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Devlog: 2026-04-07 — Session Summary

Comprehensive record of work completed on 2026-04-07. Each item includes what we did and why it mattered for PSSaaS, PSX, or go-to-market continuity.

Work Completed​

MIAC SRP workbook analysis​

What: Analyzed Third Federal’s MIAC XLSX delivery and documented structure in legacy/miac-srp-workbook-analysis.md.

Why: We needed a factual model of MIAC data before designing PSSaaS Risk/MSR consumption or PSX integration. The analysis showed the workbook is a market pricing grid (base SRP by spread plus multi-dimensional adjustments), not loan-level MSR valuations — so product and engineering can size APIs, tenancy, and evaluation paths correctly.

PSX LLPA evaluation plugin​

What: Delivered 10 PowerBuilder source files under desktop-plugin/psxllpa/, plus README and API reference, for Desktop App integration with PSX ADR-099 (ephemeral LLPA evaluation).

Why: Bridges the Desktop App Risk Manager to PSX’s agency LLPA evaluation without forking pricing logic into PSSaaS or Python on the SaaS side — PSX owns pricing; the plugin is the coexistence path until customers are fully on cloud workflows.

Website content drafts​

What: Five pages for powerseller.com — one overview plus four module-oriented drafts.

Why: The public site lacked module-level value propositions. These drafts give Lisa, Greg, and Jay something concrete to react to so messaging aligns with how customers actually use the Desktop App and the broader ecosystem.

AGENTS.md created​

What: Added cross-session agent memory: architectural principles, safety rules, lessons, and the align trigger sequence.

Why: Instruction fade was a recurring risk; PSX already proved that a durable “agent playbook” reduces repeated mistakes. PSSaaS adopted the same countermeasure so sessions inherit constraints, not just chat context.

CLAUDE.md updated​

What: Expanded lean session context with 10 non-negotiable invariants, the align trigger, and richer key references (handoff, ADRs, specs, devlog, legacy, ecosystem).

Why: Establishes architectural guardrails in the file that loads every Cursor session and gives a recovery mechanism when context degrades — complements AGENTS.md (durable memory) with session-start truth.

Docusaurus fix​

What: Pinned Docusaurus to 3.6.3, added webpack 5.97.1 npm override, removed the incompatible full-text search plugin.

Why: Newer webpack (5.98+) broke Progress Plugin compatibility with webpackbar (options like name, color, reporters removed). Pinning restores a reliable docs build until upstream aligns.

Session handoff created and updated​

What: Maintained docs-site/docs/handoffs/pssaas-session-handoff.md as the living platform state document (identity, stack, specs, ADRs, backlog, ecosystem, key people, discoveries).

Why: After instruction fade or session rollover, reading the handoff first recovers destination, blockers, and cross-product facts without re-deriving them from chat history.

SpecialFeatureCode investigation​

What: Confirmed the Desktop App exposes feature_code_001–006 on pools/instruments, not on loans; not available at Risk Manager stage in the pipeline sense the PSX team assumed.

Why: PSX had been expecting Tom to supply this field from loan-level data for certain workflows. Documenting the gap prevents false API contracts and mis-scoped Risk/pipeline work until commitment/delivery-stage data is sourced elsewhere.

PSX current state review​

What: Read PSX ADR-093 through ADR-099, gave feedback, relayed solution-architect answers on Xigo architecture and pricing alignment.

Why: PSSaaS consumes PSX for pricing and MISMO-shaped payloads; cross-product alignment avoids duplicate engines, wrong field names, and duplicated ADR drift.

Value proposition discussions​

What: Articulated business value of each Desktop App module and major plugins (secondary marketing overlay, coexistence, replacement north star).

Why: Foundation for website copy, customer conversations, and prioritizing Pipeline vs BestEx vs Risk narratives without treating every module as equally urgent.

Decisions Made​

DecisionRationale
PSSaaS stays Python-freePSX owns pricing and stacking; PSSaaS consumes via HTTP APIs. Keeps the modular monolith in .NET and avoids two runtime stories for the same domain.
MIAC data is client-specific, tenant-levelEach Desktop App customer has their own MIAC contract and calibrated grids — not a single platform data feed. Shapes database-per-tenant storage and compliance boundaries.
MIAC SRP grids are structurally compatible with PSX stackingBase SRP + LLPA-style adjustments maps to the same evaluation model as agency grids — reuse PSX’s engine rather than inventing a parallel MSR evaluator in PSSaaS.
Align trigger adoptedExplicit re-read of CLAUDE.md, AGENTS.md, handoff, and .cursorrules on “align” — instruction-fade emergency brake.
Single agent model for PSSaaS (for now)No split into dedicated sub-roles until volume/complexity justifies it; documentation and handoff carry continuity instead.