@elitedcs/ghl-mcp 3.89.0-beta.6 → 3.89.0-beta.7

package/CHANGELOG.md

@@ -1,5 +1,29 @@
 # Changelog
 
+## 3.89.0-beta.7: the intake fills what your notes say, and the cockpit shows you where to start
+
+Found by clicking through a full client build in the cockpit.
+
+**Filling the intake from a document you added twice works again.** Adding a document with the same name as one already saved, such as updated notes, stores it as a second copy, and filling the intake from that copy always failed. It now reads. When filling the intake does fail, a Details line under the message says why.
+
+**Complete the intake takes you there.** Clicking Complete the intake in the Next step box now scrolls the page to the intake it opens.
+
+**Brief tells you how to fill the intake.** If you run Brief before the intake is in, it now says "First complete the intake. It fills most answers from a call or your notes." with a Complete the intake button that opens the intake and takes you to it. It used to say only to open the real form, with no link.
+
+**The intake is right under the steps when it is next.** While Brief is the next step and no intake is in, the Next step box says to complete the intake first and has a Complete the intake button, and the intake opens right under the steps instead of far down the page. It stays there while it is open.
+
+**Typing on Build a client account is kept.** A sub-account id or client detail you type while the page is still reading your accounts is no longer cleared when it finishes. For your security, the key is never kept.
+
+**Filling the intake from your notes fills what your notes say.** Answers your notes state plainly are now filled in, such as business hours, staff, team size, the trial price, deposit and balance, the trial length and how many trials fit in a day. An answer is filled only when the exact words it came from give it; anything worked out from other facts is left as a suggestion. Yes or no answers always wait for your click.
+
+**Use all suggestions.** A new button above the suggestions takes every suggestion that would not replace an answer you already have. Any that would replace one stay beside their field for you to decide, and so do the answers about trial spots running out and a 72-hour program price, because they decide what your texts may promise.
+
+**Clearer intake counts.** After filling from a call or notes, the intake says how many answers were filled, how many are suggestions waiting for your click, and which questions your notes did not answer, by name.
+
+**A quieter Verify report.** The line about check notes that did not match the account is now a small note at the end of the report instead of in its headline.
+
+**Smaller fixes.** The light and dark switch in the account menu is read out as "Color theme".
+
 ## 3.89.0-beta.6: Build only states what the account shows, and calendars open when the client is open
 
 This is a beta, for testers only. Found by running a full Wellness clinic client build in the cockpit.

package/README.md

@@ -899,7 +899,7 @@ Built by **[Elite DCs, LLC](https://elitedcs.com)** — a digital marketing and
 
 **Tech stack:** TypeScript, Node.js, esbuild, MCP SDK, Zod, GHL API v2, Firebase Auth
 
-**Version:** 3.89.0-beta.6
+**Version:** 3.89.0-beta.7
 
 ---
 

package/dist/index.js

@@ -30165,7 +30165,7 @@ function runStage(locationId2, stage, onEvent, opts = {}) {
     });
   });
 }
-var import_child_process3, fs21, STAFF_NOTIFICATION_RULE, STAFF_PAUSE_RULE, BUILD_REPLY_RULE, MISSING_STEP_RULE, NO_INVENTED_CAUSE_RULE, STAGE_SPECS, HUMAN_GATE_STAGES, RESULT_LAST_RULE;
+var import_child_process3, fs21, BRIEF_NEEDS_INTAKE, STAFF_NOTIFICATION_RULE, STAFF_PAUSE_RULE, BUILD_REPLY_RULE, MISSING_STEP_RULE, NO_INVENTED_CAUSE_RULE, STAGE_SPECS, HUMAN_GATE_STAGES, RESULT_LAST_RULE;
 var init_stage_runner = __esm({
   "src/stage-runner.ts"() {
     "use strict";
@@ -30186,6 +30186,7 @@ var init_stage_runner = __esm({
     init_account_rules();
     init_client_record();
     init_workflow_builder_client();
+    BRIEF_NEEDS_INTAKE = "First complete the intake. It fills most answers from a call or your notes.";
     STAFF_NOTIFICATION_RULE = `Staff notifications ALWAYS stay in the workflow. Call get_users on THIS account and use only a user id it returns as the recipient. If get_users returns no users, leave the recipient EMPTY ("") \u2014 never use a user id from another account, from the agency, from an earlier conversation or from memory (a foreign id looks like it worked and notifies nobody). An empty recipient can make publish fail: then keep the workflow as a draft with the notification step still in it, and list that step in the RESULT issues as "waiting for a staff member: add one in ${GHL_ADD_STAFF_CLICK_PATH}, then pick them on the notification step and publish".`;
     STAFF_PAUSE_RULE = `If apply_build_plan answers with staffPause, copy its reason into issues word for word and do not call those calendars built.`;
     BUILD_REPLY_RULE = `A long apply_build_plan reply comes back shortened, with replyTrimmed on it; it still holds everything your report needs (summary, missingSteps, workflowsNotBuilt, staffPause, calendars, countsByType, notClean, templates, nextManualSteps, customValues and, on a dry run, composed.copySlots), so report from it. If you need a section it lists under sectionsNotShownInFull, read it with apply_build_plan detail:{of:"dry_run" or "execute",section:"<name>"}; that call builds nothing.`;
@@ -30266,7 +30267,7 @@ If anything fails, finish with: RESULT: {"ok":false,"error":"<short reason>"}`
 3. Turn whichever you found into a Brief with normalize_submission_to_brief (for a form submission), then check it with validate_brief. If the answers came from the tagged contact, build the Brief from those field values directly and call validate_brief on it too. Booking calendars go at the TOP level of the Brief as calendars:[{"name":"...","type":"one_on_one"|"round_robin"|"class","staffNames":["..."],"durationMinutes":30}], one entry per calendar, never inside goal. Put each real gap validate_brief reports in issues, in plain words, and finish ok:true. When validate_brief finds nothing, issues is [] \u2014 never report the clean result itself as an issue.
 Use these authoritative normalized intake answers when provided: ${JSON.stringify(ctx?.normalizedAnswers ?? {})}.
 Do NOT create, update or delete anything \u2014 this step only reads and normalizes.
-Only if BOTH paths come up empty, finish with RESULT: {"ok":false,"error":"Open the real form, submit it, then refresh."}.
+Only if BOTH paths come up empty, finish with RESULT: {"ok":false,"error":${JSON.stringify(BRIEF_NEEDS_INTAKE)}}.
 ${NO_INVENTED_CAUSE_RULE}
 Finish with EXACTLY one final line:
 RESULT: {"ok":true,"summary":"<one sentence: who the client is and what they want built>","issues":["<validate_brief gaps, if any>"]}`
@@ -31761,17 +31762,35 @@ function renderVerifyReport(records, notes) {
   const summary = [
     `${records.buildOk === true ? verifyPassedLine(records.memberJobs ?? rows2.filter((r) => r.status === "pending").length + issues.length) : `${present} of ${rows2.length} planned items are in the account; ${attention} need attention.`}${drafts ? `
 ${drafts}` : ""}${liveLine ? `
-${liveLine}` : ""}${removedClaims.size ? `
-${removedClaimNote(removedClaims.size)}` : ""}`,
+${liveLine}` : ""}`,
     ["What is not right", ...diagnosis.length ? diagnosis : ["No planned items need attention."]].join("\n"),
     ["Every planned item", ...[...grouped].flatMap(([type, items]) => [typeLabels[type], ...items.map((r) => `  ${r.line}`)])].join("\n"),
-    ...summaryNotes.length ? [["Notes from the check", ...summaryNotes].join("\n")] : []
+    // Test 01 (BUG-2026-09-30-36): the left-out note is a quiet line in the notes, after the lists, not in the headline.
+    ...summaryNotes.length || removedClaims.size ? [["Notes from the check", ...summaryNotes, ...removedClaims.size ? [removedClaimNote(removedClaims.size)] : []].join("\n")] : []
   ].join("\n\n");
   const cvNames = customValueDisplayNames(rows2, records.deps);
   return { summary: plainCustomValueNames(summary, cvNames), issues: issues.map((i) => plainCustomValueNames(i, cvNames)) };
 }
 function removedClaimNote(count2) {
-  return `${count2 === 1 ? "One thing the check reported was" : `${count2} things the check reported were`} left out, because this client's account shows otherwise; the lists below are what the account really holds.`;
+  return `${count2 === 1 ? "One check note did not match the account and is not shown" : `${count2} check notes did not match the account and are not shown`}. The lists above are what the account holds.`;
+}
+function quietRemovedClaimLine(summary) {
+  if (!summary) return summary;
+  const blocks = summary.split("\n\n");
+  const head4 = blocks[0].split("\n");
+  const old = /^(One thing the check reported was|(\d+) things the check reported were) left out\b/;
+  const at = head4.findIndex((l) => old.test(l.trim()));
+  if (at < 0) return summary;
+  const m = old.exec(head4[at].trim());
+  const note = removedClaimNote(m[2] ? Number(m[2]) : 1);
+  head4.splice(at, 1);
+  blocks[0] = head4.join("\n");
+  const notesAt = blocks.findIndex((b) => b.startsWith("Notes from the check"));
+  if (notesAt >= 0) blocks[notesAt] = `${blocks[notesAt]}
+${note}`;
+  else blocks.push(`Notes from the check
+${note}`);
+  return blocks.join("\n\n");
 }
 function customValueDisplayName(key) {
   const words2 = key.trim().replace(/^cv\./, "").replace(/[_\s]+/g, " ").trim();
@@ -31833,7 +31852,7 @@ var init_member_progress = __esm({
     jobText = (text2) => text2.trim().replace(/\s+/g, " ").replace(/([^.!?])$/, "$1.");
     countWord = (text2) => /^\d+$/.test(text2) ? Number(text2) : ["zero", "one", "two", "three", "four", "five", "six", "seven", "eight", "nine", "ten", "eleven", "twelve"].indexOf(text2.toLowerCase());
     normalJob = (text2) => text2.toLowerCase().replace(/^manual action:\s*/, "").replace(/[^a-z0-9]+/g, " ").trim();
-    REMOVED_CLAIM_LINE = /^(?:One thing the check reported was|\d+ things the check reported were) left out\b|^Removed a claim\b/i;
+    REMOVED_CLAIM_LINE = /^(?:One check note did not match|\d+ check notes did not match) the account\b|^(?:One thing the check reported was|\d+ things the check reported were) left out\b|^Removed a claim\b/i;
   }
 });
 
