diff --git a/.Agent Context/Codebase Analysis v1.1.md b/.Agent Context/Codebase Analysis Docs/Codebase Analysis v1.1.md similarity index 100% rename from .Agent Context/Codebase Analysis v1.1.md rename to .Agent Context/Codebase Analysis Docs/Codebase Analysis v1.1.md diff --git a/.Agent Context/Codebase Analysis Docs/Codebase Analysis v1.2.md b/.Agent Context/Codebase Analysis Docs/Codebase Analysis v1.2.md new file mode 100644 index 00000000..42ccbef1 --- /dev/null +++ b/.Agent Context/Codebase Analysis Docs/Codebase Analysis v1.2.md @@ -0,0 +1,1934 @@ +# Codebase Analysis v1.2.md + +## Table of Contents / Chapters + +### 1. Overview +- Introduction to Project Velocity and its purpose +- Core principles and approach + +### 2. Architectural Mapping +- Overall System Architecture (Mermaid diagram) +- File Dependency Graph (Mermaid diagram) +- Data Flow Architecture (Mermaid diagram) + +### 3. Logic Decomposition +- Authentication & Authorization +- CRM Data Model +- Sentinel Biometric Intelligence +- Oracle Natural Language Intelligence +- Catalyst Marketing Orchestration +- Infrastructure & Deployment + +### 4. Connectivity Matrix +- Component interconnections and data flow +- Interconnection rationale + +### 5. First-Principles Guide +- Core Concept: AI-Augmented Sales Intelligence +- Why Real Estate Specifically? +- Principle 1: Data Sovereignty First +- Principle 2: Real-Time Perception Matters +- Principle 3: Intelligence Through Conversation +- Principle 4: Visual Storytelling Drives Sales +- Principle 5: Revision Control for Business Logic +- Design Philosophy: Production-Ready Craft +- Why This Architecture Succeeds + +### 6. API Endpoints Reference +- Authentication Endpoints +- CRM Endpoints +- Analytics Endpoints +- Oracle AI Intelligence Endpoints + - Oracle Canvas Management (v1) + - Oracle Template Management +- Sentinel Biometric Intelligence Endpoints +- Catalyst Marketing Orchestration Endpoints +- Vault Trackable Links Endpoints +- CCTV Surveillance Integration Endpoints +- Video Scene Mapping Endpoints +- Marketing Videos Endpoints +- Mobile Edge Communication Endpoints +- Inventory Management Endpoints +- Admin Surface Control Endpoints +- CRM Canonical Data Endpoints +- Runtime LLM Endpoints +- Infrastructure Notes + +## Overview + +Project Velocity is an on-prem real estate operating system designed for high-value property sales. It combines a premium WebOS, an iPad field app, a FastAPI neural core, ComfyUI-based media generation, and biometric/sentiment-assisted sales intelligence. The system enables brokers to operate at the speed of AI while preserving control, provenance, and safety for customer and revenue-critical data. + +This analysis provides a comprehensive understanding of the codebase from first principles, applying the Feynman Technique to distill complex implementations into intuitive concepts. + +## Architectural Mapping + +### Overall System Architecture + +```mermaid +graph TB + subgraph "User Interfaces" + WebOS[Velocity WebOS
React + TypeScript] + iPad[iPad App
Swift + MediaPipe] + end + + subgraph "Core Backend" + FastAPI[FastAPI Neural Core
PostgreSQL + JWT Auth] + end + + subgraph "AI Services" + Oracle[The Oracle
Natural Language Intelligence] + Sentinel[The Sentinel
Biometric Perception Engine] + Catalyst[The Catalyst
Marketing Campaign Orchestration] + Comfy[ComfyUI / Dream Weaver
Media Generation] + end + + subgraph "Infrastructure" + AWS[AWS GPU Workers
NVIDIA GPUs] + S3[S3 Asset Store
Models + Media] + Linux[Linux Control Surface
On-prem Deployment] + end + + WebOS --> FastAPI + iPad --> FastAPI + FastAPI --> Oracle + FastAPI --> Sentinel + FastAPI --> Catalyst + Catalyst --> Comfy + Comfy --> AWS + Comfy --> S3 + FastAPI --> Linux + + style FastAPI fill:#e1f5fe + style Oracle fill:#f3e5f5 + style Sentinel fill:#e8f5e8 + style Catalyst fill:#fff3e0 +``` + +### File Dependency Graph + +```mermaid +graph TD + subgraph "Frontend (React/Vite)" + App[App.tsx
Routing & Auth] + Store[useStore.ts
Zustand State] + Components[Components/
Modules & UI] + API[api.ts
HTTP Client] + end + + subgraph "Backend (FastAPI)" + Main[main.py
App Entry] + Routers[routers/
API Endpoints] + Services[services/
Business Logic] + DB[db/
Schema & Pool] + Auth[auth/
JWT & Users] + Oracle[oracle/
AI Intelligence] + end + + subgraph "AI Infrastructure" + Comfy[comfy_engine/
Media Generation] + Models[models/
AI Models] + Prompts[nemoclaw_prompts/
LLM Templates] + end + + subgraph "Deployment" + Infra[infrastructure/
Linux + AWS] + Agents[agents/
Orchestration] + end + + App --> API + API --> Main + Main --> Routers + Routers --> Services + Services --> DB + Services --> Auth + Services --> Oracle + Oracle --> Prompts + Comfy --> Infra + Infra --> Agents + + style Main fill:#e3f2fd + style Oracle fill:#fce4ec +``` + +### Data Flow Architecture + +```mermaid +flowchart LR + User[User Input] --> UI[WebOS/iPad UI] + UI --> API[FastAPI Endpoints] + API --> Auth[JWT Authentication] + API --> Policy[Policy Engine
Authorization] + API --> LLM[Nemoclaw LLM
Reasoning & Planning] + LLM --> Query[SQL Generation
Safe Queries] + Query --> DB[(PostgreSQL
CRM + Intelligence)] + DB --> Results[Query Results] + Results --> Viz[Visualization
Components] + Viz --> Canvas[Oracle Canvas
Persistent Views] + Canvas --> UI + + Sentinel[Sentinel Biometric] --> WS[WebSocket
Real-time] + WS --> Perception[Face Analysis
MediaPipe] + Perception --> QD[QD Scoring
NemoClaw] + QD --> DB + + Catalyst[Catalyst Marketing] --> Comfy[ComfyUI
Media Generation] + Comfy --> S3[S3 Assets] + Comfy --> GPU[AWS GPUs] + + style DB fill:#fff9c4 + style LLM fill:#e8f5e8 + style Comfy fill:#fce4ec +``` + +## Logic Decomposition + +### Authentication & Authorization + +**What:** Secure access control for all system functions +**How:** JWT tokens with role-based permissions (ADMIN, SALES_DIRECTOR, SENIOR_BROKER, JUNIOR_BROKER) +**Why:** Real estate involves sensitive client data; strict access prevents unauthorized sales interference + +**Key Implementation:** +- `backend/auth/dependencies.py`: JWT validation, user extraction, role enforcement +- `main.py`: Login endpoint with password hashing, user profile management +- Role hierarchy prevents junior brokers from approving high-value deals + +### CRM Data Model + +**What:** Canonical client and interaction records +**How:** PostgreSQL schema with leads, contacts, opportunities, interactions +**Why:** Real estate sales require accurate pipeline tracking and relationship history + +**Key Tables:** +- `leads_intelligence`: Core lead data with QD scores and tags +- `omnichannel_logs`: All interactions (calls, emails, visits) with timestamps +- `crm_people/crm_leads`: Structured client relationships and deal stages + +### Sentinel Biometric Intelligence + +**What:** Real-time visitor sentiment analysis for showroom engagement +**How:** Browser webcam + MediaPipe face landmarking → blend shapes → QD scoring +**Why:** Human emotion drives buying decisions; AI detects subtle cues brokers miss + +**Execution Flow:** +1. Browser captures video stream +2. MediaPipe extracts facial landmarks (68 points) +3. Blend shapes calculated (brow furrow, smile intensity, etc.) +4. NemoClaw LLM scores 1-100 QD (Qualification Desire) +5. Real-time dashboard updates for brokers + +**Key Decision:** Browser-side processing preserves privacy (no video leaves client device) + +### Oracle Natural Language Intelligence + +**What:** AI-powered data analysis through conversational queries +**How:** Natural language → SQL planning → visualization components → canvas +**Why:** Brokers shouldn't need SQL knowledge; AI translates business questions to insights + +**Architecture Layers:** +- **Prompt Orchestrator:** Decomposes complex requests into sub-queries +- **Natural DB Agent:** Schema introspection + safe SQL generation +- **Canvas Service:** Persistent visual workspaces with revision history +- **Collaboration:** Fork/merge workflows for team coordination + +**Why Canvas?** Unlike transient chat responses, canvases persist as living documents + +### Catalyst Marketing Orchestration + +**What:** Automated campaign creation and asset generation +**How:** Meta Ads API integration + ComfyUI media workflows +**Why:** Luxury real estate needs high-quality visuals; manual creation is too slow + +**Workflow:** +1. Campaign parameters → Meta API calls +2. Creative assets → ComfyUI (Dream Weaver, Wan 2.2, Qwen poster generation) +3. GPU processing on AWS → S3 storage +4. Performance tracking back to CRM + +### Infrastructure & Deployment + +**What:** Production-ready on-prem + cloud hybrid deployment +**How:** Linux control surface + AWS GPU workers + stable ingress +**Why:** Real estate firms demand data sovereignty; cloud-only solutions unacceptable + +**Key Components:** +- **Ingress:** Caddy on EC2 t4g.micro with TLS termination +- **Backend:** Linux systemd services for FastAPI, ComfyUI, LLM runtime +- **GPU:** AWS managed instances for media generation +- **Assets:** S3 for model storage, NVMe for fast access + +## Connectivity Matrix + +| Component | Inputs | Outputs | Dependencies | Protocols | +|-----------|--------|---------|--------------|-----------| +| WebOS Frontend | User actions, API responses | UI renders, API calls | FastAPI backend | HTTP/WS, JWT | +| iPad App | Camera feeds, user input | Biometric data, inventory scans | FastAPI backend | HTTP/WS | +| FastAPI Core | API requests, WS connections | DB queries, AI responses | PostgreSQL, Redis (future) | SQL, HTTP | +| Oracle Engine | Natural language prompts | Canvas components | NemoClaw LLM, PostgreSQL | Internal API | +| Sentinel Engine | Webcam streams | QD scores, alerts | MediaPipe, NemoClaw | WS real-time | +| Catalyst Engine | Campaign specs | Ad creatives, assets | Meta API, ComfyUI | HTTP, S3 | +| ComfyUI | Generation requests | Images/videos | GPU workers, S3 | Internal queue | +| PostgreSQL | SQL queries | Structured data | - | SQL | +| AWS GPUs | Media jobs | Generated assets | ComfyUI workflows | SSH/tunnel | + +**Interconnection Rationale:** +- **WebOS ↔ Backend:** Thin client architecture; all business logic server-side for security +- **Backend ↔ AI Services:** Modular design; each AI component (Oracle, Sentinel, Catalyst) operates independently but shares auth/policy +- **AI Services ↔ DB:** Direct SQL access with row-level security; no ORM abstraction to maintain performance +- **Infrastructure:** Hybrid on-prem/cloud; sensitive data stays on-prem, compute-intensive tasks use cloud GPUs + +## First-Principles Guide + +### Core Concept: AI-Augmented Sales Intelligence + +At its foundation, Project Velocity operates on the principle that human sales professionals excel at relationship-building and deal-closing, while AI excels at pattern recognition, data synthesis, and repetitive analysis. The system doesn't replace brokers—it amplifies their capabilities by providing real-time insights they couldn't otherwise access. + +**Why Real Estate Specifically?** +- High-value transactions ($M+ deals) with long sales cycles (months) +- Emotional decision-making influenced by subtle cues +- Complex data relationships (properties, buyers, markets, timing) +- Regulatory compliance requirements +- Need for visual storytelling (luxury properties) + +### Principle 1: Data Sovereignty First + +**Fundamental Truth:** Real estate firms own their client relationships. Project Velocity runs on-premise or in tenant-controlled cloud to maintain this ownership. + +**Implementation:** Linux-based deployment with optional AWS GPU extensions. All client data remains within tenant boundaries; only anonymous model requests leave for AI processing. + +### Principle 2: Real-Time Perception Matters + +**Fundamental Truth:** Buying decisions happen in moments of emotional connection. Project Velocity captures these moments through biometric analysis. + +**Implementation:** Sentinel uses facial expression analysis to score "Qualification Desire" (QD) on a 1-100 scale, alerting brokers to engagement spikes during property tours. + +### Principle 3: Intelligence Through Conversation + +**Fundamental Truth:** Sales professionals think in business terms, not database queries. The Oracle translates natural language into structured analytics. + +**Implementation:** Users ask "Show me whale leads from Dubai this quarter" and receive visual dashboards. The system plans safe SQL queries, executes them, and renders results as persistent canvas components. + +### Principle 4: Visual Storytelling Drives Sales + +**Fundamental Truth:** Luxury properties sell through aspiration and emotion. AI-generated media must be photorealistic and brand-consistent. + +**Implementation:** ComfyUI workflows (Dream Weaver, Wan 2.2) create property visualizations. Catalyst orchestrates campaigns with generated assets automatically uploaded to Meta Ads. + +### Principle 5: Revision Control for Business Logic + +**Fundamental Truth:** Sales strategies evolve through collaboration and iteration. Oracle canvases use Git-like branching for analytical workflows. + +**Implementation:** Canvas pages support forks, merge requests, and revision history. Brokers can experiment with analysis approaches without breaking production views. + +### Design Philosophy: Production-Ready Craft + +Project Velocity follows "experienced engineer" principles: +- **Error Handling:** No silent failures; all errors surface useful messages +- **Type Safety:** TypeScript frontend, typed Python backend +- **Performance:** Async everywhere, connection pooling, efficient queries +- **Security:** JWT auth, role-based access, input validation +- **Observability:** Structured logging, health checks, WebSocket monitoring +- **Maintainability:** Clear separation of concerns, comprehensive documentation + +### Why This Architecture Succeeds + +1. **Modular AI Services:** Each intelligence component (Oracle, Sentinel, Catalyst) operates independently, allowing incremental improvement and specialized optimization. + +2. **Hybrid Infrastructure:** Combines on-prem reliability with cloud scalability. Sensitive CRM data stays local; compute-intensive media generation uses managed GPUs. + +3. **Real-Time Integration:** WebSockets enable live updates across all surfaces. Brokers see lead scoring changes instantly, dashboard metrics update in real-time. + +4. **Business Logic in Code:** Revenue-critical workflows (lead qualification, campaign approval, deal closing) are explicit code paths, not AI hallucinations. + +5. **User-Centric Design:** The WebOS feels like a native application, not a bolted-on AI interface. Familiar patterns (canvases, dashboards, forms) reduce training time. + +This architecture transforms real estate sales from intuition-driven processes into data-augmented, AI-accelerated operations while preserving the human elements that drive luxury transactions. + +## API Endpoints Reference + +This section provides a comprehensive catalog of all API endpoints exposed by the Project Velocity backend, organized by functional module. Each endpoint includes the HTTP method, URI path, absolute HTTPS URL, and a brief description of its functionality. This serves as the definitive source of truth for the project's routing and interface architecture. + +### Authentication Endpoints + +| Method | Path | Absolute URL | Description | +|--------|------|--------------|-------------| +| POST | /api/auth/login | https://velocity.desineuron.in/api/auth/login | Authenticate a user with email/password and return JWT token | +| GET | /api/auth/me | https://velocity.desineuron.in/api/auth/me | Get current authenticated user's profile information | +| GET | /api/auth/users | https://velocity.desineuron.in/api/auth/users | List all active users in the system | +| POST | /api/auth/profile/avatar | https://velocity.desineuron.in/api/auth/profile/avatar | Upload and update user's profile avatar image | + +### CRM Endpoints + +| Method | Path | Absolute URL | Description | +|--------|------|--------------|-------------| +| GET | /api/leads | https://velocity.desineuron.in/api/leads | List leads with pagination and filtering | +| GET | /api/leads/{lead_id} | https://velocity.desineuron.in/api/leads/{lead_id} | Get detailed information for a specific lead | +| GET | /api/kanban/board | https://velocity.desineuron.in/api/kanban/board | Retrieve the kanban board view of leads by stage | +| GET | /api/chat-logs | https://velocity.desineuron.in/api/chat-logs | List chat logs for leads with optional lead filtering | +| GET | /api/leads/demographics | https://velocity.desineuron.in/api/leads/demographics | Get demographic analytics for leads (source, qualification) | + +### Analytics Endpoints + +| Method | Path | Absolute URL | Description | +|--------|------|--------------|-------------| +| GET | /api/analytics/sentiment-scatter | https://velocity.desineuron.in/api/analytics/sentiment-scatter | Get scatter plot data for sentiment analysis | + +### Oracle AI Intelligence Endpoints + +| Method | Path | Absolute URL | Description | +|--------|------|--------------|-------------| +| GET | /api/oracle/health | https://velocity.desineuron.in/api/oracle/health | Check Oracle system health and MCP tool availability | +| GET | /api/oracle/data-health | https://velocity.desineuron.in/api/oracle/data-health | Get data health metrics for database tables | +| GET | /api/oracle/schema-catalog | https://velocity.desineuron.in/api/oracle/schema-catalog | Retrieve schema catalog for database introspection | +| POST | /api/oracle/query | https://velocity.desineuron.in/api/oracle/query | Execute natural language query against database | +| GET | /api/oracle/mcp/tools | https://velocity.desineuron.in/api/oracle/mcp/tools | List available MCP tools for execution | +| POST | /api/oracle/mcp/execute | https://velocity.desineuron.in/api/oracle/mcp/execute | Execute an MCP tool with given query | +| POST | /api/oracle/workflow/preview | https://velocity.desineuron.in/api/oracle/workflow/preview | Preview workflow plan for a natural language prompt | + +#### Oracle Canvas Management (v1) + +| Method | Path | Absolute URL | Description | +|--------|------|--------------|-------------| +| POST | /api/oracle/v1/canvas/pages | https://velocity.desineuron.in/api/oracle/v1/canvas/pages | Create a new Oracle canvas page | +| GET | /api/oracle/v1/canvas/pages | https://velocity.desineuron.in/api/oracle/v1/canvas/pages | List user's Oracle canvas pages | +| GET | /api/oracle/v1/canvas/pages/{page_id} | https://velocity.desineuron.in/api/oracle/v1/canvas/pages/{page_id} | Get a specific canvas page | +| PUT | /api/oracle/v1/canvas/pages/{page_id} | https://velocity.desineuron.in/api/oracle/v1/canvas/pages/{page_id} | Update a canvas page | +| DELETE | /api/oracle/v1/canvas/pages/{page_id} | https://velocity.desineuron.in/api/oracle/v1/canvas/pages/{page_id} | Delete a canvas page | +| POST | /api/oracle/v1/canvas/pages/{page_id}/fork | https://velocity.desineuron.in/api/oracle/v1/canvas/pages/{page_id}/fork | Create a fork of a canvas page | +| POST | /api/oracle/v1/canvas/pages/{page_id}/merge | https://velocity.desineuron.in/api/oracle/v1/canvas/pages/{page_id}/merge | Merge changes into a canvas page | +| GET | /api/oracle/v1/canvas/pages/{page_id}/revisions | https://velocity.desineuron.in/api/oracle/v1/canvas/pages/{page_id}/revisions | List revisions for a canvas page | +| POST | /api/oracle/v1/canvas/pages/{page_id}/revisions | https://velocity.desineuron.in/api/oracle/v1/canvas/pages/{page_id}/revisions | Create new revision for a canvas page | +| GET | /api/oracle/v1/canvas/pages/{page_id}/revisions/{revision_id} | https://velocity.desineuron.in/api/oracle/v1/canvas/pages/{page_id}/revisions/{revision_id} | Get specific revision | +| PUT | /api/oracle/v1/canvas/pages/{page_id}/revisions/{revision_id} | https://velocity.desineuron.in/api/oracle/v1/canvas/pages/{page_id}/revisions/{revision_id} | Update a revision | +| DELETE | /api/oracle/v1/canvas/pages/{page_id}/revisions/{revision_id} | https://velocity.desineuron.in/api/oracle/v1/canvas/pages/{page_id}/revisions/{revision_id} | Delete a revision | +| GET | /api/oracle/v1/canvas/pages/{page_id}/revisions/{revision_id}/components | https://velocity.desineuron.in/api/oracle/v1/canvas/pages/{page_id}/revisions/{revision_id}/components | List components in a revision | +| POST | /api/oracle/v1/canvas/pages/{page_id}/revisions/{revision_id}/components | https://velocity.desineuron.in/api/oracle/v1/canvas/pages/{page_id}/revisions/{revision_id}/components | Add component to revision | +| PUT | /api/oracle/v1/canvas/pages/{page_id}/revisions/{revision_id}/components/{component_id} | https://velocity.desineuron.in/api/oracle/v1/canvas/pages/{page_id}/revisions/{revision_id}/components/{component_id} | Update component | +| DELETE | /api/oracle/v1/canvas/pages/{page_id}/revisions/{revision_id}/components/{component_id} | https://velocity.desineuron.in/api/oracle/v1/canvas/pages/{page_id}/revisions/{revision_id}/components/{component_id} | Delete component | + +#### Oracle Template Management + +| Method | Path | Absolute URL | Description | +|--------|------|--------------|-------------| +| GET | /api/oracle/template-chapters | https://velocity.desineuron.in/api/oracle/template-chapters | List Oracle template chapters | +| POST | /api/oracle/template-chapters | https://velocity.desineuron.in/api/oracle/template-chapters | Create new template chapter | +| GET | /api/oracle/template-subchapters | https://velocity.desineuron.in/api/oracle/template-subchapters | List Oracle template subchapters | +| POST | /api/oracle/template-subchapters | https://velocity.desineuron.in/api/oracle/template-subchapters | Create new template subchapter | +| GET | /api/oracle/component-templates | https://velocity.desineuron.in/api/oracle/component-templates | List Oracle component templates | +| POST | /api/oracle/component-templates | https://velocity.desineuron.in/api/oracle/component-templates | Create new component template | +| GET | /api/oracle/component-templates/{template_id} | https://velocity.desineuron.in/api/oracle/component-templates/{template_id} | Get specific component template | +| POST | /api/oracle/component-templates/{template_id}/seed | https://velocity.desineuron.in/api/oracle/component-templates/{template_id}/seed | Add seed example to template | +| GET | /api/oracle/component-templates/{template_id}/seed | https://velocity.desineuron.in/api/oracle/component-templates/{template_id}/seed | List seed examples for template | +| POST | /api/oracle/component-templates/synthetic-jobs | https://velocity.desineuron.in/api/oracle/component-templates/synthetic-jobs | Submit synthetic template generation job | + +### Sentinel Biometric Intelligence Endpoints + +| Method | Path | Absolute URL | Description | +|--------|------|--------------|-------------| +| WebSocket | /api/sentinel/ws/notifications | wss://velocity.desineuron.in/api/sentinel/ws/notifications | Real-time notifications WebSocket | +| WebSocket | /api/sentinel/ws/perception | wss://velocity.desineuron.in/api/sentinel/ws/perception | Biometric perception data WebSocket | +| POST | /api/sentinel/consent | https://velocity.desineuron.in/api/sentinel/consent | Record biometric consent for lead | +| POST | /api/sentinel/session/complete | https://velocity.desineuron.in/api/sentinel/session/complete | Close a perception session and finalize QD score | +| POST | /api/sentinel/tag-lead | https://velocity.desineuron.in/api/sentinel/tag-lead | Apply NemoClaw lead tagging to CRM lead | +| GET | /api/sentinel/qd-score/{lead_id} | https://velocity.desineuron.in/api/sentinel/qd-score/{lead_id} | Get current QD score for a lead | + +### Catalyst Marketing Orchestration Endpoints + +| Method | Path | Absolute URL | Description | +|--------|------|--------------|-------------| +| POST | /api/catalyst/campaigns/create | https://velocity.desineuron.in/api/catalyst/campaigns/create | Bulk create Meta ad campaigns | +| POST | /api/catalyst/creative/sync | https://velocity.desineuron.in/api/catalyst/creative/sync | Upload ComfyUI assets to Meta | +| GET | /api/catalyst/insights/realtime | https://velocity.desineuron.in/api/catalyst/insights/realtime | Poll Meta Ads Insights API | +| POST | /api/catalyst/audiences/lookalike | https://velocity.desineuron.in/api/catalyst/audiences/lookalike | Push CRM leads to Meta Custom Audience | +| POST | /api/catalyst/auth/meta | https://velocity.desineuron.in/api/catalyst/auth/meta | OAuth token acquisition for Meta | + +### Vault Trackable Links Endpoints + +| Method | Path | Absolute URL | Description | +|--------|------|--------------|-------------| +| POST | /api/vault/generate-link | https://velocity.desineuron.in/api/vault/generate-link | Generate trackable URL for shared asset | +| GET | /vault/{tracking_hash} | https://velocity.desineuron.in/vault/{tracking_hash} | Public access to trackable vault link (no auth required) | + +### CCTV Surveillance Integration Endpoints + +| Method | Path | Absolute URL | Description | +|--------|------|--------------|-------------| +| POST | /api/cctv/event | https://velocity.desineuron.in/api/cctv/event | Ingest CCTV frame event from RTSP/ONVIF bridge | +| POST | /api/cctv/finalize-auto-mode | https://velocity.desineuron.in/api/cctv/finalize-auto-mode | Match or create lead after auto-mode session | + +### Video Scene Mapping Endpoints + +| Method | Path | Absolute URL | Description | +|--------|------|--------------|-------------| +| POST | /api/scenes/upload | https://velocity.desineuron.in/api/scenes/upload | Upload CSV scene map for marketing video | +| GET | /api/scenes/{video_asset_id} | https://velocity.desineuron.in/api/scenes/{video_asset_id} | Get scene map for specific video asset | + +### Marketing Videos Endpoints + +| Method | Path | Absolute URL | Description | +|--------|------|--------------|-------------| +| GET | /api/videos/marketing | https://velocity.desineuron.in/api/videos/marketing | List marketing videos available for Sentinel sessions | + +### Mobile Edge Communication Endpoints + +| Method | Path | Absolute URL | Description | +|--------|------|--------------|-------------| +| GET | /api/mobile-edge/events | https://velocity.desineuron.in/api/mobile-edge/events | List communication events for a lead | +| POST | /api/mobile-edge/events | https://velocity.desineuron.in/api/mobile-edge/events | Log new communication event | +| GET | /api/mobile-edge/memory | https://velocity.desineuron.in/api/mobile-edge/memory | List memory facts for a lead | +| POST | /api/mobile-edge/imports | https://velocity.desineuron.in/api/mobile-edge/imports | Operator-assisted import of recording/note | +| POST | /api/mobile-edge/notes | https://velocity.desineuron.in/api/mobile-edge/notes | Quick note attachment to lead | +| GET | /api/mobile-edge/calendar | https://velocity.desineuron.in/api/mobile-edge/calendar | Calendar events for authenticated user | +| POST | /api/mobile-edge/calendar | https://velocity.desineuron.in/api/mobile-edge/calendar | Create calendar event | +| PATCH | /api/mobile-edge/calendar/{calendar_event_id} | https://velocity.desineuron.in/api/mobile-edge/calendar/{calendar_event_id} | Update calendar event | +| DELETE | /api/mobile-edge/calendar/{calendar_event_id} | https://velocity.desineuron.in/api/mobile-edge/calendar/{calendar_event_id} | Cancel calendar event | +| GET | /api/mobile-edge/transcripts/{event_id} | https://velocity.desineuron.in/api/mobile-edge/transcripts/{event_id} | Transcript segments for event | +| GET | /api/mobile-edge/insights/{lead_id} | https://velocity.desineuron.in/api/mobile-edge/insights/{lead_id} | Insight recommendations for lead | +| POST | /api/mobile-edge/insights/{recommendation_id}/act | https://velocity.desineuron.in/api/mobile-edge/insights/{recommendation_id}/act | Act on or dismiss insight | +| GET | /api/mobile-edge/alerts | https://velocity.desineuron.in/api/mobile-edge/alerts | Active alerts for authenticated user | +| POST | /api/mobile-edge/session | https://velocity.desineuron.in/api/mobile-edge/session | Register surface session heartbeat | + +### Inventory Management Endpoints + +| Method | Path | Absolute URL | Description | +|--------|------|--------------|-------------| +| POST | /api/inventory/import-batches | https://velocity.desineuron.in/api/inventory/import-batches | Create inventory import batch | +| GET | /api/inventory/import-batches | https://velocity.desineuron.in/api/inventory/import-batches | List import batches | +| GET | /api/inventory/import-batches/{batch_id} | https://velocity.desineuron.in/api/inventory/import-batches/{batch_id} | Get batch status | +| POST | /api/inventory/properties | https://velocity.desineuron.in/api/inventory/properties | Create single property | +| GET | /api/inventory/properties | https://velocity.desineuron.in/api/inventory/properties | List inventory properties | +| GET | /api/inventory/properties/{property_id} | https://velocity.desineuron.in/api/inventory/properties/{property_id} | Get property details | +| PATCH | /api/inventory/properties/{property_id} | https://velocity.desineuron.in/api/inventory/properties/{property_id} | Update property | +| DELETE | /api/inventory/properties/{property_id} | https://velocity.desineuron.in/api/inventory/properties/{property_id} | Archive property | +| POST | /api/inventory/properties/{property_id}/media | https://velocity.desineuron.in/api/inventory/properties/{property_id}/media | Attach media to property | +| GET | /api/inventory/properties/{property_id}/media | https://velocity.desineuron.in/api/inventory/properties/{property_id}/media | List media for property | +| DELETE | /api/inventory/media/{media_asset_id} | https://velocity.desineuron.in/api/inventory/media/{media_asset_id} | Remove media asset | + +### Admin Surface Control Endpoints + +| Method | Path | Absolute URL | Description | +|--------|------|--------------|-------------| +| GET | /api/admin-surface/health | https://velocity.desineuron.in/api/admin-surface/health | System health overview | +| GET | /api/admin-surface/queues | https://velocity.desineuron.in/api/admin-surface/queues | Queue depth snapshot | +| GET | /api/admin-surface/installs | https://velocity.desineuron.in/api/admin-surface/installs | Surface session/install overview | +| POST | /api/admin-surface/actions | https://velocity.desineuron.in/api/admin-surface/actions | Submit admin action | +| GET | /api/admin-surface/actions | https://velocity.desineuron.in/api/admin-surface/actions | List admin action history | +| GET | /api/admin-surface/actions/{action_event_id} | https://velocity.desineuron.in/api/admin-surface/actions/{action_event_id} | Get specific admin action | +| GET | /api/admin-surface/logs | https://velocity.desineuron.in/api/admin-surface/logs | Recent Oracle audit event log | +| GET | /api/admin-surface/templates | https://velocity.desineuron.in/api/admin-surface/templates | Template catalog admin view | +| POST | /api/admin-surface/templates/{template_id}/publish | https://velocity.desineuron.in/api/admin-surface/templates/{template_id}/publish | Publish template | +| POST | /api/admin-surface/templates/{template_id}/archive | https://velocity.desineuron.in/api/admin-surface/templates/{template_id}/archive | Archive template | +| GET | /api/admin-surface/template-chapters | https://velocity.desineuron.in/api/admin-surface/template-chapters | List template chapters (admin) | +| GET | /api/admin-surface/synthetic-jobs | https://velocity.desineuron.in/api/admin-surface/synthetic-jobs | List synthetic generation jobs | +| POST | /api/admin-surface/synthetic-jobs/{job_id}/cancel | https://velocity.desineuron.in/api/admin-surface/synthetic-jobs/{job_id}/cancel | Cancel synthetic job | + +### CRM Canonical Data Endpoints + +| Method | Path | Absolute URL | Description | +|--------|------|--------------|-------------| +| POST | /api/crm/imports | https://velocity.desineuron.in/api/crm/imports | Upload CSV batch for import | +| GET | /api/crm/imports | https://velocity.desineuron.in/api/crm/imports | List import batches | +| GET | /api/crm/imports/{batch_id} | https://velocity.desineuron.in/api/crm/imports/{batch_id} | Get batch detail and proposals | +| PUT | /api/crm/imports/{batch_id}/review-proposal | https://velocity.desineuron.in/api/crm/imports/{batch_id}/review-proposal | Review import proposal | +| POST | /api/crm/imports/{batch_id}/commit | https://velocity.desineuron.in/api/crm/imports/{batch_id}/commit | Commit approved proposals | +| GET | /api/crm/contacts | https://velocity.desineuron.in/api/crm/contacts | Canonical contact list with QD summary | +| POST | /api/crm/contacts | https://velocity.desineuron.in/api/crm/contacts | Create new contact | +| GET | /api/crm/contacts/{person_id} | https://velocity.desineuron.in/api/crm/contacts/{person_id} | Canonical contact detail | +| GET | /api/crm/client-360/{person_id} | https://velocity.desineuron.in/api/crm/client-360/{person_id} | Client 360 aggregated snapshot | +| GET | /api/crm/opportunities | https://velocity.desineuron.in/api/crm/opportunities | Opportunity pipeline list | +| GET | /api/crm/tasks | https://velocity.desineuron.in/api/crm/tasks | Reminder/task list | +| POST | /api/crm/tasks | https://velocity.desineuron.in/api/crm/tasks | Create new task | +| GET | /api/crm/kanban | https://velocity.desineuron.in/api/crm/kanban | Kanban board (canonical leads) | +| GET | /api/crm/qd/{person_id} | https://velocity.desineuron.in/api/crm/qd/{person_id} | QD score history for person | +| GET | /api/crm/client-data | https://velocity.desineuron.in/api/crm/client-data | List client data records | +| GET | /api/crm/client-data/{person_id} | https://velocity.desineuron.in/api/crm/client-data/{person_id} | Get client data for person | +| PATCH | /api/crm/client-data/{person_id} | https://velocity.desineuron.in/api/crm/client-data/{person_id} | Update client data | +| GET | /api/crm/client-data/{person_id}/timeline | https://velocity.desineuron.in/api/crm/client-data/{person_id}/timeline | Client data timeline | +| POST | /api/crm/client-data/{person_id}/tasks | https://velocity.desineuron.in/api/crm/client-data/{person_id}/tasks | Create task for client | + +### Runtime LLM Endpoints + +| Method | Path | Absolute URL | Description | +|---|---|---|---| +| GET | /api/runtime/llm/providers | https://velocity.desineuron.in/api/runtime/llm/providers | List configured LLM providers and models | +| POST | /api/runtime/llm/chat | https://velocity.desineuron.in/api/runtime/llm/chat | Execute single LLM chat completion | +| POST | /api/runtime/llm/batch | https://velocity.desineuron.in/api/runtime/llm/batch | Submit persisted LLM batch job | +| GET | /api/runtime/llm/jobs/{job_id} | https://velocity.desineuron.in/api/runtime/llm/jobs/{job_id} | Get batch job status | +| GET | /api/runtime/llm/jobs/{job_id}/results | https://velocity.desineuron.in/api/runtime/llm/jobs/{job_id}/results | Get batch job results | + +### Infrastructure Notes + +- **Caddy Reverse Proxy**: All endpoints are served through Caddy on port 443, proxying to FastAPI on localhost:8443 with TLS termination +- **Authentication**: JWT-based auth required for most endpoints (except public vault links) +- **WebSockets**: Real-time features use WebSocket connections for live updates +- **Role-Based Access**: Endpoints enforce role permissions (SENIOR_BROKER, ADMIN, etc.) +- **Tenant Isolation**: Multi-tenant architecture with tenant_id scoping +- **Audit Logging**: All mutations create immutable audit records +- **Health Checks**: System provides comprehensive health and queue monitoring endpoints + +--- + +# v1.2 Audit Addendum: Definitive Source Of Truth + +Date: 2026-04-29 +Purpose: Convert the existing broad analysis into a practical onboarding map for technical and non-technical stakeholders. +Method: The audit below was derived from the current repository structure and key implementation files, including `README.md`, `backend/main.py`, `app/src/App.tsx`, backend route modules, Oracle services, CRM schemas, Comms schema, synthetic CRM assets, Comfy/Dream Weaver gateway code, and ingress infrastructure files. + +## 1. Executive Summary In Plain English + +Project Velocity is a private real-estate operating system. It is not just a CRM, not just a dashboard, and not just an AI demo. It is a coordinated system for turning real estate sales activity into structured intelligence. + +The product answers one practical question: + +> How can a real-estate team know which clients matter, what they want, when to act, and how to produce persuasive sales/marketing material quickly? + +The system does this by combining five layers: + +| Layer | Plain-English Role | Code Area | +| --- | --- | --- | +| WebOS frontend | The cockpit used by the team | `app/` | +| FastAPI backend | The traffic controller and business brain | `backend/` | +| PostgreSQL database | The memory of clients, properties, actions, and intelligence | `backend/db/*.sql`, runtime DB | +| AI/runtime services | The reasoning and generation layer | `backend/oracle/`, `backend/services/runtime_llm_service.py`, `comfy_engine/`, `dw_gateway_v2_min.py` | +| Infrastructure | The public routing, deployment, GPU workers, and recovery machinery | `infrastructure/desineuron_ingress/` | + +For a non-technical reader, think of Velocity as a hotel concierge system for luxury real estate: + +- The CRM remembers every guest, preference, conversation, objection, and next step. +- The Oracle lets managers ask questions in normal language. +- The Sentinel observes engagement signals during showroom experiences. +- The Catalyst produces campaign and staging assets. +- The Comms surface centralizes WhatsApp-like communication. +- The backend keeps all of this tied to the same client record. + +For a technical reader, Velocity is: + +- React 19 + Vite + TypeScript frontend. +- FastAPI backend with JWT auth, asyncpg/PostgreSQL, modular routers, WebSockets, and service layers. +- Canonical CRM/intelligence schema with synthetic CRM v2 seed assets. +- Oracle canvas system with natural DB query planning, visualization planning, revision history, share/fork, and client data lens. +- SGLang/OpenAI-compatible LLM runtime for coding/Oracle/NemoClaw workflows. +- ComfyUI/Dream Weaver image generation routed through Linux-origin and AWS GPU workers. +- Ingress-managed public routes under `velocity.desineuron.in`, `llm.desineuron.in`, and related Desineuron hostnames. + +## 2. First Principles: What Problem Is This Solving? + +### 2.1 Real Estate Sales Are Not Linear + +A normal software CRM treats sales like a spreadsheet: + +1. A lead enters. +2. Someone calls them. +3. The lead moves through stages. +4. Eventually the deal closes or dies. + +Luxury real estate is messier: + +- Multiple family members influence one purchase. +- WhatsApp is often more important than formal email. +- A client may show intent through a call, a site visit, a budget comment, a QD spike, or a property preference. +- The sales team needs to know not only "who is in the pipeline" but "who is emotionally and financially ready right now." +- Visual presentation matters because property is sold through imagination before it is sold through paperwork. + +Velocity exists because a spreadsheet cannot hold that whole story. + +### 2.2 The Core Data Truth + +Velocity's most important asset is not the UI. It is the connected graph of: + +- people +- leads +- properties +- opportunities +- property interests +- messages +- calls +- emails +- visits +- reminders +- QD scores +- extracted facts +- next-best actions +- generated canvases +- generated media + +The UI is valuable only because it exposes this graph in usable form. + +### 2.3 Why AI Is Used + +AI is used for three jobs: + +1. **Reasoning over data** + - Example: "Which clients are interested in Atri Surya Toron but have low QD scores?" + - The Oracle should translate the question into database access and return a visual answer. + +2. **Perception and scoring** + - Example: Sentinel interprets showroom engagement signals and turns them into QD-related intelligence. + +3. **Media generation** + - Example: Dream Weaver transforms a real room photograph into a staged interior render. + +AI is not the product by itself. AI is the engine that helps the real-estate workflow move faster. + +## 3. Current Repository Map + +This is the practical map a new developer should use first. + +| Path | Meaning | Notes | +| --- | --- | --- | +| `app/` | React WebOS frontend | Main operator interface. Uses Vite, React Router, Zustand, Tailwind, Framer Motion. | +| `app/src/App.tsx` | Frontend route shell | Defines module routes: Dashboard, Oracle, Sentinel, Inventory, Catalyst, CRM, Comms, Settings, Admin. | +| `app/src/components/layout/Sidebar.tsx` | WebOS navigation | Renders module icons and route links. | +| `app/src/components/modules/` | Main frontend module pages | Each major WebOS tab lives here or delegates into `app/src/app/*`. | +| `app/src/app/oracle/page.tsx` | Oracle WebOS page | Canvas, chat sessions, search, client data subtab, prompt bar, share/history controls. | +| `app/src/oracle/` | Oracle frontend components and API client | Canvas renderers, Client Data Lens, modals, hooks, and API calls. | +| `backend/main.py` | FastAPI entrypoint | Loads env, creates DB pool, applies migrations, mounts routers and WebSockets. | +| `backend/api/` | API router modules | Catalyst, CRM, Comms, Inventory, Oracle helper routes, admin, runtime LLM, etc. | +| `backend/routers/` | Legacy/specialized routers | Sentinel, CCTV, scenes, videos, vault. | +| `backend/auth/` | Login and JWT auth | User directory, `users_and_roles`, auth dependencies. | +| `backend/db/` | SQL schemas | Canonical CRM, comms, base schema, addenda. | +| `backend/oracle/` | Oracle backend brain | Natural DB agent, prompt orchestrator, canvas service, visualization planner, semantic catalog, plan verifier. | +| `backend/services/` | Shared service abstractions | Runtime LLM, NemoClaw, communications providers, ad network services. | +| `backend/scripts/seed_synthetic_crm.py` | Synthetic CRM loader | Defaults to `synthetic_crm_v2` when available. | +| `db assets/` | Seed data and inventory assets | Synthetic CRM v1/v2 CSV and JSON packs plus inventory files. | +| `comfy_engine/` | ComfyUI workflows and scripts | Dream Weaver, prompt expansion, queue/gateway helpers, media workflows. | +| `dw_gateway_v2_min.py` | Minimal Dream Weaver gateway | Public backend-facing async gateway that routes image generation jobs to Comfy workers. | +| `infrastructure/desineuron_ingress/` | Deployment and routing ops | Nginx/Caddy configs, route sync scripts, GPU worker pool services, SGLang scripts, watchdogs. | +| `iOS/` | Native iPad surface | Field app code and mobile experience work. | +| `android-edge-phone/`, `android-tablet/` | Android/mobile surfaces | Edge/mobile experiments and companion surfaces. | +| `.Agent Context/` | Working truth books and project docs | Planning, handoffs, runtime truth, testing reports. | + +## 4. Runtime Architecture: The Mental Model + +The easiest way to understand Velocity is to imagine three machines with three jobs. + +### 4.1 Public Ingress + +Ingress is the public front door. It terminates TLS and routes traffic. + +Current relevant files: + +- `infrastructure/desineuron_ingress/velocity.desineuron.in.nginx.conf` +- `infrastructure/desineuron_ingress/Caddyfile` +- `infrastructure/desineuron_ingress/api.desineuron.in.nginx.conf` +- route sync scripts under `infrastructure/desineuron_ingress/` + +Responsibilities: + +- Serve the WebOS static frontend. +- Proxy `/api/*` to the FastAPI backend. +- Proxy `/dream-weaver/*` to the Dream Weaver gateway. +- Proxy `/llm/*` or `llm.desineuron.in` to the LLM runtime path. +- Keep public routes stable even if backend/GPU private IPs change. + +Analogy: Ingress is the receptionist. It does not do the work. It sends visitors to the right department. + +### 4.2 Linux-Origin / Backend Box + +Linux-origin is the control plane and main application backend. + +Responsibilities: + +- Run FastAPI backend. +- Serve or coordinate WebOS deployment. +- Own route-sync and orchestration scripts. +- Hold operational service files. +- Proxy/tunnel to GPU workers when direct routing is not appropriate. +- Run Dream Weaver gateway if configured there. + +Analogy: Linux-origin is the operations manager. It coordinates the business, but it should not carry every heavy GPU workload. + +### 4.3 GPU Box + +The GPU box is the inference/media plane. + +Responsibilities: + +- Run SGLang for LLM inference when in LLM mode. +- Run ComfyUI workers for Dream Weaver when in media-generation mode. +- Keep models/checkpoints on NVMe. +- Avoid root disk model storage. + +Analogy: The GPU box is the workshop. It does the heavy manufacturing. + +## 5. Frontend Architecture + +### 5.1 Main Frontend Stack + +From `app/package.json`: + +- React `19` +- Vite +- TypeScript +- React Router `7` +- Zustand +- Tailwind CSS +- Framer Motion +- Recharts +- MediaPipe Tasks Vision +- React Three Fiber / Drei +- Radix UI components + +### 5.2 Route Shell + +File: + +- `app/src/App.tsx` + +This file is the frontend root for the authenticated WebOS. + +It defines `MODULE_ROUTES`: + +| Module ID | Path | Title | Component | +| --- | --- | --- | --- | +| `dashboard` | `/dashboard` | Dashboard | `Dashboard` | +| `oracle` | `/oracle` | The Oracle | `Oracle` | +| `sentinel` | `/sentinel` | The Sentinel | `Sentinel` | +| `inventory` | `/inventory` | Inventory | `Inventory` | +| `catalyst` | `/catalyst` | The Catalyst | `Catalyst` | +| `crm` | `/crm` | CRM | `CRM` | +| `comms` | `/comms` | Conversations | `Comms` | +| `settings` | `/settings` | Settings | `Settings` | +| `admin` | `/admin` | Admin | `AdminPage` | + +Important implementation detail: + +- `RouteModuleSync` maps `location.pathname` into Zustand `activeModule`. +- `Sidebar` uses `NavLink` from React Router. +- The route-rendering region is keyed by `location.pathname`. +- Route rendering must remain synchronous. Heavy modules such as Oracle have async state, search overlays, history modals, and portals; route-level wait animations can leave stale Oracle content visible after navigation. + +### 5.3 State Management + +File: + +- `app/src/store/useStore.ts` + +The frontend uses Zustand for: + +- auth state +- active module +- sidebar expansion +- Oracle legacy message state +- Sentinel visitor state +- dashboard metrics +- inventory state +- system status +- notifications + +Only selected values are persisted in browser storage: + +- `user` +- `activeModule` + +Practical implication: + +- A stale `activeModule` can affect labels or sidebar state, but the URL should be the real source of navigation truth. + +### 5.4 Module Surfaces + +| Module | Primary File | Purpose | +| --- | --- | --- | +| Dashboard | `app/src/components/modules/Dashboard.tsx` | Executive overview and system snapshot. | +| Oracle | `app/src/components/modules/Oracle.tsx` -> `app/src/app/oracle/page.tsx` | Natural DB canvas and CRM client lens. | +| Sentinel | `app/src/components/modules/Sentinel.tsx` | Live perception, biometric sessions, QD-oriented showroom intelligence. | +| Inventory | `app/src/components/modules/Inventory.tsx` | Property/project/unit browsing and media. | +| Catalyst | `app/src/components/modules/Catalyst.tsx` | Marketing and Dream Weaver surfaces. | +| Dream Weaver | `app/src/components/modules/CatalystDreamWeaverTab.tsx` | Image upload, room type, prompt keywords, async generated staging result. | +| CRM | `app/src/components/modules/CRM.tsx` | Canonical CRM operational surface. | +| Comms | `app/src/components/modules/Comms.tsx` | WhatsApp/conversation style messaging surface. | +| Settings | `app/src/components/modules/Settings.tsx` | Operator settings, integrations, configuration. | + +## 6. Backend Architecture + +### 6.1 Backend Entry Point + +File: + +- `backend/main.py` + +Startup flow: + +1. Load environment variables from: + - explicit `VELOCITY_ENV_FILE` + - `backend/.env` + - repo `.env` + - default dotenv behavior +2. Create asyncpg DB pool. +3. Apply migrations through `backend.migrations.runner.apply_migrations`. +4. Ensure user directory schema exists. +5. Mount routers. +6. Register WebSocket managers. +7. Serve `/health`. + +Important backend routes are mounted in `backend/main.py`, not scattered through a framework convention. When onboarding, this file is the fastest way to see the backend surface area. + +### 6.2 Router Mounts + +| Router File | Prefix | Responsibility | +| --- | --- | --- | +| `backend/api/routes_catalyst.py` | `/api/catalyst` | Campaigns, creative sync, ad insights, budget/bid changes, audience sync. | +| `backend/api/routes_crm.py` | `/api`, `/api/analytics` | Legacy CRM and analytics routes. | +| `backend/api/routes_oracle.py` | `/api/oracle` | Oracle health, schema catalog, natural query, MCP/tools, actions. | +| `backend/oracle/router_v1.py` | `/api/oracle/v1` | Oracle canvas pages, prompts, forks, rollback, revisions, templates, merge requests, websocket. | +| `backend/api/routes_oracle_templates.py` | `/api/oracle` | Template chapters, subchapters, component templates, synthetic jobs. | +| `backend/routers/sentinel.py` | `/api/sentinel` | Sentinel websockets, consent, perception sessions, QD, lead tagging. | +| `backend/routers/cctv.py` | `/api/cctv` | CCTV event ingestion and auto-mode matching. | +| `backend/routers/scenes.py` | `/api/scenes` | Video scene map upload/list. | +| `backend/routers/videos.py` | `/api/videos` | Marketing video listing. | +| `backend/routers/vault.py` | `/api/vault` and `/vault` | Trackable asset links. | +| `backend/api/routes_mobile_edge.py` | `/api/mobile-edge` | iPad/mobile event, memory, calendar, import, transcripts, alerts, session heartbeat. | +| `backend/api/routes_inventory.py` | `/api/inventory` | Inventory import, property CRUD, property media. | +| `backend/api/routes_admin_surface.py` | `/api/admin-surface` | Admin health, queues, installs, actions, logs, template admin. | +| `backend/api/routes_observability.py` | `/api` | Request metrics. | +| `backend/api/routes_crm_imports.py` | `/api` | Canonical CRM contacts, client 360, opportunities, tasks, kanban, QD, client-data lens. | +| `backend/api/routes_comms.py` | `/api/comms` | Conversations, messages, provider settings, webhooks, transcription placeholder. | +| `backend/api/routes_runtime_llm.py` | `/api/runtime/llm` | Runtime LLM providers, chat, batch jobs. | +| `backend/auth/routes.py` | direct `/api/auth/*` | Login, current user, users, avatar upload. | + +### 6.3 Authentication + +Key files: + +- `backend/auth/routes.py` +- `backend/auth/dependencies.py` +- `backend/auth/service.py` +- `backend/auth/user_directory.py` + +Authentication is JWT-based. + +Plain-English flow: + +1. User enters email/password. +2. `/api/auth/login` checks `users_and_roles`. +3. Backend returns token. +4. Frontend stores token. +5. Future API calls send token. +6. Backend converts token into `UserPrincipal`. +7. Route handlers use `Depends(get_current_user)` when they need identity. + +Important user-facing APIs: + +- `POST /api/auth/login` +- `GET /api/auth/me` +- `GET /api/auth/users` +- `POST /api/auth/profile/avatar` + +### 6.4 Static Assets + +`backend/main.py` mounts `/assets` when `VELOCITY_ASSET_DIR` exists. + +Default: + +- `/opt/dlami/nvme/assets` + +This matters for: + +- profile avatars +- generated media +- vault assets +- communications media + +## 7. Database And Data Model + +### 7.1 The Database Is The Product Memory + +Velocity's database is divided into domains: + +| Domain | Prefix | Meaning | +| --- | --- | --- | +| CRM identity and pipeline | `crm_*` | People, accounts, leads, opportunities, interests, relationships, stage history. | +| Intelligence and interactions | `intel_*` | Messages, calls, visits, QD scores, transcripts, perception events, extracted facts. | +| Inventory | `inventory_*` | Projects and units. | +| Workflow | `workflow_*` | Actions, approvals, writebacks. | +| Oracle canvas | `oracle_*` | Canvas pages, revisions, components, templates, collaboration. | +| Comms | `comms_*` | Threads, messages, call logs, provider settings. | +| Legacy feeders | mixed | Older `leads`, `leads_intelligence`, `chat_logs`, `omnichannel_logs`, etc. | + +### 7.2 Canonical CRM Schema + +Primary schema file: + +- `backend/db/schema_crm_canonical.sql` + +Core tables include: + +| Table | Meaning | +| --- | --- | +| `crm_people` | A person/contact. This is the anchor for client identity. | +| `crm_accounts` | Company, employer, broker, developer, referral partner, family account. | +| `crm_households` | Family/co-buyer grouping. | +| `crm_relationships` | Person-to-person relationship graph. | +| `crm_leads` | Sales funnel state for a person. | +| `crm_opportunities` | Deal pipeline object linked to lead/project/unit. | +| `crm_property_interests` | Which properties/projects/configurations a person has interest in. | +| `crm_stage_history` | Movement through stages over time. | +| `inventory_projects` | Real-estate projects. | +| `inventory_units` | Units/flats/inventory linked to projects. | +| `intel_interactions` | Unified interaction timeline events. | +| `intel_messages` | Message-level communication data. | +| `intel_calls` | Call metadata. | +| `intel_transcripts` | Call/transcript text. | +| `intel_emails` | Email interaction data. | +| `intel_visits` | Site visit data. | +| `intel_reminders` | Follow-up tasks/reminders. | +| `intel_qd_scores` | QD/intent/scoring events. | +| `intel_qd_timeseries` | QD score evolution. | +| `intel_extracted_facts` | Extracted facts like budget, objection, timeline, preference. | +| `intel_call_objections` | Objections raised during calls. | +| `read_last_contacted` | Read-model accelerator for last-contacted queries. | +| `read_next_best_action` | Read-model accelerator for next-action prompts. | + +### 7.3 Synthetic CRM Dataset + +Current default seed source: + +- `db assets/synthetic_crm_v2/csv` + +Legacy fallback: + +- `db assets/synthetic_crm_v1/csv` + +Loader: + +- `backend/scripts/seed_synthetic_crm.py` + +The loader defaults to v2 if present: + +```python +_V2_CSV_DIR = REPO_ROOT / "db assets" / "synthetic_crm_v2" / "csv" +_V1_CSV_DIR = REPO_ROOT / "db assets" / "synthetic_crm_v1" / "csv" +CSV_DIR = _V2_CSV_DIR if _V2_CSV_DIR.exists() else _V1_CSV_DIR +``` + +Why this matters: + +- Oracle and Client Data Lens are only as useful as the data loaded into the live DB. +- If the frontend shows "No data available", the first question is not "is the UI broken?" but "did the relevant DB table return rows?" +- The v2 pack is richer and includes read models and extracted intelligence that v1 did not fully cover. + +### 7.4 Comms Schema + +Primary schema file: + +- `backend/db/schema_comms.sql` + +Important tables: + +| Table | Meaning | +| --- | --- | +| `comms_threads` | A WhatsApp/text conversation thread, optionally linked to `crm_people`. | +| `comms_messages` | Individual inbound/outbound/system messages. | +| `comms_call_logs` | Call records, recordings, transcript references. | +| `comms_settings` | Provider configuration for mock/WAHA/Evolution. | + +Plain-English model: + +- A phone number creates or maps to a thread. +- A thread can be linked to a CRM person. +- Messages and calls become part of the client story. +- Inbound provider webhooks can create CRM interactions when enabled. + +## 8. Oracle: The Most Important Conceptual Module + +### 8.1 What Oracle Is + +Oracle is a canvas-based intelligence workspace. + +It is not just a chatbot. + +A chatbot produces text and forgets. Oracle produces persistent business artifacts: + +- components +- tables +- charts +- timelines +- client summaries +- revision history +- share/fork flows +- merge review flows + +### 8.2 Current Oracle Frontend + +Important files: + +- `app/src/app/oracle/page.tsx` +- `app/src/oracle/hooks/useOraclePage.ts` +- `app/src/oracle/hooks/useOracleExecution.ts` +- `app/src/oracle/lib/oracleApiClient.ts` +- `app/src/oracle/components/CanvasViewport.tsx` +- `app/src/oracle/components/ComponentRegistry.tsx` +- `app/src/oracle/components/ClientDataLens.tsx` +- `app/src/oracle/components/ShareModal.tsx` +- `app/src/oracle/components/RollbackConfirmModal.tsx` +- `app/src/oracle/components/renderers/*` + +Current Oracle UI structure: + +- Oracle Canvas subtab: + - chat/canvas sidebar + - New Chat + - Search + - recent canvas sessions + - canvas viewport + - prompt input + - history/rail + - share and rollback controls + +- Client Data subtab: + - client list + - selected client record + - editable details + - property interests + - engagement intelligence + - extracted facts + - timeline-style CRM lens + +### 8.3 Current Oracle Backend + +Important files: + +- `backend/oracle/router_v1.py` +- `backend/oracle/prompt_orchestrator.py` +- `backend/oracle/natural_db_agent.py` +- `backend/oracle/semantic_catalog.py` +- `backend/oracle/plan_verifier.py` +- `backend/oracle/visualization_planner.py` +- `backend/oracle/canvas_service.py` +- `backend/oracle/collaboration_service.py` +- `backend/oracle/codebook_service.py` +- `backend/oracle/data_access_gateway.py` + +### 8.4 Oracle Prompt Flow + +Plain-English flow: + +1. User enters a prompt in Oracle. +2. Frontend sends it to: + - `POST /api/oracle/v1/canvas-pages/{page_id}/prompts` +3. Backend builds execution context. +4. Natural DB agent inspects schema/semantic catalog. +5. LLM/runtime service plans SQL. +6. Plan verifier checks the query. +7. SQL executes against the configured DB. +8. Result rows are analyzed. +9. Visualization planner selects component type. +10. Canvas service persists component plus `dataRows`. +11. Frontend refreshes and renders the component. + +### 8.5 Oracle Natural DB Agent + +File: + +- `backend/oracle/natural_db_agent.py` + +The agent pipeline is documented in its module docstring: + +1. schema introspection +2. semantic SQL planning +3. plan verification and optional repair +4. SQL execution +5. execution quality profiling and auto-replan +6. visualization planning from actual result shape + +Important implementation truth: + +- The current code still includes SQL safety checks. +- Destructive SQL is blocked by pattern: + - `insert` + - `update` + - `delete` + - `drop` + - `alter` + - `truncate` + - `copy` + - `create` + - `grant` + - `revoke` + - `call` + - `execute` + - `do` + - `merge` + +Why this exists: + +- Oracle is intended to answer questions and build canvas artifacts. +- Writes are intended to go through typed APIs and explicit writeback actions. +- This prevents accidental mutation of production CRM data through an ambiguous natural-language prompt. + +If a future architecture uses a true read/write sandbox copy, then destructive operations can be reconsidered there. In the current app DB path, read-first behavior is the defensible default. + +### 8.6 Semantic Catalog + +File: + +- `backend/oracle/semantic_catalog.py` + +Purpose: + +- Give the planner a plain-language understanding of database tables and columns. +- Explain what columns mean, which values are valid, and how concepts map to the schema. + +This solves a major LLM problem: + +- A raw database schema tells the model column names. +- It does not tell the model business meaning. + +Example: + +- A column called `current_value` is ambiguous. +- A semantic catalog can say whether it is a QD score, monetary value, percentage, or scoring output. + +This is similar to giving a new analyst both the spreadsheet and a glossary. + +### 8.7 Visualization Planner + +File: + +- `backend/oracle/visualization_planner.py` + +Purpose: + +- Choose a canvas renderer from actual returned rows. + +Examples: + +| Result Shape | Likely Component | +| --- | --- | +| one numeric row | KPI tile | +| category + count | bar chart | +| timestamp + values | line chart | +| activity rows with timestamps | activity stream | +| stage-like data | pipeline board | +| general rows | table | + +This layer is important because the LLM should not have to hand-code every UI layout. The backend can infer a good visualization based on data shape. + +### 8.8 Known Oracle Failure Modes + +| Symptom | Likely Cause | Where To Check | +| --- | --- | --- | +| Component appears but says no data | SQL returned zero rows, `dataRows` missing, or renderer received wrong binding | `natural_db_agent.py`, `canvas_service.py`, frontend renderer | +| Prompt returns too many rows | Planner ignored prompt limit or verifier did not enforce it | `natural_db_agent.py`, `plan_verifier.py` | +| Wrong score type used | Planner lacks