topic development of odoo based corporate governance support system phát triển hệ thống hỗ trợ quản trị doanh nghiệp dựa trên odoo

5 View customer When the staff needs to inspect the customer information or find a specified customer, he will go to the view customer screen and find the customer.. 8 Edit customer stat

VIETNAM NATIONAL UNIVERSITY HO CHI MINH CITY UNIVERSITY OF INFORMATION TECHNOLOGY FACULTY OF SOFTWARE ENGINEERING

-🙞🙜🕮🙞🙜 -MAJOR PROJECT 1 REPORT

TOPIC DEVELOPMENT OF ODOO-BASED CORPORATE

GOVERNANCE SUPPORT SYSTEM [ PHÁT TRIỂN HỆ THỐNG HỖ TRỢ QUẢN TRỊ DOANH

NGHIỆP DỰA TRÊN ODOO ]

Instructors: Ph.D Nguyen Trinh Dong

Students perform:

Ho Chi Minh City, December 2023

OBSERVE (Instructor's)

LIST OF GROUP MEMBERS

TÀI LIỆU VỀ ODOO TIẾNG VIỆT (do cá nhân biên dịch)Error! Bookmark not

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Acknowledgments

To successfully complete this project, I am fortunate to have received valuable assistance and support from respected teachers Therefore, I would like to dedicate the opening pages to express my gratitude to those who have accompanied me during this period

Firstly, I would like to extend my deep appreciation to all the professors at the University

of Information Technology in general and the Software Engineering Department in particular Special thanks to Ph.D Nguyen Trinh Dong, who has been an inspiring figure, providing dedicated guidance and support in terms of knowledge He has created a conducive environment for me to learn, exchange ideas with peers, and collaborate with fellow researchers

Despite putting in significant effort to perfect the thesis, it is inevitable that there may be some shortcomings and limitations I sincerely hope to receive understanding and constructive feedback from respected teachers

CHAPTER 1 : OVERVIEW OF TOPIC

1.1 Initial problem

To keep up with the rapid pace of global economic development in general and Vietnam

in particular, businesses require high operational productivity in a competitive business environment They need to meet the demands in management, market, and customer service

Recognizing this need, I decided to choose the topic "DEVELOPING AN ENTERPRISE MANAGEMENT SUPPORT SYSTEM BASED ON ODOO" for my thesis (supervised by Ph.D Nguyen Trinh Dong) With the open potential for Enterprise Resource Planning (ERP) systems today, Odoo Framework is gradually gaining a prominent position in the Vietnamese market With a dedicated research and development team, Odoo is consolidating its position in the list of versatile platforms catering to the needs of businesses and organizations of various sizes, offering both Community and Enterprise versions

As a student with limited financial resources, I chose to develop the product on the Community version and operate the website on local hosting TripleC simulates a business based on real-world needs that have not yet been approached by enterprise resource planning systems TripleC promises to be a powerful tool for businesses in system management, applicable to human resources management, customer care, planning, and project management

to expand business potential, reach more customer groups, and significantly reduce time in business operations It aims to provide a better experience with the current workload."

1.2 Solutions

To successfully complete the project, it is necessary to research the following aspects:

• Conduct specific research on the workflow, requirements, and needs of the business

in the areas of human resources management, customer care, planning, and project management

• Identify the essential fields for the enterprise management system, including functions and features, information and data, security requirements, and user interaction requirements

1.3 Project objectives

Building the TripleC website

• Successfully implementing the basic functions of a business resource management website

• Applying to human resources management, customer care, planning, and project management systems

Used tools :

• Tools for analysis and design: draw.io, plantuml

• Tools for application development and database management: Odoo 14

• Project management tool: Github

• Text editing tools: Excel, Word."

1.5 Odoo overview

This section will exclusively concentrate on providing an overview of the information related to Odoo that revolves around the subject matter of the ongoing project

What is Odoo?

