Pre-Migration Assessment and Planning

Conducting Comprehensive System Inventory

Begin with a complete technical audit of your Odoo 15 installation covering modules, data, and integrations. Document all custom modules with their exact version numbers, installation sources, and interdependencies. Create a detailed inventory of standard Odoo modules, community apps from OCA repositories, and proprietary third-party applications with their compatibility status. Map database relationships between models, especially custom many2one and many2many fields that could break during version migration. Record all external system connections including payment gateways, shipping carriers, CRM platforms, reporting tools, and B2B integration partners.

Run pip freeze > odoo15_requirements.txt to capture all Python dependencies with exact versions for comparison with Odoo 18 requirements. Execute PostgreSQL queries to measure table sizes, record counts, and identify data quality issues like duplicate records or orphaned data. Query your database to analyze attachment storage consumption with SELECT SUM(file_size) FROM ir_attachment. Document current server infrastructure specifications including CPU cores, RAM allocation, disk I/O performance metrics, and network bandwidth capacity. This comprehensive assessment forms your migration blueprint and reveals potential conflict areas requiring attention.

Analyzing Custom Module Compatibility

Review each custom module for Odoo 18 compatibility by examining code dependencies and API usage. Search for deprecated API decorators like @api.one and @api.multi that need conversion to modern patterns. Identify JavaScript code using the old web client framework that requires migration to the Owl component system. Check XML views for deprecated attributes and widget types no longer supported in Odoo 18.

Create a module complexity assessment categorizing each custom module as low, medium, or high migration effort. Low complexity modules need only manifest updates and minor syntax adjustments. Medium complexity modules require view restructuring and moderate refactoring. High complexity modules demand significant rewrites due to framework changes in the ORM, web client, or reporting system. This analysis determines your development workload and project timeline.

Planning Target Architecture

Design your Odoo 18 architecture to leverage performance improvements while maintaining business continuity. Odoo 18 introduces a redesigned ORM with improved query optimization through better SQL generation and caching. Plan for the new Owl-based web client architecture that replaces the legacy Backbone.js framework. Select PostgreSQL 14 or 15 for optimal performance—Odoo 18 performs best on these versions with enhanced indexing and query planner improvements.

Decide on your deployment topology based on user count and data volume. Single-server setups work well for under 50 concurrent users with moderate data. Multi-server architectures with separate application and database tiers support larger deployments. Consider implementing Nginx as a reverse proxy for SSL termination, caching, and load balancing across multiple Odoo workers. Design backup strategies with defined retention policies, recovery time objectives, and tested restoration procedures.

Establishing Migration Timelines

Build a realistic project timeline based on your assessment findings, allocating 4-8 weeks for the complete migration. Reserve 1-2 weeks for environment setup and custom module adaptation. Allocate 1 week for data migration testing with sample datasets. Plan 1-2 weeks for user acceptance testing with key stakeholders. Include 1 week buffer for unexpected issues and performance tuning. Schedule your production cutover during low-activity periods like weekends or month-end after financial close. This structured timeline ensures thorough testing while managing stakeholder expectations.

Environment Preparation and Module Migration

Setting Up Odoo 18 Environments

Build multiple Odoo 18 environments for controlled testing and deployment. Install Odoo 18 on fresh Ubuntu 22.04 LTS servers with Python 3.10 and PostgreSQL 14. Configure development environments for module adaptation work with full debugging enabled. Create staging environments that mirror production specifications exactly—identical CPU, RAM, disk, and module configuration. Establish production environment with capacity for growth, provisioning 20-30% extra resources beyond current usage.

Install Odoo 18 using official packages for stable deployments or from source for maximum control over customizations. Configure proper file permissions with dedicated odoo user accounts running services. Set up systemd service files for automatic startup and process management. Install required system dependencies including wkhtmltopdf for PDF reports, Node.js for asset compilation, and development libraries for Python packages.

Adapting Custom Modules for Odoo 18

Systematically update each custom module for Odoo 18 compatibility starting with manifest files. Update manifest version to 18.0.1.0.0 and verify all dependencies exist in Odoo 18. Replace deprecated manifest keys with current equivalents. Update Python imports to use current module paths and class names.

