bmad-odoo-dev/dist/tasks/plan-odoo-migration.md

BMAD-METHOD expansion pack for comprehensive Odoo ERP development workflows

# Plan Odoo Migration

You are tasked with planning a comprehensive Odoo version migration strategy. This task involves analyzing the current system, identifying migration challenges, and creating a detailed plan that minimizes business disruption while ensuring successful migration to the target version.

## Task Objectives

### Primary Goals
- Create a comprehensive migration plan with timelines and milestones
- Identify and assess all migration risks and mitigation strategies
- Plan testing procedures to ensure successful migration
- Design rollback procedures and contingency plans
- Minimize business disruption and downtime

### Success Criteria
- Complete migration assessment with risk analysis
- Detailed project plan with realistic timelines
- Comprehensive testing strategy covering all scenarios
- Rollback procedures tested and validated
- Stakeholder communication and training plans

## Prerequisites

### Current System Analysis
- **Odoo Version**: Current version and patch level
- **Custom Modules**: List of all custom and third-party modules
- **Database Size**: Record counts and storage requirements
- **Integrations**: External systems and API connections
- **User Base**: Number of users and their roles

### Target Environment
- **Target Version**: Specific Odoo version and rationale
- **Infrastructure Requirements**: Hardware and software needs
- **New Features**: Business value of upgrade
- **Timeline Constraints**: Business and technical deadlines

## Migration Planning Framework

### 1. Current System Assessment

#### System Inventory Checklist
```bash
#!/bin/bash
# System Assessment Script

echo "=== ODOO MIGRATION ASSESSMENT ==="
echo "Generated on: $(date)"
echo ""

echo "=== CURRENT SYSTEM INFO ==="
docker compose run --rm odoo odoo --version
docker compose run --rm odoo click-odoo -d ${DB_NAME} --rollback -c "
print(f'Database: {env.cr.dbname}')
print(f'Companies: {env[\"res.company\"].search_count([])}')
print(f'Users: {env[\"res.users\"].search_count([])}')
print(f'Partners: {env[\"res.partner\"].search_count([])}')
"

echo ""
echo "=== INSTALLED MODULES ==="
docker compose run --rm odoo click-odoo -d ${DB_NAME} --rollback -c "
modules = env['ir.module.module'].search([('state', '=', 'installed')])
for module in modules:
    print(f'{module.name},{module.latest_version},{module.author}')
" > installed_modules.csv

echo ""
echo "=== CUSTOM MODULES ==="
find ./odoo/custom -name '__manifest__.py' -exec dirname {} \; | while read dir; do
    module_name=$(basename "$dir")
    echo "Analyzing module: $module_name"
    
    # Check for deprecated patterns
    grep -r "from openerp import" "$dir" && echo "  WARNING: Old import style"
    grep -r "osv.osv" "$dir" && echo "  WARNING: Deprecated OSV"
    grep -r "@api.one" "$dir" && echo "  WARNING: Deprecated @api.one"
    
    # Check Python version compatibility
    python3 -m py_compile "$dir"/*.py 2>/dev/null || echo "  ERROR: Python syntax issues"
done

echo ""
echo "=== DATABASE STATISTICS ==="
docker compose run --rm odoo psql -d ${DB_NAME} -c "
SELECT 
    schemaname,
    tablename,
    attname,
    n_distinct,
    correlation
FROM pg_stats 
WHERE schemaname = 'public' 
AND tablename LIKE 'ir_%'
ORDER BY n_distinct DESC LIMIT 20;
"

echo ""
echo "=== INTEGRATION POINTS ==="
docker compose run --rm odoo click-odoo -d ${DB_NAME} --rollback -c "
# Check for external integrations
crons = env['ir.cron'].search([('active', '=', True)])
print('Active Cron Jobs:')
for cron in crons:
    print(f'  {cron.name}: {cron.model_id.model}.{cron.function}')

# Check for webhooks/API endpoints
webhooks = env['webhook.address'].search([]) if 'webhook.address' in env.registry else []
print(f'\\nWebhooks configured: {len(webhooks)}')

# Check for email templates
templates = env['mail.template'].search([])
print(f'Email templates: {len(templates)}')
"
```

