Compatible partners (current label)
Ranked Match Candidates with fit signals, service-area exceptions and profile access; the generic live label must become category-specific.
/admin/leads/:id?tab=matchmakingFuture Spec 10 →Current-state summary
The Project Opportunity Matchmaking tab uses the generic label Compatible partners while ranking two Designer Studios. It shows concise fit evidence, eligibility/review language, availability, next-start dates and profile links, and permits shortlist selection before sending Offers. Interior Designers is the only enabled category; Storage, White-glove Delivery, Photographers and Millwork are disabled without Coming soon labels. The same Forest Hill Match Candidates score 100/30 here but 92/68 in the full workspace, with no visible Match Run or Criteria Set explanation.
Interface inventory
Anatomy and verified behavior
Verification states separate observed behavior from requirements or assumptions.
| Element | Current behavior | Verification |
|---|---|---|
| Category selector | Interior designers is active; four Provider categories are disabled. | Verified live |
| Candidate cards | Show rank, identity, city, availability, next start, fit tags, warning, score/status and profile link. | Verified live |
| Selection | Each Designer has a shortlist checkbox; Send offers remains disabled until selection. | Verified live; no selection changed |
| Full matching link | Opens /admin/matchmaking with legacy leadId query. | Verified live |
User journeys
Current flows
Review recommendations
- Open record Matchmaking
- Review ranked Designers
- Read fit reasons and warnings
- Open profile
- Select candidates or open full matching
State model
Current and expected states
Atelier Maison displays 100/100 and Compatible.
Studio North displays 30/100, a Project-type warning and Review needed.
Category buttons are disabled without explanation.
Send offers is disabled.
Product rules
Non-negotiable boundaries
- Inline and full Matchmaking must display results from the same identified Match Run.
- Scores cannot be compared without Criteria Set version and freshness context.
- Use Compatible Designers, Compatible Providers or Match Candidates; Partner is not the canonical general participant term.
- Disabled categories explain availability and do not imply working Provider Matchmaking.
- Candidate cards reveal only authorized evidence.
- Shortlist state is one canonical record shared with the full workspace.
Known current limitations · 6 mapped
What is missing, broken or unverified
Future Spec 10 owns closure →- The generic Compatible partners label conflicts with the governed Designer/Provider vocabulary.
- Scores conflict with the full workspace for the same visible subject and Match Candidates.
- No Match Run ID, Criteria Set version, timestamp or freshness is shown.
- Provider Categories are unexplained disabled controls.
- Service-area exceptions are less detailed than earlier evidence.
- Empty, error, stale and insufficient-data states were not observed.
Future alignment
Required evolution
- 01Replace Compatible partners with category-specific Match Candidate labels.
- 02Render a compact projection of the latest valid Match Run.
- 03Show score confidence, run freshness and top reasons consistently.
- 04Mark unavailable Provider Categories Coming soon until Project-based Matchmaking exists.
- 05Use canonical Pipeline Record links instead of leadId routes.
Current baseline
Acceptance record
- Two Designer candidates and their visible evidence are documented.
- Inline selection and full-workspace handoff are present.
- Score inconsistency is treated as a correction requirement.
- Disabled Provider categories are not described as implemented.
Reverse-spec completeness
Documentation coverage
The interface is still changing, so visual evidence and repository tracing remain intentionally incomplete.
Purpose and user outcome
DocumentedRoles and access
DocumentedRoutes and entry points
DocumentedPage and component anatomy
DocumentedFields and displayed data
DocumentedPrimary actions
DocumentedForms and validation
DocumentedStates and transitions
DocumentedEmpty, loading and error states
DocumentedResponsive behavior
PartialAccessibility behavior
PartialActivity and audit events
PartialData sources and persistence
DocumentedNotifications and automation
PartialKnown defects and limitations
DocumentedReusable component dependencies
DocumentedFuture-spec conflicts
PartialVisual and repository evidence
DeferredAcceptance of current baseline
Documented