Surekha Technologies

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Odoo vs QuickBooks: Which one is best for you?

When it comes to choosing the right accounting software, the debate around Odoo vs QuickBooks often comes up for growing businesses. Both platforms offer powerful tools, but they cater to different needs, scales, and business models. Understanding their differences can help you make a smarter, future-ready decision.

Modern businesses require more than just bookkeeping—they need integrated systems that can handle operations, sales, inventory, and customer management. This is where the comparison of Odoo vs QuickBooks becomes crucial, as each platform approaches business management in a very different way.

Overview of Odoo

Odoo is an all-in-one business management software that goes far beyond accounting. It provides a suite of applications including CRM, inventory, HR, eCommerce, and project management. The accounting module is just one part of a much larger ecosystem.

One of Odoo’s biggest strengths is its modular approach. Businesses can start with basic accounting and gradually expand into other functionalities as they grow. This makes it highly scalable and suitable for small to large enterprises.

Overview of QuickBooks

QuickBooks, on the other hand, is primarily focused on accounting and financial management. It is widely used by small and medium-sized businesses due to its simplicity, ease of use, and strong accounting capabilities.

It offers features like expense tracking, invoicing, payroll, and tax preparation. QuickBooks is ideal for businesses that need a straightforward accounting solution without the complexity of a full ERP system.

Key Differences Between Odoo and QuickBooks

1. Functionality Odoo offers a complete ERP solution, while QuickBooks focuses mainly on accounting. If your business needs multiple integrated applications, Odoo has a clear advantage.

2. Scalability Odoo is highly scalable due to its modular structure. QuickBooks is better suited for smaller businesses but may require additional tools as the company grows.

3. Customization Odoo allows extensive customization to fit specific business processes. QuickBooks has limited customization options but is easier to set up and use.

4. User Experience QuickBooks is known for its user-friendly interface, making it accessible for non-technical users. Odoo, while powerful, may require training or technical expertise.

5. Pricing Structure Odoo can be cost-effective in the long run, especially when replacing multiple systems. QuickBooks typically follows a subscription model with tiered pricing.

Which One Should You Choose?

The choice between Odoo and QuickBooks depends on your business needs. If you are a small business looking for simple accounting software, QuickBooks is a reliable choice. However, if you are planning to scale and need an integrated system that handles multiple business functions, Odoo is the better option.

Businesses aiming for digital transformation often prefer Odoo because it reduces dependency on multiple disconnected tools and provides a unified platform.

Final Thoughts

Ultimately, the decision of Odoo vs QuickBooks comes down to whether you need a standalone accounting tool or a comprehensive business management system. Both platforms are strong in their own areas, but your long-term vision should guide your choice.

Surekha Technologies is a trusted Odoo development company specializing in delivering customized ERP solutions for businesses across industries. With deep expertise in Odoo implementation, integration, and support, the team helps organizations streamline operations, improve efficiency, and scale seamlessly in a competitive digital landscape.

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The Impact of Digital Asset Management on NBFCs

The financial services industry is undergoing rapid digital transformation, and every NBFC is at the forefront of this shift. Non-Banking Financial Companies, especially Indian NBFC organizations, are playing a critical role in expanding credit access, supporting service finance models, and strengthening the overall financial ecosystem.

With increasing customer demands, regulatory scrutiny, and rising volumes of digital data, financial institutions must modernize their operational frameworks. One of the most powerful tools enabling this transformation is Digital Asset Management DAM.

Digital asset management is no longer just a storage solution. It is a strategic enabler that enhances operational efficiency, ensures regulatory compliance, strengthens risk management, and improves customer experience. For financial companies aiming to scale sustainably, DAM has become essential.

Read More: Digital Asset Management on NBFCs

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Liferay Performance Tuning & Optimization Services

Liferay Portal Assessment and Tuning services to optimize performance, enhance security, improve stability, and deliver a seamless digital e

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What is Digital Asset Management?

In today’s digital era organizations generate and use a massive amount of digital content such as images videos documents presentations brand assets and multimedia files. Without a structured system these files often end up scattered across shared drives email threads and personal storage. This creates inefficiencies confusion and inconsistent brand use. A Digital Asset Management (DAM) solution solves these problems by allowing companies to organize store manage and distribute digital content from a centralized system.

What Is Digital Asset Management?

Digital Asset Management or DAM refers to the practice of storing organizing managing and retrieving digital assets in a structured way. A DAM solution is more than just file storage. It provides tools to categorize assets using metadata track versions apply access controls and ensure teams always find approved and current content.

Digital assets managed by DAM systems can include:

Images and photographs

Videos and animations

Audio files and podcasts

Documents and presentations

Brand logos and marketing collateral

Product graphics and design files

Why Digital Asset Management Matters?

Businesses today rely heavily on digital content for marketing sales operations product launches and internal communication. A DAM system helps organizations by:

Creating one central repository for all assets

Making assets searchable using metadata and smart tags

Ensuring teams access the latest approved versions

Improving collaboration across departments and locations

Protecting sensitive content with access controls and audit trails

Reducing time wasted searching for files

Supporting reuse of assets across channels

By centralizing digital content and standardizing workflows DAM improves productivity and governance for organizations of all sizes.

How Enterprises Use DAM Across Industries?

Digital asset management is useful in many industries:

Marketing and Advertising Manage campaign creatives brand assets and advertising media

Retail and E-commerce Organize product images videos and descriptive content for consistent omnichannel experiences

Healthcare and Life Sciences Securely store compliant visuals training content and promotional materials

Education and Training Centralize courses multimedia resources and training files

Manufacturing and B2B Maintain technical documentation product guides and sales content

These use cases show how DAM helps different teams work faster and smarter with the content they depend on.

Key Capabilities of a DAM Solution

A DAM system provides several essential functions that make asset management strategic:

Centralized repository for storing assets in one organized location

Metadata and tagging to make assets easy to search

Version control to track updates and access the latest approved file

Workflow management to streamline approvals and publishing

Access control to set permissions for viewing editing and sharing

Integration options with CMS CRM and marketing tools

Analytics and reporting to monitor usage and measure ROI

These capabilities help turn digital assets into valuable business resources rather than unmanaged files.

