ALYZE Bountiful — Customer Journey

Store repo has Zenoti invoice webhook (ProcessZenotiInvoiceController). Handles invoice-closed events with guest data.

UMS has user creation (UserManagementSystemService), Cognito account creation (CognitoService). Missing: auto-creation triggered from Zenoti webhook.

No onboarding state machine exists. Need: trigger emails, track completion of surveys/consent/intake, manage sequencing.

AWS SES EmailService exists with templates for requisition-ready, blood panel onboarding, and report results. Missing: welcome email, onboarding reminders, assessment confirmation.

Full React app with AWS Cognito JWT auth. User groups: Admin, LocationAdmin, PerformanceCoach, Clinician, Researcher, User.

Full study builder: multi-page questionnaires, versioned question library, question tags, Draft/Published/Archived status, resume progress, signal integration. Admin + user-facing.

No digital signature capability exists. Need: medical release, consent forms, stored securely with audit trail.

ChatAgent exists with tools for signals and insights. HealthPlanCoachAgent has plan-related tools. Missing: dedicated intake flow to gather health context pre-assessment.

Genetics requisition exists (InsightService.CreateRequisition) tied to GeneMetrics. Requisition-ready email exists. Missing: standing order blood draw requisition under practitioner NPI.

No staff-facing view showing who's completed pre-visit items. Need: checklist per customer (surveys done, consent signed, requisition ready, assessment scheduled).

TruDiagnostic integration exists for epigenetics kits (webhook status updates, report generation). WooCommerce order flow triggers blood panel processing. Missing: direct lab results import from in-house blood draw (HL7/CSV/API).

No DEXA scan import capability found in codebase. Need: parse DEXA results (DICOM, CSV, or PDF) into signal results.

SignalResult entity stores all health data with normalized scoring. InsightCalculations handles composite scores with freshness decay. Missing: real-time aggregation trigger when new data arrives during assessment day.

HealthPlanCoachAgent with tools: GetCurrentPlan, CreateSignalMeasurementTarget, CreateHealthActionTarget, GetLatestSignalResults, GetMilestone. CreatePlanChat UI component with AI conversation flow.

No clinician-specific results view. Coach dashboard exists (PerformanceCoachService) with client summary, but lacks consolidated clinical view for NP review.

Plan editing exists for users (MyPlan feature with milestones, signals, activities). Missing: NP-facing interface to review, adjust, and formally approve AI-generated plans.

PerformanceCoachService with dashboard, client access management, ClientSummaryService, ClientNotesService, ClientStudiesPanelService (view study responses with flagged results).

No PDF upload or AI parsing capability found. Need: upload PDF from VO2 max machine → AI extracts key metrics → store as SignalResults.

No front-desk staff view. Need: daily assessment schedule, customer readiness status, check-in flow.

Full CRUD for Interventions, InterventionTypes, AI-generated InterventionAiResponses. Linked to signals via SignalIntervention. RecommendationsService provides personalized recommendations.

Zenoti invoice webhook in Store repo processes invoice items. WooCommerce integration in App handles product/order data. Missing: unified sync from POS purchases back into customer health profile.

Coach assessment forms built in ALYZE app (responsive web, works on iPad).

DashboardService + DashboardPage with BloodTest component, ScheduleLocation. MyPlan feature with plan view, milestone progress, activity cards, signal cards.

JournalService with health action and signal measurement journaling. AlyzeJournalModal with calendar carousel, activity input cards, selectable activities. Last 2 weeks of completed dates tracked.

ChatAgent with function calling (GetInsightsTool, GetSignalsTool), AIChatWidget with modal UI, plus legacy AiChatService. HealthPlanCoachAgent for plan-specific conversation.

HealthPlanCoachAgent with tools: CreateHealthActionTarget, UpdateHealthActionTarget, CreateSignalMeasurementTarget, DeleteSignalMeasurementTarget. PlanService handles CRUD for plans, milestones, and targets.

MilestoneProgressPage, SignalProgressCard, MilestoneRing visualization. HealthActionResultCalculations validates target completion. InsightCalculations with freshness-weighted scoring.

No service worker or push notification infrastructure found. AIChatWidget references exist but no push system.

No scheduling or reminder system. Need: auto-schedule quarterly visits, send reminders, trigger pre-visit surveys.

HistoricalTrendChart exists for signal detail page. SignalTrendResponseDTO supports trend data. InsightCalculations uses freshness decay for time-weighted scoring. Missing: quarter-over-quarter comparison views and baseline delta reporting.

HealthPlanCoachAgent has GetLatestSignalResults tool. PlanService supports plan creation/update. CreatePlanChat component. All historical SignalResults stored with timestamps for full arc view.

No clinician-specific trend view. Coach dashboard exists but lacks before/after comparisons, sparklines, and progress narratives for NP clinical review.