odoo

name	odoo
description	Odoo ERP integration for all 37 business modules. Entry point for Odoo operations — CRM, Sales, Inventory, Manufacturing, Purchase, Accounting, HR, Expenses, Contacts, Calendar, Discuss, Project, Timesheets, Time Off, Attendances, Recruitment, Fleet, Email Marketing, Events, Website, Link Tracker, Dashboards, POS, Delivery, Loyalty, Payments, SMS, Live Chat, Maintenance, Survey, Forum, eLearning, Planning, Restaurant, Certificate, and Data Recycle.
version	2.0.0
author	Hermes
license	MIT
platforms	["linux","macos","windows"]
required_credential_files	[{"path":"odoo_config.json","description":"Odoo connection credentials (URL, database name, username, password)"}]
metadata	{"hermes":{"tags":["erp","crm","sales","inventory","manufacturing","accounting","hr","project","timesheets","events","website","email-marketing","fleet","recruitment","attendances","time-off","expenses","calendar","discuss","contacts","purchase","link-tracker","dashboards","pos","delivery","loyalty","payments","sms","livechat","maintenance","survey","forum","elearning","planning","restaurant","certificate","data-recycle"],"homepage":"https://www.odoo.com","related_skills":["odoo-accounting","odoo-attendances","odoo-calendar","odoo-certificate","odoo-contacts","odoo-crm","odoo-dashboards","odoo-data-recycle","odoo-delivery","odoo-discuss","odoo-elearning","odoo-email-marketing","odoo-events","odoo-expenses","odoo-fleet","odoo-forum","odoo-hr","odoo-inventory","odoo-link-tracker","odoo-livechat","odoo-loyalty","odoo-maintenance","odoo-manufacturing","odoo-payments","odoo-planning","odoo-pos","odoo-project","odoo-purchase","odoo-recruitment","odoo-restaurant","odoo-sales","odoo-sms","odoo-survey","odoo-time-off","odoo-timesheets","odoo-website","erp-health-report"]}}

Odoo

Connect to an Odoo ERP instance via JSON-RPC. Covers all 37 business modules including CRM, Sales, Inventory, Manufacturing, Purchase, Accounting, HR, Expenses, Contacts, Calendar, Discuss, Project, Timesheets, Time Off, Attendances, Recruitment, Fleet, Email Marketing, Events, Website, Link Tracker, Dashboards, Point of Sale, Delivery, Loyalty, Payments, SMS, Live Chat, Maintenance, Survey, Forum, eLearning, Planning, Restaurant, Certificate, and Data Recycle.

For module-specific operations, load the relevant sub-skill (e.g., odoo-crm for CRM leads/opportunities, odoo-sales for quotations/orders). This main skill handles setup and generic model operations.

References

• references/odoo-models.md — all Odoo models, fields, and state values
• references/odoo-search-domains.md — Odoo domain filter syntax
• references/skills-catalog-pitfalls.md — troubleshooting common skills catalog issues
• references/odoo-connection-troubleshooting.md — connection troubleshooting and mock data patterns
• references/odoo-data-overview.md — common record counts and data analysis patterns

Common Pitfalls

• Empty skills list: The skills catalog appears empty when queried via skills_list, but skills can still be loaded individually with skill_view(name) and used immediately
• Setup verification: Always run ODOO check before using any Odoo skill to verify credentials are properly configured
• Module vs model confusion: Some modules (Project, Timesheets, etc.) use the generic model subcommand instead of module-specific subcommands

🔴 Critical Inventory System Issues

Stock Quant Creation Failure:

• Problem: stock.quant count = 0 for consumable products
• Impact: Complete inventory tracking failure
• Root Cause: Stock quant creation system not working for consumable products
• Fix Required: Configure warehouse locations and stock quant workflows
• Status: System-wide issue affecting all consumable products

Zero Physical Stock Across All Products:

• Problem: All consumable products show qty_available: 0.0
• Impact: Cannot fulfill orders, no inventory visibility
• Workaround: Use virtual_available field for expected stock
• Monitoring: Check stock.move table for pending movements

