odoo-app-automator

# Odoo App Automator AI-powered automation for creating, deploying, and managing Odoo modules and custom applications. This skill enables AI agents to generate production-ready Odoo modules, configure Studio customizations, set up containerized deployments, and integrate third-party services. ## Purpose Automate the entire lifecycle of Odoo custom module development: - **Module Scaffolding**: Generate complete Odoo module structures with models, views, security, and data - **Studio Integration**: Programmatically configure Odoo Studio customizations - **Container Deployment**: Set up Odoo.sh containers with dependencies and configurations - **Third-Party Integration**: Connect external APIs, payment providers, and business services - **Upgrade Management**: Handle version upgrades and module migrations ## When to Use This Skill Use this skill when the user requests: - "Create a custom Odoo module for [purpose]" - "Build an Odoo app for [business process]" - "Automate [workflow] in Odoo" - "Deploy a custom Odoo module" - "Integrate [third-party service] with Odoo" - "Set up Odoo Studio customizations" - "Migrate custom module from Odoo [version] to [version]" ## Core Capabilities ### 1. Module Scaffolding Generate complete Odoo module structures following best practices: **Module Structure:** ``` custom_module/ ├── __init__.py ├── __manifest__.py ├── models/ │ ├── __init__.py │ └── custom_model.py ├── views/ │ ├── custom_views.xml │ └── menu_views.xml ├── security/ │ ├── ir.model.access.csv │ └── security_groups.xml ├── data/ │ └── default_data.xml ├── static/ │ ├── description/ │ │ ├── index.html │ │ └── icon.png │ └── src/ │ ├── js/ │ ├── css/ │ └── xml/ ├── wizards/ ├── reports/ ├── controllers/ └── README.md ``` **Key Files to Generate:** 1. **`__manifest__.py`**: Module metadata 2. **`models/*.py`**: Business logic and database models 3. **`views/*.xml`**: UI definitions (form, tree, kanban, search) 4. **`security/ir.model.access.csv`**: Access control rules 5. **`data/*.xml`**: Default data and demo data 6. **`README.md`**: Documentation ### 2. Odoo Studio Automation Configure Studio customizations programmatically: **Studio Capabilities:** - Add/modify fields to existing models - Create custom views (form, list, kanban, pivot, graph) - Define automated actions and workflows - Set up filters and default values - Configure access rights and security rules - Create reports and dashboards **Workflow:** 1. Export Studio customizations as modules 2. Version control Studio-created modules 3. Deploy to production via git 4. Update Studio configs via XML data files ### 3. Container Setup (Odoo.sh) Configure Odoo.sh containers with custom requirements: **Directory Structure:** ``` /home/odoo/ ├── src/ │ ├── odoo/ # Odoo Community │ ├── enterprise/ # Odoo Enterprise │ ├── themes/ # Themes │ └── user/ # Custom modules ├── data/ │ ├── filestore/ # Attachments │ └── sessions/ # User sessions └── logs/ ├── odoo.log ├── install.log └── pip.log ``` **Dependencies Management:** Create `requirements.txt` in repository root: ```txt # Python dependencies pandas>=1.5.0 requests>=2.28.0 pillow>=9.0.0 paddleocr>=2.6.0 supabase>=1.0.0 ``` **Custom Commands:** ```bash # Install module odoo-bin -i custom_module --stop-after-init # Update module odoo-bin -u custom_module --stop-after-init # Run tests odoo-bin -i custom_module --test-enable --log-level=test --stop-after-init # Odoo shell odoo-bin shell ``` ### 4. Third-Party Integration Integrate external services into Odoo: **Common Integrations:** - **Payment Providers**: Stripe, PayPal, Paymongo (PH) - **Shipping**: FedEx, DHL, LBC (PH) - **Accounting**: QuickBooks, Xero - **CRM**: Salesforce, HubSpot - **Communication**: Slack, Microsoft Teams - **Storage**: Google Drive, Dropbox, Supabase - **AI/ML**: OpenAI, Anthropic Claude, PaddleOCR **Integration Pattern:** 1. **Create API Wrapper Model:** ```python class ExternalService(models.Model): _name = 'external.service' api_key = fields.Char(string='API Key') base_url = fields.Char(string='Base URL') def call_api(self, endpoint, method='GET', data=None): url = f"{self.base_url}/{endpoint}" headers = {'Authorization': f'Bearer {self.api_key}'} response = requests.request(method, url, headers=headers, json=data) return response.json() ``` 2. **Add Configuration UI** 3. **Implement Webhook Handlers** 4. **Set Up Scheduled Actions** ### 5. Upgrade Management Handle version migrations for custom modules: **Upgrade Workflow:** 1. Request test upgrade from Odoo.sh or upgrade.odoo.com 2. Update custom module code for new version 3. Test upgraded database thoroughly 4. Deploy to production **Module Version Compatibility:** ```python # __manifest__.py { 'name': 'Custom Module', 'version': '19.0.1.0.0', # Format: {odoo_version}.{major}.{minor}.{patch} 'depends': ['base', 'sale', 'account'], } ``` ## Practical Examples for Finance SSC ### Example 1: BIR Tax Filing Module **User Request:** "Create an Odoo module for BIR tax form filing (1601-C, 2550Q, 1702-RT)" **Module Structure:** ``` bir_tax_filing/ ├── models/ │ ├── bir_form_1601c.py │ ├── bir_form_2550q.py │ └── bir_form_1702rt.py ├── views/ │ ├── bir_form_views.xml │ └── bir_filing_schedule_views.xml ├── wizards/ │ └── bir_filing_wizard.py ├── reports/ │ ├── bir_pdf_reports.xml │ └── bir_dat_export.py └── data/ └── bir_default_schedules.xml ``` **Key Features:** - Automated form generation from accounting data - Filing schedule tracking - .DAT file export for eBIRForms - Compliance dashboard - Multi-agency support (RIM, CKVC, BOM, JPAL, JLI, JAP, LAS, RMQB) ### Example 2: Travel & Expense Management (SAP Concur Alternative) **User Request:** "Build a self-hosted travel and expense management app" **Module Features:** - Travel request workflow - Expense report submission - Receipt OCR with PaddleOCR - Policy validation - Multi-level approvals - GL account posting - Budget tracking **Cost Savings:** $15,000/year in licensing fees ### Example 3: Superset Dashboard Integration **User Request:** "Connect Odoo data to Apache Superset dashboards" **Implementation:** 1. Create database connector in Superset 2. Build Odoo API endpoints for dashboard data 3. Set up scheduled data synchronization 4. Create pre-built dashboard templates **Use Cases:** - BIR compliance metrics - Month-end closing progress - Multi-agency financial KPIs ### Example 4: Notion Workflow Sync **User Request:** "Sync finance tasks between Notion and Odoo" **Implementation:** 1. Notion API integration module 2. Task synchronization with external ID upserts 3. Webhook handlers for real-time updates 4. Scheduled actions for batch sync ## Module Generation Workflow ### Step 1: Requirements Gathering Ask the user: 1. **Module Purpose**: What business process does this automate? 2. **Core Entities**: What are the main data models? 3. **User Workflows**: What actions will users perform? 4. **Integrations**: Which external systems need to connect? 5. **Security**: Who should have access to what? 6. **Reporting**: What reports/dashboards are needed? ### Step 2: Generate Module Structure Create all necessary files: 1. **__manifest__.py** with dependencies and metadata 2. **models/** with Python classes for each entity 3. **views/** with XML definitions for UI 4. **security/** with access control rules 5. **data/** with default records 6. **README.md** with usage instructions ### Step 3: Add Business Logic Implement: - Field validations and constraints - Computed fields - CRUD operations - Workflow automation - API integrations ### Step 4: Configure Security Define: - User groups - Access rights (read, write, create, unlink) - Record rules (domain-based access) - Field-level security ### Step 5: Create UI Views Build: - Form views (detail page) - Tree views (list page) - Kanban views (card layout) - Search views (filters, group by) - Dashboard widgets ### Step 6: Testing & Deployment 1. **Local Testing**: ```bash odoo-bin -d test_db -i custom_module --test-enable ``` 2. **Deploy to Odoo.sh**: ```bash git add custom_module/ git commit -m "Add custom module" git push origin staging ``` 3. **Install in Production**: - Test in staging branch first - Merge to production branch - Auto-deployment triggered ## Best Practices ### Code Quality 1. **Follow OCA Guidelines**: Use Odoo Community Association standards 2. **Use Python Type Hints**: Improve code readability 3. **Write Docstrings**: Document all models and methods 4. **Add Unit Tests**: Ensure reliability 5. **Validate XML**: Check view definitions ### Performance 1. **Optimize Queries**: Use `_read_group()` for aggregations 2. **Lazy Loading**: Use `@api.depends` wisely 3. **Index Database Fields**: Add `index=True` to frequently queried fields 4. **Cache Computed Fields**: Use `store=True` when appropriate ### Security 1. **Never Trust User Input**: Validate and sanitize 2. **Use Record Rules**: Restrict data access by domain 3. **Encrypt Sensitive Data**: Use `password=True` for password fields 4. **Audit Logging**: Track important changes 5. **Rate Limiting**: Prevent API abuse ### Maintenance 1. **Version Control**: Use git with semantic versioning 2. **Migration Scripts**: Provide upgrade paths 3. **Backup Data**: Regular database backups 4. **Monitor Logs**: Watch for errors and performance issues 5. **Documentation**: Keep README up-to-date ## Common Pitfalls to Avoid 1. **Missing Dependencies**: Always declare in `__manifest__.py` 2. **Hardcoded Values**: Use configuration parameters instead 3. **No Access Rules**: Module won't be accessible without security/ir.model.access.csv 4. **Circular Dependencies**: Check module dependency graph 5. **Unused Fields**: Don't add fields you won't use 6. **Poor Naming**: Use clear, descriptive names 7. **Skipping Tests**: Test before deploying to production ## Integration with User's Stack ### InsightPulse AI Infrastructure **Components:** - **Odoo 19 ERP**: Primary application (self-hosted with OCA modules) - **Apache Superset**: BI dashboards (replaces Tableau, saves $4,728/year) - **Supabase**: PostgreSQL database (project: spdtwktxdalcfigzeqrz) - **MCP Servers**: Notion, Google Drive integration - **PaddleOCR**: Receipt and BIR form processing **Module Integration Points:** 1. Connect to Supabase for centralized data 2. Sync with Notion for task management 3. Send analytics to Superset dashboards 4. Process documents with PaddleOCR 5. Store files in Google Drive ### Multi-Agency Configuration Support for 8 agencies: - RIM, CKVC, BOM, JPAL, JLI, JAP, LAS, RMQB **Implementation:** ```python class FinanceAgency(models.Model): _name = 'finance.agency' code = fields.Selection([ ('RIM', 'RIM'), ('CKVC', 'CKVC'), ('BOM', 'BOM'), ('JPAL', 'JPAL'), ('JLI', 'JLI'), ('JAP', 'JAP'), ('LAS', 'LAS'), ('RMQB', 'RMQB'), ], required=True) name = fields.Char(required=True) tin = fields.Char(string='TIN') rdo_code = fields.Char(string='RDO Code') ``` ## Output Format When generating a module, provide: 1. **Complete Module ZIP**: Ready to install in Odoo 2. **Installation Instructions**: Step-by-step deployment guide 3. **Configuration Guide**: How to set up after installation 4. **User Documentation**: How to use the module 5. **Developer Notes**: Architecture decisions and extension points ## References - [Odoo 19 Developer Documentation](https://www.odoo.com/documentation/19.0/developer.html) - [Odoo.sh Containers Guide](https://www.odoo.com/documentation/19.0/administration/odoo_sh/advanced/containers.html) - [Odoo Studio Documentation](https://www.odoo.com/documentation/19.0/applications/studio.html) - [Odoo Apps & Modules Management](https://www.odoo.com/documentation/19.0/applications/general/apps_modules.html) - [Odoo Upgrade Process](https://www.odoo.com/documentation/19.0/administration/upgrade.html) - [OCA Guidelines](https://github.com/OCA/odoo-community.org) --- **Built for Finance Shared Service Centers managing multi-agency operations with self-hosted infrastructure.**