bmad-odoo-dev
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BMAD-METHOD expansion pack for comprehensive Odoo ERP development workflows
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# Odoo Module Development Checklist
## Pre-Development Phase
### Requirements Analysis
- [ ] Business requirements clearly documented and approved
- [ ] Technical architecture reviewed and approved
- [ ] Module scope and boundaries defined
- [ ] Dependencies on other modules identified
- [ ] User roles and permissions requirements specified
- [ ] Integration requirements documented
- [ ] Performance requirements defined
- [ ] Security requirements specified
### Environment Setup
- [ ] Development environment set up with correct Odoo version
- [ ] Git repository initialized with proper branching strategy
- [ ] Code quality tools configured (flake8, pylint-odoo, pre-commit)
- [ ] Testing framework set up
- [ ] Documentation structure created
- [ ] Backup procedures tested
## Module Structure Phase
### Basic Module Structure
- [ ] Module directory created with proper naming convention
- [ ] `__init__.py` files created in all necessary directories
- [ ] `__manifest__.py` file created with proper metadata
- [ ] Directory structure follows Odoo conventions:
```
module_name/
├── __init__.py
├── __manifest__.py
├── models/
├── views/
├── security/
├── data/
├── demo/
├── static/
├── tests/
└── README.rst
```
### Manifest File (`__manifest__.py`)
- [ ] Module name follows naming conventions
- [ ] Version number is appropriate for target Odoo version
- [ ] Category is correctly specified
- [ ] Author includes OCA reference (if applicable)
- [ ] License is specified (AGPL-3 for OCA modules)
- [ ] Dependencies are correctly listed
- [ ] Data files are listed in correct order
- [ ] Demo data files are properly specified
- [ ] External dependencies are documented
- [ ] Module is marked as installable
- [ ] Auto-install is set appropriately
## Model Development Phase
### Model Definition
- [ ] Model name follows naming conventions (`module.model`)
- [ ] Model description is clear and meaningful
- [ ] Proper inheritance pattern used (`_inherit` vs `_inherits`)
- [ ] Table name is appropriate (for `_name` models)
- [ ] Record name field (`_rec_name`) is specified if needed
- [ ] Default order (`_order`) is defined appropriately
- [ ] Required mixins are inherited (`mail.thread`, `mail.activity.mixin`)
### Field Definitions
- [ ] Field names are descriptive and follow conventions
- [ ] Field types are appropriate for data being stored
- [ ] Required fields are properly marked
- [ ] String labels are user-friendly and translatable
- [ ] Help text is provided for complex fields
- [ ] Default values are set where appropriate
- [ ] Selection field options are comprehensive
- [ ] Related fields are properly configured
- [ ] Computed fields have proper dependencies
- [ ] Store parameter is used appropriately for computed fields
### Model Methods
- [ ] CRUD methods (`create`, `write`, `unlink`) are properly overridden
- [ ] Business logic is implemented in appropriate methods
- [ ] API decorators are used correctly (`@api.depends`, `@api.constrains`)
- [ ] Method names follow conventions
- [ ] Methods have proper docstrings
- [ ] Error handling is implemented
- [ ] User-friendly error messages are provided
- [ ] Methods handle recordsets properly
### Constraints and Validations
- [ ] SQL constraints are defined where appropriate
- [ ] Python constraints are implemented for complex validations
- [ ] Unique constraints are properly defined
- [ ] Foreign key constraints are considered
- [ ] Data integrity is maintained
- [ ] Validation error messages are user-friendly
- [ ] Performance impact of constraints is considered
## View Development Phase
### Form Views
- [ ] Form structure is logical and user-friendly
- [ ] Header section includes appropriate buttons and statusbar
- [ ] Fields are properly grouped and organized
- [ ] Notebook structure is used for complex forms
- [ ] Invisible and readonly conditions are properly set
- [ ] Required field indicators are shown
- [ ] Field widgets are appropriate for data types
- [ ] Chatter is included for mail.thread models
- [ ] Form follows Odoo UI/UX guidelines
### Tree/List Views
- [ ] Important fields are visible in tree view
- [ ] Field order is logical for user workflow
- [ ] Decorations are used to highlight important states
- [ ] Grouping is configured where appropriate
- [ ] Sorting is configured appropriately
- [ ] Column widths are reasonable
- [ ] Handle widget is used for sequence fields
- [ ] Actions are available where needed
### Search Views
- [ ] Key fields are available for search
- [ ] Filters are provided for common use cases
- [ ] Group by options are logical
- [ ] Default filters are set appropriately
- [ ] Search filters are clearly labeled
- [ ] Advanced search options are available
- [ ] Filter combinations work correctly
### Menu and Actions
- [ ] Menu structure is logical and follows Odoo patterns
- [ ] Menu items have appropriate sequence
- [ ] Actions are properly configured
- [ ] Context and domain are set appropriately
- [ ] Help text is provided for actions
- [ ] Access rights are properly set
- [ ] Icons are appropriate and consistent
## Security Implementation Phase
### User Groups
- [ ] User groups are business-oriented and logical
- [ ] Group hierarchy is properly designed
- [ ] Group categories are appropriate
- [ ] Implied groups are set correctly
- [ ] Group descriptions are clear
- [ ] Demo data includes proper group assignments
### Access Rights (`ir.model.access.csv`)
- [ ] All models have appropriate access rights
- [ ] CRUD permissions are properly set
- [ ] Access rights follow principle of least privilege
- [ ] Manager groups have appropriate elevated permissions
- [ ] System administrator access is considered
- [ ] Multi-company access is handled appropriately
### Record Rules
- [ ] Record-level security is implemented where needed
