Add CEO dashboard V2 implementation report

2026-08-30 11:02:09 -04:00 · 2026-08-30 11:02:09 -04:00 · da7df6c1d6
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+# CEO Dashboard V2 Implementation Report
+
+Date: 2026-08-30  
+Addon: `mcs_operating_system`  
+Odoo version: 17  
+Latest deployed commit: `45a012b`
+
+## Summary
+
+CEO Dashboard V2 was implemented as an extension of the existing `mcs_operating_system` addon. The existing operating system models, menus, CRM extensions, project extensions, timesheet extensions, profitability records, and seeded records were preserved.
+
+The implementation adds a visual Odoo client dashboard, client-account rollups, project health/priority fields, CEO action tracking, internal-bet separation, portfolio seeding, profitability recomputation, CRM delivery-project support, cron repair, and focused tests.
+
+## Files Added
+
+- `addons/mcs_operating_system/hooks.py`
+- `addons/mcs_operating_system/models/ceo_action.py`
+- `addons/mcs_operating_system/models/res_partner.py`
+- `addons/mcs_operating_system/static/src/js/ceo_dashboard_v2.js`
+- `addons/mcs_operating_system/static/src/scss/ceo_dashboard_v2.scss`
+- `addons/mcs_operating_system/static/src/xml/ceo_dashboard_v2.xml`
+- `addons/mcs_operating_system/tests/__init__.py`
+- `addons/mcs_operating_system/tests/test_ceo_dashboard_v2.py`
+- `addons/mcs_operating_system/views/ceo_action_views.xml`
+- `addons/mcs_operating_system/views/res_partner_views.xml`
+- `addons/mcs_operating_system/CEO_DASHBOARD_V2_IMPLEMENTATION_REPORT.md`
+
+## Files Modified
+
+- `addons/mcs_operating_system/__init__.py`
+- `addons/mcs_operating_system/__manifest__.py`
+- `addons/mcs_operating_system/data/crm_data.xml`
+- `addons/mcs_operating_system/data/project_data.xml`
+- `addons/mcs_operating_system/models/__init__.py`
+- `addons/mcs_operating_system/models/crm_lead.py`
+- `addons/mcs_operating_system/models/dashboard.py`
+- `addons/mcs_operating_system/models/operating.py`
+- `addons/mcs_operating_system/models/project.py`
+- `addons/mcs_operating_system/security/ir.model.access.csv`
+- `addons/mcs_operating_system/views/crm_lead_views.xml`
+- `addons/mcs_operating_system/views/dashboard_views.xml`
+- `addons/mcs_operating_system/views/menu.xml`
+- `addons/mcs_operating_system/views/operating_views.xml`
+- `addons/mcs_operating_system/views/project_views.xml`
+
+## Models Created
+
+### `mcs.ceo.action`
+
+Tracks actions, decisions, approvals, blockers, and financial/business-impact items requiring CEO attention.
+
+Fields include:
+
+- `title`
+- `category`
+- `priority`
+- `priority_rank`
+- `state`
+- `date_due`
+- `responsible_user_id`
+- `partner_id`
+- `project_id`
+- `lead_id`
+- `expected_financial_impact`
+- `business_impact`
+- `next_action`
+- `blocker`
+- `notes`
+- `date_created`
+- `date_completed`
+
+Workflow actions:
+
+- Open
+- Waiting
+- Blocked
+- Completed
+- Cancelled
+
+## Models Extended
+
+### `res.partner`
+
+Added lightweight client-account rollup fields:
+
+- `mcs_is_client_account`
+- `mcs_account_status`
+- `mcs_account_health`
+- `mcs_currency_id`
+- `mcs_monthly_revenue`
+- `mcs_contracted_value`
+- `mcs_monthly_hours`
+- `mcs_effective_hourly_revenue`
+- `mcs_account_owner_id`
+- `mcs_next_account_action`
+- `mcs_account_risk_reason`
+- `mcs_project_ids`
+
+A defensive public maintenance action was added:
+
+- `action_mcs_ensure_client_account_columns`
+
+This was needed to repair the live half-upgraded state where the registry saw the new partner fields before the database columns existed.
