Odoo Agile Scrum DevOps Master Skill

Overview

This skill combines Agile Scrum methodologies with Odoo development best practices, Finance Shared Service Center operations, OCA community standards, and enterprise DevOps workflows. It's specifically designed for managing odoboo-workspace and InsightPulse AI projects with integration to Notion, Supabase, and DigitalOcean.

When to Use This Skill

Trigger this skill for:

• Planning Odoo module development sprints (odoboo-workspace, InsightPulse AI)
• Creating user stories for Finance SSC features (BIR compliance, month-end closing, travel & expense)
• Setting up CI/CD pipelines for Odoo 18/19 deployments
• Managing multi-agency workflows across RIM, CKVC, BOM, JPAL, JLI, JAP, LAS, RMQB
• Integrating Odoo with Notion task management via MCP tools
• Deploying to DigitalOcean (project ID: 29cde7a1-8280-46ad-9fdf-dea7b21a7825)
• Connecting Odoo to Supabase (project: spdtwktxdalcfigzeqrz) for pgvector operations
• Implementing OCA module standards and contributing to OCA repositories

Project Context

Core Projects

1. odoboo-workspace: Odoo 18/19 deployment with OCA modules, DigitalOcean hosting, Supabase integration
2. InsightPulse AI (insightpulseai.net): Self-hosted Odoo ERP with AI document processing (PaddleOCR, RTX 4090)
3. Finance SSC: Multi-agency Philippine tax compliance and month-end closing automation

Tech Stack

• ERP: Odoo 18/19 Community with OCA modules
• Cloud: DigitalOcean App Platform, Managed PostgreSQL, Spaces (S3)
• Database: Supabase PostgreSQL with pgvector, Qdrant vector database
• AI/ML: PaddleOCR-VL, Custom OCR models for BIR forms
• DevOps: Docker, GitHub Actions, pre-commit hooks
• Frontend: Vercel deployments for custom dashboards
• Orchestration: Docker Compose, SuperClaude multi-agent framework

---

Sprint Planning Framework

Sprint Cycle (2-week iterations)

Week 1: Planning & Development

Days 1-2: Sprint Planning

1. Backlog Grooming (use Notion MCP tools)

   Use notion-fetch to retrieve sprint backlog from Notion database
   Review and prioritize user stories with Product Owner
   Estimate story points using Fibonacci sequence (1,2,3,5,8,13,21)
   

2. Sprint Goal Definition

   • Define clear, measurable sprint goal
   • Align with Finance SSC monthly objectives (month-end closing, BIR deadlines)
   • Identify dependencies across agencies

3. Task Breakdown (use notion-create-pages)

   • Break user stories into technical tasks
   • Assign to team members or agencies
   • Set up task tracking with External ID for deduplication

Days 3-8: Active Development

• Daily standup (async via Notion comments)
• Continuous integration via GitHub Actions
• Code review with OCA standards validation

Week 2: Review & Deployment

Days 9-10: Sprint Review & Demo

• Demo to stakeholders (Finance SSC team, agency representatives)
• Deploy to DigitalOcean staging environment
• Update sprint metrics in Notion

Days 11-12: Retrospective & Planning Prep

• Retrospective (What went well? What needs improvement?)
• Prepare backlog for next sprint
• Update documentation

User Story Templates

Finance SSC User Story Template

## User Story: [Feature Name]

**As a** [Finance Manager / Accountant / BIR Compliance Officer]  
**I want** [specific functionality]  
**So that** [business value / time saved / compliance achieved]

**Agency Impact:** [RIM / CKVC / BOM / JPAL / JLI / JAP / LAS / RMQB / All]

**Acceptance Criteria:**
- [ ] Criterion 1 (must be testable)
- [ ] Criterion 2 (must be measurable)
- [ ] Criterion 3 (must include compliance requirement if BIR-related)
- [ ] Automated tests written and passing
- [ ] Documentation updated in Notion

**Story Points:** [Fibonacci number]  
**Priority:** [Critical / High / Medium / Low]  
**Sprint:** [Sprint number and date range]

**Technical Notes:**
- Odoo module: [module_name]
- OCA dependencies: [list OCA modules]
- Supabase integration: [Yes/No, describe if yes]
- External APIs: [BIR, Notion, other]

**Definition of Done:**
- [ ] Code reviewed by 2 team members
- [ ] Passes pre-commit hooks (pylint-odoo, flake8)
- [ ] Unit tests coverage >= 80%
- [ ] Integration tests passing
- [ ] Deployed to staging and validated
- [ ] User acceptance testing completed
- [ ] Production deployment successful
- [ ] Monitoring alerts configured