Conclusion

A Digital Asset Management solution is a strategic tool that helps enterprises organize store secure and distribute their digital content from a single structured system. By providing centralized storage metadata driven search version control access governance and workflow automation DAM enables teams to find what they need quickly collaborate effectively and maintain consistent brand usage across channels. As digital content continues to grow DAM becomes essential for operational efficiency productivity and collaboration.

Surekha Tech is a trusted technology consulting company that helps enterprises implement modern digital solutions like Digital Asset Management systems based on real business needs.

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Budget Feature in Accounting Odoo 19

Managing budgets effectively is essential for every organization to control expenses and plan for financial success. Odoo 19 Accounting includes a powerful budget feature that helps businesses keep track of planned spending versus actual expenses. By using this feature, companies can monitor budget limits, analyze deviations, and make smarter decisions for future financial planning.

What Is the Budget Feature in Odoo 19 Accounting?

The budget feature in Odoo 19 allows users to:

Create budgets for different fiscal periods

Define budgeted amounts for accounts analytic tags or cost centers

Compare actual transactions against the planned budget

Generate budget reports to understand variances

This feature gives complete visibility into financial planning and helps businesses stay in control of their finances.

Steps to Use the Budget Feature

Using the budget feature in Odoo 19 Accounting can be broken down into simple steps:

1. Enable the Budget Feature

To begin using budgets:

Go to Accounting Settings

Activate the Budgets option

Save changes to enable the budgeting tools

Once activated users will see the budget menus and options throughout the accounting dashboard.

2. Create a Budget

To set up a budget:

Navigate to the Budgets menu

Click on New Budget

Select the Fiscal Year or period for planning

Enter a Budget Name for reference

Budgets can be created for departments cost centers projects or any area where financial planning is required.

3. Add Budget Lines

After creating a budget you can:

Define Budget Items for specific accounts

Enter the Planned Amount for each item

Associate budget lines with analytic tags or cost centers

This step helps organizations break down their budgets into detailed components.

4. Monitor Budget vs Actual

Odoo 19 Accounting provides tools to compare budgeted amounts with actual transactions. Users can:

Review Budget Reports

See where actual expenses exceed planned amounts

Analyze financial performance over time

This makes it easier to identify overspending or underutilized funds.

Benefits of Using the Odoo Budget Feature

The budgeting tools in Odoo 19 help businesses:

Track planned versus actual expenses

Improve financial forecasting

Make informed financial decisions

Allocate resources more effectively

Generate reports for analysis and auditing

These capabilities support stronger financial management and planning across the organization.

Reporting and Analysis

Odoo 19 budgeting includes several report options that help:

Visualize budget performance

Export reports for review

Compare multiple periods

Filter by account analytic tags or cost centers

These reporting tools make it simple to communicate budget status with teams and stakeholders.

Conclusion

The budget feature in Odoo 19 Accounting empowers organizations to take control of their financial planning and performance. It allows companies to define budgets monitor actual spending and analyze variances for better decision making. By leveraging these tools organizations can improve financial visibility ensure accountability and make smarter resource allocation choices.

Surekha Tech is a trusted technology partner that helps businesses implement and optimize Odoo solutions based on real business needs. With deep expertise in Odoo Accounting and financial management features, we delivers practical solutions that improve efficiency performance and collaboration. Their focus on customization and support ensures that clients get the most value from their Odoo investments.

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Odoo Subscription Billing

The rise of subscription-based business models means managing customer contracts and payments has never been more important. With odoo subscriptions recurring billing payments, companies can automate their recurring revenue streams, eliminate manual tasks, and ensure accurate billing without constant oversight. This powerful capability within the Odoo ecosystem not only simplifies how businesses track active subscriptions but also gives them control over renewals, billing plans, and payment processing.

What Are Odoo Subscriptions & Why They Matter

Odoo Subscriptions is a specialized module designed to help subscription-based companies handle their workflows efficiently. From SaaS platforms and fitness centers to rental services and e-learning providers, Odoo’s subscription module centralizes recurring billing activities and customer management in one place. It makes the transition to automated billing easy by allowing businesses to define subscription products, set billing frequencies (monthly, annually, etc.), and monitor renewals without complex manual effort.

Traditionally, managing subscriptions can require spreadsheets, manual invoicing, and time-consuming reminders to collect payments — increasing the risk of errors and missed revenue. With Odoo, all these tasks are handled automatically once the subscription plans and payment terms are configured. Odoo generates invoices based on recurring cycles and can even integrate secure payment gateways that support tokenization, making sure payments are charged on schedule.

Key Features of Odoo Subscriptions

1. Automated Invoicing and Recurring Plans Odoo lets you define recurring plans that control how often and when invoices are generated. For example, a monthly subscription will automatically trigger an invoice each month without manual input. This automation significantly reduces administrative workload and improves consistency.

2. Subscription Management Dashboard The subscription dashboard offers a real-time view of all active, paused, or expired subscriptions. Businesses can easily track key metrics like next invoice dates, customer status, and revenue forecasts — making it easier to avoid revenue leakage and improve retention strategies.

3. Secure Recurring Payment Integration Odoo supports a variety of payment providers that enable recurring payment processing. Through tokenization, customers’ payment information (such as credit cards) can be securely stored so charges are applied automatically at each billing cycle. Providers like Stripe, Razorpay or Authorize.net can be connected depending on business needs.

4. Flexible Plans and Pricing Options Businesses aren’t limited to one type of subscription. Whether offering tiered pricing (Basic, Standard, Premium) or a mix of monthly and annual plans, Odoo supports flexible pricing structures. This helps companies tailor offerings to diverse customer needs without complicating billing processes.

