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<div class="document" id="openspp-programs">
<h1 class="title">OpenSPP Programs</h1>
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<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Production/Stable" src="https://img.shields.io/badge/maturity-Production%2FStable-green.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/lgpl-3.0-standalone.html"><img alt="License: LGPL-3" src="https://img.shields.io/badge/license-LGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OpenSPP/OpenSPP2/tree/19.0/spp_programs"><img alt="OpenSPP/OpenSPP2" src="https://img.shields.io/badge/github-OpenSPP%2FOpenSPP2-lightgray.png?logo=github" /></a></p>
<p>Core program management for social protection. Implements programs,
cycles, beneficiary enrollment, entitlements (cash and in-kind),
payments, and fund tracking. Uses manager pattern for extensible
eligibility, deduplication, notifications, and compliance workflows.</p>
<div class="section" id="key-capabilities">
<h1>Key Capabilities</h1>
<ul class="simple">
<li><strong>Program Management</strong>: Define programs with target type
(individual/group), states (active/ended), and configurable
manager-based logic</li>
<li><strong>Cycle Management</strong>: Create time-bound distribution cycles with
approval workflows, recurrence, and compliance filtering</li>
<li><strong>Enrollment</strong>: Import and enroll registrants as program members,
verify eligibility, track enrollment states</li>
<li><strong>Deduplication</strong>: Identify and manage duplicate beneficiaries using
ID documents or phone numbers</li>
<li><strong>Entitlements</strong>: Generate cash or in-kind entitlements with approval
workflows, fund balance validation, and CEL expression support</li>
<li><strong>Payment Processing</strong>: Create payment batches, track disbursements,
reconcile payments via accounting integration</li>
<li><strong>Fund Tracking</strong>: Monitor program budgets, available funds, and
journal entries through Odoo accounting</li>
<li><strong>Stock Integration</strong>: Link in-kind entitlements to inventory, trigger
procurements, track warehouse movements</li>
<li><strong>Compliance</strong>: Define ongoing beneficiary conditions and filter cycle
members by compliance status</li>
<li><strong>Manager Architecture</strong>: Extensible pattern for eligibility,
deduplication, notification, program, cycle, entitlement, payment, and
compliance logic</li>
</ul>
</div>
<div class="section" id="key-models">
<h1>Key Models</h1>
<table border="1" class="docutils">
<colgroup>
<col width="57%" />
<col width="43%" />
</colgroup>
<thead valign="bottom">
<tr><th class="head">Model</th>
<th class="head">Description</th>
</tr>
</thead>
<tbody valign="top">
<tr><td><tt class="docutils literal">spp.program</tt></td>
<td>Main program with managers,
target type, and funding</td>
</tr>
<tr><td><tt class="docutils literal">spp.cycle</tt></td>
<td>Time-bound distribution cycle
within a program</td>
</tr>
<tr><td><tt class="docutils literal">spp.program.membership</tt></td>
<td>Enrolls registrant in program
with state tracking</td>
</tr>
<tr><td><tt class="docutils literal">spp.cycle.membership</tt></td>
<td>Links registrant to specific
cycle for entitlement prep</td>
</tr>
<tr><td><tt class="docutils literal">spp.entitlement</tt></td>
<td>Cash entitlement with approval
workflow</td>
</tr>
<tr><td><tt class="docutils literal">spp.entitlement.inkind</tt></td>
<td>In-kind entitlement with
product, quantity, warehouse</td>
</tr>
<tr><td><tt class="docutils literal">spp.payment</tt></td>
<td>Individual payment linked to
cash entitlement</td>
</tr>
<tr><td><tt class="docutils literal">spp.payment.batch</tt></td>
<td>Groups payments for batch
processing and reconciliation</td>
</tr>
<tr><td><tt class="docutils literal">spp.payment.batch.tag</tt></td>
<td>Tags for categorizing payment
batches</td>
</tr>
<tr><td><tt class="docutils literal">spp.eligibility.manager</tt></td>
<td>Wrapper for eligibility manager
implementations</td>
</tr>
<tr><td><tt class="docutils literal">spp.program.membership.manager</tt></td>
<td>Base eligibility manager
(abstract)</td>
</tr>
<tr><td><tt class="docutils literal">spp.program.membership.manager.default</tt></td>
<td>Default eligibility
implementation</td>
</tr>
<tr><td><tt class="docutils literal">spp.deduplication.manager</tt></td>