#### Migration Complexity Matrix
```python
def assess_migration_complexity():
    """Assess migration complexity based on multiple factors"""
    
    complexity_factors = {
        'version_jump': {
            'minor': 1,  # 16.0 to 16.1
            'major': 3,  # 16.0 to 17.0
            'multi_major': 5  # 15.0 to 18.0
        },
        'custom_modules': {
            'none': 1,
            'few_simple': 2,
            'many_simple': 3,
            'complex': 4,
            'heavily_customized': 5
        },
        'database_size': {
            'small': 1,      # < 1GB
            'medium': 2,     # 1-10GB
            'large': 3,      # 10-100GB
            'very_large': 4, # 100GB-1TB
            'enterprise': 5  # > 1TB
        },
        'integrations': {
            'none': 1,
            'simple_apis': 2,
            'complex_apis': 3,
            'legacy_systems': 4,
            'critical_realtime': 5
        },
        'business_criticality': {
            'development': 1,
            'staging': 2,
            'production_flexible': 3,
            'production_important': 4,
            'mission_critical': 5
        }
    }
    
    # Calculate weighted complexity score
    weights = {
        'version_jump': 0.25,
        'custom_modules': 0.30,
        'database_size': 0.15,
        'integrations': 0.20,
        'business_criticality': 0.10
    }
    
    # Example assessment
    scores = {
        'version_jump': 3,      # 16.0 to 17.0
        'custom_modules': 4,    # Complex customizations
        'database_size': 3,     # Large database
        'integrations': 3,      # Complex APIs
        'business_criticality': 4  # Production important
    }
    
    complexity_score = sum(scores[factor] * weights[factor] for factor in scores)
    
    if complexity_score <= 2.0:
        return 'LOW', 'Simple migration, minimal risk'
    elif complexity_score <= 3.5:
        return 'MEDIUM', 'Moderate complexity, standard procedures'
    elif complexity_score <= 4.5:
        return 'HIGH', 'Complex migration, extensive testing required'
    else:
        return 'CRITICAL', 'High-risk migration, maximum precautions needed'
```

### 2. Migration Strategy Selection

#### Strategy Options Analysis
```yaml
# Migration Strategy Comparison

big_bang_migration:
  description: "Complete migration in single maintenance window"
  timeline: "1-3 days downtime"
  complexity: "High"
  risk: "High"
  cost: "Medium"
  best_for:
    - Small to medium databases
    - Simple customizations
    - Flexible business operations
  challenges:
    - Extended downtime
    - High risk if issues occur
    - Limited rollback options during migration

phased_migration:
  description: "Gradual migration of components over time"
  timeline: "2-8 weeks total, minimal downtime per phase"
  complexity: "Very High"
  risk: "Medium"
  cost: "High"
  best_for:
    - Large databases
    - Complex customizations
    - Mission-critical systems
  challenges:
    - Version compatibility management
    - Data synchronization complexity
    - Extended project timeline

parallel_run:
  description: "Run old and new systems in parallel"
  timeline: "4-12 weeks with gradual switchover"
  complexity: "Very High"
  risk: "Low"
  cost: "Very High"
  best_for:
    - Mission-critical systems
    - Zero-downtime requirements
    - Complex integrations
  challenges:
    - Double infrastructure costs
    - Data synchronization
    - Complex cutover procedures

blue_green_deployment:
  description: "Instant switch between environments"
  timeline: "Preparation weeks, instant switch"
  complexity: "High"
  risk: "Medium"
  cost: "High"
  best_for:
    - Cloud deployments
    - Container-based systems
    - Quick rollback requirements
  challenges:
    - Infrastructure duplication
    - Data sync complexity
    - Network configuration
```

