火一五Odoo技能

火一五欧度技能（辉火云企业套件 Odoo 接口访问指南）。提供 Odoo 系统访问的正确指导，包括项目（project.project）、 任务（project.task）、工时（account.analytic.line）、销售（sale.order）、库存（stock.picking）等模型的正确查询方式。...

Security Scan

This is an instruction-only Odoo integration guide that is internally consistent with its stated purpose and does not request credentials or install code, though you should verify the external endpoint and trustworthiness of the publisher before using it in production.

Purpose & Capability

Name/description describe Odoo API guidance and the SKILL.md contains example domains, models, and CRUD operations against an Odoo instance (huihuoyun.huo15.com). The declared requirements (none) match an instruction-only guide — nothing requests unrelated cloud credentials or binaries.

Instruction Scope

Instructions include concrete example code (client.search_read, create, write) and reference a specific external endpoint and database. They do not instruct reading local files, environment variables, or exfiltrating data. Note: the guide references a default read-only account ([e-mail]) and advises admin accounts for writes — the skill itself does not request or store credentials.

Install Mechanism

No install spec and no code files — instruction-only surface with no downloads or executables. This minimizes install-time risk.

Credentials

No environment variables, credentials, or config paths are required. That is proportionate for a documentation/guide skill. The guide does reference an external Odoo URL; providing credentials to that service would be a user decision outside the skill.

Persistence & Privilege

always is false and the skill is user-invocable. It does not request permanent presence, nor does it modify other skills or system settings.

Assessment

This skill is an offline documentation guide for accessing an Odoo instance and appears coherent. Before installing or using it, verify you trust the referenced endpoint (https://huihuoyun.huo15.com) and the skill publisher (no homepage is provided and source is unknown). Never supply admin credentials to an external service unless you trust it; prefer read-only accounts or tokens with least privilege for testing. Also note a minor metadata mismatch (skill.json version vs registry version and a strange publishedAt timestamp) — not necessarily malicious but worth confirming the source if you plan to use this in a live environment.

火一五欧度技能

辉火云企业套件（Odoo）接口访问完整指南

基于 odoo-erp-connector 技能代码总结

---

🏢 系统信息

项目	值
地址	https://huihuoyun.huo15.com
数据库	huo15
模式	接口模式

账号规则

操作类型	账号	说明
读取数据	[e-mail]	默认使用，只读权限
写入操作	管理员账号	需授权

---

📋 Odoo 常用模型

项目管理

模型	说明	模型名
项目	项目主数据	project.project
任务	项目任务	project.task
任务阶段	任务状态阶段	project.task.type
工时	时间记录	account.analytic.line

业务模块

模型	说明	模型名
销售订单	销售订单	sale.order
发票	会计凭证	account.move
库存调拨	库存	stock.picking
联系人	客户/供应商	res.partner
产品	产品	product.product

---

⚠️ 核心查询规则

1. 任务查询 - 开放任务

⚠️ 最重要规则：搜索任务时，必须使用 active=True 过滤

# ✅ 正确：只查询开放任务
domain = [["active", "=", True]]

# 查询某个项目下的开放任务
domain = [
    ("active", "=", True),
    ("project_id", "=", project_id),
]

# 查询某用户的开放任务
domain = [
    ("active", "=", True),
    ("user_ids", "in", [user_id]),
]

2. 项目查询 - 开放项目

# ✅ 正确：只查询开放项目
domain = [["active", "=", True]]

# 按名称搜索项目
domain = [
    ("active", "=", True),
    ("name", "ilike", "项目名称"),
]

# 按客户搜索项目
domain = [
    ("active", "=", True),
    ("partner_id", "=", customer_id),
]

---

🔧 项目应用完整操作

项目（project.project）

字段说明

字段	类型	说明
id	integer	项目ID
name	char	项目名称
user_id	many2one	项目经理
partner_id	many2one	客户
date_start	date	开始日期
date	date	结束日期
active	boolean	是否启用
task_count	integer	任务数量
company_id	many2one	公司
description	text	描述
allow_timesheets	boolean	允许工时记录
allow_billable	boolean	允许计费
tag_ids	many2many	标签

查询示例

# 搜索项目
model = "project.project"
domain = [["active", "=", True]]
fields = ["id", "name", "user_id", "partner_id", "task_count", "active"]
result = client.search_read(model, domain, fields, limit=20, order="name asc")

---

任务（project.task）

字段说明

字段	类型	说明
id	integer	任务ID
name	char	任务名称
project_id	many2one	所属项目
user_ids	many2many	负责人员
stage_id	many2one	当前阶段
priority	selection	优先级 (0=普通, 1=紧急)
date_deadline	date	截止日期
active	boolean	是否启用
description	text	任务描述
parent_id	many2one	父任务
child_ids	one2many	子任务
date_assign	datetime	分配时间
create_date	datetime	创建时间
write_date	datetime	更新时间
partner_id	many2one	相关联系人
tag_ids	many2many	标签

