docs: update SKILL.md for Projects module (v0.4.0)

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2026-05-28 17:38:52 -05:00
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@@ -14,7 +14,11 @@ description: >
"bulk update", "how many records", "count of", "stage id for", "resolve stage",
"search with filters", "filter by", "lost reasons", "course", "training",
"elearning", "e-learning", "lesson", "slide", "quiz", "enroll", "enrollment",
"onboard to course", "publish course", "add lesson", "create course".
"onboard to course", "publish course", "add lesson", "create course",
"create project", "new project", "archive project", "project milestone",
"create milestone", "subtask", "child task", "add follower", "task follower",
"post a note", "task chatter", "task messages", "create stage", "add stage",
"rename stage", "archive task", "stage management".
---
# Odoo MPM Skill
@@ -79,9 +83,33 @@ Look up quotes and sales orders by name (e.g. S00901) or customer. `get_sales_or
### CRM (`search_crm_leads`, `get_crm_lead`, `create_crm_lead`, `update_crm_lead`, `list_crm_stages`, `mark_crm_lead_lost`, `list_crm_lost_reasons`)
Manage opportunities in the sales pipeline. Use `list_crm_stages` to get valid stage IDs before updating. Use `list_crm_lost_reasons` then `mark_crm_lead_lost` to record a loss with a reason.
### Project (`list_projects`, `get_project`, `search_tasks`, `get_task`, `create_task`, `update_task`, `list_task_stages`)
### Project — Core (`list_projects`, `get_project`, `search_tasks`, `get_task`, `create_task`, `update_task`, `list_task_stages`)
Browse projects, search and update tasks. Use `list_task_stages` with a project_id to get valid stage IDs.
### Project — CRUD (`create_project`, `update_project`, `archive_project`)
Create new projects, update project metadata (name, description, owner, dates, visibility), and archive/restore projects.
`privacy_visibility`: `employees` (all staff), `portal` (employees + invited portal users), `followers` (invited internal only).
### Project — Milestones (`list_milestones`, `create_milestone`, `update_milestone`)
Manage `project.milestone` records. `list_milestones` filters to open milestones by default — pass `include_reached=True` for all. `update_milestone` with `is_reached=True` marks a milestone complete.
### Project — Task Chatter (`post_task_message`, `get_task_messages`)
Post messages or internal notes to a task's chatter thread, and retrieve the message history.
`post_task_message` message_type: `comment` (all followers) or `internal` (internal note only).
### Project — Subtasks (`get_task_subtasks`, `create_subtask`)
Get all direct child tasks of a task, or create a new subtask linked to a parent. `create_subtask` inherits the parent's project if `project_id` is omitted.
### Project — Task Lifecycle (`archive_task`)
Soft-delete a task by setting `active=False`. Pass `archive=False` to restore it.
### Project — Followers (`add_task_follower`, `remove_task_follower`)
Subscribe or unsubscribe users from task notifications. Accepts `partner_ids` (res.partner IDs) or `user_ids` (res.users IDs — resolved to partner IDs automatically).
### Project — Stage Management (`create_task_stage`, `update_task_stage`)
Create new task stages (kanban columns) linked to one or more projects, or update existing stages.
`create_task_stage` requires `project_ids` list. `update_task_stage` accepts `add_project_ids` / `remove_project_ids` for incremental association changes.
### Helpdesk (`search_helpdesk_tickets`, `get_helpdesk_ticket`, `create_helpdesk_ticket`, `update_helpdesk_ticket`, `list_helpdesk_teams`)
Manage support tickets across helpdesk teams.