Session 1 — Foundation Build

What was built

  • Drive to local filesystem migration — code complete, all 81 folders synced to local-file-storage
  • SmartSuite field updates — 549 records updated to files.kulu.la, audit at /data/projects/_logs/
  • Project status simplification — 22 states reduced to 8 active states
  • On Hold / Cancelled / Needs Return Visit boolean flags
  • PMS to Mostly data migration pipeline
  • cert-generator-v3 system
  • Triage system for stale projects (>45 days)
  • RFI escalation routing (branch-scoped)
  • stripe-integration invoicing + webhook integration
  • Payment reconciliation scanner
  • Portal: dashboard, schedule, files, RFI, SLA, work queue, reporting

Services touched