5. Reporting and Insights The reporting tools in Odoo Subscriptions give businesses deep insights into key metrics like Monthly Recurring Revenue (MRR), churn rate, and customer lifecycle trends. With these insights easily available, you can make more informed decisions to grow recurring revenue.

Benefits of Using Odoo for Recurring Billing

One of the biggest advantages of adopting Odoo Subscriptions is its automation. Manual invoicing is replaced by scheduled billing, payment reminders, and renewal alerts — all managed within the system. This leads to fewer errors, more accurate revenue tracking, and better customer satisfaction. Plus, because Odoo’s subscription app integrates with CRM, Sales, and Accounting, you get a unified view of your business operations.

With automated follow-up on payment collections and contract renewals, businesses can scale their services more effectively while reducing administrative overhead and improving cash flow management.

Conclusion

In today’s subscription economy, odoo subscriptions recurring billing payments provides a reliable and intelligent solution for managing billing cycles, customer plans, and revenue streams. Its automation, reporting, and payment integration save valuable time and ensure accurate billing across the customer lifecycle.

Surekha Technologies is a leading provider of digital transformation solutions and ERP services, with deep expertise in Odoo implementation, customization, and support. We help businesses streamline their processes, improve efficiency, and scale growth with cutting-edge technology.

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How to Deploy Odoo on Kubernetes?

Modern businesses often need applications that are scalable, resilient, and easy to manage. Odoo, a popular all-in-one business application suite, is no exception. Running Odoo on Kubernetes, a powerful container orchestration platform, offers many benefits for reliability and scalability.

What Is Kubernetes?

Kubernetes is a platform that helps you run and manage containerized applications across a cluster of machines. Instead of running software directly on physical or virtual servers, you package it in containers and let Kubernetes handle scaling, failover, resource distribution, and health monitoring.

Why Run Odoo on Kubernetes?

Deploying Odoo on Kubernetes gives you several advantages:

1. Easy Scalability If your usage grows or you suddenly have more users accessing Odoo, Kubernetes makes it simple to increase the number of running Odoo instances automatically. This helps manage load without manual intervention.

2. Better Resilience and Availability Kubernetes can restart or replace failed application containers. This means if one part of the system goes down, Kubernetes helps keep the rest running, improving uptime and stability.

3. Simplified Resource Management Kubernetes distributes Odoo components across different nodes based on available CPU and memory resources. This ensures your system runs smoothly without overwhelming any one server.

4. Consistent Deployment Environment By using containers, you create the same environment across development, testing, and production. This reduces the risk of deployment issues caused by differences between environments.

Key Components of an Odoo Kubernetes Deployment

When deploying Odoo on Kubernetes, you typically use several components:

Pods – The smallest deployable unit that runs one or more containers, such as Odoo or database services.

Deployments – These define how many instances of Odoo should run and allow you to manage updates.

Services – These provide stable network endpoints so other parts of the system or users can access Odoo consistently.

Persistent Storage – Odoo requires storage that is retained even if containers restart, so data is not lost.

High-Level Steps to Deploy Odoo on Kubernetes

Prepare Your Odoo Container Image Build a container image that includes Odoo and any required dependencies. Push this image to a container registry so it can be pulled by Kubernetes.

Configure Your Database Use a managed database service or deploy a database like PostgreSQL in Kubernetes. Ensure credentials and storage are configured for persistence.

Define Kubernetes Manifests Create YAML configuration files that describe how Odoo and the database should run in Kubernetes, including resource limits and environment variables.

Deploy to Your Kubernetes Cluster Use tools like kubectl to apply your manifests and launch your Odoo pods, services, and other resources.

Monitor and Scale Monitor logs and performance metrics to ensure Odoo runs smoothly. Adjust the number of replicas or resources as needed for performance and reliability.

Challenges to Plan For

Deploying Odoo on Kubernetes also comes with considerations:

Configuration Complexity Kubernetes can be complex for those new to container orchestration, so careful planning and experienced configuration are important.

Persistent Storage Configuring storage that survives pod restarts and manages backups properly is essential for data safety.

Networking Setup Ensuring secure and efficient networking, especially when exposing Odoo to users externally, requires correct service and ingress configuration.

Conclusion

Deploying Odoo on Kubernetes helps businesses run Odoo in a more scalable, resilient, and manageable way. Kubernetes gives you greater control of how your application runs, how it responds to load, and how failures are handled. For businesses seeking long-term stability and performance, this approach can be highly valuable.

Surekha Technologies brings expertise in deploying Odoo on Kubernetes and can help you design and implement a robust, production-ready environment that meets your business needs.

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How to Upgrade from Odoo 18 to Odoo 19?

Upgrading from Odoo 18 to Odoo 19 is more than a version change — it’s a major step toward improved performance, smarter automation, and a modernized user experience. Odoo 19 introduces enhanced AI-driven features, faster processing, stronger integrations, and improved core modules such as Accounting, Inventory, Sales, and Manufacturing. However, to fully benefit from these upgrades, a structured and well-planned migration strategy is essential.

1. Start with a Complete Backup

The first and most critical step is taking a full backup of your Odoo 18 system. This includes both the database and the filestore (attachments, documents, and images). Creating a secure backup ensures that you have a reliable fallback option in case anything goes wrong during the upgrade.

After the backup, set up a staging or sandbox environment. This allows you to test the upgrade safely without affecting your live production system.

2. Audit All Existing Modules

Before migrating, it’s important to audit all installed modules. This includes:

Standard Odoo modules

Third-party applications

Custom-built modules

Check compatibility with Odoo 19, identify deprecated functionality, and list modules that may need refactoring or replacement. This step helps avoid surprises later in the process.

3. Clean Up and Optimize Your System

An upgrade is the perfect time to reduce technical debt. Remove unused or outdated modules, consolidate redundant customizations, and replace custom features that are now available natively in Odoo 19. A clean system not only upgrades faster but is also easier to maintain in the future.

