# Send Odoo Reporting to your agent Hand the extracted package to your coding agent with a concrete install brief instead of figuring it out manually. ## Fast path - Download the package from Yavira. - Extract it into a folder your agent can access. - Paste one of the prompts below and point your agent at the extracted folder. ## Suggested prompts ### New install ```text I downloaded a skill package from Yavira. Read SKILL.md from the extracted folder and install it by following the included instructions. Then review README.md for any prerequisites, environment setup, or post-install checks. Tell me what you changed and call out any manual steps you could not complete. ``` ### Upgrade existing ```text I downloaded an updated skill package from Yavira. Read SKILL.md from the extracted folder, compare it with my current installation, and upgrade it while preserving any custom configuration unless the package docs explicitly say otherwise. Then review README.md for any prerequisites, environment setup, or post-install checks. Summarize what changed and any follow-up checks I should run. ``` ## Machine-readable fields ```json { "schemaVersion": "1.0", "item": { "slug": "odoo-reporting", "name": "Odoo Reporting", "source": "tencent", "type": "skill", "category": "通讯协作", "sourceUrl": "https://clawhub.ai/ashrf-in/odoo-reporting", "canonicalUrl": "https://clawhub.ai/ashrf-in/odoo-reporting", "targetPlatform": "OpenClaw" }, "install": { "downloadUrl": "/downloads/odoo-reporting", "sourceDownloadUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=odoo-reporting", "sourcePlatform": "tencent", "targetPlatform": "OpenClaw", "packageFormat": "ZIP package", "primaryDoc": "SKILL.md", "includedAssets": [ "README.md", "SECURITY.md", "SKILL.md", "assets/autonomous-cfo/README.md", "assets/autonomous-cfo/config/settings.json", "assets/autonomous-cfo/install.sh" ], "downloadMode": "redirect", "sourceHealth": { "source": "tencent", "slug": "odoo-reporting", "status": "healthy", "reason": "direct_download_ok", "recommendedAction": "download", "checkedAt": "2026-04-30T20:11:52.892Z", "expiresAt": "2026-05-07T20:11:52.892Z", "httpStatus": 200, "finalUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=odoo-reporting", "contentType": "application/zip", "probeMethod": "head", "details": { "probeUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=odoo-reporting", "contentDisposition": "attachment; filename=\"odoo-reporting-2.0.7.zip\"", "redirectLocation": null, "bodySnippet": null, "slug": "odoo-reporting" }, "scope": "item", "summary": "Item download looks usable.", "detail": "Yavira can redirect you to the upstream package for this item.", "primaryActionLabel": "Download for OpenClaw", "primaryActionHref": "/downloads/odoo-reporting" }, "validation": { "installChecklist": [ "Use the Yavira download entry.", "Review SKILL.md after the package is downloaded.", "Confirm the extracted package contains the expected setup assets." ], "postInstallChecks": [ "Confirm the extracted package includes the expected docs or setup files.", "Validate the skill or prompts are available in your target agent workspace.", "Capture any manual follow-up steps the agent could not complete." ] } }, "links": { "detailUrl": "https://openagent3.xyz/skills/odoo-reporting", "downloadUrl": "https://openagent3.xyz/downloads/odoo-reporting", "agentUrl": "https://openagent3.xyz/skills/odoo-reporting/agent", "manifestUrl": "https://openagent3.xyz/skills/odoo-reporting/agent.json", "briefUrl": "https://openagent3.xyz/skills/odoo-reporting/agent.md" } } ``` ## Documentation ### Odoo Financial Intelligence Read-only, Evidence-First, Ledger-Based Reports ### Quick Reference: Common Odoo Models ModelWhat It ContainsUse Forres.usersUsers/SalespeopleFind salesperson by name, get user_idsale.orderSales OrdersRevenue by salesperson, order counts, statusaccount.moveInvoices/Journal EntriesInvoice tracking, payments, P&L datares.partnerContacts/CustomersCustomer info, top customers by revenueproduct.productProductsProduct sales, inventoryaccount.accountChart of AccountsFinancial reporting, balance sheetaccount.move.lineJournal LinesDetailed ledger entries ### Security Model This skill implements a defense-in-depth