### 3. Detailed Migration Plan

#### Pre-Migration Phase (Weeks 1-4)
```markdown
## Phase 1: Preparation and Analysis

### Week 1: Current State Assessment
- [ ] Complete system inventory and documentation
- [ ] Analyze all custom modules for compatibility
- [ ] Document all integrations and external dependencies
- [ ] Assess database size and performance baseline
- [ ] Identify key stakeholders and communication plan

### Week 2: Target Environment Planning
- [ ] Set up target Odoo version in development environment
- [ ] Test installation and basic functionality
- [ ] Analyze new features and their business value
- [ ] Plan infrastructure requirements and scaling
- [ ] Create detailed project timeline and resource allocation

### Week 3: Custom Module Analysis
- [ ] Analyze each custom module for compatibility issues
- [ ] Identify deprecated functions and replacement strategies
- [ ] Plan module updates and refactoring requirements
- [ ] Test third-party module availability and compatibility
- [ ] Create module update priority and dependency matrix

### Week 4: Risk Assessment and Mitigation
- [ ] Complete comprehensive risk assessment
- [ ] Develop mitigation strategies for each identified risk
- [ ] Create detailed rollback procedures
- [ ] Plan testing strategies and validation procedures
- [ ] Finalize go/no-go criteria and decision points
```

#### Migration Development Phase (Weeks 5-8)
```markdown
## Phase 2: Development and Testing

### Week 5: Environment Setup
- [ ] Set up complete migration development environment
- [ ] Install target Odoo version with all standard modules
- [ ] Configure development environment to match production
- [ ] Set up version control and change management procedures
- [ ] Create automated backup and restore procedures

### Week 6: Custom Module Updates
- [ ] Update custom modules for target version compatibility
- [ ] Refactor deprecated code patterns and functions
- [ ] Update manifest files and dependency declarations
- [ ] Test updated modules in isolation
- [ ] Document all changes and update procedures

### Week 7: Integration Testing
- [ ] Test all modules together in target environment
- [ ] Validate all business processes and workflows
- [ ] Test all external integrations and APIs
- [ ] Performance testing and optimization
- [ ] Security testing and vulnerability assessment

### Week 8: User Acceptance Testing
- [ ] Prepare UAT environment with migrated system
- [ ] Train key users on new features and changes
- [ ] Execute comprehensive business process testing
- [ ] Document all issues and resolution procedures
- [ ] Obtain formal UAT sign-off from business stakeholders
```

#### Migration Execution Phase (Weeks 9-10)
```markdown
## Phase 3: Migration Execution

### Pre-Migration Weekend (Week 9)
- [ ] Final system backup and verification
- [ ] Freeze all changes to production system
- [ ] Prepare migration team and communication channels
- [ ] Set up monitoring and alerting systems
- [ ] Execute final pre-migration checklist

### Migration Weekend (Week 10)
#### Friday Evening:
- [ ] Start maintenance window and user notifications
- [ ] Create final production backup
- [ ] Begin database migration procedures
- [ ] Monitor migration progress and system health

#### Saturday:
- [ ] Complete database schema migration
- [ ] Install and configure updated modules
- [ ] Execute data migration and validation scripts
- [ ] Test all critical business processes
- [ ] Performance testing and optimization

#### Sunday:
- [ ] Final system validation and testing
- [ ] Execute rollback if critical issues found
- [ ] Go-live decision based on predefined criteria
- [ ] User communication and system availability announcement
```