@@ -34084,7 +34103,7 @@ var require_package = __commonJS({
   "package.json"(exports2, module2) {
     module2.exports = {
       name: "@elitedcs/ghl-mcp",
-      version: "3.89.0-beta.6",
+      version: "3.89.0-beta.7",
       mcpName: "io.github.drjerryrelth/ghl-command",
       description: "GoHighLevel MCP Server for Claude. 250 tools \u2014 full CRM, automation, marketing control, account-wide workflow audit, live funnel-capture verification, and the only programmatic GHL workflow builder, now multi-tenant across client accounts.",
       main: "dist/index.js",
@@ -34317,7 +34336,7 @@ ${cockpitSidebarHtml(active, opts.capability)}
         <a class="cds-menu-item" role="menuitem" href="/connections">Connections</a>
         <a class="cds-menu-item" role="menuitem" href="${HUB_URL}#do">Members Hub</a>
         <div class="cds-menu-sep" role="separator"></div>
-        <div class="cds-menu-row"><span>Appearance</span><div class="cds-seg" role="group" aria-label="Colour theme"><button type="button" data-theme-choice="auto" aria-pressed="true">Auto</button><button type="button" data-theme-choice="light" aria-pressed="false">Light</button><button type="button" data-theme-choice="dark" aria-pressed="false">Dark</button></div></div>
+        <div class="cds-menu-row"><span>Appearance</span><div class="cds-seg" role="group" aria-label="Color theme"><button type="button" data-theme-choice="auto" aria-pressed="true">Auto</button><button type="button" data-theme-choice="light" aria-pressed="false">Light</button><button type="button" data-theme-choice="dark" aria-pressed="false">Dark</button></div></div>
       </div>
     </details>
   </div>
@@ -47001,6 +47020,10 @@ function prefillPrompt(labels, transcript) {
     "Answer ONLY from the material provided. Never invent a fact, a number, or a name.",
     "Every answer must carry a QUOTE: the exact words from the material it comes from, copied verbatim, under 300 characters. An answer with no quote will be thrown away, and a quote that is not in the material will be thrown away.",
     'If the material does not clearly answer a question, leave it out and list it under "unknown".',
+    "When the material STATES a fact, answer it. Do not leave a stated fact out.",
+    'Quote ONLY the words that give that one answer, not the whole line or paragraph around them. For a number, quote just the words with that one number, for example "$79 total" or "No more than 6 trials a day". For the staff and team size, quote the lines that name the people.',
+    "Copy the material's own words into the value wherever the question allows it, rather than rewording them.",
+    'Give every answer a "basis": "stated" when the material says it, or "inferred" when the material does not say it and you are working it out from other facts.',
     "Keep answers short and concrete \u2014 this feeds an automated build, not a report.",
     "",
     "QUESTIONS (use these labels verbatim as keys):",
@@ -47010,7 +47033,7 @@ function prefillPrompt(labels, transcript) {
     transcript.slice(0, 6e4),
     "",
     "Reply with ONE line of JSON and nothing else:",
-    'RESULT: {"answers":{"<label>":{"value":"<answer>","quote":"<their exact words>"}},"unknown":["<label>"]}'
+    'RESULT: {"answers":{"<label>":{"value":"<answer>","quote":"<their exact words>","basis":"stated or inferred"}},"unknown":["<label>"]}'
   ].join("\n");
 }
 function prefillPromptForSource(labels, source) {
@@ -47032,7 +47055,8 @@ async function prefillFromSource(spawnClaude, labels, source, toolContext = { se
   if (empty) return { ok: false, answers: {}, unknown: labels, held: {}, unverified: [], error: "nothing to read" };
   if (source.kind === "url") return { ok: false, answers: {}, unknown: labels, held: {}, unverified: [], error: LINK_READING_OFF_MESSAGE };
   if (source.kind === "text" && source.text.length > 6e4) return { ok: false, answers: {}, unknown: labels, held: {}, unverified: [], error: "The limit is 60,000 characters. Paste an excerpt or shorten this text file." };
-  const result = await runPrefill(() => spawnClaude(prefillPromptForSource(labels, source) + "\nQuestion schema (use only these choices; multiple choices use an array in the cited answer object\u2019s value):\n" + JSON.stringify(questions), prefillTools(source, toolContext)), labels, source.kind === "text" ? source.text : void 0);
+  const byLabel = new Map(questions.map((q3) => [q3.label, q3]));
+  const result = await runPrefill(() => spawnClaude(prefillPromptForSource(labels, source) + "\nQuestion schema (use only these choices; multiple choices use an array in the cited answer object\u2019s value):\n" + JSON.stringify(questions), prefillTools(source, toolContext)), labels, source.kind === "text" ? source.text : void 0, byLabel);
   result.answers = validatePrefillAnswers(questions, result.answers);
   for (const [label2, held] of Object.entries(result.held)) {
     const checked = validatePrefillAnswers(questions, { [label2]: held.value });
@@ -47043,7 +47067,87 @@ async function prefillFromSource(spawnClaude, labels, source, toolContext = { se
   result.unknown = labels.filter((label2) => !(label2 in result.answers) && !(label2 in result.held));
   return result;
 }
-async function runPrefill(call2, labels, material) {
+function numbersIn(text2) {
+  return [...String(text2 ?? "").matchAll(/\d+(?:,\d{3})*(?:\.\d+)?/g)].map((m) => Number(m[0].replace(/,/g, ""))).filter(Number.isFinite);
+}
+function isYesNo(options) {
+  return Boolean(options?.includes("Yes") && options?.includes("No"));
+}
+function wordsInQuote(value, quote) {
+  const q3 = ` ${tokens(quote).join(" ")} `;
+  const lines = value.split(/\n+/).map((l) => tokens(l).join(" ")).filter(Boolean);
+  return lines.length > 0 && lines.every((l) => q3.includes(` ${l} `));
+}
+function onlyNumber(quote) {
+  const nums = [...new Set(numbersIn(quote))];
+  return nums.length === 1 ? nums[0] : null;
+}
+function amountBefore(quote, word) {
+  const m = new RegExp(`${AMOUNT}\\s*${word}\\b`, "i").exec(quote) ?? new RegExp(`\\b${word}\\b[^0-9$]{0,12}${AMOUNT}`, "i").exec(quote);
+  return m ? Number(m[1].replace(/,/g, "")) : null;
+}
+function depositIn(quote) {
+  return amountBefore(quote, "deposit");
+}
+function totalIn(quote) {
+  return amountBefore(quote, "total");
+}
+function staffNamedIn(quote) {
+  return new Set((String(quote).match(/[^\s@()<>,;]+@[^\s@()<>,;]+\.[a-z]{2,}/gi) ?? []).map((e) => e.toLowerCase())).size;
+}
+function teamRange(n) {
+  return n <= 1 ? "Just me" : n <= 5 ? "2-5" : "6+";
+}
+function leadRange(n) {
+  return n < 100 ? "Under 100" : n < 500 ? "100-500" : n < 1e3 ? "500-1000" : "1000+";
+}
+function quoteGives(value, quote, label2 = "", options) {
+  const n = numericValue(value);
+  if (/^Balance due/i.test(label2)) {
+    const t = totalIn(quote), d = depositIn(quote);
+    return Boolean(n && !n.percent && t !== null && d !== null && t > d && t - d === n.n);
+  }
+  if (/^Deposit/i.test(label2)) return Boolean(n && !n.percent && depositIn(quote) === n.n);
+  if (options?.length) {
+    if (!options.includes(value)) return false;
+    if (/[a-z]/i.test(value) && (/\d/.test(value) || tokens(value).length >= 3) && wordsInQuote(value, quote)) return true;
+    if (/^Team Size$/i.test(label2)) {
+      const named = staffNamedIn(quote);
+      if (named) return named >= 2 && teamRange(named) === value;
+      const one = onlyNumber(quote);
+      return one !== null && /\b(?:staff|team|people|employees?|providers?)\b/i.test(quote) && teamRange(one) === value;
+    }
+    if (/Lead Volume/i.test(label2)) {
+      const one = onlyNumber(quote);
+      return one !== null && /\bleads?\b/i.test(quote) && leadRange(one) === value;
+    }
+    return false;
+  }
+  if (n) {
+    if (n.percent || onlyNumber(quote) !== n.n) return false;
+    if (/price|cost|value|\$/i.test(label2) && !/\$/.test(quote)) return false;
+    if (/^Trial price/i.test(label2) && /deposit/i.test(quote)) return false;
+    if (/How long is the trial/i.test(label2) && (!/\btrials?\b/i.test(quote) || !/minute/i.test(quote) || /\$/.test(quote))) return false;
+    if (/in one day|per day/i.test(label2) && !/\b(?:trials?|visits?|clients?)\s+(?:a|per)\s+day\b/i.test(quote)) return false;
+    if (/^Average program value/i.test(label2) && !/\baverage\b|\bmost popular\b|\bprogram\b/i.test(quote)) return false;
+    return true;
+  }
+  return wordsInQuote(value, quote);
+}
+function intakeCitation(material, value, quote, basis, question) {
+  const v = String(value ?? "").trim();
+  if (v === "") return { verdict: "refused", because: "no value was given." };
+  const said = quoteCheck(material, quote);
+  if (said.verdict === "refused") return said;
+  const shown = quote.length > 140 ? quote.slice(0, 137).trimEnd() + "\u2026" : quote;
+  const based = `Based on \u201C${shown}\u201D.`;
+  if (question && CLAIMS_GUARD_QUESTION.test(question.label)) return { verdict: "held", because: `This answer decides what the texts may promise, so it always waits for your click. ${based}`, claims: true };
+  if (question && isYesNo(question.options)) return { verdict: "held", because: `Yes or no answers always wait for your click. ${based}` };
+  if (!quoteGives(v, quote, question?.label, question?.options)) return { verdict: "held", because: based };
+  if (basis === "inferred") return { verdict: "held", because: `Your Claude marked this as worked out. ${based}` };
+  return { verdict: "ok" };
+}
+async function runPrefill(call2, labels, material, questions = /* @__PURE__ */ new Map()) {
   const fail = (error) => ({ ok: false, answers: {}, unknown: labels, held: {}, unverified: [], error });
   try {
     const out = await call2();
@@ -47058,16 +47162,18 @@ async function runPrefill(call2, labels, material) {
       const candidate = raw && typeof raw === "object" && !Array.isArray(raw) ? raw.value : raw;
       const value = typeof candidate === "string" ? candidate.trim() : Array.isArray(candidate) && candidate.every((v) => typeof v === "string") ? candidate.map((v) => v.trim()).filter(Boolean) : "";
       const quote = typeof raw?.quote === "string" ? String(raw.quote).trim() : "";
+      const basis = raw?.basis === "inferred" ? "inferred" : void 0;
       if (!value.length) continue;
       if (material === void 0) {
         answers[k] = value;
         unverified.push(k);
         continue;
       }
-      const checks = (Array.isArray(value) ? value : [value]).map((v) => citationCheck(material, v, quote));
+      const q3 = questions.get(k);
+      const checks = (Array.isArray(value) ? value : [value]).map((v) => intakeCitation(material, v, quote, basis, q3 ? { label: k, options: q3.options } : void 0));
       const cite = checks.find((c) => c.verdict === "refused") ?? checks.find((c) => c.verdict === "held") ?? checks[0];
       if (cite.verdict === "ok") answers[k] = value;
-      else if (cite.verdict === "held") held[k] = { value, because: cite.because };
+      else if (cite.verdict === "held") held[k] = { value, because: cite.because, ...cite.claims ? { claims: true } : {} };
     }
     const unknown = labels.filter((l) => !(l in answers) && !(l in held));
     return { ok: true, answers, unknown, held, unverified };
@@ -47089,7 +47195,7 @@ function validatePrefillAnswers(questions, proposed) {
   }
   return result;
 }
-var INTAKE_FORM_NAME2, INTAKE_CONTACT_TAG, FICTIONAL_PHONE_REASON, RECORDER_HINTS, RECORDER_READ_VERBS, RECORDER_WRITE_VERBS, PREFILL_BUILTIN_DENY, LINK_READING_OFF_MESSAGE, WORD_PDF_MESSAGE, READABLE_DOCUMENT;
+var INTAKE_FORM_NAME2, INTAKE_CONTACT_TAG, FICTIONAL_PHONE_REASON, RECORDER_HINTS, RECORDER_READ_VERBS, RECORDER_WRITE_VERBS, PREFILL_BUILTIN_DENY, LINK_READING_OFF_MESSAGE, WORD_PDF_MESSAGE, READABLE_DOCUMENT, CLAIMS_GUARD_QUESTION, AMOUNT;
 var init_client_intake = __esm({
   "src/client-intake.ts"() {
     "use strict";
@@ -47100,6 +47206,7 @@ var init_client_intake = __esm({
     init_intake_overlay();
     init_form_template();
     init_transcript();
+    init_words();
     init_result_text();
     init_links();
     INTAKE_FORM_NAME2 = "GHL Command Blueprint \u2014 Client Intake";
@@ -47156,6 +47263,8 @@ var init_client_intake = __esm({
     LINK_READING_OFF_MESSAGE = "Reading a link isn't available in this beta. Open the page, copy its text, and paste it into Paste a transcript.";
     WORD_PDF_MESSAGE = "Word and PDF files can't be read yet. Open the file, copy the text, and paste it into Paste a transcript.";
     READABLE_DOCUMENT = /[.](txt|md|csv|vtt|srt)$/i;
+    CLAIMS_GUARD_QUESTION = /really run out|only good for 72 hours/i;
+    AMOUNT = String.raw`\$?\s*(\d[\d,]*(?:\.\d+)?)`;
   }
 });
 
