Now I have enough data to compile the full report.
| Date | Category | Idea Summary | Status | Notes |
|---|---|---|---|---|
| 2026-03-15 | GENERAL | Package CCH automation as a standalone Salon Platform product for sale (subscription or buy-once); test via Matthew Morris acquisition; AWS-hosted; questionnaire → intake → data onboarding pipeline | READY TO PLAN | Data exists to document architecture. AWS deployment is feasible (EC2/S3/Lambda). First deliverable: client intake questionnaire + project plan template. Low urgency until MM acquisition proceeds. |
| 2026-03-09 | DASHBOARDS | Inventory Dashboard — monthly product P&L, brand/category breakdown, promo effectiveness, PPC colour expense vs. revenue, top-selling stylists | READY TO BUILD | inventory_on_hand.csv + sales_transactions.csv have the required data. Agent: Inventory Agent. Recommend adding to Monday Inventory Agent output. |
| 2026-03-09 | DASHBOARDS | P&L Dashboard — full entity P&L, Quicken ingest, forecast model for new associate revenue | PARTIAL — BLOCKED | Revenue + payroll data in warehouse. Missing: Quicken backup ingest (CFO Agent dependency). YCS_PL_Flow.html already covers entity P&L. Priority: wire Quicken CSV export → ingest_daily.py |
| 2026-03-09 | DASHBOARDS | Agent Status Dashboard — live agent run status, task list, deliverable log | BUILT | Agent_Status_Dashboard.html already exists (created 2026-03-16). May need enhancement to show per-task status, not just per-run status. |
| 2026-03-09 | NEW AGENTS | Kaeleigh Manager Mentor Coach — weekly prep email + end-of-month full 1:1 report; ingest meeting notes from email; update running log | PARTIALLY BUILT | kaeleigh_mentor_agent.sh already running (Tuesday schedule). Missing: end-of-month full 1:1 report email, Education Dashboard generator. |
| 2026-03-09 | NEW AGENTS | M&A Deal Agent — ingest business data from PDFs/Excel, dashboard with pipeline metrics, deal scoring vs. industry benchmarks, 30-60-90 day transition doc | PARTIALLY BUILT | Deal Agent + YCS_Deal_Pipeline.html already exist. Enhancement needed: auto-ingest PDFs/Excel from deal folder, full scoring model vs. industry benchmarks. TEN_Salon_MA_Assessment.docx is the template. |
[PROCESSED: 2026-03-22] — All ideas above have been assessed and logged.
Q: Tashina Miranda — "Update her production she seems to be approving, check her trend again" A: Unable to pull live trend from this run — sales_transactions.csv has a 6-business-day data gap (last date: 2026-03-14). COO scan from 3/22 confirmed $0 revenue through 3/12. Once the data gap is resolved (see Critical Recommendations), a 13-week rolling trend will be available. Flag for next COO daily scan post-gap-fix. Confidence: LOW (data gap blocking) Source: warehouse_health alerts, 2026-03-22_CEO_Briefing.md
Q: Jane Iredale — "What has been YTD sales and # of units?" A: Cannot calculate precisely due to data gap. From inventory_on_hand.csv (1,585 rows, 2026-03-22 snapshot): Jane Iredale is 28.5% of inventory by value, 21% sell-through rate as of last available data. Exact YTD unit sales require sales_transactions.csv to be current through 3/21. Philip and Stacy agreed on 3/20-22 to reduce the line by clearing slow-movers. Recommend pulling exact YTD count once gap is closed — estimated <5 min query against sales_transactions.csv filtered by vendor = "Jane Iredale". Confidence: MEDIUM (partial data) Source: 2026-03-22_CEO_Briefing.md, inventory_on_hand.csv
Q: Deana Faust — "Give a 13-week average next time" A: This is a display directive, not a question. The COO Agent and dashboard generator should switch Deana Faust's utilization/performance display to 13-week rolling average (instead of MTD). Flagged in recommendations below for agent prompt update. Confidence: HIGH Source: coo_corrections.md 3-11-2026
No auto-applicable changes executed this run. The following were in scope but blocked by GLOBAL_CONFIG location: - Megan King GLOBAL_CONFIG removal — the directive is from 3/11 (11 days ago), flagged in corrections.md. The system cannot safely auto-edit GLOBAL_CONFIG without knowing its exact schema. Escalating as Critical.
| Agent | Runs This Week | OK | Fail | Avg Runtime | Trend | Notes |
|---|---|---|---|---|---|---|
| Briefing Compiler | 7 | 7 | 0 | ~2 min | STABLE | 298 lines today — comprehensive |
| COO Daily Agent | 7 | 7 | 0 | ~8 min | STABLE | Output quality high |
| Phorest Router | 7 | 7* | 0* | <1 min | WATCH | *3 unmatched ZIPs today — pattern failure on long compound filenames |
| Daily Ingest | 7 | 7 | 0 | <5 sec | IMPROVING | XLS support added 3/21; two clean runs today |
| Warehouse Health | 2 | 1 | 0 | <15 sec | NEW | Wired 3/22; correctly detecting 3 stale tables today |
| Daytime Watcher | 5 | 5 | 0 | <10 sec | STABLE | Monitoring Reach + general file drops |
| NAS Sync | 7 | 7 | 0 | <30 sec | STABLE | No failures this week |
| Vendor Learning | 7 | 7 | 0 | <5 sec | STABLE | |
| Slack Channel Sync | 7 | 7 | 0 | <10 sec | STABLE |
Notable: No agent failures this week. The main risk is the Phorest router's compound-filename issue (3 unmatched today) and the resulting data gap in sales_transactions, clock_in_out, and tips.
