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WiseAI Realtor — Build Roadmap & Status

The plan-of-record. We are design-first: lock UI/UX + the systems specs, THEN wire to existing code. As of 2026-06-27 the design + spec phase is largely complete; wiring + the VOW/sold-data track are the major remaining build phases.

Where it lives​

  • Canonical knowledge: knowledge/products/wiseai-realtor/ (17 docs — see START-HERE.md for the routed index; vow-sold-data-track.md added 2026-06-27).
  • Visual mockups: C:\dev\realtor-mockups\ (30 standalone HTML screens + index.html gallery; Phase 4/5 added onboarding-wizard, website-pages/editor/tracking-compliance, mobile-backend, states, the 4 template families, team-permissions, and the 2 VOW consumer screens).
  • Shipped code: churchwiseai-web main — src/lib/real-estate/*, src/components/templates/RealEstate*, src/app/s/[slug]/*, src/app/api/real-estate/*, voice-agent-livekit/verticals/real_estate/. Map: do-not-reinvent.md.

Locked decisions​

  1. Knowledge home = canonical knowledge/products/wiseai-realtor/ (no parallel silo).
  2. Real estate = a vertical of WiseAI Agency, served on the Pro Website path (/s/[slug], custom domains).
  3. Website hosting = BOTH hosted + bring-your-own, as tiers (backend identical).
  4. Website management lives in the unified dashboard (nav pillar); visual editor = launched focus mode.
  5. Design direction = Workflow-Rail shell + per-archetype layouts, navy=chrome / teal=action / gold=celebration.
  6. Smart Lists = dynamic; language lists are per-agent (never hardcoded).
  7. Listings: DDF is inbound-only (no push to REALTOR.ca); manual listings = coming-soon/exclusive only; feature + reorder via a display overlay (feed listings are read-only) — beats SellingToolz's no-drag limitation.

Status by phase​

✅ Phase 0 — Already shipped to production (before this initiative)​

RE Pro Website (template, site-config registry, 14 guides, listing detail + maps, QR scan-to-lead, blog, Reviews Engine Phase 2, Listing Studio, content editor) — PR #1017 + ~16 follow-ons. DDF active-listing sync LIVE (PR #1064; Beckett c01 = 11 real listings). Multilingual chat live; Punjabi voice line live (2026-06-27). See do-not-reinvent.md.

✅ Phase 1 — Discovery, IA & design direction (DONE)​

6-agent competitor research → competitive-analysis.md; information-architecture.md; design-direction.md; compliance-privacy-analytics.md.

✅ Phase 2 — Backend mockups (DONE, founder-approved)​

Dashboard, Leads (+ Smart-List builder), Contact record, Conversation inbox, Content Studio, Listings, Settings/Integrations, Website template-picker + brand kit, + 2 public templates (Local Authority, Luxury Editorial) with consent banner + compliant footer.

✅ Phase 3 — Completeness QA + systems-layer specs + differentiator screens (DONE)​

  • QA gap audit + Canadian-market research → backend-completeness-audit.md.
  • Systems specs: data-model.md, auth-rbac.md, identity-consent-model.md, ai-guardrails.md.
  • Screens: agent-config (Voice+Chat), QR campaigns, Analytics, Calendar & Tasks, Deals (Active Business Hub), Reviews & Automations.
  • QA correction: RE leads = local_business_leads (not church voice_*).

✅ Phase 4 — Remaining design (DONE 2026-06-27, QA-passed)​

Built across two waves of parallel design agents (9 total), each headless-Chrome verified; orchestrator ran an independent adversarial QA pass on every screen (token/shell parity, the 10 anti-patterns, compliance must-haves, locked decisions) — all passed.

  • Onboarding / concierge wizard (onboarding-wizard.html) — productized done-for-you 8-step wizard; the brokerage-identity compliance gate disables launch until valid; province-aware (RECO/BCFSA/RECA/OACIQ + QC French); per-agent languages; inbound-only; gold launch celebration.
  • Website builder pillar — website-pages.html (page library mirroring the real /s/[slug] sub-pages, draft/SEO states, per-row languages, reorder), website-editor.html (launched focus-mode 3-pane visual editor driving the existing WebsiteEditor draft/publish; Aria AI assist w/ fair-housing guard; DDF read-only-but-feature/reorder rule surfaced), website-tracking-compliance.html (the publish-gating compliance dashboard — brokerage-identity invariant w/ live footer preview + MLS®/REALTOR®/DDF + PIPEDA/Law 25 + AODA AA + Canada hosting).
  • Mobile / responsive pass (mobile-backend.html) — 7 device frames (rail→bottom tabs, table→cards, drawer→full sheet, inbox thread-push, hot-lead lock-screen push, listings, quick-add) + responsive strategy; (states.html) — empty/skeleton-loading/DDF-down/integration-disconnected/send-failure (manual, never auto-send)/offline-PWA/validation/no-results/RBAC-commission-hidden.
  • Identity harmonized (DONE): all screens now use one canonical demo identity — Sutton Group Preferred Realty Inc., Brokerage · 591 Dundas St, Woodstock, ON N4S 1C9 · 519-537-1553 · Salespersons · brokerage RECO 4312885 (placeholder — confirm the real RECO #/address before any Beckett-facing use). grep-verified zero drift across onboarding/tracking/pages/editor.
  • 4 template families (DONE): site-signature-agent.html (warm personal brand, serif + signature), site-modern-team.html (slate/Space-Grotesk, agent-cards + smart-match routing), site-multilingual-community.html (EN/FR/ਪੰ/中文/हि switcher, Gurmukhi hero, gurdwara/Khalsa-Drive framing, native-review disclaimers — the Beckett pitch), site-brokerage-pro.html (corporate navy, 38-agent directory, recruiting). All carry the verbatim consent banner + compliant footer; genuinely distinct families, not recolors.
  • Security / multi-user (DONE — founder ask): auth-rbac.md enriched with research §8 (FUB/BoldTrail/Lofty/Sierra role validation; external_partner/lender + isa roles added; auth-method decision = passwordless magic-link/OTP default + password + Google/Microsoft SSO + MFA for financial roles; Law 25 §20 least-privilege as a legal requirement). New mockup team-permissions.html — roster (roles/scope/status/MFA), who-sees-what matrix with the commission/team/billing gates locked, sign-in panel, per-account legacy-link retirement, time-boxed external-partner (lender/lawyer) single-deal access.

