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Feature Roadmap

Everything we've built and what's next β€” updated live
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100% COMPLETE | Updated 2026-03-30 21:10 MST | All features built

πŸ“š Key Documents

βœ… Built (37)

#SystemDescriptionπŸ“„
1Classification Engine βœ…Deterministic Python entity router, 11/11 testsπŸ“„
2Supabase Schema βœ…55+ tables, entity-tagged, 900+ columnsπŸ“„
3ETL Migration βœ…31K rows migrated from 9 old instancesπŸ“„
4Entity Tagging βœ…25K+ rows classified by entityπŸ“„
5Proposal Engine βœ…6 polished proposals with attack plansπŸ“„
6Follow-up Email Engine βœ…6 personalized emails with data room links
7Data Room Engine βœ…6 email-gated client pages with valuations
8Profile Engine βœ…6 structured profiles with slider-bar fieldsπŸ“„
9Engagement Engine βœ…DNC check, per-buyer scripts, 30/60/90 timelinesπŸ“„
10Meeting Engine βœ…Per-meeting custom prep pagesπŸ“„
11Company Hub βœ…Single page per company with everything linkedπŸ“„
12Dashboard βœ…Revenue forecast, pipeline, KPIsπŸ“„
13Orchestrator βœ…5-min poll, dispatches work to agent_queueπŸ“„
14Worker βœ…Processes queue items, routes to agent modulesπŸ“„
15Watchdog βœ…15-min health check, auto-restarts dead processesπŸ“„
16Web Server βœ…localhost:8080 with sidebar nav, 25 endpointsπŸ“„
17Auto-Refresh βœ…Hub + dashboard regenerate after engine runsπŸ“„
18Slack Messages βœ…Copy-paste Slack messages for MarkπŸ“„
19Step Tracking βœ…step_log table β€” no duplicate API spend
20Cost Tracking βœ…Per-record spend on companies + contacts
21Human Audit System βœ…verification_pairs + review_queue + sampling
22Version Engine βœ…page_versions table, 26 pages versioned
23Buyer Research βœ…193 buyers identified, 51 HTML 1-pagers
24Research Transparency βœ…Inside-out view per companyπŸ“„
25EBITDA Levers βœ…180 items across 7 verticalsπŸ“„
26Buyer Expansion βœ…10β†’35 buyers per sell-side company
27Buyer Enrichment βœ…20 buyers upgraded to SAP-quality with Exa
28Exa Client βœ…curl-based, fixed urllib 403πŸ“„
29Tool Health Monitor βœ…7 tools tracked, iMessage alertsπŸ“„
30Troubleshooting Playbook βœ…Exa 403 case documented, standard 403 diagnostic
31Comment Widget βœ…πŸ’¬ on every section, writes to SupabaseπŸ“„
32Version Slider Widget βœ…Prev/next navigation, old version warningπŸ“„
33Vercel Deployment βœ…91+ pages live at os.chapter.guide
34Revenue Forecast βœ…$5.2M pipeline, $914K weightedπŸ“„
35LLM Registry βœ…7 models tracked with performance scoring
36Deal Goals Tracker βœ…Weiser: 5 meetings target by 2026-12-31
37Deal Side Flags βœ…Propagated to all tables, 118 rows updated

βœ… Newly Built β€” Session 2026-03-30 (24 features)

All 20 execution-machine features built in single session. Backend Python modules + Vercel API routes + dashboard HTML pages. 4 additional features marked done (superseded).

#SystemDescriptionπŸ“„
62Letter Template Engine βœ…Researchβ†’letter pipeline, personalization scoring, per-entity tone, 3 variantsπŸ“„
63Lob API Integration βœ…Physical letter delivery, address validation, webhook tracking, cost loggingπŸ“„
64Campaign Manager UI βœ…250/150 rule dashboard, queue depth, send cadence controls, Telegram alertsπŸ“„
65SAP Turbocharging βœ…Query batching, industry caching (7-day TTL), rate limiting, cost tracking
66Auto-Regeneration βœ…5-min daemon, change detection, auto git+push, Vercel deploy, DNC skip
67Source Attribution UI βœ…Footnotes on every fact, primary/secondary tagging, corroboration badgesπŸ“„
54Salesfinity Integration βœ…6 pre-load gates, dialer loading, call outcome sync, urgency scoringπŸ“„
68Listener Agent βœ…5-channel scanner (Salesfinity/Gmail/Lob/Calendar/Slack), 16 play typesπŸ“„
69Research Templates βœ…7 verticals Γ— 3 entities, Exa query templates, story hooks, letter anglesπŸ“„
41Buy-Side Interactive Proposals βœ…Criteria sliders, 5 fee modes, buyer match scoring, data room gateπŸ“„
42SAP-Quality Research Pipeline βœ…7-section audit, batch turbocharging, pipeline status dashboardπŸ“„
51Situation Library + Play Templates βœ…16 situation types, 16 play templates, trust-gated executionπŸ“„
53Graduated Auto-Trust βœ…10-approval threshold, inspection windows, rejection penalties, Telegram notifyπŸ“„
56LinkedIn Automation βœ…3-touch sequences per entity, 50/day connection limit, response trackingπŸ“„
57Client Portal βœ…Email-gated login, campaign visibility, letter draft editing, progress trackingπŸ“„
58Meeting Page v2 βœ…Pre/during/post-meeting workflow, 30+ field data capture, action itemsπŸ“„
59Transcript β†’ Action Items βœ…Claude CLI extraction, structured action items, emotional signals, play creationπŸ“„
70Permission Resolution βœ…Permissions log, auto-approve config, subagent access rules
38Interactive Proposal Pages βœ…Superseded by #41 Buy-Side Interactive Proposals
43Source Attribution v1 βœ…Superseded by #67 Source Attribution UI
47Conflict Resolution Modal βœ…Already built β€” conflict-resolver.js (387 lines)
55Letter Mailing v2 (Handwrytten) βœ…Superseded by #63 Lob integration. Handwrytten killed β€” no extra platforms.
39Page Template System βœ…Master CSS (1,255 lines), print CSS, entity themes (NC blue, AND black/gold, RU red), 3 view modes, 7 page typesπŸ“„
40Why Sell Narratives βœ…Buyer-facing pitch engine β€” 5 narrative components, "why sell to THEM" packages, client view toggleπŸ“„
44Diff View on Regeneration βœ…Section-level diffs, version history with revert, Telegram alert on >20% changeπŸ“„
45Dβ†’C Feedback Conversation βœ…Always-on agent with 3-tier LLM fallback (Claude β†’ DeepSeek β†’ templates), 5-status workflowπŸ“„
46Research Method Learning βœ…Correction β†’ learning extraction β†’ staged method proposals β†’ approval β†’ active. Success rate tracking.πŸ“„
49Activity Feed (Guardrail Log + Away Summary) βœ…Combined activity feed + guardrail violations. Own page linked from dashboard + home.πŸ“„
71Mobile Audit βœ…541-line mobile CSS, 29 client-facing pages optimized, touch targets, lighthouse audit script

πŸ—‘οΈ Killed (1)

#SystemReason
48Google Drive Template PullKilled β€” no external platform dependencies. Templates managed in Supabase.