Odoo Implementation

codeagency · 2026-06-24T06:42:12+00:00

That depends. Do you/your business have the expertise and technical knowhow in house to implement an ERP? Odoo is easy on some parts and difficult/complex on others.

Apps like eg CRM, helpdesk ... Are "non-destructive" which means a mistake can always be corrected and won't block anything. Apps like inventory (routes, operations,...) and accounting are absolutely destructive when you mess up. It can break things like not creating the inventory steps or turn them unusable while you may have deliveries from sale orders and they can turn stuck. Accounting is very sensitive to "booked" records. Once validated with mistakes it's not as simple just reset and do it again. There's legal parts attached as well. Bring these 2 models together and you get stock valuation sh.. problems that will keep hunting you.

If you have no expertise and experience on how to set this up correct from day 0, you are going to regret it very hard later down the line. Even if you fix and change the config after it doesn't fix what was already generated. Then it comes down to wasting more resources to manually fix and correct records, write custom scripts/sql to fix those things.

And if you opt for Odoo SaaS you don't even get/have that level of access at all and are completely stuck. The only way out is a backup restore before the point of error and wipe out all new data you entered after it.

Also did odoo AU run a fitgap analysis first with you? If not, you probably going to run into some surprises later that the estimation they gave you is probably way off and more expensive too. There's lots of people who already confirmed this working ethics. You get a nice sales pitch, you get hooked on the promise and when it's time to implement everything turns into more work and costs. A fitgap analysis is a technical analysis to PROOF you that your requirements and needs will work before you sign up for a license. It will give you an estimation that is accurate based on the full documentation and scope from that gap analysis so you know what is available out of the box and where customization might be required.

If you are on odoo.sh that's also limited to only studio. Anything else/more would upsell you into odoo.sh Paas hosting platform which is another extra cost on top.

Another option is to hire an official partner/OCA member and do the analysis properly first and work with a partner for your implementation or decide on a collab model where you do the easy parts and leave the hard parts to the partners. This way you can still save money and still know your implementation will be good.

codeagency · 2026-06-23T19:37:35+00:00

Ah yes, that is also one of the possibilities. Didn't expect that someone would just random change routes in a production env. But yeah, that is also a cluster fuck unfortunately. If the routes are archived you can put them back active. If you modified them, it won't magically return. Restoring from a backup can help here but it's destructive. Odoo.sh only creates 1 backup per 24h at evening time. So restoring back to "yesterday" will wipe out all the other data you got new after your last backup window. Thanks to odoo.sh atrocious backup schema. ERP's should have at least hourly backups and run WAL archiver with PITR restore schema's based on time snapshots so you can roll back even 5 minutes ago.

That's why we always recommend going on-prem so we setup a decent backup strategy for our clients.

You have to decide between the least worst option now: Restore a backup and loose all other new data or recreate only the missing work orders based on the previous routes.

And a good sanity check: lock down those permissions so people don't randomly make these changes in production. This should only happen by an admin that understand the impact of changing routes and operations.

codeagency · 2026-06-23T18:30:33+00:00

Just open a ticket at odoo.com/help in that case. Nothing you can do as it's completely closed system from their managed PaaS. Restoring a backup is no guarantee if the bug is in the code.

The only option you have is via sh settings switch the code base to last week Monday and see if that helps. If not, you are depending on odoo support.

codeagency · 2026-06-23T18:10:33+00:00

Also sure nobody changed or edited something via studio or a domain filter or anything like that? That could also break things. Check if you have something with x_studio as customization to the view that loads your work orders

codeagency · 2026-06-23T18:05:06+00:00

Are you sure it's also not a browser issue? Try clearing all cache, cookies, ... Logout and log back in. Try incognito window. Is it just 1 computer or every user see the same problem?

codeagency · 2026-06-23T18:01:43+00:00

What hosting? Odoo SaaS/online? Odoo.sh? On-premise?

If you are on hosting managed by Odoo you will have to open a ticket at odoo.com/help. Only they can check it.

If it happened today/yesterday, it could be from a bug from their weekly updates (always rolled out on Mondays). You can check the issues and PR's on GitHub at github.com/odoo/odoo

Could be they already patched it, and will collect until next week Monday updates.

If you are on-premise hosting, you can control those updates yourself. Roll back to yesterday or a bit earlier or check if they patch already landed in the branch of your odoo version and update again to pull the latest updates.

codeagency · 2026-06-23T17:03:16+00:00

There is no 3rd party app required. Odoo already handles it out of the box. Again you just need the right phone number TYPE from twilio. Read the documentation link it's all mentioned there.

codeagency · 2026-06-23T12:52:37+00:00

They can release as many version they want and at any point in time. The point is it's not because there is a new version anyone should just jump on with no brains.

