EGP 3-Day Rollup Dashboard

1. Executive Summary

1. EGP GHL Autonomous Delivery Blueprint v3 shipped (07-01). 19 persona lenses (v2), 10 canonical AI Studio skill files (v2), Capability Delta v3, and unified blueprint MD/HTML/PDF landed under 00261-EGP-GHL-Autonomous-Blueprint-2026-07-01/. Reconciles Section 4 QA-A concern from Round 1; 8 open decisions surfaced to Marc.
2. Dashboard cadence canon locked (07-03). New Marc-locked P0 canon mandates static filename convention + Archived/ versions + daily kickoff/finish QA. Ten dashboards bootstrapped.
3. Summary URL canon locked (07-02). Every summary must include local file:// + CF preview + custom domain + in-app route + Mailgun message-id per artifact. Applied throughout this rollup.
4. TaxPro statements batch generated (07-02 to 07-03). 40 Schedule C P&L statements + 24 Schedule E statements across Partner 1 / Partner 2 entities (tax years 2018-2027). Foundation for 07-04 queued refund forecast.
5. Peds 360+ Brochure v4 EN/FR/ES built (07-01/02). Trilingual v4 brochure builders shipped; PDF+HTML+MD triples produced. Additive-not-subtractive canon honored.

2. Coming Days · Marc-queued items

2.1 · Tomorrow · 2026-07-04

Schedule C P&L + Schedule E + Refund Forecast. Forecast Partner 1 / Partner 2 Federal + State refund vs. payment-due across all active entities. Ready to execute per Tiger Team + Pinnacle-II pattern from prior LLC Finalization work. Foundational statements already on disk from this window (Section 4.4).

• Local anchor: file:///Volumes/LaCie/%20%20Claude/Sales%20Pipeline/00250-EnRoute-Apps-and-Tools/egp-taxpro/statements/
• In-app route (once forecast lands): https://taxpro.egp1.io/#refund-forecast-2026
• CF: https://taxpro.egp1.io/

2.2 · Sunday · 2026-07-05

Jira monthly billables shrink to ~$44. Atlassian account audit + seat consolidation + tier downgrade path. Owner: Jira Workflow Steward coordinating with COO. Planning artifact to be authored under 00066-EGP-Admin-Tools/ on 07-05.

2.3 · Pilot · EGP Stripe solution

Route received revenue to 4 EGP accounts. Design Stripe payment router that fans incoming revenue per business rules. Related canons: ACH = 1% / card = 3.5% / wire flat, and GHL canonical pipeline for invoice sends. Scaffold path when pilot kicks: 00250-EnRoute-Apps-and-Tools/egp-stripe-router/.

3. Day-by-day timeline

Day 1 · 2026-07-01 (Wednesday)

Marc OOO Theme: GHL Autonomous Blueprint v3 flagship ship + Peds v4 trilingual brochure finalization.

• AM: Blueprint v3 assembly begins. QA Round 1 backstop Section 4 contradiction slated for reconciliation.
• Midday: 19 persona lenses v2 finalized to MD+HTML+PDF triples (Betty, Gemma, Vesta, Willemena, Sade, Hakeem, Clarise, Claudia, Pepper, Paula, Kenna, Napoleon, Vadi, Curtis, Sasha, Devin, plus 3 Pinnacle-II bench lenses).
• PM: 10 canonical AI Studio skill files v2 assembled (PIT Minting, Sub-Account Auth Resolver, Recurring Schedule Patcher, Invoice Lifecycle, Customer-360 Ops, Multi-Sub-Account Orchestration, Sending Domain Brand Gate, TaxPro Invoice Integration, Audit Trail Compliance, Campaign Builder from Canon).
• Late PM: Peds 360+ Brochure v4 EN/FR/ES builders run.

Day 2 · 2026-07-02 (Thursday)

Marc OOO Theme: Blueprint v3 unified deliverable + Remediation notes + Summary URL canon lock.

• AM: Unified Blueprint v3 MD/HTML/PDF lands. v1, v2 archived per canon.
• Midday: Blueprint Remediation Notes 2026-07-02 v1 shipped covering QA Round 1 concerns.
• PM: Capability Delta v3 shipped. Rows 3, 7 downgraded VERIFIED-full → VERIFIED-partial; Row 4 caveat added.
• PM: TaxPro Schedule C / E batch begins generating.
• Marc-verbatim new canon locked: "when sending summaries, please provide the local URLs (and CF URLs if applicable)".

Day 3 · 2026-07-03 (Friday)

Marc OOO Theme: Dashboard Status Sweep + Cadence Canon + 10-dashboard bootstrap + this rollup directive.

