Orbit

Roadmap

What Orbit is being built to do

Every clause of the product Orbit is building toward, and how much of it the code does today. Judged from the code and tests, not from plans.

34 of 204 clauses done

  • 34 done
  • 138 partial
  • 32 missing

Judged on

How statuses are judged

Published clauses

27 done · 52 partial · 0 missing

of 79

Target and push further

7 done · 86 partial · 32 missing

of 125

Product target

Category
Sales CRM
Replaces
HubSpot Sales Hub, Pipedrive, Salesforce Sales Cloud
Must also beat
Attio, Day.ai, Twenty
First buyer
A US small-business sales manager and their reps, selling in USD, using Google Workspace or Microsoft 365, working across US timezones and US daylight-saving transitions

Progress by area

22 areas

Published · 13 areas

Target and push further · 9 areas

All clauses

ClauseTitleStatusEvidence or gap
Operators and workspace 1 done · 3 partial · 0 missing
TEAM-001publishedEqual operatorsPartial
Still to build

Unasserted in the carried evidence: two full operators reach every record; full operators reach every action; UI refusal for every corresponding door. Asserted: collaborator record refusal; collaborator field refusal; collaborator action refusal.

TEAM-002publishedManagementDone
TEAM-003publishedOne workspacePartial
Still to build

Unasserted in the carried evidence: persisted US timezone; persisted USD default; persisted working hours; persisted stale intervals; reload reads the settings across records. The cited evidence does not assert this complete journey; implementation or a test title alone is not proof.

TEAM-004publishedRemoval handoverPartial
Still to build

Unasserted in the carried evidence: delegated handoff unassignment; scheduled-message cancellation; choice recorded for every set; one attributed owner-change entry. Asserted: reviewed task handover; reviewed opportunity handover; revoked session; historical note retains its actor.

Customer records 5 done · 8 partial · 0 missing
RECORD-001publishedCore recordsPartial
Still to build

Unasserted in the carried evidence: contact create/read through authenticated Records; contact edits persist; company create/read through authenticated Records; company edits persist; USD opportunity create/edit; custom-field values read back; associations read back. The cited evidence does not assert this complete journey; implementation or a test title alone is not proof.

RECORD-002publishedAssociationsDone
RECORD-003publishedIdentity keysPartial
Still to build

Unasserted in the carried evidence: case and whitespace contact collision; domain collision; conflict names existing identity; no extra row after either conflict; free-mail keys excluded; keyless record create/edit. The cited evidence does not assert this complete journey; implementation or a test title alone is not proof.

RECORD-004publishedDuplicate mergeDone
RECORD-005publishedTimelinePartial
Still to build

Unasserted in the carried evidence: mail entry; meeting entry; note entry; stage/owner change entry; merge entry; occurred and recorded times; source and actor; out-of-order history. The cited evidence does not assert this complete journey; implementation or a test title alone is not proof.

RECORD-006publishedSearch and viewsDone
RECORD-007publishedOwnershipPartial
Still to build

Unasserted in the carried evidence: assign owner; reassign owner; unassign owner; owner persists after reload; attributed timeline entry; score unchanged. The cited evidence does not assert this complete journey; implementation or a test title alone is not proof.

RECORD-008publishedImportPartial
Still to build

Unasserted in the carried evidence: changed source row conflict; interrupted apply resumes without losing progress. Asserted: HubSpot and Pipedrive saved dry run has no writes; contacts and associations applied; deal values retained; notes preserved once; reimport has no duplicate records; undo preserves native edit; independent stop survives undo.

RECORD-009publishedDuplicate candidatesPartial
Still to build

Unasserted in the carried evidence: keyless candidate listed. Asserted: same-name contacts across companies listed; same-name companies listed; review changes no records; chosen merge retires exactly one record.

RECORD-010publishedManual entriesPartial
Still to build

Unasserted in the carried evidence: note create/edit/delete; call create/edit/delete; meeting create/edit/delete; occurred time retained; duration retained; attendees retained; score unchanged; no external message. The cited evidence does not assert this complete journey; implementation or a test title alone is not proof.

RECORD-011publishedRelated recordsDone
RECORD-012publishedContactabilityDone
RECORD-013publishedDeletionPartial
Still to build

Unasserted in the carried evidence: deletion confirmation enforced; company deletion detaches contacts; company deletion detaches opportunities. Asserted: deal deletion preserves sent history; contact deletion erases mail and linked signals.

Signals 5 done · 4 partial · 0 missing
SIGNAL-001publishedIngestionDone
SIGNAL-002publishedSignal typesDone
SIGNAL-003publishedIdempotencyPartial
Still to build

Unasserted in the carried evidence: replay after restart. Asserted: concurrent delivery returns one identity; one persisted effect; changed payload returns conflict.

SIGNAL-004publishedLinkingPartial
Still to build

Unasserted in the carried evidence: ambiguous identity held; exactly one evaluation after link. Asserted: exact identity affects the intended deal; unknown identity held; one manual link allowed; linked timeline retains event time.

SIGNAL-005publishedEvent timePartial
Still to build

Unasserted in the carried evidence: history sorted around newer evidence; fresh evaluation after late event; later-written fields not overwritten. Asserted: older event retains occurred time.

SIGNAL-006publishedEvidence confidenceDone
SIGNAL-007publishedNo trackingPartial
Still to build

Unasserted in the carried evidence: no tracking script/pixel/cookie in public assets/network; identity-free chat held; unsupported identity absent from customer history. Asserted: identity-free page view held.

SIGNAL-008publishedIngestion failureDone
SIGNAL-009publishedSigned sourcesDone
Mail and calendar capture 4 done · 5 partial · 0 missing
CAPTURE-001publishedFile captureDone
CAPTURE-002publishedKnown participants onlyDone
CAPTURE-003publishedWhat capture applies at oncePartial
Still to build

Unasserted in the carried evidence: booked meeting cancels scheduled work; drafts staled atomically; automatic reply stops no scheduled work. Asserted: threaded reply linked; permanent bounce stops contact.

CAPTURE-004publishedReviewed proposalsDone
CAPTURE-005publishedHuman boundaryPartial
Still to build

Unasserted in the carried evidence: delegation credential refused; address-only intake works; proposed new contact stays blocked. Asserted: native intake works; collaborator intake refused; source signature refused.

CAPTURE-006publishedCapture sourcesPartial
Still to build

Unasserted in the carried evidence: Google adapter read; Microsoft adapter read; selected folders/calendars. Asserted: interruption before cursor commit; resumed cursor and deduplication; revoke halts reads and preserves records; reconnect restores capture; disconnect removes credential; visible error reason.

CAPTURE-007publishedCaptured dataDone
CAPTURE-008publishedOrbit addressPartial
Still to build

Unasserted in the carried evidence: oversized mail counted; oversized content not retained. Asserted: private tagged address created; tag rotation differs; exact envelope tag accepted; wrong envelope tag stores no signal; forwarded/BCC mail captured; Gmail confirmation read back.

CAPTURE-009publishedCalendar linkPartial
Still to build

Unasserted in the carried evidence: calendar link validated; clock advancement refreshes; event changes deduplicate; event cancellation retained; original event times retained. Asserted: broken link halts with reason.

Opportunities and priority 2 done · 7 partial · 0 missing
OPP-001publishedLifecyclePartial
Still to build

Unasserted in the carried evidence: won close retains reason; lost close retains reason; later evidence never silently reopens; explicit reopen restores correct queue; history records every lifecycle transition. The cited evidence does not assert this complete journey; implementation or a test title alone is not proof.

OPP-002publishedIndependent statePartial
Still to build

Unasserted in the carried evidence: stage/owner changes preserve independent fields. Asserted: lifecycle independently visible; stage independently visible; owner independently visible; score independently visible; band independently visible; queue independently visible.

OPP-003publishedEvaluationPartialStill to build: Unasserted in the carried evidence: band; contribution values; policy version; decay; closed-deal exclusion. Asserted: computed score after signal.
OPP-004publishedExplainabilityPartial
Still to build

Not reachable in the product, so unasserted: following each contribution to its source evidence. A contribution in the deal's Why this is first list has no link or visible signal ID, Recorded details lists each signal's subject, kind, source and linking basis without ids, and no route serves a signal's source evidence; resolves each contribution's signal ID from the opportunity API inside the test and then finds its Recorded details line by subject text. Asserted at 390 and 1440 in the browser: every contribution shown with its signal subject, type, signed points and source; the current recommendation's reason and next action beside them; each contributing signal's Recorded details line names its source and how it was linked.

OPP-005publishedEvaluation failureDone
OPP-006publishedNOW orderingPartialStill to build: Unasserted in the carried evidence: tied NOW order; rep filter; stage filter; band filter; ordering persists after reload. Asserted: untied NOW order.
OPP-007publishedQueue entryPartial
Still to build

Unasserted in the carried evidence: close clock; stale clock; awaiting-response clock; form NOW reason; reply NOW reason; booking NOW reason; one transition per triggering event. Asserted: failed-send NOW reason.

OPP-008publishedManual completionPartial
Still to build

Unasserted in the carried evidence: skip retains historical recommendation; no message sent. Asserted: manual completion changes queue; only new recommendation gets a new identity.

OPP-009publishedPipeline stagesDone
Recommendations and drafts 1 done · 4 partial · 0 missing
ACTION-001publishedCurrent recommendationPartial
Still to build

Unasserted in the carried evidence: current action evidence; current action version; named action remains with AI disabled; no invented explanation. The cited evidence does not assert this complete journey; implementation or a test title alone is not proof.

