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Feature status and operational boundaries

Ready to document​

The source includes the public forms, protected CRM routes, dashboard, leads, tasks, site visits, lots, applications, customers, contracts, payments, collections, reports, settings, audit trail, and feedback controls.

Implemented but verify live​

Application-to-lead automation, public-inquiry routing, reservations/deposit workflow, post-sales work, AI summaries, Daily Brief, Email Center, and privileged data management need authorized test-account confirmation of deployed migrations, Edge Functions, permissions, secrets, and business rules.

Partial boundaries​

Reservations do not replace the ledger; Email Center is a manual outbox, not a full inbox/automated campaign; AI is advisory; Daily Brief emailing is not active.

Planned or unavailable​

Customer portal/login, customer payment-proof upload, customer document downloads, automated email/WhatsApp, scheduled Daily Brief delivery, customer notification preferences, and customer-facing AI are not current features.