Odoo Pulse

Fetch a single sales order with its line items. Provide either the numeric `order_id` or the `order_name` (e.g. 'S00042'). Returns the order header plus its order lines (product, qty, price).

Report stock at risk — shortages and dead stock — in one call. Shortages are storable products with negative forecasted quantity (demand exceeds supply). Dead stock is on-hand product with no done stock move in dead_stock_days, valued at standard_price. The dead-stock check is a bounded heuristic: when the recently-moved product list hits the 200-group cap, a risk flags that the list may over-count. Args: dead_stock_days: No-movement window for dead stock (default 90). top_n: Rows listed per breakdown section (default 10). timezone_offset: UTC offset for "today" (default 7 = Asia…

List scheduled activities / to-dos (mail.activity). Args: user: Filter by the assigned user's name. overdue_only: If true, only activities whose deadline has passed. limit: Max results.

List recruitment applicants (hr.applicant). Args: job: Filter by the job position name applied for. stage: Filter by recruitment stage name (e.g. 'New', 'Interview'). limit: Max results.

List employee appraisals (hr.appraisal). Args: employee: Filter by employee name. state: new, pending, done or cancel. limit: Max results.

List approval requests (approval.request). Args: status: new, pending, approved, refused or cancel. category: Filter by approval category name (e.g. 'Business Trip'). limit: Max results.

List attendance records (hr.attendance) - employee check in/out. Args: employee: Filter by employee name. date_from: Inclusive lower bound on check-in (YYYY-MM-DD). date_to: Inclusive upper bound on check-in (YYYY-MM-DD). limit: Max results.

List bills of materials (mrp.bom). Args: product: Filter by the produced product (name or reference). limit: Max results.

List calendar meetings (calendar.event). Args: query: Free text matched against the meeting title. date_from: Inclusive lower bound on the start datetime (YYYY-MM-DD). date_to: Inclusive upper bound on the start datetime (YYYY-MM-DD). limit: Max results.

List eLearning courses (slide.channel). Args: query: Free text matched against the course name. limit: Max results.

List HR departments (hr.department) with employee headcount.

List documents from the Documents app (documents.document). Args: query: Free text matched against the document name. limit: Max results.

List email marketing mailings (mailing.mailing) with engagement stats.

List employees (hr.employee). Args: query: Free text matched against name, work email or job title. department: Filter by department name. limit: Max results.

List PLM engineering change orders (mrp.eco). Args: product: Filter by the affected product template name. state: Filter by state code. limit: Max results.

List maintenance equipment / assets (maintenance.equipment).

List event registrations / attendees (event.registration). Args: event: Filter by event name. state: draft, open (confirmed), done (attended) or cancel. limit: Max results.

List events (event.event). Args: query: Free text matched against the event name. date_from: Inclusive lower bound on the event start date (YYYY-MM-DD). date_to: Inclusive upper bound on the event start date (YYYY-MM-DD). limit: Max results.

List employee expenses (hr.expense). Args: employee: Filter by employee name. state: draft, reported, approved, done or refused. limit: Max results.

List helpdesk tickets (helpdesk.ticket - Odoo Enterprise). Args: query: Free text matched against ticket name or customer. team: Filter by helpdesk team name. stage: Filter by stage name (e.g. 'New', 'In Progress', 'Solved'). limit: Max results.

List invoices/bills (account.move). Args: customer: Filter by partner name. move_type: 'out_invoice' (customer invoice), 'in_invoice' (vendor bill), 'out_refund' (credit note) or 'in_refund' (vendor refund). unpaid_only: If true, only invoices that are not fully paid. date_from: Inclusive lower bound on invoice date (YYYY-MM-DD). date_to: Inclusive upper bound on invoice date (YYYY-MM-DD). limit: Max results.

List IoT devices (iot.device). Args: query: Free text matched against the device name. limit: Max results.

List recruitment job positions (hr.job) with expected/recruited counts.

List Knowledge articles (knowledge.article). Args: query: Free text matched against the article name. limit: Max results.

List loyalty / gift cards (loyalty.card). Args: partner: Filter by the card holder's name. limit: Max results.

List loyalty programs / coupons / gift cards (loyalty.program). Args: query: Free text matched against the program name. limit: Max results.

