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DocFlow — AI Purchase Order Automation for Odoo 19

Turn purchase orders (PDF, email, or photo) into Odoo 19 Sales Orders automatically. Claude AI reads each document, a human approves in one click, and the order lands in Odoo as a sale.order — no manual data entry.

Next.js React TypeScript Odoo Supabase Anthropic License

Note: public, auditable edition of a production product. Real credentials, domains, and customer names have been replaced with placeholders. The code is functional but needs your own configuration (Supabase, Anthropic, Odoo 19) to run end to end.

What is DocFlow?

DocFlow is an AI-powered purchase order automation layer for Odoo 19. It converts incoming purchase orders — on paper, PDF, or email — into structured Odoo Sales Orders without re-typing. A supplier uploads a PDF, Claude extracts every line with prices and quantities, a reviewer approves in seconds, and the order is pushed to Odoo 19 over native XML-RPC as a sale.order.

📄 PDF / Email / Photo   →   🤖 Claude AI extracts   →   👤 1-click review   →   ✅ Odoo 19 sale.order

Why DocFlow for Odoo 19?

  • Native Odoo 19 integration over XML-RPC — creates sale.order, res.partner and product.product records directly, no middleware.
  • Zero manual entry — eliminate the data-entry desk for inbound POs.
  • Human-in-the-loop — AI extracts, a person approves; full audit trail.
  • ERP-agnostic core — Odoo 19 supported out of the box; the connector layer can target any XML-RPC ERP.

Features

📥 Multichannel ingestion

Channel Description
Direct upload Drag & drop — PDF, image, JPEG, Excel
Email Webhook (Mailgun · Resend) or an OAuth email provider
IMAP Automatic polling of any mailbox
QR scanner QR code → photo from a phone, no login
Portal connectors Supplier portal / marketplace connectors, daily cron

🤖 AI extraction

  • Claude Sonnet — multimodal, reads PDFs and images directly
  • Extracts supplier, order number, date, line items, SKU, quantities, prices, totals
  • Review Profiles — configurable templates per document type
  • Provider Templates — per-supplier field annotations
  • Auto-approve — configurable confidence threshold, no human review when the AI is sure
  • Idempotent per processing_run_id — retries never double-charge the API

✅ Review workflow

  • Side-by-side view: original PDF + extracted fields
  • Inline editing of any field before approval
  • Rejection with full audit trail (rejected_by, rejected_at)
  • Bulk actions for high-volume teams
  • Reseller mappings: supplier SKU → your own Odoo product

🔄 Odoo 19 synchronization

  • Native XML-RPC — built and tested against Odoo 19
  • Creates the sale.order with all its lines automatically
  • Per-tenant customer and product mapping
  • Reseller mode (buy from supplier, sell to customer)
  • Rate limiting (30 retries/h per tenant)
  • Full log of every push attempt

🏢 Multi-tenant

  • Full isolation with PostgreSQL Row Level Security (RLS)
  • Each tenant has its own Odoo, AI, supplier and mapping configuration
  • Email team invitations

🛡️ Security & observability

  • Token-bucket rate limiting on upload (100/h) and retry-sync (30/h)
  • Replay protection on email ingestion (rejects messages older than 15 min)
  • HMAC-SHA256 signed QR tokens, 7-day TTL
  • workflow_events — complete timeline for every document

Architecture

┌──────────────────────────────────────────────────────────────┐
│                        BROWSER                               │
│   Next.js 16 · React 19 · Tailwind v4 · shadcn/ui           │
│   next-intl (en/es) · Sonner · Recharts · TanStack Table    │
└──────────────────────────────┬───────────────────────────────┘
                               │ HTTPS
┌──────────────────────────────▼───────────────────────────────┐
│                       WEB (serverless)                        │
│                                                              │
│  /api/upload          → validate, store in Supabase Storage  │
│  /api/scan-links      → generate signed QR (HMAC-SHA256)     │
│  /api/order-drafts/*  → approve · reject · retry-sync       │
│  /api/settings/*      → odoo · ai · team · mappings         │
│  /api/ingest/*        → email webhooks                       │
│  /api/cron/*          → browser-ingest (daily 6am)          │
└──────────────┬───────────────────────────┬───────────────────┘
               │ Supabase JS SDK            │ XML-RPC
┌──────────────▼──────────────┐   ┌────────▼──────────────────┐
│          SUPABASE           │   │          ODOO 19           │
│                             │   │                            │
│  PostgreSQL + RLS           │   │  sale.order                │
│  Auth (magic link)          │   │  res.partner               │
│  Storage (PDFs/images)      │   │  product.product           │
│                             │   └────────────────────────────┘
│  Edge Functions (Deno):     │
│  ├── ai-process  ───────────┼──▶  Anthropic API
│  ├── odoo-sync              │     Claude Sonnet multimodal
│  ├── ingest                 │
│  ├── email-ingest           │
│  ├── odoo-sync-catalog      │
│  └── janitor-uploads        │
└─────────────────────────────┘

Document lifecycle

uploaded → processing → needs_review → reviewed → synced
               ↓              ↓            ↓          ↓
            failed         rejected      failed    archived