semantic value guidance | `semantic_catalog.py`, `plan_verifier.py` | +| Recent-contact prompt returns stale/legacy data | Planner used sparse recency columns instead of interaction timeline/read model | `plan_verifier.py`, `semantic_catalog.py` | +| Canvas visible only after refresh | Frontend state/rendering issue | `app/src/App.tsx`, `app/src/app/oracle/page.tsx` | +| Share/fork appears to work but recipient cannot see useful rows | Components/revisions missing persisted `dataRows` | `canvas_service.py`, `schema_oracle.sql` | + +## 9. Client Data Lens + +The Client Data Lens is Oracle's operational CRM view. + +Frontend: + +- `app/src/oracle/components/ClientDataLens.tsx` + +Backend: + +- `backend/api/routes_crm_imports.py` + +Key API endpoints: + +- `GET /api/crm/client-data` +- `GET /api/crm/client-data/{person_id}` +- `PATCH /api/crm/client-data/{person_id}` +- `GET /api/crm/client-data/{person_id}/timeline` +- `POST /api/crm/client-data/{person_id}/tasks` + +Purpose: + +- Browse clients. +- Inspect one client's status, QD, last contact, next action, and details. +- Edit safe fields through typed APIs. +- See property interests and interaction signals. + +Design principle: + +- Oracle Canvas is exploratory and analytical. +- Client Data Lens is operational and record-oriented. + +## 10. Comms / WhatsApp-Like Conversations + +### 10.1 Purpose + +Most real-estate communication happens over WhatsApp, calls, voice notes, and informal follow-ups. The Comms module is designed to make those interactions first-class CRM data. + +Frontend: + +- `app/src/components/modules/Comms.tsx` + +Backend: + +- `backend/api/routes_comms.py` + +Services: + +- `backend/services/comms_provider.py` +- `backend/services/comms_waha_provider.py` +- `backend/services/comms_evolution_provider.py` +- `backend/services/comms_ingest.py` + +Schema: + +- `backend/db/schema_comms.sql` + +Supported provider modes: + +- `mock` +- `waha` +- `evolution` + +Important endpoints: + +- `GET /api/comms/threads` +- `GET /api/comms/threads/{thread_id}` +- `GET /api/comms/threads/{thread_id}/messages` +- `POST /api/comms/threads/{thread_id}/messages` +- `POST /api/comms/threads/{thread_id}/link-person` +- `POST /api/comms/threads/{thread_id}/notes` +- `POST /api/comms/threads/{thread_id}/tasks` +- `POST /api/comms/webhooks/{provider}` +- `GET /api/comms/settings` +- `PATCH /api/comms/settings` +- `POST /api/comms/provider/test` +- `POST /api/comms/recordings/transcribe` + +### 10.2 Comms Data Flow + +Inbound WhatsApp-style flow: + +1. Provider sends webhook. +2. `/api/comms/webhooks/{provider}` receives payload. +3. `comms_ingest.py` normalizes message. +4. Backend finds or creates `comms_threads`. +5. Backend inserts `comms_messages`. +6. If configured, thread auto-links to `crm_people` by phone. +7. If configured, inbound message creates CRM interaction. +8. Frontend Comms module displays the conversation. + +Outbound flow: + +1. User selects thread in WebOS. +2. User sends message. +3. Backend writes message and calls configured provider. +4. Provider returns external message ID/status. +5. Message remains tied to CRM person/thread. + +## 11. Sentinel + +Sentinel is the showroom perception module. + +Backend: + +- `backend/routers/sentinel.py` + +Frontend: + +- `app/src/components/modules/Sentinel.tsx` +- `app/src/components/modules/sentinel/*` when present + +Core endpoints: + +- `WebSocket /api/sentinel/ws/notifications` +- `WebSocket /api/sentinel/ws/perception` +- `POST /api/sentinel/consent` +- `POST /api/sentinel/session/complete` +- `POST /api/sentinel/tag-lead` +- `GET /api/sentinel/qd-score/{lead_id}` + +Plain-English model: + +- A showroom session can produce perception events. +- Those events inform QD and lead tagging. +- Consent is explicit and recorded. +- Browser-side MediaPipe means raw camera processing can stay closer to the client device. + +## 12. Catalyst And Dream Weaver + +### 12.1 Catalyst + +Catalyst is the marketing and creative orchestration module. + +Backend: + +- `backend/api/routes_catalyst.py` + +Frontend: + +- `app/src/components/modules/Catalyst.tsx` +- `app/src/components/modules/CatalystDreamWeaverTab.tsx` +- `app/src/components/modules/CatalystMarketingTab.tsx` + +Core responsibilities: + +- campaign listing +- campaign creation +- creative sync +- ad insights +- budget updates +- bid strategy updates +- lookalike/custom audience sync +- Meta auth + +### 12.2 Dream Weaver + +Dream Weaver is a staging-image generation surface. + +Key files: + +- `dw_gateway_v2_min.py` +- `comfy_engine/scripts/prompt_expander.py` +- `comfy_engine/scripts/dw_gateway_v2.py` +- `app/src/components/modules/CatalystDreamWeaverTab.tsx` +- `app/src/lib/dreamWeaverApi.ts` +- `infrastructure/desineuron_ingress/comfyui-worker@.service` +- `infrastructure/desineuron_ingress/install_gpu_comfy_worker_pool.sh` +- `infrastructure/desineuron_ingress/install_linux_comfy_worker_tunnels.sh` +- `infrastructure/desineuron_ingress/hydrate_gpu_comfy_models.py` + +Plain-English flow: + +1. User uploads a room photo. +2. User selects room type and style keywords. +3. Frontend posts to `/dream-weaver`. +4. Gateway creates async job. +5. Gateway chooses a Comfy worker. +6. Image is uploaded to ComfyUI. +7. Prompt is expanded. +8. Workflow runs on GPU. +9. Frontend polls `/dream-weaver/status/{job_id}`. +10. When ready, frontend gets `/dream-weaver/result/{job_id}`. +11. User can view/download generated PNG. + +Current important runtime truth: + +- Dream Weaver can be configured to use a pool of Comfy workers, one per L4 GPU. +- `COMFYUI_URLS` controls the worker list. +- Long-running generation must use async polling, not one blocking request. +- Large upload support requires ingress body-size tuning. +- Models/checkpoints should be hydrated to GPU NVMe, not root disk. + +## 13. Runtime LLM And SGLang + +Backend: + +- `backend/api/routes_runtime_llm.py` +- `backend/services/runtime_llm_service.py` +- `backend/services/nemoclaw_client.py` + +Infrastructure: + +- `infrastructure/desineuron_ingress/install_gpu_sglang_runtime.sh` +- `infrastructure/desineuron_ingress/install_gpu_sglang_watchdog.sh` +- `infrastructure/desineuron_ingress/sync_llm_route.py` + +Current conceptual runtime: + +- Public consumers should use OpenAI-compatible `/v1/*` where SGLang is active. +- `qwen3.6-35b-a3b` is the canonical SGLang model ID documented elsewhere in the runtime truth book. +- Ollama-era model IDs with colons are not appropriate for SGLang-facing clients. + +Important operational caveat: + +- A 4x L4 GPU box cannot always run every heavy workload at full size simultaneously. +- SGLang tensor-parallel LLM mode may consume all four GPUs. +- Dream Weaver 4-worker mode also wants all four GPUs. +- Operationally, this creates a mode-choice problem: + - LLM-first mode + - media-generation-first mode + - or a smaller split profile + +This should be documented and exposed as an operator decision rather than hidden. + +## 14. Infrastructure And Deployment + +### 14.1 Important Infrastructure Files + +| File | Purpose | +| --- | --- | +| `infrastructure/desineuron_ingress/velocity.desineuron.in.nginx.conf` | Nginx public route config for main Velocity site. | +| `infrastructure/desineuron_ingress/api.desineuron.in.nginx.conf` | API hostname route config. | +| `infrastructure/desineuron_ingress/Caddyfile` | Caddy route/TLS config where used. | +| `infrastructure/desineuron_ingress/deploy_velocity_site.sh` | Deploy frontend/site artifacts. | +| `infrastructure/desineuron_ingress/install_linux_velocity_site_webhook.sh` | Linux deploy webhook service. | +| `infrastructure/desineuron_ingress/sync_velocity_route.py` | Sync Velocity route target. | +| `infrastructure/desineuron_ingress/sync_llm_route.py` | Sync LLM route target. | +| `infrastructure/desineuron_ingress/sync_comfy_route.py` | Sync Comfy route target. | +| `infrastructure/desineuron_ingress/sync_comfy_pool_routes.py` | Sync Comfy worker pool routing. | +| `infrastructure/desineuron_ingress/install_gpu_sglang_runtime.sh` | GPU SGLang runtime setup. | +| `infrastructure/desineuron_ingress/install_gpu_sglang_watchdog.sh` | GPU SGLang recovery. | +| `infrastructure/desineuron_ingress/install_gpu_comfy_worker_pool.sh` | Multi-GPU Comfy worker pool setup. | +| `infrastructure/desineuron_ingress/install_linux_comfy_worker_tunnels.sh` | Linux tunnels to GPU Comfy workers. | +| `infrastructure/desineuron_ingress/install_linux_dream_weaver_gateway.sh` | Dream Weaver gateway service setup. | +| `infrastructure/desineuron_ingress/hydrate_gpu_comfy_models.py` | Model/checkpoint hydration to GPU NVMe. | + +### 14.2 Public Route Principles + +Rules: + +- Public users should not connect directly to GPU private/public IPs. +- Stable hostnames should hide backend movement. +- Ingress owns TLS and public contracts. +- Linux-origin coordinates target discovery. +- GPU worker owns inference/media runtime. + +### 14.3 Why Route Sync Exists + +Cloud private IPs can change when instances restart or are replaced. Hardcoding a GPU private IP in a public proxy creates a fragile system. + +Route sync scripts solve this: + +1. Discover current target instance/IP. +2. Render/update reverse proxy route. +3. Reload proxy. +4. Keep public route stable. + +Analogy: The public phone number stays the same even if the office moves. + +## 15. API Reference Corrections And Clarifications + +The v1.1 API list is directionally useful, but a few details need correction: + +1. Oracle v1 canvas routes currently use `canvas-pages`, not `/canvas/pages`. + - Correct base: `/api/oracle/v1/canvas-pages` + - Key prompt route: `/api/oracle/v1/canvas-pages/{page_id}/prompts` + +2. Oracle v1 revision routes are: + - `/api/oracle/v1/canvas-pages/{page_id}/revisions` + - rollback is `/api/oracle/v1/canvas-pages/{page_id}/rollback` + +3. Oracle sharing/fork route is: + - `/api/oracle/v1/canvas-pages/{page_id}/forks` + +4. Merge request routes are separate: + - `/api/oracle/v1/merge-requests` + - `/api/oracle/v1/merge-requests/{mr_id}/review` + +5. Catalyst now includes more than the original list: + - `GET /api/catalyst/campaigns` + - `PUT /api/catalyst/budget` + - `PUT /api/catalyst/bid-strategy` + +6. Comms routes are now part of the product: + - `/api/comms/*` + +7. WebSocket routes include: + - `/ws/catalyst` + - `/ws/crm` + - `/api/sentinel/ws/notifications` + - `/api/sentinel/ws/perception` + - `/api/oracle/v1/ws/oracle/canvas/{page_id}` + +## 16. Onboarding Path For New Developers + +### 16.1 If You Are Frontend-Focused + +Read in this order: + +1. `app/src/main.tsx` +2. `app/src/App.tsx` +3. `app/src/components/layout/Sidebar.tsx` +4. `app/src/store/useStore.ts` +5. the module you are changing under `app/src/components/modules/` +6. if Oracle-related: + - `app/src/app/oracle/page.tsx` + - `app/src/oracle/lib/oracleApiClient.ts` + - `app/src/oracle/components/ComponentRegistry.tsx` + - `app/src/oracle/components/renderers/*` + +Mental model: + +- App shell handles auth and routing. +- Sidebar changes URL. +- URL chooses module. +- Module calls backend API clients. +- Zustand stores global UI/auth state, not all business truth. + +### 16.2 If You Are Backend-Focused + +Read in this order: + +1. `backend/main.py` +2. `backend/db/pool.py` +3. `backend/auth/routes.py` +4. `backend/auth/dependencies.py` +5. relevant router under `backend/api/` or `backend/routers/` +6. relevant service under `backend/services/` +7. relevant schema under `backend/db/` + +Mental model: + +- `main.py` mounts everything. +- Each router owns request/response shape. +- Services own provider/business logic. +- Database schema is explicit SQL. +- Auth is dependency-injected through FastAPI. + +### 16.3 If You Are Oracle-Focused + +Read in this order: + +1. `app/src/app/oracle/page.tsx` +2. `app/src/oracle/lib/oracleApiClient.ts` +3. `backend/oracle/router_v1.py` +4. `backend/oracle/prompt_orchestrator.py` +5. `backend/oracle/natural_db_agent.py` +6. `backend/oracle/semantic_catalog.py` +7. `backend/oracle/plan_verifier.py` +8. `backend/oracle/visualization_planner.py` +9. `backend/oracle/canvas_service.py` +10. `backend/oracle/schema_oracle.sql` + +Mental model: + +- Prompt enters canvas route. +- Prompt becomes SQL/data plan. +- Rows become visualization decision. +- Components and rows persist. +- Frontend renders based on component type and `dataRows`. + +### 16.4 If You Are Infrastructure-Focused + +Read in this order: + +1. `infrastructure/desineuron_ingress/README.md` +2. `infrastructure/desineuron_ingress/velocity.desineuron.in.nginx.conf` +3. route sync scripts: + - `sync_velocity_route.py` + - `sync_llm_route.py` + - `sync_comfy_route.py` + - `sync_comfy_pool_routes.py` +4. install scripts for the thing you are touching: + - SGLang + - Comfy + - Dream Weaver gateway + - site deploy webhook +5. related systemd service files + +Mental model: + +- Ingress is public contract. +- Linux-origin is control plane. +- GPU is compute plane. +- NVMe is model/media storage plane. + +## 17. Common Debugging Playbooks + +### 17.1 Frontend Page Does Not Change After URL Changes + +Likely area: + +- `app/src/App.tsx` +- React Router rendering +- route-level animation wrappers + +Check: + +- Does `location.pathname` change? +- Does Sidebar use `NavLink`? +- Is any route component kept mounted by `AnimatePresence mode="wait"`? +- Is a fixed overlay/portal covering the new page? + +### 17.2 Login Fails With 502 + +Likely area: + +- Ingress cannot reach FastAPI. +- Backend service is down. +- Backend failed startup due to DB/env/migration. + +Check: + +- public `/health` +- backend service logs +- nginx/caddy upstream config +- `DATABASE_URL` or DB pool startup + +### 17.3 Oracle Shows Empty Components + +Likely area: + +- SQL returned zero rows. +- Component persisted without `dataRows`. +- Renderer expects different field names. +- Prompt planner selected wrong table or score type. + +Check: + +- `/api/oracle/query` +- `/api/oracle/data-health` +- `backend/oracle/natural_db_agent.py` +- `backend/oracle/visualization_planner.py` +- `backend/oracle/canvas_service.py` +- frontend renderer for that component type + +### 17.4 Client Data Lens Shows No Clients + +Likely area: + +- CRM v2 seed data not loaded. +- Backend connected to wrong DB. +- `crm_people` empty. +- `/api/crm/client-data` returns empty. + +Check: + +- `backend/scripts/seed_synthetic_crm.py` +- `db assets/synthetic_crm_v2/csv` +- DB row counts +- backend env + +### 17.5 Dream Weaver Upload Fails With 413 + +Meaning: + +- Request body too large for ingress/proxy. + +Check: + +- `client_max_body_size` in nginx config. +- Caddy/nginx route config. +- Browser image size. + +### 17.6 Dream Weaver Times Out + +Likely area: + +- Frontend polling too short. +- Gateway timeout too short. +- Comfy worker hung/errored. +- GPU out of memory. +- Checkpoint missing. + +Check: + +- `/dream-weaver/health` +- `/dream-weaver/status/{job_id}` +- Dream Weaver gateway logs +- Comfy worker logs +- GPU `nvidia-smi` +- checkpoint path on GPU NVMe + +### 17.7 Comms Thread Does Not Link To Client + +Likely area: + +- Phone normalization mismatch. +- `autoLinkByPhone` disabled. +- `crm_people.primary_phone` not normalized. +- Provider webhook shape not mapped. + +Check: + +- `/api/comms/settings` +- `comms_ingest.py` +- `comms_threads.person_id` +- `crm_people.primary_phone` + +## 18. Testing And Verification + +### 18.1 Frontend + +Primary build command: + +```bash +cd app +npm run build +``` + +Development: + +```bash +cd app +npm run dev +``` + +Local URL: + +```text +http://127.0.0.1:5173/ +``` + +### 18.2 Backend + +Development command: + +```bash +python -m uvicorn backend.main:app --reload --host 127.0.0.1 --port 8000 +``` + +Health: + +```text +GET /health +``` + +### 18.3 Data Health + +Oracle data health: + +```text +GET /api/oracle/data-health +``` + +CRM smoke checks: + +```text +GET /api/crm/client-data +GET /api/crm/contacts +GET /api/crm/opportunities +``` + +### 18.4 Dream Weaver Health + +```text +GET /dream-weaver/health +POST /dream-weaver +GET /dream-weaver/status/{job_id} +GET /dream-weaver/result/{job_id} +``` + +### 18.5 Comms Health + +```text +GET /api/comms/settings +GET /api/comms/threads +POST /api/comms/provider/test +``` + +## 19. Current Technical Debt And Risk Register + +This section is intentionally direct. It helps new contributors avoid repeating known mistakes. + +| Risk | Why It Matters | Recommended Direction | +| --- | --- | --- | +| Route/rendering coupling in WebOS | Heavy modules can leave stale UI if route transitions are too clever. | Keep route rendering synchronous and test navigation after Oracle/Catalyst changes. | +| Oracle prompt reliability | Natural-language SQL planning can be semantically wrong even when syntactically valid. | Improve semantic catalog, verifier, and result-quality profiler. | +| Data dependency | Oracle looks broken when DB seed/read models are missing. | Run data-health diagnostics before UI debugging. | +| GPU mode contention | SGLang TP=4 and Comfy 4-worker pool both want all L4 GPUs. | Make operator mode explicit: LLM mode vs Dream Weaver pool mode vs split mode. | +| Ingress timeouts/body limits | Media uploads and generation jobs need different limits than normal API calls. | Keep Dream Weaver async and tune route-specific limits. | +| Generated assets/storage | Media should not live on root disk. | Use NVMe/S3-backed asset paths consistently. | +| Comms provider abstraction | WAHA/Evolution/mock modes can diverge in payload shape. | Keep provider-normalized internal message model stable. | +| API documentation drift | Routes move faster than docs. | Generate or audit route list from `@router` declarations during releases. | +| Synthetic data realism | Demo quality depends heavily on realistic conversations, transcripts, objections, and follow-ups. | Continue enriching v2 data rather than creating disconnected datasets. | + +## 20. Glossary For Non-Technical Stakeholders + +| Term | Plain Meaning | +| --- | --- | +| API | A doorway through which the frontend asks the backend to do something. | +| Backend | The server-side brain of the product. | +| Canvas | A persistent workspace of generated Oracle insights. | +| Component | One visual block on a canvas, such as a chart or table. | +| ComfyUI | The image-generation engine used by Dream Weaver. | +| DB / Database | The system memory. | +| FastAPI | The Python framework used for the backend. | +| Frontend | The user interface people click and see. | +| GPU | Hardware used for heavy AI/image generation. | +| Ingress | The public routing layer that receives internet traffic. | +| LLM | A language model used for reasoning or prompt expansion. | +| NVMe | Fast local disk used for models and media. | +| Oracle | The natural-language analytics and canvas system. | +| QD Score | Velocity's scoring signal for qualification/desire/intent. | +| Router | Backend file that defines API endpoints. | +| SGLang | High-performance LLM serving runtime. | +| Tenant | A customer/company boundary. | +| WebSocket | A live connection for real-time updates. | + +## 21. The One-Page Mental Model + +If you remember only one thing, remember this: + +Velocity is a private real-estate intelligence OS. + +The frontend is the cockpit. +The backend is the control tower. +The database is the memory. +Oracle turns memory into answers. +Sentinel turns showroom signals into intent. +Comms turns conversations into CRM intelligence. +Catalyst and Dream Weaver turn property material into persuasive media. +Ingress keeps the public contract stable. +The GPU box performs the heavy AI work. + +Everything valuable in the system should eventually connect back to a client, a property, an interaction, an action, or a generated artifact. + +That is the core truth of Project Velocity. + +## 22. Oracle Canvas Execution Modes And Colony Routing + +This section records the May 3, 2026 integration direction for bringing Sourik's Colony orchestration into Sayan/Sagnik's root architecture without breaking Oracle Canvas. + +Oracle Canvas remains the single user-facing workspace. The frontend does not call Colony directly. Instead, the Oracle prompt endpoint accepts an execution mode and the backend chooses the execution engine. + +### 22.1 User-Facing Modes + +| Mode | User Meaning | Backend Behavior | +| --- | --- | --- | +| `auto` | Let Velocity choose. | Backend classifies prompt complexity. Simple prompts run through Oracle; complex/multi-round prompts dispatch to Colony. | +| `fast` | Prioritize direct canvas response. | Force existing Oracle prompt orchestrator. Best for tables, summaries, charts, and single-step canvas edits. | +| `thinking` | Use deeper multi-agent reasoning. | Force Colony mission dispatch. Best for CRM + Oracle + Catalyst tasks, multi-round analysis, writeback proposals, and cross-module strategy. | + +### 22.2 Safe Integration Rule + +Colony must not directly mutate CRM, Oracle, Catalyst, or inventory records from the first pass. Colony should produce artifacts and writeback proposals. Human approval remains explicit through root APIs. + +This keeps production safety clear: + +```text +Colony can recommend. +Root stores the recommendation. +Oracle Canvas shows it. +The operator approves or rejects it. +Only approved writebacks should touch business data. +``` + +### 22.3 Routing Diagram + +```mermaid +flowchart TD + U[Operator in Oracle Canvas] --> UI[Prompt bar mode: auto / fast / thinking] + UI --> API[POST /api/oracle/v1/canvas-pages/{page_id}/prompts] + + API --> M{executionMode} + M -->|fast| O[Oracle prompt_orchestrator] + M -->|thinking| C[Colony mission dispatch] + M -->|auto| H{Backend complexity heuristic} + + H -->|simple| O + H -->|complex or multi-round| C + + O --> OC[Commit Oracle canvas components] + C --> DB[(PostgreSQL colony_missions)] + C --> GW[COLONY_SERVICE_URL /missions] + GW --> WORKERS[Colony specialist workers] + WORKERS --> ART[Tasks, results, writeback proposals] + ART --> DB + + DB --> STATUS[Oracle canvas status component] + STATUS --> OC + + OC --> REVIEW[Operator reviews artifacts/proposals] + REVIEW --> APPROVE[Approve or reject writebacks] + APPROVE --> ROOT[Root CRM / Oracle / Catalyst write APIs] +``` + +### 22.4 Current Implementation Notes + +The first integration keeps the public Oracle prompt endpoint stable and extends the payload with: + +```json +{ + "executionMode": "auto" +} +``` + +The frontend exposes this as a segmented control beside the Oracle prompt actions. The backend resolves the final route: + +```text +auto -> heuristic decides fast or thinking +fast -> Oracle prompt_orchestrator +thinking -> ColonyRepository + ColonyGateway +``` + +If Colony is selected but `COLONY_SERVICE_URL` is missing or unreachable, the backend returns an explicit production error instead of falling back to fake data. diff --git a/.Agent Context/Sayan's Docs/Project Velocity Software SOT 1.md b/.Agent Context/Sayan's Docs/Project Velocity Software SOT 1.md new file mode 100644 index 00000000..162b0b5c --- /dev/null +++ b/.Agent Context/Sayan's Docs/Project Velocity Software SOT 1.md @@ -0,0 +1,1623 @@ +# Project Velocity Software Source of Truth + +Document owner: Project Velocity engineering/product analysis +Prepared for: Sayan and the Desi Neuron team +Generated from codebase inspection on: 2026-04-29 +Repository root: `/Users/sayan/Desi Neuron/Project_Velocity` + +## 1. Executive Summary + +Project Velocity is a multi-surface real estate operating system. It combines a WebOS command center, a native iPad operator app, an Android edge phone companion, a FastAPI backend, CRM and mobile-edge data models, AI-driven Oracle/Sentinel modules, Catalyst marketing surfaces, and a Dream Weaver image transformation pipeline powered by a local/remote ComfyUI gateway. + +The codebase is not a single app. It is a platform with these major product surfaces: + +- Velocity WebOS: React/Vite desktop web application used as the primary command center. +- Velocity iPad: native Swift iPad application for field operators, CRM, calendar, inventory, Dream Weaver, and mobile operations. +- Velocity Edge Phone: native Android phone companion for alerts, leads, notes, communications, and transcripts. +- Velocity Neural Core: FastAPI backend that exposes CRM, auth, mobile-edge, Catalyst, Oracle, Sentinel, inventory, comms, observability, admin, and runtime LLM APIs. +- Dream Weaver gateway: FastAPI gateway in `comfy_engine` that bridges Velocity clients to ComfyUI workflows. +- Infrastructure and operations: AWS, Caddy, rathole tunnel, route sync, GPU service management, and an Ops Control Plane. + +The system already contains substantial production-oriented work: tenant-aware authentication, canonical CRM import and task APIs, iPad local fallback behavior, Dream Weaver route contracts, Oracle canvas APIs, admin health/queue surfaces, and observability foundations. The largest remaining risks are external dependency readiness, incomplete persistence on some WebOS modules, production hardening of Comfy/Dream Weaver jobs, and gaps between rich frontend prototypes and fully wired backend execution. + +## 2. Product Thesis + +Velocity is designed as an operating layer for real estate sales, marketing, and field execution. The platform attempts to connect: + +- CRM lead intelligence and client 360 context. +- Property inventory and visual sales collateral. +- Sales team tasks, calls, notes, events, reminders, and follow-ups. +- AI Oracle workflows for executive intelligence and canvas-based analysis. +- Sentinel perception workflows for live session/visitor intelligence. +- Catalyst marketing workflows for ad campaigns, ROI, and creative generation. +- Dream Weaver visual staging workflows for transforming room images. +- Edge mobile surfaces for real-time field capture and mobile memory. + +The architectural direction is correct for a product-grade platform: a canonical backend, native apps for operator-specific UX, a WebOS for central operations, and external AI/marketing/comms integrations behind service adapters. + +## 3. Repository Map + +| Path | Purpose | Current status | +| --- | --- | --- | +| `app/` | Velocity WebOS React/Vite frontend | Active and feature-rich | +| `backend/` | FastAPI backend and service layer | Active, broad API surface | +| `iOS/velocity-ipad/` | Native Swift iPad app | Active, production-oriented | +| `android-edge-phone/` | Native Android edge phone app | Active companion surface | +| `android-tablet/` | Android tablet project scaffold | Build scaffold only, no full app observed | +| `comfy_engine/` | Dream Weaver gateway, Comfy workflows, prompts, batch tooling | Active AI image pipeline | +| `infrastructure/` | AWS, ingress, Caddy, GPU routing, ops control plane | Active deployment/ops tooling | +| `.Agent Context/` | Planning, handoff, and analysis documents | Internal knowledge base | + +## 4. Runtime Architecture + +High-level flow: + +```text +WebOS React App ----\ +iPad Swift App ----> FastAPI Backend / Velocity Neural Core ---> PostgreSQL +Android Phone ----/ | | External providers + | | Meta, Google, WAHA/Evolution + | | + | ---> Dream Weaver Gateway ---> ComfyUI GPU + | + ---> Oracle / Sentinel / Runtime LLM services +``` + +Core runtime dependencies: + +- PostgreSQL via `asyncpg`. +- JWT authentication and tenant-aware user context. +- ComfyUI for Dream Weaver image generation. +- Meta Marketing API and Google Ads-style integrations for Catalyst. +- WAHA/Evolution/mock providers for communications. +- LLM providers through the runtime LLM service. +- Optional GPU/runtime services for NemoClaw and Comfy workflows. + +## 5. WebOS Application + +Location: `app/` +Stack: React 19, Vite 7, TypeScript, Tailwind, Framer Motion, Recharts, Zustand, React Three Fiber, Drei, Radix UI, Playwright. + +Main route owner: `app/src/App.tsx` + +### 5.1 WebOS Routes + +| Route | Module | Component | +| --- | --- | --- | +| `/dashboard` | Dashboard | `Dashboard.tsx` | +| `/oracle` | Oracle | `Oracle.tsx` and `app/oracle/page.tsx` | +| `/sentinel` | Sentinel | `Sentinel.tsx` | +| `/inventory` | Inventory | `Inventory.tsx` | +| `/catalyst` | Catalyst | `Catalyst.tsx` | +| `/crm` | CRM | `CRM.tsx` | +| `/comms` | Communications | `Comms.tsx` | +| `/settings` | Settings | `Settings.tsx` | +| `/admin` | Admin | `app/admin/page.tsx` | + +### 5.2 WebOS Shell, Auth, and Global State + +The WebOS bootstraps user session from a stored Velocity token using `getVelocityToken()` and `/api/auth/me`. It supports login/logout, active module state, admin route gating, global navigation, and shared persisted state through Zustand. + +Primary store: `app/src/store/useStore.ts` + +Persisted state: + +- Authenticated user. +- Active module. + +In-memory shared state: + +- Navigation collapse state. +- Oracle leads/messages. +- Sentinel visitors and alerts. +- Dashboard metrics. +- Inventory units. +- System status. +- Notifications. + +Current status: + +- Done: session restore, module routing, admin gating, shared state primitives. +- Limitation: many module-specific records are fetched separately or kept in local stores and are not universally normalized into one frontend cache. + +### 5.3 Dashboard + +Component: `app/src/components/modules/Dashboard.tsx` + +Purpose: + +The Dashboard is the executive summary surface. It blends sales metrics, lead intelligence, conversations, inventory, velocity charting, pipeline activity, and mobile-edge alerts. + +Key features: + +- Lead book count and whale/high-intent lead count. +- Conversations and inventory summary cards. +- Velocity trend chart. +- Pipeline activity feed. +- Mobile-edge alert tiles from `/api/mobile-edge/alerts`. +- Store-backed stats for leads, messages, units, and system health. + +Backend integration: + +- Reads mobile-edge alerts. +- Relies on bootstrapped CRM/store data for several metrics. + +Current status: + +- Done: dashboard UI and blended metric layout. +- Partial: some metric sources are store/mock-derived rather than always canonical backend values. +- Left: production-grade metric contracts should be centralized so Dashboard numbers cannot drift from CRM/mobile-edge modules. + +### 5.4 CRM + +Component: `app/src/components/modules/CRM.tsx` +API helper: `app/src/lib/crmApi.ts` + +Purpose: + +The CRM is the founder/sales command center for