Compliance Matrix — R01 to R33
This matrix maps every explicit requirement from the client's original spec to its current implementation status. It is the authoritative record of what was asked for vs. what was built.
Legend: ✅ DONE = fully implemented and verified | ⚠️ PARTIAL = partially implemented | 🟡 TODO = not yet implemented | 🔴 BLOCKED = cannot proceed without external input
Overall: 19 done (57%), 2 partial (6%), 10 TODO (30%), 2 blocked (6%)
Login & Logout
ID
Requirement
Status
Implementation detail
R01
Login to ReadyMode via browser
✅ DONE
readymode_login() in _lib.sh — native value setter + overlay dismissal
R02
Logout at end of each operation
✅ DONE
readymode_logout() in _lib.sh — appends ?logout=1
Clear Licenses
ID
Requirement
Status
Implementation detail
R03
Click License Usage
✅ DONE
Direct navigation to /+Team/ManageLicenses
R04
Click Sign Out Inactive Users + OK popup
✅ DONE
Click #sign-out-inactive-btn + dismiss_blocking_overlays()
Reset Leads
ID
Requirement
Status
Implementation detail
R05
Click VIEW OFFICE MAP
🔴 BLOCKED
Office Map empty — no agents assigned by client
R06
Select agent + click Reset Leads
🔴 BLOCKED
Depends on R05 — Charlie must configure Office Map
Create User
ID
Requirement
Status
Implementation detail
R07
Click Users + green + button
✅ DONE
click a.dash_link 'users' + .uMgmtCreateBut
R08
Enter name + password + SAVE
✅ DONE
Fills u_name, u_account, folder, ou; set_pass with native value setter. Verified 2026-04-11
R09
Click Leads → Add a Playlist
🟡 TODO
Not implemented — playlist UI not found in DOM
R10
Name the playlist
🟡 TODO
Depends on R09
R11
Drag-and-drop campaigns to playlist
🟡 TODO
Not implemented — drag-and-drop in headless CDP
R12
Drag-and-drop states to playlist
🟡 TODO
Same blocker as R11
R13
Assign user to playlist + verify "1 member"
🟡 TODO
Depends on R09–R12
Upload Leads
ID
Requirement
Status
Implementation detail
R14
Accept CSV attachment from Discord
✅ DONE
OpenClaw downloads to media/inbound/*.csv automatically
R15
Match CSV headers to ReadyMode fields
⚠️ PARTIAL
Auto-maps 5 standard fields. Custom/non-standard headers: NOT handled
R16
Select or create campaign
⚠️ PARTIAL
Selects existing campaign. Creating a new campaign: NOT implemented
R17
Click Done — Import Leads
✅ DONE
Click + parse "Successful: N Uploaded" from response
R18
Reject duplicates (default)
✅ DONE
ReadyMode default behavior
R19
Merge duplicates
🟡 TODO
Requires selecting merge option in UI before importing
R20
Accept duplicates
🟡 TODO
Requires selecting accept option in UI
R21
Move leads to campaign
🟡 TODO
Requires searching lead + using move function in ReadyMode
Conversational Support (Knowledge Base)
ID
Requirement
Status
Implementation detail
R22
Support: No assignments
✅ DONE
KB: timing context + PST states check + log out/in
R23
Support: Single state pickups
✅ DONE
KB: verify playlist states + log out/in + manager awareness
R24
Support: No pickups
✅ DONE
KB: playlist members + states + campaigns + connection + escalation
R25
Support: License error
✅ DONE
Automated via clear_licenses.sh
R26
Support: Only receiving inbounds
✅ DONE
KB: log out/in + remove from inbound queues
R27
Support: 3+ min per pickup
✅ DONE
KB: states count + timing + "buy more states"
R28
Support: Wrong credentials
✅ DONE
KB: send screenshot of correct credentials to manager
R29
Support: Connection problems
✅ DONE
KB: browser change, private network, no VPN, support 1-800-694-1049 ext. 4
Discord Integration
ID
Requirement
Status
Implementation detail
R30
Receive messages from Discord
✅ DONE
Bot @ReadyMode in guild 1476748033134956756, channel #readymode-soporte
R31
Respond in Discord channel
✅ DONE
Automatic bilingual response (ES/EN based on incoming message language)
Campaign & Call Results
ID
Requirement
Status
Implementation detail
R32
Call results: type A / B / normal
🟡 TODO
Documented as KB (conversational). Automated assignment in UI: not implemented. Requires client confirmation on whether automation is needed
R33
Campaign creation
🟡 TODO
Only existing campaigns selectable. New campaign creation not implemented
Summary
Status
Count
%
✅ DONE
19
57%
⚠️ PARTIAL
2
6%
🟡 TODO
10
30%
🔴 BLOCKED
2
6%
TOTAL 33 100%
Note on R32 (Call results): The client's spec describes call results assignment conversationally (which type to use and when). Whether the bot should also execute the assignment in the ReadyMode UI is ambiguous. This needs explicit confirmation from the client before implementation.