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Data Files

Odoo is greatly data-driven, and a big part of modules definition is thus the definition of the various records it manages: UI (menus and views), security (access rights and access rules), reports and plain data are all defined via records.

Structure

The main way to define data in Odoo is via XML data files: The broad structure of an XML data file is the following:

  • Any number of operation elements within the root element odoo
<!-- the root elements of the data file -->
<odoo>
  <operation/>
  ...
</odoo>

Data files are executed sequentially, operations can only refer to the result of operations defined previously

Core operations

record

record appropriately defines or updates a database record, it has the following attributes:

model (required)
name of the model to create (or update)
id

the external identifier for this record. It is strongly recommended to provide one

  • for record creation, allows subsequent definitions to either modify or refer to this record
  • for record modification, the record to modify
context
context to use when creating the record
forcecreate

in update mode whether the record should be created if it doesn’t exist

Requires an external id, defaults to True.

field

Each record can be composed of field tags, defining values to set when creating the record. A record with no field will use all default values (creation) or do nothing (update).

A field has a mandatory name attribute, the name of the field to set, and various methods to define the value itself:

Nothing
if no value is provided for the field, an implicit False will be set on the field. Can be used to clear a field, or avoid using a default value for the field.
search

for relational fields, should be a domain on the field’s model.

Will evaluate the domain, search the field’s model using it and set the search’s result as the field’s value. Will only use the first result if the field is a Many2one

ref

if a ref attribute is provided, its value must be a valid external id, which will be looked up and set as the field’s value.

Mostly for Many2one and Reference fields

type

if a type attribute is provided, it is used to interpret and convert the field’s content. The field’s content can be provided through an external file using the file attribute, or through the node’s body.

Available types are:

xml, html
extracts the field‘s children as a single document, evaluates any external id specified with the form %(external_id)s. %% can be used to output actual % signs.
file
ensures that the field content is a valid file path in the current model, saves the pair module,path as the field value
char
sets the field content directly as the field’s value without alterations
base64
base64-encodes the field’s content, useful combined with the file attribute to load e.g. image data into attachments
int
converts the field’s content to an integer and sets it as the field’s value
float
converts the field’s content to a float and sets it as the field’s value
list, tuple
should contain any number of value elements with the same properties as field, each element resolves to an item of a generated tuple or list, and the generated collection is set as the field’s value
eval

for cases where the previous methods are unsuitable, the eval attributes simply evaluates whatever Python expression it is provided and sets the result as the field’s value.

The evaluation context contains various modules (time, datetime, timedelta, relativedelta), a function to resolve external identifiers (ref) and the model object for the current field if applicable (obj)

delete

The delete tag can remove any number of records previously defined. It has the following attributes:

model (required)
the model in which a specified record should be deleted
id
the external id of a record to remove
search
a domain to find records of the model to remove

id and search are exclusive

function

The function tag calls a method on a model, with provided parameters. It has two mandatory parameters model and name specifying respectively the model and the name of the method to call.

Parameters can be provided using eval (should evaluate to a sequence of parameters to call the method with) or value elements (see list values).

workflow

The workflow tag sends a signal to an existing workflow. The workflow can be specified via a ref attribute (the external id of an existing workflow) or a value tag returning the id of a workflow.

The tag also has two mandatory attributes model (the model linked to the workflow) and action (the name of the signal to send to the workflow).

Shortcuts

Because some important structural models of Odoo are complex and involved, data files provide shorter alternatives to defining them using record tags:

template

Creates a QWeb view requiring only the arch section of the view, and allowing a few optional attributes:

id
the view’s external identifier
name, inherit_id, priority
same as the corresponding field on ir.ui.view (nb: inherit_id should be an external identifier)
primary
if set to True and combined with a inherit_id, defines the view as a primary
groups
comma-separated list of group external identifiers
page
if set to "True", the template is a website page (linkable to, deletable)
optional
enabled or disabled, whether the view can be disabled (in the website interface) and its default status. If unset, the view is always enabled.

report

Creates a ir.actions.report.xml record with a few default values.

Mostly just proxies attributes to the corresponding fields on ir.actions.report.xml, but also automatically creates the item in the More menu of the report’s model.

CSV data files

XML data files are flexible and self-descriptive, but very verbose when creating a number of simple records of the same model in bulk.

For this case, data files can also use csv, this is often the case for access rights:

  • the file name is model_name.csv
  • the first row lists the fields to write, with the special field id for external identifiers (used for creation or update)
  • each row thereafter creates a new record

Here’s the first lines of the data file defining US states res.country.state.csv

"id","country_id:id","name","code"
state_au_1,au,"Australian Capital Territory","ACT"
state_au_2,au,"New South Wales","NSW"
state_au_3,au,"Northern Territory","NT"
state_au_4,au,"Queensland","QLD"
state_au_5,au,"South Australia","SA"
state_au_6,au,"Tasmania","TAS"
state_au_7,au,"Victoria","VIC"
state_au_8,au,"Western Australia","WA"
state_us_1,us,"Alabama","AL"
state_us_2,us,"Alaska","AK"
state_us_3,us,"Arizona","AZ"
state_us_4,us,"Arkansas","AR"
state_us_5,us,"California","CA"
state_us_6,us,"Colorado","CO"

rendered in a more readable format:

id country_id:id name code
state_au_1 au Australian Capital Territory ACT
state_au_2 au New South Wales NSW
state_au_3 au Northern Territory NT
state_au_4 au Queensland QLD
state_au_5 au South Australia SA
state_au_6 au Tasmania TAS
state_au_7 au Victoria VIC
state_au_8 au Western Australia WA
state_us_1 us Alabama AL
state_us_2 us Alaska AK
state_us_3 us Arizona AZ
state_us_4 us Arkansas AR
state_us_5 us California CA
state_us_6 us Colorado CO
state_us_7 us Connecticut CT
state_us_8 us Delaware DE
state_us_9 us District of Columbia DC
state_us_10 us Florida FL
state_us_11 us Georgia GA
state_us_12 us Hawaii HI
state_us_13 us Idaho ID
state_us_14 us Illinois IL
state_us_15 us Indiana IN
state_us_16 us Iowa IA
state_us_17 us Kansas KS
state_us_18 us Kentucky KY
state_us_19 us Louisiana LA
state_us_20 us Maine ME
state_us_21 us Montana MT
state_us_22 us Nebraska NE
state_us_23 us Nevada NV
state_us_24 us New Hampshire NH
state_us_25 us New Jersey NJ
state_us_26 us New Mexico NM
state_us_27 us New York NY
state_us_28 us North Carolina NC
state_us_29 us North Dakota ND
state_us_30 us Ohio OH
state_us_31 us Oklahoma OK
state_us_32 us Oregon OR
state_us_33 us Maryland MD
state_us_34 us Massachusetts MA
state_us_35 us Michigan MI
state_us_36 us Minnesota MN
state_us_37 us Mississippi MS
state_us_38 us Missouri MO
state_us_39 us Pennsylvania PA
state_us_40 us Rhode Island RI
state_us_41 us South Carolina SC
state_us_42 us South Dakota SD
state_us_43 us Tennessee TN
state_us_44 us Texas TX
state_us_45 us Utah UT
state_us_46 us Vermont VT
state_us_47 us Virginia VA
state_us_48 us Washington WA
state_us_49 us West Virginia WV
state_us_50 us Wisconsin WI
state_us_51 us Wyoming WY

For each row (record):

  • the first column is the external id of the record to create or update
  • the second column is the external id of the country object to link to (country objects must have been defined beforehand)
  • the third column is the name field for res.country.state
  • the fourth column is the code field for res.country.state