| Transition | Status | Trigger |
|---|---|---|
| 🔴 to 🟢 | Allowed | External barrier lifted (OAuth approved, partner program, etc) |
| 🟡 to 🟢 | Allowed | Founder provided data / decision / document / input |
| 🟢 to 🔵 | Allowed | Task completed; commit landed |
| 🔵 to anything | Forbidden | 🔵 is irreversible |
| 🟢 to 🟡 | Exception only | Requires written explanation in commit |
| 🟢 to 🔴 | Forbidden | Cannot quietly punt to "external" |
| New 🔴 | Forbidden | Frozen list of 3 as of 2026-05-07 |
| ID | Task | Stage | Color | Date | Commit |
|---|---|---|---|---|---|
| W.1 | Real-PDF calibration on 10 Niia-style supplier invoices. Round 3 final: 7/9 traps caught immediately + 2 auto via 4-week history = 9/9 effective. words_numbers detector EN/RU/FR/PT/KA | A | 2026-05-09 | 26c1eaa | |
| W.2 | Watchdog-only smoke on founder phone (about 20 min, invoice ingestion to WhatsApp button reply path) | D | 2026-05-07 |
| ID | Task | Stage | Color | Date | Commit |
|---|---|---|---|---|---|
| M.1 | Brainstorm MVP scope: cost-side only vs cost-side plus manual revenue input. Decision binds GAP-B for Margin Machine | A | 2026-05-07 | ||
| M.2 | Populate USAR chart of accounts in Business DB for Niia's two cafes (after M.1 sets the default template) | C | 2026-05-07 | ||
| M.3 | Founder initiates Toast / Square / Clover partner program registrations (4 to 12 week clocks start) | A | 2026-05-07 | ||
| M.4 | Synthetic E2E: weekly P&L cron with seeded test data, WhatsApp template fires for tenant | B | 2026-05-07 | c6a0a23 | |
| M.5 | Real E2E: Margin Machine on Niia's loaded USAR data | C | 2026-05-07 |
| ID | Task | Stage | Color | Date | Commit |
|---|---|---|---|---|---|
| R.1 | Google Business Profile production OAuth submission (founder fills consent screen, ensures privacy + ToS pages on orbis.restaurant, records demo, submits; Claude prepares justification text) | A | 2026-05-07 | ||
| R.2 | Connect Niia's two GBP accounts (after R.1) | C | 2026-05-07 | ||
| R.3 | Synthetic E2E: test review through analyzer / drafter / poster (dry-run, no real publish) | B | 2026-05-07 | 7ce4cba | |
| R.4 | Real E2E: first real review on Niia cafe to draft to founder approval to publish | C | 2026-05-07 |
| ID | Task | Stage | Color | Date | Commit |
|---|---|---|---|---|---|
| J.1 | First dictation slice (30 min, highest-leverage topic for Brooklyn coffee shop owner). Expand to additional sessions ONLY after value-prop validated with Niia's first questions | A | 2026-05-07 | ||
| J.2 | NYC F&B regulations corpus ingest (DOHMH, NYSLA, NY DOL, DCWP) | B | 2026-05-08 | b270b6f | |
| J.3 | Founder + Claude decide cross-tenant shared knowledge base vs per-tenant isolation | A | 2026-05-07 | ||
| J.4 | Synthetic E2E: query / retriever / synthesizer with citations from source material | B | 2026-05-07 | 09b7722 | |
| J.5 | Real E2E: Niia asks ("what is normal food cost for a Brooklyn coffee shop"); Brain answers from J.1 + J.2 | C | 2026-05-07 |
| ID | Task | Stage | Color | Date | Commit |
|---|---|---|---|---|---|
| S.1 | FLSA federal labor rules layer (NJ deferred until first NJ client) | B | 2026-05-08 | fe5baca | |
| S.2 | Manual schedule input for Niia's two cafes into schedules table (founder mediates import from her current system) | C | 2026-05-07 | ||
| S.3 | POS schedule integration via Toast / Square / Clover (depends on M.3) | E | 2026-05-07 | ||
| S.4 | Synthetic E2E: compliance-calendar-check cron on test data fires WhatsApp alert on overtime risk | B | 2026-05-07 | 09b7722 | |
| S.5 | Real E2E: Shift Guardian on Niia's loaded schedule | C | 2026-05-07 |
| ID | Task | Stage | Color | Date | Commit |
|---|---|---|---|---|---|
| F.1 | NYC DOHMH scraper: pull restaurant inspection results by address into compliance_calendar | B | 2026-05-08 | 2768bd5 | |
| F.2 | NYSLA scraper (NY State Liquor Authority). Built when first liquor-licensed client arrives; coffee-shop-only Niia does not need it. No external barrier; only sequenced to Stage E | E | 2026-05-08 | 7806454 | |
| F.3 | License data input for Niia's two cafes into compliance_calendar (founder coordinates with Niia for permits / renewals / fire dept certs) | C | 2026-05-07 | ||
| F.4 | Synthetic E2E: Sentinel cron checks upcoming renewal, fires WhatsApp alert at 60 / 30 / 14 day windows | B | 2026-05-07 | 09b7722 | |
| F.5 | Real E2E: Sentinel on Niia's loaded license data | C | 2026-05-07 |