🟡 Phase 5 — VOW / sold-data track (DESIGNED 2026-06-27; activation pending)​

Designed: scoping spec vow-sold-data-track.md (legal basis = Competition Bureau v. TREB → SCC denied leave 2018; VOW vs IDX vs DDF; the registration gate as consumer-expectation + legal-mechanism + #1 lead-engine; re_sold_listings/re_price_history/re_avm_estimates/re_consumer_accounts data model; consumer auth as a separate identity space from agent RBAC; VOW feed adapter as a sibling of ddf/client.ts; comp-based AVM with a published confidence range; phased activation plan) + 2 consumer mockups (site-sold-register-gate.html, site-sold-comps.html). Activation (not started): a board VOW feed (Beckett = PropTx) behind the consumer registration gate → unlocks sold comps + price history + true DOM + AVM (the HouseSigma-class bar). DDF has NO sold data — its own track. The long pole is non-engineering: the brokerage (Sutton/Beckett) must apply to PropTx for the DLA+IDX+VOW agreement (WiseAI listed as vendor/data recipient); engineering can build inert behind the gate first, like DDF. See the open [LEGAL]/[verify with board] items in vow-sold-data-track.md §9.

🟡 Phase 6 — Wire to code (IN PROGRESS)​

Implement the specs against churchwiseai-web. Status:

  • ✅ Data model + RBAC foundation APPLIED to prod (18 re_*/realtor_* tables, additive + inert; RLS deny-by-default) + the RBAC resolver (src/lib/real-estate/rbac.ts + rbac-server.ts, 40/40 tests). Branches feat/re-data-model-phase6 + feat/re-rbac-resolver-phase6 (unmerged).
  • ✅ Supabase Auth + the dual-auth bridge BUILT (2026-06-28) — per-user login (magic-link/OTP default + password + Google + Microsoft OAuth + MFA/TOTP), middleware x-realtor-* injection + anti-spoof, legacy /business/[token] → signed re_legacy cookie → synthetic owner, invite/accept (single-use, email-bound R6, inviter-role ceiling). Branch feat/re-auth-bridge-phase6 (stacked; unmerged). 55/55 tests + build green + security-reviewed. Resume: HANDOFF_WISEAI_REALTOR_2026-06-28_PHASE6_AUTH.md.
  • ⬜ Next: consent ledger + global suppression (re_consent_events/re_contacts); RLS policies + helper functions on local_business_leads (auth-rbac §3.3; deferred — authed dashboard still service-role); RE AI guardrails (chat/voice/SMS) + regression tests; wire the mockups to src/lib/real-estate/* + new APIs + owner_user_id stamping + the real /realtor/app dashboard. Inbound-only for outbound-comms safety until the CASL/DNCL gate ships.

⬜ Phase 7 — Compliance + launch hardening​

Brokerage-identity invariant, DDF attribution/trademark guards, CASL/consent, AODA WCAG AA, French/Quebec Law 25, Canadian-region hosting; counsel/brokerage sign-off.

Open decisions (need founder / counsel before Phase 6)​

  • Auth: Beckett default record visibility (own vs shared); are commissions in MVP scope.
  • Legal sign-off: CASL + Quebec Law 25 + recording-consent wording; data-residency posture.
  • Native-speaker review of Punjabi/Urdu guardrail + greeting copy before any ships.
  • IA Decisions #4 (content MVP scope) & #6 (analytics depth) — close them (mockups already imply answers).
  • ✅ DECIDED 2026-06-27 — "Aria" approved + locked as the AI-persona name (founder). Used throughout the mockups; safe to wire into voice/chat prompts + UI copy.

Doc inventory (knowledge/products/wiseai-realtor/)​

START-HERE · overview · do-not-reinvent · agent-onboarding · product-vision · ui-ux-design-directions · screen-blueprints · information-architecture · competitive-analysis · design-direction · compliance-privacy-analytics · backend-completeness-audit · data-model · auth-rbac (+ research §8) · identity-consent-model · ai-guardrails · vow-sold-data-track · build-roadmap (this).

Mockup inventory (realtor-mockups/)​

dashboard · leads · smart-list-builder · record · inbox · studio · listings · settings · template-picker · site-localauthority · site-luxury · agent-config · qr-campaigns · analytics · calendar-tasks · deals · reviews-automations · onboarding-wizard · website-pages · website-editor · website-tracking-compliance · mobile-backend · states · site-signature-agent · site-modern-team · site-multilingual-community · site-brokerage-pro · team-permissions · site-sold-register-gate · site-sold-comps · index (gallery). (30 screens + gallery; latest additions — 4 template families + Team & Permissions + 2 VOW consumer screens — bold.)