Refactor Python code to use modern API patterns. Replace @api.one decorators with proper recordset iteration or @api.model for class methods. Convert @api.multi to standard methods that natively handle recordsets. Update @api.depends decorators with correct field paths for computed fields. Modernize field definitions using new-style declarations with proper attributes. Replace deprecated self.pool references with self.env for all model access.

Update XML views for the new web client structure. Convert form views to use modern field widgets and responsive layout components. Update tree views with current decoration attributes and optional features. Adapt kanban views to leverage Odoo 18’s improved card layouts. Modify QWeb templates to use current t- directive syntax. Remove dependencies on deprecated jQuery plugins and replace with approved alternatives or native JavaScript.

Test each custom module individually in isolated Odoo 18 instances before integration. Create unit tests for business logic, computed fields, and constraint enforcement. Build integration tests verifying module interactions with standard Odoo features. Run performance tests identifying slow queries or memory leaks. Document all changes made to each module for future reference and maintenance.

Migrating Third-Party Applications

Identify all third-party applications and verify Odoo 18 compatibility with vendors. Check the Odoo App Store for updated versions compatible with version 18. Contact vendors directly for enterprise applications requiring upgrade quotes. Evaluate alternatives if current vendors no longer support their applications.

Test payment gateway integrations in sandbox environments before production deployment. Validate Stripe, PayPal, Authorize.net, and other processor connections handle transactions correctly. Update API credentials and webhook endpoints for the new installation. Test refund processing, subscription management, and payment method tokenization.

Validate e-commerce platform integrations including Shopify, WooCommerce, and Magento connectors. Test product synchronization, inventory updates, and order import workflows. Verify customer data mapping and order status updates function correctly. Confirm shipping carrier API integrations with FedEx, UPS, DHL calculate accurate rates and generate proper labels.

Data Migration Architecture

Designing Migration Data Pipelines

Architect a robust three-stage data migration pipeline handling extraction, transformation, and loading with proper dependency management. Stage one extracts data from Odoo 15 using XML-RPC API calls or direct PostgreSQL access for large datasets. Stage two transforms data to match Odoo 18 schema requirements, handling field renames, type changes, and selection value updates. Stage three loads data into Odoo 18 using ORM methods that enforce business logic and constraints.

Plan sequential migration waves based on data dependencies. Wave one handles base data including res.country, res.currency, product.category, and account.account that other records reference. Wave two processes master data like res.partner, product.product, and res.users that transactional data depends on. Wave three migrates transactional data including sale.order, account.move, and stock.picking with proper parent record references. Wave four addresses configuration data like ir.cron schedules, ir.actions automation, and ir.rule security rules.

Implement batching strategies for datasets exceeding 100,000 records. Process records in chunks of 1,000-5,000 to manage memory consumption and prevent database connection timeouts. Create checkpoint mechanisms tracking processed record IDs enabling migration resume after failures. Design your pipeline to run idempotently—rerunning the same migration produces identical results without duplication.

Building Extraction Scripts

Develop Python extraction scripts connecting to Odoo 15 via XML-RPC for API-based access or psycopg2 for direct database queries. Use XML-RPC for standard data with proper business logic enforcement. Use direct SQL for performance-critical extractions of large tables or when bypassing Odoo’s access rules.

Extract data with proper relationship preservation. Export many2one field IDs alongside human-readable display names for validation. Handle many2many relationships by capturing all linked record IDs. Store data in JSON format preserving complex data structures or CSV for simple tabular data. Include metadata like creation dates, last modification times, and record active status.

Implement progress tracking logging extraction speed and record counts. Monitor for errors during extraction and implement retry logic for transient failures. Validate extracted data completeness by comparing record counts between source and export files. Create data quality reports identifying duplicate records, missing required fields, or invalid foreign key references.

Implementing Transformation Logic

Map Odoo 15 data structures to Odoo 18 schema with detailed field-level transformation rules. Handle selection field value changes where options were renamed or restructured between versions. Transform datetime fields to include proper timezone information—Odoo 18 enforces stricter timezone handling. Convert many2one references using external ID mapping tables tracking old record IDs to new system IDs.

