Roadmap¶

In Progress 16

Appointments: near-real-time Doctolib ingestion

Backend dead-code sweep (2026-05 audit long-tail)

BE register — Star Dental / Asterisk, two-layer (shares + Entitlement)

Imports: GL_REGL practitioner-less lines rejected every run (bank cash deposits) Area: imports Effort: small

Infrastructure: Alerting Reliability Area: infra Effort: medium

Infrastructure: Secret Management & Backup Improvements Area: infra Effort: medium

Pennylane sync — migrate the source from Redshift to REST API v2 Area: pennylane_sync Effort: large

Canonical group seed — narrative bootstrap

groupe-suffren.com — Revamp Benchmark & Direction

groupe-suffren.com Revamp — Delivery Plan

groupe-suffren.com Revamp — Phase 0 Positioning Workshop

`/rejoindre` — Strawman page (Phase 1)

Websites CMS — Visual Editing (live preview + drafts)

Websites — Helios single-build convergence (Aletheia blocks as the source) Area: websites Effort: large

Practice Logo-Mark Library — curated pool + on-demand bespoke generation

Websites — personalisation / duplicate-content audit report Area: websites Effort: medium

Backlog 90

Agent: ACTES_2 / GL_REGL column ↔ value misalignment (SELECT * positional drift) Area: agent Effort: small-medium

Agent — ACTES_2 COUNT(*) ghost-record blocks export Area: agent Effort: small

Agent: CIVIL.FIC Additional Columns Area: agent Effort: small

Agent: Code-sign the build (Authenticode) Area: agent, Effort: medium

Agent: Data Quality Gates & Monitoring Area: agent, Effort: medium

Agent: Installer AV/EDR allow-list step Area: agent, Effort: small

Agent: Ship Full Logs + Crash State to the Server Area: agent, Effort: medium

Agent: NDJSON + Hash-Manifest Pipeline Area: agent Effort: large

Agent: Retry Window After Failure Area: agent Effort: small

Agent: Self-Update Swap Lock — Misreport + Stalled-Run Watchdog Area: agent Effort: small

Use API-provided display labels as fallback Area: annuaire Effort: small

FINESS Data Enrichment Area: annuaire Effort: medium

Annuaire: org_key consumer sweep — bootstrap-ready + forward-correct Area: annuaire Effort: small

Annuaire — retire the legacy change-detection engine + orphaned artifacts

ATS careers — public apply go-live hardening Area: ats Effort: small

Practice-scope the parent-fetch child CRUD + non-single-object sync triggers (security) Area: dentists Effort: medium

Authentication roadmap — reset now, SSO / passkeys / vault later

Backend: rename misnamed `*_namespace_tables.py` migrations that don't change schema Area: backend Effort: small

Backend: add `make audit-schema-drift` to detect managed/unmanaged ↔ schema mismatch Area: backend Effort: small

Budgets — Excel: P&L assumptions + entity-scoped budgets Area: budgets Effort: medium

Budgets — retire unwired models + dead service methods

Captable browser smoke — May 2026 supplemental findings Area: captable Effort: medium

Captable legal register exports Area: captable Effort: small

Captable: warrants (BSA / BSPCE) + full conversion ratio support Area: captable Effort: medium

Cleanup unwired Celery tasks — wire or delete

Collection: Replicate Production Uploads to Staging Area: collection Effort: small

Converge model field-clusters + form boilerplate into core bases

Converge the ETL / ingestion scaffold into shared bases

Converge list views onto the core list mixins

Converge duplicated template fragments into shared components

core — shared parsing/text/date utils module

Booking-device chart: get the data back from Doctolib, or drop the chart Area: dashboard Effort: small

Dashboard card info popovers: roll out the `{% card_info_popover %}` pattern Area: dashboard Effort: small

Define a richer "Internal" grouping scheme Area: dashboard Effort: small

Tighter Procedure ↔ Appointment join for per-visit metrics Area: dashboard Effort: medium

Dentist onboarding portal Area: dentists Effort: large

dentists — genericize the 12 child-CRUD views

E-signature provider-API integration (DocuSign / Yousign)

Entities: distinguish external companies from group companies Area: entities Effort: small-medium

Greffe coverage — persisted worklist (V2) Area: entities Effort: medium

Legal-corpus extraction — deal-bible inbox (FR/BE) → register evidence Area: entities Effort: large