• Odoo is an open-source ERP software written in the Python programming language

In this context, ERP (Enterprise Resource Planning) refers to the integration of components to manage a business For example, a business may have various departments such as inventory management, sales, employee management, point of sale (POS), etc These modules are integrated into a management software, Odoo, instead of each department using a separate

application Thus, ERP is an optimal solution for businesses, and Odoo ERP stands out as one

of the most valuable software options to implement this solution effectively

• Understanding the workflow of the components within a business is crucial for utilizing Odoo efficiently

• Since Odoo is open-source, developers can program additional modules (addons/extensions) to meet specific user needs and must adhere to the principles corresponding to the Odoo-provided framework

Odoo introduction

• Odoo Homepage: https://www.odoo.com/

• Odoo source code is hosted on Github: https://github.com/odoo/odoo

• Formerly known as OpenERP 5/post/odoo-the-new-openerp-156)

(https://www.odoo.com/blog/odoo-news-• Current Odoo version as of 2023: v16.0

• Two versions of Odoo: Odoo Community (free, open-source on Github) and Odoo Enterprise (paid); https://www.odoo.com/page/editions

• Odoo provides cloud services odoo.sh: https://www.odoo.sh/

• Odoo offers both free and paid modules on the store: https://apps.odoo.com/apps

• User documentation for Odoo:

Odoo Technical Platform

• Primary programming language: Python

• CMS backend: Python

• Frontend: Backbone JS, jQuery, underscore.js, D3.js

• DBMS: Postgres

• Proxy: Nginx

Odoo's operational flow provides components such as:

• User login/logout management

• MVC architecture: Model - View - Controller

• ORM binding: Creating Python classes -> mapping to tables in the Postgres database

Customization on the Odoo framework makes software development significantly faster than starting from scratch, presenting a substantial advantage Currently, no competitive rival has been found on the Python platform

CHAPTER 2 : SURVEY AND ANALYSIS OF REQUIREMENT

Survey Participants: Management personnel

Q&A Table

What is the scale of the business? Small and medium-sized enterprises

Business departments? Includes 2 departments: Human Resources

and Customer Care, along with other departments related to the nature of the business

Responsibilities of each department? Human Resources Department: Manage

attendance, recruitment and training of personnel,employee information management

Customer Care Department: Manage customer information, handle and process complaints, show appreciation to

customers

Employee attendance method? Employees use a time clock machine for

attendance

Information required from customers? Customers need to provide their name and

phone number

In case a customer refuses to provide

information, what happens?

If a customer refuses to provide information or provides false information, they may be denied reception and complaint resolution/support

Does the business have Internet access? Yes

Does the business provide computers to

employees?

The business usually provides computers

to managers; other employees are required

to use their personal computers during work

Does the business need store management

software?

Yes

If using store management software, what

functionalities would the business want?

Customer management, human resources management, statistics, reporting

If there is software/website, how would

you like its interface?

User-friendly, easy to operate

2.1.2 Current organization status

Overall model description :

Management department The highest responsible department in the

store It oversees, reviews, and makes decisions regarding the store's operations

It ensures proper allocation of human resources and monitors detailed reports on the store's performance (revenue, customer volume, bestselling items, monthly reports, etc.)

Human Resources Department Manages information on departments and

employees within the business

Oversees attendance management

Manages recruitment and training processes

Administers reward and penalty systems Customer Care Department: Manages customer information

Handles and resolves complaints and support requests

Manages transaction points and decisions related to customers

2.1.3 Current state of informatics

Software and Hardware Requirements Compliance

Management Department Staff Department Hardware component CPU : Intel Core i3-8100

RAM : 4GB Hard Disk : 256GB (HDD) Video Card : Intel HD Graphics 630

CPU Intel : Intel Core

i3-4130 RAM : 4GB Hard Disk : 256GB (HDD) Video Card : Intel HD Graphics 4400

Software component Microsoft Windows 10 Operating System Licensed

Many type of filter

7 Delete Employee Move the employee to the contract termination list

Candidates

Many type of filter

9 Delete Candidate Add the candidate to the rejected candidate list,

with corresponding rejection reasons, and send a thank-you email

10 Schedule Interview Add candidates to the interview waiting list and

send batch emails notifying them about the interview details

1

13

Create Training List Add candidates to the training list (candidates

passing the training process will be added to the official employee list)

Fields include: training start date, candidate, training duration, process reports, etc

18 Admin Search for

28 Evaluate customer Evaluate customers based on

potential/customer policy violations/customer notes.

