bmad-method-odoo/dist/templates/odoo-architecture-template.yaml

BMAD-METHOD expansion pack for comprehensive Odoo ERP development workflows

template:
  id: odoo-architecture-template-v1
  name: Odoo Technical Architecture Document
  version: 1.0
  output:
    format: markdown
    filename: docs/architecture.md
    title: "{{project_name}} - Technical Architecture Document"

workflow:
  mode: interactive
  elicitation: advanced-elicitation

sections:
  - id: introduction
    title: Introduction
    instruction: |
      Review the Product Requirements Document (PRD) and any existing technical documentation 
      to understand the business context before designing the technical architecture.
    sections:
      - id: architecture-overview
        title: Architecture Overview
        instruction: |
          Provide a high-level overview of the technical architecture for this Odoo implementation:
          
          1. **Business Context**: Brief summary of business requirements driving this architecture
          2. **Technical Approach**: Overall strategy for implementing the solution
          3. **Key Architectural Decisions**: Major technical choices and their rationale
          4. **Architecture Principles**: Guiding principles for this implementation
          
          **Architecture Principles for Odoo**:
          - Leverage standard Odoo functionality wherever possible
          - Follow OCA (Odoo Community Association) best practices
          - Design for maintainability and future Odoo version compatibility
          - Implement proper separation of concerns between modules
          - Ensure scalability for expected growth
          - Maintain data integrity and security standards
        elicit: true

      - id: target-environment
        title: Target Environment
        instruction: |
          Define the target technical environment for the Odoo implementation:
          
          **Odoo Version and Edition**:
          - Odoo Version: [e.g., 17.0, 18.0]
          - Edition: Community or Enterprise
          - Deployment Model: On-premise, Cloud, or Odoo.sh
          - Update Strategy: LTS (Long Term Support) vs. Latest version
          
          **Infrastructure Architecture**:
          - Deployment framework (e.g., Doodba, native Docker, bare metal)
          - Database: PostgreSQL version and configuration
          - Web server: Nginx, Apache, or integrated server
          - Caching: Redis configuration for sessions and cache
          - File storage: Local, S3, or other cloud storage
          
          **Environment Strategy**:
          - Development environment setup
          - Testing/staging environment requirements
          - Production environment specifications
          - Backup and disaster recovery approach
        elicit: true

      - id: existing-system-analysis
        title: Existing System Analysis
        instruction: |
          Analyze the current system landscape and its impact on the architecture:
          
          **Current State Assessment**:
          - Existing systems that will be replaced by Odoo
          - Systems that will remain and need integration
          - Data sources and their quality/accessibility
          - Current infrastructure that can be leveraged
          
          **Migration Considerations**:
          - Data migration complexity and approach
          - Coexistence requirements during transition
          - User migration and training implications
          - Timeline constraints and dependencies
          
          **Integration Requirements**:
          - Systems that must integrate with Odoo
          - Integration patterns (real-time, batch, event-driven)
          - Authentication and security requirements
          - Data synchronization requirements
        elicit: true

  - id: odoo-module-architecture
    title: Odoo Module Architecture
    instruction: |
      Design the Odoo module structure and relationships for this implementation.
    sections:
      - id: standard-modules
        title: Standard Odoo Modules
        instruction: |
          Identify and configure standard Odoo modules for this implementation:
          
          **Core Modules** (typically required):
          - [ ] **base**: Core Odoo functionality
          - [ ] **web**: Web client interface
          - [ ] **mail**: Messaging and activity tracking
          
          **Business Modules** (select based on requirements):
          - [ ] **contacts**: Partner/customer management
          - [ ] **crm**: Customer relationship management
          - [ ] **sale**: Sales management (quotations, orders)
          - [ ] **purchase**: Purchase management (RFQs, orders)
          - [ ] **stock**: Inventory and warehouse management
          - [ ] **mrp**: Manufacturing resource planning
          - [ ] **account**: Accounting and financial management
          - [ ] **hr**: Human resources management
          - [ ] **project**: Project management and timesheets
          - [ ] **website**: Website builder and content management
          - [ ] **point_of_sale**: Point of sale operations
          
          **For each selected module, specify**:
          - Business justification for inclusion
          - Key features that will be used
          - Configuration approach
          - Integration points with other modules
          - Customization requirements (if any)
        elicit: true

      - id: community-modules
        title: OCA Community Modules
        instruction: |
          Identify OCA (Odoo Community Association) modules that provide additional functionality:
          
          **Module Selection Process**:
          1. **Business Need**: What gap does this module fill?
          2. **Module Maturity**: Check OCA maturity level and maintenance status
          3. **Version Compatibility**: Ensure compatibility with target Odoo version
          4. **Dependencies**: Understand module dependencies and conflicts
          5. **Customization Needs**: Assess if further customization is required
          
