BB Document Controller

Document management with Google Drive storage (Odoo 19)

Manage, organize, and track business documents inside Odoo while keeping the files stored in Google Drive. Attach documents to Sales Orders, Purchase Orders, Customers/Vendors, Employees, Expenses, Projects/Tasks, Fleet, and CRM.

Key Features

• Google Drive OAuth2 integration (access + refresh token handling)
• Files stored in Google Drive (Odoo keeps metadata + links)
• Automatic folder structure creation based on enabled storage modules
• Module-wise storage enablement from Settings
• Document versioning (track previous uploads)
• Expiry tracking + configurable alert days
• Share control share with all users or restrict to specific users
• Clean UI with file-type icons + quick open/download actions

How It Works

• Configure Google Drive credentials in > BB Document Controller.
• Authenticate using OAuth2 (Google will redirect back to your Odoo instance).
• Select a Google Drive Root Folder ID for your company documents.
• Enable storage for the modules you want (Sales, Purchase, HR, Expense, Project, Fleet, CRM, etc.).
• Initialize folder structure and start uploading documents from Odoo.

Note: The uploaded file binary is used only during upload, then cleared. The file remains in Google Drive, while Odoo stores the metadata (file id, name, size, mime type, linked record, etc.).

Google Drive Configuration

1: Create Google Cloud project & enable Drive API

• Google Cloud Console > create/select a project
• APIs & Services > Library > enable Google Drive API

2: Create OAuth2 Client (Web Application)

• APIs & Services > Credentials > Create Credentials > OAuth client ID
• Authorized Redirect URI (must match your Odoo domain):

https://your-domain.com/bb_doc_controller/oauth/callback

• Copy the generated Client ID and Client Secret

3: Create / choose a Root Folder in Google Drive

• Create a folder in Google Drive (e.g., Odoo Documents)
• Copy its URL and extract the folder id (the string after /folders/)

4: Configure inside Odoo

• Settings > BB Document Controller
• Set Client ID, Client Secret, and Root Folder ID
• Click Authenticate with Google Drive and complete the consent flow
• Use Test Connection to confirm everything is working

Troubleshooting:

• Redirect URI mismatch: verify the exact redirect URI in Google Cloud matches your Odoo base URL.
• Access denied: ensure test users are added in consent screen (if app is in testing mode).
• Token issues: re-authenticate to regenerate refresh token.

Module Storage Configuration

This module supports module-wise storage enablement. You can turn on storage only for the business areas you need. When enabled, the module can automatically create a dedicated folder in Google Drive under your configured Root Folder.

Enable storage (Settings > BB Document Controller)

• Sales(Sale Orders / Quotations)
• Purchase(Purchase Orders / RFQs)
• Employee(HR)
• Payroll
• Accounting / Invoices
• Expense
• Project, Task & Sub Task
• Fleet
• CRM

Default Google Drive folder structure

After enabling the required storages, click Initialize Folder Structure to create folders like: Customers, Vendors, and optional module folders such as Sales, Purchase, Employee, Payroll, Accounting, Company, Expense, Projects, Fleet, CRM. If Task storage is enabled, a Tasks folder is created under Projects.