commit 618bdcb444d908fd1b2ba680ff06d76c1ec4e3cc
Author: SMEtools <info@smetools.io>
Date:   Sun Jun 28 20:13:22 2026 +0300

    odoo-demo-architect: discovery -> live Odoo demo + sales docs, AI-built
    
    Public skill for Claude Code. Mines a discovery call, researches native-vs-custom,
    stands up a working Odoo demo over XML-RPC (modules + data + tested hero features),
    and generates run-of-show, one-pager, and a 1-page demo script.
    
    Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
    Claude-Session: https://claude.ai/code/session_01SBytQq5dcASi4ETm7n6THb

diff --git a/.gitignore b/.gitignore
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+# secrets / per-engagement config — never publish
+scripts/creds.json
+scripts/demo_config.json
+**/__pycache__/
+*.pyc
diff --git a/LICENSE b/LICENSE
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+MIT License
+
+Copyright (c) 2026 SMEtools
+
+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.
diff --git a/README.md b/README.md
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+# Odoo Demo Architect
+
+**Turn a discovery call into a complete, working Odoo demo — and the documents to sell it — with an AI agent doing the build.**
+
+A [Claude Code](https://claude.com/claude-code) skill. Point it at a discovery transcript and a reachable Odoo instance; it mines the client's pains, researches what Odoo does natively vs. what needs building, stands up a **live database** (modules + realistic data + the 1–2 "hero" features that win the deal), **tests** that those features actually fire, and generates three sales documents: a **run-of-show**, a **one-pager** for the decision-maker, and a **one-page step-by-step demo script**.
+
+Built from a real engagement where this produced a full Odoo 19 Enterprise demo — credit-limit hard-block with manager override, weight-based fleet load-building, EGP data, three sales docs — ready for a CEO meeting, with the founder barely touching the keyboard.
+
+---
+
+## What you get
+- A **live Odoo demo DB** tailored to the client (any Odoo: Online, self-hosted, or Odoo.sh).
+- **Working hero features**, no-code where possible, custom module only when necessary.
+- A **verification log** proving each hero fired (real numbers).
+- Three **self-contained HTML docs** (brand-themed): run-of-show, one-pager, 1-page script.
+
+## Install
+```bash
+# clone into your Claude Code skills folder
+git clone https://github.com/Smetools/odoo-demo-architect ~/.claude/skills/odoo-demo-architect
+```
+Or drop the folder anywhere Claude Code loads skills. Then just ask Claude: *"build an Odoo demo for <client> from this discovery call."*
+
+## Prerequisites
+- Claude Code.
+- A reachable Odoo instance + an **API key** (Settings → My Profile → Account Security → New API Key).
+  - On **Odoo.sh**: create the project and enter any partner trial code first (web-only), then come back with the DB URL + API key.
+- Optional but recommended: the **Perplexity MCP** (for the native-vs-custom research step). Web search works too.
+
+## Quickstart
+1. Put your Odoo creds in env vars (or `scripts/creds.json`):
+   `ODOO_URL`, `ODOO_DB`, `ODOO_LOGIN`, `ODOO_KEY`.
+2. Verify the connection: `python scripts/odoo_connect.py` → prints `server_version`.
+3. Copy `demo_config.example.json` → `scripts/demo_config.json`, fill it from the discovery call.
+4. Ask Claude to run the pipeline (see `SKILL.md`), or run `python scripts/build_demo.py` for the data layer, then let the agent build + test the heroes and generate the docs.
+
+## How it works (pipeline)
+1. **Mine the discovery** — pains in the client's words; the 1–2 heroes.
+2. **Research native-vs-custom** for each hero, for the client's exact Odoo version.
+3. **Connect** over XML-RPC; confirm the version.
+4. **Install** the scope's modules.
+5. **Load realistic data** (idempotent; currency before invoices; pre-stage so heroes fire live).
+6. **Build heroes** — no-code first, custom module as fallback.
+7. **Test every hero** on a throwaway record; keep demo objects pristine.
+8. **Generate the docs** from the brand templates.
+9. **Hand off** — login, cheat-sheet, verification log, doc links.
+
+Full procedure in [`SKILL.md`](SKILL.md).
+
+## Read this before touching Odoo 19
+Several core fields were renamed in v19 (`res.users.group_ids`, `res.groups` lost `category_id`, etc.), credit limit is **warning-only** natively, and fleet load-by-weight needs `stock_fleet`. All the footguns are in [`reference/odoo19-field-gotchas.md`](reference/odoo19-field-gotchas.md) so you don't relearn them the hard way.
+
+## Files
+```
+SKILL.md                        the procedure (what the agent follows)
+scripts/odoo_connect.py         XML-RPC connector + helpers
+scripts/build_demo.py           config-driven data + hero builder (template)
+demo_config.example.json        per-client config shape
+reference/odoo19-field-gotchas.md  version-specific fields + footguns
+templates/                      brand.css + the three doc templates
+```
+
+## License
+MIT. Use it, fork it, sell with it.
+
+## Credit
+Built by [SMEtools](https://www.smetools.io) — Odoo implementation + AI automation. Made with Claude Code.
diff --git a/SKILL.md b/SKILL.md
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+---
+name: odoo-demo-architect
+description: Build a complete, client-tailored Odoo demo from a discovery call. Mines the client's pains, researches native-vs-custom for each hero feature, stands up a LIVE Odoo database (modules + realistic data + working hero features) over XML-RPC, tests it, and generates the sales docs (run-of-show, one-pager, step-by-step script). Use when prepping an Odoo sales demo, POC, or proof-of-value before a client meeting. Triggers: "build an Odoo demo", "demo DB for <client>", "Odoo proof of concept", "stand up a demo before the meeting".
