Oduist Connect Account — Administrator Guide
connect_account is a provider-agnostic bridge that links calls in the Oduist
Connect telephony platform to Odoo customer invoices. When a call is recorded, the
module looks up an open (posted, unpaid) customer invoice for the call's partner and
attaches it to the connect.call.
Because the bridge depends only on the shared connect.call ledger — never on a
specific telephony provider — it works identically for calls handled through
Twilio, FreeSWITCH, Asterisk, Telnyx, Infobip, or any other Connect provider. All
providers funnel their events through the same connect.call.process_call_event()
hook, and this module extends that hook.
What this module provides
| Area | Capability |
|---|---|
| Call linking | Automatically attaches an open customer invoice to each call, matched by the call's partner |
| Invoice form | A Calls smart button on the invoice form lists all calls linked to that invoice; partner phone/mobile shown read-only |
| Call form | An Invoice notebook page shows the linked invoice, with an Unlink action |
| Call list | An optional Invoice column on the Connect call list |
| Search | Partner phone/mobile added as searchable fields on the invoice search view |
| Summaries | Optionally posts the OpenAI call summary to the linked invoice's chatter |
Customer invoices only — lookup only, no create
Matching is scoped to customer invoices (move_type = out_invoice) that are
posted and not fully paid. Vendor bills, credit notes, and other move
types are never matched. Like a lookup, this bridge has no create button —
invoices are never created from a call.
Dependencies
From __manifest__.py:
connect— the Oduist Connect core (shared call ledger).account— Odoo Invoicing / Accounting.
Prerequisites
- The core
connectmodule installed and configured with at least one telephony provider. - Core partner matching working, so calls carry a
partnerfor the lookup to use. - A valid Oduist Connect Account license. Every hook checks the license silently; without it, calls are still recorded but no invoice is linked.
Guide contents
- Configuration & Usage — how invoice matching works, summary posting, and the license gate.
- Security — access groups and the webhook grant.
Menus
This bridge adds no menu of its own. Linked calls surface on the existing Connect call views and through the Calls smart button on each invoice. Configuration lives on the shared Connect settings.