@@ -52224,9 +52333,11 @@ __export(dashboard_exports, {
   APPROVAL_WITHDRAWN_FOR_ASSESSMENT: () => APPROVAL_WITHDRAWN_FOR_ASSESSMENT,
   APPROVAL_WITHDRAWN_FOR_SCOPE: () => APPROVAL_WITHDRAWN_FOR_SCOPE,
   ASSESSMENT_CHANGED_SINCE_APPROVAL: () => ASSESSMENT_CHANGED_SINCE_APPROVAL,
+  BRIEF_NEEDS_INTAKE: () => BRIEF_NEEDS_INTAKE2,
   CHOOSE_BEFORE_BUILD: () => CHOOSE_BEFORE_BUILD,
   CHOOSE_WHAT_THEY_BOUGHT: () => CHOOSE_WHAT_THEY_BOUGHT,
   CLAUDE_REPAIR_MESSAGES: () => CLAUDE_REPAIR_MESSAGES,
+  DOC_NOT_SAVED: () => DOC_NOT_SAVED,
   INTAKE_ANSWERS_MISSING: () => INTAKE_ANSWERS_MISSING,
   INTAKE_CONNECT_REQUIRED: () => INTAKE_CONNECT_REQUIRED,
   INTAKE_FORM_REQUIRED: () => INTAKE_FORM_REQUIRED,
@@ -52277,10 +52388,13 @@ __export(dashboard_exports, {
   guarded: () => guarded,
   hasChosenScope: () => hasChosenScope,
   insideDir: () => insideDir,
+  intakeErrorDetail: () => intakeErrorDetail,
   intakeInput: () => intakeInput,
+  intakeRefusal: () => intakeRefusal,
   intakeRequestError: () => intakeRequestError,
   intakeUnavailableError: () => intakeUnavailableError,
   isAllowedCockpitHost: () => isAllowedCockpitHost,
+  isBriefNeedsIntake: () => isBriefNeedsIntake,
   isLoopback: () => isLoopback,
   isUpstreamFailure: () => isUpstreamFailure,
   launcherAlreadyOffered: () => launcherAlreadyOffered,
@@ -52302,6 +52416,7 @@ __export(dashboard_exports, {
   readFailureText: () => readFailureText,
   readOverlay: () => readOverlay,
   readRunCosts: () => readRunCosts,
+  readSavedClientDoc: () => readSavedClientDoc,
   readableAccount: () => readableAccount,
   recordLauncherOffered: () => recordLauncherOffered,
   recoverStuckStages: () => recoverStuckStages,
@@ -52560,7 +52675,8 @@ function verifiedStaffNames(check) {
   return (check?.matched ?? []).map((m) => String(m.name ?? "").trim()).filter(Boolean);
 }
 function verifyPanelOutcome(value) {
-  return value.plain?.summary?.trim() ? value.plain : { summary: value.summary, issues: value.issues };
+  const shown = value.plain?.summary?.trim() ? value.plain : { summary: value.summary, issues: value.issues };
+  return { ...shown, summary: quietRemovedClaimLine(shown.summary) };
 }
 function startRun(locationId2, stage, onDone, meta2 = {}) {
   const rk = clientRecordKey(locationId2, meta2.clientKey);
@@ -52671,6 +52787,12 @@ function startRun(locationId2, stage, onDone, meta2 = {}) {
       outcome.issues = [];
       outcome.plain = { summary: outcome.error, issues: [] };
     }
+    const briefNeedsIntake = stage === 1 && !outcome.ok && isBriefNeedsIntake(outcome.error);
+    if (briefNeedsIntake) {
+      outcome.summary = BRIEF_NEEDS_INTAKE2;
+      outcome.issues = [];
+      outcome.plain = { summary: BRIEF_NEEDS_INTAKE2, issues: [] };
+    }
     if (stage === 3 && !outcome.summary && !outcome.issues?.length) {
       try {
         const st = readCockpitState();
@@ -52684,10 +52806,10 @@ function startRun(locationId2, stage, onDone, meta2 = {}) {
       const at = (/* @__PURE__ */ new Date()).toISOString();
       const save = (plain) => {
         const st = readCockpitState();
-        writeCockpitState({ ...st, outcomes: { ...st.outcomes ?? {}, [`${rk}:${stage}`]: { ok: outcome.ok, error: outcome.error, summary: outcome.summary, issues: outcome.issues, ...plain && { plain }, at, inputHash: runInputHash, ...stage === 4 ? { buildHash: runBuildHash, verification: verifyRaw?.verification } : {}, hash: contentHash({ inputHash: runInputHash, at, ok: outcome.ok, summary: outcome.summary, issues: outcome.issues }) } } });
+        writeCockpitState({ ...st, outcomes: { ...st.outcomes ?? {}, [`${rk}:${stage}`]: { ok: outcome.ok, error: outcome.error, summary: outcome.summary, issues: outcome.issues, ...plain && { plain }, ...briefNeedsIntake && { reason: "intake-needed" }, at, inputHash: runInputHash, ...stage === 4 ? { buildHash: runBuildHash, verification: verifyRaw?.verification } : {}, hash: contentHash({ inputHash: runInputHash, at, ok: outcome.ok, summary: outcome.summary, issues: outcome.issues }) } } });
       };
-      save(scopeRefusal ? outcome.plain : void 0);
-      if (PLAIN_REPORT_STAGES.has(stage) && !scopeRefusal) {
+      save(scopeRefusal || briefNeedsIntake ? outcome.plain : void 0);
+      if (PLAIN_REPORT_STAGES.has(stage) && !scopeRefusal && !briefNeedsIntake) {
         run.lines.push("Writing the plain-English version of what came back\u2026");
         const rewritten = await rewriteOutcomePlain(STAGES2[stage], verifyRaw ?? outcome, { onEvent: (l) => run.lines.push(l), onCost: (costUsd) => {
           recordRunCost({ at, locationId: locationId2, stage, kind: "plain rewrite", ok: true, costUsd });
@@ -52862,7 +52984,7 @@ function clientDocsDir(locationId2, base = appDataDir()) {
   return path40.join(base, "clients", safeLoc, "documents");
 }
 function safeDocName(name) {
-  const cleaned = path40.basename(String(name ?? "")).replace(/[^A-Za-z0-9._ -]/g, "_").replace(/\s+/g, " ").trim();
+  const cleaned = path40.basename(String(name ?? "")).replace(/[^A-Za-z0-9._ ()-]/g, "_").replace(/\s+/g, " ").trim();
   const ext = path40.extname(cleaned).toLowerCase();
   if (!cleaned || cleaned.startsWith(".") || !DOC_EXTS.has(ext)) throw new Error("Only plain text (.txt, .md, .csv), .vtt and .srt files can be saved here.");
   const stem = cleaned.slice(0, cleaned.length - ext.length).slice(0, 120 - ext.length).trim();
@@ -53023,6 +53145,16 @@ function insideDir(dir, p) {
     return false;
   }
 }
+function readSavedClientDoc(locationId2, file2, base = appDataDir()) {
+  const name = safeDocName(file2);
+  const dir = clientDocsDir(locationId2, base);
+  const p = path40.join(dir, name);
+  if (!fs42.existsSync(p)) throw new Error(DOC_NOT_SAVED);
+  if (fs42.lstatSync(p).isSymbolicLink() || !insideDir(dir, p)) throw new Error(DOC_NOT_SAVED);
+  const text2 = fs42.readFileSync(p, "utf8");
+  if (text2.length > 6e4) throw new Error("The limit is 60,000 characters. Paste an excerpt or shorten this text file.");
+  return text2;
+}
 function uniqueDocName(dir, name) {
   const ext = path40.extname(name), stem = name.slice(0, name.length - ext.length);
   let candidate = name;
@@ -53061,9 +53193,12 @@ function intakeUnavailableError(snap) {
   const reason3 = snap.unavailableReason;
   return new Error(reason3 === "auth" ? INTAKE_UNREADABLE : reason3 === "missing" ? INTAKE_ANSWERS_MISSING : reason3 === "error" ? INTAKE_READ_FAILED : INTAKE_READ_TRANSIENT);
 }
+function isBriefNeedsIntake(error) {
+  return typeof error === "string" && /^\s*First complete the intake\b/i.test(error);
+}
 function runRefusal(e) {
   const error = e && typeof e.message === "string" ? e.message : "bad request";
-  return error === INTAKE_ANSWERS_MISSING ? { ok: false, error, reason: "intake-missing" } : error === RUN_IN_PROGRESS ? { ok: false, error, reason: "busy" } : { ok: false, error };