Example: BIR Form 1601-C Automation

## User Story: Automated BIR Form 1601-C Generation

**As a** Finance Manager  
**I want** automated generation of BIR Form 1601-C with employee withholding tax data  
**So that** I save 3 hours per month and ensure 100% BIR compliance accuracy

**Agency Impact:** All (RIM, CKVC, BOM, JPAL, JLI, JAP, LAS, RMQB)

**Acceptance Criteria:**
- [ ] System reads employee payroll data from Odoo HR module
- [ ] Generates XML in BIR eFPS format (Form 1601-C)
- [ ] Validates ATP (Authorization to Print) requirements
- [ ] Creates audit trail in Odoo with document versioning
- [ ] Supports multiple agencies with separate TIN codes
- [ ] Email notification sent to Finance SSC manager upon generation
- [ ] PDF preview generated before submission

**Story Points:** 8  
**Priority:** Critical  
**Sprint:** Sprint 12 - Nov 1-15, 2025

**Technical Notes:**
- Odoo module: `finance_bir_compliance`
- OCA dependencies: `account`, `hr_payroll`, `report_xlsx`
- Supabase integration: No
- External APIs: BIR eFPS API (staging), Email service

**BIR Compliance Requirements:**
- Form must include: TIN, Taxpayer Name, Address, Return Period
- Withholding tax amounts must be rounded to 2 decimal places
- XML schema validation against BIR XSD
- ATP number must be printed on hard copy

**Definition of Done:**
- [x] Code reviewed by 2 team members
- [x] Passes pre-commit hooks
- [x] Unit tests coverage 85%
- [x] Integration tests with BIR staging API passing
- [ ] Deployed to staging and validated by Finance Manager
- [ ] UAT completed with sample data from all 8 agencies
- [ ] Production deployment planned for Nov 20, 2025
- [ ] Sentry monitoring configured for BIR API errors

Example: Travel Expense OCR Processing

## User Story: Receipt OCR with PaddleOCR Integration

**As a** Employee submitting travel expenses  
**I want** to upload receipt photos that are automatically processed  
**So that** I don't spend 15 minutes manually entering data per receipt

**Agency Impact:** All

**Acceptance Criteria:**
- [ ] Mobile upload interface accepts JPG/PNG/PDF
- [ ] PaddleOCR extracts: merchant name, date, total amount, tax amount
- [ ] Confidence score >= 90% for auto-approval, <90% flags for review
- [ ] Extracted data populates Odoo expense form fields
- [ ] Original image stored in DigitalOcean Spaces
- [ ] OCR results stored in Supabase with pgvector for similarity search
- [ ] Supports multiple languages (English, Tagalog)

**Story Points:** 13  
**Priority:** High  
**Sprint:** Sprint 13 - Nov 16-30, 2025

**Technical Notes:**
- Odoo module: `expense_management_ocr`
- OCA dependencies: `hr_expense`, `document_management`
- Supabase integration: Yes (pgvector for receipt deduplication)
- External APIs: None (self-hosted PaddleOCR on RTX 4090)
- Hardware: RTX 4090 optimization required

**Definition of Done:**
- [ ] Code reviewed by 2 team members
- [ ] GPU memory optimization completed (batch processing)
- [ ] 95% accuracy on test dataset (100 sample receipts)
- [ ] Response time < 3 seconds per receipt
- [ ] Deployed to staging with GPU server
- [ ] Performance testing under load (50 concurrent uploads)
- [ ] User documentation created with video tutorial

---

Odoo Development Standards

OCA Module Structure

Follow OCA community standards for all Odoo modules:

my_odoo_module/
├── __init__.py
├── __manifest__.py          # Module metadata, dependencies, version
├── models/
│   ├── __init__.py
│   ├── model_name.py        # Business logic, field definitions
│   └── model_name_view.xml  # UI views
├── views/
│   ├── menu_items.xml
│   └── templates.xml
├── security/
│   ├── ir.model.access.csv  # Access control
│   └── security_groups.xml
├── data/
│   └── data.xml             # Master data
├── reports/
│   └── report_template.xml
├── static/
│   ├── description/
│   │   ├── icon.png
│   │   └── index.html
│   └── src/
│       ├── js/
│       └── css/
├── tests/
│   ├── __init__.py
│   ├── test_model.py
│   └── test_integration.py
├── i18n/                    # Translations
│   ├── en_US.po
│   └── fil_PH.po           # Filipino translation
├── README.rst
└── LICENSE

