Close readiness
Finance Supabase gates for identity review, contract-term approval, and exceptions before any payout calculation or close lock can exist.
Phase 6 reporting readiness
Phase 5 acceptance must be current before read-only Phase 6 reports can be checkpointed.
Phase 6 reporting readiness hash 27fe40d21ca3 · checkpoint missing · reports replace XLSX blocked
Reporting package: blocked · hash 37f16d80e418 · months 0/6 · manifests 0 · rows 0
Report artifacts: blocked · package 0daab8161d1a · publisher report fac32cdab2ce · CFO report 4e525c3dca02 · source manifest f855775fad7d
Artifact rows: publisher economics 0 · CFO months 0 · artifact checkpoint missing
Controlled close-lock preflight: blocked · hash 56b801a51ef5 · ready periods 0 · selected none · checkpoint missing
Downloadable reports: blocked · package 87e984aa657f · files 3 · bytes 1469 · checkpoint missing
Served download review: blocked · hash d9992f85eb4b · files 3 · bytes 1469 · checkpoint missing
Close-lock approval packet: blocked · hash 17257784ef75 · selected none · preflight missing · downloads missing · checkpoint missing
Controlled lock execution plan: blocked · hash ee494a96eab7 · selected none · steps 1/5 · mutation approved no · checkpoint missing
Controlled lock dry run: blocked · hash a531b16f72b1 · current missing · simulated locked · checks 1/6 · mutation executed no · checkpoint missing
Dry-run review: blocked · hash a0bbe7d563b1 · selected none · reviewed checks 1/6 · mutation approved no · checkpoint missing
Mutation authorization packet: blocked · hash 604b5a1a5831 · selected none · checks 3/6 · mutation approved no · checkpoint missing
Commit readiness packet: blocked · hash cb081c3c37f1 · selected none · checks 3/6 · mutation executed no · checkpoint missing
Mutation approval boundary: blocked · hash 97ab225cf570 · selected none · checks 3/6 · mutation approved no · checkpoint missing
Lock release candidate: blocked · hash ac8f89b0d612 · selected none · checks 3/6 · mutation executed no · checkpoint missing
Mutation approval request: blocked · hash 91bbfeda2ac6 · selected none · checks 3/6 · mutation approved no · checkpoint missing
Mutation approval request review: blocked · hash d387d12f5a98 · selected none · reviewed checks 3/6 · mutation approved no · checkpoint missing
Explicit mutation approval: blocked · hash 60d429e757ae · selected none · checks 3/6 · mutation approved yes · mutation executed no · checkpoint missing
Controlled lock execution: blocked · hash 89a6329f4fbf · selected none · checks 3/6 · mutation approved yes · mutation executed yes · checkpoint missing
Post-execution verification: blocked · hash 72a49939c19f · selected none · checks 1/6 · locked by none · checkpoint missing
Reports replace XLSX certification: blocked · hash e4a710ac41c7 · selected none · checks 1/7 · ready no · checkpoint missing
Close completion certificate: blocked · hash 3a9879e3f810 · selected none · checks 1/5 · locked by none · checkpoint missing
Post-completion audit packet: blocked · hash f84f6023517b · selected none · checks 1/5 · ready no · checkpoint missing
Phase 6 completion checkpoint: blocked · hash 64925c1ecf70 · selected none · checks 1/5 · ready no · checkpoint missing
Phase 7 historical regression checkpoint: blocked · hash 86bbc6785152 · months 0/6 · stale 0 · selected none · checks 1/5 · checkpoint missing
Phase 7 spreadsheet independence checkpoint: blocked · hash e8502b304bec · selected none · reports replace XLSX no · CSV fallback missing · checks 1/5 · checkpoint missing
Phase 7 automated regression readiness: blocked · hash 6632e5967acb · months 6 · commands 8/8 · checks 2/5 · checkpoint missing
Phase 7 automated regression execution plan: blocked · hash ed13910bf184 · mode manual_read_only · commands 8 · steps 1/5 · checkpoint missing
Phase 7 automated regression dry run: blocked · hash 6bdf6e99a9ab · simulated not_executed · commands 8 · months 6 · checks 3/5 · checkpoint missing
Phase 7 automated regression dry-run review: blocked · hash 8b589aa69d76 · simulated not_executed · commands 8 · months 6 · checks 0/0 · checkpoint missing
Phase 7 automated regression run authorization: blocked · hash b69a9d1be831 · future mode future_approved_runtime_only · checks 3/6 · checkpoint missing
Phase 7 automated regression commit readiness: blocked · hash 6d6a5f4bf65b · mode manual_read_only · checks 3/6 · checkpoint missing
Phase 7 automated regression approval boundary: blocked · hash 484369997ecd · approved no · checks 4/6 · checkpoint missing
Phase 7 automated regression release candidate: blocked · hash d1854882f1b7 · approved no · checks 4/6 · checkpoint missing
