odoo-pulse 1.0.0__tar.gz

odoo_pulse-1.0.0/.env.example

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+# Odoo connection (XML-RPC external API)
+# For Odoo Online (SaaS) the URL is https://<your-db>.odoo.com
+ODOO_URL=https://your-instance.odoo.com
+ODOO_DB=your-database-name
+ODOO_USERNAME=you@example.com
+# Generate under: Settings > Users > (your user) > Account Security > New API Key
+ODOO_API_KEY=your-api-key
+
+# Safety controls
+# Keep true to block create/write/unlink. Set to false to allow writes later.
+ODOO_READ_ONLY=true
+# Hard cap on records returned by a single search_read call.
+ODOO_MAX_RECORDS=200
+# Verify the server's TLS certificate. Set to false only for on-premise
+# instances using a self-signed / private-CA certificate.
+ODOO_VERIFY_SSL=true
+# Socket timeout (seconds) for each XML-RPC call, so a hung Odoo can't
+# block a tool call forever.
+ODOO_TIMEOUT=30
+
+# --- Write access (all default to "no writes") ---
+# Master switch must be false before any write is possible.
+# (ODOO_READ_ONLY above must be set to false.)
+# Comma-separated allow-list of models that may be written. Empty = none.
+# System models (ir.*, res.users, base*, ...) are blocked even if listed here.
+ODOO_WRITABLE_MODELS=
+# Allow record deletion (unlink). Stays blocked unless set to true.
+ODOO_ALLOW_DELETE=false
+
+# Which tool groups the server exposes (comma-separated).
+# Default: core,reports (~20 tools). Groups: core, reports, business, hr,
+# projects, operations, engagement, niche — or "all".
+#ODOO_TOOL_GROUPS=core,reports

odoo_pulse-1.0.0/.github/workflows/ci.yml

@@ -0,0 +1,31 @@
+name: CI
+
+on:
+  push:
+    branches: ["**"]
+  pull_request:
+
+jobs:
+  test:
+    runs-on: ubuntu-latest
+    strategy:
+      fail-fast: false
+      matrix:
+        python-version: ["3.10", "3.11", "3.12"]
+
+    steps:
+      - uses: actions/checkout@v4
+
+      - name: Set up Python ${{ matrix.python-version }}
+        uses: actions/setup-python@v5
+        with:
+          python-version: ${{ matrix.python-version }}
+          cache: pip
+
+      - name: Install dependencies
+        run: |
+          python -m pip install --upgrade pip
+          pip install -e ".[dev]"
+
+      - name: Run tests
+        run: pytest -q

odoo_pulse-1.0.0/.github/workflows/playground.yml

@@ -0,0 +1,21 @@
+name: playground-smoke
+
+# Manual + nightly only — never on PRs, so normal CI stays fast.
+on:
+  workflow_dispatch:
+  schedule:
+    - cron: "0 3 * * *"  # 03:00 UTC daily
+
+jobs:
+  smoke:
+    runs-on: ubuntu-latest
+    timeout-minutes: 25
+    steps:
+      - uses: actions/checkout@v4
+      - uses: actions/setup-python@v5
+        with:
+          python-version: "3.12"
+      - name: Install odoo-pulse
+        run: pip install -e .
+      - name: Run playground smoke
+        run: ./scripts/playground_smoke.sh

odoo_pulse-1.0.0/.github/workflows/release.yml

@@ -0,0 +1,53 @@
+name: release
+
+# Build and publish to PyPI when a version tag is pushed.
+# Publishing uses PyPI Trusted Publishing (OIDC) — no API token is stored.
+#
+# One-time setup (owner, on PyPI):
+#   PyPI > your project > Publishing > Add a trusted publisher (GitHub Actions)
+#     Owner:            minhhq-a1
+#     Repository:       odoo-pulse
+#     Workflow name:    release.yml
+#     Environment name: pypi
+#
+# Then: `git tag v1.0.0 && git push origin v1.0.0` publishes automatically.
+
+on:
+  push:
+    tags:
+      - "v*"
+
+permissions:
+  contents: read
+
+jobs:
+  build:
+    runs-on: ubuntu-latest
+    steps:
+      - uses: actions/checkout@v4
+      - uses: actions/setup-python@v5
+        with:
+          python-version: "3.12"
+      - name: Build sdist and wheel
+        run: |
+          python -m pip install --upgrade build twine
+          python -m build
+          python -m twine check dist/*
+      - uses: actions/upload-artifact@v4
+        with:
+          name: dist
+          path: dist/
+
+  publish:
+    needs: build
+    runs-on: ubuntu-latest
+    environment: pypi
+    permissions:
+      id-token: write  # required for OIDC trusted publishing
+    steps:
+      - uses: actions/download-artifact@v4
+        with:
+          name: dist
+          path: dist/
+      - name: Publish to PyPI
+        uses: pypa/gh-action-pypi-publish@release/v1