+  return error === INTAKE_ANSWERS_MISSING ? { ok: false, error, reason: "intake-missing" } : error === RUN_IN_PROGRESS ? { ok: false, error, reason: "busy" } : error === BRIEF_NEEDS_INTAKE2 ? { ok: false, error, reason: "intake-needed" } : { ok: false, error };
 }
 function planClaimChecks(saved) {
   const plan = saved?.plan && typeof saved.plan === "object" ? saved.plan : void 0;
@@ -53096,6 +53231,16 @@ function intakeRequestError(e) {
   const text2 = e instanceof Error ? e.message : "";
   return INTAKE_OWN_MESSAGES.includes(text2) ? text2 : "The intake request did not finish. Retry this step.";
 }
+function intakeErrorDetail(e) {
+  const raw = e instanceof Error ? e.message : typeof e === "string" ? e : "";
+  if (!raw || INTAKE_OWN_MESSAGES.includes(raw)) return void 0;
+  const clean4 = raw.replace(/(?:[A-Za-z]:)?(?:[\\/][^\s"'\\/]+){2,}[\\/]?/g, "[path]").replace(/\b(?:pit|sk|key|token|bearer)[-_ ][A-Za-z0-9._-]{6,}/gi, "[hidden]").replace(/\b[A-Za-z0-9_-]{24,}\b/g, "[hidden]").replace(/\s+/g, " ").trim();
+  return clean4 ? clean4.length > 240 ? clean4.slice(0, 237) + "\u2026" : clean4 : void 0;
+}
+function intakeRefusal(e) {
+  const detail = intakeErrorDetail(e);
+  return { ok: false, error: intakeRequestError(e), ...detail ? { detail } : {} };
+}
 function escHtml2(s) {
   return String(s ?? "").replace(/&/g, "&amp;").replace(/</g, "&lt;").replace(/>/g, "&gt;").replace(/"/g, "&quot;");
 }
@@ -53452,7 +53597,8 @@ function outcomePanel(id,i,state){const oc=(state.outcomes||{})[id+":"+i];if(!oc
     t.textContent="Every planned item: "+part.split(NL).filter(l=>l.startsWith("  ")&&l.trim().length>0).length+" read back from the account";box.appendChild(t);
     const body=document.createElement("p");body.className="runlog";body.textContent=part.split(NL).slice(1).join(NL);
     box.appendChild(body);d.appendChild(box);continue}
-   const p=document.createElement("p");if(i===4)p.className="runlog";p.textContent=part;d.appendChild(p)}}
+   /* Notes from the check are background, drawn quietly (test 01, BUG-2026-09-30-36). */
+   const p=document.createElement("p");if(i===4)p.className=/^Notes from the check/.test(part)?"runlog muted small vnotes":"runlog";p.textContent=part;d.appendChild(p)}}
  for(const x of iss){const g=document.createElement("div");g.className="cds-callout warn pendpanel";
   g.textContent=x;d.appendChild(g)}
  const when=document.createElement("p");when.className="cds-src";
@@ -53516,7 +53662,7 @@ let iFieldN=0;
 function iField(id,q,val,prefilled){const w=document.createElement("div");w.className="cds-field ifield"+(prefilled?" prefilled":"");
  const fid="ifield-"+(++iFieldN);
  const l=document.createElement("label");l.htmlFor=fid;l.textContent=q.label+(q.required?" *":"");if(prefilled)l.setAttribute("data-src",iPreSrc[id]||"your call");w.appendChild(l);
- if(prefilled)w.appendChild(mk("div","hint","Filled in from "+(iPreSrc[id]||"your call")+". Check it."));
+ if(prefilled)w.appendChild(mk("div","hint","Filled in from "+iSrcWords(id)+". Check it."));
  let inp;
  if(q.multi&&q.options&&q.options.length){
   // Several answers allowed (the GHL field is multi-choice) . checkboxes, stored as a list. (2026-08-25, finding 8)
@@ -53610,17 +53756,13 @@ function intakeWorkspace(id,name){const d=iData[id];const box=document.createEle
     :"Your own Claude asks the recorder you connected (Plaud, Otter, Fireflies\u2026) for that call; the transcript then goes to your Claude account and nowhere else.";
    const r=await iWork(id,async()=>(await clientPageRequest("/api/intake-prefill",{method:"POST",headers:{"Content-Type":"application/json"},body:JSON.stringify(payload)})).json());
    b.disabled=false;b.textContent="Fill the intake from this";
-   if(!r.ok){st.textContent=clientPageError(r.error,"Check the source and try reading it again.");return}
-   if(r.costs)iData[id].costs=r.costs;iPre[id]=iApplyProposals(id,r.answers);iPreSrc[id]=sub==="url"?"the link":"your call";for(const n of ["transcript","url","recorder"])delete iDraft[id+":"+n];
+   if(!r.ok){iFailNote(st,r);return}
+   for(const n of ["transcript","url","recorder"])delete iDraft[id+":"+n];
    /* Codex F2 (2026-09-06): a HELD answer (the words were said, the value was worked out) is a
       suggestion beside the field, never an answer. It reaches iAnswers only when the operator
-      clicks "Use it". Unverified answers (read by their Claude, not pasted here) are answers,
-      but the banner names them. */
-
-   iHeld[id]=r.held||{};iUnv[id]=r.unverified||[];
-   const heldKeys=Object.keys(iHeld[id]),unv=iUnv[id];
-   iNote[id]=(heldKeys.length?heldKeys.length+" answer"+(heldKeys.length===1?" was":"s were")+" worked out rather than heard and NOT filled in: "+heldKeys.join(", ")+". Each is shown beside its field with a Use it button. ":"")+(unv.length?unv.length+" could not be checked against the material because your Claude read it rather than you pasting it here: "+unv.join(", ")+". Check them.":"");
-   iMode[id]="fill";render(lastState,lastRun)};
+      clicks "Use it" or "Use all suggestions". Unverified answers (read by their Claude, not
+      pasted here) are answers, but the banner names them. */
+   iAfterFill(id,r,sub==="url"?"the link":"your call")};
   b.onclick=()=>readIt(false);icAfter(b,limitKey);
   const urlIn=document.createElement("input");urlIn.placeholder="https://\u2026 a shared transcript or recording page";
   urlIn.className="cds-input";urlIn.setAttribute("aria-label","Link to the transcript or recording");keepDraft(urlIn,id,"url");
@@ -53656,8 +53798,8 @@ function intakeWorkspace(id,name){const d=iData[id];const box=document.createEle
     rb.onclick=async()=>{rb.disabled=true;rb.textContent="Reading it\u2026";st.textContent="The text of "+f.name+" goes to your own Claude account to be read, and nowhere else.";
      const r=await iWork(id,async()=>(await clientPageRequest("/api/intake-prefill",{method:"POST",headers:{"Content-Type":"application/json"},body:JSON.stringify({locationId:id,labels:d.questions.map(q=>q.label),file:f.name})})).json());
      rb.disabled=false;rb.textContent="Fill the intake from this";
-     if(!r.ok){st.textContent=clientPageError(r.error,"Check the source and try reading it again.");return}
-     if(r.costs)iData[id].costs=r.costs;iPre[id]=iApplyProposals(id,r.answers);iPreSrc[id]="the document";iHeld[id]=r.held||{};iUnv[id]=r.unverified||[];const heldKeys=Object.keys(iHeld[id]),unv=iUnv[id];iNote[id]=(heldKeys.length?heldKeys.length+" answer"+(heldKeys.length===1?" was":"s were")+" worked out rather than heard and NOT filled in: "+heldKeys.join(", ")+". Each is shown beside its field with a Use it button. ":"")+(unv.length?unv.length+" could not be checked against the material because your Claude read it rather than you pasting it here: "+unv.join(", ")+". Check them.":"");iMode[id]="fill";render(lastState,lastRun)};
+     if(!r.ok){iFailNote(st,r);return}
+     iAfterFill(id,r,"the document")};
     const end=mk("span","end");end.appendChild(rb);row.appendChild(end);list.appendChild(row)}
 