ACTION-002publishedReplacementPartial
Still to build

Unasserted in the carried evidence: new evidence supersedes old recommendation; operator change supersedes recommendation; old action stays historical; old action cannot draft; old action cannot send; old action cannot complete. The cited evidence does not assert this complete journey; implementation or a test title alone is not proof.

ACTION-003publishedDraft on requestPartial
Still to build

Unasserted in the carried evidence: draft facts cite current evidence; configured instructions honored. Asserted: request preview matches generated input; draft saved; no outbound message created.

ACTION-004publishedDurable draftDone
ACTION-005publishedStale draftPartial
Still to build

Unasserted in the carried evidence: customer/deal mutation stales draft; stale send refused; current differences shown before new review. Asserted: reply stop stales draft.

One-to-one outreach 2 done · 10 partial · 0 missing
OUT-001publishedExact-content customer sendingPartial
Still to build

Unasserted in the carried evidence: ingestion cannot dispatch; unreviewed agent call has no effect under held policy; signed-in person approves unchanged saved revision. Asserted: exact reviewed bytes dispatched.

OUT-002publishedMessage statesPartial
Still to build

Unasserted in the carried evidence: provider acceptance state; bounce state; persisted buyer-visible labels distinct. Asserted: delivery state; failed state; ambiguous state.

OUT-003publishedSend idempotencyPartial
Still to build

Unasserted in the carried evidence: concurrent approval has one outbound intent; same key after restart; at most one provider submission. The cited evidence does not assert this complete journey; implementation or a test title alone is not proof.

OUT-004publishedThreadingDone
OUT-005publishedAccepted outcomePartial
Still to build

Unasserted in the carried evidence: one sent timeline activity; recommendation completed; NEXT transition (assertion is in uncited ); one notification; replayed provider response has no second effect. The cited evidence does not assert this complete journey; implementation or a test title alone is not proof.

OUT-006publishedDelivery failurePartial
Still to build

Unasserted in the carried evidence: ambiguous outcome distinct; permanent bounce stops contact; provider reason retained. Asserted: known-unsent retry bounded to five attempts; exhausted failure visible; one failure notification.

OUT-007publishedStop conditionsPartial
Still to build

Unasserted in the carried evidence: booking cancels scheduled mail; unsubscribe cancels scheduled mail; bounce cancels scheduled mail; manual stop cancels scheduled mail; replay has no second effect. Asserted: reply cancels scheduled mail; stop stales unsent draft.

OUT-008publishedQuiet hoursPartial
Still to build

Unasserted in the carried evidence: extra immediate confirmation. Asserted: recipient-local weekday/DST window; expired confirmation cannot send; scheduled message waits for reviewed next window.

OUT-009publishedScheduled sendPartial
Still to build

Unasserted in the carried evidence: schedule and cancel; changed evidence blocks dispatch; changed permission blocks dispatch; changed recipient blocks dispatch; unchanged authorized content submitted. The cited evidence does not assert this complete journey; implementation or a test title alone is not proof.

OUT-010publishedSending limitsPartial
Still to build

Unasserted in the carried evidence: immediate submission limit; scheduled submission limit. Asserted: per-minute limit visibly holds; per-user daily limit visibly holds; held item shows reason; next permitted time; no silent retry.

OUT-011publishedUnresolved submissionPartial
Still to build

Unasserted in the carried evidence: lost acceptance transaction; restart reconciles durable intent; unresolved stays visible. Asserted: lost provider response becomes uncertain; provider never resubmitted; one accepted final outcome.

OUT-012publishedUnsubscribeDone
AI 1 done · 3 partial · 0 missing
AI-001publishedProvider and inputDone
AI-002publishedOutput validationPartial
Still to build

Unasserted in the carried evidence: invalid schema visibly fails; transport error visibly fails; no fabricated repair; bounded transport retries. Asserted: foreign citation leaves no draft.

AI-003publishedProvider failurePartial
Still to build

Unasserted in the carried evidence: failed generation visible; manual CRM still works; ingestion still works; scoring still works; handwritten sending still works. Asserted: unconfigured generation unavailable.

AI-004publishedCostPartial
Still to build

Unasserted in the carried evidence: failed call accounting; provider; model; duration; cost; daily totals; feature totals in Settings. Asserted: successful token counts; status.

Daily brief and meeting plans 4 done · 1 partial · 0 missing
BRIEF-001publishedToday's briefDone
BRIEF-002publishedOverdue promisesPartial
Still to build

Unasserted in the carried evidence: overdue task; overdue draft; task completion clears line; draft completion clears line. Asserted: overdue reply; overdue meeting; reply completion clears line; meeting completion clears line.

BRIEF-003publishedAccount summaryDone
BRIEF-004publishedMeeting planDone
BRIEF-005publishedAgent handoffDone
Notifications 0 done · 2 partial · 0 missing
NOTIFY-001publishedResponsible operatorPartial
Still to build

Unasserted in the carried evidence: assigned-deal responsible recipient (the fixture leaves the deal unassigned). Asserted: unassigned queue recipient; unassigned reply recipient and replay count; delivery-problem recipient once; no-actor fallback goes to every active operator.

NOTIFY-002publishedRead statePartial
Still to build

Unasserted in the carried evidence: read state persists after a new sign-in session. Asserted: recipient read mark stored; another recipient cannot mark it; unread count returns to previous value; queue notice not duplicated.

Public surfaces 1 done · 3 partial · 0 missing
PUBLIC-001publishedLanding pagePartial
Still to build

Unasserted in the carried evidence: app Lobby branding and sign-in links; separate run-site branding and sign-in links; no customer data in public HTML; no customer data in network responses. The cited evidence does not assert this complete journey; implementation or a test title alone is not proof.

PUBLIC-002publishedSafe demoPartial
Still to build

Unasserted in the carried evidence: unknown demo paths; desktop and phone journey; no owner-data read over populated owner data; no D1 mutation across all tables; no AI request; no customer send. Asserted: fictional demo labeled.

PUBLIC-003publishedUnconfigured sign-inDone
PUBLIC-004publishedNative sign-inPartial
Still to build

Unasserted in the carried evidence: expired link refused; linked provider admits no new operator. Asserted: valid native link creates current person session; unknown/inactive response matches; single-use link signs in only once; sign-out revokes session.

Data 1 done · 1 partial · 0 missing
DATA-001publishedExport contentsDone
DATA-002publishedContact erasurePartial
Still to build

Unasserted in the carried evidence: contact erasure redacts stored Slack content; company erasure redacts stored Slack content; deal erasure redacts stored Slack content; provider delete requests tracked; each provider-deletion outcome visible; aliases erased; imported/captured evidence erased; drafts erased; transfer copies withdrawn; AI absence; mail absence; anonymous audit; completion within five minutes; replay cannot recreate erased content. Asserted: search absence; export absence.

Scoped application delegation 0 done · 1 partial · 0 missing
DELEGATE-001publishedSelected application authorityPartial
Still to build

Unasserted in the carried evidence: Slack mapping grants no delegation authority; Slack mapping grants no outreach authority; Slack acknowledgment does not accept a proposed handoff; Slack writes only acknowledgment/internal task; task retains current native access and actor; native consent and PKCE scope; selected records readable; outside-scope read refused. Asserted: internal handoff proposed; revocation stops every door; restored credential authority absent; restored history preserved.

Permissions, records and migration 1 done · 15 partial · 5 missing
TEAM-005targetSales roles and assigned recordsPartial
Still to build

Implemented first slice: author-controlled privacy for a note, logged call/meeting, task note or handoff; collaborator record/shared/search/mention/notification reads withhold private entries regardless of the record grant. Visibility changes are audited, flags round-trip through the CLI archive and disappear with deleted entries. Private entry, task-note and handoff controls and collaborator Shared records are exercised at 1440 and 390. FORM-001 round robin retains its explicit active full-operator lists; ownership alone grants no current access. Native teams, team mentions, restricted sales roles, team queues and chosen-user/team notifications remain gaps.

TEAM-006targetTeam forecast, reports and dashboardsPartial
Still to build

Implemented first slice: author-controlled privacy for a note, logged call/meeting, task note or handoff; collaborator record/shared/search/mention/notification reads withhold private entries regardless of the record grant. Visibility changes are audited, flags round-trip through the CLI archive and disappear with deleted entries. Private entry, task-note and handoff controls and collaborator Shared records are exercised at 1440 and 390. FORM-001 round robin retains its explicit active full-operator lists; ownership alone grants no current access. Native teams, team mentions, restricted sales roles, team queues and chosen-user/team notifications remain gaps.

TEAM-007targetTeam libraries, mentions and entry privacyPartial
Still to build

Implemented first slice: author-controlled privacy for a note, logged call/meeting, task note or handoff; collaborator record/shared/search/mention/notification reads withhold private entries regardless of the record grant. Visibility changes are audited, flags round-trip through the CLI archive and disappear with deleted entries. Private entry, task-note and handoff controls and collaborator Shared records are exercised at 1440 and 390. FORM-001 round robin retains its explicit active full-operator lists; ownership alone grants no current access. Native teams, team mentions, restricted sales roles, team queues and chosen-user/team notifications remain gaps.

TEAM-008targetTeam sending budgets and Slack audiencesPartial
Still to build

Implemented first slice: author-controlled privacy for a note, logged call/meeting, task note or handoff; collaborator record/shared/search/mention/notification reads withhold private entries regardless of the record grant. Visibility changes are audited, flags round-trip through the CLI archive and disappear with deleted entries. Private entry, task-note and handoff controls and collaborator Shared records are exercised at 1440 and 390. FORM-001 round robin retains its explicit active full-operator lists; ownership alone grants no current access. Native teams, team mentions, restricted sales roles, team queues and chosen-user/team notifications remain gaps.

