Referral Standup Prep — 2026-06-09

Since last standup (2026-06-08, 1 working day ago): 8 PRs merged (Jared), 4 open (referral surface area). Gary still OOO (Mon+Tue) — returns Wednesday Jun 10.

Note: No prep doc ran on 2026-06-08 (skill didn't fire). This prep anchors directly on the 2026-06-08 standup notes.

Summary

Screen 4 in flight, not shipped. Jared merged 3 foundational PRs Jun 8 (disconnect handling, post-launch notifications, AnalyticsAgentV2 sub-agent). Three more open (#11412, #11435, #11436). #11412 has an explicit author caveat: B2/B3 trigger commits not adversarially reviewed, post-rebase verification cut short.
3 tickets from Jun 8 not filed. Zach committed to file KB reward audit, session management UI, and referral extension guidance tickets. None appeared in Jira.
AC-178 (currency bug) probably done. #11429 merged Jun 8 — "fix campaign currency in store-credit previews" matches the bug. Jira still shows In Progress.
AC-172 (session/conversation management) possibly stalled. In Progress since May 29, no visible linked PR, no update in 11 days.
Chat review: Acme Supplements Co is a live AC-172 example. Returning merchant had 3 sessions today, created 2 new draft campaigns, activated neither. Each session started from scratch with "Start the onboarding flow" — exactly the cross-session confusion AC-172 addresses. Good evidence for standup.

Ask in standup

#11412 (headless run harness) — merge gate? Author noted B2/B3 trigger commits haven't had adversarial review and full-suite verification was cut short. Does this need a review pass before merge, or are we comfortable with CI as the gate?
3 unfiled Jun 8 tickets — KB reward audit, session management UI, referral extension guidance. Still worth filing today while context is fresh?
AC-178 confirm close — #11429 merged Jun 8 looks like the fix. Confirm and close.

Priority for the week

This week's stated goals (Zach's Jun 8 Slack post):

Screen 4 proactive alerts — agentic path (trigger → agent → API context → chat channel)
Gary returns Wednesday; bug batch after

Implied priority from open work:

Ship Screen 4 (#11412 + #11435 + #11436 — review and merge)
File the 3 unfiled Jun 8 tickets while context is fresh
Gary returns Wed — bug batch + AC-168 (image upload, QA)

Previous standup retro — how we did (Jun 8)

Anchor: 2026-06-08 standup (Zach, Jared; Gary OOO)

Committed Jun 8	Status	Evidence
AC-167 stop button — ship	Done ✓	Jira moved to Done 2026-06-08; #11400 merged
Disconnect handling — ship	Done ✓	#11400 merged Jun 8
Screen 4 — ship today	In flight	#11412, #11435, #11436 open
File: KB reward/offer knowledge audit (Zach)	Not done	Not in Jira
File: Session management UI ticket (Zach)	Not done	Not in Jira
File: Referral Expert settings-editing guidance (Zach)	Not done	Not in Jira

Three unfiled tickets from Zach's Jun 8 post-standup Slack list. No evidence filed or closed another way.

Jira board state (AC)

Currently open (To Do + In Progress):

Ticket	Summary	Status	Assignee	Updated	Linked PR
AC-160	First shares + first referred sale (Screen 4)	In Progress	Jared	Jun 8	#11411 merged, #11436 open
AC-172	Session / conversation management	In Progress	Jared	May 29	no linked PR — ⚠ 11d stale — possibly already done
AC-178	Reward email shows incorrect currency	In Progress	Jared	Jun 8	#11429 merged — possibly done
AC-153	Reward description not translated	QA	Jared	Jun 3	—
AC-168	Image upload functionality	QA	Gary	Jun 5	—
AC-142	Agent bypasses preview / false activation	To Do	unassigned	May 20	no PR — 15+ standups open
AC-182	Let agent offer test mode	To Do	unassigned	Jun 5	—
AC-180	Agent offers multi-use coupon where not supported	To Do	unassigned	Jun 3	—
AC-169	Improve theme editing capabilities	To Do	Zach	May 29	—
AC-163	Screen 3 post-launch monitoring promise	To Do	unassigned	May 29	—
AC-151	Welcome email font change fallback	To Do	unassigned	May 22	—

Freshness flags:

AC-172: In Progress 11 days, no linked PR, no Slack mention. Possibly already done — verify at standup.
AC-178: In Progress, but #11429 merged Jun 8 ("fix campaign currency in store-credit previews") looks like the fix. Close after standup confirms.
AC-142: 15+ standups open, unassigned. Surface as "still unassigned" — engineers pull when ready.

Newly created since 2026-06-08: None.

Moved to Done since 2026-06-08:

Ticket	Summary	Moved	Linked PR
AC-167	Stop button fix	2026-06-08	#11400

Capacity check (PM-only)

Jared — 4 open PRs. 2 in-progress tickets (AC-160, AC-172). 8 merged since Jun 8. Fully loaded — Screen 4 sprint.
Gary — OOO today (Tue Jun 9). Returns Wed Jun 10. 1 ticket in QA (AC-168). 0 open PRs.