| ID | Task | Stage | Color | Date | Commit |
|---|---|---|---|---|---|
| Q.1 | Full one-day E2E across 6 agents on a fresh test tenant qa-2026-05-XX (founder simulates Niia: invoice, P&L query, review query, Brain question, compliance alert, sentinel renewal). Folds in W.2 Watchdog smoke | D | 2026-05-08 | 507db98 | |
| Q.2 | Onboarding script polish: add specific prompts for POS access, GBP access, license document handoff to the existing 35-question anketa | B | 2026-05-08 | 520703d | |
| Q.3 | Cockpit web UI smoke: open https://app.orbis.restaurant/cockpit/b/<token> and verify invoice timeline plus alerts render | D | 2026-05-08 | 1685a63 |
| ID | Task | Stage | Color | Date | Commit |
|---|---|---|---|---|---|
| N.1 | O.2 - revoke leaked GitHub PAT ghp_GFdLNg... via github.com/settings/tokens. About 30 seconds founder time | A | 2026-05-07 | ||
| N.2 | O.3 - replace simple WhatsApp webhook verify tokens (orbis_verify_2026, alter_webhook_verify_2026) with random tokens. Instructions in 2026-05-08_O3_verify_token_replacement_instructions.md. About 15 to 20 minutes founder time | A | 2026-05-07 |
| ID | Task | Stage | Color | Date | Commit |
|---|---|---|---|---|---|
| GAP-A | Audit trail event-bus emissions for the other 5 agents (Margin Machine, Review Guardian, Brain, Shift Guardian, Sentinel). Same fire-and-forget pattern as Watchdog. About 2 to 3 hours per agent | B | 2026-05-07 | 3fbf03a | |
| GAP-B | Per-agent docs/<agent>/scope-mvp-vs-pro.md for the other 5 agents (after each agent's brainstorm). About 30 to 60 min per agent | B | 2026-05-08 | 045681b | |
| GAP-C | Test infrastructure: adopt node --test runner as canonical, add GitHub Actions workflow running node --test tests/ on every PR. About 4 to 6 hours. NOTE: runner side shipped (commit 90b3358); CI workflow file blocked because active GitHub PAT lacks 'workflow' scope. Staged at docs/ci/github-actions-test.yml.template. Founder unblocks by adding 'workflow' scope to PAT (30 sec at https://github.com/settings/tokens) - then Claude moves the file in one commit. | B | 2026-05-07 | partial: 90b3358 | |
| GAP-D | Sentry alert rule calibration after Niia's first 7 days of live data (review event volumes, adjust thresholds). About 30 to 60 min | E | 2026-05-07 | ||
| GAP-E | DB restore drill: restore a recent Supabase snapshot to staging, verify integrity, document procedure in docs/runbook/db-restore.md. About 1 to 2 hours | B | 2026-05-08 | 9c22ff5 | |
| GAP-F | Stripe end-to-end smoke: checkout to webhook to stripe_webhook_events row to manager_profiles row to onboarding template fires. Test mode. Document in docs/runbook/stripe-e2e-smoke.md. About 2 to 3 hours | B | 2026-05-08 | 86c46d4 | |
| GAP-G | Meta whatsapp_business_management re-submission after 2026-04-09 rejection. Stage A: screencast script + justification doc + privacy responses (3 to 4 hours). Stage E: founder submits, 4 to 8 week clock | A | 2026-05-07 | ||
| GAP-H | Incident Pattern verification: confirm orchestrator runs on cron envelope, trace Review Guardian and Sentinel wiring, run synthetic E2E injecting 3 incidents, refine product-state audit Part 2. About 3 to 5 hours | B | 2026-05-08 | 6edfa73 | |
| GAP-I | Brain memory pruning scalability plan: audit current pruning effectiveness, build growth model, document tier-based retention policy in docs/architecture/brain-memory-scalability.md, add memory-archival-monthly cron if needed. About 4 to 6 hours analysis + 2 to 4 hours coding if cron added | B | 2026-05-08 | d49af7d | |
| GAP-J | Cron observability + alerting wire-up: route logger.error for cron failures into Sentry, add daily morning-cron-health-summary digest cron, add cockpit-style /cockpit/cron-health/<token> view, document SLO. About 4 to 6 hours | B | 2026-05-08 | 7c39538 |
| ID | Task | Stage | Color | Date | Commit |
|---|---|---|---|---|---|
| BSO.0 | Founder submits Meta template business_signup_reminder (UTILITY). Required for 24h-window reminders. Wallet card in audits/2026-05-09-wallet-card-BSO0-meta-template-submit.md | A | 2026-05-09 | ||
| BSO.1 | Routing fix: intent-classifier + Business signup branch in message-router. Safety gate | B | 2026-05-09 | e067f87 | |
| BSO.2 | DB migration: discovery_state, discovery_answers, signup_source on restaurants; signup_source on discovery_interviews; pending_outbound_messages table; business_signups_stalled view | B | 2026-05-09 | e067f87 | |
