Step by Step Guide to Building an Odoo CRM API Integration in Ruby

Aug 18, 2024 • 5 minute read

Introduction

Hey there, fellow developer! Ready to dive into the world of Odoo CRM API integration using Ruby? You're in for a treat. We'll be using the ooor package to make our lives easier. Let's get cracking!

Prerequisites

Before we jump in, make sure you've got:

A Ruby environment set up and ready to go
Your Odoo instance details (URL, database, username, password)

Got those? Great! Let's move on.

Installation

First things first, let's get ooor installed. It's as simple as:

gem install ooor

Easy peasy, right?

Establishing Connection

Now, let's get connected to Odoo. Here's how:

require 'ooor'

client = Ooor.new(
  url: 'https://your-odoo-instance.com',
  database: 'your_database',
  username: 'your_username',
  password: 'your_password'
)

Boom! You're in.

Basic CRUD Operations

Let's get our hands dirty with some CRUD operations.

Reading CRM data

leads = client.ResPartner.all(limit: 5)
leads.each { |lead| puts lead.name }

Creating new records

new_lead = client.ResPartner.create(name: 'John Doe', email: '[email protected]')

Updating existing records

lead = client.ResPartner.find(1)
lead.write(phone: '123-456-7890')

Deleting records

client.ResPartner.find(1).unlink

Advanced Queries

Want to get fancy? Try these:

# Filtering and searching
hot_leads = client.ResPartner.search([['type', '=', 'lead'], ['priority', '=', '3']])

# Using domain expressions
overdue_opportunities = client.CrmLead.search([
  ['type', '=', 'opportunity'],
  ['date_deadline', '<', Time.now.strftime('%Y-%m-%d')]
])

Working with Relationships

Handling relationships is a breeze:

lead = client.CrmLead.find(1)
activities = lead.activity_ids
contacts = lead.partner_id.child_ids

Error Handling and Logging

Don't forget to handle those pesky errors:

begin
  result = client.ResPartner.find(999999)
rescue Ooor::RecordNotFound => e
  puts "Oops! Record not found: #{e.message}"
end

And log your API interactions:

Ooor.logger.level = Logger::DEBUG

Best Practices

Implement rate limiting to avoid overwhelming the API
Use caching strategies for frequently accessed data

Testing

Always test your integration:

require 'minitest/autorun'

class TestOdooIntegration < Minitest::Test
  def setup
    @client = Ooor.new(url: 'https://test-instance.com', database: 'test_db', username: 'test_user', password: 'test_pass')
  end

  def test_create_lead
    lead = @client.ResPartner.create(name: 'Test Lead')
    assert_equal 'Test Lead', lead.name
  end
end

Conclusion

And there you have it! You're now equipped to build a robust Odoo CRM API integration using Ruby. Remember, practice makes perfect, so don't be afraid to experiment and push the boundaries.

For more advanced topics, check out the ooor documentation and Odoo's API reference. Happy coding!