- CPU: 2-core or higher - OS : Android 4.4, IOS

Smart phone RAM: 2GB or higher - Browser : Any browser

with Cookies Server system - CPU: 4-Core or higher

with a staff member

Actor

X: User has full permission to do the action

X(*): User has permission to do the action on his own items

X(**): User has permission to do the action on items sent to him only

X (1): reading permission is specified for each Error Form item regarding to Location

of the item For example, items, which have Location = “London”, are only read by

employees of the location.

- New password must not match the old one

- New password must follow the password rule

in BR1

- The duration between the time user choose to

send reset link with the time user click reset link must less than 15 minutes

If [clickDate - sendDate] > 15m: “Sent out of time bound message”

- If [submitDate - sendDate] > 15m: “Send reset link is out of date”

- Recipients list must not be empty

- Send mail with the template below:

From [Current user] or [current

- note must not be empty

medium-Promises to bring many interface innovations, thereby supporting users to easily access and use the product, improve work efficiency, save time and costs in many aspects

• Project title: TripleC Enterprise Management System

• Languages: Python, XAML

• Development environment: InteliJ, Odoo

• Project management tools: Github, Google Drive, Odoo

• Quality requirements: the software is simple, efficient, user-friendly and ensures an aesthetic that inspires users

• Legal conditions and bases: legal

exception and must cope with the diversity of products and various operational tasks, including human resources and customer care, which require significant costs in terms of both manpower and resources A user-friendly, comprehensive, and visually appealing management system with multitasking features is essential for both business owners and employees, aligning with the project's objectives

• Suitable for businesses with 5 - 50 employees

• Target audience: small and medium-sized enterprises, sole proprietorships

2.5.5.2 Technology Platform

The system will be developed online using the Odoo Framework, utilizing the Postgres database management system Currently, access is limited to local hosts through LogMeIn Hamachi However, with successful implementation and financial support for server construction, users will access the website via web browsers on various platforms The system will be built online using AWS as the platform and Postgres as the database management system Users can access the application via Android or iOS smartphones

This project aims to provide a comprehensive and efficient management solution for

small to medium-sized enterprises, enhancing overall operational efficiency and reducing costs

2.5.6 Evaluation

2.5.6.1 Risks

Several potential issues may arise for auditors or initial system administrators

Odoo, being a relatively new platform, poses challenges in terms of learning and seeking assistance

Familiarization may take some time due to specialized operations and business-oriented requirements

The software currently can only be accessed via the local host using LogMeIn Hamachi However, with successful implementation and financial support, users will be able to access the website through web browsers on various platforms

There is significant competition with major competitors due to the rapid development

of various store management software in the market

2.5.6.2 Economic Impact

The project promises high economic efficiency by saving labor, time, and costs

It holds potential for software coverage in rural areas, where access to large-scale website systems is limited

2.6 Usecase & Diagram

2.6.1 General usecase

2.6.1.1 Description of Actors

the system

report for other staffs

2.6.1.2 Description of Use Cases

1 Authenticate Staff need to authenticate before doing anything in the system

2 Change password When the staff thinks that the old password isn’t secure

anymore or he just simply wants to update to the new password,

he can change the password

3 Reset password If the staff forgets his password, he can request the AMS to

reset his password, the reset password link will be sent via email, the staff can access that link and change the password to the new one

4 Send mass email Sometimes, the staff needs to send a lot of emails to all staff of

a department or something like that, so he can use this feature

to send a mass email immediately

5 View customer When the staff needs to inspect the customer information or find

a specified customer, he will go to the view customer screen and find the customer

6 Contact customer The staff can contact a customer with his contact information

when the staff is viewing the customer’s detailed profile

7 View customer request Any customer can send requests to the staff to help them, these

requests are distributed to all customer service staff, customer service staff can view those requests and then resolve it

8 Edit customer status Evaluate by statuses: potential customers/policy

violations/customer notes

9 View request VIew all reporting requests that other staff assigned to you

10 Reject report request If the staff feels that a report request seems unreasonable, he

can reject it with the reason why that request is invalid

11 Request report When a staff member needs to know more about a department's

business status, he can request other staff who are responsible for that field of the business to make a report