4. Migrate the Database

For Odoo Enterprise users, Odoo’s official upgrade service offers the most reliable path. Community edition users can use tools such as OpenUpgrade. Once migration is complete, perform initial checks to ensure data integrity. Compare reports like Trial Balance, General Ledger, and Inventory Valuation between Odoo 18 and Odoo 19 to confirm accuracy.

5. Refactor Custom Code

Customizations often require the most attention during an upgrade. Developers should update Python code, APIs, views, and workflows to align with Odoo 19’s new standards. Front-end components such as dashboards and custom web views should also be tested and redesigned if necessary to match the newer UI framework.

6. User Acceptance Testing (UAT)

Testing is a critical phase of the upgrade process. Involve key business users and let them test real-life scenarios such as creating sales orders, managing inventory, processing invoices, and running payroll. Any issues should be fixed before moving to production.

Financial teams should validate final reports and approve the numbers before go-live to ensure business continuity and compliance.

7. Go-Live and Post-Upgrade Support

Once testing is complete, schedule the production cutover during off-peak hours. Take a final backup of Odoo 18, deploy the upgraded Odoo 19 environment, and switch users to the new system. A short hypercare period after go-live is recommended to quickly resolve any unexpected issues.

Benefits of Upgrading to Odoo 19

By upgrading to Odoo 19, businesses gain:

Faster system performance

Improved user interface and mobile experience

AI-powered automation tools

Stronger integrations and API capabilities

More advanced and flexible reporting

These improvements help businesses scale efficiently and stay competitive in a fast-changing digital landscape.

Conclusion

Upgrading from Odoo 18 to Odoo 19 is a strategic move that helps businesses improve efficiency, security, and scalability. With the right planning, testing, and expert support, organizations can ensure a smooth transition and unlock the full potential of Odoo’s latest features for long-term growth and operational excellence.

Surekha Technologies is a trusted Odoo development and consulting company that helps businesses successfully implement, customize, and upgrade their Odoo systems. With deep technical expertise and a client-focused approach, they ensures smooth migrations, optimized performance, and long-term success for organizations across industries.

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Extend Document Preview Capabilities in Liferay DXP

Liferay DXP is widely used by enterprises to manage digital assets and documents in a centralized environment. While it supports uploading multiple file formats, the default preview functionality is limited mainly to PDFs and images. This limitation forces users to download files before viewing them, which impacts productivity and user experience.

Extending document preview capabilities in Liferay DXP allows organizations to overcome this challenge and provide a seamless in-browser viewing experience for multiple document types.

Why Extending Document Preview is Important

The default document preview feature in Liferay DXP does not support many commonly used business file formats. Enhancing this functionality helps organizations by:

Reducing unnecessary file downloads

Improving content accessibility

Saving time for users

Enhancing overall portal usability

With extended preview support, users can quickly review documents without leaving the portal.

Supported File Types

The extended document preview solution enables support for multiple file formats including:

Microsoft Word files such as doc and docx

Microsoft Excel files such as xls and xlsx

Email files such as eml

Zip files with the ability to browse internal contents

Images and PDF files

This makes it easier for users to access information directly from the document library.

How the Solution Works

The enhancement is deployed as a custom module on Liferay DXP versions such as 7.3 and 7.4. Once deployed it integrates seamlessly with Liferay’s existing document preview framework.

Key features include:

In browser document rendering

Secure access based on Liferay permissions

No additional software installation required

Simple deployment and configuration

For a zip file, users can explore the contents through an intuitive interface and preview supported files without downloading the entire archive.

Business Benefits

Organizations that extend document preview capabilities in Liferay DXP gain several advantages:

Faster document access

Improved user productivity

Better collaboration among teams

Reduced dependency on external tools

Enhanced digital experience

This solution is especially useful for enterprises handling large volumes of documents daily.

Conclusion

Extending document preview capabilities in Liferay DXP significantly enhances how users interact with documents on the platform. By allowing multiple file formats to be previewed directly in the browser organizations can streamline workflows improve efficiency and deliver a better digital experience. This approach minimizes downloads saves time and ensures users can access information quickly and securely within the portal.

Surekha Tech specializes in delivering customized Liferay DXP solutions that help enterprises unlock the full potential of their digital platforms. With deep expertise in Liferay development and enterprise integrations. We enable businesses to enhance functionality improve performance and deliver superior user experiences.

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Liferay Client Extension Configuration

Liferay DXP provides powerful capabilities to extend and customize enterprise portals through Liferay Client Extensions. These client extensions allow developers to enhance functionality without changing the core platform, making upgrades easier and solutions more maintainable. However, configuring a Liferay Client Extension in a way that is simple and user friendly is often a challenge, especially when non technical users are involved.

The Configuration Challenge in Client Extensions

Client extensions traditionally rely on basic key value configuration. While this method is technically effective, it is not always practical for administrators or content authors. Remembering exact keys and entering values correctly can lead to errors and inefficiencies. The lack of structured input options also makes the configuration experience less intuitive.

Improving Usability with Fragment Configurations

Fragment configurations in Liferay address these challenges by offering a more organized and accessible way to manage client extension settings. Instead of manual inputs, configurations are defined with clear labels and meaningful field types. These configurations appear directly in the fragment settings panel, allowing users to update values through a simple and guided interface.

Integrating Client Extensions with Fragments

By connecting client extensions to Liferay fragments, organizations can create flexible and reusable components. This integration enables seamless communication between the fragment configuration panel and the client extension, ensuring that changes made by administrators are reflected immediately in the user experience.

Managing Configuration Values Effectively

Fragment based configuration allows multiple values to be passed to a client extension in a structured way. This makes it easier to manage complex scenarios such as enabling features, defining categories, or controlling display behavior. The approach reduces dependency on developers for minor configuration updates and improves overall efficiency.

Styling and Presentation Considerations

When using client extensions inside fragments, it is important to ensure that visual styling is applied consistently. Proper packaging of styles with the client extension ensures a smooth and cohesive appearance across pages without additional manual steps.

Deployment and Content Management

Once configured, fragments containing client extensions can be easily added to pages using the Liferay page editor. Content authors can modify settings directly from the configuration panel without writing code, making the solution adaptable and easy to maintain over time.