manifest.py Template

# Copyright 2025 Jake Tolentino
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).

{
    "name": "Finance BIR Compliance",
    "version": "19.0.1.0.0",
    "category": "Accounting/Localizations",
    "summary": "Philippine BIR tax forms automation and compliance",
    "author": "Jake Tolentino, Odoo Community Association (OCA)",
    "website": "https://github.com/OCA/l10n-philippines",
    "license": "AGPL-3",
    "depends": [
        "account",
        "hr_payroll",
        "l10n_ph",  # Philippine localization
    ],
    "data": [
        "security/ir.model.access.csv",
        "views/bir_form_views.xml",
        "views/menu_items.xml",
        "reports/bir_1601c_report.xml",
    ],
    "demo": [
        "demo/bir_form_demo.xml",
    ],
    "installable": True,
    "application": False,
    "auto_install": False,
}

Git Workflow

Branch Naming Convention (OCA Standard)

# Format: {version}-{type}-{module_name}
# Types: feature, fix, refactor, docs

# Examples:
git checkout -b 19.0-feature-finance_bir_compliance
git checkout -b 18.0-fix-expense_ocr_confidence
git checkout -b 19.0-refactor-multi_agency_reports

Commit Message Convention

# Format: [TAG] module_name: Short description
# Tags: ADD, FIX, REF, REM, MOV, REL, I18N, MERGE

# Examples:
git commit -m "[ADD] finance_bir_compliance: BIR Form 1601-C XML generator"
git commit -m "[FIX] expense_ocr: Handle rotated receipt images"
git commit -m "[REF] multi_agency: Optimize database queries for 8 agencies"
git commit -m "[I18N] finance_bir: Add Filipino translations for forms"

Pre-commit Hooks Setup

# Install pre-commit framework
pip install pre-commit --break-system-packages

# Create .pre-commit-config.yaml
cat > .pre-commit-config.yaml << 'EOF'
repos:
  - repo: https://github.com/OCA/pylint-odoo
    rev: v8.0.20
    hooks:
      - id: pylint-odoo
        args: ["--rcfile=.pylintrc"]
        
  - repo: https://github.com/psf/black
    rev: 23.3.0
    hooks:
      - id: black
        args: ["--line-length=88"]
        
  - repo: https://github.com/PyCQA/flake8
    rev: 6.0.0
    hooks:
      - id: flake8
        args: ["--max-line-length=88", "--extend-ignore=E203,W503"]
        
  - repo: https://github.com/PyCQA/isort
    rev: 5.12.0
    hooks:
      - id: isort
        args: ["--profile=black"]
        
  - repo: https://github.com/pre-commit/pre-commit-hooks
    rev: v4.4.0
    hooks:
      - id: trailing-whitespace
      - id: end-of-file-fixer
      - id: check-yaml
      - id: check-added-large-files
        args: ["--maxkb=1024"]
EOF

# Install hooks
pre-commit install

---

CI/CD Pipeline Configuration

GitHub Actions Workflow

Create .github/workflows/odoo-ci-cd.yml:

name: Odoo CI/CD Pipeline

on:
  push:
    branches: [main, develop, '**-feature-**', '**-fix-**']
  pull_request:
    branches: [main, develop]

env:
  ODOO_VERSION: "19.0"
  POSTGRESQL_VERSION: "15"
  DO_PROJECT_ID: "29cde7a1-8280-46ad-9fdf-dea7b21a7825"
  SUPABASE_PROJECT_ID: "spdtwktxdalcfigzeqrz"

jobs:
  lint:
    name: Code Quality Checks
    runs-on: ubuntu-latest
    steps:
      - name: Checkout code
        uses: actions/checkout@v4
        
      - name: Set up Python 3.11
        uses: actions/setup-python@v5
        with:
          python-version: '3.11'
          
      - name: Install dependencies
        run: |
          pip install --break-system-packages pre-commit pylint-odoo flake8 black isort
          
      - name: Run pre-commit hooks
        run: pre-commit run --all-files
        
      - name: Run pylint-odoo
        run: |
          find . -name "*.py" -not -path "./venv/*" | xargs pylint-odoo --rcfile=.pylintrc

  test:
    name: Unit & Integration Tests
    runs-on: ubuntu-latest
    needs: lint
    
    services:
      postgres:
        image: postgres:15
        env:
          POSTGRES_DB: test_db
          POSTGRES_USER: odoo
          POSTGRES_PASSWORD: odoo_test_password
        options: >-
          --health-cmd pg_isready
          --health-interval 10s
          --health-timeout 5s
          --health-retries 5
        ports:
          - 5432:5432
    
    steps:
      - name: Checkout code
        uses: actions/checkout@v4
        
      - name: Set up Docker Buildx
        uses: docker/setup-buildx-action@v3
        
      - name: Build Odoo test image
        run: |
          docker build -t odoo-test:${{ env.ODOO_VERSION }} \
            --build-arg ODOO_VERSION=${{ env.ODOO_VERSION }} \
            -f Dockerfile.test .
            
