29F Rewire — Piece-by-Piece Checklist

Every component, tab, and section. A checkmark means it works at this site. Ohio Clean Cans.

Updated: July 5, 2026 · App: sign in → CRM · Command Center · Number proof

✅ works · 🔎 fixed/built — Howard's click confirms it · 🔨 being built · ⬜ waiting on Howard · ❌ broken (found by this project) · NEW ENGINE = runs on Neon, proven · old pipes = works via existing workers

Foundation

✅Exact frozen copy of the 29F look (mirror)

✅New site live at occ-29f-rewire.pages.dev

✅Windows Hello login (Howard registered)

✅All old data pipes connected — whole app functional here

✅Neon engine secured + loaded with current data all database numbers proven identical: 1,837 subs · 321 stops · orders · months match GDNEW ENGINE

✅Daily data refresh procedure ran Jul 4 + Jul 4 routing update (Aug→Jul moves), verified exact both times

✅Number-proof page KPIs + live money comparison

CRM — tabs & pieces

✅Dashboard tabold pipes

✅Schedule tab — day boardNEW ENGINE

✅Schedule tab — week viewNEW ENGINE

✅Drag-drop stops / reassign / lock / push / optimize / add stop all writes deliberately stay on the proven old path until the write plan is approvedold pipes

🔎Side card (single click) — credit card, next cleaning, frequency fixed — Howard's click confirms

🔎Full card (double click) — Activity / Comms / Tags now populate was blank for months on LIVE too — fixed; Howard's click confirms

🔎Map pin click → highlights customer tile brand new (never existed) — Howard's click confirms

🔎Text/inbox click → opens customer profile fixed with phone-first lookup — Howard's click confirms (try Mark Berlacher)

✅Customer searchold pipes

Command Center — tabs & pieces

✅Dashboard KPI tiles numbers proven identical on the engine (proof page)old pipes

✅Money widgets — revenue / tax / QB / past-due engine twins built + audited identical; screen swap awaits Howard's proof-page OKold pipes

✅Routes tab (day detail) verified — weekends show honest “no routes”old pipes

✅Inbox / messages / broadcasts / templates 7 reads on the new engine; all sends stay old + gated7 reads NEW

✅Reports / financials engine conversion queued behind the money swapold pipes

✅Settings / automations nothing convertible yet by blueprint — works as-isold pipes

✅Postcards/NFC · discounts · deep analytics own conversion pass laterold pipes

✅ Fixed on your LIVE system (Jul 5–6, Howard's orders)

✅Card save buttons (location / expiration / remove) were silently failing for months — now proper server actions, deployed live + verified

✅Customer lookup "household" filter Mark Berlacher and every non-primary customer now found — proven live post-deploy

✅Account 635 name corruption Larry Tillack restored; Patrick Wright's 99635 untouched

✅Live worker drift healed 10 live-only actions rescued into source — deploys can never silently delete them again

✅ Completion workflow — executed Jul 6

✅Orders counters restored now MTD 12 / YTD 25 — lost stamps recovered + real new orders since Friday; every number traceable

✅Money tiles → new engine revenue, tax, QB P&L, past-due — proven-identical endpoints, old path kept as automatic fallbackNEW ENGINE

✅Write-back plumbing deployed writes route through the engine to your existing database when switches flip; ALL switches off — zero runtime change today

🔎Howard's four-click test still stands: side card · double-click card · map pin · inbox (Mark Berlacher)