Kay OS build status

Requirements locked; Founder Review V1 visible slice implemented on homepage with five ranked actions, evidence drawers, practice goal context, and analytics links. Architecture refinement, query development, live integration, and production readiness remain pending.

Requirements locked; forecasting assumptions, Practice DNA configuration, capacity model, and query design remain pending; not production ready.

Requirements locked; provider abstraction documented; payment and financing APIs are not connected; legal/compliance review required.

Requirements locked; carrier performance, denial, appeal, attachment, and variance intelligence are pending; no payer integrations connected.

Requirements locked; balance reason, owner, next step, due point, and resolution path are documented; collections automation is not implemented.

Requirements locked; patient-interest-first language and feasibility gates are documented; clinical authority remains with the doctor.

Requirements locked; active engagement workflow and clinical documentation boundaries are documented; not implemented.

Requirements locked; warm, formal, barrier-aware communication requirements are documented; communication automation not connected.

Requirements locked; live queue, ranking groups, time degradation, and reliability standards are documented; no live re-ranking engine built.

Requirements locked; task research package requirements are documented; no persistent role task engine implemented.

22 source references indexed; all require manual review because original files were not available.

7 Role Blueprints are drafted from current source references and role philosophy.

Decision Library 100 drafts are generated and tracked with source, owner, correction path, coaching, and automation level.

13 readiness categories are defined with checkpoints, risks, owners, and correction paths.

100 Decision Library automation mappings are classified by autonomy level.

100 Decision Library query requirements plus 15 Recover Intelligence query contracts are mapped without SQL.

Field dictionary is drafted for Executive Brief V1, analytics, recommendations, evidence, Practice DNA configuration, future Open Dental read models, and learning events. No production field validation has started.

Planning artifacts are updated for self-hosted Open Dental on practice-controlled AWS infrastructure. API access remains blocked, so an export-based bridge strategy is documented. Live connection, credentials, SQL, ShortQuery, public API exposure, PHI access, and service changes remain blocked until AWS/Open Dental administrator confirmation.

Architecture complete; local import storage selected; provider, appointment, treatment, A/R, patient scheduling, and recall definitions drafted; validation and mapping engines started; normalized data snapshot implemented; Import Center and Recover export labels wired; rollback/security review/real export testing remain pending.

Recover route has an Executive Brief, evidence drawer, confidence labels, owner, due time, bounded action level, and analytics handoff. Further improvements are paused until Briefing is approved.

Data to Signals to Decision Rules to Confidence to Recommendation to Outcome to Practice Memory is documented and partially implemented.

Current engine labels deterministic, predictive, and inferred recommendations based on verified signal count.

Recommendations are sorted into right-now, protect-today, prepare-tomorrow, monitor, and analytics-only buckets.

Evidence Drawer shows direct facts, supporting metrics, decision rules, practice boundaries, timestamps, notes, and confidence basis.

Autonomy levels and practice boundaries are documented and checked before Recover recommendations.

Outcome structures are ready for later persistence of completed, ignored, dismissed, and realized-impact events.

Configured boundaries define role authority and approval requirements before Kay can prepare or execute work.

Recover is drafted and paused. Briefing is now the only active sprint.

Architecture documented; schema drafted; development repository connected; memory candidate rules created; approval workflow created; /practice/memory available; Recover evidence integration added; production database, authentication, HIPAA configuration, Open Dental, and AI API remain not connected.

Founder observations are now routed into Decision Library entries, signals, query requirements, role updates, Practice DNA, automation candidates, and UI refinements.

Founder demo data is refreshed from data/demo-spreadsheet with npm run refresh:data and displayed with a last-refreshed timestamp. It is not an operational source.

No original source files were committed; sensitive-risk references are documented for future review.

Documentation-first workflow, Git milestone tags, end-of-session GitHub checkpoint rules, and Kay Operating Principles are documented.

Demo route, story flow, mock-data disclosure, role guidance, and learning vision are documented for founder-led walkthroughs.

Secure repo, product docs, app shell, and mock-data baseline.

Premium Kay OS shell with morning brief and core navigation.

Decision Library 100 is drafted with query requirements and automation mappings; SME review remains required.

Hold Open Dental validation until Recover founder review produces the next requirements set.

Rank what matters now, show evidence, respect boundaries, then coach the owner through the next best action.

Executive Memory foundation is drafted with schema prep, development repository, candidate rules, retention rules, review route, and Recover evidence example.

Connect reasoning once data, rules, and memory contracts are reliable.

Harden auth, deployment, monitoring, permissions, and real data access.