analyze-orders

name

analyze-orders

description

Analyze customer orders (sale.order) in Odoo 18 via XML-RPC API. Use this skill when the user asks to "analyze orders", "show customer orders", "order history", "sales analysis", "revenue analysis", "product analysis", "analyzuj objednávky", "ukáž objednávky", "historie objednávek", "analýza prodejů", "analýza tržeb zákazníka", or any request involving analyzing, summarizing, or reporting on sale.order data in Odoo 18.

Odoo 18 Order Analysis (sale.order)

Analyze customer orders, revenue trends, and product performance in Odoo 18 via XML-RPC API.

Before executing any API calls, read the shared reference at ${CLAUDE_PLUGIN_ROOT}/references/xmlrpc-api.md for connection setup.

Configuration

Same environment variables: ODOO_URL, ODOO_DB, ODOO_API_KEY (UID se zjistí automaticky)

Analysis Queries

Get Customer Orders

orders = models.execute_kw(DB, UID, KEY, 'sale.order', 'search_read', [
    [['partner_id', '=', partner_id], ['state', 'in', ['sale', 'done']]]
], {
    'fields': ['name', 'date_order', 'amount_total', 'state', 'invoice_status'],
    'order': 'date_order DESC',
    'limit': 100,
})

Get Order Lines (Products Bought)

order_lines = models.execute_kw(DB, UID, KEY, 'sale.order.line', 'search_read', [
    [['order_id', 'in', order_ids]]
], {
    'fields': ['product_id', 'product_uom_qty', 'price_unit', 'price_subtotal', 'discount', 'order_id'],
})

Get All Orders in Date Range

orders = models.execute_kw(DB, UID, KEY, 'sale.order', 'search_read', [
    [['date_order', '>=', '2025-01-01'], ['date_order', '<=', '2025-12-31'], ['state', 'in', ['sale', 'done']]]
], {
    'fields': ['name', 'partner_id', 'date_order', 'amount_total'],
    'order': 'date_order DESC',
})

Revenue by Customer (aggregated)

# Use read_group for aggregation
revenue = models.execute_kw(DB, UID, KEY, 'sale.order', 'read_group', [
    [['state', 'in', ['sale', 'done']]]
], {
    'fields': ['partner_id', 'amount_total'],
    'groupby': ['partner_id'],
    'orderby': 'amount_total DESC',
    'limit': 20,
})

Monthly Revenue Trend

monthly = models.execute_kw(DB, UID, KEY, 'sale.order', 'read_group', [
    [['state', 'in', ['sale', 'done'], ['date_order', '>=', '2025-01-01']]]
], {
    'fields': ['date_order', 'amount_total'],
    'groupby': ['date_order:month'],
    'orderby': 'date_order ASC',
})

Product Performance

products = models.execute_kw(DB, UID, KEY, 'sale.order.line', 'read_group', [
    [['state', 'in', ['sale', 'done']]]
], {
    'fields': ['product_id', 'price_subtotal', 'product_uom_qty'],
    'groupby': ['product_id'],
    'orderby': 'price_subtotal DESC',
    'limit': 20,
})

Analysis Output Format

Present analysis results in a clear, structured format:

Customer Summary

• Total orders count
• Total revenue
• Average order value
• First and last order dates
• Most purchased products

Revenue Breakdown

• By product category
• By time period (monthly/quarterly)
• Year-over-year comparison if data available

Insights

• Buying frequency (days between orders)
• Trend direction (growing, stable, declining)
• Top products by quantity and revenue
• Discount usage patterns

Workflow

1. Ask user which customer or date range to analyze
2. Fetch orders and order lines
3. Calculate aggregated metrics
4. Present a clear summary with key insights
5. Offer to export results or create a follow-up action