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pn-new-crm/docs/superpowers/specs
Matt Ciaccio f1ed2a5f87
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docs(spec): Phase B — insights, alerts, and operational awareness
Full execution plan for the next phase. Closes the seven priority gaps
the 2026-04-28 Nuxt→Next audit surfaced (analytics, alerts,
interests-by-berth, expense dedup, EOI queue, OCR, audit log read view).

Scope:
- Analytics dashboard with KPI tiles, pipeline funnel, occupancy
  timeline, revenue breakdown, lead-source attribution; cached via
  `analytics_snapshots` recurring job.
- Alert framework: 10-rule v1 catalog, rule engine evaluates on cron,
  fingerprint dedupes, auto-resolves when condition clears, surfaces
  in dashboard right rail + dedicated /alerts page.
- Interests-by-berth tab on berth detail.
- Expense duplicate detection (vendor + amount + date ±3d) with
  merge action.
- OCR for expense receipts via Claude Vision (Haiku 4.5 + ephemeral
  system-prompt cache).
- Audit log admin read view with tsvector search + cursor pagination.
- EOI queue: saved-view tab on the documents hub.

11 PRs, ~10-13 dev days, calendar 2.5-3 weeks. Critical path
graphed. Risk register includes alert false-positive mitigation,
OCR cost ceiling via Haiku + cache, and audit-log scale.

Four open questions for the user in the spec footer.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 14:00:01 +02:00
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