Prepare operating account health for support integration

addons/mcs_operating_system/CEO_DASHBOARD_V2_IMPLEMENTATION_REPORT.md

@@ -396,6 +396,17 @@ This is expected until monthly revenue/cost source data is populated in live rec
 7. Dashboard visuals are implemented as an Odoo client action with cards, bars, and tables. It is not a spreadsheet-style BI dashboard and does not yet use external charting libraries.
 8. Some seeded legacy setup records had live drift. CRM/project static setup XML was marked `noupdate` to avoid duplicate/unique conflicts during upgrades.
 
+## V2.1 Support Forward Compatibility
+
+The future Client Support System is intentionally deferred to MCS Operating System V2.1 and is not part of the CEO Dashboard V2 completion scope.
+
+Account health was refactored to support future signals through:
+
+- `_mcs_get_account_health_signals(projects)`
+- `_mcs_resolve_account_health(signals)`
+
+Future Helpdesk/support metrics should extend those methods instead of replacing the client-account model or duplicating account-health logic.
+
 ## Not Fully Implemented From Specification
 
 - Fully automatic opportunity-won sale order creation.

addons/mcs_operating_system/V2_1_SUPPORT_FORWARD_COMPATIBILITY.md

@@ -0,0 +1,58 @@
+# V2.1 Support Forward Compatibility
+
+Date: 2026-08-30  
+Addon: `mcs_operating_system`
+
+## Scope
+
+This note records the forward-compatibility decision for the future MCS Operating System V2.1 Client Support System.
+
+The support/helpdesk system is intentionally not implemented in CEO Dashboard V2. V2 remains focused on the CEO command center, operating dashboard, client-account rollups, project health, capacity, revenue, CEO actions, and internal bets.
+
+## Future Direction
+
+When V2.1 is implemented, first inspect whether Odoo Helpdesk is installed and available.
+
+Preferred approach:
+
+- Extend Odoo native Helpdesk if available.
+- Avoid creating duplicate ticket infrastructure unless there is a clear technical reason.
+- If Helpdesk is unavailable, document that fact before implementing an alternative.
+
+## Account Health Extension Point
+
+Client account health now routes through extension methods on `res.partner`:
+
+- `_mcs_get_account_health_signals(projects)`
+- `_mcs_resolve_account_health(signals)`
+
+CEO Dashboard V2 currently uses project/workstream health as the account-health input.
+
+V2.1 should extend `_mcs_get_account_health_signals` to add support signals such as:
+
+- open support tickets
+- critical P0/P1 tickets
+- overdue tickets
+- SLA breaches
+- average first-response time
+- average resolution time
+- unresolved ticket age
+- repeated incidents
+- reopened tickets
+
+V2.1 should then update `_mcs_resolve_account_health` only as needed to account for those additional support signals.
+
+## Deferred Support Scope
+
+The following are intentionally deferred to V2.1:
+
+- Support ticket model or Helpdesk extension
+- Ticket priorities, categories, teams, and SLA rules
+- Client portal ticket submission
+- Ticket-to-project-task workflow
+- Change-request-to-quotation workflow
+- Support time tracking metrics
+- Support health dashboard section
+- Support health influence on account health
+
+These are not considered missing from CEO Dashboard V2 because they are intentionally scheduled for V2.1.

addons/mcs_operating_system/models/res_partner.py

@@ -113,14 +113,34 @@ class ResPartner(models.Model):
                 if partner.mcs_monthly_hours
                 else 0
             )
-            health_values = set(projects.mapped("mcs_portfolio_health"))
-            if "blocked" in health_values:
-                partner.mcs_account_health = "blocked"
-            elif "at_risk" in health_values:
-                partner.mcs_account_health = "at_risk"
-            elif "watch" in health_values:
-                partner.mcs_account_health = "watch"
-            elif projects and health_values == {"completed"}:
-                partner.mcs_account_health = "completed"
-            else:
-                partner.mcs_account_health = "healthy"
+            partner.mcs_account_health = partner._mcs_resolve_account_health(
+                partner._mcs_get_account_health_signals(projects)
+            )
+
+    def _mcs_get_account_health_signals(self, projects):
+        """Return health signals used to resolve client account health.
+
+        V2.1 support/helpdesk integration should extend this method and add
+        ticket/SLA signals instead of replacing the account rollup model.
+        """
+        health_values = set(projects.mapped("mcs_portfolio_health"))
+        return {
+            "has_projects": bool(projects),
+            "project_health_values": health_values,
+            "has_blocked_project": "blocked" in health_values,
+            "has_at_risk_project": "at_risk" in health_values,
+            "has_watch_project": "watch" in health_values,
+            "all_projects_completed": bool(projects) and health_values == {"completed"},
+        }
+
+    def _mcs_resolve_account_health(self, signals):
+        """Resolve account health from extensible management signals."""
+        if signals.get("has_blocked_project"):
+            return "blocked"
+        if signals.get("has_at_risk_project"):
+            return "at_risk"
+        if signals.get("has_watch_project"):
+            return "watch"
+        if signals.get("all_projects_completed"):
+            return "completed"
+        return "healthy"

addons/mcs_operating_system/tests/test_ceo_dashboard_v2.py

@@ -35,6 +35,11 @@ class TestCeoDashboardV2(TransactionCase):
         self.assertEqual(self.partner.mcs_monthly_revenue, 100000)
         self.assertEqual(self.partner.mcs_contracted_value, 80000)
 
+    def test_account_health_uses_extensible_signals(self):
+        signals = self.partner._mcs_get_account_health_signals(self.project)
+        self.assertIn("project_health_values", signals)
+        self.assertEqual(self.partner._mcs_resolve_account_health(signals), "healthy")
+
     def test_ceo_action_workflow(self):
         action = self.env["mcs.ceo.action"].create(
             {