Commit Graph

11 Commits (83f12685c470adc95d93a90aa0b4987f90358817)

Author SHA1 Message Date
Thomas Joise 19fe037bb4 docs: record the review pass — 345 tests, all 8 findings closed
STATUS: count + review summary, D18 sentence in the intro, honest migrate()
column list, routes table gains /reminders /documents /profile /import and the
collapse/user-menu shell description. README + CLAUDE: 345. D18 record in
06-DECISIONS gains the review outcome. Spec banner notes the post-review
deltas (CSV support columns, LIKE filters).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
5 days ago
Thomas Joise 8064c49465 docs: record the delivered D18 go-live cluster — 344 tests, gaps closed, spec stamped (Phase 10)
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
5 days ago
Thomas Joise 418555179b docs: bring every document current — runbook gains D16 go-live knobs, delivery stamps on all executed specs/plans, 14-SPEC delivery note, README doc table
- DEPLOY-HQ.md §6b: share.base_url (required for quote follow-up emails),
  quote.followup.policy manual/auto, dated reminder_schedule cadences,
  employee accounts + account-owner assignment at go-live
- STATUS/README/CLAUDE already at 293 tests; specs/plans now carry their
  DELIVERED/EXECUTED stamps so the archive reads honestly

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
5 days ago
Thomas Joise 7862452989 docs: record funnel phases 7-10 delivered — 293 tests, gaps list updated (D16 final)
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
5 days ago
Thomas Joise 5a1c84f1de docs: record quote-to-close funnel slice (D16)
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
5 days ago
Thomas Joise 803320a5d5 docs(decisions): D16 — employees ride staff_user; GET /employees returned whole
Records the decision the code already cites (staff_user IS the employee
table; rename would churn FKs and audit names) and the reviewed deviation
from the funnel spec's blanket pagination rule: GET /employees returns the
bounded console-user set whole with total, no page/pageSize.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
5 days ago
Thomas Joise 75e1795bfd docs: bring planning docs current with the HQ/Store split
Update the shared-heritage docs that still described the old combined monorepo:
D15 and the HQ console spec now note the 2026-07-16 split into two independent
repos, and the deploy runbook uses the correct repo name (sims-hq, was sims-next).
Historical decisions are preserved; only stale present-tense/naming is corrected.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
5 days ago
Thomas Joise 115f2e6c41 docs: HQ project identity (README, STATUS, CLAUDE) + fix cross-repo doc links
Adds the front-page README, a first STATUS.md build-state doc (the console had
none), and a CLAUDE.md with the house rules that govern this repo. De-links four
references to Store-only planning docs (04-ROADMAP, 08-MARKET-ARCHITECTURES,
09-UX-FLOWS-AND-MENUS) that now live in the Store repo, and regenerates the
lockfile to drop the removed Store workspace entries.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
5 days ago
Thomas Joise fbf39d7a51 docs+chore: HQ DDL snapshot, gitignored import-drop, Postgres locked pre-go-live (D15)
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2 weeks ago
Thomas Joise 3cfda5b55d docs: record one-repo/two-apps confirmation + HQ-DB-as-cloud-nucleus rule (D15)
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2 weeks ago
Thomas Joise cb5df2f0d6 docs: HQ ops console spec (D15) + roadmap/decisions updates
New docs/14-SPEC-HQ-CONSOLE.md: internal ops console (apps/hq) for the
~300 Classic clients - quotations/proforma/invoices in minutes with Gmail
send, recurring billing + reminders, AMC, per-client AWS cost, interaction
log; replaces the internal Oracle APEX app. Doc-11 HQ Console started early.

Also: HQ workstream in 04-ROADMAP, D15 in 06-DECISIONS, cross-refs in
doc 11 + STATUS. First commit of the docs baseline (00-17).

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