Custom Modules¶
This Odoo 15 deployment includes custom modules extending core functionality for field service, communication, accounting, and API integrations.
Module Architecture¶
graph TB
subgraph "Odoo Core"
Base[Base]
CRM[CRM]
Sales[Sales]
Stock[Inventory]
Account[Accounting]
FSMCore[industry_fsm]
Purchase[Purchase]
end
subgraph "Field Service Stack"
FSM[fieldservice]
FSMAuto[jdx_field_service_automation]
Signature[jdx_service_signature]
end
subgraph "Communication"
JustCall[justcall_sms]
Twilio[twilio_sms_gateway_gsc]
GChat[jdx_google_chat]
end
subgraph "Helpdesk Stack"
HD[helpdesk]
HDFSM[jdx_helpdesk_fsm]
end
subgraph "Integrations"
Xero[xero_integration]
RestAPI[restapi]
end
Base --> FSM
FSM --> FSMAuto
FSMAuto --> Signature
Sales --> FSMAuto
CRM --> JustCall
FSM --> JustCall
HD --> HDFSM
FSM --> HDFSM
Signature --> HDFSM
Account --> Xero
Sales --> Xero
Base --> RestAPI
Sales --> GChat
Account --> GChat
FSMCore --> GChat
Purchase --> GChat
Module Categories¶
Field Service¶
Core modules for managing field service operations, work orders, and technician dispatch.
| Module | Technical Name | Version | Description |
|---|---|---|---|
| Field Service | fieldservice |
15.0.1.1.1 | OCA base module for FSM orders, locations, workers |
| FSM Automation | jdx_field_service_automation |
15.0.0.0 | Auto-create FSM orders from delivery validation |
| Service Signature | jdx_service_signature |
15.0.1.2.0 | Customer signature capture, warranty acknowledgment |
| FSM Calendar | jdx_fsm_calendar |
15.0.1.0.0 | Sync FSM orders to shared Google Calendar |
Dependency Chain: base_territory → fieldservice → jdx_field_service_automation → jdx_service_signature
Communication¶
SMS and chat integrations for customer communication and team notifications.
| Module | Technical Name | Version | Provider | Description |
|---|---|---|---|---|
| Google Chat | jdx_google_chat |
15.0.1.0.0 | Send notifications to Google Chat spaces | |
| JustCall SMS | justcall_sms |
15.0.2.0.0 | JustCall | Unified inbox, multi-line, webhooks, MMS |
| Twilio Gateway | twilio_sms_gateway_gsc |
- | Twilio | SMS gateway for Twilio |
| SMS to CRM | jdx_send_sms_crm |
15.0.0.0 | Twilio | Send SMS button on CRM leads |
| SMS to Contacts | jdx_send_sms_contact |
15.0.0.0 | Twilio | Send SMS from contact forms |
Google Chat Integration
Google Chat (jdx_google_chat) sends automated notifications when:
- FSM orders change stage
- Sale orders are confirmed
- Invoices are posted
- Purchase orders are confirmed
Each company can configure their own webhook and notification preferences.
SMS Provider Choice
JustCall (justcall_sms) is recommended for businesses needing:
- Multi-line support with unified inbox
- Two-way SMS conversations
- MMS (pictures/videos) support
- Real-time webhooks
Twilio modules are suitable for simpler one-way SMS notifications.
Accounting & Integrations¶
| Module | Technical Name | Version | Description |
|---|---|---|---|
| Xero Integration | xero_integration |
15.0.1.0.0 | Sync invoices to Xero accounting |
| REST API | restapi |
2.0.0 | OAuth½, API Key authentication |
| AWS Gateway | jdx_aws_gateway |
15.0.1.0.0 | Send Odoo events to AWS API Gateway |
Helpdesk¶
Enhanced helpdesk with field service integration for after-service (A/S) workflows.
| Module | Technical Name | Version | Description |
|---|---|---|---|
| Helpdesk | helpdesk |
1.4 | Ticket management, SLA, ratings |
| Helpdesk Department | helpdesk_department |
- | Department-based ticket routing |
| Helpdesk FSM | jdx_helpdesk_fsm |
15.0.1.0.0 | Create A/S orders from tickets |
| Website Helpdesk | website_helpdesk |
- | Customer portal for tickets |
A/S Workflow: Helpdesk Ticket → Create A/S Order → FSM Work Order → Signature → Auto-resolve Ticket
Base Configuration¶
Install first on new databases to set up core configuration.
