Dear Odoo Community Members,
I am reaching out to seek your support and expertise regarding a migration project we are currently undertaking within our Odoo v18 environment.
We have recently migrated our database from an older version to Odoo v18. Previously, we had a custom field to select "Branches" across various relevant records (sales, invoices, etc.). With the new functionality to have actual `res.company` records as branches, we are planning to implement these old "Custom Branches" into Odoo-supported branches.
The primary challenge is that our client requests the migration of all historical data from the old "Custom Branches" to the newly created `res.company` records. We are developing a server-side action that will run as a scheduled action to migrate the `company_id` field from the old company ID (1) to the new branch company ID (4).
Additionally, it is crucial to consider that accounting records do not exist in isolation; they have related records such as payments and partial reconciliations. We need to ensure that all these related records are correctly updated to reflect the new company structure.
To ensure the success of this migration, we would greatly appreciate any information regarding:
- Success Stories and Case Studies: Examples of similar migrations that have been successfully executed, including the challenges faced and the solutions implemented.
- Technical Best Practices: Guidance on the most effective methods to perform this migration, including the recommended sequence for migrating different types of records and strategies for handling dependencies between them.
- Potential Pitfalls and Mitigation Strategies: Insights into common issues encountered during similar migrations and how to proactively address them.
- Tool Recommendations: Any Odoo-native or third-party tools that could facilitate or streamline the migration process.
Our goal is to execute this migration with minimal disruption to our operations and maximum data accuracy. We appreciate any support or resources you can share.
