Write importable modules¶

Although, as developers, we prefer to have the full power of Python to write our modules, it is sometimes not possible to do so; typically on managed hosting solutions which do not allow the deployment of custom Python code like the Odoo.com platform.

However, the flexible nature of Odoo is meant to allow customizations out of the box. Whilst a lot is possible with Studio, it is also possible to define models, fields and logic in XML Data Files. This makes it easier to develop, maintain and deploy these customizations.

In this tutorial, we will learn how to define models, fields and logic in XML data files and bundle them into a module. These are sometimes called importable modules, or data modules. We will also see the limitations of this approach to module development.

Problem statement¶

Like in the Server framework 101 tutorial, we will be working on Real Estate concepts.

Our goal is to create a new application to manage Real Estate properties in a similar (albeit simpler) way to the Server framework 101 tutorial. We will define the models, fields and logic in XML data files instead of Python files.

At the end of this tutorial, we will be able to achieve the following in our app:

• Manage Real Estate properties that are for sale

• Publish these properties on a website

• Accept offers online from the website

• Invoice the buyer when the property is sold

Module structure¶

Like in any development project, a clear structure makes it easier to manage and maintain the code.

Unlike standard Odoo modules that use both Python and XML files, data modules use only XML files. Therefore, it is expected that your work tree will look something like this:

estate
├── actions
│   └── *.xml
├── models
│   └── *.xml
├── security
│   └── ir.model.access.csv
│   └── estate_security.xml
├── views
│   └── *.xml
├── __init__.py
└── __manifest__.py

The only Python files you will have are the __init__.py and __manifest__.py files. The __manifest__.py file will be the same as for any Odoo module, but will also import its models in the data list.

Remember to list files in the data section of __manifest__.py in order of dependency, typically starting with model files.

The __init__.py file is empty, but is required for Odoo to recognize the module if you ever want to deploy your module in the classic way (by adding it in an addons path). It is not strictly necessary for modules that will be imported, but it is a good practice to keep it.

Deploying the module¶

To deploy the module, you will need to create a zip file of the module and upload it to your Odoo instance. Make sure that the module base_import_module is installed on your instance, then go to the Apps ‣ Import Module and upload the zip file. You must be in developer mode to see the Import Module menu item.

If you modify the module, you will need to create a new zip file and upload it again, which will reload all the data in the module. Note however that some operations are not possible, like changing the type of a field you created previously. Data created by previous versions of the module (like removed fields) will not be automatically deleted. In general, the simplest way to handle this is to start with a fresh database or to uninstall the module prior to uploading the new version.

When uploading a module, the wizard will accept two options:

• Force init: if your module is already installed and you upload it again; checking this option will force the update of all data marked as noupdate="1" in the XML files.

• Import demo data: self explanatory

It is also possible to deploy the module using the odoo-bin command line tool with the deploy command:

$ odoo-bin deploy <path_to_your_module> https://<your_odoo_instance> --login <your_login> --password <your_password>

This command also accepts the --force option, which is equivalent to the Force init option in the wizard.

Note that the user you use to deploy the module must have Administration/Settings access rights.

Models and basic fields¶

As you can imagine, defining models and fields in XML files is not as straightforward as in Python.

Since data files are read sequentially, you must define the elements in the right order. For example, you must define a model before you can define a field on that model, and you must define fields before adding them to a view.

In addition, XML is simply much more verbose than Python.

Let’s start by defining a simple model to represent a Real Estate property in the models directory of our module.

Odoo models are stored in database as ir.model records. Like any other record, they can be defined in XML files:

<?xml version="1.0" encoding="utf-8"?>
<odoo>
    <record id="model_real_estate_property" model="ir.model">
        <field name="name">Real Estate Property</field>
        <field name="model">x_estate.property</field>
    </record>
</odoo>

Note that all models and fields defined in data files must be prefixed with x_; this is mandatory and is used to differentiate them from models and fields defined in Python files.