| Module | Technical Name | Version | Description |
|---|---|---|---|
| JDX Core Data | jdx_core_data |
15.0.1.0.0 | MTO route, locations, colors, categories |
Sales Enhancements¶
| Module | Technical Name | Version | Description |
|---|---|---|---|
| Product Dimensions | bi_product_dimension |
15.0.1.0.0 | Core module - Window blinds pricing (Width x Height) |
| Customer Payment Method | customer_payment_method |
15.0.1.0.0 | Portal payment selection, 50% auto-invoice |
| Copy Sale/Purchase Lines | bi_copy_sale_purchase_line |
15.0.1.0.0 | Duplicate order lines quickly |
| Sale Order Photos | jdx_sale_order_photos |
15.0.1.0.0 | S3 photo gallery on sale orders |
Inventory Enhancements¶
| Module | Technical Name | Version | Description |
|---|---|---|---|
| Inventory Receipt | inventory_receipt |
15.0.1.0.1 | Product summary on receipts |
| Product Dimensions | bi_product_dimension |
15.0.1.0.0 | Dimension fields flow to stock moves |
| Cancel Picking | dev_picking_cancel |
- | Cancel stock picking orders |
Utilities¶
| Module | Technical Name | Version | Description |
|---|---|---|---|
| Auto Backup | auto_backup |
16.0.0.1 | Scheduled database backups |
| Base Territory | base_territory |
- | Territory management (FSM dependency) |
| Facebook Pixel | fb_pixel |
- | Facebook tracking pixel |
Module Locations¶
extra-addons/
├── odoo/ # Custom business modules
│ ├── jdx_core_data/ # Base configuration (install first)
│ ├── bi_product_dimension/ # Core blinds pricing
│ ├── fieldservice/ # OCA Field Service
│ ├── jdx_field_service_automation/
│ ├── jdx_service_signature/
│ ├── jdx_fsm_calendar/ # Google Calendar sync
│ ├── jdx_aws_gateway/ # AWS API Gateway events
│ ├── jdx_google_chat/ # Google Chat notifications
│ ├── justcall_sms/
│ ├── jdx_send_sms_crm/ # Twilio SMS for CRM
│ ├── jdx_send_sms_contact/ # Twilio SMS for Contacts
│ ├── xero_integration/
│ ├── restapi/
│ ├── jdx_sale_order_photos/
│ ├── inventory_receipt/
│ └── auto_backup/
│
└── helpdesk/ # Helpdesk module group
├── helpdesk/
├── helpdesk_department/
├── jdx_helpdesk_fsm/
├── timer/
├── web_cohort/
└── website_helpdesk*/
Odoo Config (configs/odoo.conf):
Installation¶
Install Single Module¶
Install Module Groups¶
# Field Service stack
docker compose exec odoo odoo \
-i fieldservice,jdx_field_service_automation,jdx_service_signature \
--stop-after-init -d DATABASE_NAME
# Communication (JustCall)
docker compose exec odoo odoo \
-i justcall_sms \
--stop-after-init -d DATABASE_NAME
# Helpdesk stack
docker compose exec odoo odoo \
-i helpdesk,jdx_helpdesk_fsm \
--stop-after-init -d DATABASE_NAME
Update Module¶
Refresh Module List¶
After adding new modules:
External Dependencies¶
Some modules require Python packages:
| Module | Python Packages |
|---|---|
xero_integration |
xero_python, psycopg2 |
restapi |
oauthlib, jwt, cryptography |
jdx_sale_order_photos |
boto3 |
jdx_service_signature |
boto3 |
Install in container:
Configuration Checklist¶
New Deployment¶
- Install
fieldserviceand dependencies - Install
helpdeskstack - Choose and install SMS module (JustCall or Twilio)
- Install
restapifor external integrations - Install
xero_integrationif using Xero accounting - Configure module-specific settings (see individual docs)
Per-Module Configuration¶
| Module | Configuration Required |
|---|---|
jdx_google_chat |
Google Chat webhook URL, notification settings |
justcall_sms |
API key, webhook URL, phone lines |
xero_integration |
OAuth credentials, account mapping |
restapi |
OAuth clients, API keys |
jdx_service_signature |
AWS S3 credentials |
Module Documentation¶
Core Business Modules¶
- JDX Core Data - Install first - MTO route, locations, colors, categories
- Product Dimensions - Core window blinds pricing, dimension fields, premium add-ons
- Sales Extensions - Payment methods, auto-invoice, line copy, photos
- FSM Extensions - FSM automation, calendar sync, AWS Gateway
- Service Signature - Signature capture configuration
- Inventory Extensions - Inventory features, MTO configuration
Integrations¶
- Google Chat - Google Chat notifications setup and usage
- JustCall SMS - SMS integration setup and usage
- Xero Integration - Accounting sync setup
- REST API - API authentication and endpoints
- Helpdesk - Helpdesk configuration and FSM integration
- CRM Extensions - CRM customizations and Twilio SMS