Odoo

Odoo Financial Intelligence (Read-Only, Evidence-First)

Use this skill for deterministic Odoo financial reporting.

Hard Rules

1. Odoo RPC output is the source of truth; AI text is advisory.
2. Skill is strict read-only. Mutating methods are blocked (create, write, unlink, and similar actions).
3. No proactive Odoo actions unless explicitly requested in-session.
4. Every material number must include method/scope assumptions.

Entrypoint

python3 ./skills/odoo/assets/autonomous-cfo/src/tools/cfo_cli.py

Runtime/Backend Policy

• --rpc-backend auto (default): prefers JSON-2 for Odoo 19+, falls back to XML-RPC.
• --rpc-backend json2
• --rpc-backend xmlrpc

Quick health check:

python3 ./skills/odoo/assets/autonomous-cfo/src/tools/cfo_cli.py doctor

Required Environment

From assets/autonomous-cfo/.env:

• ODOO_URL
• ODOO_DB
• ODOO_USER
• ODOO_PASSWORD

Recommended: use Odoo API key as ODOO_PASSWORD and least-privilege bot user.

Primary Workflows

python3 ./skills/odoo/assets/autonomous-cfo/src/tools/cfo_cli.py summary --days 30
python3 ./skills/odoo/assets/autonomous-cfo/src/tools/cfo_cli.py cash_flow
python3 ./skills/odoo/assets/autonomous-cfo/src/tools/cfo_cli.py vat --date-from YYYY-MM-DD --date-to YYYY-MM-DD
python3 ./skills/odoo/assets/autonomous-cfo/src/tools/cfo_cli.py trends --months 12 --visualize
python3 ./skills/odoo/assets/autonomous-cfo/src/tools/cfo_cli.py anomalies
python3 ./skills/odoo/assets/autonomous-cfo/src/tools/cfo_cli.py anomalies --ai
python3 ./skills/odoo/assets/autonomous-cfo/src/tools/cfo_cli.py ask "..."
python3 ./skills/odoo/assets/autonomous-cfo/src/tools/cfo_cli.py rpc-call --model <model> --method <read_method> --payload '<json>'

Useful controls:

• --company-id for single-entity scope
• --lang, --tz for consistent localization
• --timeout, --retries for network stability

Accuracy Protocol (Mandatory)

Before final output, always:

1. Declare scope (date range, states, company).
2. Declare method (models/domains/fields used).
3. Cross-check key totals through one alternate view.
4. State currency handling explicitly.
5. Note assumptions and unresolved ambiguities.

If checks disagree, report as provisional and drill down.

VAT Protocol

Minimum output:

• output_vat
• input_vat
• net_vat_liability = output_vat - input_vat

Rules:

• posted tax lines only (unless user requests otherwise)
• explicit handling for refunds/credit notes
• mention localization caveats if custom tax setup exists

Edge-Case Checklist

• Multi-company leakage (must isolate when requested)
• Timezone boundary drift (month/day close)
• Draft contamination
• Large dataset partial reads (use pagination)
• Concurrent updates between calls
• JSON-2 per-call transaction semantics
• Custom fields/localization mismatches (fields_get)
• Negative/reversal lines and null refs in anomaly logic

AI Guardrails

Allowed: narrative, prioritization, risk commentary.

Not allowed: replacing deterministic numbers or claiming audited certainty without evidence.

For AI-assisted output, include source scope + deterministic basis + confidence.

Output Contract

Use this structure in user-facing reports:

1. Executive summary
2. Key numbers
3. Method and scope
4. Confidence level
5. Actionable next steps

Failure Handling

On failure:

1. Return exact error class and context.
2. Suggest one concrete remediation step.
3. Re-run doctor if connection/auth/model access is suspect.
4. Never fabricate fallback financial values.