查询示例

# 搜索开放任务
model = "project.task"
domain = [["active", "=", True]]
fields = ["id", "name", "project_id", "user_ids", "stage_id", "priority", "date_deadline"]
result = client.search_read(model, domain, fields, limit=50, order="priority desc, date_deadline asc")

# 查询某项目的所有开放任务
domain = [
    ("active", "=", True),
    ("project_id", "=", project_id),
]

# 查询某用户负责的任务
domain = [
    ("active", "=", True),
    ("user_ids", "in", [user_id]),
]

# 查询某阶段的任务
domain = [
    ("active", "=", True),
    ("stage_id", "=", stage_id),
]

---

任务阶段（project.task.type）

字段说明

字段	类型	说明
id	integer	阶段ID
name	char	阶段名称
sequence	integer	排序
fold	boolean	是否折叠

查询示例

# 获取项目任务阶段
model = "project.task.type"
domain = []
fields = ["id", "name", "sequence", "fold"]
result = client.search_read(model, domain, fields, order="sequence asc")

---

工时记录（account.analytic.line）

字段说明

字段	类型	说明
id	integer	工时ID
name	char	描述
project_id	many2one	项目
task_id	many2one	任务
unit_amount	float	工时数（小时）
date	date	日期
user_id	many2one	用户
employee_id	many2one	员工

查询示例

# 搜索工时记录
model = "account.analytic.line"
domain = [
    ("task_id", "=", task_id),
]
fields = ["id", "name", "unit_amount", "date", "user_id"]
result = client.search_read(model, domain, fields)

---

📊 业务模块查询

销售订单（sale.order）

model = "sale.order"
domain = [
    ("state", "=", "sale"),  # 已确认
]
fields = ["name", "partner_id", "user_id", "amount_total", "date_order", "state"]

发票（account.move）

model = "account.move"
domain = [
    ("move_type", "=", "out_invoice"),  # 销售发票
    ("state", "=", "posted"),  # 已过账
]
fields = ["name", "partner_id", "amount_total", "invoice_date", "payment_state"]

库存调拨（stock.picking）

model = "stock.picking"
domain = [
    ("state", "not in", ["done", "cancel"]),
]
fields = ["name", "partner_id", "state", "scheduled_date", "picking_type_id"]

---

🎯 常用操作示例

创建项目

values = {
    "name": "项目名称",
    "partner_id": customer_id,
    "description": "项目描述",
    "allow_timesheets": True,
}
project_id = client.create("project.project", values)

创建任务

values = {
    "project_id": project_id,
    "name": "任务名称",
    "user_ids": [(6, 0, [user_id])],  # many2many 格式
    "description": "任务描述",
    "date_deadline": "2024-12-31",
    "priority": "0",  # 0=普通, 1=紧急
}
task_id = client.create("project.task", values)

分配任务

client.write("project.task", task_id, {
    "user_ids": [(6, 0, [user_id1, user_id2])],
})

更改任务阶段

client.write("project.task", task_id, {
    "stage_id": stage_id,
})

记录工时

values = {
    "project_id": project_id,
    "task_id": task_id,
    "unit_amount": 3.0,  # 3小时
    "name": "工作描述",
    "date": "2024-03-19",
}
timesheet_id = client.create("account.analytic.line", values)

---

⚠️ 注意事项

1. active 字段：查询项目或任务时，必须使用 active=True 过滤，只返回开放的任务
2. 只读原则：默认使用 [e-mail] 进行读取操作
3. 多公司确认：如果系统有多家公司，先确认使用哪个公司
4. 日期范围：查询数据时先确认日期范围
5. many2many 格式：写入 user_ids 时使用 [(6, 0, [ids])] 格式

---

📁 Documents 文档应用操作

文档模型

模型	说明	模型名
文档	文档主数据	documents.document
文件夹	文档分类	documents.folder
访问权限	文档成员权限	documents.access

文档字段说明

字段	类型	说明
id	integer	文档ID
name	char	文档名称
datas	binary	文件内容(base64)
mimetype	char	文件类型
folder_id	many2one	所属文件夹
create_uid	many2one	创建人
owner_id	many2one	所有者
partner_id	many2one	关联联系人
access_token	char	访问令牌
access_url	char	访问URL
access_via_link	selection	链接访问权限
access_internal	selection	内部成员权限

文档权限字段说明

字段	说明	可用值
access_via_link	链接访问权限（通过分享链接访问）	view(查看)、edit(编辑)、none(无权限)
access_internal	内部成员权限（公司内部成员访问）	view(查看)、edit(编辑)、none(无权限)

查询文档示例

# 获取所有文档
model = "documents.document"
domain = []
fields = ["id", "name", "create_date", "mimetype", "access_token"]
result = client.search_read(model, domain, fields, limit=50)

