OWC Client Intake

OWC app route /client-intake

HTTPS shell live

OWC Client Intake

Staff-facing intake for walk-ins, calls, emails, Thumbtack leads, and quick retail account creation.

Route
/client-intake
Kind
shopify_embedded_app
Write Guard
disabled_until_fake_flow_approval
Access
root_owner, kailey_manager_plus, store_manager, store_supervisor, store_associate
Readiness JSON Manifest JSON Contract JSON OAuth Status Session Check
Dry-run only

Add Client Dry Run

Checks the minimum client intake shape without creating a Shopify customer or sending an invite.

Check readiness

This workbench does not create customers, send messages, write inventory, change checkout, or place supplier orders. In Shopify Admin it submits with an App Bridge session token.

Protected fake create

Create Fake Retail Intake

This runs the real Accounts Core staff intake workflow, but only for fake email domains ending in .invalid or .test. It does not create a Shopify customer, send email, or send SMS.

Check readiness
Boundary contract

OWC Client Intake App

Owner: Client Intake project

Owns

  • first-contact events
  • lead source
  • initial client shell
  • intake notes
  • self-service link handoff
  • next-step routing to measure, sample, quote, or portal

May Request From Accounts Core

  • staff actor permissions
  • same-day edit rule
  • client duplicate/match context
  • portal invite eligibility

Must Not Own

  • measure calendar logic
  • quote math
  • installer assignment
  • trade account proof approval

Required Audit Events

  • client_intake_started
  • client_shell_created
  • duplicate_match_reviewed
  • self_service_link_created

Production gate: Ship after Accounts roles, duplicate review, and client PII view logging are working.

First Workflows

  • Add retail client with name and email, optional phone/address/source.
  • Send portal setup invite draft while SMS remains deferred.
  • Create lead/source record and hand off to Measure or Quote later.
  • Show duplicate customer/account match review before creating anything.

Safe Now

  • HTTPS shell route is live.
  • Scopes are registered for customer/file/metaobject preparation.
  • Live customer writes are blocked until fake intake flow passes.

Blocked By

  • Per-app Shopify credentials and install.
  • Final decision on first live staff-created client test.
  • Telnyx MNO approval for SMS invites; email-only can be staged first.

Next Build

  • Build Add Client screen with source tracking.
  • Wire Accounts Core fake write path and duplicate review.
  • Add portal invite draft preview.

Registered Scopes