<td>Wrapper for deduplication
manager implementations</td>
</tr>
<tr><td><tt class="docutils literal">spp.program.notification.manager</tt></td>
<td>Notification manager for
beneficiary communications</td>
</tr>
<tr><td><tt class="docutils literal">spp.program.manager</tt></td>
<td>Wrapper for program lifecycle
manager implementations</td>
</tr>
<tr><td><tt class="docutils literal">spp.program.manager.default</tt></td>
<td>Default program manager
implementation</td>
</tr>
<tr><td><tt class="docutils literal">spp.cycle.manager</tt></td>
<td>Wrapper for cycle manager
implementations</td>
</tr>
<tr><td><tt class="docutils literal">spp.cycle.manager.default</tt></td>
<td>Default cycle manager
implementation</td>
</tr>
<tr><td><tt class="docutils literal">spp.program.entitlement.manager</tt></td>
<td>Wrapper for entitlement manager
implementations</td>
</tr>
<tr><td><tt class="docutils literal">spp.program.entitlement.manager.default</tt></td>
<td>Default entitlement manager
implementation</td>
</tr>
<tr><td><tt class="docutils literal">spp.program.entitlement.manager.cash</tt></td>
<td>Cash entitlement manager with
amount calculation</td>
</tr>
<tr><td><tt class="docutils literal">spp.program.entitlement.manager.inkind</tt></td>
<td>In-kind entitlement manager with
product configuration</td>
</tr>
<tr><td><tt class="docutils literal">spp.program.payment.manager</tt></td>
<td>Wrapper for payment manager
implementations</td>
</tr>
<tr><td><tt class="docutils literal">spp.program.payment.manager.default</tt></td>
<td>Default payment manager
implementation</td>
</tr>
<tr><td><tt class="docutils literal">spp.compliance.manager</tt></td>
<td>Wrapper for compliance manager
implementations</td>
</tr>
<tr><td><tt class="docutils literal">spp.compliance.manager.default</tt></td>
<td>Default compliance manager with
CEL support</td>
</tr>
<tr><td><tt class="docutils literal">spp.program.fund</tt></td>
<td>Tracks program budget and fund
utilization</td>
</tr>
<tr><td><tt class="docutils literal">spp.program.fund.report.view</tt></td>
<td>Fund balance reporting view</td>
</tr>
<tr><td><tt class="docutils literal">spp.program.membership.duplicate</tt></td>
<td>Tracks duplicate membership
records</td>
</tr>
</tbody>
</table>
</div>
<div class="section" id="configuration">
<h1>Configuration</h1>
<p>After installing:</p>
<ol class="arabic simple">
<li>Navigate to <strong>Programs > Programs</strong></li>
<li>Create a program, selecting target type (individual/group)</li>
<li>In the <strong>Configuration</strong> tab, configure managers:<ul>
<li><strong>Eligibility Manager</strong>: Define who can enroll (supports CEL
expressions)</li>
<li><strong>Program Manager</strong>: Handles enrollment and cycle creation logic</li>
<li><strong>Cycle Manager</strong>: Manages cycle lifecycle and beneficiary copying</li>
<li><strong>Entitlement Manager</strong>: Generates and approves entitlements (cash
or in-kind)</li>
<li><strong>Payment Manager</strong>: Prepares and sends payment batches</li>
<li><strong>Deduplication Manager</strong> (optional): Identify duplicate
beneficiaries</li>
<li><strong>Notification Manager</strong> (optional): Send beneficiary notifications</li>
<li><strong>Compliance Manager</strong> (optional): Define ongoing compliance
conditions</li>
</ul>
</li>
<li>Set up program journal under <strong>Programs > Accounting >
Configuration</strong> or via Create Journal button</li>
<li>For in-kind programs: configure warehouses and service points via
<strong>Programs > In-Kind > Products</strong></li>
</ol>
</div>
<div class="section" id="ui-location">
<h1>UI Location</h1>
<ul class="simple">
<li><strong>Programs</strong>: Programs > Programs</li>
<li><strong>Cycles</strong>: Accessed via “Cycles” stat button on program form (no
standalone menu)</li>
<li><strong>Beneficiaries</strong>: Accessed via “Beneficiaries” stat button on program
form (no standalone menu)</li>
<li><strong>Cash Entitlements</strong>: Accessed via entitlement buttons on cycle form
(no standalone menu)</li>
<li><strong>In-Kind Entitlements</strong>: Programs > In-Kind > Entitlements</li>
<li><strong>Payment Batches</strong>: Programs > Payments > Payment Batches</li>
<li><strong>Individual Payments</strong>: Accessed via payment buttons on cycle form
(no standalone menu)</li>
<li><strong>Fund Management</strong>: Programs > Accounting</li>
</ul>
</div>