Like for classic models defined in Python, Odoo will automatically add several fields to the model:

• id (Id) The unique identifier for a record of the model.

• create_date (Datetime) Creation date of the record.

• create_uid (Many2one) User who created the record.

• write_date (Datetime) Last modification date of the record.

• write_uid (Many2one) User who last modified the record.

We can also add several fields to our new model. Let’s add some simple fields, like a name (string), selling price (float), a description (as html), and a postcode (as a char).

Like for models, fields are simply records of the ir.model.fields model and can be defined as such in data files:

<?xml version="1.0" encoding="utf-8"?>
<odoo>
    <!-- ...model definition from before... -->
    <record id="field_real_estate_property_name" model="ir.model.fields">
        <field name="model_id" ref="estate.model_real_estate_property" />
        <field name="name">x_name</field>
        <field name="field_description">Name</field>
        <field name="ttype">char</field>
        <field name="required">True</field>
    </record>

    <record id="field_real_estate_property_selling_price" model="ir.model.fields">
        <field name="model_id" ref="estate.model_real_estate_property" />
        <field name="name">x_selling_price</field>
        <field name="field_description">Selling Price</field>
        <field name="ttype">float</field>
        <field name="required">True</field>
    </record>

    <record id="field_real_estate_property_description" model="ir.model.fields">
        <field name="model_id" ref="estate.model_real_estate_property" />
        <field name="name">x_description</field>
        <field name="field_description">Description</field>
        <field name="ttype">html</field>
    </record>

    <record id="field_real_estate_property_postcode" model="ir.model.fields">
        <field name="model_id" ref="estate.model_real_estate_property" />
        <field name="name">x_postcode</field>
        <field name="field_description">Postcode</field>
        <field name="ttype">char</field>
    </record>
</odoo>

You can set various attributes for your new field. For basic fields, these include:

• name: the technical name of the field (must begin with x_)

• field_description: the label of the field

• help: a help text for the field, displayed in the interface

• ttype: the type of the field (e.g. char, integer, float, html, etc.)

• required: whether the field is required or not (default: False)

• readonly: whether the field is read-only or not (default: False)

• index: whether the field is indexed or not (default: False)

• copied: whether the field is copied when duplicating a record or not (default: True for non-relational non-computed fields, False for relational and computed fields)

• translate: whether the field is translatable or not (default: False)

Attributes are also available to control HTML sanitization as well as other, more advanced features; for a complete list, refer to the ir.model.fields model in the database available in the Settings ‣ Technical ‣ Database Structure ‣ Fields menu or see the ir.model.fields model definition in the base module.

Default values¶

In Python, default values can be set on fields using the default argument in the field declaration. In data modules, default values are set by creating an ir.default record for each field. For example, it is possible to set the default value of the x_selling_price field to 100000 for all properties by creating the following record:

<odoo>
    <!-- ...model definition from before... -->
    <record id="default_real_estate_property_selling_price" model="ir.default">
        <field name="field_id" ref="estate.field_real_estate_property_selling_price" />
        <field name="json_value">100000</field>
    </record>
</odoo>

For more details, refer to the ir.default model in the database available in the Settings ‣ Technical ‣ Actions ‣ User-defined Defaults menu or see the ir.default model definition in the base module.

Security¶

Security in data modules is exactly the same as for Python modules and can be found in Chapter 4: Security - A Brief Introduction.

Refer to that tutorial for details.

Views¶

Views are the UI components that allow users to interact with the data. They are defined in XML files and can be found in the views directory of your module.

Since views and actions are already defined in Chapter 5: Finally, Some UI To Play With and Chapter 6: Basic Views, we will not go into details here.

Relations¶

The real power of relational systems like Odoo lies in the ability to link records together. In a normal Python module, one could define new fields on a model to link it to other models in a single line of code. In a data module, this is still possible but requires a bit more legwork since we can’t use the same syntax as in Python.

