trueppm-api 0.4.0__py3-none-any.whl

trueppm_api/apps/projects/fixtures/seeds/helios-crm-replacement.json

@@ -0,0 +1,1410 @@
+{
+  "schema_version": "2.1",
+  "program": {
+    "slug": "helios-crm-replacement",
+    "name": "Helios CRM Replacement",
+    "description": "Hybrid-small sample — a completed waterfall planning phase feeding an agile build phase, with a cross-phase dependency.",
+    "methodology": "HYBRID",
+    "color": "#2E8B8B",
+    "lead": "jordan",
+    "backlog_items": [
+      {
+        "slug": "territory-assignment-rules",
+        "title": "Territory assignment rules",
+        "item_type": "feature",
+        "tags": [
+          "late-requirement"
+        ],
+        "priority_rank": 1,
+        "story_points": 8,
+        "created_by": "jordan",
+        "created_at": "A-9T10:00"
+      },
+      {
+        "slug": "outlook-calendar-sync",
+        "title": "Outlook calendar sync",
+        "item_type": "story",
+        "tags": [
+          "customer-request"
+        ],
+        "priority_rank": 2,
+        "story_points": 5,
+        "created_by": "mei",
+        "created_at": "A-6T11:00"
+      },
+      {
+        "slug": "search-and-filters",
+        "title": "Search & filters",
+        "description": "Pulled in for Sales, then deferred to protect the Sprint 2 goal.",
+        "item_type": "story",
+        "status": "pulled",
+        "pulled_to": "helios:2.16",
+        "pulled_by": "jordan",
+        "pulled_at": "A-5T08:55",
+        "tags": [
+          "sales-request",
+          "late-requirement"
+        ],
+        "story_points": 8,
+        "created_by": "jordan",
+        "created_at": "A-7T14:00"
+      },
+      {
+        "slug": "pilot-audit-log",
+        "title": "Audit log for the pilot go/no-go",
+        "item_type": "story",
+        "status": "pulled",
+        "pulled_to": "helios:2.13",
+        "pulled_by": "jordan",
+        "pulled_at": "A-1T08:55",
+        "tags": [
+          "compliance",
+          "late-requirement"
+        ],
+        "story_points": 5,
+        "created_by": "jordan",
+        "created_at": "A-2T16:00"
+      },
+      {
+        "slug": "legacy-quote-pdfs",
+        "title": "Legacy quote PDFs in the new CRM",
+        "description": "Rejected: legacy quotes stay in the archive system, per the target architecture (1.3).",
+        "item_type": "feature",
+        "status": "archived",
+        "created_by": "ivan",
+        "created_at": "A-30T10:00"
+      }
+    ],
+    "ceremonies": [
+      {
+        "name": "Steering Committee",
+        "cadence_type": "monthly",
+        "cadence_day": "last-friday",
+        "cadence_time": "14:00",
+        "duration_minutes": 60,
+        "owner_role": "Executive Sponsor"
+      },
+      {
+        "name": "Planning Gate Review",
+        "cadence_type": "on_milestone",
+        "duration_minutes": 90,
+        "owner_role": "Program Manager"
+      }
+    ]
+  },
+  "accounts": [
+    {
+      "slug": "jordan",
+      "username": "helios-jordan",
+      "display_name": "Jordan Blake",
+      "email": "jordan@helios.example",
+      "role": "OWNER"
+    },
+    {
+      "slug": "ivan",
+      "username": "helios-ivan",
+      "display_name": "Ivan Petrov",
+      "email": "ivan@helios.example",
+      "role": "ADMIN"
+    },
+    {
+      "slug": "raj",
+      "username": "helios-raj",
+      "display_name": "Raj Mehta",
+      "email": "raj@helios.example",
+      "role": "SCHEDULER"
+    },
+    {
+      "slug": "mei",
+      "username": "helios-mei",
+      "display_name": "Mei Tanaka",
+      "email": "mei@helios.example",
+      "role": "MEMBER"
+    },
+    {
+      "slug": "nadia",
+      "username": "helios-nadia",
+      "display_name": "Nadia Hassan",
+      "email": "nadia@helios.example",
+      "role": "MEMBER"
+    },
+    {
+      "slug": "ada",
+      "username": "helios-ada",
+      "display_name": "Ada Boyega",
+      "email": "ada@helios.example",
+      "role": "VIEWER"
+    }
+  ],
+  "calendars": [
+    {
+      "slug": "helios-core",
+      "name": "Helios core hours",
+      "working_days": 31
+    },
+    {
+      "slug": "helios-advisor",
+      "name": "Helios advisor (Tue/Thu)",
+      "working_days": 10,
+      "hours_per_day": 6.0
+    }
+  ],
+  "resources": [
+    {
+      "slug": "ivan",
+      "name": "Ivan Petrov",
+      "job_role": "Solutions Architect",
+      "max_units": 0.5,
+      "account": "ivan",
+      "calendar": "helios-core",
+      "skills": [
+        {
+          "name": "Solution architecture",
+          "proficiency": "expert"
+        },
+        {
+          "name": "CRM migration",
+          "proficiency": "expert"
+        }
+      ]
+    },
+    {
+      "slug": "jordan",
+      "name": "Jordan Blake",
+      "job_role": "Product Owner",
+      "max_units": 1.0,
+      "account": "jordan",
+      "calendar": "helios-core",
+      "skills": [
+        {
+          "name": "CRM product ownership",
+          "proficiency": "expert"
+        }
+      ]
+    },
+    {
+      "slug": "raj",
+      "name": "Raj Mehta",
+      "job_role": "Delivery Scheduler",
+      "max_units": 1.0,
+      "account": "raj",
+      "calendar": "helios-core",
+      "skills": [
+        {
+          "name": "Scheduling",