RECORD-014targetConfigurable sales data and custom objectsPartial
Still to build

Owner-defined text, number, date and picklist fields on contacts, companies and deals retain required/unique validation, affected-record preview and read-only archived values. Settings now reads immutable definition revisions with their original labels, types, choices, required/unique and archived state; paged native HTTP reads and fresh-session reads after local archive restore preserve that meaning. This is definition history, not a claim of per-record value history. Custom objects and explicit relationships/layouts, lead qualification/conversion preserving source, activities and consent, saved filtered lists with column choice and sorting, reviewed bulk field edits with individual failures, and field-value history naming the user/import/capture/API source remain gaps. Workflow-change approval and workflow/version history inherit AUTO-002. Future lead/custom-object intake retains FORM-001 notification, consent, abuse, export and erasure duties, with no custom-object intake carve-out.

RECORD-015targetDeal stakeholders and buying contextPartial
Still to build

Unasserted in the carried evidence: champion association; evaluator association; verified decision-maker; second-company relationship; primary association move; history preserved; authorization preserved. The cited evidence does not assert this complete journey; implementation or a test title alone is not proof.

RECORD-016targetOwners for contacts, leads, companies and custom objectsPartial
Still to build

Contact/company record-page and list/search bulk assignment, attributed history, per-item refusals, guarded undo and grouped native in-app notices ship. Full operators retain existing workspace access; collaborators receive no new ownership mutation authority or content-bearing assignment notice. CSV owner mapping, My/Unassigned default views, owner grouping and report/dashboard filters, company/first-email assignment rules, deal assignment notices and removal handover remain gaps. Leads/custom objects inherit RECORD-014; restricted sellers inherit TEAM-005 and owners never grant access; email/push/Slack delivery inherits NOTIFY-003; connected-mailbox writes inherit OUT-013/CAPTURE-010/CAPTURE-012, workflows AUTO-001 and public responses API-001. Import-provider mappings remain MIGRATE-001/002/003.

RECORD-019targetOwner mapping on import and migrationPartial
Still to build

Contact/company record-page and list/search bulk assignment, attributed history, per-item refusals, guarded undo and grouped native in-app notices ship. Full operators retain existing workspace access; collaborators receive no new ownership mutation authority or content-bearing assignment notice. CSV owner mapping, My/Unassigned default views, owner grouping and report/dashboard filters, company/first-email assignment rules, deal assignment notices and removal handover remain gaps. Leads/custom objects inherit RECORD-014; restricted sellers inherit TEAM-005 and owners never grant access; email/push/Slack delivery inherits NOTIFY-003; connected-mailbox writes inherit OUT-013/CAPTURE-010/CAPTURE-012, workflows AUTO-001 and public responses API-001. Import-provider mappings remain MIGRATE-001/002/003.

RECORD-020targetAutomatic record-owner rulesPartial
Still to build

Contact/company record-page and list/search bulk assignment, attributed history, per-item refusals, guarded undo and grouped native in-app notices ship. Full operators retain existing workspace access; collaborators receive no new ownership mutation authority or content-bearing assignment notice. CSV owner mapping, My/Unassigned default views, owner grouping and report/dashboard filters, company/first-email assignment rules, deal assignment notices and removal handover remain gaps. Leads/custom objects inherit RECORD-014; restricted sellers inherit TEAM-005 and owners never grant access; email/push/Slack delivery inherits NOTIFY-003; connected-mailbox writes inherit OUT-013/CAPTURE-010/CAPTURE-012, workflows AUTO-001 and public responses API-001. Import-provider mappings remain MIGRATE-001/002/003.

RECORD-021targetAssignment notificationsPartial
Still to build

Contact/company record-page and list/search bulk assignment, attributed history, per-item refusals, guarded undo and grouped native in-app notices ship. Full operators retain existing workspace access; collaborators receive no new ownership mutation authority or content-bearing assignment notice. CSV owner mapping, My/Unassigned default views, owner grouping and report/dashboard filters, company/first-email assignment rules, deal assignment notices and removal handover remain gaps. Leads/custom objects inherit RECORD-014; restricted sellers inherit TEAM-005 and owners never grant access; email/push/Slack delivery inherits NOTIFY-003; connected-mailbox writes inherit OUT-013/CAPTURE-010/CAPTURE-012, workflows AUTO-001 and public responses API-001. Import-provider mappings remain MIGRATE-001/002/003.

RECORD-022targetOwner views, grouping and removalPartial
Still to build

Contact/company record-page and list/search bulk assignment, attributed history, per-item refusals, guarded undo and grouped native in-app notices ship. Full operators retain existing workspace access; collaborators receive no new ownership mutation authority or content-bearing assignment notice. CSV owner mapping, My/Unassigned default views, owner grouping and report/dashboard filters, company/first-email assignment rules, deal assignment notices and removal handover remain gaps. Leads/custom objects inherit RECORD-014; restricted sellers inherit TEAM-005 and owners never grant access; email/push/Slack delivery inherits NOTIFY-003; connected-mailbox writes inherit OUT-013/CAPTURE-010/CAPTURE-012, workflows AUTO-001 and public responses API-001. Import-provider mappings remain MIGRATE-001/002/003.

RECORD-017targetMentions in notes and activitiesDone
RECORD-023targetCollaborator entry grants and mention accessPartial
Still to build

Unasserted in the carried evidence: browser proof at 1440; browser proof at 390. Asserted: own notification opens exact Shared entry; entries-off save asks first; revocation hides notice; fresh grant reveals notice; grant creation actor and initial option; option change actor and old/new values; mention does not grant access; mention does not turn option on; only own notifications and unread count; other operators have excluded notices; cannot read another record’s entries.

RECORD-024targetMention delivery through personal channelsPartial
Still to build

Unasserted in the cited evidence: Slack acknowledgment never accepts an application-proposed handoff. Asserted: an opted-in personal Slack mention carries no entry text, a private entry gets a generic notice with an authenticated link, and deleting the source withdraws an undelivered mention. Personal email and push channels are not offered.

RECORD-018targetFiles and versions on records and activitiesMissing
Still to build

No implementation found. There is no file storage, upload route or Files list on any record or activity, and skips every Content-Disposition: attachment part when parsing captured mail, so captured attachments are dropped; migration presets carry no files.

RECORD-025targetFile access, previews and deletionMissing
Still to build

No implementation found. There is no file storage, upload route or Files list on any record or activity, and skips every Content-Disposition: attachment part when parsing captured mail, so captured attachments are dropped; migration presets carry no files.

RECORD-026targetCaptured and sent mail attachmentsMissing
Still to build

No implementation found. There is no file storage, upload route or Files list on any record or activity, and skips every Content-Disposition: attachment part when parsing captured mail, so captured attachments are dropped; migration presets carry no files.

RECORD-027targetFile migration and portable bytesMissing
Still to build

No implementation found. There is no file storage, upload route or Files list on any record or activity, and skips every Content-Disposition: attachment part when parsing captured mail, so captured attachments are dropped; migration presets carry no files.

MIGRATE-001targetHubSpot Sales Hub migrationPartialStill to build: Reviewed HubSpot CSV presets cover core records/deals/prepared notes; connected migration and full activity/owner/pipeline and attachment coverage are missing.
MIGRATE-002targetPipedrive migrationPartialStill to build: Pipedrive core CSV presets exist; complete connected migration, products, activity history and files remain missing.
MIGRATE-003targetSalesforce Sales Cloud migrationMissingStill to build: No implementation found. No implementation of this complete target flow was found.
Connected selling, follow-up and automation 0 done · 34 partial · 13 missing
CAPTURE-010targetContinuous authorized mail and calendar readsPartial
Still to build

Durable provider reads retain their selected-scope and OAuth safeguards. The owner chooses held review (default), most recently active open deal or all open deals for exact-contact connected mail; trusted message identity retains priority. Automatic evidence names its rule, and one reviewed action moves or removes deal links without rewriting the original. No-open-deal mail links only the contact and primary company. Reviewed corrections permit any deal the current full operator may view and change, including closed deals and deals unrelated to the captured contact; the original contact and company history remain. TEAM-005 retains real administrator and restricted-record policy; current full operators retain existing workspace access and collaborators gain no capture door. Live Gmail and Microsoft acceptance requires the owner's authorized journey and remains unmeasured; attachments inherit RECORD-018, unknown-participant proposals CAPTURE-012, and the fixed calendar window still needs explicit extension. Implemented first slice: the installation owner acts as administrator until TEAM-005 supplies sales roles. An open deal's activity is the latest recorded source or operator timeline entry, or its creation time when no later entry exists; ties use deal identity order. Active full operators may move captured mail to any currently accessible, changeable deal or remove its deal links. A fingerprint binds the reviewed association, correction history and offered deal revisions; stale reviews return 409, unavailable targets return 403, and collaborators or restricted roles are refused. Replay repeats no mutation or audit.

CAPTURE-011targetTwo-way calendar and CRM activityPartial
Still to build

Implemented first slice: separate opt-in OAuth write consent requests Google calendar.events or Microsoft Calendars.ReadWrite; exact saved attendees, message and times are reviewed before one create, reschedule or cancellation attempt. Provider revisions and source/customer authority fence writes; provider edits become conflicts for fresh review, ambiguous outcomes remain held, and cancelling one written occurrence leaves the other intact. Activities retain one entry per written meeting. Google and Microsoft consent screens show the requested read scopes and add write scope only after separate opt-in, at 1440 and 390; their native form submissions request those exact scopes. Read-only tokens contain no write scope, unsolicited write grants are refused, and read-only consent cannot authorize writeback. Invitation review and conflict screens are exercised at 1440 and 390. Writeback currently changes single meetings created by Orbit; provider-captured meeting editing, recurring-series authoring and live-account proof remain gaps.

