PIP module: lab notes
Internal strategy view for the build-it-better run on the RevParPro PIP module. The working screen is at the live preview. Living record: vault note "PIP Module Build-It-Better" (20-business/RevParPro). Updated 2026-09-01, late.
Course correction (Ace, 2026-09-01): the reduced "one clean screen" was a scoreboard, not a tool. The module has to replace ClickUp, which means it is the place where the work is managed: every line is a task with an owner, a due date, a status, comments, files, plus the money. The two headline numbers survive as a compact strip above the work, not as the page. Light mode only.
1. What the ClickUp folder actually contains (pulled by API, 2026-09-01)
Source: ClickUp v2 API, folder "HOUZN - PIP", lists 901810729217 to 901810729224, key from Vaultwarden CLICKUP_API_KEY.
- Six phase lists: Pre-Work Planning (empty), Phase 1 Guestroom & Corridor Renovation, Phase 2 Furniture & Decor Update, Phase 3 Interior Finishing, Phase 4 Public Area Upgrades, Phase 5 Safety & Support Systems, Phase 6 Final Compliance & Inspection. 92 tasks in total.
- Status set on every list: to do, in progress, blocked, waiting on review, done, complete. Live counts: to do 65, blocked 14, waiting on review 8, in progress 3, complete 29 (after the merge onto RPP lines).
- Custom fields: Category (10 Marriott areas), Subcategory (25), Order Status (Not Ordered, Ordered, Received, Delayed, N/A), PIP Task # (the join key to RPP item numbers). Tag "order-now" on 15 tasks. Priority, checklists, subtasks, time estimates: unused.
- Assignees: Ace Hemani on 55 tasks, Sam Xie on 29 (some carry both), 36 lines unassigned after the merge. Due dates on 91 of 92 tasks, start dates on 59. 60 lines are past their due date and not complete as of 2026-09-01.
- 58 comments on 44 tasks, almost all Ace's: SPEC notes with Marriott part codes and drawing tags, BLOCKED notes ("pending verification with Megan Ruane, franchise PI"), RiseSun PO line mappings, scope decisions (ethernet cut 2026-04-14), two @mentions to Sam. 10 attachments: Marriott spec PDFs (corner guards, thresholds, casegoods, elevator tile, hydration cabinet) and site photos.
- Join to RPP: 90 of 92 tasks matched a pip_items line on PIP Task # (after normalizing "05" to "5"). Two did not: the "Inspection" task and one "Paint Walls" with no number. 29 RPP lines have no ClickUp task, mostly $0 brand requirement text.
2. Parity map: what ClickUp gives Sam today, where it lives in RPP
| ClickUp | RPP surface (preview) | State |
|---|
| List per phase, tasks grouped, collapsible | List view grouped by Phase (also Area, Owner, Status) | new |
| Board by status | Board view, five status columns, cards with owner, due, $ | new |
| Status: to do / blocked / waiting on review / in progress / complete | Same five states on the line, kept so nobody relearns vocabulary. Procurement and install statuses stay underneath (shipped). | new on top of shipped |
| Assignee | Owner per line (Ace, Sam, MK, Junaid), "Mine" filter | new |
| Due date, start date | Due per line, past-due flag, phase window from the lines | new |
| Order Status field | Order column (Not Ordered, Ordered, Received, Delayed, N/A) | new (maps to shipped procurement status) |
| order-now tag | Order now flag and filter | new |
| Comments with @mentions | Comment thread on the line drawer, notifications from the RPP sender | new |
| Attachments | Files on the line plus a project Files view (Supabase Storage, pip_documents already exists) | new |
| Custom fields Category, Subcategory, PIP Task # | Already RPP columns: category, subcategory, item_number | shipped |
| Nothing | Budget, quote, PO, paid per line; vendor; needs-review; audit log; brand PIP vs CapEx | shipped |
| Nothing | Deadline strip (PIP letter rule), past-due count, $ complete | new |
3. Already shipped on app.revparpro.com (do not rebuild)
Source: origin/main commits 9c22078 (2026-07-19) and 4aae718 (2026-07-20); migration 281; walked live 2026-09-01.
- Procurement status per line (not started to complete), install status per line, inline money edits gated to owner, managing partner, comptroller, bookkeeper; vendor, notes, needs-review with mark-reviewed, stale badge; subline rollups; append-only audit log with who changed it; brand PIP vs CapEx project type; Convex migration and ClickUp merge scripts; phases gantt; budget waterfall. Documents tab is a stub.
4. Still on the July plan, not shipped
Source: vault note "PIP & CapEx Tracker Rollout (RevParPro)", 2026-07-19.
- QBO account-1900 actuals sync (target was 2026-08-15, pip_transactions still 0 rows). Phone-first My Items for Mohammed Kamil. Photos. Documents tab. Role tightening on pip_items writes before GMs get seats. Weekly PIP section in the Monday brief. HOURP load (108 items staged).
5. The build, in order
- Import job: ClickUp folder to RPP lines, one-time per property, on the PIP Task # key with the id map: owner, due, start, state, order status, order-now tag, comments (author, date, text), attachments (files to Supabase Storage, rows in pip_documents). Then ClickUp goes read-only for that property.
- Schema: pip_items gains owner_id, due_date, start_date, state (the five), order_now; pip_item_comments (line, author, text, mentions, created_at); pip_documents gets item_id. pip_item_changes already logs edits.
- Work surface: this preview as the project page: List (grouped), Board, Phases, Files, line drawer with fields, comments, files, activity. Filters: open, mine, past due, order now, blocked, waiting on review, needs review, has $.
- Notifications: @mention and assignment emails from the RPP sender; daily digest of past-due and order-now lines to the owner.
- Mobile: the same list and drawer at phone width is MK's My Items; photos from the camera onto the line.
- Then the money layer: forecast vs budget with change orders, QBO paid, the deadline engine (order-by dates from lead times). Captured self-GC margin stays in underwriting (Ace, 2026-09-01).
6. Open for Ace
- Does this surface cover what Sam and MK do in ClickUp today? Name anything missing.
- HOUZN franchise agreement effective date, or the Marriott extension letter (deadline = 24 months after it, PIP letter 4/19/2023).
- Which property cuts over first once the import job runs (HOUZN is loaded, HOURP is staged).