+          "proficiency": "expert"
+        }
+      ]
+    },
+    {
+      "slug": "mei",
+      "name": "Mei Tanaka",
+      "job_role": "Engineer",
+      "max_units": 1.0,
+      "account": "mei",
+      "calendar": "helios-core",
+      "skills": [
+        {
+          "name": "Integrations",
+          "proficiency": "expert"
+        }
+      ]
+    },
+    {
+      "slug": "nadia",
+      "name": "Nadia Hassan",
+      "job_role": "Engineer",
+      "max_units": 1.0,
+      "account": "nadia",
+      "calendar": "helios-core",
+      "skills": [
+        {
+          "name": "Data migration",
+          "proficiency": "intermediate"
+        }
+      ]
+    },
+    {
+      "slug": "ada",
+      "name": "Ada Boyega",
+      "job_role": "Executive Advisor",
+      "max_units": 0.1,
+      "account": "ada",
+      "calendar": "helios-advisor"
+    }
+  ],
+  "projects": [
+    {
+      "slug": "helios",
+      "name": "Helios CRM",
+      "code": "HELIOS",
+      "methodology": "HYBRID",
+      "start_date": "A-81",
+      "calendar": "helios-core",
+      "default_view": "OVERVIEW",
+      "forecast_history": {
+        "days": 60,
+        "commitment_finish": "A+35",
+        "cpm_start": "A+30",
+        "cpm_end": "A+38",
+        "p50_start": "A+32",
+        "p50_end": "A+40",
+        "p80_start": "A+35",
+        "p80_end": "A+45",
+        "p95_start": "A+40",
+        "p95_end": "A+52",
+        "mc_iterations": 2000,
+        "completion_ratio": 0.5
+      },
+      "labels": [
+        {
+          "slug": "migration",
+          "name": "Data migration",
+          "color": "cyan",
+          "position": 0
+        },
+        {
+          "slug": "integration",
+          "name": "Integration",
+          "color": "purple",
+          "position": 1
+        },
+        {
+          "slug": "compliance",
+          "name": "Compliance",
+          "color": "amber",
+          "position": 2
+        },
+        {
+          "slug": "core",
+          "name": "Core CRM",
+          "color": "blue",
+          "position": 3
+        }
+      ],
+      "tasks": [
+        {
+          "wbs_path": "1",
+          "name": "Planning",
+          "governance_class": "gated",
+          "delivery_mode": "waterfall"
+        },
+        {
+          "wbs_path": "1.1",
+          "name": "Discovery interviews",
+          "status": "COMPLETE",
+          "percent_complete": 100.0,
+          "duration": 6,
+          "planned_start": "A-81",
+          "estimate": {
+            "optimistic": 4,
+            "most_likely": 6,
+            "pessimistic": 11
+          },
+          "governance_class": "gated",
+          "delivery_mode": "waterfall",
+          "assignee": "ivan"
+        },
+        {
+          "wbs_path": "1.2",
+          "name": "Current-state analysis",
+          "status": "COMPLETE",
+          "percent_complete": 100.0,
+          "duration": 5,
+          "planned_start": "A-75",
+          "estimate": {
+            "optimistic": 4,
+            "most_likely": 5,
+            "pessimistic": 10
+          },
+          "governance_class": "gated",
+          "delivery_mode": "waterfall",
+          "assignee": "ivan"
+        },
+        {
+          "wbs_path": "1.3",
+          "name": "Target architecture",
+          "status": "COMPLETE",
+          "percent_complete": 100.0,
+          "duration": 7,
+          "planned_start": "A-70",
+          "estimate": {
+            "optimistic": 5,
+            "most_likely": 7,
+            "pessimistic": 13
+          },
+          "governance_class": "gated",
+          "delivery_mode": "waterfall",
+          "assignee": "ivan"
+        },
+        {
+          "wbs_path": "1.4",
+          "name": "Vendor selection",
+          "status": "COMPLETE",
+          "percent_complete": 100.0,
+          "duration": 5,
+          "planned_start": "A-60",
+          "estimate": {
+            "optimistic": 4,
+            "most_likely": 5,
+            "pessimistic": 10
+          },
+          "governance_class": "gated",
+          "delivery_mode": "waterfall",
+          "assignee": "ivan"
+        },
+        {
+          "wbs_path": "1.5",
+          "name": "Data model design",
+          "status": "COMPLETE",
+          "percent_complete": 100.0,
+          "duration": 6,
+          "planned_start": "A-55",
+          "estimate": {
+            "optimistic": 4,
+            "most_likely": 6,
+            "pessimistic": 11
+          },
+          "governance_class": "gated",
+          "delivery_mode": "waterfall",
+          "assignee": "ivan",
+          "labels": [
+            "migration"
+          ]
+        },
+        {
+          "wbs_path": "1.6",
+          "name": "Tooling & environments",
+          "status": "COMPLETE",
+          "percent_complete": 100.0,
+          "duration": 4,
+          "planned_start": "A-49",
+          "estimate": {
+            "optimistic": 3,
+            "most_likely": 4,
+            "pessimistic": 8
+          },
+          "governance_class": "gated",
+          "delivery_mode": "waterfall",
+          "assignee": "ivan"
+        },
+        {
+          "wbs_path": "3",
+          "name": "Planning gate approved",
+          "status": "COMPLETE",
+          "percent_complete": 100.0,