List lunch orders (lunch.order). Args: state: new, ordered, confirmed or cancelled. limit: Max results.

List maintenance requests (maintenance.request). Args: equipment: Filter by equipment name. stage: Filter by stage name (e.g. 'New Request', 'In Progress', 'Repaired'). limit: Max results.

List manufacturing orders (mrp.production). Args: product: Filter by the product being manufactured (name or reference). state: draft, confirmed, progress, to_close, done or cancel. limit: Max results.

List membership lines (membership.membership_line). Args: partner: Filter by member name. state: none, canceled, old, waiting, invoiced, free or paid. limit: Max results.

List Odoo models (technical name + label). Optionally filter by a case-insensitive substring matched against the model name or label, e.g. 'sale', 'res.partner', 'invoice'.

List notes (note.note). Args: query: Free text matched against the note content. limit: Max results.

List CRM opportunities (crm.lead, type='opportunity'). Args: query: Free text matched against the opportunity name or partner name. stage: Filter by stage name (e.g. 'New', 'Qualified', 'Won'). salesperson: Filter by the assigned salesperson's name. limit: Max results.

List customer/vendor payments (account.payment). Args: partner: Filter by partner name. payment_type: 'inbound' (received) or 'outbound' (sent). date_from: Inclusive lower bound on payment date (YYYY-MM-DD). date_to: Inclusive upper bound on payment date (YYYY-MM-DD). limit: Max results.

List payroll payslips (hr.payslip). Args: employee: Filter by employee name. state: draft, verify, done or cancel. limit: Max results.

List stock transfers / pickings (stock.picking): deliveries, receipts, internal. Args: picking_type: 'incoming' (receipts), 'outgoing' (deliveries) or 'internal'. partner: Filter by partner name. state: draft, waiting, confirmed, assigned, done or cancel. limit: Max results.

List planning shifts / slots (planning.slot). Args: resource: Filter by the assigned resource (employee/material) name. role: Filter by role name. limit: Max results.

List Point of Sale orders (pos.order). Args: date_from: Inclusive lower bound on order date (YYYY-MM-DD). date_to: Inclusive upper bound on order date (YYYY-MM-DD). state: draft, paid, done, invoiced or cancel. limit: Max results.

List Point of Sale sessions (pos.session). Args: state: opening_control, opened, closing_control or closed. limit: Max results.

List projects (project.project). Args: query: Free text matched against the project name. limit: Max results.

List purchase orders (purchase.order). Args: vendor: Filter by vendor name. state: Order state code: draft, sent, purchase, done or cancel. limit: Max results.

List quality alerts (quality.alert). Args: stage: Filter by stage name. limit: Max results.

List quality checks (quality.check). Args: product: Filter by product (name or reference). quality_state: none, pass or fail. limit: Max results.

List repair orders (repair.order). Args: product: Filter by the product under repair (name or reference). state: draft, confirmed, under_repair, ready, done or cancel. limit: Max results.

List sales orders (sale.order). Args: customer: Filter by customer name (partner). state: Order state code: draft, sent, sale, done or cancel. date_from: Inclusive lower bound on order date (YYYY-MM-DD). date_to: Inclusive upper bound on order date (YYYY-MM-DD). limit: Max results.

List electronic signature requests (sign.request). Args: state: sent, signed, refused, canceled or expired. limit: Max results.

List social media posts (social.post). Args: state: draft, scheduled, posting, posted or failed. limit: Max results.

List subscriptions (sale.subscription). Args: customer: Filter by customer name. stage: Filter by subscription stage name (e.g. 'In Progress', 'Closed'). limit: Max results.

List surveys (survey.survey) with response counts.

List project tasks (project.task). Odoo caps XML-RPC results at 200 per call. Use offset to paginate when a project has more tasks than the limit (e.g. limit=200, offset=200 for page 2). user_ids is resolved to [{id, name}] objects via a single batch lookup. Args: query: Free text matched against the task name. project: Filter by project name. assignee: Filter by an assigned user's name. stage: Filter by stage name (e.g. 'To Do', 'In Progress', 'Done'). include_subtasks: When False (default) only top-level tasks are returned. Set to True to include subtasks (pare…

List time off / leave requests (hr.leave). Args: employee: Filter by employee name. state: draft, confirm, refuse, validate1 or validate (approved). date_from: Inclusive lower bound on the leave start date (YYYY-MM-DD). date_to: Inclusive upper bound on the leave start date (YYYY-MM-DD). limit: Max results.