Tech stack

Layer Technology Version
Framework Next.js App Router 16.x
UI React 19.x
Language TypeScript 5.x
Styling Tailwind CSS v4
Components shadcn/ui + Radix UI —
i18n next-intl (en/es) 4.x
Database Supabase (PostgreSQL) —
Auth Supabase Auth (magic link) —
Storage Supabase Storage —
Edge Functions Supabase Functions (Deno) —
AI / LLM Anthropic Claude Sonnet —
ERP Odoo 19 via XML-RPC 19
Package manager pnpm 10.x
Unit tests Vitest 4.x
E2E tests Playwright 1.x

Project structure

docflow/
├── src/
│   ├── app/
│   │   ├── [locale]/               # i18n routes (en / es)
│   │   │   ├── inbox/              # Documents to process
│   │   │   ├── review/[id]/        # Review workspace
│   │   │   ├── processed/          # Synced orders
│   │   │   ├── templates/          # Extraction templates
│   │   │   ├── integrations/       # External connectors
│   │   │   ├── settings/           # Odoo · AI · team · mappings
│   │   │   ├── help/               # Bilingual help center
│   │   │   └── dashboard/          # Metrics and overview
│   │   └── api/                    # Route handlers (Node.js)
│   ├── components/
│   │   ├── app/                    # Product components
│   │   └── ui/                     # shadcn/ui base
│   ├── lib/
│   │   ├── supabase/               # Clients: server · client · middleware
│   │   ├── rate-limit.ts           # Per-tenant token bucket
│   │   └── scan-token.ts           # HMAC for QR
│   └── messages/
│       ├── en.json                 # English translations
│       └── es.json                 # Spanish translations
│
├── supabase/
│   ├── functions/                  # Edge Functions (Deno)
│   │   ├── ai-process/             # Extraction with Claude
│   │   ├── odoo-sync/              # Sync to Odoo 19
│   │   ├── ingest/                 # Document pipeline
│   │   ├── email-ingest/           # Email webhooks
│   │   ├── odoo-sync-catalog/      # Sync Odoo catalog
│   │   └── janitor-uploads/        # Storage cleanup
│   └── migrations/                 # 25+ SQL migrations
│
├── e2e/                            # Playwright tests
├── docs/                           # Deployment & guides
└── package.json

Quick start

Prerequisites

  • Node.js ≥ 22, pnpm ≥ 9
  • A Supabase project
  • An Anthropic API key
  • An Odoo 19 instance reachable over XML-RPC

Setup

# 1. Clone
git clone https://github.com/moises-arch/docflow.git && cd docflow

# 2. Install
pnpm install --frozen-lockfile

# 3. Environment variables
cp .env.example .env.local
# edit .env.local with your values

# 4. Database
npx supabase link --project-ref <project-id>
npx supabase db push
pnpm db:types

# 5. Edge Function secrets
npx supabase secrets set ANTHROPIC_API_KEY=sk-ant-...
npx supabase secrets set INTAKE_SECRETS_KEY=$(openssl rand -hex 32)

# 6. Deploy Edge Functions
npx supabase functions deploy ai-process odoo-sync ingest email-ingest janitor-uploads

# 7. Local server
pnpm dev   # → http://localhost:3001

Environment variables

Variable Required Description
NEXT_PUBLIC_APP_URL ✅ Public app URL
NEXT_PUBLIC_ERP_BASE_URL ⬜ Odoo 19 base URL for deep links
NEXT_PUBLIC_SUPABASE_URL ✅ Supabase project URL
NEXT_PUBLIC_SUPABASE_PUBLISHABLE_KEY ✅ Supabase anon key
SUPABASE_SERVICE_ROLE_KEY ✅ Service role key (server only)
CRON_SECRET ✅ openssl rand -hex 32
SCAN_TOKEN_SECRET ✅ openssl rand -hex 32
NEXT_PUBLIC_SENTRY_DSN ⬜ Error reporting with Sentry

⚠️ ANTHROPIC_API_KEY and INTAKE_SECRETS_KEY go in Supabase Secrets only, never on the web host.

See .env.example for the full list with descriptions.

Commands

pnpm dev          # Local server :3001 (turbopack)
pnpm build        # Production build
pnpm typecheck    # TypeScript check (required before deploy)
pnpm test         # Vitest unit tests
pnpm test:e2e     # Playwright e2e tests
pnpm db:types     # Regenerate database.types.ts from Supabase
pnpm format       # Prettier across the repo

Use cases & keywords

DocFlow is built for teams that receive a high volume of inbound purchase orders and want them in Odoo 19 without manual data entry:

  • Odoo 19 purchase order automation / Odoo 19 sales order automation
  • AI document extraction for Odoo — PDF, image and email to sale.order
  • Odoo 19 EDI / PO ingestion from supplier portals and marketplaces
  • PDF to Odoo 19 sales order converter with human review
  • Odoo 19 AI integration powered by Anthropic Claude
  • B2B order automation and purchase order OCR for distributors and resellers
  • Odoo 19 connector for invoices, purchase orders and product catalogs

Topics: odoo · odoo-19 · odoo-integration · purchase-order-automation · document-ai · sales-order · nextjs · supabase · anthropic-claude · erp-integration · ocr · b2b

License

MIT — see LICENSE.

⚡ Built by Mojo Dev

About

AI purchase order automation for Odoo 19 — extract POs from PDF/email with Claude, human review, and sync to Odoo 19 as sale.order. Next.js 16 + Supabase + Anthropic.

Topics

ocr nextjs odoo b2b sales-order supabase document-ai anthropic-claude odoo-integration erp-integration odoo-19 purchase-order-automation

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Readme

License

MIT license
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