As in Chapter 7: Relations Between Models, we will add some relations to our estate module. We will add links to:

• the customer who bought the property

• the real estate agent who sold the property

• the property type: house, apartment, penthouse, castle…

• a list of tags characterizing the property: cozy, renovated…

• a list of the offers received

Many-to-one¶

A many-to-one is a simple link to another object. For example, in order to define a link to the res.partner, we can define a new field in our model:

<odoo>
    <!-- ...model definition from before... -->
    <record id="field_real_estate_property_partner_id" model="ir.model.fields">
        <field name="model_id" ref="estate.model_real_estate_property" />
        <field name="name">x_partner_id</field>
        <field name="field_description">Customer</field>
        <field name="ttype">many2one</field>
        <field name="relation">res.partner</field>
    </record>
</odoo>

In the case of many-to-one fields, several attributes can be set to detail the relation:

• relation: the name of the model to link to (required)

• ondelete: the action to perform when the record is deleted (default: set null)

• domain: a domain filter to apply to the relation

Many-to-many¶

A many-to-many is a relation to a list of objects. In our example, we will define a many-to-many relation towards a new x_estate.property.tag model. This tag represents a characteristic of the property, for example: renovated, cozy, etc.

A property can have many tags and a tag can be assigned to many properties - this is the typical many-to-many relationship.

Many-to-many fields are defined in the same way as many-to-one fields, but with the ttype set to many2many. The relation attribute is also set to the name of the model to link to. Other attributes can be set to control the relation:

• relation_table: the name of the table to use for the relation

• column1 and column2: the names of the columns to use for the relation

These attributes are optional, and should usually be specified only when there are multiple many-to-many fields between two models to avoid conflict; in most cases, the Odoo ORM will be able to determine the correct relation table and columns to use.

One-to-many¶

A one-to-many is a relation to a list of objects. In our example, we will define a one-to-many relation towards a new x_estate.property.offer model. This offer represent an offer made by a customer to buy a property.

One-to-many fields are defined in the same way as many-to-one fields, but with the ttype set to one2many. The relation attribute is also set to the name of the model to link to. Another attribute must be set to control the relation:

• relation_field: the name of the field on the related model that contains the reference to the parent model (many-to-one field). This is used to link the two models together.

Computed and related fields¶

Computed fields¶

Computed fields are a core concept in Odoo and are used to define fields that are computed based on other fields. This is useful for fields that are derived from other fields, like a sum of sub-records (adding up the price of all the items in a sale order).

Reference: the documentation related to this topic can be found in Computed Fields.

Data modules can define computed fields of any type, but are quite limited compared to Python modules. Indeed, since data modules are meant to be deployed on systems that do not allow arbitrary code to run, the Python code that is allowed is very limited.

We previously defined two «area» fields on our x_estate.property model: living_area and garden_area. To define a computed field on the model that returns the sum of the two areas, we can add the following code to our data module:

<odoo>
    <!-- ...model definition from before... -->
    <record id="field_real_estate_property_total_area" model="ir.model.fields">
        <field name="model_id" ref="estate.model_real_estate_property" />
        <field name="name">x_total_area</field>
        <field name="field_description">Total Area</field>
        <field name="ttype">float</field>
        <field name="depends">x_living_area,x_garden_area</field>
        <field name="compute"><![CDATA[
for property in self:
    property['x_total_area'] = property.x_living_area + property.x_garden_area
        ]]>
        </field>
    </record>
</odoo>

The depends attribute is used to define the fields that the computed field depends on and the compute attribute is used to define the code that is executed to compute the field (using Python code).

Unlike in Python modules, computed fields are stored by default. If you wish for a computed field to not be stored (e.g., for performance reasons or to avoid database bloat), you can set the store attribute to False.

The CDATA section is used to specify to XML parsers that the content is a string and not XML; this prevents the parser from trying to interpret the Python code as XML, or the addition of extra space, etc. when the code gets inserted into the database at module install time.

Related fields¶

Related fields are a simplified form of computed fields that mirror the value of another field through a many2one relationship.

Reference: the documentation related to this topic can be found in Related fields.

