Changelog¶

All notable changes to Pebble Orchestrator (Pebble IQ) documentation and scope.

[2026-01-29] — Incremental Automation & Multi-Platform Strategy¶

The Robustness Roadmap — 1-year plan for transitioning from "Shadow" data collection to "Autopilot" AI routing.
Sorbet Strategy — Outlook synchronization logic using unread counts in folders as task indicators.
Trust but Verify Pattern — Human-in-the-loop "Why?" questionnaires for AI correction and fine-tuning.
New Platform Evaluation — Formal assessment of Nextcloud, Mayan EDMS, n8n, and Apache Guacamole.
HOD Guided Triage — Explicit mechanism for workload allocation and distribution by department heads.

Pillar 1 AI Strategy — Refined to prioritize local-first (Ollama) execution with a Dual-Database (Rules + Memory) architecture.
Phase 2–4 Definitions — Pivot towards Infrastructure-as-a-Platform (VDI, EDMS, Automation) following client agreement.
UC Count Accuracy — Corrected POC count to 78 (from 79) and total project to 130 (from 131) based on latest spec verification.

Commercial Alignment — Phase 1 (POC) terms finalized with 25% kick-off advance.
Incremental Automation — Explicit move from manual tools to automated partners over 12 months.
Governance — Added Keycloak-based SSO and VDI-controlled download monitoring to the long-term vision.

Follow-up & Communication Engine — New product specification for the automated "No Lead Left Behind" system (Dialer, Sequences, Escalation).
Quotation Management System — Detailed PRD for multi-entity templates, validity logic, and recipe costing.
Enquiry Management System — Comprehensive logic for scoring, handovers, and parallel/exclusive workflows.
Order Management System — "Sales to Operations" handover protocol, Sales Order generation, and Invoice tracking.
Field Sales & Visits — Geofenced check-in logic, appointment travel planning, and "Nearby Customer" discovery.
Tender Management (GEM) — Compliance checklists, Bid labeling automations, and deadline tracking.
Quality & Sample Management — Barcode-driven LIMS integration for automated sample grading (MOA/COA).
Semantic Continuity Architecture — Defined the three-tier ontology (Structure, Meaning, Connection) for AI reliability.

Navigation Overhaul — Major redesign of the documentation structure. Separation of "CRM Lifecycle" from "Operational Engines" for clearer user journey.
Self-Guided Architecture — High-Level Architecture is now a self-guided landing page with a clear documentation roadmap.
Priority-First Use Cases — Developer Use Case Index is now strictly ordered by execution priority (MVP Foundation -> Phase 2).
Customer Branding — Updated copyright to 2025-26 and fixed UI glitches (icon rendering).

Persistence Strategy: Automation of the "x+40" trend logic for follow-ups.
Dialer Integration: Deep integration with Exotel/Knowlarity for click-to-dial accountability.
Absenteeism Protocol: Automated workload shifting at 11:30 AM to ensure business continuity.

Staff Augmentation Philosophy — Documented the "Augment, Not Replace" design principle with business and technical reasoning
Observability & Operations — Comprehensive breakdown of 176h ops budget (audit logging, MLOps, DevOps, dashboards)
Phase 1 Use Cases — Identified 8 additional use cases for immediate post-MVP delivery (AI quality, email send, analytics)
Tally Integration Specification — XML integration patterns for Phase 1 (Port 9000, stock/order/ledger lookups)

Product Name Standardization — Finalized branding as Pebble Orchestrator (Pebble IQ) across all documentation
Effort Estimate Refinement — Updated to 1,850h MVP + 144h Phase 1 = ~2,000h total cumulative. Detailed estimates available at Detailed Estimates.
Tally Integration Positioning — Moved from MVP to Phase 1 as fast-followup (6-8 weeks post-MVP)
Implementation Overview — Enhanced with LangGraph agent patterns, testing strategies, and CI/CD workflows

Native CRM Focus: Custom Django/PostgreSQL CRM (No data migration from D365)
Legacy Migration Cancelled: Customer confirmed no legacy data migration required; clean start (Jan 19).
ERP Integration: Focus RT (Current) → Tally Prime (Phase 1 Target)
Dispatch Management: Specialized logistics screens added to Phase 1 (Tally gap-fill)
Human-in-Loop Design: AI assists staff without replacing them, increasing system complexity vs full automation

Backend API Architecture — REST standards, security protocols (JWT/RBAC), and core service endpoints
Data Pipelines & Reliability — Visualized ingestion flows and fault-tolerance specifications (DLQ/Retries)
Technical Use Case Module — Defined 6 verifiable work items for backend and data infrastructure (US-BKP)
CRM Requirements — Integrated 10 UI-driven functional specifications for the custom CRM Master

Use Case Standardization — Global migration to US- prefix (e.g., US-CRM, US-PLN) for enterpise-grade traceability
Priority-Based Indexing — Developer index now grouped by MVP Phases (POC through Phase 3) with P0-P2 priority grading
Professional Standard — Removed decorative indicators and updated Project Status metrics (100+ Use Cases, 13 Modules)
Navigation Optimization — Refined internal link resolution and directory-based URL structure for cleaner accessibility

D365 Pivot: Existing D365 instance being phased out
Custom CRM Strategy: PostgreSQL-based custom CRM to replace D365 (Phase 2)
UI Prototypes: 8-tab company master interface with follow-up calendar, social media integration, and vendor empanelment workflows

Complete MVP restructure — Email Orchestration is now POC/MVP (was buried in Phase 2)
DMS/Deduplication moved to PARKED section (was POC/MVP)
Updated Gantt chart to reflect Email Orchestration timeline
Phase sequencing now:
POC/MVP: Email Orchestration (12 UCs)
Phase 1: CRM/ERP Integration
Phase 2: Workflow & Templates
PARKED: DMS, Deduplication, AI