bmad-odoo-dev

# Odoo Migration Checklist ## Pre-Migration Planning Phase ### Current System Assessment - [ ] Document current Odoo version and patch level - [ ] Create inventory of all installed modules (standard, OCA, custom) - [ ] Document all customizations and modifications - [ ] Assess database size and performance baseline - [ ] Document all external integrations and APIs - [ ] Identify critical business processes and dependencies - [ ] Document current infrastructure and deployment - [ ] Assess user base and their roles/permissions ### Target Environment Analysis - [ ] Select target Odoo version with business justification - [ ] Research breaking changes between versions - [ ] Identify deprecated features and replacement strategies - [ ] Assess new features and their business value - [ ] Plan infrastructure requirements for target version - [ ] Evaluate OCA module compatibility with target version - [ ] Document version-specific migration considerations ### Risk Assessment - [ ] Identify all migration risks (technical, business, operational) - [ ] Assess probability and impact of each risk - [ ] Develop mitigation strategies for high-risk items - [ ] Create contingency plans for critical risks - [ ] Define go/no-go criteria and decision points - [ ] Plan rollback procedures and timelines - [ ] Identify key stakeholders and communication plans ### Migration Strategy Selection - [ ] Evaluate migration strategy options (big bang, phased, parallel) - [ ] Consider business constraints and requirements - [ ] Assess technical complexity and resource requirements - [ ] Evaluate downtime tolerance and business impact - [ ] Document selected strategy with justification - [ ] Create detailed migration timeline and milestones - [ ] Identify resource requirements and team structure ## Technical Preparation Phase ### Environment Setup - [ ] Set up development environment with target Odoo version - [ ] Create staging environment that mirrors production - [ ] Set up version control for migration-related changes - [ ] Configure backup and restore procedures - [ ] Set up monitoring and logging systems - [ ] Create automated deployment scripts - [ ] Test disaster recovery procedures ### Module Compatibility Analysis - [ ] Test each standard module in target version - [ ] Verify OCA module availability and compatibility - [ ] Analyze custom modules for breaking changes - [ ] Identify deprecated imports and functions - [ ] Plan code refactoring for incompatible modules - [ ] Test third-party integrations with target version - [ ] Document module update requirements and priorities ### Database Analysis - [ ] Analyze database schema changes between versions - [ ] Identify data migration requirements - [ ] Plan for new required fields or constraints - [ ] Assess performance impact of schema changes - [ ] Create database migration scripts - [ ] Test migration scripts with production data copy - [ ] Plan for data validation and integrity checks ### Custom Code Review - [ ] Review all custom Python code for compatibility - [ ] Update deprecated API calls and methods - [ ] Review and update custom JavaScript code - [ ] Update XML view definitions for new structure - [ ] Review and update security groups and rules - [ ] Update manifest files for target version - [ ] Test custom code in target environment ## Testing Preparation Phase ### Test Environment Setup - [ ] Create isolated testing environment - [ ] Import production data copy for testing - [ ] Configure all external integrations in test environment - [ ] Set up automated testing tools and frameworks - [ ] Create test user accounts with various permission levels - [ ] Configure monitoring and performance measurement tools ### Test Case Development - [ ] Document all critical business processes - [ ] Create test cases for each business process - [ ] Develop automated tests for custom functionality - [ ] Create performance benchmark tests - [ ] Develop integration tests for external systems - [ ] Plan user acceptance testing scenarios - [ ] Create data validation test procedures ### Migration Rehearsal - [ ] Perform complete migration rehearsal in test environment - [ ] Time all migration steps and procedures - [ ] Test rollback procedures thoroughly - [ ] Validate data integrity after migration - [ ] Test all business processes in migrated system - [ ] Measure performance against baseline - [ ] Document all issues and resolution procedures ## Pre-Migration Execution Phase ### Final Preparations (1 Week Before) - [ ] Freeze all changes to production system - [ ] Complete final system backup and verification - [ ] Confirm all team members and their responsibilities - [ ] Prepare communication templates and notifications - [ ] Set up monitoring and alerting systems - [ ] Prepare emergency contact lists and escalation procedures - [ ] Confirm external vendor readiness (if applicable) ### Communication