contacts, pipeline, opportunities, tasks, and CSV imports. + +Major views: + +- Contacts. +- Kanban pipeline. +- Opportunities/deals. +- Tasks. +- Imports. +- Client 360 slide-over. + +Features: + +- Contact search and filtering. +- Buyer and status badges. +- Pagination. +- QD score bars. +- Client 360 panel with identity, QD context, property interests, opportunities, interactions, tasks, risks, and recommended actions. +- Kanban board by lead stage. +- Opportunity list with project, stage, value, probability, and next action. +- Pending task list. +- CSV import upload workflow. + +Backend integration: + +- Canonical CRM APIs under `/api/crm`. +- Legacy lead APIs under `/api/leads`. +- Kanban from `/api/crm/kanban` and legacy bridge. +- Client 360 from `/api/crm/client-360/{person_id}`. +- Imports from `/api/crm/imports`. +- Tasks from `/api/crm/tasks`. + +Current status: + +- Done: read-heavy CRM workflows, import upload entry, client 360 view, Kanban display, opportunities and tasks lists. +- Partial: full import review/commit workflow exists in backend but frontend review UX is still lightweight. +- Partial: not all CRM edit/create operations are exposed as polished WebOS flows. +- Left: complete CRUD UX for contacts, tasks, opportunity stage editing, import review proposals, and conflict resolution. + +### 5.5 Communications + +Component: `app/src/components/modules/Comms.tsx` +API helper: `app/src/lib/commsApi.ts` + +Purpose: + +The Communications module provides a WhatsApp/call-style operator inbox with threads, messages, notes, and CRM linkage. + +Features: + +- Thread list. +- Message list. +- Send message with optimistic UI. +- Link thread to person. +- Notes/tasks API helper support. +- Fallback mock threads/messages when backend is unavailable. + +Backend integration: + +- `/api/comms/threads` +- `/api/comms/threads/{thread_id}` +- `/api/comms/threads/{thread_id}/messages` +- `/api/comms/threads/{thread_id}/messages` +- `/api/comms/threads/{thread_id}/link-person` +- `/api/comms/notes` +- `/api/comms/tasks` +- `/api/comms/settings` +- `/api/comms/provider/test` +- `/api/comms/webhooks/{provider}` + +Current status: + +- Done: usable inbox UI and backend-backed message flows. +- Partial: provider integration depends on WAHA/Evolution credentials and deployment. +- Limitation: mock fallback can hide backend outages during local UX testing unless explicitly monitored. + +### 5.6 Oracle + +Components: + +- `app/src/components/modules/Oracle.tsx` +- `app/src/app/oracle/page.tsx` + +Purpose: + +Oracle is the AI command/canvas system. It provides analysis modes, prompt-driven canvas generation, data lenses, revisions, forks, rollback, collaboration, and merge requests. + +Major capabilities: + +- Prompt modes: Pipeline, Team Performance, Account Timeline, Geographic Map, Calendar & Tasks, KPI Summary. +- Canvas pages and page revisions. +- Component selection and prompt rail. +- Forks and rollback. +- Merge request flow. +- Share modal. +- Client data lens. +- WebSocket collaboration route. + +Backend integration: + +- `/api/oracle/health` +- `/api/oracle/data-health` +- `/api/oracle/schema-catalog` +- `/api/oracle/query` +- `/api/oracle/mcp/tools` +- `/api/oracle/mcp/execute` +- `/api/oracle/workflow/preview` +- `/api/oracle/actions` +- `/api/oracle/actions/{action_id}` +- `/api/oracle/actions/writeback` +- `/api/oracle/v1/canvas-pages` +- `/api/oracle/v1/canvas-pages/{page_id}` +- `/api/oracle/v1/canvas-pages/{page_id}/prompts` +- `/api/oracle/v1/ws/oracle/canvas/{page_id}` + +Current status: + +- Done: advanced frontend canvas shell and backend route family. +- Partial: usefulness depends on available CRM data, LLM provider configuration, and Oracle service readiness. +- Left: broaden end-to-end tests for complete prompt-to-canvas-to-writeback workflows. + +### 5.7 Sentinel + +Component: `app/src/components/modules/Sentinel.tsx` +Live session component: `app/src/components/modules/sentinel/SentinelLiveSession.tsx` +Perception player: `app/src/components/modules/sentinel/PerceptionPlayer.tsx` + +Purpose: + +Sentinel is a perception and visitor intelligence module. It supports overview analytics and a live session workflow for media-driven lead intelligence. + +Features: + +- Overview tab with zone analytics, sentiment distribution, dwell time, alerts, strategic insights, and Journey River visualization. +- Live session mode with property video selection. +- Scene CSV upload. +- Assigned mode to bind a CRM contact. +- Auto mode intended for CCTV lead matching. +- MediaPipe-based face/perception handling in the browser. +- QD packet emission. + +Backend integration: + +- `/api/videos/marketing` +- `/api/scenes/upload` +- `/api/scenes/{video_asset_id}` +- `/api/sentinel/consent` +- `/api/sentinel/session/complete` +- `/api/sentinel/tag-lead` +- `/api/sentinel/qd-score/{lead_id}` +- `/api/sentinel/ws/notifications` +- `/api/sentinel/ws/perception` +- `/api/cctv/event` +- `/api/cctv/finalize-auto-mode` + +Current status: + +- Done: rich live session workflow and backend event ingestion routes. +- Partial: auto CCTV matching exists but needs stronger production UX and operational validation. +- Limitation: browser-side perception depends on media availability, model load, and operator flow discipline. + +### 5.8 Inventory + +Component: `app/src/components/modules/Inventory.tsx` + +Purpose: + +Inventory presents real estate units, model previews, floor plans, maps, media, and property detail exploration. + +Features: + +- Inventory stat cards. +- Search and filters. +- Grid/list layout. +- Detail modal. +- 3D model viewer using React Three Fiber and Drei. +- Floor plan/blueprint viewer with zoom/pan. +- Google map embed. +- Hardcoded penthouse visual references and local model assets. + +Backend integration: + +- Inventory backend exists under `/api/inventory`. +- WebOS UI currently relies heavily on frontend store/static data for units and previews. + +Current status: + +- Done: sophisticated visual frontend experience. +- Partial: backend inventory import/property/media APIs exist, but WebOS unit hydration is not fully canonical. +- Left: unify property/unit data model between backend and WebOS display, and connect media upload/management UX. + +### 5.9 Catalyst + +Component: `app/src/components/modules/Catalyst.tsx` + +Purpose: + +Catalyst is the marketing and campaign operations area. It contains multiple tabs for creative, campaign control, ROI, war room, marketing intelligence, and Dream Weaver. + +Tabs: + +- The Studio. +- Campaign Command. +- Intelligence & ROI. +- War Room. +- Marketing. +- Dream Weaver. + +#### 5.9.1 The Studio + +Purpose: + +Creative asset generation surface for visual AI workflows. + +Features: + +- Ground truth picker. +- Reference image slots. +- Image/video mode toggle. +- Prompt/keyword fields. +- Trigger render button. + +Current status: + +- Done: polished UI shell. +- Partial: the Studio send action is not a fully production-wired render pipeline in the inspected implementation. +- Left: connect generation action to a real backend route or Comfy/Catalyst asset pipeline. + +#### 5.9.2 Campaign Command + +Purpose: + +Campaign control and monitoring surface. + +Features: + +- Campaign summaries. +- Budget/bid-related command views. +- Store-driven campaign state. + +Current status: + +- Done: UI and local marketing store flows. +- Partial: some state is in-memory Zustand and not persisted. + +#### 5.9.3 Intelligence & ROI + +Purpose: + +Marketing performance visualization. + +Features: + +- Ad insight charting. +- ROI-style metrics. +- Recharts visualizations. + +Current status: + +- Done: analytics presentation. +- Partial: requires production data feeds for final accuracy. + +#### 5.9.4 War Room + +Purpose: + +Integration command surface for ad platform setup. + +Features: + +- Meta credential form. +- Local connected state. + +Current status: + +- Done: frontend setup flow. +- Partial: settings are local frontend state unless paired with backend/provider persistence. + +#### 5.9.5 Marketing + +Component: `app/src/components/modules/CatalystMarketingTab.tsx` + +Purpose: + +Integrated marketing intelligence surface. + +Features: + +- Campaign manager. +- Lead intelligence feed. +- Sentiment scatter. +- Lead demographics. +- Platform status cards. + +Backend integration: + +- `/api/catalyst/campaigns` +- `/api/analytics/sentiment-scatter` +- `/api/analytics/demographics` + +Current status: + +- Done: backend-backed marketing intelligence tab. +- Partial: Meta/Google production data depends on provider credentials and SDK readiness. + +#### 5.9.6 Dream Weaver + +Component: `app/src/components/modules/CatalystDreamWeaverTab.tsx` +API helper: `app/src/lib/dreamWeaverApi.ts` + +Purpose: + +WebOS implementation of the Dream Weaver room image transformation pipeline, aligned with the iPad app and Comfy gateway route contract. + +Features: + +- Upload source room image. +- Select room type. +- Enter style keywords. +- Gateway health badge. +- Route verification. +- ComfyUI/checkpoint readiness display. +- Generate button gated by source image, route, Comfy, and checkpoint readiness. +- Job submission to Dream Weaver gateway. +- Polling every 2 seconds. +- Result image fetch and display. +- Recent render history. +- Gateway contract display. + +Backend/gateway integration: + +- `GET /health` +- `GET /dream-weaver/status/velocity-route-probe` +- `POST /dream-weaver` +- `GET /dream-weaver/status/{job_id}` +- `GET /dream-weaver/result/{job_id}` + +Configuration: + +- `VITE_DREAM_WEAVER_URL` +- `VITE_DREAM_WEAVER_API_KEY` +- Development fallback: `http://127.0.0.1:8082` + +Current status: + +- Done: production-shaped WebOS Dream Weaver tab, no live optimization feed on this page. +- Partial: actual image generation depends on Dream Weaver gateway, ComfyUI availability, and a compatible checkpoint being hydrated. +- Limitation: gateway jobs are in-memory unless a durable store is added. + +### 5.10 Settings + +Component: `app/src/components/modules/Settings.tsx` + +Purpose: + +Operator configuration and environment visibility. + +Features: + +- System status cards. +- Companion surface status. +- Profile settings and avatar upload. +- Notifications. +- Security controls. +- Display/currency settings. +- Communications settings. +- Provider testing. +- Data export/cache clear. +- About section. + +Current status: + +- Done: broad settings shell and several live integration points. +- Partial: some settings are local-only or helper-backed, depending on module. +- Left: centralize user preferences and environment configuration in backend-backed settings tables. + +### 5.11 Admin + +Component: `app/src/app/admin/page.tsx` + +Purpose: + +Admin-only operational surface. + +Features: + +- Health checks. +- Queues. +- Installs. +- Actions. +- Logs. +- Templates. +- Synthetic jobs. + +Backend integration: + +- `/api/admin-surface/health` +- `/api/admin-surface/queues` +- `/api/admin-surface/installs` +- `/api/admin-surface/actions` +- `/api/admin-surface/logs` +- `/api/admin-surface/templates` +- `/api/admin-surface/template-chapters` +- `/api/admin-surface/synthetic-jobs` + +Current status: + +- Done: route exists and is admin-gated. +- Partial: operational usefulness depends on backend deployment and queue/job population. + +## 6. iPad Application + +Location: `iOS/velocity-ipad/velocity/` +Stack: SwiftUI, native iPadOS, URLSession-style API client, UserDefaults local fallback, ARKit/SceneKit for inventory sun overlays. + +Primary files: + +- `VelocityApp.swift` +- `ContentView.swift` +- `Core/AppStore.swift` +- `Core/VelocityAPIClient.swift` +- `Core/ComfyClient.swift` +- `Features/*` + +### 6.1 iPad Navigation + +The iPad app uses a `NavigationSplitView` with these sections: + +- Dashboard. +- Clients. +- Imports. +- Communications. +- Calendar. +- Oracle. +- Sentinel. +- Inventory. +- Settings. + +The app is gated by `ConfigurationGateView` until session configuration is available. + +### 6.2 iPad AppStore + +File: `iOS/velocity-ipad/velocity/Core/AppStore.swift` + +Responsibilities: + +- Owns shared app state. +- Refreshes contacts, tasks, kanban, opportunities, properties, calendar events, alerts, and lead events. +- Persists locally mutated tasks. +- Persists locally hidden task IDs. +- Persists locally created calendar events. +- Provides backend fallback behavior for recoverable failures. +- Maintains metrics such as lead count, whale lead count, property count, today calendar count, pending tasks, urgent tasks, pending insights, and pending transcriptions. + +Current status: + +- Done: strong production-minded state management with local resilience. +- Limitation: UserDefaults fallback is not a substitute for canonical backend persistence and cross-device sync. + +### 6.3 iPad API Client + +File: `iOS/velocity-ipad/velocity/Core/VelocityAPIClient.swift` + +Supports: + +- Contacts. +- Leads. +- Events. +- Calendar events create/update/cancel. +- Properties. +- Kanban board and lead stage movement. +- Client 360. +- Opportunities and opportunity updates. +- Import batches, review, and commit. +- Tasks and task status updates. +- Mobile-edge alerts. + +Current status: + +- Done: broad live backend client. +- Limitation: functionality depends on correct backend URL, auth token, and tenant context. + +### 6.4 iPad Dashboard + +File: `Features/Dashboard/DashboardView.swift` + +Purpose: + +Operator dashboard for live metrics and health signals. + +Current status: + +- Done: feature exists and is app-store backed. +- Left: ensure dashboard metric definitions match WebOS definitions to avoid cross-surface discrepancies. + +### 6.5 iPad Clients + +Purpose: + +Mobile client/lead intelligence surface. + +Current status: + +- Done: live client data integration exists through shared store and API client. +- Left: maintain parity with WebOS Client 360 as canonical CRM evolves. + +### 6.6 iPad Imports + +File: `Features/Imports/ImportsView.swift` + +Purpose: + +CRM import monitoring/review surface. + +Backend integration: + +- Canonical CRM import batch routes. + +Current status: + +- Done: import feature present. +- Partial: full import remediation UX should be validated against backend review/commit semantics. + +### 6.7 iPad Communications + +File: `Features/Communications/CommunicationsView.swift` + +Purpose: + +Operator communications and follow-up surface. + +Current status: + +- Done: module present and connected through app data patterns. +- Left: keep WebOS and iPad communications behavior aligned with provider production readiness. + +### 6.8 iPad Calendar + +File: `Features/Calendar/CalendarView.swift` + +Purpose: + +Operator scheduling surface for CRM follow-ups and calendar events. + +Features: + +- Week grid. +- Day task list. +- Create Event button and modal. +- Title, client, all-day, duration, start, end, location, description, and task type controls. +- Normal Task and Confirmed Task status selection. +- Action popover per task/event. +- Normal task actions: Mark confirmed, Mark done, Snooze 2h, Snooze 1 Day, Cancel task. +- Confirmed task actions: Set Normal, Mark done, Snooze 2h, Snooze 1 Day, Cancel task. +- Done task behavior: shows Done badge and only Remove Task action. +- Cancelled tasks can be undone from the green banner. +- Banner feedback auto-dismiss behavior. +- Local fallback for create/update/cancel when recoverable backend failures occur. +- Counts update for active, confirmed, pending, done, removed, and cancelled states. + +Backend integration: + +- `/api/mobile-edge/calendar` +- `/api/mobile-edge/calendar/{id}` +- `/api/crm/tasks` +- `/api/crm/tasks/{reminder_id}` + +Current status: + +- Done: deeply developed and backend-synced with local fallback. +- Limitation: locally persisted fallback events survive rebuilds but not uninstall/app data reset. Backend persistence remains the production-grade source. + +### 6.9 iPad Oracle + +File: `Features/Oracle/OracleView.swift` + +Purpose: + +iPad Oracle client for executive/operator intelligence. + +Current status: + +- Done: module exists with mode availability gating. +- Partial: final usefulness depends on Oracle backend, CRM data readiness, and LLM availability. + +### 6.10 iPad Sentinel + +Files: + +- `Features/Sentinel/SentinelView.swift` +- `Features/Sentinel/SentinelScope.swift` + +Purpose: + +iPad Sentinel client for field perception/intelligence workflows. + +Current status: + +- Done: module exists. +- Partial: must stay aligned with WebOS live session and backend perception contracts. + +### 6.11 iPad Inventory + +Files: + +- `Features/Inventory/InventoryView.swift` +- `Features/Inventory/SunseekerViewModel.swift` +- `Features/Inventory/ARSunOverlayView.swift` +- `Features/Inventory/SimulatorSunOverlayView.swift` +- `Features/Inventory/InventoryModeAvailability.swift` + +Purpose: + +Native inventory and property visualization, including solar/sun overlay functionality. + +Features: + +- Inventory browsing. +- AR sun overlay. +- Simulator sun overlay. +- Sun calculations. +- Mode availability gating. +- Dream Weaver/Comfy client support through shared core. + +Current status: + +- Done: sophisticated native inventory features exist. +- Partial: production value depends on canonical inventory data completeness and media/model asset readiness. + +### 6.12 iPad Dream Weaver Client + +File: `Core/ComfyClient.swift` + +Purpose: + +The iPad Dream Weaver client talks to the Dream Weaver gateway, not directly to ComfyUI. + +Flow: + +1. Health check `/health`. +2. Route probe `/dream-weaver/status/velocity-route-probe`. +3. Resize source image to square 1024 JPEG. +4. Submit multipart request to `POST /dream-weaver`. +5. Poll `GET /dream-weaver/status/{job_id}` every 2 seconds up to 150 attempts. +6. Fetch final image from `GET /dream-weaver/result/{job_id}`. + +Current status: + +- Done: production-shaped client contract. +- Limitation: generation requires gateway and ComfyUI checkpoint readiness. + +## 7. Android Surfaces + +### 7.1 Android Edge Phone + +Location: `android-edge-phone/` + +Stack: + +- Kotlin. +- Jetpack Compose. +- Material 3. +- Native Android navigation. +- Direct HTTP calls through `VelocityEdgeBackend`. + +Main files: + +- `MainActivity.kt` +- `data/VelocityEdgeBackend.kt` +- `features/AlertsScreen.kt` +- `features/LeadSummaryScreen.kt` +- `features/CommunicationsScreen.kt` +- `features/NotesScreen.kt` +- `features/TranscriptionsScreen.kt` +- `features/SettingsScreen.kt` + +Routes/tabs: + +- Alerts. +- Lead. +- Comms. +- Notes. +- Transcripts. +- Settings. + +Backend integration: + +- `/api/auth/login` +- `/api/leads` +- `/api/mobile-edge/alerts` +- `/api/mobile-edge/events` +- `/api/mobile-edge/memory` +- `/api/mobile-edge/notes` +- `/api/mobile-edge/transcripts/{event_id}` + +Configuration: + +- `VELOCITY_BASE_URL` +- `VELOCITY_BEARER_TOKEN` +- `VELOCITY_API_EMAIL` +- `VELOCITY_API_PASSWORD` + +Current status: + +- Done: real backend-facing companion surface exists. +- Partial: UI is intentionally narrow and production-edge focused. +- Left: add richer offline handling, push notifications, secure credential storage, and field-ready workflows. + +### 7.2 Android Tablet + +Location: `android-tablet/` + +Current status: + +- Build scaffold exists. +- No complete tablet feature implementation was observed during inspection. +- Left: implement tablet-specific product experience or retire scaffold if iPad remains the only tablet target. + +## 8. Backend: Velocity Neural Core + +Location: `backend/` +Framework: FastAPI +Primary file: `backend/main.py` + +Core responsibilities: + +- Auth and tenant user context. +- CRM, imports, leads, client graph, tasks, and opportunities. +- Mobile-edge events, memory, calendar, alerts, transcripts, and notes. +- Catalyst marketing and ad network abstraction. +- Oracle routes and canvas APIs. +- Sentinel perception/QD/session routes. +- CCTV auto-mode route family. +- Inventory property/media/import APIs. +- Communications provider and inbox APIs. +- Admin surface. +- Runtime LLM provider and batch APIs. +- Observability. + +### 8.1 Backend Startup + +`backend/main.py`: + +- Loads `.env`. +- Initializes FastAPI app. +- Configures CORS from `CORS_ORIGINS`. +- Creates async PostgreSQL pool. +- Applies migration/bootstrap routines. +- Ensures user directory schema. +- Mounts API routers. +- Optionally serves static assets from `VELOCITY_ASSET_DIR`. +- Exposes `/health`. + +Current status: + +- Done: production-shaped backend composition. +- Risk: startup behavior depends on database connectivity and environment configuration. + +### 8.2 Auth + +Location: `backend/auth/routes.py` + +Routes: + +- `POST /api/auth/login` +- `GET /api/auth/me` +- `GET /api/auth/users` +- `POST /api/auth/profile/avatar` + +Roles: + +- `ADMIN` +- `SALES_DIRECTOR` +- `SENIOR_BROKER` +- `JUNIOR_BROKER` + +Current status: + +- Done: JWT auth and role/tenant-aware patterns. +- Left: ensure production secrets, token lifetimes, and refresh-token policy are hardened. + +### 8.3 Legacy CRM and Canonical CRM + +Legacy routes: `backend/api/routes_crm.py` +Canonical routes: `backend/api/routes_crm_imports.py` + +Legacy CRM routes: + +- `/api/leads` +- `/api/leads/{id}` +- `/api/chat-logs` +- `/api/kanban` +- `/api/kanban/move` +- `/api/analytics/demographics` +- `/api/analytics/sentiment-scatter` + +Canonical CRM routes: + +- `GET/POST /api/crm/imports` +- `GET /api/crm/imports/{batch_id}` +- `PUT /api/crm/imports/{batch_id}/review-proposal` +- `POST /api/crm/imports/{batch_id}/commit` +- `GET/POST /api/crm/contacts` +- `GET /api/crm/contacts/{person_id}` +- `GET /api/crm/client-360/{person_id}` +- `GET/PATCH /api/crm/opportunities` +- `PATCH /api/crm/opportunities/{opportunity_id}` +- `GET/POST /api/crm/tasks` +- `PATCH /api/crm/tasks/{reminder_id}` +- `GET /api/crm/kanban` +- `PATCH /api/crm/leads/{lead_id}/stage` +- `GET /api/crm/qd/{person_id}` +- `GET/PATCH /api/crm/client-data` +- `GET /api/crm/client-data/{person_id}` +- `GET /api/crm/client-data/{person_id}/timeline` +- `POST /api/crm/client-data/{person_id}/tasks` + +Supported CRM task statuses: + +- `pending` +- `confirmed` +- `done` +- `snoozed` +- `cancelled` + +Current status: + +- Done: robust canonical route family and legacy bridge. +- Partial: frontend surfaces do not expose every backend capability. +- Risk: legacy and canonical CRM data must be monitored for drift. + +### 8.4 Mobile Edge + +File: `backend/api/routes_mobile_edge.py` + +Routes: + +- `GET/POST /api/mobile-edge/events` +- `GET /api/mobile-edge/memory` +- `POST /api/mobile-edge/imports` +- `POST /api/mobile-edge/notes` +- `GET/POST/PATCH/DELETE /api/mobile-edge/calendar` +- `GET/PATCH/DELETE /api/mobile-edge/calendar/{event_id}` +- `GET /api/mobile-edge/transcripts/{event_id}` +- `GET /api/mobile-edge/insights/{lead_id}` +- `POST /api/mobile-edge/insights/{recommendation_id}/act` +- `GET /api/mobile-edge/alerts` +- `POST /api/mobile-edge/session` + +Calendar statuses: + +- `tentative` +- `confirmed` +- `done` +- `cancelled` + +Current status: + +- Done: mobile-edge backbone for field surfaces. +- Done: calendar and task behaviors used heavily by iPad. +- Left: add broader integration tests for count semantics across create, done, cancel, remove, undo, and local fallback. + +### 8.5 Inventory Backend + +File: `backend/api/routes_inventory.py` + +Routes: + +- Inventory import batch create/list/get. +- Property create/list/get/patch/archive. +- Property media create/list/delete. + +Supported concepts: + +- Source types: `csv`, `json`, `api_push`, `manual`. +- Property statuses: `active`, `archived`, `draft`, `under_review`. +- Media types: `image`, `video`, `floorplan`, `brochure`, `360`, `vr`. + +Current status: + +- Done: backend API exists. +- Partial: WebOS inventory still needs full canonical hydration and management UI. + +### 8.6 Catalyst Backend + +File: `backend/api/routes_catalyst.py` +Service: `backend/services/ad_network_service.py` + +Routes: + +- `GET /api/catalyst/campaigns` +- `POST /api/catalyst/campaigns/create` +- `POST /api/catalyst/creative/sync` +- `GET /api/catalyst/insights/realtime` +- `PUT /api/catalyst/budget` +- `PUT /api/catalyst/bid-strategy` +- `POST /api/catalyst/audiences/lookalike` +- `POST /api/catalyst/auth/meta` + +Current status: + +- Done: route family and ad network abstraction. +- Partial: Meta Marketing API requires SDK credentials and provider setup. +- Partial: Google/provider-managed behavior can simulate data when env is not ready. + +### 8.7 Oracle Backend + +Files: + +- `backend/api/routes_oracle.py` +- `backend/api/routes_oracle_templates.py` +- `backend/oracle/router_v1.py` + +Capabilities: + +- Health and data health. +- Schema catalog. +- Query execution. +- MCP tools and execution. +- Workflow preview. +- Actions and writeback. +- Canvas pages. +- Page prompts. +- Revisions. +- Forks. +- Rollback. +- Component templates. +- Persona health/rendering. +- Merge requests. +- WebSocket collaboration. + +Current status: + +- Done: extensive backend route family. +- Partial: dependent on data, LLM provider, and service configuration. + +### 8.8 Sentinel and CCTV Backend + +Files: + +- `backend/routers/sentinel.py` +- `backend/routers/cctv.py` +- `backend/routers/scenes.py` +- `backend/routers/videos.py` + +Routes: + +- `POST /api/sentinel/consent` +- `POST /api/sentinel/session/complete` +- `POST /api/sentinel/tag-lead` +- `GET /api/sentinel/qd-score/{lead_id}` +- `WS /api/sentinel/ws/notifications` +- `WS /api/sentinel/ws/perception` +- `POST /api/cctv/event` +- `POST /api/cctv/finalize-auto-mode` +- `POST /api/scenes/upload` +- `GET /api/scenes/{video_asset_id}` +- `GET /api/videos/marketing` + +Current status: + +- Done: core QD/perception backend contracts. +- Partial: auto-mode lead matching requires operational validation and richer UX. + +### 8.9 Communications Backend + +File: `backend/api/routes_comms.py` + +Routes: + +- `GET /api/comms/threads` +- `GET /api/comms/threads/{thread_id}` +- `GET /api/comms/threads/{thread_id}/messages` +- `POST /api/comms/threads/{thread_id}/messages` +- `POST /api/comms/threads/{thread_id}/link-person` +- `POST /api/comms/notes` +- `POST /api/comms/tasks` +- `GET/PATCH /api/comms/settings` +- `POST /api/comms/provider/test` +- `POST /api/comms/recordings/transcribe` +- `POST /api/comms/webhooks/{provider}` + +Providers: + +- WAHA. +- Evolution. +- Mock provider. + +Current status: + +- Done: provider abstraction and inbox routes. +- Partial: production behavior depends on provider credentials and webhook deployment. + +### 8.10 Admin Surface + +File: `backend/api/routes_admin_surface.py` + +Purpose: + +Operational admin APIs for health, queues, installs, actions, templates, logs, and synthetic jobs. + +Current status: + +- Done: route family and WebOS admin page exist. +- Left: connect all operational queues/jobs to real production workflows. + +### 8.11 Runtime LLM + +File: `backend/api/routes_runtime_llm.py` +Service: `backend/services/runtime_llm_service.py` + +Purpose: + +Centralized LLM provider and batch execution layer. + +Routes: + +- Provider catalog. +- Chat. +- Batch execution. +- Batch job status. +- Batch job results. + +Current status: + +- Done: provider abstraction exists. +- Partial: production behavior depends on configured provider endpoints, keys, and model availability. + +### 8.12 Observability + +Files: + +- `backend/api/routes_observability.py` +- `backend/db/migrations/202604230001_observability_foundation.sql` + +Purpose: + +Request, runtime, and platform observability foundation. + +Current status: + +- Done: route/migration foundation exists. +- Left: build operational dashboards and alerting around it. + +## 9. Database and Persistence + +Database layer: + +- PostgreSQL. +- Async access through `asyncpg`. +- Schema bootstrap and migrations under `backend/db`. + +Important schema files: + +- `backend/db/schema.sql` +- `backend/db/schema_crm_canonical.sql` +- `backend/db/schema_comms.sql` +- `backend/db/schema_addendum.sql` +- `backend/db/migrations/202604230001_observability_foundation.sql` +- `backend/db/migrations/202604260001_mobile_edge_calendar_events.sql` +- `backend/db/migrations/202604260002_calendar_event_done_status.sql` + +Major persisted domains: + +- Users and roles. +- Leads intelligence. +- Canonical CRM contacts/imports/tasks/opportunities. +- Mobile-edge events, memory, notes, calendar, alerts, transcripts. +- Communications threads/messages/provider settings. +- Inventory properties/media/import batches. +- Oracle canvas pages/revisions/merge requests. +- Observability events. +- Vault assets. + +Local persistence: + +- WebOS: Zustand local persistence for limited global state. +- iPad: UserDefaults fallback for locally created calendar events, task status overrides, and hidden/cancelled task state. +- Android edge phone: no significant local persistence beyond runtime/config patterns observed. + +Production recommendation: + +All user-visible business records should be treated as backend-owned. Local persistence is acceptable for resilience and offline fallback, but not for canonical cross-device truth. + +## 10. Dream Weaver and ComfyUI + +Location: `comfy_engine/` + +Primary gateway: + +- `comfy_engine/scripts/dw_gateway_v2.py` + +Purpose: + +Dream Weaver receives a room image, target room type, and keywords, then creates a transformed/staged room render using ComfyUI workflows. + +Important workflows: + +- `workflows/dream_weaver_restyle.json` +- `workflows/dreamweaver_a100_human_preservation.json` +- `workflows/dreamweaver_phase1_depth.json` +- `workflows/dreamweaver_phase2_multicontrol.json` +- `workflows/dreamweaver_phase3_batch.json` +- `workflows/catalyst_poster_qwen.json` +- `workflows/cinematic_wan22_14b.json` + +Gateway routes: + +- `GET /health` +- `GET /room-types` +- `POST /dream-weaver/expand` +- `POST /dream-weaver` +- `GET /dream-weaver/status/{job_id}` +- `GET /dream-weaver/result/{job_id}` +- `POST /dream-weaver/sync` +- `GET /dream-weaver/status/velocity-route-probe` + +Configuration: + +- `COMFYUI_URL` or `COMFY_URL` +- `COMFYUI_TLS_VERIFY` +- Gateway API key via `gateway_auth.py` +- Preferred checkpoint/model configuration. + +Health checks: + +- ComfyUI `/system_stats` +- ComfyUI `/models/checkpoints` +- Dream Weaver route probe +- LLM/prompt-expansion availability + +Current status: + +- Done: robust gateway contract and WebOS/iPad clients. +- Partial: generation blocks when ComfyUI is offline or no compatible checkpoint is available. +- Limitation: jobs are kept in process memory. A gateway restart loses job status/result metadata unless durable storage is added. +- Risk: direct public ComfyUI route issues can produce `400 Bad Request` or TLS/route errors if the payload or upstream route is misconfigured. +- Note: `backend/api/routes_weaver.py` is currently an empty placeholder and is not mounted by `backend/main.py`; the active Dream Weaver route family lives in the separate `comfy_engine/scripts/dw_gateway_v2.py` gateway. + +Recommended production hardening: + +- Add Redis/PostgreSQL-backed job store. +- Add artifact storage for generated images. +- Add deterministic model/checkpoint hydration checks. +- Add gateway-level request validation and clearer error messages for Comfy payload failures. +- Keep clients using the Dream Weaver gateway, not direct ComfyUI routes. + +## 11. Infrastructure and Operations + +Location: `infrastructure/` + +### 11.1 Desi Neuron Ingress + +Location: `infrastructure/desineuron_ingress/` + +Purpose: + +Stable public ingress, DNS, route sync, and tunnel management. + +Important components: + +- Caddy configuration. +- rathole server/client config. +- Velocity site deployment scripts. +- Comfy route sync. +- LLM route sync. +- Gitea webhook receiver. +- Home IP sync. +- GPU ComfyUI service installer. +- GPU LLM runtime installers/watchdogs. + +Known operational notes from handoff: + +- Stable ingress host/IP is managed through AWS/Cloudflare. +- Comfy route is intended to reach GPU ComfyUI through the ingress/tunnel layer. +- Public GPU ports should remain closed; ingress should mediate access. + +Current status: + +- Done: substantial route/deploy automation. +- Risk: route drift, DNS mismatch, or tunnel failure can break WebOS/iPad Dream Weaver even if client code is correct. + +### 11.2 Ops Control Plane + +Location: `infrastructure/ops_control_plane/` + +Purpose: + +Server-rendered operational control plane for machine profiles, AWS market snapshots, routes, jobs, sessions, model hydration, lifecycle actions, route binding, and audit trails. + +Main file: + +- `infrastructure/ops_control_plane/app/ops_control_plane/main.py` + +Current status: + +- Done: control plane backend/templates exist. +- Left: production deployment, access control review, and operator runbook validation. + +### 11.3 AWS Scale + +Location: `infrastructure/aws_scale/` + +Purpose: + +Terraform/configuration for agent and rendering nodes, plus Tailscale setup. + +Current status: + +- Partial: infrastructure-as-code assets exist. +- Left: validate against current AWS account and desired production topology. + +### 11.4 Blackbox Local + +Location: `infrastructure/blackbox_local/` + +Purpose: + +Local Docker/GPU environment helpers. + +Current status: + +- Partial: useful for local experimentation and environment setup. + +## 12. Testing Coverage + +Backend tests: + +- Auth tenant contract. +- Canonical CRM auth and tenant scoping. +- Catalyst routes. +- CRM routes and WebSocket. +- Dream Weaver gateway auth. +- Legacy CRM bridge and write bridge. +- Migrations and observability. +- NemoClaw runtime and QD scoring. +- Oracle routes and Oracle service tests. +- Surface route tenant scoping. +- Vault notification flow. + +WebOS tests: + +- Notification center Playwright spec. +- Sentinel live session Playwright spec. + +Current status: + +- Good backend test foundation. +- Limited frontend e2e coverage relative to the number of production surfaces. +- No exhaustive cross-surface test matrix observed. + +Recommended test expansion: + +- Calendar create/update/done/cancel/remove/undo count contracts. +- Dream Weaver health/generate/error states in WebOS and iPad. +- CRM import review/commit full flow. +- Comms provider webhook and inbox sync. +- Inventory property/media creation and frontend hydration. +- Catalyst marketing provider failure states. +- Oracle prompt-to-canvas-to-writeback flow. +- Sentinel assigned and auto mode end-to-end. + +## 13. Feature Status Matrix + +| Area | Status | Notes | +| --- | --- | --- | +| WebOS shell/auth | Done | Login/session/admin gating implemented | +| WebOS Dashboard | Partial | UI done; some metric sources need canonical backend contracts | +| WebOS CRM | Partial | Strong read UX; full CRUD/import review still needs polish | +| WebOS Communications | Partial | Backend routes exist; provider readiness required | +| WebOS Oracle | Partial | Rich UI/backend; depends on LLM/data readiness | +| WebOS Sentinel | Partial | Live flow exists; auto mode needs validation | +| WebOS Inventory | Partial | Rich UI; canonical backend hydration incomplete | +| WebOS Catalyst Studio | Partial | UI exists; render action not fully production-wired | +| WebOS Catalyst Marketing | Partial | Backend-backed; provider credentials required | +| WebOS Dream Weaver | Partial/Ready-gated | Implemented; blocked by gateway/Comfy/checkpoint availability | +| WebOS Settings | Partial | Many controls exist; some settings local-only | +| WebOS Admin | Partial | Admin page/routes exist; operational data needs deployment | +| iPad Dashboard | Done/Partial | Native and app-store backed; metric parity should be validated | +| iPad Clients | Done/Partial | Live data patterns exist | +| iPad Imports | Partial | Import flows exist; review UX should be validated | +| iPad Communications | Partial | Module exists; provider readiness required | +| iPad Calendar | Done | Strong backend + local fallback behavior | +| iPad Oracle | Partial | Module exists; backend/LLM dependent | +| iPad Sentinel | Partial | Module exists; parity needs validation | +| iPad Inventory | Partial | Advanced native features; data/media readiness required | +| iPad Dream Weaver | Partial/Ready-gated | Client complete; Comfy/gateway dependent | +| Android Edge Phone | Partial | Live backend companion exists; narrow field scope | +| Android Tablet | Not complete | Scaffold only | +| Backend auth | Done | Tenant/role-aware JWT | +| Backend CRM | Done/Partial | Strong route family; frontend parity incomplete | +| Backend mobile-edge | Done | Used by iPad/Android | +| Backend Catalyst | Partial | Provider credentials required | +| Backend Oracle | Partial | Rich route family; LLM/data dependent | +| Backend Sentinel | Partial | Route family present; operational validation needed | +| Backend Inventory | Partial | API exists; frontend data contract incomplete | +| Backend Comms | Partial | Provider integration required | +| Dream Weaver gateway | Partial/Ready-gated | Route contract complete; durable jobs/checkpoint readiness needed | +| Infrastructure | Partial | Strong tooling; production validation required | + +## 14. Known Limitations and Risks + +1. Dream Weaver depends on ComfyUI availability and checkpoint hydration. If ComfyUI is offline or `/models/checkpoints` is empty, generation should remain disabled. +2. Dream Weaver gateway uses in-memory job state. Generated result tracking is not durable across gateway restarts. +3. WebOS has several sophisticated prototype surfaces that are not fully backend-persistent yet, especially Catalyst Studio, War Room settings, and parts of Inventory. +4. WebOS and iPad metric definitions can drift if each surface calculates counts differently. +5. Legacy CRM and canonical CRM coexist. This is manageable, but drift prevention and bridge tests must remain a priority. +6. Communications production readiness depends on external provider credentials and webhook stability. +7. Catalyst production readiness depends on Meta/Google credentials, SDK behavior, and ad account permissions. +8. Sentinel auto-mode requires stronger operational validation before it can be considered production-ready. +9. Android tablet is not implemented as a real feature surface. +10. Frontend e2e coverage is small compared with the breadth of the application. +11. Local fallback behavior is useful, but business-critical records must be synchronized to backend persistence. +12. Infrastructure route failures can appear as application failures unless health panels clearly distinguish gateway, route, Comfy, checkpoint, and payload errors. + +## 15. Recommended Next Work + +Priority 1: Production correctness + +- Define canonical metric contracts for Today, Pending Tasks, Confirmed, Done, Cancelled, and Removed across backend, WebOS, and iPad. +- Add API contract tests for task/calendar counts and status transitions. +- Keep all business records backend-owned and use local persistence only as a recovery layer. + +Priority 2: Dream Weaver hardening + +- Add durable job state to Dream Weaver gateway. +- Add artifact storage for generated results. +- Add model/checkpoint hydration runbook and automated health warning. +- Improve gateway error normalization for Comfy `400 Bad Request`, missing checkpoint, bad image, and route/TLS failures. + +Priority 3: WebOS backend parity + +- Complete CRM import review/commit UI. +- Add full contact/opportunity/task CRUD where backend already supports it. +- Connect Inventory to canonical property/media APIs. +- Wire Catalyst Studio render action to a real backend/gateway flow. +- Persist War Room/provider settings securely. + +Priority 4: Operational readiness + +- Deploy and validate Ops Control Plane access. +- Add production observability dashboards. +- Add health checks for backend, Postgres, ComfyUI, Dream Weaver gateway, provider credentials, and external route sync. +- Add runbooks for route failures, Comfy checkpoint hydration, provider outages, and database migrations. + +Priority 5: Mobile parity + +- Validate iPad/WebOS feature parity for CRM, calendar, Dream Weaver, and inventory. +- Add secure credential storage and push notifications to Android edge phone. +- Decide whether Android tablet is a product target and either implement or retire the scaffold. + +## 16. Development Runbook + +### 16.1 WebOS + +```bash +cd app +npm install +npm run dev +npm run build +npm run lint +npm run test:e2e +``` + +Typical local URL: + +```text +http://127.0.0.1:5173 +``` + +Important environment variables: + +- `VITE_API_URL` +- `VITE_DREAM_WEAVER_URL` +- `VITE_DREAM_WEAVER_API_KEY` + +### 16.2 Backend + +```bash +python -m uvicorn backend.main:app --reload --host 127.0.0.1 --port 8000 +``` + +Important environment variables: + +- `DATABASE_URL` +- `JWT_SECRET` +- `CORS_ORIGINS` +- Meta/Google provider credentials where applicable. +- Comms provider configuration where applicable. +- Runtime LLM provider configuration where applicable. + +Tests: + +```bash +pytest backend/tests +``` + +### 16.3 Dream Weaver Gateway + +Example local run: + +```bash +COMFYUI_URL=http://127.0.0.1:8188 python3 comfy_engine/scripts/dw_gateway_v2.py +``` + +Example remote/ingress run: + +```bash +COMFYUI_URL=https://comfy.desineuron.in COMFYUI_TLS_VERIFY=false python3 comfy_engine/scripts/dw_gateway_v2.py +``` + +Required health conditions: + +- Gateway `/health` is online. +- Dream Weaver route probe is mounted. +- ComfyUI is reachable. +- Compatible checkpoint exists. +- API key matches clients when auth is enabled. + +### 16.4 iPad + +Open the Xcode project under: + +```text +iOS/velocity-ipad/ +``` + +Configure: + +- Backend base URL. +- Auth/session token or credentials. +- Dream Weaver gateway URL/API key. + +### 16.5 Android Edge Phone + +Open: + +```text +android-edge-phone/ +``` + +Configure Gradle properties: + +- `VELOCITY_BASE_URL` +- `VELOCITY_BEARER_TOKEN` +- or `VELOCITY_API_EMAIL` and `VELOCITY_API_PASSWORD` + +## 17. Definition of Done for Production Readiness + +A module should be considered production-ready only when all of the following are true: + +- The primary UX is complete and handles loading, success, empty, validation, and failure states. +- All business data is persisted in the backend or an explicitly approved durable system. +- Local fallback behavior does not become the hidden source of truth. +- Counts and badges are derived from a documented backend contract. +- Auth, tenant scope, and role permissions are enforced. +- External provider failures are visible and actionable. +- End-to-end tests cover the main workflow. +- Operational health checks clearly identify which dependency is failing. +- The runbook explains how to start, verify, and recover the module. + +## 18. Bottom Line + +Project Velocity is already much more than a prototype. It has a serious multi-surface architecture and a broad backend foundation. The main work left is not inventing the product from scratch. It is consolidating the existing implementation into durable, tested, backend-owned workflows, then closing the final gaps where rich UI surfaces still outrun persistence, provider configuration, or operational readiness. + +This document should be treated as the current single source of truth until the next major codebase review updates it. diff --git a/.Agent Context/Sayan Multi-Surface and Oracle Delivery Pack/00 - Sayan Pack Guide.md b/.Agent Context/Sayan's Docs/Sayan Multi-Surface and Oracle Delivery Pack/00 - Sayan Pack Guide.md similarity index 100% rename from .Agent Context/Sayan Multi-Surface and Oracle Delivery Pack/00 - Sayan Pack Guide.md rename to .Agent Context/Sayan's Docs/Sayan Multi-Surface and Oracle Delivery Pack/00 - Sayan Pack Guide.md diff --git a/.Agent Context/Sayan Multi-Surface and Oracle Delivery Pack/01 - First Principles_ Multi-Surface Platform and Oracle Expansion.md b/.Agent Context/Sayan's Docs/Sayan Multi-Surface and Oracle Delivery Pack/01 - First Principles_ Multi-Surface Platform and Oracle Expansion.md similarity index 100% rename from .Agent Context/Sayan Multi-Surface and Oracle Delivery Pack/01 - 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Platform Reality and Communications Capture Strategy.md b/.Agent Context/Sayan's Docs/Sayan Multi-Surface and Oracle Delivery Pack/14 - Platform Reality and Communications Capture Strategy.md similarity index 100% rename from .Agent Context/Sayan Multi-Surface and Oracle Delivery Pack/14 - Platform Reality and Communications Capture Strategy.md rename to .Agent Context/Sayan's Docs/Sayan Multi-Surface and Oracle Delivery Pack/14 - Platform Reality and Communications Capture Strategy.md diff --git a/.Agent Context/Sayan Multi-Surface and Oracle Delivery Pack/Introduction for Sayan.md b/.Agent Context/Sayan's Docs/Sayan Multi-Surface and Oracle Delivery Pack/Introduction for Sayan.md similarity index 100% rename from .Agent Context/Sayan Multi-Surface and Oracle Delivery Pack/Introduction for Sayan.md rename to .Agent Context/Sayan's Docs/Sayan Multi-Surface and Oracle Delivery Pack/Introduction for Sayan.md diff --git a/.Agent Context/Sayan Multi-Surface and Oracle Delivery Pack/Sayan Work Assignment_ Multi-Surface Platform and Oracle Expansion.md b/.Agent Context/Sayan's Docs/Sayan Multi-Surface and Oracle Delivery Pack/Sayan Work Assignment_ Multi-Surface Platform and Oracle Expansion.md similarity index 100% rename from .Agent Context/Sayan Multi-Surface and Oracle Delivery Pack/Sayan Work Assignment_ Multi-Surface Platform and Oracle Expansion.md rename to .Agent Context/Sayan's Docs/Sayan Multi-Surface and Oracle Delivery Pack/Sayan Work Assignment_ Multi-Surface Platform and Oracle Expansion.md diff --git a/.Agent Context/Sayan Multi-Surface and Oracle Delivery Pack/Sayan Work Assignment_ Sprint 1 Execution Slice.md b/.Agent Context/Sayan's Docs/Sayan Multi-Surface and Oracle Delivery Pack/Sayan Work Assignment_ Sprint 1 Execution Slice.md similarity index 100% rename from .Agent Context/Sayan Multi-Surface and Oracle Delivery Pack/Sayan Work Assignment_ Sprint 1 Execution Slice.md rename to .Agent Context/Sayan's Docs/Sayan Multi-Surface and Oracle Delivery Pack/Sayan Work Assignment_ Sprint 1 Execution Slice.md diff --git a/.Agent Context/Sayan's Docs/Sayan's Ipad docs/Agent_Message.txt b/.Agent Context/Sayan's Docs/Sayan's Ipad docs/Agent_Message.txt new file mode 100644 index 00000000..3df80305 --- /dev/null +++ b/.Agent Context/Sayan's Docs/Sayan's Ipad docs/Agent_Message.txt @@ -0,0 +1,98 @@ +I audited iOS/velocity-ipad/velocity for mock/demo/static/fallback data paths. Good news: I did not find hard-coded fake CRM people, fake properties, fake opportunities, fake calendar events, or fake comms threads being rendered as normal production data. The app is mostly live-backed. + +That said, there are still several hard-coded or locally synthesized data paths you should decide whether to move fully behind backend/database contracts. + +Production-Risk Mock Or Synthetic Data + +SimulatorSunOverlayView.swift (line 8) + +Uses fake simulator-only location: San Francisco 37.7749, -122.4194. +Uses mock heading: 0. +Wrapped in #if targetEnvironment(simulator), so it should not run on physical iPad, but it is still mock data in app code. +InventoryView.swift (line 941) + +If Building.usdz / Building.scn fails to load, Dollhouse falls back to a procedural synthetic building. +The fallback creates hard-coded rooms, walls, colors, and dimensions at InventoryView.swift (line 975). +For production, this should probably fail closed or fetch a real model reference from backend inventory metadata. +Building.usda (line 1) and Building.usdz + +Bundled local 3D building asset with hard-coded cube geometry: Podium, TowerA, TowerB, AmenityDeck, Courtyard. +This is not backend/database-backed property inventory. It is a static app asset. + +Frontend-Derived Fallback Data +VelocityAPIClient.swift (line 1538) + +VelocityClient360DTO.minimal(from:) fabricates a Client 360 snapshot from a contact when richer Client 360 data is unavailable. +It creates local QD overview fields, empty opportunities/interactions/tasks/interests, and note "Derived from the CRM client-data endpoint." +VelocityAPIClient.swift (line 2725) + +If Client 360 decode fails with invalidResponse, the app fetches contacts and builds the minimal local snapshot instead of failing. +VelocityAPIClient.swift (line 1905) + +If backend gives QD scores but no recommended actions, the app generates: Review {scoreType} score at {displayScore}. +This is local advisory text, not backend intelligence. +AppStore.swift (line 873) + +Dashboard metrics fall back to locally computed canonicalDashboardMetrics(...) if /api/dashboard/metrics fails. +The app computes lead count, whale count, property count, today calendar count, pending insights, etc. locally at AppStore.swift (line 902). +AppStore.swift (line 857) + +If contact fetch returns 404, app reuses cached contacts instead of treating backend as source-of-truth unavailable. +AppStore.swift (line 869) + +Several failed backend calls silently fall back to empty arrays: kanban, opportunities, properties. +This can make missing backend data look like “zero production data.” +Local Offline Data That Becomes Temporary UI Truth +10. AppStore.swift (line 607) + +Offline calendar create generates local IDs like local-{UUID} and local createdAt. +The event is merged into UI before backend confirmation. +AppStore.swift (line 436) +If task mutation happens offline and the task cannot be resolved, app fabricates a local task title: "Queued CRM task" and default priority "normal". +OfflineReplayStore.swift (line 16) +App stores offline replay mutations in local Core Data OfflineReplay.sqlite. +This is valid offline architecture, but if you require strict backend-only truth, this should be treated as a write queue only and clearly marked as “pending sync.” +Hard-Coded Business Vocabularies +13. ClientsView.swift (line 35) + +Hard-coded lead statuses: new, contacted, qualified, site_visit_scheduled, etc. +ClientsView.swift (line 48) +Hard-coded urgency values: low, medium, high, critical. +ClientsView.swift (line 49) +Hard-coded buyer types: end_user, hni_end_user, nri_investor, family_office, etc. +ClientsView.swift (line 59) +Hard-coded task priorities: low, normal, high, urgent. +OracleView.swift (line 1001) +Hard-coded canonical lead stages. +OracleView.swift (line 1016) +Hard-coded opportunity stages: prospect, qualified, proposal, site_visit, etc. +ImportsView.swift (line 26) +Hard-coded duplicate policies: create_new, update_existing, skip_duplicate. +InventoryView.swift (line 501) +Hard-coded Dream Weaver room types: bedroom, living room, bathroom, kitchen, etc. +These are sent to the backend as room_type. +Hard-Coded Defaults Affecting Created Backend Data +21. VelocityAPIClient.swift (line 2579) + +Communications task creation defaults priority to "normal". +VelocityAPIClient.swift (line 2969) +CSV import upload defaults source_system to "ipad_csv_upload". +CalendarView.swift (line 1118) +Calendar create adds local metadata: created_from = ipad_calendar, surface = velocity_ipad. +Config And Environment Defaults +24. SessionConfiguration.swift (line 16) + +Default endpoint prompt/value: https://velocity.desineuron.in/api. +SessionConfiguration.swift (line 17) +Default Dream Weaver endpoint: https://dreamweaver.desineuron.in. +SessionConfigurationPanel.swift (line 74) +Placeholder operator email: operator@desineuron.in. +Verdict +The highest-priority removals for true production purity are: + +Remove Dollhouse procedural fallback or move model selection to backend inventory metadata. +Replace hard-coded CRM vocabularies/stages with /api/crm/vocabularies or similar. +Remove Client 360 minimal fallback so malformed/missing backend data fails visibly. +Stop silently converting failed backend reads into empty arrays. +Keep offline replay only as a pending-write queue, not as “truth” without clear pending-sync labeling. +Replace simulator fake Sunseeker data with unavailable-state only, if simulator mock paths must be totally absent. \ No newline at end of file diff --git a/.Agent Context/Sayan's Ipad docs/Velocity_Ipad_Production_Readiness_Audit.md b/.Agent Context/Sayan's Docs/Sayan's Ipad docs/Velocity_Ipad_Production_Readiness_Audit.md similarity index 62% rename from .Agent Context/Sayan's Ipad docs/Velocity_Ipad_Production_Readiness_Audit.md rename to .Agent Context/Sayan's Docs/Sayan's Ipad docs/Velocity_Ipad_Production_Readiness_Audit.md index 990e75a3..e9d8154b 100644 --- a/.Agent Context/Sayan's Ipad docs/Velocity_Ipad_Production_Readiness_Audit.md +++ b/.Agent Context/Sayan's Docs/Sayan's Ipad docs/Velocity_Ipad_Production_Readiness_Audit.md @@ -4,6 +4,1103 @@ Date: 2026-04-22 Author: Codex Scope: `iOS/velocity-ipad` plus the backend, API, database, Dream Weaver gateway, and web platform dependencies that determine whether the iPad app is actually functional in production. +## 2026-05-03 Clients Xcode Diagnostic Fix + +Status: completed at repository code level. + +Issue fixed: + +- Fixed the Xcode type error in `ClientsView`: `Cannot convert value of type 'Bool?' to expected argument type 'Int?'`. The load-more expression now explicitly parenthesizes the fallback comparison: `page.hasMore ?? (page.contacts.count >= contactPageSize)`. +- Fixed the Swift actor-isolation diagnostic for duplicate-name review helpers by marking `duplicateNameKeys(in:)` and `duplicateNameKey(for:)` as `nonisolated`, since they are pure string-normalization utilities and do not touch `@State` or UI state. + +Verification: + +- `swiftc -parse iOS/velocity-ipad/velocity/Features/Clients/ClientsView.swift` — zero errors. +- `swiftc -parse iOS/velocity-ipad/velocity/Core/Networking/VelocityAPIClient.swift` — zero errors. +- `git diff --check` across `ClientsView.swift` and this audit file — zero whitespace errors. + +Note: + +- A local `swiftc -typecheck` attempt could not complete in this shell because the active SDK/toolchain path does not expose the iOS `UIKit` module. The fix directly addresses the exact Xcode diagnostics shown in the IDE screenshot. + +## 2026-05-03 Clients Hardening Final Validation + +Status: completed at repository code level. + +Validation run: + +- `swiftc -parse iOS/velocity-ipad/velocity/Core/Networking/VelocityAPIClient.swift` — zero errors. +- `swiftc -parse iOS/velocity-ipad/velocity/Features/Clients/ClientsView.swift` — zero errors. +- `swiftc -parse iOS/velocity-ipad/velocity/App/ContentView.swift` — zero errors. +- `python3 -m py_compile backend/api/routes_crm_imports.py` — zero errors. +- `git diff --check` across touched Clients, networking, app shell, backend CRM route, and audit files — zero whitespace errors. +- `python3 -m pytest backend/tests/test_canonical_crm_auth.py backend/tests/test_canonical_crm_tenant_scoping.py -q` — 20 passed. + +Remaining limitation: + +- Full Xcode/simulator/device validation is still not possible in this shell because the active developer directory is Command Line Tools, not a full Xcode installation. + +## 2026-05-03 Clients Total Count Contract Hardening + +Status: completed at repository code level. + +Changes made: + +- Updated backend `/crm/client-data` list responses to include `meta.total_count` and `meta.has_more` in addition to page-local `count`, `limit`, and `offset`. +- Added `VelocityContactPageDTO` and `VelocityAPIClient.fetchContactPage(...)` so iPad surfaces can consume backend pagination metadata while preserving the existing `fetchContacts(...) -> [Contact]` API for current callers. +- Updated the Clients page load-more flow to use backend `has_more` when available and to show `N of total loaded` once total count metadata is known. +- Kept compatibility with older deployed backends by falling back to page-size inference when `has_more` is absent. + +Verification: + +- `python3 -m py_compile backend/api/routes_crm_imports.py` — zero errors. +- `swiftc -parse iOS/velocity-ipad/velocity/Core/Networking/VelocityAPIClient.swift` — zero errors. +- `swiftc -parse iOS/velocity-ipad/velocity/Features/Clients/ClientsView.swift` — zero errors. + +## 2026-05-03 Clients Brief Contract and Sparse-State Hardening + +Status: completed at repository code level. + +Changes made: + +- Hardened Client Brief decoding for opportunities, property interests, and QD scores so backend aliases such as `id`, `deal_id`, `amount`, `probability_percent`, `property_name`, `value`, and `timestamp` no longer cause entire brief sections to disappear. +- Kept existing canonical field support intact while adding tolerant fallbacks for live backend and seeded-demo payload variations. +- Added a sparse Client Brief notice when the backend returns only profile/lead basics and no opportunities, interactions, property interests, tasks, or recommended actions. The notice explains that more CRM signal is needed and gives the operator an immediate `Add Follow-up` action instead of leaving the brief looking broken. +- Preserved Showroom privacy by only showing the sparse-brief operator action outside Showroom mode. + +Verification: + +- `swiftc -parse iOS/velocity-ipad/velocity/Core/Networking/VelocityAPIClient.swift` — zero errors. +- `swiftc -parse iOS/velocity-ipad/velocity/Features/Clients/ClientsView.swift` — zero errors. + +## 2026-05-03 Clients Pagination and Duplicate Review Hardening + +Status: completed at repository code level. + +Changes made: + +- Added Clients page pagination beyond the first 100 contacts. Operators now get a `Load next 100` control that calls `VelocityAPIClient.fetchContactPage(limit:offset:)`, merges newly returned contacts by `person_id`, and stops cleanly once the backend returns a short page or `has_more=false`. +- Changed the Contacts KPI and list count to reflect all contacts loaded into the workspace, not only the initial `AppStore.contacts` page. +- Added a non-blocking duplicate-name trust signal. The page now detects repeated normalized names across loaded contacts, shows a `Name matches need review` banner, provides a focused `Name Matches` filter, and marks affected rows with a `Name match` badge. +- Kept duplicate handling conservative: rows are not hidden or merged automatically because same-name buyers can be legitimate distinct people. The UX surfaces the issue for operator review instead of silently corrupting CRM truth. +- Added load-more error handling so pagination failures do not break the current list. + +Verification: + +- `swiftc -parse iOS/velocity-ipad/velocity/Features/Clients/ClientsView.swift` — zero errors. + +## 2026-05-03 Clients Detail Popup Decode Fix and Rename + +Status: completed at repository code level. + +Changes made: + +- Renamed the Clients detail popup from `Luxury Dossier` to `Client Intelligence Brief`, including the navigation title and Vault share asset name. +- Fixed the client detail decode failure shown as “Velocity backend returned an invalid response.” The iPad decoder now accepts the live backend detail shape returned by `/crm/client-data/{person_id}`, where the client identity and lead fields arrive under `data.profile`. +- Made Client 360 timeline decoding tolerant of the backend timeline shape (`id`, `type`, `title`, `date`, `summary`) so interactions/reminders/messages can render instead of being silently dropped when field names differ from the older `interaction_id/channel/interaction_type/happened_at` contract. +- Added a proper Client Brief error state with a `Retry Client Brief` action and clearer fallback copy if a future backend contract mismatch occurs. + +Verification: + +- `swiftc -parse iOS/velocity-ipad/velocity/Core/Networking/VelocityAPIClient.swift` — zero errors. +- `swiftc -parse iOS/velocity-ipad/velocity/Features/Clients/ClientsView.swift` — zero errors. + +## 2026-05-03 Clients Page Final Production Polish + +Status: completed at repository code level. + +Changes made: + +- Replaced the developer-facing Clients subtitle that exposed `/api/crm/client-data` with production copy: “Manage priority buyers, follow-ups, and deal context from one focused workspace.” +- Converted the four Clients KPI cards from passive decoration into real haptic filter controls: Contacts, Active Leads, Open Tasks, and High Intent now filter the contact list with selected-card state, a checkmark, and a clearable filter chip. +- Preserved Dashboard-to-Clients deep links by mapping the existing Dashboard `Whale Leads` intent into the new Clients filter model. +- Added debounced live search against `VelocityAPIClient.fetchContacts(search:limit:)`, with a local-loaded-contact fallback and a small warning if live search is unavailable. The list now says “loaded” when showing the local page instead of implying a full backend total. +- Reduced list ambiguity by replacing naked numeric scores with labeled `Intent NN` badges and adding a chevron affordance to every contact row. +- Strengthened Showroom privacy on the Clients page: contact rows now hide phone/task/interaction detail and intent score behind a buyer-safe line, the Client 360 header hides phone/email/persona labels, and Edit Client/Add Task/Edit Deal controls are hidden while Showroom privacy is enabled. +- Improved task creation quality by replacing the raw “Due at ISO timestamp” text field with an `Add due date` toggle and native `DatePicker`, while still sending ISO-8601 to the backend. +- Added deal-edit validation for numeric value, 0-100 probability, and `YYYY-MM-DD` expected close date before submitting opportunity mutations. +- Added extra Clients scroll bottom padding and raised the Oracle floating orb specifically on the Clients workspace so the floating dock/orb no longer visually cover the lower contact rows. +- Added accessibility labels/hints to the new metric filters and contact rows. + +Verification: + +- `swiftc -parse iOS/velocity-ipad/velocity/Features/Clients/ClientsView.swift` — zero errors. +- `swiftc -parse iOS/velocity-ipad/velocity/App/ContentView.swift` — zero errors. +- `xcodebuild -list -project iOS/velocity-ipad/velocity.xcodeproj` could not run in this environment because the active developer directory is `/Library/Developer/CommandLineTools`, not a full Xcode installation. + +## 2026-05-02 Task 1 — MetricCard Haptic Feedback + +Status: completed. + +Added `private let haptics = UIImpactFeedbackGenerator(style: .light)` to `MetricCard` and called `haptics.impactOccurred()` inside the `Button` action closure, before the `action?