Funcionalidades
O que o togrant.com faz, de ponta a ponta.
Todas as funcionalidades abaixo estão em produção hoje, a funcionar contra tenants Odoo reais. Cada uma foi construída porque uma organização sem fins lucrativos a pediu — por isso a lista parece uma lista de verificação do que o trabalho financiado por subsídios realmente precisa.
▶ Prefere vê-lo funcionar? Veja a demonstração de 3 minutos — then come back to the list.
Ciclos e modelos de subsídios
- Per-cycle stages. Concept Note → Proposal & Budget → Assessment → Decision → Contract. Stages are editable; you can add donor-specific ones like "External due diligence" or "Board approval".
- Required forms & documents per stage. Define them in the template; togrant.com enforces them when applications move forward.
- Editable cycle types. Rename them, add new ones, archive obsolete ones. The "no templates attached" guard keeps you from deleting a type that still has live work on it.
- Ten pre-loaded example templates. EU centralised, Embassy / in-country, MFA framework, Private foundation, USAID, UN agency, FCDO, GIZ / BMZ, Sida. Copy one to your own template and tweak — your copy starts archived so you can rename + adjust before exposing it.
Read more about grant cycle templates in the manual →
Categorias de orçamento e linhas de detalhe
- Per-cycle budget categories. EU PRAG uses HR / Travel / Equipment / Office / Services / Indirect 7%; USAID uses Personnel / Fringe / Travel / Equipment / Supplies / Contractual / NICRA. Each cycle owns its own set — no global enum that forces every donor into the same shape.
- Per-project detail lines. Underneath each category, the actual budget lines (e.g. "Project Director, 50%, 36 months @ €3,500/mo"). Cycle templates carry default detail lines; project budgets inherit them and can be edited per implementation.
- % of direct. Indirect categories support automatic "% of direct" calculation — change the percentage, all downstream numbers recompute.
- EU template export. Multi-tab XLSX matching the EU PRAG budget template, with the right structure for donor submission.
Manual chapters: budget categories & detail templates · per-project detail lines · grant detail page
Cadência de relatórios
- Period generation per cycle. Annual, quarterly, mid-term at month N, final at grant end. Period boundaries respect the tenant's fiscal-year-start month.
- Date-filtered actuals. Periods filter the Odoo analytic-line pull, so "Q2 2026" actuals are just Q2 2026 actuals.
- Donor exports per period. EU-shaped today; USAID, UN, FCDO formats on request.
Integração com Odoo
- Standard XML-RPC API only. No Odoo module, no Studio fields, no server actions. Compatible with Odoo Community and Enterprise.
- Three analytic plans, dynamically populated. Plan 1 (Project), Plan 2 (Donor budget line), Plan 3 (Donor budget detail). Accounts are created on demand based on your cycle's categories and detail lines.
- Per-project Odoo company override. Multi-entity orgs can route specific projects to specific Odoo companies (res.company) — useful when you've set up a branch, subsidiary, or country office as a separate Odoo company.
- Idempotency keys + sync log. Every API call is keyed by
tenant:entity:operationand writes to a sync log. Retries never duplicate. Failures are visible, never silent. - Connection health monitoring. 5-minute cron pings each tenant's Odoo. Red / amber / green status on the admin dashboard.
Deep dive: how togrant.com talks to Odoo · manual chapters on Odoo connection · sync log · integration health
Pronto para multi-tenant, focado num único tenant
- Tenant-scoped queries everywhere. Every database query passes through a tenant-scoping helper. There's no shared-data leak surface.
- Custom labels per tenant. Don't like "Projects" or "Organizational units"? Rename to "Programmes" or "Country offices". Labels flow through every screen and the user manual.
- Per-tenant Odoo configuration. URL, database, service-account credentials, fiscal year. Each tenant owns its own settings.
Autenticação e segurança
- Magic-link sign-in by default. No passwords to phish, no rotation policy to write. Email lands in 6 seconds via SMTP2GO; link expires in 15 minutes; sessions are HttpOnly + Secure + SameSite=Lax.
- SSO on Team and Enterprise. Microsoft Entra and Google Workspace.
- Server-side permission checks on every mutating route. Hiding a button is never our only line of defence.
- Per-user role assignments. Programme officer, finance officer, organization admin, superadmin. Roles gate sensitive screens.
Manual: users & invites · roles & permissions
Detalhes operacionais
- Hosted on Cloudflare Workers + D1 + R2. Sub-100ms TTFB from any continent.
- EU-only data residency. D1 + R2 buckets in the EU region.
- Restore points before every production-touching change. Git tag, schema export, row-count snapshot.
- Append-only sync log. 16 KB cap per payload, redacted (no API keys, no Bearer tokens). Searchable for the past 90 days.