      - name: Run Odoo unit tests
        run: |
          docker run --rm \
            --network host \
            -e DB_HOST=localhost \
            -e DB_PORT=5432 \
            -e DB_USER=odoo \
            -e DB_PASSWORD=odoo_test_password \
            odoo-test:${{ env.ODOO_VERSION }} \
            odoo -d test_db -i finance_bir_compliance,expense_management_ocr \
            --test-enable --stop-after-init --log-level=test
            
      - name: Run integration tests
        run: |
          pytest tests/integration/ -v --cov=. --cov-report=xml
          
      - name: Upload coverage to Codecov
        uses: codecov/codecov-action@v4
        with:
          files: ./coverage.xml
          flags: unittests
          name: odoo-coverage

  security-scan:
    name: Security Vulnerability Scan
    runs-on: ubuntu-latest
    needs: lint
    steps:
      - name: Checkout code
        uses: actions/checkout@v4
        
      - name: Run Trivy vulnerability scanner
        uses: aquasecurity/trivy-action@master
        with:
          scan-type: 'fs'
          scan-ref: '.'
          format: 'sarif'
          output: 'trivy-results.sarif'
          
      - name: Upload Trivy results to GitHub Security
        uses: github/codeql-action/upload-sarif@v3
        with:
          sarif_file: 'trivy-results.sarif'

  build-and-push:
    name: Build Docker Image
    runs-on: ubuntu-latest
    needs: [test, security-scan]
    if: github.ref == 'refs/heads/main' || github.ref == 'refs/heads/develop'
    
    steps:
      - name: Checkout code
        uses: actions/checkout@v4
        
      - name: Set up Docker Buildx
        uses: docker/setup-buildx-action@v3
        
      - name: Login to DigitalOcean Container Registry
        uses: docker/login-action@v3
        with:
          registry: registry.digitalocean.com
          username: ${{ secrets.DO_REGISTRY_TOKEN }}
          password: ${{ secrets.DO_REGISTRY_TOKEN }}
          
      - name: Extract metadata
        id: meta
        uses: docker/metadata-action@v5
        with:
          images: registry.digitalocean.com/odoboo-workspace/odoo
          tags: |
            type=ref,event=branch
            type=sha,prefix={{branch}}-
            type=semver,pattern={{version}}
            
      - name: Build and push Docker image
        uses: docker/build-push-action@v5
        with:
          context: .
          push: true
          tags: ${{ steps.meta.outputs.tags }}
          labels: ${{ steps.meta.outputs.labels }}
          cache-from: type=registry,ref=registry.digitalocean.com/odoboo-workspace/odoo:buildcache
          cache-to: type=registry,ref=registry.digitalocean.com/odoboo-workspace/odoo:buildcache,mode=max

  deploy-staging:
    name: Deploy to Staging
    runs-on: ubuntu-latest
    needs: build-and-push
    if: github.ref == 'refs/heads/develop'
    environment:
      name: staging
      url: https://staging.insightpulseai.net
    
    steps:
      - name: Install doctl
        uses: digitalocean/action-doctl@v2
        with:
          token: ${{ secrets.DO_API_TOKEN }}
          
      - name: Deploy to DigitalOcean App Platform
        run: |
          doctl apps create-deployment ${{ secrets.DO_STAGING_APP_ID }} --wait
          
      - name: Run database migrations
        run: |
          doctl apps run-command ${{ secrets.DO_STAGING_APP_ID }} \
            --component odoo \
            --command "odoo -d staging_db -u all --stop-after-init"
            
      - name: Notify Notion (use MCP when available in Actions)
        run: |
          echo "Deployment to staging completed at $(date)" >> $GITHUB_STEP_SUMMARY

  deploy-production:
    name: Deploy to Production
    runs-on: ubuntu-latest
    needs: build-and-push
    if: github.ref == 'refs/heads/main'
    environment:
      name: production
      url: https://insightpulseai.net
    
    steps:
      - name: Install doctl
        uses: digitalocean/action-doctl@v2
        with:
          token: ${{ secrets.DO_API_TOKEN }}
          
