v0.4.1: Add checklists to modules list; add checklist trigger phrase; 100 words exact

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2026-05-29 18:04:31 -05:00
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@@ -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.