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ABS Integration Functional Area

This functional area covers the integration between OVES's Odoo system and the ABS (Asset-Based Services) microservices architecture, using n8n as the integration layer.

Overview

The ABS integration enables OVES to manage people, products, services, assets, billing, and payments across multiple systems:

  • Odoo: System of record for people & money
  • ABS/Thing/Client microservices: Systems of record for services, assets, and distributor ownership
  • n8n: Integration glue between systems

Key Documents

OVES ABS–Odoo Integration Handbook

A comprehensive technical implementation guide covering:

  • Scope & First Principles: Business summary and source-of-truth boundaries
  • Customer Management: People and partner handling across channels
  • Multi-Company Setup: OVES operating entities and currency management
  • Franchise/Distributor Management: Internal and external distributor handling
  • Asset Management: FLEETs and ITEMs (Thing Service)
  • Service Plans & Subscriptions: ABS service bundles and Odoo subscriptions
  • Billing & Payments: Invoice generation and payment processing
  • Inventory Integration: Stock management and consignment handling
  • Integration Patterns: n8n workflows and data synchronization
  • Deployment Matrix: Capability comparison across Odoo editions
  • SOPs & Checklists: Operational procedures and field references

CRM–ABS Integration Strategy

A strategic planning and deployment guide covering:

  • Strategic Design Principles: Clear role definitions and interface implications
  • Information Flow: Odoo → ABS integration patterns
  • Trigger Methods: Deployment compatibility matrix for different Odoo editions
  • Phased Integration Plan: Step-by-step deployment approach (Cloud → .sh → On-Prem)
  • Developer Instructions: Forward-compatibility and upgrade considerations
  • Deployment Decision Matrix: Odoo.sh vs On-Prem comparison

Integration Architecture

System Context Overview

The following diagram shows the high-level integration between Odoo and the external microservices:

Odoo ABS System Context

Figure 1: Odoo ⇄ ABS/Thing/Client Integration System Context

Core Data Model

The following diagram shows the Odoo core data model structure for ABS integration:

Odoo ABS Data Model

Figure 2: Odoo Core Data Model for ABS Integration

Source-of-Truth Boundaries

Domain System of Record Odoo Storage Write Rules
People & Companies Odoo Full identity; ref holds external IDs Odoo owns create/update/merge
Distributor ↦ Fleet ownership Client MS Distributor as res.partner; Fleet as account.analytic.account Client pushes creates/updates
Fleet ↦ Item assignment Thing MS Optional mirrors: stock.production.lot, stock.location Thing pushes item events
Commercial documents Odoo Full ledger & statuses ABS/Thing/Client consume facts

Key Integration Points

  1. Customer Management: Portal users, contact deduplication, multi-channel handling
  2. Multi-Company: Currency, tax logic, website/POS scoping
  3. Asset Tracking: Fleet ownership, item serialization, station topology
  4. Subscription Management: Service plans, billing cycles, entitlement enforcement
  5. Payment Processing: Token management, auto-charging, reconciliation

Migration Considerations

Phase Integration

This functional area spans multiple migration phases:

  • Phase 2: Company structure setup (multi-company configuration)
  • Phase 4: Contacts and partners (distributor hierarchy)
  • Phase 6: Sales and pricing (subscription setup)
  • Phase 7: Additional modules (inventory integration)

Team Responsibilities

  • IT Team: n8n workflow setup, API integration, data synchronization
  • Finance Team: Multi-company setup, currency configuration, billing integration
  • Sales Team: Subscription management, customer portal setup
  • Manufacturing Team: Asset tracking, inventory integration
  • Sales - Subscription and customer management
  • Finance - Multi-company and billing setup
  • Inventory - Asset tracking and stock management
  • Products - Service product definitions

Quick Reference

Key Odoo Models

  • res.partner - Customers and distributors
  • res.company - OVES operating entities
  • account.analytic.account - Fleet representation
  • sale.subscription - Service plan subscriptions
  • stock.production.lot - Item serial tracking
  • stock.location - Station topology

Integration Events

  • people.changed - Customer updates
  • fleet.upsert - Fleet ownership changes
  • item.create/move - Asset placement events
  • subscription.invoice - Billing events

For detailed implementation guidance, refer to the Integration Handbook.