          **Common OCA Module Categories**:
          
          **Accounting & Finance**:
          - account_financial_report: Enhanced financial reporting
          - account_payment_order: Payment order management
          - account_reconcile_oca: Advanced reconciliation tools
          
          **Sales & Purchase**:
          - sale_order_type: Sales order types and workflows
          - purchase_request: Purchase request workflow
          - agreement: Contract and agreement management
          
          **Inventory & Manufacturing**:
          - stock_warehouse_calendar: Warehouse calendar management
          - mrp_bom_structure_xlsx: BOM structure Excel reports
          - quality_control: Quality control processes
          
          **HR & Payroll**:
          - hr_timesheet_sheet: Timesheet validation workflows
          - hr_expense_sequence: Expense report numbering
          - hr_holidays_public: Public holiday management
          
          **Technical & Integration**:
          - base_rest: REST API framework
          - queue_job: Asynchronous job processing
          - server_environment: Environment-based configuration
          
          **Documentation Requirements**:
          For each selected OCA module, document:
          - Module name and version
          - Business functionality provided
          - Configuration requirements
          - Dependencies on other modules
          - Maintenance and update strategy
        elicit: true

      - id: custom-modules
        title: Custom Module Design
        instruction: |
          Design custom modules for business requirements not met by standard/community modules:
          
          **Custom Module Planning**:
          
          **Module Design Principles**:
          - Single Responsibility: Each module should have a focused purpose
          - Loose Coupling: Minimize dependencies between custom modules
          - High Cohesion: Related functionality should be in the same module
          - Inheritance Over Modification: Extend rather than modify existing models
          - OCA Compliance: Follow OCA development guidelines
          
          **Module Structure Template**:
          ```
          custom_module_name/
          ├── __init__.py
          ├── __manifest__.py          # Module metadata and dependencies
          ├── models/                  # Business logic and data models
          │   ├── __init__.py
          │   └── model_name.py
          ├── views/                   # User interface definitions
          │   ├── model_views.xml
          │   └── menu_items.xml
          ├── security/                # Access control and permissions
          │   ├── ir.model.access.csv
          │   └── security.xml
          ├── data/                    # Master data and configuration
          │   └── initial_data.xml
          ├── demo/                    # Demo data for testing
          │   └── demo_data.xml
          ├── static/                  # Web assets (CSS, JS, images)
          │   └── description/
          │       └── icon.png
          ├── tests/                   # Unit and integration tests
          │   ├── __init__.py
          │   └── test_model.py
          └── README.rst               # Module documentation
          ```
          
          **For Each Custom Module, Specify**:
          1. **Module Name**: Following Odoo naming conventions
          2. **Business Purpose**: What business need it addresses
          3. **Data Models**: New models and extensions to existing models
          4. **User Interface**: Views, menus, and user interactions
          5. **Business Logic**: Workflows, validations, and calculations
          6. **Integration Points**: How it connects with other modules
          7. **Security Model**: User groups and access permissions
          8. **Testing Strategy**: Unit tests and validation procedures
        elicit: true

  - id: data-architecture
    title: Data Architecture
    instruction: |
      Design the data model and data management approach for the Odoo implementation.
    sections:
      - id: data-model-design
        title: Data Model Design
        instruction: |
          Design the data model extending Odoo's standard data structure:
          
          **Core Entity Relationships**:
          
          **Partner Management**:
          - res.partner: Customers, suppliers, employees
          - res.partner.category: Partner categorization
          - res.country, res.country.state: Geographic data
          
          **Product Management**:
          - product.template: Product definitions
          - product.product: Product variants
          - product.category: Product categorization
          - product.attribute: Variant attributes
          
          **Transaction Entities**:
          - sale.order: Sales transactions
          - purchase.order: Purchase transactions
          - account.move: Accounting entries
          - stock.picking: Inventory movements
          
          **Custom Data Model Extensions**:
          For each custom field or model, specify:
          
          1. **Model Extension** (adding fields to existing models):
          ```python
          class ResPartnerExtension(models.Model):
              _inherit = 'res.partner'
              
              custom_field = fields.Char('Custom Field')
              special_category = fields.Selection([...])
          ```
          
          2. **New Custom Models**:
          ```python
          class CustomModel(models.Model):
              _name = 'custom.model'
              _description = 'Custom Business Entity'
              
              name = fields.Char(required=True)
              partner_id = fields.Many2one('res.partner')
          ```
          
          **Data Relationships**:
          - Document parent-child relationships
          - Many-to-many relationship tables
          - Computed field dependencies
          - Constraint and validation rules
        elicit: true

      - id: data-migration
        title: Data Migration Strategy
        instruction: |
          Plan the approach for migrating data from existing systems to Odoo:
          