List timesheet entries (account.analytic.line with a project set). Args: employee: Filter by employee name. project: Filter by project name. date_from: Inclusive lower bound on the entry date (YYYY-MM-DD). date_to: Inclusive upper bound on the entry date (YYYY-MM-DD). limit: Max results.

List fleet vehicles (fleet.vehicle). Args: query: Free text matched against vehicle name or license plate. limit: Max results.

List website visitors (website.visitor) with visit counts.

Check connectivity and return the Odoo server version info.

Report the health of the CRM pipeline, in one call. Composes open crm.lead opportunities into totals (count, expected and probability-weighted revenue), stalled deals (no stage change in stalled_days), close-date buckets, per-stage / per-salesperson breakdowns, the recent win rate, and a rule-based verdict. Args: salesperson: Optional filter on user_id.name (ilike). team: Optional filter on team_id.name (ilike). stalled_days: Days without a stage change before a deal counts as stalled (default 14). lookahead_days: Days ahead that count as "closing soon" (default 30). …

Portfolio overview: one row per project, joined by id server-side. Replaces the project_status_report + project_profitability pair the overview tab used to call and join BY NAME in JS (which broke on duplicate project names). Returns raw signals only — the client computes its own health score from user-configured thresholds. Args: manager: Optional project-manager filter (user_id.name ilike). customer: Optional customer filter (partner_id.name ilike). include_on_hold: Keep on_hold projects (default True). include_done: Keep done projects (default False). lookahead_days: "…

Report purchasing health — late receipts and stale RFQs — in one call. Composes confirmed purchase orders into open value, receipts past their planned date, per-vendor open spend, plus a count of quotation requests (draft/sent) older than rfq_stale_days, and a rule-based verdict. Args: late_grace_days: Days past date_planned before a receipt counts as late (default 0). rfq_stale_days: Age in days after which a draft/sent RFQ counts as stale (default 7). top_n: Rows in the late-receipts / top-vendors lists (default 5). timezone_offset: UTC offset for "today" (d…

Report manufacturing health — late starts and stuck orders — in one call. Composes open mrp.production orders (confirmed / progress / to_close) into a by-state backlog, orders that should have started but haven't (confirmed with date_start in the past), orders running longer than stuck_days, and a rule-based verdict. Args: stuck_days: Days an order may run (progress/to_close) before it counts as stuck (default 14). top_n: Rows in the behind-start / stuck lists (default 5). timezone_offset: UTC offset for "today" (default 7 = Asia/Ho_Chi_Minh). company: Optional compan…

Report planned vs actual budget per project, line by line. Reads the Budgets app (budget.line on Odoo 18+, else crossovered.budget.lines) and matches lines to active projects by a line-level project_id m2o when the instance has one, else through the project's analytic account. Amounts are absolute company-currency sums; server-computed practical/theoretical amounts are used as-is. Also compares each project's total analytic cost against the practical amounts booked on its budget lines, flagging spend the budget does not capture. When the filter matches exactly one project the report gains a p…

Everything the project-detail page needs, in one call. Replaces ~12 separate calls (status, profitability, milestones, weekly hours, budgets, budget lines, cost breakdowns, delivery by month). Use `include` to re-fetch only what changed: checkbox toggles -> ["hours", "delivery_monthly"]; budget chip changes -> ["budget_detail", "delivery_monthly"]. Sections fail soft: a broken section lands in "errors" while the rest return. Args: project_id: project.project id. only_closed_stages / closed_stage_names / single_assignee_only: sub-task filters, as in project_subtask_hours; the…

Report delivery hours, money and budget burn per project in one call. Composes active project.project records (filtered by name / manager / customer) with timesheet hours (account.analytic.line grouped by project), analytic cost/revenue (grouped by analytic account) and the Budgets app when installed, into a per-project burn verdict (off_track / at_risk / on_track). When the filter matches exactly one project the report gains per-employee and per-task breakdowns. Args: project: Optional project-name filter (name ilike). Exactly one match switches on the drill-down breakdowns. …