Key Benefits of Fragment Based Configuration

This approach enhances usability for non technical users, simplifies configuration management, supports scalability, and keeps implementations aligned with Liferay best practices. It also promotes faster iteration and reduces the risk of configuration errors.

Conclusion

Configuring Liferay client extensions becomes significantly more efficient when combined with fragment configurations. This method bridges the gap between technical implementation and content management, resulting in a more flexible and user friendly digital platform.

Surekha Technologies is a leading digital transformation partner with strong expertise in Liferay DXP, enterprise portal development, and custom software solutions. With a focus on innovation, scalability, and business driven outcomes, Surekha Technologies helps organizations build modern digital experiences that are robust, secure, and future ready.

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Creating Personalized Digital Experiences with Liferay DXP

In today’s digital world, people expect online content that speaks directly to their needs and interests. Businesses that deliver relevant and meaningful experiences build stronger connections and higher engagement. Liferay DXP helps organizations do exactly that by allowing them to present the right content to the right audience at the right time. It transforms ordinary interactions into personalized digital experiences.

What is Personalization with Liferay DXP?

Liferay DXP allows companies to move beyond static websites. It enables them to create dynamic, user-aware experiences where pages, content, and layouts adapt depending on the visitor’s behavior, role, or preferences. Whether it is a public website, a customer portal, or an internal intranet, Liferay makes digital experiences feel personal and relevant.

Key Features That Enable Personalization

Segmentation and Targeting Define user groups based on behavior, location, device type, role, or other attributes. These segments can automatically update as user data changes, ensuring the right content reaches the right people.

Rule Based Personalization Once segments are defined, simple rules determine which content each group sees. For example, first time visitors may see a welcome message, while returning users see updates, promotions, or recommendations tailored to them.

Content Recommendations and Analytics Liferay can suggest relevant content or products based on user behavior. Integrated analytics allow teams to monitor engagement and continuously refine their strategies.

Multi Channel Experience Personalized experiences are delivered consistently across web, mobile, tablet, and other platforms, ensuring a seamless user journey.

Flexible Content Management Liferay’s content management system supports dynamic templates and layouts. This allows content creators to manage personalized content without creating multiple versions for each user type.

Testing and Optimization Teams can test different versions of content for different audiences, analyze results, and make improvements in real time.

Real World Use Cases

Customer Portals for Finance and Banking Financial institutions can create portals where new visitors, regular clients, and premium customers each see different dashboards. For example, premium clients may see investment options, while regular users see basic financial tips, and new users receive introductory content.

Employee Intranets In large organizations, Liferay can tailor content for different roles. Marketing teams see campaign updates, engineers see technical documentation, and HR sees policy announcements. All this happens on the same platform.

Consistent Experience Across Channels Users accessing the platform from different devices or partner portals receive a consistent and personalized experience, improving engagement and satisfaction.

Why Liferay DXP is Ideal for Personalization

All in One Platform Liferay combines content management, personalization, analytics, and integration capabilities in one platform. This eliminates the need for multiple tools and simplifies management.

Scalable and Reliable Liferay handles enterprise level workloads and large user bases while maintaining performance and reliability.

Flexible Integration With open architecture and strong APIs, Liferay can integrate with CRM, ERP, or custom systems, providing a unified view of users for better personalization.

Efficiency for Teams Content creators, marketers, and administrators can manage personalized content without constant developer support, saving time and reducing complexity.

Better Engagement and Satisfaction Personalized experiences lead to higher engagement, better retention, and stronger trust and loyalty.

Conclusion

Personalization is no longer optional. Users expect content that is relevant and meaningful. Liferay DXP provides a flexible and powerful platform to create these experiences at scale. Organizations can engage customers, employees, and partners in a meaningful way, improving satisfaction and building long lasting relationships.

With Liferay DXP, businesses can deliver content that truly resonates, strengthen trust, and drive long term growth.

Discover more about Liferay DXP with Surekha Tech

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Odoo Wrapper Function

Odoo provides a modular and flexible framework that allows developers to extend functionality without disrupting the core system. One of the most effective techniques for doing this is using a wrapper function. A Odoo wrapper function allows you to add additional behavior around an existing method while preserving the original business logic. This makes enhancements safer, more maintainable, and easier to manage during upgrades.

A wrapper works like a layer around a function. Instead of replacing the original method completely, you wrap it with additional instructions that execute before or after the original logic runs. This allows developers to add logging, validation, monitoring, or other features without touching the base code.

What Is a Wrapper Function

A wrapper function is a function that surrounds another function to extend its behaviour. Rather than overriding the original method and duplicating code, a wrapper calls the original method from inside it, adding new functionality before and after the main execution. This approach keeps the architecture of the system clean and upgrade safe.

Wrapper functions are commonly used in large scale applications like Odoo because they help reduce conflicts between modules and simplify long term maintenance.

Why Use a Wrapper Instead of Overriding

Overriding a method involves rewriting its logic in another module. While this can give full control to the developer, it also increases the risk of errors, duplication, and upgrade issues. When the core system updates, overridden methods can break or behave unexpectedly.

Using a wrapper avoids these problems. Since the original method is still used, the main business process remains unchanged. The wrapper only adds extra actions around it, which keeps your customization isolated and safer.

Example of Wrapping the Write Method

Imagine you want to track every update made to a customer record. Instead of replacing the write method entirely, a wrapper can be used to log information before and after the update happens.

The wrapper records the intent to modify data, then calls the original write logic, and finally confirms that the change has been completed. This allows better traceability while still relying on the standard Odoo functionality.

Common Use Cases for Wrapper Functions

Wrapper functions are useful in many scenarios across Odoo applications. They are used for logging changes in records, performing extra validations before saving data, measuring system performance, creating audit trails, and handling third party integrations more safely.

They can also be reused across multiple models, which increases consistency and significantly reduces duplicated code in large projects.

