erp-health-report

name	erp-health-report
description	Cross-skill workflow: Odoo ERP health audit, infographic summary, PPTX report, and email delivery via Gmail.
version	1.0.0
author	Hermes
license	MIT
platforms	["linux","macos","windows"]
required_credential_files	[{"path":"odoo_config.json","description":"Odoo connection credentials"},{"path":"google_token.json","description":"Google OAuth2 token (for Gmail)"}]
metadata	{"hermes":{"tags":["erp","health-report","odoo","gmail","infographic","pptx","workflow"],"homepage":"https://www.odoo.com","related_skills":["odoo","baoyu-infographic","google-workspace","nano-pdf"]}}

ERP Health Report

Generates a comprehensive ERP health report by querying all Odoo modules, visualizing key metrics as charts and an infographic, compiling a PPTX report, and emailing it via Gmail.

Workflow

1. Query Odoo — fetch counts/stats from CRM, Sales, Inventory, Manufacturing, Purchase, Accounting, HR, Expenses, Contacts (9 modules)
2. Generate charts — matplotlib bar charts for each module
3. Generate infographic — creates a structured-content prompt for baoyu-infographic image generation
4. Compile PPTX — report with cover slide, module summary tables, embedded charts, and KPI highlights
5. Email via Gmail — send the PPTX report and infographic PNG to specified recipients

Dependencies

uv pip install python-pptx matplotlib Pillow

Scripts

• scripts/erp_health_report.py — full orchestrator: uv run python3 scripts/erp_health_report.py [--email [e-mail]]

Quick Start

# Full run: query Odoo, generate charts, compile PPTX, email
uv run python3 scripts/erp_health_report.py --email [e-mail]

# Skip email, just generate report files
uv run python3 scripts/erp_health_report.py --skip-email

# Quiet mode (JSON output only)
uv run python3 scripts/erp_health_report.py --json

# Custom output directory
uv run python3 scripts/erp_health_report.py --output-dir ./my-reports --skip-email

Output

report/erp-health-report-YYYYMMDD-HHMMSS/
├── data.json                  # Raw Odoo query results
├── charts/                    # matplotlib PNG charts
│   ├── crm.png
│   ├── sales.png
│   ├── inventory.png
│   ├── manufacturing.png
│   ├── purchase.png
│   ├── accounting.png
│   ├── hr.png
│   ├── expenses.png
│   └── contacts.png
├── infographic-prompt.md      # Prompt for baoyu-infographic image gen
├── ERP_Health_Report.pptx     # Full compiled report
└── summary.json               # Final summary with file paths

Cross-Skill Chaining

After this skill generates the report, you can chain other skills:

# 1. Generate infographic from the prompt
# Load baoyu-infographic skill, use infographic-prompt.md as source

# 2. Convert PPTX to PDF for broader distribution
# Load nano-pdf skill

# 3. Upload to Google Drive
# Load google-workspace skill, use drive upload

Rules

1. Always confirm before sending email — show recipients and attachment list
2. Odoo credentials must be configured first (odoo setup --store)
3. Google OAuth must be authenticated (run google-workspace/setup.py --check)
4. A running Odoo instance is required