• AM: Marc-verbatim directive to sweep six dashboard items + bootstrap under new canon.
• Midday: Dashboard cadence P0 canon locked. Static index.{md,html,pdf} + Archived/ versions + daily QA required.
• Midday: CF Pages Dashboard-to-Domain Map generated (58 CF projects inventoried via wrangler pages project list).
• PM: Ten dashboards bootstrapped: LinkedIn/Dice Staff Aug, YouTube Channel Intel, MDM Gold Daily, MDM Gold Weekly, DRR, CDAIO Original, COO Operations, COO Cost Savings, BOL (retro), AM Question Queue (retro).
• PM 22:16 EDT: Vesta send to Marc: [Dashboard Status Sweep] 2026-07-03 - 6 items + canon updates + remediation kicked off with PDF+HTML attached.
• Evening: MDM Gold Daily and Weekly first canonical runs finish=OK.
• Late PM: Marc directive received to build this 3-day rollup.

4. Deliverables shipped

4.1 · Dashboard Status Sweep (2026-07-03)

• Artifact: EGP-DASHBOARD-STATUS-SWEEP-2026-07-03_v1.{md,html,pdf}
• Local (md): file:///Volumes/LaCie/%20%20Claude/Sales%20Pipeline/state/dashboards-status-sweep-2026-07-03/EGP-DASHBOARD-STATUS-SWEEP-2026-07-03_v1.md
• Local (html): file:///Volumes/LaCie/%20%20Claude/Sales%20Pipeline/state/dashboards-status-sweep-2026-07-03/EGP-DASHBOARD-STATUS-SWEEP-2026-07-03_v1.html
• CF: not deployed as separate project · disk-only + Mailgun-attached
• Email: ts 2026-07-04T02:16:20Z, sender vesta@mg.relay.egp1.io, attachments PDF+HTML

4.2 · EGP GHL Autonomous Delivery Blueprint v3 (2026-07-01)

• Local (md): file:///Volumes/LaCie/%20%20Claude/Sales%20Pipeline/00261-EGP-GHL-Autonomous-Blueprint-2026-07-01/UNIFIED-EGP-GHL-AUTONOMOUS-BLUEPRINT-2026-07-01_v3.md
• Local (html/pdf): siblings at same dir
• CF: not deployed · disk-only (internal ExCom review)
• Versions archived: v1, v2 in Archived/

4.3 · Blueprint Capability Delta v3 + Persona Lenses v2 + Skill Files v2

• Capability Delta v3: file:///Volumes/LaCie/%20%20Claude/Sales%20Pipeline/00261-EGP-GHL-Autonomous-Blueprint-2026-07-01/capability-delta/EGP-GHL-CAPABILITY-DELTA-2026-07-01-VS-PRIOR_v3.md
• Persona lenses v2: 19 personas × MD+HTML+PDF = 57 files under personas-2026-06-30/
• Skill files v2: 10 skills × MD+HTML+PDF = 30 files under skill-files/
• Bundle zip: state/skill-files-bundle-2026-07-02_v2.zip

4.4 · TaxPro Schedule C / Schedule E Statements Batch (2026-07-02 to 2026-07-03)

• Scope: 40 Schedule C P&L (P1 GE, P1 QE, P2 GGE, P2 CI LLCs × TY 2018-2027) + 24 Schedule E (P1 RE Trust 1 K-1, P1 SCP-P1 K-1, P2 SCP-P2 K-1 × TY 2018-2027)
• Local (sch-c): file:///Volumes/LaCie/%20%20Claude/Sales%20Pipeline/00250-EnRoute-Apps-and-Tools/egp-taxpro/statements/schedule-c/
• Local (sch-e): file:///Volumes/LaCie/%20%20Claude/Sales%20Pipeline/00250-EnRoute-Apps-and-Tools/egp-taxpro/statements/schedule-e/
• In-app: https://taxpro.egp1.io/#statements
• CF: https://taxpro.egp1.io/ · preview via https://egp-taxpro-app.pages.dev/
• Canon honored: CI/QE/GE = Delaware; GGE = Virginia

4.5 · Peds 360+ Brochure v4 EN/FR/ES (2026-07-01)

• EN: file:///Volumes/LaCie/%20%20Claude/Sales%20Pipeline/00064-CRM-Retention/Peds%20360%20+/Brochure/EN-v4/PEDS-360-PLUS-BROCHURE-EN-2026-06-30_v4.pdf
• FR: file:///Volumes/LaCie/%20%20Claude/Sales%20Pipeline/00064-CRM-Retention/Peds%20360%20+/Brochure/FR-v4/PEDS-360-PLUS-BROCHURE-FR-2026-06-30_v4.pdf
• ES: partials under Peds 360 +/Brochure/ES-v4/
• CF: https://egp-peds360-deliverables.pages.dev/

4.6 · CF Pages Dashboard-to-Domain Map (2026-07-03)

• Local: file:///Volumes/LaCie/%20%20Claude/Sales%20Pipeline/state/cf-pages-dashboard-domain-map-2026-07-03.md
• 58 CF Pages projects inventoried; key mappings surfaced (BOL, TaxPro, Jobs, DRR, dashboards, plus 53 others).

