analyze-orders

Odoo 18 Order Analysis (sale.order)

Analyze customer orders, revenue trends, and product performance in Odoo 18 via XML-RPC API.

Before executing any API calls, read the shared reference at ${CLAUDE_PLUGIN_ROOT}/references/xmlrpc-api.md for connection setup.

Configuration

Same environment variables: ODOO_URL, ODOO_DB, ODOO_API_KEY (UID se zjistí automaticky)

Analysis Queries

Get Customer Orders

orders = models.execute_kw(DB, UID, KEY, 'sale.order', 'search_read', [
    [['partner_id', '=', partner_id], ['state', 'in', ['sale', 'done']]]
], {
    'fields': ['name', 'date_order', 'amount_total', 'state', 'invoice_status'],
    'order': 'date_order DESC',
    'limit': 100,
})

Get Order Lines (Products Bought)

order_lines = models.execute_kw(DB, UID, KEY, 'sale.order.line', 'search_read', [
    [['order_id', 'in', order_ids]]
], {
    'fields': ['product_id', 'product_uom_qty', 'price_unit', 'price_subtotal', 'discount', 'order_id'],
})

Get All Orders in Date Range

orders = models.execute_kw(DB, UID, KEY, 'sale.order', 'search_read', [
    [['date_order', '>=', '2025-01-01'], ['date_order', '<=', '2025-12-31'], ['state', 'in', ['sale', 'done']]]
], {
    'fields': ['name', 'partner_id', 'date_order', 'amount_total'],
    'order': 'date_order DESC',
})

Revenue by Customer (aggregated)

# Use read_group for aggregation
revenue = models.execute_kw(DB, UID, KEY, 'sale.order', 'read_group', [
    [['state', 'in', ['sale', 'done']]]
], {
    'fields': ['partner_id', 'amount_total'],
    'groupby': ['partner_id'],
    'orderby': 'amount_total DESC',
    'limit': 20,
})

Monthly Revenue Trend

monthly = models.execute_kw(DB, UID, KEY, 'sale.order', 'read_group', [
    [['state', 'in', ['sale', 'done'], ['date_order', '>=', '2025-01-01']]]
], {
    'fields': ['date_order', 'amount_total'],
    'groupby': ['date_order:month'],
    'orderby': 'date_order ASC',
})

Product Performance

products = models.execute_kw(DB, UID, KEY, 'sale.order.line', 'read_group', [
    [['state', 'in', ['sale', 'done']]]
], {
    'fields': ['product_id', 'price_subtotal', 'product_uom_qty'],
    'groupby': ['product_id'],
    'orderby': 'price_subtotal DESC',
    'limit': 20,
})

Analysis Output Format

Present analysis results in a clear, structured format:

Customer Summary

• Total orders count
• Total revenue
• Average order value
• First and last order dates
• Most purchased products

Revenue Breakdown

• By product category
• By time period (monthly/quarterly)
• Year-over-year comparison if data available

Insights

• Buying frequency (days between orders)
• Trend direction (growing, stable, declining)
• Top products by quantity and revenue
• Discount usage patterns

Workflow

1. Ask user which customer or date range to analyze
2. Fetch orders and order lines
3. Calculate aggregated metrics
4. Present a clear summary with key insights
5. Offer to export results or create a follow-up action