AI product guidance (ai 1.20.0) — Production Readiness Audit

Field	Value
Date	2026-10-03
Re-verified	2026-10-03 — Pest product-help + scope-guard + catalog always-on + version bump; Frontend Vitest citation paths; Docs linked
Status	Go for production
Scope	Ask EloSync product how-tos via always-on search_product_help + curated Settings → Action recipes; catalog ai 1.19.0 → 1.20.0
Companion	AI deployment · AI tools · User guide · CHANGELOG · Roadmap

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Executive summary

Ask EloSync answers “how do I…?” / “where do I…?” with grounded navigation paths (for example Settings → General → Timezone → Save or Leads → New → Create). Recipes live in app/AI/ProductHelp/, are filtered by entitled modules, and soft-flag missing permissions. No Docs RAG in this slice. Off-topic patterns are evaluated before workspace indicators so “how to use Canva” still refuses.

Go / No-Go: Go. Cutover: migrate-only catalog bump to 1.20.0.

Gate	Result
Platform freeze	Pass — no AppLayout / auth / settings-store redesign
Always-on tool + registry	Pass — search_product_help in AIToolRegistry + config/ai-tools.php + AiToolCatalog fallback
System prompt / scope guard	Pass — product how-tos allowed; external creative/tool how-tos refused
Entitlement + permission soft-flags	Pass — Pest module filter + user_can_perform
Frontend starters + citations	Pass — timezone / create-lead starters; /settings /roles /marketplace hrefs
Docs same-PR	Pass — user guide, tools, architecture, API, deployment, changelog, roadmap, sidebar
Catalog migrate-only 1.20.0 + CatalogSeeder	Pass
Pest	Pass — AiProductHelpTest, AiWorkspaceScopeGuardTest, AiModuleVersion1200BumpTest, catalog always-on

Audit findings (remediated)

Finding	Severity	Remediation
AiToolCatalog::alwaysOnNames() fallback omitted search_product_help	Medium	Fallback list aligned with config
Product roadmap still listed AI at Company triage 1.19.0 only	Low	Roadmap updated for product guidance 1.20.0
Thin readiness checklist	Low	Expanded gates + smoke steps (this page)
Frontend/Docs WIP risk when switching branches	Process	Feature branch committed before other WIP

Upgrade & staging smoke

1. php artisan migrate --force — catalog ai → 1.20.0 (do not db:seed).
2. Ask EloSync: “How do I change timezone?” → expect Settings → General → Timezone → Save (+ /settings citation).
3. Ask EloSync: “How do I create a lead?” (Leads installed) → expect Leads → New → ….
4. Starter chips: Set timezone visible with AI + ai.use; Create a lead when Leads + leads.create.
5. Off-topic: “make a logo” / “how to use Canva” still refused.
6. Unentitled module how-to (e.g. expenses without module) does not invent that module’s create path as a hit.