Odoo Accounting Operations

When to Use

• •Syncing transactions from Odoo (daily at 6 AM recommended)
• •Generating financial summaries (revenue, expenses, net profit)
• •Retrieving invoices and payment status
• •Preparing data for CEO Briefing
• •Analyzing expense categories and trends

Instructions

1. •

   Sync Transactions (retrieves last 30 days):

   bash

   python3 .claude/skills/odoo-accounting/scripts/main_operation.py --action sync
   

   Syncs invoices, payments, expenses from Odoo. Prevents duplicates.

2. •

   Financial Summary:

   bash

   python3 .claude/skills/odoo-accounting/scripts/main_operation.py --action summary --period monthly
   

   Options: --period daily|weekly|monthly|custom --start YYYY-MM-DD --end YYYY-MM-DD

3. •

   List Invoices:

   bash

   python3 .claude/skills/odoo-accounting/scripts/main_operation.py --action invoices --status unpaid
   

   Options: --status all|paid|unpaid|overdue

4. •

   Expense Analysis:

   bash

   python3 .claude/skills/odoo-accounting/scripts/main_operation.py --action expenses --top 10
   

   Categorizes expenses and shows top spending areas.

5. •

   Check Status:

   bash

   python3 .claude/skills/odoo-accounting/scripts/main_operation.py --action status
   

6. •

   Verify Connection:

   bash

   python3 .claude/skills/odoo-accounting/scripts/verify_operation.py
   

Environment Variables Required

ODOO_URL=http://localhost:8069
ODOO_DB=your_database_name
ODOO_USER=your_user_login
ODOO_PASSWORD=your_api_key_or_password
# API key allows secure access without main password

Output Files

• •AI_Employee_Vault/Accounting/transactions_YYYY-MM.json - Monthly transaction data
• •AI_Employee_Vault/Accounting/summary_YYYY-MM-DD.md - Financial summaries
• •AI_Employee_Vault/Accounting/invoices_current.json - Active invoices

Validation

• • Odoo API authenticated successfully
• • Transactions synced without duplicates
• • Financial calculations accurate
• • Audit log entry created

See REFERENCE.md for JSON-RPC setup and API details.