+---
+
+# Odoo Demo Architect
+
+Turn a discovery call into a polished, working Odoo demo + the documents to sell it — end to end, with minimal human steering. Built from a real engagement that won on first showing.
+
+## What it produces
+1. A **live Odoo database** with the client's modules installed, realistic industry data, and the 1–2 "hero" features that map to their pain — actually working, not slideware.
+2. Three **sales documents** (brand-themed, self-contained HTML): a **run-of-show**, a **one-pager** for the decision-maker, and a **1-page step-by-step demo script**.
+3. A **verification log** proving each hero feature fired (e.g. "credit block raised at 56,379 > 50,000; override confirmed").
+
+## Inputs you need before starting
+- **Discovery material** — a call transcript, recording, or notes describing the client's business + pains. (If using Knowcap, pull the transcript first.)
+- **Agreed scope** — which Odoo areas are in Phase 1 (Sales, Inventory, Accounting, Fleet, etc.).
+- **A reachable Odoo instance + credentials** — `URL`, `DB`, `login`, and an **API key** (Settings → My Profile → Account Security → New API Key). Works on Odoo Online, self-hosted, or Odoo.sh.
+  - *Odoo.sh note:* create the project + enter any partner trial code FIRST (web UI only — no API for project creation). Then proceed here once the DB is up and you have an API key.
+
+## The pipeline (run in order)
+
+### 1. Mine the discovery
+From the transcript/notes, extract and write down:
+- The **business shape** (entities, what they sell, who they sell to). Watch for "it's a group" that is really ONE company in Odoo — confirm chart-of-accounts/P&L/warehouse are shared.
+- The **top 3–5 pains in the client's own words** (quote them). These become the demo beats.
+- The **1–2 hero features** — the differentiators that justify the spend. Everything else is supporting flow.
+
+### 2. Research native-vs-custom (don't assume)
+For EACH hero feature, verify whether Odoo does it natively, no-code, or needs custom code — for the client's **exact Odoo version**. Use the Perplexity MCP (`perplexity_ask`) or web search. Ask precisely, e.g. *"In Odoo <ver>, is there a native hard-block (not warning) on SO confirmation over credit limit?"* Capture the verdict + citations. This step repeatedly overturns assumptions (e.g. credit limit is **warning-only** natively; v19 fleet dispatch IS native but only via `stock_fleet`).
+
+### 3. Connect (XML-RPC)
+Use `scripts/odoo_connect.py`. Authenticate, print `server_version` to confirm the major version (field names differ across versions — see `reference/odoo19-field-gotchas.md`). All build steps go through the `x(model, method, *args, **kwargs)` helper.
+
+### 4. Install modules for the scope
+`button_immediate_install` on the `ir.module.module` ids. Common set: `sale_management`, `stock`, `account_accountant`, `stock_delivery`, `stock_picking_batch`, `fleet`, `web_studio`, `base_automation`, `contacts`. For fleet load-by-weight on v19 also install `stock_fleet` (Stock Transport — adds vehicle capacity + batch dispatch). Module installs are heavy; allow several minutes.
+
+### 5. Generate + load realistic demo data
+Industry-appropriate, minimal but believable. Drive it from a `demo_config.json` (see `demo_config.example.json`) and `scripts/build_demo.py`. Rules:
+- **Get-or-create by name** so re-runs are idempotent.
+- Set the right **currency** first (activate it with `context={'active_test': False}`, set on `res.company`) — BEFORE posting any invoices (currency can't change once journal entries exist).
+- Give products a **weight** if fleet is in scope. Give customers **credit limits** (`use_partner_credit_limit=True`, `credit_limit=...`) if credit is in scope.
+- **Pre-stage state** to make heroes fire live: e.g. post an unpaid invoice to put a customer's receivable JUST under their limit, so a live order tips them over. Keep one demo quotation in **draft** for the live click.
+- Seed stock with `inventory_mode` context so deliveries can reserve (go Ready).
+
+### 6. Build the hero features — no-code first, module as fallback
+- **Prefer no-code:** server actions / automated rules (`base.automation`) / Studio. Portable to any Odoo, no deploy.
+- **Custom module only if needed:** generate a minimal module, push to the instance's git (Odoo.sh) or hand it to the user to deploy, then install + test. Keep modules tiny and version-correct.
+- Example hero (credit hard-block + manager override): override `sale.order.action_confirm` to raise `UserError` when `partner.credit + amount_total > credit_limit` unless the user is in an approver group; add an "Override" button gated to that group. (No-code equivalent: a Studio approval rule on the Confirm button + a stored "over limit" flag.)
+
+### 7. Test every hero over XML-RPC
+On a THROWAWAY record: trigger the action, assert the block fires, assert the override path works, then delete the throwaway. Leave the real demo objects pristine. Print a verification log with the actual numbers.
+
+### 8. Generate the sales docs
+From `templates/` (genericized, brand-themed), produce three self-contained HTML files, filling in the client's data:
+- **run-of-show** — beats with exact click-paths + what to say.
+- **one-pager** — before/after, what's automated, investment, the path to go-live; branded for the *selling* company; decision-maker audience.
