2 Commits

Author	SHA1	Message	Date
Matt	a8607ecc9e	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>	2026-05-14 15:55:17 +02:00
Matt	f86f511e7b	docs(plan): lock pre-deploy plan from 2026-05-14 planning session ... Single source of truth for everything between today and initial VPS deploy. Captures every decision reached across the 2026-05-14 rounds: - Hot-path correctness: canonical active-interest definition, currency- aware pipeline value, occupancy=sold, two-card revenue PDF, multi- berth EOI mooring rendering via existing Berth Number form field. - Security gate: portal activation/reset URLs switch to URL fragment. - Email refactor: drop signature field, per-category send-from routing, per-port IMAP bounce monitoring, compose-UI attachment-threshold banner. - Schema: berths.archived_at, clients.metadata.source_inquiry_id, email_bounces table. - UX: externally-signed mark, contract paper-upload endpoint, inquiry P-4.5 linkage, quick brochure/PDF download, per-user digest schedule, documents-tab N+1 batch fix. - Bulk berth wizard for new-port setup. - Four investor charts as toggleable dashboard widgets. - Mechanical "deal" -> "interest" sweep incl. route rename. Implementation order + deferred items + operator deploy checklist all captured. Future agents resuming this work start here. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>	2026-05-14 14:49:13 +02:00