# TroveSnap seller feature catalog — current + planned

The full feature set of the TroveSnap **seller** product, end to end: from **lead generation**, through
capture, cataloging, review, pricing, publishing, **day-of-sale operations**, to **post-sale
distribution** (auction sites, donation, demand recovery) and the agency/marketplace layers.

This is the single reference for everything discussed — **what's built and what's planned**. Status
legend per feature:

- ✅ **Current** — implemented in the deployed web app (may be demo-backed pending Supabase/contracts).
- 🟡 **Partial** — UI or scaffolding exists; depends on a contract/wave to be real.
- 🧭 **Planned** — captured as a Backlog work item (WI-xxx).
- 💡 **Concept** — discussed/researched, not yet a tracked item (candidate to mint).

Provenance: the deployed surface ([seller-surface-map](seller-surface-map.md)), the Platform &
Contracts plan (P1–P10), the Backlog (D41 WI-073–086, D42 WI-087–092, WI-093), the
[lead-gen research](../CC-Analysis/estate-seller-lead-generation-research.html), the
[estate-seller pain points](estate-seller-painpoints.md), and the [Trove host vision](trove-host-vision.md).

---

## 1. Lead generation & acquisition

| Feature | Status | Description |
|---|---|---|
| Lead-source attribution | 🧭 WI-086 · 💡 | `lead_source` / `referral_partner` / `campaign` fields on sales + inquiries; monthly source-performance report. The cheap, foundational layer every other lead-gen feature builds on. |
| CRM-lite partner cadence | 🧭 WI-086 | Lightweight reminders for referral partners (realtors, attorneys, movers, senior communities): 6–8 week check-ins, thank-you prompts, follow-up tasks — *not* a full CRM. |
| Referral source tracker | 💡 | Track which partner/directory/QR/email/social share generated visits, inquiries, or buyers. |
| Realtor / attorney intake link | 💡 | Partner-specific intake form (property timeline, estate status, access constraints, contents photos, urgency) feeding candidate lead records. |
| Referral partner portal | 💡 | Tokenized read-only status page for a partner's referred lead: *received → scheduled → sale live → completed* — no private pricing unless allowed. |
| Lead-quality scoring | 💡 | Score leads by timeline/estate-size/location/referrer-type/urgency to prioritize follow-up. |
| Lead magnet / workshop kits | 💡 | Generate downsizing checklists, probate cleanout prep, what-to-keep worksheets, and senior-center workshop kits (slides/flyers/sign-in QR) tied to seller landing pages. |

## 2. Digital visibility & Google Business monitoring

| Feature | Status | Description |
|---|---|---|
| **Google Business Profile monitoring** | 💡 | Reputation + local-visibility dashboard: keeps the profile fresh, **catches new reviews/questions**, and tracks whether sale content is being posted consistently. The seller-facing pro upsell that sits beside "market the next sale + prove turnout." |
| Google Business content kit | 💡 | Turn each sale into GBP posts: preview, last-day reminders, sold highlights, review requests, before/after transformations. |
| Google Ads attribution | 💡 | Tie calls / forms / check-ins / map visits / buyer actions back to ad campaigns (paid-marketing ROI) once event tracking exists. |
| Directory / social publishing kit | 🧭 WI-075 · 💡 | Repackage each sale (listing, photos, dates, terms, highlights, map copy) as export-ready blocks + image ZIP for EstateSales.net, Facebook, Instagram, etc. |
| Local-SEO sale recaps | 💡 | Convert finished sales into privacy-safe proof/recap pages that become local search content. |
| Review-request flow | 💡 | Prompt families, referral partners, and (optionally) buyers after successful moments — feeds the partner proof packet. |

## 3. Onboarding & sale setup

| Feature | Status | Description |
|---|---|---|
| Create / edit sale | ✅ | `EstateSaleForm`: title, seller/company, city/state/postal, start–end date, start–end time, status, description (`/trovesnap/new`, `…/edit`). |
| Casual host segments | 🧭 WI-090 | First-class garage / flea-market / tag-sale / pop-up flows (fast setup, lighter than the estate/agency path). |
| Sale workspace | ✅ | `/trovesnap/sales/[id]`: photos, items, imports, review, enrichment, preview — the operational hub for one sale. |