<div class="section" id="security">
<h1>Security</h1>
<table border="1" class="docutils">
<colgroup>
<col width="59%" />
<col width="41%" />
</colgroup>
<thead valign="bottom">
<tr><th class="head">Group</th>
<th class="head">Access</th>
</tr>
</thead>
<tbody valign="top">
<tr><td><tt class="docutils literal">spp_programs.group_programs_viewer</tt></td>
<td>Read-only on all program data</td>
</tr>
<tr><td><tt class="docutils literal">spp_programs.group_programs_officer</tt></td>
<td>Read/write/create on all models
(no delete)</td>
</tr>
<tr><td><tt class="docutils literal">spp_programs.group_programs_manager</tt></td>
<td>Full CRUD on cycles and
memberships, RWC on programs (no
program delete)</td>
</tr>
<tr><td><tt class="docutils literal">spp_programs.group_programs_validator</tt></td>
<td>Read/write/create on
entitlements and cycles (finance
validation role)</td>
</tr>
<tr><td><tt class="docutils literal">spp_programs.group_programs_cycle_approver</tt></td>
<td>Read/write/create on
entitlements and cycles
(approval role)</td>
</tr>
<tr><td><tt class="docutils literal">spp_programs.group_programs_rejector</tt></td>
<td>Read/write/create on
entitlements (rejection role)</td>
</tr>
</tbody>
</table>
</div>
<div class="section" id="extension-points">
<h1>Extension Points</h1>
<ul class="simple">
<li>Override <tt class="docutils literal">_pre_enrollment_hook(partner)</tt> and
<tt class="docutils literal">_post_enrollment_hook(partner)</tt> on <tt class="docutils literal">spp.program</tt> for custom
enrollment logic</li>
<li>Inherit manager models and add to <tt class="docutils literal">_selection_manager_ref_id()</tt> to
register custom manager types:<ul>
<li><tt class="docutils literal">spp.program.membership.manager</tt> for custom eligibility</li>
<li><tt class="docutils literal">spp.cycle.manager</tt> for custom cycle logic</li>
<li><tt class="docutils literal">spp.program.entitlement.manager</tt> for custom entitlement
generation</li>
<li><tt class="docutils literal">spp.compliance.manager</tt> for custom compliance rules</li>
</ul>
</li>
<li>Extend <tt class="docutils literal">spp.entitlement</tt> or <tt class="docutils literal">spp.entitlement.inkind</tt> to add
domain-specific entitlement fields</li>
<li>Override <tt class="docutils literal">get_compliance_domain(membership)</tt> on compliance managers
to define custom compliance criteria</li>
<li>Use <tt class="docutils literal">spp.manager.mixin</tt> pattern to create new manager types</li>
</ul>
</div>
<div class="section" id="dependencies">
<h1>Dependencies</h1>
<p><tt class="docutils literal">account</tt>, <tt class="docutils literal">web</tt>, <tt class="docutils literal">base</tt>, <tt class="docutils literal">mail</tt>, <tt class="docutils literal">spp_registry</tt>,
<tt class="docutils literal">spp_banking</tt>, <tt class="docutils literal">calendar</tt>, <tt class="docutils literal">product</tt>, <tt class="docutils literal">stock</tt>, <tt class="docutils literal">spp_security</tt>,
<tt class="docutils literal">spp_area</tt>, <tt class="docutils literal">spp_service_points</tt>, <tt class="docutils literal">spp_user_roles</tt>,
<tt class="docutils literal">spp_base_common</tt>, <tt class="docutils literal">spp_approval</tt>, <tt class="docutils literal">spp_cel_domain</tt>,
<tt class="docutils literal">spp_cel_widget</tt>, <tt class="docutils literal">job_worker</tt></p>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#changelog" id="toc-entry-1">Changelog</a></li>
</ul>
</div>
<div class="section" id="changelog">
<h2><a class="toc-backref" href="#toc-entry-1">Changelog</a></h2>
</div>
</div>
<div class="section" id="section-1">
<h1>19.0.2.0.10</h1>
<ul class="simple">
<li>Increase parallel-safe channel limits (cycle, eligibility_manager,
program_manager) from 1 to 4</li>
<li>Add serial <tt class="docutils literal">entitlement_approval</tt> channel (limit=1) for fund balance
safety</li>
<li>Add serial <tt class="docutils literal">statistics_refresh</tt> channel (limit=1) to prevent
concurrent refresh storms</li>
<li>Add <tt class="docutils literal">identity_key</tt> to async job dispatchers to prevent duplicate
submission on double-click</li>
</ul>
</div>
<div class="section" id="section-2">
<h1>19.0.2.0.9</h1>
<ul class="simple">
<li>Add context flags (<tt class="docutils literal">skip_registrant_statistics</tt>,
