Session CONV-26 · session · offplan.online

Resume Prompt

Continue Wave 2 Chunk 5 — /build of plans/stage1-chunk-5-journeys.md (ratified в CONV-25, всё ratified-status в фронтматере). 10 шагов A-J, ~40 мин: §6 lead intro paragraph (mention §6.1/§6.2), new §6.1 — Sales Agent status-change form (D+E unified mechanism — 4 styled boxes: form shape augmented single-click with email-required smart-match auto-fill / smart-match email lookup logic SA→Org→new / triggers + symmetric reverse-flip с email notification одну ступень выше / audit log), new §6.2 — Channels (G — 3 boxes: 3 channels table Email+WhatsApp+Copy link / UI flow modal / default message text + locale + Stage 2 backlog note), §4.2 reverse-flip notification note под matrix, §1 SA cross-link refresh #phase-1-10 → #fd-buyer-status, Phase 1.10 v4.9 callout (verification form UI + 3 channel buttons), Phase 1.4 v4.9 callout (operator audit + reverse-flip emails + channel analytics), changelog v4.9, workstream + preview sync. F-A (buyer browse scope) — deferred Open Question, оба candidate variants (i + iii) detail-spec'ed в Open Questions section плана для будущего Roman ratification (mini-patch после). Pattern идентичный Chunks 3 + 4 (single feat commit + sync, no separate workstream). Untracked: plans/stage1-chunk-5-journeys.md закоммитится в build commit.

Summary

CONV-26 — длинная mixed-mode сессия которая закрыла 2 wave-2 chunks полным циклом и подготовила третий до ratified состояния. Chunk 3 (§4 Access) — /build по plan'у который ratified в начале сессии: 2 invite-row'а в §4.2 matrix, новые §4.5 Internal/External Sales Agent split (5-axis comparison) и §4.6 View-as-Agent (read-only admin debug), 4 phase callouts (1.3/1.4/1.10/1.11), changelog v4.7 + anchor-fix patch (всего 4 commits в os, 2 в preview). Chunk 4 (§5 Visibility) — /plan interview с 12 locked decisions (per-project model, blur+PIN entry overlay, After-PIN Discovery|Full sales, 30d cookie, contact email+phone per-project, mailto/tel CTAs, Custom preset removed) + /build: новая §5.1 PIN-protected spec (4 boxes), §4.2 row label, 3 phase callouts (1.2/1.4/1.10), changelog v4.8 (1 os + 1 preview commit). Chunk 5 (§6 User Journeys) — /plan: 12 locked decisions для D+E (status-change form augmented single-click + smart-match via email lookup + symmetric reverse-flip с email notification + audit log) + G (3 channels Email+WhatsApp+Copy link через light deep-link approach + ?ch= tracking). F-A (buyer browse scope from token) deferred as Open Question с 2 candidate variants для Roman ratification. Plan written, NOT yet built — /handoff before /build для clean context.

Changes

docs/plan/launch-plan-stage-1.html — Chunk 3: §4.2 matrix +2 invite rows + header note; new §4.5 (Internal/External SA comparison table 5 осей); new §4.6 (View-as-Agent read-only debug spec); §1 SA cross-link к §4.5; phase callouts 1.3/1.4/1.10/1.11. Chunk 4: §5 lead → per-project; preset table — Custom row replaced с PIN-protected; advanced overrides → Stage 2 deferral note; new §5.1 PIN-protected spec (anonymous flow + bypass cases + config UI + audit log); viewer states substate note; §4.2 row label update; phase callouts 1.2/1.4/1.10. Plus anchor-fix #fd-roles → #fd-entities patch.
docs/plan/launch-plan-changelog.html — v4.7 entry (Chunk 3) + v4.8 entry (Chunk 4) поверх v4.6.
workstreams/stage1-roman-integration.md — multiple updates: Chunk 3 closed entry в Session Log, Chunk 4 closed entry, What's Next переписан на Chunk 5 (после CONV-26 — на /build pending). Frontmatter last_session: CONV-25 уже установлено внешним external mid-session edit (sales-app mockup parallel work); сейчас обновлю на CONV-26 финально в Step 6.
plans/stage1-chunk-3-access.md — committed в build commit (status: ratified, ratified date set).
plans/stage1-chunk-4-visibility.md — committed в build commit (status: ratified).
plans/stage1-chunk-5-journeys.md — NEW написан (status: ratified в frontmatter), ~280 lines, untracked локально — закоммитится в /build commit следующей сессии.
Preview repo (~/code/offplan-online/preview/): synced launch-plan-stage-1.html + launch-plan-changelog.html после Chunk 3 (9156c76 + a7b729d anchor fix), после Chunk 4 (03376ed), всего 3 commits / 2 push'ей.
docs/daily/session-start.txt — recorded session start (Step 0 of /resume).

