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odoo-metatroncube/addons/mcs_operating_system/IMPLEMENTATION_REPORT.md
metatroncubeswdev a70dc1fcc0 Add operating system implementation report
2026-08-30 10:34:20 -04:00

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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.