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43 changes: 36 additions & 7 deletions README.md
Original file line number Diff line number Diff line change
Expand Up @@ -15,7 +15,9 @@ This repository contains a containerized Odoo 17 instance pre-configured with a

Detailed documentation for the architecture, standards and specific features of this Odoo environment can be found in these directories:

* **[Traceability & Observability Guide](./custom_addons/docs/README.md)**: A complete manual on how Pydantic Logfire is used across the ecosystem, including setup instructions, code instrumentation standards and how to navigate the live dashboard.
- [Perry Webhook Addon](custom_addons/docs/addons/perry-webhook.md) — How messages are intercepted and dispatched.
- [Perry Human-in-the-Loop](custom_addons/docs/addons/perry-human-in-the-loop.md) — Technical details on the staging and confirmation logic.
* **[Traceability & Observability Guide](custom_addons/docs/logfire.md)**: A complete manual on how Pydantic Logfire is used across the ecosystem, including setup instructions, code instrumentation standards and how to navigate the live dashboard.

---

Expand Down Expand Up @@ -62,7 +64,7 @@ docker network create perry-network
### 2. Odoo setup (`testing-odoo`)
Clone this repository, configure your environment variables and launch the ERP:
```bash
git clone https://github.com/your-user/testing-odoo.git
git clone https://github.com/Perry-Multi-LLM/testing-odoo
cd testing-odoo
```
Create a `.env` file from the example (ensure `LOGFIRE_TOKEN` is set for observability), then build the containers:
Expand All @@ -75,7 +77,7 @@ docker-compose up -d --build
To complete the system, deploy the orchestrator repository:
```bash
cd ..
git clone https://github.com/your-user/ingest-api.git
git https://github.com/Perry-Multi-LLM/ingest-api
cd ingest-api
docker-compose up -d --build
```
Expand All @@ -87,7 +89,34 @@ docker network connect perry-network testing-odoo
docker network connect perry-network ingest-api
```

### 5. Module installation
1. Log into Odoo (Developer Mode must be enabled).
2. Go to **Apps** > **Update Apps List**.
3. Search for `perry` and install the custom modules (`Perry Webhook`, `Perry Human Loop`).
## Initial Odoo Configuration

Follow these steps to synchronize the ERP environment with the Perry multi-agent system after your containers are running:

### 1. Database Initialization
The first time you access `http://localhost:8069`, Odoo will prompt you to **create a new database**.
* Fill in the master password, database name,admin credentials, language and country. It is important to set the language to English.
* Wait for the initialization process to complete; this sets up the core PostgreSQL schema.

### 2. Enable Developer Mode
To manage technical settings and custom module installation, you must activate **Developer Mode**:
* Navigate to **Settings**.
* Scroll to the bottom of the page.
* Click on **Activate the developer mode**.

### 3. Create the Perry Service User
The AI system identifies itself through a specific user record. You must create this profile to allow the webhook logic to function correctly:
* Go to **Settings > Users & Companies > Users**.
* Click **New** to create a user.
* **Name**: `Perry`
* **Email (Login)**: `perry@perry.com`

> [!IMPORTANT]
> The email **must** be exactly `perry@perry.com`. The `perry_webhook` logic uses this specific string to filter messages and prevent infinite loops.

### 4. Custom Addon Activation
The Perry ecosystem relies on external custom addons located in the `custom_addons/` directory. To activate them:
* Navigate to the **Apps** menu.
* Click on **Update Apps List** in the top navigation bar.
* Search for `perry` in the search bar (remove the default "Apps" filter if no results appear).
* Install **Perry Webhook** and **Perry Human Loop**.
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