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Vault

by ,
Odoo

$ 229.94

v 19.0 Third Party
This module requires Odoo Enterprise Edition.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Discuss (mail)
• Documents (documents)
Community Apps Dependencies
Lines of code 14286
Technical Name praetorx_vault
LicenseOPL-1
Websitehttps://praetorx.net
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Discuss (mail)
• Documents (documents)
Community Apps Dependencies
Lines of code 14286
Technical Name praetorx_vault
LicenseOPL-1
Websitehttps://praetorx.net

Vault

AI-Powered Document Management for Odoo

Transform Odoo Documents into an intelligent DMS with AI document classification, AI routing, and German legal compliance built-in. GoBD & DSGVO compliant retention policies, ISO 27001 confidentiality levels, and active learning that improves with every document you process.

Vault Banner

Why Choose Vault?
🤖

AI Classification

Documents are automatically categorized with confidence scoring. Invoices, contracts, correspondence — identified instantly.

📁

Smart Routing

AI-scored folder matching routes documents automatically. Two-tier confidence thresholds keep humans in the loop when needed.

⚖

German Legal Compliance

GoBD-compliant retention periods (§147 AO, §257 HGB, §195 BGB), DSGVO data protection, and automatic archival workflows.

💰

Budget Control

Set daily or monthly AI token limits. When the budget is exhausted, processing gracefully falls back to free Tesseract OCR.

🎓

Active Learning

Every correction you make feeds back into the AI as few-shot context. Vault gets smarter with every document you process.

🏢

Multi-Company

Complete data isolation per company. Cross-company chatter suppressed for GDPR. Company-scoped classifications and routing.

Intelligent Processing Pipeline

Every document passes through a multi-stage AI pipeline — from content extraction through classification, routing, and smart renaming. Budget-aware processing ensures costs never exceed your limits.

✔ Content Extraction — PDF text, DOCX paragraphs, XLSX sheets
✔ OCR Modes — Tesseract, AI Vision, or hybrid (AI page 1 + OCR rest)
✔ AI Classification — confidence-scored with 0.7 auto-apply threshold
✔ Partner Extraction — AI-detected vendor/customer with AES encryption
✔ Smart Rename — ClassCode_Date_Partner_ID pattern

German Compliance & Security

Built for German regulatory requirements from the ground up. ISO 27001 confidentiality levels, legally mandated retention periods, and encrypted PII storage.

🔒

ISO 27001 Confidentiality

Four levels: Public, Internal, Confidential, Restricted — with hierarchical clearance groups.
📅

Retention Policies

10 years tax/accounting (§147 AO), 6 years correspondence (§257 HGB), 30 years legal (§195 BGB).
🛡

38 Security Rules

Clearance-based record filtering, company scoping, AES-encrypted PII, DSGVO-compliant chatter suppression.

One-Click Company Setup

Pre-configured template sets bootstrap your entire document structure in one action — classifications, folder trees, retention policies, confidentiality levels, and AI routing rules.

✔ GmbH / UG — standard German business with full tax compliance
✔ Private Household — insurance, housing, health, tax, social
✔ Real Estate — property management, tenant contracts, WEG
✔ Verein — association-specific classifications and retention

Advanced Features
🔍

Duplicate Detection

SHA256 content hashing identifies duplicate uploads automatically and flags them for review.

👥

Partner Extraction

AI detects vendor/customer from document content. Batch wizard to create or link partners.

📄

Smart Rename

Automatic naming: ClassCode_Date_Partner_ID. No more "scan_001.pdf" in your archive.

📊

Batch Processing

Queue-based processing with urgent/default/bulk channels, exponential backoff, and dead letter queue.

🔬

Semantic Search

pgvector embeddings enable finding documents by meaning, not just keywords.

📝

AI Summaries

AI-generated document summaries stored per record for quick scanning without opening files.

Real-World Use Cases
🏢

German SMEs (GmbH / UG)

Fully compliant document archive with tax retention (§147 AO), correspondence retention (§257 HGB), and AI-powered classification across invoices, contracts, and HR files.

🏡

Property Management

Organize tenant contracts, utility bills, maintenance records, and WEG documents with template sets designed for real estate workflows.

⚖

Law Firms & Tax Advisors

ISO 27001 confidentiality levels protect sensitive client documents. 30-year legal retention (§195 BGB) and clearance-based access control.

👥

Associations (Vereine)

Purpose-built template set for non-profits: membership records, meeting minutes, donation receipts, and regulatory filings — organized automatically.

Built for Scale
📈

Queue Channels

Three processing channels — urgent (10), default (25), bulk (5) — with priority-based scheduling.

