Sales Extensions¶

Custom sales order enhancements for window treatment business operations.

Module Overview¶

Module	Technical Name	Version	Description
Product Dimensions	`bi_product_dimension`	15.0.1.0.0	Core dimension-based pricing (Width x Height)
Product Configurator	`jdx_product_configurator`	15.0.4.0.0	Blinds, Shutters, Outdoor configuration wizards
Sale Order Photos	`jdx_sale_order_photos`	15.0.1.0.0	S3 photo gallery on sale orders
Copy Sale/Purchase Lines	`bi_copy_sale_purchase_line`	15.0.1.0.0	Duplicate order lines quickly
Customer Payment Method	`customer_payment_method`	15.0.1.0.0	Payment selection and auto-invoicing

Product Configurator (jdx_product_configurator)¶

The core module for window treatment sales, providing dynamic configuration wizards for three product categories.

Product Categories¶

Category	Wizard	Vendor Type	Key Features
Blinds/Shades	Blinds Config Wizard	blinds	Fabric, color, motorization
Shutters	Shutter Config Wizard	shutter	Panel layout, louver size, frame type
Outdoor Screens	Outdoor Config Wizard	outdoor	Wind rating, motor, track system

Implementation Status¶

Version	Feature	Status
V3	Blinds/Shutters/Outdoor Wizards	✅ Complete
V3	Batch Entry & SO Line Creation	✅ Complete
V3	Vendor-specific PO Reports	✅ Complete
V4 Phase 1	Window Shapes (Arch, Rake, Fan)	✅ Complete
V4 Phase 2	Enhanced Cutouts (Half-circle, Rectangular)	✅ Complete
V4 Phase 3	Multi-page PO Reports	⚠️ Partial (cutout diagrams pending)
V4 Phase 4	AI Draft Generation (OpenAI, Claude, Gemini)	✅ Complete

System Architecture¶

┌─────────────────────────────────────────────────────────────────────────┐
│                              SALE ORDER                                  │
│                         (Source of Truth)                                │
│                                                                         │
│  ┌─────────────────┐  ┌─────────────────┐  ┌─────────────────┐         │
│  │ Blinds Wizard   │  │ Shutter Wizard  │  │ Outdoor Wizard  │         │
│  │ ┌─────────────┐ │  │ ┌─────────────┐ │  │ ┌─────────────┐ │         │
│  │ │ Common      │ │  │ │ Common      │ │  │ │ Common      │ │         │
│  │ │ Settings    │ │  │ │ Settings    │ │  │ │ Settings    │ │         │
│  │ ├─────────────┤ │  │ ├─────────────┤ │  │ ├─────────────┤ │         │
│  │ │ Window 1    │ │  │ │ Window 1    │ │  │ │ Unit 1      │ │         │
│  │ │ Window 2    │ │  │ │ Window 2    │ │  │ │ Unit 2      │ │         │
│  │ │ Window 3    │ │  │ │ ...         │ │  │ │ ...         │ │         │
│  │ └─────────────┘ │  │ └─────────────┘ │  │ └─────────────┘ │         │
│  └────────┬────────┘  └────────┬────────┘  └────────┬────────┘         │
│           └────────────────────┼────────────────────┘                   │
│                                ▼                                        │
│                       SALE ORDER LINES                                  │
└─────────────────────────────────────────────────────────────────────────┘
                                    │
                    SO Confirmed ───┼─── Auto-Generate POs
                                    │
         ┌──────────────────────────┼──────────────────────────┐
         ▼                          ▼                          ▼
┌─────────────────┐      ┌─────────────────┐      ┌─────────────────┐
│ PO: Blinds      │      │ PO: Shutter     │      │ PO: Outdoor     │
│ Vendor          │      │ Vendor          │      │ Vendor          │
├─────────────────┤      ├─────────────────┤      ├─────────────────┤
│ • Fabric codes  │      │ • Panel layout  │      │ • Drop specs    │
│ • Color codes   │      │ • Frame type    │      │ • Motor specs   │
│ • Motor specs   │      │ • Louver size   │      │ • Wind rating   │
│ • Dimensions mm │      │ • Hinge diagram │      │ • Track type    │
└─────────────────┘      └─────────────────┘      └─────────────────┘