          **Migration Assessment**:
          
          **Source System Analysis**:
          - Current system databases and file formats
          - Data volume estimates (number of records per entity)
          - Data quality assessment (completeness, accuracy, consistency)
          - Historical data retention requirements
          
          **Migration Approach**:
          
          1. **Big Bang Migration**:
             - All data migrated during go-live weekend
             - Single cutover point
             - Suitable for: Smaller datasets, simple structures
          
          2. **Phased Migration**:
             - Master data first, then transactional data
             - Multiple migration events
             - Suitable for: Large datasets, complex relationships
          
          3. **Parallel Run**:
             - New system populated while old system continues
             - Gradual transition with data synchronization
             - Suitable for: Mission-critical systems
          
          **Migration Technical Approach**:
          
          **Data Extraction**:
          - Export mechanisms from source systems
          - Data transformation requirements
          - Data cleansing and validation rules
          
          **Odoo Import Methods**:
          - CSV import for simple data structures
          - XML data files for complex relationships
          - Python scripts for complex business logic
          - API-based imports for real-time data
          
          **Migration Testing**:
          - Test migration scripts with sample data
          - Validate data integrity and relationships
          - Performance testing with full data volumes
          - Rollback procedures and contingency plans
          
          **Migration Sequence**:
          1. Reference data (countries, currencies, units of measure)
          2. Master data (partners, products, accounts)
          3. Configuration data (price lists, payment terms)
          4. Historical transactions (orders, invoices, payments)
          5. Open transactions (pending orders, outstanding invoices)
        elicit: true

      - id: data-security
        title: Data Security and Access Control
        instruction: |
          Design security architecture for data protection and access control:
          
          **Odoo Security Model**:
          
          **User Groups and Roles**:
          - Define business-oriented user groups
          - Map groups to Odoo security groups
          - Plan group hierarchies and inheritance
          
          **Access Rights (CRUD Permissions)**:
          - Model-level access control (Create, Read, Update, Delete)
          - Menu and action visibility
          - Field-level access restrictions
          
          **Record Rules (Row-Level Security)**:
          - Company-based access (multi-company setups)
          - Department-based access restrictions
          - User-based record ownership
          - Dynamic access based on record state
          
          **Example Security Implementation**:
          ```xml
          <!-- User Groups -->
          <record model="res.groups" id="group_sales_user">
              <field name="name">Sales User</field>
              <field name="category_id" ref="base.module_category_sales"/>
          </record>
          
          <!-- Access Rights -->
          <record model="ir.model.access" id="access_sale_order_user">
              <field name="model_id" ref="model_sale_order"/>
              <field name="group_id" ref="group_sales_user"/>
              <field name="perm_read" eval="1"/>
              <field name="perm_write" eval="1"/>
              <field name="perm_create" eval="1"/>
              <field name="perm_unlink" eval="0"/>
          </record>
          
          <!-- Record Rules -->
          <record model="ir.rule" id="sale_order_user_rule">
              <field name="name">Sales Order: User Access</field>
              <field name="model_id" ref="model_sale_order"/>
              <field name="domain_force">[('user_id','=',user.id)]</field>
              <field name="groups" eval="[(4,ref('group_sales_user'))]"/>
          </record>
          ```
          
          **Data Protection Measures**:
          - Personal data handling (GDPR compliance)
          - Data encryption at rest and in transit
          - Audit logging and activity tracking
          - Backup security and access controls
          - Database connection security
        elicit: true

  - id: integration-architecture
    title: Integration Architecture
    instruction: |
      Design the integration approach for connecting Odoo with external systems.
    sections:
      - id: integration-patterns
        title: Integration Patterns
        instruction: |
          Define integration patterns and approaches for external system connectivity:
          
          **Integration Pattern Selection**:
          
          **1. Real-Time Integration (Synchronous)**:
          - **Use Cases**: Payment processing, inventory checks, pricing
          - **Technologies**: REST APIs, XML-RPC, JSON-RPC
          - **Pros**: Immediate data consistency, real-time validation
          - **Cons**: Higher complexity, dependency on external system availability
          
          **2. Near Real-Time Integration (Asynchronous)**:
          - **Use Cases**: Order processing, customer updates, notifications
          - **Technologies**: Message queues, webhooks, event-driven architecture
          - **Pros**: Better fault tolerance, system decoupling
          - **Cons**: Eventual consistency, more complex error handling
          
          **3. Batch Integration (Scheduled)**:
          - **Use Cases**: Daily reports, bulk data updates, archival
          - **Technologies**: Scheduled jobs, file transfers, ETL processes
          - **Pros**: Simple to implement, efficient for large volumes
          - **Cons**: Data latency, potential batch failure impact
          
