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Protocol Raw System Architecture

Layer 4: SOP Cross-Reference

Version: 1.1
Status: Production Reference
Last Updated: April 2026
Owner: Protocol Raw Operations


1. SOP Master Index

1.1 Core Operations SOPs

ID Name Version Status Purpose
SOP-ORD-01 Order Ingestion v5.0 ✅ Production Webhook capture, processing, retry, and monitoring for Shopify order data
SOP-LAB-01 Batch Creation & Lab-to-Release v1.0 ✅ Production Batch lifecycle, QA, lab processing (replaces SOP-01)
SOP-DLV-01 Courier Watchdog v4.0 ✅ Production DPD tracking, exception handling, direct Customer.io notifications (replaces SOP-02)
SOP-03 Daily Operations Snapshot v3.1 ✅ Production Morning ops digest
~~SOP-04~~ Ad Spend Sync (deprecated) v4.0 ❌ Deprecated Make.com-based ad spend sync — replaced by SOP-FIN-01
SOP-05 Email Processing v3.0 ✅ Production Email outbox queue processing
SOP-PROOF-00 Proof-of-Safety System v1.0 ✅ Production QR codes, pouch labels, co-packer email, proof job queue (replaces ~~SOP-0R~~)
SOP-PROOF-01 Proof Portal System v1.1 ✅ Production Public batch verification portal, DB-owned business logic, nonce-based CSP, SOP-MON-01 monitoring (replaces v1.0)
SOP-ORD-02 3PL Order Export v4.0 ✅ Production Export orders for fulfillment (replaces SOP-0X)
SOP-ORD-03 Dispatch Ingestion v3.0 ✅ Production Dispatch file processing, quarantine, monitoring (replaces SOP-0Y)

1.2 Inventory SOPs

ID Name Version Status Purpose
SOP-INV-01 Inventory Control v1.1 ✅ Production Stock levels, manual adjustments
SOP-INV-02 Demand Forecasting v1.0 ✅ Production Predict inventory needs

1.3 Packing & Fulfillment SOPs

ID Name Version Status Purpose
SOP-PACK-01 Intelligent Packing v2.0 ✅ Production PCM calculation, pack day workflow
SOP-COLD-01 Cold Chain Integrity v1.0 ✅ Production 3PL cold chain requirements

1.4 Customer Operations SOPs

ID Name Version Status Purpose
SOP-CS-00 Customer Operations System v1.8 ✅ Production Support system overview
SOP-CS-01 AI Customer Service Triage v2.2 ✅ Production Email classification, health monitoring
SOP-CS-02 Live Chat System v1.8 ✅ Production Real-time messaging
SOP-CS-03 Autonomous Support Agent v1.6 🟡 Shadow Validation AI-powered automation

1.5 Subscription & Lifecycle SOPs

ID Name Version Status Purpose
SOP-SUB-00 Subscription State Management v4.1 ✅ Production Seal sync, native dunning, card expiry, reconciliation
SOP-LC-01 Lifecycle Communications v1.5 ✅ Production All automated emails
SOP-REF-01 Referral System v3.0 ✅ Production Referral codes, credits

1.6 Monitoring & Infrastructure SOPs

ID Name Version Status Purpose
SOP-MON-01 Monitoring & Alerting Architecture v1.1 ✅ Production Centralized monitoring
~~SOP-MON-02~~ ~~Order Ingestion SLO Monitor~~ ~~v2.0~~ ❌ Retired Absorbed into SOP-ORD-01 v5.1
SOP-AI-KB-01 AI Knowledge Base v3.4 ✅ Production KB management
SOP-CHS-01 Customer Health Scoring v1.0 🔵 Design Churn prediction

1.7 Finance SOPs

ID Name Version Status Purpose
SOP-FIN-01 Ad Spend Sync v1.2.1 ✅ Production Daily Meta/Google ad spend ingestion, FX conversion, CAC reporting (replaces ~~SOP-04~~)
SOP-FIN-02 Cost Tracking System v1.0 ✅ Production Supplier invoices, COGS/CPD allocation, unit economics, cost anomaly monitoring (replaces ~~SOP-05~~ invoice parsing)

1.8 Content & Marketing SOPs

ID Name Version Status Purpose
SOP-JOURNAL-01 Journal Content Management v1.0 🔵 Design Blog content workflow