Decisions

Chunk 3 (§4 Access) — 3 design decisions locked в CONV-24, applied here. Internal vs External Sales Agent — это одна role с разным operational context, не разные roles. Базовые permissions в §4.2 идентичны; различия — на 5 orbital осях (stock pool default, cross-team visibility, invitation source, removal authority, reports/analytics scope). Закрепляется comparison table в новой §4.5. Rejected: 6-я колонка в matrix или полный split в новые роли (overhead). View-as-Agent = read-only admin debug tool для Owner/Admin/Sales Manager (Sales Agent — нет, его view = normal login state #4); persistent toggle с banner; audit log entry; explicit «НЕ impersonation» — operator impersonation deferred to Stage 4 в Phase 1.4.

Chunk 4 (§5 Visibility) — 12 design decisions locked в interview. Visibility = per-project model в Stage 1 (org-default deferred Stage 2). Custom preset удалён — 4 чистых preset (Private / Discovery / Full sales / PIN-protected) покрывают MVP-needs; granular toggles defer Stage 2 если многопроектные студии попросят. PIN-protected = blur + PIN entry overlay (CSS filter blur(12-16px) на content wrapper + fixed centered card с input + Email us/Call us CTAs); 30-day cookie после правильного ввода; Owner picks After-PIN view = Discovery | Full sales (secondary dropdown — pre-launch без цен → Discovery, с готовыми ценами → Full sales). Buyer-token bypass'ит PIN (token = pre-auth со стороны Sales Agent'а). Per-project contact fields разворачиваются в PIN-protected setup form (email required + phone optional, default email = Owner email); per-project flexibility («секретарь / менеджер / агент» на каждый проект). PIN screen «Contact us» = native mailto: + tel: ссылки, ноль backend'а.

Chunk 5 D+E — 8 decisions locked в interview, plus reconciled с CONV-22 unified mechanism. Status-change form = (i') augmented single-click verification form — Sales Agent в admin'е unit card → клик «Mark as Reserved» (амбер) или «Mark as Sold» (red) → modal с email-only required field (smart-match autocomplete из buyer-records этого SA); name + phone read-only auto-filled если email matches existing record, иначе становятся required; optional notes (free text — deal value/conditions) + file upload (PDF/JPG signed booking letter / deposit receipt). Smart-match logic: SA's records → Org-wide records (warning «buyer existing, attributed to other SA — new record will be created») → new record. Reverse direction = симметричная — same permissions per §4.2 «Change unit status» row (Owner/Admin/SM/SA own assigned), email notification к одному уровню выше при reverse-flip. Buyer-record при reverse — остаётся в DB (history preserved), unit↔buyer link воидится с audit log entry; re-flip recreates link если same email. Audit log: forward-flip + reverse-flip с TIMESTAMP, user, buyer link state, optional notes/file references. Rejected: (b) asymmetric forward-only для SA (требует ручную эскалацию), (c) explicit void process (overkill для MVP, противоречит self-serve principle).

Chunk 5 G — 5 decisions locked. 3 channels: Email + WhatsApp + Copy link в Stage 1 (SMS dropped — низкий ROI vs Twilio compliance pain, deferred Stage 2). Light deep-link approach — Email native через Phase 1.8 backend (как уже в plan'е); WhatsApp = https://wa.me/<phone>?text=<encoded> открывает SA's own WhatsApp с предзаполненным message'ем, ноль vendor integrations; Copy link = clipboard. Tracking через URL parameter ?ch=email|wa|link для analytics («какой channel converts лучше» → product decisions). Default message text pre-filled на Org locale (English/Russian), SA редактирует inline перед send. Multi-channel одновременно OK — same buyer-token URL, разный ?ch= param на каждой версии. Edge cases: phone empty → WA button disabled с tooltip, channel parameter loss при forwarding через some messengers — known limitation OK для MVP.

Chunk 5 F (request-more) — DEFERRED как Open Question. F-A (buyer browse scope from valid token) — два candidate variants detail-spec'ed для Roman ratification: Variant (i) Token = elevated visitor для всего project'а с эффективным Full sales preset (matches real-world sales-agent walking buyer through office, frictionless self-serve discovery, simpler routing); Variant (iii) Token = elevated до Discovery preset, Full sales только на token'd unit pages, Owner toggle для full elevation (matches «SA controls price visibility» use case, more complex routing, requires explicit «Request more options» CTA). Решение зависит от UAE / MENA off-plan property sales reality + Roman call sentiment. Mini-patch на §6 после ratification — не block'ит Chunk 5 ratification.

