From a8607ecc9e406528cccf4f87199c03048d3c36d7 Mon Sep 17 00:00:00 2001 From: Matt Date: Thu, 14 May 2026 15:55:17 +0200 Subject: [PATCH] =?UTF-8?q?docs(plan):=20close=20Step=209=20=E2=80=94=20re?= =?UTF-8?q?commender=20simulator=20deferred?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit NocoDB inspection (via MCP) confirms the legacy Interests table carries only the current Sales Process Level value plus point-in-time event timestamps as text fields — no dedicated stage-change history table. That isn't enough resolution to replay stages-over-time through the recommender's tier-ladder + heat-score weights. Simulator deferred until ~10+ real wins accumulate under the new pipeline, then we can simulate against actual CRM history. The existing /admin/berth-recommender heat-weight tuning UI is sufficient for v1 launch. Co-Authored-By: Claude Opus 4.7 (1M context) --- docs/PRE-DEPLOY-PLAN.md | 21 +++++++++++++++++---- 1 file changed, 17 insertions(+), 4 deletions(-) diff --git a/docs/PRE-DEPLOY-PLAN.md b/docs/PRE-DEPLOY-PLAN.md index b46ec4d6..55d1f5f7 100644 --- a/docs/PRE-DEPLOY-PLAN.md +++ b/docs/PRE-DEPLOY-PLAN.md @@ -148,12 +148,25 @@ Mechanical. Run last to minimize merge churn. ~2h. Dedicated commit. Email template URL builder, page-side fragment readers, Better Auth integration test. ~1h. -### 2.9 Step 9 — Optional: NocoDB inspection + recommender simulator +### 2.9 Step 9 — NocoDB inspection complete: simulator DEFERRED -Pre-flight: use the NocoDB MCP to inspect what stage-advancement / win history exists in the legacy interest records. +NocoDB `Interests` carries only the current `Sales Process Level` +single-select + a handful of point-in-time event timestamps +(`EOI Time Sent`, `Time LOI Sent`, `clientSignTime`, +`developerSignTime`, `EOI_Completed_At`, `finalized_document_sent_at`) +scattered as text fields. There is **no dedicated stage-change +history table** — only the most recent stage value survives. -- **If recoverable**: build the "simulate against history" admin tool that replays past wins through current recommender weights. ~half day. -- **If not**: defer until production accumulates ~10+ wins. Update `BACKLOG.md` to reflect. +The recommender simulator's tier-ladder + heat-score logic depends on +"how long did this deal sit at each stage" and "which stage did past +deals make it furthest to before falling through." Without an +advancement timeline that's not recoverable: every imported interest +collapses to one data point. + +**Decision (2026-05-14):** defer the simulator until production +accumulates ~10+ won deals under the new pipeline — then the simulator +can replay against real CRM history. The existing per-port heat-weight +tuning UI in `/admin/berth-recommender` is sufficient for v1 launch. ---