Automation create_project (1.4.0) — Production Readiness Audit

Field	Value
Date	2026-09-29
Re-verified	2026-09-29 — Pest automation suite subset 11/11; remediations B1/M1 closed
Status	Go for production (merge/deploy remaining)
Scope	Automation action create_project (requires Projects); template opportunity_stage_create_project; catalog automation 1.3.0 → 1.4.0
Companion	Depth rollup · Automation developer guide · Projects deployment · CHANGELOG

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Executive summary

Workflows can create a Planned project from a trigger: title/description interpolation, trigger_assignee, optional start/end day offsets, soft opportunity_id / company_id / contact_id from the triggering record, and a note on opportunity/company/contact/lead. Builder config shipped in the SPA. Missing opportunity rows no longer invent an opportunity_id FK.

Go / No-Go: Go. Cutover: migrate-only catalog bump to 1.4.0.

Gate	Result
Platform freeze	Pass
Action registry + ActionRunner handler	Pass
Soft links + note on trigger	Pass (M1 closed)
Pest related-context + unit registry/templates	Pass (B1 companion expectations closed)
SPA Create Project action config	Pass
Catalog migrate-only 1.4.0 + CatalogSeeder	Pass

Upgrade & staging smoke

1. php artisan migrate --force — catalog automation → 1.4.0 (do not db:seed).
2. Entitle Automation + Projects; create a workflow with Create Project on opportunity.stage_changed (or apply template opportunity_stage_create_project); Manual Run or stage change; confirm project + opportunity note.