Graduation Management

Module: spp_graduation

Overview

Manage graduation and exit from time-bound social protection programs

Purpose

This module is designed to:

• Define graduation pathways: Configure structured exit paths from social protection programs, distinguishing between positive exits (graduation) and negative exits (removal).

• Assess beneficiary readiness: Record and score criteria-based assessments to determine whether a beneficiary is ready to graduate from a program.

• Manage approval workflows: Route graduation assessments through draft, submitted, approved, and rejected states with full audit tracking.

Module Dependencies

Dependency	Purpose
base	Odoo core framework
spp_registry	Consolidated registry management for individuals, groups,...
spp_security	Central security definitions for OpenSPP modules
mail	Communication and activity tracking

External Dependencies

Package	Purpose
python-dateutil	Date arithmetic for computing post-graduation monitoring end dates

Key Features

Graduation Pathways

Pathways define how beneficiaries exit a program. Each pathway specifies whether the exit is positive (graduation) or negative (removal), and whether an assessment and approval are required.

Field	Description
Name / Code	Identifier for the pathway
Is Positive Exit	Distinguishes graduation from removal
Is Assessment Required	Whether a formal assessment must be completed
Is Approval Required	Whether a supervisor must approve the exit
Post Graduation Monitoring Months	Duration of monitoring after graduation (default: 12 months)

Graduation Criteria

Each pathway has one or more criteria that define what readiness means. Criteria are weighted and can be marked as required (must be met regardless of overall score).

Field	Description
Name / Code	Identifier for the criterion
Weight	Relative importance in the overall score calculation (must be > 0)
Assessment Method	Self Report, Verification Required, Computed from Data, or Field Observation
Is Required	If true, must be individually met regardless of overall score

Graduation Assessments

Assessments evaluate a beneficiary against a pathway's criteria. Each assessment includes criteria responses with scores (0-1), evidence attachments, and an overall recommendation.

Field	Description
Beneficiary	The registrant being assessed
Pathway	The graduation pathway used for evaluation
Assessor	User conducting the assessment
Readiness Score	Computed weighted average of criteria response scores (0-1)
Is Required Criteria Met	Whether all required criteria have been individually met
Recommendation	Graduate, Extend Participation, Exit (Non-graduation), or Defer Assessment
State	Draft, Submitted, Approved, or Rejected

When an assessment is approved with a "Graduate" recommendation, the graduation date is automatically set. The monitoring end date is computed based on the pathway's post-graduation monitoring period.

Integration

• spp_registry: Links assessments to registrants via partner_id with domain filtering for is_registrant = True.

• mail: Uses mail.thread and mail.activity.mixin on assessments for chatter-based audit trails and state change tracking.