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Connect modules connect_account

Business app bridge

Connect Account

Accounting integration for Oduist Connect.

Accounts receivable is a telephone job. This bridge makes the phone system aware of it: as each call is recorded, Connect looks up the caller’s most recent posted, unpaid customer invoice and attaches it to the connect.call, so the person answering sees which document is in dispute before saying hello.

The scope is deliberately narrow. Only out_invoice moves in state posted and not fully paid ever qualify — vendor bills and credit notes are never matched — and there is no create action anywhere, because invoices belong to the accounting workflow rather than to a call. What the module does add is visibility in both directions: a Calls smart button and searchable partner phone fields on the invoice, an Invoice notebook page with an Unlink action on the call, and an optional column on the call list.

The bridge reads the shared call ledger rather than any provider’s API, which is why a call carried by Twilio, Telnyx, Asterisk or FreeSWITCH is matched by exactly the same code path.

What it offers

  • Posted, unpaid invoice on the call

    The lookup attaches the customer's most recent invoice that is move_type = out_invoice, state = posted and not yet fully paid, ordered by invoice date and then id. So the collections call opens with the document the customer is calling about already on the record.

  • Customer invoices only, by design

    The out_invoice filter is deliberate and not configurable: vendor bills, credit notes and every other move type are excluded, so a supplier document can never be attached to a customer call.

  • Calls smart button on the invoice

    The invoice form gains connect_calls and a phone-icon smart button with the connect_calls_count, opening every call that was ever linked to that invoice — the chase history in one click.

  • Phone numbers searchable on invoices

    Read-only partner_phone and partner_mobile are added to the invoice form and to the invoice search view, so an incoming number can be turned into the matching open invoice.

  • Invoice page and list column

    The call form gets an Invoice notebook page with an Unlink action, and the Connect call list gets an optional Invoice column right of Partner.

  • Read-only access for provider webhooks

    The webhook identity that ingests provider events is granted read on account.move and nothing else — the lookup runs elevated and writes only connect.call.invoice, so an unauthenticated telephony callback can never touch accounting data.

  • Summaries posted to the invoice chatter

    With the shared connect.settings.register_summary switch on, the AI summary of a payment conversation is posted to the linked invoice's chatter automatically.

Scope of the current version

  • Lookup only: there is no create button, and an invoice is never raised from a phone call.
  • Matching is by partner, so the core's partner matching must have resolved a partner on the call before the invoice lookup runs.
  • Only the single most recent qualifying invoice is attached; a customer with several open invoices gets the newest one, not all of them.
  • The bridge has no settings of its own — summary posting follows the core connect.settings.register_summary flag.
  • An active Oduist Connect Account license is required. Without it calls are still recorded, but no invoice is linked and no summary is posted; the check is silent and never interrupts call ingestion.
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