Roadmap

In Progress 5

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

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

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

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

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

Backlog 71

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

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

Agent: Upload Run Summary to Server Area: agent, Effort: small

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

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

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

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

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

FINESS Data Enrichment Area: annuaire Effort: medium

Annuaire: Detect legal restructurings vs real movements

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

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

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

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 — retire unwired models + dead service methods

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

Captable debt management (coupon / amortization) Area: captable Effort: large

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: Alert on Batch Failures Area: collection Effort: small

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

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

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

Entities CRUD on the website Area: entities Effort: medium

Finance: Consolidated Cash Flow statement Area: finance Effort: medium

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: Drill-down UI from report line to GL entry Area: finance Effort: medium

finance_workflow — wire the write path, or shelve the app

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

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

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

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

nomos_ccam — retire the orphaned live-search subsystem

Register holders UX rework Area: register Effort: medium

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 2026-04-20 graduation of `guidelines/ux/feedback-and-confirmation.md`. Confirm or delete.

**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.

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

Multi-file drop zone for media uploads Area: websites Effort: medium

Websites — revisit dropping `related_pages` + `favicon_url` 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 26

Accounts: Additional User Roles

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

Idea: Excel template export/import for budget assumptions

Clinical: Knowledge Platform (référentiel + academy + veille)

CRM: M&A Due-Diligence Room

Dashboard: Analytics & KPI Dashboards

Dashboard: Custom Report Builder

Idea: M1 → M2 cascade on GL mapping rule form

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

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

**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

Questions et Remarques sur les Exports LogosW

Marketing: Google Reviews & E-Reputation Module

Marketing: Patient Acquisition Performance Tracking

Nomos CCAM: Advanced Features

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 44

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

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

Captable Improvements Area: captable Effort: large

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

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

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

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

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

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

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

Finance & Cap Table Planning Session Summary

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

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

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

Websites — Page tree row enrichment + readiness signal

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

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

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