      - name: Create database backup
        run: |
          doctl databases backups create ${{ secrets.DO_DATABASE_ID }}
          
      - name: Deploy to Production
        run: |
          doctl apps create-deployment ${{ secrets.DO_PROD_APP_ID }} --wait
          
      - name: Run database migrations
        run: |
          doctl apps run-command ${{ secrets.DO_PROD_APP_ID }} \
            --component odoo \
            --command "odoo -d production_db -u all --stop-after-init"
            
      - name: Smoke tests
        run: |
          curl -f https://insightpulseai.net/health || exit 1
          
      - name: Notify stakeholders
        run: |
          echo "✅ Production deployment successful!" >> $GITHUB_STEP_SUMMARY
          echo "- Deployed at: $(date)" >> $GITHUB_STEP_SUMMARY
          echo "- Commit: ${{ github.sha }}" >> $GITHUB_STEP_SUMMARY

  notify-sentry:
    name: Create Sentry Release
    runs-on: ubuntu-latest
    needs: deploy-production
    if: github.ref == 'refs/heads/main'
    
    steps:
      - name: Checkout code
        uses: actions/checkout@v4
        
      - name: Create Sentry release
        uses: getsentry/action-release@v1
        env:
          SENTRY_AUTH_TOKEN: ${{ secrets.SENTRY_AUTH_TOKEN }}
          SENTRY_ORG: ${{ secrets.SENTRY_ORG }}
          SENTRY_PROJECT: insightpulse-ai
        with:
          environment: production
          version: ${{ github.sha }}

---

Notion Integration via MCP Tools

Sprint Task Synchronization

Use Notion MCP tools to sync Odoo sprint tasks:

# Example: Create sprint tasks in Notion from Odoo Project module

# Step 1: Fetch existing sprint database structure
Use notion-fetch tool with database_id to get schema

# Step 2: Create tasks with External ID for deduplication
Use notion-create-pages with this structure:
{
  "parent": {"data_source_id": "sprint-database-collection-id"},
  "pages": [
    {
      "properties": {
        "Task Name": "BIR Form 1601-C Generator",
        "Sprint": "Sprint 12 - Nov 2025",
        "Status": "In Progress",
        "Story Points": 8,
        "Agency": "All Agencies",
        "Assignee": "Jake Tolentino",
        "date:Due Date:start": "2025-11-15",
        "date:Due Date:is_datetime": 0,
        "Priority": "Critical",
        "Odoo Module": "finance_bir_compliance",
        "External ID": "ODOO-TASK-1234"  # For upsert pattern
      },
      "content": """
# Technical Details
- **Odoo Module:** finance_bir_compliance
- **OCA Dependencies:** account, hr_payroll
- **GitHub Branch:** 19.0-feature-finance_bir_compliance

## Acceptance Criteria
- [ ] Generate XML in BIR eFPS format
- [ ] Validate ATP requirements
- [ ] Support all 8 agencies (RIM, CKVC, BOM, JPAL, JLI, JAP, LAS, RMQB)
- [ ] Create audit trail in Odoo

## Related Resources
- [Odoo Module Documentation](link)
- [BIR Form 1601-C Specifications](link)
"""
    }
  ]
}

# Step 3: Upsert pattern for updates
# Use External ID to check if task already exists
# If exists, use notion-update-page to modify
# If not exists, create new page

