CSV Structure for Community Partners Application System
This document outlines the recommended CSV data structure for implementing the Community Partners application production process using Odoo 18 Community Edition. The structure leverages the relationships between the provided files to create a cohesive system.
CRM Module Configuration
1. CRM Stages (crm.stage.csv)
Used to define the application pipeline stages:
id,name,sequence,team_id/id,fold,is_won stage_lead,Initial Inquiry,10,team_community_partners,False,False stage_assessment,Assessment Completed,20,team_community_partners,False,False stage_application,Application In Progress,30,team_community_partners,False,False stage_draft_review,Draft Review,40,team_community_partners,False,False stage_submission,Final Submission,50,team_community_partners,False,False stage_review,Under Review,60,team_community_partners,False,False stage_decision,Decision Phase,70,team_community_partners,False,False stage_onboarding,Onboarding,80,team_community_partners,False,True
2. CRM Teams (crm.team.csv)
Defines the functional teams processing applications:
id,name,user_id/id,company_id/id,alias_name team_community_partners,Community Partners Applications,base.user_admin,base.main_company,applications team_advisory_development,Advisory Board Development,base.user_admin,base.main_company,advisory team_application_review,Application Review Committee,base.user_admin,base.main_company,review
3. CRM Tags (crm.tag.csv)
Categorization taxonomy for projects:
id,name,color tag_education,Education,1 tag_health,Health and Wellness,2 tag_economic,Economic Development,3 tag_arts,Arts and Culture,4 tag_environment,Environmental Justice,5 tag_housing,Housing and Homelessness,6 tag_immigration,Immigration Rights,7 tag_justice,Criminal Justice Reform,8 tag_food,Food Security,9 tag_youth,Youth Focused,10 tag_seniors,Seniors Focused,11 tag_bipoc,BIPOC Led,12 tag_lgbtq,LGBTQIA+ Focused,13 tag_immigrants,Immigrant/Refugee Serving,14 tag_low_income,Low-income Families,15 tag_disabilities,People with Disabilities,16 tag_formerly_incarcerated,Formerly Incarcerated,17 tag_neighborhood,Neighborhood Specific,18 tag_citywide,City-wide,19 tag_countywide,County-wide,20 tag_statewide,State-wide,21 tag_national,National,22 tag_idea,Idea/Concept Stage,23 tag_early,Early Implementation,24 tag_established,Established Program,25 tag_scaling,Scaling/Expansion,26 tag_direct_service,Direct Service,27 tag_advocacy,Advocacy/Policy Change,28 tag_education_training,Education/Training,29 tag_community_organizing,Community Organizing,30 tag_research,Research,31 tag_media,Media/Storytelling,32 tag_arts_intervention,Arts-based Intervention,33 tag_technology,Technology Solution,34
4. Lost Reasons (crm.lost.reason.csv)
Reasons for application rejection:
id,name,active reason_ineligible,Project Activity Ineligible,True reason_incomplete,Application Incomplete,True reason_insufficient_funds,Insufficient Funding Plan,True reason_capacity,Insufficient Organizational Capacity,True reason_misalignment,Mission Misalignment,True reason_better_fit,Better Fit with Another Sponsor,True reason_legal_concerns,Legal or Compliance Concerns,True
5. UTM Sources (utm.source.csv)
Tracking application sources:
id,name source_website,Website source_referral,Partner Referral source_social,Social Media source_workshop,Information Workshop source_email,Email Campaign source_search,Search Engine source_event,Community Event
6. UTM Campaigns (utm.campaign.csv)
Marketing campaigns for application promotion:
id,name,source_id/id campaign_general,General Awareness,source_website campaign_equity,Equity-Focused Projects,source_website campaign_bipoc,BIPOC Leadership Development,source_website campaign_quarterly,Quarterly Application Drive,source_email campaign_workshop,Application Workshop,source_event campaign_partner,Partner Network Outreach,source_referral
Activity Management
7. Activity Types (mail.activity.type.csv)
Define specific applicant interactions:
id,name,category,days,default_next_type_id/id,sequence activity_assessment,Complete Assessment,default,3,,10 activity_resource_review,Review Resources,default,5,,20 activity_draft_app,Complete Draft Application,default,14,activity_review_feedback,30 activity_review_feedback,Application Feedback,default,7,,40 activity_interview,Scheduling Interview,default,5,,50 activity_board_dev,Advisory Board Development,default,10,,60 activity_revision,Application Revision,default,7,,70
8. Activity Plans (mail.activity.plan.csv)
Pre-configured activity sequences:
id,name,active,res_model plan_application,Application Process,True,crm.lead plan_advisory,Advisory Board Development,True,crm.lead plan_revision,Application Revision Process,True,crm.lead
Manufacturing Setup (for Application "Production")
9. Product Templates (product.template.csv)
Application types as products:
id,name,type,categ_id/id,uom_id/id,uom_po_id/id,default_code,sale_ok,purchase_ok product_application_standard,Standard Application,service,product.product_category_all,uom.product_uom_unit,uom.product_uom_unit,APP-STD,True,False product_application_expedited,Expedited Application,service,product.product_category_all,uom.product_uom_unit,uom.product_uom_unit,APP-EXP,True,False product_application_complex,Complex Project Application,service,product.product_category_all,uom.product_uom_unit,uom.product_uom_unit,APP-CMP,True,False product_board_development,Advisory Board Development,service,product.product_category_all,uom.product_uom_unit,uom.product_uom_unit,ABD-STD,True,False product_staff_development,Staff Development Plan,service,product.product_category_all,uom.product_uom_unit,uom.product_uom_unit,SDP-STD,True,False
10. Bill of Materials (mrp.bom.csv)
Application components:
id,product_tmpl_id/id,product_qty,type,code bom_standard_app,product_application_standard,1,normal,APPLICATION bom_expedited_app,product_application_expedited,1,normal,APPLICATION bom_complex_app,product_application_complex,1,normal,APPLICATION bom_board_dev,product_board_development,1,normal,BOARD-DEV bom_staff_dev,product_staff_development,1,normal,STAFF-DEV
11. Work Centers (mrp.workcenter.csv)
Teams or individuals processing applications:
id,name,default_capacity,time_efficiency,oee_target,costs_hour center_assessment,Assessment Review,1,100,90,0 center_application,Application Development,1,100,90,0 center_review,Application Review,1,100,90,0 center_board,Board Development,1,100,90,0 center_staff,Staff Development,1,100,90,0
12. Work Center Usage (mrp.routing.workcenter.csv)
Application processing steps:
id,name,workcenter_id/id,bom_id/id,time_cycle,sequence routing_assessment,Initial Assessment,center_assessment,bom_standard_app,60,10 routing_app_dev,Application Development,center_application,bom_standard_app,480,20 routing_app_review,Application Review,center_review,bom_standard_app,240,30 routing_board_dev,Board Development,center_board,bom_board_dev,300,10 routing_staff_dev,Staff Development,center_staff,bom_staff_dev,300,10
Website Configuration
13. Website (website.csv)
Main website configuration:
id,name,domain,company_id/id,default_lang_id/id website_community_partners,Community Partners,community-partners.org,base.main_company,base.lang_en
14. Website Rewrites (website.rewrite.csv)
URL structure for application system:
id,name,pattern,url,website_id/id,active rewrite_apply,Application Start,/apply,/application-process,website_community_partners,True rewrite_assessment,Assessment,/assessment,/survey/start/assessment,website_community_partners,True rewrite_resources,Resources,/resources,/blog/resources,website_community_partners,True rewrite_faqs,FAQs,/faqs,/forum/help-1,website_community_partners,True rewrite_advisory,Advisory Board,/advisory,/recruitment/advisory-board,website_community_partners,True
Custom Fields for Application Process
15. Taxonomy Fields (ir.model.fields.csv)
Custom fields to implement taxonomy:
id,name,model_id/id,field_description,ttype,required,tracking,groups_id/id field_social_issue,x_social_issue,crm.model_crm_lead,Social Issue Focus,selection,False,True,base.group_user field_geographic,x_geographic_scope,crm.model_crm_lead,Geographic Scope,selection,False,True,base.group_user field_target_pop,x_target_population,crm.model_crm_lead,Target Population,many2many,False,True,base.group_user field_project_stage,x_project_stage,crm.model_crm_lead,Project Development Stage,selection,False,True,base.group_user field_intervention,x_intervention_type,crm.model_crm_lead,Intervention Type,selection,False,True,base.group_user field_equity_approach,x_equity_approach,crm.model_crm_lead,Equity Approach,text,False,True,base.group_user field_board_status,x_board_status,crm.model_crm_lead,Advisory Board Status,selection,False,True,base.group_user field_funding_status,x_funding_status,crm.model_crm_lead,Funding Status,selection,False,True,base.group_user field_readiness_score,x_readiness_score,crm.model_crm_lead,Application Readiness Score,integer,False,True,base.group_user field_equity_score,x_equity_score,crm.model_crm_lead,Equity Assessment Score,integer,False,True,base.group_user
16. Selection Field Values (ir.model.fields.selection.csv)
Values for selection fields:
id,field_id/id,value,name,sequence sel_education,field_social_issue,education,Education,10 sel_health,field_social_issue,health,Health and Wellness,20 sel_economic,field_social_issue,economic,Economic Development,30 sel_arts,field_social_issue,arts,Arts and Culture,40 sel_environment,field_social_issue,environment,Environmental Justice,50 sel_housing,field_social_issue,housing,Housing and Homelessness,60 sel_immigration,field_social_issue,immigration,Immigration Rights,70 sel_justice,field_social_issue,justice,Criminal Justice Reform,80 sel_food,field_social_issue,food,Food Security,90 sel_neighborhood,field_geographic,neighborhood,Neighborhood-specific,10 sel_city,field_geographic,city,City-wide,20 sel_county,field_geographic,county,County-wide,30 sel_region,field_geographic,region,Regional,40 sel_state,field_geographic,state,State-wide,50 sel_national,field_geographic,national,National,60 sel_idea,field_project_stage,idea,Idea/Concept,10 sel_early,field_project_stage,early,Early Implementation,20 sel_established,field_project_stage,established,Established Program,30 sel_scaling,field_project_stage,scaling,Scaling/Expansion,40 sel_direct,field_intervention,direct,Direct Service,10 sel_advocacy,field_intervention,advocacy,Advocacy/Policy Change,20 sel_education,field_intervention,education,Education/Training,30 sel_organizing,field_intervention,organizing,Community Organizing,40 sel_research,field_intervention,research,Research,50 sel_media,field_intervention,media,Media/Storytelling,60 sel_arts,field_intervention,arts,Arts-based Intervention,70 sel_tech,field_intervention,tech,Technology Solution,80 sel_board_none,field_board_status,none,No Board,10 sel_board_forming,field_board_status,forming,Board Forming,20 sel_board_partial,field_board_status,partial,Partial Board,30 sel_board_complete,field_board_status,complete,Complete Board,40 sel_funding_none,field_funding_status,none,No Funding,10 sel_funding_seed,field_funding_status,seed,Seed Funding,20 sel_funding_partial,field_funding_status,partial,Partial Funding,30 sel_funding_secured,field_funding_status,secured,Fully Secured,40
Survey Configuration
17. Surveys (survey.survey.csv)
Assessment and application surveys:
id,title,access_token,state,scoring_type,questions_layout survey_assessment,Nonprofit Readiness Assessment,assessment,published,scoring_with_answers,page_per_section survey_application,Community Partners Application,application,published,scoring_without_answers,one_page survey_board_assessment,Advisory Board Needs Assessment,board,published,scoring_without_answers,page_per_section survey_staff_assessment,Staff Development Assessment,staff,published,scoring_without_answers,page_per_section
Email Marketing Configuration
18. Email Templates (mail.template.csv)
Templates for communication:
id,name,model_id/id,subject,email_from,reply_to
email_welcome,Welcome to Community Partners,crm.model_crm_lead,Welcome to Community Partners Application Process,${"Community Partners <[email protected]>"},[email protected]
