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

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<b>VIETNAM NATIONAL UNIVERSITY HO CHI MINH CITY UNIVERSITY OF INFORMATION TECHNOLOGY </b>

<b>FACULTY OF SOFTWARE ENGINEERING </b>

Ho Chi Minh City, December 2023

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<b>OBSERVE (Instructor's) </b>

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<b>LIST OF GROUP MEMBERS </b>

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<i><b>TÀI LIỆU VỀ ODOO TIẾNG VIỆT (do cá nhân biên dịch)Error! Bookmark not </b></i>

<b>defined.</b>

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<b>Acknowledgments </b>

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.

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<b>CHAPTER 1 : OVERVIEW OF TOPIC </b>

<b>1.1 Initial problem </b>

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."

<b>1.2 Solutions </b>

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.

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<b>1.3 Project objectives </b>

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."

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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.

<i>Odoo introduction </i>

• Odoo Homepage:

• Odoo source code is hosted on Github:

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

( Current Odoo version as of 2023: v16.0

• Two versions of Odoo: Odoo Community (free, open-source on Github) and Odoo Enterprise (paid);

• Odoo provides cloud services odoo.sh:

• Odoo offers both free and paid modules on the store: • User documentation for Odoo:

• Developer documentation:

• Odoo partners: when your business needs consulting/customization/implementation of Odoo solutions, you should contact Odoo partners rather than Odoo directly. If you contact Odoo directly, they will refer you to the most suitable partner.

<i>Odoo Technical Platform </i>

• Primary programming language: Python • CMS backend: Python

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

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• DBMS: Postgres • Proxy: Nginx

<i>Odoo's operational flow provides components such as: </i>

• 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.

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<b>CHAPTER 2 : SURVEY AND ANALYSIS OF REQUIREMENT SPECIFICATIONS </b>

<b>2.1 Survey of the Current Situation 2.1.1 Survey method </b>

Interview Method: The students develop a series of questions and then conduct direct interviews at selected businesses, chosen in advance, to gather common points regarding the current operational status and challenges faced in system management. However, the focus is primarily on inquiries related to computer literacy, interface requirements, and functionalities.

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.

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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?

User-friendly, easy to operate.

<b>2.1.2 Current organization status </b>

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.).

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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.

<b>2.1.3 Current state of informatics </b>

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 4130

i3-RAM : 4GB

Hard Disk : 256GB (HDD) Video Card : Intel HD Graphics 4400

Software component Microsoft Windows 10 Operating System Licensed Version

<b>2.2 Functional requirement 2.2.1 Requirement of customer </b>

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Many type of filter

7

Delete Employee Move the employee to the contract termination list.

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.

11

Search Interview Results

Many type of filter

12

Provide Results to Candidates

Send batch emails notifying candidates about the results. Candidates failing the interview will be added to the rejected candidate list.

113

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.

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18

Admin Search for Employees

Many type of filter

Search for Customers

28

Evaluate customer

Evaluate customers based on potential/customer policy violations/customer notes.

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

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

Server system - CPU: 4-Core or higher - RAM: 8GB or higher

- OS: CentOS - Postgres

- Web Server: Nginx

<b>2.3 Non-functional Requirements </b>

<small> Actor </small>

<small>with a staff member </small>

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<small> Actor </small>

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.

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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

<b>- Send mail with the template below: </b>

From [Current user] or [current department]

Subject [Email title] - [current user] or [current department]

Body

<small>Dear [recipient], </small>

<small>This is an email sent by system, compose by [current user], if this is a spam, you can report here [link report]. [Email content] </small>

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- note must not be empty

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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

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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.

2.4.5.2 Project Benefits

For businesses/organizations, the digitization of management processes will significantly save costs and labor, enabling managers to invest their time more efficiently. This, in turn, enhances the overall quality of business operations.

<b>2.5.5 Project Details </b>

2.5.5.1 Scope

• 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

<b>small to medium-sized enterprises, enhancing overall operational efficiency and reducing costs. </b>

<b>2.5.6 Evaluation </b>

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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.

<b>2.6 Usecase & Diagram 2.6.1 General usecase </b>

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2.6.1.1 Description of Actors

<small>the system </small>

<small>report for other staffs </small>

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.

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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 list.

16 Note in timekeeping list The human resource staff member can create a note in the timekeeping list.

17 Add timekeeping list The human resource staff member can add an item to the timekeeping list.

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 member

The staff member can terminate the labor contract with a staff member.

21 View applicants The staff member can view the applicant list. 22 Make interview

appointment

The staff member can make an interview appointment.

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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

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.

<b>2.6.2. Usecase specification </b>

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

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Normal Flow:

<b>Alternative Flows: 1.1 The staff has already logged in to the system recently. </b>

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.

<b>Exceptions: 1.0.E1. The credential information of the staff is invalid. </b>

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.

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2c. If it’s the 4th try, the staff won’t have permission to try again within 30 minutes.

<b>Business rule </b>

Activity BR code Description

- Username and password must have at least 6 character

- Username must not contain space

<b>UC-2. Change password </b>

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.

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Normal Flow:

<b>Alternative Flows: 2.1. The staff change password by accessing the reset password </b>

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.

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UC-3. Reset password

<b>ID and Name: UC-3. Reset password </b>

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.

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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”

<b>UC-4. Send mass email </b>

<b>ID and Name: UC-4. Send mass email </b>

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.

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Normal Flow:

Alternative Flows: None

<b>Exceptions: 4.0.E1 Some email addresses not found. </b>

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.

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4. Return to step 2 of normal flow.

<b>- Send mail with the template below: </b>

From [Current user] or [current department]

Subject [Email title] - [current user] or [current department]

Body

<small>Dear [recipient], </small>

<small>This is an email sent by system, compose by [current user], if this is a spam, you can report here [link report]. [Email content] </small>

<small>Thank you </small>

<b>Permission rules: </b>

- Current user must have the permission to send mass email

<b>UC-5. View customer </b>

<b>ID and Name: UC-5. View customer </b>

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

Primary Actor: Customer service staff

Secondary Actors:

Customer Service System (CSS)

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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 filter.

POST-2. The staff can view the detailed information of a specified customer.

Normal Flow:

<b>Alternative Flows: 5.1. View detailed customer information </b>

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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

<b>Business rule </b>

Activity BR code Description

UC-6. Contact customer

<b>ID and Name: UC-6. Contact customer </b>

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.

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Normal Flow:

Alternative Flows: None

<b>Exceptions: 6.0.E1 The system can not contact the customer. </b>

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

<b>UC-7. View customer request </b>

<b>ID and Name: UC-7. View customer request </b>

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

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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

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Exceptions: None