Month-End Closing Task Template

# Month-end closing tasks for Finance SSC
# Create these tasks at the start of each month

MONTH_END_TASKS = [
    {
        "Task Name": "RIM - Bank Reconciliation",
        "Agency": "RIM",
        "Story Points": 3,
        "Status": "To Do",
        "date:Due Date:start": "2025-11-05",
        "Priority": "High",
        "External ID": "MONTH-END-RIM-BANK-NOV2025"
    },
    {
        "Task Name": "CKVC - Journal Entry Review",
        "Agency": "CKVC",
        "Story Points": 2,
        "Status": "To Do",
        "date:Due Date:start": "2025-11-07",
        "Priority": "High",
        "External ID": "MONTH-END-CKVC-JE-NOV2025"
    },
    {
        "Task Name": "All Agencies - Trial Balance Generation",
        "Agency": "All Agencies",
        "Story Points": 5,
        "Status": "To Do",
        "date:Due Date:start": "2025-11-10",
        "Priority": "Critical",
        "External ID": "MONTH-END-ALL-TB-NOV2025"
    },
    {
        "Task Name": "BIR - Form 1601-C Submission (All Agencies)",
        "Agency": "All Agencies",
        "Story Points": 8,
        "Status": "To Do",
        "date:Due Date:start": "2025-11-12",
        "Priority": "Critical",
        "External ID": "BIR-1601C-NOV2025"
    },
    {
        "Task Name": "Multi-Agency Consolidation",
        "Agency": "All Agencies",
        "Story Points": 13,
        "Status": "To Do",
        "date:Due Date:start": "2025-11-15",
        "Priority": "Critical",
        "External ID": "MONTH-END-CONSOLIDATION-NOV2025"
    }
]

# Use notion-create-pages to bulk create these tasks

---

Multi-Agency Management

Agency Configuration

# Agency codes and metadata
AGENCIES = {
    "RIM": {
        "full_name": "Research Institute Manila",
        "tin": "123-456-789-000",
        "address": "Manila, Philippines",
        "currency": "PHP",
        "fiscal_year_end": "12-31"
    },
    "CKVC": {
        "full_name": "Centro Kingsford Ventures Corporation",
        "tin": "234-567-890-000",
        "address": "Quezon City, Philippines",
        "currency": "PHP",
        "fiscal_year_end": "12-31"
    },
    "BOM": {
        "full_name": "Bureau of Management",
        "tin": "345-678-901-000",
        "address": "Makati, Philippines",
        "currency": "PHP",
        "fiscal_year_end": "12-31"
    },
    "JPAL": {
        "full_name": "J-PAL Southeast Asia",
        "tin": "456-789-012-000",
        "address": "Manila, Philippines",
        "currency": "PHP",
        "fiscal_year_end": "12-31"
    },
    "JLI": {
        "full_name": "Justice Leadership Initiative",
        "tin": "567-890-123-000",
        "address": "Quezon City, Philippines",
        "currency": "PHP",
        "fiscal_year_end": "12-31"
    },
    "JAP": {
        "full_name": "Justice Action Program",
        "tin": "678-901-234-000",
        "address": "Manila, Philippines",
        "currency": "PHP",
        "fiscal_year_end": "12-31"
    },
    "LAS": {
        "full_name": "Legal Aid Society",
        "tin": "789-012-345-000",
        "address": "Makati, Philippines",
        "currency": "PHP",
        "fiscal_year_end": "12-31"
    },
    "RMQB": {
        "full_name": "Research Management Quality Bureau",
        "tin": "890-123-456-000",
        "address": "Quezon City, Philippines",
        "currency": "PHP",
        "fiscal_year_end": "12-31"
    }
}

Multi-Agency User Stories

When creating user stories that impact multiple agencies:

1. Specify Agency Impact in user story template
2. Create separate tasks per agency if implementation differs
3. Use "All Agencies" label for consolidated reports/features
4. Test with real data from each agency during UAT

Example:

## User Story: Multi-Agency Consolidation Report

**As a** Finance SSC Director  
**I want** consolidated financial statements across all 8 agencies  
**So that** I can report to the Board of Directors monthly

**Agency Impact:** All (RIM, CKVC, BOM, JPAL, JLI, JAP, LAS, RMQB)

**Acceptance Criteria:**
- [ ] Pull trial balance from each agency's Odoo instance
- [ ] Eliminate inter-company transactions automatically
- [ ] Generate consolidated Income Statement, Balance Sheet, Cash Flow
- [ ] Support drill-down to agency-level details
- [ ] Export to Excel with proper formatting
- [ ] Complete processing in < 5 minutes for all 8 agencies

**Story Points:** 21 (highest complexity)  
**Priority:** Critical

---

Supabase Integration Patterns

pgvector for Document Similarity Search

Use Supabase (project: spdtwktxdalcfigzeqrz) for:

• Receipt deduplication via image embeddings
• BIR form template matching
• Semantic search across financial documents

-- Create vector extension
CREATE EXTENSION IF NOT EXISTS vector;

-- Create receipts table with vector embeddings
CREATE TABLE receipts (
    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
    odoo_expense_id INTEGER UNIQUE,
    agency_code VARCHAR(10) NOT NULL,
    receipt_image_url TEXT NOT NULL,
    merchant_name VARCHAR(255),
    receipt_date DATE,
    total_amount NUMERIC(12, 2),
    tax_amount NUMERIC(12, 2),
    ocr_confidence NUMERIC(3, 2),
    embedding vector(512),  -- PaddleOCR image embedding
    created_at TIMESTAMP DEFAULT NOW(),
    updated_at TIMESTAMP DEFAULT NOW()
);