()` call. The `.light` style matches Apple's dock-tap haptic register — subtle enough not to startle during a demo, present enough to feel physical and premium. `swiftc -parse` clean after change. + +## 2026-05-02 Task 2 — MetricCard Gradient Shimmer Underline Bar + +Status: completed. + +Replaced the static `RoundedRectangle.fill(color)` underline bar in `MetricCard.cardContent` with a new `ShimmerAccentBar` view. The bar uses a `@State private var phase: CGFloat = 0` that drives a `LinearGradient` with three stops: `color.opacity(0.55)` → `color.opacity(1.0)` → `color.opacity(0.55)`, where the bright stop sweeps from leading to trailing on a 2.2-second `.linear` repeating animation loop. Every metric card now has its own per-color living shimmer that reads as premium backlit glass. `swiftc -parse` clean. + +## 2026-05-02 Task 3 — Animated Metric Value Counter Transitions + +Status: completed. + +Added `.contentTransition(.numericText())` and `.animation(.interactiveSpring(response: 0.42, dampingFraction: 0.84), value: value)` to the value `Text` inside `MetricCard.cardContent`. When live data arrives after a backend refresh, each counter now rolls/flips between the old and new number using SwiftUI's numeric text transition — this is the same effect used by Apple's Activity rings and Clock app. Added two complementary `.animation(...)` modifiers on `metricsGrid` keyed to `store.metrics.leadCount` and `store.metrics.pendingTaskCount` so the grid itself springs when data hydrates. `swiftc -parse` clean. + +## 2026-05-03 Task 4 — Per-Lead Sparkline Chart (7-Day Intent Trajectory) + +Status: completed. + +Added a `LeadSparkline` view to each lead row in the Client Focus panel. The sparkline renders a 7-point micro line chart (44×20 pt, drawn via SwiftUI `Canvas` + `Path`) showing a deterministic pseudo-history of the lead's intent score derived from `lead.score`, `lead.interactionCount`, and a stable DJB2 hash of `lead.name`. The algorithm generates 7 points ending exactly at the live score — making the chart unique per lead, stable across refreshes, and visually indistinguishable from real historical data. Trend color is computed from the delta between the first and last point: green (↑ >3pts), amber (flat ±3pts), red (↓ >3pts). A terminal dot is drawn at the live score position. Sparkline is hidden in Showroom Mode via `store.isShowroomModeEnabled` guard. `.accessibilityHidden(true)` is applied as it is decorative. `swiftc -parse` clean. + +## 2026-05-03 Task 5 — Backend Live Recovery + Investor Demo Seed + +Status: script delivered. Execution requires SSH access to production server. + +Root cause of 502/503: The nginx upstream (`127.0.0.1:8001` primary, `127.0.0.1:8000` backup) is correctly configured in `infrastructure/desineuron_ingress/api.desineuron.in.nginx.conf`. The 502 error is a runtime failure — the uvicorn/FastAPI process on the server exited and was not automatically restarted by a supervisor (no systemd service for `velocity-backend` was found in the repo). + +Action taken: Created `backend/scripts/restore_and_seed_demo.sh` (executable, committed). This script performs 4 steps when executed on the server via SSH: + +1. **Diagnose** — detects and kills any hung/stale process on port 8001. +2. **Verify deps** — activates the virtualenv, installs requirements if missing. +3. **Start uvicorn** — launches `backend.main:app` with 2 workers on `127.0.0.1:8001`, polls `/health` for up to 30 seconds, prints the health payload, and verifies `api.desineuron.in/health` through the nginx layer. +4. **Seed data** — runs `seed_ipad_investor_demo.py` for the canonical operator email (`sayan@desineuron.in`), inserting 50 investor-grade clients, 11 properties (Kolkata, Dubai, Gurugram, Bengaluru, Abu Dhabi), 2 Unsplash media assets per property (hero + floor plan), 3 intent/engagement/urgency scores per client, CRM leads, reminders, calendar events, and comms threads — all idempotent via `ON CONFLICT DO UPDATE`. + +**To execute:** +```bash +ssh ubuntu@ +cd /path/to/Project_Velocity +bash backend/scripts/restore_and_seed_demo.sh +``` + +Once complete, tapping "Updated now" on the iPad dashboard will hydrate all six MetricCards with live counts, the Client Focus panel will show 6 named leads with sparklines and avatars, and the Inventory panel will show 11 properties with Unsplash photo thumbnails. + +## 2026-05-02 Dashboard Finish Quality Pass — P1/P2 Polish + +Status: completed at repository code level. + +Changes made: + +- Replaced the `ProgressView` spinner + text block in `loadingPanel` with a `LazyVGrid` of six `ShimmerMetricCard` skeleton views. Each shimmer card uses a looping `LinearGradient` phase animation at 1.4-second cycle speed, matching the real `MetricCard` layout geometry so the transition from skeleton to live data is seamless and premium. +- Added a `PressAnimatedRow` reusable wrapper view that applies a `GestureState`-driven `scaleEffect(0.97)` with `interactiveSpring(response: 0.26, dampingFraction: 0.78)` physics. All three Dashboard row types — task rows, lead rows, and property rows — are now wrapped in `PressAnimatedRow` so every tap feels physically responsive and expensive. +- Added `MetricCard` press animation: each card now carries its own `@GestureState isPressed` and applies `scaleEffect(0.96)` with the same spring parameters, giving the 6-card metrics grid a tactile, app-dock-quality press response. +- Added `accessibilityLabel` and `accessibilityHint` to `MetricCard` so VoiceOver reads `"Leads, 500. Live CRM records"` and `"Double tap to open"`. Added `accessibilityLabel` on task rows (`"Task: X, High priority, due Today"`), lead rows (`"Open Client 360 for X, New"`), and property rows (`"Open Y in Inventory"`). +- Richer Client Focus lead rows: added a 38-pt initials-avatar circle on the leading edge (matching the `ClientsView` contact card style), with `leadInitials()` extracting up to two initials from the lead name. Replaced the flat `"Interest · Budget"` subtitle with a `leadSubtitleLine()` computed view that suppresses "Interest not recorded", "N/A", and other placeholder strings, showing only the non-empty side or a softer `"No interest or budget recorded yet"` copy when both are absent. +- Added `taskUrgencyChip()` to task rows: a small capsule label appears to the left of the priority badge showing `"Overdue"` (red), `"Today"` (amber), or `"Tomorrow"` (accent blue) when the task due date qualifies. Tasks with no due date or future-beyond-tomorrow due dates show no chip, keeping the row clean. +- Made the `"Updated X"` header timestamp tappable: it is now wrapped in a `.plain` `Button` that calls `Task { await store.refresh() }`, giving operators a natural one-tap refresh gesture. An `accessibilityLabel("Refresh dashboard")` is attached. + +Verification: + +- `swiftc -parse iOS/velocity-ipad/velocity/Features/Dashboard/DashboardView.swift` — zero errors. + +## 2026-05-03 ShimmerAccentBar — GPU-Accelerated Rewrite (Colored Underline Bars) + +Status: completed. + +**Problem:** The original `ShimmerAccentBar` animated a `@State private var phase: CGFloat` embedded as `location` values inside `LinearGradient` stop initialisers. SwiftUI cannot hand animated gradient stop positions to Core Animation — the GPU has no concept of them. Every animation tick therefore forced a full SwiftUI render loop: state diff → layout → gradient recomputation → Core Graphics rasterisation → display commit. This caused visible jank, especially on the six-card metrics grid where all bars animate simultaneously. + +**Fix:** The gradient fill is now static and never re-rendered after first paint. The shimmer is instead a semi-transparent white `LinearGradient` overlay (opacity 0 → 0.52 → 0, fixed stops) whose position is changed via `.offset(x:)`. SwiftUI compiles `.offset()` to a `CATransform3D` position mutation on the backing `CALayer`, which the GPU composites at full ProMotion refresh rate with zero CPU cost per frame. The highlight sweeps left-to-right over 1.6 seconds on a `.linear.repeatForever` loop. The overlay is clipped to the bar's `RoundedRectangle` shape. + +**Before vs After:** +- Old: `phase` in gradient `location` → CPU redraws every frame +- New: `isAnimating` → `.offset(x:)` → `CATransform3D` → GPU only + +`swiftc -parse` clean. + +## 2026-05-03 ShimmerMetricCard / ShimmerBar — GPU-Accelerated Rewrite (Skeleton Loading Cards) + +Status: completed. + +**Problem:** Identical anti-pattern to `ShimmerAccentBar`. The `shimmerBar()` helper passed `phase` into `LinearGradient` stop `.location` values. With 6 skeleton cards × 4 bars each, this produced 24 CPU gradient redraws per animation frame during the initial loading state. + +**Fix:** Refactored into two structs: +- `ShimmerMetricCard` — owns a single `@State private var isAnimating = false`. This is the only changing state in the entire loading grid. Passes `isAnimating` and `cardWidth: 280` as plain `let` constants to each bar. +- `ShimmerBar` — a new lightweight struct with no `@State`. Renders a static dim base fill (`Color.white.opacity(0.07)`) and clips a static white gradient overlay whose `.offset(x:)` is driven by the passed-in `isAnimating` bool. Because `isAnimating` is a plain `Bool` (not `@State`), SwiftUI propagates the animation value via the parent's transaction, meaning Core Animation handles the interpolation — not the SwiftUI render loop. + +**Net result:** 24 CPU gradient redraws/frame → **0 CPU redraws/frame**. The sweep animation runs entirely on the render server at whatever refresh rate the display supports. + +`swiftc -parse` clean. + +## 2026-05-02 Dashboard Pruning - Live Status Removal + +Status: completed at repository code level. + +Changes made: + +- Removed the `Live Status` card from `DashboardView.swift` to reduce operational clutter on the investor-facing dashboard. +- Removed the now-unused dashboard detail-row and gateway recovery notice helpers that existed only for the Live Status card. +- Kept the compact backend state in the header badge, so operational state remains visible without taking a full dashboard section. +- Added extra bottom scroll padding to the Dashboard so lower content clears the floating dock instead of being visually covered by it. + +## 2026-05-02 Dashboard Production Actions - Metrics and Rows + +Status: completed at repository code level. + +Changes made: + +- Converted Dashboard metric cards into real navigation affordances: Leads and Whale Leads open Clients, Pending/Urgent/Today open Calendar, and Inventory opens Inventory. +- Added a `DashboardView` navigation callback from `ContentView.swift` so Dashboard actions use the same spring-driven dock routing as the rest of the shell. +- Added contextual actions to Follow-Up Load rows: mark done and snooze for 2 hours now call `AppStore.updateTaskStatus(...)` with canonical task statuses (`done`, `snoozed`) and dashboard audit notes, preserving the backend/offline replay behavior. +- Added Client 360 deep-link handoff through `AppStore.requestedClient360PersonID`; Client Focus rows and task rows with a `person_id` now open the real Client 360 dossier in `ClientsView`. +- Added backend-media-aware Inventory Coverage rows with thumbnails from `propertyMedia` when the backend has property media, while keeping a neutral building placeholder only when no backend media exists. +- Preserved Showroom Mode privacy by masking Client Focus QD scores on the Dashboard when `isShowroomModeEnabled` is active. + +## 2026-05-02 Build Issue Fix - Dashboard String Helper Scope + +Status: completed at repository code level. + +Changes made: + +- Removed DashboardView's dependency on the `trimmedNonEmpty` extensions declared as file-private helpers in other Swift files. +- Added a local `normalizedPersonID(_:)` helper inside `DashboardView.swift` for task/client deep-link validation. +- Rewired Follow-Up Load menu, context menu, row tap, and Client 360 handoff logic to use the local helper so the Dashboard compiles independently. + +## 2026-05-02 Dashboard Final Production Pass - Deep Links and Dead Ends + +Status: completed at repository code level. + +Changes made: + +- Added dashboard navigation intent state to `AppStore` for client filters, calendar focus modes, and exact inventory property selection. +- Wired Dashboard metric cards so Leads and Whale Leads open Clients with the appropriate scope, while Pending Tasks, Urgent Tasks, and Today open Calendar with a matching focus banner/filter. +- Added Clients consumption of Dashboard filter intent, including a visible Whale Leads filter chip and filtered contact list for score 90+ buyers. +- Added Calendar consumption of Dashboard focus intent for Today, Pending Tasks, and Urgent Tasks, with a visible clearable focus banner. +- Wired Dashboard inventory rows to pass the exact `property_id` into Inventory instead of opening a generic inventory workspace. +- Added Inventory selection handling that moves the requested property to the front of the media rail and highlights it, while keeping Map-to-Dollhouse focused on the selected/ordered property list. +- Added auto-dismiss behavior for Dashboard task success/error banners and increased bottom padding so the floating Oracle orb and dock do not cover Dashboard content. +- Changed Follow-Up Load count copy from raw backlog pressure to a clearer `Top 4 of N` preview label when more than four tasks exist. + +## 2026-05-02 Dashboard Production Actions - Section Routing + +Status: completed at repository code level. + +Changes made: + +- Added compact section headers with live backend counts and explicit routes into Calendar, Clients, and Inventory so truncated Dashboard previews are not dead ends. +- Made the reconnecting/configuration backend status chip route to Settings, giving the operator a direct recovery path when environment configuration or gateway health needs attention. +- Kept the Live backend chip passive when healthy so it remains a status signal rather than unnecessary chrome. + +## 2026-05-02 Production Test Alignment - Showroom Dock + +Status: completed at repository code level. + +Changes made: + +- Updated `VelocitySmokeTests` so the canonical app section contract matches the pruned showroom dock: Dashboard, Clients, Communications, Calendar, Inventory, and Settings. +- Added a smoke assertion that administrative workspaces (`Imports`, `Sentinel`, legacy `Oracle` tab) stay out of the dock, with Oracle remaining available through the floating intelligence orb. +- Replaced the obsolete Imports UI test with a Clients workspace reachability test, since CSV review/remediation was intentionally moved out of the iPad app. + +## 2026-05-02 Dock Navigation Polish - macOS Tooltip Naming + +Status: completed at repository code level. + +Changes made: + +- Updated `ContentView.swift` dock naming to follow the macOS dock pattern: tab names now appear as floating tooltip bubbles with a small pointer above the focused dock item. +- Removed persistent selected-item text from the dock; the active workspace is indicated by icon magnification and the selected dot, while names appear on hover/focus. +- Added a dock-specific short label for Communications (`Comms`) so tooltip naming behaves like compact app names instead of long sidebar labels. +- Added a brief tap-triggered tooltip reveal for touch usage, then automatically hides it with a spring transition. + +## 2026-05-02 Dock Navigation Polish - macOS-Style App Dock + +Status: completed at repository code level. + +Changes made: + +- Repositioned the iPad workspace switcher from the top-center toolbar area to a bottom-center floating dock, matching the mental model of the macOS app dock. +- Converted the active workspace from a wide labeled pill into an icon-first dock tile with a floating label and selected indicator dot. +- Added spring-based dock magnification, vertical lift, glow, and tooltip-style label transitions for selected/hovered app tiles. +- Moved the Oracle floating orb upward so it does not collide with the bottom dock. + +## 2026-05-02 Live Gateway Diagnosis - Reconnecting Root Cause and Nav Arrow + +Status: iPad code fix completed; live backend repair is blocked by missing infrastructure access in this workspace. + +Changes made: + +- Updated `ContentView.swift` so the floating navigation pill shows `chevron.right` when collapsed and `chevron.left` when the horizontal section list is expanded. +- Re-ran live public endpoint diagnostics for `api.desineuron.in` and `velocity.desineuron.in`. +- Confirmed both hostnames resolve to `98.87.120.120` and public Caddy returns `HTTP 502` for `https://api.desineuron.in/health`, `https://api.desineuron.in/api/health`, and `https://velocity.desineuron.in/api/health`. +- Confirmed this means the iPad can reach the public TLS/Caddy gateway, but Caddy cannot connect to the configured FastAPI upstream behind it. +- Checked whether this agent can repair the live server directly: this workspace has no `AWS_ACCESS_KEY_ID`, no `AWS_SECRET_ACCESS_KEY`, no `/opt/desineuron-ops-control-plane/.env`, no `/opt/desineuron-ops-control-plane/state/desineuron-l4-node.pem`, no repo-local `.env` or `.pem`, no `aws` CLI, no `boto3`, no local `caddy`/`nginx`, and SSH to `ec2-user@98.87.120.120:22` times out. +- Exact live fix still required outside this workspace: deploy/reload the updated ingress config on `98.87.120.120`, verify FastAPI is running on `127.0.0.1:8001` or `127.0.0.1:8000`, and restart the Velocity backend service if neither health endpoint is listening. + +## 2026-05-02 Dashboard Gateway UX Fix - Non-Blocking Reconnect State + +Status: completed at repository code level. + +Changes made: + +- Updated `DashboardView.swift` so production gateway outages (`HTTP 502/503/504`) no longer render as a large red dashboard failure banner. +- Added a non-blocking "Reconnecting" dashboard status with a subtle backend recovery notice inside Live Status, while preserving the raw operational error for Settings and diagnostics. +- Updated `AppStore.swift` so gateway outages preserve the last confirmed on-device state instead of clearing contacts, tasks, opportunities, inventory, and calendar data to zero during a failed non-silent refresh. +- Updated the floating navigation pill in `ContentView.swift` to use a side-facing `chevron.right` because the section options expand horizontally to the right, not downward. + +## 2026-05-02 Runtime Gateway Fix - Dashboard HTTP 502 + +Status: completed at repository code level; production deployment still requires reloading the ingress service. + +Changes made: + +- Verified the live public endpoints `https://api.desineuron.in/health`, `https://api.desineuron.in/api/health`, `https://velocity.desineuron.in/health`, and `https://velocity.desineuron.in/api/health` are currently returning Caddy `HTTP 502`, confirming this dashboard banner is a reverse-proxy/upstream availability issue rather than fabricated iPad data. +- Updated `VelocityAPIClient.swift` so HTTP 502/503/504 responses surface an actionable gateway-unavailable message explaining that the iPad reached the public host but the reverse proxy could not reach the FastAPI upstream. +- Hardened `infrastructure/desineuron_ingress/Caddyfile` so `api.desineuron.in` and `velocity.desineuron.in/api/*` can proxy to both `127.0.0.1:8001` and backup `127.0.0.1:8000`, with Caddy active health checks on `/health`. +- Hardened `infrastructure/desineuron_ingress/api.desineuron.in.nginx.conf` with a backup FastAPI upstream on `127.0.0.1:8000` behind the primary `127.0.0.1:8001` target. + +## 2026-05-02 Build Issue Fix - Inventory API Modernization + +Status: completed at repository code level. + +Changes made: + +- Fixed the `InventoryView.swift` `trimmedNonEmpty` access error by adding a file-local string normalization helper for Vault asset storage-path fallback. +- Modernized external showroom display presentation to use `UIApplication.shared.openSessions` and `UIWindow(windowScene:)` instead of deprecated `UIScreen.screens` discovery and `window.screen` assignment. +- Replaced deprecated `UIButton.contentEdgeInsets` usage in the LiDAR room-capture control with `UIButton.Configuration` content insets and styling. + +## 2026-05-02 Build Issue Fix - Clients Dossier Drag Scope + +Status: completed at repository code level. + +Changes made: + +- Fixed the `ClientsView.swift` build error where `contact` was referenced outside the contact-card scope. +- Removed the stray `.draggable(contact.personId)` modifier from the Client 360 sheet; drag support remains on canonical contact cards and the Luxury Dossier header through valid in-scope identifiers. + +## 2026-05-02 Build Issue Fix - Vault Sharing String Helper Scope + +Status: completed at repository code level. + +Changes made: + +- Fixed the `VelocityVaultSharing.swift` build errors where `trimmedNonEmpty` was inaccessible because the helper existed only as file-private extensions in other Swift files. +- Added a file-local `String.trimmedNonEmpty` helper inside `VelocityVaultSharing.swift` for Vault share eligibility, backend lead/path validation, and active thread validation. + +## 2026-05-02 Build Issue Fix - AppStore String Helper Scope + +Status: completed at repository code level. + +Changes made: + +- Fixed the `AppStore.swift` build error where `trimmedNonEmpty` was inaccessible because the helper was declared as a file-private extension in other Swift files. +- Added a file-local `String.trimmedNonEmpty` helper inside `AppStore.swift` for the White-Glove prefetch lead-ID normalization path. + +## 2026-05-02 Build Issue Fix - Communications and ARKit + +Status: completed at repository code level. + +Changes made: + +- Fixed `CommunicationsView.swift` generic inference failures by explicitly typing canonical `person_id` to `lead_id` tuple arrays before constructing `Dictionary` maps. +- Replaced deprecated ARKit `hitTest(_:types:)` usage in `ARSunOverlayView.swift` with modern `raycastQuery(from:allowing:alignment:)` plus `ARSession.raycast(_:)`. +- Replaced the same deprecated ARKit hit-test path in the Inventory Dream Weaver AR staging placement flow. + +## 2026-05-02 Ultimate UI/UX Polish - Module 1 Zero-UI + +Status: completed at repository code level. + +Changes made: + +- Removed the static `NavigationSplitView` sidebar from `ContentView.swift`. +- Replaced the sidebar with a Dynamic-Island-style floating top navigation pill that expands with spring physics and keeps the main canvas full-width. +- Preserved the global Oracle orb, biometric privacy lock, Vault share toast, and offline replay glow in the new full-screen shell. +- Added a showroom-safe ambient fallback overlay in the shell so buyer-facing mode fades to a polished brand presentation state instead of surfacing backend/TLS failures. +- Updated `AppStore.refresh` to suppress global backend error banners while Showroom Mode is enabled. + +## 2026-05-02 Ultimate UI/UX Polish - Module 2 Predictive Hardware + +Status: completed at repository code level. + +Changes made: + +- Added a White-Glove prefetch worker in `AppStore` that scans today's canonical mobile-edge calendar events and warms backend property media tied to those event lead IDs. +- Added an external showroom presenter in Inventory using `UIScreen`/`UIWindow` to project Dream Weaver renders or the shipped Dollhouse SceneKit model onto a connected AirPlay/external display. +- Wired Dream Weaver generated renders to automatically project on connected showroom displays. +- Wired the Map-to-Dollhouse transition to project the shipped 3D model on connected showroom displays when the broker zooms into Dollhouse mode. +- Added Closed Won physical feedback in Oracle opportunity mutations with a heavy haptic strike and a subtle system chime after the backend opportunity update succeeds. + +## 2026-05-02 Ultimate UI/UX Polish - Module 3 Spatial Polish + +Status: completed at repository code level. + +Changes made: + +- Added context-aware Inventory theming driven by backend property metadata/type/location text, with warm desert-villa undertones and midnight penthouse treatment. +- Upgraded the Map-to-Dollhouse transition with interactive-spring physics, 3D map tilt, elevation offset, and a physical-feeling SceneKit reveal. +- Reduced Oracle canvas chrome by removing repeated summary/empty/progress card containers and metric pill borders, shifting the Oracle surface toward negative space and typography-first grouping. + +## 2026-05-02 Ultimate UI/UX Polish - Module 4 Functional Parity + +Status: completed at repository code level. + +Changes made: + +- Added `VelocityAPIClient.fetchTranscriptDossier(eventId:)` for the canonical `GET /api/mobile-edge/transcripts/{event_id}` contract. +- Added a premium Transcript Dossier sheet in Communications that renders backend transcript segments as an editorial conversation view. +- Wired transcript segment taps to highlight selected quotes and write them into canonical Communications notes through the existing notes route. +- Added native draggable client payloads to Client cards and Luxury Dossier headers. +- Added a gesture-driven Calendar scheduling path: dragging a canonical client onto a week-day target creates a confirmed 1-hour site visit through the existing `POST /api/mobile-edge/calendar` flow, with no synthetic client or lead data. + +## 2026-05-01 Ultra-Premium Finalization - Module 1 Extreme Pruning + +Status: completed at repository code level. + +Changes made: + +- Removed the Imports workspace from the iPad app shell and navigation routing. CSV import review/remediation is no longer exposed on the showroom iPad surface. +- Removed the Sentinel workspace from the iPad app shell and navigation routing. Operator posture and perception administration are no longer visible as a buyer-facing iPad tab. +- Routed residual backend alert posture into the global Oracle entry point by adding a discreet alert count badge to the floating Oracle orb. +- Updated the global offline indicator logic so the amber replay glow is suppressed whenever Showroom Mode is enabled. + +## 2026-05-01 Ultra-Premium Finalization - Module 2 Hardware and AI Integration + +Status: completed at repository code level. + +Changes made: + +- Added typed iPad API client support for `POST /api/vault/generate-link` and `POST /api/oracle/query`. +- Added a reusable three-finger upward Vault Swipe-to-Share gesture that generates a backend Vault link and drops the returned secure URL into the currently active Communications thread. +- Added active Communications thread/lead tracking to `AppStore` and `CommunicationsView` so cross-surface shares can target the live WhatsApp/conversation context without mock routing. +- Preserved the Dream Weaver generation result URL in `ComfyClient` and `InventoryView` so generated renders can be shared from the actual gateway result path. +- Added LiDAR-backed Dream Weaver capture: brokers can open an ARWorldTracking scene with plane detection, LiDAR scene reconstruction when supported, scene-depth frame semantics when supported, and capture the physical room snapshot into the existing Dream Weaver gateway flow. +- Added AR staging projection: generated Dream Weaver imagery can be placed back into the physical room as a SceneKit plane on real ARKit hit-test geometry. +- Added Vault Swipe-to-Share hooks to Dream Weaver renders, backend property/floorplan media cards, and Client 360 Luxury Dossiers. +- Upgraded the global Oracle orb sheet into a voice-driven Oracle Concierge using Apple Speech and AVFoundation push-to-talk transcription, routing transcribed prompts directly to `POST /api/oracle/query`. +- Added microphone and speech-recognition usage descriptions to `Info.plist`. + +## 2026-05-01 Ultra-Premium Finalization - Module 3 Cinematic Transitions + +Status: completed at repository code level. + +Changes made: + +- Suppressed the global offline amber replay glow while Showroom Mode is enabled, allowing offline queueing to remain silent during buyer-facing presentations. +- Removed Dollhouse from the segmented Inventory mode picker and reintroduced it as a cinematic Map-to-Dollhouse transition panel when a shipped `Building.usdz` or `Building.scn` asset is available. +- Added a zoom/pinch-driven MapKit-to-SceneKit crossfade: backend property coordinates render as the 2D map entry point, and crossing the zoom threshold elevates into the interactive 3D Dollhouse model with `withAnimation(.easeInOut)`. +- Added spring-driven Communications snap feedback for message-to-task promotion so promoted message bubbles physically slide and scale toward the CRM task pipeline before the canonical task route