+          "is_milestone": true,
+          "planned_start": "A-44",
+          "governance_class": "gated",
+          "delivery_mode": "milestone"
+        },
+        {
+          "wbs_path": "2",
+          "name": "Build",
+          "governance_class": "flow",
+          "delivery_mode": "scrum"
+        },
+        {
+          "wbs_path": "2.1",
+          "name": "Account import",
+          "type": "story",
+          "status": "IN_PROGRESS",
+          "percent_complete": 60.0,
+          "story_points": 5,
+          "duration": 3,
+          "assignee": "nadia",
+          "sprint": "he-sprint-2",
+          "delivery_mode": "scrum",
+          "governance_class": "flow",
+          "remaining_points": 2,
+          "acceptance_criteria": [
+            {
+              "text": "Imports accounts with their owners and territories"
+            },
+            {
+              "text": "Duplicate accounts are flagged, never merged silently"
+            }
+          ],
+          "skill_requirements": [
+            {
+              "skill": "Data migration",
+              "min_proficiency": "expert"
+            }
+          ],
+          "dor": "ready"
+        },
+        {
+          "wbs_path": "2.2",
+          "name": "Contact dedupe",
+          "type": "story",
+          "status": "BACKLOG",
+          "percent_complete": 0.0,
+          "story_points": 5,
+          "duration": 3,
+          "assignee": "mei",
+          "sprint": "he-sprint-3",
+          "delivery_mode": "scrum",
+          "governance_class": "flow"
+        },
+        {
+          "wbs_path": "2.3",
+          "name": "Lead pipeline",
+          "type": "story",
+          "status": "COMPLETE",
+          "percent_complete": 100.0,
+          "story_points": 5,
+          "duration": 3,
+          "assignee": "nadia",
+          "sprint": "he-sprint-1",
+          "delivery_mode": "scrum",
+          "governance_class": "flow",
+          "labels": [
+            "core"
+          ],
+          "dor": "ready"
+        },
+        {
+          "wbs_path": "2.4",
+          "name": "Email sync",
+          "type": "story",
+          "status": "COMPLETE",
+          "percent_complete": 100.0,
+          "story_points": 3,
+          "duration": 2,
+          "assignee": "mei",
+          "sprint": "he-sprint-2",
+          "delivery_mode": "scrum",
+          "governance_class": "flow",
+          "labels": [
+            "integration"
+          ],
+          "acceptance_criteria": [
+            {
+              "text": "Inbound and outbound mail threads onto the contact",
+              "met": true,
+              "met_by": "mei",
+              "met_at": "A-1T15:05"
+            },
+            {
+              "text": "OAuth refresh survives a 30-day idle",
+              "met": true,
+              "met_by": "mei",
+              "met_at": "A-1T15:05"
+            }
+          ],
+          "skill_requirements": [
+            {
+              "skill": "Integrations",
+              "min_proficiency": "intermediate"
+            }
+          ],
+          "dor": "ready"
+        },
+        {
+          "wbs_path": "2.5",
+          "name": "Dashboards",
+          "type": "story",
+          "status": "BACKLOG",
+          "percent_complete": 0.0,
+          "story_points": 8,
+          "duration": 5,
+          "assignee": "nadia",
+          "sprint": "he-sprint-3",
+          "delivery_mode": "scrum",
+          "governance_class": "flow"
+        },
+        {
+          "wbs_path": "2.6",
+          "name": "Role permissions",
+          "type": "story",
+          "status": "COMPLETE",
+          "percent_complete": 100.0,
+          "story_points": 3,
+          "duration": 2,
+          "assignee": "mei",
+          "sprint": "he-sprint-1",
+          "delivery_mode": "scrum",
+          "governance_class": "flow",
+          "dor": "ready"
+        },
+        {
+          "wbs_path": "2.7",
+          "name": "Activity timeline",
+          "type": "story",
+          "status": "REVIEW",
+          "percent_complete": 85.0,
+          "story_points": 5,
+          "duration": 3,
+          "assignee": "nadia",
+          "sprint": "he-sprint-2",
+          "delivery_mode": "scrum",
+          "governance_class": "flow",
+          "remaining_points": 1,
+          "acceptance_criteria": [
+            {
+              "text": "Stage transitions appear on the account timeline"
+            },
+            {
+              "text": "The timeline loads the latest 50 events in under a second"
+            }
+          ],
+          "dor": "ready"
+        },
+        {
+          "wbs_path": "2.8",
+          "name": "Mobile app",
+          "type": "story",
+          "status": "BACKLOG",
+          "percent_complete": 0.0,
+          "story_points": 8,
+          "duration": 5,
+          "assignee": "mei",
+          "sprint": "he-sprint-3",
+          "delivery_mode": "scrum",
+          "governance_class": "flow"
+        },
+        {
+          "wbs_path": "2.9",
+          "name": "Reporting export",
+          "type": "story",
+          "status": "COMPLETE",
+          "percent_complete": 100.0,
+          "story_points": 5,
+          "duration": 3,
+          "assignee": "nadia",