odoo_pulse-1.0.0/.gitignore

@@ -0,0 +1,27 @@
+# macOS
+.DS_Store
+
+# Secrets
+.env
+
+# Python
+__pycache__/
+*.py[cod]
+*.egg-info/
+.eggs/
+build/
+dist/
+.venv/
+venv/
+env/
+
+# Tooling
+.pytest_cache/
+.mypy_cache/
+.ruff_cache/
+
+# Local design docs / plans (internal); shipped docs are re-included below
+docs/*
+!docs/playground.md
+!docs/install.md
+!docs/tools.md

odoo_pulse-1.0.0/CLAUDE.md

@@ -0,0 +1,50 @@
+# CLAUDE.md
+
+This file provides guidance to Claude Code (claude.ai/code) when working with code in this repository.
+
+## Commands
+
+```bash
+# Install with dev dependencies
+pip install -e ".[dev]"
+
+# Run tests (no live Odoo needed)
+pytest
+
+# Run a single test file
+pytest tests/test_client.py
+
+# Run a single test by name
+pytest tests/test_tools_write.py::test_create_record_preview
+
+# Live smoke test against a real Odoo instance (reads only, never writes)
+python scripts/smoke_live.py
+```
+
+## Architecture
+
+This is an MCP server that exposes Odoo's XML-RPC external API as MCP tools. The entry point is `odoo_pulse/server.py`, which imports all tool modules as side effects — each import registers `@mcp.tool()` functions with the shared FastMCP instance.
+
+**Module responsibilities:**
+
+- `runtime.py` — shared singleton: holds the `mcp` (FastMCP) instance, the lazy `OdooClient` (created on first tool call), and shared helpers used by every tool: `safe()` (runs a lambda and serialises result/error to JSON), `name_domain()`, `date_domain()`, `preview()` (dry-run struct).
+- `odoo_client.py` — thin XML-RPC wrapper. `OdooConfig.from_env()` reads all env vars. `OdooClient._check_write()` enforces the four-layer write safety guard. All XML-RPC faults become `OdooError`. `fields_get` results are cached via a process-local TTL+LRU cache (`cache.py`); `aggregate_records` dispatches between `read_group` (Odoo ≤18) and `formatted_read_group` (19+) based on `major_version()`.
+- `tools_generic.py` — model-agnostic tools: `search_read`, `search_count`, `read_records`, `get_model_fields`, `list_models`, `odoo_version`, `aggregate_records`, `read_attachment`.
+- `tools_write.py` — write tools (`create_record`, `update_records`, `delete_records`) plus domain-specific helpers (`create_lead`, `create_contact`, `create_task`, `confirm_sale_order`). Every tool returns a dry-run preview unless `confirm=True`.
+- `workflow_helpers.py` — shared building blocks for composed workflow tools: `today_in_tz`, `parse_deadline`, archived-aware `resolve_user_names`, and `build_report` (the standard report envelope: `tool`, `as_of`, tool-specific keys, `summary`, `breakdown`, `highlights`, `risks`). Used by `tools_workflows.py` and `standup_digest`.
+- `tools_workflows.py` — composed, opinionated workflow tools that answer a business question in one call (e.g. `sprint_health`, `team_workload`, `project_status_report`, `standup_digest`). Read-only; compose `search_read`/aggregates server-side and return the `build_report` envelope.
+- `tools_reports.py` — cross-department report tools (`pipeline_review`, `sales_snapshot`, `receivables_health`, `inventory_risk`, `absence_overview`, `business_pulse`). Same envelope and composition style as `tools_workflows.py`.
+- `tool_groups.py` — maps `ODOO_TOOL_GROUPS` (default `core,reports`) to the tool modules `server.py` imports; unknown group names fail at startup.
+- `domain_tools.py`, `tools_hr.py`, `tools_projects.py`, `tools_operations.py`, `tools_engagement.py`, `tools_niche.py` — domain-specific read tools wrapping `search_read` with hard-coded fields and domains for common Odoo models.
+
+**Write safety chain** (all four must pass for any write to execute):
+1. `ODOO_READ_ONLY=false` — master switch (default: `true`, blocking all writes)
+2. `ODOO_WRITABLE_MODELS` — comma-separated allow-list; model must be in it
+3. `ODOO_ALLOW_DELETE=true` — required for `delete_records` (default: `false`)
+4. `confirm=True` on the tool call — all write tools return a preview struct by default
+
+System models (`ir.*`, `base*`, `res.users`, `res.groups`, etc.) are permanently blocked regardless of `ODOO_WRITABLE_MODELS`.
+
+**Testing pattern:** Tests inject a `FakeClient` directly into `runtime._client` (see `conftest.py`). The fake records every call in `fake_client.calls` and returns canned data from `search_responses`/`read_responses` dicts. No real Odoo or network is needed. Tests assert on the model name and domain that a tool built, not on Odoo's actual response.
+
+**Adding a new tool module:** Create `odoo_pulse/tools_foo.py`, import `mcp` and `get_client` from `.runtime`, decorate functions with `@mcp.tool()`, then add the module to a group in `tool_groups.GROUP_MODULES` (server.py imports modules per enabled group).