Report which projects are in trouble, across a portfolio, in one call. Composes project.project records (filtered by manager / customer / name) with their project.milestone rows into a per-project derived health verdict (off_track / at_risk / on_track) driven by overdue-or-unreached milestones and the project end date. Surfaces the PM's declared status alongside, flags projects declared healthier than the data (divergence), and ranks by risk. Args: manager: Optional project-manager filter (user_id.name ilike). customer: Optional customer filter (partner_id.name ilike). project: O…

Total sub-task hours for one project, filtered server-side, in ONE call. Sums delivery/allocated/effective hours over the project's sub-tasks (project.task with parent_id set). Use this instead of paginating project.task through search_read — especially for the "exactly one assignee" condition, which Odoo domains cannot express. Args: project_id: project.project id (int, not name). only_closed_stages: Count only tasks whose stage name is in closed_stage_names (default False). Cancelled tasks DO count toward delivery hours (business decision 2026-07-15). closed_sta…

Read an ir.attachment: metadata always, base64 content when small enough. Binary attachments under ODOO_MAX_ATTACHMENT_BYTES are returned with their base64 `datas`; larger ones return metadata plus a warning. URL-type attachments return the link, never binary data. Args: attachment_id: The ir.attachment id. include_data: When False, return metadata only (no base64 fetch).

Fetch specific records by their ids. Pass `fields` to limit columns.

Report AR/AP aging and who owes what, in one call. Composes open posted invoices and vendor bills into standard aging buckets (not_due / 1-30 / 31-60 / 61-90 / 90+), the share of receivables overdue, the top overdue customers, and a verdict. Args: top_n: Rows in the top-overdue-customers list (default 5). timezone_offset: UTC offset for "today" (default 7 = Asia/Ho_Chi_Minh). company: Optional company name (ilike) or id to scope the report. overdue_pct_at_risk: Overdue AR share (%) that drops the verdict to at_risk (default 25). overdue_pct_off_track: Overdue AR s…

Report how sales are going versus the previous period, in one call. Composes confirmed sale.order records over the last two periods into revenue/order deltas, top customers, top products (server-side aggregate over order lines), a stale-quotation count, and a growing / steady / declining verdict. Args: period_days: Length of the comparison window in days (default 7). stale_quote_days: Age in days after which a draft/sent quotation counts as stale (default 7). top_n: Rows in the top-customers / top-products lists (default 5). timezone_offset: UTC offset for "today" (de…

Count records in a model matching an Odoo domain filter.

Query records from an Odoo model. Args: model: Technical model name, e.g. 'sale.order', 'res.partner'. domain: Odoo search domain as a list of triplets, e.g. [["state", "=", "sale"], ["amount_total", ">", 1000]]. Use 'and'/'|' operators as Odoo expects. Defaults to all records. fields: Field names to return. Omit to let Odoo decide (can be large). limit: Max records (capped by ODOO_MAX_RECORDS). offset: Pagination offset. order: Sort spec, e.g. 'date_order desc'.

Generate a daily standup digest for a project. Fetches all active subtasks (parent_id != False, stage not in exclude_stages, exactly 1 assigned user) and categorises them by deadline into OVERDUE / TODAY / UPCOMING / NO DEADLINE sections. Returns a plain-text digest ready to paste or send as an email body. Args: project: Project name (ilike match, e.g. "The Body Shop"). exclude_stages: Stage names to treat as closed. Defaults to ["Done", "Cancelled", "Delivered"]. lookahead_days: Days ahead to include in UPCOMING (default 7). timezone_offset: UTC offset in hours for …

Report who is over- or under-loaded, in one call. Composes the open project.task records in scope into a per-assignee load (open count plus overdue / due-soon / high-priority / no-deadline tallies), flags overloaded members and unassigned work, and returns a rule-based verdict. Done tasks carry no current load and are excluded. Args: project: Optional project-name filter (ilike). exclude_stages: Stage names dropped from scope. Default ["Cancelled"]. done_stages: Stage names treated as completed. Default ["Done", "Delivered"]. lookahead_days: Days ahead that count as "due soon…

Update one or more records. Returns a preview unless confirm=True. Args: model: Odoo model name (must be in ODOO_WRITABLE_MODELS). ids: Record ids to update. values: Field -> value mapping to write. confirm: Set True to actually write; otherwise a dry-run preview.