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Connect modules connect_sale

Business app bridge

Connect Sale

Sale integration for Oduist Connect.

Calls and quotations usually describe the same conversation, filed in two places. This bridge closes that gap: when a call is recorded, the caller’s most recent open quotation or order is attached to it, and from the call form a salesperson can open that order or start a new one already addressed to the caller.

The link runs in both directions. The order form carries a Calls smart button and the caller’s phone and mobile as searchable fields; the call form carries a Sale Order notebook page, an Unlink action, and an optional column on the call list. If the core transcription feature is on, the AI summary of the call is posted into the order’s chatter, so the record of what was agreed lives beside the numbers.

Nothing in the module knows which telephony backend placed the call — it extends the shared connect.call.process_call_event() hook, so a Twilio call and a FreeSWITCH call are linked the same way, including in a database running several providers side by side.

What it offers

  • Open order attached to the call

    When a call is recorded, the module looks up the caller's most recent open order — state draft, sent or sale — and writes it to the call's sale_order field. Cancelled orders are excluded, and a call that already carries an order is left alone, so a manual assignment is never overwritten.

  • Quotation created from the call form

    The Sale Order stat button opens the linked order, or — when there is none — retries the partner lookup and then opens a new order form with the caller already set as customer. The call id travels in the form context, so the new order is back-linked onto the call the moment it is saved.

  • Calls smart button on the order

    Every sale order gains connect_calls and the connect_calls_count behind a phone-icon smart button, listing each call that was linked to that order.

  • Phone numbers searchable on quotations

    Read-only partner_phone and partner_mobile are added to the order form and to the quotation and sales order search views, so a number read off a caller ID finds the paperwork it belongs to.

  • Sale Order page and list column

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

  • Summaries posted to the order chatter

    With the core transcription feature running and the shared connect.settings.register_summary switch on, a call summary lands in the linked order's chatter as soon as the summarization job finishes.

Scope of the current version

  • Matching is by partner, not by number: the core's own partner matching must have resolved a partner on the call before the order lookup can run.
  • Only one order is attached, and it is the most recent open one — the module makes no attempt to pick the order the call was actually about.
  • The bridge has no settings of its own; summary posting is governed by the shared core connect.settings.register_summary flag.
  • An active Oduist Connect Sale license is required. Automatic matching skips silently without one; the Sale Order button raises an error, because it is a direct user action.
  • Creating an order from a call runs with the operator's own Sales rights — a user who cannot create sale orders is blocked by the Sales security model, not by this bridge.
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