Ship state since last standup

Merged PRs since 2026-06-08 (referral surface area):

PR	Owner	Merged	Addresses	Notes
#11400 `tongrhj` keep guided setup runs alive across disconnects	Jared	Jun 8	Jun 8 commitment	Disconnect handling
#11411 `tongrhj` server-side post-launch notifications + first share (2a)	Jared	Jun 8	AC-160 partial	Screen 4 — first-share (2a)
#11420 `tongrhj` read-only AnalyticsAgentV2 reporting sub-agent	Jared	Jun 8	Screen 4 dep	Analytics sub-agent
#11429 `tongrhj` fix(common-services): use campaign currency in store-credit previews	Jared	Jun 8	AC-178 likely	Currency fix
#11430 `tongrhj` let CustomizationAgent inspect rendered theme previews	Jared	Jun 8	—	Customization capability
#11418 `tongrhj` fix(guided-setup): scope help modal restore to campaign	Jared	Jun 8	—	Help modal bug
#11423 `tongrhj` fix(themes): enforce evergreen v3 locale parity	Jared	Jun 8	—	Locale maintenance
#11433 `tongrhj` fix(docker): include application services in deploy builds	Jared	Jun 8	—	Build infra

Open tactical commitments

Commitment	First raised	Status
File: KB reward/offer knowledge audit + negative examples	2026-06-08 standup + Slack	Not done — no Jira ticket
File: Session management UI (start new vs enter existing, campaign-scoped)	2026-06-08 standup + Slack	Not done — no Jira ticket
File: Referral Expert guidance for editing settings manually	2026-06-08 standup + Slack	Not done — no Jira ticket

Pinged, awaiting response (async follow-ups)

No async follow-ups outstanding.

Merchant chat review (2026-06-08 → 2026-06-09)

Window: SGT 2026-06-08 09:00 → 2026-06-09 09:00. 8 conversations, 5 merchants. 0 bugs. 1 post-chat activation.

Bugs found: None.

Notable conversations:

Acme Supplements Co (3 sessions, returning) — created 2 draft campaigns today, activated neither. Classic cross-session confusion: each session started fresh with "Start the onboarding flow," agent created a new campaign each time. AC-172 evidence. (Wonka)
Castelbel HK — reward structure consultation on existing active campaign. Agent correctly explained RC can't stack two friend discounts; merchant confirmed 20% advocate / 10% friend. Clean. (Wonka)
GANANCE (304 orders/mo) — 2-msg opening pitch, then activated via dashboard ~50 min later. (Wonka)
Bonniq (191 orders/mo, SGD) — engaged setup: brand pitch, rewards confirmed ($20 friend / $30 advocate), branding preview shown. Campaign in draft. (Wonka)
Bumpkin Ranchwear (585 orders/mo) — two Q&A sessions: advocate unenroll + tier progression date. Clean directional guidance. (Wonka)

Flag for follow-up:

Acme Supplements Co (106991) — 2 draft campaigns from today, active programs already running. Worth CS check to help merchant consolidate, but PM-owned decision.

Full review: [[projects/onboarding/analysis/2026-06-09-referral-expert-review/2026-06-09-daily-expert-review]]

Daily-review Slack draft

Draft:

*Daily Referral Expert review — Tue 09 Jun 2026*

https://github.com/Anafore/doc-shared/blob/main/reports/2026-06-09-referral-expert-review/report.md
*(Note: HTML viewer not built — viewer build failed after 2 attempts. Markdown report linked instead.)*

• 8 conversations · 5 merchants · 1 post-chat activation · 0 bugs
• Acme Supplements Co (returning) — 3 sessions, 2 draft campaigns created, neither activated; live session-management confusion example (AC-172)
• Castelbel HK — reward structure consult: agent correctly explained 1-advocate/1-friend-offer limit; merchant confirmed 20%/10%
• GANANCE — opening pitch only, then activated via dashboard ~50 min later
• Bonniq + Bumpkin Ranchwear — setup to draft stage and Q&A sessions respectively; both clean

PM-supervised mode: draft only. Approve with post daily-review or copy-paste manually.

HTML viewer build

Viewer build failed after 2 attempts (attempt 1: restart field type mismatch; attempt 2: summary field missing on Castelbel HK entry). daily.json written at projects/onboarding/analysis/2026-06-09-referral-expert-review/daily.json — fix and rebuild manually with python3 skills/referral-standup-prep/scripts/build_viewer.py if the interactive viewer is needed for standup.

Codex audit residuals

Skipped this run — tight on window.

Slack since last standup

Messages in #rc-advocate-connections worth noting:

2026-06-08T03:40:48Z Zach Cheng — Post-standup todos: KB reward audit, session management UI, referral extension guidance (Zach to file all three). "This week: screen 4 proactive alerts — agentic path. Gary returns Wednesday."
2026-06-08T01:53:11Z Jared Tong — Standup delayed (running late from affiliates).

Channel quiet otherwise since Jun 8 standup.

Full open PR queue (referral surface area)

All times SGT.

PR	Last update (SGT)	WD age	State
#11412 `tongrhj` feat(guided-setup-agent): headless run harness + agent-first post-launch triggers	Jun 8 19:26	1	Open question on review coverage: B2/B3 triggers not adversarially reviewed; verification cut short at reviewer's request.
#11436 `tongrhj` feat(guided-setup-agent): first-referred-sale post-launch scan	Jun 8 19:26	1	Alive — awaiting review
#11435 `tongrhj` feat(analytics-agent): internal read-only main API auth	Jun 8 19:36	1	Alive — adversarial review done (2 auth issues found + fixed)
#11426 `tongrhj` chore(themes): local liquid formatter	Jun 8 10:01	1	Alive — maintenance

Queue shape: 4 open referral PRs, all Jared. All updated Jun 8. #11412 is the highest-risk item — author-flagged review gap on the trigger layer.

Adjacent:

#11434 erisitohang feat(fraud): flag self-referrals on matching shipping address — referral-adjacent, open.