[17.0][ADD] mail_activity_plan_domain: New Module

mail_activity_plan_domain/README.rst

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+.. image:: https://odoo-community.org/readme-banner-image
+   :target: https://odoo-community.org/get-involved?utm_source=readme
+   :alt: Odoo Community Association
+
+=========================
+Mail Activity Plan Domain
+=========================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:2710542277c45fe88cd38a70506deaf32b1614d5f77537c9ed250123f6877682
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Beta
+.. |badge2| image:: https://img.shields.io/badge/license-AGPL--3-blue.png
+    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
+    :alt: License: AGPL-3
+.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fmail-lightgray.png?logo=github
+    :target: https://github.com/OCA/mail/tree/17.0/mail_activity_plan_domain
+    :alt: OCA/mail
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/mail-17-0/mail-17-0-mail_activity_plan_domain
+    :alt: Translate me on Weblate
+.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
+    :target: https://runboat.odoo-community.org/builds?repo=OCA/mail&target_branch=17.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This module extends Odoo's activity plan feature with domain-based
+filtering at two levels:
+
+**Plan domain**
+
+Each activity plan gains a *Domain* field. Only records matching this
+domain will have the plan available in the scheduling wizard
+(``mail.activity.schedule``). This lets you restrict plans to, for
+example, company-type partners or records in a specific stage.
+
+**Template domain**
+
+Each line of an activity plan (template) gains its own *Domain* field.
+When executing a plan, activities whose template domain does not match
+the target record are silently skipped. This allows a single plan to
+cover heterogeneous records while still generating only the relevant
+activities per record.
+
+**Notes**
+
+- The error preview shown in the scheduling wizard (missing responsible,
+  etc.) deliberately ignores template domains so that all potential
+  configuration issues remain visible.
+- When scheduling a plan on multiple records, execution is serialized
+  record by record so that each record is evaluated independently
+  against both plan and template domains.
+- Domain syntax follows the standard Odoo domain format, e.g.
+  ``[('is_company', '=', True)]``.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Usage
+=====
+
+To use this module:
+
+1. Go to **Discuss > Configuration > Activity Plans**.
+2. Open or create an activity plan.
+3. In the **Domain** field, set the domain that records must match for
+   this plan to appear in the scheduling wizard (e.g.
+   ``[('is_company', '=', True)]`` to restrict the plan to company-type
+   partners). Leave empty or use ``[]`` to apply to all records.
+4. In the plan lines, each activity template also has its own **Domain**
+   field. Set it to skip that activity for records that do not match
+   (e.g. ``[('is_company', '=', False)]`` to schedule an activity only
+   for individual contacts). Leave empty or use ``[]`` to always
+   schedule the activity.
+
+When scheduling a plan from a record, only plans whose **Domain**
+matches that record will be listed. During execution, activities whose
+template domain does not match the record are silently skipped.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/mail/issues>`_.
+In case of trouble, please check there if your issue has already been reported.
+If you spotted it first, help us to smash it by providing a detailed and welcomed
+`feedback <https://github.com/OCA/mail/issues/new?body=module:%20mail_activity_plan_domain%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
+
+Do not contact contributors directly about support or help with technical issues.
+
+Credits
+=======
+
+Authors
+-------
+
+* Tecnativa
+
+Contributors
+------------
+
+- `Tecnativa <https://www.tecnativa.com>`__:
+
+  - Cristina Hidalgo
+
+Maintainers
+-----------
+
+This module is maintained by the OCA.
+
+.. image:: https://odoo-community.org/logo.png
+   :alt: Odoo Community Association
+   :target: https://odoo-community.org
+
+OCA, or the Odoo Community Association, is a nonprofit organization whose
+mission is to support the collaborative development of Odoo features and
+promote its widespread use.
+
+This module is part of the `OCA/mail <https://github.com/OCA/mail/tree/17.0/mail_activity_plan_domain>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

mail_activity_plan_domain/__init__.py

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+from . import models
+from . import wizards