| BSO.3 | business-signup-bot.js: state machine + 8-question sequence (7 conversational + email) + activation via runSubmitPipeline | B | 2026-05-09 | e067f87 | |
| BSO.4 | outbound-scheduler.js + business-signup-pacer cron (every minute). DB queue with pacing rules: max 2/day, ≥6h gap, 10-18 ET, skip Sat-Sun first 14 days | B | 2026-05-09 | e067f87 | |
| BSO.5 | Admin cockpit /admin/stalled-signups: founder feed of paused signups + reach-out / abandon / resume CTAs. INTERNAL_API_SECRET gated | B | 2026-05-09 | e067f87 | |
| BSO.6 | Integration tests: bot state machine, pacer due-now, end-to-end synthetic. ~25 cases | B | 2026-05-09 | ||
| BSO.7 | Live smoke: founder runs /business/signup flow from personal phone, end-to-end progresses through 8 questions, runSubmitPipeline activates the tenant | D | 2026-05-09 |
| ID | Task | Stage | Color | Date | Commit |
|---|---|---|---|---|---|
| CP.1 | Hero pin-screen with rotating D3 globe inside the O of ORBIS, ported from main site (desktop only; mobile fallback to plain O) | D | 2026-05-10 | ||
| CP.2 | Always-on pulse strip top bar: MRR / Clients / Saved month / Trials expiring / Incidents | D | 2026-05-10 | ||
| CP.3 | 5-tab navigation shell: Today / Clients / Money / Agents / Settings (hidden Build slot wired) | D | 2026-05-10 | ||
| CP.4 | Today tab: action cards (urgent/warn/normal) + AI briefing block + event feed | D | 2026-05-10 | ||
| CP.5 | Clients tab: card layout + drill-down modal with curated profile fields + Hide-Synthetic filter default ON | D | 2026-05-10 | ||
| CP.6 | Money tab: 3 big-num heroes + 12-month MRR chart with empty-state + Movement + Trial expirations + Costs + Margin | D | 2026-05-10 | ||
| CP.7 | Agents tab: 6 cards (Watchdog/Discovery/Brain/Sales/Cockpit/Wins) with role descriptions instead of opaque numbering | D | 2026-05-10 | ||
| CP.8 | Settings tab: PIN rotation with confirm-pin + irreversibility checkbox + copy-PIN-after-rotate UI | D | 2026-05-10 | ||
| CP.9 | Backend rotate-token endpoint + override-file loader (mode 0600) + hot-update config.adminToken in-memory | D | 2026-05-10 | a6d483c | |
| CP.10 | New admin endpoints: /admin/money/trend + /money/movement + /agents/stats + /events (4 endpoints wiring real DB data) | D | 2026-05-10 | 0272c83 | |
| CP.11 | Code review pass: 5 production-blocker fixes (C-1 trial enum, I-1 stale Business MRR, I-3 cron filter, I-6 spurious-401-logout, I-8 missing error log) | D | 2026-05-10 | 4f0866b | |
| CP.12 | Atomic swap of /var/www/orbis-expert/index.html (old archived as .bak.pre-v2.2026-05-10) | D | 2026-05-10 | ||
| CP.13 | mrr_snapshots table + monthly cron registered (1st of month 00:01 UTC) + backfill script (12 months filled) | D | 2026-05-10 | 82fa224 | |
| CP.14 | platform_events table + lib/platform-events.js fire-and-forget emit helper (15 event types). Hook points deferred. | D | 2026-05-10 | 82fa224 | |
| CP.15 | llm_usage table + lib/llm-usage.js Anthropic SDK wrapper + lib/llm-pricing.js cost table | D | 2026-05-10 | 82fa224 | |
| CP.16 | wa_usage table + lib/wa-pricing.js Meta cost table + post-send hook in lib/whatsapp-client.js | D | 2026-05-10 | 82fa224 | |
| CP.17 | /admin/money/costs endpoint + Costs panel rendering 4 lines + live Margin line on Money tab | D | 2026-05-10 | 82fa224 | |
| CP.18 | /admin/today/briefing endpoint with Claude Sonnet 4.6 + 1h in-memory cache + template fallback on LLM error | D | 2026-05-10 | 82fa224 | |
| CP.19 | URL-param bypass ?go=PIN for browser autofill corruption cases. Auto-auth + cleans URL from history. | D | 2026-05-10 | ||
| CP.20 | Auth flow hardening: api() helper no longer force-logout on spurious 401 from legacy admin routes | D | 2026-05-10 | ||
| CP.21 | Build space integration: Business/Build switcher in panel embeds master cockpit + 3 plans + living plan via iframe sub-tabs | D | 2026-05-10 | ||
| CP.22 | cockpit-canon.css + cockpit-canon.js overlay injected into all 5 engineering plan HTMLs. Visual unification with panel. | D | 2026-05-10 | 303603f |
From ORBIS Reality Check 2026-05-10. Sits in Business plan because Business is the main commercial path - fundraising narrative anchors to Sovereign-tier traction. Personal/Alter inherit the runway implications, but the action belongs here. Closure = submission actually fired, not just deck ready.