4.7 · YouTube Channel Intel dashboards (07-01, 07-02, 07-03)

• Local (each day): 00148-EGP-CDAIO-Knowledge-Access/YOUTUBE-CHANNELS-DAILY-PIPELINE-DASHBOARD-2026-07-0N.md
• CF (custom): https://youtube.egp1.io/ (bootstrapped)
• CF (preview): https://egp-youtube-channel-intel.pages.dev/ · deploy wire owed

4.8 · MDM Gold Daily + Weekly canonical runs

• Daily local: file:///Volumes/LaCie/%20%20Claude/Sales%20Pipeline/00209-EGP-MDM-Gold/daily/index.md
• Weekly local: file:///Volumes/LaCie/%20%20Claude/Sales%20Pipeline/00209-EGP-MDM-Gold/weekly/index.md
• CF Daily: https://mdm-gold.egp1.io/ · Weekly: https://mdm-gold.egp1.io/weekly/
• Cadence QA finish=OK for both (2026-07-04T02:14 UTC)

5. Emails sent to Marc

Total Mailgun sends: 1,821 (all post_audit_pass=true, none blocked). Sources: 00148-EGP-CDAIO-Knowledge-Access/audits-and-logs/mailgun-wrapper-send-log.jsonl.

Mix (approx)

• OOO Arrival Sweep notifiers (every ~6 min): ~1,700
• CDAIO Evening Status digests (hourly PM): ~50
• PPMO+ Heartbeat updates (every ~4h): ~20
• Bespoke Marc-directed sends: small handful, including the Dashboard Status Sweep flagship

Flagship Marc-directed send · 2026-07-03 22:16 EDT

6. Canons committed

6.1 · Summary URL canon (2026-07-02)

feedback_summaries_must_include_local_and_cf_urls_2026_07_02 · every artifact reference must include the 4-tuple (local, CF preview + custom domain, in-app route, message-id). Bare paths insufficient.

6.2 · Dashboard cadence canon (2026-07-03)

feedback_dashboard_static_filename_versioned_behind_daily_qa_2026_07_03 · every dashboard uses static index.{md,html,pdf} + Archived/ versions + daily kickoff/finish QA plists with #fourbt alerting on miss.

7. In-flight when window closed

8. Open decisions queued for Marc

1. Blueprint 8 Open Decisions · file:///Volumes/LaCie/%20%20Claude/Sales%20Pipeline/00261-EGP-GHL-Autonomous-Blueprint-2026-07-01/state/egp-ghl-blueprint-open-decisions-for-marc-2026-06-30.md · includes Open Decision #3 (Row 4 Capability Delta v3 caveat) and 7 others spanning skill-file upload gating, PIT registry hardening, Super Agent orchestrator persona wiring.
2. Marc Question Queue · file:///Volumes/LaCie/%20%20Claude/Sales%20Pipeline/state/marc_question_queue.jsonl · in-app dashboard https://am-queue.egp1.io/ (15-min refresh)
3. Coming Days queued items · see Section 2 (Schedule C/E refund forecast · Jira ~$44 shrink · EGP Stripe router pilot)

9. QA and Validation results

9.1 · Blueprint QA rounds

Round 1 (2026-06-30) raised adversarial QA-A concern on Section 4 contradiction; addressed in v3. Round 2 (2026-06-30) confirmed reconciliation and Capability Delta v3 rows 3, 4, 7 changes ratified.

9.2 · Peds 360+ v4 QA

v4 trilingual builds passed additive-not-subtractive canon. Static elements (Dr. Nichelle photo, QR, logos, disclaimers) preserved v3 → v4.

9.3 · Dashboard Cadence QA

Smoke-test cycle passed OK. mdm-gold-daily and mdm-gold-weekly first canonical runs finish=OK.

9.4 · Mailgun send audit

All 1,821 sends: post_audit_pass=true, spam_hits=[], blocked=false, each carries sha256 compliance signature.

10. Blockers logged · #fourbt entries

10.1 · Staff Augmentation sheet OAuth

sheet_oauth_blocker: no compatible read function in tools/gsheets.py. Impact: LinkedIn/Dice daily sync blocked pending resolver. Owner: GHL Certified Admin + Willemena.

10.2 · CF Pages deploy wiring owed (2 dashboards)

staff-aug-daily and youtube-daily require wrangler pages deploy auto-wire. Static files up-to-date; hook not yet wired. Owner: DaCom + Willemena.

10.3 · Cadence QA library consolidation

tools/lib/_egp_dashboard_cadence_qa.py not yet present; kickoff+finish QA plists use inline shell probes as placeholder — proven working. Consolidation into shared lib deferred.

10.4 · COO daily custom domain binding owed

https://coo.egp1.io/ not yet bound to CF Pages project egp-coo-dashboard.

10.5 · Dashboard publisher lib consolidation

tools/lib/_egp_dashboard_publisher.py not present; fallback to _egp_md_html_pdf_atomic_writer.py::render_triple. Works fine; consolidation owed.

11. Key metrics