+- **demo-script-1pager** — 7-ish numbered steps (Do + Say), prints on one A4.
+
+### 9. Hand off
+Output: the login, the pre-loaded data cheat-sheet, the verification log, and links to the three docs. Remind the user to rehearse once and keep the demo quotation in draft.
+
+## Guardrails
+- **Never invent that a feature works — test it.** Step 7 is mandatory; a demo hero that fails live loses the deal.
+- **Research before building** (step 2). Version assumptions are the #1 source of wasted effort.
+- **Don't hard-code the client.** Everything client-specific lives in `demo_config.json`.
+- **Currency before invoices. Weight before fleet. Pre-stage before the live click.** Order matters.
+- Read `reference/odoo19-field-gotchas.md` before touching Odoo 19 — several core fields were renamed.
+
+## Files
+- `scripts/odoo_connect.py` — XML-RPC connector + `x()` helper (correct context-kwarg passing).
+- `scripts/build_demo.py` — config-driven data + hero builder (template to adapt per engagement).
+- `demo_config.example.json` — the shape of a per-client config.
+- `reference/odoo19-field-gotchas.md` — version-specific field names + footguns learned the hard way.
+- `templates/` — the three doc templates (brand-themed, `{{placeholder}}` driven).
diff --git a/demo_config.example.json b/demo_config.example.json
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+++ b/demo_config.example.json
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+{
+  "_comment": "Per-client demo config. Fill from the discovery call. Generic food-distributor example below — replace with the client's real shape. Amounts in the chosen currency.",
+  "client": "Acme Distribution",
+  "currency": "EGP",
+  "use_credit_limit": true,
+  "scope_modules": ["sale_management", "stock", "account_accountant", "stock_delivery", "stock_picking_batch", "fleet", "stock_fleet", "web_studio", "base_automation"],
+
+  "products": [
+    { "name": "Cooking Oil 16L", "weight": 15.0, "price": 1150 },
+    { "name": "Rice 25kg",        "weight": 25.0, "price": 1400 },
+    { "name": "Sugar 50kg Sack",  "weight": 50.0, "price": 1900 },
+    { "name": "Frozen Carton 10kg","weight": 10.5, "price": 900 },
+    { "name": "Canned Case 24x",  "weight": 9.0,  "price": 540 }
+  ],
+
+  "customers": [
+    { "name": "Grand Hotel",        "credit_limit": 50000 },
+    { "name": "Corner Restaurant",  "credit_limit": 30000 },
+    { "name": "Industrial Foods Co","credit_limit": 200000 }
+  ],
+
+  "vehicles": [
+    { "model": "Small Truck", "category": "Small Truck (1 ton)", "plate": "DEMO-1001", "capacity_kg": 1000 },
+    { "model": "Large Truck", "category": "Large Truck (3 ton)", "plate": "DEMO-2002", "capacity_kg": 3000 }
+  ],
+
+  "pricelist": {
+    "name": "B2B HoReCa",
+    "percent": 5.0,
+    "assign_to": ["Grand Hotel", "Corner Restaurant"]
+  },
+
+  "prestage_receivables": [
+    { "_comment": "Put Grand Hotel JUST under its 50000 limit so a live order tips it over (the credit-block hero).",
+      "customer": "Grand Hotel", "amount": 46000 },
+    { "customer": "Corner Restaurant", "amount": 5000 },
+    { "customer": "Industrial Foods Co", "amount": 20000 }
+  ],
+
+  "heroes": [
+    { "name": "credit-limit hard block + manager override",
+      "approach": "no-code-first: Studio approval on Confirm, or custom action_confirm override; gate override to an approver group" },
+    { "name": "fleet load by weight",
+      "approach": "native v19 via stock_fleet: vehicle capacity on fleet.vehicle.model.category, batch shows used_weight_percentage" }
+  ]
+}
diff --git a/reference/odoo19-field-gotchas.md b/reference/odoo19-field-gotchas.md
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+# Odoo 19 (Enterprise) — field names & footguns
+
+Hard-won notes from a real v19 demo build over XML-RPC. Check these before you waste a build cycle. Always confirm the major version first: `common.version()["server_version"]`.
+
+## Renamed core fields (these break v17/v18 code)
+| Concept | v17/18 | **v19** |
+|---|---|---|
+| User's groups | `groups_id` | **`group_ids`** |
+| Group's app category | `category_id` on `res.groups` | **removed** — use `privilege_id` (model `res.groups.privilege`), or just omit |
+| (so in security XML) | `<field name="groups_id" ...>` | `<field name="group_ids" ...>` |
+
+A custom module that sets `category_id` on `res.groups` or `groups_id` on `res.users` will fail to install on v19 with `Invalid field ... / Cannot ...`. Drop the category or use `privilege_id`.
+
+## fields_get returns null attributes over XML-RPC (some v19 builds)
+`fields_get([], {"attributes": ["string","type"]})` may return each field with `string=None`. The **keys (technical names) are still correct** — match on keys, not labels. (`fields_named()` in `odoo_connect.py` does this.)
+
+## Product model (v19)
+- Goods that track stock: `type="consu"` **plus** `is_storable=True` (the old `type="product"` is gone).
+- Weight: `product.template.weight` (kg by default).
+
+## Credit limit (Accounting)
+- Native behaviour is **WARNING ONLY** — it does NOT block SO confirmation. A hard block needs a Studio approval rule or a custom `action_confirm` override.