- [ ] Rules are properly scoped to user groups
- [ ] Domain filters are correctly written
- [ ] Multi-company rules are implemented
- [ ] Performance impact is considered
- [ ] Global rules are used appropriately
- [ ] Rule combinations work correctly
### Field-Level Security
- [ ] Sensitive fields have appropriate restrictions
- [ ] Field groups are used for advanced permissions
- [ ] Read-only conditions are properly implemented
- [ ] Field visibility is controlled appropriately
## Integration and API Phase
### External Integrations
- [ ] API endpoints are properly secured
- [ ] Authentication mechanisms are implemented
- [ ] Input validation is comprehensive
- [ ] Error handling is robust
- [ ] Rate limiting is considered
- [ ] API documentation is complete
- [ ] Integration testing is thorough
### Internal Integrations
- [ ] Module dependencies are minimal and appropriate
- [ ] Integration points are well-defined
- [ ] Data flow between modules is efficient
- [ ] Circular dependencies are avoided
- [ ] Module interfaces are stable
- [ ] Backward compatibility is maintained
## Data Management Phase
### Master Data
- [ ] Demo data is comprehensive and realistic
- [ ] Data files are properly structured
- [ ] XML data follows Odoo conventions
- [ ] CSV imports are efficient and reliable
- [ ] Data migration scripts are tested
- [ ] Data integrity is maintained
### Configuration Data
- [ ] System parameters are properly configured
- [ ] Email templates are created where needed
- [ ] Scheduled actions are properly configured
- [ ] Server actions are implemented correctly
- [ ] Report templates are created
- [ ] Workflow configurations are complete
## Testing Phase
### Unit Testing
- [ ] Test files are properly structured
- [ ] Test coverage is adequate (>80% for custom code)
- [ ] All business logic is tested
- [ ] Edge cases are covered
- [ ] Error conditions are tested
- [ ] Test data setup is efficient
- [ ] Tests are independent and repeatable
- [ ] Test names are descriptive
### Integration Testing
- [ ] Module integration is tested
- [ ] View rendering is tested
- [ ] Form submissions are tested
- [ ] Security rules are tested
- [ ] API endpoints are tested
- [ ] External integrations are tested
- [ ] Performance is tested with realistic data
### Manual Testing
- [ ] All user workflows are tested manually
- [ ] UI/UX is validated by business users
- [ ] Error messages are user-friendly
- [ ] Performance is acceptable
- [ ] Cross-browser compatibility is verified
- [ ] Mobile responsiveness is tested
- [ ] Accessibility is validated
## Code Quality Phase
### Code Standards
- [ ] Code follows PEP 8 standards
- [ ] Pylint-odoo checks pass without warnings
- [ ] Flake8 checks pass
- [ ] Code is properly formatted
- [ ] Import statements are organized
- [ ] No unused imports or variables
- [ ] No debug statements left in code
### Documentation
- [ ] All public methods have docstrings
- [ ] Complex logic is commented
- [ ] README.rst is complete and accurate
- [ ] API documentation is generated
- [ ] User documentation is available
- [ ] Installation instructions are clear
- [ ] Known issues are documented
### Performance
- [ ] Database queries are optimized
- [ ] N+1 query problems are avoided
- [ ] Indexes are created where needed
- [ ] Large datasets are handled efficiently
- [ ] Memory usage is reasonable
- [ ] CPU usage is optimized
- [ ] Response times meet requirements
## Deployment Phase
### Pre-Deployment
- [ ] Module is tested in staging environment
- [ ] Database migration scripts are tested
- [ ] Backup procedures are verified
- [ ] Rollback plan is prepared and tested
- [ ] Deployment checklist is prepared
- [ ] Stakeholder approval is obtained
### Deployment
- [ ] Module installs without errors
- [ ] Data migration completes successfully
- [ ] All views render correctly
- [ ] Security rules are applied correctly
- [ ] Integration points work correctly
- [ ] Performance is acceptable in production
- [ ] No regression in existing functionality
### Post-Deployment
- [ ] Smoke tests pass
- [ ] User acceptance testing is completed
- [ ] Performance monitoring is active
- [ ] Error logging is configured
- [ ] Support documentation is available
- [ ] Training is provided to users
- [ ] Feedback collection is active
## Maintenance Phase
### Ongoing Maintenance
- [ ] Update procedures are documented
- [ ] Compatibility with new Odoo versions is maintained
- [ ] Security patches are applied promptly
- [ ] Performance is monitored regularly
- [ ] User feedback is collected and addressed
- [ ] Bug fixes are tested thoroughly
- [ ] Documentation is kept current
### Version Management
- [ ] Version numbering follows semantic versioning
- [ ] Release notes are maintained
- [ ] Migration guides are provided
- [ ] Backward compatibility is maintained
- [ ] Breaking changes are properly communicated
- [ ] Support lifecycle is defined
## Final Review
### Pre-Release Checklist
- [ ] All development checklist items completed
- [ ] Code review completed by senior developer
- [ ] Architecture review completed
- [ ] Security review completed
- [ ] Performance review completed
- [ ] Documentation review completed
- [ ] User acceptance testing completed
- [ ] Stakeholder sign-off obtained
### Release Preparation
- [ ] Release notes prepared
- [ ] Installation guide updated
- [ ] Upgrade guide prepared (if needed)
- [ ] Support documentation updated
- [ ] Training materials prepared
- [ ] Communication plan executed
- [ ] Deployment plan finalized
## Notes Section
**Additional Considerations:**
- Module-specific requirements or constraints
- Performance benchmarks or targets
- Integration-specific validation points
- Business-specific validation criteria
- Compliance or regulatory requirements
**Sign-off:**
- [ ] Developer: _________________ Date: _______
- [ ] Code Reviewer: _____________ Date: _______
- [ ] Technical Lead: ____________ Date: _______
- [ ] Product Owner: _____________ Date: _______