GuestOps/MILESTONES.md

# GuestOps Milestone Report

Version: **0.2.1 release candidate**
Last updated: **30 September 2026**

This is the working delivery tracker for GuestOps Web. Update a milestone when its state changes and link the pull request, release artifact, test run, or acceptance record that proves the change.

## Milestones at a glance

This summary explains what each milestone delivers and where it currently stands. The release-gate and delivery tables below contain the detailed evidence and exit conditions.

| # | Milestone | What it delivers | Current position |
| ---: | --- | --- | --- |
| 1 | Web foundation | The React application, ASP.NET Core API, tenant-isolated MongoDB storage, preview mode, and container foundation. | **Implemented.** The application foundation and automated tests are on `main`. |
| 2 | AI suggestions and reviewed Gmail sending | AI-assisted reply drafts and staff-reviewed Gmail delivery with safety and duplicate-send controls. | **Implemented; acceptance required.** Real Gmail threading, revocation, uncertain-send, and staff-review scenarios still need live evidence. |
| 3 | OHIP PMS workflow | Internal proposal, approval, and execution controls for PMS operations. | **Implemented; acceptance required.** The workflow exists, but provider-contract and sandbox acceptance remain outstanding. |
| 4 | NMI payment workflow | Internal payment proposal, approval, status, expiry, and reconciliation controls. | **Implemented; acceptance required.** The workflow exists, but real payment-provider sandbox acceptance remains outstanding. |
| 5 | FAQ automation | Knowledge-based FAQ drafting, test mode, approval controls, and guarded live automation. | **Implemented; acceptance required.** Live mode remains disabled pending quality, false-positive, monitoring, and rollback acceptance. |
| 6 | Team onboarding and account recovery | Staff invitations, password setup/reset, access disable/restore, and administrator recovery. | **Implemented; acceptance required.** Deployed link delivery, expiry, recovery, and administrator procedures still need operational evidence. |
| 7 | Google connection recovery | OAuth reconnect, checkpoint recovery, grant revocation handling, and worker restart safety. | **Implemented; acceptance required.** Dedicated Google-account and worker-restart exercises have not yet been accepted. |
| 8 | Operational readiness tooling | Release verification, diagnostics, encrypted backup, restore, preflight, and persistence tools. | **Implemented; acceptance required.** The tools must still be run against the exact release on the Debian host. |
| 9 | Gitea and reproducible releases | A checksummed source package, Ansible-controlled installation, recorded image identities, retained artifacts, and approval tagging. | **In progress.** The runner-free deterministic packager is implemented and the Gitea Action is removed; the release-line identity must be confirmed, then the package, Ansible installation evidence, and approval record must be retained. |
| 10 | Debian deployment and persistence | Secure Debian/Compose deployment, HTTPS, persistent database and key volumes, and reboot/recreation proof. | **In progress.** The verified Ansible handoff now covers commit-bound installation, boot services, Nginx validation, listener restrictions and public HTTPS; privileged installation, firewall review, controlled reboot and supervised persistence evidence remain open. |
| 11 | Backups, monitoring, and recovery | Scheduled encrypted backups, verified off-host transfer, Zabbix monitoring, restore, and rollback rehearsal. | **In progress.** The Ansible operations handoff now installs validated systemd units, public-key-only backup support, transfer retry and restricted Zabbix status; secret provisioning, durable-log confirmation, manual backup, timed restore, rollback and independent evidence remain open. |
| 12 | Google mailbox acceptance | End-to-end Gmail consent, import, recovery, reviewed sending, reconciliation, and revocation evidence. | **In progress.** The runbook and validator exist; the live synthetic-data exercise and independent review remain outstanding. |
| 13 | Rezlynx/Guestline adapter | The real PMS provider adapter, mappings, idempotency, reconciliation, and ambiguous-write handling. | **Planned.** Provider contract and sandbox access are still required before implementation and acceptance. |
| 14 | Payment links and status | The real payment-provider integration, webhooks, expiry, replay protection, and reconciliation. | **Planned.** The provider path and sandbox acceptance plan still need to be confirmed and completed. |
| 15 | Knowledge, AI, and FAQ activation | Supervised knowledge-quality, AI-draft, FAQ test-mode, staff-training, and stop-control acceptance. | **Implemented; acceptance required.** The evaluation tooling exists; the supervised evaluation and independent approval remain outstanding. |
| 16 | Identity, preferences, and privacy | Account/session controls, hotel preferences, privacy inventory, retention decisions, and audit review. | **Implemented; acceptance required.** Legal and operational decisions, identity checks, and independent review remain outstanding. |
| 17 | Inbox usability and desktop parity | Stable pagination, protected unsaved drafts, hotel-timezone display, and desktop workflow parity. | **Implemented; acceptance required.** Automated checks pass; the supervised desktop exercise and independent approval remain outstanding. |
| 18 | Pilot, capacity, and release approval | Capacity proof, incident exercise, five-business-day hotel pilot, findings closure, and Gate B approval. | **In progress.** Validators and targets exist; Gate A/B prerequisites, capacity evidence, incident rehearsal, pilot, and named approvals remain open. |
| 19 | Account security and self-service | TOTP MFA, recovery codes, transactional email, granular roles, preferences, and security notifications. | **Implemented on the development branch; acceptance required.** Keep it separate until `0.2.1` is approved and tagged, then review, merge, and version it as `0.3.0`. |

