UnitCycle — Active Context

Last updated: 2026-04-06

Current Focus

Invoices feature (F3.2) — AI-powered invoice processing with LlamaParse PDF extraction.

What's In Progress

• Invoice layout: PDF/upload/scanning LEFT panel, details RIGHT panel
• 2,143 invoices + 5,765 line items seeded in DB
• PDFs stored at backend/media/invoices/
• Remaining work: final cleanup, PDF iframe min-height, polling refresh

Recent Completions (March–April 2026)

• ✅ F1.1 Lifecycle State Engine (2026-03-27) — 4 states, companion table, 7 endpoints, 9 ACs
• ✅ F1.2 Renewal Intelligence (2026-03-28) — churn scoring, rent strategy, letters, 6/6 ACs
• ✅ F1.3 Smart Collections (2026-03-29) — overview, metrics, risk summary + enhancement specs written
• ✅ Theme system — 208 vars, 7 presets, ZERO hardcoded hex
• ✅ Owner Management v4 — unit-centric, 6 URL-mapped tabs, 27/27 Playwright tests
• ✅ Tenant Detail — 5 URL tabs, 6 PM actions, 50K ledger, mobile bottom nav
• ✅ Leasing Pipeline UI — screening → lease gen → move-in → onboarding
• ✅ Work Orders + IoT + Asset Health Hub — 10 sources, SVG gauges, 45 WOs, 409 history
• ✅ Vendor Portal at /maintenance-portal/vendor-hub/jobs
• ✅ PWA + Branding (uc-logo.svg / uc-logo-gold.svg)
• ✅ MapLibre GL map (replaced Leaflet)
• ✅ Sidebar redesign (7 groups, accordion, data-driven)
• ✅ Memory Bank created (2026-04-06)

Known Issues & Blockers

• Leasing features (screening, lease gen, move-in) ALL NEED Playwright tests
• Collections enhancements spec written (25 tasks) but not yet implemented
• server.js gets overwritten by agents during delegated tasks

What's Next

1. Finish Invoice F3.2 — cleanup, PDF viewer polish, Playwright tests
2. Portfolio Chat F3.3 — NL query engine with Claude tool use + streaming SSE
3. Playwright tests for all leasing features (screening, lease gen, move-in)
4. Collections enhancements (F1.3E) — 25 tasks from collections-improvements spec
5. F1.4 Portfolio Command Center — bulk actions, AI queue, multi-filter unit list
6. Phase 2 — Turnover, Dynamic Pricing, Predictive Maintenance

Decision Log

• 2026-04-01: Removed all buyer/broker portal references — rental PM only
• 2026-04-01: Asset Health Hub restructured (3 tabs: Equipment, IoT, Schedules)
• 2026-04-02: Sidebar redesigned from 11 groups → 7 groups
• 2026-04-03: CLAUDE.md cleaned of TownX/AED/Dubai references
• 2026-04-06: Memory Bank system created per Tweag Agentic Coding Handbook pattern

Team Context

• Rafael = product owner, decides priorities
• Pancho = orchestrator agent (NEVER writes code, manages tasks)
• Pixel = designer agent (MUST consult before UI changes)
• Cycle (me) = implementation agent