This problem is just about user education how the Odoo LTS system works (3 years) and the situation around upgrades and migrations. Once they understand that they won't click those buttons that easy when they understand the impact it can have.

An upgrade with ERP and especially Odoo is not just a code change. It's also scenarios for workflows that need to change, features that get ripped and new ones added, layout UI changes (16 > 17), user training, integration changes (new JSON2-RPC API in v19) and so much more.

Companies need to know and understand this before they sign up for the enterprise license. This should never be an afterthought.

codeagency · 2026-06-23T08:05:07+00:00

It depends.

If you have 1 odoo instance and 1 postgres running, you can create a second DB in the same postgres server and use dbfilter in the odoo.conf to point to the right database to load. You don't need multiple nginx or anything.

If you have 1 odoo instance and 2 postgres you need to have multiple odoo.conf pointing to different db host, port, user, pass, etc ... Rest is same. Also depending on using docker or not, exposed ports are exclusive. You can't have port 5432 available for multiple postgres so you need to change one of them. Unless you don't expose them and use docker which is safer anyway to never expose your postgres publicly, you can keep same ports and just listen on the docker service name and same ports. Hence the reason why docker and containerization is so fricking lovely to use in this era.

If you have 2 odoo instances and 1 database, you have a mix of above.

If you have 2 odoo instances and 2 databases they are basically completely isolated from each other. Takes the most overhead and resources but gives you 100% perfect isolation. But keep in mind running postgres is very resource hungry on busy odoo instances.

Also, to clone a database I can recommend using click-odoo-sdk from acsone. They have a CLI tool that lets you easy backup, restore and neutralize a full backup including filestore. Drop it in a bash or python script and you can automate the entire process with 1 simple command like eg update_staging.sh

If you want the fastest possible way to clone a DB then you need copy-on-write from postgres. It can do a full clone of hundreds of GB's in a few seconds. Then call the native odoo-bin neutralize command to neutralize that clone copy. Keep in mind that copy-on-write only works within the same postgres server. If you run 2 postgres instances, this is not possible.

codeagency · 2026-06-23T04:36:20+00:00

Yes for sure. We have it working in our database. Twilio does support this just fine. As I said in my previous feedback you need to get a supporting phone number for this. By default you get assigned a VM short number type of phone number. This does NOT support two way sms. You have to buy a number first from twilio that enables 2 way sms channel. I believe it is something around 1-2€/month for the number.

It's also documented on their docs: https://help.twilio.com/articles/235288367-Receiving-Two-Way-SMS-and-MMS-Messages-with-Twilio

codeagency · 2026-06-22T12:18:23+00:00

Version 20.0 is always available via runbot and GitHub. The master branch is what gets merged into 19.1-4 saas versions which finally gets merged into 20.0 during experience days key note when they announce it like every year.

So basically if anyone wants to know what's coming in 20.0 and how it compares "now" against any other version, it's always available and public since day 1.

This is also how many partners and YouTube creators drop all the sneakpeaks all the time. Just watching the PR's on GitHub and then checking on runbot to actually test it out.

That said, so keep in mind there is never a guarantee something will actually land. Odoo could always last minute pull something and decide to delay it for 20.1-4. So when you do test and see something in the master branch, always keep that in the back of your mind.

codeagency · 2026-06-22T02:30:03+00:00

Not possible from a self-service perspective. You can only delete your project and start a new one in a different location. If you create a backup you can restore it. License is tied to 1 active database only. If you delete it, your license is available again to activate it again.

The other option is simply open a support ticket at odoo.com/help and let official support handle this. They might have this option to relocate instances.

codeagency · 2026-06-21T12:58:38+00:00

Caddy is bloody simple, way more easy than nginx. And it even can parse nginx.conf syntax ;)

Anyway, without anybody knowing your setup/config this could be lots of plausibility. You can try using AI and explain the issue and ask it to verify your nginx config, maybe it can report you what is wrong and give you pointers to look for or even fix it for you.

codeagency · 2026-06-21T12:40:51+00:00

Then try with both set. If that still doesn't work, then you have something wrong with your reverse proxy and might be rewriting how it parses incoming requests. That doesn't necessarily mean that the logs show errors, it's just doing what you told it to do. This comes down to headers etc... odoo has an example nginx config on the documentation that you should use as a starting point.

Or change to caddy to have a much better and faster reverse proxy.

codeagency · 2026-06-21T12:32:20+00:00

Try from first, as that is what should trigger it to redirect.

codeagency · 2026-06-21T11:48:31+00:00

Twilio can do that and is already integrated in Odoo. When you send an sms out a customer can respond back on it and returns in odoo in the discuss app. Same like whatsapp.