    w.appendChild(list);
@@ -53667,9 +53809,7 @@ function intakeWorkspace(id,name){const d=iData[id];const box=document.createEle
   if(iSub[id]!=="doc"){w.appendChild(b);w.appendChild(st)}box.appendChild(w)}
  if(mode==="fill"||mode==="interview"){
   const qs=d.questions;const ans=iAnswers[id]||{};const pre=iPre[id]||[];
-  if(pre.length&&mode==="fill"){const banner=document.createElement("div");banner.className="cds-callout info pendpanel";
-   banner.textContent=pre.length+" answers pre-filled from "+(iPreSrc[id]||"your call")+". Correct anything wrong; "+(qs.length-pre.length)+" still need you.";box.appendChild(banner)}
-  if(mode==="fill"&&iNote[id]){const nb=document.createElement("div");nb.className="cds-callout warn pendpanel";nb.textContent=iNote[id];box.appendChild(nb)}
+  if(mode==="fill")iFillBanners(id,qs,box);
   if(mode==="interview"){const i=Math.min(iIdx[id]||0,qs.length-1);const q=qs[i];
    const prog=document.createElement("p");prog.className="cds-panel-label";prog.textContent="Question "+(i+1)+" of "+qs.length+" \xB7 "+q.sectionLabel;
    const qq=document.createElement("div");qq.className="cds-panel-title iq";qq.textContent=q.label;
@@ -53689,13 +53829,13 @@ function intakeWorkspace(id,name){const d=iData[id];const box=document.createEle
     {const rp=iReplacePanel(id,q.label);if(rp)box.appendChild(rp)}
     const held=(iHeld[id]||{})[q.label];
     if(held){const hr=document.createElement("div");hr.className="cds-callout warn cds-row";
-     const ht=document.createElement("span");ht.textContent="Worked out from your call, not heard: \u201C"+held.value+"\u201D. "+(held.because||"");hr.appendChild(ht);
+     const ht=document.createElement("span");ht.textContent="Suggested from "+iSrcWords(id)+": \u201C"+iShowVal(held.value)+"\u201D. "+(held.because||"");hr.appendChild(ht);
      const use=document.createElement("button");use.className="cds-btn ghost";use.textContent="Use it";
      const heldKey="replaceheld:"+id+":"+q.label;
      const dropHeld=()=>{const h=Object.assign({},iHeld[id]);delete h[q.label];iHeld[id]=h};
      use.onclick=()=>{const cur=(iAnswers[id]||{})[q.label];
       if(iConflicts(iAnswers[id]||{},q.label,held.value))return icShow(hr,heldKey,iReplaceSpec(id,q.label,cur,held.value,dropHeld));
-      iApplyProposals(id,{[q.label]:held.value});dropHeld();render(lastState,lastRun)};
+      iUseHeld(id,{[q.label]:held.value});dropHeld();render(lastState,lastRun)};
      hr.appendChild(use);box.appendChild(icAfter(hr,heldKey))}}
    if(hasForm){const save=document.createElement("button");save.className=d.connectionPending?"cds-btn ghost":"cds-btn";
    save.textContent="Review and submit the real form";save.disabled=Boolean(d.connectionPending);
@@ -53722,6 +53862,45 @@ function intakeWorkspace(id,name){const d=iData[id];const box=document.createEle
    if(hasForm&&iPrepared[id])preparedFormBlock(box,id)}}
  return box}
 let iNote={},iHeld={},iUnv={};
+/* A failed read says the plain sentence, and the real reason under Details (BUG-2026-09-30-38). */
+function iFailNote(st,r){st.textContent=clientPageError(r&&r.error,"Check the source and try reading it again.");
+ if(r&&r.detail){const d=mk("details","cds-details ifaildetail");d.appendChild(mk("summary","","Details"));d.appendChild(mk("p","small",r.detail));st.appendChild(document.createTextNode(" "));st.appendChild(d)}}
+/* What the intake was filled from, in the banner's words. */
+/* One word for the source in every banner line (review nit): your notes for a document, the transcript otherwise. */
+function iSrcWords(id){return (iPreSrc[id]||"your call")==="the document"?"your notes":"the transcript"}
+/* After Fill the intake from this (test 01 walkthrough, BUG-2026-09-30-35): the stated answers land, the
+   suggestions wait beside their fields, and the banners are drawn from what is on screen at each redraw. */
+function iAfterFill(id,r,src){if(r.costs)iData[id].costs=r.costs;iPre[id]=iApplyProposals(id,r.answers);iPreSrc[id]=src;
+ iHeld[id]=r.held||{};iHeldLeft[id]=0;iUnv[id]=r.unverified||[];const unv=iUnv[id];
+ iNote[id]=unv.length?unv.length+" could not be checked against the material because your Claude read it rather than you pasting it here: "+unv.join(", ")+". Check them.":"";
+ iMode[id]="fill";render(lastState,lastRun)}
+/* A suggestion the operator took counts as filled from the source, and is marked to check like the rest. */
+function iUseHeld(id,proposals){const applied=iApplyProposals(id,proposals);const pre=iPre[id]||(iPre[id]=[]);for(const l of applied)if(!pre.includes(l))pre.push(l);return applied}
+function iHasAnswer(v){return Array.isArray(v)?v.length>0:String(v==null?"":v).trim()!==""}
+/* Use all suggestions (BUG-2026-09-30-34): every suggestion that would not replace an answer already there.
+   The ones that would replace one stay beside their fields for the person to decide. Returns how many stayed. */
+function iUseAllHeld(id){const held=iHeld[id]||{};const answers=iAnswers[id]||{};const keep={};const take={};
+ /* The claims guard's questions (spots running out, the 72-hour price) are never taken in bulk (review): each waits for its own Use it. */
+ for(const [label,h] of Object.entries(held)){if(h.claims||iConflicts(answers,label,h.value))keep[label]=h;else take[label]=h.value}
+ iUseHeld(id,take);iHeld[id]=keep;return Object.keys(keep).length}
+/* The fill banners, counted from what is on screen: filled, suggestions waiting for a click, and what the
+   source did not answer at all, by name. */
+function iFillBanners(id,qs,box){const pre=iPre[id]||[];const held=iHeld[id]||{};const ans=iAnswers[id]||{};const heldN=Object.keys(held).length;
+ if(!pre.length&&!heldN){if(iNote[id]){const nb=mk("div","cds-callout warn pendpanel",iNote[id]);box.appendChild(nb)}return}
+ const missing=qs.filter(q=>!iHasAnswer(ans[q.label])&&!held[q.label]).map(q=>q.label);
+ const src=iSrcWords(id);
+ const banner=mk("div","cds-callout info pendpanel ifillbanner");
+ banner.appendChild(mk("p","",[pre.length+" filled from "+src+". Correct anything wrong.",heldN?heldN+" suggested, waiting for your click.":"",missing.length?missing.length+" not in "+src+": listed below.":"Nothing else is missing."].filter(Boolean).join(" ")));
+ if(missing.length){const ul=mk("ul","cds-list imissing");for(const l of missing)ul.appendChild(mk("li","",l));banner.appendChild(ul)}
+ box.appendChild(banner);
+ if(heldN){const nb=mk("div","cds-callout warn pendpanel cds-stack iheldbanner");
+  nb.appendChild(mk("p","",heldN+" more "+(heldN===1?"answer was":"answers were")+" suggested from "+src+". Check "+(heldN===1?"it":"them")+" and click Use all suggestions, or Use it on each."));
+  const all=mk("button","cds-btn","Use all suggestions");all.type="button";
+  all.onclick=()=>{const left=iUseAllHeld(id);iHeldLeft[id]=left;render(lastState,lastRun)};nb.appendChild(all);
+  if(iHeldLeft[id])nb.appendChild(mk("p","muted",iHeldLeft[id]+" "+(iHeldLeft[id]===1?"suggestion was":"suggestions were")+" not used because "+(iHeldLeft[id]===1?"it":"they")+" would replace an answer already there, or decide"+(iHeldLeft[id]===1?"s":"")+" what the texts may promise. Use it on each to choose."));
+  box.appendChild(nb)}
+ if(iNote[id])box.appendChild(mk("div","cds-callout warn pendpanel",iNote[id]))}
+let iHeldLeft={};
 ${ASSESSMENT_PANEL_JS}
 let rOpen={},rData={},rBusy={},rSeen={};
 let profCache=null,profLoading=false;
@@ -53909,6 +54088,13 @@ b.textContent=answer?"Yes":"No";
 let agencyReady=false;
 function ncField(label,control,hint,full){const w=mk("div","cds-field"+(full?" ncfull":""));const l=mk("label","",label);l.htmlFor=control.id;w.appendChild(l);
  if(hint){const h=mk("div","hint",hint);h.id=control.id+"-hint";control.setAttribute("aria-describedby",h.id);w.appendChild(h)}w.appendChild(control);return w}
+/* What was typed on Build a client account, by field id (test 01 walkthrough, BUG-2026-09-30-32). The screen
+   draws again when late data arrives (the snapshot list, the agency check), and a sub-account id typed in the
+   first seconds was wiped. Each field takes its typed value back when drawn; a successful create or register
+   clears it. */
+let ncDraft={};
+function ncKeep(el){const k=el.id;if(ncDraft[k]!=null)el.value=ncDraft[k];const save=()=>{ncDraft[k]=el.value};el.addEventListener("input",save);el.addEventListener("change",save);return el}
+function ncForget(ids){for(const k of ids)delete ncDraft[k]}
 function newClientForm(){const f=document.createElement("div");f.className="cds-panel ncform";
  f.innerHTML="<h2 class='cds-panel-title'>Create the sub-account</h2><p>GHL Command creates sub-accounts on GoHighLevel's Agency Pro plan; on other plans you create it in GoHighLevel and paste its key into Command OS.</p>";
  const g=document.createElement("div");g.className="ncgrid";
@@ -53918,6 +54104,7 @@ function newClientForm(){const f=document.createElement("div");f.className="cds-
  const snap=document.createElement("select");snap.id="nc-snapshot";snap.innerHTML='<option value="">No snapshot (blank account)</option>';snap.className="cds-select nccontrol";
  if(snapshots)for(const sn of snapshots){const e=document.createElement("option");e.value=sn.id;e.textContent=(sn.type==="own"?"Yours: ":"")+sn.name;snap.appendChild(e)}
  const fn=mkIn("nc-first"),ln=mkIn("nc-last"),em=mkIn("nc-email"),city=mkIn("nc-city"),st=mkIn("nc-state"),tz=mkIn("nc-timezone");em.type="email";tz.value=${scriptJson(readAgencyProfile().defaults?.timezone || "")};
