Prototype Plan: Odoo PSA MVP

Purpose: Guide for the Lead Architect to build the initial prototype in the live Odoo environment based on the research findings.

Step 1: Data Model Implementation (Studio)

1. Enable Developer Mode in Odoo.
2. Open Studio and create a new App named "Polaris PSA".
3. Create Model x_client_asset with fields:
   • x_name (Char)
   • x_serial_number (Char)
   • x_partner_id (Many2one -> Contact)
   • x_assigned_user_id (Many2one -> Contact)
   • x_pulseway_id (Char, Indexed)
   • x_status (Selection: Active, Archived)
4. Modify Helpdesk Ticket Form:
   • Add Many2one x_asset_id (Filter: Partner = Ticket Partner).

Step 2: Automation Rules (Server Actions)

1. Webhook Handler:
   • Create a "Server Action" -> "Execute Python Code".
   • Paste logic from Odoo-PSA-Architecture.md (Section: Webhook Handler).
   • Create an "Automation Rule" -> Trigger: Webhook.
   • Link the Server Action.
   • Test: Send sample JSON from Postman to the Webhook URL.
2. Partner Sync:
   • Create "Automation Rule" on res.partner.
   • Trigger: On Creation.
   • Paste logic from Odoo-PSA-Architecture.md (Section: Downstream Sync).

Step 3: Billing Automation

1. Create a "Scheduled Action".
2. Frequency: Monthly (Day 15).
3. Paste logic from Odoo-PSA-Architecture.md (Section: Billing Sync).
4. Test: Run manually on a test subscription.

Step 4: Observability

1. Install Grafana Infinity plugin in Grafana Cloud.
2. Configure Pulseway API Datasource.
3. Build "Fleet Health" dashboard.
4. Connect Odoo PostgreSQL (Read-Only user) to Grafana.
5. Build "Ticket Stats" dashboard.