## 4. Capture & ingestion (the Harness)

| Feature | Status | Description |
|---|---|---|
| Estate Sale Harness | ✅ 🟡 | The connected-source + automation layer: **Capture → Import → Review → Enhance → Publish → Track**. Nothing publishes without approval; credentials stay local when possible. |
| Connected Apps / sources | ✅ 🟡 | Source connections (EstateSales.net, AuctionNinja, HiBid, Drive/OneDrive/Photos folders, links, local files) with status (Connected/Syncing/Needs review/Paused/Error) + auth level. |
| Photo capture & upload | ✅ | Per-sale photo uploader feeding the item pipeline. |
| CSV / Excel import wizard | ✅ | Bring sold reports & catalogs from EstateSales.net / AuctionNinja / HiBid / spreadsheets into one reconciled inventory (`/trovesnap/harness/csv-import`). |
| One-door ingestion contract | ✅ 🟡 | Every source routes through the P5 one-door (`source_import_records` → candidates); nothing becomes canonical inventory except via `promoteInventoryCandidate()`. |
| Voice cataloging | 🧭 WI-077 | Hands-free intake — speak item details during walk-through; transcribed into candidates. |
| PII / privacy scrubber | 🧭 WI-074 | Strip personal data (documents, mail, photos with faces/addresses) at ingestion before it reaches inventory. |
| Cross-run / cross-sale dedupe | 🧭 WI-078 | Detect the same item across imports/sales so re-scans and multi-source catalogs don't duplicate. |

## 5. AI cataloging, enrichment & appraisal

| Feature | Status | Description |
|---|---|---|
| AI descriptions & tags | ✅ 🟡 | `runTroveSnapEnrichment` generates item descriptions, categories, and auto-tags from photos. |
| Scan contracts (P1–P4) | 🧭 | The deterministic pipeline: table-hunt → item-scan → validation (P3 trusted result) → ranking (P4). Backs cataloging with auditable, provider-neutral contracts. |
| Appraisal & value estimates | ✅ 🟡 | Buyer/seller appraisal hints (`/trovesnap/appraise`); token-metered deep appraisal + comp research planned (P8 budgets). Non-certified "value hints" framing. |
| Appraisal tokens | ✅ 🟡 | Token economy (sidebar shows balance 87); earned via submissions/confirmations/check-ins, spendable on premium scans/appraisals. |
| Confidence-tiered promotion | 🧭 WI-080 | Auto-approve high-confidence candidates, route low-confidence to review — tune the human-gate workload. |
| Bulk operations | 🧭 WI-079 | Price / tag / approve many items at once (the dominant throughput pain). |

## 6. Inventory review & workflow

| Feature | Status | Description |
|---|---|---|
| Inventory Review & Appraisal Queue | ✅ | Filtered review: Appraisal Recommended · Better Photos Needed · High Buyer Demand · Exact Wishlist Matches · Suggested Copy · Ready to Publish. The human approval gate. |
| Workflow Center (kanban) | ✅ | Pipeline lane (Imported → Needs Review → Needs Appraisal → Needs Photos → Ready → Published) + disposition lane (Unsold · Review · Auction · Offers · Donation · Archived). |
| Item editor | ✅ | Per-item edit (title, value, tags, status, photos). |

## 7. Pricing & discounts

| Feature | Status | Description |
|---|---|---|
| Discount phases | ✅ | Schedule phased markdowns ("Day 2 after noon: 25% off"); buyers see current phase, next phase, and urgency on every marketplace card (`calculateSaleDiscountState`). |
| Pricing guidance | 🟡 | Suggested value ranges from appraisal/comps; batch pricing token-metered. |