          **Integration Architecture Components**:
          
          **API Gateway/Middleware**:
          - Centralized API management
          - Authentication and authorization
          - Rate limiting and throttling
          - Request/response transformation
          - Logging and monitoring
          
          **Message Queue System**:
          - Asynchronous message processing
          - Error handling and retry mechanisms
          - Dead letter queues for failed messages
          - Message persistence and durability
          
          **Data Transformation Layer**:
          - Data format conversion (JSON, XML, CSV)
          - Field mapping and transformation
          - Data validation and cleansing
          - Business rule application
        elicit: true

      - id: specific-integrations
        title: Specific Integration Designs
        instruction: |
          Design specific integrations based on the requirements identified in the PRD:
          
          **For Each Integration, Specify**:
          
          **Integration Details**:
          1. **External System**: Name, version, and vendor
          2. **Business Purpose**: Why this integration is needed
          3. **Data Flow**: What data moves in which direction
          4. **Integration Pattern**: Real-time, batch, or event-driven
          5. **Technical Method**: API, file transfer, database connection
          6. **Frequency**: How often data is synchronized
          7. **Volume**: Expected data volumes and growth
          8. **Error Handling**: How failures are detected and resolved
          
          **Common Odoo Integration Examples**:
          
          **eCommerce Integration**:
          ```python
          # Example: Magento/Shopify to Odoo
          Integration: eCommerce Platform → Odoo
          Data Flow: 
            - Products: Odoo → eCommerce (master data)
            - Orders: eCommerce → Odoo (transactions)
            - Inventory: Odoo → eCommerce (stock levels)
            - Customers: Bidirectional sync
          Method: REST API with webhooks
          Frequency: Real-time for orders, hourly for inventory
          ```
          
          **Payment Gateway Integration**:
          ```python
          # Example: Stripe/PayPal Integration
          Integration: Payment Gateway ↔ Odoo
          Data Flow:
            - Payment requests: Odoo → Gateway
            - Payment confirmations: Gateway → Odoo
            - Refunds: Bidirectional
          Method: REST API
          Frequency: Real-time
          Security: Tokenization for card data
          ```
          
          **Shipping Carrier Integration**:
          ```python
          # Example: FedEx/UPS Integration
          Integration: Shipping Carrier ↔ Odoo
          Data Flow:
            - Shipping rates: Carrier → Odoo
            - Label generation: Odoo → Carrier
            - Tracking updates: Carrier → Odoo
          Method: SOAP/REST API
          Frequency: Real-time for rates, batch for tracking
          ```
          
          **Banking Integration**:
          ```python
          # Example: Bank Statement Import
          Integration: Bank → Odoo
          Data Flow:
            - Bank statements: Bank → Odoo
            - Payment confirmations: Bank → Odoo
          Method: File import (OFX, CSV) or API
          Frequency: Daily batch processing
          ```
        elicit: true

      - id: api-design
        title: API Design and Security
        instruction: |
          Design APIs for external systems to integrate with Odoo:
          
          **Odoo API Capabilities**:
          
          **1. XML-RPC API**:
          - Standard Odoo API for all operations
          - Supports authentication and session management
          - Full CRUD operations on all models
          - Suitable for: System integrations, data imports
          
          **2. JSON-RPC API**:
          - Web-based API for JavaScript clients
          - Session-based authentication
          - Same functionality as XML-RPC with JSON format
          - Suitable for: Web applications, mobile apps
          
          **3. REST API (via OCA modules)**:
          - RESTful endpoints for modern integrations
          - Token-based authentication
          - Standardized HTTP methods and status codes
          - Suitable for: Modern web services, microservices
          
          **API Security Architecture**:
          
          **Authentication Methods**:
          - Basic authentication (username/password)
          - API keys for system-to-system integration
          - OAuth 2.0 for third-party applications
          - JWT tokens for stateless authentication
          
          **Authorization and Access Control**:
          - Role-based access control (RBAC)
          - API endpoint access restrictions
          - Rate limiting and throttling
          - IP address whitelisting
          
          **API Security Best Practices**:
          - HTTPS encryption for all API communications
          - Input validation and sanitization
          - SQL injection prevention
          - API versioning strategy
          - Comprehensive logging and monitoring
          
          **Example API Implementation**:
          ```python
          # Custom REST API endpoint
          from odoo import http
          from odoo.http import request
          
          class CustomAPI(http.Controller):
              
              @http.route('/api/v1/customers', auth='api_key', 
                         methods=['GET'], csrf=False)
              def get_customers(self, **kwargs):
                  customers = request.env['res.partner'].search([
                      ('is_company', '=', False)
                  ])
                  return {
                      'customers': [{
                          'id': c.id,
                          'name': c.name,
                          'email': c.email
                      } for c in customers]
                  }
          ```
        elicit: true

