From f63fe2ccf19dba318ca6eb9722b81739bfdf2d21 Mon Sep 17 00:00:00 2001 From: mpmedia Date: Fri, 29 May 2026 18:04:31 -0500 Subject: [PATCH] v0.4.1: Add checklists to modules list; add checklist trigger phrase; 100 words exact --- skills/odoo/SKILL.md | 19 +++++++++++++++++-- 1 file changed, 17 insertions(+), 2 deletions(-) diff --git a/skills/odoo/SKILL.md b/skills/odoo/SKILL.md index 489ad08..4ff0329 100644 --- a/skills/odoo/SKILL.md +++ b/skills/odoo/SKILL.md @@ -3,7 +3,7 @@ name: odoo description: > Access MPM's Odoo ERP system (mpmedia.odoo.com). Modules: Products, Knowledge, Contacts, Sales, CRM, Project (CRUD, milestones, subtasks, - chatter, followers, stages), Helpdesk, Purchase, Inventory, Employees, + chatter, followers, stages, checklists), Helpdesk, Purchase, Inventory, Employees, eLearning (courses, slides, quiz, enrollment), Utilities. Triggers on: "in Odoo", "our products", "the knowledge base", "find a contact", "sales order", "opportunity", "project tasks", "helpdesk ticket", @@ -13,7 +13,7 @@ description: > "course", "training", "elearning", "lesson", "slide", "quiz", "enroll", "create project", "archive project", "milestone", "subtask", "add follower", "post a note", "task chatter", "create stage", - "archive task". + "checklist", "archive task". --- # Odoo MPM Skill @@ -105,6 +105,21 @@ Subscribe or unsubscribe users from task notifications. Accepts `partner_ids` (r 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. +### Project — Drive Link (`link_drive_document_to_project`) +Attach a Google Drive folder or document URL to a `project.project` record as an `ir.attachment` of type `url`. Appears in the project's Attachments panel. Use for the Drive↔Odoo cross-linking standard across implementation module projects. + +### Project — Task Checklists (`list_checklist_templates`, `get_task_checklists`, `add_checklist_to_task`, `update_checklist_item`) +Cybrosys `projects_task_checklists` module (installed, v19.0.1.0.0). Models: `task.checklist` (templates), `checklist.item` (template items), `checklist.item.line` (per-task instances). + +**Key facts:** +- `list_checklist_templates` — list templates; each has `checklist_ids` (items). +- `get_task_checklists` — returns all `checklist.item.line` records for a task with `state` and `check_list_item_id`. +- `add_checklist_to_task` — idempotent; replicates the UI onchange server-side; returns count of lines created. +- `update_checklist_item` — accepts `state`: `todo` | `in_progress` | `done` | `cancel`. Uses Odoo action methods so task progress % and chatter update automatically. No `is_done` field — use `state`. +- Task fields: `checklist_id` (active template), `checklists_ids` (lines via `projects_id`), `progress` (computed %). + +**Usage pattern for phase acceptance:** `list_checklist_templates` → `add_checklist_to_task` → `get_task_checklists` → `update_checklist_item` as criteria are met. + ### Helpdesk (`search_helpdesk_tickets`, `get_helpdesk_ticket`, `create_helpdesk_ticket`, `update_helpdesk_ticket`, `list_helpdesk_teams`) Manage support tickets across helpdesk teams.