| ID | Task | Stage | Color | Date | Status |
|---|---|---|---|---|---|
| FE.1 | Bread & Butter Ventures (Brett Brohl LinkedIn DM + breadandbutterventures.com). Seed $100-400k, foodtech+SaaS, $40M Fund IV closed Mar 2025. Priority-1 cold reach. | A | 2026-05-10 | pending submit | |
| FE.2 | Chingona Ventures (Samara Hernandez LinkedIn + media@chingona.ventures). Pre-seed $250k-$2M, foodtech thesis explicit. Priority-2. | A | 2026-05-10 | pending submit | |
| FE.3 | Visible Hands NYC Fellowship. $10k non-dilutive + NYC ecosystem warm intros. Eligibility: "overlooked" framing (immigrant founder from Georgia qualifies). Priority-3 (low downside). | A | 2026-05-10 | pending submit | |
| FE.4 | NYCEDC Founder Fellowship. Often paired with VHNYC; same operator. | A | 2026-05-10 | pending submit | |
| FE.5 | ERA NYC Winter 2026. $150k for 6% SAFE. NYC-grounded, restaurant-tech-friendly. ~1% acceptance. | A | 2026-05-10 | pending submit | |
| FE.6 | South Park Commons (Spring/Fall 2026). $400k for 7% + $600k next round + up to $1M AI credits. Game-changer for solo technical founder. | A | 2026-05-10 | pending submit | |
| FE.7 | MassChallenge US Early Stage 2026. Zero equity, mentors + curriculum. Window Jan 14 - Mar 4, 2026. | A | 2026-05-10 | pending submit | |
| FE.8 | Berkeley SkyDeck Batch 22. $200k for 7.5%, SF-based. Window Jan 13 - Feb 13, 2026. | A | 2026-05-10 | pending submit | |
| FE.9 | HFTP Entrepreneur 20X at HITEC 2026. Pitch competition + free booth + investor exposure. Deadline ~Mar 31, 2026. | A | 2026-05-10 | pending submit | |
| FE.10 | Techstars Future of Food (Minneapolis, Ecolab partner). $120k for ~6%. Window Mar 19 - Jun 10, 2026. | A | 2026-05-10 | pending submit | |
| FE.11 | YC Summer 2026 reapply. Updated story: Niia traction + 107k LOC shipped + competitive moat. ~May 2026 deadline. | A | 2026-05-10 | pending submit | |
| FE.12 | Branded Hospitality Ventures warm intro motion (NYC, Jimmy Frischling). Highest-fit fund. Path: founder finds NYC restaurants using Chowly/Ovation/Spendgo (Branded portfolio), opens conversation, requests intro to those CEOs, then intro to Frischling. Continuous motion 2-4 weeks. | A | 2026-05-10 | in motion | |
| FE.13 | Niia onboard kickoff communication. Re-warm Niia after >1 week silence. Send WhatsApp confirming pilot ready, schedule W.2 phone smoke. Founder time: 15 min. | A | 2026-05-10 | pending | |
| FE.14 | 5 friendly contacts outreach per week. NYC F&B network from sommelier/bartender years. Personalized WhatsApp/Instagram messages with discovery questionnaire link. Target: 12 conversations by end Q3 2026. | A | 2026-05-10 | sustained motion | |
| FE.15 | Wefunder community raise prep. Trigger: after first paying client. Reg CF + Reg A. Plausible $100-300k from NYC F&B network. Cost: ~7-8% raised + $5k legal. NOT to start before first paying client. | A | 2026-05-10 | blocked: trigger |
Excluded intentionally: foreign funds (Speedinvest/Atomico, rarely lead pre-seed US), revenue-based finance (Lighter/Capchase/Founderpath - need $10k+ MRR), Mainvest (closed Jun 2024), cold-pitch high-profile angels without warm intro (Danny Meyer / Kimbal Musk).