odoo-metatroncube/addons/mcs_operating_system/V2_1_SUPPORT_FORWARD_COMPATIBILITY.md
2026-08-30 11:03:54 -04:00

2.0 KiB

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.