12 Cancel report request When the report request is not necessary anymore, the staff

who is the owner of the report request can cancel the report request, so that other staff don’t need to make the report

13 Create report Company staff can create reports and post them to the

company's database

14 Change staff profile Modify staff profile (name, phone, address, citizen id)

15 View timekeeping list The human resource staff member can view the timekeeping

18 Add staff When a new employee joins the company, the human resource

staff can add a new staff account for the new employee

19 View staff The staff member can view the staff profile

20 Terminate the labor

contract with a staff

23 View interview result The HR staff member can view the interview result of all

applicants

24 Reject applicant The HR staff member can reject applicants

25 Create training lists The HR staff member can create training lists

26 Send interview result to

applicant

The HR staff member can send the interview result to applicants after the interview result was created

27 Create department The HR staff member can create a new department

28 Edit department profile The HR staff member can modify the department profile

29 Delete department The HR staff member can delete a department

30 View department The HR staff member can view the department

31 View department's change

history

The HR staff member can view the department’s change history

32 Edit staff permission The HR staff member can edit the staff permission

2.6.2 Usecase specification

UC-1 Authenticate

ID and Name: UC-1 Authenticate

Created By: Hoàng Giang Date Created: 14/10/2023

Primary Actor: Staff Secondary

Actors:

Account Management System (AMS)

Description: Staff need to authenticate before doing anything in the system

Trigger: None

Preconditions: None

Postconditions: Staff authenticate successfully to the system

Normal Flow:

Alternative Flows: 1.1 The staff has already logged in to the system recently

1 The staff uses an arbitrary function in the system

2 AMS detects that the staff has logged in to the system recently, so AMS doesn’t require the staff to login again but allows the staff to continue his operation

Exceptions: 1.0.E1 The credential information of the staff is invalid

1 AMS informs the staff that his credential information is invalid

2 The staff re-enters username and password

2a If the username and password is valid, AMS informs the staff that

he has successfully logged in 2b If the username and password is invalid, allow the staff to re-enter the credential information

2c If it’s the 4th try, the staff won’t have permission to try again within

30 minutes

Business rule

Activity BR code Description

- Username and password must have at least 6 character

- Username must not contain space

UC-2 Change password

UC-2 Change password

ID and Name: UC-2 Change password

Created By: Hoàng Giang Date Created: 14/10/2023

Primary Actor: Staff Secondary

Actors:

Account Management System (AMS)

Description: When the staff thinks that the old password isn’t secure anymore or

he just simply wants to update to the new password, he can change the password

Trigger: None

Preconditions: The staff password is the old password

Postconditions: POST-1 The staff’s password is updated to the new one

POST-2 All devices that have already logged in will be logged out instantly

Normal Flow:

Alternative Flows: 2.1 The staff change password by accessing the reset password

link

1 The staff enters the new password 2 times

2 AMS examines the new password and changes the staff’s password to the new one

3 AMS informs via email that the staff’s password has changed

- New password must not match the old one

- New password must follow the password rule

in BR1

UC-3 Reset password

ID and Name: UC-3 Reset password

Created By: Hoàng Giang Date Created: 14/10/2023

Primary Actor: Staff Secondary

Actors:

Account Management System (AMS)

Description: If the staff forgets his password, he can request the AMS to reset his

password, the reset password link will be sent via email, the staff can access that link and change the password to the new one

Trigger: None

Preconditions: The staff password is the old password

Postconditions: POST-1 The staff’s password is updated to the new one

POST-2 All devices that have already logged in will be logged out instantly

Normal Flow:

Alternative Flows: None

Exceptions: None

Business rule

Activity BR code Description

Clicks on reset link BR3 Timing rules:

- The duration between the time user choose

to send reset link with the time user click

reset link must less than 15 minutes

If [clickDate - sendDate] > 15m: “Sent out of time bound message”

- If [submitDate - sendDate] > 15m: “Send reset link is out of date”

UC-4 Send mass email

ID and Name: UC-4 Send mass email

Created By: Hoàng Giang Date Created: 14/10/2023

Primary Actor: Staff Secondary

Actors:

Account Management System (AMS)

