Technical Templates & Tools

Quick Launch Checklist

• ✓ Prepare per-module configuration checklists (Finance, HR, Projects, AI, Education)
• ✓ Provide CSV import/export templates for core master data
• ✓ Define record rules, access groups, and security YAML/CSV examples
• ✓ Establish environment validation scripts before go-live
• ✓ Ensure audit and data governance requirements (logging, access, segregation) are embedded in configurations
• ✓ Store all configuration artifacts in /Documents/Config/ and link to SOP library

A. Configuration Checklists by Module

1. Finance / Accounting

2. HR / Payroll

3. Projects / Operations

4. AI Helpdesk (Egypt Hub)

5. Education / Internship

B. Sample CSV Import Templates

Ready-to-use CSV templates for mass data import into Odoo 19.

1. Partners (Customers, Vendors, Donors)

id,name,type,vat,country_id/email,phone,company_type,is_company
PART001,UNICEF,customer,123456789,IL,contact@unicef.org,+97222777777,company,True

2. Chart of Accounts

code,name,user_type_id,company_id,currency_id,group_id
1000,Cash in Hand,asset,BETHLEHEM,ILS,CurrentAssets
2000,Accounts Payable,liability,BETHLEHEM,ILS,CurrentLiabilities
2399-HQ-EGY,IC Payable – HQ,liability,EGYPT,EGP,ICAccounts

3. Employees

id,name,work_email,identification_id,department_id,job_title,company_id
EMP001,Sara Nassar,sara@alshayeb.com,PS123456,Finance,Finance Officer,BETHLEHEM

4. AI Knowledge Articles

id,name,category_id,body,approval_status,version,is_published
KB001,How to Submit Expense,Finance,Submit via HR Portal,approved,1.0,TRUE

5. Universities / Internship Intake

id,name,country_id,partner_contact,email,intern_quota,status
UNI001,Cairo University,EG,Dr. Laila Hassan,laila@cu.edu.eg,20,active

C. Record Rules & Access Groups (YAML / CSV Examples)

Security configuration examples for fine-grained access control.

1. Finance Intercompany Access (YAML)

- id: rule_ic_company_read
  name: IC Read Access
  model_id: account.move
  groups: [group_ic_controller]
  domain_force: "[('company_id','in',user.company_ids.ids)]"
  perm_read: true
  perm_write: false
  perm_create: false
  perm_unlink: false

2. AI Curator Access Rule (YAML)

- id: rule_kb_curator
  name: KB Curator Access
  model_id: knowledge.article
  groups: [group_ai_curator]
  domain_force: "[('approval_status','in',['draft','in_review','approved'])]"
  perm_read: true
  perm_write: true
  perm_create: true
  perm_unlink: false

3. HR Restricted Access (CSV)

id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
rule_hr_employee_private,HR Employee Private,hr.employee,group_hr_manager,1,1,1,0

D. Environment Validation Checklist (Pre-Go-Live)

Mandatory checks before production cutover to ensure system readiness.

E. Data Governance Validation Script (SQL)

Automated SQL queries to validate data quality and integrity pre-go-live.

Validate Partner Duplicates

-- Validate partner duplicates
SELECT vat, COUNT(*)
FROM res_partner
WHERE is_company = TRUE
GROUP BY vat HAVING COUNT(*) > 1;

Expected Result: 0 rows (no duplicate VAT numbers)

Validate Employees Without Identification

-- Validate employees without identification
SELECT name FROM hr_employee
WHERE identification_id IS NULL;

Expected Result: 0 rows (all employees have National ID)

Validate Unbalanced Journals

-- Validate unbalanced journals
SELECT move.name
FROM account_move move
WHERE ABS((SELECT SUM(balance) FROM account_move_line WHERE move_id=move.id)) > 0.01;

Expected Result: 0 rows (all journal entries balanced)

F. Configuration Audit Evidence Package

Comprehensive documentation package for audit and compliance purposes.

Storage Location

/Audit/Configuration/<YYYY-MM>/

Required Documents

1. Module configuration checklist (PDF) – Signed by module owners
2. Security and access rule exports (CSV) – All record rules and groups
3. Environment validation logs – Test results and sign-offs
4. Data import templates (CSV) – Master data loading evidence
5. CFO and Audit Director sign-off sheet – Final approval documentation