Skill: Odoo Spreadsheets (BI)

This skill provides the agent with functional expertise in Odoo's Spreadsheet application, which is used for advanced business intelligence, pivot tables, and live data analysis.

Core Mandates

1. Spreadsheet Architecture

Odoo spreadsheets are integrated into the Documents app.

• Storage: They are documents.document records with a specific handler (typically spreadsheet).
• Data State: The entire spreadsheet (cells, formulas, formatting) is stored as a JSON string in the spreadsheet_data field.

2. Live Data Extraction (Formulas)

Odoo uses specialized formulas to pull real-time data into the grid:

• =ODOO.PIVOT(ID, "measure", "field", "value", ...): Retrieves a specific value from a linked Odoo pivot data source.
• =ODOO.LIST(ID, row, "field"): Retrieves data from a linked Odoo list data source.
• =ODOO.FILTER(...): Applies dynamic filters to the spreadsheet data.

3. Data Insertion & Analysis Workflow

To get data from Odoo models into a spreadsheet:

1. Pivot/List Sources: The most robust method is to define a "Data Source" in the spreadsheet JSON that points to an Odoo model and domain. Odoo then handles the dynamic population.
2. Direct Export: For one-time analysis, the agent can generate and attach an Excel/CSV file using ir.attachment.
3. Analysis: To read results, the agent must parse the spreadsheet_data JSON to extract calculated values from specific cells.

4. Safety & Complexity

• Programmatic Edits: Modifying a live O-Spreadsheet JSON is technically complex. The agent should prioritize reading calculated data or generating new spreadsheets with pre-defined data sources rather than making surgical edits to existing complex formulas.

Available Resources

• spreadsheets-logic.md: Deep-dive into O-Spreadsheet JSON structure, data source definitions, and ODOO.* formula syntax.
• spreadsheets-fields.json: Technical fields in the Documents model used for BI.