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

Aug 18, 2024 • 6 minute read

Introduction

Hey there, fellow developer! Ready to dive into the world of Odoo ERP API integration using Ruby? You're in for a treat! We'll be using the awesome ooor package to make our lives easier. Odoo's API is powerful, and with ooor, we'll harness that power with Ruby's elegance. Let's get cracking!

Prerequisites

Before we start, make sure you've got:

A Ruby environment up and running
Your Odoo instance details handy (URL, database, username, password)

Got those? Great! Let's move on.

Installation

First things first, let's get ooor installed:

gem install ooor

Easy peasy, right?

Configuration

Now, let's set up our connection to Odoo. Create a new Ruby file and add this:

require 'ooor'

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

Replace those placeholders with your actual Odoo details, and you're good to go!

Basic Operations

Let's start with the basics. Here's how you can perform CRUD operations:

# Create
new_partner = ResPartner.create(name: 'John Doe', email: '[email protected]')

# Read
partner = ResPartner.find(1)

# Update
partner.write(phone: '123-456-7890')

# Delete
partner.unlink

See how intuitive that is? ooor makes it feel just like working with ActiveRecord!

Advanced Queries

Want to get fancy with your queries? Check this out:

# Search with domain filters
partners = ResPartner.search([['is_company', '=', true], ['customer', '=', true]])

# Sort and limit results
recent_orders = SaleOrder.search([['state', '=', 'done']], order: 'date_order desc', limit: 10)

Working with Relations

Odoo's all about relationships, and ooor's got your back:

# Fetch related records
customer = ResPartner.find(1)
customer_orders = customer.sale_order_ids

# Create a record with a relation
product = ProductProduct.find(1)
new_order = SaleOrder.create(partner_id: customer.id, order_line: [
  [0, 0, {product_id: product.id, product_uom_qty: 1}]
])

Custom Methods

Got custom Odoo methods? No problem:

result = SaleOrder.find(1).action_confirm

Error Handling

Always be prepared! Here's how to handle errors gracefully:

begin
  risky_operation = SomeModel.risky_method
rescue Ooor::AccessError => e
  puts "Oops! Access denied: #{e.message}"
rescue Ooor::ServerError => e
  puts "Something went wrong on the server: #{e.message}"
end

Performance Optimization

Let's speed things up a bit:

# Batch creation
partners_data = [
  {name: 'Partner 1'},
  {name: 'Partner 2'},
  {name: 'Partner 3'}
]
ResPartner.create(partners_data)

# Prefetching related records
products = ProductProduct.search([], include: {categ_id: {fields: [:name]}})

Security Considerations

Remember, safety first! Always use HTTPS in production and keep your API keys secret. Consider using environment variables for sensitive info.

Testing

Don't forget to test your integration! Here's a quick example using RSpec:

RSpec.describe 'Odoo Integration' do
  it 'creates a new partner' do
    partner = ResPartner.create(name: 'Test Partner')
    expect(partner).to be_persisted
    expect(partner.name).to eq('Test Partner')
  end
end

Deployment

When you're ready to deploy, make sure your production environment has all the necessary gems and configurations. Consider using a job queue for long-running operations to keep your app responsive.

Conclusion

And there you have it! You're now equipped to build robust Odoo ERP integrations with Ruby. Remember, the Odoo API is vast, so don't be afraid to explore and experiment. Happy coding, and may your integrations be ever smooth!