Mercy Ships — Status Dashboard

🆕 New1

ty-letter-spec-alignment

TY Letter — refactor against client call notes 2026-04-29

MSMO · MSUSFULL · Prod ⚪

Next: —

🟠 In Development (Sandbox)10

ty-letter-5bucket-delivery

Mailing Deliverability automation – auto-select correct template based on contact

MSMO ✅ MSUSFULL ✅ Prod ❌

Next: manifest cleanup: collapse into ty-letter-rollup-async (same class)

ty-letter-rollup-async

Thank You letter codes for Recurring Donation Opportunities

MSMO ✅ MSUSFULL ✅ Prod ⏳

Next: touch-update 591 SFJobs miscoded Opps via Searchable_Record_Id__c self-write (architect-gated)

allocation-fdc-batchable-deploy

Allocation FDC backfill at scale (Apex Batchable + bypass wiring)

MSMO — MSUSFULL ✅ Prod ⏳

Next: —

eoy-tax-receipt

End of year Tax Statement Email Templates

MSMO · MSUSFULL · Prod ⚪

Next: Waiting for Dryad feedback

opp-bulk-import-cpu-limit

Opportunity bulk-import lock-row + data-skew failures

MSMO · MSUSFULL · Prod ⚪

Next: —

gomeddo-position-commitment-level

[GoMeddo] Add Position Commitment Level field on positions (GM-001)

MSMO — MSUSFULL — Prod ⏳

Next: —

gomeddo-sub-position-category

[GoMeddo] Add Sub-Position Category field on positions (GM-002)

MSMO — MSUSFULL — Prod ⏳

Next: —

gomeddo-minimum-commitment

[GoMeddo] Add Minimum Commitment field on positions (GM-003)

MSMO — MSUSFULL — Prod ⏳

Next: —

msus-sharepoint-integration

Research into how Mercy Ships can integrate with SharePoint and users can view SharePoint files inside of Salesforce

MSMO · MSUSFULL · Prod ⚪

Next: —

donor-external-lookup-lwc

Donor lookup LWC — search a Donor by ID against the Donor__x external object and one-click create a Contact + Account in MSUS from those external fields

MSMO ✅ MSUSFULL ✅ Prod ⏳

Next: —

🟢 In Prod (Open)4

opp-close-date-flow-limit

CloseDate update fails on heavy donor Accounts (NCF, DAFs, anonymous-aggregator households)

MSMO ✅ MSUSFULL ✅ Prod ✅

Next: —

opportunity-restore-aftermdelete-npe

Opportunity Restore Failure (After Undelete Trigger Error)

MSMO ✅ MSUSFULL ✅ Prod ✅

Next: —

allocation-financedept-tdtm

RDM Account assignment – auto-population on GAU Allocation

MSMO ✅ MSUSFULL ✅ Prod ✅

Next: release pipeline to Prod

tribute-type-on-opportunity

Tribute Type on Opportunity — auto-populate from Tribute Allocations so Dryad receipts render tribute text

MSMO ✅ MSUSFULL ✅ Prod ✅

Next: —

✅ Closed27

anon-01-bucket-pool-routing

US Anonymous Account year-split — 36,071 Opportunities reorganized from a single 36K-record catchall into 15 year-based Anonymous Accounts (Pre-2000 + 2000-2013 + per-year 2014-2025 + 2026 Anonymous MSUS Household), each under the 7,500 soft cap and the 10K hard skew threshold

MSMO · MSUSFULL · Prod ⚪

Next: —

woo-store-tribute-allocation

Woo Store donations with In Honor / In Memory text now create structured Tribute + Tribute_Allocation records (closes the gap where 4 of 5 last-90-day Woo+tribute donations had only the text marker)

MSMO ✅ MSUSFULL ✅ Prod ✅

Next: —

msid-multiline

MSID multi-line MailingStreet

MSMO ✅ MSUSFULL ✅ Prod ✅

Next: 242-Contact silent-failure sweep · MSUSFULL APIM key repaste

protect-4-opp-fields

Protect 4 Opportunity fields on migrated records

MSMO ✅ MSUSFULL ✅ Prod ✅

Next: 30-day silent-overwrite drift scan ~2026-05-23

campaign-fdc-tdtm

Campaign hierarchy – auto-population of Finance Department Code from parent to child campaigns

MSMO ✅ MSUSFULL ✅ Prod ✅

Next: watch for orphan/inactive Campaign feedback (Davis 109-row cohort) → decide on default-FDC rule or status quo

asc-aam-tdtm

RDM Account assignment – auto-population on Account Soft Credits (ASC AAM)

MSMO ✅ MSUSFULL ✅ Prod ✅

Next: —

psc-financedept-tdtm

RDM Account assignment – auto-population on Account Soft Credits (PSC AAM)

