Format a list of customers for chat display. Args: customers: List of partner dicts. Returns: Markdown-formatted string.

Format a daily business summary for chat display. Args: data: Dict with keys like ``new_orders_count``, ``overdue_invoices_count``, etc.

Format an invoice for chat display. Args: invoice: Invoice (account.move) dict from Odoo. Returns: Markdown-formatted string

Format a list of invoices for chat display. Args: invoices: List of invoice dicts. title: Section title. Returns: Ma

Format a CRM lead/opportunity for chat display. Args: lead: CRM lead dict from Odoo. Returns: Markdown-formatted string.

Format a sales order for chat display. Args: order: Sale order dict from Odoo. Returns: Markdown-formatted string.

Format order line items for chat display. Args: lines_data: List of order line dicts. Returns: Markdown-formatted string.

Format a list of sales orders for chat display. Args: orders: List of order dicts. Returns: Markdown-formatted string.

Format the CRM pipeline for chat display. Groups opportunities by stage. Args: opportunities: List of opportunity dicts. Return

Format product stock availability for chat display. Args: product: Product availability dict (from InventoryOps.check_product_availabilit

Format a list of products with stock levels. Args: products: List of product dicts (from search or low-stock query). Returns:

Create a client from explicit connection values.

Get details of a specific website cart/order. Args: order_id: The sale order ID. Returns: Order dict with li

Get a customer's full summary including sales statistics. Args: partner_id: The partner record ID. Returns:

Get all departments. Args: limit: Max results. Returns: List of department records.

Get full details of an employee. Args: employee_id: The employee ID. Returns: Employee record dict, or empty

Get calendar events. Args: limit: Max results. upcoming_only: If ``True``, only return future events. Return

Get expenses with optional filters. Args: employee_id: Filter by employee. state: Filter by state (``draft``, ``repor

Get all available leave types. Returns: List of leave type records.

Get leave requests with optional filters. Args: employee_id: Filter by employee. state: Filter by state (``draft``, `

Find storable products whose on-hand quantity is at or below a threshold. Note: ``qty_available`` is a computed (non-stored) fiel

Get the line items for a specific order. Args: order_id: The sale order ID. Returns: List of order line dict

Get all overdue customer invoices. Returns invoices that are posted, not fully paid, and past their due date. Args:

Get the active opportunity pipeline. Args: user_id: Filter by salesperson. team_id: Filter by sales team.

Get the line items for a specific purchase order. Args: po_id: The purchase order ID. Returns: List of purch

Get full details of a project. Args: project_id: The project ID. Returns: Project record dict, or empty dict

Get all task stages, optionally filtered by project. Args: project_id: If given, return stages associated with this project.

Get all products currently published on the website. Args: limit: Max results. Returns: List of published pr

Get all available fleet service types. Returns: List of service type records.

Get all CRM pipeline stages. Returns: List of stage records, ordered by sequence.

Get current stock quantities from ``stock.quant``. Args: product_id: Filter by product. warehouse_id: Filter by wareh

Get customer invoices that are not fully paid. Args: partner_id: Optionally filter by customer. limit: Max results.

Get all vehicle brands. Returns: List of brand records.

Get service/cost records for a vehicle. In Odoo 19+, vehicle costs are tracked via service logs. Args: vehicle_id: The v

Get available vehicle models, optionally filtered by brand. Args: brand_id: Filter by brand (``fleet.vehicle.model.brand``).

Get all active vehicles. Args: limit: Max results. Returns: List of vehicle records.

Get orders placed through the website. Args: state: Filter by state (``draft`` for carts, ``sale`` for confirmed

Redirect HTTP server log to our logger.

Log an odometer reading for a vehicle. Args: vehicle_id: The vehicle ID. value: Odometer value (total mileage/km).

Log a timesheet entry for a task. Args: project_id: The project ID. task_id: The task ID. hours: Number o

Mark a manufacturing order as done (produce the quantity). Sets the produced quantity and validates the order. Args: mo_

Mark an opportunity as Lost. Args: lead_id: The opportunity ID. lost_reason_id: Optional ``crm.lost.reason`` ID.

Mark an opportunity as Won. Args: lead_id: The opportunity ID. Returns: The updated lead record.

``/xmlrpc/2/object`` endpoint (lazy, cached).

Move a lead/opportunity to a different pipeline stage. Args: lead_id: The lead/opportunity ID. stage_id: Target ``crm

Register a callback for a specific event type. Args: event_type: Event name to listen for (e.g. ``partner.created``).

