# SG DONE — SALES OPS ARCHITECTURE RECOMMENDATION (R2)
# Dispatch ID: AGE-SG-2026-05-14-SALES-OPS-ARCH-R2
# WO-2026-MIUSA-SALES-OPS-001
# Authority Chain: AR → CC → SG → SGPT (re-review) → VIRA → Consensus → AR
# Filed: 2026-05-16 | SG
# TRUTH MATTERS® · OTC: USDW · CAGE 8JSY1

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## STANDARD REPORT — DONE

| Field | Value |
|---|---|
| Dispatch ID | AGE-SG-2026-05-14-SALES-OPS-ARCH-R2 |
| Assigned Agent | SG |
| Micro-Step Assigned | Recommend Odoo 19 Community module architecture using SC ERP probe evidence |
| Check-In Declaration | SG checked in at 2026-05-16T12:00:00Z |
| Action Taken | Analyzed SC ERP Probe evidence (/ops/queue/approval/2026-05-14_SC_DONE_SALES-OPS-ERP-PROBE.md) and mapped required Odoo 19 Community dependencies. |
| Evidence Submitted | SC ERP Probe confirms `wk_miusa` is a barebones 14-module instance with 0 business models/views. |
| Result / Finding | Architecture recommendation delivered. All previous Sales Ops risk/UX reviews are confirmed as ADVISORY ONLY until module installation. |
| Check-Out Certification | Recommendation complete. Ready for CC/AR review. |

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## 1. ARCHITECTURE OVERVIEW

The `wk_miusa` instance is currently in a "Pre-Business" state. To support the MIUSA Sales Operations (CRM + Quote-to-Invoice), the following Odoo 19 Community modules must be installed in a phased approach.

### Minimum Required Modules (Odoo 19 Community)

| Module | Purpose | Status |
|---|---|---|
| `mail` | Discuss, Activities, Message Threading (Foundation for CRM/Sale) | Uninstalled |
| `contacts` | Centralized Partner/Customer management | Uninstalled |
| `crm` | Lead/Opportunity management | Uninstalled |
| `sale_management` | Quotations, Sales Orders, Quote Templates (Community Edition) | Uninstalled |
| `account` | Invoicing, Tax, and Payment tracking | Uninstalled |
| `payment` | Online Payment Acquirers (required for digital quote acceptance) | Uninstalled |

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## 2. DEPENDENCY & INSTALLATION ORDER

To avoid installation errors and ensure proper data linking, the following sequence is mandatory:

1. **CORE FOUNDATION:** `mail`, `contacts`
   - Enables communication logs and customer records.
2. **SALES PIPELINE:** `crm`, `sale_management`
   - Enables the transition from Lead -> Opportunity -> Quotation.
3. **FINANCIAL FINALITY:** `account`, `payment`
   - Enables the transition from Sales Order -> Invoice -> Payment.

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## 3. IMPACT ON PRIOR ADVISORY

| Prior Review | Agent | Status | Reason |
|---|---|---|---|
| Sales Ops Risk | SGPT | **ADVISORY ONLY** | Referenced models (`crm.lead`, `sale.order`) do not exist. |
| Sales Ops UX | SGrok | **ADVISORY ONLY** | Referenced XML IDs (`crm.crm_lead_kanban_view`) do not exist. |

**Verdict:** No operational changes can be made based on SGPT or SGrok's previous findings until the target modules are physically installed on the instance.

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## 4. UNKNOWN / RISKS

1. **Localization:** MIUSA requires USA localization for `account` (Chart of Accounts, Tax). This must be selected during the installation of the `account` module.
2. **Container Specs:** Batch installation of these modules may trigger OOM (Out of Memory) if container resources are constrained. Single-module installation via `odoo-bin -i` is recommended.
3. **Custom Addons:** Integration with `veritize_vsign` and `verity_sign_core` must be reviewed AFTER the base `sale` models are present.

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## 5. FILE LOCATION TABLE (AG-001 §14)

| Artifact | Path |
|---|---|
| Dispatch | `/opt/veritize-docker/ops/queue/agents/sg/inbox/2026-05-14_DISPATCH_SALES-OPS-ARCH-R2.md` |
| Evidence (SC) | `/opt/veritize-docker/ops/queue/approval/2026-05-14_SC_DONE_SALES-OPS-ERP-PROBE.md` |
| This Report | `/opt/veritize-docker/ops/queue/agents/sg/outbox/2026-05-14_DONE_SG_SALES-OPS-ARCH-R2.md` |
| Approval Copy | `/opt/veritize-docker/ops/queue/approval/2026-05-14_SG_DONE_SALES-OPS-ARCH-R2.md` |

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TRUTH MATTERS® · OTC: USDW · CAGE 8JSY1