Epic 1 · Auth + Identity
Authentication foundation
Firebase Auth with Google Sign-In. Email invite flow with expiring tokens. Role system (superadmin / partner / advisor / viewer). Custom claims via set-claims.js. lim:ready event pattern — all pages wait for auth before rendering. Session analytics per user.
Epic 2 · Pipeline + CRM
Client development arc
Pipeline with 5 stages (discovery → proposal → active → won → closed). Real-time onSnapshot updates. Side panel edit. Engagement health scoring (green/amber/red). Milestone tracking per engagement. CRM contacts with org grouping. Email compose overlay. Interview guide overlay linked to contacts.
Epic 3 · Kanban Board
Unified sprint board
Single kanban.js module shared across Home + Admin via data-kb-board. AI Capture (✦) — paste notes → SSE extraction via doc-processor Worker → structured tasks. Legend with hover tooltips. Project filter bar. Pipeline badge integration. Post-debrief capture prompt. Empty state CTA.
Epic 4 · Proposals + SOW
Proposal to contract flow
Proposal Builder with taster vs formal engagement fork. Domain-specific approaches + methods. Verbosity toggle (brief / standard / detailed). Auto-save to Firestore. Status tracking (draft → sent → approved → declined). SOW builder pre-populated from proposal. Contract linked back to proposal.
Epic 5 · Sessions + Debrief
Working session capture
Session log with call + debrief types. Post-Call Capture wizard (5 steps). Session Debrief wizard (5 steps) — captures what happened, decisions, next steps. Debrief actions push to kanban board via prompt. Open debrief actions surface in "From Sessions" column on board.
Epic 6 · Research + Intel
Market intelligence layer
Signals feed (market intel, domain-grouped). Target org tracker with OSINT dossier integration. Synthesis view — AI-generated briefings across signals. OSINT dossier pipeline via doc-processor Worker (Exa + Tavily + ProPublica + Wikipedia). RFP tracker with proposal back-link.
Epic 7 · Finance + Biz Model
P&L and rate modeling
Rate calc with team builder (BK / Carol / custom practitioners), editable inline table cells. Business model: team salaries, employer-side tax estimates (FICA/FUTA/SUTA by state + Canada), ISI fiscal sponsor fee schedule, revenue scenarios, full P&L, break-even targets, hiring threshold calculator. Invoice / AR tracker.
Epic 8 · Lineage + Past Work
Organizational memory
41 client entries across paid / gov / pro bono / community. Expandable drawers with Firestore-stored documentation. AI synthesis: paste any text → streaming extraction → pre-fills doc panel. Cross-client pattern analysis (patterns / positioning / gaps / translation logic). Card info fully editable. URL deep links.
Epic 9 · Drive + Docs
Document access layer
Google Drive browser with OAuth from same Sign-In popup. Meeting notes → checklist mode (date headers + bullet points → checkbox topics). "Add to Kanban" flow for selected topics. Optional Gemini extraction for AI action items. Drive file cache in Firestore with 5-min TTL.
Epic 10 · Reference + Governance
Decision + matrix + bets
Decision log with full history. BK/Carol matrix with field-level write restrictions (each person can only write their own column). Active Bets tracker (company-level + service-level). Advisor Circle portal with asks / responses / learning log. Field Guides (24 markdown docs, suggestion + annotation system).