odoo_pulse-1.0.0/LICENSE

@@ -0,0 +1,21 @@
+MIT License
+
+Copyright (c) 2026 Minh Hong
+
+Permission is hereby granted, free of charge, to any person obtaining a copy
+of this software and associated documentation files (the "Software"), to deal
+in the Software without restriction, including without limitation the rights
+to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
+copies of the Software, and to permit persons to whom the Software is
+furnished to do so, subject to the following conditions:
+
+The above copyright notice and this permission notice shall be included in all
+copies or substantial portions of the Software.
+
+THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
+IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
+FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
+AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
+LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
+OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
+SOFTWARE.

odoo_pulse-1.0.0/Makefile

@@ -0,0 +1,13 @@
+COMPOSE = docker compose -f docker-compose.playground.yml
+
+.PHONY: playground playground-reset playground-smoke
+
+playground:            ## Boot Odoo + seed the demo story
+	$(COMPOSE) up -d
+	$(COMPOSE) logs -f seed
+
+playground-reset:      ## Wipe the playground (drops the database)
+	$(COMPOSE) down -v
+
+playground-smoke:      ## End-to-end: boot, seed, assert reports, tear down
+	./scripts/playground_smoke.sh

odoo_pulse-1.0.0/PKG-INFO

@@ -0,0 +1,120 @@
+Metadata-Version: 2.4
+Name: odoo-pulse
+Version: 1.0.0
+Summary: AI business analyst for Odoo ERP — one-call reports with verdicts, over MCP
+Project-URL: Homepage, https://github.com/minhhq-a1/odoo-pulse
+Project-URL: Repository, https://github.com/minhhq-a1/odoo-pulse
+Project-URL: Issues, https://github.com/minhhq-a1/odoo-pulse/issues
+Author-email: Minh Hong <minhhq@arrowhitech.com>
+License: MIT
+License-File: LICENSE
+Keywords: ai,analytics,business-intelligence,claude,erp,mcp,model-context-protocol,odoo,xml-rpc
+Classifier: Development Status :: 5 - Production/Stable
+Classifier: Intended Audience :: Developers
+Classifier: Intended Audience :: Information Technology
+Classifier: License :: OSI Approved :: MIT License
+Classifier: Operating System :: OS Independent
+Classifier: Programming Language :: Python :: 3
+Classifier: Programming Language :: Python :: 3.10
+Classifier: Programming Language :: Python :: 3.11
+Classifier: Programming Language :: Python :: 3.12
+Classifier: Topic :: Office/Business
+Classifier: Topic :: Software Development :: Libraries
+Requires-Python: >=3.10
+Requires-Dist: mcp[cli]>=1.2.0
+Requires-Dist: python-dotenv>=1.0
+Provides-Extra: dev
+Requires-Dist: pytest>=7.0; extra == 'dev'
+Description-Content-Type: text/markdown
+
+# odoo-pulse
+
+[![CI](https://github.com/minhhq-a1/odoo-pulse/actions/workflows/ci.yml/badge.svg)](https://github.com/minhhq-a1/odoo-pulse/actions/workflows/ci.yml)
+[![PyPI](https://img.shields.io/pypi/v/odoo-pulse)](https://pypi.org/project/odoo-pulse/)
+[![License: MIT](https://img.shields.io/badge/License-MIT-blue.svg)](LICENSE)
+
+**An AI business analyst for your [Odoo](https://www.odoo.com) ERP.** Ask one
+question, get one answer — numbers, highlights, risks, and a verdict