Best Practices for Using Wrapper Functions

Always keep your wrapper logic simple and focused on a specific task. Avoid putting heavy business logic inside the wrapper, as this can slow down your system and make debugging more difficult.

It is recommended to create wrapper functions in abstract models so they can be reused easily. You should also ensure that a method is wrapped only once to prevent recursive calls or performance issues.

Clear and consistent logging inside wrapper functions is another important practice because it helps track what is happening across the system.

Conclusion

Wrapper functions in Odoo offer a clean and efficient way to extend existing features without altering core logic. By surrounding original methods with additional functionality, developers can implement logging, validation, and tracking in a safe and scalable way. This approach minimizes conflicts, improves maintainability, and makes future system upgrades smoother. When used wisely, wrapper functions become a powerful tool for building reliable and flexible Odoo solutions.

Surekha Technologies is a trusted name in Odoo consulting, development, and integration services. With a deep understanding of Odoo’s architecture and advanced extension techniques, the company helps organizations build scalable, high performance, and upgrade safe ERP solutions.

[surekhatechnologies]

How to Upgrade from Odoo 18 to Odoo 19?

Upgrading from Odoo 18 to Odoo 19 is more than a version change—it’s a major step toward improved performance, smarter automation, and a modernized user experience. Odoo 19 introduces enhanced AI-driven features, faster processing, stronger integrations, and improved core modules such as Accounting, Inventory, Sales, and Manufacturing. However, to fully benefit from these upgrades, a structured and well-planned migration strategy is essential.

1. Start with a Complete Backup

The first and most critical step is taking a full backup of your Odoo 18 system. This includes both the database and the filestore (attachments, documents, and images). Creating a secure backup ensures that you have a reliable fallback option in case anything goes wrong during the upgrade.

After the backup, set up a staging or sandbox environment. This allows you to test the upgrade safely without affecting your live production system.

2. Audit All Existing Modules

Before migrating, it’s important to audit all installed modules. This includes:

Standard Odoo modules

Third-party applications

Custom-built modules

Check compatibility with Odoo 19, identify deprecated functionality, and list modules that may need refactoring or replacement. This step helps avoid surprises later in the process.

3. Clean Up and Optimize Your System

An upgrade is the perfect time to reduce technical debt. Remove unused or outdated modules, consolidate redundant customizations, and replace custom features that are now available natively in Odoo 19. A clean system not only upgrades faster but is also easier to maintain in the future.

4. Migrate the Database

For Odoo Enterprise users, Odoo’s official upgrade service offers the most reliable path. Community edition users can use tools such as OpenUpgrade. Once migration is complete, perform initial checks to ensure data integrity. Compare reports like Trial Balance, General Ledger, and Inventory Valuation between Odoo 18 and Odoo 19 to confirm accuracy.

5. Refactor Custom Code

Customizations often require the most attention during an upgrade. Developers should update Python code, APIs, views, and workflows to align with Odoo 19’s new standards. Front-end components such as dashboards and custom web views should also be tested and redesigned if necessary to match the newer UI framework.

6. User Acceptance Testing (UAT)

Testing is a critical phase of the upgrade process. Involve key business users and let them test real-life scenarios such as creating sales orders, managing inventory, processing invoices, and running payroll. Any issues should be fixed before moving to production.

Financial teams should validate final reports and approve the numbers before go-live to ensure business continuity and compliance.

7. Go-Live and Post-Upgrade Support

Once testing is complete, schedule the production cutover during off-peak hours. Take a final backup of Odoo 18, deploy the upgraded Odoo 19 environment, and switch users to the new system. A short hypercare period after go-live is recommended to quickly resolve any unexpected issues.

Benefits of Upgrading to Odoo 19

By upgrading to Odoo 19, businesses gain:

Faster system performance

Improved user interface and mobile experience

AI-powered automation tools

Stronger integrations and API capabilities

More advanced and flexible reporting

These improvements help businesses scale efficiently and stay competitive in a fast-changing digital landscape.

Conclusion

Upgrading from Odoo 18 to Odoo 19 is a strategic move that helps businesses improve efficiency, security, and scalability. With the right planning, testing, and expert support, organizations can ensure a smooth transition and unlock the full potential of Odoo’s latest features for long-term growth and operational excellence.

Surekha Technologies is a trusted Odoo development and consulting company that helps businesses successfully implement, customize, and upgrade their Odoo systems. With deep technical expertise and a client-focused approach, they ensures smooth migrations, optimized performance, and long-term success for organizations across industries.

[surekhatechnologies]

Writing Effective Test Cases in Odoo

Quality assurance is essential in any ERP system, and Odoo is no exception. Because Odoo is modular and built on a powerful ORM, it comes with a built in testing framework. Writing test cases in Odoo is not just a routine activity — it is an investment. Well written tests help ensure that business logic functions as intended, prevent bugs, and support confident refactoring and future upgrades.

Why Unit Testing Matters in Odoo

Improved Quality and Reliability Test cases help validate that your business logic — for example, calculations, constraints, and state transitions — is implemented correctly. They uncover bugs early, before features are integrated into the full system.

Protection Against Regression As you modify or refactor your code, tests serve as a safety net. They alert you when something that used to work breaks. This becomes particularly valuable when upgrading Odoo versions.

Living Documentation Well-written tests describe how parts of your module should behave. They clarify intended usage and expected results. In this sense, tests act like documentation that evolves alongside your code.

Confidence in Refactoring When you want to improve or reorganize your code, tests assure you that behavior remains correct. You can reorganize without fear, knowing your tests will catch unexpected changes.

Facilitates Agile Development With automated tests, you can iterate faster. Continuous integration (CI) becomes easier, because tests can run automatically and quickly validate changes.

Understanding the Odoo Testing Framework

Odoo’s testing framework is built on top of Python’s standard testing library, but enhanced with tools tailored to Odoo’s unique features. For example:

Tests are organized under a tests folder in your custom module.

Odoo automatically discovers test files whose names begin with test_, provided they are imported inside the module’s tests/__init__.py file.

