001 — Project Overview

What the Platform Is

SAMTIA B2B E-Commerce is a B2B trade platform built on top of Odoo 19. Odoo is not used as a storefront; it is used as the ERP system of record. All customer- and account-manager- facing screens are delivered by a separate Next.js application that talks to Odoo exclusively over a custom REST API.

The commercial model is quote-driven, not cart-driven. A customer does not check out at a published price. They build a basket, submit it as a Request for Quotation, an Account Manager prices it, and the customer converts the resulting quotation into a purchase order.

---

Actors

flowchart LR
    subgraph External["Customer side"]
        CA["Customer Company Admin<br/>manages own sub-users"]
        CU["Customer Portal User<br/>browses, requests, orders"]
    end
    subgraph Internal["Vendor side"]
        AM["Account Manager<br/>prices & fulfils"]
        PT["Pricing Team<br/>owns pricelists"]
        RO["Read-Only Manager"]
        SA["System Admin / ERP Team"]
    end

    CA --> CP["Customer Portal /"]
    CU --> CP
    AM --> AMP["Account Management Portal /admin"]
    PT --> AMP
    RO --> AMP
    SA --> BO["Odoo ERP Back Office"]
    AM --> BO

Actor	Primary surface	Responsibility
Customer Portal User	Customer Portal	Browse catalog, build draft requests, submit RFQs, track orders, chat
Customer Company Admin	Customer Portal	Everything above plus create/activate/deactivate their company's portal users and manage user tags
Account Manager	AMP + ERP Back Office	Own assigned Customers; price RFQs, issue quotations, confirm orders, chat, manage products and banners
Pricing Team	AMP + ERP Back Office	Maintain pricelists and price rules
Read-Only Manager	AMP	Observe without mutating
System Admin / ERP Team	ERP Back Office	Configuration, master data, deployments

---

The Three Surfaces

flowchart TB
    subgraph N["Next.js application (one codebase, two portals)"]
        CP["Customer Portal — route '/'<br/>AuthGuard"]
        AMP["Account Management Portal — route '/admin/*'<br/>AdminGuard"]
    end
    ODOO["Odoo 19 ERP back office<br/>ERP UI, master data, configuration"]

    CP -- "REST + WebSocket" --> API["Odoo custom REST API"]
    AMP -- "REST + WebSocket" --> API
    API --- ODOO

A single Next.js deployment serves both portals. Which portal a user gets is decided at runtime from one flag on the authenticated user (is_b2b_portal) — there is no second build, no second host.

---

Core Value Chain

flowchart LR
    A["Catalog<br/>products, brands,<br/>categories, banners"] --> B["Draft Request / basket"]
    B --> C["RFQ submitted"]
    C --> D["Account Manager<br/>prices lines"]
    D --> E["Quotation issued<br/>PDF + e-mail"]
    E --> F["Customer submits PO"]
    F --> G["Order confirmed<br/>in Odoo (sale)"]
    G --> H["Delivered"]

Everything else in the platform exists to support this chain: pricing per customer tier, multi-tenant isolation, real-time chat with the Account Manager, requests for products that are not yet in the catalog, and notifications on every state change.

---

Defining Characteristics

Characteristic	Consequence for the architecture
Quote-driven	A parallel portal_state machine sits alongside Odoo's native sale.order.state; see 008
Multi-tenant by customer company	Every read and write is scoped server-side to the user's company partner; see 007
Headless Odoo	~110 custom REST routes; no Odoo website/QWeb pages in the customer path; see 006
Session-cookie auth, no tokens	Browser holds the Odoo session cookie; CORS with credentials everywhere
English only	The portals ship a single language (en_US). No localisation layer, no per-locale content variants
Real-time	Odoo's bus/WebSocket carries chat, presence and notifications into the portals; see 012
Odoo.sh hosted	The B2B module is a Git submodule of an ERP repo; promotion is one-way across five branches; see 014

---

Current Versions

Component	Version
Odoo	19.0
ecommerce module	19.0.1.0.4
access_management module	19.0.1.0.0
lp_base module	19.0.1.0.0
Next.js portal application	1.2.0 (2026-08-02)
Next.js / React	15 / 19