Operator's keep-at-hand — ClientsFlow (2026-06-24)

🔴 Act / decide — open loop, your move 🟡 Operate / know — live system 🟢 Standing / reference

🔴 Act / decide open loops

Item Why it matters What to do

Unpushed main Local main is 98 commits ahead of origin/main with 42 dirty files — none of it is on the remote. Single point of failure (this laptop). Decide: push main (you must trigger it explicitly) + commit/stash the 42 dirty. At least back the machine up.

bnf-duo2 — 11 bug fixes 11 live-test bugs fixed + deployed v094 (both apps), 472 tests green — but NOT merged to main / NOT pushed; waiting on your live QA. Run your live QA pass → if good, give the go-ahead to merge. See plans/bnf-2026-06-23-duo2/PENDING_REVIEW.md.

Stabilization P0s Live build (fc2b70a+v086) ≠ main HEAD; ~6 P0 bugs flagged for campaign-readiness. Review the duos in plans/stabilization-2026-06-23/; reconcile live vs main before a campaign.

bnf-finish F1–F6 EBO signed off, factory authorized; deployed this session (v100 pipeline + booking). Deferred on purpose: invoice auto-issue, F7 onboarding, CS-prep auto-trigger. Confirm the F1–F6 live behaviour, then decide when to pull the deferred three into a round.

Item	Why it matters	What to do
Unpushed `main`	Local `main` is 98 commits ahead of `origin/main` with 42 dirty files — none of it is on the remote. Single point of failure (this laptop).	Decide: push `main` (you must trigger it explicitly) + commit/stash the 42 dirty. At least back the machine up.
bnf-duo2 — 11 bug fixes	11 live-test bugs fixed + deployed `v094` (both apps), 472 tests green — but NOT merged to main / NOT pushed; waiting on your live QA.	Run your live QA pass → if good, give the go-ahead to merge. See `plans/bnf-2026-06-23-duo2/PENDING_REVIEW.md`.
Stabilization P0s	Live build (`fc2b70a+v086`) ≠ main HEAD; ~6 P0 bugs flagged for campaign-readiness.	Review the duos in `plans/stabilization-2026-06-23/`; reconcile live vs main before a campaign.
bnf-finish F1–F6	EBO signed off, factory authorized; deployed this session (`v100` pipeline + booking). Deferred on purpose: invoice auto-issue, F7 onboarding, CS-prep auto-trigger.	Confirm the F1–F6 live behaviour, then decide when to pull the deferred three into a round.

🟡 Operate / know live system

Item Why it matters Detail

AUTOSEND is ON in prod Real emails go out — the human gate is the arming step, not a global off-switch. Test data can send for real. Sweep leftover ZZ test sequences after any matrix run. Never run the 65-branch matrix against prod.

Live app URL + token The CLAUDE.md/HANDOFF matt-clientsflow-- subdomain 404s. Real: matyas--clientsflow-pipeline-web.modal.run · dash token 6e90b27c5e3c5c5e58f3a4b9.

clientsflow-notes hub (NEW) Your review notes now live on one domain; source of truth is the local root — if it's lost, the next deploy overwrites the project empty. clientsflow-notes.pages.dev/<repo>/<doc>/ · local: ~/.claude/clientsflow-notes/ · auto-mirrors to the Notion Reports DB.

Client staging naming New normative rule so client URLs are consistent and don't re-flood the Pages cap. clientcompanyname-yy-mm-dd.pages.dev (one project per client; separate from notes).

Item	Why it matters	Detail
AUTOSEND is ON in prod	Real emails go out — the human gate is the arming step, not a global off-switch. Test data can send for real.	Sweep leftover `ZZ` test sequences after any matrix run. Never run the 65-branch matrix against prod.
Live app URL + token	The CLAUDE.md/HANDOFF `matt-clientsflow--` subdomain 404s.	Real: `matyas--clientsflow-pipeline-web.modal.run` · dash token `6e90b27c5e3c5c5e58f3a4b9`.
clientsflow-notes hub (NEW)	Your review notes now live on one domain; source of truth is the local root — if it's lost, the next deploy overwrites the project empty.	`clientsflow-notes.pages.dev/<repo>/<doc>/` · local: `~/.claude/clientsflow-notes/` · auto-mirrors to the Notion Reports DB.
Client staging naming	New normative rule so client URLs are consistent and don't re-flood the Pages cap.	`clientcompanyname-yy-mm-dd.pages.dev` (one project per client; separate from notes).

🟢 Standing / reference background

Item State Note

Finance OS Built + provisioned with real data, manually maintained. NOT yet automated / CRM-wired. Read FINANCE_OS.md first for anything finance.

K-X Consulting Live lead-gen client; campaign deferred. Needs the KX Instantly API key; exclude Bonduelle/Hell/Aldi/Lidl/Tesco.

Invoicing Seller is alanyi adómentes. Every számla uses AAM (no 27%); reverse only by storno. Use the szamlazz-invoice skill.

Item	State	Note
Finance OS	Built + provisioned with real data, manually maintained.	NOT yet automated / CRM-wired. Read `FINANCE_OS.md` first for anything finance.
K-X Consulting	Live lead-gen client; campaign deferred.	Needs the KX Instantly API key; exclude Bonduelle/Hell/Aldi/Lidl/Tesco.
Invoicing	Seller is alanyi adómentes.	Every számla uses `AAM` (no 27%); reverse only by storno. Use the `szamlazz-invoice` skill.

Deletion-safety (this session). The 61 migrated notes are triple-saved: local ~/.claude/clientsflow-notes/ + live on clientsflow-notes.pages.dev + full Notion mirror (62 DB pages). The 7 deleted stragglers were verified empty/stub first. One early casualty has no backup: cf-proto-clientsflow-dark (deleted before the migration existed) — but it was a stale dark-theme duplicate of 11 surviving sibling protos, so nothing unique was lost.