2. SOP Dependency Map

2.1 Order Flow Dependencies

SOP-ORD-01 (Order Ingestion)
    ↓ Creates: orders, customers, order_items
SOP-INV-01 (Inventory) ← Allocation trigger
    ↓ Creates: allocations
SOP-ORD-02 (3PL Order Export)
    ↓ Updates: export_state = 'queued' → 'sent'
SOP-PACK-01 (Packing)
    ↓ Creates: packing_instructions
SOP-ORD-03 (Dispatch)
    ↓ Creates: shipments
SOP-DLV-01 (Courier Watchdog)
    ↓ Creates: courier_events
SOP-LC-01 (Lifecycle) → Customer emails

2.2 Batch Flow Dependencies

SOP-LAB-01 (Batch Creation)
    ↓ Creates: batches (status: QA_HOLD)
    ↓ Creates: inventory (qty_on_hold)
SOP-LAB-01 (Lab Processing)
    ↓ Creates: lab_results
    ↓ Updates: batch status → RELEASED
SOP-INV-01 (Inventory)
    ↓ Releases: inventory to qty_available
    ↓ Triggers: pending order allocation

2.3 Support Flow Dependencies

SOP-CS-00 (Customer Ops System)
    ↓ Defines: Overall support architecture
SOP-CS-01 (AI Triage)
    ↓ Creates: support_tickets, cs_agent_decisions
SOP-CS-03 (Autonomous Agent)
    ↓ Updates: tickets, sends responses
SOP-AI-KB-01 (Knowledge Base)
    ↓ Provides: kb_articles for AI context

2.4 Monitoring Dependencies

SOP-MON-01 (Monitoring Architecture)
    ↓ Defines: run-monitor, ops-alerter pattern
├── SOP-ORD-01 (Order Ingestion SLO) → uses pattern
├── SOP-03 (Daily Snapshot) → uses pattern
├── SOP-LAB-01 (Lab SLA) → uses pattern
├── SOP-LAB-01 (Working Capital) → uses pattern
├── SOP-INV-01 (Stock Levels) → uses pattern
├── SOP-CS-03 (Support Queue) → uses pattern
├── SOP-DLV-01 (Courier Watchdog Health) → uses pattern
├── SOP-ORD-02 (3PL Export Health) → uses pattern
└── SOP-ORD-03 (Dispatch Processing Health) → uses pattern

3. SOP to Component Mapping

3.1 SOP-ORD-01: Order Ingestion

Component Type Name Purpose
Edge Function shopify-webhook-handler Receive webhooks
Database Table webhook_inbox Store raw webhooks
Database Table customers Customer master
Database Table orders Order headers
Database Table order_items Line items
Database Function process_order_webhook_txn() Processing logic
pg_cron Job retry-failed-webhooks Retry failures
View v_webhook_health 24h metrics
View v_retry_queue_depth Queue status

3.2 SOP-LAB-01: Batch Creation & Lab-to-Release

Component Type Name Purpose
Edge Function create-batch Create batch with assets
Edge Function lab-email-ingestion Gmail Pub/Sub → PDF parse → lab result insert
Database Table batches Batch records
Database Table lab_results Lab test results
Database Table lab_email_failures Quarantine queue for failed lab emails
Database Table formulations Product formulations
Database Function generate_public_batch_id() Hash generation
Database Function fn_process_lab_email_v1() Idempotent lab result insert
Database Function fn_check_lab_ingestion_health_v2() Lab ingestion monitoring
Database Trigger trigger_set_public_batch_id Auto-set public ID
pg_cron Job lab-01-gmail-watch-renew Gmail watch renewal every 6 days
pg_cron Job lab-01-fallback-poll Safety net poll every 30 min
Monitor Function fn_check_lab_sla_v2() Lab SLA tracking
Monitor Function fn_check_working_capital_v2() QA hold value

3.3 SOP-DLV-01: Courier Watchdog

Component Type Name Purpose
Make.com Scenario DPD Tracking Ingestion Receive inbound DPD events (pending DPD UK API)
Database Table shipments Dispatch records
Database Table courier_events Tracking events
Database Table courier_event_mapping Event code → template mapping
Database Table ops_events Customer notification queue (CUSTOMER_EVENT rows)
Database Function process_courier_event() Core event processing
Database Function notify_courier_exception() Trigger → send-courier-notification
Database Function fn_retry_courier_notifications_v1() Retry pending notifications with backoff
Database Function fn_check_courier_watchdog_health_v2() MON-01 health monitor
Edge Function send-courier-notification Direct Customer.io delivery (replaces Make.com Event Bridge)
Customer.io Campaign Courier Exception Handler 5 email templates
pg_cron Job dlv-01-retry-notifications Retry every 5 min
pg_cron Job monitor-dlv-01-watchdog-health Health check every 15 min