-- Create index for vector similarity search
CREATE INDEX receipts_embedding_idx ON receipts 
USING ivfflat (embedding vector_cosine_ops)
WITH (lists = 100);

-- Create RPC function for duplicate detection
CREATE OR REPLACE FUNCTION find_duplicate_receipts(
    query_embedding vector(512),
    similarity_threshold FLOAT DEFAULT 0.95,
    limit_results INT DEFAULT 5
)
RETURNS TABLE (
    receipt_id UUID,
    agency_code VARCHAR(10),
    similarity_score FLOAT
) AS $$
BEGIN
    RETURN QUERY
    SELECT 
        id,
        agency_code,
        1 - (embedding <=> query_embedding) AS similarity_score
    FROM receipts
    WHERE 1 - (embedding <=> query_embedding) > similarity_threshold
    ORDER BY embedding <=> query_embedding
    LIMIT limit_results;
END;
$$ LANGUAGE plpgsql;

Real-time Subscription for Task Updates

// Subscribe to Notion task updates via Supabase
import { createClient } from '@supabase/supabase-js'

const supabase = createClient(
  'https://spdtwktxdalcfigzeqrz.supabase.co',
  process.env.SUPABASE_ANON_KEY
)

// Subscribe to sprint task changes
const subscription = supabase
  .channel('sprint-tasks')
  .on(
    'postgres_changes',
    {
      event: '*',
      schema: 'public',
      table: 'notion_tasks',
      filter: 'sprint=eq.Sprint 12 - Nov 2025'
    },
    (payload) => {
      console.log('Task updated:', payload)
      // Sync back to Odoo Project module if needed
      syncTaskToOdoo(payload.new)
    }
  )
  .subscribe()

---

DevOps Metrics & Monitoring

DORA Metrics Tracking

Track these key DevOps metrics in Superset dashboard:

1. Deployment Frequency

   • Target: Daily to production
   • Measure: Count of successful deployments per day
   • Query: SELECT DATE(deployed_at), COUNT(*) FROM deployments GROUP BY DATE(deployed_at)

2. Lead Time for Changes

   • Target: < 1 day (commit to production)
   • Measure: Time from commit to successful deployment
   • Query: SELECT AVG(deployed_at - committed_at) FROM deployments

3. Mean Time to Recovery (MTTR)

   • Target: < 1 hour
   • Measure: Time from incident detection to resolution
   • Query: SELECT AVG(resolved_at - detected_at) FROM incidents WHERE severity = 'critical'

4. Change Failure Rate

   • Target: < 5%
   • Measure: Percentage of deployments causing failures
   • Query: SELECT (COUNT(*) FILTER (WHERE failed = true) * 100.0 / COUNT(*)) FROM deployments

Sentry Integration for Error Tracking

Configure Sentry in your Odoo deployment:

# In odoo.conf or environment variables
[sentry]
enabled = True
dsn = https://your-sentry-dsn@sentry.io/project-id
environment = production
release = ${GIT_COMMIT_SHA}
traces_sample_rate = 0.1  # 10% of transactions

# In your Odoo module
import sentry_sdk
from sentry_sdk.integrations.odoo import OdooIntegration

sentry_sdk.init(
    dsn=os.getenv("SENTRY_DSN"),
    environment=os.getenv("SENTRY_ENVIRONMENT", "production"),
    release=os.getenv("GIT_COMMIT_SHA", "unknown"),
    integrations=[OdooIntegration()],
    traces_sample_rate=0.1,
    profiles_sample_rate=0.1,
)

---

Scrum Ceremonies

Daily Standup (Async via Notion)

Create a Notion page for daily updates:

# Daily Standup - [Date]

## Team Member 1 (Jake Tolentino)
**Yesterday:**
- ✅ Completed BIR Form 1601-C XML generator
- ✅ Code review for OCR confidence scoring

**Today:**
- 🚧 Integration testing with BIR eFPS staging API
- 🚧 Deploy to DigitalOcean staging environment

**Blockers:**
- ⚠️ Waiting for BIR ATP approval for production testing

## Team Member 2
...

Sprint Retrospective Template

# Sprint [Number] Retrospective - [Date Range]

## Sprint Goal
[State the sprint goal]

**Achievement:** [Met / Partially Met / Not Met]

## Metrics
- **Story Points Committed:** 34
- **Story Points Completed:** 32
- **Velocity:** 32
- **Bugs Found:** 3
- **Bugs Fixed:** 5
- **Code Coverage:** 87%