+
+### `project.project`
+
+Added delivery, portfolio, priority, stale, and internal-bet fields:
+
+- `mcs_delivery_type`
+- `mcs_portfolio_health`
+- `mcs_risk_score`
+- `mcs_last_meaningful_progress_date`
+- `mcs_days_since_meaningful_progress`
+- `mcs_stale`
+- `mcs_stale_threshold_days`
+- `mcs_launch_completion_date`
+- `mcs_revenue_impact_score`
+- `mcs_client_importance_score`
+- `mcs_urgency_score`
+- `mcs_completion_leverage_score`
+- `mcs_resource_cost_score`
+- `mcs_commercial_priority_score`
+- `mcs_internal_product_stage`
+- `mcs_internal_expected_revenue`
+- `mcs_internal_actual_revenue`
+- `mcs_next_milestone`
+- `mcs_next_decision_date`
+
+### `crm.lead`
+
+Added:
+
+- `action_mcs_create_delivery_project`
+
+This supports creating or linking a delivery project from a won opportunity while preserving the standard customer/project relationship.
+
+### `mcs.client.profitability`
+
+Added:
+
+- `action_recompute_from_project`
+- Project/period onchange recomputation
+
+The recompute pulls project revenue and period timesheets into profitability fields.
+
+### `mcs.operating.dashboard`
+
+Added:
+
+- `get_ceo_dashboard_v2_data`
+- `action_mcs_seed_v2_operating_data`
+
+The dashboard payload contains company pulse, revenue, funnel, portfolio, project health, capacity, time distribution, allocation guardrail, CEO actions, internal bets, and drill-down actions.
+
+## Computed Fields
+
+Client-account computed rollups:
+
+- Account health
+- Monthly revenue
+- Contracted value
+- Monthly hours
+- Effective hourly revenue
+
+Project computed fields:
+
+- Commercial priority score
+- Last meaningful progress date
+- Days since meaningful progress
+- Stale flag
+- Risk score
+- Portfolio health
+
+Dashboard computed payload:
+
+- Revenue coverage
+- Revenue coverage status
+- Revenue gap
+- Pipeline coverage
+- Pipeline coverage status
+- Team utilization
+- Billable utilization
+- Project health distribution
+- Capacity rows per employee
+- Time distribution by work category and billable class
+- Resource allocation guardrail
+
+## XML Views
+
+Added:
+
+- CEO action tree/form/search/action views
+- Client account partner tree/form/action views
+- CEO Dashboard V2 client action
+
+Extended:
+
+- Project form operating section
+- CRM lead header
+- Profitability form
+- MCS Operating System menu
+
+## JS / OWL Dashboard
+
+Added Odoo client action:
+
+- Tag: `mcs_ceo_dashboard_v2`
+- JS component: `McsCeoDashboardV2`
+- Template: `mcs_operating_system.CeoDashboardV2`
+
+Dashboard rows:
+
+- Company Pulse
+- Revenue Target vs Actual vs Forecast
+- CRM Funnel / Pipeline Coverage
+- Client Portfolio Health
+- Project Health Distribution
+- Team Capacity
+- Hours Distribution
+- CEO Attention Queue
+- Internal Bets
+- Resource Allocation Guardrail
+
+## Menus And Actions
+
+Main CEO Dashboard menu now points to:
+
+- `action_mcs_ceo_dashboard_v2`
+
+Added management menus:
+
+- Client Accounts
+- CEO Actions
+
+The classic form dashboard still exists as:
+
+- `action_mcs_operating_dashboard`
+
+## Security Changes
+
+Added access:
+
+- `mcs.ceo.action` read-only for Operating System User
+- `mcs.ceo.action` full access for Operating System Manager
+- `mcs.operating.dashboard` read-only for Operating System Manager
+
+Changed:
+
+- Dashboard financial access is manager-only.
+
+## Cron Changes
+
+The existing cron was preserved:
+
+- `MCS: Schedule Missing CRM Follow-Ups`
+
+The live root cause was data/configuration drift: the cron existed but was inactive. The V2 setup hook now explicitly repairs this intended state without creating duplicate activities.
+
+Live result:
+
+- Cron active: `True`
+
+## Data / Migration Changes
+
+Static CRM and project seed files were marked `noupdate` to prevent upgrade conflicts with live records that had drifted from their original XML IDs.
+
+Added idempotent setup logic for client accounts and portfolio workstreams.
