Authenticated shellProper GalleryLegacy seed branding remains in the active Workspace, matching policy and Project Template copy.
The Design Registry or the actual customer Workspace name
Live correction requiredPipelinesLead, LD-* and /admin/leadsLegacy aliases may remain only for migration, redirects and audit.
Project Opportunity or Pipeline Record with its canonical identifier and route
Live correction requiredPipelinesCustomer-created PipelineCustomer is ambiguous because Client is already a governed participant type.
Workspace-created Pipeline
Documentation correctedActivityCustomer touchpointThe timeline can contain interactions with more than Clients.
External touchpoint, with Client, Designer or Provider identified where relevant
Documentation correctedMatchmakingCompatible partnersPartner is not a canonical catch-all participant type.
Compatible Designers, Compatible Providers or Match Candidates
Live correction requiredAssignmentsOffer and Assignment in one lifecycle surfaceAcceptance does not erase the Offer or make it the Assignment record.
Offer and Project Assignment as separate related records
Future Spec 10 correctedProjectsProject Stage or seven-stage processStage is reserved for Pipeline workflow positions.
Project Phase or seven-Phase process
Documentation correctedProjectsPartner rolesA participant role and a need for a Provider Category are different concepts.
Project Participants and Provider Requirements
Live correction requiredProjectsProject Book as a record typeProject Presentation is the Client-facing authored webpage/PDF.
Project Record; Project Book only as an experience label
Glossary clarifiedProjectsClient / household as editable textHousehold may be a display label, but it cannot replace the canonical Client relationship.
Linked Client Entity
Live correction requiredSettingsRole as authorityA Role Label never grants access by itself. Permission set is an internal implementation description, not the customer-facing product term.
Role Label for customer language; Access Role for authority
Glossary clarifiedProvidersVendor used for every external businessVendor remains correct for Purchase Orders, Vendor quotes and product-source APIs.
Provider generally; Vendor only for Vendors and Product Suppliers
Ongoing enforcementDesigner StudiosProvider directory eyebrow and Back to Designer NetworkDesigner Studios and Providers are separate Entity types even though they reuse directory components.
Designer Studios directory
Live correction requiredDesigner StudiosLog in to workspaceCross-Workspace access must communicate reason, scope, expiry, banner and audit rather than imply possession of another user’s login.
Start Administrative Access Session
Live correction requiredDesigner StudiosLeads & assignments and Manage brokerageThe brokerage language and Lead routes belong to the retired business model.
Offers & Project Assignments and Manage network relationships
Live correction requiredDesigner StudiosTeam count 2 but Teammates table 0Profile badges and embedded People settings must query the same canonical Membership set.
One Membership-backed Teammate count
Data conflictProvidersProvider typeCategory controls application, qualification, profile, Matchmaking and operating workflow.
Provider Category
Live correction requiredProvidersOnly All in an empty category filterThe network architecture must be discoverable before the first Provider is provisioned.
All nine Provider Categories remain visible with zero counts
Live correction requiredClientsOne client profile claim with no Client profile routeThe directory currently exposes only an Edit modal and legacy Lead summaries.
Dedicated Client Profile
Live correction requiredEntity profilesActivity and History render the same eventsThe two modules require distinct purpose, visibility and retention.
Activity for participant-readable operational events; History for immutable audit changes
Live correction requiredTasksEdit opens an empty Create task formThe current action risks duplicate creation and cannot safely update the intended Task.
Edit Task with the selected Task’s current values and identity
Critical live defectTasksTask links limited to Designer, Project and Project OpportunityProviders, Clients, Applications, Project Phases, Provider Jobs, Work Orders, Items and other operational records are missing.
Typed Task Links to every supported canonical work context
Live correction requiredTasksDemo Administrator in rows but Brad Mitchell in the editorOwner options, saved Task values, grids, exports and Activity must resolve the same User and Membership.
One Membership-backed display identity for the same Task Owner
Data conflictCommercialProposals disabled with no availability labelA disabled unlabeled navigation item appears broken rather than intentionally unavailable.
Proposals — Coming soon until the route and records are implemented
Live correction requiredReportingReports disabled with no availability labelRegistry, Designer Studio and Provider reports require distinct scopes and must not be implied by a placeholder.
Reports — Coming soon until audience-specific reporting exists
Live correction requiredPeople settingsCustom roles metric and + New roleRole Labels describe functions; they are not Access Roles and do not independently grant permissions.
Role Labels and + New role label
Live correction requiredPeople settingsTeammate and Administrator both marked Default on inviteInvitation defaults must be deterministic, while additional labels may be added explicitly.
Exactly one active default Role Label per Workspace
Data conflictWorkspace ProfileProper Gallery and workspace type platform adminLegacy seed branding and implementation-oriented Workspace type labels must not become customer-facing canonical data.
Actual Workspace display name and Registry Administration Workspace type
Live correction requiredProfilesUser and Workspace Profiles as a separate Settings-only designIdentity, permitted modules and Overview Cards vary by profile type; the Profile Header, tabs and shared module architecture do not.
Shared Profile Framework for Client, Designer Studio, Provider, User and Workspace Profiles
Documentation correctedTask BuilderLeads moduleLead is a retired alias and should not define a reusable automation context.
Project Opportunities or Pipeline Records
Live correction requiredTask BuilderUrgent available in templates but absent from Tasks directory filtersA Task created as Urgent must remain findable and reportable everywhere.
One shared Priority registry used by builders, forms, grids, filters, exports and reports
Data conflictApplications BuilderEvery Application details item resolves to Damage documentation and claims processReviewers cannot trust the Application summary until field mappings are repaired, migrated and regression tested.
Each summary item maps to its intended stable submitted field
Critical live defectNotifications Builder28 invitation, Application and provisioning events presented as the product event catalogueOffers, Projects, Tasks, commercial records, receiving, delivery, Files, approvals, communications, security and integration events remain to be registered.
A versioned cross-product Domain Event catalogue
Coverage gapShared fieldsPhone numbers as general textA present phone number never implies SMS capability or consent.
International Phone Number component with E.164 storage, raw input, country, extension, type, verification and separate consent
Standardization requiredShared fieldsLocally ordered dropdown optionsAlphabetize by display label unless the registry defines a meaningful semantic order.
Single-Select backed by a stable Option Registry and deterministic order
Standardization requiredShared fieldsCheckbox lists and ad hoc multi-value dropdownsMultiple values must not be serialized as comma-joined strings.
Multi-Select with stable relationships, search, chips, limits and explicit select-all scope
Standardization requiredShared fieldsDollar signs, percentages and units embedded in display stringsFormatting belongs at the display boundary; canonical values retain currency, unit and basis separately.
Typed Money, Rate, Percentage and Number components with precise canonical storage
Standardization requiredShared fieldsDate inputs without explicit timezone semanticsTimed events store an instant and IANA timezone; date-only values never drift across timezones.
Distinct Date-only, local date-time, absolute timestamp and range components
Standardization required