+- Enable: `res.config.settings.account_use_credit_limit = True` (+ `account_default_credit_limit`). Apply via `create` then `execute`.
+- Per-customer: `res.partner.use_partner_credit_limit = True`, `credit_limit = <amount>`. **These are non-stored** — you cannot `search` on `use_partner_credit_limit` (Postgres "not stored" error); read it per-record instead.
+- `res.partner.credit` = current Total Receivable (computed from posted AR moves). Pre-stage it by posting an unpaid customer invoice.
+
+## Fleet load-by-weight / Dispatch (v19) — IS native, but gated
+- Native `fleet` alone = vehicle cost/maintenance; **no capacity fields**.
+- Install **`stock_fleet`** ("Stock Transport"). It adds the dispatch fields to `stock.picking.batch`: `vehicle_id`, `vehicle_category_id`, `vehicle_weight_capacity`, `used_weight_percentage`, `estimated_shipping_weight`, `has_dispatch_management`.
+- Capacity lives on **`fleet.vehicle.model.category`** → fields `weight_capacity`, `volume_capacity`. Create a category with capacity, assign it to the vehicle (`fleet.vehicle.category_id`), then a batch with that vehicle computes `used_weight_percentage`.
+- Demo flow: confirm SOs → deliveries → create `stock.picking.batch` with `vehicle_id` + `picking_ids` → read `used_weight_percentage`.
+
+## Currency
+- New databases ship most currencies **inactive**. Find with `search([["name","=","EGP"]], context={"active_test": False})`, set `active=True`, then `res.company.currency_id`.
+- Change company currency **BEFORE** posting any invoices/journal entries — Odoo blocks the switch once entries exist.
+
+## Stock seeding (so deliveries go Ready)
+- Create `stock.quant` with `inventory_quantity` and `context={"inventory_mode": True}`, then call `action_apply_inventory` with the same context. The apply may warn harmlessly if already applied; check by reserving (`stock.picking.action_assign` → state `assigned`).
+
+## XML-RPC helper footgun
+- `execute_kw(..., method, args, kwargs)`: a **context dict must go in kwargs**, never as a positional arg. `search(domain, {"active_test":False})` sends the dict as `offset` → `psycopg2 can't adapt type 'dict'`. Pass `context=` as a keyword (see `x()` in `odoo_connect.py`).
+
+## Module install over XML-RPC
+- `x("ir.module.module","button_immediate_install",[ids])`. Heavy — let it run minutes. On a failed XML-data load it rolls back cleanly (module stays uninstalled); fix and retry.
+- After deploying a custom module to git (Odoo.sh), wait for the rebuild, then `x("ir.module.module","update_list")` and search for it before installing.
diff --git a/scripts/build_demo.py b/scripts/build_demo.py
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+"""Config-driven Odoo demo data builder (template — adapt per engagement).
+
+Reads demo_config.json (see demo_config.example.json) and creates:
+  currency, products (with weight), customers (with credit limits),
+  vehicle categories + vehicles (with capacity), a B2B pricelist,
+  and pre-staged receivables (posted unpaid invoices) so heroes fire live.
+
+Idempotent: get-or-create by name. Run order matters (currency before invoices).
+Requires odoo_connect.py in the same folder + creds (env or creds.json).
+"""
+import json, os
+from odoo_connect import x, get_or_create, URL, DB
+
+CFG = os.path.join(os.path.dirname(os.path.abspath(__file__)), "demo_config.json")
+cfg = json.load(open(CFG, encoding="utf-8"))
+
+# 1. currency (must run before invoices)
+cur = cfg.get("currency")
+if cur:
+    ids = x("res.currency", "search", [["name", "=", cur]], context={"active_test": False})
+    if not ids:
+        ids = [x("res.currency", "create", {"name": cur, "rounding": 0.01})]
+    x("res.currency", "write", ids, {"active": True})
+    comp = x("res.company", "search", [], limit=1)[0]
+    try:
+        x("res.company", "write", [comp], {"currency_id": ids[0]})
+    except Exception as e:
+        print("  ! currency switch blocked (invoices exist?):", str(e)[:120])
+    print("currency:", cur)
+
+# 2. settings
+s = x("res.config.settings", "create", {
+    "account_use_credit_limit": bool(cfg.get("use_credit_limit", True)),
+    "group_product_pricelist": True,
+})
+x("res.config.settings", "execute", [s])
+
+# 3. products
+prod = {}
+for p in cfg.get("products", []):
+    vals = {"name": p["name"], "list_price": p.get("price", 0.0),
+            "weight": p.get("weight", 0.0), "type": "consu", "is_storable": True}
+    try:
+        prod[p["name"]] = get_or_create("product.template", [["name", "=", p["name"]]], vals)
+    except Exception:
+        vals.pop("is_storable", None)
+        prod[p["name"]] = get_or_create("product.template", [["name", "=", p["name"]]], vals)
+print("products:", len(prod))
+
+# 4. vehicle categories + vehicles
+brand = None
+if cfg.get("vehicles"):
+    brand = get_or_create("fleet.vehicle.model.brand", [["name", "=", "Demo Fleet"]], {"name": "Demo Fleet"})
