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AI Client Analyzer (Ollama Local)

by
Odoo
v 19.0 Third Party 12
Download for v 19.0 Deploy on Odoo.sh
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
• Invoicing (account)
Lines of code 148
Technical Name partner_ai_analysis
LicenseLGPL-3
Websitehttps://www.linkedin.com/in/jose-manuel-lopez-33705a325/

AI Client Analyzer — Powered by Ollama

Add AI analysis to any customer record. No subscriptions, no API keys — just your own local model.

What does this module do?

This module adds an AI Analysis tab to the customer form (res.partner). When you click the button, it collects the client's data — sector, tags, internal notes, sale history — builds a structured prompt and sends it to your local Ollama instance. The response is stored directly on the contact and logged in the chatter.

The Ollama server URL and model name are configurable from Settings > CRM, so you can swap models without touching any code.

The generated report covers three points

1. Behavioral Profile

What kind of client are we dealing with? The AI evaluates engagement signals, buying maturity and overall relationship potential based on the available data.

2. Purchase Potential

An estimate of the client's long-term value, based on their industry, confirmed orders and any notes left by the sales team.

3. Sales Recommendation

A specific approach the sales rep can take — what to offer, how to frame the conversation, or what objections to anticipate.

Setup in 3 steps

  1. Install Ollama and pull a model: ollama run gemma4:e2b
  2. Install this module and go to Settings > CRM to verify the URL (http://localhost:11434) and model name are correct.
  3. Open any contact, click the AI Analysis tab and hit Generate AI Analysis.

Technical notes

  • Uses Ollama's POST /api/generate endpoint with stream: false.
  • Request timeout is set to 180s — enough for most local models on CPU.
  • Server URL and model are stored in ir.config_parameter, not in any database column.
  • The sale module is optional — if installed, confirmed orders are included in the prompt.
  • Comes with 4 unit tests that mock the HTTP call, so no live Ollama is needed to run CI.
  • Tested on Odoo Community 19.0.

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