## 8. Publishing & buyer-facing sale pages

| Feature | Status | Description |
|---|---|---|
| Publish preview | ✅ 🟡 | Generate the buyer-facing sale/item view before publishing (`…/preview`). |
| Public sale & item pages | ✅ 🟡 | Buyer-safe published pages (`/sales/[slug]`); private notes, internal pricing, margin, consignor details, and PII never exposed. |
| QR identity spine | 🟡 💡 | Opaque-ID QR on signage/items resolves to a buyer-safe page; same QR can route to staff (binding) or buyer (Trove Go) context. Seeds check-ins + local demand. |
| External channel links | ✅ | Attach existing EstateSales.net / Facebook / HiBid links per sale — Trove Go amplifies, doesn't replace. |
| Channel-shaped export adapters | 🧭 WI-075 | Export inventory in the shape each channel/marketplace expects (directories, auction platforms). |

## 9. Discovery & demand (Trove Go + seller view)

| Feature | Status | Description |
|---|---|---|
| Buyers & Demand dashboard | ✅ 🟡 | Anonymous demand within 25 mi: buyers following your tags, exact wishlist matches, saved searches, watchers; demand-by-tag bars with trend; Feature / Notify-matched-buyers actions. |
| Trove Go buyer marketplace | 🧭 | Buyer discovery: home, marketplace, map, search by item/tag/distance/discount; saved searches, watches, wanted items, followers, alerts. (Sibling product; seller publishes into it.) |
| Wishlist match alerts | 🟡 | Notify matched (anonymous) buyers when inventory matches their wanted items — routed through Trove Go. |

## 10. Day-of-sale operations & observation

| Feature | Status | Description |
|---|---|---|
| **Day-of-sale observation page** | 💡 (new — extends WI-087) | A **live, real-time ops view for the day of the sale**: foot traffic, check-ins, reservations, and items sold *as they happen*; live item-status toggles (sold/held/pulled), staff coordination, and a running "Sale Snapshot" (views/followers/reservations/items-sold with deltas). The seller's command screen while the doors are open. |
| Host live sale event page + dashboard | 🧭 WI-087 | Public "● Live" sale page + host dashboard (Overview/Items/Reservations/Followers/Analytics/Messages) — the event framing the observation page sits inside. |
| Check-ins | ✅ 🟡 | QR/door check-ins (mobile owns capture); feed traffic counts + token rewards. |
| Host ↔ buyer messaging + reservations | 🧭 WI-091 | Buyers reserve items and message the host; host manages reservations + threads (privacy-safe). |
| Teasers & timed item Drops | 🧭 WI-088 | Scheduled item *reveals* (Teaser vs Drop with times + saves) to build pre-sale excitement — distinct from discount phases. |
| Engagement → visibility loop | 🧭 WI-089 | Follows/saves/comments/check-ins/shares/reservations raise a sale's reach/ranking in discovery (anti-gaming, explainable). |

## 11. Post-sale distribution & disposition

| Feature | Status | Description |
|---|---|---|
| Disposition lanes | ✅ 🟡 | Workflow Center routes unsold items to **Auction · Offers · Donation · Archive** (plus Review/Unsold) after the sale. |
| **Auction-site distribution** | 🟡 🧭 WI-075 | Push unsold/high-value items to auction platforms (AuctionNinja, HiBid) — today via reconciled CSV import/export; channel-shaped export adapters make it one-click. |
| Demand-recovery for unsold | 🧭 WI-082 | Re-match unsold items against the cross-sale buyer-demand graph and offer one-click buyer notification / next-sale carry-over / markdown / donation routing. |
| Sold / not-sold tracking + reconciliation | ✅ 🟡 | Track final outcomes per item; reconcile against imports for client reporting. |
| Make-offer flow | 🟡 | Capture post-sale offers on unsold items (disposition lane). |

## 12. Analytics, profile & proof

| Feature | Status | Description |
|---|---|---|
| Seller analytics | ✅ | Gross sales by month, follower growth, sell-through %, items cataloged, "what buyers search for" auto-tag priorities (`/trovesnap/analytics`). |
| Discoverable seller profile | ✅ | Public face: verified badge, tagline, service area, specialties, track record (sales hosted/items/sell-through/rating), **Subscribe** for every-new-sale alerts (followers). |
| Client reports & reconciliation | 🧭 WI-081 | Per-consignor / per-client settlement reports: items, sell-through, gross, fees, payouts, disposition. |
| Partner proof packet | 💡 | One-click partner-safe PDF/link: sale timeline, inventory count, sell-through, buyer traffic, cleanup/disposition, testimonials — referral sales collateral (aggregate, no private item details). |