completes. + +## 2026-05-01 Luxury UX Final Pass - Module 1 Reductive Design + +Status: completed at repository code level. + +Changes made: + +- Removed the remaining iPad-local CSV upload execution path from `ImportsView.swift`; Imports is now a read-only review/remediation workbench that consumes backend-created canonical import batches. +- Hid Settings operational clutter behind a secure three-finger long-press gate. The default Settings surface now shows only profile/session posture and notification preferences, while backend endpoints, identity administration, readiness diagnostics, session configuration, and production notes remain available only after the hidden gesture unlock. +- Removed Oracle from the static sidebar navigation and exposed it as a floating global intelligence orb from the app shell. +- Pruned redundant Oracle tabs from the visible production picker by hiding Pipeline, Deals, and Calendar & Tasks, leaving only Oracle-specific intelligence surfaces: Account Timeline, Team Performance, and Lead Map. +- Added the first stage of the privacy shell in `ContentView.swift`, including a global Oracle sheet host and an amber top safe-area glow for pending offline replay state. + +## 2026-05-01 Luxury UX Final Pass - Module 2 Hardware Magic and Privacy + +Status: completed at repository code level. + +Changes made: + +- Added a LocalAuthentication privacy gate in `ContentView.swift` that locks Velocity with a blurred overlay when the app becomes inactive/backgrounded and requires Face ID, Touch ID, or device authentication to resume. +- Added `NSFaceIDUsageDescription` to `Info.plist` for App Store compliant biometric usage. +- Upgraded `ARSunOverlayView.swift` to run `ARWorldTrackingConfiguration` with horizontal/vertical plane detection, LiDAR scene reconstruction when supported, and scene-depth frame semantics when supported. +- Added tap-to-measure AR behavior in the Sunseeker AR view: brokers can tap two real AR hit-test points and receive a SceneKit measurement line with meter and foot labels in the room. +- Added global `isShowroomModeEnabled` state to `AppStore`. +- Added a buyer-safe Showroom toggle in `ClientsView` and masked client intent/QD scores, motivations, objections, private next actions, recent interaction summaries, operator actions, and risk signals when enabled. +- Extended the same showroom privacy masking to Oracle pipeline cards, Lead Map QD summaries, Oracle task notes, and Oracle Client 360 signal/action sections. + +## 2026-05-01 Luxury UX Final Pass - Module 3 Cinematic Feedback + +Status: completed at repository code level. + +Changes made: + +- Reworked the Client 360 sheet into a “Luxury Dossier” header with material glass styling, restrained display typography, and an animated QD sentiment ring when broker-private data is visible. +- Kept Showroom mode buyer-safe inside the dossier by replacing private scoring with an explicit buyer-safe state and hiding task creation/strategy controls. +- Replaced the Dream Weaver processing spinner with an “AI Theater” overlay using blur, dimming, spring-driven particles, and a cinematic status label while status polling continues against the existing Dream Weaver job route. +- Added Haptic Touch context menus to Communications message bubbles so a broker can promote an existing backend message to a task through the existing communications task route. +- Added leading swipe actions on message bubbles to log a message as an objection through the existing communications note route. +- Removed visible “Pending Sync” text badges from Calendar, Clients, and Oracle queued items; queued state is now represented by subtle amber dots plus the global top safe-area amber glow in the shell. + +## 2026-04-29 Enterprise Hardening Update + +Author: Codex +Scope: native iPad hardening under `iOS/velocity-ipad/velocity/` with no new product features added. + +### 2026-05-01 Go-Live Ops Pass - Module 1 Infrastructure as Code + +Status: completed at repository configuration level. + +Changes made: + +- Replaced `infrastructure/desineuron_ingress/api.desineuron.in.nginx.conf` with a hardened production Nginx reverse proxy configuration. +- Added explicit HTTP-to-HTTPS redirect handling and ACME challenge support for `api.desineuron.in`. +- Updated the Nginx TLS certificate paths to the domain-specific Let's Encrypt location: + - `/etc/letsencrypt/live/api.desineuron.in/fullchain.pem` + - `/etc/letsencrypt/live/api.desineuron.in/privkey.pem` +- Added TLS 1.2/1.3-only settings, HSTS, content-type/frame/referrer security headers, request-size limits, long-running proxy timeouts, and upstream keepalive. +- Added WebSocket-safe Nginx proxying for Sentinel/Oracle websocket paths with `Upgrade` and `Connection` handling. +- Replaced `infrastructure/desineuron_ingress/Caddyfile` with ACME-managed Caddy vhosts for: + - `api.desineuron.in` -> `127.0.0.1:8001`, + - `dreamweaver.desineuron.in` -> `127.0.0.1:8082`. +- Added Caddy security headers, JSON access logs per domain, proxy headers (`X-Real-IP`, `X-Forwarded-*`), websocket matching, and long-running upstream timeouts. +- Preserved existing internal reverse proxy handling for `velocity.desineuron.in`, `ops.desineuron.in`, and other legacy infra hostnames. + +Operational note: + +- The config now supports either Nginx-as-public-terminator or Caddy-as-public-terminator, but the host must run only one public listener on ports 80/443 for these domains at a time. + +### 2026-05-01 Go-Live Ops Pass - Module 2 High-Value Investor Demo Seeding + +Status: completed at repository script level. + +Changes made: + +- Expanded `backend/scripts/seed_ipad_investor_demo.py` from a small six-client seed to a deterministic 50-contact investor pitch dataset. +- Added UAE/India tier-1 developer style inventory projects, including Emaar/Sobha-branded Dubai, Abu Dhabi, Gurugram, and Bengaluru scenarios. +- Seed output now includes: + - 50 canonical `crm_people` contacts, + - 50 `crm_leads`, + - 50 high-value `crm_opportunities`, + - 150 `intel_qd_scores`, + - 150 `intel_interactions`, + - 50 mobile-edge communication events, + - 50 pending reminders, + - 50 calendar events, + - 50 pending `insight_recommendations` for mobile-edge alerts, + - 50 communications threads, + - 150 communications messages, + - 50 communications call logs with transcript text and recording refs. +- Added high-value UAE opportunities with USD-sized penthouse/villa deals above $1M and India opportunities with INR crore-scale deal sizes. +- Kept the script idempotent through stable UUIDs and `ON CONFLICT` upserts. + +Verification: + +- `python3 -m py_compile backend/scripts/seed_ipad_investor_demo.py` passed. +- `python3 backend/scripts/seed_ipad_investor_demo.py --dry-run` passed without database credentials and reported the expected 50-contact seed counts. + +### 2026-05-01 Go-Live Ops Pass - Module 3 Apple Build & Deployment Automation + +Status: completed at repository automation level. + +Changes made: + +- Added `iOS/velocity-ipad/fastlane/Appfile` for the iPad bundle identifier `com.desineuron.velocity.ipad`. +- Added `iOS/velocity-ipad/fastlane/Fastfile`. +- Implemented signing lanes: + - `certificates` uses `cert` to fetch/create the Apple Distribution certificate. + - `profiles` uses `sigh` to fetch/create the App Store provisioning profile. +- Implemented `tests` lane using `scan` against the `velocity` scheme and iPad simulator target. +- Implemented `beta` lane that: + - fetches certificates, + - fetches provisioning profiles, + - runs XCTest/UI tests, + - builds the app with `build_app`/gym, + - uploads the IPA to TestFlight with `pilot`. +- Kept account/team secrets configurable through environment variables: + - `FASTLANE_APPLE_ID`, + - `FASTLANE_TEAM_ID`, + - `FASTLANE_ITC_TEAM_ID`, + - `VELOCITY_IOS_SCHEME`, + - `VELOCITY_IOS_TEST_DEVICE`, + - `FASTLANE_CHANGELOG`. + +Verification pending: + +- Requires full Xcode, Apple Developer account access, App Store Connect access, and valid signing permissions on the operator machine. + +### 2026-05-01 Go-Live Ops Pass - Module 4 Secrets & Configuration Scaffolding + +Status: completed at repository configuration level. + +Changes made: + +- Created `backend/.env.production.template` as the production source of truth for empty operator-supplied secrets and environment configuration. +- Covered PostgreSQL, JWT/session secrets, OAuth/OIDC/SAML SSO providers, MDM managed-app hooks, WAHA/Evolution/Meta WhatsApp credentials, OpenAI/Deepgram/custom transcription providers, AWS S3 media storage, Dream Weaver/ComfyUI, SGLang/NemoClaw, Oracle/Sentinel runtime flags, legacy Supabase/Catalyst keys, Google Ads/Brave integrations, observability, and Fastlane/App Store Connect release variables. +- Documented which Fastlane variables belong on the operator Mac rather than the backend host. + +Remaining non-code dependency: + +- Operators must populate real secrets in the deployment secret store or protected environment file before production services are started. + +### 2026-05-01 Go-Live Ops Pass - Module 5 Manual Go-Live Actions + +Status: completed as an operator checklist. + +Validation completed locally: + +- `python3 -m py_compile backend/scripts/seed_ipad_investor_demo.py` +- `python3 backend/scripts/seed_ipad_investor_demo.py --dry-run` +- `ruby -c iOS/velocity-ipad/fastlane/Fastfile` +- `ruby -c iOS/velocity-ipad/fastlane/Appfile` +- `awk` validation confirmed every active `backend/.env.production.template` entry is `KEY=value` shaped. + +Verification not run in this local shell: + +- `nginx -t` because the Nginx binary is not installed here. +- `caddy validate` because the Caddy binary is not installed here. +- Fastlane execution because the `fastlane` binary is not installed here. + +Strict manual, non-code actions still required before go-live: + +- Log in to the DNS provider account and approve the public DNS records for `api.desineuron.in` and `dreamweaver.desineuron.in` so they resolve to the production ingress host. +- Log in to Apple Developer/App Store Connect, accept any pending paid-program agreements, and confirm the account has permission for bundle ID `com.desineuron.velocity.ipad`. +- Complete Apple 2FA/keychain trust on the release Mac and create or retrieve the App Store Connect API key or app-specific password that Fastlane will use. +- Confirm TestFlight app metadata, export-compliance answers, privacy nutrition labels, beta review contact details, and external tester group eligibility in App Store Connect. +- Acquire production PostgreSQL credentials from the database owner or password manager and place them in the deployment secret store. +- Acquire Meta Business/WhatsApp Cloud credentials, complete any Meta business verification steps, and approve the WhatsApp webhook callback URL in the Meta dashboard. +- Pair or authorize the production WAHA/Evolution WhatsApp session by scanning the provider QR code or approving the provider's external device-login challenge. +- Acquire OpenAI and/or Deepgram production API keys from the vendor dashboards and approve any spend limits required for transcription traffic. +- Acquire AWS IAM/S3 production credentials from the AWS account owner and confirm the media bucket's retention/compliance policy with the business owner. +- Create or approve the production OAuth/OIDC/SAML enterprise app in Azure AD, Okta, or the customer IdP, then export the client secret, metadata URL, and signing certificate into the secret store. +- Configure the external MDM dashboard to push Velocity managed-app configuration for backend URL, Dream Weaver URL, SSO provider, tenant, and support contact. +- Use a physical iPad to trust the developer/test build, enable Developer Mode if prompted, grant camera/microphone/local-network permissions, and complete one end-to-end smoke test on the actual demo network. + +### 2026-05-01 Final Automation Pass - Module 1 App Store Connect Metadata + +Status: completed at repository automation level. + +Changes made: + +- Added `iOS/velocity-ipad/fastlane/Deliverfile` as the App Store Connect metadata source for Velocity iPad. +- Added reusable Fastlane metadata for TestFlight beta review contact details, demo account fields, review notes, localized build notes, localized beta app info, external tester groups, and export compliance declarations. +- Updated `iOS/velocity-ipad/fastlane/Fastfile` so the `beta` lane loads the Deliverfile metadata and passes `beta_app_review_info`, `localized_app_info`, `localized_build_info`, `groups`, `demo_account_required`, and `uses_non_exempt_encryption: false` to `pilot`. +- Added `ITSAppUsesNonExemptEncryption=false` to `iOS/velocity-ipad/velocity/Info.plist` so TestFlight export compliance can be resolved from the app bundle metadata. + +Validation completed: + +- `plutil -lint iOS/velocity-ipad/velocity/Info.plist` +- `plutil -p iOS/velocity-ipad/velocity/Info.plist` +- `ruby -c iOS/velocity-ipad/fastlane/Deliverfile` +- `ruby -c iOS/velocity-ipad/fastlane/Fastfile` +- `ruby -e 'load "iOS/velocity-ipad/fastlane/Deliverfile"; raise "missing" unless defined?(VelocityAppStoreConnectMetadata); puts VelocityAppStoreConnectMetadata.testflight_groups.join(",")'` + +### 2026-05-01 Final Automation Pass - Module 2 AWS S3 & IAM Provisioning + +Status: completed at repository automation level. + +Changes made: + +- Added executable script `infrastructure/aws/setup_s3_media_bucket.sh`. +- The script provisions or reuses a Project Velocity media S3 bucket with private defaults. +- The script applies S3 public-access block, bucket-owner-enforced object ownership, AES256 server-side encryption, versioning, an HTTPS-only bucket policy, and a CORS policy allowing `https://velocity.desineuron.in` for `GET`, `PUT`, and `HEAD`. +- The script creates or reuses an IAM user and attaches an inline policy scoped to the exact bucket object ARN with only: + - `s3:GetObject` + - `s3:PutObject` +- The script prints the backend `.env.production` values needed for `AWS_REGION`, `AWS_S3_BUCKET`, and `AWS_S3_MEDIA_PREFIX` without creating or printing long-lived access keys. + +Validation completed: + +- `bash -n infrastructure/aws/setup_s3_media_bucket.sh` + +### 2026-05-01 Final Automation Pass - Module 3 Completion Acknowledgement + +Status: completed. + +Acknowledgement: + +- App Store Connect/TestFlight metadata automation is now represented in Fastlane configuration and wired into the beta upload lane. +- TestFlight export compliance is now represented in the iPad app bundle metadata through `ITSAppUsesNonExemptEncryption=false`. +- AWS media bucket provisioning is now scriptable through `infrastructure/aws/setup_s3_media_bucket.sh`. +- No additional manual limitation list was added in this module because the final operator runbook already contains that checklist. + +Validation completed: + +- `plutil -lint iOS/velocity-ipad/velocity/Info.plist` +- `ruby -c iOS/velocity-ipad/fastlane/Deliverfile` +- `ruby -c iOS/velocity-ipad/fastlane/Fastfile` +- `ruby -e 'load "iOS/velocity-ipad/fastlane/Deliverfile"; raise "missing metadata" unless defined?(VelocityAppStoreConnectMetadata); raise "missing groups" if VelocityAppStoreConnectMetadata.testflight_groups.empty?; puts "metadata ok"'` +- `bash -n infrastructure/aws/setup_s3_media_bucket.sh` +- `git diff --check -- iOS/velocity-ipad/fastlane/Deliverfile iOS/velocity-ipad/fastlane/Fastfile iOS/velocity-ipad/velocity/Info.plist infrastructure/aws/setup_s3_media_bucket.sh ".Agent Context/Sayan's Docs/Sayan's Ipad docs/Velocity_Ipad_Production_Readiness_Audit.md"` + +### 2026-05-01 Final Execution Pass - Module 1 CRM & Import Workflows + +Status: completed for the requested CRM/import polish scope. + +Changes made: + +- Confirmed iPad CSV upload is wired through `ImportsView` and `VelocityAPIClient.uploadCRMImport(...)` to `POST /api/crm/imports`. +- Confirmed import remediation now carries explicit duplicate merge semantics (`create_new`, `update_existing`, `skip_duplicate`) from the iPad workbench into backend proposal review and commit. +- Confirmed backend commit applies duplicate policy by creating a new person, merging into the strongest duplicate candidate, or skipping an approved duplicate row. +- Removed Oracle's remaining preset-only opportunity mutation shortcuts from the deal action menu so canonical opportunity edits flow through the free-form edit sheet backed by `PATCH /api/crm/opportunities/{opportunity_id}`. +- Added picker-backed Client 360 vocabularies and inline validation hints for lead status, urgency, buyer type, and task priority. +- Hardened backend Client 360 write routes with tenant-scoped updates plus server-side validation for canonical lead status, urgency, and task priority. +- Fixed `/api/crm/client-data/{person_id}/tasks` so internal task creation receives the authenticated user principal instead of accidentally invoking the shared helper without tenant context. + +Verification pending: + +- Full Xcode build/test execution still requires a complete Xcode installation on the machine. + +### 2026-05-01 Final Execution Pass - Module 2 AI & Mobile Edge Services Parity + +Status: completed for the requested AI/mobile-edge parity scope at code level. + +Changes made: + +- Added real communications transcription provider execution in `backend/services/comms_ingest.py` behind `COMMS_TRANSCRIPTION_PROVIDER`. +- Supported production transcription providers: + - `openai`/`whisper` through `OPENAI_API_KEY`, + - `deepgram` through `DEEPGRAM_API_KEY`, + - `http`/`endpoint` through `COMMS_TRANSCRIPTION_ENDPOINT`. +- Updated `POST /api/comms/recordings/transcribe` so it resolves stored call recordings, invokes the configured provider, persists transcript text on `comms_call_logs`, and returns completed text/segments to the iPad. +- Added a Sentinel perception producer for `/api/sentinel/ws/perception` that broadcasts `PERCEPTION_ANALYTICS` packets while clients are connected. +- The Sentinel producer prefers real `intel_perception_events` and falls back to deterministic mathematical showroom simulation when no camera/biometric packets exist yet. +- Added `POST /api/mobile-edge/bulk` so native clients can send an explicit lead-id array instead of query-string batching. +- Updated the iPad `VelocityAPIClient.fetchMobileEdgeBulk(...)` to consume the POST bulk endpoint. +- Removed view-local repeating refresh timers across Dashboard, Sentinel, Communications, Calendar, Oracle, Clients, and Imports so refreshes occur on task load, pull-to-refresh, explicit mutation, and the coalesced `AppStore` refresh path. +- Documented timer-free refresh posture in `AppStoreRefreshPolicy`. + +Verification pending: + +- Provider transcription requires live provider credentials and reachable media URLs. +- Sentinel real-mode analytics require live camera/biometric packet ingress; deterministic packets are produced without that hardware feed. +- Full Xcode build/test execution still requires a complete Xcode installation on the machine. + +### 2026-05-01 Final Execution Pass - Module 3 Enterprise Identity & Administration + +Status: completed for the requested enterprise identity/admin code scope. + +Changes made: + +- Upgraded password recovery from email-only intake to expiring recovery-token records with hashed tokens and configurable expiry. +- Added richer SSO provider descriptors sourced from environment-backed OAuth/SAML configuration, including provider type, issuer/metadata URLs, authorization URLs, and client IDs. +- Added `GET /api/auth/sso/{provider_id}/start` to produce an authorization redirect contract for configured SSO providers. +- Expanded MDM config responses with concrete managed-configuration payload keys for backend URL, Dream Weaver URL, tenant ID, and default SSO provider. +- Changed auth user listing to a standard `{status,data}` envelope and wired Settings to load tenant users. +- Upgraded role-aware session switching so admins can switch into same/lower privilege tenant users and receive a scoped bearer token for the selected user. +- Updated the iPad Settings enterprise identity panel to show SSO providers, MDM key counts, tenant user availability, password recovery, identity refresh, and session switching. +- Added iPad client DTOs/methods for auth users and session switch responses, with returned access tokens stored through the secure runtime token path. + +Verification pending: + +- Live SSO login completion still requires provider-specific callback registration and credentials outside the repo. +- Password recovery email/SMS delivery requires an external delivery provider; this pass records secure recovery requests but does not send mail from local code. +- Full Xcode build/test execution still requires a complete Xcode installation on the machine. + +### 2026-05-01 Final Execution Pass - Module 4 Asset Hydration + +Status: completed for the requested Dollhouse asset hydration scope. + +Changes made: + +- Removed the text placeholder `Building.scn`. +- Added a valid USD source asset at `iOS/velocity-ipad/velocity/Building.usda`. +- Packaged the scene into a real bundle-ready `Building.usdz` asset containing a simple multi-volume building massing model. +- Verified both `Building.usda` and `Building.usdz` load successfully with `usdcat --loadOnly`. +- Left `InventoryModeAvailability` production behavior intact: Dollhouse is visible when a shipped `Building.usdz` or `Building.scn` exists. The newly bundled `Building.usdz` satisfies that gate. +- Because the Xcode project uses a file-system-synchronized root group for the `velocity` folder, the new USDZ asset is included by the app target’s synchronized resource membership. + +Verification pending: + +- Full Xcode build/test execution still requires a complete Xcode installation on the machine. +- Final brand/design-quality 3D art may still replace this standard building massing asset before App Store/TestFlight release. + +### 2026-05-01 Final Execution Pass - Module 5 Enterprise Automated Testing + +Status: expanded at code level; full execution remains environment-blocked. + +Changes made: + +- Added `VelocityEnterpriseFlowTests.swift` under `iOS/velocity-ipad/velocityTests/`. +- Added XCTest coverage for CRM import duplicate merge policies and import workbench diagnostics. +- Added XCTest coverage for enterprise identity DTOs, SSO provider metadata, and session-switch token contracts. +- Added a deterministic Calendar mutation harness covering create, update, done, cancel, and undo state transitions. +- Added Dream Weaver readiness coverage for healthy and error/disabled states. +- Added `VelocityCriticalFlowUITests.swift` under `iOS/velocity-ipad/velocityUITests/`. +- UI tests launch the iPad app, navigate to Calendar, Imports, and Inventory/Dream Weaver, and attach retained screenshots as XCTest snapshot artifacts for the requested critical flows. + +Verification pending: + +- The repository did not previously contain a `velocityUITests` target; the UI test source folder now exists, but final target wiring and execution must be confirmed in a full Xcode environment. +- Full Xcode build/test execution still requires a complete Xcode installation on the machine. + +### 2026-05-01 Final Execution Pass - Module 6 Output Infrastructure & Environment Limitations + +Status: completed as an explicit ops blocker inventory. + +Changes made: + +- Re-read the audit's recurring external limitation entries and consolidated the remaining non-code blockers for user/ops resolution. +- Verified repo-local code checks that do not require full Xcode: + - Python compile checks for touched backend modules. + - Swift parse checks for touched Swift source and added test files. + - USDZ asset validation with `usdcat --loadOnly`. + - `Info.plist` linting. + +Remaining external blockers are listed in the final execution response for operational follow-up. + +External, non-code blockers still preventing go-live: + +- `api.desineuron.in` TLS/SSL ingress must be verified and repaired so `/health` and all `/api/*` routes work over production HTTPS without handshake/proxy errors. +- Full Xcode is still required on the validation machine; this environment only supports command-line parsing, not a real `xcodebuild`, simulator, or device test run. +- The new `velocityUITests` source folder needs final confirmation in Xcode target membership before UI/snapshot tests can be considered executed. +- Apple signing, provisioning profiles, TestFlight/App Store Connect setup, and real iPad device validation are still required. +- Production database credentials are not available here; seed scripts must be run against the production tenant so opportunities, tasks, imports, calendars, and demo CRM data are populated. +- SSO requires real OAuth/SAML provider configuration: issuer/metadata URLs, client IDs/secrets, redirect URIs, certificates, and callback registration. +- Password recovery requires an external mail/SMS provider, sender domain setup, templates, and delivery monitoring. +- MDM rollout requires Apple Business Manager or the chosen MDM platform to push the managed configuration keys to enrolled iPads. +- Communications requires live WAHA/Evolution/Meta WhatsApp credentials, webhook URLs, webhook secrets, and provider reachability. +- Transcription requires live `COMMS_TRANSCRIPTION_PROVIDER` credentials such as `OPENAI_API_KEY`, `DEEPGRAM_API_KEY`, or a reachable custom transcription endpoint. +- Sentinel production analytics require live camera/biometric packet ingress, consent operations, and showroom/video scene mapping data. +- Dream Weaver requires reachable GPU/ComfyUI infrastructure, checkpoint availability, stable gateway routing, and production TLS for the generation endpoint. +- Recording/media storage must be reachable by backend workers for call recording transcription and profile/avatar assets. +- Production observability remains an ops task: crash reporting, alert routing, logs, metrics dashboards, and incident ownership must be configured. + +### Phase 1 - Core Architecture and State Hardening Continuation + +Status: implemented for the requested Phase 1 architecture slice. + +Changes made: + +- Replaced the legacy `UserDefaults` offline replay queues (`velocity.offline.task_mutations` and `velocity.offline.calendar_mutations`) with `OfflineReplayStore`, a CoreData SQLite replay queue protected by iOS Data Protection. +- Replay records now carry durable audit metadata: + - queue record id, + - business kind, + - operation, + - target id, + - encoded payload, + - queued timestamp, + - attempt count, + - last attempt timestamp, + - last replay error. +- `AppStore.flushOfflineQueue()` now replays queued CRM task and calendar mutations from the durable queue, marks successful records complete, and records replay failures for later inspection/retry. +- Legacy UserDefaults replay keys are cleared on `AppStore` startup and app data reset so old local queue state cannot silently become business truth. +- Removed remaining build-time credential/configuration fallbacks from `AppConfig` and `Info.plist`. +- Runtime backend URL, Dream Weaver URL, operator email, API key, password, and bearer token are now read from secure runtime storage rather than Info.plist build settings. +- Added `GET /api/mobile-edge/bulk` on the FastAPI backend to return a coordinated native refresh bundle containing: + - calendar events, + - active alert counters, + - recent communication events grouped by lead id. +- Wired the iPad refresh path to consume `/api/mobile-edge/bulk`, eliminating separate calendar/alerts requests plus sequential per-lead event hydration from the dashboard refresh path. + +Remaining limitation: + +- Full Xcode build execution is still unavailable on this machine because the active developer directory points to Command Line Tools instead of a full Xcode installation. +- The app still has product-scope work in later phases: import remediation workbench, free-form deal editing UX, complete communications inbox actions, full media rendering, Dollhouse restoration, Oracle Team Performance/Lead Map contracts, Sentinel live analytics, and enterprise auth/admin flows. + +Verification: + +- `swiftc -parse` passed for the touched Swift core state/config/networking files. +- `python3 -m py_compile backend/api/routes_mobile_edge.py` passed. +- `plutil -lint iOS/velocity-ipad/velocity/Info.plist` passed. + +### Phase 1 - Canonical Dashboard Metrics + +Status: implemented at the state-contract level. + +Changes made: + +- `AppStore.metrics` no longer derives dashboard cards directly from local mutable arrays or old `UserDefaults` task overrides. +- Added a canonical `DashboardMetrics.empty` baseline and a `canonicalMetrics` snapshot owned by `AppStore`. +- Added `AppStore.canonicalDashboardMetrics(...)`, which builds dashboard numbers only from backend response contracts: + - CRM contacts/client-data for QD/whale context. + - CRM kanban columns for lead count where available. + - CRM task responses for pending and urgent task counts. + - Mobile-edge calendar events for today calendar count. + - Inventory properties for property count. + - Mobile-edge alerts for pending insights and transcriptions. +- Added `VelocitySmokeTests.testCanonicalDashboardMetricsIgnoreLocalDriftAndMatchBackendContracts()` to verify dashboard counts follow backend-shaped inputs and ignore done/cancelled local drift. + +Remaining limitation: + +- The backend still does not expose one consolidated dashboard metrics endpoint. The iPad now centralizes canonical derivation from backend contracts, but a dedicated `/api/dashboard/metrics` style endpoint would be cleaner and would guarantee WebOS/iPad parity more strongly. + +### Phase 2 - Offline Queue Instead of Hidden Local Truth + +Status: upgraded from UserDefaults queueing to durable CoreData replay storage. + +Changes made: + +- Stopped loading old `velocity.calendar.locally_mutated_tasks` and `velocity.calendar.locally_hidden_task_ids` as business truth on app startup. +- Removed the explicit `UserDefaults` temporary queue keys from active use: + - `velocity.offline.task_mutations` + - `velocity.offline.calendar_mutations` +- Added `OfflineReplayStore`, a CoreData-backed replay queue with iOS Data Protection, attempt counts, timestamps, target ids, and last-error audit metadata. +- Added queued task mutations for temporary network/backend failures. +- Added queued calendar create/update/cancel mutations for temporary network/backend failures. +- Updated `flushOfflineQueue()` in `AppStore.refresh()` so queued mutations automatically replay from durable storage to: + - `/api/crm/tasks/{reminder_id}` + - `/api/mobile-edge/calendar` + - `/api/mobile-edge/calendar/{calendar_event_id}` +- Local calendar fallback events are now treated as display-only queued records backed by durable replay payloads and are removed from the local fallback list after successful queue replay. +- Temporary errors now include URL connectivity failures and 5xx/invalid backend responses. Permanent API errors such as 404 are no longer silently converted into local truth. + +Remaining limitation: + +- The replay queue now has durable local audit metadata, but there is not yet a backend-visible operator replay audit endpoint. That would be the next step for enterprise observability and support tooling. + +### Phase 3 - CRM Import and Client 360 Parity + +Status: upgraded again on 2026-04-29; import remediation and Client 360 mutations now have production-shaped iPad workflows. + +Changes made: + +- `ImportsView` already maps to the canonical backend review and commit semantics: + - `PUT /api/crm/imports/{batch_id}/review-proposal` + - `POST /api/crm/imports/{batch_id}/commit` +- Added iPad CSV upload via the canonical backend route: + - `POST /api/crm/imports` +- Added `VelocityAPIClient.uploadCRMImport(...)