system-prompts-and-models-of-ai-tools/salesflow-saas/docs/MASTER_REMAINING_SCOPE_MAP.md

Master Remaining Scope Map — Dealix Tier-1 Completion

Status: Active
Updated: 2026-04-17
Rule: Core System = done. Remaining = Productization + Operability + Revenue Enablement.

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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

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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

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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

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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

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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

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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)

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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

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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

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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