security model: User Invocation Required: This skill CANNOT be invoked autonomously by AI models Read-Only Enforcement: All data modifications are blocked at the code level Credential Isolation: Credentials stored only in local .env file, never transmitted elsewhere Network Boundaries: Only connects to user-specified Odoo URL, no external telemetry ### Required Environment Variables This skill REQUIRES Odoo connection credentials stored in assets/autonomous-cfo/.env: VariableDescriptionSecretRequiredODOO_URLOdoo instance URL (e.g., https://your-odoo.com)NoYesODOO_DBOdoo database nameNoYesODOO_USEROdoo username/emailNoYesODOO_PASSWORDOdoo API key (recommended) or passwordYesYes ⚠️ CRITICAL: These credentials are REQUIRED. The skill will not function without them. Setup: cd skills/odoo/assets/autonomous-cfo cp .env.example .env # Edit .env with your actual credentials nano .env ### API Key vs Password For production, use an Odoo API key: Log into Odoo → Settings → Account Security → API Keys Generate a new key (e.g., "Financial Reports Skill") Use this key as ODOO_PASSWORD Why API keys? Scoped permissions (can be read-only) Can be revoked independently Don't expose your main password Better audit trail in Odoo ### Authentication Methods XML-RPC (Legacy, default): Password/API key sent in XML-RPC request body Supported by all Odoo versions JSON-RPC (Odoo 19+): API key sent as Authorization: Bearer header More efficient for large datasets Use ODOO_RPC_BACKEND=json2 to enable ### Model Invocation Policy 🚫 Model invocation is STRICTLY DISABLED. Per skill.json: "modelInvocation": { "disabled": true, "requiresUserInvocation": true } This means: AI models CANNOT invoke this skill automatically User MUST explicitly request Odoo operations Every invocation requires user intent ### Read-Only Enforcement ⚠️ IMPORTANT: Client-Side Enforcement Limitation The skill implements client-side read-only enforcement. This means: Mutating methods are blocked in the Python code Blocked methods raise PermissionError if called However, a modified or compromised client could bypass this For Production Security: Use a read-only Odoo user (recommended) Don't give modify permissions to the API key's user Review Odoo access logs regularly Blocked Methods: create, write, unlink (CRUD operations) copy (duplicate records) action_post, action_confirm, button_validate (workflow actions) Allowed Methods (Read-Only): search, search_read, read (data retrieval) search_count, fields_get (metadata) name_search, context_get, default_get (helpers) Attempting to call blocked methods raises PermissionError. ### Data Handling & Privacy No Data Exfiltration: Reports generated locally in assets/autonomous-cfo/output/ No Telemetry: No usage data sent to external servers Network Isolation: Only connects to ODOO_URL specified in .env Credential Security: Password/API key never logged or displayed Local Processing: All chart generation, PDF creation happens locally ### Output Security All outputs are local files only: output/pdf_reports/ - PDF reports output/whatsapp_cards/ - PNG image cards output/charts/ - Chart images output/excel/ - Excel spreadsheets No cloud upload, no external sharing, no data leaves your machine except to your specified Odoo instance. ### Installation The skill requires a Python virtual environment with specific packages: cd skills/odoo/assets/autonomous-cfo ./install.sh Or manually: cd skills/odoo/assets/autonomous-cfo python3 -m venv venv ./venv/bin/pip install -r requirements.txt Dependencies: requests, matplotlib, pillow, fpdf2, openpyxl ### Critical Rules NEVER assume - Always ask clarifying questions before generating reports Multi-company check - If multiple companies exist, ASK which one to use Ledger-based - Use Chart of Accounts and journal entries (account.move.line), not just invoice summaries Verify periods - Confirm date ranges with user before running No silent defaults - Every assumption must be confirmed ### Before Any Report, Ask: "Which company should I use?" (if multiple exist) "What period? (from/to dates)" "Which accounts or account types to include?" "Any specific breakdown needed?" (by account, by partner, by journal, etc.) "Output format