From d0d772edaec7038a194c9c8537e56cd1544e8a1a Mon Sep 17 00:00:00 2001 From: mpmedia Date: Thu, 28 May 2026 17:38:52 -0500 Subject: [PATCH] docs: update SKILL.md for Projects module (v0.4.0) --- skills/odoo/SKILL.md | 32 ++++++++++++++++++++++++++++++-- 1 file changed, 30 insertions(+), 2 deletions(-) diff --git a/skills/odoo/SKILL.md b/skills/odoo/SKILL.md index a1d1c1e..627e04b 100644 --- a/skills/odoo/SKILL.md +++ b/skills/odoo/SKILL.md @@ -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.