Blinds/Shades Configuration¶

Common Settings (Wizard Header)¶

Settings that apply to all windows in a batch:

Field	Type	Required	Description
`product_id`	Many2one	Yes	Product (Zebra LF, Zebra BO, Roller, etc.)
`fabric_id`	Many2one	Yes	Fabric selection
`color_id`	Many2one	Yes	Supply color
`head_rail_color`	Selection	No	White / Black / Custom
`valance_type`	Selection	No	Open / Standard / Compact 25
`high_top`	Selection	No	High top option (+pricing)
`fabric_on_head`	Boolean	No	Fabric wrap on head rail (+$20)
`fabric_on_bottom`	Boolean	No	Fabric wrap on bottom (+$20)

Per-Window Fields (Wizard Lines)¶

Unique settings per window:

Field	Type	Required	Description
`room_name`	Char	Yes	Room/Location name
`width`	Integer	Yes	Width in mm
`height`	Integer	Yes	Height in mm
`mount_type`	Selection	Yes	Inside / Outside
`motorized`	Boolean	No	Has motor
`string_side`	Selection	Yes	L / R / Cordless

Why Per-Window for Mount/Motor/String?¶

Field	Reason
Mount	Some windows fit inside frame, others need outside mount
Motor	Customer may only want certain windows motorized (cost)
String	Left/Right varies by window position, Cordless for child safety

Dimension Flow¶

Salesman enters:    width = 893 mm,  height = 1197 mm
                           ↓
Customer Quote:     customer_width = 900 mm  (ceil to 10mm)
                    customer_height = 1200 mm
                           ↓
Purchase Order:     purchase_width = 893 mm  (raw for vendor)
                    purchase_height = 1197 mm
                           ↓
PO Report (inches): width_inch = 35.16"  (÷ 25.4)
                    height_inch = 47.13"

Shutters Configuration¶

Material & Grade¶

Field	Type	Options	Description
`shutter_material`	Selection	polycore, lexwood	PolyCORE® or LexWOOD®
`shutter_grade`	Selection	standard, premium, advantage, plus, preferred	Material grade
`material_origin`	Selection	domestic, imported	PolyCORE: Made in USA or Imported

Window Shape Types¶

Code	Name	Extra Dimensions
`standard`	Standard Rectangle	Width × Height only
`arch`	Arch (AR)	Width(A), Middle(B), Left(C), Right(D)
`rake`	Rake (RK)	Width(A), Height(B), Left(C), Right(D)
`half_arch_left`	½ Arch Left	Width(A), Middle(B), Left(C), Right(D)
`half_arch_right`	½ Arch Right	Width(A), Middle(B), Left(C), Right(D)
`half_circle_fan`	½ Circle Fan Top	Width(A), Height(B)
`eyebrow_fan`	Eyebrow Fan Top	Width(A), Height(B), Left(C), Right(D)

ARCH (AR)                    RAKE (RK)
    ┌───────┐                    /│
   /         \                  / │
  │           │                /  │
  │     B     │               /   │D
 C│           │D             / B  │
  │           │             /     │
  └───────────┘            └──────┘
       A                       A

1/2 ARCH-LEFT              1/2 ARCH-RIGHT
  ┌────┐                         ┌────┐
 /     │                         │     \
│  B   │D                       C│   B  │
└──────┘                         └──────┘
    A                               A

1/2 CIRCLE FAN TOP         EYEBROW FAN TOP
       ╭───────╮                 ╭─────╮
      ╱    B    ╲              C╱   B   ╲D
     └───────────┘              └─────────┘
           A                         A

Configuration Options¶

Field	Type	Options	Description
`louver_size`	Selection	2.5", 3.5", 4.5"	Louver blade size
`tilt_type`	Selection	tilt_rod, hidden_tilt	Control mechanism
`frame_type`	Char	L-frame, Z-frame, Deco	Frame configuration
`hinging`	Selection	L, R, LR, RL	Hinge side
`panel_count`	Integer	1-8	Number of panels
`has_divider_rail`	Boolean	Y/N	Horizontal divider rail
`divider_position`	Float	mm	Position from bottom

Shutter Colors¶

PolyCORE Colors:

Code	Color
BRI	Bright White
DUL	Dull White
OFF	Off White
PRL	Pearl
ULT	Ultra White