⚡

Two-Tier Confidence

Classification (0.7) and routing (0.8/0.5) thresholds operate independently for precise human-in-the-loop control.

🛡

Budget Fallback

When AI budget is exhausted, processing continues with free Tesseract OCR. Documents are never left unprocessed.

Requirements
💻

Odoo Platform

  • Odoo 19.0 Enterprise Edition
  • Documents module (Enterprise)
  • Foundation module (free)
  • Python 3.11 or higher
🤖

AI Provider (at least one)

  • OpenAI API key (GPT-4 Vision)
  • Anthropic API key (Claude 3.5)
  • Azure subscription (Document Intelligence)
  • Google Cloud project (Vision API)
🐍

External Dependencies

  • Tesseract OCR (text extraction)
  • pypdf, pytesseract
  • python-docx, openpyxl
  • pgvector (semantic search)

Declared in module manifest

Quick Start
1

Install Vault & Foundation

Install both modules from Odoo Apps. Ensure Tesseract OCR and Python dependencies are installed on your server.

2

Configure AI Provider

Go to Settings → Foundation → AI Providers. Add your API credentials and test the connection.

3

Apply a Template Set

Go to Documents → Vault → Template Sets. Choose GmbH, Private, Real Estate, or Verein — one click creates your entire folder structure, classifications, and retention policies.

4

Upload Your First Document

Drop a PDF into any inbox folder. Vault will extract text, classify it, route it to the correct folder, and apply the matching retention policy — automatically.

5

Review & Train

Check the review queue for low-confidence items. Accept or correct the AI suggestions — each correction makes future classifications more accurate.

Take Control of Your Documents

€199 one-time purchase

Includes lifetime updates for Odoo 19 • No recurring fees • 30-day support

✔ AI classification & routing ✔ German legal compliance ✔ 4 company templates

Note: AI API costs are separate and billed directly by providers (OpenAI, Anthropic, Azure, Google)

Live Demo — Coming Soon

Frequently Asked Questions

Does Vault work with Odoo Community Edition?

No. Vault requires Odoo Enterprise Edition because it depends on the documents module, which is only available in Enterprise. Community Edition does not include the Documents app that Vault extends.

What is the Foundation module and why is it required?

Foundation is a free module that provides AI provider management — configuring API keys, monitoring health, and tracking costs. Vault uses Foundation to connect to AI providers. Install it from the Odoo App Store at no cost.

Does Vault meet GoBD requirements?

Yes. Vault ships with pre-configured retention policies aligned to §147 AO (10 years for tax/accounting), §257 HGB (6 years for correspondence), and §195 BGB (30 years for legal). Retention dates are computed automatically and archival workflows enforce compliance.

How does the AI budget control work?

Set daily or monthly token limits in Vault settings. When the budget is exhausted, processing automatically switches from AI Vision to free Tesseract OCR. Documents are never left unprocessed — the system degrades gracefully. Usage analytics help you forecast costs.

What happens when the AI classifies a document wrong?

Low-confidence classifications (below 0.7) go to a review queue automatically. When you correct a misclassification, that correction feeds back into the AI as few-shot context — future documents of the same type are classified more accurately. The active learning loop means Vault improves the more you use it.

Can I use Vault for multiple companies?

Yes. Every classification, folder, retention policy, and routing rule is company-scoped. Template sets can be applied independently per company. Cross-company chatter messages are suppressed for GDPR compliance, and a bulk company-change wizard handles document transfers with intelligent field remapping.

Is extracted data stored securely?

Yes. All AI-extracted partner data (names, VAT numbers, emails) is AES-encrypted at rest via Foundation’s encryption service. Document content is sent to your chosen AI provider for processing but is not stored outside your Odoo database. 38 ACL rules and clearance-based record filtering control access.

Support & Resources
💬

Professional Support

Get help from our team of Odoo and document management experts.

support@syntaxandsabotage.io
🌐

Website

Visit our website for more enterprise Odoo solutions.

syntaxandsabotage.io →

Documentation Included:
Complete setup guide, template set reference, and compliance documentation available in the docs/ folder after installation.

Works Great With

Extend your document management workflow with these companion modules from Syntax & Sabotage.

🤖

Foundation

Free

AI provider management — configure providers, monitor health, and track API costs across all PraetorX modules.

🗃

Invoice Pro

€49

AI-powered invoice processing — extract vendor details and line items from PDF invoices, then archive them in Vault.

⚙

FlowForge

€49

Visual BPMN workflow designer — build document approval chains, routing escalations, and retention review processes.

Made with ♥ by Syntax & Sabotage

Anbieter: Lars Weiler · Impressum · support@syntaxandsabotage.io 

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