CAPTURE-012targetUnknown-participant proposal custodyPartial
Still to build

CAPTURE-012: connected unknown-participant proposals, explicit reviewed contactability basis, exclusion and retention enforcement, all named back-fill doors, replay and erasure, authorized Gmail and Microsoft proof, provider qualification and jurisdiction-specific legal qualification remain unproved. Same-thread mailbox sending remains OUT-013, record composition OUT-017, reply all OUT-019, expanded roles TEAM-005 and ownership behavior RECORD-016.

CAPTURE-013targetProspect acceptance and history back-fillPartial
Still to build

CAPTURE-012: connected unknown-participant proposals, explicit reviewed contactability basis, exclusion and retention enforcement, all named back-fill doors, replay and erasure, authorized Gmail and Microsoft proof, provider qualification and jurisdiction-specific legal qualification remain unproved. Same-thread mailbox sending remains OUT-013, record composition OUT-017, reply all OUT-019, expanded roles TEAM-005 and ownership behavior RECORD-016.

CAPTURE-014targetProspect purpose, retention and suppressionPartial
Still to build

CAPTURE-012: connected unknown-participant proposals, explicit reviewed contactability basis, exclusion and retention enforcement, all named back-fill doors, replay and erasure, authorized Gmail and Microsoft proof, provider qualification and jurisdiction-specific legal qualification remain unproved. Same-thread mailbox sending remains OUT-013, record composition OUT-017, reply all OUT-019, expanded roles TEAM-005 and ownership behavior RECORD-016.

FORM-001targetForms on the buyer’s websitePartial
Still to build

Implemented first slice: Reviewed fixed forms retain consent, atomic intake, honeypot, signed fill proof, per-form/network limits, optional Turnstile, counted refusals, erasable spam and exactly-once release. Allowlisted HTTPS direct posts use the same admission without cookies or tracking. Required and optional free-text and picklist fields map to contact/company/new-deal native and custom JSON properties; exact business domains link/create companies, chosen stages enter NOW, empty values fill and populated differences wait as CAPTURE-004 proposals. A picklist accepts only its reviewed choices. Hidden fields carry a fixed value from the reviewed definition or one declared query parameter, read from the hosted page address, copied from the embedding page by the generated framed embed or sent by a direct post; publication review lists them, and a saved definition change takes effect only after its new revision is compiled, reviewed and published. Forged choices, undeclared names and fixed-value overrides are refused as invalid_fields without a customer or proposal write. Existing contact owners remain; fixed, durable active-user round robin and unassigned rules record each choice and notify the selected full operator once per accepted submission. Team selection, team queues and team notifications inherit TEAM-005; explicit full-operator lists are used meanwhile. Lead/custom-object kinds inherit RECORD-014 and email/push delivery NOTIFY-003.

FORM-002targetForm abuse refusals and releasePartial
Still to build

Implemented first slice: Reviewed fixed forms retain consent, atomic intake, honeypot, signed fill proof, per-form/network limits, optional Turnstile, counted refusals, erasable spam and exactly-once release. Allowlisted HTTPS direct posts use the same admission without cookies or tracking. Required and optional free-text and picklist fields map to contact/company/new-deal native and custom JSON properties; exact business domains link/create companies, chosen stages enter NOW, empty values fill and populated differences wait as CAPTURE-004 proposals. A picklist accepts only its reviewed choices. Hidden fields carry a fixed value from the reviewed definition or one declared query parameter, read from the hosted page address, copied from the embedding page by the generated framed embed or sent by a direct post; publication review lists them, and a saved definition change takes effect only after its new revision is compiled, reviewed and published. Forged choices, undeclared names and fixed-value overrides are refused as invalid_fields without a customer or proposal write. Existing contact owners remain; fixed, durable active-user round robin and unassigned rules record each choice and notify the selected full operator once per accepted submission. Team selection, team queues and team notifications inherit TEAM-005; explicit full-operator lists are used meanwhile. Lead/custom-object kinds inherit RECORD-014 and email/push delivery NOTIFY-003.

FORM-003targetForm customer identity and consentPartial
Still to build

Implemented first slice: Reviewed fixed forms retain consent, atomic intake, honeypot, signed fill proof, per-form/network limits, optional Turnstile, counted refusals, erasable spam and exactly-once release. Allowlisted HTTPS direct posts use the same admission without cookies or tracking. Required and optional free-text and picklist fields map to contact/company/new-deal native and custom JSON properties; exact business domains link/create companies, chosen stages enter NOW, empty values fill and populated differences wait as CAPTURE-004 proposals. A picklist accepts only its reviewed choices. Hidden fields carry a fixed value from the reviewed definition or one declared query parameter, read from the hosted page address, copied from the embedding page by the generated framed embed or sent by a direct post; publication review lists them, and a saved definition change takes effect only after its new revision is compiled, reviewed and published. Forged choices, undeclared names and fixed-value overrides are refused as invalid_fields without a customer or proposal write. Existing contact owners remain; fixed, durable active-user round robin and unassigned rules record each choice and notify the selected full operator once per accepted submission. Team selection, team queues and team notifications inherit TEAM-005; explicit full-operator lists are used meanwhile. Lead/custom-object kinds inherit RECORD-014 and email/push delivery NOTIFY-003.

FORM-004targetForm owner routing and sales follow-upPartial
Still to build

Implemented first slice: Reviewed fixed forms retain consent, atomic intake, honeypot, signed fill proof, per-form/network limits, optional Turnstile, counted refusals, erasable spam and exactly-once release. Allowlisted HTTPS direct posts use the same admission without cookies or tracking. Required and optional free-text and picklist fields map to contact/company/new-deal native and custom JSON properties; exact business domains link/create companies, chosen stages enter NOW, empty values fill and populated differences wait as CAPTURE-004 proposals. A picklist accepts only its reviewed choices. Hidden fields carry a fixed value from the reviewed definition or one declared query parameter, read from the hosted page address, copied from the embedding page by the generated framed embed or sent by a direct post; publication review lists them, and a saved definition change takes effect only after its new revision is compiled, reviewed and published. Forged choices, undeclared names and fixed-value overrides are refused as invalid_fields without a customer or proposal write. Existing contact owners remain; fixed, durable active-user round robin and unassigned rules record each choice and notify the selected full operator once per accepted submission. Team selection, team queues and team notifications inherit TEAM-005; explicit full-operator lists are used meanwhile. Lead/custom-object kinds inherit RECORD-014 and email/push delivery NOTIFY-003.

OUT-013targetGmail and Microsoft 365 mailbox sendingMissingStill to build: No implementation found. No implementation of this complete target flow was found.
OUT-014targetReusable personalized templates and sales contentPartial
Still to build

Unasserted in the carried evidence: another operator reads/uses library; signature bytes; reviewed opt-out state; library screen at 1440; library screen at 390; rendered review at 1440; rendered review at 390. Asserted: owner creates template/snippet/signature; private entry hidden from others; shared entry write refused; two distinct contact renders; exact body read back; collaborator read refused; collaborator authoring refused; collaborator sharing refused; collaborator application refused; missing field prevents rendering; missing field prevents approval; changed merge value prevents approval; stale preview cannot approve; saved subject/body match rendered snapshot; library revision does not alter approved body; library revision does not alter approved subject; snapshot remains byte-identical; provider receives exactly approved rendered bytes once.

OUT-015targetHonest open and reply trackingPartial
Still to build

Unasserted in the carried evidence: no new tracking pixel; no redirect collection; no tracking token collection. Asserted: acceptance distinct from delivery; delivery time read back; historical open/click inference; human reply stored once; source on each timeline; occurred time; recorded time; duplicate event retained once; automatic reply changes no business state; foreign sender changes no business state; ambiguous thread changes no business state; manually linked nonhuman evidence changes no business state; no-tracking label; exact-identity genuine reply stops work.

OUT-016targetDisclosed per-message trackingMissing
Still to build

OUT-016: the complete original tracking journey, token and retention controls, classification and notification behavior, authorized provider acceptance and legal qualification remain unproved. Mailbox delivery remains OUT-013, sequence execution SEQUENCE-001 and SEQUENCE-003, additional notification channels NOTIFY-003 and multi-recipient behavior OUT-019.

OUT-021targetTracking classification and notificationsMissing
Still to build

OUT-016: the complete original tracking journey, token and retention controls, classification and notification behavior, authorized provider acceptance and legal qualification remain unproved. Mailbox delivery remains OUT-013, sequence execution SEQUENCE-001 and SEQUENCE-003, additional notification channels NOTIFY-003 and multi-recipient behavior OUT-019.

OUT-022targetTracking expiry, suppression and sales meaningMissing
Still to build

OUT-016: the complete original tracking journey, token and retention controls, classification and notification behavior, authorized provider acceptance and legal qualification remain unproved. Mailbox delivery remains OUT-013, sequence execution SEQUENCE-001 and SEQUENCE-003, additional notification channels NOTIFY-003 and multi-recipient behavior OUT-019.

