Project Gantt

🔒 Internal · Updated Jun 22, 2026 (v3.9.7 · **✅ [Jun 22 build] TEST BED VALIDATED + MEETING LIFECYCLE + ⚙️ SETTINGS + HOME-NAV — DEV** — ran test bed T1–T9 + 21 unit tests (9/9, no defects); fixed the DEV Resend sending subdomain (`iq-force.iqforce.solutions` DKIM/SPF/MX published in GoDaddy → Resend Verified) which unblocked autosend; proved a REAL `autosend_dispatched` (email delivered) + Cal.com booking→`meeting_booked` end-to-end; fixed 2 autosend body bugs (literal `{{cal_link}}` leak; untruthful "human-reviewed" footer on autonomous sends). Built the **meeting lifecycle module**: `meeting_reminders` (migration 20260622) + `cal-booking-webhook` insert + `send-meeting-reminders` edge fn + `send-meeting-reminders-5min` pg_cron → 15-min consent-gated SMS reminder (validated with a REAL delivered SMS); confirmation/reschedule/day-before-email left to Cal.com Workflows. **MarIA qualify-first** on email/SMS/WhatsApp (ask one ICP question + push to SMS/WA before booking a human). Per-user **⚙️ Settings** tab (sender identity + booking link + webhook secret; admin all-tenants view preserved) + **clickable-logo Home** nav. Booking: each tenant uses their OWN free hosted Cal.com (webhooks ARE on free). Commits f859bcc + 8d55602 on dev · **Earlier [Jun 16 build] D63 HARDENING + PHASE 11/12/14/6 SHIPPED TO DEV** — D63 hardened: thresholded SMS/WA auto-revert (`_shared/autosendRevert.ts`, 3 opt-outs/14d) + compliance-primitive consolidation (`_shared/compliance.ts`) + admin cross-tenant monitor (`tenant-admin-autosend`/📡 Admin·Autonomy) + process-sequences-daily cron + active revert email + prospect-signal alarm. **PHASE 11** instrumentation spine: `events` table + `kpi_summary`/`kpi_all_tenants`/`kpi_cohort_retention` fns + backfill + `_shared/events.ts emitEvent` (core trigger points) + `cal-booking-webhook` (per-tenant HMAC → meeting_booked/held); migrations `20260616_phase11_*` applied DEV. **PHASE 12** CEO dashboard (`tenant-admin-metrics` + 📈 Admin·Metrics, reads kpi_* only). **PHASE 14** weekly report ACTIVATED (secret + deploy + cron Mon 13:00 UTC). **PHASE 6** BYO import polish (RFC-4180 parser fixes Apollo/LinkedIn + suppression-aware). 3 pg_cron jobs ACTIVE on DEV; PROD runbook ready (NOT executed, D20). 21 unit tests green. Next session = PURE TESTING (TEST_BED_2026-06-16.md). Commits 887bf54..3b131e0 · **✅ D63 AUTO-SEND COMMITMENT-BOUNDARY — M1–M6 FEATURE-COMPLETE + DEPLOYED TO DEV (Jun 16)** — HITL moved from per-message to the commercial-commitment boundary: M1 shadow · M2 email auto-send · M3 SMS+WA + bridge · M4 outbound (autosend_mode + global guardrail drive `scheduled` vs `pending_approval` in send-outreach) · M5 hold-back sampling 17% on EMAIL + auto-revert (window 20 / >25%, 13/13 deno tests) · M6 operator Autonomy UI (🤖 toggle + auto-revert banner + "Sent autonomously" feed + Flag-misfire) on RLS `activity_logs_tenant_read` (migration 20260616); migration applied to DEV + maria-inbound/send-reply/send-outreach redeployed (--use-api) + frontend pushed; commits 887bf54(M5)/90964e9(M6)/ee549eb(M4); **PROD stays full-HITL** (AUTOSEND_GLOBAL_ENABLED unset) until counsel clears v1.2 + a Twilio-TF/sms-consent reconciliation; next = E2E DEV validation · **PHASE 14 v1 — WEEKLY VALUE-MOMENT EMAIL 🟡 DEV code-complete (deploy pending)** — `send-weekly-report` edge fn emails each tenant a weekly ROI digest framed as SDR-equivalent labor; secret-gated + dry_run preview + Resend send + activity_logs audit; no schema change; not prospect-facing → outside the D63 HITL boundary. Emails-sent bug fixed (count resend_id NOT NULL). **Per D63 the auto-send / commitment-boundary autonomy layer is now BUILT (M1–M6 on DEV); this weekly-report deploy remains a separate, non-prospect-facing task** · **PHASE 12 v1 — PER-TENANT ROI DASHBOARD ✅ DEV** — 📊 Your results: ROI hero (cumulative SDR-equivalent hours + labor value ~$43/hr vs plan price) + 6 tiles (open rate, replies w/ 1–3% benchmark, pipeline value, meetings reached, won) + funnel; reads existing tables via direct RLS (no Phase 11 spine, no schema change); honest proxies labelled; verified DEV; remaining = CEO view + exact cost-per-meeting (P11+P13) · **Ana auto-ICP → sourcing confirmed already-done** (Jun 12 structured-JSON work; roadmap "~3h" was stale) · **PHASE 5 v1 — OPPORTUNITIES PIPELINE ✅ DEV** — 🎯 Pipeline dashboard button → Board (Kanban, 7 stages, drag-drop stage edit) + Table (stage select + inline value edit) + toggle + lightweight manual create; direct RLS on `deals` (no edge fn, no schema change); verified DEV preview; deferred polish = sortable cols / activity timeline / CSV-XLSX export / filters; PROD held per D20 · **PHASE 17 v1 "the hunter" / D62 — FULL PATH VERIFIED ✅ DEV** — ICP→prospect sourcing via per-tenant BYO Apollo key (AES-GCM service-role-only key store + JWT edge fns + Data-source UI); search validated live (Apollo Professional *paid* master key → 25 US candidates; trial did NOT grant Search) and enrich→commit founder-verified (prospects landed source='sourced'); test artifact cascade-deleted by a same-day re-enroll reset → durable re-confirm pending; PROD held per founder · **STRUCTURED-JSON DATA MODEL ✅ DEV** — ICP + GTM plan born-structured (deriveIcpFilter zero-AI · Ana→strategies.structured · sentinel parser · Mia/playbook digest), lowers tokens · PHASE 8 BACKEND COMPLETE ✅ · WhatsApp sandbox smoke E2E validated May 18 ✅ · public SMS Consent LIVE on PROD · Twilio TF verification submitted (5-7d async approval) · §11.3 + §12.1 Pilot Agreement resolved · retention enforcement job SHIPPED + pg_cron daily 03:00 UTC · **Demo test bed shipped to DEV May 23 (2cafbdc · D60)** — admin@/gonza@/demo@iqforce.ai + Admin Overview panel + 1-click reset workflow (`tenant-admin-overview` + `tenant-admin-reset` edge fns, both admin-JWT gated; reset wipes tenant cascade but preserves auth.users) · flows.html deprecated (86530e6/4dc194d) · landing nav+footer paths bug fixed (9070498/8b16cd1) · Phase 11-14 post-pilot · Phase 15+16 deferred per D59 · M8 live SMS gated on Twilio TF approval) · Assumes ~5h/day development pace