Next Steps — 06/26 Live Pipeline Test → Final EBO

⭐ Two owner-mandated EBO additions (do these for sure)

INV-NEW — Real-time pipeline reflection (HARD INVARIANT). P0 BUILD All critical state changes must appear in the pipeline view immediately — no ~3-minute poll/cron lag. Applies to: stage moves, cancellation, reschedule, sequence arm/stop, sales-call completion, transcript-ingested, proposal sent, contract signed, payment arrived. Add as a top-level invariant and a "must NOT lag / must NOT require a refresh" clause on every state-changing scenario. "minden kritikus állapotváltozás azonnal jelenjen meg a pipeline nézetben." (lines 399–413 + owner instruction)

WJ-26 reclassify — Fireflies transcript DID save, but TOO SLOW. P1 TEST+FIX The transcript was ultimately found and saved into the correct Notion "Call recordings" DB — so it is not a "does-not-save" bug. Reclassify to: saves to the correct Notion DB and is reflected promptly (bound the latency; pair with INV-NEW + the card "transcript in" tag). (owner correction)

A. Confirmed bugs in built behavior → test + full-auto fix

A1 P0 TEST+FIX Timezone unification (system-wide). Times inconsistent (HU vs Lisbon): Notion logged ~6h off; an 8:00 HU booking arrived as 6:00/7:00; the GCal invite title shows the booker's TZ. Decision: the entire system always uses Europe/Budapest for every timestamp — CRM, pipeline cards, Notion logs, scheduled-email times, GCal events, invite email/title — regardless of booker location. Expand WJ-27 into a global TZ invariant; touches WJ-12/16/18/19/20/21. (249–493)
A2 P0 TEST+FIX Negative-Replies auto-misroute. On sequence arm the card correctly enters Contacted — No Appointment Booked, then wrongly jumps to "Negative Replies" with nothing having happened. A card must NOT auto-move to Negative Replies without an actual negative reply. WJ-09 WJ-11 WJ-08 WJ-13 (321–335)
A3 P1 TEST+FIX Lead-side reschedule fails ("Valami nem sikerült, próbáld újra") — the old reschedule bug resurfaced. Must delete the original GCal event + create the new one, no error. WJ-21 (341–351)
A4 P0 TEST+FIX Cancellation fired for an ALREADY-OCCURRED meeting. The system cancelled a sales call that had already happened (when a new booking was made). Needs: record whether a meeting actually took place (≥2 participants joined) independent of its scheduled time; never cancel an occurred meeting on a later booking/reschedule. WJ-49 WJ-22 WJ-24 (701–725)
A5 P1 TEST+FIX Transcript→Notion latency. Saves to the right DB but very slowly. Bound the latency in the EBO; tie to INV-NEW + the card "transcript in" tag. WJ-26 WJ-25 (539–623, 727–749, owner)
A6 P1 TEST+FIX Touchpoint-history load glitches / stale data. History didn't fully load; earlier data garbled; backend couldn't connect the full history. Must load complete + correctly ordered (Budapest time). WJ-26 WJ-08 (231–267)
A7 P2 TEST+FIX Post-cancellation landing column. After a cancellation the card must reliably land in Contacted — No Appointment Booked (not stuck / not Negative Replies). WJ-49 (371)

