Managing Odoo

Production Gotchas

Invoice Line Format

Invoice lines require Odoo's special tuple format (0, 0, {...}):

# ✓ CORRECT - Tuple format for new lines
invoice_line_values.append((0, 0, {
    'product_id': product_id,
    'name': description,
    'quantity': quantity,
    'price_unit': unit_price
}))

# ✗ WRONG - Plain dictionary
invoice_line_values.append({
    'product_id': product_id,
    ...
})

The (0, 0, {...}) means: "Create new record with these values".

Move Types

Odoo uses move_type to distinguish invoice types:

Partner Auto-Creation

When customer/vendor doesn't exist, system auto-creates:

• Customers: customer_rank: 1
• Vendors: supplier_rank: 1

Product Auto-Creation

Missing products are auto-created as type: 'service'. For physical products, create manually in Odoo.

Partner ID Returns Tuple

Partner fields return [id, name] tuple, not just ID:

# partner_id = [42, "Acme Corp"]
customer_name = invoice['partner_id'][1]  # "Acme Corp"
customer_id = invoice['partner_id'][0]    # 42

Financial Summary Only Counts Posted

Only invoices/bills with state: 'posted' are included in financial summaries. Draft invoices are excluded.

Date Format Required

All dates must be ISO format YYYY-MM-DD:

# ✓ CORRECT
create_customer_invoice(..., invoice_date="2026-01-30")

# ✗ WRONG
create_customer_invoice(..., invoice_date="01/30/2026")

Circuit Breaker Pattern

API calls use circuit breaker for resilience. After 3 failures, circuit opens for 30 seconds.

Configuration

Required in .env:

ODOO_URL=http://localhost:8069    # Odoo server URL
ODOO_DB=digital_fte               # Database name
ODOO_USERNAME=admin               # Odoo username
ODOO_PASSWORD=your_password       # Odoo password (KEEP SECRET)

Setup

1. Odoo Installation

See docs/setup/ODOO_SETUP.md for full setup guide.

Quick local setup:

docker run -d -e POSTGRES_USER=odoo -e POSTGRES_PASSWORD=odoo -e POSTGRES_DB=postgres --name db postgres:13
docker run -d -p 8069:8069 --link db:db -e HOST=db -e USER=odoo -e PASSWORD=odoo --name odoo odoo

2. Enable XML-RPC

Odoo 14+ has XML-RPC enabled by default. Verify at: http://localhost:8069/xmlrpc/2/common

3. Create API User

For production, create a dedicated API user with appropriate permissions.

Security Notes

• All financial operations are audit logged
• Business domain actions use AuditDomain.BUSINESS
• No approval workflow by default (add via orchestrator if needed)
• Keep ODOO_PASSWORD in .env, never commit

Connection Caching

Connection is cached globally to avoid repeated authentication:

_odoo_connection = None  # Module-level cache

def get_odoo() -> OdooConnection:
    global _odoo_connection
    if _odoo_connection is None:
        _odoo_connection = OdooConnection(...)
    return _odoo_connection

Verification

Run: python scripts/verify.py

Related Skills

• generating-ceo-briefing - Uses financial data for reports
• watching-gmail - Detect invoice requests from emails
• digital-fte-orchestrator - Process accounting tasks