odoo-configurator 3.2.0

Configure and update Odoo database with YAML files

odoo-configurator

Odoo Configurator simplifies and automates the configuration of Odoo using YAML files. It allows you to update the database, install/update/uninstall modules, configure settings, manage users, and perform various data manipulation operations. It is an essential tool for Odoo administrators looking to streamline their configuration workflow.

Installation

pip install odoo-configurator

Usage

odoo-configurator ./work_dir/project_name.local.yml

To run a configuration from the source code:

/odoo-configurator/start_config.py ./work_dir/project_name.local.yml

Provided file must contain the auth/odoo section to set connexion parameters.

project_name.local.yml

    name: project_name local

    inherits:
        - ../work_dir/project_name/project_name.yml

    auth:
        odoo:
            url: http://project_name.localhost
            dbname: project_name
            username: admin
            password: admin123

Inherits

Inherits param provide a list of configuration files witch content is merged before execution.

    inherits:
        - ../work_dir/project_name/sales.yml
        - ../work_dir/project_name/account.yml

Script Files

Script Files param provide a list of configuration files witch content will be executed sequentially.

    script_files:
        - ../work_dir/project_name/script1.yml
        - ../work_dir/project_name/script2.yml

Parameters

Install Mode: To import datas with the value on_install_only: True add the "--install" parameter in command line:

./start_config.py ./clients/name/name.local.yml --install

Environment variables

Some parameters can be provided by environment variable.

Use ODOO_URL, ODOO_DB, ODOO_USER and ODOO_PASSWORD instead of using auth/odoo params in config file

Use KEEPASS_PASSWORD instead of --keepass command line parameter

Pre Update

To prepare a configuration or add a fix use "pre_update", the given scripts will be executed before the normal configuration.

    pre_update:
        - ../exemple/exemple.pre_update_script.yml

Modules

To install modules use "modules"

    base:
      modules:
        - example_module

To update modules use "updates"

    base:
      updates:
        - example_module

To uninstall modules use "uninstall_modules"

    base:
      uninstall_modules:
        - example_module

Set config parameters (Settings)

to set the value of a setting (res.config.settings)

    settings:
      config:
        group_use_lead: True

For a specific company:

    settings main_company:
      config:
        company_id: get_ref("base.main_company")
        chart_template_id: get_ref("l10n_fr.l10n_fr_pcg_chart_template")

Create or update records

If the record with the xml id provided with force_id don't exist, the record will be created.

    Records to create:
        datas:
            My record 1:
                model: res.partner
                force_id: external_config.partner_1
                values:
                    name: Partner 1
                    ref: PARTNER1
            My record 2:
                model: res.user
                force_id: base.user_admin
                values:
                    name: Admin User

Load records

Using load parameter will speed up creation and update of record compared to single record update.

    Records to load:
        load: True
        model: res.partner
        datas:
            My record 1:
                force_id: external_config.record1
                values:
                    name: Record 1
                    ref: REC1
            My record 2:
                force_id: external_config.record2
                values:
                    name: Record 2
                    ref: REC2

Update records with a domain

To update values of multiple records, set a domain with "update_domain" :

    Update Example:
      model: res.partner
      update_domain: "[('email','=','[e-mail]')]"
      values:
        name: Example

Server Actions and Functions

To call a model function:

    001 Call Function:
      datas:
        Call Function:
          function: example_function
          model: res.parnter
          res_id: get_ref("base.partner_demo")
          params: ['param1', param2]
          kw: {'extra_param1': get_ref('external_config.extra_param1')}  

To call an action server:

    002 Call Action Server:
      datas:
        Call Action Server:
          action_server_id: get_ref("custom_module.action_exemple")
          model: res.parnter
          res_id: get_ref("base.partner_demo")

Users

To set groups on a user you can remove previous groups with "unlink all":

    users:
        datas:
            User Example:
                model: res.users
                force_id: base.user_example
                values:
                    name: Example
                    login: [e-mail]
                groups_id:
                    - unlink all
                    - base.group_portal

Other data tools

• delete_all
• delete_domain
• delete_id
• deactivate
• activate
• update_domain
  • search_value_xml_id

    • this option allows to pass an id from xml_id to a domain

    • Can be used with update_domain, activate, deactivate:

                    Deactivate Partner Title doctor:
                        model: res.partner.title
                        search_value_xml_id: base.res_partner_title_doctor
                        deactivate: "[('id', '=', search_value_xml_id)]"
      

Translations

To set the translation of a translatable field, use the languages option. Example:

    Mail Templates:
        datas:
            Notification:
                model: mail.template
                force_id: mail.notification_template
                languages:
                    - fr_FR
                    - en_US
                values:
                    body_html: |
                        <table>
                            <tbody>
                            Text for french and english
                            </tbody>
                        </table>

Mattermost Notification

To set a Mattermost url and channel where to send notifications:

    mattermost_channel: my-channel
    mattermost_url: https://mattermost.xxx.com/hooks/dfh654fgh

To avoid Mattermost notification, add in main yaml file:

    no_notification: True

Keepass

Keepass is a tool to store and protect passwords.

Available functions to use stored values in Configurator:

    get_keepass_password('path/passwords.kdbx', 'Folder Name', 'Key Name')
    get_keepass_user('path/passwords.kdbx', 'Folder Name', 'Key Name')
    get_keepass_url('path/passwords.kdbx', 'Folder Name', 'Key Name')

Provide Keepass password with this parameter in command line: --keepass='mdp***'

Standard CSV Import

Columns in the CSV file must be the technical name of the field. A column "id" is required to allow update of datas.

In yml file:

    import_data:
        import_csv Product Template:
            on_install_only: True
            model: product.template
            name_create_enabled_fields: uom_id,uom_po_id,subscription_template_id
            file_path: ../datas/todoo/product.template.csv
            specific_import: base/import_specific.py
            specific_method: import_partner
            batch_size: 200
            skip_line: 1420
            limit: 100
            context: {'install_mode': True}

Required fields:

• model
• file_path

Optional fields:

• name_create_enabled_fields : List of the fields which are allowed to "Create the record if it doesn't exist"
• on_install_only : Do the csv export only in Install Mode
• context : Provide a specific context for imports
• specific_import : Path to a specific Python file
• specific_method : Import method to use form the file specific_import
• batch_size : Number of records by load batch
• limit : Maximum number of record to import
• skip_line : index of the record to start with

Generate YML data file from a model

This configuration will generate a res_partner.yml file in the config directory

Actions:
    import_configurator_model_file:
        Portal Form:
            model: res.partner
            domain: [('is_company', '=', True)]
            order_by: name, ref
            force_export_fields: ["email_formatted", "country_code"]
            excluded_fields: ["email", "country_id"]

Contributors

• David Halgand
• Michel Perrocheau - Github

Maintainer

This module is maintained by Hodei.