### 4. Testing Strategy

#### Comprehensive Testing Framework
```python
class MigrationTestSuite:
    """Comprehensive testing framework for Odoo migration"""
    
    def __init__(self, source_env, target_env):
        self.source_env = source_env
        self.target_env = target_env
        self.test_results = []
    
    def run_data_integrity_tests(self):
        """Test data integrity after migration"""
        tests = [
            self._test_record_counts,
            self._test_data_consistency,
            self._test_relationships,
            self._test_computed_fields,
            self._test_financial_data
        ]
        
        for test in tests:
            result = test()
            self.test_results.append(result)
    
    def _test_record_counts(self):
        """Compare record counts between source and target"""
        models_to_test = [
            'res.partner', 'sale.order', 'purchase.order',
            'account.move', 'stock.picking', 'product.product'
        ]
        
        discrepancies = []
        for model_name in models_to_test:
            source_count = len(self.source_env[model_name].search([]))
            target_count = len(self.target_env[model_name].search([]))
            
            if source_count != target_count:
                discrepancies.append({
                    'model': model_name,
                    'source': source_count,
                    'target': target_count,
                    'difference': target_count - source_count
                })
        
        return {
            'test': 'record_counts',
            'status': 'PASS' if not discrepancies else 'FAIL',
            'discrepancies': discrepancies
        }
    
    def _test_business_processes(self):
        """Test critical business processes"""
        processes = [
            self._test_sales_workflow,
            self._test_purchase_workflow,
            self._test_inventory_operations,
            self._test_accounting_entries
        ]
        
        for process in processes:
            try:
                process()
            except Exception as e:
                self.test_results.append({
                    'test': process.__name__,
                    'status': 'FAIL',
                    'error': str(e)
                })
    
    def _test_performance_benchmarks(self):
        """Compare performance before and after migration"""
        import time
        
        benchmarks = [
            ('partner_search', lambda: self.target_env['res.partner'].search([('name', 'ilike', 'a')])),
            ('order_creation', lambda: self._create_test_order()),
            ('report_generation', lambda: self._generate_test_report())
        ]
        
        results = {}
        for name, operation in benchmarks:
            start_time = time.time()
            operation()
            end_time = time.time()
            results[name] = end_time - start_time
        
        return results
```

#### Automated Testing Scripts
```bash
#!/bin/bash
# Migration Validation Script

set -euo pipefail

DB_SOURCE="source_db"
DB_TARGET="target_db"
LOGFILE="migration_validation_$(date +%Y%m%d_%H%M%S).log"

echo "Starting migration validation..." | tee -a $LOGFILE

# Test 1: Database connectivity
echo "Testing database connectivity..." | tee -a $LOGFILE
docker compose run --rm odoo click-odoo -d $DB_TARGET --rollback -c "print('Database connection: OK')" >> $LOGFILE

# Test 2: Module status
echo "Checking module status..." | tee -a $LOGFILE
docker compose run --rm odoo click-odoo -d $DB_TARGET --rollback -c "
modules = env['ir.module.module'].search([('state', 'in', ['to install', 'to upgrade', 'to remove'])])
if modules:
    print(f'WARNING: {len(modules)} modules need attention')
    for module in modules:
        print(f'  {module.name}: {module.state}')
else:
    print('All modules properly installed')
" >> $LOGFILE

# Test 3: Critical data validation
echo "Validating critical data..." | tee -a $LOGFILE
docker compose run --rm odoo click-odoo -d $DB_TARGET --rollback -c "
# Check for data consistency
companies = env['res.company'].search_count([])
users = env['res.users'].search_count([])
partners = env['res.partner'].search_count([])

print(f'Companies: {companies}')
print(f'Users: {users}')
print(f'Partners: {partners}')

# Check for orphaned records
orphaned = env['ir.model.data'].search([('res_id', '=', False)])
if orphaned:
    print(f'WARNING: {len(orphaned)} orphaned data records found')
else:
    print('No orphaned data records found')
" >> $LOGFILE

# Test 4: Performance benchmarks
echo "Running performance benchmarks..." | tee -a $LOGFILE
time docker compose run --rm odoo click-odoo -d $DB_TARGET --rollback -c "
import time
start = time.time()
env['res.partner'].search([('name', 'ilike', 'a')], limit=100)
end = time.time()
print(f'Partner search time: {end - start:.3f}s')
" >> $LOGFILE

echo "Migration validation completed. Check $LOGFILE for details."
```

### 5. Risk Management

#### Risk Assessment Matrix
```yaml
risks:
  data_loss:
    probability: "Low"
    impact: "Critical"
    mitigation:
      - "Multiple backup strategies"
      - "Data validation scripts"
      - "Rollback procedures tested"
    
  extended_downtime:
    probability: "Medium"
    impact: "High"
    mitigation:
      - "Rehearsal migrations"
      - "Parallel environment strategy"
      - "Go/no-go decision points"
    
  custom_module_failure:
    probability: "High"
    impact: "Medium"
    mitigation:
      - "Module compatibility testing"
      - "Code refactoring in advance"
      - "Fallback to previous versions"
    
  integration_breakage:
    probability: "Medium"
    impact: "High"
    mitigation:
      - "API compatibility testing"
      - "External system coordination"
      - "Integration rollback procedures"
    
  performance_degradation:
    probability: "Medium"
    impact: "Medium"
    mitigation:
      - "Performance baseline measurement"
      - "Load testing in target environment"
      - "Database optimization procedures"
```

