Closer

Billing system architecture plan: grounded codebase research (2 explore agents mapping enforcement points), 31-decision technical spec · Phases 1-3: Stripe foundation (migration 0027, DB accessors), signature-verified idempotent webhook state machine, 3-layer suspension enforcement (API 402, publish-boundary drop, self-parking workers)

Sprint plan: 8 raw ideas -> 9-phase implementation plan, built from a 4-agent codebase audit · True-cost (COGS) model: verified pricing for Fly/Neon/Clerk/Vercel/Inngest/R2/AssemblyAI/DeepSeek, scaled to 10/20/50/100 agents and 5/10/20 dealerships

Redesigned the Closer iPad capture app: 3 sandbox concept directions, picked Glass Sibling, refined to rev-2 (discreet recording welcome-mat + session bar, dock, tagline) · Ported the agent app to SwiftUI: GlassTheme tokens, role-gated app shell, discreet capture states, list-first client rolodex (list -> full-screen profile), legacy testing-layout behind a wrench toggle

Sprint 3B follow-up drafter: finalize-time AI cadence ghostwriting (day-0/2/5/10 email/text/call in the salesperson's voice, grounded in transcript + close_path/personal_context insights) → existing follow_ups table, migration 0015, shared Zod contracts, orchestrator wiring, FOLLOW_UP_DRAFT_MODEL override, 10 unit tests · Sprint 3B rolodex + lead-lifecycle API (:3002 sidecar): rolodex list, lead detail (identity/history/facts/vehicles/insights/decrypted drafts), follow-up status transitions, lead won/lost/reopen, remind-me (presets + exact-day picker), reassign, roster, redraft — with attribution_events + fail-closed auth + route tests

Phase N.2 vehicle threading: extraction schema v1.1 vehicles[] (engagement ladder, per-participant reactions, prices, eliminations) across all 5 finalize providers; conversation_vehicles persistence; flat vehicle_preferences derived from top candidate; rolling currently_discussing end-to-end (migration 0013) · Phase N.3 Insight Analyst: full-transcript reasoning pass → conversation_insights with evidence hard-gate + 'no insight' legal output; presence-gated periodic cadence via manager_presence heartbeats (migration 0014); finalize + catch-up-on-connect + brief-me/insights/detail sidecar endpoints; Sonnet default w/ DeepSeek Reasoner route for N.5 A/B

Repo consolidation: merged worktree branches, rescued unmerged Saif docs + pitch page, 9 stale branches deleted, single clean main · Full project audit via 4 parallel agents + pilot-complete sprint plan (project-audit-2026-07-03.md)

SUPPLEMENTAL CORRECTION to entry #420: captured the full Phase L.A-L.F Audio Processing Gauntlet buildout, not only the final L.F verification slice · Built live extraction gauntlet foundation: DB schema, rollback, /extraction-gauntlet route, WebSocket sidecar, 90s/2s rolling window assembler

Multi-model LLM gauntlet: 11+ paid validation runs across DeepSeek V4-Flash/V4-Pro, Kimi K2.5, Qwen3-32B, GPT-OSS-120b, Gemini 2.5/3.1, Anthropic Haiku+Sonnet. DeepSeek V4-Flash full-stack confirmed empirical winner at $40/mo per agent (3.9x cheaper than Anthropic at same quality grade). · Field definitions methodology: 47-field training doc with disambiguation/examples/edge cases, integrated into provider tool schemas across all candidates. Empirically validated as quality fix (MSRP-vs-sale-price extraction error resolved). Priority.tier locked to 28-label vocabulary; credit_tier_inference replaces duplicated payment framing field.

Ran Phase L.F end-to-end extraction gauntlet verification across default, Anthropic benchmark, pause/resume, and reconnect smokes · Captured dashboard screenshot proof for fixture, Anthropic, and pause/resume runs

Phase A.0 encryption foundation review — caught DEK cache race condition (TTL eviction zeroing buffer mid-use) + master KEK env reload on every cache miss · DB ops unblock (DATABASE_URL/migrations/backfill) + env-and-secrets.md operational guidance for TENANT_ENCRYPTION_MASTER_KEY (generation, loss scenario, rotation, backfill workflow)

B1/B2/B2-variant/B3 wearable mic gauntlet scenarios validated on real DJI Mic 3 hardware (4/4 PASS, all CSV-logged) · Discovered + diagnosed wearable route selection bug (Closer was preferring built-in mic over paired wearable); codex patched across 3 iterations

Shipped Phase B wearable mic privacy-pause flow with wearable route preference, manual Pause/Resume, 30-second auto-pause, disconnect prompts, explicit iPad-mic continuation audit events, durability pause-window handling, iOS tests, and dealer troubleshooting copy. · Shipped M4 transcription pipeline foundation with AssemblyAI primary, Deepgram fallback, tenant DEK encryption, migrations, Inngest events, recording.chunk_uploaded handler, canonical segment offsets, shared R2 key derivation, and local-dev docs.

Recovered from parallel Claude Code session collision on feat/m4-transcription-pipeline (two CC sessions caused MM index state, misplaced commit, 50+ tangled files); created wip/recovery-snapshot-2026-05-03 safety branch then surgically split work into clean branches via update-ref + bulk file checkout + manual M4-only hunk surgery on store.ts, capture-routes.test.ts, packages/shared/src/v1/capture.ts · Committed M4 transcription pipeline foundation on feat/m4-transcription-pipeline (47 files, +7092/-889: AssemblyAI/Deepgram router, tenant DEK encryption, migrations 0003/0004, Inngest events, capture-store with pg_advisory_xact_lock offset recompute, in-memory mirror)

Built per-tenant DEK envelope encryption for M4 transcript text with migrations, runtime helpers, backfill, cache hardening, and tests · Added Inngest scaffolding and explicit recording.chunk_uploaded publishing from upload completion with duplicate-safe event IDs

Audio session interruption handler shipped (production handler with .began/.ended, lastFinalizedSegment tracking, stop-during-interruption fix, discardLocalFile defensive cleanup, orange warning UI, 4 unit tests) · Phase 2 background URLSession regression diagnosed and fixed (temp filename length bug — R2 multipart IDs exceeded APFS 255-byte filename limit)

Built Phase B capture reliability foundation across iPad, API, DB, R2, and admin gauntlet surfaces · Shipped unfinished-conversation recovery flows: Finish & Upload, Continue Recording, Discard/quarantine

Built parsed-conversation continuity banner: iOS UnfinishedConversationSummary detection, banner UI with Finish/Discard action sheet, persisted closedConversationIds + PendingAbandonRequest retry queue, 24h auto-finalize, R2 quarantine via parsed_discard items, custom Decodable for legacy JSON tolerance, conversation-isolated finish path · Shipped conversation abandon API endpoint: POST /api/v1/conversations/{id}/abandon with auth + tenant + rate limit + idempotency, 'abandoned' state + recording.abandoned event type, durability + admin-health classify abandoned separately and exclude from SLO denominator, parsed_discard quarantine requires conversation_id with tenant validation

Phase B capture system technical review (3 rounds) — P0-P5 feedback, verified fixes · Phase B real-device gauntlet test plan — 35 scenarios with pass/fail criteria

Hardened Phase B capture reliability across backend, iOS, and admin surfaces. · Built the Aitheos operator health dashboard foundation and Gauntlet Mode testing cockpit.