# DataSBJC — build status

| Phase | Scope | Built | Deployed |
|-------|-------|-------|----------|
| 1 | Foundation: auth, orgs, RBAC, tenancy, audit | ✅ | ✅ live |
| 2 | Data platform: adapter contract, sync, vault, Rentec mock | ✅ | ✅ live |
| 2.5 | Brand & shell (DataSBJC, sidebar, login, theme) | ✅ | ✅ live |
| 3 | Salesforce per-user OAuth + adapter | ✅ | overlay (apply at go-live) |
| 4 | Metric catalog + governed query service + metrics/dashboards | ✅ | overlay |
| 4b | Dashboard Studio + validator + exports | ✅ | overlay |
| 5 | AI Analyst: constrained tools, chat, citations, limits | ✅ | overlay |
| 6 | Hardening: security, seeder, workers, backups, runbook | ✅ | overlay |

## Not yet built (future work)
- Google Ads / Meta / QuickBooks adapters (Salesforce is the proven pattern to copy)
- Reports scheduling + delivery, Goals/OKRs, Spaces (stub pages today)
- Richer dashboard widgets (charts/tables/maps beyond KPI), drag-resize grid
- Full Salesforce sharing-rule fidelity (current model: per-user OAuth = SF enforces)
- Admin credential UI (currently provider keys in .env)

## Live dependencies you supply
- Salesforce Connected App keys
- Anthropic API key
- (later) Google/Meta/QuickBooks app credentials