The framework offers special base classes (such as transaction-based test cases) to simplify database testing.

You must run Odoo with a special flag so that tests are recognized and executed.

Setting Up Your Testing Environment

To begin writing tests in Odoo:

Enable the Test Mode You need to start the Odoo server in test mode so that it recognizes and runs test cases.

Organize Your Tests In your module, create a tests directory. Inside, ensure all test files start with test_, and confirm they are correctly imported in tests/__init__.py.

Use the Right Test Classes Use transaction-based test classes so that each test runs in a rollbackable context. This ensures changes made during a test do not persist and affect other tests.

Principles for Writing Good Test Cases

Independence Each test should be self-contained. Tests must not depend on existing database state or leftover data.

No Side-Effects Avoid committing to the database in your test; let the framework manage rollbacks.

Fail-First for Bug Fixes When writing a test for a bug, first write a failing test, then implement the fix, and confirm the test passes.

Minimal but Sufficient Write the smallest test that covers the behavior you want to validate. Instead of one large test, prefer multiple smaller tests for clarity.

Tagging Tests Use tags to manage when tests should run. For example, some tests should run only after installation, others afterward.

Types of Tests in Odoo

Odoo supports several kinds of tests:

Python Unit Tests These validate business logic in your models.

JavaScript Unit Tests For frontend logic, where you can simulate and validate functionality in isolation.

Integration Tests (Tours) These mimic real user flows. A “tour” is a sequence of steps (like clicking buttons, filling forms) that runs in a headless browser and verifies that your system works end to end.

Benefits Beyond Testing

Ongoing Documentation: Because tests describe how features should behave, you (and others) can use them to understand your module’s logic without reading all the code.

Easier Upgrades: When migrating to newer versions of Odoo, your tests help verify that your custom logic still works correctly.

Better Team Collaboration: Developers on your team can rely on tests to understand each other’s work and avoid accidentally breaking existing behavior.

Conclusion

Writing test cases in Odoo is more than a technical exercise. It builds reliability, safety, and clarity into your development process. By investing time in structured tests, you create a foundation that supports future growth, refactoring, and upgrades. Even simple tests, when done consistently, deliver huge long term benefit. For anyone developing modules in Odoo — whether it is a small customization or a complex enterprise extension — writing test cases is a best practice that pays dividends over the life of your project.

Surekha Technologies is a trusted Odoo development and consulting partner that helps businesses build reliable and scalable ERP solutions. With strong expertise in Odoo customization testing and implementation, the team focuses on delivering high quality solutions that improve business efficiency. Their structured approach to quality assurance ensures stable performance smooth upgrades and long term value for clients.

[surekhatechnologies]

What Is Digital Transformation?

In todays fast paced world, digital transformation is no longer just a trendy phrase. It is a powerful shift that helps businesses become smarter, faster, and more competitive. At its core, digital transformation means using modern technology to improve how your company operates, communicates, and delivers value to customers. Think automation, data analytics, cloud solutions, and seamless online experiences all working together.

How Digital Transformation Helps Your Business Grow

When you embrace digital tools and strategies, the benefits appear across every part of your organization:

Higher efficiency Automation removes repetitive tasks and reduces errors while freeing up your teams time

Better decision making Real time data and analytics reveal customer patterns, market changes, and internal bottlenecks

Improved customer experiences Digital channels allow personalized interaction and smoother engagement

More innovation and adaptability Your business can adjust quickly, test ideas, and launch new offerings faster

Four Pillars of a Successful Digital Transformation Roadmap

To make your digital journey smooth and successful, build it on four strong pillars:

Process Optimization and Automation Use ERP systems such as Odoo to automate workflows and simplify routine operations

Content and Experience Management Tools like Adobe Experience Manager help you deliver consistent and engaging experiences across web mobile and other digital channels

Integration and Scalability Integrate systems through APIs a headless CMS or a Digital Experience Platform such as Liferay This removes data silos and supports long term scalability

Data Driven Decision Making Use analytics to understand customer behavior measure performance and guide strategic decisions with confidence

How to Bring Your Digital Transformation Plan to Life

Here is a simple action plan to begin your transformation journey:

Evaluate your current digital readiness Understand where your business stands today and what improvements you need

Define your vision and strategy Align your digital goals with your business objectives

Choose the right technology stack Select flexible scalable tools that support both current and future needs

Start small and grow steadily Begin with small focused projects Learn adjust and then expand

Create a digital first culture Encourage learning collaboration and openness to change across your team

Common Challenges and How You Can Overcome Them

Digital transformation comes with challenges such as:

Employee resistance to change

Outdated legacy systems

Unclear return on investment

Poorly connected data systems

To overcome these issues strong leadership is essential Communicate openly give teams the training they need and support a culture of experimentation and continuous learning

Why an Agile Approach Accelerates Transformation

Using an agile approach makes your transformation more flexible and scalable. It helps you

Break big projects into smaller manageable tasks

Test ideas quickly and learn from results

Bring teams together across departments

Stay flexible and respond to changing market needs

This approach reduces risks improves productivity and ensures your digital efforts align with real business impact.

The Bottom Line

Digital transformation is not just about upgrading technology. It is about rethinking how your business works innovates and delivers value. With the right strategy culture and tools you can unlock growth delight customers and stay ahead in a constantly evolving digital world.

Surekha Technologies supports organizations in their digital transformation journey by offering expertise in enterprise platforms cloud solutions and custom development. The team helps businesses build strong digital foundations and achieve sustainable long term growth.

[surekhatechnologies]

Secure Foundations for User Authentication in Laravel

In today’s interconnected web applications, implementing user authentication in Laravel with a modern frontend like Vue.js is essential. By leveraging JSON Web Tokens (JWT), developers can create robust authentication flows that are both stateless and scalable. This guide will walk you through how to integrate the backend power of Laravel with the reactivity of Vue.js – all while handling secure user authentication in Laravel and Vue.js using JWT.

What is a JWT and Why Use It?

