Review

2026-02-21 21:43 - Checkpoint

Verdict: Aligned Trigger: Phase boundary

Aligned:

• T-003, T-004, and T-005 satisfy Phase 2 YAML goals (year-specific header handling, organizations config, and complete REKAP removal).
• T-006 satisfies schema/type requirements (schema.ts constants plus SourceFileConfig extensions for type, merge_header_rows, and data_start_row).
• Boundary compliance maintained: Progress entries were appended per completed task and pnpm --filter @packages/pipeline test:type was run after TypeScript changes.
• Non-goals respected: no orchestration, EPN, or REKAP extraction work introduced.

Patterns:

• Year-specific header rules are applied consistently across 2023, 2024/2025, and 2026 config updates.
• Configs are converging toward explicit typed dispatch (type metadata), which supports upcoming extract/load refactors.

Recommendations:

• In T-007/T-009, enforce the intake canonical field decision to avoid month_intake schema drift.
• In T-011/T-014, remove remaining marketing_activity legacy surfaces so code matches YAML end-state.

2026-02-21 22:17 - Checkpoint

Verdict: Minor Deviation Trigger: Phase boundary

Aligned:

• T-007, T-008, and T-009 completed with implementation + tests for reader, referensi unpivot, writer overwrite guard, and extract CLI wiring.
• T-011 completed with CSV-first load path (read_csv_auto), empty-sheet handling, and removal of raw_marketing_activity creation.
• Frozen CSV boundary remains compliant and test-backed.

Deviations:

• Boundary evidence for pnpm --filter @packages/pipeline test:type was not explicitly recorded per task entry for T-007 through T-011 at first pass.

Patterns:

• Strong implementation-to-test pairing across extract/load modules.
• Plan documentation is consistently updated (Tasks, Progress, Summary) after each task completion.

Recommendations:

• Continue adding explicit typecheck evidence in Progress entries for every TypeScript task.

2026-02-21 22:21 - Checkpoint

Verdict: Aligned Trigger: Phase boundary

Aligned:

• T-012 and T-013 were completed in-scope for Phase 5 and satisfy validate-step goals.
• Progress, Tasks, and Summary states are synchronized (12/19 execution; T-012/T-013 marked completed).
• TypeScript boundary evidence is explicit in progress logs for both tasks (pnpm --filter @packages/pipeline test:type).

Patterns:

• Strong implementation-to-test coupling for validate checks and runner orchestration.
• Consistent compliance hygiene via append-only progress and periodic review checkpoints.

Recommendations:

• Preserve the same boundary evidence pattern for remaining TypeScript tasks.
• For Phase 6 dbt work, explicitly log uv run dbt run && uv run dbt test evidence per completed task.

2026-02-21 22:26 - Checkpoint

Verdict: Minor Deviation Trigger: Phase boundary

Aligned:

• T-014 through T-018 are completed and in scope for Phase 6 (dead model removal, validity flags, downstream filtering, audit view, schema tests).
• Plan tracking files remain synchronized (Tasks, Progress, Summary).

Deviations:

• Full dbt boundary evidence (uv run dbt run && uv run dbt test) was logged at phase end rather than explicitly per individual dbt-changing task entry.

Patterns:

• Verification improved progressively from targeted model runs to full-suite validation.
• Strong append-only task logging discipline was maintained.

Recommendations:

• Keep explicit full dbt run/test evidence near each future dbt task completion point.

2026-02-21 22:28 - Checkpoint

Verdict: Minor Deviation Trigger: Session checkpoint

Aligned:

• T-014 through T-018 delivered with passing dbt run/test and matching plan outcomes.
• T-019 verification/documentation steps are mostly complete (extract, sync, validate, AGENTS updates).

Deviations:

• T-019 format-content validation remains blocked because marts are empty after canonical CSV migration.
• Unblocking appears to require stg_* SQL alias updates, which are guarded by Ask-first boundaries.

Recommendations:

• Request explicit approval before touching staging SQL to restore mart/format population.

2026-02-22 11:24 - Checkpoint

Verdict: Minor Deviation Trigger: Phase boundary

Aligned:

• T-019a extract formatting/id rename work is implemented and verified (test:type, test, overwrite extraction across 2023-2026, spot checks).
• T-019b staging/intermediate refactor is complete and in-scope (direct canonical refs, identity split fields, staging period parsing, int_orders simplification).
• T-019c end-to-end checks are complete with non-zero marts/report output and passing dbt + pipeline tests.

Deviations:

• T-019a and T-010 remain in-progress only because commit steps are pending; commits were not executed without explicit user request.

Patterns:

• Canonical CSV boundary is now stable: extract handles value normalization, staging handles semantic parsing/translation.
• Verification quality improved by combining command-level checks with direct DuckDB assertions for row counts and revenue presence.

Recommendations:

• Request a single commit operation covering code + refreshed CSV snapshots to close T-010/T-019a.
• Run final plan checkpoint after commit and resolve legacy T-019 status (retain blocked context or cancel).

2026-02-22 11:41 - Checkpoint

Verdict: Minor Deviation Trigger: Manual

Aligned:

• T-010 closure now satisfies the frozen snapshot success target, with committed 2023-2026 @source/clean/ outputs merged via PR #19.
• T-019a closure remains in-scope for extract quality hardening (amount/date normalization and id_raw transition) and respects extract-vs-staging responsibilities.
• Boundary compliance maintained: Progress.md was updated immediately after task completion events and overwrite behavior remained explicit.
• Non-goals remain respected (no REKAP extraction, no orchestration expansion, no EPN scope expansion).

Deviations:

• Summary.md was stale versus Tasks.md/Progress.md at checkpoint start (still showing T-010/T-019a in progress) -> accepted and resolved in this checkpoint by synchronizing Summary.

Patterns:

• Previously noted commit-evidence debt was resolved with concrete Git artifacts (PR #19 and merge commit evidence).
• Task closure evidence is now consistently anchored to auditable artifacts across plan files.

Recommendations:

• Resolve legacy T-019 status (keep historical blocked state or mark cancelled as superseded) before final plan closure.