3.4 SOP-03: Daily Snapshot

Component Type Name Purpose
Monitor Function fn_daily_snapshot_v2() Daily metrics
Database Function get_daily_snapshot() Metric calculation
pg_cron Job monitor-daily-snapshot Daily 09:00
Slack Channel #daily-ops Delivery

3.5 SOP-INV-01: Inventory Control

Component Type Name Purpose
Database Table inventory Stock levels
Database Table inventory_movements Audit trail
Database Function execute_manual_inventory_adjustment() Manual adjustments
Database Function get_current_inventory_for_reconciliation() Inventory display
Database Trigger trg_decrement_inventory_on_dispatch Auto-decrement
Monitor Function fn_check_stock_levels_v2() Low stock alerts

3.6 SOP-PACK-01: Intelligent Packing

Component Type Name Purpose
Edge Function calculate-pack-day-instructions PCM calculation
Database Table packing_instructions Pack requirements
View v_pack_queue Orders to pack
External API OpenWeatherMap Weather forecast

3.7 SOP-ORD-03: Dispatch Ingestion

Component Type Name Purpose
Edge Function poll-dispatch-files List inbox, download, process, archive
Edge Function import-3pl-dispatch 3PL dispatch data import (API)
Database Table shipments Dispatch records
Database Table processed_3pl_files File-level idempotency
Database Table dispatch_file_failures Quarantine queue
Database Function fn_import_3pl_dispatch() Core dispatch processing
Database Function fn_reprocess_dispatch_file_v1() Controlled reprocessing
Monitor Function fn_check_dispatch_processing_health_v2() MON-01 health monitor
pg_cron Job poll-dispatch-files-every-5-min File processing every 5 min
pg_cron Job monitor-ord-03-dispatch-health Health check every 15 min
Storage Bucket dispatch-files inbox/ and archive/
View v_dispatch_metrics_daily Daily dispatch metrics
View v_order_fulfillment_status Fulfillment status

3.8 SOP-CS-00: Customer Operations System

Component Type Name Purpose
Database Table support_tickets Tickets
Database Table ticket_messages Conversation history
Database Table address_changes Address sync tracking
Database Table cancellation_reasons Structured cancellation reason capture (v2.0)
View v_support_queue Open tickets
View v_customer_context Customer 360
Edge Function portal-update-address Address sync to Shopify + Seal
Edge Function cancellation-tracking Cancel flow v2.0 (4 routes)

3.9 SOP-CS-01: AI Triage

Component Type Name Purpose
Edge Function cs-agent-triage Classification
Database Table cs_agent_decisions AI decisions
Cloudflare Worker email-ingest Email routing to cs-agent-triage

3.10 SOP-CS-03: Autonomous Agent

Component Type Name Purpose
Edge Function cs-agent-triage Classification + draft
Edge Function send-support-email Email delivery
Database Table cs_agent_decisions AI decisions
Database Table ticket_messages Conversation log
Monitor Function fn_check_support_health_v2() Support health (queue, triage, intake)

3.11 SOP-LC-01: Lifecycle Communications

Component Type Name Purpose
Customer.io Templates Multiple All email templates
Make.com Scenario Event Bridge Trigger campaigns
Database Table email_outbox Email queue

3.12 SOP-MON-01: Monitoring Architecture

Component Type Name Purpose
Edge Function run-monitor Generic runner
Edge Function ops-alerter Slack delivery
Database Table monitoring_runs Execution log
pg_cron Jobs monitor-* All schedules
Slack Channels #ops-alerts, #ops-urgent, #daily-ops Alert delivery

3.13 SOP-SUB-00: Subscription State Management

Component Type Name Purpose
Edge Function seal-webhook-handler Webhook ingestion
Database Table subscriptions Local state cache
Database Table subscription_events Event log
Database Table billing_attempts Payment attempts
pg_cron Job dunning-processor (*/15 min) Dunning email dispatch
Edge Function reconcile-subscriptions Daily Seal API reconciliation
pg_cron Job reconcile-subscriptions-daily (daily 03:00) Trigger daily reconciliation
Database Table subscription_reconciliation_runs Reconciliation run tracking
Database Table subscription_reconciliation_staging Seal subscription snapshot
Database Table subscription_reconciliation_diffs Subscription drift records
Database Table billing_reconciliation_staging Seal billing attempt snapshot
Database Table billing_reconciliation_diffs Billing drift records
Function fn_finalize_subscription_reconciliation_v1() Set-based subscription comparison
Function fn_finalize_billing_reconciliation_v1() Set-based billing comparison