+(on-track / at-risk / off-track) — over the [Model Context
+Protocol](https://modelcontextprotocol.io). CRUD bridges to Odoo already exist;
+this is the analytics layer that sits on top.
+
+![business_pulse — a one-call company briefing](assets/business_pulse.svg)
+
+## The analyst tools
+
+Each tool answers a whole management question in a single call, returning a
+structured report with a verdict — not a raw dump you have to interpret.
+
+| Tool | Answers |
+| --- | --- |
+| `business_pulse` ⭐ | The morning briefing: yesterday's sales, new leads, overdue invoices, late tasks, who's off — with a company-wide verdict |
+| `pipeline_review` | CRM funnel by stage, stalled deals, weighted revenue, recent win rate |
+| `sales_snapshot` | Revenue this period vs last (Δ%), top customers/products, stale quotations |
+| `receivables_health` | AR/AP aging buckets, % overdue, top debtors |
+| `inventory_risk` | Shortages (negative forecast) and dead stock |
+| `absence_overview` | Who's off this week, pending approvals, thin-coverage departments |
+| `sprint_health` · `team_workload` · `project_status_report` | Project delivery: completion, overloaded members, at-risk projects |
+
+Under the hood it's the standard Odoo XML-RPC external API — nothing to install
+inside Odoo, works on Odoo Online, Odoo.sh, and on-premise.
+
+## Try it in 5 minutes
+
+No Odoo account? Boot a demo Odoo pre-seeded with a story to tell (a stalled
+deal, a 90-day-overdue invoice, a stock shortage, someone off today):
+
+```bash
+docker compose -f docker-compose.playground.yml up -d
+```
+
+Then point Claude at it and ask it to **`run business_pulse`**. Full
+walkthrough: [docs/playground.md](docs/playground.md).
+
+## Install & connect
+
+Add it to Claude Code (no install step — `uvx` fetches it):
+
+```bash
+claude mcp add odoo-pulse \
+  --env ODOO_URL=https://acme.odoo.com \
+  --env ODOO_DB=acme \
+  --env ODOO_USERNAME=you@example.com \
+  --env ODOO_API_KEY=your-api-key \
+  --env ODOO_READ_ONLY=true \
+  -- uvx odoo-pulse
+```
+
+Generate the API key in Odoo under **Settings → Users → (your user) → Account
+Security → New API Key**. Config for **Claude Desktop** and **Cursor**, plus pip
+and Docker alternatives: [docs/install.md](docs/install.md).
+
+## Read-only by default, safe writes when you want them
+
+The server is read-only out of the box. Writes require four independent controls
+to line up (`ODOO_READ_ONLY=false`, a model allow-list, a delete flag, and a
+per-call `confirm=true` after a dry-run preview); system models are never
+writable. Details: [docs/tools.md#write-operations](docs/tools.md#write-operations).
+
+## More tools
+
+Beyond the analyst reports, there are ~60 model-aware query tools spanning CRM,
+Sales, Inventory, Accounting, HR, Project, Manufacturing, PoS, and Enterprise
+apps — opt in via `ODOO_TOOL_GROUPS`. Full catalogue and configuration:
+[docs/tools.md](docs/tools.md).
+
+## Testing
+
+The suite mocks the XML-RPC layer, so **no real Odoo or network is needed**:
+
+```bash
+pip install -e ".[dev]"
+pytest
+```
+
+For a live check against a real Odoo (read-only), see
+[docs/tools.md#live-smoke-test-against-a-real-odoo](docs/tools.md#live-smoke-test-against-a-real-odoo).
+
+## License
+
+[MIT](LICENSE)

