sales-trainer/docs/engineering-log.md

# Engineering Log — Sales Trainer

Program status table + dated entries. Append-only entries under `docs/engineering-log/`.

## What this is

A corporate, multi-user **sales-training simulator**. Admins upload/describe a product → app
analyzes it + generates 15 realistic customer personas (5 per intent tier A/B/C) with varied,
partially product-aligned pains, negotiation levers, initiation modes (customer/seller),
channels (Facebook/LINE), and latent-vs-revealable data. Trainees chat 1:1 (one-shot) to close
a sale; customers resist/negotiate/refuse; a separate judge-LLM scores + coaches the result.

Informed by MiroFish (CrowdSight engine) + the hermes-brain-and-tools CrowdSight plugin.

## Status table

| Milestone | Status | Last verified | Evidence | Next action |
|-----------|--------|---------------|----------|-------------|
| M0 Scaffold + auth/roles | complete | 2026-08-07 | `test_m0.py` | — |
| M1 Input & analyze (+pain-fit) | complete | 2026-08-07 | `test_e2e.py` | — |
| M2 Persona groups + generation (15, wrong_text) | complete | 2026-08-07 | `test_e2e.py` | — |
| M3 Report | complete | 2026-08-07 | `test_e2e.py` | — |
| M4 Chat simulator (init modes, one-shot, judge, debrief) | complete | 2026-08-07 | `test_e2e.py` | — |
| M5 Trainee loop (board, weak-areas, gen-persona) | complete | 2026-08-07 | `test_e2e.py` | — |
| M6 Frontend (Vue SPA) + static serving fix | complete | 2026-08-07 | build + live HTTP 200 | — |
| M7 Docker/deploy/docs | complete | 2026-08-07 | Dockerfile/compose/README | live-key E2E |
| Idea-to-implementation audit | deployment blocked | 2026-08-13 | `docs/engineering-log/2026-08-13-idea-implementation-audit.md` | complete Sprint 1 live-operation checklist |
| Sprint 1 security hotfix | local verification + exact-tree reviewer passed; live-operation gate pending | 2026-08-14 | `docs/test-evidence/2026-08-13-sprint-1-security.md`, `docs/engineering-log/2026-08-14-sprint-1-current-tree.md` | operator-approved restricted deploy/rotation/smoke; then reassess Sprint 2 start |
| Sprint 2–4 final code gate | S4.2/S4.3 code-schema review passed; legacy-security remediation and exact-current scoped review passed; live-operation gate pending | 2026-08-15 | `docs/engineering-log/2026-08-15-final-security-gate.md` | operator-approved restricted deploy + authenticated smoke only; production readiness remains pending |
| S4.2 relational schema foundation | code/schema/dependency review passed after offline-dialect remediation; temporary-local PostgreSQL runtime/parity/schema rollback probe passed; target runtime cutover blocked | 2026-08-15 | `docs/engineering-log/2026-08-15-s4-2-schema-foundation.md`, `docs/engineering-log/2026-08-15-postgresql-runtime-gate.md`, `docs/test-evidence/2026-08-15-postgresql-runtime.md`, `backend/requirements.lock.txt` | run importer target parity/rollback and keep runtime cutover behind the production gate |
| S4.3 org/users + groups/personas + sessions/messages repositories | exact-current independent review passed; runtime cutover intentionally not wired | 2026-08-15 | `docs/engineering-log/2026-08-15-s4-3-org-users-repositories.md`, `docs/engineering-log/2026-08-15-s4-3-offline-dialect-remediation.md` | address non-blocking hardening suggestions opportunistically; then importer/parity gate |
| S4.4 JSON importer | local SQLite and temporary-local PostgreSQL dry-run/apply/idempotency/conflict-rollback gates passed; importer + error-handler hardening committed; target apply blocked | 2026-08-16 | `docs/engineering-log/2026-08-15-s4-4-json-import.md`, `docs/engineering-log/2026-08-15-postgresql-import-gate.md`, `docs/engineering-log/2026-08-16-s4-4-importer-errorhandler-commit.md`, `docs/test-evidence/2026-08-15-postgresql-import.md` | target snapshot checksum/count comparison, retained backup, and operator-approved rollback rehearsal |
| UX/UI redesign + marketing website | implemented + locally verified (build clean, 4/4 unit tests, independent review PASS, responsive verified); uncommitted; deploy pending operator approval | 2026-08-19 | `docs/engineering-log/2026-08-19-ux-redesign-and-marketing-site.md`, `website/`, `git diff` | operator approves push (auto-deploys); confirm production `JWT_SECRET` before deploy |

## Guardrails
- No self-registration; admin provisions users. (Verified: register => 404.)
- One persona = one chat per user (one-shot). Enforced in SessionStore + chat start.
- Latent persona fields never leak to trainees pre-result.
- LLM credentials live in `.env` only; never logged.

