Client servicing
Dashboard attention queue, Client Book, Client 360, profile context, notes, history and follow-up workflows.
Private Pilot · Active DevelopmentPrepared advice workflows.
Advisor Flow by EireneOS
Prepared advice workflows.
Human judgement retained.
Eirene Stack's advisor operations workspace for client servicing, review preparation, tasks, policy context and structured follow-up. It combines Client 360 workflows with deterministic retirement forecasting and security-conscious data controls while remaining a synthetic/demo-data private pilot.
Not approved for real-client onboarding · AF-NX-015 remains the production-readiness gate
Implemented capabilities
A substantial workspace, within a clear pilot boundary.
Review preparation
Meeting Prep, Tasks, Critical Event Management, policy inventory, financial snapshot and document context.
Projection
Projection Mode, deterministic Retirement Forecast, retirement bridge and readiness analysis, break-even earned income and saved snapshots with provenance.
Controlled data handling
Controlled CSV intake, protected-field masking and reveal, privacy/audit watermarking, Supabase-backed persistence and owner-scoped access controls.
Workflow support, not automated advice. Advisor Flow supports preparation and record keeping. It does not determine suitability, recommend products, approve claims, make underwriting decisions or replace licensed advisor judgement.
Retirement Forecast
Implemented, deterministic and assumption-driven.
Normalized calculations, scenario assumptions, manual overrides, retirement bridge and readiness measures, break-even earned income, timeline comparison and saved snapshots provide explainable discussion support.
Illustrative boundaries
Results depend on recorded assumptions. They are not financial advice, a suitability determination or a guaranteed outcome. No Monte Carlo, tax-modelling or CPF LIFE claim is made.
Development assurance
Built with controls. Tested within limits.
Release integrity
Deterministic static builds, referenced and critical-asset verification, fail-closed missing assets, path protections, post-build artifact verification, dependency audit and public Playwright smoke.
Authentication and access
Supabase authentication, MFA/session controls, identity revalidation and fail-closed protected-data loading. Authenticated server/database boundaries and RLS are the intended enforcement layer; remaining security findings and deployed-environment validation are described below.
Synthetic isolation testing
The dedicated Eirene Testing Database uses deterministic User A/User B fixtures, guarded seed/reset, production-target rejection, authenticated cross-user/RLS checks, private Storage checks and cleanup.
Security-focused CI
Automated controls include dependency audit, Semgrep, Gitleaks, Trivy, deterministic build verification, Playwright smoke, a Security Evidence Pack and passive OWASP ZAP baseline where applicable.
Selected database-backed audit controls cover client changes and security preferences. Later synthetic staging checks exercised dedicated protected-export cases, while broader session and hosted-environment validation remains incomplete. These controls are not a professional penetration test, independent audit, certification or regulatory approval.
Latest meaningful update · Reviewed 11 November 2026
Stronger safeguards. Validation continues.
October–November work strengthens sign-out and account-change handling, sensitive exports and the safeguards used during security testing. Structured validation continues within a synthetic/demo-data private pilot.
Keep work tied to the right session
Session-isolation changes clear or cancel work when the account changes or signs out. Guards check asynchronous results before using them, helping prevent an earlier session's delayed work from appearing in a later one.
Handle sensitive exports more carefully
Export and CSV safeguards strengthen data handling and session checks. The export MFA dialog is easier to use on smaller screens, with scrollable content, visible actions and keyboard confirmation.
Build evidence within clear limits
Selected database-generated audit records support accountability for client and preference changes. Collector-readiness checks, temporary authenticated-test-state protection and TLS verification safeguards improve the testing process. Governance and remediation records now distinguish source fixes from acceptance still to be completed.
Security work remains open. Source remediation is not equivalent to hosted acceptance. The original Daybreak findings are not collectively closed: partial coverage and deployed-environment checks remain outstanding. Findings alone do not establish a deployed exploit. No independent human penetration test or formal certification is claimed.
Private pilot restrictions: synthetic/demo data only; real-client onboarding remains prohibited until AF-NX-015 Pilot Exit + Production Readiness is explicitly approved. Operational observability, safe errors and adversarial staging validation remain unfinished. An MFA retry issue remains outstanding, and Phase 2E hosted Storage assurance remains incomplete.
For nerds — technical details
Technical evidence links may require authorized GitHub repository access.
Verified on 11 November against main · 3354e471f7f6; no newer main commits were present. PR #410 merged AF-NX-002R2 session isolation, AF-NX-007 export/CSV protections and export MFA improvements on 8 November. Stacked PR #411 was incorporated into #410 before that mainline merge; it is not a separate production release.
PR #412 reconciled security governance. PR #413 added Phase 2E collector-readiness validation; its 76 PASS / 0 FAIL / 0 SKIP native PostgreSQL result is local evidence, not hosted acceptance. PR #414 hardened temporary test authentication state and TLS verification. PR #415 reconciled security-roadmap and remediation status without changing runtime controls.
AF-NX-004 remains open. AF-NX-004C / PR #400 and AF-NX-004D / PR #404 retain bounded audit completion. AF-NX-004E observability/safe errors and AF-NX-004F adversarial staging closure remain unfinished. AF-NX-002R1 invalid-TOTP retry remains outstanding separately. Phase 2E-I is offline PASS / hosted PARTIALLY VERIFIED; 2E-J is local PostgreSQL PASS with hosted/CLI compatibility unverified.
Historical AF-NX-004D staging: 39 passed · 0 failed · 2 skipped. Those skips were coverage gaps, not passes in that run. Later #410 evidence records two dedicated authenticated synthetic export cases passing, within eight browser tests across three runs; this does not complete the cross-session matrix. A separate Windows offline run recorded 1,553 passed / 2 failures / 4 skips and was not green. PR #414 pre-merge Linux CI recorded 1,614 passed / 0 failed / 8 skipped and public smoke 10 passed; skips remain gaps. No product tests were rerun by this website task.
The original October review recorded 1 high, 3 medium and 5 low Daybreak findings. Merged source fixes do not collectively close them. See the dated remediation tracker and canonical roadmap. These records are internal evidence, not independent assurance.
Current development
Audit trail and operational observability.
Release-integrity, authentication/session-hardening and dedicated staging foundations are complete. Bounded client and preference audit milestones are complete; privacy-minimised operational observability and broader security validation remain open.
Privacy boundary
Synthetic/demo data only.
Current controls include protected-field masking and reveal, watermarking, RLS, controlled CSV import, log minimisation, service-role restrictions and owner-scoped Storage. This testing boundary does not authorize real-client onboarding.
What's next
Evidence before production.
Complete audit and observability work
Operational signals, safe errors, adversarial validation and outstanding security remediation. Completed audit milestones do not close the whole programme.
Consolidate the product
Client lifecycle, protected-data and ingress/egress governance, mobile Client 360, Forecast boundaries and servicing workflows.
Pass the formal gate
Document governance, tested recovery, agency/team authorization and AF-NX-015 Pilot Exit + Production Readiness approval.
Real-client production boundary: real-client onboarding remains prohibited until AF-NX-015 is explicitly approved after remaining security, privacy, storage, recovery and operational validation.