+          "sprint": "he-sprint-1",
+          "delivery_mode": "scrum",
+          "governance_class": "flow",
+          "dor": "ready"
+        },
+        {
+          "wbs_path": "2.10",
+          "name": "Workflow rules",
+          "type": "story",
+          "status": "IN_PROGRESS",
+          "percent_complete": 30.0,
+          "story_points": 5,
+          "duration": 3,
+          "assignee": "mei",
+          "sprint": "he-sprint-2",
+          "delivery_mode": "scrum",
+          "governance_class": "flow",
+          "remaining_points": 4,
+          "acceptance_criteria": [
+            {
+              "text": "A rule can reassign a lead when its stage changes"
+            }
+          ],
+          "dor": "ready"
+        },
+        {
+          "wbs_path": "2.11",
+          "name": "Custom fields",
+          "type": "story",
+          "status": "BACKLOG",
+          "percent_complete": 0.0,
+          "story_points": 8,
+          "duration": 5,
+          "assignee": "nadia",
+          "delivery_mode": "scrum",
+          "governance_class": "flow"
+        },
+        {
+          "wbs_path": "2.12",
+          "name": "Bulk edit",
+          "type": "story",
+          "status": "COMPLETE",
+          "percent_complete": 100.0,
+          "story_points": 2,
+          "duration": 2,
+          "assignee": "mei",
+          "sprint": "he-sprint-1",
+          "delivery_mode": "scrum",
+          "governance_class": "flow",
+          "dor": "ready"
+        },
+        {
+          "wbs_path": "2.13",
+          "name": "Audit log",
+          "type": "story",
+          "status": "NOT_STARTED",
+          "percent_complete": 0.0,
+          "story_points": 3,
+          "duration": 2,
+          "assignee": "nadia",
+          "sprint": "he-sprint-2",
+          "delivery_mode": "scrum",
+          "governance_class": "flow",
+          "labels": [
+            "compliance"
+          ],
+          "links": [
+            {
+              "target": "2.14",
+              "link_type": "relates_to",
+              "note": "The audit log records the SSO authentication events — align the event schema."
+            }
+          ],
+          "dor": "ready"
+        },
+        {
+          "wbs_path": "2.14",
+          "name": "SSO integration",
+          "type": "story",
+          "status": "BACKLOG",
+          "percent_complete": 0.0,
+          "story_points": 5,
+          "duration": 3,
+          "assignee": "mei",
+          "sprint": "he-sprint-3",
+          "delivery_mode": "scrum",
+          "governance_class": "flow",
+          "labels": [
+            "integration",
+            "compliance"
+          ],
+          "links": [
+            {
+              "target": "2.6",
+              "link_type": "relates_to",
+              "note": "SSO-provisioned identities map onto the role-permission model — design them together."
+            }
+          ]
+        },
+        {
+          "wbs_path": "2.15",
+          "name": "Notification center",
+          "type": "story",
+          "status": "COMPLETE",
+          "percent_complete": 100.0,
+          "story_points": 3,
+          "duration": 2,
+          "assignee": "nadia",
+          "sprint": "he-sprint-1",
+          "delivery_mode": "scrum",
+          "governance_class": "flow",
+          "dor": "ready"
+        },
+        {
+          "wbs_path": "2.16",
+          "name": "Search & filters",
+          "type": "story",
+          "status": "BACKLOG",
+          "percent_complete": 0.0,
+          "story_points": 5,
+          "duration": 3,
+          "assignee": "mei",
+          "delivery_mode": "scrum",
+          "governance_class": "flow"
+        },
+        {
+          "wbs_path": "2.17",
+          "name": "Data migration run",
+          "type": "story",
+          "status": "BACKLOG",
+          "percent_complete": 0.0,
+          "story_points": 3,
+          "duration": 2,
+          "assignee": "nadia",
+          "sprint": "he-sprint-3",
+          "delivery_mode": "scrum",
+          "governance_class": "flow",
+          "labels": [
+            "migration"
+          ]
+        },
+        {
+          "wbs_path": "2.18",
+          "name": "Cutover rehearsal",
+          "type": "story",
+          "status": "COMPLETE",
+          "percent_complete": 100.0,
+          "story_points": 3,
+          "duration": 2,
+          "assignee": "mei",
+          "sprint": "he-sprint-1",
+          "delivery_mode": "scrum",
+          "governance_class": "flow",
+          "labels": [
+            "migration"
+          ],
+          "dor": "ready"
+        },
+        {
+          "wbs_path": "2.19",
+          "name": "Migration dry-run harness",
+          "type": "story",
+          "status": "BACKLOG",
+          "percent_complete": 0.0,
+          "story_points": 3,
+          "duration": 2,
+          "assignee": "nadia",
+          "sprint": "he-sprint-3",
+          "delivery_mode": "scrum",
+          "governance_class": "flow"
+        },
+        {
+          "wbs_path": "4",
+          "name": "CRM go-live",
+          "is_milestone": true,
+          "planned_start": "A+35",
+          "governance_class": "gated",
+          "delivery_mode": "milestone"
+        },
+        {
+          "wbs_path": "5",