+ for(const el of [name,ind,snap,fn,ln,em,city,st,tz])ncKeep(el);
  for(const [label,el,hint,full] of [["Business name *",name,"",true],["Industry *",ind,"Tailors this client's intake."],["Snapshot",snap,"",false],["Owner first name",fn],["Owner last name",ln],["Owner email",em,"",true],["City",city],["State",st],["Timezone",tz,"Confirm this client\u2019s timezone for appointment times. For example America/Phoenix.",true]])g.appendChild(ncField(label,el,hint,full));
  f.appendChild(g);
  if(snapshotError)showClientError(snapshotError,f);
@@ -53925,7 +54112,7 @@ function newClientForm(){const f=document.createElement("div");f.className="cds-
  b.onclick=async()=>{if(!ind.value){showClientError("Choose the client industry.",f);return}if(!name.value.trim()){showClientError("Enter the business name, then create the sub-account.",f);return}
   b.disabled=true;b.textContent="Creating\u2026";
   const r=await(await clientPageRequest("/api/new-client",{method:"POST",headers:{"Content-Type":"application/json"},body:JSON.stringify({name:name.value.trim(),industry:ind.value,snapshot_id:snap.value||undefined,first_name:fn.value.trim()||undefined,last_name:ln.value.trim()||undefined,email:em.value.trim()||undefined,city:city.value.trim()||undefined,state:st.value.trim()||undefined,timezone:tz.value.trim()||undefined})})).json();
-  if(r.ok){canCreateSubAccounts=true;planNotice="";registerNotice="";chooseIntakeClient({locationId:r.locationId,name:r.name,pending:!r.registered})}
+  if(r.ok){ncForget(["nc-name","nc-industry","nc-snapshot","nc-first","nc-last","nc-email","nc-city","nc-state","nc-timezone"]);canCreateSubAccounts=true;planNotice="";registerNotice="";chooseIntakeClient({locationId:r.locationId,name:r.name,pending:!r.registered})}
   else{if(r.canCreateSubAccounts===false){canCreateSubAccounts=false;planNotice=r.error;render(lastState,lastRun)}
    else showClientError(r.error,f,"GHL Command creates sub-accounts on GoHighLevel's Agency Pro plan; on other plans you create it in GoHighLevel and paste its key into Command OS.");b.disabled=false;b.textContent="Create sub-account"}};
  b.disabled=!agencyReady;
@@ -53936,7 +54123,8 @@ function pasteKeyCard(quiet){const card=document.createElement("section");card.c
  const help=document.createElement("p");help.textContent="Create the sub-account in GoHighLevel, then paste its Private Integration key here.";card.appendChild(help);
  const grid=document.createElement("div");grid.className="ncgrid";card.appendChild(grid);
  const field=(text,id)=>{const input=document.createElement("input");input.id=id;input.className="cds-input nccontrol";input.setAttribute("aria-label",text);grid.appendChild(ncField(text,input));return input};
- const id=field("Sub-account id","register-client-id"),key=field("Private Integration key","register-client-key");key.type="password";key.autocomplete="off";key.setAttribute("spellcheck","false");key.setAttribute("data-lpignore","true");key.disabled=registerBusy;id.disabled=registerBusy;
+ /* The id is kept across a redraw; the key never is, in memory or anywhere else (review LOW 9). */
+ const id=ncKeep(field("Sub-account id","register-client-id")),key=field("Private Integration key","register-client-key");key.type="password";key.autocomplete="off";key.setAttribute("spellcheck","false");key.setAttribute("data-lpignore","true");key.disabled=registerBusy;id.disabled=registerBusy;
  // Paths live in ghl-click-paths.ts (key path checked 2026-09-06 through Basic info, and 2026-09-29 with the
  // Location ID in Business Profile). Scopes step exact labels: [to confirm live]; do not name them here.
  const helpDetails=document.createElement("details");helpDetails.className="cds-details";
@@ -53951,7 +54139,7 @@ function pasteKeyCard(quiet){const card=document.createElement("section");card.c
   const r=await(await clientPageRequest("/api/register-client",{method:"POST",headers:{"Content-Type":"application/json"},body:body})).json();
   key.value="";key.disabled=false;id.disabled=false;registerBusy=false;registerFailed=!r.ok;
   registerNotice=r.ok?r.message:(r.error||"The sub-account could not be registered; check the connection and try again.");
-  if(r.ok){planNotice="";registerNextId=String(r.locationId||"");chooseIntakeClient({locationId:r.locationId,name:r.name})}
+  if(r.ok){ncForget(["register-client-id"]);planNotice="";registerNextId=String(r.locationId||"");chooseIntakeClient({locationId:r.locationId,name:r.name})}
   else{const shown=document.getElementById("register-client-status")||status,action=document.getElementById("register-client-button")||button;shown.setAttribute("role","alert");shown.textContent=registerNotice;const shownKey=document.getElementById("register-client-key"),shownId=document.getElementById("register-client-id");if(shownKey){shownKey.value="";shownKey.disabled=false}if(shownId)shownId.disabled=false;action.disabled=false;action.textContent="Register"}};
  /* Enter in either field submits, as a form would (rehearsal 5, BUG-2026-09-30-18): the key was
     pasted, Register never clicked, and nothing said so. The button's own handler does the work. */
@@ -54033,6 +54221,32 @@ function staffCard(c,state){const box=document.createElement("section");box.clas
   for(const line of staffSaid[c.locationId])said.appendChild(mk("p","",line));
   const done=mk("button","cds-btn ghost","Done");done.type="button";done.onclick=()=>{delete staffSaid[c.locationId];said.remove()};said.appendChild(done);box.appendChild(said)}
  return box}
+/* Is a submitted intake in for this client? From the intake as last read here, else as the server last read it. */
+function intakeIsIn(id,state){const d=iData[id];if(d&&d.ok)return d.status==="received";return (((state||{}).intakeInputs||{})[id]||{}).status==="received"}
+/* The Complete the intake button, its status chip and, when open, the intake itself (one copy, drawn where the card puts it). */
+let iUnder={};
+function intakeEntry(c,div,under){const ir=document.createElement("div");ir.className="cds-row";ir.id="intake-"+c.locationId;
+  const ib2=document.createElement("button");ib2.className="cds-btn ghost";ib2.textContent=iOpen[c.locationId]?"Close the intake":"Complete the intake";ib2.setAttribute("aria-expanded",String(Boolean(iOpen[c.locationId])));
+  ib2.onclick=async()=>{iOpen[c.locationId]=!iOpen[c.locationId];if(iOpen[c.locationId]&&under)iUnder[c.locationId]=true;if(!iOpen[c.locationId]){iRetryStop(c.locationId);delete iUnder[c.locationId]}if(iOpen[c.locationId]&&!iData[c.locationId])await iLoad(c.locationId);else render(lastState,lastRun)};
+  ir.appendChild(ib2);
+  const dd=iData[c.locationId];
+  if(dd&&dd.ok){const ic=document.createElement("span");ic.className="cds-chip istatus "+(dd.status==="received"?"ok":dd.status==="sent"?"warn":"");
+   ic.textContent=dd.status==="received"?("ANSWERS IN"+(dd.channel==="form"?" \xB7 FORM":dd.channel==="cockpit"?" \xB7 SAVED HERE":"")):dd.status==="sent"?"SENT":"NOT STARTED";
+   ic.title=dd.channel==="form"?"A real form submission, visible in GHL's Submissions and re-readable later.":dd.channel==="cockpit"?"Saved from Command OS onto a tagged contact (no form submission).":"";ir.appendChild(ic)}
+  div.appendChild(ir);
+  if(iOpen[c.locationId])div.appendChild(unnest(intakeWorkspace(c.locationId,c.name)))}
+/* Opens the intake where the card draws it and scrolls to it (test 01, BUG-2026-09-30-30/-31). A first opening
+   goes straight to From a call or a document, the fastest way to fill it. */
+/* The scroll waits for the redraw (BUG-2026-09-30-39): a smooth scroll started before the intake had drawn,
+   and the redraw that followed (its document list arriving) put the page back where it was. For a moment
+   after the click, every redraw ends by bringing the intake into view, instantly. */
+let iScrollTo=null;const I_SCROLL_MS=2500;
+function iScrollAfterRender(){const p=iScrollTo;if(!p)return;if(Date.now()>p.until){iScrollTo=null;return}
+ const t=document.getElementById("intake-"+p.id);if(!t)return;try{t.scrollIntoView({block:"start"})}catch(e){}
+ if(!p.focused){p.focused=true;const f=t.querySelector("button");if(f)try{f.focus({preventScroll:true})}catch(e){}}}
+function openIntake(id){iOpen[id]=true;iUnder[id]=true;if(!iMode[id])iMode[id]="transcript";iScrollTo={id:id,until:Date.now()+I_SCROLL_MS};
+ const go=()=>{render(lastState,lastRun);requestAnimationFrame(iScrollAfterRender)};
+ if(!iData[id])iLoad(id).then(go,go);else go()}
 function card(c,state,run){const st=(state.clients[c.locationId]||{stages:STAGES.map(()=>"pending")}).stages;
  const sandbox=typeOf(state,c.locationId)==="sandbox";
  // A template or hidden account opens only so its owner can lock or unlock it and change its
@@ -54070,6 +54284,12 @@ title.textContent="Claude usage for this client";details.appendChild(title);for(
  const liveI=run&&run.running&&run.locationId===c.locationId&&typeof run.stage==="number"?run.stage:-1;
  const isDone=i=>(st[i]||"pending")==="done"&&!staleOf(i)&&i!==liveI;
  let curI=-1;for(let i=0;i<STAGES.length;i++){if(!isDone(i)){curI=i;break}}
+ /* Test 01 walkthrough (BUG-2026-09-30-31): while Brief is next and no intake is in, the intake is the
+    next job, so its entry point sits right under the steps instead of four screens down. */
+ const intakeNext=!parkedType&&curI===1&&st[0]==="done"&&!intakeIsIn(c.locationId,state);
+ /* Opened under the steps, it stays there while it is open, after a submit too (review LOW 7). */