## 13. Personalization & trust (the emotional layer)

| Feature | Status | Description |
|---|---|---|
| Family memory / provenance notes | 💡 | Per-item `memory_note_private` (family + staff), `provenance_note_public` (buyers), `buyer_handoff_note` (after purchase); default private/off until the family opts in. |
| Family closure report | 💡 | After the sale: "here is what happened to meaningful items" — emotional closure beyond financial reconciliation. |
| Archive / keepsake export | 💡 | A keepsake record of selected items, photos, outcomes, and notes for the family. |
| Realtor flavor (co-branded intake/proof) | 💡 | Co-branded intake + proof workflow that attributes a realtor referral and closes the loop — without becoming a realtor CRM. |

## 14. Gamification & community (later-phase, mostly Trove Go)

| Feature | Status | Description |
|---|---|---|
| Host Cards + CRED + boosts | 🧭 WI-092 | Earnable host reputation cards (Community Magnet / Trusted Curator / Legendary Host / Repeat Seller), CRED points, trust rating, and the event-visibility boost they confer — earned, not bought. |
| Token rewards & trust score | ✅ 🟡 | Sidebar trust score (92) + appraisal tokens; `token_ledger` (pending → approved). |
| GCMD card taxonomy | 💡 | Treasure / Memory / Provenance / Host / Partner-Proof / Handoff / Legacy cards — shareable, QR-backed, printable artifacts (see lead-gen research). *Distinct from the WI-092 gamified reputation card.* |

## 15. Multi-client agency operations

| Feature | Status | Description |
|---|---|---|
| Agency Command Center | 🧭 WI-073 | Multi-client live-ops dashboard: every active sale, its stage, and what needs attention across clients. |
| Throughput / SLA dashboard + roles | 🧭 WI-083 | Items/hour, queue ages, SLA tracking, and assignable roles (cataloger/reviewer/appraiser). |
| Contracts & scheduling | 🧭 WI-084 | Client contracts, sale scheduling, pickup/donation/disposition milestones. |
| Staffing / SOPs / role checklists | 🧭 WI-085 | Repeatable per-role checklists and SOPs for running a sale. |

## 16. Data ownership, privacy & governance

| Feature | Status | Description |
|---|---|---|
| Approval-gated everything | ✅ | Nothing becomes canonical inventory or publishes without explicit seller approval; the review queue is the gate. Approval-gated MCP tools (`promote_candidate`, `publish_sale`, `update_item_status`, `notify_matched_buyers`). |
| Public-safe projections | ✅ 🟡 | Buyer/QR pages never expose private notes, internal pricing, margin, consignor details, or PII. |
| Own-your-data export | 🧭 WI-076 | Seller-owned CSV / API export of their inventory and outcomes — no lock-in. |
| Buyer anonymity | ✅ | Demand is aggregate (wanted items / saved searches / followed tags); never individual identities unless a buyer opts in. |
| Platform admin | ✅ | Garage-sale submission review (releases token rewards) + cross-source import audit (candidates, runs, connections). |
| Server/edge gateway + secrets split | 🧭 | App→backend calls go through a trusted gateway (service-role server-only); per-tenant credentials encrypted/service-role-only; app secrets in the runtime. |

---

## Net-new items worth minting

Two features above are **discussed but not yet tracked** as work items:
- **Day-of-sale observation page** (§10) — currently 💡; extends WI-087 but is a distinct seller ops screen.
- **Google Business Profile monitoring** (§2) — currently 💡 from the lead-gen research; closest tracked home is WI-086.

If you want either promoted to a Backlog WI (like WI-087–093), say so and I'll mint it with a `doneWhen`.