odoo

# Odoo Financial Intelligence This skill enables interaction with the Odoo financial system to perform audits, generate reports, and analyze business intelligence. ## Tools and Commands The core functionality is provided by the `cfo-cli` (bundled in `scripts/`). ### Core Capabilities 1. **Financial Summary**: Get a snapshot of invoices and expenses. 2. **Cash Flow**: Check bank balances and petty cash status. 3. **VAT Reporting**: Calculate Output/Input VAT and net liability. 4. **Trend Analysis**: Monthly revenue vs. spending comparisons with visualization. 5. **Anomaly Detection**: Use AI (Gemini) or rules to find duplicate bills, missing taxes, or payment outliers. 6. **Natural Language Query**: Ask complex questions about the financial data. ## Usage ### Environment Setup The skill requires the following environment variables (stored in `autonomous-cfo/.env`): - `ODOO_URL` - `ODOO_DB` - `ODOO_USER` - `ODOO_PASSWORD` - `GOOGLE_API_KEY` (for Gemini intelligence) ### Common Workflows #### 1. Quick Financial Pulse Check the last 30 days: `./scripts/cfo-cli summary --days 30` #### 2. VAT Liability Check `./scripts/cfo-cli vat --date-from 2026-01-01 --date-to 2026-03-31` #### 3. Monthly Trends with Charts `./scripts/cfo-cli trends --months 12 --visualize` #### 4. Forensic Audit (AI Anomaly Detection) `./scripts/cfo-cli anomalies --ai` #### 5. Natural Language Questions "What was my most expensive month in 2025?" `./scripts/cfo-cli ask "What was my most expensive month in 2025?"` ## Delivery Guidelines When the skill generates files (charts, reports, data exports): 1. **Proactive Sending**: Do NOT just provide a download link. Use the `message` tool to send the file directly to the chat. 2. **Formatting**: - **Images (PNG, JPG)**: Send as an image with a summary caption. - **Documents (PDF, XLSX, CSV)**: Send as a document attachment. 3. **Captions**: Always include a brief summary of the file's content in the message caption.