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pitchfast/backlog/tasks/task-13 - Build-the-audit-and-outreach-review-workspace.md
2026-06-05 16:47:22 +02:00

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---
id: TASK-13
title: Build the audit and outreach review workspace
status: In Progress
assignee: []
created_date: '2026-06-03 19:14'
updated_date: '2026-06-05 14:21'
labels:
- mvp
- review
- workflow
dependencies:
- TASK-11
- TASK-12
references:
- PRD.md
priority: high
ordinal: 13000
---
## Description
<!-- SECTION:DESCRIPTION:BEGIN -->
Create the internal review workspace where Matthias can inspect and edit the final audit summary, public audit link, email subject, email body, contact strategy, phone script, follow-up draft, sources, and used skills before any publication or sending happens.
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## Acceptance Criteria
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- [x] #1 Review workspace shows lead details, contact sources, priority reason, contact strategy, audit summary, used skills, and raw/source detail toggles
- [x] #2 Audit content can be edited and manually approved before the public page shows customer-facing content
- [x] #3 Email subject and body are editable and generated as exactly one recommended version by default
- [x] #4 Phone script is available for Erst anrufen and Kontakt fehlt leads when a phone number exists
- [x] #5 Freigabe offen state clearly separates Audit veröffentlichen from E-Mail freigeben und senden
<!-- AC:END -->
## Implementation Plan
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1. Orchestrator updates TASK-13 plan and coordinates only; no direct feature coding.
2. Worker A (gpt-5.5 medium) uses TDD to add Convex outreach review contracts: listReviewWorkspace, saveReviewDraft, approveEmailDraft.
3. Worker B (gpt-5.5 medium) uses TDD to replace /dashboard/outreach placeholder with the review workspace UI using the new contracts.
4. Worker C (gpt-5.5 medium) uses TDD to separate Audit veröffentlichen from E-Mail freigeben and keep sending out of TASK-13.
5. Worker D (gpt-5.5 medium) uses TDD to cover phone-script visibility and funnel/review state regressions.
6. Spec and code-quality reviewer agents review each worker output before the next dependent slice proceeds.
7. Orchestrator runs final verification: pnpm test, pnpm exec tsc --noEmit, pnpm lint, pnpm build; then updates Backlog notes and checked ACs without marking Done.
<!-- SECTION:PLAN:END -->
## Implementation Notes
<!-- SECTION:NOTES:BEGIN -->
Starting TASK-13 with the missing PageSpeed-to-audit-generation handoff so generated audit content exists for the review workspace.
Implemented first TASK-13 prerequisite: PageSpeed completion now queues audit_generation for the same lead via internal.auditGeneration.queueLeadAuditGeneration. Queue failures are logged as warnings and do not fail the PageSpeed run. Verified with pnpm test (245/245), pnpm exec tsc --noEmit, pnpm lint (0 errors, existing generated warnings), and pnpm build using .env.local.
2026-06-05: Expanded TASK-13 into subagent-driven, test-driven execution plan on branch codex-task-13-review-workspace. Orchestrator will not hand-code feature patches; workers use gpt-5.5 medium and RED/GREEN tests.
2026-06-05: Completed TASK-13 implementation subagent-driven and test-driven on branch codex-task-13-review-workspace. Worker A added authenticated Convex review workspace contracts, save/approve draft mutations, protected existing outreach create/list, audit ownership checks, sent-record protection, approval reset on regenerated copy, and combined review eligibility indexes. Worker B replaced /dashboard/outreach placeholder with the review workspace UI, editable audit/outreach drafts, raw/source toggles, used skills, phone-script gating, and save-before-approve/publish safeguards. Worker C fixed funnel regression so approved-but-unsent outreach remains in Freigabe offen. Reviews: backend spec approved, backend quality approved after fixes, UI spec approved, UI quality approved after fixes, funnel spec/quality approved, final TASK-13 spec approved. Verification passed: pnpm test (263/263), pnpm exec tsc --noEmit, pnpm lint (0 errors; existing BetterAuth generated warnings only), pnpm build with network escalation for Google Fonts.
<!-- SECTION:NOTES:END -->