Related fields can be of any type (the type of the field at the other end of the relation traversal). They are defined as if one were adding the field directly to the model with the addition of a related attribute that specifies the target field on the related model that contains the value to be mirrored.

For example, if we want to access the country of the buyer directly from the x_estate.property model, we can add the following code to our data module:

<odoo>
    <!-- ...model definition from before... -->
    <record id="field_real_estate_property_country_id" model="ir.model.fields">
        <field name="model_id" ref="estate.model_real_estate_property" />
        <field name="name">x_country_id</field>
        <field name="field_description">Buyer's Country</field>
        <field name="ttype">many2one</field>
        <field name="relation">res.country</field>
        <field name="related">x_partner_id.country_id</field>
    </record>
</odoo>

The related attribute is used to specify the target field on the related model that contains the value to be mirrored. This must be a dot-separated list of field names.

Code and business logic¶

Server actions¶

In a Python module, you are free to define any method on your model. One common usage pattern is to add so-called «actions» methods to your model then bind these methods to buttons in the UI (e.g to confirm a quote, post an invoice, etc.).

In a data module, you can achieve the same effect by defining Server Actions bound to your model. Server actions represent pieces of logic that are run dynamically on the server. These actions can be configured manually in the database directly via the Settings ‣ Technical ‣ Actions ‣ Server Actions menu and can be of different types; in our case, we will use the code type which allows us to run any Python code in a sandboxed environment.

This environment contains several utilities to help you interact with the Odoo database:

• self: the record on which the action is executed

• env: the environment of the record

• model: the model of the record

• user and uid: the current user and their id

• datetime, dateutil, timezone and time: libraries to help with date/time calculations

• float_compare: a utility function to compare two float values with a given precision

• b64encode and b64decode: utility functions to encode and decode values in base64

• Command: a utility class to help build complex expressions and commands (see the Command class in the ORM reference)

In addition, you have access to the recordset on which the action is executed (typically a single record when the action is executed from a form view, and multiple records when the action is executed from a list view) via the record and records variables.

For example, we could define an action on the x_estate.property model that sets the x_status field of all its offers to Refused:

<record id="action_x_estate_property_refuse_all_offers" model="ir.actions.server">
    <field name="name">Refuse all offers</field>
    <field name="model_id" ref="estate.model_real_estate_property"/>
    <field name="state">code</field>
    <field name="code"><![CDATA[
for property in records:
    property.x_offer_ids.write({'x_status': 'refused'})
    ]]></field>
</record>

To include this action as a button in the form view of the x_estate.property model, we can add the following button node in the header of our form view:

<!-- form view definition from your code... -->
<header>
    <button name="estate.action_x_estate_property_refuse_all_offers" type="action" string="Refuse all offers"/>
</header>

It is also possible to add an entry in the gear icon () to run this action (e.g. to avoid adding buttons to views that are already crowded). To do so, you can bind your server action to the model and to specific types of views:

<record id="action_x_estate_property_refuse_all_offers" model="ir.actions.server">
    <field name="name">Refuse all offers</field>
    <field name="model_id" ref="estate.model_real_estate_property"/>
    <field name="state">code</field>
    <field name="binding_model_id" ref="estate.model_real_estate_property"/>
    <field name="binding_view_types">tree,form</field>
    <field name="code"><![CDATA[
for property in records:
    property.x_offer_ids.write({'x_status': 'refused'})
    ]]></field>
</record>

This will make the action available in the gear icon () of the x_estate.property model, in the list (when one or more records are selected via the checkbox) and form views.

Overriding Python models¶

Via UI elements¶

Unlike in Python modules, it is not possible to override a Python model’s method cleanly.

However, it is possible (in some cases) to replace the elements of the UI that call these methods and to intercept the calls to these methods in a server action.

A typical example would be an integration with the Sales app of Odoo. Let’s imagine that your Real Estate module integrates with the Sales application so that when a specific product is sold (e.g., a quote for managing the sale of a property), you want to automatically create a new property record in your module.

