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Directional close signal for active opportunities. Provisional only: Odoo remains authoritative for probability, stage, and quote state.
Search every call, text, deal, and form at once — you'll get a plain-language answer with the records it came from.
The Project Brief Preflight extracted from a sales call review — scope items, open questions, and risk, each grounded in a citation. Enter a call review ID to load its brief.
What ODB sells — the menu the scope extractor maps customer language to. These were AI-drafted from your dossiers + won quotes; they're the broad reference register, not the menu yet. This is a reduction gate: decide each one — Core (keep) · Add-on only · Package · Future · Bespoke review · Parked · Hard no. The goal is fewer, better-supported offerings — not keeping all of them.
Measures whether AI drafts & classifications are safe enough to delegate further — counts of AI candidates by outcome (accepted · rejected · edited · policy-flagged · stale), segmented by candidate type, plus the derived acceptance / edit / rejection rates. This reflects the AI pipeline's behavior, not customer or commercial truth; the underlying data is under forensic audit. Auto-send stays disabled regardless of these numbers.
Open AI-extracted obligations from call reviews that still need a human decision. Approve accepts as-is, Convert accepts and links it to created work, Reject declines with a required reason. Only grounded (Tier-A) candidates are safe to approve — dangling / ungrounded / unreconciled ones are flagged verify-first and their approve/convert buttons are disabled until you confirm the evidence. Auto-send stays disabled regardless.
Send a customer their preparation & logistics guide once the build is scheduled. Pick the sale order, enter the drop-off date & time by hand, preview the exact message, then confirm. The text goes to the contact on the order — the phone is never guessed.
Entered by hand — never auto-pulled. This is when the customer brings the van to the Arvada shop.
Pick a contact, then open the Secure Payment portal with their details prefilled. You review and create the share there, then send the secure link. Bank details never touch this app.
?boottrace=1 to the URL to get a toast summary on every boot.Scope sheets missing structured vehicle year / make / model. Open each to confirm via the label-parse or "🔎 Pull vehicle" button on the sheet (INF-529 / INF-664).
Destructive actions will be added here. Nothing here yet.