Finance consolidation: derive from the register, retire `group_consolidation.json`

Finance: Dual-view "as-reported" vs "restated" toggle Area: finance Effort: medium-large

Finance filter: fold scope + period into the generic mixins Area: finance Effort: medium

finance_workflow — wire the write path, or shelve the app

Financing module — debt-servicing engine (deferred) Area: register Effort: large

Hook: detect templates whose form uses SearchSelect but doesn't include form-search-select.js Area: tooling Effort: small-medium

Combo HR Integration Area: hr Effort: large

Silae Payroll Integration Area: hr Effort: large

imports — collapse the 5×/4×/6× import boilerplate

Ingestion audit follow-ups (deferred 2026-06-23)

Retire the server-side encoding pass (agent becomes sole cleaner)

Infra — dev override bind hygiene + rotate burned dev creds Area: Infra Effort: small

Infra — confirm/gate `docs.groupe-suffren.com` access Area: Infra Effort: small

Off-Site Backup for Irreplaceable Data Area: infra Effort: small

PgBouncer in Front of shared_postgres Area: infra Effort: small-medium

Legal classify — Celery + Anthropic-API task (Phase B) Area: legal Effort: small

Operation grouping — a transaction/closing layer above movements & assemblies

Monitoring: Log-Based Alerting via the Loki Ruler Area: infra, Effort: small

nomos_ccam — retire the orphaned live-search subsystem

Patients: Doctolib ↔ Aletheia/Logosw divergence

Pay: associate remuneration (rétrocession)

payments-deletion-controls

Pennylane bridged data — three open DQ flags Area: pennylane_sync Effort: small

Pennylane prosthetics sync — enable the pipeline Area: finance Effort: small

People: affiliation curation (trombinoscope override table)

PRM — patient recalls & no-show follow-up Area: prm Effort: large

PRM — Patient Relationship Management Area: new Effort: large

Register: share-premium reconciliation & entity valuation Area: register Effort: large

Migrate static assets to per-app layout Area: infra Effort: medium

Testing: coverage regression gate — enforcement + visibility Area: testing Effort: medium

Testing: sweep high-risk 0%-coverage modules Area: testing Effort: large

UI: Sweep date inputs to the new hybrid widget Area: ui Effort: medium

UI: purge nested `` / `class="small"` inside `table-dense` cells Area: ui Effort: small

UI: tokenise avatar/photo sizing if it recurs Area: ui Effort: tiny

UI: tokenise progress-bar dimensions if they recur Area: ui Effort: tiny

**Status:** Provisional — surfaced by the 2026-04-20 graduation of `guidelines/ux/feedback-and-confirmation.md`. Confirm or delete.

**Status:** Provisional — surfaced by the 2026-05-01 graduation of `guidelines/ux/microcopy.md`. Confirm or delete.

> **Status:** Provisional — surfaced by the 2026-05-01 graduation of `guidelines/ux/navigation.md`. Confirm or delete.

Websites: T3 Helios manifest drift test Area: websites Effort: small/medium

Websites — Clinical sign-off of the platform illustration library Area: websites Effort: small

Websites — revisit dropping `related_pages` from the API Area: websites Effort: small

Workplan — Improvements & Follow-ups

Workplan: Tree-mode drag-and-drop reparenting Area: workplan Effort: medium

Workplan: Tree-mode KPI rollup on parent rows Area: workplan Effort: medium

Workplan: Tree-mode `+ enfant` elegant in-place swap Area: workplan Effort: small

Workplan: weekly-review meeting screen polish Area: workplan Effort: small

Ideas 36

Accounts: Additional User Roles

Backend: pick one style for raw-SQL references to `nomos.*` tables (qualified vs bare)

Claude working setup — make the style rules actually hold

Clinical: Knowledge Platform (référentiel + academy + veille)

CRM: M&A Due-Diligence Room

Dashboard: Analytics & KPI Dashboards

dashboard-collection-bank-reconciliation

Dashboard: Custom Report Builder

Idea: M1 → M2 cascade on GL mapping rule form

HR: Employee Onboarding Portal (all employees, not only dentists)

HR: Internal Planning Rebuild (replace Combo, feed Silae direct) Area: hr Effort: large

