ppm_status_report_generate

Instructions

Implementation Reference

• src/qod_ppm_mcp/server.py:84-127 (handler)

  The handler function for the ppm_status_report_generate tool. It creates a ppm.status.report.wizard record with project_id (and optional period/commentary), calls the wizard's action_create_report method, resolves the resulting report_id (with fallback search), and returns the status report's summary fields.

  @mcp.tool()
  def ppm_status_report_generate(
      project_id: int,
      period: str | None = None,
      commentary: str | None = None,
  ) -> dict[str, Any]:
      """Run the Status Report wizard for a project.
  
      The wizard auto-populates RAG, budget, risks, milestones from project data
      and creates a `ppm.status.report` in draft state.
  
      Args:
          project_id: `project.project` id to report on.
          period: free-text period label (e.g. 'April 2026'); defaults to current month.
          commentary: optional commentary field.
  
      Returns:
          dict with the created status report id and summary fields.
      """
      vals: dict[str, Any] = {"project_id": project_id}
      if period:
          vals["period"] = period
      if commentary:
          vals["commentary"] = commentary
      wizard_id = client().execute_kw("ppm.status.report.wizard", "create", [vals])
      result = client().call_action("ppm.status.report.wizard", "action_create_report", [wizard_id])
      report_id = (result or {}).get("res_id") if isinstance(result, dict) else None
      if not report_id:
          # Fallback: most recently-created report for this project.
          rows = client().search_read(
              "ppm.status.report",
              [("project_id", "=", project_id)],
              ["id"],
              limit=1,
              order="id desc",
          )
          if not rows:
              raise RuntimeError("Wizard did not produce a status report")
          report_id = rows[0]["id"]
      return _read_state(
          "ppm.status.report",
          report_id,
          ["name", "state", "period", "project_id", "rag_overall"],
      )

• src/qod_ppm_mcp/server.py:84-85 (registration)

  The tool is registered via the @mcp.tool() decorator on FastMCP instance 'mcp' (line 19).

  @mcp.tool()
  def ppm_status_report_generate(

• src/qod_ppm_mcp/server.py:30-34 (helper)

  Helper function _read_state used by the handler to read and return fields of the created status report.

  def _read_state(model: str, rec_id: int, fields: list[str]) -> dict[str, Any]:
      rows = client().read(model, [rec_id], fields)
      if not rows:
          raise ValueError(f"{model} id={rec_id} not found")
      return rows[0]

• src/qod_ppm_mcp/server.py:23-27 (helper)

  Helper function that provides the OdooClient instance used by the handler to execute Odoo RPC calls.

  def client() -> OdooClient:
      global _client
      if _client is None:
          _client = OdooClient.from_env()
      return _client