Cut Out Options (Door Handles)¶

For shutters with door handle cutouts:

Field	Type	Description
`has_cutout`	Boolean	Has cut out
`cutout_type`	Selection	half_circle, rectangular, custom
`cutout_side`	Selection	left, right
`cutout_position_c`	Float	Position from bottom (inches)
`cutout_radius_e`	Selection	4¼", 5¼", 6¼" (half circle)
`cutout_height_c`	Float	Cut out height (rectangular)
`cutout_width_e`	Float	Cut out width (rectangular)
`cutout_recessed_plate`	Float	Recessed plate dimension

HALF CIRCLE CUT OUT              RECTANGULAR CUT OUT
┌─────────────────────────┐      ┌─────────────────────────┐
│      ╭───────╮          │      │     ┌───────────┐       │
│     ╱    E    ╲         │      │     │     E     │← C    │
│    (  radius   )        │      │     │  (width)  │       │
│     ╲         ╱         │      │     └───────────┘       │
│      ╰───┬───╯          │      │          │ D            │
│          │ C            │      │          ↓              │
│          ↓              │      │     ┌────┴────┐         │
│     ┌────┴────┐         │      │     │    F    │         │
│     │    D    │         │      │     └─────────┘         │
└─────────────────────────┘      └─────────────────────────┘

Cutout Pricing:

Type	PolyCORE	LexWOOD
Standard	$150	$120
Custom	+$50 surcharge	+$50 surcharge

Fan Top Specific¶

Field	Options	Description
`fan_bottom_type`	with_frame, with_base	Bottom configuration

Outdoor Screens Configuration¶

Location & Dimensions¶

Field	Type	Description
`location_name`	Char	Patio, Lanai, Pool Area
`width`	Float	Opening width (max 20-22 ft)
`height`	Float	Opening height (max 13-16 ft)
`drop_length`	Float	Fabric drop length
`mount_type`	Selection	Inside / Outside / Ceiling
`mount_surface`	Selection	Wood / Concrete / Stucco / Aluminum

Screen Fabric Types¶

Code	Type	Best For
`solar`	Solar Screen	UV protection, heat reduction
`insect`	Insect Screen	Bug protection, max airflow
`privacy`	Privacy Screen	Daytime privacy
`blackout`	Blackout Screen	Total light blocking
`clear_vinyl`	Clear Vinyl	Weather protection

Openness Factor¶

Openness	UV Block	View	Best Use
1%	99% block	Minimal	Maximum privacy
3%	97% block	Limited	High privacy
5%	95% block	Moderate	Balance
10%	90% block	Good	Popular choice
14%	86% block	Excellent	Maximum view

Operation & Motor¶

Field	Type	Options
`operation_type`	Selection	manual_crank, manual_gear, motorized, solar_motor, battery_motor
`motor_brand`	Selection	Somfy (5yr), Helios (3yr), XQ5 (5yr)
`motor_side`	Selection	Left / Right
`power_source`	Selection	Hardwired / Solar / Battery
`remote_channels`	Selection	1 / 5 / 15 channel

Wind Protection¶

Field	Type	Description
`has_wind_sensor`	Boolean	Auto-retract in high winds
`wind_sensor_level`	Selection	1-5 (3mph to 32mph trigger)
`wind_rating`	Selection	Standard (25mph), High (50mph), Extreme (130mph)

Side Track System¶

Code	Type	Wind Resistance
`cable`	Cable Guide	Low
`channel`	Side Channel	Medium
`zipper`	Zipper Track	High
`magnetic`	MagnaTrack	Very High

Housing & Bottom Bar¶

Housing Styles:

Code	Style	Description
`open_roll`	Open Roll	No housing, exposed roller
`small_cassette`	Small Cassette	Compact enclosed
`large_cassette`	Large Cassette	Full enclosed
`square_fascia`	Square Fascia	Architectural square
`round_fascia`	Round Fascia	Rounded profile

Bottom Bar Types:

Code	Type	Description
`heat_sealed`	Heat Sealed Pocket	Slim fabric pocket
`fabric_wrapped`	Fabric Wrapped	Heavier wrap
`aluminum_trim`	Aluminum Trim	Exposed aluminum
`weighted`	Weighted Bar	Extra heavy for wind
`locking`	Locking Bar	Locks into bottom track