## Status key

- **Implemented** — present on `main` and supported by code or automated-test evidence.
- **In progress** — repository or environment work has started but an exit condition remains open.
- **Acceptance required** — implemented in code but still requires a real provider, Debian host, or operational exercise.
- **Planned** — work is not yet complete.
- **Deferred** — intentionally outside the current release gate.

## Release gates

| Gate | Outcome | Current assessment | Exit condition |
| --- | --- | --- | --- |
| A | Website operational | Not yet approved | Reproducible release on the target Debian host, persistent data/keys, HTTPS, monitoring, and a successful backup/restore drill. |
| B | Supervised hotel pilot | Not yet approved | Gate A plus real Google acceptance, staff workflow acceptance, controlled AI/FAQ activation, and closure or explicit containment of pilot usability and security findings. |
| C | Integrated rollout | Not yet approved | Gate B plus independently accepted PMS and payment integrations, identity/privacy controls, capacity evidence, and formal release approval. |

## Delivery milestones

| # | Milestone | Gate | Status | Evidence and remaining work |
| ---: | --- | :---: | --- | --- |
| 1 | Web foundation | A | Implemented | The current `main` branch provides the React workspace, ASP.NET Core API, tenant-scoped MongoDB access, read-only Google import foundation, preview mode, container definitions, and automated tests. Live provider and host acceptance still apply. |
| 2 | AI suggestions and reviewed Gmail sending | B | Implemented / acceptance required | Promoted to local `main`; verify real mailbox threading, reconnect/revocation, duplicate-send prevention, uncertain outcomes, and staff review before pilot use. |
| 3 | OHIP PMS workflow | C | Implemented / acceptance required | Proposal, approval, and execution controls are promoted to local `main`. Provider sandbox and contract-level acceptance remain independent requirements. |
| 4 | NMI payment workflow | C | Implemented / acceptance required | Payment proposal and approval controls are promoted to local `main`. Sandbox acceptance, reconciliation, expiry, and ambiguous-result recovery remain required. |
| 5 | FAQ automation | B | Implemented / acceptance required | Draft and approval controls are promoted to local `main`. Keep live automation disabled until knowledge quality, thresholds, and rollback behaviour pass acceptance. |
| 6 | Team onboarding and account recovery | B | Implemented / acceptance required | Invitation, password reset, and recovery flows are promoted to local `main`; verify deployed links, mail delivery, token expiry, and administrator recovery procedures. |
| 7 | Google connection recovery | B | Implemented / acceptance required | Connection epochs, checkpoint recovery, and revocation handling are promoted to local `main`; complete real Google acceptance and worker-restart exercises. |
| 8 | Operational readiness tooling | A | Implemented / acceptance required | Backup, restore, release, and diagnostic tooling is promoted to local `main`; execute it on the actual Debian host and retain evidence. |
| 9 | Gitea and reproducible releases | A | In progress | `deploy/package_source.py` now packages only an explicit committed ref, verifies matched application versions, produces deterministic gzip output and a SHA-256 source record, and refuses overwrite. Hand that package to a version-selected Ansible playbook following the CMS/CMSFront pattern. Ansible must verify and install it, build commit-tagged images, record their immutable IDs, and deploy without a Gitea runner. Retain the package/install evidence off-host and resolve the release-line/tag identity before approval; the existing `0.1.0` tag remains attached to the foundation release. |
| 10 | Debian deployment and persistence | A | In progress | Compose uses separate named database and shared key volumes, private host configuration, loopback-only API access and bounded logs. The Ansible handoff verifies the source on both controller and host, enables Docker/Nginx at boot, installs and validates the reviewed proxy, rejects exposed API/MongoDB listeners, and requires trusted public HTTPS before selecting the release. Run it on the provisioned Debian host, review the firewall, complete the confirmation-gated persistence drill and controlled reboot, and retain independent evidence. |