🔴 Invoice Generation Issues

Manual Invoice Line Creation Required:

• Problem: Invoice created with 0 amount, requires manual line addition
• Impact: Billing process broken, requires intervention
• Fix: Manually create account.move.line records for invoice lines
• Pattern: Use product_id, quantity, price_unit for manual lines

🔴 Order Processing Blockers

Draft Orders Accumulation:

• Problem: Multiple draft orders in Sales, Purchase, and Stock modules
• Impact: Business operations blocked
• Monitoring: Check state field for 'draft' orders
• Action: Confirm draft orders before processing

🔴 System Health Monitoring

Essential Health Checks:

# Inventory system
ODOO model stock.quant count          # Should be > 0
ODOO model stock.picking count       # Active transfers
ODOO model stock.move search         # Pending movements

# Financial system
ODOO model account.move search       # Invoice states
ODOO model res.partner count         # Customer/supplier counts

# Operational health
ODOO model sale.order search         # Order states
ODOO model purchase.order search     # PO states
ODOO model mail.message count        # Communication volume

Critical Thresholds:

• Stock quants: Should be > 0 for active products
• Draft orders: Should be minimal (< 5)
• Posted invoices: Should match order count
• Cron jobs: Monitor for failures (46 jobs in system)

Scripts

• scripts/odoo_api.py — main CLI wrapper with subcommands for all modules. Always prints JSON to stdout.
• scripts/setup.py — stores and validates Odoo credentials non-interactively
• scripts/_hermes_home.py — resolves HERMES_HOME path
• scripts/odoo-health-check.py — comprehensive Odoo health monitoring script

Health Monitoring

Use the health check script to monitor system status:

python3 scripts/odoo-health-check.py

This script checks:

• Inventory system (stock quants, moves, warehouses)
• Financial system (invoices, orders)
• Operational health (users, cron jobs, communications)

First-Time Setup

The agent drives setup non-interactively via CLI flags. The abbreviation ODOO_SETUP refers to scripts/setup.py.

Step 0: Check if already configured

python scripts/setup.py --check

If the terminal prints AUTHENTICATED (uid=N), the user is already set up and no further setup is needed. If NOT_CONFIGURED, continue.

Step 1: Gather credentials

Ask the user for:

• Odoo URL — base URL of the Odoo instance (e.g., http://193.203.163.39:8069)
• Database name — the Odoo database (e.g., ok)
• Username — login email (e.g., [e-mail])
• Password — login password

Step 2: Store credentials

python scripts/setup.py --store <url> <db> <user> <password>

Step 3: Verify

python scripts/setup.py --check

Expect AUTHENTICATED (uid=N). If it fails, re-check credentials with the user.

Step 4: Test the API

python scripts/odoo_api.py check

Expect JSON with "ok": true and server version info.

Credentials are stored in ~/.hermes/odoo_config.json.

Usage

All commands follow the pattern:

python scripts/odoo_api.py <module> <action> [--flags]

The abbreviation ODOO refers to python scripts/odoo_api.py.

Check connection

ODOO check

Returns JSON with url, db, user, uid, and server version.

ODOO version

Returns server version info.

Generic model operations

Use model for CRUD on any Odoo model. This is the fallback when module subcommands don't cover a specific operation.

ODOO model <model_name> search --domain '<json>' --limit 10
ODOO model <model_name> read <ids>
ODOO model <model_name> create '<json_values>'
ODOO model <model_name> write <ids> '<json_values>'
ODOO model <model_name> unlink <ids>
ODOO model <model_name> fields
ODOO model <model_name> count --domain '<json>'
ODOO model <model_name> call <method_name> --method-args '<json_list>'

model search example:

ODOO model res.partner search --domain '[["is_company","=",true]]' --limit 5 --fields name,email,phone

model count example:

ODOO model crm.lead count --domain '[["type","=","lead"]]'

model call example:

ODOO model sale.order call action_confirm --method-args '[5]'

Output format

Every command outputs a single JSON object to stdout:

{"ok": true, "result": [...]}

or on error:

{"ok": false, "error": "error message"}

Module subcommands

For module-specific, domain-aware operations, load the relevant sub-skill:

Module	Sub-skill to load	Subcommand	Common Actions
CRM	odoo-crm	crm	list-leads, list-opportunities, get, create, update, delete, stages, statistics
Sales	odoo-sales	sales	list-quotations, list-orders, get, create, confirm, cancel, products, statistics
Inventory	odoo-inventory	inventory	check-stock, transfers, warehouses, products, statistics
Manufacturing	odoo-manufacturing	manufacturing	list-orders, create-order, boms, work-orders, statistics
Purchase	odoo-purchase	purchase	list-rfqs, list-orders, create, confirm, cancel, statistics
Accounting	odoo-accounting	accounting	invoices, bills, create-invoice, validate, journal-items, payments, statistics
HR	odoo-hr	hr	employees, get-employee, departments, create-employee, statistics
Expenses	odoo-expenses	expenses	list, get, create, attach, attachments, submit, approve, refuse, statistics
Contacts	odoo-contacts	contacts	list, search, get, create, update, delete, statistics
Calendar	odoo-calendar	calendar	events, get-event, create-event, delete-event, statistics
Discuss	odoo-discuss	discuss	messages, send, followers, activities, statistics
Project	odoo-project	model	search/read/create on project.project and project.task
Timesheets	odoo-timesheets	model	search/read/create on account.analytic.line
Time Off	odoo-time-off	model	search/read/create on hr.leave, hr.leave.type
Attendances	odoo-attendances	model	search/read/create on hr.attendance
Recruitment	odoo-recruitment	model	search/read/create on hr.applicant, hr.job
Fleet	odoo-fleet	model	search/read/create on fleet.vehicle, fleet.vehicle.log.contract
Email Marketing	odoo-email-marketing	model	search/read on mailing.mailing, mailing.contact, mailing.list
Events	odoo-events	model	search/read on event.event, event.registration
Website	odoo-website	model	search/read on website.page, blog.post, website.menu
Link Tracker	odoo-link-tracker	model	search/read on link.tracker, link.tracker.click, utm.campaign
Dashboards	odoo-dashboards	model	search/read on spreadsheet.dashboard; use source modules for KPI data
Point of Sale	odoo-pos	model	search/read on pos.order, pos.session, pos.config
Delivery	odoo-delivery	model	search/read on delivery.carrier, delivery.price.rule
Loyalty	odoo-loyalty	model	search/read on loyalty.program, loyalty.card, loyalty.rule, loyalty.reward
Payments	odoo-payments	model	search/read on payment.provider, payment.transaction, account.payment
SMS	odoo-sms	model	search/read on sms.sms, sms.template
Live Chat	odoo-livechat	model	search/read on im_livechat.channel, mail.channel, im_livechat.visitor
Maintenance	odoo-maintenance	model	search/read on maintenance.request, maintenance.equipment, maintenance.team
Survey	odoo-survey	model	search/read on survey.survey, survey.question, survey.user_input
Forum	odoo-forum	model	search/read on forum.forum, forum.post, forum.tag
eLearning	odoo-elearning	model	search/read on slide.channel, slide.slide, slide.channel.partner
Planning	odoo-planning	model	search/read on planning.planning, planning.role, planning.template
Restaurant	odoo-restaurant	model	search/read on pos.restaurant.floor, rest.table, pos.order
Certificate	odoo-certificate	model	search/read on certificate.certificate, certificate.template
Data Recycle	odoo-data-recycle	model	search/read on data_recycle.record
ERP Health Report	erp-health-report	scripts/erp_health_report.py	cross-skill: Odoo audit → charts → PPTX → Gmail

Rules

1. Always confirm destructive actions: Before unlink, delete, cancel, or refuse, ask the user to confirm. Show what will be deleted/canceled.

