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: > description: >
Access MPM's Odoo ERP system (mpmedia.odoo.com). Modules: Products, Access MPM's Odoo ERP system (mpmedia.odoo.com). Modules: Products,
Knowledge, Contacts, Sales, CRM, Project (CRUD, milestones, subtasks, 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. eLearning (courses, slides, quiz, enrollment), Utilities.
Triggers on: "in Odoo", "our products", "the knowledge base", "find a Triggers on: "in Odoo", "our products", "the knowledge base", "find a
contact", "sales order", "opportunity", "project tasks", "helpdesk ticket", contact", "sales order", "opportunity", "project tasks", "helpdesk ticket",
@@ -13,7 +13,7 @@ description: >
"course", "training", "elearning", "lesson", "slide", "quiz", "enroll", "course", "training", "elearning", "lesson", "slide", "quiz", "enroll",
"create project", "archive project", "milestone", "subtask", "create project", "archive project", "milestone", "subtask",
"add follower", "post a note", "task chatter", "create stage", "add follower", "post a note", "task chatter", "create stage",
"archive task". "checklist", "archive task".
--- ---
# Odoo MPM Skill # 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 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. `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`) ### Helpdesk (`search_helpdesk_tickets`, `get_helpdesk_ticket`, `create_helpdesk_ticket`, `update_helpdesk_ticket`, `list_helpdesk_teams`)
Manage support tickets across helpdesk teams. Manage support tickets across helpdesk teams.