docs(plan): close Step 9 — recommender simulator deferred
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) <noreply@anthropic.com>
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@@ -148,12 +148,25 @@ Mechanical. Run last to minimize merge churn. ~2h.
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Dedicated commit. Email template URL builder, page-side fragment readers, Better Auth integration test. ~1h.
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Dedicated commit. Email template URL builder, page-side fragment readers, Better Auth integration test. ~1h.
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### 2.9 Step 9 — Optional: NocoDB inspection + recommender simulator
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### 2.9 Step 9 — NocoDB inspection complete: simulator DEFERRED
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Pre-flight: use the NocoDB MCP to inspect what stage-advancement / win history exists in the legacy interest records.
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NocoDB `Interests` carries only the current `Sales Process Level`
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single-select + a handful of point-in-time event timestamps
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(`EOI Time Sent`, `Time LOI Sent`, `clientSignTime`,
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`developerSignTime`, `EOI_Completed_At`, `finalized_document_sent_at`)
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scattered as text fields. There is **no dedicated stage-change
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history table** — only the most recent stage value survives.
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- **If recoverable**: build the "simulate against history" admin tool that replays past wins through current recommender weights. ~half day.
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The recommender simulator's tier-ladder + heat-score logic depends on
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- **If not**: defer until production accumulates ~10+ wins. Update `BACKLOG.md` to reflect.
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"how long did this deal sit at each stage" and "which stage did past
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deals make it furthest to before falling through." Without an
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advancement timeline that's not recoverable: every imported interest
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collapses to one data point.
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**Decision (2026-05-14):** defer the simulator until production
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accumulates ~10+ won deals under the new pipeline — then the simulator
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can replay against real CRM history. The existing per-port heat-weight
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tuning UI in `/admin/berth-recommender` is sufficient for v1 launch.
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---
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