+ const intakeUp=!parkedType&&st[0]==="done"&&(intakeNext||Boolean(iUnder[c.locationId]&&iOpen[c.locationId]));
+ const intakeFirst=intakeNext;
  /* A step still waiting on the owner's approval is not counted as done, so the count matches its "Your call" chip. */
  const nDone=STAGES.filter((_,i)=>isDone(i)&&!(i===2&&!(state.buildApproved||{})[c.locationId])).length;
  // Where it stands, in words; each row's pin repeats its state and its chip names it.
@@ -54137,6 +54357,10 @@ title.textContent="Claude usage for this client";details.appendChild(title);for(
   /* What the last run found, in owner words: a warn chip counting the issues with its See details toggle;
      Verify's own verdict; the plain summary; a raw system note only under Details. */
   const mkNote=()=>{let note=null;
+  /* Brief's own run found no intake (review LOW 8): the gate's sentence, and its button unless the next step already shows one. */
+  if(!live&&oc&&i===1&&oc.reason==="intake-needed"){note=mk("span","snote sintakenote",${scriptJson(BRIEF_NEEDS_INTAKE2)});
+   if(!intakeFirst){const go=mk("button","cds-btn ghost srunintake","Complete the intake");go.type="button";go.onclick=e=>{e.stopPropagation();openIntake(c.locationId)};note.appendChild(document.createTextNode(" "));note.appendChild(go)}
+   return note}
   if(!live&&oc&&(oc.summary||(oc.issues||[]).length)){
    const passed=i===4&&oc.ok===true,plainSaid=Boolean(oc.plain&&oc.plain.summary);
    if(!passed&&nIss){note=mk("span","snote");if(!doneWithIssues&&!staleIssues)note.appendChild(chip("warn",nIss+" "+plural(nIss,"issue")));const see=mk("button","cds-link snote-see","See details");see.type="button";see.onclick=toggleIssues;note.appendChild(see);return note}
@@ -54182,6 +54406,8 @@ title.textContent="Claude usage for this client";details.appendChild(title);for(
    rnShow(btn,runKeyOf,null);const j=await postRun();
    if(j&&j.ok){load();return}
    if(i===1&&j&&j.reason==="intake-missing"){rnShow(btn,runKeyOf,{wait:true,waitId:c.locationId,text:BRIEF_WAIT_TEXT});await briefWait(c.locationId,runKeyOf,postRun,j.error);return}
+   /* One Complete the intake button (review nit): the line carries it only when the next step does not. */
+   if(i===1&&j&&j.reason==="intake-needed"){rnShow(btn,runKeyOf,intakeFirst?{text:runFailText(j)}:{text:runFailText(j),openIntake:c.locationId});load();return}
    rnShow(btn,runKeyOf,{text:runFailText(j),wasDone:wasDone});load()};
   const mkRun=(cls,label)=>{const b=document.createElement("button");b.className=cls;
    const busy=run&&run.running;b.textContent=busy&&run.locationId===c.locationId&&run.stage===i?"Running\u2026":label;
@@ -54197,11 +54423,13 @@ title.textContent="Claude usage for this client";details.appendChild(title);for(
    const h3=document.createElement("h3");h3.className="cds-panel-title";h3.textContent=parkedType?"Nothing is built into this account":(i+1)+". "+LABELS[i];main.appendChild(h3);
    const pa=document.createElement("p");pa.textContent=parkedType?"It opens here so you can lock or unlock it, or change its type to Client to build it.":stepAbout(i,c,true);main.appendChild(pa);
    if(mustChoose&&!parkedType){const pc=document.createElement("p");pc.className="swarn";pc.textContent="First choose what the client bought. Only those parts get built.";main.appendChild(pc)}
+   if(i===1&&intakeFirst&&!live&&!(oc&&oc.reason==="intake-needed")){main.appendChild(mk("p","swarn sintake",${scriptJson(BRIEF_NEEDS_INTAKE2)}))}
    if(live)main.appendChild(mkLive());
    if(stale&&!live){const w=document.createElement("div");w.className="cds-row";w.appendChild(chip(chipOf[1],chipOf[0]));w.appendChild(mk("span","swarn",stale.reason));main.appendChild(w)}
    const pn=mkNote();if(pn){const w=document.createElement("div");w.className="snoteline";w.appendChild(pn);main.appendChild(w)}
    const btns=document.createElement("div");btns.className="sbtns";
    if(gateOpen&&!anyBusy&&!parkedType)btns.appendChild(mkGate("cds-btn gatebtn sbig"));
+   if(i===1&&intakeFirst&&!live&&!iOpen[c.locationId]){const ib=mk("button","cds-btn sbig sintakebtn","Complete the intake");ib.type="button";ib.onclick=ev=>{ev.stopPropagation();openIntake(c.locationId)};btns.appendChild(ib)}
    if(canBuild&&POWERED.includes(i))btns.appendChild(mkRun("cds-btn runbtn sbig","Run "+LABELS[i]));
    if(!parkedType&&canBuild&&POWERED.includes(i)&&run&&run.running&&run.locationId!==c.locationId){const why=document.createElement("p");why.className="muted swhy";why.textContent="A step is running for another client. This one can start when it finishes.";btns.appendChild(why)}
    if(!btns.children.length&&!live&&!parkedType){const why=document.createElement("p");why.className="muted swhy";
@@ -54219,6 +54447,8 @@ title.textContent="Claude usage for this client";details.appendChild(title);for(
   const needsN=(curI<0||curLive?0:1)+approvalWaits;const afterN=Math.max(0,after-approvalWaits);
   s.textContent=nDone+" done"+(curI<0&&!approvalWaits?"":(curLive?" \xB7 1 running now":"")+(needsN?" \xB7 "+needsN+" needs you":"")+(curI<0?"":" \xB7 "+afterN+" after that"));plabel.appendChild(s)}
  div.appendChild(row);
+ /* Closed, the next step's own Complete the intake button is the one way in (review nit: one button); open, it sits here. */
+ if(intakeUp&&iOpen[c.locationId])intakeEntry(c,div,true);
  for(let i=0;i<STAGES.length;i++){if(oOpen[c.locationId+":"+i]){const op=outcomePanel(c.locationId,i,state);if(op)div.appendChild(unnest(op))}}
  const view=(state.buildViews||{})[c.locationId];
  // The plan is reference material, not the page. Printed open it was 33,759 px of
@@ -54324,16 +54554,7 @@ title.textContent="Claude usage for this client";details.appendChild(title);for(
   rb.onclick=async()=>{rOpen[c.locationId]=!rOpen[c.locationId];rSeen[c.locationId]=true;if(rOpen[c.locationId]&&!rData[c.locationId])await rLoad(c.locationId);else render(lastState,lastRun)};
   rr.appendChild(rb);div.appendChild(rr);
   if(rOpen[c.locationId])div.appendChild(unnest(reviewPanel(c.locationId,c.name,state,run)))}
- if(st[0]==="done"){const ir=document.createElement("div");ir.className="cds-row";
-  const ib2=document.createElement("button");ib2.className="cds-btn ghost";ib2.textContent=iOpen[c.locationId]?"Close the intake":"Complete the intake";ib2.setAttribute("aria-expanded",String(Boolean(iOpen[c.locationId])));
-  ib2.onclick=async()=>{iOpen[c.locationId]=!iOpen[c.locationId];if(!iOpen[c.locationId])iRetryStop(c.locationId);if(iOpen[c.locationId]&&!iData[c.locationId])await iLoad(c.locationId);else render(lastState,lastRun)};
-  ir.appendChild(ib2);
-  const dd=iData[c.locationId];
-  if(dd&&dd.ok){const ic=document.createElement("span");ic.className="cds-chip istatus "+(dd.status==="received"?"ok":dd.status==="sent"?"warn":"");
-   ic.textContent=dd.status==="received"?("ANSWERS IN"+(dd.channel==="form"?" \xB7 FORM":dd.channel==="cockpit"?" \xB7 SAVED HERE":"")):dd.status==="sent"?"SENT":"NOT STARTED";
-   ic.title=dd.channel==="form"?"A real form submission, visible in GHL's Submissions and re-readable later.":dd.channel==="cockpit"?"Saved from Command OS onto a tagged contact (no form submission).":"";ir.appendChild(ic)}
-  div.appendChild(ir);
-  if(iOpen[c.locationId])div.appendChild(unnest(intakeWorkspace(c.locationId,c.name)))}
+ if(st[0]==="done"&&!intakeUp)intakeEntry(c,div,false);
  if(run&&run.locationId===c.locationId&&(run.running||run.lines&&run.lines.length)){
   const bp=buildPanel(run);
   if(bp){div.appendChild(unnest(bp));
@@ -54431,6 +54652,8 @@ function icLive(key){return [...document.querySelectorAll(".ic-panel")].filter(x
 let runNote={},rnQueue=[];
 function runFailText(j){return (j&&j.error)||"Command OS could not confirm the result. Refresh this client to read its saved state before retrying."}
 function rnEl(key){const n=runNote[key];const p=mk("p",n.wait?"muted srunnote":"cds-callout warn srunnote",n.text);p.dataset.rn=key;p.setAttribute("role",n.wait?"status":"alert");
+ /* Brief refused for want of an intake (test 01, BUG-2026-09-30-30): the line carries the way to the intake panel. */
+ if(n.openIntake){const go=mk("button","cds-btn ghost srunintake","Complete the intake");go.type="button";go.onclick=e=>{e.stopPropagation();openIntake(n.openIntake)};p.appendChild(document.createTextNode(" "));p.appendChild(go)}
  if(n.wait&&n.waitId){const stop=mk("button","cds-link srunstop","Stop waiting");stop.type="button";stop.onclick=e=>{e.stopPropagation();briefStop(n.waitId,key)};p.appendChild(document.createTextNode(" "));p.appendChild(stop)}
  return p}
 function rnLive(key){return [...document.querySelectorAll(".srunnote")].filter(x=>x.dataset.rn===key)}
@@ -54947,7 +55170,7 @@ function restoreView(v){const m=document.getElementById("main");if(!v||!m)return
  if(v.focus){const el=[...m.querySelectorAll(v.focus.tag)].filter(x=>fieldKey(x,m)===v.focus.key)[v.focus.n];
   if(el&&document.activeElement!==el){try{el.focus({preventScroll:true})}catch(e){}try{if(v.focus.st!=null)el.setSelectionRange(v.focus.st,v.focus.en)}catch(e){}}}
  if(window.scrollX!==v.x||window.scrollY!==v.y){try{window.scrollTo(v.x,v.y)}catch(e){}}}
-function render(state,run){const v=captureView();try{if(state)icPrune(state);rnPrune(state,run);renderPage(state,run);icFlush();rnFlush()}finally{lastDrawnSig=dataSig(state,run);restoreView(v)}}