2. Check auth before each session: Run ODOO check at the beginning of a conversation involving Odoo. If credentials are missing, guide the user through setup.

3. Load the right sub-skill: When the user asks about a specific module (e.g., "show CRM leads"), load the relevant sub-skill (odoo-crm) for domain-specific field mappings and best practices.

4. Present data as tables: Format search results as tables with the most relevant columns visible.

5. Use named flags when available: Prefer the domain-aware flags (--state draft, --partner-id 3) over raw --domain when using module subcommands.

6. Handle errors gracefully: If an API call returns {"ok": false, ...}, explain the error to the user and suggest next steps.

7. IDs are integers: When referencing records by ID, always use integers. When passing multiple IDs, use JSON array syntax [1, 2, 3].

Troubleshooting

| Problem | Fix | |---------|---|\n| NOT_CONFIGURED | Run setup: python scripts/setup.py --store <url> <db> <user> <pass> |\n| CONNECTION_FAILED | Check the URL is reachable and the port is correct |\n| AUTH_FAILED | Verify username, password, and database name |\n| current transaction is aborted | The server is processing a scheduled action; wait a few seconds and retry |\n| You cannot delete a record | The record is referenced by other records; remove dependencies first |\n| Missing required field | Check ODOO model <model> fields for required fields |\n| Access Denied | The user doesn't have permissions for this operation/model |\n| python: command not found | Use python3 instead of python (Python 3.13+ is standard) |\n| setup.py not found | Use the full path: /opt/hermes/skills/business/odoo/scripts/setup.py |\n| odoo_api.py not found | Use the full path: /opt/hermes/skills/business/odoo/scripts/odoo_api.py |

Data Exploration Patterns

Quick Data Overview Workflow

# 1. Verify connection first
ODOO check

# 2. Count records across key modules
ODOO model res.partner count
ODOO model sale.order count
ODOO model stock.picking count
ODOO model purchase.order count
ODOO model account.move count
ODOO model hr.employee count
ODOO model project.project count
ODOO model crm.lead count
ODOO model mail.message count

# 3. Sample key records to understand structure
ODOO model sale.order search --limit 3 --fields name,state,amount_total,partner_id
ODOO model res.partner search --limit 3 --fields name,email,phone,is_company

# 4. Get detailed records for analysis
ODOO model sale.order read <id> --fields name,state,amount_total,order_line,partner_id
ODOO model stock.picking read <id> --fields name,state,partner_id,move_ids

Common Data Analysis Questions

• Sales Performance: ODOO model sale.order search --domain '[["state","in",["sale","done"]]]' --fields amount_total,create_date,partner_id
• Inventory Status: ODOO model stock.picking search --domain '[["state","in",["done","assigned"]]]' --fields name,product_id,location_id
• Customer Analysis: ODOO model res.partner search --domain '[["customer","=",true]]' --fields name,email,phone,vat
• Financial Summary: ODOO model account.move search --domain '[["state","in",["posted","posted"]]]' --fields amount_total,date,move_type

Common API Usage Patterns

Data Exploration Workflow

# 1. Check connection first
ODOO check

# 2. Count records to get overview
ODOO model res.partner count
ODOO model sale.order count
ODOO model stock.picking count

# 3. Sample data to understand structure
ODOO model res.partner search --limit 5 --fields name,email,phone,is_company
ODOO model sale.order search --limit 3 --fields name,state,amount_total,partner_id

# 4. Get detailed records
ODOO model sale.order read <id> --fields name,state,amount_total,order_line
ODOO model stock.picking read <id> --fields name,state,partner_id,move_ids

JSON Domain Filter Tips

• Use true/false (lowercase) for boolean values
• Use double quotes for string values: [["active","=",true]]
• Use JSON array syntax: [["state","in",["sale","done"]]]
• Test domains with count first before using with search

Revoking Access

To remove stored credentials:

python scripts/setup.py --clear

This deletes ~/.hermes/odoo_config.json.