recruitment app

Complete Process Documentation

Here's the complete documentation of the process for migrating recruitment data from Odoo 16 to Odoo 18:

1. Connecting to Odoo via API

First, we need to establish a connection to both Odoo instances using their XML-RPC API. This requires:

• URL of the Odoo instance
• Database name
• Username/email
• Password

2. Export Process from Odoo 16

1. Connect to Odoo 16:

   python
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   odoo16 = OdooAPI(
       url='https://16.caltek.net',
       db='ctnov9',
       username='kmw@caltek.net',
       password='your_password'
   )
   odoo16.connect()

2. Fetch all job applications:

   python
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   applicants = odoo16.get_job_applications()

3. Process applicants in batches:
   • For each applicant:
     • Get their basic information (name, email, phone, job position)
     • Get attachments (resumes)
     • Get communication history (messages)
     • Get activities
4. Save data to JSON files:

   python
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   with open(os.path.join(export_dir, batch_filename), 'w') as f:
       json.dump(export_data, f, indent=2)

3. Analyzing Odoo 18 Structure

Before importing, we needed to understand the structural differences between Odoo 16 and 18:

1. Examine fields in Odoo 18:

   python
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   applicant_fields = odoo18.get_model_fields('hr.applicant')

2. Key Differences Found:
   • Odoo 18 introduces a new hr.candidate model
   • Each applicant must be linked to a candidate via candidate_id
   • The candidate model stores the person's information, while the applicant model represents a specific job application

4. Import Process to Odoo 18

1. Connect to Odoo 18:

   python
   Copy
   odoo18 = Odoo18ImportAPI(
       url='https://caltek.net',
       db='caltek_18a',
       username='kmw@caltek.net',
       password='your_password'
   )
   odoo18.connect()

2. Import process for each applicant:
   • Create or find a job position
   • Create a hr.candidate record (or find existing by email)
   • Create a hr.applicant record linked to the candidate
   • Upload resume files to both candidate and applicant
   • Create message history

5. Key API Methods

1. Search and Read Records:

   python
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   def search_read(self, model, domain=None, fields=None, limit=None):
       return self.models.execute_kw(
           self.db, self.uid, self.password,
           model, 'search_read', [domain], kwargs
       )

2. Create Records:

   python
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   def create(self, model, values):
       return self.models.execute_kw(
           self.db, self.uid, self.password,
           model, 'create', [values]
       )

3. Upload Attachments:

   python
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   def upload_attachment(self, file_path, res_model, res_id, description=None):
       # Read file as binary data
       with open(file_path, 'rb') as file:
           file_data = file.read()
       
       # Create attachment record with base64 encoded data
       attachment_data = {
           'name': os.path.basename(file_path),
           'datas': base64.b64encode(file_data).decode('utf-8'),
           'res_model': res_model,
           'res_id': res_id,
       }
       
       return self.create('ir.attachment', attachment_data)

6. Field Mappings between Odoo 16 and 18

7. Major Structural Changes

1. Two-Level Structure:
   • Odoo 16: Single hr.applicant model for both candidate info and application
   • Odoo 18: Separate hr.candidate model (person) and hr.applicant model (application)
2. Benefits of New Structure:
   • One candidate can have multiple applications
   • Better separation of personal data and application data
   • Improved candidate tracking and pipeline
3. Import Implications:
   • Must create candidate records first
   • Link applicants to candidates
   • Maintain both entities for complete data

8. Best Practices for Large Migrations

1. Batch Processing: Export and import in manageable batches (50 records)
2. Error Handling: Robust error handling to prevent entire process from failing
3. Resume Uploads: Upload attachments to both candidate and applicant records
4. Message History: Preserve communication history for both entities
5. Incremental Testing: Test with small batches before full migration

This documentation should help others in the Odoo Community Association understand the significant changes to the recruitment module in Odoo 18 and provide a template for migrating their own data.