**Status:** Provisional — surfaced by the 2026-05-01 graduation of `guidelines/ux/microcopy.md`. Confirm or delete.

Imports: AJAX Progress & Notifications

Infrastructure: Multi-Factor Authentication & Security

Doc-driven register operations (going-forward: bible → match-or-create → confirm)

Questions et Remarques sur les Exports LogosW

Marketing: Catchment & Market Intelligence

Marketing: Unified Marketing Cockpit

Marketing: Google Reviews & E-Reputation Module

Marketing: Local SEO & Listings Management (the outbound half)

Marketing: Patient Acquisition Performance Tracking

Marketing Platform — pillar vision & sequencing

Marketing: Referral Channels (patient parrainage + referring-dentist CRM)

Marketing: Satisfaction → Review Funnel (the NPS bridge)

Marketing: Social-Media Presence Management

Nomos CCAM: Advanced Features

payments-reconciliation-automation

RCM: Revenue Cycle Management Platform

Register UX/UI Audit — April 2026

UI: converge `badge-entity-*` to a single naming scheme

UI: add a `SearchSelect` example to the form skeleton

UX: Active Alerting (passif → actif)

**Status:** Provisional — surfaced by the 2026-04-20 graduation of `guidelines/ux/feedback-and-confirmation.md`. Confirm or delete.

UX: Patient-Facing Self-Service Portal

> **Status:** Provisional — surfaced by the 2026-05-01 graduation of `guidelines/ux/navigation.md`. Confirm or delete.

Websites — per-practice blog authoring (Phase 3)

Done 97

Agenda analytics — operational dashboard at `/agenda/` Area: dashboard Effort: large,

Agent: One-Shot Bootstrap Installer Area: agent, Effort: medium

Agent v4: Server→Agent Control Channel (fast update, on-demand rerun, config push) Area: agent, Effort: large

Agent: csv.writer Migration Area: agent Effort: small

Agent: Housekeeping — Updates Pruning, Archive Compression, Log Relocation Area: agent Effort: small

Agent: Resilience & Early Bail on Server Failure Area: agent Effort: small

Agent: Self-Configuring Paths (self-contained dirs + auto-detected source/export) Area: agent Effort: small

Agent: Self-Update Mechanism Area: agent Effort: medium

Done: geocode annuaire orgs as a bootstrap + sync step

Annuaire: stable Organization identity + position continuity across ANS reinit gaps Area: annuaire Effort: medium

Practice-scoping gaps on object views (security) Area: core Effort: medium

Backend: restore soft-delete on the DeleteViews broken by the Django 5.2 upgrade Area: backend Effort: medium

Budgets: Excel export/import of budget assumptions Area: budgets Effort: medium

Captable Improvements Area: captable Effort: large

Codebase audit — dead code / simplification / convergence (2026-05)

Collection: Alert on Batch Failures Area: collection Effort: small

Collection: batch never settles when orchestration outlives its time limit Area: collection Effort: small–medium

Collectors: provision and rotate credentials from Aletheia, not ssh Area: collection Effort: medium

Collection → ELT pipeline (epic / coordinating doc) Area: collection Effort: xl

Extract Logosw into its own app; make `collection` the shared collector kernel

Collection: "Full re-export" dashboard button Area: collection

Collection: Allow Partial Batch Imports Area: collection Effort: medium

Core: Phase 1 Foundation Area: core Effort: large

Core: Reset Test Data Tools Area: core Effort: small

CRM: DSO Practice Acquisition Pipeline Area: crm Effort: large

Doctolib completeness tracker — practice-dashboard card

Dashboard CCAM grouping: pluggable schemes + faithful Logosw mapping

E-signature provenance — capture signing authority + reference (DocuSign / Yousign / …)

Document extraction & OCR — platform capability (`apps/documents`)

Garbage text-layer (`needs_ocr` false-negative) — a *quality* gate on extraction

Partial-scan `needs_ocr` false-positive on text-rich documents

Document repository + domain consumers — one byte store, many meanings Area: documents Effort: large

Entity legal-document store + register linkage

Entities CRUD on the website

Finance: Consolidated Cash Flow statement

Finance: Drill-down UI from report line to GL entry

Helios domain onboarding — wildcard the preview, decouple identity, single-source the registry

