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Modules

Overview of IPAI custom modules and OCA community addons for Odoo 19 CE.

Module Philosophy

Config -> OCA -> Delta (ipai_*)
  1. Config: Built-in Odoo CE configuration first
  2. OCA: Vetted community modules second
  3. Delta: Custom ipai_* only for truly custom needs

IPAI Modules by Domain

Finance / PPM

Module Version Description
ipai_finance_ppm 19.0 Project Portfolio Management (Clarity parity)
ipai_finance_ppm_umbrella 19.0.1.1.0 Full seed data: 9 employees, 22 BIR forms, 36 tasks, RACI
ipai_finance_ppm_golive 19.0 Go-live checklist (60+ items, CFO sign-off)
ipai_finance_closing 19.0 SAP AFC-style month-end closing templates
ipai_month_end 19.0 Month-end automation with PH holiday awareness
ipai_bir_tax_compliance 19.0 BIR tax compliance (36 eBIRForms)

AI / Agents

Module Version Description
ipai_ai_agent_builder 19.0.1.0.0 AI agents with topics, tools, RAG (Joule parity)
ipai_ai_rag 19.0 RAG pipeline for knowledge retrieval
ipai_ai_tools 19.0 AI tools integration
ipai_ask_ai 19.0 ChatGPT/Gemini provider toggles
ipai_ask_ai_chatter 19.0 Headless AI chatter integration

OCR / Documents

Module Version Description
ipai_ocr_gateway 19.0.1.0.0 Multi-provider OCR (Tesseract, GCV, Azure)

Platform / Workflow

Module Version Description
ipai_platform_approvals 19.0 Approval workflow system
ipai_platform_audit 19.0 Audit trail logging
ipai_platform_permissions 19.0 Permission management
ipai_platform_workflow 19.0 Workflow engine

Integrations

Module Version Description
ipai_ops_mirror 19.0 Supabase SSOT sync (read-only mirror)
ipai_superset_connector 19.0 Apache Superset BI integration
ipai_sms_gateway 19.0 SMS gateway

Theme / UI

Module Version Description
ipai_theme_tbwa 19.0 TBWA backend theme
ipai_theme_tbwa_backend 19.0 Consolidated backend theme

OCA Modules (19.0 Available)

Module Repository Version
account_financial_report OCA/account-financial-reporting 19.0.0.0.2
account_tax_balance OCA/account-financial-reporting 19.0.1.0.2
partner_statement OCA/account-financial-reporting 19.0.1.0.0

OCA Submodules (18.0 branch, tracked)

Repository Path Purpose
reporting-engine external-src/ Report generation
account-closing external-src/ Period closing
project external-src/ Project extensions
hr-expense external-src/ Expense extensions
purchase-workflow external-src/ Purchase workflows
maintenance external-src/ Maintenance management
dms external-src/ Document management
calendar external-src/ Calendar extensions
web external-src/ Web UI enhancements
account-invoicing external-src/ Invoice extensions
account-financial-reporting external-src/ Financial reports
account-financial-tools external-src/ Financial tools
contract external-src/ Contract management
server-tools external-src/ Server utilities

Installing Modules

Via Docker

# Install specific module
docker compose exec odoo-core odoo -d odoo -i ipai_finance_ppm --stop-after-init

# Update module
docker compose exec odoo-core odoo -d odoo -u ipai_finance_ppm --stop-after-init

# Install Finance PPM full stack
docker compose exec odoo-core odoo -d odoo \
  -i ipai_finance_ppm,ipai_finance_ppm_umbrella,ipai_finance_ppm_golive,ipai_month_end,ipai_bir_tax_compliance \
  --stop-after-init

Via Script

# Deploy all IPAI modules
./scripts/deploy-odoo-modules.sh

Module Development

Naming Convention

ipai_<domain>_<feature>

Examples: ipai_finance_ppm, ipai_ai_tools, ipai_auth_oidc

Module Manifest (19.0)

{
    'name': 'IPAI My Module',
    'version': '19.0.1.0.0',
    'category': 'IPAI',
    'summary': 'Module description',
    'author': 'InsightPulse AI',
    'website': 'https://insightpulseai.com',
    'license': 'LGPL-3',
    'depends': ['base'],
    'data': [
        'security/ir.model.access.csv',
        'views/my_views.xml',
    ],
    'installable': True,
    'application': False,
    'auto_install': False,
}

Testing Modules

# Run module tests
docker compose exec odoo-core odoo -d odoo --test-enable -i ipai_my_module --stop-after-init

# Run specific test
docker compose exec odoo-core odoo -d odoo --test-tags ipai_my_module --stop-after-init