## Entry index
- `2026-08-07-build-out.md` — M0–M7 build-out, decisions, verification, current state.
- `2026-08-07-security-ux.md` — security hardening (path traversal, IDOR, XSS) + UX/UI polish.
- `2026-08-07-auth-gitea.md` — username login + first-time admin setup + Gitea push.
- `2026-08-07-docker-final.md` — historical prebuilt-`frontend/dist` fix; superseded on 2026-08-15 by the source-built Docker/CI contract in the current Dockerfile.
- `2026-08-07-login-after-setup.md` — can't-login-after-setup = deployment data non-persistence, not login logic (verified).
- `2026-08-07-login-email-fix.md` — REAL fix: verify() resolves username OR email; "wrong password" after logout→login was email-login not resolving a user.
- `2026-08-07-ui-tablayout.md` — 3-tab UI per spec: admin dashboard + date filter, personal dashboard, training w/ difficulty, settings profile.
- `2026-08-09-idea-flow-qa-deploy.md` — idea-flow UX cleanups, 2-scenario model + recontact-as-trait, live QA on EasyPanel + auto-deploy, per-turn LLM judge for win/loss, persona variant, 15-persona auto-gen (this session).
- `2026-08-13-idea-implementation-audit.md` — source-to-runtime audit; core flow verified, but independent probes reproduced arbitrary account takeover, two tenant bypasses, and additional product/runtime gaps.
- `2026-08-13-sprint-1-security-hotfix.md` — S1.1–S1.6 implementation, verification, and deployment warning.
- `2026-08-14-sprint-1-current-tree.md` — latest response-boundary and organization-update race fixes, exact verification evidence, and pending reviewer/live gates.
- `2026-08-14-final-review.md` — final exact-tree reviewer approval, regression evidence, and explicit operational limits.
- `2026-08-15-auth-version-review-reconciliation.md` — stale async auth-version finding, current lock-path verification, and pending fresh exact-tree review.
- `2026-08-15-s4-2-schema-foundation.md` — test-first SQLAlchemy/Alembic schema foundation, tenant constraints, dependency lock, and generated-dist cleanup.
- `2026-08-15-s4-3-org-users-repositories.md` — org/user repository contracts and SQLAlchemy adapters, with no runtime cutover.
- `2026-08-15-s4-3-offline-dialect-remediation.md` — exact-current reviewer finding, test-first offline Alembic guard remediation, and fresh-review status.
- `2026-08-15-legacy-security-review.md` — timed-out independent reviews and fail-closed gate handling.
- `2026-08-15-legacy-security-review-retries.md` — repeated bounded retry timeouts and final pending reviewer.
- `2026-08-15-legacy-security-remediation-verification.md` — historical 247-test verification, timeout handling, and prior scoped-review gate.
- `2026-08-15-legacy-rate-limit-migration.md` — current legacy rate-limit migration remediation, 280/4 local evidence, and fresh pending review gates.
- `2026-08-15-final-security-gate.md` — 319/166/4 local verification, dependency/tooling blocker, and three clean exact-current scoped reviewer verdicts; production-operation gate remains pending.
- `2026-08-15-postgresql-runtime-gate.md` — temporary-local PostgreSQL upgrade, tenant/uniqueness probe, ORM/migration parity, offline DDL, and schema downgrade evidence; target cutover remains pending.
- `2026-08-15-postgresql-import-gate.md` — temporary-local PostgreSQL importer dry-run, apply, idempotency, conflict rejection, transaction rollback, and cleanup evidence; target apply remains pending.
- `docs/test-evidence/2026-08-15-legacy-security-remediation.md` — test-first remediation, local verification, and independent-review boundary.
- `docs/test-evidence/2026-08-15-postgresql-runtime.md` — automated PostgreSQL gate evidence separated from Docker, Redis, importer, and production blockers.
- `docs/test-evidence/2026-08-15-postgresql-import.md` — temporary-local PostgreSQL importer evidence and target-operation boundary.
- `2026-08-15-s4-4-json-import.md` — fail-closed dry-run/apply importer, idempotency, backup, and parity blockers.
- `2026-08-16-s4-4-importer-errorhandler-commit.md` — re-verified from clean lock env (330 tests) and committed the staged S4.4 importer + error-handler hardening increment.
- `2026-08-18-live-qa-ux-fixes.md` — live-QA UX fixes: persona JSON never leaks into bubble, natural greeting openers (wrong_text cools off only after first reply), auto-close + auto-summarize on buy/walk/try, no manual "สรุปผล" button (336 tests).
- `2026-08-19-ux-redesign-and-marketing-site.md` — parallel subagents: app UX/UI redesign (global token system, 8 files, 100% presentational) + new `website/` marketing landing site (responsive TH/EN); build clean, 4/4 unit tests, independent review PASS; uncommitted, deploy pending operator approval.