  - id: performance-scalability
    title: Performance and Scalability
    instruction: |
      Design performance optimization and scalability strategies for the Odoo implementation.
    sections:
      - id: performance-requirements
        title: Performance Requirements
        instruction: |
          Define performance requirements and optimization strategies:
          
          **Performance Metrics and Targets**:
          
          **Response Time Requirements**:
          - Page load time: < 2 seconds for standard operations
          - Report generation: < 30 seconds for standard reports
          - API response time: < 500ms for simple queries
          - Search operations: < 1 second for typical searches
          
          **Throughput Requirements**:
          - Concurrent users: Support for X simultaneous users
          - Transaction volume: X transactions per hour/day
          - API calls: X requests per minute/hour
          - Batch processing: X records per hour
          
          **System Resources**:
          - CPU utilization: < 70% under normal load
          - Memory usage: < 80% of available RAM
          - Database size: Current size + 3-year growth projection
          - Storage I/O: Adequate IOPS for database operations
          
          **Performance Optimization Strategies**:
          
          **Database Optimization**:
          - Proper indexing strategy for frequently queried fields
          - Database connection pooling and optimization
          - Query optimization and avoiding N+1 problems
          - Database partitioning for large tables
          - Regular maintenance (VACUUM, ANALYZE)
          
          **Application Optimization**:
          - Efficient search domains and filters
          - Proper use of computed fields vs. stored fields
          - Caching strategies for expensive operations
          - Batch processing for bulk operations
          - Proper ORM usage patterns
          
          **Infrastructure Optimization**:
          - Load balancing for high availability
          - CDN for static assets
          - Redis caching for sessions and temporary data
          - Proper server sizing and resource allocation
        elicit: true

      - id: scalability-planning
        title: Scalability Planning
        instruction: |
          Plan for system scalability to handle growth over time:
          
          **Scaling Dimensions**:
          
          **User Scaling**:
          - Current users: X users
          - 1-year projection: X users
          - 3-year projection: X users
          - Peak concurrent usage patterns
          
          **Data Scaling**:
          - Current database size: X GB
          - Annual growth rate: X% or X GB/year
          - Transaction volume growth
          - Integration data volume growth
          
          **Geographic Scaling**:
          - Current locations: Single/Multiple sites
          - Expansion plans: New offices/countries
          - Multi-company requirements
          - Localization needs (languages, currencies, regulations)
          
          **Scalability Architecture Options**:
          
          **Vertical Scaling (Scale Up)**:
          - Increase server resources (CPU, RAM, storage)
          - Upgrade database server specifications
          - Optimize single-instance performance
          - Suitable for: Moderate growth, simpler architecture
          
          **Horizontal Scaling (Scale Out)**:
          - Multiple Odoo instances with load balancing
          - Database clustering and replication
          - Microservices architecture for specific functions
          - Suitable for: High growth, geographic distribution
          
          **Hybrid Scaling**:
          - Combination of vertical and horizontal scaling
          - Different scaling strategies for different components
          - Cloud-based auto-scaling capabilities
          - Suitable for: Variable load patterns, cost optimization
          
          **Scalability Implementation Plan**:
          
          **Phase 1: Foundation** (0-12 months):
          - Single instance with optimized configuration
          - Proper monitoring and performance baseline
          - Database optimization and indexing
          - Caching implementation
          
          **Phase 2: Optimization** (12-24 months):
          - Load balancing implementation
          - Database performance tuning
          - API optimization and caching
          - Integration performance optimization
          
          **Phase 3: Scaling** (24+ months):
          - Multi-instance deployment
          - Geographic distribution if needed
          - Advanced caching and CDN implementation
          - Microservices extraction if applicable
        elicit: true

  - id: deployment-architecture
    title: Deployment Architecture
    instruction: |
      Design the deployment strategy and infrastructure architecture.
    sections:
      - id: deployment-strategy
        title: Deployment Strategy
        instruction: |
          Define the deployment approach and infrastructure setup:
          
          **Deployment Framework Selection**:
          
          **Doodba Framework** (Recommended for most cases):
          - Docker-based deployment with best practices
          - Standardized project structure and workflows
          - Built-in development and production configurations
          - Integrated testing and quality assurance tools
          - Community support and documentation
          
          **Alternative Deployment Options**:
          - Native Docker containers (custom setup)
          - Bare metal installation (traditional approach)
          - Odoo.sh (Odoo's managed cloud platform)
          - Third-party cloud services (AWS, Google Cloud, Azure)
          