and Training - [ ] Notify all stakeholders of migration schedule - [ ] Provide user training on new features and changes - [ ] Distribute user guides and documentation - [ ] Set up support channels for post-migration issues - [ ] Brief support team on new system functionality - [ ] Prepare FAQ and troubleshooting guides ### Infrastructure Preparation - [ ] Provision and configure target infrastructure - [ ] Set up load balancers and networking - [ ] Configure SSL certificates and security - [ ] Set up monitoring and logging systems - [ ] Test backup and disaster recovery procedures - [ ] Prepare rollback infrastructure if needed ## Migration Execution Phase ### Pre-Migration Weekend #### Friday Evening - [ ] Begin maintenance window and user notifications - [ ] Stop all scheduled jobs and integrations - [ ] Create final production backup - [ ] Verify backup integrity and accessibility - [ ] Set up migration team communication channels - [ ] Begin initial migration steps (if applicable) ### Migration Saturday #### Database Migration - [ ] Export production database - [ ] Create target version database - [ ] Run database migration scripts - [ ] Validate database schema changes - [ ] Verify data integrity and completeness - [ ] Update database statistics and indexes - [ ] Test database connectivity and performance #### Application Migration - [ ] Deploy updated/new modules - [ ] Update system configurations - [ ] Apply security group and permission changes - [ ] Configure external integration endpoints - [ ] Update email templates and notifications - [ ] Apply any custom configuration changes #### Initial Testing - [ ] Run automated smoke tests - [ ] Test critical business processes manually - [ ] Verify external integrations are working - [ ] Check system performance and response times - [ ] Validate user authentication and permissions - [ ] Test email and notification systems ### Migration Sunday #### Comprehensive Testing - [ ] Execute full test suite - [ ] Perform user acceptance testing scenarios - [ ] Test all external integrations thoroughly - [ ] Validate data accuracy and completeness - [ ] Test all user roles and permissions - [ ] Perform performance and load testing - [ ] Verify backup and monitoring systems #### Go-Live Decision - [ ] Review all test results and metrics - [ ] Assess any critical issues discovered - [ ] Make go/no-go decision based on criteria - [ ] Execute rollback if decision is no-go - [ ] Communicate decision to all stakeholders - [ ] Prepare for user access and support ## Post-Migration Validation Phase ### Immediate Post-Migration (First 24 Hours) - [ ] Monitor system performance and stability - [ ] Track user login and access patterns - [ ] Monitor error logs and system alerts - [ ] Provide immediate user support - [ ] Address any critical issues promptly - [ ] Collect initial user feedback - [ ] Document any issues and resolutions ### First Week Post-Migration - [ ] Continue performance and stability monitoring - [ ] Conduct daily system health checks - [ ] Review and address user feedback - [ ] Fine-tune performance and configurations - [ ] Update documentation based on actual experience - [ ] Provide ongoing user training and support - [ ] Plan for any necessary hotfixes or adjustments ### First Month Post-Migration - [ ] Conduct comprehensive system review - [ ] Analyze performance metrics vs. pre-migration baseline - [ ] Review user adoption and satisfaction metrics - [ ] Address any remaining issues or optimization needs - [ ] Update procedures and documentation - [ ] Plan for future updates and maintenance - [ ] Conduct lessons learned session ## Data Validation and Integrity Phase ### Automated Data Validation - [ ] Compare record counts between old and new systems - [ ] Validate key financial data accuracy - [ ] Check customer and vendor data integrity - [ ] Verify product and inventory data - [ ] Validate historical transaction data - [ ] Check computed field calculations - [ ] Verify relationship integrity between models ### Business Process Validation - [ ] Test complete order-to-cash process - [ ] Validate procure-to-pay workflow - [ ] Test manufacturing processes (if applicable) - [ ] Verify accounting and financial reporting - [ ] Test HR processes and payroll (if applicable) - [ ] Validate inventory management workflows - [ ] Test customer service and support processes ### Integration Validation - [ ] Test all external API integrations - [ ] Verify data synchronization with external systems - [ ] Test email and notification systems - [ ] Validate payment gateway integrations - [ ] Test shipping and logistics integrations - [ ] Verify reporting and BI tool connections - [ ] Test mobile app connectivity (if applicable) ## Performance and Optimization Phase ### Performance Monitoring - [ ] Monitor response times for critical operations - [ ] Track database query performance - [ ] Monitor