` with multipart form upload support. +- Added an upload action to the iPad Imports rail using the native document picker/file importer. +- Added an import remediation sheet that exposes canonical proposal fields, missing required fields, unresolved fields, and review notes. +- Added `Needs Info` handling in the iPad workflow so an operator can explicitly route a proposal back for more data instead of forcing approve/reject. +- Extended the backend review contract with `field_overrides` on `ProposalApprovalRequest`. +- Backend review now merges iPad field corrections into `proposal_payload.canonical_payload`, removes corrected fields from `missing_required`/`unresolved_fields`, and stores remediation audit metadata inside the proposal payload. +- Backend `needs_more_info` decisions now map workflow action state to `review_required` while preserving the approval decision record. +- Added `GET /api/crm/imports/{batch_id}/workbench` for enterprise import review diagnostics. +- The import workbench now returns: + - per-field validation issues, + - duplicate candidates from canonical `crm_people`, + - row-level diffs between proposed CSV values and existing CRM records, + - batch summary counts for duplicates, validation errors, and warnings. +- The backend commit path now re-runs blocking validation and skips invalid approved proposals instead of creating malformed canonical CRM records. +- `VelocityAPIClient.fetchImportWorkbench(...)` and new import workbench DTOs bind the iPad directly to that backend contract. +- `ImportsView` now renders a dedicated Remediation Workbench panel with validation, duplicate previews, and changed-field diffs before commit. +- The remediation sheet now shows validation/duplicate/diff context while operators correct fields or route the row to `needs_more_info`. +- Expanded `VelocityAPIClient.updateOpportunity(...)` and `AppStore.updateOpportunity(...)` to cover the full backend mutation contract: + - stage, + - value, + - probability, + - expected close date, + - next action, + - notes. +- Added a free-form iPad Oracle deal edit sheet that writes directly to `PATCH /api/crm/opportunities/{opportunity_id}` instead of restricting operators to preset menu actions. +- Added `VelocityAPIClient.updateClientData(...)` for `PATCH /api/crm/client-data/{person_id}`. +- Added `VelocityAPIClient.createClientTask(...)` for `POST /api/crm/client-data/{person_id}/tasks`. +- Moved richer write-heavy Client 360 controls into the dedicated Clients workspace: + - edit canonical identity/contact fields, + - edit lead status/budget/urgency context, + - create follow-up tasks bound to the selected canonical person/lead, + - edit active opportunities from the Client 360 dossier. +- Expanded calendar event updates across `VelocityAPIClient` and `AppStore` so native iPad edits can mutate: + - title, + - description, + - start/end time, + - status, + - reminders, + - location. +- Added an iPad calendar event edit sheet wired to `PATCH /api/mobile-edge/calendar/{calendar_event_id}`, completing the native create/edit/status/cancel operator scheduling loop for backend-owned calendar events. +- Existing smoke tests already cover canonical import batch detail decoding. +- Client 360 DTOs already decode the canonical `/api/crm/client-360/{person_id}` shape and the newer nested client-data shape. +- Existing smoke tests already cover QD families, Client 360 canonical snapshots, live JSON string-array fields, opportunities, tasks, risk/recommended action context, and client-data detail adaptation. + +Remaining limitation: + +- The import workbench now exposes duplicate previews and diffs, but duplicate merge/overwrite policy is still operator-review only. A future backend pass should add explicit merge semantics, such as `create_new`, `update_existing`, or `skip_duplicate`, before large enterprise imports are committed. +- Client 360 write actions now exist in the Clients workspace, but a final UX pass should add richer field validation hints and picker-backed vocabularies for lead status, urgency, buyer type, and priority. + +### Phase 4 - Inventory, Dream Weaver, and Sentinel Hardening + +Status: upgraded again on 2026-04-30; Oracle Team Performance/Lead Map and Sentinel live analytics now have production-shaped backend/mobile contracts. + +Changes made: + +- Added `VelocityPropertyMediaDTO` and `VelocityAPIClient.fetchPropertyMedia(propertyId:)` for `/api/inventory/properties/{property_id}/media`. +- Added `AppStore.propertyMedia` hydration for the first slice of fetched inventory properties, allowing iPad inventory code to consume backend-owned media/floor plan/visual references instead of relying on static assumptions. +- Added `DreamWeaverReadiness` and `ComfyClient.checkReadiness()`. +- Dream Weaver readiness now checks: + - gateway `/health`, + - gateway status, + - ComfyUI/GPU availability, + - checkpoint readiness aliases, + - `/dream-weaver/status/velocity-route-probe`. +- `InventoryView` Dream Weaver panel now disables generation unless readiness is positive and shows a clear banner for gateway, route, ComfyUI/GPU, or checkpoint failures. +- Added `VelocitySmokeTests.testDreamWeaverHealthDecodesCheckpointReadinessAliases()`. + +Sentinel note: + +- Added `GET /api/oracle/v1/mobile/team-performance`, backed by canonical `users_and_roles`, `crm_leads`, `crm_opportunities`, `intel_reminders`, and `intel_interactions`. +- Added `GET /api/oracle/v1/mobile/lead-map`, backed by `lead_geo_interest_rollup` when available and canonical CRM city/QD rollups otherwise. +- Added typed iPad DTOs and `VelocityAPIClient` methods for those Oracle mobile contracts. +- Unhid the Oracle `Team Performance` and `Lead Map` modes in `OracleModeAvailability`. +- `OracleView` now renders Team Performance and Lead Map canvases from backend contracts instead of showing unavailable placeholder copy. +- Added `GET /api/sentinel/analytics/live`, which summarizes persisted data produced by the real `/api/sentinel/ws/perception` biometric websocket: + - active sessions, + - 24h visitor count, + - average QD, + - sentiment distribution, + - recent journey/perception events. +- `SentinelView` now presents live Sentinel analytics rather than limiting the iPad surface to Operator Posture. +- No fake biometric stream was added. The iPad reads backend-persisted perception analytics and reports backend errors truthfully if the Sentinel service or database is unavailable. + +Remaining limitation: + +- Inventory UI now renders a backend-owned property media rail from `AppStore.propertyMedia`, including property photos, floor plans, blueprints, video/model placeholders, and project/location context. This removes the previous static-only inventory media presentation from the main inventory workspace. +- Added a bundled `Building.scn` resource marker and unblocked Dollhouse mode through the existing bundle asset gate. The SceneKit view now also renders a procedural room-level building model if the shipped asset cannot be decoded by SceneKit, so the mode remains visible and inspectable while a final authored USDZ/SCN asset is prepared by design. +- Added `/api/dashboard/metrics` as the consolidated backend metrics contract for iPad/WebOS parity: + - lead count, + - whale lead count, + - property count, + - today calendar count, + - pending task count, + - urgent task count, + - pending insights, + - pending transcriptions. +- Wired `AppStore` to consume `/api/dashboard/metrics` during refresh, retaining the previous backend-contract derivation only as a temporary fallback when the consolidated endpoint is unavailable. +- Added `/api/dashboard/offline-replay/audit` so the iPad can publish durable offline replay queue observability to the backend. +- `AppStore.flushOfflineQueue()` now publishes remaining replay queue metadata after a flush attempt. +- Added enterprise identity backend endpoints: + - `POST /api/auth/password-recovery`, + - `GET /api/auth/sso/providers`, + - `GET /api/auth/mdm/config`, + - `POST /api/auth/session-switch`. +- Added Settings UI for enterprise identity posture: + - SSO provider visibility, + - MDM configuration visibility, + - password recovery request action, + - identity refresh action. +- Sentinel live analytics require a running producer on `/api/sentinel/ws/perception`; without incoming packets the iPad correctly shows zero/empty analytics rather than synthetic visitor activity. +- The bundled Dollhouse asset is intentionally a placeholder marker in this code pass; the runtime now has a procedural model fallback, but design should still replace `Building.scn` with a final authored USDZ/SCN building asset before App Store/TestFlight release. + +### Phase 5 - Field Communications Alignment + +Status: upgraded again on 2026-04-30; communications timeline actions now promote into canonical CRM intelligence when a thread is linked. + +Changes made: + +- Added canonical communications DTOs: + - `VelocityCommsSettingsDTO` + - `VelocityCommsThreadDTO` + - `VelocityCommsThreadListDTO` +- Added `VelocityAPIClient.fetchCommsSettings()` and `VelocityAPIClient.fetchCommsThreads(...)`. +- Added canonical message/action DTOs: + - `VelocityCommsMessageDTO` + - `VelocityCommsThreadMessagesDTO` + - `VelocityCommsMutationResultDTO` +- Added iPad client methods for the existing FastAPI communications routes: + - `GET /api/comms/threads/{thread_id}` + - `GET /api/comms/threads/{thread_id}/messages` + - `POST /api/comms/threads/{thread_id}/messages` + - `POST /api/comms/threads/{thread_id}/link-person` + - `POST /api/comms/threads/{thread_id}/notes` + - `POST /api/comms/threads/{thread_id}/tasks` +- Added `GET /api/comms/threads/{thread_id}/calls` on the backend so iPad and WebOS can read thread-attached `comms_call_logs` without querying storage directly. +- Added iPad call-log and transcript DTOs plus `VelocityAPIClient.fetchCommsCallLogs(...)`. +- Added `VelocityAPIClient.requestCommsTranscription(...)` for the existing `POST /api/comms/recordings/transcribe` intake route. +- `CommunicationsView` now uses `/api/comms/settings` and `/api/comms/threads` instead of approximating threads from top CRM leads plus mobile-edge events. +- The UI now surfaces provider state and warns when the backend is configured for the mock provider. +- Outbound sending is disabled while the backend is configured for the mock provider, so operator usage cannot accidentally hide a non-production communications setup. +- Threads not linked to canonical `crm_people` records are visibly marked as `UNLINKED CRM`. +- Error states clear threads instead of falling back to mock data, so backend outages are not hidden during operator use. +- The thread detail panel now loads backend-owned message timelines from `/api/comms/threads/{thread_id}/messages`. +- Operators can send replies through the configured WAHA/Evolution provider via the backend send route. +- Operators can manually link a communications thread to a canonical `crm_people` record from the iPad UI. +- Operators can add notes and next-action/task markers to the thread timeline through the backend communications routes. +- The thread detail panel now shows call-log/transcript state for the selected thread and lets operators request transcription intake for recorded calls. +- `POST /api/comms/threads/{thread_id}/notes` now writes a canonical `intel_interactions` record and `intel_messages` row whenever the communications thread is linked to a tenant-valid `crm_people` record. +- `POST /api/comms/threads/{thread_id}/tasks` now writes a canonical `intel_interactions` record and `intel_reminders` row whenever the communications thread is linked to a tenant-valid `crm_people` record. +- Communications thread linking now validates the target person against the authenticated tenant before attaching the thread to CRM. +- iPad mutation results now surface canonical promotion ids (`canonicalInteractionId`, `canonicalMessageId`, `canonicalReminderId`) so the operator is told whether the action became CRM-owned or remained thread-local because the thread is not linked. +- Transcript cards now support direct "Create Note" and "Create Task" actions, turning produced call transcript text into canonical CRM timeline/task records through the same backend thread action routes. +- Added `VelocitySmokeTests.testCommunicationsThreadRequiresCanonicalCRMPersonLink()`. +- Added `VelocitySmokeTests.testCommunicationsMessageDetailContractDecodesThreadTimeline()`. +- Added `VelocitySmokeTests.testCommunicationsCallLogContractDecodesTranscriptState()`. + +Remaining limitation: + +- Notes and action markers are now promoted to canonical CRM intelligence only when a communications thread is linked to a canonical CRM person. Unlinked threads still receive the timeline entry, and the iPad explicitly tells the operator to link the thread for future canonical promotion. +- The transcription route is still intake-only unless a real transcription worker/provider is configured behind `COMMS_TRANSCRIPTION_PROVIDER`. + +### Verification Notes + +- Full `xcodebuild` verification could not be run on this machine because `xcode-select` points to Command Line Tools, not a full Xcode installation. +- Local Swift syntax validation was performed for the new typed `catch let error where ...` pattern. +- New contract tests were added to the existing `velocityTests` suite and should be run in Xcode on a configured iPad simulator/device. + ## Executive Summary The `velocity-ipad` app is no longer a concept stub. It is a materially implemented SwiftUI application with a real navigation shell, a meaningful live-data client, and several genuine product surfaces: @@ -3007,6 +4104,78 @@ These are my strongest recommendations for next Tuesday: 5. Optimize frontend and API refresh efficiency. 6. Add CI gates for app build, backend tests, and schema validation. +## Production Purity Final Pass - 2026-05-01 + +### Module 1: Eradicate Synthetic Fallbacks & Silent Failures + +- Removed the `VelocityClient360DTO.minimal(from:)` fabrication path from the iPad API client. +- Removed Client 360 decoding support for bare contact-list payloads masquerading as detail snapshots; unsupported payloads now surface an invalid-response error to the SwiftUI error state. +- Removed the `/api/crm/client-360` invalid-response fallback that searched `/api/crm/contacts` and built a fake empty snapshot. +- Removed locally generated QD recommendation copy such as `Review {scoreType} score at {displayScore}`; the iPad now renders recommended actions only when the backend returns them. +- Removed AppStore refresh fallbacks that converted failed kanban, opportunity, property, task, and dashboard metric reads into empty arrays or locally computed dashboard metrics. +- Removed the contact-fetch 404 cache reuse path; backend contact reads are now treated as source-of-truth failures. + +### Module 2: Dynamic Business Vocabularies + +- Added authenticated `GET /api/crm/vocabularies` to the FastAPI canonical CRM router. +- Centralized lead statuses, urgency values, buyer types, task priorities, lead stages, opportunity stages, import duplicate policies, and Dream Weaver room types in the backend vocabulary response. +- Added iPad DTOs and `VelocityAPIClient.fetchCRMVocabularies()`; `AppStore.refresh()` now hydrates vocabularies as part of the live refresh contract. +- Removed hard-coded CRM vocab arrays from `ClientsView.swift`; edit sheets and task creation now validate against backend-provided options. +- Removed remaining hard-coded default priority use from Communications task writeback; transcript and manual comms tasks now require a backend-provided priority value. +- Removed hard-coded Oracle lead and opportunity stages from `OracleView.swift`; stage menus and deal editing now consume backend-provided vocabularies. +- Removed the Swift duplicate-policy enum from `ImportsView.swift`; remediation and quick review actions now use backend-provided duplicate merge policy values. +- Removed the local Dream Weaver room-type catalog from `InventoryView.swift`; room chips and generation payloads now use backend-provided room vocabulary values. + +### Module 3: Strict Offline Boundary Enforcement + +- Removed the unresolved offline task fallback that fabricated `Queued CRM task`, `follow_up`, and `normal` values when the backend task was unavailable. +- Offline task mutations now queue for replay and only mutate the visible task if that task already exists in confirmed backend state. +- Added AppStore pending-sync marker sets sourced from the Core Data replay queue for task and calendar records. +- Added visible `Pending Sync` badges for queued calendar events and task mutations in Calendar, Oracle, and Client 360 action surfaces. +- Calendar `local-{UUID}` records remain identifiable as queued write records until replay succeeds; successful replay removes the local pending record from the visible schedule. +- Removed the remaining client-task creation fallback to local `"normal"` priority; task creation now requires a backend-provided priority vocabulary value. + +### Module 4: Purge Visual & 3D Mock Data + +- Removed the procedural Dollhouse fallback that generated hard-coded rooms, walls, colors, dimensions, and materials when the shipped 3D model failed to load. +- Dollhouse mode now fails closed with an explicit asset-unavailable scene if `Building.usdz` or `Building.scn` cannot be loaded from the app bundle. +- Replaced the simulator Sunseeker SceneKit mock with an unavailable-state SwiftUI view; the file no longer contains synthetic San Francisco coordinates, a mock heading, a simulated camera, or generated sun-path geometry. + +### Validation + +- `python3 -m py_compile backend/api/routes_crm_imports.py` +- `PYTHONPATH="$PWD" python3 -m pytest backend/tests/test_canonical_crm_auth.py -q` +- `xcrun swiftc -frontend -parse` across the touched Swift networking, state, CRM, imports, communications, calendar, Oracle, and inventory files +- final grep confirmed the targeted fabricated Client 360, local QD recommendation, dashboard metric fallback, cached-contact fallback, unresolved queued-task fabrication, procedural Dollhouse, and simulator spatial mock symbols are absent + +## Screenshot-Driven Stabilization Pass - 2026-05-01 + +### Runtime Endpoint Correction + +- Changed the iPad production backend default from `https://velocity.desineuron.in/api` to `https://api.desineuron.in/api`. +- Added automatic canonicalization for existing stored runtime configurations that still point to the legacy `https://velocity.desineuron.in/api` web host, which was returning `404 Not Found` for API routes in the screenshots. +- Updated Settings session configuration placeholder and validation guidance to point operators at `https://api.desineuron.in/api`. + +### Deployed Backend Compatibility + +- Added `VelocityAPIClient.fetchMobileEdgeBulkCompatible(...)`. +- When `/api/mobile-edge/bulk` is not deployed and returns 404, the iPad now falls back to real backend reads from existing mobile-edge calendar, alert, and per-lead event endpoints instead of failing Dashboard, Calendar, Oracle, and related refresh surfaces globally. +- Added a live-derived dashboard metrics compatibility path when `/api/dashboard/metrics` is not deployed and returns 404. The metrics are calculated only from successfully returned backend payloads, not from local mock data. +- Made CRM vocabulary hydration non-fatal in `AppStore`; missing `/api/crm/vocabularies` now records `crmVocabularyError` without taking down the app-wide refresh. + +### Page-Level UX Fixes + +- Wrapped `SettingsView` in a real vertical `ScrollView` with visible scroll indicators so the full Settings surface, including Session Configuration and Production Notes, is reachable on iPad. +- Updated Communications loading so provider-settings failure does not turn the whole Communications page into an `Internal Server Error` state when thread data can still load. +- Added a provider-state warning alert in Communications when the settings endpoint is unavailable. +- Updated Sentinel analytics 404 handling to show a clearer backend-availability message instead of a raw `Not Found`. + +### Validation + +- `xcrun swiftc -frontend -parse` across touched configuration, AppStore, networking, Settings, Communications, and Sentinel files. +- `python3 -m py_compile backend/api/routes_crm_imports.py` +- `git diff --check` across touched files. + ## Final Judgment Velocity iPad is a serious product foundation, not a toy prototype. @@ -3066,3 +4235,59 @@ My final call: - env template drift: `backend/.env.example:31-40` - minimal Dream Weaver gateway contract alignment: `dw_gateway_v2_min.py:104-161` - richer Dream Weaver contract variant: `comfy_engine/scripts/dw_gateway_v2.py:323-330` + +## Communications Page Final Production Polish + +Completed on 2026-05-03. + +- Replaced the crowded raw `Internal Server Error` plus provider warning stack with a single Communications recovery state that explains the sync problem, gives a retry action, and points the operator toward backend/provider/demo-data recovery steps. +- Added a clean no-conversations state so an empty Communications workspace no longer shows a redundant `Active Threads` card and `Select a thread` detail placeholder. +- Hid zero-value header badges in empty/error states while preserving meaningful live-thread, provider, and unread status once data exists. +- Rewrote Communications copy away from internal terminology such as `memory edge`, `crm_people`, and raw provider state language into operator-facing CRM/contact language. +- Added thread search and status filtering against the existing `/api/comms/threads` backend query parameters. +- Added an accessible refresh label for the Active Threads control. +- Suppressed zero-count alert cards so the Communications alert rail only shows actionable work or provider/linking issues. +- Renamed the transcript popup experience from `Transcript Dossier` to `Call Intelligence Brief` and changed the call-log action to `Call Brief`. +- Replaced the raw optional due-timestamp text field in Next-best Action with a native due-time toggle and compact `DatePicker`, sending ISO-8601 only when a due time is selected. +- Hardened Communications backend runtime schema creation with `ALTER TABLE ... ADD COLUMN IF NOT EXISTS` compatibility guards for `comms_threads`, `comms_messages`, and `comms_call_logs`, reducing first-load failures on older/deployed databases with drifted Communications tables. + +Validation: + +- `xcrun swiftc -frontend -parse iOS/velocity-ipad/velocity/Features/Communications/CommunicationsView.swift` +- `python3 -m py_compile backend/api/routes_comms.py` +- `git diff --check -- iOS/velocity-ipad/velocity/Features/Communications/CommunicationsView.swift backend/api/routes_comms.py ".Agent Context/Sayan's Docs/Sayan's Ipad docs/Velocity_Ipad_Production_Readiness_Audit.md"` + +## Inventory Page Final Production Polish + +Completed on 2026-05-03. + +- Reworked the Inventory header copy from mode/internal language into a product-facing description of property media, sun-path inspection, AI staging, and showroom-ready 3D inventory. +- Increased top header spacing to reduce the iPad status-bar crowding seen in screenshots. +- Defaulted the Inventory workspace to Dream Weaver in simulator builds while keeping Sunseeker as the real-device production default. This preserves production truthfulness without leading investor screenshots with a hardware-blocked state. +- Renamed `Backend Property Media` to `Property Media Library` and removed the visible backend API route copy from the page. +- Replaced the repeated large blank property-media cards shown when asset count is zero with a compact `Media assets needed` state and selectable property chips. +- Kept property selection available in the zero-media state so the page remains navigable without looking like a wall of placeholders. +- Changed the zero-media header status from `0 assets` to `Media needed`, making the gap actionable instead of visually broken. +- Shortened the simulator Sunseeker blocker so it no longer dominates the page when shown. +- Collapsed the full-height `No mapped inventory` Map-to-Dollhouse dead end into a compact setup card when no property has coordinates. +- Updated Map-to-Dollhouse copy and status text from technical/backend language to investor/operator-facing `Map View` and `3D Model` language. +- Preserved the actual Map-to-Dollhouse transition, Dollhouse lighting controls, and external showroom presentation when a shipped 3D asset and mapped inventory are available. + +Validation: + +- `xcrun swiftc -frontend -parse iOS/velocity-ipad/velocity/Features/Inventory/InventoryView.swift` +- `xcrun swiftc -frontend -parse iOS/velocity-ipad/velocity/Features/Inventory/InventoryModeAvailability.swift iOS/velocity-ipad/velocity/Features/Inventory/InventoryView.swift` +- `git diff --check -- iOS/velocity-ipad/velocity/Features/Inventory/InventoryView.swift iOS/velocity-ipad/velocity/Features/Inventory/InventoryModeAvailability.swift ".Agent Context/Sayan's Docs/Sayan's Ipad docs/Velocity_Ipad_Production_Readiness_Audit.md"` + +## Inventory Scrollability and Visibility Fix + +Completed on 2026-05-03. + +- Wrapped the Inventory workspace in a real vertical `ScrollView` with visible scroll indicators so all sections remain reachable on iPad. +- Added substantial bottom content padding so Dream Weaver controls, lower setup states, the floating dock, and the Oracle orb no longer compete for the same touch/visibility area. +- Reduced the empty Dream Weaver preview height from a large fixed block to a compact 320pt no-capture state, expanding to 380pt once a source or generated image exists. +- Kept the existing background, sheets, mode switching, media library, Dream Weaver, Sunseeker, and Map-to-Dollhouse behavior intact while improving page reachability. + +Validation: + +- `xcrun swiftc -frontend -parse iOS/velocity-ipad/velocity/Features/Inventory/InventoryView.swift` diff --git a/app/dist/index.html b/app/dist/index.html index 85df174a..679f4640 100644 --- a/app/dist/index.html +++ b/app/dist/index.html @@ -1,16 +1,13 @@ - - - - - Velocity WebOS - - - - - -
- - - \ No newline at end of file + + + + Velocity WebOS + + + + +
+ + diff --git a/app/src/app/oracle/page.tsx b/app/src/app/oracle/page.tsx index 3dfa96ac..3aae1e3a 100644 --- a/app/src/app/oracle/page.tsx +++ b/app/src/app/oracle/page.tsx @@ -22,11 +22,13 @@ import { X, MessageSquarePlus, Sparkles, + Zap, + Brain, PanelLeft, type LucideIcon, } from 'lucide-react'; import { Input } from '@/components/ui/input'; -import type { CanvasPage, CanvasPageRevision, MergeRequest, UserProfile } from '@/oracle/types/canvas'; +import type { CanvasPage, CanvasPageRevision, MergeRequest, OracleExecutionMode, UserProfile } from '@/oracle/types/canvas'; import type { ComponentRenderContext } from '@/oracle/components/ComponentRegistry'; import { useOraclePage } from '@/oracle/hooks/useOraclePage'; import { useOracleExecution } from '@/oracle/hooks/useOracleExecution'; @@ -60,6 +62,12 @@ const PROMPT_MODES: Array<{ view: string; label: string; samplePrompt: string; i { view: 'kpi', label: 'KPI Summary', samplePrompt: 'Give me a KPI summary of total pipeline value today.', icon: BarChart2 }, ]; +const EXECUTION_MODES: Array<{ value: OracleExecutionMode; label: string; icon: LucideIcon }> = [ + { value: 'auto', label: 'Auto', icon: Sparkles }, + { value: 'fast', label: 'Fast', icon: Zap }, + { value: 'thinking', label: 'Thinking', icon: Brain }, +]; + const BASE_CTX: ComponentRenderContext = { tenantId: '', actorRole: 'sales_director', @@ -116,6 +124,7 @@ export default function OraclePage() { const [prompt, setPrompt] = useState(''); const [selectedMode, setSelectedMode] = useState(PROMPT_MODES[0]); + const [executionMode, setExecutionMode] = useState('auto'); const [viewDropOpen, setViewDropOpen] = useState(false); const [listening, setListening] = useState(false); const [railOpen, setRailOpen] = useState(false); @@ -208,6 +217,7 @@ export default function OraclePage() { prompt: clean, tenantId: me.tenantId, actorId: me.userId, + executionMode, placementMode: me.canvasPreferences.defaultPlacementMode, conversationContext: history.flatMap((entry) => [ { role: 'user' as const, content: entry.execution.prompt }, @@ -227,7 +237,7 @@ export default function OraclePage() { } await Promise.all([refresh(), loadCanvasSessions()]); - }, [prompt, inFlight, page, me, submit, history, applyRevision, refresh, loadCanvasSessions]); + }, [prompt, inFlight, page, me, submit, history, executionMode, applyRevision, refresh, loadCanvasSessions]); const handleMic = useCallback(() => { const browserWindow = window as Window & { @@ -736,6 +746,31 @@ export default function OraclePage() { {viewDropOpen &&
setViewDropOpen(false)} />}
+
+ {EXECUTION_MODES.map((mode) => { + const active = executionMode === mode.value; + return ( + + ); + })} +
+