To achieve this, you will need to:

• create a server action that calls the original method of the button and add custom logic before or after that method call

• replace the button in the view with a custom button that calls the server action

<record id="view_sale_order_form" model="ir.ui.view">
    <field name="name">sale.order.form.inherit.estate</field>
    <field name="model">sale.order</field>
    <field name="inherit_id" ref="sale.view_order_form" />
    <field name="arch" type="xml">
        <xpath expr="//button[@name='action_confirm'][@type='object']" position="attributes">
            <attribute name="type">action</attribute>
            <attribute name="name">estate.action_x_estate_property_create_from_sale_order</attribute>
        </xpath>
        <!-- since the button is present twice in the original view, we need to replace it twice -->
        <xpath expr="//button[@name='action_confirm'][@type='object']" position="attributes">
            <attribute name="type">action</attribute>
            <attribute name="name">estate.action_x_estate_property_create_from_sale_order</attribute>
        </xpath>
    </field>
</record>

<record id="action_x_estate_property_create_from_sale_order" model="ir.actions.server">
    <field name="name">Confirm and create property from sale order</field>
    <field name="model_id" ref="sale.model_sale_order"/>
    <field name="state">code</field>
    <field name="code"><![CDATA[
for order in records:
    order.action_confirm()
    property_type = env['x_estate.property.type'].sudo().search([('x_name', '=', 'Other')], limit=1)
    property = env['x_estate.property'].sudo().create({
        'x_name': order.name,
        'x_expected_price': 0,
        'x_selling_price': 0,
        'x_sale_order_id': order.id,
        'x_property_type_id': property_type.id,
    })
    ]]></field>
</record>

Via automation rules¶

Automations rules are a way to automatically execute actions on records in the database based on specific triggers, like state changes, addition of a tag, etc. They can be useful to tie behaviour to life-cycle events of records, for example by sending an email when an offer is accepted.

Using automation rules for extending a standard behaviour can be more robust than the UI-based approach since it will also run if the life-cycle event is triggered in another way than via a button (e.g., via a webhook or a direct call to the method; for example when a quote is confirmed via the portal or the e-commerce). They are however a bit more finicky to set up properly, as one needs to ensure that the automation will only run at the proper moment by setting up specific fields to watch, etc.

Documentation: a more complete documentation related to this topic can be found in Reglas de automatización.

Automation Rules are particularly useful to tie a data module to an existing standard Odoo module. Since data modules cannot override methods, tying automation to life-cycle changes of standard models is a common way to extend standard modules.

If we were to rewrite our example from the previous section using automation rules, a few changes would be needed:

• the server action should no longer call the original method of the button (instead, the original method will trigger the change that will fire the automation rule)

• the view extension is not needed

• we need to define an Automation Rule to trigger the server action on the appropriate event

<record id="action_x_estate_property_create_from_sale_order" model="ir.actions.server">
    <field name="name">Create property from sale order</field>
    <field name="model_id" ref="sale.model_sale_order"/>
    <field name="state">code</field>
    <field name="code"><![CDATA[
for order in records:
    property_type = env['x_estate.property.type'].sudo().search([('x_name', '=', 'Other')], limit=1)
    property = env['x_estate.property'].sudo().create({
        'x_name': order.name,
        'x_expected_price': 0,
        'x_selling_price': 0,
        'x_sale_order_id': order.id,
        'x_property_type_id': property_type.id,
    })
    ]]></field>
</record>

<record id="automation_rule_x_estate_property_create_from_sale_order" model="base.automation">
    <field name="name">Create property from sale order</field>
    <field name="model_id" ref="sale.model_sale_order"/>
    <field name="trigger">on_state_set</field>
    <field name="trg_selection_field_id" ref="sale.selection__sale_order__state__sale"/>
    <field name="trigger_field_ids" eval="[(4, ref('sale.field_sale_order__state'))]"/>
    <field name="action_server_ids" eval="[(4, ref('estate.action_x_estate_property_create_from_sale_order'))]"/>
</record>

Note that the XML IDs to standard Odoo models, fields, selection values, etc. can be found in the Odoo instance itself by navigating to the appropriate record in the technical menus and using the View Metadata menu entry of the debug menu. XML IDs for models are simply the model name with dots replaced by underscores and prefixed by model_ (e.g., sale.model_sale_order is sale.order as defined in the sale module); XML IDs for fields are the model name with dots replaced by underscores and prefixed by field_, the model’s name and the field name (e.g., sale.field_sale_order__name is the XML ID for the name field of the sale.order model which is defined in the sale module).

