| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Discuss (mail) • Inventory (stock) • Invoicing (account) • Purchase (purchase) • Sales (sale_management) • Calendar (calendar) • Contacts (contacts) |
| Lines of code | 944 |
| Technical Name |
auto_report |
| License | See License tab |
| Website | https://hawastack.nl |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Discuss (mail) • Inventory (stock) • Invoicing (account) • Purchase (purchase) • Sales (sale_management) • Calendar (calendar) • Contacts (contacts) |
| Lines of code | 944 |
| Technical Name |
auto_report |
| License | See License tab |
| Website | https://hawastack.nl |
| Versions | 18.0 19.0 |
AI Document Digitization
Upload any business document — Claude AI extracts the data and creates the Odoo record instantly
Stop re-typing supplier invoices, purchase orders, and delivery notes. Open the wizard, upload a PDF or photo, and Claude extracts every field automatically. Review the results, make any corrections, and click Create — the correct Odoo record appears in seconds. One wizard. Seven document types. One AI backend.
Odoo's native digitization covers vendor bills via IAP credits. This module fills the gap: Sales Orders, Purchase Orders, Deliveries, CRM Leads, Helpdesk Tickets — all from a single unified interface, using your own Anthropic API key with no per-scan fees.
Supported document types
| Document | Odoo record created | Duplicate detection |
|---|---|---|
| Vendor Bill | account.move in_invoice |
Invoice number + partner match |
| Customer Invoice | account.move out_invoice |
Invoice number + partner match |
| Sales Order | sale.order |
Client order ref + partner match |
| Purchase Order | purchase.order |
Vendor ref + partner match |
| Delivery / Picking | stock.picking |
— |
| Helpdesk Ticket | helpdesk.ticket |
— (Enterprise only, auto-hidden on CE) |
| CRM Lead | crm.lead |
— |
What you get
🧠 Claude AI Extraction
Uses the Anthropic Claude API to read your document and return structured JSON — vendor name, invoice number, line items, amounts, dates, and more. Works on scanned PDFs, photos, and multi-page documents.
📋 Review & Edit Before Creating
Every extracted field is shown in an editable table before any record is created. Correct misreads, remove unwanted lines, or adjust amounts — full control, zero lock-in.
⚠️ Duplicate Detection
Before creating a record, the wizard checks whether a matching document already exists in Odoo. If found, you can choose to enrich the existing record instead of creating a duplicate.
🔍 Smart Partner Lookup
Vendors and customers are matched by name against your existing contacts. If no match is found, a new partner is created automatically — mirroring Odoo's own native digitization behaviour.
💾 Extra Fields Preserved
Fields extracted from the document that don't map to a standard Odoo field (e.g. Swift codes, reference notes, custom terms) are saved separately in a persistent store — nothing is lost.
🔒 Your Own API Key
No per-scan fees, no IAP credits. Enter your Anthropic API key once in General Settings.
Choose the Claude model (defaults to claude-opus-4-8). Your documents never
leave your infrastructure via a third-party proxy.
How it works
Open Home menu → AI Digitization. Pick the type of document you're uploading: Vendor Bill, Sales Order, Purchase Order, etc.
Attach a PDF or image (JPG, PNG). Works with scanned documents, photos taken on a phone, and digitally-generated PDFs. Multi-page PDFs are fully supported.
The file is sent to the Claude API. Claude returns structured JSON: all header fields, line items, amounts, dates, and any additional information found on the document. Typically completes in under 10 seconds.
Extracted fields appear in an editable table. Modify anything before committing. If a matching record is detected, you'll see a duplicate warning with the option to enrich the existing record instead.
Click Create Record. The wizard creates the Odoo record, saves any extra fields, and opens the result directly. From upload to record: under 60 seconds.
Setup
Install
auto_report via Apps. Dependencies (account,
sale_management, purchase, stock, crm)
are installed automatically.
Go to Settings → General Settings → AI Document Digitization. Paste your API key from console.anthropic.com. Optionally change the model (default:
claude-opus-4-8). Click Save.
Click the AI Digitization icon from the Home menu. The wizard opens as a dialog — no navigation away from your current screen required.
Technical details
| Item | Detail |
|---|---|
| Odoo versions | 19.0 Community & Enterprise |
| Dependencies | base, account, sale_management, purchase, stock, crm, mail |
| Helpdesk support | Enterprise only — auto-hidden when module is not installed |
| AI provider | Anthropic Claude (your own API key — no third-party proxy) |
| Default model | claude-opus-4-8 (configurable) |
| API endpoint | POST https://api.anthropic.com/v1/messages |
| File formats | PDF (including multi-page), PNG, JPG, JPEG, WEBP |
| HTTP library | requests (bundled with Odoo — no pip install) |
| Wizard type | TransientModel — auto-purged, no DB bloat |
| Extra fields model | auto.report.extracted.field — persistent key-value store |
| Config parameters | auto_report.claude_api_key, auto_report.claude_model |
| Duplicate handling | Detect on invoice/order ref + partner; offer enrich or create new |
| Partner creation | Auto-created if not found (mirrors native Odoo OCR behaviour) |
Published by Bitquanta — hawastack.nl — info@hawastack.nl
Copyright (c) 2026 Bitquanta. All rights reserved. This software is proprietary and confidential. Unauthorized copying, distribution, modification, or use of this software, via any medium, is strictly prohibited. A valid license purchased from the Odoo App Store grants the licensee the right to install and use this module on a single Odoo database. Redistribution, sublicensing, or resale is not permitted. For licensing enquiries: info@hawastack.nl
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