+for v in cfg.get("vehicles", []):
+    cat = get_or_create("fleet.vehicle.model.category", [["name", "=", v["category"]]],
+                        {"name": v["category"], "weight_capacity": v.get("capacity_kg", 0.0)})
+    model = get_or_create("fleet.vehicle.model", [["name", "=", v["model"]]],
+                         {"name": v["model"], "brand_id": brand, "category_id": cat})
+    get_or_create("fleet.vehicle", [["license_plate", "=", v["plate"]]],
+                  {"model_id": model, "license_plate": v["plate"], "category_id": cat})
+print("vehicles:", len(cfg.get("vehicles", [])))
+
+# 5. customers with credit limits
+cust = {}
+for c in cfg.get("customers", []):
+    cust[c["name"]] = get_or_create("res.partner", [["name", "=", c["name"]]],
+        {"name": c["name"], "is_company": True, "customer_rank": 1,
+         "use_partner_credit_limit": True, "credit_limit": c.get("credit_limit", 0.0)})
+print("customers:", len(cust))
+
+# 6. B2B pricelist (optional global % discount)
+pl_cfg = cfg.get("pricelist")
+if pl_cfg:
+    pl = get_or_create("product.pricelist", [["name", "=", pl_cfg["name"]]], {"name": pl_cfg["name"]})
+    if pl_cfg.get("percent") and not x("product.pricelist.item", "search", [["pricelist_id", "=", pl]]):
+        x("product.pricelist.item", "create", {"pricelist_id": pl, "applied_on": "3_global",
+            "compute_price": "percentage", "percent_price": pl_cfg["percent"]})
+    for cname in pl_cfg.get("assign_to", []):
+        if cname in cust:
+            x("res.partner", "write", [cust[cname]], {"property_product_pricelist": pl})
+
+# 7. pre-stage receivables (post unpaid invoices)
+def first_variant(tmpl_id):
+    return x("product.product", "search", [["product_tmpl_id", "=", tmpl_id]], limit=1)[0]
+
+any_prod = first_variant(next(iter(prod.values()))) if prod else None
+for stage in cfg.get("prestage_receivables", []):
+    cid = cust.get(stage["customer"])
+    if not cid:
+        continue
+    mv = x("account.move", "create", {
+        "move_type": "out_invoice", "partner_id": cid,
+        "invoice_line_ids": [(0, 0, {"product_id": any_prod, "quantity": 1,
+                                     "price_unit": stage["amount"], "tax_ids": [(6, 0, [])]})]})
+    try:
+        x("account.move", "action_post", [mv])
+    except Exception as e:
+        print("  ! post for", stage["customer"], str(e)[:100])
+
+# 8. verify credit headroom
+print("\n-- credit headroom --")
+for c in cfg.get("customers", []):
+    cid = cust[c["name"]]
+    r = x("res.partner", "read", [cid], ["credit", "credit_limit"])[0]
+    flag = "OVER" if r["credit"] > r["credit_limit"] else "ok"
+    print(f"  {c['name']:30} owes={r['credit']:>12,.0f}  limit={r['credit_limit']:>12,.0f}  {flag}")
+print("\nDONE. Instance:", URL, "DB:", DB)
diff --git a/scripts/odoo_connect.py b/scripts/odoo_connect.py
new file mode 100644
index 0000000..ef0ba78
--- /dev/null
+++ b/scripts/odoo_connect.py
@@ -0,0 +1,76 @@
+"""Generic Odoo XML-RPC connector for odoo-demo-architect.
+
+Reads credentials from environment variables (or a creds.json next to this file):
+  ODOO_URL    e.g. https://my-instance.odoo.com   (no trailing slash)
+  ODOO_DB     database name
+  ODOO_LOGIN  user login (often an email; "admin" on Odoo.sh trials)
+  ODOO_KEY    an API key (Settings > My Profile > Account Security > New API Key)
+
+Usage:
+    from odoo_connect import x, common, UID, URL, DB
+    UID                      # authenticated user id
+    common.version()         # confirm server_version BEFORE building (field names vary by version)
+    x("res.partner", "search_read", [["customer_rank", ">", 0]], fields=["name"])
+
+The x() helper passes keyword args straight into execute_kw's kwargs, so pass
+Odoo kwargs natively:  x(model, "search", domain, limit=5, context={"active_test": False})
+Do NOT pass a context dict positionally — that becomes `offset` and Postgres errors.
+"""
+import os, json, ssl, xmlrpc.client
+
+_here = os.path.dirname(os.path.abspath(__file__))
+
+def _cfg(key, default=None):
+    v = os.environ.get(key)
+    if v:
+        return v
+    path = os.path.join(_here, "creds.json")
+    if os.path.exists(path):
+        with open(path) as f:
+            return json.load(f).get(key, default)
+    return default
+
+URL   = (_cfg("ODOO_URL")   or "").rstrip("/")
+DB    =  _cfg("ODOO_DB")
+LOGIN =  _cfg("ODOO_LOGIN") or "admin"
+KEY   =  _cfg("ODOO_KEY")
+
+if not (URL and DB and KEY):
+    raise SystemExit("Set ODOO_URL, ODOO_DB, ODOO_KEY (and optionally ODOO_LOGIN) "
+                     "as env vars or in creds.json next to this script.")
+
+_ctx = ssl.create_default_context()
+common = xmlrpc.client.ServerProxy(f"{URL}/xmlrpc/2/common", context=_ctx, allow_none=True)
+UID = common.authenticate(DB, LOGIN, KEY, {})
+if not UID:
+    raise SystemExit("Authentication failed — check DB / LOGIN / API key.")