mail_activity_plan_domain/__manifest__.py

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+{
+    "name": "Mail Activity Plan Domain",
+    "summary": "Apply domain filters to activity plans and their templates",
+    "version": "17.0.1.0.0",
+    "development_status": "Beta",
+    "category": "Discuss",
+    "website": "https://github.com/OCA/mail",
+    "author": "Tecnativa, Odoo Community Association (OCA)",
+    "license": "AGPL-3",
+    "installable": True,
+    "depends": ["mail"],
+    "data": [
+        "views/mail_activity_plan_views.xml",
+        "views/mail_activity_plan_template_views.xml",
+    ],
+}

mail_activity_plan_domain/i18n/es.po

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+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* mail_activity_plan_domain
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 17.0\n"
+"Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2026-04-15 13:13+0000\n"
+"PO-Revision-Date: 2026-04-15 13:13+0000\n"
+"Last-Translator: \n"
+"Language-Team: \n"
+"Language: es\n"
+"MIME-Version: 1.0\n"
+"Content-Type: text/plain; charset=UTF-8\n"
+"Content-Transfer-Encoding: \n"
+"Plural-Forms: \n"
+
+#. module: mail_activity_plan_domain
+#: model:ir.model,name:mail_activity_plan_domain.model_mail_activity_plan
+msgid "Activity Plan"
+msgstr "Plan de actividad"
+
+#. module: mail_activity_plan_domain
+#: model:ir.model,name:mail_activity_plan_domain.model_mail_activity_plan_template
+msgid "Activity plan template"
+msgstr "Plantilla del plan de actividad"
+
+#. module: mail_activity_plan_domain
+#: model:ir.model,name:mail_activity_plan_domain.model_mail_activity_schedule
+msgid "Activity schedule plan Wizard"
+msgstr "Asistente para planificar actividades"
+
+#. module: mail_activity_plan_domain
+#: model:ir.model.fields,field_description:mail_activity_plan_domain.field_mail_activity_plan__domain
+#: model:ir.model.fields,field_description:mail_activity_plan_domain.field_mail_activity_plan_template__domain
+msgid "Domain"
+msgstr "Dominio"
+
+#. module: mail_activity_plan_domain
+#: model:ir.model.fields,help:mail_activity_plan_domain.field_mail_activity_plan_template__domain
+msgid ""
+"Domain to filter the records for which this activity will be scheduled. "
+"Leave empty or use '[]' to always schedule this activity."
+msgstr ""
+"Dominio para filtrar los registros para los que se programará esta "
+"actividad. Déjelo vacío o use '[]' para programar siempre esta actividad."
+
+#. module: mail_activity_plan_domain
+#: model:ir.model.fields,help:mail_activity_plan_domain.field_mail_activity_plan__domain
+msgid ""
+"Domain to filter the records on which this plan is applicable. Leave empty "
+"or use '[]' to apply to all records of the target model."
+msgstr ""
+"Dominio para filtrar los registros a los que es aplicable este plan. "
+"Déjelo vacío o use '[]' para aplicarlo a todos los registros del modelo."
+
+#. module: mail_activity_plan_domain
+#. odoo-python
+#: code:addons/mail_activity_plan_domain/models/mail_activity_schedule.py:0
+#, python-format
+msgid "Launch Plans"
+msgstr "Lanzar planes"

mail_activity_plan_domain/i18n/mail_activity_plan_domain.pot

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+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* mail_activity_plan_domain
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 17.0\n"
+"Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2026-04-15 13:12+0000\n"
+"PO-Revision-Date: 2026-04-15 13:12+0000\n"
+"Last-Translator: \n"
+"Language-Team: \n"
+"MIME-Version: 1.0\n"
+"Content-Type: text/plain; charset=UTF-8\n"
+"Content-Transfer-Encoding: \n"
+"Plural-Forms: \n"
+
+#. module: mail_activity_plan_domain
+#: model:ir.model,name:mail_activity_plan_domain.model_mail_activity_plan
+msgid "Activity Plan"
+msgstr ""
+
+#. module: mail_activity_plan_domain
+#: model:ir.model,name:mail_activity_plan_domain.model_mail_activity_plan_template
+msgid "Activity plan template"
+msgstr ""
+
+#. module: mail_activity_plan_domain
+#: model:ir.model,name:mail_activity_plan_domain.model_mail_activity_schedule
+msgid "Activity schedule plan Wizard"
+msgstr ""
+
+#. module: mail_activity_plan_domain
+#: model:ir.model.fields,field_description:mail_activity_plan_domain.field_mail_activity_plan__domain
+#: model:ir.model.fields,field_description:mail_activity_plan_domain.field_mail_activity_plan_template__domain
+msgid "Domain"
+msgstr ""
+
+#. module: mail_activity_plan_domain
+#: model:ir.model.fields,help:mail_activity_plan_domain.field_mail_activity_plan_template__domain
+msgid ""
+"Domain to filter the records for which this activity will be scheduled. "
+"Leave empty or use '[]' to always schedule this activity."
+msgstr ""
+
+#. module: mail_activity_plan_domain
+#: model:ir.model.fields,help:mail_activity_plan_domain.field_mail_activity_plan__domain
+msgid ""
+"Domain to filter the records on which this plan is applicable. Leave empty "
+"or use '[]' to apply to all records of the target model."
+msgstr ""
+
+#. module: mail_activity_plan_domain
+#. odoo-python
+#: code:addons/mail_activity_plan_domain/models/mail_activity_schedule.py:0
+#, python-format
+msgid "Launch Plans"
+msgstr ""