HR: Applicant Tracking System (ATS) linked to Helios + group website

ATS feature benchmark: Recruitee — the bar to replace and beat

ATS minimal schema draft (`apps/ats`)

i18n Audit Report — Exhaustive List of Violations

i18n French-source convergence — 2026-04-18 execution record

i18n: rewrite English model source strings to French source

i18n: sweep templates and views for English-source drift back to French

i18n: wrap hardcoded user-facing strings in views (imports + sync) Area: i18n Effort: small

Imports: Capture & Reconcile Bad CSV Lines (stop silent row loss) Area: imports Effort: small

Imports: Bulk Operations, Error Export & Progress Tracking Area: imports Effort: medium

Imports: Agent Encoding & Semicolon Fixes Area: imports Effort: small

Imports: GL Payment Cleanup (Phase 6) Area: imports Effort: small

Imports: GL-Based Payment Model Redesign Area: imports Effort: large

Imports: ELT large-load path (staging COPY + set-based merge, resumable) Area: imports Effort: large

Imports: Logging & Memory Optimization Area: imports Effort: small

Imports: Reap & Auto-Rerun Stuck Imports Area: imports Effort: small

Infrastructure: Monitoring, Observability & Alerting Area: infra Effort: large

Infra — perimeter hardening (exposed dev stack + IPv6 gap)

Legal document deletion workflow — "À supprimer" état on SoftDeleteModel

Documents juridiques — front-office (list + import + auto-tag review)

P4 matching — empirical findings: blind import vs. LU seed vs. ground truth

Legal matcher — deterministic noise reduction Area: legal

Finance & Cap Table Planning Session Summary

Pennylane Redshift: surviving the first load of a dated ledger Area: pennylane_sync Effort: medium

Pennylane sync: schema drift vs live DB/API before relaunch Area: pennylane_sync Effort: small

People: central `Person` master-data model

procedures-payments-banking-date-basis

Register — cap-table & movement import capability Area: register Effort: large

Register — Luxembourg shareholder-register import (Suffren / Menthe stack) Area: register Effort: medium

Register holders UX rework

UI Design Audit & Polish Area: UI/CSS Effort: medium

UI design-system: fix mechanical rule violations surfaced by 2026-04 audit Area: ui Effort: small-medium

UI: audit forms.Select FK pickers for SearchSelect migration candidates

UI: tokenise hardcoded colors in module CSS (register, captable, crm, date_picker) Area: ui Effort: medium

Website Pages Audit & Improvement Plan

Cosmos — code review punch list (2026-07 repo review)

Websites — Block schema validation audit + active enforcement Area: websites Effort: small

Websites CMS block-form buildout — schema parity + best-in-class editing UX

Websites CMS ↔ Helios consistency audit — June 2026

Websites — Aletheia→Helios on-demand revalidation (finish the half-built webhook) Area: websites Effort: medium

Websites — converge every image field onto the library media picker Area: websites Effort: medium

Image variant storage convergence (sidecar JSON vs DB column) Area: websites Effort: medium

Multi-file drop zone for media uploads

Websites — Page tree row enrichment + readiness signal

Websites — Curated platform image library (C10) Area: websites Effort: medium

Websites — retire the image variant pipeline (Helios owns responsive images) Area: websites Effort: medium

Websites — retire `PatientNeed` Area: websites Effort: small-medium

Websites app — review hardening (2026-07 module review)

Websites — collapse ServiceCategory into a Page tree Area: websites Effort: large

Helios shared-base buildout Area: websites Effort: large

Shared website content → DB authoritative (editable shared pages) Area: websites Effort: large

Websites — Shared content as source of truth (registry + content split)

Plan — replace Phase 2b's 12 manual batches with one generator-driven cut

Websites structure realignment — reconcile spec, contract, code, build Area: websites Effort: large

Websites — trim API payloads to what Helios actually consumes Area: websites Effort: small

Workplan: Hiérarchie (tree) view for Action list Area: workplan Effort: medium

Workplan: Project Layer + Type Convergence Area: workplan Effort: medium

Workplan — Routines & Template Projects Area: workplan Effort: medium

Workplan — Edit a template after creation Area: workplan Effort: small–medium

Workplan: Rework the weekly priority review (group-scoped, snapshot-based) Area: workplan Effort: medium