# 搜索文档
model = "documents.document"
domain = [
    ("name", "ilike", "文档名称"),
]

# 获取文档详情
model = "documents.document"
result = client.read(doc_id, ["name", "datas", "access_token", "access_via_link", "access_internal"])

创建文档

# 上传文档
import base64

model = "documents.document"
values = {
    "name": "文档名称.docx",
    "folder_id": folder_id,  # 文件夹ID
    "datas": base64.b64encode(file_content).decode('utf-8'),
    "mimetype": "application/vnd.openxmlformats-officedocument.wordprocessingml.document",
}
doc_id = client.create(model, values)

📤 文档分享链接

分享链接机制

关键发现：Odoo 的 Documents 模块在上传时会自动生成 access_token，分享链接格式为：

https://huihuoyun.huo15.com/odoo/documents/{access_token}

创建/设置分享链接

# 只需要写入 access_via_link 字段即可启用分享
model = "documents.document"
client.write(doc_id, {
    "access_via_link": "edit"  # 启用链接访问，可编辑
})

分享权限设置

值	说明
view	链接访问：仅查看
edit	链接访问：可编辑
none	关闭链接访问

# 示例：设置文档为链接可编辑
model = "documents.document"
client.write(doc_id, {
    "access_via_link": "edit"
})

# 示例：设置文档为链接仅查看
client.write(doc_id, {
    "access_via_link": "view"
})

# 示例：关闭文档分享
client.write(doc_id, {
    "access_via_link": "none"
})

👥 内部成员权限设置

权限字段

字段	说明
access_internal	内部成员权限

值	说明
view	内部成员：仅查看
edit	内部成员：可编辑
none	内部成员：无权限

设置内部权限

# 设置内部成员权限为可编辑
model = "documents.document"
client.write(doc_id, {
    "access_internal": "edit"
})

# 设置内部成员权限为仅查看
client.write(doc_id, {
    "access_internal": "view"
})

# 设置内部成员无权限
client.write(doc_id, {
    "access_internal": "none"
})

📋 完整权限组合示例

# 同时设置内部和链接权限
model = "documents.document"
values = {
    "access_internal": "edit",  # 内部成员：可编辑
    "access_via_link": "view"   # 链接访问：仅查看
}
client.write(doc_id, values)

# 权限组合参考
combinations = [
    {"access_internal": "edit", "access_via_link": "edit", "desc": "完全公开编辑"},
    {"access_internal": "view", "access_via_link": "view", "desc": "公开仅查看"},
    {"access_internal": "edit", "access_via_link": "view", "desc": "内部可编辑，链接仅查看"},
    {"access_internal": "none", "access_via_link": "none", "desc": "完全私有"},
]

📄 获取文档分享链接

# 读取文档的分享信息
model = "documents.document"
result = client.read(doc_id, ["name", "access_token", "access_url", "access_via_link"])

# 生成分享链接
access_token = result["access_token"]
share_url = f"https://huihuoyun.huo15.com/odoo/documents/{access_token}"

---

📁 文件夹操作

查询文件夹

# 获取所有文件夹
model = "documents.folder"
domain = []
fields = ["id", "name", "owner_ids"]
result = client.search_read(model, domain, fields)

# 按名称搜索
model = "documents.folder"
domain = [("name", "ilike", "文件夹名称")]

创建文件夹

# 创建文件夹
model = "documents.folder"
values = {
    "name": "文件夹名称",
    "owner_ids": [(6, 0, [user_id])],  # 所有者
}
folder_id = client.create(model, values)

---

🎯 Documents 完整操作示例

上传文档并设置分享

import base64
from odoorpc import ODOO

# 连接系统
odoo = ODOO('https://huihuoyun.huo15.com', timeout=60)
odoo.login('huo15', '[e-mail]', 'password')

# 1. 上传文档
doc_id = odoo.execute(
    'documents.document',
    'create',
    {
        'name': '报告.docx',
        'datas': base64.b64encode(file_content).decode('utf-8'),
        'mimetype': 'application/vnd.openxmlformats-officedocument.wordprocessingml.document',
    }
)

# 2. 设置分享权限（链接可编辑，内部可查看）
odoo.execute(
    'documents.document',
    'write',
    doc_id,
    {
        'access_via_link': 'edit',    # 链接可编辑
        'access_internal': 'view',     # 内部仅查看
    }
)

# 3. 获取分享链接
doc = odoo.execute('documents.document', 'read', doc_id, ['access_token'])
share_url = f"https://huihuoyun.huo15.com/odoo/documents/{doc['access_token']}"
print(f"分享链接: {share_url}")

---

🔗 相关技能

• odoo-reporting：财务报表查询
• odoo-erp-connector：ERP 连接器
• huo15-doc-template：文档生成