odoo

# Odoo Financial Intelligence

**Read-only, Evidence-First, Ledger-Based Reports**

## Quick Reference: Common Odoo Models

| Model | What It Contains | Use For |
|-------|------------------|---------|
| `res.users` | Users/Salespeople | Find salesperson by name, get user_id |
| `sale.order` | Sales Orders | Revenue by salesperson, order counts, status |
| `account.move` | Invoices/Journal Entries | Invoice tracking, payments, P&L data |
| `res.partner` | Contacts/Customers | Customer info, top customers by revenue |
| `product.product` | Products | Product sales, inventory |
| `account.account` | Chart of Accounts | Financial reporting, balance sheet |
| `account.move.line` | Journal Lines | Detailed ledger entries |

## Security & Credentials

### Security Model

This skill implements a **defense-in-depth security model**:

1. **User Invocation Required**: This skill CANNOT be invoked autonomously by AI models
2. **Read-Only Enforcement**: All data modifications are blocked at the code level
3. **Credential Isolation**: Credentials stored only in local `.env` file, never transmitted elsewhere
4. **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`:

| Variable | Description | Secret | Required |
|----------|-------------|--------|----------|
| `ODOO_URL` | Odoo instance URL (e.g., `https://your-odoo.com`) | No | **Yes** |
| `ODOO_DB` | Odoo database name | No | **Yes** |
| `ODOO_USER` | Odoo username/email | No | **Yes** |
| `ODOO_PASSWORD` | Odoo API key (recommended) or password | **Yes** | **Yes** |

**⚠️ CRITICAL**: These credentials are REQUIRED. The skill will not function without them.

**Setup:**
```bash
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:**
1. Log into Odo...

# Odoo Financial Intelligence Skill for OpenClaw

Production-grade Odoo accounting intelligence for OpenClaw with **native RPC reporting**, **IFRS-compliant financial statements**, **modern visualizations**, and **evidence-backed outputs**.

> **⚠️ SECURITY NOTICE**: This skill requires Odoo credentials and implements strict read-only access. See [SECURITY.md](SECURITY.md) for full details.

## Features

### v2.0 - Modern Reports
- **5 Pre-built Reports:** Financial Health, Revenue Analytics, AR/AP Aging, Expense Breakdown, Executive Summary
- **Compliant Financial Statements:** P&L, Balance Sheet, Cash Flow
- **Automatic Standard Detection:** Detects company's accounting standard (IFRS, US GAAP, Ind-AS, UK GAAP, SOCPA, CAS, JGAAP, etc.) and formats accordingly
- **Ad-hoc Builder:** Custom comparisons (revenue vs expenses, direct vs indirect, etc.)
- **Dual Output:** WhatsApp cards (dark theme) + PDF reports (light theme)
- **Interactive:** Prompts for missing params — no assumptions

### Core Features
- Financial summary (sales, expenses, receivables/payables)
- VAT reporting (input/output/net)
- Cash-flow snapshots
- Trend analysis + chart generation
- Rules-based anomaly detection
- AI-assisted anomaly narration and NL Q&A (via OpenClaw agent runtime)
- Hard read-only enforcement at connector layer (no create/write/unlink)

## Installation

**Prerequisites:**
- Python 3.10+
- Odoo 16+ (tested on Odoo 19)
- Odoo API key or credentials

**Step 1: Clone and Install**
```bash
cd ~/.openclaw/workspace/skills
git clone https://github.com/ashrf-in/odoo-openclaw-skill odoo
cd odoo/assets/autonomous-cfo
python3 -m venv venv
source venv/bin/activate
pip install -r requirements.txt
```

**Or use the install script:**
```bash
cd odoo/assets/autonomous-cfo
./install.sh
```

## Configuration

**REQUIRED**: Create `assets/autonomous-cfo/.env` with your Odoo credentials:

```env
ODOO_URL=https://your-instance.odoo.com
ODOO_DB=your_database_name
ODOO_USER=your_email@example.com
O...