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Last updated: 2026-09-24

Team testing has started on the dev preview. Website leads from sonantech.com flow into RMS. Production is still the pre-SaaS build; the cutover is scheduled by the owner after the testing soak.

Current Status

AreaState
Branch saasAll SaaS program checkpoints delivered and pushed; npm run ci green
Dev database24 migrations applied through 20260922100000; all SQL suites green; invariant view 0
ProductionFrozen on main; cutover runbook ready (docs/system-setup/14-saas-cutover.md)
TestingTest plan (UAT) at Help → Test plan (owner switch for employees); smoke tests v1.17 §1–§16; QMS library 300 cases
Website leadsLive from sonantech.com Submit Request + Contact-us forms (theme snippet + Theme settings → SONAN RMS leads) into the dev preview

Checkpoints delivered (SaaS program, since 2026-09-13)

DateCheckpointWhat it added
2026-09-13T0 / prod-dev splitRestore drill, -dev project, Vercel env scoping, outbound e-mail / SMS guard
2026-09-14T1 / T2 TenancyOrganizations, RLS, isolation suite, org switcher, platform admin provisioning, per-org integrations and webhooks
2026-09-14M1 / M2 MoneyTender catalog per org, atomic refund engine, credit memos, reconciliation queue
2026-09-16S1 ShopifyAtomic order import, refunds, stock sync, publish, sync log
2026-09-17P1 Product layer · R1 RegressionSetup wizard, industry packs, modules, terminology; profit ex-tax everywhere; freeze declared
2026-09-18A1 Access & approvals · C1 Store build-outCross-store policy, ask-an-owner approvals; owner-only opening-cost ledger
2026-09-19/20EmployeesPending / Active + activity feed, invite resend, 24 h Auth OTP, SKUs, POS typeahead
2026-09-21Location kind switches · L1 Inbound leadsTraining / employee-selectable stores; public per-source lead endpoint, company-wide claim queue, lead page, POS → Won, Lead sources panel
2026-09-22Follow-upsMock card payments = database-first setting; bell count / tones / toast; Inbox filters; wider dialogs; nearest store never a training store
2026-09-24Test plan (UAT)Generated tester guide (tracks A–C + 300 module cases), Help → Test plan with owner switch

Next

  1. Testing soak on dev with the team (Track C daily, Track B leads); defects to the owner / QMS.
  2. Decide the merge rule for a repeat website submission with a different request type; add return_to to the Contact-us form on Shopify.
  3. Pre-ORN cutover: runbook §0 checks → prod backup → 24 migrations → Supabase settings → Vercel env → merge saas → main → 15-minute verification → switch the theme lead endpoint to production → freeze.
  4. Later: e-mail / SMS lead notifications, inbox retention, quote → Won wiring, Leads report response metrics.