<tt class="docutils literal">skip_program_statistics</tt>) to suppress expensive computed field
recomputation during bulk operations</li>
<li>Add <tt class="docutils literal">refresh_beneficiary_counts()</tt> on program and
<tt class="docutils literal">refresh_statistics()</tt> on cycle for one-shot recomputation after
bulk operations</li>
<li>Replace <tt class="docutils literal">bool(rec.program_membership_ids)</tt> with SQL query in
<tt class="docutils literal">_compute_has_members</tt></li>
</ul>
</div>
<div class="section" id="section-3">
<h1>19.0.2.0.8</h1>
<ul class="simple">
<li>Replace OFFSET pagination with NTILE-based ID-range batching in all
async job dispatchers</li>
<li>Add <tt class="docutils literal">compute_id_ranges()</tt> utility using PostgreSQL NTILE window
function</li>
<li>Add <tt class="docutils literal">min_id</tt>/<tt class="docutils literal">max_id</tt> support to <tt class="docutils literal">get_beneficiaries()</tt> on
program and cycle</li>
</ul>
</div>
<div class="section" id="section-4">
<h1>19.0.2.0.7</h1>
<ul class="simple">
<li>Bulk membership creation using raw SQL INSERT ON CONFLICT DO NOTHING
for program and cycle memberships</li>
<li>Replace per-record ORM creates in <tt class="docutils literal">_import_registrants</tt> and
<tt class="docutils literal">_add_beneficiaries</tt> with bulk SQL path</li>
</ul>
</div>
<div class="section" id="section-5">
<h1>19.0.2.0.6</h1>
<ul class="simple">
<li>Remove unused entitlement_base_model.py (dead code, never imported)</li>
<li>Fix manifest summary to remove marketing language</li>
<li>Recover 5 orphaned test files and add core model, wizard, manager,
payment, and fund tests (172 → 492 tests)</li>
</ul>
</div>
<div class="section" id="section-6">
<h1>19.0.2.0.5</h1>
<ul class="simple">
<li>Batch create entitlements and payments instead of one-by-one ORM
creates</li>
</ul>
</div>
<div class="section" id="section-7">
<h1>19.0.2.0.4</h1>
<ul class="simple">
<li>Fetch fund balance once per approval batch instead of per entitlement</li>
</ul>
</div>
<div class="section" id="section-8">
<h1>19.0.2.0.3</h1>
<ul class="simple">
<li>Replace cycle computed fields (total_amount, entitlements_count,
approval flags) with SQL aggregation queries</li>
</ul>
</div>
<div class="section" id="section-9">
<h1>19.0.2.0.2</h1>
<ul class="simple">
<li>Add composite indexes for frequent query patterns on entitlements and
program memberships</li>
</ul>
</div>
<div class="section" id="section-10">
<h1>19.0.2.0.1</h1>
<ul class="simple">
<li>Replace Python-level uniqueness checks with SQL UNIQUE constraints for
program membership, cycle membership, and entitlement codes</li>
<li>Add pre-migration script to deduplicate existing data before
constraint creation</li>
</ul>
</div>
<div class="section" id="section-11">
<h1>19.0.2.0.0</h1>
<ul class="simple">
<li>Initial migration to OpenSPP2</li>
</ul>
<div class="section" id="bug-tracker">
<h2>Bug Tracker</h2>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OpenSPP/OpenSPP2/issues">GitHub Issues</a>.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
<a class="reference external" href="https://github.com/OpenSPP/OpenSPP2/issues/new?body=module:%20spp_programs%0Aversion:%2019.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<p>Do not contact contributors directly about support or help with technical issues.</p>
</div>
<div class="section" id="credits">
<h2>Credits</h2>
<div class="section" id="authors">
<h3>Authors</h3>
<ul class="simple">
<li>OpenSPP.org</li>
</ul>
</div>
<div class="section" id="maintainers">
<h3>Maintainers</h3>
<p>Current maintainers:</p>
<p><a class="reference external image-reference" href="https://github.com/jeremi"><img alt="jeremi" src="https://github.com/jeremi.png?size=40px" /></a> <a class="reference external image-reference" href="https://github.com/gonzalesedwin1123"><img alt="gonzalesedwin1123" src="https://github.com/gonzalesedwin1123.png?size=40px" /></a> <a class="reference external image-reference" href="https://github.com/reichie020212"><img alt="reichie020212" src="https://github.com/reichie020212.png?size=40px" /></a></p>
<p>This module is part of the <a class="reference external" href="https://github.com/OpenSPP/OpenSPP2/tree/19.0/spp_programs">OpenSPP/OpenSPP2</a> project on GitHub.</p>
<p>You are welcome to contribute.</p>
</div>
</div>
</div>
</div>
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</html>