skills.rest
DifferCommunityPower
DifferCommunityPowerOFFICIAL
Explore all skills by this author →
WebsiteGitHub

tender-prework

Build baseline Odoo task trees and generate BoM-auto.xlsx and CapEx-auto.xlsx.

Updated Aug 27, 2026
Search Tags:#automation#odoo#crm#task-management#tender#prework#bom-capex
One-click install
npx skills add https://github.com/DifferCommunityPower/tender-skills --skill tender-prework
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: tender-prework
Source: https://github.com/DifferCommunityPower/tender-skills/tree/main/skills/tender-prework
Command: npx skills add https://github.com/DifferCommunityPower/tender-skills --skill tender-prework

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Autonomous internal pre-work for each Proposal Prep lead that has a TOR in the lead's workspace: builds a baseline Odoo task tree, generates BoM-auto.xlsx and CapEx-auto.xlsx via system-configurator and capex-model, and flips the matching Odoo subtasks to approved or changes-requested. Idempotent and self-healing, with run logs and chatter heartbeat.

Core Features & Use Cases

  • Baseline task tree creation: creates top-level tasks "Submission documents", "Engineering", and "Finance / Capex" under the lead's linked project.
  • BOM/CapEx generation: runs system-configurator to produce BoM-auto.xlsx and capex-model to produce CapEx-auto.xlsx.
  • Subtask management: flips BoM and CapEx subtasks to 03_approved or 02_changes_requested; posts heartbeats and updates run logs.
  • TOR extraction & TOR-derived tasks: extracts deliverables from the TOR to create additional subtasks with quotes.
  • End-to-end orchestration: handles 2b, 2c, 2d, 2e steps and records a run summary.

Quick Start

Invoke tender-prework to automatically prepare baseline Odoo tasks, BOM/CapEx files, and subtasks for Proposal Prep leads.

Frequently Asked Questions about tender-prework

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate tender prework for Odoo CRM leads?▼

Tender prework automation identifies Odoo CRM leads in the Proposal Prep stage and builds a baseline Odoo task tree for each lead's linked project. It generates BoM-auto.xlsx and CapEx-auto.xlsx, extracts TOR deliverables, and flips subtasks to approved or changes-requested with a chatter heartbeat.

What does the BoM and CapEx generation process do for Proposal Prep leads?▼

BoM and CapEx generation runs system-configurator to produce BoM-auto.xlsx and capex-model to produce CapEx-auto.xlsx. It then flips the matching Odoo subtasks to 03_approved or 02_changes_requested, posts heartbeats, and records run logs for idempotent and self-healing orchestration.

Do I need a TOR in the lead's workspace to run tender prework automation?▼

A TOR in the lead's workspace is required for tender prework automation. The skill validates prerequisites, extracts TOR deliverables, and creates additional subtasks with quotes based on those deliverables.

How does the skill create a baseline Odoo task tree for tender leads?▼

The skill creates top-level tasks for Submission documents, Engineering, and Finance under the lead's linked Odoo project. It then generates subtasks, runs system-configurator and capex-model helpers, and records a run summary.

Can I re-run tender prework if the Odoo task tree or BoM generation fails?▼

Tender prework is idempotent and self-healing, allowing safe re-runs. It validates prerequisites, records run logs, and posts chatter heartbeats to track each execution attempt.

What is the best way to manage Odoo subtask status for BoM and CapEx approvals?▼

Managing Odoo subtask status is handled by flipping BoM and CapEx subtasks to 03_approved or 02_changes_requested. The skill posts heartbeats and updates run logs to maintain an auditable approval workflow.

Related Skills

Explore More Product & Management Skills→
lawless-mlawless-m

SharePoint - SharePoint Online Integration Patterns

Upload files and manage folders in SharePoint Online using CSOM or Microsoft Graph API.

Community
Advanced
yjwongyjwong
53

sheets

Fetch Lark Sheets data via the lark CLI and return structured JSON.

Community
Basic
EvolutionAPIEvolutionAPI
520

manage-heartbeats

List, enable, disable, and trigger heartbeat runs via dashboard API endpoints.

Official
Advanced
le-goff-benoitle-goff-benoit
2

inspect_spreadsheet

Inspect Odoo spreadsheets and dashboards, explaining non-empty cells and ODOO.* formulas.

Community
Intermediate