+          "name": "Build standup",
+          "status": "NOT_STARTED",
+          "duration": 1,
+          "assignee": "ivan",
+          "delivery_mode": "scrum",
+          "recurrence": {
+            "frequency": "WEEKLY",
+            "weekdays": [
+              "mon",
+              "tue",
+              "wed",
+              "thu",
+              "fri"
+            ],
+            "time_of_day": "09:00"
+          }
+        },
+        {
+          "wbs_path": "2.2.1",
+          "name": "Fuzzy match on name and email",
+          "status": "NOT_STARTED",
+          "duration": 1,
+          "assignee": "mei",
+          "is_subtask": true,
+          "delivery_mode": "scrum"
+        },
+        {
+          "wbs_path": "2.2.2",
+          "name": "Merge review queue",
+          "status": "NOT_STARTED",
+          "duration": 1,
+          "assignee": "mei",
+          "is_subtask": true,
+          "delivery_mode": "scrum"
+        }
+      ],
+      "dependencies": [
+        {
+          "predecessor": "1.1",
+          "successor": "1.2",
+          "dep_type": "FS",
+          "lag": 0
+        },
+        {
+          "predecessor": "1.2",
+          "successor": "1.3",
+          "dep_type": "FS",
+          "lag": 0
+        },
+        {
+          "predecessor": "1.3",
+          "successor": "1.4",
+          "dep_type": "FS",
+          "lag": 0
+        },
+        {
+          "predecessor": "1.4",
+          "successor": "1.5",
+          "dep_type": "FS",
+          "lag": 0
+        },
+        {
+          "predecessor": "1.5",
+          "successor": "1.6",
+          "dep_type": "FS",
+          "lag": 0
+        },
+        {
+          "predecessor": "1.6",
+          "successor": "3",
+          "dep_type": "FS",
+          "lag": 0
+        },
+        {
+          "predecessor": "1.5",
+          "successor": "2.17",
+          "dep_type": "FS",
+          "lag": 0
+        },
+        {
+          "predecessor": "2.18",
+          "successor": "4",
+          "dep_type": "FS",
+          "lag": 0
+        }
+      ],
+      "sprints": [
+        {
+          "slug": "he-sprint-1",
+          "name": "Build Sprint 1",
+          "goal": "An account manager can work a lead end to end — capture, stage transitions, and an activity trail they can hand to a colleague.",
+          "state": "COMPLETED",
+          "start_date": "A-21",
+          "finish_date": "A-8",
+          "committed_points": 24,
+          "completed_points": 21,
+          "capacity_points": 32
+        },
+        {
+          "slug": "he-sprint-2",
+          "name": "Build Sprint 2",
+          "goal": "A pilot team can run a full week in Helios without falling back to the legacy CRM — email in the timeline, permissions that hold.",
+          "state": "ACTIVE",
+          "start_date": "A-7",
+          "finish_date": "A+6",
+          "committed_points": 18,
+          "capacity_points": 32
+        },
+        {
+          "slug": "he-sprint-3",
+          "name": "Build Sprint 3",
+          "goal": "Prove the cutover before we are committed to it: a full migration dry run against production-shaped data, reconciled record for record.",
+          "state": "PLANNED",
+          "start_date": "A+7",
+          "finish_date": "A+20",
+          "capacity_points": 32,
+          "target_milestone": "4"
+        }
+      ],
+      "baselines": [
+        {
+          "name": "Kickoff baseline",
+          "is_active": true,
+          "captured_at": "A-80",
+          "tasks": [
+            {
+              "task": "1.1",
+              "start": "A-81",
+              "finish": "A-75",
+              "duration": 6
+            },
+            {
+              "task": "1.2",
+              "start": "A-75",
+              "finish": "A-70",
+              "duration": 5
+            },
+            {
+              "task": "1.3",
+              "start": "A-70",
+              "finish": "A-63",
+              "duration": 7
+            },
+            {
+              "task": "1.4",
+              "start": "A-63",
+              "finish": "A-58",
+              "duration": 5
+            },
+            {
+              "task": "1.5",
+              "start": "A-58",
+              "finish": "A-52",
+              "duration": 6
+            },
+            {
+              "task": "1.6",
+              "start": "A-52",
+              "finish": "A-48",
+              "duration": 4
+            }
+          ]
+        }
+      ],
+      "risks": [
+        {
+          "slug": "vendor-lockin",
+          "title": "Vendor lock-in (identified in planning)",
+          "status": "MITIGATING",
+          "probability": 3,
+          "impact": 4,
+          "category": "EXTERNAL",
+          "response": "MITIGATE",
+          "mitigation_due_date": "A+15",
+          "owner": "ivan",
+          "tasks": [
+            "1.4",
+            "2.14"
+          ]
+        },
+        {
+          "slug": "migration-risk",
+          "title": "Legacy data migration fidelity",
+          "description": "17 years of legacy CRM data with no referential integrity at the account-contact boundary. A lossy cutover is not recoverable once the legacy system is decommissioned.",
+          "status": "OPEN",
