From 3d03bbb2e35caea0a200ef3b38c3899c3a5f2571 Mon Sep 17 00:00:00 2001 From: Claude Date: Fri, 17 Apr 2026 05:08:47 +0000 Subject: [PATCH] docs(dealix): add Master Remaining Scope Map https://claude.ai/code/session_01W1rJthWDkasijTdXCfxVHs --- .../docs/MASTER_REMAINING_SCOPE_MAP.md | 215 ++++++++++++++++++ 1 file changed, 215 insertions(+) create mode 100644 salesflow-saas/docs/MASTER_REMAINING_SCOPE_MAP.md diff --git a/salesflow-saas/docs/MASTER_REMAINING_SCOPE_MAP.md b/salesflow-saas/docs/MASTER_REMAINING_SCOPE_MAP.md new file mode 100644 index 00000000..de9c9fcd --- /dev/null +++ b/salesflow-saas/docs/MASTER_REMAINING_SCOPE_MAP.md @@ -0,0 +1,215 @@ +# Master Remaining Scope Map — Dealix Tier-1 Completion + +> **Status**: Active +> **Updated**: 2026-04-17 +> **Rule**: Core System = done. Remaining = Productization + Operability + Revenue Enablement. + +--- + +## Summary of What's Done + +| Layer | Status | +|-------|--------| +| Governance docs (26+) | Done | +| Backend models (3 Tier-1) | Done | +| Backend services (6 Tier-1 + all real DB) | Done | +| Backend APIs (8 Tier-1, all wired) | Done | +| Frontend components (9 Tier-1, all wired to APIs) | Done | +| Structured output schemas (17 Pydantic) | Done (defined, not yet enforced) | +| Architecture brief (40/40) | Done | +| Revenue activation docs | Done | +| CODEOWNERS | Done | + +--- + +## 1. Backend Remaining + +### Must Now +| Item | Why | Status | +|------|-----|--------| +| Runtime enforcement inventory | Every endpoint needs approval_class + sensitivity + reversibility | Target | +| Enforce ApprovalPacket schema on Class B actions | No free-form approval payloads | Target | +| Auto-assemble evidence pack on deal close | Currently manual only | Target | +| Wire LeadScoreCard to lead qualification agent | 17 schemas defined, 0 used | Target | +| correlation_id propagation through OpenClaw gateway | Needed for trust audit trail | Target | + +### Should Next +| Item | Why | Status | +|------|-----|--------| +| Idempotency keys for all side-effect endpoints | Prevent duplicate actions on retry | Target | +| Connector health probes (live WhatsApp/Stripe check) | Currently only tracks status, no probe | Target | +| Telemetry: trace propagation + structured logs | Needed for production observability | Target | +| Saudi compliance live validation (actual consent coverage check) | Currently seeds controls as PARTIAL | Target | + +### Strategic Later +| Item | Why | Status | +|------|-----|--------| +| OPA policy engine | Replace/augment policy.py when rules exceed 50 | Watch | +| OpenFGA authorization | When RBAC insufficient for relationship-based access | Watch | +| Temporal for durable workflows | When partner/DD/signature flows need crash-proof execution | Watch | +| Compensation/rollback logic | Required before Temporal adoption | Target | + +--- + +## 2. Frontend Remaining + +### Must Now +| Item | Why | Status | +|------|-----|--------| +| Loading/empty/error states for all 9 components | Professional UX | Partial | +| Demo mode vs live mode indicator | Prevent confusion between demo and production | Target | + +### Should Next +| Item | Why | Status | +|------|-----|--------| +| Executive readability polish | Layout for CEO, not engineer | Partial | +| Print/export modes for executive surfaces | Board pack export | Target | +| Arabic/RTL typography polish | Professional Arabic rendering | Partial | +| State badges for approval severity | Visual trust indicators | Target | + +### Strategic Later +| Item | Why | Status | +|------|-----|--------| +| Role-personalized surfaces (CEO vs Operator vs Admin) | Different views per role | Target | +| Timeline views for approvals and commitments | Historical decision tracking | Target | +| Embedded playbooks in UI | Inline guidance for users | Target | + +--- + +## 3. Documentation Remaining + +### Must Now +| Item | Why | Status | +|------|-----|--------| +| Customer onboarding guide | For pilot clients | Partial (deployment guide exists) | +| Admin setup guide | For client IT team | Target | +| Executive quickstart | For CEO first use | Target | + +### Should Next +| Item | Why | Status | +|------|-----|--------| +| Operator guide | Day-to-day operations | Target | +| FAQ (operational) | Common questions | Target | +| Implementation