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feat(metrics): highlight Meeting Scheduled + Shortlisted in summary#232

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garyjob merged 1 commit intomainfrom
feat/pipeline-metrics-highlights
Apr 21, 2026
Merged

feat(metrics): highlight Meeting Scheduled + Shortlisted in summary#232
garyjob merged 1 commit intomainfrom
feat/pipeline-metrics-highlights

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@garyjob garyjob commented Apr 21, 2026

Summary

Expand the summary block at the top of metrics/weekly.md (and the totals section of metrics/weekly.json) to surface not just Partnered but also Meeting Scheduled and Shortlisted — the stages where a single email this week is likely to advance a store into Partnered.

Previously the oracle had to parse the full 15-stage funnel to find near-conversion signal. Now the fast read is at the top.

MD preview (sample)

- Generated (UTC): `2026-04-21T21:08:42Z`
- Source: [Pipeline Dashboard](...)
- Total stores tracked: **516**
- Partnered (north-star): **13**
- Meeting Scheduled: **1**
- Shortlisted: **3**

## Funnel by status (curated order)

- ...  <full 15-stage breakdown unchanged>

JSON schema change

totals gains one key:

"totals": {
  "all_stores": 516,
  "partnered": 13,
  "highlights": [
    {"status": "Partnered",         "stores": 13, "north_star": true},
    {"status": "Meeting Scheduled", "stores": 1,  "north_star": false},
    {"status": "Shortlisted",       "stores": 3,  "north_star": false}
  ]
}

Additive only — all_stores and partnered still exist, order preserved. No breaking change for any consumer.

Implementation notes

  • New HIGHLIGHT_STATUSES constant at the top of the GAS — reorder / add / remove stages there without touching any logic.
  • Renamed the existing PARTNERED_STATUSES to NORTH_STAR_STATUSES to separate the two concerns (what counts as a win vs. what gets surfaced in the summary).
  • Missing labels (e.g. operator renames "Shortlisted" in the sheet) are silently dropped from the summary so the output never shows phantom zero rows — they'd still appear in the full funnel below with whatever the new label is.

Deployment

Already pushed live via clasp push to https://script.google.com/home/projects/11fA8NXSOwKyddXDZmmx3BRCDU1Y38GVidENCj0mujH0pT-AqIoOyaetj/edit. Next syncPipelineMetrics() run (manual or tomorrow 06:00 trigger) will produce the new format. No Script Property or trigger changes needed.

Test plan

  • Node parse-check of the .gs file passes
  • Dry-run _buildArtifacts_ with sample funnel data produces expected MD + JSON
  • clasp push --force successful — 3 files pushed to deployed project
  • After merge, run syncPipelineMetrics() once in the editor
  • Verify metrics/weekly.md on ecosystem_change_logs main shows 3 highlighted bullets (Partnered, Meeting Scheduled, Shortlisted)
  • Verify metrics/weekly.json shows totals.highlights[] populated
  • Trigger advisory-snapshot-refresh and confirm ADVISORY_SNAPSHOT.md picks up the new format cleanly

🤖 Generated with Claude Code

The MD summary block above the full funnel only surfaced Partnered — which
tells the oracle the current win count but nothing about stages about to
convert. Add a configurable HIGHLIGHT_STATUSES list (Partnered + Meeting
Scheduled + Shortlisted) that renders in the summary with bolded counts, so
advice calls get a fast "1 meeting on the calendar, 3 shortlisted candidates
one email away" read without having to parse the full 15-stage breakdown.

- Add HIGHLIGHT_STATUSES constant; rename internal PARTNERED_STATUSES to
  NORTH_STAR_STATUSES for clarity (win-tracking vs. summary-highlighting are
  now distinct concepts).
- Funnel reader builds an ordered highlights[] array keyed to the constant;
  missing stages are silently dropped so sheet relabels don't produce phantom
  zero rows.
- JSON schema: totals.highlights[] added ({status, stores, north_star}); keep
  totals.all_stores + totals.partnered for stable consumers.
- MD header gains one bullet per highlighted stage; full funnel block still
  renders Partnered inline-bold.

Pushed live via clasp to the deployed project.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
@garyjob garyjob merged commit af8fc00 into main Apr 21, 2026
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@garyjob garyjob deleted the feat/pipeline-metrics-highlights branch April 21, 2026 21:10
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