Website controllers¶

HTTP Controllers in Odoo are usually defined in the controllers directory of a module. In data modules, it is possible to define server actions that behave as controllers if the website module is installed.

When the website module is installed, server actions can be marked as Available on the website and given a path (the full path is always prefixed with /actions to avoid URL collisions); the global request object is made available in the local scope of the code server action.

The request object provides several methods to access the body of the request:

• request.get_http_params(): extract key-value pairs from the query string and the forms present in the body (both application/x-www-form-urlencoded and multipart/form-data).

• request.get_json_data(): extract the JSON data from the body of the request.

Since it is not possible to return a value from within a server action, to define the response to return, one can assign a response-like object to the response variable, which will be returned to the website automatically.

Here is an example of a simple website controller that will return a list of properties when the URL /actions/estate is called:

<record id="server_action_estate_list" model="ir.actions.server">
    <field name="name">Estate List Controller</field>
    <field name="model_id" ref="estate.model_real_estate_property" />
    <field name="website_published">True</field>
    <field name="website_path">estate</field>
    <field name="state">code</field>
    <field name="code"><![CDATA[
html = '<html><body><h1>Properties</h1><ul>'
for property in request.env['x_estate.property'].search([]):
    html += f'<li>{property.x_name}</li>'
html += '</ul></body></html>'
response = request.make_response(html)
    ]]></field>
</record>

Several useful methods are available in the request object to facilitate the generation of the response object:

• request.render(template, qcontext=None, lazy=True, **kw) to render a QWeb template using its xmlid; the extra keyword arguments are forwarded to the werkzeug.Response object (e.g. to set cookies, headers, etc.)

• request.redirect(location, code=303, local=True) to redirect to a different URL; the local argument is used to specify whether the redirection should be relative to the website or not (default: True).

• request.notfound() to return a werkzeug.HTTPException exception to signal a 404 error to the website.

• request.make_response(data, headers=None, cookies=None, status=200) to manually create a werkzeug.Response object; the status argument is the HTTP status code to return (default: 200).

• request.make_json_response(data, headers=None, cookies=None, status=200) to manually create a JSON response; the data will be json-serialized using json.dumps utility; this can be useful to set up server-to-server communications via API calls.

For implementation details or other (less common) methods, refer to the Request object’s implementation in the odoo.http module.

Note that security concerns are left to the developer (typically through security rules or by using sudo to access records).

A sprinkle of JavaScript¶

Whilst importable modules cannot include Python files, no such restriction exists for JavaScript files. Adding JavaScript files to your importable module is exactly the same as adding them to a standard Odoo module.

This means that an importable module can include new field components or even entirely new views.

As an example, let’s add a simple “tour” to the Estate module. Tours are a standard mechanism in Odoo used to onboard users by guiding them through your application.

A very minimal tour with a single step can be added by adding this file in static/src/js/tour.js:

import { registry } from "@web/core/registry";


registry.category("web_tour.tours").add('estate_tour', {
    url: "/web",
    sequence: 170,
    steps: () => [{
    trigger: '.o_app[data-menu-xmlid="estate.menu_root"]',
    content: 'Start selling your properties from this app!',
    position: 'bottom',
    }],
});

You then need to include the file in the appropriate bundle in the manifest file:

{
    "name": "Real Estate",
    # [...]
    "assets": {
        "web.assets_backend": [
            "estate/static/src/js/tour.js",
        ],
    },
}