visual-workflow

Visual Workflow (Owner/Admin)

Live project pipeline — click any stage to act. This is an interactive SVG-based dashboard at unlikely.guide/workflow that auto-refreshes every 60 seconds.

Pipeline Stages

The owner/admin view shows the full 8-stage pipeline with live counts:

INTAKE ──> SCHEDULED ──> IN PROGRESS ──> INSPECTIONS COMPLETE ──> DRAFT CERT + INVOICE
                                                                         │
                                                              ┌──────────┼──────────┐
                                                              v          v          v
                                                          INVOICED   OWNER      CERTIFIED
                                                              │      REVIEW        │
                                                              v      QUEUE         v
                                                         INVOICE                CERT
                                                          SENT                  SENT
                                                              │                    │
                                                              └────── CLOSED ──────┘

Stage Details

Stage	Color	Click Opens
Intake	Black (filled)	ActionCenter
Scheduled	Black (outline)	Calendar
In Progress	Black (heavy outline)	Workbench
Inspections Complete	Blue	CertPipeline Post-Production
Draft Cert + Invoice	Blue (filled)	CertPipeline Drafting
OwnerReviewQueue	Purple (dashed circle)	Owner Review
Invoiced	Green	Payments
Certified	Gold	CertPipeline Send
Closed	Green (filled)	Workbench
Open RFIs	Red (dashed circle)	ActionCenter RFIs tab

Needs Attention

Below the pipeline, an alerts section shows:

• Items in OwnerReviewQueue awaiting decision
• Stalled projects by status
• Certified projects >3 days without invoice
• Open RFIs aging >3 business days
• pipeline-shepherd actions (WhatsApp sent, notifications)
• Triage alerts (30-40 day warning, 41-45 day critical, >45 day overdue)

Data Sources

The workflow page fetches from these API endpoints:

• /api/ops/pipeline-summary — status counts
• /api/ops/rfi-aging?days=3 — open RFI count
• /api/ops/stalled-projects — stalled by status
• /api/ops/invoice-aging?threshold_days=3 — cert-to-invoice delay
• /api/ops/triage-alert?threshold_days=30 — triage thresholds
• /api/portal/cert-invoice/review-queue — owner review items
• /api/ops/shepherd-report — pipeline-shepherd daily report

Legend

Color	Meaning
Black	Gate (entry points)
Blue	Ready for Cert pipeline
Gold	Certified
Green	Invoice track
Dark Green	Complete
Red circle	Open RFI
Purple circle	OwnerReviewQueue