docs: record funnel phases 7-10 delivered — 293 tests, gaps list updated (D16 final)

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

CLAUDE.md

@@ -43,7 +43,7 @@ distilled to what applies to HQ. A change that breaks one does not land.
 | Append-only audit | Every mutation calls `writeAudit(db, userId, action, entity, id, before, after)` in the **same transaction** as the change. The audit log is append-only — never update or delete rows. Previews and the public share route write nothing. | `audit.ts` |
 | Client id is the future tenant id | `client.id` is a client-generated UUIDv7 that becomes `tenant_id` when the cloud tier stands up — same rows, promoted once. Never re-key clients. | `repos-clients.ts` |
 | No silent caps | Every list that can grow paginates or warns; never silently truncate. | reports, directory queries |
-| Strict TS, green before landing | Strict TypeScript everywhere; `npm run typecheck` and `npm test` both clean before anything lands. Money math is locked by tests — a rounding change without a test change does not land. | `tsc`, vitest (270 tests) |
+| Strict TS, green before landing | Strict TypeScript everywhere; `npm run typecheck` and `npm test` both clean before anything lands. Money math is locked by tests — a rounding change without a test change does not land. | `tsc`, vitest (293 tests) |
 
 ## Running it
 
@@ -63,7 +63,7 @@ cd apps/hq-web && npm run dev
 - Env: `HQ_DATA_DIR` (DB location), `SIMS_PIN_PEPPER` (set once, never change), `HQ_SECRET_KEY`
   (before Gmail), `GOOGLE_*` (Gmail), `AWS_*` (Cost Explorer), `HQ_PORT` (default 5182).
 - Health check: `GET /api/health` → `{ ok: true }`.
-- Verified state: `npm install` + typecheck clean, 270 tests pass. Exercise real flows end
+- Verified state: `npm install` + typecheck clean, 293 tests pass. Exercise real flows end
   to end before claiming done.
 
 ## Docs (kept in `docs/`)

README.md

@@ -29,7 +29,7 @@ document and conversation we've had with them.
 
 ## Build state (start here)
 
-Working codebase, not a plan. `npm install` + typecheck are clean and **270 tests pass**.
+Working codebase, not a plan. `npm install` + typecheck are clean and **293 tests pass**.
 Current state and run-vs-pending detail live in **[STATUS.md](STATUS.md)**; the go-live
 runbook (server, HTTPS, backups, Gmail/AWS/import wiring, the Postgres switch) is in
 **[docs/DEPLOY-HQ.md](docs/DEPLOY-HQ.md)**.

STATUS.md

@@ -21,9 +21,9 @@ reminders driven by the dated `reminder_schedule` table.
 | --- | --- |
 | `npm install` | clean |
 | `npm run typecheck` (root + workspaces) | clean, no errors |
-| `npm test` (`vitest run`) | **270 tests pass across 55 files** |
+| `npm test` (`vitest run`) | **293 tests pass across 57 files** |
 
-The 270 figure is the live `vitest run` count measured 2026-07-17, after the
+The 293 figure is the live `vitest run` count measured 2026-07-17, after the
 quote-to-close funnel slice and its review fixes. Test files live under
 `apps/hq/test/` (49 files, including `employees`, `employees-routes`,
 `client-owner`, `pipeline`, `quote-followup`, and `reminder-schedule`),
@@ -269,15 +269,6 @@ rasterizes for the PDF.
 - **AWS cost pull is env-gated** — the scheduled and manual pulls run only when
   `AWS_ACCESS_KEY_ID` / `AWS_SECRET_ACCESS_KEY` are configured; otherwise usage
   is owner-entered by hand.
-- **Funnel spec phases 7–10 are designed, not built** (see
-  `docs/superpowers/specs/2026-07-17-quote-to-close-funnel-design.md`): the
-  one-click `POST /documents/:id/convert-and-send` and proforma
-  `POST /documents/:id/supersede` endpoints do not exist yet (the underlying
-  convert guards landed); invoice-overdue escalation still uses the **monthly
-  bucket** — the dated 7/15/30 `invoice_overdue` cadence row is seeded and
-  `resolveSchedule` supports it, but the scan does not read it yet; and the
-  module → client roster (`GET /modules/:id/clients` + CSV export +
-  owner/manager Notify-all) is not implemented.
 - **APEX import is CLI-only** — no web UI for staging/commit.
 - **Reminders live on the Dashboard** — there is no standalone reminders page,
   and there is no separate documents-list page (documents are reached from the

docs/06-DECISIONS.md

@@ -199,9 +199,11 @@ console users are a small bounded set (single-digit headcount), the count is dis
 and nothing is silently truncated, which is the intent of rule 8. If the team ever
 grows past a screenful, paginate it like every other list.
 
-**Delivery state (2026-07-17):** phases 1–6 landed (employee foundation + management
+**Delivery state (2026-07-17, final):** all ten phases landed. Phases 1–6 (employee
-surface, owner plumbing, dated schedule, pipeline chase-list, escalating quote
+foundation + management surface, owner plumbing, dated schedule, pipeline chase-list,
-follow-up) along with the F3/F4 convert hardening. The `convert-and-send` and
+escalating quote follow-up) plus the F3/F4 convert hardening, then 7–10 in the same
-`supersede` endpoints, invoice `dN` milestone escalation (scan still uses the monthly
+day's second pass: one-click `POST /documents/:id/convert-and-send` (guards → one txn
-bucket), and the module → client roster (phases 7–10) are decided here but not yet
+convert+issue → post-commit email), proforma `POST /documents/:id/supersede`, invoice
-implemented — tracked in STATUS.md Known gaps.
+`dN` milestone escalation (d7/d15/d30 from the dated schedule, F7 highest-only
+catch-up), and the module → client roster (`GET /modules/:id/clients` + CSV export +
+owner/manager Notify-all with per-recipient audit). Suite at 293 tests / 57 files.