Phase 7 automated regression approval request: blocked · hash f74cd3805c3c · approved no · checks 4/6 · checkpoint missing
Phase 7 automated regression approval request review: blocked · hash 075239e4e64d · approved no · checks 0/0 · checkpoint missing
Phase 7 automated regression execution readiness: blocked · hash 55e58249d145 · required approval yes · checks 3/6 · checkpoint missing
Phase 7 completion checkpoint: blocked · hash bbe8b6423c7c · mode future_approved_runtime_only · required approval yes · checks 3/16 · checkpoint missing
Publisher economics dashboard: 0 publishers · 0 rows · accrual 0 · cash 0 · deposits 0 · variance 0
CFO dashboard: publisher spend 0 · accrual 0 · cash 0 · deposit remaining 0 · source coverage ce992e9b8c18
Variance/source readiness: explained 0 · unexplained 0 · source trace gaps 0
Phase 6 blockers: phase_5_finance_acceptance_not_current
Phase 7 regression checks
Required historical publisher-month backtests are checkpointed
blocked · phase_7_historical_backtests_unavailable · evidence none
Monthly backtest checkpoints are current
blocked · phase_7_monthly_backtest_checkpoint_state_unavailable · evidence none
Phase 5 completion is accepted by Finance
blocked · phase_7_phase_5_completion_not_accepted · evidence none
Phase 6 completion checkpoint is current
blocked · phase_7_phase_6_completion_checkpoint_not_current · evidence none
Historical regression checkpoint remains read-only
ready · ready · evidence none
Phase 7 spreadsheet independence checks
Phase 6 completion checkpoint is current
blocked · phase_7_spreadsheet_independence_phase_6_completion_missing · evidence none
Phase 7 historical regression checkpoint is current
blocked · phase_7_spreadsheet_independence_regression_missing · evidence none
Phase 7 CSV fallback validation checkpoint is current
blocked · phase_7_spreadsheet_independence_csv_fallback_missing · evidence none
Reports replace XLSX for the selected month
blocked · phase_7_spreadsheet_independence_reports_not_ready · evidence none
Spreadsheet independence checkpoint remains read-only
ready · ready · evidence none
Phase 7 automated regression readiness checks
Commands: pnpm run validate:phase-1 · pnpm run validate:phase-23 · pnpm run validate:phase-4 · pnpm run validate:phase-5 · pnpm run validate:roadmap · pnpm run typecheck · pnpm run lint · pnpm run build
Phase 7 historical regression checkpoint is current
blocked · phase_7_automated_regression_historical_checkpoint_missing · evidence none
Phase 7 CSV fallback validation checkpoint is current
blocked · phase_7_automated_regression_csv_checkpoint_missing · evidence none
Phase 7 spreadsheet independence checkpoint is current
blocked · phase_7_automated_regression_spreadsheet_checkpoint_missing · evidence none
Phase 7 validation command catalog is available
ready · ready · evidence none
Automated regression readiness remains read-only
ready · ready · evidence none
Phase 7 automated regression execution plan
Mode: manual_read_only · commands: pnpm run validate:phase-1 · pnpm run validate:phase-23 · pnpm run validate:phase-4 · pnpm run validate:phase-5 · pnpm run validate:roadmap · pnpm run typecheck · pnpm run lint · pnpm run build
Verify automated regression readiness checkpoint is current
blocked · phase_7_automated_regression_readiness_checkpoint_missing · evidence none
Verify historical regression checkpoint is current
blocked · phase_7_execution_plan_historical_checkpoint_missing · evidence none
Verify CSV fallback validation checkpoint is current
blocked · phase_7_execution_plan_csv_checkpoint_missing · evidence none
Verify spreadsheet independence checkpoint is current
blocked · phase_7_execution_plan_spreadsheet_checkpoint_missing · evidence none
Stage read-only command execution plan
ready · ready · evidence none
Phase 7 automated regression dry run
Result: not_executed · mode: manual_read_only · commands: 8 · months: 6
Automated regression execution plan is current
blocked · phase_7_automated_regression_execution_plan_missing · evidence none
Automated regression readiness checkpoint is current
blocked · phase_7_automated_regression_dry_run_readiness_missing · evidence none
Regression commands are available
ready · ready · evidence none
Historical months are available
ready · ready · evidence none
Dry run remains read-only
ready · ready · evidence none
Phase 7 automated regression dry-run review
Status: blocked · mode: manual_read_only · result: not_executed
Dry run a81fad45d912 · plan d70c88dd7ae7 · blockers 2
Phase 7 automated regression run authorization
Status: blocked · planned mode: future_approved_runtime_only · mutation approved: no