OUT-017targetOne-to-one email from any permitted recordPartial
Still to build

Reviewed manual composition from contacts, companies and closed deals uses one explicitly selected recipient, an optional current open-deal link and separate closed-deal history; sending creates or reopens no deal. Exact rendered approval, active/contactable identity, shared sending budgets, clocks, scheduling, reconciliation and contact-wide stops apply to the additive mail store. One accepted activity links reviewed content and provider identity to the contact, primary company and linked/history deal; verified native message headers thread one genuine reply, while missing headers are held. An unlinked accepted message opens one sender-owned contact promise, due in workspace working days and shown in Today when overdue; human replies, booked meetings, later acceptance and explicit sender completion close it. Automatic replies do not; permanent bounce suppresses and cancels contact schedules. Sender/owner reply notices and contact outcomes are native in-app. Full operators retain current authority and collaborators get no new mail door. Record AI drafting from contacts and explicitly selected company contacts uses the assistance preview, exact unchanged evidence and configured instructions through ai.provider.v1, validated citations and length, durable editable unsent drafts and ai_calls accounting; unavailable providers fail visibly. Existing held-reply review attaches genuine or automatic replies to the contact and primary company or dismisses them once with operator attribution; automatic replies and dismissal leave promises open. Removal review includes open contact promises, explicit receiving full operator or unassignment, stale-set refusal and atomic handover with one attributed contact/company entry; original sender attribution remains, receiving overdue promises appear in Today, and unassigned promises remain on their contact. Remaining gaps: additional To/CC/BCC and reply-all inherit OUT-019, mailbox sending and live replies OUT-013, leads RECORD-014, provider-thread capture CAPTURE-010, sequence steps SEQUENCE-001/003 and tracking choice OUT-016.

OUT-023targetRecord mail history and deal-less obligationsPartial
Still to build

Reviewed manual composition from contacts, companies and closed deals uses one explicitly selected recipient, an optional current open-deal link and separate closed-deal history; sending creates or reopens no deal. Exact rendered approval, active/contactable identity, shared sending budgets, clocks, scheduling, reconciliation and contact-wide stops apply to the additive mail store. One accepted activity links reviewed content and provider identity to the contact, primary company and linked/history deal; verified native message headers thread one genuine reply, while missing headers are held. An unlinked accepted message opens one sender-owned contact promise, due in workspace working days and shown in Today when overdue; human replies, booked meetings, later acceptance and explicit sender completion close it. Automatic replies do not; permanent bounce suppresses and cancels contact schedules. Sender/owner reply notices and contact outcomes are native in-app. Full operators retain current authority and collaborators get no new mail door. Record AI drafting from contacts and explicitly selected company contacts uses the assistance preview, exact unchanged evidence and configured instructions through ai.provider.v1, validated citations and length, durable editable unsent drafts and ai_calls accounting; unavailable providers fail visibly. Existing held-reply review attaches genuine or automatic replies to the contact and primary company or dismisses them once with operator attribution; automatic replies and dismissal leave promises open. Removal review includes open contact promises, explicit receiving full operator or unassignment, stale-set refusal and atomic handover with one attributed contact/company entry; original sender attribution remains, receiving overdue promises appear in Today, and unassigned promises remain on their contact. Remaining gaps: additional To/CC/BCC and reply-all inherit OUT-019, mailbox sending and live replies OUT-013, leads RECORD-014, provider-thread capture CAPTURE-010, sequence steps SEQUENCE-001/003 and tracking choice OUT-016.

OUT-018targetSending budgets for each userPartial
Still to build

Unasserted in the carried evidence: separate sequence budget; provider-submitted count once across recipients; sequence budget of 50 isolates one SDR; other SDR continues; everyone’s one-to-one continues. Asserted: one-to-one budget independent per user; changed limit applies next claim.

OUT-024targetConnected-mailbox pace and provider quotasMissing
Still to build

Unasserted in the carried evidence: Gmail account-specific pace; Microsoft 365 account-specific pace; trial/consumer lower limits; no deployment-wide mailbox throttle; only throttled mailbox deferred; visible provider next window; no transport switch; no identity switch. The cited evidence does not assert this complete journey; implementation or a test title alone is not proof.

OUT-025targetShared-transport priority and fair drainingPartial
Still to build

Unasserted in the carried evidence: 12-user mixed-mailbox/shared morning; 40 one-to-one approvals each; two 100-recipient four-step batches; every one-to-one submitted within 60 seconds; both 100-first-step batches drain in business day; batches interleave; provider/mailbox limits respected; 75-percent sequence share; reserved one-to-one capacity; per-user round-robin; per-user enrollment order. The cited evidence does not assert this complete journey; implementation or a test title alone is not proof.

OUT-026targetSending usage and submission latencyPartial
Still to build

Unasserted in the carried evidence: declared 25-user measured submission latencies; sequence budget refusal; mailbox pace refusal; provider throttle refusal; mailbox usage; 12-user mixed-transport morning. Asserted: one-to-one budget refusal reason/value/time; shared rate refusal reason/value/time; own budget use and remaining; administrator sees all users.

OUT-019targetTo, CC and BCC recipient reviewMissing
Still to build

No implementation found. Drafts and outbound messages hold a single recipient_email matched to one contact_id, and the dispatcher in joins on it; there are no CC or BCC lists, internal or one-off recipients, reply-all pre-fill or per-recipient landing.

OUT-027targetReply and reply-all threadsMissing
Still to build

No implementation found. Drafts and outbound messages hold a single recipient_email matched to one contact_id, and the dispatcher in joins on it; there are no CC or BCC lists, internal or one-off recipients, reply-all pre-fill or per-recipient landing.

OUT-028targetMulti-recipient delivery and disclosureMissing
Still to build

No implementation found. Drafts and outbound messages hold a single recipient_email matched to one contact_id, and the dispatcher in joins on it; there are no CC or BCC lists, internal or one-off recipients, reply-all pre-fill or per-recipient landing.

OUT-020targetOpt-out settings and exact message statePartial
Still to build

Unasserted in the carried evidence: established-installation upgrade; pre-setting approvals; Gmail one-to-one no opt-out header/link; sequence step includes both; relationship-marked sequence step omits both. Asserted: approved unsent state preserved; Settings counts unchanged for bound state; new-installation defaults; allowed removal; forbidden removal; explicit addition; SendGrid-to-relay opt-out continuity; explicit off state; historical transport refusal.

OUT-029targetSingle-recipient opt-out capabilitiesPartial
Still to build

Unasserted in the carried evidence: private capability archive round-trip; review at 1440 and 390; settings at 1440 and 390; confirmation at 1440 and 390; unsubscribed state at 1440 and 390; invalid state at 1440 and 390. Asserted: durable capability bound to message; exact footer bytes; matching opt-out URL header; one-click header; configured installation origin; GET changes no state; plain POST suppresses bound contact; RFC 8058 replay preserves digest; all held/claimed/scheduled work cancelled; different contact untouched; different contact’s schedule untouched; late dispatch sends nothing; malformed and foreign same refusal; invalid request leaves state unchanged; erasure invalidates capability; invalid response discloses no recipient; capability has no arbitrary expiry.

OUT-030targetSeveral-recipient opt-outMissing
Still to build

Unasserted in the carried evidence: three-recipient message has no one-click header; one opt-out page link; posted recipient address; only named recipient stopped; basis and message citation stored; other recipients remain contactable; other recipients retain schedules; nonrecipient refusal leaks no identity; one-off address stopped without creating a contact. The cited evidence does not assert this complete journey; implementation or a test title alone is not proof.

OUT-031targetUnattributed stop requestsMissing
Still to build

Unasserted in the carried evidence: unattributed provider stop creates one request; nobody becomes do-not-contact; all external schedules/enrollments visibly paused; new mail refused with request; later inbound reply exception; sender and distinct owners notified once; named people stopped; others’ paused work resumes; cannot-determine stops everyone; resolution user and time in message and audit. The cited evidence does not assert this complete journey; implementation or a test title alone is not proof.

OUT-032targetOpt-out upgrades and transport changesPartial
Still to build

Unasserted in the carried evidence: established upgrade keeps on; basis shown; pre-setting approvals preserve state; all mailbox/sequence/batch/workflow paths preserve same state. Asserted: new one-to-one default off; SendGrid-to-relay exact header/link continuity; explicit off has no capability; historical transport state refuses; unsupported review refusal; unsupported dispatch refusal; audited Settings refusal count.

TASK-001targetAssigned prioritized recurring sales tasksPartial
Still to build

Unasserted in the carried evidence: personal email visibly unavailable; personal push visibly unavailable; personal Slack preference unavailable; channel due-work notice does not claim a personal preference; Slack task names mapped operator; Slack task retains source attribution.; single-use action identity; high-priority due call; weekly follow-up; assignment and reassignment; daily task view completion; one receiving-user notification; restart around recurrence; exactly one next occurrence. Asserted: operator removal handover.

NOTIFY-003targetReminders that reach an absent sellerPartial
Still to build

Native personal mention DMs use self-managed opt-in bound to an explicit current installation mapping and active full-operator authority; generic private-entry notices contain only an authenticated exact-entry link. Team and restricted-role audiences remain TEAM-005. Due and overdue reminders, daily digests, working-hours and timezone scheduling, missed-run recovery and configured-manager escalation remain unbuilt. Personal assignment and form external channels, system notification email, REPORT-002 recipient-specific email, personal-DM provider deletion tracking, real opted-in Slack DM qualification and real mailbox and device receipt remain unproved. Dashboard email stays paused for the system sender and attachment transport prerequisites; mobile push needs Apple and Google accounts. Existing native in-app assignment and form notices, dashboard schedule definitions and Slack delivery history remain intact.

