Skill: Odoo Orientation (The Mandatory Start)

This skill ensures the agent establishes a comprehensive "World Map" of the Odoo environment immediately upon session start or when switching instances. Bypassing this step is a violation of project architecture.

Core Mandates

1. The "World Map" Protocol (NON-NEGOTIABLE)

• Mandate: Your ABSOLUTE FIRST action when starting a task in a new or unknown Odoo instance MUST be to call get_environment.
• Enforcement: Do NOT attempt search_read, list_models, or any business logic until get_environment has returned.
• Reasoning: Odoo environments vary wildly by version, installed apps, and company structures. Starting "blind" leads to "hallucinated" field names and inefficient tool-chaining.

2. Interpreting the Environment & Company Context

When you receive the get_environment response, you must internalize:

• Version: Are you on Odoo v18 (current) or an older legacy version? (Methods and fields change between versions).
• User Context: What is your name and login? (Used for audit trails).
• Active Context (active_context):
  • Programmatic Scope: View the root active_context payload to see your implicit_allowed_company_ids.
  • Implicit Injection: Brass-Monkey automatically injects these company IDs into every query. You have global read visibility across all of them by default. Check the multi_company flag in active_context — many instances are single-company, where company filtering is unnecessary.
  • Restricting Scope: On multi-company instances, to target a single organization do not alter user settings — apply an explicit domain filter on models that have a company_id field, e.g., [['company_id', '=', ID]].
• Organization: How many companies exist? Which one is active? What are the local currencies and languages?
• Apps Manifest: (If show_manifest: true) What modules are installed? (e.g., if crm is not installed, do not attempt to search for leads).

3. Progressive Disclosure

• Basic Context: Run get_environment() for standard tasks.
• Security Context: If the task involves permissions or access troubleshooting, run get_environment(show_security: true).
• Capability Context: If you are unsure what business processes are supported, run get_environment(show_manifest: true).

Workflow Example

1. Connect: User asks to create a sale order.
2. Orient: Call get_environment().
3. Analyze: "I am logged in as 'Admin' on Odoo v18. 'Sale Management' is installed. Active company is 'MyCompany' (USD)."
4. Execute: Proceed with search_read or inspect_model with confidence.