mail_activity_plan_domain/models/__init__.py

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+from . import mail_activity_plan
+from . import mail_activity_plan_template

mail_activity_plan_domain/models/mail_activity_plan.py

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+from odoo import fields, models
+
+
+class MailActivityPlan(models.Model):
+    _inherit = "mail.activity.plan"
+
+    domain = fields.Char(
+        default="[]",
+        help="Domain to filter the records on which this plan is applicable. "
+        "Leave empty or use '[]' to apply to all records of the target model.",
+    )

mail_activity_plan_domain/models/mail_activity_plan_template.py

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+from odoo import fields, models
+
+
+class MailActivityPlanTemplate(models.Model):
+    _inherit = "mail.activity.plan.template"
+
+    domain = fields.Char(
+        default="[]",
+        help="Domain to filter the records for which this activity will be "
+        "scheduled. Leave empty or use '[]' to always schedule this activity.",
+    )

mail_activity_plan_domain/pyproject.toml

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+[build-system]
+requires = ["whool"]
+build-backend = "whool.buildapi"

mail_activity_plan_domain/readme/CONTRIBUTORS.md

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+- [Tecnativa](https://www.tecnativa.com):
+  - Cristina Hidalgo

mail_activity_plan_domain/readme/DESCRIPTION.md

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+This module extends Odoo's activity plan feature with domain-based filtering at
+two levels:
+
+**Plan domain**
+
+Each activity plan gains a *Domain* field. Only records matching this domain
+will have the plan available in the scheduling wizard
+(`mail.activity.schedule`). This lets you restrict plans to, for example,
+company-type partners or records in a specific stage.
+
+**Template domain**
+
+Each line of an activity plan (template) gains its own *Domain* field. When
+executing a plan, activities whose template domain does not match the target
+record are silently skipped. This allows a single plan to cover heterogeneous
+records while still generating only the relevant activities per record.
+
+**Notes**
+
+- The error preview shown in the scheduling wizard (missing responsible,
+  etc.) deliberately ignores template domains so that all potential
+  configuration issues remain visible.
+- When scheduling a plan on multiple records, execution is serialized
+  record by record so that each record is evaluated independently against
+  both plan and template domains.
+- Domain syntax follows the standard Odoo domain format,
+  e.g. `[('is_company', '=', True)]`.

mail_activity_plan_domain/readme/USAGE.md

@@ -0,0 +1,17 @@
+To use this module:
+
+1. Go to **Discuss > Configuration > Activity Plans**.
+2. Open or create an activity plan.
+3. In the **Domain** field, set the domain that records must match for this
+   plan to appear in the scheduling wizard
+   (e.g. `[('is_company', '=', True)]` to restrict the plan to company-type
+   partners). Leave empty or use `[]` to apply to all records.
+4. In the plan lines, each activity template also has its own **Domain** field.
+   Set it to skip that activity for records that do not match
+   (e.g. `[('is_company', '=', False)]` to schedule an activity only for
+   individual contacts). Leave empty or use `[]` to always schedule the
+   activity.
+
+When scheduling a plan from a record, only plans whose **Domain** matches that
+record will be listed. During execution, activities whose template domain does
+not match the record are silently skipped.