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tender-prework

Official

Automate tender prework for Odoo CRM leads.

Product & Management#automation#odoo#crm#task-management#tender#prework#bom-capex
AuthorDifferCommunityPower
Version1.0.0
Installs0

System Documentation

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.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: tender-prework
Download link: https://github.com/DifferCommunityPower/tender-skills/archive/main.zip#tender-prework

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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