docs: update SKILL.md for Projects module (v0.4.0)
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@@ -14,7 +14,11 @@ description: >
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"bulk update", "how many records", "count of", "stage id for", "resolve stage",
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"bulk update", "how many records", "count of", "stage id for", "resolve stage",
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"search with filters", "filter by", "lost reasons", "course", "training",
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"search with filters", "filter by", "lost reasons", "course", "training",
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"elearning", "e-learning", "lesson", "slide", "quiz", "enroll", "enrollment",
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"elearning", "e-learning", "lesson", "slide", "quiz", "enroll", "enrollment",
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"onboard to course", "publish course", "add lesson", "create course".
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"onboard to course", "publish course", "add lesson", "create course",
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"create project", "new project", "archive project", "project milestone",
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"create milestone", "subtask", "child task", "add follower", "task follower",
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"post a note", "task chatter", "task messages", "create stage", "add stage",
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"rename stage", "archive task", "stage management".
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---
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---
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# Odoo MPM Skill
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# Odoo MPM Skill
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@@ -79,9 +83,33 @@ Look up quotes and sales orders by name (e.g. S00901) or customer. `get_sales_or
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### CRM (`search_crm_leads`, `get_crm_lead`, `create_crm_lead`, `update_crm_lead`, `list_crm_stages`, `mark_crm_lead_lost`, `list_crm_lost_reasons`)
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### CRM (`search_crm_leads`, `get_crm_lead`, `create_crm_lead`, `update_crm_lead`, `list_crm_stages`, `mark_crm_lead_lost`, `list_crm_lost_reasons`)
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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.
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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.
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### Project (`list_projects`, `get_project`, `search_tasks`, `get_task`, `create_task`, `update_task`, `list_task_stages`)
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### Project — Core (`list_projects`, `get_project`, `search_tasks`, `get_task`, `create_task`, `update_task`, `list_task_stages`)
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Browse projects, search and update tasks. Use `list_task_stages` with a project_id to get valid stage IDs.
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Browse projects, search and update tasks. Use `list_task_stages` with a project_id to get valid stage IDs.
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### Project — CRUD (`create_project`, `update_project`, `archive_project`)
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Create new projects, update project metadata (name, description, owner, dates, visibility), and archive/restore projects.
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`privacy_visibility`: `employees` (all staff), `portal` (employees + invited portal users), `followers` (invited internal only).
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### Project — Milestones (`list_milestones`, `create_milestone`, `update_milestone`)
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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.
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### Project — Task Chatter (`post_task_message`, `get_task_messages`)
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Post messages or internal notes to a task's chatter thread, and retrieve the message history.
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`post_task_message` message_type: `comment` (all followers) or `internal` (internal note only).
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### Project — Subtasks (`get_task_subtasks`, `create_subtask`)
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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.
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### Project — Task Lifecycle (`archive_task`)
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Soft-delete a task by setting `active=False`. Pass `archive=False` to restore it.
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### Project — Followers (`add_task_follower`, `remove_task_follower`)
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Subscribe or unsubscribe users from task notifications. Accepts `partner_ids` (res.partner IDs) or `user_ids` (res.users IDs — resolved to partner IDs automatically).
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### Project — Stage Management (`create_task_stage`, `update_task_stage`)
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Create new task stages (kanban columns) linked to one or more projects, or update existing stages.
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`create_task_stage` requires `project_ids` list. `update_task_stage` accepts `add_project_ids` / `remove_project_ids` for incremental association changes.
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### Helpdesk (`search_helpdesk_tickets`, `get_helpdesk_ticket`, `create_helpdesk_ticket`, `update_helpdesk_ticket`, `list_helpdesk_teams`)
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### Helpdesk (`search_helpdesk_tickets`, `get_helpdesk_ticket`, `create_helpdesk_ticket`, `update_helpdesk_ticket`, `list_helpdesk_teams`)
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Manage support tickets across helpdesk teams.
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Manage support tickets across helpdesk teams.
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