Warranty Considerations¶

Component	Standard	Saltwater (<3 miles)
Motor (Somfy/XQ5)	5 years	5 years
Motor (Helios)	3 years	3 years
Housing/Tracks	10 years	1 year
Fabric	10 years	10 years

Multi-Page PO Reports¶

Purchase Order reports generate vendor-specific pages based on line content:

┌─────────────────────────────────────────────────────────────┐
│  PURCHASE ORDER REPORT                                       │
├─────────────────────────────────────────────────────────────┤
│  PAGE 1: Standard Order Form                                 │
│  - Standard shutter/blinds lines                             │
│  - Checkboxes: Material, Louver, Tilt, Color                │
├─────────────────────────────────────────────────────────────┤
│  PAGE 2: Special Shapes Form (if any)                        │
│  - Arch/Rake/Fan lines with B, C, D dimensions              │
│  - Shape diagrams                                            │
├─────────────────────────────────────────────────────────────┤
│  PAGE 3: Cut Out Form (if any cutout lines)                 │
│  - Per-line cutout details with A-F measurements            │
│  - Half circle / Rectangular diagrams                        │
├─────────────────────────────────────────────────────────────┤
│  PAGE 4+: Technical Drafts (if generated)                   │
│  - AI-generated CAD-style blueprints                        │
└─────────────────────────────────────────────────────────────┘

Inch Conversion (Vendor Reports)¶

Dimensions convert from mm to inches with quarter-inch rounding down:

# Round down to nearest quarter inch
rounded_inch = int(value_mm / 25.4 * 4) / 4.0

# Examples:
# 890mm → 35.04" → 35.00"
# 1600mm → 62.99" → 62.75"
# 1800mm → 70.87" → 70.75"

AI Draft Generation (Phase 4)¶

OpenAI integration for CAD-style shutter drafts.

Two-Step Process¶

Step A - Spec Builder (GPT): Normalize specs, compute panel widths, generate prompt
Step B - Image Render (gpt-image): Generate CAD-style PNG blueprint

Draft Fields (sale.order.line)¶

Field	Type	Description
`draft_spec_json`	Text	Normalized spec JSON
`draft_warnings`	Text	Validation warnings
`draft_revision`	Integer	Version number (v1, v2...)
`draft_image_attachment_id`	Many2one	PNG attachment
`draft_status`	Selection	none/draft/sent/approved/production

Draft Status Workflow¶

NONE → DRAFT → SENT → APPROVED → PRODUCTION
 │       │       │        │
 └───────┴───────┴────────┘ (regenerate loops back to DRAFT)

Product Dimensions (Core Module)¶

See Product Dimensions for complete documentation.

The bi_product_dimension module provides the foundation:

Dimension-based pricing (m2 calculation)
Premium add-on cost calculation
Configurable order sequence prefixes
1 SO = 1 PO enforcement
PO line split for individual tracking

Customer Payment Method¶

Field	Value
Technical Name	`customer_payment_method`
Version	15.0.1.0.0
Dependencies	`sale`, `account`

Payment Options¶

Option	Description
Cash	Pay with cash
Check	Pay by check
Wire Transfer	Bank wire transfer
Zelle	Zelle payment
Credit Card	Credit card payment
Online Payment	Online payment gateway

Portal Flow¶

flowchart TD
    A[Customer Opens Portal] --> B[Reviews Quotation]
    B --> C[Clicks Accept & Sign]
    C --> D[Payment Method Modal]
    D --> E[Selects Payment Method]
    E --> F[Signs Quotation]
    F --> G[Order Confirmed]
    G --> H[50% Deposit Invoice Created]

Auto-Invoice Logic¶

When customer signs via portal: 1. Validates signature present 2. Creates 50% deposit invoice 3. Invoice kept in draft for adjustment

Copy Sale/Purchase Lines¶

Field	Value
Technical Name	`bi_copy_sale_purchase_line`
Version	15.0.1.0.0

Features¶

Copy Button on each sale order line
Duplicates line with same product/settings
Resets dimension fields:
item_location_id → empty
width → 0
height → 0

JDX Sale Order Photos¶

Field	Value
Technical Name	`jdx_sale_order_photos`
Version	15.0.1.0.0
Python Dependencies	`boto3`

