# MCS Operating System Addon Implementation Report Addon: `mcs_operating_system` Path: `addons/mcs_operating_system` Version: `17.0.1.0.0` Live state checked on 2026-08-30: `installed` ## Purpose The MCS Operating System addon implements an internal operating layer for Metatroncube around: - Revenue pipeline control - Delivery and project execution - Team capacity tracking - Client profitability review - Operating reviews and company goals - CEO dashboard metrics The addon depends on the following standard Odoo apps: - `account` - `calendar` - `contacts` - `crm` - `hr` - `hr_timesheet` - `project` - `sale_management` ## Implemented Custom Models ### `mcs.company.goal` Tracks company-level goals with owner, deadline, priority, target amount, blockers, linked projects, linked opportunities, next action, notes, and workflow state. States: - `planned` - `active` - `blocked` - `done` - `cancelled` Supported actions: - Set active - Mark blocked - Mark done ### `mcs.idea.parking` Tracks parked ideas with value, urgency, owner, review date, decision status, converted project, and notes. Decision statuses: - `pending` - `approve` - `park` - `kill` Supported actions: - Approve - Park - Kill ### `mcs.operating.review` Stores daily, weekly, and monthly operating review notes. Review types: - Daily Operating Meeting - Monday Commitments - Wednesday Revenue Review - Friday Operating Review - Monthly Operating Review Captured sections: - Shipped yesterday - Ships today - Blockers - Commitments - Revenue notes - Delivery notes - Capacity notes - Cash notes - Decisions - Next actions ### `mcs.sales.target` Tracks daily sales execution targets and completed counts. Tracked metrics: - Outbound target and done - Follow-up target and done - Call target and done - Proposal target and done - Referral target and done ### `mcs.client.profitability` Tracks profitability at client/project level for a selected period. Captured values: - Client - Project - Period start and end - Client revenue - Delivery hours - Account management hours - Rework hours - Revision hours - Internal hourly cost Computed values: - Internal delivery cost - Gross contribution - Gross margin Recommendations: - Keep - Reprice - Rescope - Automate - Reduce - Exit ### `mcs.operating.dashboard` Provides a read-only CEO dashboard record with computed operating metrics. Revenue metrics: - Monthly revenue target - Revenue closed this month - Monthly cash gap - New MRR won - Pipeline value - Weighted pipeline - Proposals outstanding - Deals expected this month - Cash collected - Overdue invoices - Active clients - Opportunities created - Opportunities won - Conversion rate Execution metrics: - Follow-ups due today - Projects at risk - Blockers - Overdue tasks - Team capacity hours - Planned hours - Actual hours - Billable hours - Non-billable hours - Utilization ## Extended Odoo Models ### CRM Lead: `crm.lead` Added fields: - Service offer - Expected monthly revenue - One-time project value - Proposal sent date - Last contact date - Follow-up date - Next action - Revenue priority - Has next activity - Missing operating data - Operating notes Added behavior: - Computes whether an open opportunity has required operating data. - Schedules follow-up activities when no next activity exists. - Provides a cron method for automatic missing follow-up scheduling. ### Project: `project.project` Added fields: - Initiative type - Operating classification - Revenue connected - Monthly revenue target - Contracted revenue - Cash gap - Planned hours - Actual hours - Planned vs actual utilization - Next action - Blocker - At risk Added behavior: - Computes cash gap from monthly target minus contracted revenue. - Computes planned and actual hours from tasks. - Flags projects as at risk when blocked, missing next action, or linked tasks are at risk. ### Project Task: `project.task` Added fields: - Operating priority - Definition of done - Next action - Blocker - Client/internal classification - Work category - Blocked - At risk - Missing operating data Added behavior: - Flags blocked tasks from blockers or dependencies. - Flags missing operating data for incomplete tasks missing owner, deadline, allocated hours, definition of done, or next action. - Flags at-risk tasks when blocked, overdue, or missing operating data. ### Timesheet Line: `account.analytic.line` Added fields: - Work category - Billable classification - Rework flag Billable classifications: - Billable - Non-Billable - Internal ### Employee: `hr.employee` Added fields: - Operating role - Available hours per week ### Sale Order: `sale.order` Added related fields from linked opportunity: - Service offer - Revenue priority ## Menus And Views Root menu: - MCS Operating System Main menu entries: - CEO Dashboard - Revenue Board - Ship Board - Capacity Board - Management - Company Goals - Sales Targets - Operating Reviews - Idea Parking Lot - Client Profitability - Operating Projects Integrated Odoo views: - CRM opportunities include an Operating System tab and follow-up scheduling button. - CRM opportunity list highlights opportunities with missing operating data. - Projects include an Operating System tab. - Tasks include an Operating System tab and list decorations for risk/blocker status. - Timesheets include operating work category, billable classification, and rework fields. - Employees include operating role and available weekly hours. ## Default Data ### CRM Pipeline stages: - Target - Contacted - Replied - Discovery - Qualified - Proposal - Negotiation - Won - Lost UTM sources: - Referral - Existing Client - LinkedIn - Cold Email - Cold Call - Website - Google - Facebook - Instagram - Networking - Agency Partner - Canada - India - Zambia - Other CRM tags: - Revenue Website Sprint - Growth Retainer - MVP Launch Sprint - White-Label Agency Partnership ### Project Task stages: - Planned - Ready - In Progress - Review - Client Review - Blocked - Ready to Deploy - Completed Project tags: - Frontend - Backend - Mobile - API - QA - Deployment - Client Feedback - Documentation Default operating projects: - 30-Day Revenue Sprint - ClicksToCart - Final Release - Hondavert - Current Development Phase - Idea Parking Lot Default milestones are created for the revenue sprint, ClicksToCart final release, and Hondavert current development phase. ### Company Goals Default company goals: - Close enough revenue to cover monthly payroll gap - Complete ClicksToCart final release - Complete Hondavert current development milestone ### Dashboard One default CEO dashboard record is created: - CEO Dashboard ## Security Security groups: - Operating System User - Operating System Manager Access rules: - Operating System User can read, write, and create operating records. - Operating System User cannot delete operating records. - Operating System Manager inherits user access and can delete most operating records. - CEO Dashboard is read-only. ## Automation Defined cron: - `MCS: Schedule Missing CRM Follow-Ups` Cron behavior: - Runs the CRM lead method `_cron_mcs_schedule_missing_followups`. - Finds open opportunities without activities. - Schedules follow-up activities using follow-up date, expected close date, or today's date. Live server note: - The cron exists on the live server but was found inactive during the 2026-08-30 inspection. ## Live Server Verification Live module state: - `mcs_operating_system`: installed Live record counts checked on 2026-08-30: - `mcs.company.goal`: 3 - `mcs.idea.parking`: 0 - `mcs.operating.review`: 0 - `mcs.sales.target`: 0 - `mcs.client.profitability`: 0 - `mcs.operating.dashboard`: 1 Cron state checked on 2026-08-30: - `MCS: Schedule Missing CRM Follow-Ups`: inactive ## Current Gaps And Streamlining Opportunities 1. The CRM follow-up cron exists but is inactive on the live server. 2. The dashboard uses a standard Odoo form layout and does not yet provide a polished custom dashboard UI. 3. No automated tests are currently included for the addon. 4. The operating workflow is structurally present, but the end-to-end process can be streamlined further from CRM to project to timesheet to profitability. 5. Dashboard metrics are computed live and may need optimization later if CRM, task, invoice, or timesheet volume grows significantly. ## Current Status The MCS Operating System addon is implemented and installed on the live Odoo server. The core structure is in place for company goals, revenue tracking, delivery control, capacity tracking, operating reviews, and profitability review. The next recommended implementation steps are: 1. Re-enable and validate the CRM follow-up cron. 2. Improve dashboard usability with grouped visual indicators or kanban-style cards. 3. Add basic tests for computed flags, profitability calculations, and dashboard metrics. 4. Define a stricter operating workflow from lead qualification through delivery and profitability review.