4. SOP to External System Mapping

SOP Shopify Seal DPD Customer.io Gmail OpenAI Claude Slack
SOP-ORD-01 ✅ Webhook
SOP-LAB-01 ✅ Lab emails ✅ PDF parsing ✅ Alerts
SOP-DLV-01 ✅ Webhooks ✅ Exception emails ✅ Alerts
SOP-03 ✅ Daily digest
SOP-INV-01 ✅ Stock alerts
SOP-PACK-01
SOP-CS-00 ✅ Address ✅ Address ✅ Emails ✅ Support
SOP-CS-01 ✅ Inbox watch ✅ Embeddings ✅ Classify
SOP-CS-03 ✅ Responses ✅ Embeddings ✅ Draft ✅ Queue
SOP-LC-01 ✅ All emails
SOP-SUB-00 ✅ Webhooks ✅ Dunning
SOP-MON-01 ✅ All alerts

5. Database Table to SOP Mapping

Table Primary SOP Related SOPs
customers SOP-ORD-01 SOP-CS-00
orders SOP-ORD-01 SOP-ORD-02, SOP-PACK-01
order_items SOP-ORD-01 SOP-INV-01
batches SOP-LAB-01 SOP-INV-01
inventory SOP-INV-01 SOP-LAB-01
inventory_movements SOP-INV-01
allocations SOP-INV-01 SOP-ORD-01 (trigger)
lab_results SOP-LAB-01
shipments SOP-ORD-03 SOP-DLV-01
processed_3pl_files SOP-ORD-03
dispatch_file_failures SOP-ORD-03
courier_events SOP-DLV-01
packing_instructions SOP-PACK-01
support_tickets SOP-CS-00 SOP-CS-01, SOP-CS-03
ticket_messages SOP-CS-00 SOP-CS-03
cs_agent_decisions SOP-CS-01 SOP-CS-03
kb_articles SOP-AI-KB-01 SOP-CS-03
subscriptions SOP-SUB-00
subscription_events SOP-SUB-00
webhook_inbox SOP-ORD-01
ops_events Multiple Universal logging
monitoring_runs SOP-MON-01 All monitors
email_outbox SOP-05 SOP-LC-01

6. Edge Function to SOP Mapping

Edge Function Primary SOP Purpose
shopify-webhook-handler SOP-ORD-01 Order ingestion
seal-webhook-handler SOP-SUB-00 Subscription sync
create-batch SOP-LAB-01 Batch creation
cs-agent-triage SOP-CS-01 AI classification
send-support-email SOP-CS-00 Email delivery
sync-address-change SOP-CS-00 Address sync
calculate-pack-day-instructions SOP-PACK-01 PCM calculation
run-monitor SOP-MON-01 Monitor execution
ops-alerter SOP-MON-01 Slack delivery
retry-failed-webhooks SOP-ORD-01 Webhook retry
export-3pl-dispatch SOP-ORD-02 3PL CSV email via Resend
poll-dispatch-files SOP-ORD-03 Dispatch file ingestion from Storage
import-3pl-dispatch SOP-ORD-03 3PL dispatch data import (API)
send-courier-notification SOP-DLV-01 Direct Customer.io delivery
process-dunning SOP-SUB-00 Dunning + card expiry processor
reconcile-subscriptions SOP-SUB-00 Daily Seal API reconciliation

7. Make.com Scenario to SOP Mapping

Scenario Primary SOP Trigger Purpose
~~CS-01: Email Triage~~ SOP-CS-01 ~~Deactivated~~ Replaced by Cloudflare Worker email-ingest (2026-04-06)
~~Address Update Sync~~ SOP-CS-00 ~~Deactivated~~ Replaced by portal-update-address Edge Function
~~Lab Results Processing~~ SOP-LAB-01 ~~Deactivated~~ Replaced by lab-email-ingestion Edge Function (2026-03-19)
DPD Tracking Ingestion SOP-DLV-01 DPD webhook Tracking events (still via Make.com pending DPD UK API)
~~Courier Exception Handler~~ SOP-DLV-01 ~~Deactivated~~ Replaced by send-courier-notification Edge Function (2026-03-19)
~~Process Dispatch Files~~ SOP-ORD-03 ~~Deactivated~~ Replaced by poll-dispatch-files Edge Function + pg_cron (2026-03-19)
Event Bridge SOP-LC-01 Database trigger Customer.io events

