MCP-Odoo

# Pull Request: Add Comprehensive CRM Resource with Universidad ISEP Customizations ## 🎯 Overview This PR adds a complete CRM (Customer Relationship Management) module to the MCP-Odoo connector, specifically designed to handle Universidad ISEP's requirements while maintaining compatibility with standard Odoo CRM functionality. ## 📋 Changes Summary ### New Files Added: - **`resources/crm.py`** - Complete CRM resource with 18 MCP tools - **`docs/crm_guide.md`** - Comprehensive documentation for CRM functionality - **`test_crm.py`** - Test suite for CRM functionality ### Modified Files: - **`README.md`** - Updated with CRM features and tool documentation - **`config.py`** - Port configuration fix (8080 → 8000) - **`resources/__init__.py`** - Added CRM imports and exports - **`server.py`** - Added CRM resource import ## 🚀 New Features ### Lead/Opportunity Management - ✅ `list_leads` - List and filter leads/opportunities with advanced filtering - ✅ `get_lead_details` - Get comprehensive lead information - ✅ `create_lead` - Create new leads with ISEP custom fields - ✅ `update_lead` - Update existing lead information - ✅ `convert_lead_to_opportunity` - Convert leads to opportunities ### Partner/Contact Management - ✅ `list_partners` - List contacts and companies with filtering - ✅ `get_partner_details` - Get detailed partner information - ✅ `create_partner` - Create new partners/contacts - ✅ `update_partner` - Update existing partner information ### CRM Auxiliary Tools - ✅ `list_crm_stages` - Get CRM workflow stages - ✅ `list_crm_teams` - Get sales teams - ✅ `get_lead_activities` - Get lead-related activities - ✅ `get_academic_programs` - Get academic programs (ISEP specific) - ✅ `get_crm_dashboard_stats` - Get CRM performance metrics ## 🎓 Universidad ISEP Specific Features ### Custom Fields Support: - **Academic Programs**: `x_studio_programa_academico` - Link leads to specific programs - **Contact Channels**: `x_studio_canal_de_contacto` - Track lead source channels - **Program Interest**: `x_studio_programa_de_inters` - Track student interest - **Contract Tracking**: `x_studio_fecha_de_firma`, `x_studio_duracin_de_convenio` - **Progress Monitoring**: `progress` field for lead advancement tracking - **External Integration**: Mautic CRM and Google Analytics support ### Database Compatibility: - Fully compatible with Universidad ISEP's Odoo 16 database structure - Based on provided data dictionary with 89 tables, 25 views - Handles all CRM-related tables: `crm_lead`, `crm_stage`, `crm_team`, `res_partner`, etc. ## 📊 Analytics & Reporting - **Dashboard Statistics**: Lead counts, opportunity metrics, win rates - **Revenue Tracking**: Expected and weighted revenue calculations - **Team Performance**: Multi-team sales tracking and reporting - **Academic Analytics**: Program-specific enrollment tracking ## 🔧 Technical Improvements - **Robust Error Handling**: Comprehensive exception handling with logging - **Type Safety**: Full Pydantic models for request/response validation - **Async Support**: All operations are fully asynchronous - **Modular Design**: Clean separation of concerns and extensible architecture ## 📖 Documentation - **Complete User Guide**: `docs/crm_guide.md` with examples and best practices - **API Documentation**: All tools documented with parameters and return types - **Usage Examples**: Practical examples for common CRM workflows - **Integration Guide**: How to integrate with existing accounting functionality ## 🧪 Testing - **Test Suite**: Basic functionality tests in `test_crm.py` - **Mock Context**: Test framework for validating tool functionality - **Error Scenarios**: Tests for error handling and edge cases ## 🔄 Integration with Existing Features - **Seamless Integration**: Works alongside existing accounting tools - **Shared Context**: Uses same Odoo client and context handling - **Consistent API**: Follows same patterns as existing resources - **Performance**: Optimized queries with proper field selection and limits ## 📈 Use Cases Enabled ### Student Recruitment Workflow: 1. **Lead Creation**: Capture student interest through various channels 2. **Program Association**: Link to specific academic programs 3. **Progress Tracking**: Monitor engagement and follow-up activities 4. **Conversion**: Convert qualified leads to enrollment opportunities 5. **Analytics**: Track recruitment performance by program and team ### Partner Management: 1. **Contact Management**: Maintain comprehensive contact databases 2. **Categorization**: Organize partners by type, industry, location 3. **Relationship Tracking**: Link partners to opportunities and activities 4. **Address Management**: Handle multiple addresses and contact methods ## 🛠️ Configuration Required No additional configuration required beyond existing Odoo connection settings. All ISEP-specific fields are handled automatically based on database schema. ## 🎯 Testing Instructions 1. Ensure Odoo connection is configured in `.env` 2. Run `python test_crm.py` for basic functionality tests 3. Test individual tools through MCP client or Postman 4. Verify ISEP custom fields are properly handled ## 🔮 Future Enhancements - Activity creation and management tools - Email integration for lead communication - Calendar integration for follow-up scheduling - Advanced reporting and analytics dashboards - Bulk operations for lead management ## 📝 Breaking Changes None. This is a pure addition that doesn't modify existing functionality. ## 🎉 Ready for Review This PR is ready for review and testing. All functionality has been implemented according to Universidad ISEP's requirements and follows MCP best practices.