memory and CPU usage - [ ] Check concurrent user capacity - [ ] Monitor integration response times - [ ] Track report generation performance - [ ] Monitor mobile app performance (if applicable) ### Optimization Activities - [ ] Optimize slow database queries - [ ] Adjust server configuration for optimal performance - [ ] Implement caching where appropriate - [ ] Optimize custom code for better performance - [ ] Fine-tune database indexes - [ ] Optimize integration calls and batching - [ ] Configure appropriate worker processes ## User Adoption and Training Phase ### User Onboarding - [ ] Provide comprehensive user training sessions - [ ] Create role-specific training materials - [ ] Set up user help desk and support channels - [ ] Distribute quick reference guides - [ ] Conduct hands-on training workshops - [ ] Provide one-on-one support for key users - [ ] Set up user feedback collection system ### Adoption Monitoring - [ ] Track user login patterns and usage - [ ] Monitor feature adoption rates - [ ] Collect user satisfaction feedback - [ ] Identify users needing additional support - [ ] Track support ticket volume and types - [ ] Measure productivity impact - [ ] Plan additional training as needed ## Documentation and Knowledge Transfer Phase ### Technical Documentation Updates - [ ] Update system architecture documentation - [ ] Document all configuration changes made during migration - [ ] Update integration documentation - [ ] Create troubleshooting guides for new issues - [ ] Update deployment and maintenance procedures - [ ] Document performance optimization changes - [ ] Update disaster recovery procedures ### User Documentation Updates - [ ] Update user manuals and guides - [ ] Create video tutorials for new features - [ ] Update process documentation for changed workflows - [ ] Create FAQ based on migration experience - [ ] Update training materials and presentations - [ ] Create quick reference cards for new features ## Final Review and Closure Phase ### Migration Success Assessment - [ ] Compare actual vs. planned timeline and budget - [ ] Assess achievement of migration objectives - [ ] Evaluate user satisfaction and adoption - [ ] Review performance improvements or degradations - [ ] Assess data integrity and accuracy - [ ] Evaluate integration success - [ ] Document lessons learned and best practices ### Project Closure Activities - [ ] Conduct post-migration review meeting - [ ] Document all outstanding issues and their plans - [ ] Transfer knowledge to ongoing support team - [ ] Archive migration-specific resources - [ ] Update ongoing maintenance procedures - [ ] Plan for future updates and improvements - [ ] Celebrate migration success with team ## Rollback Procedures (If Required) ### Immediate Rollback (Within 2 Hours) - [ ] Stop all services and user access - [ ] Restore database from pre-migration backup - [ ] Restore application code to previous version - [ ] Restore configuration files and settings - [ ] Test critical functionality in restored system - [ ] Communicate rollback status to stakeholders - [ ] Resume normal operations with old system ### Extended Rollback (After 2+ Hours) - [ ] Assess data created since migration go-live - [ ] Plan for preservation of critical new data - [ ] Coordinate with business stakeholders on data impact - [ ] Execute partial rollback with data preservation - [ ] Validate hybrid data integrity - [ ] Plan for re-migration with lessons learned ## Emergency Procedures ### Critical Issue Response - [ ] Escalate critical issues immediately - [ ] Activate emergency response team - [ ] Assess impact and determine response strategy - [ ] Implement immediate workarounds if possible - [ ] Communicate status to all stakeholders - [ ] Document all emergency actions taken - [ ] Plan for permanent resolution ### Communication During Emergencies - [ ] Use pre-defined communication channels - [ ] Provide regular status updates - [ ] Manage stakeholder expectations appropriately - [ ] Coordinate with external vendors if needed - [ ] Maintain clear decision-making authority - [ ] Document all decisions and rationale ## Sign-off and Approval ### Migration Phase Approvals - [ ] Pre-migration planning approved by: _________________ Date: _______ - [ ] Technical preparation approved by: _________________ Date: _______ - [ ] Testing phase approved by: _________________ Date: _______ - [ ] Migration execution approved by: _________________ Date: _______ - [ ] Post-migration validation approved by: _________________ Date: _______ - [ ] Final migration success approved by: _________________ Date: _______ ### Stakeholder Sign-offs - [ ] IT Director: _________________ Date: _______ - [ ] Business Stakeholder: _________________ Date: _______ - [ ] Project Manager: _________________ Date: _______ - [ ] Technical Lead: _________________ Date: _______ - [ ] Quality Assurance: _________________ Date: _______