Automated regression dry-run review is current
blocked · phase_7_automated_regression_dry_run_review_missing · evidence none
Automated regression dry run is current
blocked · phase_7_automated_regression_dry_run_missing · evidence none
Automated regression execution plan is current
blocked · phase_7_automated_regression_execution_plan_missing · evidence none
Dry run did not execute commands
ready · ready · evidence none
Authorization packet remains read-only
ready · ready · evidence none
External source writes remain blocked
ready · ready · evidence none
Phase 7 automated regression commit readiness
Status: blocked · planned mode: future_approved_runtime_only · mutation executed: no
Automated regression run authorization is current
blocked · phase_7_automated_regression_run_authorization_missing · evidence none
Automated regression dry-run review is current
blocked · phase_7_automated_regression_dry_run_review_missing · evidence none
Automated regression execution plan is current
blocked · phase_7_automated_regression_execution_plan_missing · evidence none
Authorization has not approved runtime execution
ready · ready · evidence none
Commit readiness packet remains read-only
ready · ready · evidence none
External source writes remain blocked
ready · ready · evidence none
Phase 7 automated regression approval boundary
Status: blocked · planned mode: future_approved_runtime_only · mutation approved: no
Automated regression commit readiness is current
blocked · phase_7_automated_regression_commit_readiness_missing · evidence none
Automated regression run authorization is current
blocked · phase_7_automated_regression_run_authorization_missing · evidence none
Approval boundary has not executed commands
ready · ready · evidence none
Runtime execution remains unapproved
ready · ready · evidence none
Approval boundary remains read-only
ready · ready · evidence none
External source writes remain blocked
ready · ready · evidence none
Phase 7 automated regression release candidate
Status: blocked · planned mode: future_approved_runtime_only · mutation approved: no
Automated regression approval boundary is current
blocked · phase_7_automated_regression_approval_boundary_missing · evidence none
Automated regression commit readiness remains current
blocked · phase_7_automated_regression_commit_readiness_missing · evidence none
Release candidate has not executed commands
ready · ready · evidence none
Runtime execution remains unapproved
ready · ready · evidence none
Release candidate remains read-only
ready · ready · evidence none
External source writes remain blocked
ready · ready · evidence none
Phase 7 automated regression approval request
Status: blocked · planned mode: future_approved_runtime_only · mutation approved: no
Automated regression release candidate is current
blocked · phase_7_automated_regression_release_candidate_missing · evidence none
Automated regression approval boundary remains current
blocked · phase_7_automated_regression_approval_boundary_missing · evidence none
Approval request has not executed commands
ready · ready · evidence none
Runtime execution remains unapproved
ready · ready · evidence none
Approval request remains read-only
ready · ready · evidence none
External source writes remain blocked
ready · ready · evidence none
Phase 7 automated regression approval request review
Status: blocked · planned mode: future_approved_runtime_only · mutation approved: no
Automated regression approval request is current
blocked · phase_7_automated_regression_approval_request_missing · evidence none
Automated regression release candidate remains current
blocked · phase_7_automated_regression_release_candidate_missing · evidence none
Approval request review has not executed commands
ready · ready · evidence none
Runtime execution remains unapproved
ready · ready · evidence none
Approval request review remains read-only
ready · ready · evidence none
External source writes remain blocked
ready · ready · evidence none
Phase 7 automated regression execution readiness
Status: blocked · planned mode: future_approved_runtime_only · runtime approval required: yes
Automated regression approval request review is current
blocked · phase_7_automated_regression_approval_request_review_missing · evidence none
Automated regression approval request remains current
blocked · phase_7_automated_regression_approval_request_missing · evidence none
Automated regression release candidate remains current
blocked · phase_7_automated_regression_release_candidate_missing · evidence none
Runtime execution has not started
ready · ready · evidence none
Runtime execution still requires explicit approval
