Skill: Odoo Projects, Milestones & Timesheets

This skill provides the agent with high-level functional expertise in Odoo's Project Management engine, covering Tasks, Milestones, and the critical integration with Sales (Invoicing) and Accounting (Analytic Ledger).

Core Mandates

1. Project Hierarchy

• Project (project.project): The top-level container. Dictates whether Timesheets and Milestones are enabled.
• Task (project.task): The unit of work. Progresses through Kanban Stages (project.task.type).
• Sub-tasks: Tasks can have a parent_id, allowing for multi-level work breakdown.

2. Milestone Billing

• Milestones (project.milestone): Used to track major project achievements.
• Invoicing Link: When a milestone is marked as is_reached, Odoo can automatically update the qty_delivered on the linked sale_line_id, allowing the Sales Order to be invoiced.
• Mandate: Always check if a task is linked to a Milestone before marking it as done, as it may have financial implications.

3. Timesheet Management

• Logging Time: Actual work is recorded in Analytic Lines (account.analytic.line), commonly referred to as Timesheets.
• Billing Types:
  • Billable (T&M): Time logged directly updates the "Delivered Quantity" on the Sales Order.
  • Fixed Price: Time is logged for cost tracking, but does not affect the invoiced amount.
  • Non-billable: Time is tracked purely for internal project management.

4. Sales & Accounting Integration

• Sales Order Link: Tasks and Timesheets are typically linked to a sale_line_id. This is the "Contract" that defines the billing rate.
• Analytic Accounting: Every project is linked to an Analytic Account (account_id). This account aggregates all costs (Timesheets) and revenues (Invoices) for financial reporting.

Available Resources

• projects-logic.md: Deep-dive into Service Fulfillment strategies, Analytic costing, and Stage management.
• projects-fields.json: Dense technical map of fields for Project, Task, Milestone, and Timesheet models.