+function render(state,run){const v=captureView();try{if(state)icPrune(state);rnPrune(state,run);renderPage(state,run);icFlush();rnFlush()}finally{lastDrawnSig=dataSig(state,run);restoreView(v);iScrollAfterRender()}}
 function renderPage(state,run){if(state.roster){ROSTER.splice(0,ROSTER.length,...state.roster)}syncReviews(state);lastState=state;lastRun=run;
  if(state&&state.protectedAccounts)PROTECTED=state.protectedAccounts;const m=document.getElementById("main");m.innerHTML="";
  /* Four screens share this page's data and differ only in what they show. */
@@ -56362,7 +56585,7 @@ ${opportunityNoteFailure?.detail ?? ""}`);
             if (!c) throw new Error(INTAKE_UNREADABLE);
             const snap = await readIntakeSnapshot(c, locationId2);
             if (snap.status === "unavailable") throw intakeUnavailableError(snap);
-            if (snap.status !== "received") throw new Error("Open the real form, submit it, then refresh.");
+            if (snap.status !== "received") throw new Error(BRIEF_NEEDS_INTAKE2);
             const required = composeQuestionSet({ industry: st0.accounts?.[locationId2]?.industry, agency: readOverlay() }).filter((q3) => q3.required && !String(normalizedAnswers?.[q3.label] ?? normalizedAnswers?.[q3.key] ?? "").trim());
             if (required.length) throw new Error("Complete these required intake answers: " + required.map((q3) => q3.label).join(", ") + ".");
           }
@@ -56461,7 +56684,7 @@ ${opportunityNoteFailure?.detail ?? ""}`);
           res.writeHead(400, { "Content-Type": "application/json" });
           logQuietly(`client-intake ${new URL(req.url || "/", "http://x").searchParams.get("locationId") || ""}: ${e instanceof Error ? e.message : String(e)}`);
           if (e instanceof Error && e.message === INTAKE_READ_TRANSIENT) res.end(JSON.stringify({ ok: false, transient: true, error: INTAKE_REFRESH_RETRYING }));
-          else res.end(JSON.stringify({ ok: false, error: intakeRequestError(e) }));
+          else res.end(JSON.stringify(intakeRefusal(e)));
         }
       })();
       return;
@@ -56482,7 +56705,8 @@ ${opportunityNoteFailure?.detail ?? ""}`);
           res.end(JSON.stringify({ ok: true, url: pf.url, leftovers: pf.leftovers }));
         } catch (e) {
           res.writeHead(400, { "Content-Type": "application/json" });
-          res.end(JSON.stringify({ ok: false, error: intakeRequestError(e) }));
+          logQuietly(`${url}: ${e instanceof Error ? e.message : String(e)}`);
+          res.end(JSON.stringify(intakeRefusal(e)));
         }
       });
       return;
@@ -56519,17 +56743,7 @@ ${opportunityNoteFailure?.detail ?? ""}`);
             if (ready.smoked) recordRunCost({ at: (/* @__PURE__ */ new Date()).toISOString(), locationId: args.locationId, stage: 0, kind: "engine-check", ok: ready.ok, costUsd: ready.smokeCostUsd });
             if (!ready.ok) throw new Error(engineRepair(ready.version));
             if (typeof args.transcript === "string" && args.transcript.length > 6e4) throw new Error("The limit is 60,000 characters. Paste an excerpt or shorten this text file.");
-            let fileSource = null;
-            if (args.file) {
-              const name = safeDocName(args.file);
-              const dir = clientDocsDir(args.locationId);
-              const p = path40.join(dir, name);
-              if (!fs42.existsSync(p)) throw new Error("that document is not saved for this client");
-              if (fs42.lstatSync(p).isSymbolicLink() || !insideDir(dir, p)) throw new Error("that document is not saved for this client");
-              const text2 = fs42.readFileSync(p, "utf8");
-              if (text2.length > 6e4) throw new Error("The limit is 60,000 characters. Paste an excerpt or shorten this text file.");
-              fileSource = { kind: "text", text: text2 };
-            }
+            const fileSource = args.file ? { kind: "text", text: readSavedClientDoc(args.locationId, args.file) } : null;
             const source = fileSource ? fileSource : args.url ? { kind: "url", url: String(args.url) } : args.instruction ? { kind: "recorder", instruction: String(args.instruction) } : { kind: "text", text: String(args.transcript ?? "") };
             const toolContext = { servers: [] };
             if (source.kind === "recorder") {
@@ -56613,7 +56827,8 @@ ${opportunityNoteFailure?.detail ?? ""}`);
           return;
         } catch (e) {
           res.writeHead(400, { "Content-Type": "application/json" });
-          res.end(JSON.stringify({ ok: false, error: intakeRequestError(e) }));
+          logQuietly(`${url}: ${e instanceof Error ? e.message : String(e)}`);
+          res.end(JSON.stringify(intakeRefusal(e)));
         }
       });
       return;
@@ -57526,7 +57741,7 @@ ${opportunityNoteFailure?.detail ?? ""}`);
     process.on("SIGTERM", stop2);
   });
 }
-var import_zod67, import_node_util5, fs42, path40, http, import_child_process4, import_child_process5, osmod, STAGES2, ACCOUNT_TYPES, SECOND_CLIENT_NO_INTAKE, CHOOSE_WHAT_THEY_BOUGHT, CHOOSE_BEFORE_BUILD, SCOPE_REFUSAL, NOTHING_BOUGHT, NOTHING_BUILT_FROM_TICKS, ASSESSMENT_CHANGED_SINCE_APPROVAL, APPROVAL_WITHDRAWN_FOR_ASSESSMENT, NOTHING_TICKED_IN_PLAN, SCOPE_CHANGED_SINCE_APPROVAL, APPROVAL_WITHDRAWN_FOR_SCOPE, activeRun2, handoffEmailPreviews, UPGRADE_MSG, DOC_EXTS, DOC_MAX_BYTES, queueScanOnce, PARKED_NOT_BUILT, NEEDS_AGENCY_KEY, INTAKE_UNREADABLE, INTAKE_READ_TRANSIENT, INTAKE_REFRESH_RETRYING, INTAKE_ANSWERS_MISSING, INTAKE_READ_FAILED, RUN_IN_PROGRESS, BUSINESS_TYPE_FOR_INDUSTRY, INTAKE_FORM_REQUIRED, INTAKE_CONNECT_REQUIRED, INTAKE_OWN_MESSAGES, currentRosterRef, staffGateRef, BOARD_ROUTES, BOARD_TITLES, SCREEN_HEADS, anthropicKeyWrites, SEAT_TOKEN_HEADER, NOT_SIGNED_IN_MSG, SEAT_GUARDED_READS, ConnectionRequest, DisconnectRequest, ReportBrandSaveRequest;
+var import_zod67, import_node_util5, fs42, path40, http, import_child_process4, import_child_process5, osmod, STAGES2, ACCOUNT_TYPES, SECOND_CLIENT_NO_INTAKE, CHOOSE_WHAT_THEY_BOUGHT, CHOOSE_BEFORE_BUILD, SCOPE_REFUSAL, NOTHING_BOUGHT, NOTHING_BUILT_FROM_TICKS, ASSESSMENT_CHANGED_SINCE_APPROVAL, APPROVAL_WITHDRAWN_FOR_ASSESSMENT, NOTHING_TICKED_IN_PLAN, SCOPE_CHANGED_SINCE_APPROVAL, APPROVAL_WITHDRAWN_FOR_SCOPE, activeRun2, handoffEmailPreviews, UPGRADE_MSG, DOC_EXTS, DOC_MAX_BYTES, queueScanOnce, DOC_NOT_SAVED, PARKED_NOT_BUILT, NEEDS_AGENCY_KEY, INTAKE_UNREADABLE, INTAKE_READ_TRANSIENT, INTAKE_REFRESH_RETRYING, INTAKE_ANSWERS_MISSING, INTAKE_READ_FAILED, RUN_IN_PROGRESS, BRIEF_NEEDS_INTAKE2, BUSINESS_TYPE_FOR_INDUSTRY, INTAKE_FORM_REQUIRED, INTAKE_CONNECT_REQUIRED, INTAKE_OWN_MESSAGES, currentRosterRef, staffGateRef, BOARD_ROUTES, BOARD_TITLES, SCREEN_HEADS, anthropicKeyWrites, SEAT_TOKEN_HEADER, NOT_SIGNED_IN_MSG, SEAT_GUARDED_READS, ConnectionRequest, DisconnectRequest, ReportBrandSaveRequest;
 var init_dashboard = __esm({
   "src/dashboard.ts"() {
     "use strict";
@@ -57668,6 +57883,7 @@ var init_dashboard = __esm({
     DOC_EXTS = /* @__PURE__ */ new Set([".md", ".txt", ".vtt", ".srt", ".csv"]);
     DOC_MAX_BYTES = 20 * 1024 * 1024;
     queueScanOnce = scanGate();
+    DOC_NOT_SAVED = "That document is not saved for this client any more. Choose it again from the list, or add it again.";
     PARKED_NOT_BUILT = "Template and hidden accounts are not built from Command OS. Change the account's type to Client first.";
     NEEDS_AGENCY_KEY = "No agency key on file. Run register_agency_key in GHL Command first.";
     INTAKE_UNREADABLE = "Command OS could not read this client's account. Paste its key again in Build a client account.";
@@ -57676,6 +57892,7 @@ var init_dashboard = __esm({
     INTAKE_ANSWERS_MISSING = "The intake form shows a submission, but no contact in this client's account has the answers yet. If the client has not submitted the form, send it again. If they have, press Refresh status in a minute.";
     INTAKE_READ_FAILED = "The intake could not be read. Press Refresh status to try again.";
     RUN_IN_PROGRESS = "a run is already in progress";
+    BRIEF_NEEDS_INTAKE2 = BRIEF_NEEDS_INTAKE;
     BUSINESS_TYPE_FOR_INDUSTRY = { "med-spa": "Med spa", "wellness-clinic": "Wellness clinic", clinic: "Clinic / practice", coach: "Coach / consultant", "local-service": "Local service", ecommerce: "Ecommerce", agency: "Agency" };
     INTAKE_FORM_REQUIRED = "Run the intake step in Client builds to create the form, then come back and submit.";
     INTAKE_CONNECT_REQUIRED = "Connect this sub-account by pasting its Private Integration key in Command OS.";
@@ -57691,7 +57908,9 @@ var init_dashboard = __esm({
       INTAKE_FORM_REQUIRED,
       "Confirm the contact creation and email before sending the questionnaire.",
       "Choose a registered client before saving the intake.",
-      "Enter intake answers as text or a list of choices."
+      "Enter intake answers as text or a list of choices.",
+      DOC_NOT_SAVED,
+      "Only plain text (.txt, .md, .csv), .vtt and .srt files can be saved here."
     ];
     currentRosterRef = () => [];
     staffGateRef = async () => null;

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@elitedcs/ghl-mcp",
-  "version": "3.89.0-beta.6",
+  "version": "3.89.0-beta.7",
   "mcpName": "io.github.drjerryrelth/ghl-command",
   "description": "GoHighLevel MCP Server for Claude. 250 tools — full CRM, automation, marketing control, account-wide workflow audit, live funnel-capture verification, and the only programmatic GHL workflow builder, now multi-tenant across client accounts.",
   "main": "dist/index.js",