          **Environment Architecture**:
          
          **Development Environment**:
          ```yaml
          # docker-compose.yml for development
          services:
            odoo:
              build: ./odoo
              ports: ["8069:8069"]
              volumes: 
                - ./odoo/custom:/opt/odoo/custom
                - ./odoo/auto:/opt/odoo/auto:ro
              environment:
                - PGHOST=db
                - LOG_LEVEL=debug
            db:
              image: postgres:15
              environment:
                - POSTGRES_DB=odoo
                - POSTGRES_USER=odoo
                - POSTGRES_PASSWORD=odoo
          ```
          
          **Testing/Staging Environment**:
          - Mirror production configuration
          - Automated deployment from development
          - Test data management and refresh procedures
          - Performance testing capabilities
          
          **Production Environment**:
          ```yaml
          # Production configuration example
          services:
            odoo:
              image: production-odoo-image:latest
              restart: unless-stopped
              environment:
                - WORKERS=8
                - MAX_CRON_THREADS=2
                - PROXY_MODE=1
              deploy:
                resources:
                  limits:
                    cpus: '4.0'
                    memory: 8G
            nginx:
              image: nginx:alpine
              ports: ["80:80", "443:443"]
              volumes:
                - ./nginx/ssl:/etc/nginx/ssl
            db:
              image: postgres:15
              volumes:
                - db-data:/var/lib/postgresql/data
              environment:
                - POSTGRES_SHARED_PRELOAD_LIBRARIES=pg_stat_statements
          ```
        elicit: true

      - id: infrastructure-requirements
        title: Infrastructure Requirements
        instruction: |
          Specify detailed infrastructure requirements for each environment:
          
          **Hardware Requirements**:
          
          **Development Environment**:
          - CPU: 2-4 cores
          - RAM: 8-16 GB
          - Storage: 100-200 GB SSD
          - Network: Standard broadband
          
          **Production Environment**:
          - CPU: 8-16 cores (depending on user count)
          - RAM: 16-64 GB (4-8 GB per 100 users)
          - Storage: 500+ GB SSD (database + filestore)
          - Network: High-speed internet with redundancy
          
          **Database Server Requirements**:
          - CPU: Dedicated cores for database operations
          - RAM: Large amount for database caching
          - Storage: Fast SSD with high IOPS
          - Backup: Separate storage for database backups
          
          **Network Architecture**:
          
          **Security Zones**:
          - DMZ: Web servers and load balancers
          - Application Zone: Odoo application servers
          - Database Zone: Database servers (restricted access)
          - Management Zone: Monitoring and backup systems
          
          **Network Components**:
          - Load balancer for high availability
          - Firewall for security protection
          - VPN for secure remote access
          - DNS and certificate management
          
          **Monitoring and Logging**:
          
          **System Monitoring**:
          - Server resource monitoring (CPU, RAM, disk, network)
          - Database performance monitoring
          - Application performance monitoring
          - User experience monitoring
          
          **Log Management**:
          - Centralized log collection and analysis
          - Security event logging and alerting
          - Application error tracking
          - Audit trail management
          
          **Backup and Disaster Recovery**:
          
          **Backup Strategy**:
          - Daily database backups with retention policy
          - File system backups (custom modules, configurations)
          - Offsite backup storage for disaster recovery
          - Backup verification and restoration testing
          
          **Disaster Recovery Plan**:
          - Recovery Time Objective (RTO): Maximum downtime
          - Recovery Point Objective (RPO): Maximum data loss
          - Disaster recovery procedures and runbooks
          - Regular disaster recovery testing
        elicit: true

  - id: security-architecture
    title: Security Architecture
    instruction: |
      Design comprehensive security measures for the Odoo implementation.
    sections:
      - id: security-framework
        title: Security Framework
        instruction: |
          Define the overall security framework and approach:
          
          **Security Principles**:
          - Defense in depth (multiple security layers)
          - Principle of least privilege (minimal access rights)
          - Fail-safe defaults (secure by default configuration)
          - Complete mediation (all access requests validated)
          - Security through diversity (multiple security mechanisms)
          
          **Security Domains**:
          
          **Network Security**:
          - Firewall configuration and rules
          - Network segmentation and VLANs
          - VPN for secure remote access
          - DDoS protection and mitigation
          - Intrusion detection and prevention
          
          **Application Security**:
          - Secure coding practices
          - Input validation and sanitization
          - SQL injection prevention
          - Cross-site scripting (XSS) protection
          - Authentication and session management
          
          **Data Security**:
          - Data encryption at rest and in transit
          - Database access controls
          - Personal data protection (GDPR compliance)
          - Data backup encryption
          - Secure data disposal
          
          **Access Control Security**:
          - Multi-factor authentication (MFA)
          - Role-based access control (RBAC)
          - Regular access reviews and audits
          - Account lockout and password policies
          - Privileged account management
        elicit: true