Description: Sometimes, the staff needs to send a lot of emails to all staff of a

department or something like that, so he can use this feature to send

a mass email immediately

Trigger: None

Preconditions: None

Postconditions: The email is instantly sent to all staff specified

Normal Flow:

Alternative Flows: None

Exceptions: 4.0.E1 Some email addresses not found

1 AMS displays the list of email addresses that can not be found

2 The staff changes these misspelling email addresses

3 AMS resent the email to the new email addresses 3a If there are any email addresses that can not be found, return to step 1

3b Else AMS informs that the email is successfully sent

4 Return to step 2 of normal flow

- Send mail with the template below:

From [Current user] or [current

Thank you

Permission rules:

- Current user must have the permission to send mass email

UC-5 View customer

ID and Name: UC-5 View customer

Created By: Hoàng Giang Date Created: 14/10/2023

Primary Actor: Customer service

staff

Secondary Actors:

Customer Service System (CSS)

Description: When the staff needs to inspect the customer information or find a

specified customer, he will go to the view customer screen and find the customer

Trigger: None

Preconditions: PRE-1 The staff has already logged in

PRE-2 The staff has permission to view the customer list

Postconditions: POST-1 The system displays a list of customers that match the staff

1 In the customer list screen, the staff selects a customer that he wants to view detailed information

2 CSS displays the detailed profile of the specified customer to the screen

Exceptions: None

Business rule

Activity BR code Description

UC-6 Contact customer

ID and Name: UC-6 Contact customer

Created By: Hoàng Giang Date Created: 14/10/2023

Primary Actor: Customer service

staff

Secondary Actors:

Customer Service System (CSS)

Description: The staff can contact a customer with his contact information when

the staff is viewing the customer’s detailed profile

Trigger: None

Preconditions: PRE-1 The staff has already logged in

PRE-2 The staff has permission to view the customer profile

Postconditions: The staff successfully contacts the customer

Normal Flow:

Alternative Flows: None

Exceptions: 6.0.E1 The system can not contact the customer

1 CSS informs the staff that the system can not contact the customer

2a If the contact information is misspelling, the staff can update it 2b The staff marks the customer unable to contact

- message must not be empty

UC-7 View customer request

ID and Name: UC-7 View customer request

Created By: Hoàng Giang Date Created: 14/10/2023

Primary Actor: Customer service

staff

Secondary Actors:

Customer Service System (CSS)

Description: Any customer can send requests to the staff to help them, these

requests are distributed to all customer service staff, customer service staff can view those requests and then resolve it

Trigger: None

Preconditions: PRE-1 The staff has already logged in

PRE-2 The staff has permission to view the list of customer requests

Postconditions: List of customer requests is displayed on the screen

Normal Flow:

Alternative Flows: None

Exceptions: None

Business rule

Activity BR code Description

UC-8 Edit customer status

ID and Name: UC-8 Edit customer status

Created By: Hoàng Giang Date Created: 14/10/2023

Primary Actor: Customer service

staff

Secondary Actors:

Customer Service System (CSS)

Description: Evaluate by statuses: potential customers/policy violations/customer

notes

Trigger: Adding a new customer

Evaluate frequently

Preconditions: PRE-1 The staff has already logged in

PRE-2 The staff has permission to edit customer status

Postconditions: Customer status is updated to the new one

Normal Flow:

Alternative Flows: None

Exceptions: None

Business rule

Activity BR code Description

Select new status BR7 Submitting rules:

- status must be valid

UC-9 View request

ID and Name: UC-9 View request

Created By: Hoàng Giang Date Created: 14/10/2023

Primary Actor: Staff Secondary

Actors:

Report System (RS)

Description: VIew all reporting requests that other staff assigned to you

Trigger: None

Preconditions: The staff has already logged in

Postconditions: Reporting request list is displayed on the screen

Normal Flow: 9.0 View request

1 The staff choose to view all the reporting requests

2 The staff selects the desired filter

3 RS displays all requests that match the filter and their reporting status

Alternative Flows: None

Exceptions: None

Business rule

Activity BR code Description

UC-10 Reject report request

ID and Name: UC-10 Reject report request

Created By: Hoàng Giang Date Created: 14/10/2023