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FSM Automation - 80% Target

active Target: 2026-06-05

Unified FSM architecture to achieve 80%+ scheduling automation. **Current State:** 20% automation, two disconnected Flask apps **Target:** 80% automation in 12 weeks **Docs:** /home/openclaw/.openclaw/workspace/fsm-architecture/ - ANALYSIS.md - Current state audit - ARCHITECTURE.md - Unified design with diagrams - POC-PLAN.md - 12-week implementation roadmap - UI-RECOMMENDATIONS.md - Modern UI/UX specs **Decision:** Build custom unified system (60% already built) vs Zoho FSM → Custom wins.

Milestones
Phase 1: Quick Wins
Auto-SMS, Reminders, High-confidence scheduling → 40% automation
2026-03-27
Phase 2: Customer Self-Service
Availability portal, Two-way Zoho sync → 55% automation
2026-04-10
Phase 3: Unified API
FastAPI migration, Workflow engine → 65% automation
2026-05-01
Phase 4: Route Optimization
Geographic clustering, Lead times → 75% automation
2026-05-15
Phase 5: Tech Mobile App
PWA, Real-time updates → 80% automation
2026-05-29
Phase 6: Polish & Monitoring
Metrics, Alerting, Documentation → 80%+ automation
2026-06-05
Action Items
Implement auto-availability SMS trigger in webhook flow
high ⚒️ Forge
Review architecture decisions and approve tech stack
high 🔧 Nexus
Add availability_sent and reminder_sent flags to jobs table
high 🗄️ Schema
Add APScheduler for daily reminder cron job
high ⚒️ Forge
Build enhanced availability portal with FullCalendar
high ⚒️ Forge
Implement two-way Zoho sync (write dates back)
high ⚒️ Forge
Set up FastAPI project structure
high ⚒️ Forge
Design unified data model merging jobs + schedule_entries
high 🗄️ Schema
Build event-driven workflow engine
high ⚒️ Forge
Build tech mobile PWA with React
high ⚒️ Forge
Build automation metrics dashboard
high 🔬 Insight
Train technicians on new mobile app
low 🎯 Closer
Create automation_metrics view for tracking
low 🗄️ Schema
Audit data completeness for automation eligibility
low 📊 Keeper
Analyze historical scheduling data for confidence thresholds
medium 🔬 Insight
Implement confidence scoring for auto-scheduling
medium ⚒️ Forge
Review customer availability portal UX
medium 📈 Pulse
Define data quality rules for customer contact info
medium 📊 Keeper
Document API data contracts
medium 📊 Keeper
Build confidence scoring model for auto-schedule eligibility
medium 🔬 Insight
Code review FastAPI migration
medium 🔧 Nexus
Create migration scripts for schema unification
medium 🗄️ Schema
Add PostGIS extension for geographic queries
medium 🗄️ Schema
Analyze geographic patterns for cluster optimization
medium 🔬 Insight
Integrate OR-Tools for route optimization TSP
medium ⚒️ Forge
Review SMS copy for customer communications
medium 📈 Pulse
Implement WebSocket for real-time updates
medium ⚒️ Forge
UAT tech mobile app with field team
medium 🎯 Closer
Security review of customer portal
medium 🔧 Nexus
Track and report automation KPIs weekly
medium 🔬 Insight
Project Info
Status
active
Progress
Start Date
2026-03-13
Target Date
2026-06-05
Created
2026-03-13
Last Updated
2026-03-13 14:59