glenn schrooyenandClaude Opus 5
adb6ebe25f
The API can only prove a record is correct, not that the screen looks right, and a Studio-modified form, a portal page or a report PDF can be wrong while every API read passes. Adds a "Look at the screen" step: prefer Claude in Chrome (uses the user's own Odoo session), fall back to a Playwright MCP, and where neither is installed offer the choice once and accept screenshots rather than blocking the build on a tool install. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
86 lines
4.6 KiB
Markdown
86 lines
4.6 KiB
Markdown
# Callista Odoo Demo
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**Turn a discovery call into a complete, working Odoo demo — and the documents to sell it, before and after the meeting — with an AI agent doing the build.**
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> Fork of **[Smetools/odoo-demo-architect](https://github.com/Smetools/odoo-demo-architect)** (MIT). See [`UPSTREAM.md`](UPSTREAM.md) for the fork point and what diverges.
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A Claude Code skill. Point it at whatever discovery material exists — a transcript, meeting notes, an email thread, Knowcap, or nothing at all — and a reachable Odoo instance. It writes the discovery brief, 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 the sales documents. After the demo it writes the follow-through set.
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## Three phases
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| Phase | Produces |
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|---|---|
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| **A — Discovery brief** | `discovery_brief.md` in a fixed six-section shape, from any source. Infers first, asks the gaps in one batch |
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| **B — Build** | A live Odoo DB with working heroes, a verification log with real numbers, and three sales docs: run-of-show, decision-maker one-pager, 1-page demo script |
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| **C — Follow-through** | Objection sheet, scoped quote, implementation timeline, statement of work |
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Each phase is usable alone. Phase C runs days after the demo.
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## Verticals extend this
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Vertical skills (e.g. `buildease-demo` for construction) wrap this one and supply only
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their own module routing, solution precedence, purge chain, demo-data policy, and
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follow-through framing. They do not restate the pipeline. See
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[Extension points](SKILL.md#extension-points).
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## Install
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```bash
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git clone <this repo> ~/.claude/skills/callista-odoo-demo
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```
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Then ask Claude: *"build an Odoo demo for <client> from these notes."*
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**Do not** install this as `odoo-demo-architect` — skills resolve by directory name, and a
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same-named fork silently shadows upstream depending on install order.
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## Prerequisites
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- **Claude Code.**
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- A reachable **Odoo instance + API key** (Settings → My Profile → Account Security → New API Key).
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- On **Odoo.sh**: create the project + enter any partner trial code first (web-only), then come back with the DB URL + API key.
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- Optional: **Knowcap** with its MCP connected, as one possible discovery source → [knowcap.ai](https://knowcap.ai).
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- Optional: the **Perplexity MCP** for the native-vs-custom research step (web search works too).
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- Optional but recommended for UI/website work: a browser tool for visual checks — **Claude in
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Chrome** (uses your existing Odoo session) or a **Playwright MCP**. Without one, the skill
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asks you for screenshots instead.
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## Quickstart
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1. Put your Odoo creds in env vars (or `scripts/creds.json`): `ODOO_URL`, `ODOO_KEY`, and
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`ODOO_DB` if one domain serves several databases. JSON-2 authenticates on the API key
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alone — there is no login/password, so no `ODOO_LOGIN`.
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2. Verify the connection: `python scripts/odoo_connect.py` → prints the server version and uid.
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(`python scripts/test_odoo_connect.py` checks the call shape offline, no server needed.)
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3. Copy `demo_config.example.json` → `scripts/demo_config.json`, fill it from the brief.
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4. Ask Claude to run the pipeline (see [`SKILL.md`](SKILL.md)).
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`scripts/creds.json` and `scripts/demo_config.json` are gitignored — they hold client API keys. Keep it that way.
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## Read this before touching Odoo 19
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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.
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## Files
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```
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SKILL.md the procedure (what the agent follows)
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UPSTREAM.md fork point + divergence from upstream
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scripts/odoo_connect.py JSON-2 connector + helpers
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scripts/build_demo.py config-driven data + hero builder (template)
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scripts/test_odoo_connect.py offline self-check of the JSON-2 call shape
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demo_config.example.json per-client config shape
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reference/odoo19-field-gotchas.md version-specific fields + footguns
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templates/ brand.css + the doc templates
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```
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## License
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MIT — see [`LICENSE`](LICENSE). Original copyright SMEtools; modifications Callista BV.
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## Credit
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Original by **[SMEtools](https://www.smetools.io)** — Odoo implementation + AI automation.
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Fork maintained by **[Callista BV](https://www.callista.be)**.
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Runs on **[Claude Code](https://claude.com/claude-code)**.
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