checklist | Pre-deployment verification | Partial | + +### Strategic Later +| Item | Why | Status | +|------|-----|--------| +| Deployment models document | Cloud/on-prem/hybrid options | Target | +| Integration playbooks per connector | WhatsApp, Salesforce, Stripe setup | Partial | +| Incident handbook | Production incident response | Target | + +--- + +## 4. Marketing Remaining + +### Must Now +| Item | Why | Status | +|------|-----|--------| +| One-line positioning | What Dealix is in one sentence | Partial (market-dominance-plan.md) | +| ICP definition | Who to sell to | Done (FIRST_3_CLIENTS_PLAN.md) | +| Why not CRM / RPA / copilot | Competitive differentiation | Done (market-dominance-plan.md) | + +### Should Next +| Item | Why | Status | +|------|-----|--------| +| Homepage copy | Public website | Target | +| Trust/compliance page | Enterprise buyer requirement | Target | +| Saudi/GCC readiness page | Regional differentiation | Target | +| Use-case pages | Sector-specific value | Partial (presentations exist) | + +### Strategic Later +| Item | Why | Status | +|------|-----|--------| +| Industry pages | Vertical GTM | Target | +| Category creation narrative | Thought leadership | Target | +| Analyst positioning pack | For Gartner/Forrester | Target | + +--- + +## 5. Sales Remaining + +### Must Now +| Item | Why | Status | +|------|-----|--------| +| Pilot scope template | For first 3 clients | Done (FIRST_3_CLIENTS_PLAN.md) | +| Demo script | Executive simulation | Done (FIRST_3_CLIENTS_PLAN.md) | +| Pricing sheet | 3-tier pricing | Done (FIRST_3_CLIENTS_PLAN.md) | +| Outreach scripts | WhatsApp/LinkedIn/Email | Done (whatsapp-sequences.json) | +| Objection handling | Common objections + responses | Done (FIRST_3_CLIENTS_PLAN.md) | + +### Should Next +| Item | Why | Status | +|------|-----|--------| +| ROI calculator | Quantified value for prospects | Target | +| Security/compliance brief | For enterprise procurement | Partial | +| Case study template | After first pilot | Done (FIRST_3_CLIENTS_PLAN.md) | + +--- + +## 6. Customer Success Remaining + +### Must Now +| Item | Why | Status | +|------|-----|--------| +| Kickoff checklist | First day with client | Done (LIVE_DEPLOYMENT_GUIDE.md) | +| First 14 days success plan | Pilot monitoring | Done (LIVE_DEPLOYMENT_GUIDE.md) | +| Post-pilot conversion script | Convert to paid | Done (FIRST_3_CLIENTS_PLAN.md) | + +### Should Next +| Item | Why | Status | +|------|-----|--------| +| Weekly adoption review | Ongoing engagement | Partial | +| Monthly ROI review | Value demonstration | Target | +| Support severity model | SLA for client support | Target | + +--- + +## 7. Release Remaining + +### Must Now +| Item | Why | Status | +|------|-----|--------| +| CI backend tests passing | Current blocker | In Progress (pinned deps) | +| Architecture brief in CI | Governance gate | Done (in CI YAML) | +| CODEOWNERS enforced | Protect sensitive paths | Done | + +### Should Next +| Item | Why | Status | +|------|-----|--------| +| Branch protection on main | Prevent direct push | Target (GitHub settings) | +| Required CI checks | Block merge on failure | Target (GitHub settings) | +| Secret scanning | Prevent credential leaks | Target (GitHub settings) | +| Release readiness matrix as PR gate | Block RC without evidence | Target | + +### Strategic Later +| Item | Why | Status | +|------|-----|--------| +| OIDC for cloud access | Eliminate long-lived secrets | Watch | +| Artifact attestations | Build provenance | Watch | +| Canary deployment | Gradual rollout | Target | +| Audit log streaming | Long-term retention | Target | + +--- + +## Priority Summary + +### 🔴 Must Fix Now (blocks launch/sale) +1. CI backend tests passing +2. Runtime enforcement on Class B paths +3. Schema enforcement on approval/evidence outputs +4. Auto-assemble evidence on deal close + +### 🟡 Should Do Next (improves quality/trust) +5. Frontend loading/empty/error states +6. Telemetry + correlation propagation +7. Connector live health probes +8. Saudi compliance live validation +9. Branch protection + required checks + +### 🟢 Strategic Later (expands market/moat) +10. OPA/OpenFGA/Temporal adoption +11. Role-personalized surfaces +12. Industry GTM pages +13. OIDC + artifact attestations +14. Renewal/expansion automation