Session 2 — Portal Action Center + OpenClaw Intelligence

What was built

  • Hold tracking fields with reason codes
  • Portal: site visit creation (3 entry points — project detail, calendar panel, duplicate intake resolution)
  • Portal: project flags system (RFI counts, expired permit, on hold, prod days, emergency, no-show, trip charge)
  • Portal: Action Center consolidation — Intake Requests, Schedule Changes, Cancel Project, Escalations merged into /actions with tabs
  • Portal: sidebar reorganization — Action Center group (gold) at top; RFIs moved into Review & Drafting
  • OpenClaw: Session Log Analyzer tool — session_log_search with search/stats/patterns modes across 840+ transcripts
  • OpenClaw: Self-Reflection hook — auto-evaluates session quality on /new//reset
  • OpenClaw: Proactive Partner — 4 new API endpoints (/ops/invoice-aging, /ops/stalled-projects, /ops/permit-expiry, /ops/rfi-aging) + 5 cron jobs
  • Fix SmartSuite date serialization bug — 13 date fields across 3 files
  • Portal: RFI Management page rewrite — expandable detail rows
  • Portal: Holding Pool page — grouped by branch with collapsible sections
  • Portal: SOW table “Status” relabeled to “Inspection Status”

Services touched