Session 5 — Visual Workflow Prototypes + Operations Charts + Guides

What was built

  • Visual Workflow Prototype (Owner) — live pipeline chart: Intake through Reconciliation with RFI/triage data
  • Visual Workflow Prototype (Scheduler) — pipeline chart with lightbox iframe popups for actionable nodes
  • Portal: “Beta Features” sidebar group — Visual Workflow link for owner/admin
  • Caddy: /workflow/* route added to all portal domains, serving /opt/workflow-guides/
  • Portal: sidebar hidden when loaded inside iframe (visual workflow lightboxes)
  • Scheduler/GOA/Assistant sidebar cleanup — “Schedule” to “Daily Work”, “Field Ops” to “Communication”
  • Operations charts restructured — approval swim lane, cert/invoice paths, GW Corporate container, JES Triage container
  • unlikely-guide: All 10 guide pages updated — portal URLs, collaborative language, Morning Briefing
  • Portal: ”, United States” stripped from all address displays
  • Ops endpoints: /ops/pipeline-summary and /ops/triage-alert added

Services touched