preference?" (PDF, WhatsApp cards, or both) ### Entrypoint Uses the venv with fpdf2, matplotlib, pillow for proper PDF/chart generation: ./skills/odoo/assets/autonomous-cfo/venv/bin/python ./skills/odoo/assets/autonomous-cfo/src/tools/cfo_cli.py Or from the skill directory: cd skills/odoo/assets/autonomous-cfo && ./venv/bin/python src/tools/cfo_cli.py ### Chart of Accounts Based Reporting Reports should be built from: account.account - Chart of Accounts structure (code, name, type, internal_group) account.move.line - Journal entry lines (debit, credit, account_id, date) account.journal - Source journals (type: sale, purchase, cash, bank, general) ### Account Internal Groups ASSET - Assets (current, non-current, cash, receivables) LIABILITY - Liabilities (payables, taxes, accrued) EQUITY - Owner's equity INCOME - Revenue accounts EXPENSE - Cost and expense accounts OFF_BALANCE - Off-balance sheet accounts ### Common Account Types asset_cash - Bank and cash accounts asset_receivable - Accounts receivable asset_current - Current assets liability_payable - Accounts payable income - Revenue expense - Expenses ### Special Equity Types (Odoo-Specific) equity - Standard equity accounts (share capital, retained earnings) equity_unaffected - Suspense account for undistributed profits/losses (e.g., 999999) CRITICAL for Balance Sheet: Odoo's equity_unaffected is a SUSPENSE account. Do NOT use its ledger balance directly. Correct Equity Calculation: Equity Proper (type: equity) - Use ledger balance (credit - debit) Retained Earnings (prior years) - Ledger balance from equity_unaffected Current Year Earnings - Compute real-time: Income - Expenses Total Equity = Equity Proper + Retained Earnings + Current Year Earnings Where Current Year Earnings = Σ(income credit-debit) - Σ(expense debit-credit) Why this matters: Odoo computes Current Year Earnings in real-time on the Balance Sheet. Using only the equity_unaffected ledger balance will cause the balance sheet to NOT balance. ### Automatic Reporting Standard Detection The skill automatically detects the company's accounting standard based on country/jurisdiction and formats reports accordingly. Supported Standards: StandardJurisdictionNotesIFRSInternationalDefault for most countriesUS GAAPUnited StatesSEC registrantsInd-ASIndiaIndian GAAP converged with IFRSUK GAAPUnited KingdomFRS 102SOCPASaudi ArabiaIFRS adoptedEU IFRSEuropean UnionIAS RegulationCASChinaChinese Accounting StandardsJGAAPJapanJapanese GAAPASPECanadaPrivate enterprisesAASBAustraliaAustralian standards Detection Logic: Query company's country from res.company Map country code to reporting standard Apply standard-specific formatting: Number format (1,234.56 vs 1.234,56) Negative display ((123) vs -123) Date format (DD/MM/YYYY vs MM/DD/YYYY) Statement titles (Balance Sheet vs Statement of Financial Position) Cash flow method (indirect vs direct) Override: # Force a specific standard reporter.generate(..., standard="US_GAAP") ### Sales & CRM Queries # Salesperson performance - use direct RPC for flexibility ./venv/bin/python -c " from src.visualizers.whatsapp_cards import WhatsAppCardGenerator # Query sale.order by user_id, aggregate by month/status # Generate cards with generate_kpi_card() and generate_comparison_card() " # Example RPC query for salesperson: # - sale.order (user_id, amount_total, state, date_order) # - account.move (invoice_user_id, amount_total, payment_state) # - res.users (salesperson info) # - res.partner (customer info) ### Pre-built Reports # Financial Health - cash flow, liquidity, burn rate, runway cfo_cli.py health --from YYYY-MM-DD --to YYYY-MM-DD --company-id ID # Revenue Analytics - MoM trends, top customers cfo_cli.py revenue --from YYYY-MM-DD --to YYYY-MM-DD --company-id ID # AR/AP Aging - overdue buckets cfo_cli.py aging --as-of YYYY-MM-DD --company-id ID # Expense Breakdown - by vendor/category cfo_cli.py expenses --from YYYY-MM-DD --to YYYY-MM-DD --company-id ID # Executive Summary - one-page CFO snapshot cfo_cli.py executive --from YYYY-MM-DD --to YYYY-MM-DD --company-id ID ### Direct RPC Queries (Advanced) For sales/CRM data not covered by pre-built commands, use direct RPC: # Query sales orders by salesperson orders = jsonrpc('sale.order', 'search_read', [[('user_id', '=', SALESPERSON_ID)]], {'fields': ['name', 'partner_id', 'amount_total', 'state', 'date_order']}) # Query invoices by salesperson invoices = jsonrpc('account.move', 'search_read', [[('invoice_user_id', '=', SALESPERSON_ID), ('move_type', '=', 'out_invoice')]], {'fields': ['name', 'partner_id', 'amount_total', 'payment_state']}) # Find salesperson by name users = jsonrpc('res.users', 'search_read', [[('name', 'ilike', 'name_here')]], {'fields': ['id', 'name', 'login']}) ### Ad-hoc Reports # Custom comparison cfo_cli.py adhoc --from YYYY-MM-DD --to YYYY-MM-DD --metric-a "revenue" --metric-b "expenses" # Examples: cfo_cli.py adhoc --metric-a "cash in" --metric-b "cash out" cfo_cli.py adhoc --metric-a "direct expenses" --metric-b "indirect expenses" ### Output Formats --output whatsapp # Dark theme 1080x1080 PNG cards --output pdf # Light theme A4 PDF --output excel # Excel workbook (.xlsx) --output both # PDF + WhatsApp cards --output all # PDF + Excel + WhatsApp cards ### Automatic Visualizations Reports always include appropriate visualizations by default: ReportAuto-Included ChartsFinancial HealthCash position, burn rate trend, runwayRevenueMoM trend, top customers, growth KPIAR/AP AgingAging buckets pie, overdue highlightsExpensesCategory breakdown, trend, top vendorsExecutiveAll KPI cards, summary chartsBalance SheetAsset/liability compositionP&LRevenue vs expense, margin trendCash FlowOperating breakdown, cash trend Rule: If visualization makes the report clearer, include it automatically. Never ask "do you want charts?" — just add them. ### Interactive Param Collection If required params are missing, the skill will ask: Company: "Which company?" (list available options) Period: "What period? (e.g., 'last month', 'Q4 2024', custom dates)" Accounts: "Which accounts or groups?" (e.g., 'all income', 'bank accounts only') Breakdown: "Group by? (Month, Customer, Category, Account)" Output: "Output format? (WhatsApp cards, PDF, Both)" ### How to Use in Chat Just ask naturally: Sales & CRM: "How is [name] salesperson performance?" "Show me top customers for [salesperson]" "Compare sales team performance" "Which salesperson has the most orders?" Financial Reports: "Give me a financial health report for last quarter" "Show revenue vs expenses for the past 6 months" "What's my AR aging?" "Generate an executive summary for this month" "Show me profit & loss statement based on chart of accounts" General Queries: "How many orders did we get this month?" "Who are the top 10 customers?" "Show invoice status for [customer name]" The skill will: Check for multiple companies and ask which one Parse your request Ask for any missing info Fetch data from Odoo using ledger entries or direct RPC Generate charts + WhatsApp cards Deliver via WhatsApp cards and/or PDF ### Hard Rules Odoo RPC output is source of truth Strict read-only (no create/write/unlink) No proactive actions unless requested Every number includes methodology note Always verify with user before assuming Always include visualizations - If a report benefits from charts/graphs, include them automatically without asking. Reports should be visually complete. ### Diagnostics python3 ./skills/odoo/assets/autonomous-cfo/src/tools/cfo_cli.py doctor ### Report Themes WhatsApp Cards: "Midnight Ledger" — Navy-black (#0a0e1a), copper glow (#cd7f32) PDF Reports: Clean white, copper accents, professional layout ## Trust - Source: tencent - Verification: Indexed source record - Publisher: ashrf-in - Version: 2.0.7 ## Source health - Status: healthy - Item download looks usable. - Yavira can redirect you to the upstream package for this item. - Health scope: item - Reason: direct_download_ok - Checked at: 2026-04-30T20:11:52.892Z - Expires at: 2026-05-07T20:11:52.892Z - Recommended action: Download for OpenClaw ## Links - [Detail page](https://openagent3.xyz/skills/odoo-reporting) - [Send to Agent page](https://openagent3.xyz/skills/odoo-reporting/agent) - [JSON manifest](https://openagent3.xyz/skills/odoo-reporting/agent.json) - [Markdown brief](https://openagent3.xyz/skills/odoo-reporting/agent.md) - [Download page](https://openagent3.xyz/downloads/odoo-reporting)