Next Steps

/build plans/stage1-chunk-5-journeys.md — 10 шагов A-J, ~40 мин: §6 lead intro paragraph, new §6.1 (D+E spec — 4 boxes), new §6.2 (G channels — 3 boxes), §4.2 reverse-flip note, §1 SA cross-link refresh #phase-1-10 → #fd-buyer-status, Phase 1.10 + 1.4 v4.9 callouts, changelog v4.9, workstream + preview sync.
После Chunk 5 commit — /plan interview для Chunk 6 (§7 Edge cases).
Wave 2 Chunks 6-8 (§7 Edges, deep Phase callouts включая 1.7 deep rewrite deferred из CONV-24 Chunk 2, ADR placeholders 0005 v3 / 0008 / 0011 / 0012) — каждый отдельной /plan-сессией после Chunk 6.
После Wave 2 close — отправить Роме ссылку https://offplan-online.github.io/preview/plan/launch-plan-stage-1.html для ratification F-A + sub-plans + 5 ADRs.
Параллельный track (не block'ит Wave 2): sales-app mockup в docs/mockups/sales-app-atelier.html — Login modal (data-screen="login", Phase 1.10.0) + Buyer-token unit page (data-screen="buyer-unit", Phase 1.11.AA) + polish + commit + sync.

Open Questions

F-A buyer browse scope from valid token — variants (i) Token=elevated to Full sales project-wide vs (iii) Token=Discovery elevation + per-project Owner toggle для Full sales — awaiting Roman call decision; mini-patch на §6 + Phase 1.10 callout после.
Smart-match Organisation-wide lookup behaviour — assumption per CONV-22 «разные records под одним email = разная attribution» применён в plan'е D+E, но Roman может не подтвердить если он имел в виду single-buyer-record-multi-attribution.
Reverse-flip notification email schema (какие events, opt-out controls, шаблоны) — Phase 1.8 build implementation, не plan-level.
WhatsApp phone normalisation для wa.me deep-link — Stage 1 simple regex; libphonenumber Stage 2 если ошибки накопятся.
?ch= parameter loss when buyer forwards link через some messengers (Telegram, iMessage strip query strings) — known limitation, OK для MVP, document в §6.2.
Notion DS-id resolution для Learnings DB queries — продолжает fail'ить с invalid_request_url; non-blocking но Step 2/4.5 research'и работают на пустоте; нужна reconciliation в отдельной session.

Context for next session

This was a triple session: /resume → /build Chunk 3 (4 commits, pushed) → /plan + /build Chunk 4 (4 commits, pushed) → /plan Chunk 5 (1 plan file written, NOT yet committed).
Chunk 5 plan ratified локально (status: ratified в frontmatter), но plans/stage1-chunk-5-journeys.md всё ещё untracked — закоммитится в /build commit следующей сессии (per Chunk 3+4 pattern).
Workstream stage1-roman-integration.md last_session был обновлён на CONV-25 external mid-session (sales-app mockup parallel work — внешняя сессия редактировала workstream). В Step 6 обновлю на CONV-26 + добавлю Chunk 4 + Chunk 5 entries в Session Log.
Memory file MEMORY.md был modified externally в течение сессии — добавлены idea_operator_panel_roles, project_legal_entity_cyprus, user_team_contacts, project_phase1_roman_integration (rewrite), project_figma_mcp_pending. Respected per system reminder («don't revert unless asked»).
Workstream также было externally edited mid-session — добавлен «CONV-25 sales-app mockup» entry в Session Log + last_session set + notion_page_id added. Respected per system reminder.
Notion DS-id continues to be unavailable для Learnings queries — Step 2 + Step 4.5 ratification sweep работают на пустоте. Local memory check fallback используется. Это known gap из CONV-25 (Chunk 4 plan), не fixed.
Notion Sessions row CONV-26 workstream relation came back empty — UUID 3580965e-0cbf-819d-84b8-d0f3eb08455b (из workstream frontmatter notion_session_id) likely не Workstreams DB row id; non-blocking, link missing в Notion Sessions view but можно reconcile в отдельной session.
Untracked файлы: docs/mockups/assets/ (pre-existing, not from session), plans/stage1-chunk-5-journeys.md (new, will commit в /build), docs/sessions/CONV-26.md (this file, will commit в Step 9).
Total commits в этой сессии: os repo 4092999 (Chunk 3) + 4b5e9af (anchor fix) + f77674a (Chunk 4) = 3 os commits в этой сессии (плюс 2 internal ones from external sessions visible через e3b7679 base before Chunk 4). Preview repo 9156c76 + a7b729d (anchor fix) + 03376ed = 3 preview commits.
Pattern для /build следующей session: Chunks 2/3/4 все использовали single feat commit + single preview sync commit. Chunk 5 будет такой же. Workstream существует (stage1-roman-integration — active P0); не создаём новый.