      - id: compliance-requirements
        title: Compliance Requirements
        instruction: |
          Address regulatory and compliance requirements:
          
          **Regulatory Compliance**:
          
          **GDPR (General Data Protection Regulation)**:
          - Personal data identification and classification
          - Data subject rights implementation
          - Privacy by design principles
          - Data breach notification procedures
          - Data protection officer designation
          
          **SOX (Sarbanes-Oxley) - if applicable**:
          - Financial data controls
          - Audit trail requirements
          - Change management controls
          - User access controls for financial data
          - Regular compliance assessments
          
          **Industry-Specific Regulations**:
          - Healthcare: HIPAA compliance
          - Financial: PCI DSS compliance
          - Manufacturing: FDA regulations
          - Other: Industry-specific requirements
          
          **Compliance Implementation**:
          
          **Audit Trail and Logging**:
          - User activity logging
          - Data access and modification tracking
          - System change logging
          - Regular audit report generation
          - Log retention and archival
          
          **Data Governance**:
          - Data classification and handling procedures
          - Data retention and disposal policies
          - Data quality and integrity controls
          - Regular compliance monitoring
          - Incident response procedures
        elicit: true

  - id: testing-strategy
    title: Testing Strategy
    instruction: |
      Define comprehensive testing approach for the Odoo implementation.
    sections:
      - id: testing-framework
        title: Testing Framework
        instruction: |
          Design the testing strategy and framework:
          
          **Testing Levels**:
          
          **Unit Testing**:
          - Individual module and function testing
          - Automated test suites for custom code
          - Test-driven development approach
          - Code coverage requirements (80%+ for custom code)
          
          **Integration Testing**:
          - Module integration testing
          - API integration testing
          - Database integration testing
          - External system integration testing
          
          **System Testing**:
          - End-to-end business process testing
          - Performance and load testing
          - Security and penetration testing
          - Usability and user experience testing
          
          **Acceptance Testing**:
          - User acceptance testing (UAT)
          - Business process validation
          - Regression testing for existing functionality
          - Go-live readiness testing
          
          **Testing Environments**:
          
          **Development Testing**:
          - Unit tests run on developer machines
          - Continuous integration testing
          - Basic functionality validation
          - Code quality checks
          
          **Integration Testing Environment**:
          - Full system integration testing
          - API and external system testing
          - Performance baseline testing
          - Security vulnerability scanning
          
          **User Acceptance Testing Environment**:
          - Production-like environment for UAT
          - Business user testing and validation
          - Training and documentation validation
          - Go-live rehearsal testing
        elicit: true

      - id: testing-procedures
        title: Testing Procedures
        instruction: |
          Define specific testing procedures and protocols:
          
          **Automated Testing**:
          
          **Continuous Integration Pipeline**:
          ```yaml
          # Example CI/CD pipeline for Odoo
          stages:
            - lint: Code quality checks (flake8, pylint-odoo)
            - test: Unit and integration tests
            - build: Docker image building
            - deploy-staging: Staging deployment
            - test-integration: Integration test suite
            - deploy-production: Production deployment (manual)
          ```
          
          **Test Data Management**:
          - Test data creation and maintenance
          - Production data anonymization for testing
          - Test data refresh procedures
          - Data-driven testing approaches
          
          **Performance Testing**:
          
          **Load Testing Scenarios**:
          - Normal load: Expected daily usage patterns
          - Peak load: Maximum expected concurrent users
          - Stress testing: Beyond normal capacity
          - Endurance testing: Extended usage periods
          
          **Performance Metrics**:
          - Response time measurements
          - Throughput and concurrent user capacity
          - System resource utilization
          - Database performance metrics
          
          **Security Testing**:
          
          **Vulnerability Assessment**:
          - Automated security scanning
          - Manual penetration testing
          - Code security review
          - Configuration security audit
          
          **User Acceptance Testing**:
          
          **UAT Planning**:
          - Test scenario development
          - User training and preparation
          - Testing environment setup
          - Issue tracking and resolution
          
          **Go-Live Testing**:
          - Production deployment testing
          - Smoke testing procedures
          - Rollback testing and procedures
          - Post-deployment validation
        elicit: true

  - id: maintenance-support
    title: Maintenance and Support
    instruction: |
      Plan ongoing maintenance and support for the Odoo implementation.
    sections:
      - id: maintenance-strategy
        title: Maintenance Strategy
        instruction: |
          Define ongoing maintenance approach and procedures:
          
          **Maintenance Categories**:
          
          **Preventive Maintenance**:
          - Regular system health checks
          - Database maintenance and optimization
          - Security patch management
          - Performance monitoring and tuning
          - Backup verification and testing
          
          **Corrective Maintenance**:
          - Bug fixes and issue resolution
          - Data correction and cleanup
          - Integration problem resolution
          - User training and support
          
