2026-03-05T05-19-14_auto_memory/memories.db, memory/2026-03-05-compass-spre

memory/2026-03-05-compass-spreadsheet-automation-plan-delivery.md

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+# 2026-03-05 Session Notes
+
+## Compass Spreadsheet Automation Plan Delivery
+
+Session opened with delivery of comprehensive implementation plan for integrating Martine's legacy Excel spreadsheet workflows (CSI cost estimation and project lead tracking) into the Compass Next.js application. Plan spans 6 phases: schema and migration setup, CSI seed data, server actions, UI pages and components, export pipelines (NetSuite/Buildertrend), and data import utilities.
+
+## Key Plan Components
+
+**Phase 1 (Schema):** Three new Drizzle schema files—`schema-estimating.ts` (csi_divisions, estimates, payment_applications, change_orders), `schema-leads.ts` (project_leads, lead_estimates, activity_logs, orc_checklists), and `schema-operations.ts` (purchase_orders, equipment_checkouts, payment_receipts). Registration via drizzle.config.ts and index.ts; permissions model adds lead/estimate/purchaseorder/equipment resources with role-based CRUD.
+
+**Phase 2 (Data):** CSI MasterFormat 2016 reference data (25 divisions, 00-48 codes) hardcoded in `csi-masterformat-data.ts` with seeding action.
+
+**Phase 3 (Handlers):** 11 server action files following existing vendor pattern (requireAuth, permissions checks, isDemoUser guard, success/error returns).
+
+**Phase 4 (UI):** Sidebar navigation additions and new dashboard routes spanning /leads, /estimates, /purchase-orders, /equipment; key components for estimate editor with CSI accordion, payment application forms (G702/G703), activity timelines, equipment inventory dashboard.
+
+**Phase 5-6:** Export (NetSuite/Buildertrend mappers, CSV/XLSX) and import pipelines for legacy spreadsheet data.
+
+## Open Threads
+
+No implementation work begun yet. Plan awaits confirmation/iteration before Phase 1 schema development starts.