Features¶

Photo Count Smart Button
Photo Gallery View with S3 pre-signed URLs
Shared S3 Credentials with jdx_service_signature

S3 Configuration¶

System Parameter	Description
`jdx_service_signature.s3_access_key`	AWS Access Key ID
`jdx_service_signature.s3_secret_key`	AWS Secret Access Key
`jdx_service_signature.s3_bucket`	S3 bucket name
`jdx_service_signature.s3_region`	AWS region

Complete Sales Workflow¶

AUSTINJDX SALES FLOW

1. QUOTATION
   ├── Open Configuration Wizard (Blinds/Shutters/Outdoor)
   ├── Enter common settings (product, fabric, color)
   ├── Add multiple windows with dimensions
   ├── System calculates: m2, net_price, additional costs
   └── Send quotation to customer (portal)

2. CUSTOMER PORTAL
   ├── Review quotation
   ├── Select payment method (popup modal)
   └── Sign & Accept

3. ORDER CONFIRMATION
   ├── Validate signature
   ├── Calculate additional costs (premium options)
   ├── Auto-create 50% deposit invoice
   └── Generate purchase orders (per vendor)

4. PURCHASE ORDER
   ├── Confirm PO to vendor
   ├── Print vendor-specific PDF form
   ├── Receive products (validate receipt)
   └── Products now in stock

5. DELIVERY
   ├── Prepare shipment
   ├── Validate delivery
   └── Auto-create FSM Order (Install type)

6. FIELD SERVICE
   ├── Schedule installation
   ├── Customer signature on completion
   ├── Load warranty template
   └── Send completion report

7. FINAL INVOICE
   └── Invoice remaining 50% balance

Installation¶

# Install all sales extensions
docker compose exec odoo odoo \
  -i bi_product_dimension,jdx_product_configurator,customer_payment_method,bi_copy_sale_purchase_line,jdx_sale_order_photos \
  --stop-after-init -d odoo

# Install boto3 if not present (for photos)
docker compose exec odoo pip install boto3

Troubleshooting¶

Wizard Not Opening¶

Verify product has category_type set (blinds/shutter/outdoor)
Check module is installed and upgraded
Verify user has sales permissions

PO Not Auto-Generated¶

Check product has MTO + Buy routes enabled
Verify vendor is set on product
Check procurement rules exist

Photos Not Displaying¶

Verify S3 credentials configured
Check boto3 installed
Verify bucket permissions allow GetObject

50% Invoice Not Created¶

Verify customer signed via portal
Check order was confirmed after signing
Review Odoo logs for errors

Product Dimensions - Core dimension pricing
Service Signature - Shares S3 configuration
FSM Extensions - Field service automation
Inventory Extensions - MTO configuration

Sales Extensions¶

Module Overview¶

Product Configurator (jdx_product_configurator)¶

Product Categories¶

Implementation Status¶

System Architecture¶

Blinds/Shades Configuration¶

Common Settings (Wizard Header)¶

Per-Window Fields (Wizard Lines)¶

Why Per-Window for Mount/Motor/String?¶

Dimension Flow¶

Shutters Configuration¶

Material & Grade¶

Window Shape Types¶

Configuration Options¶

Shutter Colors¶

Cut Out Options (Door Handles)¶

Fan Top Specific¶

Outdoor Screens Configuration¶

Location & Dimensions¶

Screen Fabric Types¶

Openness Factor¶

Operation & Motor¶

Wind Protection¶

Side Track System¶

Housing & Bottom Bar¶

Warranty Considerations¶

Multi-Page PO Reports¶

Inch Conversion (Vendor Reports)¶

AI Draft Generation (Phase 4)¶

Two-Step Process¶

Draft Fields (sale.order.line)¶

Draft Status Workflow¶

Product Dimensions (Core Module)¶

Customer Payment Method¶

Payment Options¶

Portal Flow¶

Auto-Invoice Logic¶

Copy Sale/Purchase Lines¶

Features¶

JDX Sale Order Photos¶

Features¶

S3 Configuration¶

Complete Sales Workflow¶

Installation¶

Troubleshooting¶

Wizard Not Opening¶

PO Not Auto-Generated¶

Photos Not Displaying¶

50% Invoice Not Created¶

Related Modules¶