Phase 2 Roadmap

Engine, Design System, and Production Surfaces

Post-walkthrough build plan. Seven parallel workstreams across five weeks, then horizon work into Phase 3.

Start 12 May 2026
Phase 2 End 13 Jun 2026
Duration 5 weeks
Tasks 59 active + 6 horizon
Click any bar for full task detail
A: Walkthrough
B: Design System
C: Production Surfaces
D: Engine Core
E: Documentation
F: Project Management
G: Review and QA
click bars for detail
Workstream / Task Week 112-16 May
we are here
 Week 219-23 May Week 326-30 May Week 42-6 Jun Week 59-13 Jun
AWalkthrough Growth
A1 Round 3 enhancements
Round 3
A2 Real Retell call test
test
A3 Loom walkover recording
Loom
A4 Ed feedback + Round 4
Round 4
BDesign System
B1 Component + token inventory
inventory
B2 Figma variable collections
Figma vars
B3 Tokens Studio JSON
tokens.json
B4 Style Dictionary build
Style Dict
B5 Admin palette extension
admin tokens
B6 Chromatic CI
Chromatic
B7 DS documentation site
Storybook
CProduction Surfaces
C1 Seller landing page
seller page
C2 Buyer landing page
buyer page
C3 Broker landing page
broker page
C4 Admin pattern library
admin patterns
C5 Handoff package
handoff
DEngine Core
D-I: IM PipelineE3R
D1 generate-im edge function
generate-im
refine
D2 seller_im_drafts table + RLS
table + RLS
D3 IM viewer (production)
IM viewer
D4 send-im-ready-email
email
D-II: Event PipelineInfrastructure
D5-D10 Database webhooks + triggers
6 webhooks
testing
D-III: Matching + NotificationsE4
D11 Broker notification dispatch
notifications
D12 Matching results UI
match UI
polish
D13 Seller status dashboard
status dash
D14 Re-match triggers
re-match
D-IV: Credit SystemE5
D15-D19 Ledger, deduction, seed, tiers, balance UI
credit system
balance + tests
D-V: Intelligence LayerIntelligence
D20-D22 Transaction DB + aggregates + IM enrichment
market intel
D23-D24 pg_cron + activity log
pg_cron
D-VI: Agentic + AdminAgentic
D25-D28 Unified view + NL query + auto-reports
agentic layer
admin testing
EDocumentation
E1-E5 Specs + PRDs
PRDs + specs
revisions
E6-E7 DS + surfaces specs
DS + C specs
E8-E11 Living doc updates
continuous
final pass
FProject Management
F1-F5 Trello cards + state docs
cards + state
F6 Gantt chart (this)
Gantt deploy
F7-F8 Site updates
arch + ecosystem
F9 Ed Phase 2 report
Ed report
F10 Planning meeting
GReview and QA
G1 Epic checkpoint
audit
G2 Walkthrough full-flow test
test
G3 DS sync check
token sync
G4 Design soul pass
soul pass
G5 Stray branch cleanup
cleanup
G6 Post-phase sanitization
sanitization
MMilestones
Walkthrough approved by Ed
IM pipeline end-to-end
Credit system live
DS handoff package ready
Phase 2 complete
Phase 3 Horizon

What comes after Phase 2

Once the engine is live and the production handoff lands, Phase 3 builds the deal infrastructure on top: secure communication, mandate signing, document vaults, and the full operational layer.

EPIC 6

Masked Communication

Phone and email relay through Twilio so seller and broker identities stay protected until both sides commit.

Phase 3 - Wk 1-3
EPIC 7

eSign / Deal Workspace

DocuSign integration for agency agreements. Workspace UI where seller and broker collaborate post-match.

Phase 3 - Wk 2-5
EPIC 8

Document Vault

Encrypted storage for financials, IM revisions, NDAs. Buyer access tiered by qualification stage.

Phase 3 - Wk 4-6
EPIC 9

QA + Integration

End-to-end test coverage. Production deployment dry runs. Performance benchmarking. Security audit.

Phase 3 - Wk 5-7
EPIC 10

Referral Channel

Partner portal for accountants, lawyers, financial advisors. Tracked attribution and commission splits.

Phase 3+ - Optional
EPIC 12

Analytics

Mixpanel event taxonomy. Operational dashboards. Cohort tracking. Funnel attribution from source to close.

Phase 3+ - Ongoing
59
Phase 2 tasks across 7 workstreams
28
Engine stories (D1-D28) wiring the IM pipeline
3
Landing pages designed and coded for production
6
Horizon epics queued for Phase 3
© 2026 Resolve Australia Pty Ltd
Phase 2 Master Plan v2.0 - 12 May 2026