+          "probability": 3,
+          "impact": 4,
+          "category": "TECHNICAL",
+          "response": "MITIGATE",
+          "owner": "mei",
+          "mitigation_due_date": "A+20",
+          "trigger": "The dry run reconciles below 99.9% on accounts or contacts, or any orphaned-record class has no mapping rule.",
+          "contingency": "Cut over on accounts and contacts only, and run the legacy system read-only for one quarter while activity history backfills. Costs the go-live date its clean break, but not the date itself.",
+          "notes": "Mitigated by a full dry run against a production snapshot (2.19), scheduled into Sprint 3 ahead of the go-live gate. Custom fields moved to the backlog to make room for it.",
+          "tasks": [
+            "2.17",
+            "2.19"
+          ]
+        },
+        {
+          "slug": "integration-defects",
+          "title": "CRM integration mapping defects (realized)",
+          "description": "Realized in the build phase: the integration suite found mapping defects.",
+          "status": "OPEN",
+          "probability": 4,
+          "impact": 4,
+          "category": "TECHNICAL",
+          "response": "MITIGATE",
+          "owner": "mei",
+          "notes": "Realized: 3 field-mapping defects found in sprint 2; fixed, cost ~4 days of rework.",
+          "tasks": [
+            "2.8"
+          ]
+        },
+        {
+          "slug": "scope-injection",
+          "title": "Late requirements injected into the build sprints",
+          "status": "OPEN",
+          "probability": 3,
+          "impact": 3,
+          "category": "PROJECT_MANAGEMENT",
+          "response": "MITIGATE",
+          "mitigation_due_date": "A-3",
+          "owner": "jordan",
+          "tasks": [
+            "2.16"
+          ]
+        },
+        {
+          "slug": "team-ramp",
+          "title": "Build-team ramp-up on the new stack",
+          "status": "ACCEPTED",
+          "probability": 2,
+          "impact": 3,
+          "category": "ORGANIZATIONAL",
+          "response": "ACCEPT",
+          "owner": "ivan",
+          "tasks": [
+            "2.1"
+          ]
+        }
+      ],
+      "team": {
+        "name": "CRM Build Team",
+        "members": [
+          {
+            "account": "ivan",
+            "scrum_master": true
+          },
+          {
+            "account": "jordan",
+            "product_owner": true
+          }
+        ]
+      }
+    }
+  ],
+  "events": [
+    {
+      "at": "A-79T10:00",
+      "action": "risk.note",
+      "target": "risk:vendor-lockin",
+      "actor": "ivan",
+      "body": "Identified at kickoff, not new: the platform's custom-object model (1.4) and the workflow-automation layer (2.14) are both proprietary to this vendor. Mitigating by keeping the data-export path documented and current as we build, so a future migration off the platform isn't blocked on figuring that out from scratch."
+    },
+    {
+      "at": "A-79T10:15",
+      "action": "risk.note",
+      "target": "risk:team-ramp",
+      "actor": "ivan",
+      "body": "Two of four build engineers are new to this platform's scripting model. Accepting the ramp cost rather than resequencing the plan around it — pairing the two new engineers with Mei on the first sprint's stories is the informal mitigation, not a tracked task."
+    },
+    {
+      "at": "A-6T09:00",
+      "action": "task.comment",
+      "target": "task:helios:2.17",
+      "actor": "ivan",
+      "body": "The data model from planning (1.5) is the contract for the migration run — freezing it before Sprint 3 picks this up."
+    },
+    {
+      "at": "A-5T11:00",
+      "action": "risk.note",
+      "target": "risk:migration-risk",
+      "actor": "mei",
+      "body": "Profiled the legacy export over the weekend. Roughly 4% of contacts point at accounts that no longer exist, and there is no rule in the mapping doc for them. We are not finding that out during the cutover window — I want a full dry run against a production snapshot first."
+    },
+    {
+      "at": "A-5T15:00",
+      "action": "task.comment",
+      "target": "task:helios:2.19",
+      "actor": "jordan",
+      "body": "Taking the dry-run harness into Sprint 3 with a 99.9% reconciliation bar on accounts and contacts. Sprint 3 was already at capacity, so Custom fields goes back to the backlog — this is worth more than that is."
+    },
+    {
+      "at": "A-5T15:30",
+      "action": "risk.status",
+      "target": "risk:migration-risk",
+      "actor": "mei",
+      "to": "MITIGATING"
+    },
+    {
+      "at": "A-21T09:00",
+      "action": "sprint.activate",
+      "target": "sprint:helios:he-sprint-1",
+      "actor": "jordan"
+    },
+    {
+      "at": "A-20T09:00",
+      "action": "task.comment",
+      "target": "task:helios:2.3",
+      "actor": "nadia",
+      "body": "Starting the lead pipeline — stages, transitions, and the rollup."
+    },
+    {
+      "at": "A-19T10:00",
+      "action": "task.status",
+      "target": "task:helios:2.3",
+      "actor": "nadia",
+      "to": "IN_PROGRESS"
+    },
+    {
+      "at": "A-15T15:00",
+      "action": "task.comment",
+      "target": "task:helios:2.3",
+      "actor": "nadia",
+      "body": "Pipeline and stage automation done. PR up."