Register a fallback callback for unrecognised events. Args: callback: Function called with ``(event_type, payload)``.

Post (validate) a draft invoice. Args: invoice_id: The invoice (``account.move``) ID. Returns: The updated i

Publish a product on the website. Args: product_tmpl_id: The product template ID. Returns: The updated produ

Validate (receive) all pending receipts for a purchase order. Finds all incoming stock pickings associated with the PO and validates

Assert that a value is not None/empty. Args: value: The value to check. field_name: Human-readable field name (for error messages

Decorator: retry a function on transient connection errors. Uses exponential backoff between retries. Non-retryable errors (access denied, va

Search for record IDs matching *domain*. Args: model: Odoo model name. domain: Odoo domain filter (default: ``[]``).

Search bills of materials. Args: product_tmpl_id: Filter by product template. limit: Max results. Returns:

Count records matching *domain*. Args: model: Odoo model name. domain: Odoo domain filter. Returns:

Search employees by name or department. Args: query: Text to search in employee name. department_id: Filter by depart

Search events within a date range. Args: date_from: Start date as ``YYYY-MM-DD`` or ``YYYY-MM-DD HH:MM:SS``. date_to:

Search manufacturing orders with optional filters. Args: product_id: Filter by product. state: Filter by state (``dra

Search sales orders with optional filters. Args: partner_id: Filter by customer. state: Filter by state (``draft``, `

Search purchase orders with optional filters. Args: partner_id: Filter by vendor. state: Filter by state (``draft``,

Search products by name or internal reference (SKU). Args: query: Search text (matched against name and default_code).

Search projects by name or customer. Args: query: Text to search in project name. partner_id: Filter by associated cu

Search tasks with optional filters. Args: project_id: Filter by project. query: Text to search in task name.

Search vehicles by name, plate, or driver. Args: query: Text to search in vehicle name or license plate. driver_id: F

Move a task to a different stage. Args: task_id: The task ID. stage_id: Target ``project.task.type`` ID. Ret

Create an employee, resolving department by name. Args: name: Employee's full name. job_title: Job title/position.

Create a calendar event, resolving attendees by name. Args: name: Event title. start: Start datetime as ``YYYY-MM-DD

Create an invoice from names (not IDs). Args: customer_name: Customer/company name. lines: List of dicts with ``name`

Create a CRM lead with optional partner linking. If ``contact_name`` is provided, attempts to find and link an existing partner.

Create a purchase order from names (not IDs). Args: vendor_name: Vendor/supplier name. product_lines: List of dicts w

Create a quotation from names (not IDs). Resolves customer and products by name, creating them if needed, then builds the sales quota

Create a task in a project, resolving project by name. Args: project_name: Name of the project (found or created). ta

Start the webhook server in a background thread.

Start the polling loop in a daemon thread.

Shut down the webhook server.

Stop the polling loop and persist state.

Submit expenses for approval. In Odoo 19+, expenses are submitted directly (no expense sheets). Calls ``action_submit`` on the expens

Test the connection and return a status summary. Returns: Dict with ``status``, ``server_version``, ``uid``, ``database``, ``url`

Authenticated user ID (lazy — authenticates on first access).

Unpublish (hide) a product from the website. Args: product_tmpl_id: The product template ID. Returns: The up

Stop watching a model. Args: model: The Odoo model name to stop polling.

Update a customer's fields. Args: partner_id: The partner record ID. **values: Field values to update. Retur

Update an employee's fields. Args: employee_id: The employee ID. **values: Field values to update. Returns:

Update a calendar event. Args: event_id: The event ID. **values: Field values to update (e.g. ``name``, ``start``,

Update a task's fields. Args: task_id: The task ID. **values: Field values to update. Returns: T

Validate a ``YYYY-MM-DD`` date string. Args: date_str: Date string to validate. field_name: Human-readable name for error message

Basic email format validation. Args: email: Email address string. Returns: The trimmed email if valid. Raises:

Validate a list of order/invoice line dicts. Each line must have ``product_id`` (int) and optionally ``quantity`` (positive float) and ``pric

Basic phone number cleanup and validation. Accepts digits, spaces, dashes, parentheses, and a leading ``+``. Args: phone: Phone numb

Validate that a state value is in the allowed set. Args: state: The state string. allowed: List of valid states. field_na

Register a model to watch for changes. Args: model: Odoo model name (e.g. ``res.partner``). callback: Function called