8. pg_cron Job to SOP Mapping

Job Name Schedule SOP Purpose
monitor-order-ingestion-slo */2 * * * * SOP-ORD-01 Order health
monitor-outbox-health */2 * * * * SOP-MON-01 Email queue
monitor-stock-levels */15 * * * * SOP-INV-01 Low stock
monitor-lab-sla */15 * * * * SOP-LAB-01 Lab tracking
monitor-working-capital 0 */6 * * * SOP-LAB-01 QA hold value
monitor-lab-ingestion-health */15 * * * * SOP-LAB-01 Lab email quarantine
lab-01-gmail-watch-renew 0 0 */6 * * SOP-LAB-01 Gmail watch renewal
lab-01-fallback-poll */30 * * * * SOP-LAB-01 Lab email safety net
monitor-daily-snapshot 0 9 * * * SOP-03 Daily digest
monitor-cs-01-support-health */15 * * * * SOP-CS-01 Support health
ord-01-webhook-retry */5 * * * * SOP-ORD-01 Webhook retry
monitor-ord-01-webhook-health */5 * * * * SOP-ORD-01 Webhook health
monitor-ord-01-daily-digest 0 9 * * * SOP-ORD-01 Webhook daily digest
monitor-heartbeat */15 * * * * SOP-MON-01 Monitoring system heartbeat
dlv-01-retry-notifications */5 * * * * SOP-DLV-01 Retry failed courier notifications
monitor-dlv-01-watchdog-health */15 * * * * SOP-DLV-01 Courier watchdog health
process-email-outbox * * * * * SOP-05 Send emails
ord-02-3pl-export-cycle */15 * * * * SOP-ORD-02 Export orders to 3PL
ord-02-retry-exports */5 * * * * SOP-ORD-02 Retry failed exports
monitor-ord-02-export-health */5 * * * * SOP-ORD-02 3PL export health
poll-dispatch-files-every-5-min */5 * * * * SOP-ORD-03 Process dispatch CSV files
monitor-ord-03-dispatch-health */15 * * * * SOP-ORD-03 Dispatch processing health
monitor-subscription-health */5 * * * * SOP-SUB-00 Subscription health checks
monitor-subscription-daily 5 9 * * * SOP-SUB-00 Subscription daily digest
dunning-processor */15 * * * * SOP-SUB-00 Dunning email dispatch
card-expiry-processor 0 9 * * * SOP-SUB-00 Card expiry warnings
reconcile-subscriptions-daily 0 3 * * * SOP-SUB-00 Daily Seal reconciliation

9. Customer.io Template to SOP Mapping

Template ID SOP Trigger
order_confirmation_first SOP-LC-01 First order
order_confirmation_repeat SOP-LC-01 Repeat order
transition_guide SOP-LC-01 +24h first order
transition_week_1 SOP-LC-01 +7d first order
transition_week_2 SOP-LC-01 +14d first order
delivery_reminder_7day SOP-LC-01 -7d renewal
delivery_lock_48h SOP-LC-01 -48h renewal
order_dispatched SOP-LC-01 Dispatch
order_delivered SOP-LC-01 Delivery
delivery_exception SOP-DLV-01 Exception
subscription_paused SOP-LC-01 Pause
subscription_resumed SOP-LC-01 Resume
subscription_cancelled SOP-LC-01 Cancel
winback_30day SOP-LC-01 +30d cancel
winback_60day SOP-LC-01 +60d cancel
payment_failed_day0 SOP-SUB-00 Payment fails
payment_failed_day3 SOP-SUB-00 +3d dunning
payment_failed_day7 SOP-SUB-00 +7d dunning
card_expiring_30day SOP-SUB-00 -30d expiry
card_expiring_7day SOP-SUB-00 -7d expiry

10. Quick Reference: "Where Do I Look?"

I need to understand... Start with SOP
How orders get into the system SOP-ORD-01
How webhook monitoring works SOP-ORD-01
How batches work SOP-LAB-01
How inventory is managed SOP-INV-01
How packing works SOP-PACK-01
How dispatch works SOP-ORD-03
How courier tracking works SOP-DLV-01
How customer support works SOP-CS-00
How AI support works SOP-CS-03
How emails are sent SOP-LC-01
How subscriptions work SOP-SUB-00
How monitoring works SOP-MON-01
How the ops portal works Ops Portal Docs
How the customer portal works Customer Portal Docs

Document Purpose
Systems Overview v3.1 Infrastructure counts, Edge Function registry, data flows
Operations Portal Documentation Portal features
Customer Portal Documentation v3.1 Portal features
Visual Identity Guide Brand standards
Email Design System Email standards

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