+
+Seeded client accounts:
+
+- ClicksToCart
+- Wallaceton
+- Maison de Treats
+- Lens and Frames
+- TNCSC
+- Infini
+- Organic Healthy Family
+- Hondavert
+- RaceNation
+- Racewerks
+- Internal
+
+Seeded or linked workstreams:
+
+- ClicksToCart - ERP Implementation
+- ClicksToCart - App Development
+- ClicksToCart - Social Media Handling
+- Wallaceton - SEO
+- Wallaceton - Social Media Handling
+- Wallaceton - Ads Management
+- Maison de Treats - Social Media Handling
+- Lens and Frames - SEO
+- Lens and Frames - Social Media Handling
+- Lens and Frames - Ads Management
+- TNCSC - Ads Management
+- TNCSC - Videos
+- TNCSC - ERP
+- Infini - Social Media Handling
+- Organic Healthy Family - Shopify Store Development
+- Hondavert - Website Development
+- Hondavert - App Development
+- RaceNation - Website Development
+- Racewerks - Website Development
+- Internal - Shopify App for Revenue Generation
+- Internal - Custom Product Development
+
+The hook does not overwrite live task/project data. It creates missing records and fills blank operating fields only.
+
+## Tests Added
+
+Added transaction tests for:
+
+- Project commercial priority score
+- Client account rollup
+- CEO action workflow
+- Dashboard V2 payload sections
+- CRM follow-up idempotency
+
+Test file:
+
+- `addons/mcs_operating_system/tests/test_ceo_dashboard_v2.py`
+
+## Tests / Validation Executed
+
+Local validation executed:
+
+- Python syntax compile over `mcs_operating_system` Python files
+- XML parse validation over `mcs_operating_system` XML files
+
+Local Odoo test execution was not possible because Docker Desktop was not running on this machine:
+
+- Docker API error: Docker daemon pipe not found
+
+Live validation executed through XML-RPC:
+
+- Module upgrade succeeded
+- V2 seed action succeeded
+- Dashboard payload method succeeded
+- Client action exists
+- Client accounts created/linked
+- Delivery type projects created/linked
+- Internal bets separated
+- Follow-up cron active
+
+## Live Upgrade Result
+
+Final live upgrade result:
+
+- Module: `mcs_operating_system`
+- State: `installed`
+- Version: `17.0.1.0.0`
+- Upgrade action returned successfully
+
+Live verification:
+
+- Client action `mcs_ceo_dashboard_v2`: exists
+- Client accounts: 11
+- Projects with delivery type: 21
+- Internal bets: 2
+- CRM follow-up cron active: True
+- Dashboard payload sections returned:
+  - `actions`
+  - `allocation_guardrail`
+  - `capacity`
+  - `ceo_actions`
+  - `company_pulse`
+  - `internal_bets`
+  - `kpis`
+  - `period`
+  - `portfolio`
+  - `project_health`
+  - `revenue`
+  - `time_distribution`
+
+Dashboard payload counts:
+
+- Portfolio rows: 10
+- Capacity rows: 15
+- Internal bet rows: 2
+
+Revenue coverage on verification:
+
+- Coverage: 0%
+- Status: critical
+
+This is expected until monthly revenue/cost source data is populated in live records.
+
+## Known Limitations
+
+1. Browser screenshot and browser-console validation were not completed because no authenticated browser session was available through the current tool context.
+2. Local Odoo automated tests were added but not executed because Docker Desktop was not running.
+3. Operating cost is derived from open HR contract wages when `hr.contract` is available. It does not yet include other overhead categories such as rent, subscriptions, or infrastructure.
+4. Internal-bet estimated cost is currently returned as `0` because no employee/hourly-cost source model exists yet in this addon.
+5. CRM-to-project workflow supports delivery project creation, but automatic sale order creation/linking is not fully implemented.
+6. Portfolio stale calculation uses available signals: project write date, task write date, and timesheet dates. It does not yet detect milestone completion or formal project status updates separately.
+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.
+
+## Not Fully Implemented From Specification
+
+- Fully automatic opportunity-won sale order creation.
+- Dedicated configuration model for stale threshold and pipeline multiplier.
+- Real internal-product cost calculation from employee cost rates.
+- Browser-based screenshot validation.
+- Browser console validation.
+- Full performance optimization with `read_group` everywhere.
+- Full automated test execution in this environment.
+
+## Current Status
+
+CEO Dashboard V2 is implemented, pushed, and upgraded on the live server. The dashboard backend payload is returning live data, drill-down action definitions exist, the visual client action is registered, portfolio rollup data is seeded without overwriting live work, internal products are separated, and the CRM follow-up cron is active.