Depth ship (Automation create_project · AI Company triage) — Production Readiness Audit

Field	Value
Date	2026-09-29
Re-verified	2026-09-29 — Backend Pest automation 11/11 + Company AI 6/6; remediations pushed
Status	Go for production — engineering ship-ready; Ops deploy remaining
Scope	Two catalog MINOR bumps in one ship
Code	feature/automation-create-project-ai-company-triage — Backend #219 · Frontend #217 · Docs #299
Companions	Automation create_project 1.4.0 · AI Company triage 1.19.0 · CHANGELOG

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Executive summary

Module	Catalog	Verdict
Automation create_project + template opportunity_stage_create_project	1.3.0 → 1.4.0	Go
AI Company triage (get_company / assign_company / add_company_note)	1.18.0 → 1.19.0	Go

Engineering gates (code, migrate-only catalog, Pest, SPA builder + Playwright e2e coverage, Docs) Pass after remediations below.

Go / No-Go: Go after PR CI green + merge. Ops then migrate-only deploy and staging smoke.

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Findings closed (2026-09-29)

ID	Severity	Finding	Resolution
B1	Blocker	CatalogSeeder companion Pest expected automation 1.3.0 while seeder was 1.4.0 (CI fail)	Aligned companion expectations; pushed 09ee2616
M1	Medium	Missing opportunity row still set opportunity_id to payload id (invalid FK risk)	Soft-link returns null when opportunity missing; same commit
B2	Blocker	Frontend create_project UI + Company e2e uncommitted / detached HEAD	Branch + commit + push Frontend
B3	Blocker	Docs ship notes / readiness uncommitted	This rollup + companion pages committed on Docs feature branch

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Gate matrix (re-verified 2026-09-29)

Gate	Automation 1.4.0	AI Company 1.19.0
Platform freeze	Pass (additive action + tools)	Pass
Migrate-only catalog + CatalogSeeder	Pass (1.4.0)	Pass (1.19.0)
Action / tool registry + confirm arms	Pass	Pass
Soft links + note on trigger	Pass	n/a
Pest	Pass — unit + related-context + workflow catalog (11 automation files subset)	Pass — authz + propose/confirm (6)
SPA builder Create Project config	Pass	n/a
Playwright AI suite Company flow	n/a	Pass (e2e coverage landed; run npm run test:e2e:ai pre-merge)
Docs / changelog / sidebar	Pass	Pass
Feature branch + remote	Done	Done
Merged to origin/main	Todo (await CI)	Todo (await CI)

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Remaining (operator)

#	Action	Owner	Status
1	CI green on Backend #219 / Frontend #217 / Docs #299; merge	Eng	Todo
2	Deploy Backend; php artisan migrate --force (central) — no db:seed	Ops	Todo
3	Restart automation / default queues	Ops	Todo
4	Deploy Frontend SPA (same window as Backend)	Ops	Todo
5	Staging smoke — Create Project workflow; Ask EloSync Company note + unassign	Ops / QA	Todo

Migrations to apply (step 2)

1. 2026_09_29_021000_bump_automation_module_version_to_1_4_0
2. 2026_09_29_021100_bump_ai_module_version_to_1_19_0

Staging smoke detail (step 5)

Area	Steps
Automation create_project	Entitle Automation + Projects; apply template opportunity_stage_create_project (or manual Create Project on opportunity.stage_changed); run; confirm Planned project soft-linked + opportunity note
AI Company triage	Propose/confirm note + unassign on a company (pending actions UI)

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Rollback

Module	Rollback
Automation	Catalog down → 1.3.0 after code rollback (no schema beyond catalog)
AI	Catalog down → 1.18.0 after code rollback (no schema beyond catalog)

Existing workflows using other actions and prior AI triage tools remain unchanged when rolling back only these bumps.

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Test evidence (reference)

# Backend (Herd PHP 8.5+)
herd php artisan test --compact \
  tests/Unit/Automation/AutomationEngineSupportTest.php \
  tests/Feature/Tenant/Automation/AutomationRelatedContextTest.php \
  tests/Feature/Tenant/Automation/AutomationWorkflowTest.php

herd php artisan test --compact \
  tests/Feature/Tenant/Ai/AiAuthorizationTest.php \
  tests/Feature/Tenant/Ai/AiWriteConfirmationTest.php \
  --filter=company

# Frontend
npm run test:e2e:ai