MDL Operations Engine - System Manual

Welcome to the MDL Ops Engine. This document serves as the central index for all operational procedures, financial tracking, automation systems, and technical documentation.

Living Document Protocol * All new SOPs must be linked here. * Update the "Version History" below when significant changes occur. * MDL Automation Constitution v1.0: The governing principles for all automation work.

1. 🏢 Business Operations

Procedures for Sales, Administration, and Order Fulfillment.

Getting Started

Business Continuity & Handover Guide: System access and emergency procedures.
Exit Readiness & Sale Prep Kit: Strategic handover and business intelligence assets.
Strategic Decision Logic: Codified CEO decision patterns and heuristics.

Core SOPs (Transaction Lifecycle)

Group A: System Foundation * SOP-001: Digital Filing & Project Structure: Folder organization and source of truth. * SOP-002: QBO Setup & Custom Fields: Mandating "Customer PO#" and "Tracking" fields.

Group B: Sales & Quoting * SOP-010: Customer Quote Request: Intake and initial data collection. * SOP-011: AI-Powered Quote Creation: Line item extraction and margin calculation. * SOP-012: Quote Approval & Audit: Validation rules and audit discrepancy score.

Group C: Order & Logistics * SOP-020: PO Validation & Order Processing: Converting Quotes to finalized POs. * SOP-021: Shipping & Logistics Hub: Domestic and international logistics management. * SOP-022: Global Customs & Fee Prevention: Automated prevention of UPS/FedEx/DHL fees.

Group D: Financial Reconciliation * SOP-030: Customer Invoicing: Final billing and accounts receivable. * SOP-031: Vendor Bill Ingestion: Multi-stage QBO ATCH protocol for accounts payable.

Operational Resources

Supplier Contact Directory: Key vendor contacts.

2. 💰 Finance & Compliance

Managing corporate obligations and tax-credit eligibility.

SR&ED Timesheet Summary: Reconstructed developer effort logs.
SOP: Subscription Management: Recurring ARR/Expense tracking.

3. 🚀 Application Suite

Operational tools powered by the MDL Ops Engine.

AI Quote Generator: Proposal automation tool.
PO Validation App: AI-driven discrepancy detector.
Blind Shipping Calc (BSC): Landed cost calculator.
- Process Architecture: System data flow.

4. 🤖 Automation Manuals

Technical documentation for background services and workflows.

N8N System Manual: Backend workflows.
N8N User Manual: Operating the automation hub.
Outlook Automation: Email sync and archiving.
Shipping Intelligence Sync: Cross-platform logistics data flow.
BSC System Manual: Developer architecture for the calculator.

5. 💻 Developer Guide

For Software Engineers and System Architects.

Workspace Developer Guide: Multi-repo Git architecture.
SR&ED Technical Log: Record of technical advancements and R&D activities.
Project TODO List: Current roadmap and task tracking.
Environment Variables: Global configuration secrets.

Version History

Version	Date	Author	Description
1.7.0	2026-03-06	Antigravity	Major SOP Re-indexing: Reorganized all SOPs into chronological transaction phases (Foundation, Sales, Logistics, Finance).
1.6.0	2026-03-04	Antigravity	Added SOP-010: Customs Clearance & Fee Prevention, resolving phantom attachment bugs.
1.5.0	2026-02-23	Antigravity	Integrated SOP-007, SOP-008, and Finance Timesheets; Unified with Sidebar.
1.4.0	2026-02-22	Antigravity	Implemented Self-Healing QBO Token Manager with n8n Heartbeat Scheduler.
1.3.0	2026-02-18	Antigravity	Constitution v1.0 Compliance: Implemented Centralized State Backbone and Stateless Execution Layer.
1.2.0	2026-02-05	Antigravity	Added Outlook Automation Manual. Updated Activity Log and TODO list.
1.1.0	2026-01-30	Antigravity	Integrated BSC Manuals, Migrated Hubs to Supabase.