| 11 | Backups, monitoring, and recovery | A | In progress | Encrypted backup and isolated restore tooling includes opt-in systemd scheduling, checksum-verified rsync transfer, restricted Zabbix status, guarded local retention and a release-bound acceptance validator. The Ansible operations playbook now verifies the selected release and private-file modes, imports only the recovery public key, validates and installs the units, enables transfer/monitoring, leaves backup scheduling off until manual acceptance, and fetches non-sensitive evidence. Provision secrets and durable logs, configure central alerts/retention, run the manual backup plus timed restore and rollback drills, and retain independent approval. |
| 12 | Google mailbox and reviewed-reply acceptance | B | In progress | The synthetic-data provider runbook, exact scenario set and restricted-record validator are implemented. Complete every scenario against the accepted Debian release and dedicated Google sandbox accounts, independently review the evidence, and retain the validated record. |
| 13 | Rezlynx/Guestline adapter | C | Planned | Obtain the provider contract and sandbox, implement the adapter and mapping, and accept idempotency, stale-data, ambiguous-write, and reconciliation paths. |
| 14 | Payment links and status | C | Planned | Select/confirm the payment-provider path, complete sandbox and webhook acceptance, and prove expiry, replay protection, reconciliation, and support recovery. |
| 15 | Knowledge, AI, and FAQ activation | B | Implemented / acceptance required | Owners can run a bounded no-send batch evaluation, and a release-bound acceptance record enforces positive/negative coverage, zero FAQ errors, separate AI review, staff training, stop-control evidence and named monitoring/rollback owners. Complete the supervised evaluation and retain independent approval. |
| 16 | Identity, preferences, and privacy | B/C | Implemented / acceptance required | Login throttling trusts the client address only after one-hop processing by the configured proxy. A release-bound review now covers owner-controlled preferences, account/session controls, data inventory, retention/deletion/legal-hold ownership, provider decisions, audit evidence and known identity limitations. Complete the legal/operational decisions and independently approve the record. |
| 17 | Inbox usability and desktop parity | B | Implemented / acceptance required | The inbox uses tenant-scoped stable cursor pagination in pages of 50 and protects unsaved drafts during route/history navigation, reload, conversation selection, filtering and search. Operational timestamps use the saved hotel timezone, and a release-bound desktop-parity acceptance record is implemented. The implementation and preview HTTP suite pass; run the supervised exercise against the approved release and retain independent approval. |
| 18 | Pilot, capacity, and release approval | B/C | In progress | The `0.2.1` Gate B candidate has bounded capacity, five-business-day pilot, incident and final-decision record validators with agreed targets. Retain the exact source-package and Ansible-install evidence, complete Gate A and Gate B prerequisites, run the probe and supervised exercises, resolve or contain findings, and retain separate hotel-owner and technical approval. Gate C remains dependent on milestones 13 and 14. |

## Delivery sequence

The current critical path is:

`9 → 10 → 11 → 12 → 15 → 18`

Milestones 13 (Guestline/Rezlynx) and 14 (payments) can progress as parallel provider tracks. They do not need to delay a Google-only supervised pilot, but both remain independently gated before Gate C.

## Next actions

- [ ] Merge the Action removal and release-process update to the intended default branch; that resulting commit becomes the new package candidate.
- [x] Preserve the published `0.2.0` tag unchanged and use the clean `0.2.1` candidate line from `main`, excluding Milestone 19 application code.
- [ ] Create and checksum the approved source archive with `deploy/package_source.py`, add/select it in the GuestOps Ansible playbook, and retain the package and installation evidence.
- [ ] Create and archive the immutable `0.2.1` approval tag only after Gate B approval.
- [ ] Deploy to the target Debian environment with persistent MongoDB and data-protection keys.
- [ ] Run and record backup, restore, restart, monitoring, and rollback exercises.
- [ ] Complete real Google mailbox acceptance without using production guest data.
- [ ] Resolve or explicitly contain the milestone 16–17 pilot findings listed above.
- [ ] Obtain the Guestline/Rezlynx interface contract and sandbox access.
- [ ] Agree the payment-provider acceptance and reconciliation plan.
- [ ] Capture named owners and target dates for milestones 9–18.

## Tracking convention

For every status update, add the owner, target or completion date, and evidence link to the relevant row or to an issue referenced from that row. A milestone is not complete solely because code exists: provider and host acceptance must be recorded wherever the status says **Acceptance required**.