+    },
+    {
+      "at": "A-15T15:30",
+      "action": "task.status",
+      "target": "task:helios:2.3",
+      "actor": "nadia",
+      "to": "REVIEW"
+    },
+    {
+      "at": "A-14T11:00",
+      "action": "task.comment",
+      "target": "task:helios:2.3",
+      "actor": "mei",
+      "body": "Review: stage transitions don't fire the activity hook, so the timeline misses them. Sending it back. @helios-nadia",
+      "slug": "pipeline-review"
+    },
+    {
+      "at": "A-14T11:30",
+      "action": "task.status",
+      "target": "task:helios:2.3",
+      "actor": "mei",
+      "to": "IN_PROGRESS"
+    },
+    {
+      "at": "A-11T14:00",
+      "action": "task.comment",
+      "target": "task:helios:2.3",
+      "actor": "nadia",
+      "body": "Wired stage transitions into the activity stream. Re-review please.",
+      "reply_to": "pipeline-review"
+    },
+    {
+      "at": "A-11T14:30",
+      "action": "task.status",
+      "target": "task:helios:2.3",
+      "actor": "nadia",
+      "to": "REVIEW"
+    },
+    {
+      "at": "A-10T16:00",
+      "action": "task.comment",
+      "target": "task:helios:2.3",
+      "actor": "mei",
+      "body": "Looks good now. Merged.",
+      "reply_to": "pipeline-review",
+      "slug": "pipeline-merged"
+    },
+    {
+      "at": "A-10T16:30",
+      "action": "task.status",
+      "target": "task:helios:2.3",
+      "actor": "mei",
+      "to": "COMPLETE"
+    },
+    {
+      "at": "A-17T10:00",
+      "action": "risk.status",
+      "target": "risk:integration-defects",
+      "actor": "mei",
+      "to": "MITIGATING"
+    },
+    {
+      "at": "A-9T15:45",
+      "action": "risk.note",
+      "target": "risk:integration-defects",
+      "actor": "mei",
+      "body": "All three field-mapping defects from the integration suite are fixed and re-verified against the sandbox org — the rework cost the ~4 days already logged, nothing further. Closing this out."
+    },
+    {
+      "at": "A-9T16:00",
+      "action": "risk.status",
+      "target": "risk:integration-defects",
+      "actor": "mei",
+      "to": "RESOLVED"
+    },
+    {
+      "at": "A-9T11:00",
+      "action": "task.comment",
+      "target": "task:helios:2.4",
+      "actor": "mei",
+      "body": "Email sync won't clear review before the boundary — the IMAP provider quirks keep multiplying. Carrying it into Sprint 2."
+    },
+    {
+      "at": "A-8T17:00",
+      "action": "sprint.close",
+      "target": "sprint:helios:he-sprint-1",
+      "actor": "jordan",
+      "goal_outcome": "PARTIAL"
+    },
+    {
+      "at": "A-8T17:30",
+      "action": "retro.action",
+      "target": "sprint:helios:he-sprint-1",
+      "actor": "jordan",
+      "assignee": "mei",
+      "points": 2,
+      "body": "Pad estimates for third-party integrations — Email sync carried over on IMAP provider quirks."
+    },
+    {
+      "at": "A-8T17:45",
+      "action": "retro.action",
+      "target": "sprint:helios:he-sprint-1",
+      "actor": "ivan",
+      "assignee": "ivan",
+      "points": 1,
+      "notes": "Sprint 1 closed PARTIAL. Email sync carried over on IMAP provider quirks nobody had budgeted estimate slack for, and the review queue backed up in the last two days because nothing was reviewed earlier in the sprint. Padding third-party integration estimates and starting the review pass by mid-sprint are both going into Sprint 2's plan.",
+      "body": "Start the review pass by mid-sprint so stories don't stack up on the final two days."
+    },
+    {
+      "at": "A-7T09:00",
+      "action": "task.comment",
+      "target": "task:helios:2.4",
+      "actor": "mei",
+      "body": "Picking Email sync back up first thing this sprint."
+    },
+    {
+      "at": "A-7T09:30",
+      "action": "task.status",
+      "target": "task:helios:2.4",
+      "actor": "mei",
+      "to": "IN_PROGRESS"
+    },
+    {
+      "at": "A-3T09:00",
+      "action": "task.comment",
+      "target": "task:helios:2.7",
+      "actor": "ivan",
+      "body": "Nadia's carrying three active stories — @helios-mei moving Activity timeline to you to keep the sprint flowing."
+    },
+    {
+      "at": "A-3T09:05",
+      "action": "task.assign",
+      "target": "task:helios:2.7",
+      "actor": "ivan",
+      "assignee": "mei"
+    },
+    {
+      "at": "A-5T09:00",
+      "action": "task.comment",
+      "target": "task:helios:2.16",
+      "actor": "jordan",
+      "body": "Sales is asking for Search & filters now — pulling it into the sprint.",
+      "slug": "search-filters-ask"
+    },
+    {
+      "at": "A-5T09:05",
+      "action": "sprint.scope_inject",
+      "target": "task:helios:2.16",
+      "actor": "jordan",
+      "goal_impact": true
+    },
+    {
+      "at": "A-4T10:00",
+      "action": "task.status",
+      "target": "task:helios:2.16",
+      "actor": "mei",
+      "to": "IN_PROGRESS"
+    },
+    {
+      "at": "A-2T15:00",
+      "action": "task.comment",
+      "target": "task:helios:2.16",
+      "actor": "ivan",
+      "body": "This pushes us well past capacity and risks the sprint goal. Deferring it to the next release.",
+      "reply_to": "search-filters-ask",
+      "slug": "search-filters-defer"
+    },
+    {
+      "at": "A-2T15:05",
+      "action": "sprint.scope_resolve",
+      "target": "task:helios:2.16",
+      "actor": "ivan",
+      "to": "REJECTED"
+    },
+    {
+      "at": "A-2T15:10",
+      "action": "task.status",
+      "target": "task:helios:2.16",
+      "actor": "mei",
+      "to": "BACKLOG"
+    },
+    {
+      "at": "A-2T15:30",
+      "action": "risk.status",
+      "target": "risk:scope-injection",
+      "actor": "jordan",
+      "to": "MITIGATING"
+    },
+    {
+      "at": "A-2T15:35",
+      "action": "risk.note",
+      "target": "risk:scope-injection",
+      "actor": "jordan",
+      "body": "Search & filters landing mid-sprint is exactly this risk — Sales asked for it and it went in before anyone checked capacity. Rejecting the injection and sending it to the backlog held the sprint goal; raising to mitigating to make the pattern visible rather than let it repeat quietly."
