🚀 InsightPulse Odoo - Enterprise SaaS Replacement Suite

Enterprise-grade multi-tenant SaaS platform built on Odoo 18.0 CE + OCA modules with embedded BI and AI capabilities.

Replicate key enterprise processes in an open, modular framework optimized for mid-market services businesses at < $20/month (87-91% cost reduction vs traditional enterprise stacks).

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📊 SaaS Replacement Matrix

Replace $60K+/year in SaaS subscriptions with self-hosted alternatives:

| SaaS Product | Annual Cost | InsightPulse Equivalent | Parity | Savings | |--------------|-------------|-------------------------|--------|---------| | Notion Enterprise (50 users) | $12,000 | Odoo Knowledge + Custom | 87% | $12,000 | | SAP Concur | $18,000 | ipai_expense + OCR | 85% | $18,000 | | SAP Ariba | $15,000 | ipai_procure + OCA | 90% | $15,000 | | Tableau | $8,400 | Apache Superset | 110% | $8,400 | | Slack Business+ | $3,600 | Mattermost (optional) | 95% | $3,600 | | Jira Software | $4,200 | ipai_ppm + Odoo Project | 95% | $4,200 | | TOTAL | $61,200/yr | $240/yr (hosting) | 87% | $58,800/yr 🎉 |

3-Year Savings: $176,400 | Annual Infrastructure: $240 (DigitalOcean droplet)

📈 Detailed Parity Analysis - Feature comparison matrices, gap tracking, migration guides

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🎯 What Is This?

A complete Finance Shared Service Center platform built on:

• Odoo 18.0 CE (open-source ERP core)
• OCA Modules (community-maintained extensions)
• Custom Modules (10 enterprise modules, 134 test methods, 2,771 lines of tests)
• Self-Hosted Tools (Superset, n8n, Authentik, MinIO, Qdrant)

Designed For:

• ✅ Multi-company consolidation (8 affiliated agencies: RIM, CKVC, BOM, JPAL, JLI, JAP, LAS, RMQB)
• ✅ Philippines BIR compliance (Forms 1601-C, 1702-RT, 2550Q, ATP)
• ✅ Month-end closing workflows with audit trail
• ✅ AI-powered document processing (PaddleOCR + OpenAI)
• ✅ Advanced analytics (5 pre-built Superset dashboards)
• ✅ Semantic search + AI assistant (pgVector + GPT-4o-mini)

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🚀 Quick Start

Prerequisites

• Docker 24+ & Docker Compose 2.20+
• 8GB RAM minimum (16GB recommended)
• 50GB disk space

1-Command Local Deploy (2 minutes)

git clone --recursive https://github.com/jgtolentino/insightpulse-odoo.git
cd insightpulse-odoo
make init && make dev

🌐 Odoo: http://localhost:8069 (admin / admin) 📊 Superset: http://localhost:8088 🔧 n8n: http://localhost:5678

Production Deploy (DigitalOcean Droplet - 10 minutes)

# SSH into fresh Ubuntu 24.04 droplet (4GB/2vCPU, $24/month)
ssh root@your-droplet-ip

# Clone and deploy
git clone https://github.com/jgtolentino/insightpulse-odoo.git
cd insightpulse-odoo/scripts/deploy
chmod +x *.sh && bash deploy-all.sh

Includes: Odoo 19 + PostgreSQL 16 + Nginx + Let's Encrypt SSL + S3 backups

📚 Full Deployment Guide

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📦 What's Included

✅ Wave 1-3 Complete - Production Ready

10 Enterprise Modules | 134 Test Methods | 2,771 Lines of Tests

| Category | Modules | Purpose | |----------|---------|---------| | Finance | 6 modules | Rate calculation, project costing, procurement, subscriptions, expenses, approvals | | SaaS Ops | 1 module | Multi-tenant provisioning, backups, usage tracking | | Analytics | 2 modules | Apache Superset integration (5 dashboards), BI connector | | AI/Knowledge | 1 module | Semantic search + /ask API (pgVector + OpenAI) |

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🧩 Core Modules - Business Capabilities

Finance & Operations

1. Rate Policy Automation (ipai_rate_policy)

Purpose: Automated rate calculation with P60 + 25% markup logic

• Configurable rate cards (hourly, daily, project-based)
• P60 compliance calculations
• Multi-currency support with real-time conversion
• Rate approval workflows with audit trail

Usage: Finance → Rate Policies → Create Policy Docs: ipai_rate_policy/README.md

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2. Program & Project Management (ipai_ppm)