## What Went Well 🎉
1. BIR Form 1601-C automation deployed successfully
2. All 8 agencies validated the output format
3. CI/CD pipeline reduced deployment time by 40%

## What Needs Improvement 🔧
1. OCR confidence scoring needs more training data
2. Integration tests are slow (10+ minutes)
3. Documentation lagging behind code changes

## Action Items for Next Sprint
- [ ] **Jake:** Collect 500 more receipt samples for OCR training
- [ ] **Team:** Parallelize integration tests to reduce runtime
- [ ] **All:** Update README files during development, not after

## Shoutouts 🌟
- Thanks to Finance SSC team for quick UAT feedback!
- Great collaboration between RIM and CKVC on data format standardization

---

Best Practices Summary

Odoo Development

1. Always follow OCA standards (module structure, commit messages, code style)
2. Write tests first (TDD approach) - aim for 80%+ coverage
3. Use external IDs for all data records (enables proper upgrades)
4. Document your code with docstrings and README files
5. Optimize database queries - use _search() efficiently, avoid N+1 queries

Agile Scrum

1. Keep user stories small (completable within 1 sprint)
2. Define clear acceptance criteria (testable and measurable)
3. Maintain a healthy backlog (2-3 sprints ahead, properly prioritized)
4. Respect the Definition of Done - no shortcuts
5. Retrospectives are sacred - always improve

DevOps

1. Automate everything (testing, deployment, monitoring)
2. Infrastructure as Code (Docker Compose, Terraform)
3. Monitor in production (Sentry, Grafana, alerts)
4. Fast feedback loops (CI/CD should complete in < 15 minutes)
5. Continuous improvement (track DORA metrics, iterate)

Finance SSC Specific

1. BIR compliance is non-negotiable - always validate against official specs
2. Audit trail for everything - who did what, when, why
3. Multi-agency testing required - don't assume one size fits all
4. Month-end closing is time-sensitive - plan sprint timing accordingly
5. Data security and privacy - encrypt PII, restrict access, log everything

---

Quick Reference Commands

# Start new sprint
git checkout -b 19.0-feature-sprint-13-setup
notion-create-pages --database "Sprint Backlog" --tasks sprint_13_tasks.json

# Run tests locally
docker-compose up -d postgres
docker-compose run --rm odoo odoo -d test_db -i module_name --test-enable

# Deploy to staging
git push origin develop
# CI/CD automatically deploys to staging

# Create release
git checkout main
git merge develop
git tag -a v1.2.0 -m "Sprint 13 Release - BIR Compliance Features"
git push origin main --tags
# CI/CD automatically deploys to production

# Monitor production
doctl apps logs $DO_PROD_APP_ID --follow
# Or check Sentry dashboard

# End sprint retrospective
notion-create-pages --page "Retrospectives" --template sprint_retro_template.md

---

Resources & Documentation

Odoo

• Official Docs: https://www.odoo.com/documentation/19.0/
• OCA Guidelines: https://github.com/OCA/odoo-community.org/blob/master/website/Contribution/CONTRIBUTING.rst
• OCA Module Template: https://github.com/OCA/maintainer-tools/tree/master/template

Agile & Scrum

• Scrum Guide: https://scrumguides.org/
• Agile Manifesto: https://agilemanifesto.org/

DevOps

• DORA Metrics: https://dora.dev/
• Twelve-Factor App: https://12factor.net/
• DigitalOcean Docs: https://docs.digitalocean.com/

Tools

• Notion API: https://developers.notion.com/
• Supabase Docs: https://supabase.com/docs
• Sentry SDK: https://docs.sentry.io/platforms/python/
• GitHub Actions: https://docs.github.com/en/actions

---

Changelog

v1.0.0 - 2025-11-01

• Initial release of Odoo Agile Scrum DevOps skill
• Finance SSC workflows for 8 agencies (RIM, CKVC, BOM, JPAL, JLI, JAP, LAS, RMQB)
• BIR compliance automation (Forms 1601-C, 1702-RT, 2550Q)
• Notion MCP integration for sprint task management
• CI/CD pipeline with GitHub Actions and DigitalOcean
• Supabase pgvector integration for OCR deduplication
• Multi-agency consolidated reporting