+    },
+    {
+      "at": "A-1T09:00",
+      "action": "task.comment",
+      "target": "task:helios:2.13",
+      "actor": "jordan",
+      "body": "Compliance flagged the audit log for the pilot go/no-go — @helios-ivan pulling it into this sprint."
+    },
+    {
+      "at": "A-1T09:05",
+      "action": "sprint.scope_inject",
+      "target": "task:helios:2.13",
+      "actor": "jordan",
+      "goal_impact": false
+    },
+    {
+      "at": "A-1T11:00",
+      "action": "task.comment",
+      "target": "task:helios:2.13",
+      "actor": "ivan",
+      "body": "We can absorb it — Email sync is closing out early. Accepting the injection."
+    },
+    {
+      "at": "A-1T11:05",
+      "action": "sprint.scope_resolve",
+      "target": "task:helios:2.13",
+      "actor": "ivan",
+      "to": "ACCEPTED"
+    },
+    {
+      "at": "A-1T15:00",
+      "action": "task.comment",
+      "target": "task:helios:2.4",
+      "actor": "mei",
+      "body": "OAuth refresh and folder mapping are solid — merged. The carryover is done."
+    },
+    {
+      "at": "A-1T15:30",
+      "action": "task.status",
+      "target": "task:helios:2.4",
+      "actor": "mei",
+      "to": "COMPLETE"
+    },
+    {
+      "at": "A-14T11:30",
+      "action": "task.ack",
+      "target": "comment:pipeline-review",
+      "actor": "nadia"
+    },
+    {
+      "at": "A-10T16:15",
+      "action": "task.react",
+      "target": "comment:pipeline-merged",
+      "actor": "nadia",
+      "emoji": "👍"
+    },
+    {
+      "at": "A-2T15:20",
+      "action": "task.react",
+      "target": "comment:search-filters-defer",
+      "actor": "jordan",
+      "emoji": "👍"
+    },
+    {
+      "at": "A-2T15:30",
+      "action": "task.comment",
+      "target": "task:helios:2.16",
+      "actor": "jordan",
+      "reply_to": "search-filters-ask",
+      "body": "@helios-ivan agreed. I will tell Sales it is first in line for the next release."
+    },
+    {
+      "at": "A-3T09:05",
+      "action": "task.comment",
+      "target": "task:helios:2.7",
+      "actor": "ivan",
+      "body": "@helios-mei it is yours now. @helios-nadia please drop your branch notes on the story before you hand it over."
+    },
+    {
+      "at": "A-6T09:05",
+      "action": "task.note",
+      "target": "task:helios:2.17",
+      "actor": "ivan",
+      "body": "Decision: the planning-phase data model (1.5) is frozen as the migration contract. A schema change after this point needs a change request.",
+      "decision": true,
+      "pinned": true
+    },
+    {
+      "at": "A-2T15:10",
+      "action": "task.note",
+      "target": "task:helios:2.16",
+      "actor": "ivan",
+      "body": "Decision: Search & filters is deferred to the next release to protect the Sprint 2 goal.",
+      "decision": true
+    },
+    {
+      "at": "A-1T16:00",
+      "action": "task.ac_met",
+      "target": "task:helios:2.7",
+      "actor": "ivan",
+      "criterion": 0
+    },
+    {
+      "at": "A-1T15:10",
+      "action": "time.log",
+      "target": "task:helios:2.4",
+      "actor": "mei",
+      "minutes": 90,
+      "note": "OAuth refresh soak test"
+    },
+    {
+      "at": "A-1T16:30",
+      "action": "time.log",
+      "target": "task:helios:2.1",
+      "actor": "nadia",
+      "minutes": 240,
+      "note": "Account import: duplicate-detection keys"
+    },
+    {
+      "at": "A-6T10:00",
+      "action": "task.block",
+      "target": "task:helios:2.10",
+      "actor": "mei",
+      "body": "Approval-rule sign-off needs Ada, and she is only in on Tuesdays and Thursdays.",
+      "blocker_type": "resource"
+    },
+    {
+      "at": "A-4T11:00",
+      "action": "task.unblock",
+      "target": "task:helios:2.10",
+      "actor": "mei",
+      "body": "Ada signed off on Thursday."
+    }
+  ]
+}