SEQUENCE-001targetVersioned sales sequence authoringPartial
Still to build

Reviewed single scheduled messages exist; multi-step definitions, rep authoring and sharing, deal-less enrollments, step threading, internal CC and manual step execution are missing.

SEQUENCE-004targetSequence enrollment and scheduled stepsPartial
Still to build

Reviewed single scheduled messages exist; multi-step definitions, rep authoring and sharing, deal-less enrollments, step threading, internal CC and manual step execution are missing.

SEQUENCE-005targetSequence outcome reportsPartial
Still to build

Reviewed single scheduled messages exist; multi-step definitions, rep authoring and sharing, deal-less enrollments, step threading, internal CC and manual step execution are missing.

SEQUENCE-002targetImmediate sequence exits and accountable outcomesPartial
Still to build

Unasserted in the carried evidence: external colleague reply exit; manual stop; unsubscribe/permanent-bounce stop; restart preserves exit. Asserted: reply exit; booking exit; stage exit atomic with stage change; one first exit reason; replay/reopen/late dispatch revive nothing; separate customer outcome counts.

SEQUENCE-003targetBulk enrollment and rendered batch reviewMissingStill to build: No implementation found. Reviewed single scheduled messages exist under OUT-009; sequences, batch rendering and batch approval do not.
SEQUENCE-006targetBatch dispatch and isolated review holdsMissingStill to build: No implementation found. Reviewed single scheduled messages exist under OUT-009; sequences, batch rendering and batch approval do not.
SEQUENCE-007targetWorkflow-triggered enrollment reviewMissingStill to build: No implementation found. Reviewed single scheduled messages exist under OUT-009; sequences, batch rendering and batch approval do not.
AUTO-001targetConfigurable sales workflows and visible executionPartial
Still to build

Native version drafts, retained-snapshot dry runs, preview and activation, persisted runs, internal writes, tasks, explicit operator notices and declared static webhooks are implemented. Remaining: TEAM-005 real sales-admin grants, teams and team rotation or notices; RECORD-014 leads and custom objects; captured and provider call activity trigger integration; ENRICH-001 authorized provider signals; SEQUENCE-003 approval-queue enrollment and inherited sequence exits; OUT-018 and OUT-020 workflow-email obligations; pre-journal 30-day reconstruction, large-population previews and complete execution-history pagination. The conservative interim administration boundary is the installation owner under the standing scope rule; scoped delegation and provider boundaries remain unproved. Exact candidate qualification is recorded in Verify.

AUTO-002targetWorkflow record-changing actionsPartial
Still to build

Native contact, company and deal set, copy, stamp, clear, arithmetic, stage and associated-deal writes are implemented with typed validation, per-record material approval, current-value guards, durable receipts, loop stops and conditional field or stage undo. Remaining: TEAM-005 scoped sales-admin record and field grants; RECORD-014 leads, custom objects and related targets; product, quote and forecast sidecar actions; created-record archival undo and complete owner-rule selection; pre-journal 30-day reconstruction, form-copy previews without a submission value, per-action preview counts, large previews and full-history pagination; complete per-field intervening-edit attribution and record-atomic failure qualification; named typed-user rendering in record summaries; workflow source in reports and API change webhooks; migration mappings and declared rate-limit qualification. The conservative interim activator is the installation owner under the standing scope rule. Exact candidate qualification is recorded in Verify.

AUTO-003targetWorkflow activation and historyPartial
Still to build

Implemented: versioned activation recording the activating administrator, a preview with past-30-day history and its coverage, internal writes applied without a per-record proposal, and a replaced version stopping its delayed runs. Remaining: pre-journal 30-day reconstruction and large previews; workflow as the change source in reports and API change webhooks; migration mappings that list each action. No cited test asserts all three acceptance points.

AUTO-004targetMaterial workflow changesPartial
Still to build

Implemented: amount, close date, won or lost, product, line-item, quote-value and forecast changes and fields marked for approval create one guarded approval item that is accepted, declined or closed after 7 days. Unasserted: the "needs approval" editor label and preview counts; that a workflow cannot create contactability, change consent, delete or merge. Quote and forecast targets await QUOTE-001 and FORECAST-001.

AUTO-005targetWorkflow guards and recoveryPartial
Still to build

Implemented: an authority check that marks a version needs re-activation, current-value guards, typed validation, a queued write-rate limit and restart-safe resume of failed runs. Remaining: TEAM-005 field-level grants, so no refusal names a protected field at activation; complete per-field intervening-edit attribution and record-atomic failure qualification; the loop depth limit is not asserted by a cited test.

AUTO-006targetUndo workflow effectsPartial
Still to build

Implemented: undo of one run or of one version over a time range (at most 1,000 runs), restoring a field only where it still holds the written value, reversing stage moves into movement history and listing skipped items. Remaining: archival undo of created records and complete owner-rule selection; that undo sends nothing and never reopens or deletes tasks or messages is not asserted.

CALL-001targetProvider-backed click-to-callPartial
Still to build

Implemented first slice: owner-managed encrypted Twilio configuration, replacement and disconnect; contact and linked-deal exact-number review with one attempt; signed ordered callbacks, replay refusal, outside-Orbit logs and owner review of unknown numbers; one call per Rep activities row; contact erasure replay fences and credential-free Records/CLI archives. Calling settings, held review, contact/deal call review and logs are exercised at 1440 and 390. A Twilio test-credential application receipt (sd-orbit-hk1, 26 October 2026) ran the built Worker at an HTTPS loopback origin: the owner saved the account's test credentials through the calling-settings door, and the real dial door made one Calls request, which Twilio accepted with a call receipt (attempt submitted); replaying that operation key was refused before any second request; each of Twilio's documented test refusals (invalid, unroutable, internationally unpermitted and blocked To; invalid From) made one request, returned Twilio's error code and was recorded as an uncertain attempt with no call. Test credentials place no call and send no callbacks, so callbacks, inbound and outside-Orbit logging remain proven only by the signed network-edge fixtures, which cover completed and ringing events; no-answer, busy, canceled and failed dispositions have neither a provider proof nor a fixture. Aircall, a live-account call to an authorized test number with its real callbacks and dispositions, a distinct failed state for Twilio's definite refusals (recorded as uncertain today) and the complete inherited buyer journey remain gaps.

CALL-002targetConsented recordings and cited transcriptsPartial
Still to build

CALL-002: recording and participant-consent enforcement, cited transcripts and speaker review, stale proposals, transcript-based risk evidence, current-access playback, retention, local derivatives and confirmed provider deletion, original buyer-walk steps, provider qualification and state-specific legal qualification remain unproved. Dialing authority remains CALL-001; the complete cross-product steps remain with BOUNDARY-001’s named receiving clauses.

CALL-003targetParticipant recording consent and provider deletionPartial
Still to build

CALL-002: recording and participant-consent enforcement, cited transcripts and speaker review, stale proposals, transcript-based risk evidence, current-access playback, retention, local derivatives and confirmed provider deletion, original buyer-walk steps, provider qualification and state-specific legal qualification remain unproved. Dialing authority remains CALL-001; the complete cross-product steps remain with BOUNDARY-001’s named receiving clauses.

Sales management 2 done · 3 partial · 1 missing
REPORT-001targetSales dashboards and saved reportsDone
REPORT-002targetSaved dashboard tiles and filtersPartial
Still to build

Nine-tile composition, viewer-fenced figures/drill rows, Owner/Pipeline/US date/Region filters, named/workspace sharing, personal defaults, unavailable/error/no-value/late evidence, PDF and tile CSV, versioned custody, paused restore and erasure are implemented. TEAM-005 inherits team filter/sharing/default/restricted sellers; RECORD-016 later owner kinds; NOTIFY-003 the later delivery model. Owner-chosen Dashboard ready routing and separately audited owner enablement send one generic Slack notice and authenticated link per occurrence/channel; replay, rate limits, failure/retry, held uncertainty and non-resuming safety suspension are proven. Email remains paused: the relay rejects attachments and no system notification sender exists; weekly recipient-specific email, next-send email revocation, email attempts and email retry/uncertain behavior remain gaps. PDF rejects text outside WinAnsi. Live forecasts apply the workspace calendar day and shared-field bindings; saved forecasts keep their original UTC definition and measured result. Every composed response rechecks its original dashboard, saved sources and permitted source rows after the final metadata read. Real team roles, audiences/defaults and restricted sellers remain TEAM-005; daily/weekly/monthly recipient-specific email and its revocation, failure, uncertainty and no-resend provider proof remain blocked on the system sender and attachment transport. No real provider delivery or release acceptance is claimed.

REPORT-003targetDashboard sharing and defaultsPartial
Still to build

Nine-tile composition, viewer-fenced figures/drill rows, Owner/Pipeline/US date/Region filters, named/workspace sharing, personal defaults, unavailable/error/no-value/late evidence, PDF and tile CSV, versioned custody, paused restore and erasure are implemented. TEAM-005 inherits team filter/sharing/default/restricted sellers; RECORD-016 later owner kinds; NOTIFY-003 the later delivery model. Owner-chosen Dashboard ready routing and separately audited owner enablement send one generic Slack notice and authenticated link per occurrence/channel; replay, rate limits, failure/retry, held uncertainty and non-resuming safety suspension are proven. Email remains paused: the relay rejects attachments and no system notification sender exists; weekly recipient-specific email, next-send email revocation, email attempts and email retry/uncertain behavior remain gaps. PDF rejects text outside WinAnsi. Live forecasts apply the workspace calendar day and shared-field bindings; saved forecasts keep their original UTC definition and measured result. Every composed response rechecks its original dashboard, saved sources and permitted source rows after the final metadata read. Real team roles, audiences/defaults and restricted sellers remain TEAM-005; daily/weekly/monthly recipient-specific email and its revocation, failure, uncertainty and no-resend provider proof remain blocked on the system sender and attachment transport. No real provider delivery or release acceptance is claimed.