#### Contingency Plans
```markdown
## Rollback Procedures

### Immediate Rollback (Within 2 hours)
If critical issues are discovered within 2 hours of go-live:

1. **Database Rollback**
   ```bash
   # Stop all services
   docker compose down
   
   # Restore database from backup
   docker compose run --rm db psql -c "DROP DATABASE IF EXISTS odoo_prod"
   docker compose run --rm db psql -c "CREATE DATABASE odoo_prod"
   gunzip -c backup_pre_migration.sql.gz | docker compose run --rm db psql odoo_prod
   
   # Restore filestore
   rm -rf ./odoo/filestore/*
   tar -xzf backup_filestore.tar.gz -C ./odoo/
   
   # Start services
   docker compose up -d
   ```

2. **Code Rollback**
   ```bash
   # Revert to previous version
   git checkout migration_backup_tag
   docker compose build
   docker compose up -d
   ```

### Extended Rollback (After 2 hours)
If issues are discovered after extended use:

1. **Data Synchronization Analysis**
   - Identify data created/modified since migration
   - Plan data preservation strategy
   - Coordinate with business stakeholders

2. **Staged Rollback**
   - Preserve new data where possible
   - Merge critical transactions
   - Plan re-migration strategy
```

### 6. Communication Plan

#### Stakeholder Communication Matrix
```yaml
stakeholders:
  executive_team:
    communication_frequency: "Weekly updates, immediate for critical issues"
    preferred_channel: "Email summary, executive dashboard"
    information_level: "High-level status, business impact, timeline"
    
  end_users:
    communication_frequency: "Bi-weekly updates, daily during migration"
    preferred_channel: "System notifications, team meetings"
    information_level: "Feature changes, training needs, schedule impact"
    
  technical_team:
    communication_frequency: "Daily standups, real-time for issues"
    preferred_channel: "Slack, technical documentation"
    information_level: "Detailed technical progress, blockers, solutions"
    
  business_stakeholders:
    communication_frequency: "Weekly updates, immediate for business impact"
    preferred_channel: "Email, business review meetings"
    information_level: "Business process changes, training requirements"
```

#### Communication Timeline
```markdown
## Migration Communication Schedule

### 4 Weeks Before Migration
- [ ] Initial announcement to all stakeholders
- [ ] High-level timeline and impact assessment
- [ ] Training schedule announcement
- [ ] Request for business process validation

### 2 Weeks Before Migration
- [ ] Detailed migration plan communication
- [ ] Final training sessions scheduled
- [ ] Maintenance window announcement
- [ ] Emergency contact procedures

### 1 Week Before Migration
- [ ] Final system freeze announcement
- [ ] Migration team final briefing
- [ ] Stakeholder readiness confirmation
- [ ] Emergency escalation paths activated

### Migration Weekend
- [ ] Hourly status updates during migration
- [ ] Issue escalation and resolution updates
- [ ] Go-live decision communication
- [ ] Post-migration status and next steps

### 1 Week After Migration
- [ ] Migration success summary
- [ ] Performance metrics and improvements
- [ ] User feedback collection
- [ ] Lessons learned documentation
```

## Success Metrics

### Technical Metrics
- **Migration Success Rate**: 99.9% data integrity maintained
- **Downtime**: Less than planned maintenance window
- **Performance**: No degradation from baseline
- **Error Rate**: Zero critical errors, minimal minor issues

### Business Metrics
- **User Adoption**: 95% of users successfully using new system within 1 week
- **Process Efficiency**: No decrease in business process performance
- **Issue Resolution**: All issues resolved within defined SLAs
- **Training Effectiveness**: 90% user satisfaction with training programs

Remember: Migration success depends on thorough planning, comprehensive testing, clear communication, and having robust rollback procedures. Always prioritize data integrity and business continuity over speed of migration.