+models = xmlrpc.client.ServerProxy(f"{URL}/xmlrpc/2/object", context=_ctx, allow_none=True)
+
+
+def x(model, method, *args, **kwargs):
+    """execute_kw wrapper. Positional args -> Odoo positional params;
+    keyword args (limit, fields, context, ...) -> Odoo kwargs."""
+    return models.execute_kw(DB, UID, KEY, model, method, list(args), kwargs)
+
+
+def get_or_create(model, domain, vals, label=None):
+    """Idempotent create: update if a record matches `domain`, else create."""
+    ids = x(model, "search", domain, limit=1)
+    if ids:
+        x(model, "write", ids, vals)
+        return ids[0]
+    return x(model, "create", vals)
+
+
+def fields_named(model, *needles):
+    """Return field technical names on `model` whose name/label contains any needle.
+    NOTE: on some Odoo 19 builds fields_get attribute VALUES return null over XML-RPC,
+    so match on the technical KEYS, which are always reliable."""
+    keys = list(x(model, "fields_get", [], {}).keys())
+    nl = [n.lower() for n in needles]
+    return sorted(k for k in keys if any(n in k.lower() for n in nl))
+
+
+if __name__ == "__main__":
+    print("server_version:", common.version().get("server_version"))
+    print("uid:", UID, "url:", URL, "db:", DB)
diff --git a/templates/README.md b/templates/README.md
new file mode 100644
index 0000000..1717666
--- /dev/null
+++ b/templates/README.md
@@ -0,0 +1,33 @@
+# Doc templates
+
+Three self-contained HTML docs the skill produces in step 8. Inline `brand.css`
+into each (one `<style>` block, no external deps except Google Fonts). Replace the
+footer brand with the SELLING company. Fill `{{placeholders}}` from the engagement.
+
+## 1. `run-of-show` (internal — the presenter drives from this)
+Sections, in order:
+- **Hero band**: client × your-company, date/time, audience, environment.
+- **The one-line story** (lead): mirror the client's pain back as one sentence.
+- **Status grid** (4 cards): what's built + tested (module live, fleet %, currency/data counts, staged quote).
+- **Pain → demo beat** table (their words → the beat that kills it → status pill).
+- **Run-of-show** rows: each beat = time, what to DO (exact click-path), what to SAY.
+- **Pre-loaded data** cheat-sheet (customers/limits, products/weights, vehicles/capacity, ready objects).
+- **Risks & tips** + a **close script** (dark card).
+
+## 2. `one-pager` (external — leave-behind for the decision-maker)
+- Hero band branded for YOUR company; audience = the economic buyer.
+- **Today vs. with Odoo** before/after table.
+- **What gets automated** (4 bullets, each tied to a pain).
+- **Investment & timeline** grid (price, all-phases, duration, payment terms) — use the SOW's agreed figures/currency.
+- **Path to go-live** step grid (demo = HERE).
+- A dark "why Enterprise / why custom" card.
+
+## 3. `demo-script-1pager` (internal — the one-page follow-along)
+Compact, prints on one A4. A login strip, then a numbered table: `# | Do (click path) | Say`.
+~7 steps: frame → clean order → ⭐hero block → ⭐override → fleet load → invoice → close.
+Hero rows highlighted. Footer ref strip with the staged data. See
+`demo-script-1pager.template.html`.
+
+## Placeholders used
+`{{CLIENT}}` `{{SELLER}}` `{{DATE_TIME}}` `{{AUDIENCE}}` `{{ODOO_URL}}` `{{ADMIN_LOGIN}}`
+`{{PRICE}}` `{{ALL_PHASES}}` `{{DURATION}}` `{{PAYMENT_TERMS}}` and per-row step content.
diff --git a/templates/brand.css b/templates/brand.css
new file mode 100644
index 0000000..7d7d94a
--- /dev/null
+++ b/templates/brand.css
@@ -0,0 +1,40 @@
+/* Reusable brand theme for odoo-demo-architect docs.
