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Project Roadmap

Priority build queue — what’s blocking what, what ships next.
Last updated: April 19, 2026 — 8 items completed
Legend: P0 critical path P1 revenue P2 portal/infra · Ready In Progress Blocked Done
7
Critical (P0)
4
In Progress
6
Blocked
5
Ready

Critical Path

These block everything else. Clear these first.

1. Shipping AI Agent

P0In Progress
Critical Path · Agent build
V5 = 1,301 lines, 23 sections. Running on M1 PID 91997. Section U gate re-run pending. 5 locked process rules from Chain Electric: (1) multi-ship-to → child SDs under parent order ID, (2) tag fulfillment source, (3) SKU substitutions logged with reason, (4) courtesy_adjustment as separate invoice line, (5) cb_internal_note on every SD.
⚠Blocks: every invoice CB would create
Unlocks entire A/R cycleInput to BSS / Dominion / LineTec invoices

2. Alabama Master Dealer License ⚠️ URGENT

P0Blocked
Critical Path · Legal / compliance
Not started. Required before any Skylift truck sells in Alabama. Surety bond via SuretyBondsDirect.com.
⚠Blocks: all Skylift AL sales
Bond: ~$500–$1,500Unlocks: $1,091,402.50 truck PO

3. BSS Invoice 11

P0Ready
Critical Path · A/R send
Unblocked now. Aaron sends today. Saved in Google Drive and iCloud.
→Next: confirm receipt from Herb / Andy
$8,039.27Bay Shore Systems

Portal Builds

In build order.

4. project-roadmap.html

P2In Progress
Portal · This page
The page you’re reading. Staged on feature/project-roadmap for review before merge.

5. change-log.html

P2Done
Portal · History view
Render the last 50 git commits on the ops repo as a reviewable timeline. Link from portal nav. Deployed April 19.

6. Contact detail modal

P2Done
Portal · CB’s CRM request
Click a contact → see every invoice + interaction in one place. Deployed April 19.

7. Fix pipeline_value stat

P2Done
Portal · Data correction
Dashboard shows $685K. Now showing $2.5M+. Fixed April 19.

8. CB Telegram Bot

P2Ready
Portal · Separate bot
Dedicated business-only bot for Caroline. Separate from Aaron’s Legacy bot. Needs design session.

Infrastructure

Foundations that everything else rides on.

9. sd_builder.py telegram_msg_id fix

P2Done
Infrastructure · Regression
telegram_msg_id regression in sd_builder.py. Fixed April 14.

10. norris-agent remote GitHub repo

P2Done
Infrastructure · Git remote
Create GitHub repo for ~/norris-agent. Live at github.com/acnorris17/norris-agent.

11. Time Machine backup on M1 ⚠️ URGENT RISK

P0Blocked
Infrastructure · Disaster recovery
CRITICAL: no backup exists. Blocks on external drive or NAS. If the M1 dies today, everything is lost. This is the single biggest infrastructure risk.
⚠Nothing else matters if M1 dies
Cost: ~$150–$400 external drive

12. reMarkable pipeline reconnect

P2Done
Infrastructure · Agent input
Pipeline disconnected. Reconnected April 19, runs 3x/day.

Revenue Actions

Money on the table this week.

13. Rick Sutherland / EPB — revival email

P1Ready
Revenue · Today
SkyTruck47 quoted December 4, 2025. Going cold. Send revival email today.
Opportunity: $185,000EPB Chattanooga

14. Coy Crosby — April 8 RFP follow-up

P1Ready
Revenue · This week
Material 42350802: 5× NU-BC-2851 @ $305 quoted. No response 13+ days after March 25 touch.
Quote: $1,525+ shipping · Dominion Energy

15. Coy Crosby — March 20 qty verify

P1Ready
Revenue · This week
~5× NU-BC-2834 shipped March 20, not yet invoiced. Aaron says 5, records say 6. Verify quantity at UPS Store before invoicing.
Est. $1,325@ $265 per unit

16. MK Skylift marketing materials

P1In Progress
Revenue · Urgent
MK Smith behind schedule. Materials needed before trucks arrive — must sell all six. Skylift April Open Order Report received April 7.
→5× SBA40i-LW + 1× SBA47i-MH
Total PO: $1,091,402.50Must sell all before arrival

V5 Prep — New Locks (April 17)

Captured during the Shipping Agent V5 prep session. 6 new items, 18 rulings locked into LEGACY_LIVING_MEMORY.md.

