odoo

# Odoo Financial Intelligence

This skill enables interaction with the Odoo financial system to perform audits, generate reports, and analyze business intelligence.

## Tools and Commands

The core functionality is provided by the `cfo-cli` (bundled in `scripts/`).

### Core Capabilities

1.  **Financial Summary**: Get a snapshot of invoices and expenses.
2.  **Cash Flow**: Check bank balances and petty cash status.
3.  **VAT Reporting**: Calculate Output/Input VAT and net liability.
4.  **Trend Analysis**: Monthly revenue vs. spending comparisons with visualization.
5.  **Anomaly Detection**: Use AI (Gemini) or rules to find duplicate bills, missing taxes, or payment outliers.
6.  **Natural Language Query**: Ask complex questions about the financial data.

## Usage

### Environment Setup
The skill requires the following environment variables (stored in `autonomous-cfo/.env`):
- `ODOO_URL`
- `ODOO_DB`
- `ODOO_USER`
- `ODOO_PASSWORD`
- `GOOGLE_API_KEY` (for Gemini intelligence)

### Common Workflows

#### 1. Quick Financial Pulse
Check the last 30 days:
`./scripts/cfo-cli summary --days 30`

#### 2. VAT Liability Check
`./scripts/cfo-cli vat --date-from 2026-01-01 --date-to 2026-03-31`

#### 3. Monthly Trends with Charts
`./scripts/cfo-cli trends --months 12 --visualize`

#### 4. Forensic Audit (AI Anomaly Detection)
`./scripts/cfo-cli anomalies --ai`

#### 5. Natural Language Questions
"What was my most expensive month in 2025?"
`./scripts/cfo-cli ask "What was my most expensive month in 2025?"`

## Delivery Guidelines

When the skill generates files (charts, reports, data exports):
1.  **Proactive Sending**: Do NOT just provide a download link. Use the `message` tool to send the file directly to the chat.
2.  **Formatting**:
    - **Images (PNG, JPG)**: Send as an image with a summary caption.
    - **Documents (PDF, XLSX, CSV)**: Send as a document attachment.
3.  **Captions**: Always include a brief summary of the file's content in the message caption.