+   Light, blue #005EFF, navy #191F2E, Inter + Space Grotesk. Inline this into each
+   self-contained HTML doc (no external deps except Google Fonts). Swap the brand
+   footer per the SELLING company. */
+@import url('https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&family=Space+Grotesk:wght@500;600;700&display=swap');
+:root{--blue:#005EFF;--blue-dark:#0046bd;--blue-light:rgba(0,94,255,0.08);--cyan:#00C6FF;
+  --navy:#191F2E;--txt:#191F2E;--dim:#414651;--faint:#6b7280;--bg:#F5F7FA;
+  --hero:radial-gradient(circle at 50% 0%,#E3F2FD 0%,#F8FAFC 70%);--surface:#fff;--line:#e5e9f0;
+  --ok:#16a34a;--warn:#d97706;--bad:#dc2626;--sh-sm:0 2px 4px rgba(0,0,0,.02);
+  --sh-md:0 12px 24px -6px rgba(0,0,0,.05);--r:16px;--r-sm:10px;}
+*{box-sizing:border-box}
+body{margin:0;background:var(--bg);color:var(--txt);font:15px/1.55 Inter,system-ui,sans-serif;-webkit-font-smoothing:antialiased}
+.wrap{max-width:1000px;margin:0 auto;padding:36px 28px 60px}
+h1,h2,h3{font-family:'Space Grotesk',sans-serif;color:var(--navy);letter-spacing:-.02em;line-height:1.2}
+h1{font-size:32px;margin:0 0 6px;font-weight:700}
+h2{font-size:20px;margin:34px 0 12px;font-weight:600;border-bottom:1px solid var(--line);padding-bottom:8px}
+h3{font-size:15px;margin:18px 0 6px;font-weight:600;color:var(--blue)}
+.sub{color:var(--dim);margin:0 0 4px;font-size:15px}.src{color:var(--faint);font-size:12px;margin:0 0 22px}
+a{color:var(--blue);text-decoration:none}
+.gradient-text{background:linear-gradient(135deg,var(--blue),var(--cyan));-webkit-background-clip:text;background-clip:text;-webkit-text-fill-color:transparent}
+.label{font-family:'Space Grotesk',sans-serif;font-size:11px;font-weight:700;color:var(--blue);text-transform:uppercase;letter-spacing:.1em;background:var(--blue-light);padding:4px 12px;border-radius:100px;display:inline-block;margin-bottom:14px}
+.lead{background:#fff;border:1px solid var(--line);border-left:4px solid var(--blue);padding:14px 18px;border-radius:var(--r-sm);margin:16px 0;box-shadow:var(--sh-sm)}
+.grid{display:grid;grid-template-columns:repeat(4,1fr);gap:14px;margin:22px 0}
+.card{background:#fff;border:1px solid var(--line);border-radius:var(--r);padding:18px;box-shadow:var(--sh-sm)}
+.card .n{font-family:'Space Grotesk',sans-serif;font-size:27px;font-weight:700;color:var(--navy)}.card .n.blue{color:var(--blue)}.card .l{color:var(--dim);font-size:13px;margin-top:3px}
+.card-dark{background:var(--navy);color:#fff;border-radius:var(--r);padding:22px 24px;box-shadow:var(--sh-md);margin:18px 0}.card-dark h3{color:#fff}.card-dark p{color:#cbd5e1;margin:6px 0 0}
+table{width:100%;border-collapse:collapse;font-size:14px;background:#fff;border:1px solid var(--line);border-radius:var(--r-sm);overflow:hidden}
+th,td{text-align:left;padding:10px 12px;border-bottom:1px solid var(--line);vertical-align:top}
+th{color:var(--faint);font-weight:600;font-size:11px;text-transform:uppercase;letter-spacing:.04em;background:#fafbfc}tr:last-child td{border-bottom:none}
+.pill{display:inline-block;padding:2px 10px;border-radius:100px;font-size:11.5px;font-weight:600}.pill.live{background:#dcfce7;color:#15803d}.pill.bad{background:#fee2e2;color:#b91c1c}
+.box{background:#fff;border:1px solid var(--line);border-left:4px solid var(--ok);border-radius:var(--r-sm);padding:12px 16px;margin:10px 0;box-shadow:var(--sh-sm)}.box.warn{border-left-color:var(--warn)}.box.info{border-left-color:var(--blue)}
+.steps{display:grid;grid-template-columns:repeat(4,1fr);gap:12px;margin:18px 0}
+.step{background:#fff;border:1px solid var(--line);border-radius:var(--r);padding:16px;position:relative;box-shadow:var(--sh-sm)}.step.here{border-color:var(--blue);box-shadow:0 0 0 1px var(--blue) inset}
+.step .num{font-family:'Space Grotesk',sans-serif;font-size:11px;color:var(--faint);font-weight:700;text-transform:uppercase}.step .ttl{font-family:'Space Grotesk',sans-serif;font-size:15px;font-weight:700;color:var(--navy);margin:4px 0 6px}.step .d{font-size:12.5px;color:var(--dim)}
+.step.here .badge{position:absolute;top:-10px;right:10px;background:var(--blue);color:#fff;font-size:11px;font-weight:700;padding:2px 9px;border-radius:100px}
+code{background:var(--blue-light);border:1px solid #d6e4ff;border-radius:5px;padding:1px 6px;font:12.5px ui-monospace,Consolas,monospace;color:var(--blue-dark)}
+footer{margin-top:40px;color:var(--faint);font-size:12px;border-top:1px solid var(--line);padding-top:16px}
+.hero{background:var(--hero);padding:44px 28px 32px}.hero .wrap{padding:0;max-width:1000px;margin:0 auto}
+@media(max-width:760px){.grid,.steps{grid-template-columns:1fr 1fr}h1{font-size:25px}}
+@media print{body{background:#fff}.wrap{padding:0}@page{size:A4;margin:12mm}}
diff --git a/templates/demo-script-1pager.template.html b/templates/demo-script-1pager.template.html