ready · ready · evidence none
External source writes remain blocked
ready · ready · evidence none
Phase 7 completion checkpoint
Status: blocked · planned mode: future_approved_runtime_only · runtime approval required: yes
Automated regression execution readiness is current
blocked · phase_7_automated_regression_execution_readiness_missing · evidence none
Automated regression approval request review is current
blocked · phase_7_automated_regression_approval_request_review_missing · evidence none
Automated regression approval request is current
blocked · phase_7_automated_regression_approval_request_missing · evidence none
Automated regression release candidate is current
blocked · phase_7_automated_regression_release_candidate_missing · evidence none
Automated regression approval boundary is current
blocked · phase_7_automated_regression_approval_boundary_missing · evidence none
Automated regression commit readiness is current
blocked · phase_7_automated_regression_commit_readiness_missing · evidence none
Automated regression run authorization is current
blocked · phase_7_automated_regression_run_authorization_missing · evidence none
Automated regression dry-run review is current
blocked · phase_7_automated_regression_dry_run_review_missing · evidence none
Automated regression dry run is current
blocked · phase_7_automated_regression_dry_run_missing · evidence none
Automated regression execution plan is current
blocked · phase_7_automated_regression_execution_plan_missing · evidence none
Automated regression readiness is current
blocked · phase_7_automated_regression_readiness_missing · evidence none
Spreadsheet independence checkpoint is current
blocked · phase_7_spreadsheet_independence_checkpoint_missing · evidence none
Historical regression checkpoint is current
blocked · phase_7_historical_regression_checkpoint_missing · evidence none
Runtime execution still requires explicit approval
ready · ready · evidence none
Runtime commands have not executed
ready · ready · evidence none
External source writes remain blocked
ready · ready · evidence none
No publisher economics rows are ready for Phase 6 reporting yet.
| Period | Status | Updated | Actions |
|---|---|---|---|
| No close periods created yet. | |||
| Period | Status | Package summary | Latest audit | Action |
|---|---|---|---|---|
| Create a close period to assemble an evidence package. | ||||
| Period | Status | Prerequisites | Handoff audit | Action |
|---|---|---|---|---|
| Create a close period to assemble the finalization queue. | ||||
| Period | Event | Detail | Actor | Time |
|---|---|---|---|---|
| No close review audit events yet. | ||||
Close schema pending
Finance Supabase is missing tables required to evaluate close readiness.
Identity review
0
Pending entities, aliases, and identity links
Contract review
0
Pending contracts and terms
Exceptions
0
Open or under review
Source gaps
0
Close periods missing staged source evidence
Phase 5 publisher calculation completion
Close readiness state is not available.
Historical months: 0/6 · backtest checkpoints 0 · stale checkpoints 0 · ready periods 0 · latest completion checkpoint missing
Historical backtest plan: checkpointed 0/6 · ready to checkpoint 0 · blocked 0 · missing close periods 6
Publisher report manifests: 0 manifests · 0 rows · previews ready/blocked 0/0
Export manifest freshness: reviews current/stale 0/0 · artifacts current/stale 0/0 · handoffs current/stale 0/0
Facts 0/0 durable · unexplained variances 0 · remediation issues 0 · missing baselines 0 · source-trace gaps 0
Accrual mix: CPM facts 0 · revenue-share facts 0 · guarantee facts 0 · pass-through facts 0 · integration-fee facts 0
XLSX rows 0 · matched 0 · unmatched 0 · duplicate matches 0 · unexplained cash/deposit variances 0/0
Phase 5 source coverage matrix: 2 ready · 4 blocked · 1 not enabled · hash 709b43af6541
Phase 5 remediation plan: 0 items across 0 months · hash bc8162b43dcb
Phase 5 completion evidence package: blocked · hash 76299ac746d7 · close periods 0 · report manifests 0 · ready for checkpoint no
Phase 5 completion handoff packet: blocked · hash 4530ee2054fe · checklist ready/blocked 2/7 · Phase 6 reporting blocked
Phase 5 Finance acceptance: missing · accepted missing · handoff hash missing · Phase 6 reporting blocked
Missing historical months: 2025-11, 2025-12, 2026-01, 2026-02, 2026-03, 2026-04
Blockers: close_readiness_state_unavailable
Phase 5 completion handoff checklist
Historical monthly backtests: blocked · blockers 6
0/6 months covered with 0 stale checkpoint(s).
Durable fact and deposit artifacts: blocked · blockers 1
0/0 facts durable and 0/0 deposit entries durable.