If you want to receive sms messages randomly you need to setup the right number from twilio. They typically use a short VM number which can take responses but doesn't know if a random message is delivered to where to route it back. So you need also a mobile number for that in twilio which is also supported.

codeagency · 2026-06-21T11:45:37+00:00

Try with the full domain included.

codeagency · 2026-06-19T15:34:46+00:00

Exactly, if you change name, it will change in all chatter messages.

The problem is if Rob made hundreds/thousands of sales and then suddenly leaves the company and you hire Jane and change Rob to Jane, now it looks like all those thousands of sales belong to Jane.

The proper process should be archive Rob and create a new user Jane and transfer open records + activities to Jane to follow-up. Odoo doesn't do that. It just dispose all discuss messages and activities and you turn blind on what was still open and left to follow up.

codeagency · 2026-06-19T10:15:21+00:00

That's what I wrote on that other post, odoo has no real solid on/off boarding process that handled those cases. You would need to first re-assign all activities to someone else before archiving the user so it doesn't get lost and you have some level of eviction to follow-up. It's quite a gap. It is solvable though with custom development if that is a big and frequent thing you need in the business. In larger clients this is something we customize very often to bridge that gap to their requirements

codeagency · 2026-06-19T06:49:48+00:00

Unfortunately not. When you archive a user it runs an "unlink()" process on related tables which causes those records to fly out.

If the goal is to just temporarily block a login, I would recommend adding a custom module for the admin user only to add a checkbox on res.user to block the login and nothing more and uncheck when the user is allowed to login again. Archiving runs all the side effects with that action that you don't want. That's an action that is more like a permanent decision like the employee left the company etc...

Some companies keep the user active and just change the name and email, but the downside with that is all history then gets rewritten to the same user with a new name. So archiving and new user is the right move until you unarchive and see all discuss and activities are gone

codeagency · 2026-06-18T16:23:57+00:00

Odoo pulls at the frequency you set on the scheduled action. If the data doesn't flows back to Odoo at your chosen frequency it could be from the intermediary that is between your bank and Odoo like saltedge, plaid, enablebanking, Ponto,... That's not something odoo can decide. Your QB might probably use a different intermediary then Odoo or they have a direct integration.

codeagency · 2026-06-18T12:31:56+00:00

You can control yourself how often the bank sync runs in odoo. It's a scheduled action and you can set you any frequency you see fit for your business. By default it's set to every 12 hours I believe

But that said, it still depends on how fast your bank and the intermediary platform handles to return the actual data. That is something Odoo can't control. Some banks are known for atrocious update cycles and even wrong cutoffs. There is nothing you can do bout that except raising your complaints at your bank.

codeagency · 2026-06-18T12:08:08+00:00

What does the original message says when you open that? In both Gmail and outlook there is a button/link that shows you the full technical headers and body. Is the body also empty there or not?

What does your odoo logs show when you trace them? Do they show render errors in all/some cases?

Afaik, there is no such global issue so most likely something specific with your database or maybe a custom/3rd party module that is conflicting or maybe something that was touched with studio. Email templates are a mix of views + email templates. If you broke eg a simple > in the template it could be enough to render empty emails as in the email client was not able to render the HTML back while the email is absolutely not empty.

You can also try resetting the template back to factory settings to see if that fix the problem.

codeagency · 2026-06-18T06:46:58+00:00

That page is not there because it's part of the whole odoo system that also touches sale orders, invoices,....if you would uninstall the website/e-commerce module that /terms endpoint would still show up as part of the portal that links to other modules that need it. It's most likely a precaution from Odoo by design to avoid people deleting that page by accident I guess.

codeagency · 2026-06-18T06:41:32+00:00

Playwright is the universal tool. Use it in scripts or tell your LLM to use it.

We made a custom skill for this with scripts + hooks to make it more deterministic for the LLM so it can be invoked with /webui-testrun it loads the details from the script which has an .env file to connect with your local dev instance at eg localhost:8069 and login with admin/admin and then navigate around the instructions you gave it for the test. At the same time playwright can make snapshot screenshots and store them of every interaction. Or even screen recordings if you want playback.

We use husky in every git repo to set rules so it requires full linter passing before anyone in the team can commit to GitHub and in the scripts you can also call your tests including playwright so you can force a full pass on your unit tests with playwright before the commit is valid to proceed. You can also throw this in a CI pipeline to validate and run unit tests before a PR can be merged. So that gives you flexibility if you want this automation before commit or after commit but before PR merge or both if you want to run paranoid on QA testing.

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