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Territory map 2026-11-10: Central US and MCE to Bryant Cloud - #271

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jj-mobilemark wants to merge 85 commits into

trycompai:mainfrom

jj-mobilemark:cursor/territory-map-2026-11-10

Closed

Territory map 2026-11-10: Central US and MCE to Bryant Cloud#271
jj-mobilemark wants to merge 85 commits into
trycompai:mainfrom
jj-mobilemark:cursor/territory-map-2026-11-10

Commits on Aug 2, 2026
- WIP: Microsoft 365 expansion (Phases 0-2) + auth fallback + CompanyPicker
  
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- Merge branch 'main' into m365-expansion
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- docs: record upstream sync to comp design system (288d41a) in HANDOFF
  
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- Microsoft 365 expansion: Phases 3-5 (backfill, Screening Room, Follow-ups)
  
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- docs: record the fork to jj-mobilemark/crm and new main-based workflow
  
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- Add Follow-ups priority prefs and document Phase 5 smoke gaps.
  
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- Sage CRM sync: Phase 7 foundation (schema, SOAP client, mappings)
  
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Commits on Aug 3, 2026
- Sage CRM sync: test-slice pull, person-email fix, and Sage-ID UI.
  
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- Sage CRM sync: import opportunities as Deals with forecasting fields.
  
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- Sage CRM sync: full pull backfill, owner mapping, and forecast fixes
  
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- Add email sequences, task priority, and Sage push write-back.
  
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- Add Dockerfiles for Railway Bun deploys.
  
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- Provide build-time DATABASE_URL for Prisma generate in Docker.
  
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- Fix Railway API start with an explicit entrypoint script.
  
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- Start Railway API from the Bun dist bundle.
  
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- Add pipeline pulse feed and overview pipeline agent.
  
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- Pass API_URL into the app Docker build for production.
  
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- Add a /map page for city-level company pins.
  
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- Polish /map: viewport list, fly-to selection, in-place company sheet.
  
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- Note map UX polish is on origin/main after push.
  
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- Show unweighted due-this-month on the overview KPI strip.
  
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- Brand the app as Mobile Mark CRM with official mark and wordmark.
  
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- Fix prod tRPC proxy hairpin through Cloudflare.
  
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- Note the Cloudflare tRPC proxy fix in HANDOFF.
  
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- Fix map filters flashing empty while refetching.
  
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- Filter the companies map by Sage 100, not CRM id.
  
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- Lock the welcome page to existing-account sign-in only.
  
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- Deploy the research agent on Railway with a Node 24 start path.
  
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Commits on Aug 4, 2026
- Keep local Sage stage in sync after deal stage changes.
  
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- Give the pipeline agent month and stage report tools.
  
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- Scope Screening to the logged-in user's mailbox.
  
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- Add primary contact and email copy to company and contact lists.
  
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- Ask before creating a company that looks like one we already have.
  
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- Put pulse KPIs in the overview strip and tie counts to the date range.
  
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- Record Sage module probe results and give the pipeline agent more room.
  
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- Count overview Won and Lost from closed deals, not the change log.
  
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- Add Hide empty filter to the companies list.
  
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- Stop Screening from inventing domain-orphan companies.
  
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- Stop treating Sage credit notes as company websites.
  
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- Speed up the Sage website repair script for remote Postgres.
  
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- Note prod Sage website repair in the handoff log.
  
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- Add a one-shot script to invite CRM users when signup is disabled.
  
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- Note Robert Johnson prod invite in the handoff log.
  
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- Ship sales-rep sheet, deal stages, street addresses, and nav badges.
  
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- Note prod street address backfill and Railway deploy in the handoff.
  
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- Compact map sidebar filters into a 2x2 select grid.
  
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- Fill company state/country from Sage snapshots and drop junk emails.
  
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- Note prod state/country backfill and junk email clear in the handoff.
  
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- Show Sage 100 ID and contact count in company pickers.
  
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- Show only the Sage customer number in company picker meta.
  
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- Limit forecast-by-close-month to last, this, and next 12 months.
  
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- Add deal amount to the Recent deal moves pulse feed.
  
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- Add Everyone certainty-by-rep grid and lock certainty to stage.
  
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- Allow @mobilemark.com Microsoft SSO to create accounts on first sign-in.
  
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- Default Deals to the signed-in owner, allow multi-stage filters, and use the searchable company picker on contacts.
  
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- Rename Deal Maturity UI, switch the rep grid to historical windows, and ship related ops work.
  
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- Add Trip Planner end-to-end and polish the /trip-planner UI.
  
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- Prioritize nearby open-deal accounts by size in Trip Planner.
  
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- Resolve must-visit company names when reloading a trip.
  
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Commits on Aug 5, 2026
- Ship webform Screening intake, daily task push, and territory routing.
  
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- Document webform Screening prod wiring and Railway cron-webform.
  
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Commits on Aug 7, 2026
- Restart Sage incremental walk after a lost SOAP session
  
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- Add order-defaults endpoint for the PO-processing sister app
  
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- Return terms_code on order-defaults from Sage snapshots
  
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- Add POST /company/resolve for incomplete PO extracts
  
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- Disable sync-driven agent research unless AGENT_AUTO_ENRICH is on.
  
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Commits on Aug 18, 2026
- Retry Sage SOAP logon and restart walks on timeouts.
  
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- fix KPIs
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Commits on Aug 19, 2026
- Count Closed won through month-end and stop Sage echo-guard from freezing deals.
  
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Commits on Aug 21, 2026
- Hide other reps' synced mail from the Everyone overview feed.
  
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Commits on Sep 9, 2026
- Map Sage deal currency id 1 to USD so Power BI no longer slices on "1".
  
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- Note Sage currency remap is live on prod (USD only).
  
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Commits on Sep 11, 2026
- Restart Sage incremental walks on pagination next faults.
  
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Commits on Sep 12, 2026
- Stop copying Sage targetclose into closedAt so forecasts stay off actuals.
  
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- Store canonical quote numbers on deals so Analytics can exact-join.
  
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- Show overdue open deals on a locked KPI board so the date range only moves live close numbers.
  
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- Keep one primary per colliding quote number so Analytics can join.
  
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- Note api, app, and agent are live on d896ec5.
  
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- Lock deal stage changes to the assigned owner so admins cannot move someone else's forecast.
  
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- Keep Everyone recent activity off the mailbox so the team list stays CRM-only.
  
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- Note Everyone should hard-refresh after the CRM-only activity push.
  
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Commits on Oct 1, 2026
Commits on Nov 11, 2026
- Route Central US and MCE to Bryant Cloud on the 2026-11-10 territory map
  
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Commits

Commits on Aug 2, 2026

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Commits on Sep 12, 2026

Commits on Oct 1, 2026

Commits on Nov 11, 2026