Contract formula validation: ready · blockers 0
0 contract validation issue(s), 0 missing formula input fact(s).
XLSX baseline and variance explanation: ready · blockers 0
0 missing baseline(s), 0 duplicate match(es), 0 unexplained variance item(s).
Production source coverage matrix: blocked · blockers 4
2 ready, 4 blocked, 1 not enabled.
Publisher report manifests: blocked · blockers 1
0 manifest(s), 0 report row(s), 0 blocked preview(s).
Export review/artifact/handoff freshness: blocked · blockers 3
Current review/artifact/handoff 0/0/0; stale 0/0/0.
Completion evidence package: blocked · blockers 1
Evidence package 76299ac746d7 with 0 remediation item(s).
Phase 5 completion checkpoint: blocked · blockers 1
Latest completion checkpoint is missing.
Nov 2025-Apr 2026 backtest checklist
2025-11: missing close period
Create or sync the historical month close period, then record calculation/export readiness and publisher-month facts.
Blockers: month_close_period_missing
2025-12: missing close period
Create or sync the historical month close period, then record calculation/export readiness and publisher-month facts.
Blockers: month_close_period_missing
2026-01: missing close period
Create or sync the historical month close period, then record calculation/export readiness and publisher-month facts.
Blockers: month_close_period_missing
2026-02: missing close period
Create or sync the historical month close period, then record calculation/export readiness and publisher-month facts.
Blockers: month_close_period_missing
2026-03: missing close period
Create or sync the historical month close period, then record calculation/export readiness and publisher-month facts.
Blockers: month_close_period_missing
2026-04: missing close period
Create or sync the historical month close period, then record calculation/export readiness and publisher-month facts.
Blockers: month_close_period_missing
Phase 5 production source coverage
Gravity publisher spend: blocked · observed 0 · matched 0
Signed calculation output lines sourced from event-level publisher spend.
Blocker: phase_5_publisher_spend_source_coverage_missing
Next: Record and sign off output lines from event-level publisher spend before Phase 5 backtest signoff.
Approved publisher contracts: ready · observed 0 · matched 0
Approved Google Drive contract and term trace for every contract-term calculation.
Next: Resolve missing contracts, unsupported terms/models, missing pricing, formula inputs, and approved-term source trace.
Historical XLSX baseline: blocked · observed 0 · matched 0
Imported XLSX baseline rows matched exactly once to publisher-month facts.
Blocker: phase_5_xlsx_baseline_source_coverage_blocked
Next: Import missing baseline rows and resolve unmatched, duplicate, or missing publisher-month XLSX matches.
QuickBooks deposit evidence: blocked · observed 0 · matched 0
QuickBooks deposit candidates are present and matched into the publisher deposit ledger.
Blocker: phase_5_quickbooks_deposit_source_coverage_blocked
Next: Sync QuickBooks deposit records and resolve unmatched deposit candidates.
Rho deposit evidence: blocked · observed 0 · matched 0
Rho CSV deposit candidates are present and matched into the publisher deposit ledger.
Blocker: phase_5_rho_deposit_source_coverage_blocked
Next: Import Rho CSV deposit records and resolve unmatched deposit candidates.
Plaid production deposit evidence: not enabled · observed 0 · matched 0
Plaid production bank transactions when production bank coverage is enabled.
Next: No action until Plaid production coverage is enabled.
Finance variance explanations: ready · observed 0 · matched 0
Finance-reviewed explanations for accrual, cash timing, and deposit application variances.
Next: Record Finance-reviewed explanations for all remaining accrual, cash, and deposit variances.
The checkpoint writes only to `finance_audit_events`; it does not lock close periods or mutate source systems.
| Period | Completeness | Source evidence |
|---|---|---|
| Create a close period to evaluate source completeness. | ||
| Gate | Status | Evidence |
|---|---|---|
Identity review | Ready | 0 pending entities, 0 pending aliases, 0 pending identity links. |
Contract terms | Ready | 0 pending contracts and 0 pending extracted terms. |
Exceptions | Ready | 0 open exceptions and 0 exceptions under review. |
Source completeness | Ready | 0 close periods missing required Drive, Stripe, QuickBooks, Gravity, Rho, or Redshift spend evidence. |
| Exception | Source | Status | Created | Decision |
|---|---|---|---|---|
| No unresolved Finance exceptions. | ||||
| Event | Change | Created |
|---|---|---|
| No close-readiness checkpoints recorded yet. | ||