| Data Source | Last Updated | Expected | Status |
|---|---|---|---|
| Sales Transactions | 2026-03-14 | 2026-03-21 | 🔴 STALE — 6 business days behind |
| Staff Clock In/Out | 2026-03-15 | 2026-03-21 | 🔴 STALE — 6 business days behind |
| Staff Tips | 2026-03-14 | 2026-03-21 | 🔴 STALE — 6 business days behind (note: partial backfill in second ingest, health check may lag) |
| Staff Performance | 2026-03-22 | 2026-03-22 | 🟢 Fresh |
| Staff Utilisation | 2026-03-22 | 2026-03-22 | 🟢 Fresh |
| Inventory On Hand | 2026-03-22 | 2026-03-22 | 🟢 Fresh — 1,585 rows |
| Future Appointments | 2026-03-22 | 2026-03-22 | 🟢 Fresh — 21 rows |
| Payroll Dashboard | 2026-03-22 | Daily | 🟢 Fresh |
| Bank/Credit Card CSVs | Unknown | Manual | ⚠️ Unknown — not checked today |
Root cause of 3 stale tables: The daily Phorest email delivery appears to have stopped routing sales, clock-in, and tips files for Mar 16–21. The compound-prefix filename issue (see Recommendations) is the likely cause — files accumulated in the router queue with filenames exceeding pattern-match length, preventing routing → preventing ingest.
1. Phorest Router: Fix compound-filename truncation causing unmatched ZIPs
The router fails to match ZIPs whose filenames accumulate too many datetime prefixes (e.g., 2026-03-21_180131_2026-03-21_160126_..._Future_Appointments_90.zip — filename exceeds ~200 chars and truncation cuts off the report type keyword). This is causing 3+ unmatched files per run, which is likely the root cause of the 6-day sales/clock-in/tips data gap.
Fix: After stripping all leading YYYY-MM-DD_HHMMSS_ prefixes, also check if the original filename contains any known report keyword anywhere (not just at the start). Add a secondary keyword-scan pass for the known 10 report types.
File: scripts/phorest_router.sh
2. Resolve Mar 16–21 data gap: sales_transactions, clock_in_out, tips
Three HIGH alerts in pipeline_alerts.json. These tables are 6 business days stale. With today's router now processing the backlog, a manual re-run of ingest_daily.py against the newly-routed files should close the gap. Action: verify the processed/ directory has Mar 16–21 sales/clock-in/tips ZIPs and re-ingest.
3. Remove Megan King from GLOBAL_CONFIG (11 days overdue)
Terminated 3/7, flagged by Philip on 3/11. Risk of incorrect payroll/bonus calculations on the next payroll run. Requires manual edit — GLOBAL_CONFIG.md and commission_calculator.py active dict + support_bonus_eligible list.
4. pipeline_alerts.json date bug — dates written as 2026-03-23 on 2026-03-22
The warehouse_health_check.py is writing alert dates one day ahead. Likely using tomorrow's expected-data date instead of today's run date. Fix: use datetime.today().strftime('%Y-%m-%d') for the alert date field.
File: scripts/warehouse_health_check.py
5. Deana Faust — switch to 13-week rolling average display Philip's directive from 3/11. COO Agent and dashboard generator should use 13-week rolling window for Faust's utilization/performance metrics instead of MTD. File: COO Agent prompt + Payroll/Performance dashboard generator
6. Build Education Dashboard and Associate Program Dashboard Both flagged as NEEDS CREATION in today's briefing. Kaeleigh Mentor agent already runs; the dashboard generator script just needs to be written. Required data: zoom_summaries/, kaeleigh_one_on_one_notes.md, slack_associate_activity.md.
7. Inventory Dashboard — build enhanced version per 3/9 idea Current Inventory Dashboard exists but lacks: monthly product P&L rollup, promo effectiveness tracking, PPC/colour expense vs. revenue, top-stylist retail breakdown. All data available in inventory_on_hand.csv + sales_transactions.csv.
8. M&A Deal Agent — add PDF/Excel auto-ingest from deal folder TEN_Salon_MA_Assessment.docx is the template. Build a folder-watch + parser that auto-ingests deal documents into a structured facts table. Low urgency until next acquisition target is active.
9. Salon Platform documentation (3/15 idea) When Matthew Morris acquisition is confirmed, produce: client intake questionnaire, data requirements checklist, folder structure template, AWS deployment architecture. Start with documenting YCS as the reference implementation.
10. Warehouse health check — add weekend skip logic review Today the health check ran twice: first skipping (08:18:44 "Weekend — skipping"), then running anyway (08:18:54). The skip/run logic appears to be inverted or has a race condition. Confirm the skip logic only applies when no ingest is expected, not on manual trigger.
| Issue | Count This Week | Severity | Status |
|---|---|---|---|
| Compound-prefix ZIP filename routing failures | ~3/day | HIGH | Unresolved — root cause of data gap |
| Megan King in GLOBAL_CONFIG after termination | 11 days | HIGH | Unresolved — manual action required |
| March performance dashboard shows Feb data | 2 days | MEDIUM | Unresolved |
| Missing dashboards (Education, Associate, Marketing) | Ongoing | MEDIUM | No generators built yet |
| pipeline_alerts.json date one day ahead | 1 confirmed | LOW | Bug in warehouse_health_check.py |
System Learning Agent complete. Next run: Sunday 2026-03-29.
AGENT_COMPLETE