REPORT-004targetDashboard export and scheduled deliveryPartial
Still to build

Nine-tile composition, viewer-fenced figures/drill rows, Owner/Pipeline/US date/Region filters, named/workspace sharing, personal defaults, unavailable/error/no-value/late evidence, PDF and tile CSV, versioned custody, paused restore and erasure are implemented. TEAM-005 inherits team filter/sharing/default/restricted sellers; RECORD-016 later owner kinds; NOTIFY-003 the later delivery model. Owner-chosen Dashboard ready routing and separately audited owner enablement send one generic Slack notice and authenticated link per occurrence/channel; replay, rate limits, failure/retry, held uncertainty and non-resuming safety suspension are proven. Email remains paused: the relay rejects attachments and no system notification sender exists; weekly recipient-specific email, next-send email revocation, email attempts and email retry/uncertain behavior remain gaps. PDF rejects text outside WinAnsi. Live forecasts apply the workspace calendar day and shared-field bindings; saved forecasts keep their original UTC definition and measured result. Every composed response rechecks its original dashboard, saved sources and permitted source rows after the final metadata read. Real team roles, audiences/defaults and restricted sellers remain TEAM-005; daily/weekly/monthly recipient-specific email and its revocation, failure, uncertainty and no-resend provider proof remain blocked on the system sender and attachment transport. No real provider delivery or release acceptance is claimed. the managed mail relay cannot carry PDF/CSV attachments and Orbit has no system notification sender for active operators or collaborators. Email stays paused with no outbound. Weekly recipient-specific email copies, next-send email revocation, queued/sent/failed/uncertain email attempts and email retry/uncertain behavior remain unproven.

FORECAST-001targetWeighted forecasts, quotas and revenue schedulesDone
QUOTE-001targetProducts, quotes and signaturesMissingStill to build: No implementation found. No implementation of this complete target flow was found.
Category integrations and enrichment 3 done · 8 partial · 5 missing
INTEGRATE-001targetDial and Calendly bookingsPartialStill to build: Calendly signed booking ingestion and guided callback registration exist; native Dial links and complete reschedule/completion lifecycle are missing.
INTEGRATE-002targetZoom meetings and preparationMissingStill to build: No implementation found. No implementation of this complete target flow was found.
INTEGRATE-003targetNectar and Stripe billing contextMissingStill to build: No implementation found. No implementation of this complete target flow was found.
INTEGRATE-004targetHappyToHelp, Help Scout and Zendesk account contextMissingStill to build: No implementation found. No implementation of this complete target flow was found.
INTEGRATE-005targetSlack notice routing and allowed contentDone
INTEGRATE-009targetSlack identity and single-use actionsPartial
Still to build

Unasserted in the carried evidence: foreign app refused; foreign enterprise refused; foreign user.team_id refused; lost native access refused; changed timestamp cannot reuse spent action id; failure during action consumption remains atomic; no mail editing; no mail approval; acknowledgment cannot accept proposed handoff; mapping grants no native/content/delegation authority. Asserted: unsigned signature refusal; stale signature refusal; unmapped/foreign/revoked/removed identities leave state unchanged; acknowledgment names operator; task names creator/owner; task retains Slack source attribution.; no customer send from Slack.

INTEGRATE-010targetSlack delivery failures and destination safetyDone
INTEGRATE-011targetSlack portable definitions and deletionPartial
Still to build

Unasserted in the carried evidence: restored pending deletion held for fresh confirmation; Settings/status/unresolved at 1440; Settings/status/unresolved at 390; call/meeting notice; exact allowed field/link safety. Asserted: history portable exactly; bot/signing credentials absent; routing restored paused; mapping provenance portable without authority; no restored action credentials; stored notice content redacted; provider deletion requested; nonempty deletion set has confirmed outcomes; booking notice; won-deal and handoff notices.

INTEGRATE-006targetQuickBooks Online and Xero accounting handoffMissingStill to build: No implementation found. No implementation of this complete target flow was found.
INTEGRATE-007targetMailchimp audience and suppression handoffPartial
Still to build

Remaining: the consent and member ledger is not yet reconciled by a populated DATA-003 export and restore comparison; refusals for a non-owner administering the connection and for a collaborator handing off are not asserted; Settings reads connected before Mailchimp has checked the webhook address; an unchanged member gets no provider read; Orbit shows its webhook address and the owner adds it in Mailchimp (Orbit does not register it), and only a quick tunnel to a loopback harness has received Mailchimp’s calls, not a hosted installation; Mailchimp’s optional webhook signing is not verified, so the unguessable address is the authority; merging contacts does not carry consent or member links to the survivor, which previews as unknown until consent is recorded again; one handoff makes at most 100 provider requests and reports what remains; the installation owner administers the connection until TEAM-005; Mailchimp deletions are sent after Orbit’s accepted changes and on the owner’s confirmation, not by the scheduled Worker run. The third Acceptance sentence, the complete US buyer walk, belongs to whichever BOUNDARY-001 clause ships last and is not met here: INTEGRATE-001, CALL-001 and CALL-002 are partial, and INTEGRATE-002, INTEGRATE-003, INTEGRATE-004, INTEGRATE-006, INTEGRATE-008 and QUOTE-001 are missing.

INTEGRATE-008targetBuoy post-sale handoffMissingStill to build: No implementation found. No implementation of this complete target flow was found.
ENRICH-001targetLicensed enrichment and change signalsPartialStill to build: Captured evidence proposes field changes; licensed sources, scheduled news/job signals and enrichment waterfalls are missing.
API-001targetVersioned public record APIPartial
Still to build

API-001: the remaining original versioned resource surface and complete acceptance journey, outbound subscription security, delivery and replay controls, their custody and erasure, provider security and legal qualification remain unproved. The standalone scoped deal credential journey is asserted; current inbound-source authority remains SIGNAL-009; narrow application delegation remains DELEGATE-001; later resource behavior remains with its named owning clauses. API-004 now proves live scoped close-date, owner-id and buying-context product reads across two installations; the remaining original resource obligations above stay unproved.

API-002targetNamed API credential lifecyclePartial
Still to build

API-001: the remaining original versioned resource surface and complete acceptance journey, outbound subscription security, delivery and replay controls, their custody and erasure, provider security and legal qualification remain unproved. The standalone scoped deal credential journey is asserted; current inbound-source authority remains SIGNAL-009; narrow application delegation remains DELEGATE-001; later resource behavior remains with its named owning clauses. API-004 now proves live scoped close-date, owner-id and buying-context product reads across two installations; the remaining original resource obligations above stay unproved.

API-003targetOutgoing webhooks and safe replayPartial
Still to build

API-001: the remaining original versioned resource surface and complete acceptance journey, outbound subscription security, delivery and replay controls, their custody and erasure, provider security and legal qualification remain unproved. The standalone scoped deal credential journey is asserted; current inbound-source authority remains SIGNAL-009; narrow application delegation remains DELEGATE-001; later resource behavior remains with its named owning clauses.

API-004targetA scoped integration reads a deal's close date, owner and product fieldsDone
Mobile, portability and operation 1 done · 2 partial · 0 missing
MOBILE-001targetSales on mobile and desktopPartialStill to build: Responsive native web journeys exist; native mobile apps, offline conflict handling, push reminders and phone composing under OUT-017/OUT-019 are missing.
DATA-003targetFull-target portability, privacy and auditDone
OPS-001targetOwned operation and explicit provider failuresPartial
Still to build

Implemented first slice: installation-owner per-domain requirements on the linked OIDC provider; atomic active full-operator and matching verified-email admission; policy, operator and linked-provider fences on subsequent requests; an uninvited or unverified identity is refused. The existing /auth/oidc/auth/callback remains unchanged. Required domains fence non-owner email sessions while owner email recovery and unrestricted-domain magic links remain available. Policy and refused sign-in screens are exercised at 1440 and 390. Direct Google Workspace/Microsoft Entra account proof and the remaining operational, connector and mobile surface remain gaps.

Honest boundaries 0 done · 1 partial · 0 missing
BOUNDARY-001targetSeparate products and US-first deliveryPartial
Still to build

Unasserted in the carried evidence: no products/commitments/amounts in Slack won/handoff notices; product states and owned jobs; 1440 browser proof; 390 browser proof; full CRM scope retained. Asserted: Slack disconnected state; signed Calendly intake links deal; manual call log on deal; exact review and send; USD amount unchanged; booking/manual/setup sends no mail; connected/awaiting Calendly and Cal.com state; unavailable products enumerated; Slack actual state; no substituted connector.

Agent surface (Base-delivered) 0 done · 13 partial · 0 missing
BASE-AGENT-001targetOne MCP door per seedPartial
Still to build

The door ships and the cited tests assert initialize on both the 2026-07-28 and 2025-11-25 revisions. Not asserted in the cited seed tests: server / discover, unsupported-version refusal, tools / list order and cache fields, foreign Origin 403, HeaderMismatch and the 413 oversize refusal. The full acceptance is proven only by the Base conformance runner in the source verification gate, which this audit did not re-run.