          **Adaptive Maintenance**:
          - Odoo version upgrades
          - New feature implementation
          - Integration updates and changes
          - Regulatory compliance updates
          
          **Perfective Maintenance**:
          - Performance optimization
          - User experience improvements
          - Process optimization
          - Capacity planning and scaling
          
          **Maintenance Procedures**:
          
          **Regular Maintenance Tasks**:
          - Daily: System monitoring and backup verification
          - Weekly: Performance review and log analysis
          - Monthly: Security updates and patch management
          - Quarterly: Capacity planning and performance optimization
          - Annually: Disaster recovery testing and documentation updates
          
          **Change Management Process**:
          - Change request evaluation and approval
          - Impact assessment and risk analysis
          - Testing and validation procedures
          - Deployment planning and execution
          - Post-deployment monitoring and validation
        elicit: true

      - id: support-model
        title: Support Model
        instruction: |
          Define the support structure and service level agreements:
          
          **Support Tiers**:
          
          **Tier 1 Support (Help Desk)**:
          - User questions and basic troubleshooting
          - Password resets and access issues
          - Basic configuration assistance
          - Incident logging and initial triage
          
          **Tier 2 Support (Technical Support)**:
          - Advanced troubleshooting and problem resolution
          - System configuration and customization
          - Integration issues and API problems
          - Performance issues and optimization
          
          **Tier 3 Support (Development Support)**:
          - Custom module development and fixes
          - Complex integration development
          - Database issues and optimization
          - Architecture changes and enhancements
          
          **Service Level Agreements (SLAs)**:
          
          **Response Time SLAs**:
          - Critical (system down): 1 hour response, 4 hour resolution
          - High (major functionality impacted): 4 hour response, 24 hour resolution
          - Medium (minor functionality impacted): 1 business day response, 3 business day resolution
          - Low (general questions): 2 business day response, 5 business day resolution
          
          **Availability SLAs**:
          - System uptime: 99.9% availability during business hours
          - Planned maintenance windows: Off-hours with advance notice
          - Emergency maintenance: As needed with stakeholder notification
          
          **Support Channels**:
          - Email support for non-urgent issues
          - Phone support for urgent issues
          - Online portal for ticket tracking
          - Remote assistance for troubleshooting
          
          **Knowledge Management**:
          - User documentation and training materials
          - Technical documentation and runbooks
          - FAQ and common issue resolution
          - Best practices and guidelines
        elicit: true

  - id: conclusion
    title: Conclusion and Next Steps
    instruction: |
      Summarize the architecture and define next steps for implementation.
    sections:
      - id: architecture-summary
        title: Architecture Summary
        instruction: |
          Provide a comprehensive summary of the technical architecture:
          
          **Key Architecture Decisions**:
          - Odoo version and edition selection rationale
          - Deployment framework choice (Doodba/Docker)
          - Integration approach and patterns
          - Security framework and compliance approach
          - Performance and scalability strategy
          
          **Technical Components**:
          - Standard Odoo modules selected
          - OCA community modules identified
          - Custom modules designed
          - Integration points defined
          - Infrastructure requirements specified
          
          **Implementation Approach**:
          - Development methodology and workflow
          - Testing strategy and quality assurance
          - Deployment and go-live approach
          - Maintenance and support model
          
          **Risk Mitigation**:
          - Technical risks identified and addressed
          - Performance risks mitigated through design
          - Security risks managed through framework
          - Integration risks reduced through testing
        elicit: true

      - id: implementation-roadmap
        title: Implementation Roadmap
        instruction: |
          Define the high-level roadmap for implementing this architecture:
          
          **Phase 1: Foundation Setup** (Weeks 1-4)
          - Development environment setup
          - Base Odoo installation and configuration
          - Standard module installation and basic configuration
          - Development team training and onboarding
          
          **Phase 2: Custom Development** (Weeks 5-8)
          - Custom module development and testing
          - OCA module installation and configuration
          - Basic integration development
          - Unit testing and quality assurance
          
          **Phase 3: Integration and Testing** (Weeks 9-12)
          - External system integration development
          - System integration testing
          - Performance testing and optimization
          - Security testing and hardening
          
          **Phase 4: User Acceptance and Go-Live** (Weeks 13-16)
          - User acceptance testing environment setup
          - Business user training and UAT execution
          - Production environment preparation
          - Go-live execution and support
          
          **Dependencies and Critical Path**:
          - External system readiness for integration
          - Data migration preparation and execution
          - User training and change management
          - Infrastructure provisioning and setup
          
          **Success Criteria**:
          - All functional requirements implemented
          - Performance targets met
          - Security requirements satisfied
          - User acceptance achieved
          - Go-live successful with minimal issues
        elicit: true