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· EPIC-06
WS2 · Tech (Commission Engine + CRM)
Delivered
Sprint AC-2 (Path C)
EPIC-06
Status Report — Tech Workstream (WS2) — CRM + Onboarding Wizard
Owner (Accountable)
Ms Oliver (WS2 Lead)
Consulted
Mr Punter (business owner consult) · AI agent team (delivery data)
Steerco Links
D110
Depends On
EPIC-02 · EPIC-03 · EPIC-04
Context
The WS2 status report rolls up delivery from EPIC-02 (onboarding wizard), EPIC-03 (consent-to-refer), and EPIC-04 (CRM CM-recruitment go-live). Format matches the existing per-workstream status pattern in /engagement/pmo/ws-status/* (see pmo-ops.tsx for the pattern).
Reports are point-in-time — dated snapshots. Sprint AF produces the SC#3-week status snapshot (for the following Steerco cycle).
Outcome Statement
A production status report surface at /engagement/pmo/ws-status/ws2-2026-07-13 (SC#3 cycle week 1 snapshot) that Ms Oliver can share with the Steerco. Shows: sprint AD burn-down (EPIC-03 + EPIC-04), sprint AE burn-down (EPIC-02), risk state (from RAID_LOG WS2 rows), decision state (STEERCO_DECISIONS D110/D116/D111), and CTOSOB (cost-to-date, on-time, on-scope, on-budget) traffic lights per epic.
Sub-Epics
EPIC-06a · Sprint AC-2 (Path C)
WS2 Status Report — SC#3 cycle (Delivered)
Acceptance criteria
- Route /engagement/pmo/ws-status/ws2-2026-07-13 live — HTTP 200 verified on prod
- Route /engagement/pmo/ws-status (index) live — HTTP 200 verified on prod
- Header: WS2 workstream identity + Ms Oliver as Lead + report date + snapshot cycle rendered via reportShell()
- Confidentiality banner (INTERNAL STEERCO PAPER) rendered per pmo-sc3-brief.tsx precedent
- Epic burn-down: EPIC-02/03/04 filtered from BACKLOG_2026_07_04 by workstream=WS2, delivered/partial/total counts computed live
- RAID slice: RAID_LOG rows filtered to workstream=WS2 OR workstream=Cross (R003, R004, D002, D003, I001, A003-A017)
- Decision state: STEERCO_DECISIONS filtered by WS2 epic steercoLinks (D110, D111, D116)
- OTOSOB traffic lights per epic: on-time / on-scope / on-budget rendered via lightBadge()/trafficCell() helpers with rationale
- 8 sections rendered: Summary, Burn-Down, RAID, Decisions, Honest Disclosures, Cost, Next-Up, Audit Trail
- HONEST DISCLOSURE block: 5 items (Twilio SMS deferred, SendGrid Email deferred, OpenAI AI-generation deferred, Stripe Connect deferred, EPIC-04c partial)
- Delivered via shared route file src/routes/pmo-ws-status.tsx (673 lines) — paired with EPIC-07
Routes
/engagement/pmo/ws-status /engagement/pmo/ws-status/ws2-2026-07-13Files
src/routes/pmo-ws-status.tsx (delivered — 673 lines, shared with EPIC-07) src/index.tsx (route mount)Hazards
- Point-in-time snapshot — WoW cadence requires new dated route per Steerco cycle
- Filter logic on RAID/STEERCO_DECISIONS must stay in sync as those registers evolve (D-SEQ-01 discipline preserved)
Ratification note for SC#3 chair
For SC#3 chair (2026-07-06): EPIC-06 was delivered under Sprint AC-2 (Path C), paired with EPIC-07 in a single route file src/routes/pmo-ws-status.tsx (673 lines). Three-destination audit trail: sandbox commit (this cycle) · GitHub origin/main · Cloudflare prod /engagement/pmo/ws-status/ws2-2026-07-13 HTTP 200. Snapshot is point-in-time (2026-07-13, SC#3 cycle week 1); WoW cadence per D-SEQ-04 means new dated routes each sprint. Filter discipline preserves D-SEQ-01 (no writes to RAID_LOG / STEERCO_DECISIONS — read-only projections into the status surface). OTOSOB triple constraint (On-Time / On-Scope / On-Budget) traffic-light pattern rendered per epic. HONEST DISCLOSURE block carries forward the 5-item ledger from EPIC-02/03/04 for chair visibility.