BASE-AGENT-002targetThe seed's jobs are tools, through the UI's own actionsPartial
Still to build

The door ships and the cited tests assert tools that call the native record, draft and handoff actions and refuse with stable codes such as revision_conflict and policy_blocked. Not asserted in the cited seed tests: core clause coverage by tools or non-tool reasons for the planned jobs (messages, sequences, quotes, files, integrations), outputSchema validation of every fixture result and embedded agents appearing as calls to the same tools. The full acceptance is proven only by the Base conformance runner in the source verification gate, which this audit did not re-run.

BASE-AGENT-003targetRecords are resourcesPartial
Still to build

The door ships and the cited tests assert ten resource templates, the untrusted marker on report data and one refusal for an unregistered resource. Not asserted in the cited seed tests: two-role read parity with the UI, identical out-of-scope and missing responses, resource_link read-back and byte-budget refusal. The full acceptance is proven only by the Base conformance runner in the source verification gate, which this audit did not re-run.

BASE-AGENT-004targetBusiness identity and short-lived, audience-bound tokensPartial
Still to build

The door ships and the cited tests assert RFC 9728 protected-resource metadata, Business-bound owner tokens, 401 for a wrong audience or unmapped subject, and refusal of an outstanding token after the sponsor changes email. Not asserted in the cited seed tests: token lifetime and consent-revocation limits. The full acceptance is proven only by the Base conformance runner in the source verification gate, which this audit did not re-run.

BASE-AGENT-005targetAn agent acts as a person in a role, never morePartial
Still to build

The door ships and the cited tests assert 403 when a scope is missing, action as the mapped person and refusal after native teammate removal. Not asserted in the cited seed tests: role narrowing per record and grant self-escalation probes. The full acceptance is proven only by the Base conformance runner in the source verification gate, which this audit did not re-run.

BASE-AGENT-006targetEvery action declares its risk classPartial
Still to build

The door ships and the cited tests assert standard and sensitive classes computed for orbit tools and sensitive calls blocked by company policy. Not asserted in the cited seed tests: the external, money, commitment, destructive, access, security, live and gated classes, which no declared tool computes (SURFACE-003 to SURFACE-008). The full acceptance is proven only by the Base conformance runner in the source verification gate, which this audit did not re-run.

BASE-AGENT-007targetThe company's policy decides, at one chokepointPartial
Still to build

The door ships and the cited tests assert policy_unset before a company policy is adopted, then autonomous, paused and blocked decisions at the one door. Not asserted in the cited seed tests: held-class approvals executed through the door for a sales action. The full acceptance is proven only by the Base conformance runner in the source verification gate, which this audit did not re-run.

BASE-AGENT-008targetTruthful attributionPartial
Still to build

The door ships and the cited tests assert a native timeline entry naming the agent for its sponsor (for example "Ari for Morgan Lee"). Not asserted in the cited seed tests: attribution for provider steps and the person-only approval path. The full acceptance is proven only by the Base conformance runner in the source verification gate, which this audit did not re-run.

BASE-AGENT-009targetEvery agent action is audited with its class and decisionPartial
Still to build

The door ships and the cited tests assert audit rows with tool, outcome, idempotency key and the actual resource, and an audit page with no difference from policy. Not asserted in the cited seed tests: class and decision columns across every class. The full acceptance is proven only by the Base conformance runner in the source verification gate, which this audit did not re-run.

BASE-AGENT-010targetAgents can follow changesPartial
Still to build

The door ships and the cited tests assert orbit.events.list returning attributed native activity. Not asserted in the cited seed tests: change-following subscriptions and signed outbound event delivery. The full acceptance is proven only by the Base conformance runner in the source verification gate, which this audit did not re-run.

BASE-AGENT-011targetLimits are policy, and Pause stops everythingPartial
Still to build

The door ships and the cited tests assert Pause stopping replays and a blocked class refusing without effect. Not asserted in the cited seed tests: capacity limits and provider-spend caps. The full acceptance is proven only by the Base conformance runner in the source verification gate, which this audit did not re-run.

BASE-AGENT-012targetWrites are idempotent and conflict-safePartial
Still to build

The door ships and the cited tests assert one retained outcome for a replayed idempotency key, revision_conflict for a stale revision, and paused or blocked replays leaving the record unchanged. Not asserted in the cited seed tests: the same key reused with different arguments and concurrent writes. The full acceptance is proven only by the Base conformance runner in the source verification gate, which this audit did not re-run.

BASE-AGENT-013targetManifest, docs and the conformance journeyPartial
Still to build

The door ships and the cited tests assert a manifest generated from the registry () and a seeded seller-day journey run by the Base harness. Not asserted in the cited seed tests: the generated /docs/agents page content for the planned jobs and the held-policy leg of the journey. The full acceptance is proven only by the Base conformance runner in the source verification gate, which this audit did not re-run.

Agent surface 0 done · 5 partial · 8 missing
SURFACE-001targetRegistry and complete sales jobsPartial
Still to build

Implemented: a registry of 23 tools, 10 resources and two non-tool reasons, and a seller-day journey on Orbit's own fixtures. Remaining: tools for customer messages, sequences, quotes, files and integrations, and Core ids and non-tool reasons covering every row of this table; the Base conformance result for the complete registry is not asserted by a cited test.

SURFACE-002targetInternal sales workPartial
Still to build

Implemented: record, draft, handoff, forecast and report-definition writes compute standard under company policy. Remaining: no task, deal-move or Undo tool is declared, and read item counts are not asserted.

SURFACE-003targetCustomer and provider exposureMissingStill to build: No complete MCP registry, class computation and company-policy conformance journey proves this Orbit delta.
SURFACE-004targetMoney and commitmentsMissingStill to build: No complete MCP registry, class computation and company-policy conformance journey proves this Orbit delta.
SURFACE-005targetProvider person-only stepsMissingStill to build: No complete MCP registry, class computation and company-policy conformance journey proves this Orbit delta.
SURFACE-006targetAccess and protective settingsMissingStill to build: No complete MCP registry, class computation and company-policy conformance journey proves this Orbit delta.
SURFACE-007targetIrreversible and sensitive dataMissingStill to build: No complete MCP registry, class computation and company-policy conformance journey proves this Orbit delta.
SURFACE-008targetRunning automationMissingStill to build: No complete MCP registry, class computation and company-policy conformance journey proves this Orbit delta.
SURFACE-009targetSaved sales actions under company policyMissingStill to build: No complete MCP registry, class computation and company-policy conformance journey proves this Orbit delta.
SURFACE-010targetSales events and handoffsPartial
Still to build

Implemented: orbit.events.list returns attributed native activity, and records, signals, drafts, reports and operations read as resources. Remaining: the declared contact, company, deal, message, sequence, workflow, quote and file resources, and booking, reply, stage, quote and Buoy handoff events by one identity across channels.

SURFACE-011targetSales overview and provider spendPartial
Still to build

Implemented: the /agents audit reads every call of the seller-day journey with its policy decision and reports no difference from policy. Remaining: reconciliation by class and decision for customer messages, binding quotes and financial work, reserved and actual provider cost with explicit caps, and the seeded fixture week.

SURFACE-012targetEmbedded sales agentsMissingStill to build: No complete MCP registry, class computation and company-policy conformance journey proves this Orbit delta.
SURFACE-013targetStranger specialist’s seeded weekPartial
Still to build

Implemented: a seller-day journey that reads fixtures, updates a record, replays a write and refuses a stale handoff, then reads the audited write. Remaining: link arrivals, explain a stalled deal, follow a promise, send permitted follow-up and hand a won deal to Buoy; the held-policy leg and the cross-run comparison.

Push further 0 done · 5 partial · 0 missing
AGENT-001push furtherKeep the customer graph current with evidencePartialStill to build: Reviewed provenance-bound capture updates exist; call/enrichment graph maintenance and stakeholder inference are not complete.
AGENT-002push furtherExplain stalled deals and contradictory commitmentsPartial
Still to build

Unasserted in the carried evidence: risk display at 1440; risk display at 390. Asserted: opens without reply cited as inferred; missing recorded stakeholder exact quote; overdue promise citation; overdue task citation; stage stall citation; exact contradictory date/call citations; observation distinct from inference; bad AI quote leaves no findings; dismissal reason persists; changed required role persists; reviewed task content read back; held-policy findings change no sales state or mail.

AGENT-003push furtherFollow the next action through to a customer outcomePartialStill to build: Brief promises, handoffs and reviewed scheduled outreach exist; durable cross-step quote-to-close outcome supervision is missing.
AGENT-004push furtherControlled research and workflow evidencePartial
Still to build

AGENT-004: configurable selected-account research, licensed adapter qualification, allowlisted MCP tools, exact egress preview, enforceable USD budgets, cited schema-valid workflow proposals, hostile-content and revocation journeys, custody, provider retention and legal qualification remain unproved. Purchased enrichment remains ENRICH-001, workflow execution AUTO-001 and AUTO-002, narrow delegation DELEGATE-001 and expanded roles TEAM-005.

AGENT-005push furtherLicensed research adapters and bounded spendPartial
Still to build

AGENT-004: configurable selected-account research, licensed adapter qualification, allowlisted MCP tools, exact egress preview, enforceable USD budgets, cited schema-valid workflow proposals, hostile-content and revocation journeys, custody, provider retention and legal qualification remain unproved. Purchased enrichment remains ENRICH-001, workflow execution AUTO-001 and AUTO-002, narrow delegation DELEGATE-001 and expanded roles TEAM-005.

How statuses are judged

Done
It ships in the default install, and a cited test or journey exercises it.
Partial
Some of it ships, it ships only behind an opt-in, or there is code with no requirement-level test.
Missing
There is no implementation.

Read CONTRACT.md on GitHub