Purpose: Enterprise program/roadmap/budget/risk management (Jira replacement)

• Multi-level project hierarchy (Program → Project → Task)
• Budget tracking with variance analysis
• Risk register with mitigation planning
• Gantt charts and timeline visualizations

Usage: Projects → Programs → Create Program Docs: ipai_ppm/README.md

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3. Cost Sheet Analysis (ipai_ppm_costsheet)

Purpose: Tax-aware project costing with role-based visibility

• Detailed project cost breakdown by resource/category
• Role-based rate redaction (Account Manager vs Finance Director)
• Tax-inclusive/exclusive margin calculations
• Real-time cost vs budget tracking with alerts

Usage: Projects → Project → Cost Sheet Docs: ipai_ppm_costsheet/README.md

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4. Procurement & Supplier Management (ipai_procure)

Purpose: Strategic sourcing with multi-round RFQ workflows (SAP Ariba replacement)

• Multi-vendor RFQ comparison matrices
• Supplier scorecards and performance tracking
• Contract management with renewal alerts
• Automated PO generation from approved RFQs

Usage: Procurement → RFQs → Create RFQ Docs: ipai_procure/README.md

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5. OCR Expense Automation (ipai_expense)

Purpose: AI-powered receipt OCR with policy validation (SAP Concur replacement)

• Upload receipt → Auto-extract vendor, date, amount, tax
• PaddleOCR-VL integration (external service)
• Policy validation (amount limits, category restrictions)
• OpenAI GPT-4o-mini post-processing for accuracy

Integration: https://ade-ocr-backend-d9dru.ondigitalocean.app Usage: Expenses → Upload Receipt → Auto-Fill Docs: ipai_expense/README.md

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6. Subscription Management (ipai_subscriptions)

Purpose: Recurring revenue (MRR/ARR) lifecycle management

• Recurring billing cycles (monthly, quarterly, annual)
• Automated invoice generation with payment reminders
• Revenue recognition (deferred → recognized)
• Subscription analytics dashboard (churn, expansion, renewal)

Usage: Subscriptions → Create Subscription Docs: ipai_subscriptions/README.md

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Approval & Governance

7. Multi-Stage Approval Workflows (ipai_approvals)

Purpose: Escalation-aware approval routing for expenses/POs/invoices

• Configurable approval rules (amount thresholds, departments, roles)
• Multi-level approval chains with parallel/sequential routing
• 3-day escalation triggers (timeout, threshold breach)
• Audit trail with user + timestamp + reason logging

Usage: Approvals → Configure Rules → Apply to Documents Docs: ipai_approvals/README.md

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SaaS Operations

8. Tenant Management (ipai_saas_ops)

Purpose: Multi-tenant provisioning, backups, usage metering

• Self-service tenant creation with resource quotas
• Automated backup scheduling (daily, weekly, on-demand)
• Usage tracking and billing integration
• Tenant isolation and security controls

Usage: Operations → SaaS Tenants → Create Tenant Docs: ipai_saas_ops/README.md

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Analytics & Business Intelligence

9. Apache Superset Integration (superset_connector)

Purpose: BI dashboards with row-level security (Tableau replacement)

• 5 Pre-built Dashboards: Sales Executive, Financial Performance, Inventory Ops, HR Analytics, Procurement Insights
• Row-level security (RLS) for multi-company/multi-tenant
• Real-time data sync with Odoo
• Drill-down analytics and custom chart builder

Usage: BI → Superset → Open Dashboard Docs: superset_connector/README.md

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AI & Knowledge Management

10. AI Knowledge Workspace (ipai_knowledge_ai)

Purpose: Semantic search + /ask API powered by pgVector + OpenAI (Notion replacement)

• Vector embeddings for documentation (pgVector via Supabase)
• /ask_ai API endpoint with GPT-4o-mini responses
• Auto-embedding generation (~200ms per block)
• Performance: <50ms search latency, ~2s E2E response time

Usage: Knowledge → AI Workspaces → Ask AI Quickstart: ipai_knowledge_ai/QUICKSTART.md Docs: ipai_knowledge_ai/README.md

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🏗️ Architecture

Technology Stack

• Odoo: 19.0 CE + OCA modules (Python 3.11)
• Database: PostgreSQL 16 + pgVector (Supabase pooler, port 6543)
• Container: Docker 24.0+ (multi-stage build, 512MB RAM optimized)
• BI: Apache Superset 3.0+ (open-source)
• Workflow: n8n (workflow automat