odoo_pulse-1.0.0/README.md

@@ -0,0 +1,91 @@
+# odoo-pulse
+
+[![CI](https://github.com/minhhq-a1/odoo-pulse/actions/workflows/ci.yml/badge.svg)](https://github.com/minhhq-a1/odoo-pulse/actions/workflows/ci.yml)
+[![PyPI](https://img.shields.io/pypi/v/odoo-pulse)](https://pypi.org/project/odoo-pulse/)
+[![License: MIT](https://img.shields.io/badge/License-MIT-blue.svg)](LICENSE)
+
+**An AI business analyst for your [Odoo](https://www.odoo.com) ERP.** Ask one
+question, get one answer — numbers, highlights, risks, and a verdict
+(on-track / at-risk / off-track) — over the [Model Context
+Protocol](https://modelcontextprotocol.io). CRUD bridges to Odoo already exist;
+this is the analytics layer that sits on top.
+
+![business_pulse — a one-call company briefing](assets/business_pulse.svg)
+
+## The analyst tools
+
+Each tool answers a whole management question in a single call, returning a
+structured report with a verdict — not a raw dump you have to interpret.
+
+| Tool | Answers |
+| --- | --- |
+| `business_pulse` ⭐ | The morning briefing: yesterday's sales, new leads, overdue invoices, late tasks, who's off — with a company-wide verdict |
+| `pipeline_review` | CRM funnel by stage, stalled deals, weighted revenue, recent win rate |
+| `sales_snapshot` | Revenue this period vs last (Δ%), top customers/products, stale quotations |
+| `receivables_health` | AR/AP aging buckets, % overdue, top debtors |
+| `inventory_risk` | Shortages (negative forecast) and dead stock |
+| `absence_overview` | Who's off this week, pending approvals, thin-coverage departments |
+| `sprint_health` · `team_workload` · `project_status_report` | Project delivery: completion, overloaded members, at-risk projects |
+
+Under the hood it's the standard Odoo XML-RPC external API — nothing to install
+inside Odoo, works on Odoo Online, Odoo.sh, and on-premise.
+
+## Try it in 5 minutes
+
+No Odoo account? Boot a demo Odoo pre-seeded with a story to tell (a stalled
+deal, a 90-day-overdue invoice, a stock shortage, someone off today):
+
+```bash
+docker compose -f docker-compose.playground.yml up -d
+```
+
+Then point Claude at it and ask it to **`run business_pulse`**. Full
+walkthrough: [docs/playground.md](docs/playground.md).
+
+## Install & connect
+
+Add it to Claude Code (no install step — `uvx` fetches it):
+
+```bash
+claude mcp add odoo-pulse \
+  --env ODOO_URL=https://acme.odoo.com \
+  --env ODOO_DB=acme \
+  --env ODOO_USERNAME=you@example.com \
+  --env ODOO_API_KEY=your-api-key \
+  --env ODOO_READ_ONLY=true \
+  -- uvx odoo-pulse
+```
+
+Generate the API key in Odoo under **Settings → Users → (your user) → Account
+Security → New API Key**. Config for **Claude Desktop** and **Cursor**, plus pip
+and Docker alternatives: [docs/install.md](docs/install.md).
+
+## Read-only by default, safe writes when you want them
+
+The server is read-only out of the box. Writes require four independent controls
+to line up (`ODOO_READ_ONLY=false`, a model allow-list, a delete flag, and a
+per-call `confirm=true` after a dry-run preview); system models are never
+writable. Details: [docs/tools.md#write-operations](docs/tools.md#write-operations).
+
+## More tools
+
+Beyond the analyst reports, there are ~60 model-aware query tools spanning CRM,
+Sales, Inventory, Accounting, HR, Project, Manufacturing, PoS, and Enterprise
+apps — opt in via `ODOO_TOOL_GROUPS`. Full catalogue and configuration:
+[docs/tools.md](docs/tools.md).
+
+## Testing
+
+The suite mocks the XML-RPC layer, so **no real Odoo or network is needed**:
+
+```bash
+pip install -e ".[dev]"
+pytest
+```
+
+For a live check against a real Odoo (read-only), see
+[docs/tools.md#live-smoke-test-against-a-real-odoo](docs/tools.md#live-smoke-test-against-a-real-odoo).
+
+## License
+
+[MIT](LICENSE)

odoo_pulse-1.0.0/assets/business_pulse.svg

@@ -0,0 +1,137 @@
+<svg class="rich-terminal" viewBox="0 0 970 489.2" xmlns="http://www.w3.org/2000/svg">
+    <!-- Generated with Rich https://www.textualize.io -->
+    <style>
+
+    @font-face {
+        font-family: "Fira Code";
+        src: local("FiraCode-Regular"),
+                url("https://cdnjs.cloudflare.com/ajax/libs/firacode/6.2.0/woff2/FiraCode-Regular.woff2") format("woff2"),
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+        font-style: normal;
+        font-weight: 400;
+    }
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+        font-family: "Fira Code";
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+        font-style: bold;
+        font-weight: 700;
+    }
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