Weekly Progress Report

SHINE Agent Mesh

March 18 โ€“ 24, 2026  ยท  Shine On Cleans
22
Sessions
42
Tasks Completed
12+
Workflows Built
60+
Files Created
15+
Bugs Fixed
7
Agents in Mesh

Daily Activity (Sessions & Completions)

Work by Domain

Agent Build Progress

Pipeline Stage Readiness

๐Ÿ“… 7-Day Timeline
Mar 18 โ€” Wednesday
Gale Task Manager Foundation
Gale Phase 1+2 โœ“ tasks table (26 cols) 24-node workflow 3 agent profiles
Mar 19 โ€” Thursday
Retell Webhooks ยท Queue Fixes ยท Chat Marshall
Retell System Webhook โœ“ Marshall Wake Cycle โœ“ Chat Marshall v1.0 โœ“ Queue_Outbound fix Update:MI retired
Mar 20 โ€” Thursday
First End-to-End Pipeline Success ๐ŸŽ‰
Tom Q-93 full pipeline โœ“ 4 live test runs โœ“ 5 major bug fixes Marshall Prompt v1.2
Mar 21 โ€” Saturday
6-Session Sprint: Security, Giles, Drip, Orders
Security bug found+fixed Giles deployed (43 nodes) โœ“ Social proof skill โœ“ Campaign Email Processor โœ“ Order_Parsing spec โœ“ Marshall Prompt v1.3 david-operating-model skill
Mar 22 โ€” Sunday
Governance + Dashboard + Quote Delivery Fix
SHINE Dashboard built โœ“ LogOutput upgrade (1,109 rows) โœ“ Quote Sales Campaign โœ“ TASKS.md overhauled Deterministic Day 0 emails
Mar 23 โ€” Monday
BK Mirror ยท Historical Import ยท Data Cleanup
293 BK visits imported โœ“ import_bk_visits() RPC 4 test leads reset BK-Mirror README
Mar 24 โ€” Tuesday (Today)
Marshall Fix ยท Archer KB v3 ยท Lovable ยท Post-AI OS
Archer Product KB v3 โœ“ Tool split spec + deploy โœ“ Marshall scheduling fix โœ“ Context-aware surfaces (1,109 LOC) โœ“ Post-AI Operating System user_context table live
๐Ÿค– Agent Mesh Status
Agent Role Status This Week
Archer Service Advisor Live Product KB v3, tool split deployed, scheduling fix
Marshall Lead Ops Captain Live Prompt v1.3, security fix, chat mode, scheduling fix
Gale Task Manager Live Phase 1+2 complete, universal task table, wake cycle
Daniel Booking Captain WIP System dispatch live. Wake cycle + chat mode pending
Giles Support Captain Deployed 43-node workflow deployed, credentials need wiring
Donna Receptionist Routing Live for inbound routing, no changes this week
Frankie Finance Captain Routing Profile created, no active build yet
๐Ÿš€ What's Next โ€” Queued & Ready
๐Ÿ”ด Deploy Queue (Specced, JSON Ready)
Email Rendering Engine
SQL migration + Quote_Email_Gen refactor + Render_Email workflow + send/record wiring. 7 files ready in n8n-Workflows/email-engine/
Campaign_Email_Processor โ†’ n8n
Import JSON ready. Needs campaign_drip branch in Process_Outbound_Queue
Quote_Sales_Campaign_Processor โ†’ n8n
Import JSON ready. Needs get_due_quote_sales_emails() RPC in Supabase first
Order_Parsing Pipeline
headless-order-intake-v2 โ†’ Supabase, Order_Generation_v1 workflow, webhook secret
Giles credential wiring
Gmail OAuth2 + Supabase API in n8n editor (manual step)
๐ŸŸก Build Queue (Next Sprint)
Daniel Wake Cycle
Booking tasks sitting with no processor. Same pattern as Marshall wake cycle
Merge context-surfaces branch โ†’ Lovable
Scheduled task set for Mar 25. Regenerate Supabase types, remove as any casts
Manual_Quote_Insert workflow
4 modes: NLP, Existing Lead, Historical Bark Import, Test Mode
BK Mirror: Turn on 7 Zapier triggers
Tested but not live. Enable after confirming import clean
Re-run Quote_Generation for Q-77/78/79/97
4 real Bark leads reset and waiting. Blocked on email engine deployment
Vercel evaluation for Lovable hosting
Free tier, GitHub connect, test build, DNS migration for client.shineon.uk
๐Ÿ’ก Gaps & Opportunities (Not Currently on TASKS.md)

๐Ÿšจ Escalation Handling System

Giles can receive escalations from Archer and Donna, but there's no escalation dashboard or human-view for David/Molly to see and triage escalations in real time. When Archer can't answer, or a customer complaint escalates, where does it surface for humans?

๐Ÿ“Š Lead Pipeline Dashboard (Human View)

The SHINE Dashboard covers agent logs beautifully, but there's no visual pipeline view showing: leads by stage (new โ†’ contacted โ†’ quoted โ†’ converted), conversion funnel, time-to-contact metrics, or lead value. David and Molly need a "leads cockpit" separate from agent telemetry.

๐Ÿ“ฑ Customer-Facing Notifications

The system generates quotes, schedules calls, and creates orders โ€” but there's no SMS/WhatsApp channel for real-time customer notifications ("Your cleaner is confirmed for Thursday"). Process_Outbound_Queue handles email and Slack, but no mobile channel.

๐Ÿ”„ Retry & Follow-up Intelligence

Marshall creates retry tasks for NO_ANSWER and VOICEMAIL outcomes. But there's no smart retry strategy โ€” no max-attempt cap, no escalation after N failures, no time-of-day optimisation. Could lead to infinite retry loops or dead leads clogging the pipeline.

๐Ÿ’ฐ Revenue Tracking & Stripe Integration

Stripe MCP is connected but not used operationally. No visibility into: payment success/failure rates, subscription churn, revenue per lead source, LTV calculations. Together Property invoicing exposed this gap โ€” commercial invoicing sits outside the system entirely.

๐Ÿงช Automated Testing & Monitoring

Tests are currently manual (fire webhook, check logs). No automated health checks for: agent response times, workflow failure rates, queue processing delays. A "SHINE health monitor" that alerts on anomalies would catch issues before they become customer-facing.

๐Ÿ“‹ Provider Management Dashboard

BK Mirror imports visits, but there's no view into provider performance: attendance rates, customer ratings, schedule adherence. Giles handles provider support reactively โ€” a proactive dashboard would flag problems before complaints arrive.

๐Ÿ”’ Unsubscribe Page + GDPR Compliance

Already in TASKS.md as a line item, but worth highlighting: drip emails are going out without an unsubscribe mechanism. This is a legal requirement (PECR/GDPR) and should be prioritised before scaling email volume.