17. Telegram Notification Reorganization

URGENTActive
Legacy Agent · Current sprint · Owner: CC (M1)
4 dedicated Telegram topics: nu-legacy-main (Legacy + Aaron only), nu-shipping-agent (SA), nu-ops-notifications (morning brief, email, automation), nu-critical-alerts (blockers/outages only). Every script calling send_telegram routed by category.
→Depends: Aaron creates the 4 Telegram topics; CC wires all scripts.

18. Memory Systems Health Dashboard

HIGHDone
Memory · Current sprint · Owner: CC (M1)
Build memory health dashboard. Live at ops.norrisutilities.com/internal/memory-health.html with real data from all 6 sources. Deployed April 19.

19. Truth Sources Lockdown

HIGHWaiting
Infrastructure · After V5 · Owner: CC (M1)
Build ~/nu-brain/truth_sources.json manifest (mirrored to Drive). Migrate every hard-coded path in every script/agent/tool to reference truth_source_path(key) helper. Deploy daily audit verify_truth_sources.py. Add pre-commit hook blocking new hard-coded paths. M5-write / M1-read-only boundaries enforced in code.
→Depends: V5 complete.

20. Legacy Rules Lockdown Session

HIGHWaiting
Legacy Agent · After V5 · Owner: CC (M1)
Audit every established rule from March 17–present. Encode into ~/.openclaw/config/legacy_rules.yaml AND LEGACY_MEMORY.md IMMUTABLE RULES section. Verify Legacy queries them before every response. Includes: investigation principle, M5-write/M1-read flow, truth source routing, all 18 V5 rulings, dealer formula, PO-never-halts-SD.
→Depends: V5 complete.

21. G Brain iCloud → Drive migration

MEDIUMWaiting
Memory · After Truth Sources · Owner: CC (M1)
Move G Brain storage from iCloud to Google Drive. Consistent with truth-source principle (M5 = source, M1 = read).
→Depends: Truth Sources Lockdown complete.

22. Customer Payment Terms Audit

LOWBacklog
SA · Future · Owner: Aaron/CB + CC (M1)
Aaron or CB exports QB customer payment terms. SA ingests, flags discrepancies vs default “Due on Receipt”. CB updates QB where Aaron approves Net-30/Net-60. Deferred from V5.
→Depends: none.

Active Builds & Reconciliation

In-progress work and recently completed items requiring follow-through.

Chain Electric / AJ Morris Reconciliation

P1Done
A/R · Done April 18
Hattiesburg MS + Searcy AR ship-tos. NU-BC-2834-F substituted for NU-BC-2834 (stock-out), logged with substitution reason. Invoice $8,930.48 incl. 4% CC fee, -$700 Valued-Partner courtesy adjustment. QB draft + apology email produced. Boss Products resend request sent to Thayne Grove + Troy Gongwer for invoices 6775/6776/6777.
→Pending: Boss invoices 6775/6776/6777 resend · QB invoice entry by CB
$8,930.48Invoice sent to ajmorris@bchain.com April 18

Notes Intelligence Agent (reMarkable Recovery)

P1Not Started
Revenue · Next priority after V5
37 items stuck since April 3 crash. Must surface uninvoiced items including 1.5-Man install Louisiana customer and others. Critical for invoicing pipeline.
⚠Blocks: surfacing stuck revenue items

Session Summary Protocol + Living Memory Auto-Update

P2Deployed
Infrastructure · Memory pipeline
Gmail [LIVING_MEMORY_UPDATE] draft pipeline + bridge LaunchAgent 15-min cycle deployed April 18. Auto-sync reliability ~50%. Target: 90%+ cross-channel sync across 8 locations.

