1. SourceMock or sanitized summaries only.
2. FilterNo raw messages, private docs, investor records, or secrets.
3. ReviewSoprano/Jerry gates before sensitive lanes go live.
4. DisplayOwner-only, read-only browser surface.
Today focus
One clear next move: approve the safe exporter design before live data.
Apple-level dashboard UX is not more widgets. It is clarity, deference, and depth: the interface gets quiet so the next decision becomes obvious.
ClarityHigh
RiskGated
NextApprove
Decision escalator
1
Exporter designUnlocks live data without browser-side risk.
2
Asset module orderBuild asset twins before investor/content feeds.
3
Owner-only accessKeep custom + preview URLs behind Access.
Operations pulse
Work moving through the system
Senior-dev rule: motion is used only to show state and direction, not decoration.
Advisor signal
Mini constellation
Maryland MHP
Heritage operating laneLegal, insurance, collections, and owner decisions stay separate.
Georgia self-storage
Canton-Waleska operating laneStorage legal, insurance, delinquency, and rate/parking opportunities stay separate.
Executive command brief
What needs Shawn
Mock/locked states
True risk radar
Workstream heat map
Rows are domains. Columns show where work is flowing or stuck.
Advisor work board
Click a card for the enterprise detail drawer.
Advisor topology map
Risk register preview
| Risk | Level | Owner | Mitigation |
|---|