B. New behaviors / requests → decide build-tonight vs document

B1 P0 BUILD Real-time pipeline reflection = INV-NEW. Owner invariant → build/verify tonight. (399–413)
B2 P1 BUILD Cancellation intermediate confirm page. Cancel link → "Biztosan lemondod?" page with TWO options: (1) cancel, (2) reschedule (opens the reschedule page). Today it cancels immediately — contradicts current WJ-49; make the new 2-step flow the expected behavior (old immediate-cancel becomes forbidden), or keep pass-if-any-variant during transition. WJ-49 (353–361)
B3 P1 BUILD Proposal/contract goes out PRE-SIGNED by us. Issuer signature pre-filled so the client only signs → faster payment; surface our own signing link the moment the "please sign" email goes out. WJ-29 WJ-36 WJ-39 (751–759, 817)
B4 P1 BUILD DocuSeal three settings. (a) signature must be photo/drawn — disable typed-text; (b) on both-signed, auto-email the signed PDF to both parties; (c) issuer signature pre-filled (= B3). WJ-36 WJ-38 WJ-39 (813–817)
B5 P1 BUILD Post-signing email with payment link. On both-signed → "köszönjük + itt az aláírt szerződés + itt fizethetsz." Current signed-doc email lacks the payment option. WJ-36 (765, 833, 847–851)
B6 P1 BUILD Onboarding email on successful payment. Trigger fires when payment lands (content TBD). WJ-40 (869–881)
B7 P1 BUILD Sales-call auto-processing → card tag + effect + open-in-pipeline + signing-link button. After the call: auto-process (transcript + summary), card gets a visual effect + a tag ("transcript in — ready to send proposal"), the link opens the pipeline view (not a separate link), and a card button opens "my own signing link." Reflected real-time. WJ-25 WJ-26 WJ-43 WJ-45 (747–755)
B8 P2 KEEP Keep the "next contact / book next meeting" option at sales-call end. Don't remove it — useful when the prospect can't decide now. WJ-25 (633–687)
B9 P2 TEST+FIX Reliable website/domain enrichment. Auto-enrichment must reliably pull the domain (gate for the sequence/prep "Gem"). WJ-01 WJ-06 WJ-32 (381–387)

C. Email copy / content → defer to a dedicated session

C1 P2 DEFER Email templates rework. Monday follow-up reuses the first-email text; first email needs the payment text; onboarding + post-sign content TBD. Separate copy-review session (Gergely drafts → joint review). Mark client-facing templates as placeholder in the EBO; don't block the pipeline test on copy. (705, 847–859, 881, 945–957)

D. Out of scope of this EBO → separate project

D1 OUT-OF-SCOPE Time-logging web app. Standalone timer (start / stop / comment / send → Google Sheet, per-session minutes column; separate links for Mátyás & Dani; one row per session). Track as its own build. (905–937)

E. EBO completeness gaps (coverage audit)

10 of 75 source scenarios aren't cited by any spine row. Recommended disposition:

EXCLUDE duo2 S12 / S13 (TIDY — delete dead modules / relocate setup_*.py) — no behavior; correct to drop.
FOLD IN board-card S4 Details side panel, S5 Full history side panel — both exercised in the test; back them with an EBO row.
FOLD IN board-card S9 Manual move into Contacted via dropdown → into WJ-08.
FOLD IN board-card S13 No-show + reschedule, S14 No-show + no-answer → rebook — directly relevant to A4 (cancel-of-occurred-meeting).
FOLD IN board-card S16 Optimistic UI — background Notion write fails — supports INV-NEW (optimistic reflect + honest error on real save failure).
FOLD IN live-test S10 Board load + interaction stays responsive → a perf/responsiveness invariant. board-card S17 Wider columns — optional/cosmetic.

→ Ordered next-step plan (hand-off)

Other instance — update the final EBO: add INV-NEW (real-time reflection) + per-scenario "must NOT lag" clause; reclassify WJ-26 (Fireflies saves-but-slow); add A1–A7 as guardrail/expected scenarios (or expand the cited WJ rows); fold B1–B9 per the build-scope decision; fold the E gaps (S4/S5/S9/S13/S14/S16/S10); note C1 deferred; exclude D1.
Decide build-scope for tonight: P0s non-negotiable (A1 timezone · A2 neg-replies · A4 cancel-of-occurred · B1 real-time). Build the well-specified net-new (B3 pre-signed · B4 DocuSeal settings · B5 post-sign payment email · B6 onboarding trigger · B7 sales-call processing); DEFER fuzzier items if risk/time is tight. Mark every un-built item as a tracked residual — never fake-green.
Re-render + re-sign the EBO (spec_to_ebo.py --sign), re-deploy the review doc.
Run the overnight QA (full-auto fix loop), prioritizing the P0s; pass-if-any-variant on WJ-17/WJ-19.
Separate sessions: C1 email-copy review · D1 time-logging app.

Next Steps · ClientsFlow Pipeline · derived from the 06/26 live pipeline test transcript · machine-readable mirror: plans/merged-ebo-testdoc-2026-06-25/NEXT_STEPS_FROM_LIVETEST.md