new file mode 100644
index 0000000..f5599c3
--- /dev/null
+++ b/templates/demo-script-1pager.template.html
@@ -0,0 +1,56 @@
+<!DOCTYPE html>
+<html lang="en">
+<head>
+<meta charset="UTF-8">
+<meta name="viewport" content="width=device-width, initial-scale=1.0">
+<title>{{CLIENT}} Demo — Step-by-Step (1 page)</title>
+<style>
+/* >>> inline templates/brand.css here <<< plus the small extras below */
+@import url('https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&family=Space+Grotesk:wght@600;700&display=swap');
+:root{--blue:#005EFF;--cyan:#00C6FF;--navy:#191F2E;--txt:#191F2E;--dim:#414651;--faint:#6b7280;--bg:#F5F7FA;--line:#e5e9f0;--ok:#16a34a;--warn:#d97706;--bad:#dc2626;--blue-light:rgba(0,94,255,0.08)}
+*{box-sizing:border-box}body{margin:0;background:var(--bg);color:var(--txt);font:13px/1.45 Inter,system-ui,sans-serif}
+.wrap{max-width:920px;margin:0 auto;padding:22px 26px 30px}
+h1{font-family:'Space Grotesk',sans-serif;font-size:23px;margin:0 0 2px;color:var(--navy);letter-spacing:-.02em}
+.sub{color:var(--dim);font-size:13px;margin:0 0 2px}.src{color:var(--faint);font-size:11px;margin:0 0 12px}
+.gradient-text{background:linear-gradient(135deg,var(--blue),var(--cyan));-webkit-background-clip:text;background-clip:text;-webkit-text-fill-color:transparent}
+.bar{display:flex;flex-wrap:wrap;gap:8px;background:#fff;border:1px solid var(--line);border-left:4px solid var(--blue);border-radius:8px;padding:9px 12px;margin:0 0 14px;font-size:12px}
+.bar b{color:var(--navy)}code{background:var(--blue-light);border:1px solid #d6e4ff;border-radius:4px;padding:1px 5px;font:11.5px ui-monospace,Consolas,monospace;color:#0046bd}
+table{width:100%;border-collapse:collapse;background:#fff;border:1px solid var(--line);border-radius:8px;overflow:hidden}
+th,td{text-align:left;padding:8px 10px;border-bottom:1px solid var(--line);vertical-align:top}
+th{color:var(--faint);font-weight:600;font-size:10.5px;text-transform:uppercase;background:#fafbfc}tr:last-child td{border-bottom:none}
+td.n{font-family:'Space Grotesk',sans-serif;font-weight:700;color:var(--blue);width:26px;text-align:center;font-size:15px}
+td.do{width:46%}td.do b{color:var(--navy)}td.say{color:var(--dim);font-style:italic}
+tr.hero td{background:#fffdf6}tr.hero td.n{color:var(--warn)}
+.tag{display:inline-block;font-size:10px;font-weight:700;padding:1px 7px;border-radius:100px;margin-left:4px}.tag.block{background:#fee2e2;color:#b91c1c}.tag.ok{background:#dcfce7;color:#15803d}
+.ref{display:flex;flex-wrap:wrap;gap:14px;margin-top:12px;font-size:11.5px;color:var(--dim)}.ref div{background:#fff;border:1px solid var(--line);border-radius:8px;padding:7px 10px}.ref b{color:var(--navy)}
+footer{margin-top:12px;color:var(--faint);font-size:10.5px;border-top:1px solid var(--line);padding-top:8px}
+@media print{body{background:#fff}.wrap{padding:0}@page{size:A4;margin:12mm}}
+</style>
+</head>
+<body>
+<div class="wrap">
+  <h1>{{CLIENT}} Demo — <span class="gradient-text">Step-by-Step</span></h1>
+  <p class="sub">{{DATE_TIME}} · {{AUDIENCE}} · Odoo {{ODOO_VERSION}}</p>
+  <p class="src">Follow top to bottom. ~25 min.</p>
+  <div class="bar">
+    <span><b>Login:</b> <code>{{ODOO_URL}}</code></span>
+    <span><b>Manager:</b> <code>{{ADMIN_LOGIN}}</code></span>
+    <span><b>Rep:</b> <code>{{REP_LOGIN}}</code> / <code>{{REP_PASSWORD}}</code></span>
+  </div>
+  <table>
+    <thead><tr><th>#</th><th>Do (click path)</th><th>Say</th></tr></thead>
+    <tbody>
+      <tr><td class="n">1</td><td class="do"><b>Frame it.</b> Open the Sales app.</td><td class="say">"{{FRAME_LINE}}"</td></tr>
+      <tr><td class="n">2</td><td class="do"><b>Clean order.</b> Sales → Orders → New → {{CLEAN_CUSTOMER}} → add products → Confirm <span class="tag ok">goes through</span></td><td class="say">"{{CLEAN_LINE}}"</td></tr>
+      <tr class="hero"><td class="n">3</td><td class="do"><b>⭐ {{HERO1}}.</b> {{HERO1_CLICKS}} <span class="tag block">BLOCKED</span></td><td class="say">"{{HERO1_LINE}}"</td></tr>
+      <tr class="hero"><td class="n">4</td><td class="do"><b>⭐ Override.</b> {{OVERRIDE_CLICKS}} <span class="tag ok">confirmed</span></td><td class="say">"{{OVERRIDE_LINE}}"</td></tr>
+      <tr><td class="n">5</td><td class="do"><b>{{HERO2}}.</b> {{HERO2_CLICKS}}</td><td class="say">"{{HERO2_LINE}}"</td></tr>
+      <tr><td class="n">6</td><td class="do"><b>Invoice.</b> On a confirmed order → Create Invoice → Post.</td><td class="say">"{{INVOICE_LINE}}"</td></tr>
+      <tr><td class="n">7</td><td class="do"><b>Close.</b> Hand over the one-pager.</td><td class="say">"{{CLOSE_LINE}}"</td></tr>
+    </tbody>
+  </table>
+  <div class="ref">{{DATA_REF_CHIPS}}</div>
+  <footer>Rehearse once, leave the demo quote in draft · have a hotspot backup · {{SELLER}} × {{CLIENT}}</footer>
+</div>
+</body>
+</html>