Invoicing Backlog Detail

Individual orders requiring QB invoices. ~$16,180 total blitz ready this week.

Thornhill / LineTec — 1× NU-BC-2851 Mar 20

P1Ready
Revenue · Invoice now
PO DEPT468R. 1× NU-BC-2851 @ $305. Ship date Mar 20. No SD on disk for this order — needs SD + QB invoice.
$305

Coy Crosby / Dominion — March 20 1.5-Man shipment

P1Ready
Revenue · Verify qty then invoice
~5-6× NU-BC-2834. Qty disputed — verify at UPS Store before invoicing. 2 tracking numbers confirmed (1Z2W49000395006856 + 1Z2W49000328343091). No SD for this specific order.
~$1,590

Benz / SWEPCO — 1× NU-BC-2851 Mar 20

P1Ready
Revenue · Invoice now (CC customer — 4% fee)
Truck #860377 on invoice. Mar 20 shipment. SD-2026-BENZ-SWEPCO-0420 built April 20 for repeat order. Mar 20 also needs separate QB invoice.
$305 + 4% CC fee

Pickle / Florence Electric — Mixed ARCH/BCB/1.5-Man

P0Blocked
Revenue · SKU unconfirmed
3× NU-BC-2834 + 1× NU-BC-2834-C + 2× NU-BC-2834-F + 1.5-Man BCB accessory. 1.5-Man BCB P/N unknown — pull from Boss Products paperwork. P/Ns confirmed in master since April 7 but BCB P/N missing.
⚠Blocked: 1.5-Man BCB P/N (30-second lookup from Boss paperwork)
$1,765

Myers / AEP Roanoke — ARCH + Combo

P0Blocked
Revenue · SKU unconfirmed
2× NU-BC-2834-F + 1× NU-BC-2834-C. P/Ns in master since April 7 per reconciliation. G Brain shows $915 ready to invoice.
$915

Coy Crosby / Dominion — April 8 Fleet PO 42350802

P1Ready
Revenue · Invoice pending customer confirmation
5× NU-BC-2851 @ $305 = $1,525. Quote sent April 8, no response 13+ days. SD-2026-DOMINION-4501057807-0413 on disk. Delivery by 04/23/2026.
$1,525

Wayne Abadie / Primoris — PO# 0407-BYB0001

P1Blocked
Revenue · Confirm spec with Wayne
1× 24x24 cover to Michael Flemming, 2015 Holly Rd, Gilmore TX 75644 via Aerial Hydraulics. Likely NU-BC-2828 @ $235 but must confirm 1-Man size with Wayne Abadie before shipping.
⚠Blocked: confirm 1-Man spec with Wayne Abadie
$235

Strategic Priorities

High-value relationships and infrastructure requiring immediate attention.

Terex OEM Bucket Covers — Bill Kugler

P0Active
Strategic · HIGHEST PRIORITY relationship
$500K+ potential OEM program. Family legacy connection through Wayne. Relationship touch needed — do not let go cold.
$500K+Highest strategic priority in company

BSS Expense Groups — Full Picture

P1In Progress
A/P · Reimbursement tracking
Group 1: $1,807.26 (personal card 1057) · Group 2: $68.29 (NU card 7745) · Group 3: ~$3,134.46 (Apple Card, NU owes Aaron) · DoubleTree charges: TBD (Aaron must verify). BSS Invoice 11 total: $8,039.27.

Personal Gmail (acnorris1@gmail.com) → Legacy

P2Not Started
Infrastructure · Integration
Business Gmail (acnorris@norrisutilities.com) connected and working. Personal Gmail pending connection to Legacy for receipt/expense scanning.