email_assessment,Complete Your Nonprofit Assessment,crm.model_crm_lead,Your Next Step: Nonprofit Readiness Assessment,${"Community Partners <[email protected]>"},[email protected]
email_application,Begin Your Application,crm.model_crm_lead,Start Your Community Partners Application,${"Community Partners <[email protected]>"},[email protected]
email_board,Advisory Board Development,crm.model_crm_lead,Developing Your Advisory Board,${"Community Partners <[email protected]>"},[email protected]
email_feedback,Application Feedback,crm.model_crm_lead,Feedback on Your Application Draft,${"Community Partners <[email protected]>"},[email protected]
email_submission,Application Submitted,crm.model_crm_lead,Your Application Has Been Submitted,${"Community Partners <[email protected]>"},[email protected]
email_decision,Application Decision,crm.model_crm_lead,Decision on Your Community Partners Application,${"Community Partners <[email protected]>"},[email protected]
19. Email Marketing Campaigns (marketing.campaign.csv)
Campaign sequences:
id,name,model_id/id,domain,is_auto_campaign
campaign_application,Application Process Campaign,crm.model_crm_lead,"[('type', '=', 'opportunity')]",True
campaign_board,Advisory Board Development,crm.model_crm_lead,"[('type', '=', 'opportunity'), ('stage_id', '=', ref('stage_application'))]",True
campaign_feedback,Application Feedback Process,crm.model_crm_lead,"[('type', '=', 'opportunity'), ('stage_id', '=', ref('stage_draft_review'))]",True
FAQ and Glossary Structure
20. Forum for FAQ (forum.forum.csv)
FAQ structure:
id,name,mode,privacy forum_application_faq,Application Process FAQ,questions,public forum_glossary,Nonprofit Terminology,documentation,public forum_board_faq,Advisory Board Development,questions,public forum_equity_faq,Equity in Practice,questions,public
21. FAQ Questions (forum.post.csv)
Sample FAQ content:
id,name,forum_id/id,content,post_type faq_fiscal_sponsor,What is fiscal sponsorship?,forum_application_faq,"<p>Fiscal sponsorship is a formal arrangement...</p>",question faq_eligibility,Who is eligible for Community Partners sponsorship?,forum_application_faq,"<p>Community Partners welcomes proposals that...</p>",question faq_timeline,How long does the application process take?,forum_application_faq,"<p>The typical application process takes...</p>",question
22. Glossary Terms (forum.post.csv)
Nonprofit terminology:
id,name,forum_id/id,content,post_type glossary_501c3,501(c)(3),forum_glossary,"<p>A tax-exempt nonprofit organization...</p>",documentation glossary_fiscal_sponsor,Fiscal Sponsor,forum_glossary,"<p>An organization that provides...</p>",documentation glossary_board,Advisory Board,forum_glossary,"<p>A group of individuals who...</p>",documentation glossary_equity,Equity,forum_glossary,"<p>In the nonprofit context, equity refers to...</p>",documentation
Recruitment Configuration
23. Recruitment Job Positions (hr.job.csv)
Advisory board positions:
id,name,company_id/id,state job_board_chair,Advisory Board Chair,base.main_company,recruit job_board_secretary,Advisory Board Secretary,base.main_company,recruit job_board_treasurer,Advisory Board Treasurer,base.main_company,recruit job_board_member,Advisory Board Member,base.main_company,recruit job_executive_director,Executive Director,base.main_company,recruit job_program_manager,Program Manager,base.main_company,recruit
24. Job Requirements (hr.recruitment.degree.csv)
Experience requirements:
id,name,sequence degree_nonprofit,Nonprofit Experience,10 degree_community,Community Experience,20 degree_field,Field-Specific Expertise,30 degree_leadership,Leadership Experience,40 degree_fundraising,Fundraising Experience,50
25. Recruitment Stages (hr.recruitment.stage.csv)
Recruitment process stages:
id,name,sequence,fold stage_initial,Initial Contact,10,False stage_application,Application,20,False stage_interview,Interview,30,False stage_reference,Reference Check,40,False stage_offer,Offer,50,False stage_onboarding,Onboarding,60,False