A JSON Web Token (JWT) is a compact and self-contained way to transmit information between parties as a JSON object. It's digitally signed to guarantee the integrity of the data. In API-driven applications, using JWT enables one to avoid traditional session-based authentication and move toward more modern token-based mechanisms. A standard JWT has three parts: header, payload (with user info like userID, email, roles), and signature. Once a user logs in, the backend issues a token; the frontend stores it (e.g., in local storage or cookies) and attaches it to each request, which the backend then verifies.

How Laravel & Vue.js Work Together for JWT-Based Authentication

In this setup, Laravel serves as the API backend. It handles registration, login, logout and token issuance. For example, you install tymon/jwt-auth, generate the secret key, set your auth guard to use the ‘jwt’ driver, create your AuthController with methods like register, login, me, logout, and define API routes (/register, /login, protected routes via auth:api).

On the frontend side, Vue.js handles user interface, routing and token storage. After login you store the received token (e.g., localStorage.setItem('token', token)), configure Axios interceptors so each outgoing request includes Authorization: Bearer <token>, and protect routes using the Vue router’s beforeEach guard — e.g., if a route requires auth but no token is present, redirect to login.

This architecture makes user authentication in Laravel and Vue.js using JWT efficient and flexible.

JWT vs Sanctum: Choosing the Right Tool

Laravel ecosystem offers multiple authentication options. For example:

With JWT: stateless, no need for server-side session storage, uses local storage / cookies / headers. Best for multi-client APIs (web + mobile).

With Sanctum: stores tokens in the database, uses HTTP-only cookies, well suited for SPA first-party apps (Laravel backend + Vue frontend on same domain) where you can leverage cookies and built-in session invalidation.

When building a system where you might have multiple frontends (mobile apps, third-party clients) and you want full control over token issuance/expiration/refresh, JWT is often the better choice.

Considerations & Best Practices

When implementing such a setup, keep the following in mind:

Token expiry & refresh: JWTs typically include expiry (expires_in), so you might also implement a “refresh token” mechanism or force re-login after expiry to maintain good UX and security.

Token security: Storing tokens in local storage may expose them to XSS attacks. Consider HTTP-only cookies or appropriate safeguards.

Role-based access and permissions: JWT payload can carry user roles/permissions; your backend should enforce them, and your frontend should handle UI accordingly.

Logout and token invalidation: JWTs are stateless by design, so invalidating a token before expiry (e.g., on logout) typically requires maintaining a blacklist or another mechanism.

Cross-domain / CORS: If your frontend and backend are on different domains, set up appropriate CORS rules, secure headers, and ensure tokens are transmitted safely.

Conclusion

When it comes to establishing reliable, scalable authentication mechanisms for modern web applications, implementing user authentication in Laravel paired with Vue.js and JWT offers a compelling architecture. By combining a stateless backend, token-based flows, and a reactive frontend, you’re well positioned for growth, security and performance.

At Surekha Technologies, we specialize in building robust web solutions—whether it’s implementing secure authentication systems, custom API development, or full-stack web applications. If your team needs expert assistance to deploy user authentication in Laravel (and beyond), we are here to help you design, develop and deliver.

[surekhatechnologies]

Securing Liferay Remote Services with OAuth2 and Service Access Policies

The Modern Challenge of API Security

In today’s interconnected digital world, enterprise portals like Liferay DXP have evolved from simple content hubs into powerful integration platforms. They often communicate with mobile applications, external systems, and microservices through APIs. This flexibility enhances functionality but also increases the potential for security vulnerabilities if remote services are not properly secured.

Understanding Liferay Remote Services

Liferay’s remote services enable external systems to call internal portal logic, such as retrieving or updating data. These services are typically accessible through endpoints. When not adequately protected, these endpoints can expose sensitive operations and data, leaving your portal vulnerable to misuse.

The Role of OAuth2 in Securing APIs

OAuth2 provides a modern and secure way to manage authentication and authorization for remote access. Instead of using traditional credentials, OAuth2 issues access tokens that verify a client’s identity and permissions. These tokens can be restricted by scopes to define exactly which actions a client can perform. This ensures that even if multiple clients interact with your Liferay portal, each can only access what it is explicitly authorized to use.

Enforcing Authorization with Service Access Policies

Service Access Policies, or SAPs, are another powerful layer of security within Liferay. They allow administrators to define which specific service methods are accessible remotely. By configuring SAPs, you can whitelist only the necessary APIs, effectively blocking all unauthorized service calls. This combination of OAuth2 and SAPs provides both broad and fine-grained control over your remote service access.

How to Secure Liferay Remote Services

Start by enabling remote services in your Liferay module using the remote-service="true" attribute in your service configuration. Once deployed, move to the Liferay Control Panel and set up Service Access Policies for your desired endpoints. Disable the default open-access policy and define precise rules that grant access only to trusted clients. Next, configure OAuth2 by creating client applications under OAuth2 Administration. Assign specific scopes corresponding to the SAPs you’ve defined. When an external system requests access, it must first obtain a valid token using the OAuth2 credentials. This ensures that only authenticated and authorized requests can reach your services.

Best Practices for Maintaining Security

Always prefer OAuth2 over basic authentication or open endpoints

Whitelist only the essential service methods through SAPs

Regularly audit logs for suspicious activity

Periodically rotate OAuth2 client secrets

Enforce HTTPS for all API communication

Conclusion

Securing remote services is not just a technical necessity—it’s a strategic safeguard for your organization’s data and reputation. By combining OAuth2 authentication with Service Access Policies, Liferay administrators can confidently expose remote services without compromising security. This dual-layered protection ensures that only verified and authorized applications can access specific APIs, keeping your digital ecosystem both flexible and safe.

At Surekha Technologies, we specialize in delivering secure and scalable digital solutions built on platforms like Liferay DXP. Our team helps organizations implement best practices in API security, OAuth2 configuration, and access control to build robust enterprise systems. Partner with us to strengthen your portal security and unlock the full potential of your digital experience platform.