Cleanse data during transformation by removing test records, demo data, and obsolete information. Consolidate duplicate partner records using fuzzy name matching and VAT number comparison. Standardize address formats to match local postal conventions. Normalize phone numbers to international format with proper country codes. Update state machine values where workflow states changed between versions.

Implement data enrichment adding information missing in source data. Calculate computed fields that Odoo 15 stored directly but Odoo 18 computes on-demand. Add default values for new required fields introduced in Odoo 18. Populate audit fields like create_uid and write_uid with appropriate user references.

Loading Data into Odoo 18

Implement data loaders using Odoo 18’s ORM methods like create() and write() for proper business logic enforcement. Process data in strict dependency order creating parent records before children to satisfy foreign key constraints. Use external IDs for reliable record identification enabling updates during migration reruns.

Implement comprehensive error handling for validation failures, duplicate detection, and constraint violations. Log detailed error messages including record data, error type, and suggested fixes. Implement skip-and-continue logic allowing migrations to proceed despite individual record failures. Generate error reports summarizing all failed records for manual review.

Create transaction batching committing every 1,000 records to balance performance with rollback granularity. Implement progress checkpointing enabling migration resume after interruptions. Monitor database performance during loading watching for lock contention or slow query execution. These robust loaders ensure reliable, resumable data insertion.

Post-Migration Validation and Performance

Validating Data Integrity

Execute comprehensive validation verifying all data migrated correctly from Odoo 15 to Odoo 18. Compare record counts for every model ensuring no data loss occurred. Verify financial totals including account balances, inventory valuations, and receivables/payables match source system. Validate relational integrity by checking all many2one references resolve to existing records and many2many links preserved correctly.

Run business logic validation ensuring computed fields calculate correctly in the new system. Test workflows by creating sample transactions through complete business cycles. Compare report outputs between Odoo 15 and Odoo 18 for identical data—invoices, balance sheets, inventory reports should match. Perform statistical sampling reviewing 1-5% of records in detail across all critical models.

Implementing Performance Optimization

Optimize PostgreSQL for Odoo 18’s query patterns by analyzing slow queries with pg_stat_statements extension. Create indexes on frequently queried fields lacking proper indexing. Tune PostgreSQL configuration parameters including shared_buffers (25% of RAM), work_mem (calculated per worker), and effective_cache_size (75% of RAM).

Configure Odoo worker processes based on server resources using formula: workers = (CPU_cores * 2) + 1. Implement proper caching strategies using Redis for session storage and CDN for static assets. Enable Odoo’s built-in asset optimization minifying JavaScript and CSS files. Configure database connection pooling using pgBouncer for efficient connection management.

Conducting User Acceptance Testing

Engage business users from each department validating their specific workflows in Odoo 18. Have sales teams test quotation creation, order processing, and customer management. Ask accounting staff to verify invoice generation, payment recording, and financial reporting. Involve warehouse personnel testing inventory operations, picking processes, and delivery management.

Test edge cases and exception scenarios often missed in standard testing. Validate multi-currency transactions, inter-company transfers, and complex approval workflows. Test system behavior under load with multiple concurrent users. Collect detailed feedback on interface changes, performance perceptions, and functional gaps. Document all identified issues with severity ratings and resolution priorities.

Establishing Monitoring and Maintenance

Implement comprehensive monitoring tracking system health, performance metrics, and error rates. Configure Prometheus or New Relic for application performance monitoring. Set up log aggregation with ELK stack or Graylog for centralized troubleshooting. Enable PostgreSQL monitoring tracking query performance, connection counts, and database size growth.

Establish alert thresholds for critical metrics including CPU usage above 80%, memory exhaustion, disk space below 20%, and error rate spikes. Configure notifications via email, Slack, or PagerDuty for immediate team response. Create health check endpoints monitoring critical system components and integration connectivity.

Implement automated backup procedures with daily full database backups and continuous filestore synchronization. Test backup restoration regularly verifying recovery procedures work correctly. Document operational procedures for common maintenance tasks including module updates, user management, and system configuration. Plan regular update cycles for security patches and feature enhancements. These practices ensure long-term system stability and operational excellence.