V1.1 Handoff: Done vs Pending

Date: 2026-03-19

Completed in this pass

Snapshot freshness now updates when KPI rows are edited (patchWeeklyKpiRow touches parent snapshot updatedAt).
Owner board metadata now shows source together with lastUpdatedAt and coverage.
Drill-down <details> sections are no longer forced closed on rerender.

Removed write side-effect from GET /api/human-capital/dashboard (read no longer auto-publishes KPIs).
people endpoint now requires owner/HC leader (canManageHumanCapital) for employee-level visibility.
lifecycle-events GET now requires owner/HC leader.
updates GET now hides non-published items from non-managers.
CSV export fixed to real newlines (\n) instead of escaped \\n text.
People endpoint now calls ensureEmployeeProfiles() to reduce first-load/race gaps.
HC compliance input excludes auto-published HC KPI section (human-capital-auto-v1) to prevent KPI self-feedback.
Churn trend denominator now uses month-specific estimated headcount rather than current headcount for all months.

Removed write side-effect from GET /api/operations/dashboard (read no longer auto-publishes KPIs).
Added owner approval action endpoint: PATCH /api/operations/approvals/[id].
Added policy endpoint: GET/PATCH /api/operations/policy.
Work-order read/list is department-scoped.
Template read/list is department-scoped.
Reminder read/list is department-scoped.
Asset update/delete now validates department ownership before mutating.
Work-order patch now validates department scope and blocks non-owner state transitions when owner approval is pending.
Production-plan patch now validates department scope and enforces owner-only transitions for approved/released.
Production-plan create enforces owner-only for privileged states and sets approval metadata accordingly.
Maintenance policy bootstrap now backfills missing owner approver when possible.
Work-order create now validates asset/template department ownership and resolves owner approver fallback.
Operations dashboard payload now includes workOrderId / productionPlanId in approval inbox entries.
Operations UI owner inbox now has Approve/Reject actions wired to approval API.
Operations UI now shows down-assets in summary and an upcoming maintenance list.

Meta connection/disconnect now avoids inactive-row unique collisions by clearing stale inactive rows before state flips.
Meta sync now attempts both Facebook and Instagram ingestion (best-effort Instagram discovery/fetch).
Social snapshot writes now dedupe same department+channel+range+capturedAt before create.
SocialPanel no longer computes local fallback growth math from snapshots; it displays server insights only.
Initiative drawer now includes attribution fields in UI: channel, page ID, campaign tag, date window.
Initiative drawer includes "Use auto values" action and displays last auto-fill summary.
Marketing scoring and initiative mapping now consume auto-attributed actuals when manual values are still zero.
Sync auto-fill now respects attribution page/date windows; campaign-tagged records are intentionally skipped until campaign-level data is ingested.

Prisma migration created: prisma/migrations/20260319180300_0012_v11_scan_first_owner_department_dashboards/migration.sql.

npm test passes (19/19).
npm run build passes.
Recharts static-generation warnings remain (width(-1)/height(-1)), non-blocking but should be cleaned later.

Add campaign-level attribution ingestion for Meta sync (currently campaign-tagged initiatives are skipped to avoid bad attribution).
Add explicit CRUD coverage for operations entities still missing full lifecycle endpoints (e.g., delete/update routes for every list entity as originally envisioned).
Add automated API tests for new authorization hardening and owner-approval transition guards.

Add UI controls for operations policy thresholds (costThreshold, downtimeThresholdHours, approver owner).
Improve Instagram metrics quality (current implementation is best-effort and may use limited fields depending on account permissions).
Normalize/chunk dashboard chart containers to remove Recharts build-time width warnings.

Improve attribution model to support campaign/source dimensions end-to-end in stored metrics.
Add audit trail events for owner approval actions (who/when/why) in UI timeline.
Add integration tests for Meta sync -> initiative auto-fill -> publish -> owner KPI chain.

cd /home/mdares03/benell
npm test
npm run build

Projects module was intentionally left unchanged per V1.1 scope.
Department dashboards now feed owner KPI via explicit publish endpoints (read endpoints no longer mutate KPI data).