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Plan: exco 'path to full year' dashboard enhancements#2

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claude/exco-dashboard-enhancements
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Plan: exco 'path to full year' dashboard enhancements#2
IanKruger wants to merge 1 commit into
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claude/exco-dashboard-enhancements

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Summary

  • Adds PLAN.md section 9: definitions for gap-to-budget bridge, pipeline coverage, order intake, GP-margin/negative-GP quality signal, and annuity-vs-project split, plus a reordered 15-minute exco dashboard layout and matching board-pack slide.
  • Adds TASKS.md Tasks 13-22 (atomic execution steps, phase 2), starting with a Python 3.14 dependency-pin fix needed on the current dev machine.
  • Debtors/DSO explicitly deferred (no data source yet) — noted in CLAUDE.md so it isn't silently invented later.

This PR is planning-only — no pipeline code changes yet. Implementation (Tasks 13-22) follows in subsequent commits on this branch.

Test plan

  • Task 13: dependency pins install cleanly on Python 3.14, full test suite green
  • Tasks 14-22: implement bridge/coverage/intake/annuity metrics, dashboard sections, board-pack slide, per validation commands in TASKS.md
  • Manual dashboard check in browser before merge (per repo convention for UI changes)

🤖 Generated with Claude Code

Adds PLAN.md section 9 (bridge/coverage/order-intake/annuity/negative-GP
definitions, snapshot schema additions, 15-min exco layout, Py3.14 pin fix)
and TASKS.md Tasks 13-22. Debtors/DSO explicitly out of scope until a data
source exists.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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