MSMO ✅ MSUSFULL ✅ Prod ✅

Next: release pipeline to Prod

searchable-record-id

Global Search to support searching by Salesforce Record ID

MSMO ✅ MSUSFULL ✅ Prod ✅

Next: weekly health check via scripts/verify/verify-searchable-id-scheduler.sh — confirm CronTrigger WAITING + 0 NULL records in 7-30d drift band

dupe-rules-woocommerce

Optimize MSUS Account & MSUS Contact duplicate rules (WooCommerce integration) + drop Email-as-hard-dependency in matching

MSMO ✅ MSUSFULL ⚠ Prod ✅

Next: —

woo-processor-normalizer

Normalize raw WooCommerce gateway slugs on Opportunity.Processor__c (CMDT-backed)

MSMO ✅ MSUSFULL ✅ Prod ✅

Next: —

woocommerce-opp-fields

Map new fields Processor__c and ReferenceCheck_Number__c to Opportunity from WooCommerce

MSMO ✅ MSUSFULL ✅ Prod ✅

Next: spin up dedicated session → confirm `Processor__c` + `ReferenceCheck_Number__c` exist on Opportunity in MSPROD, locate WooCommerce Apex mapping point → architect call

searchable-record-id-extension

Global Search — extended to Recurring Donation (Campaign / GAU dropped from scope)

MSMO ⚠ MSUSFULL ✅ Prod ✅

Next: parked — pick up when business asks for record-Id search on Campaign / RD / GAU

ocr-scanline-image

OCR-A scan-line image in Dryad receipts

MSMO ⚠ MSUSFULL ✅ Prod ✅

Next: —

task-delete-restriction

Task Delete Restriction (10 named users only)

MSMO ✅ MSUSFULL ✅ Prod ✅

Next: Client sign-off on 2 scope questions → architect gate → Copado push to PROD (6 metadata + 1 TDTM data row + permset assignments)

dryad-templates

Fix all email templates (Next Donation button hyperlink and broken images)

MSMO · MSUSFULL · Prod ⚪

Next: quarterly link-rot audit (in-prod data, not source-controlled)

smartystreets-account-verify

Address Verification button on Account: 'No address in the setting' error

MSMO · MSUSFULL · Prod ⚪

Next: —

diane-contact-merge-blocked

Contact Merge blocked by Update Next Birthday flow

MSMO ✅ MSUSFULL ✅ Prod ✅

Next: —

merge-and-delete-access-audit

Merge & Delete Access — audit 33 users vs Brian's worksheet

MSMO · MSUSFULL · Prod ⚪

Next: —

key-donor-fields-readonly

Make Key Donor Fields Read-Only for MSUS users

MSMO · MSUSFULL · Prod ⚪

Next: —

contact-account-address-inherit

Contact Not Inheriting Account Address

MSMO · MSUSFULL · Prod ⚪

Next: —

mailing-address-subpremise-autocomplete

Apt 2 dropped by Salesforce standard Lightning autocomplete (Google Places subpremise limitation)

MSMO · MSUSFULL · Prod ⚪

Next: —

gau-allocation-refund-error

GAU Allocation refund error via US New Refund button

MSMO ✅ MSUSFULL ✅ Prod ✅

Next: —

woocommerce-source-system-mapping

Map Source_System__c on WooCommerce-converted Opportunities + retire Volusion picklist value

MSMO ✅ MSUSFULL ✅ Prod ✅

Next: —

missing-campaign-members

Missing Campaign Members on Opportunities — Primary Contacts on Opps not added as Campaign Members for some historical and recent records

MSMO · MSUSFULL · Prod ⚪

Next: —

deceased-contact-household-account-behavior

NPSP Household Account behavior when sole Contact is marked Deceased

MSMO · MSUSFULL · Prod ⚪

Next: —

c21-donorfile-closedate-rewrite

C21/Payology donor-file flow stamps Opportunity CloseDate to today's date instead of the actual gift date

MSMO · MSUSFULL · Prod ⚪

Next: —

xl-connector-contact-import-householding

XL Connector contact import — review + safer NPSP-householding process

MSMO · MSUSFULL · Prod ⚪

Next: —

Pipeline matrix

Ticket	Summary	MSMO	MSUSFULL	Prod	Stage	Next
anon-01-bucket-pool-routing	US Anonymous Account year-split — 36,071 Opportunities reorganized from a single 36K-record catchall into 15 year-based Anonymous Accounts (Pre-2000 + 2000-2013 + per-year 2014-2025 + 2026 Anonymous MSUS Household), each under the 7,500 soft cap and the 10K hard skew threshold	·	·	⚪	✅ Closed	—
woo-store-tribute-allocation	Woo Store donations with In Honor / In Memory text now create structured Tribute + Tribute_Allocation records (closes the gap where 4 of 5 last-90-day Woo+tribute donations had only the text marker)	✅	✅	✅	✅ Closed	—
msid-multiline	MSID multi-line MailingStreet	✅	✅	✅	✅ Closed	242-Contact silent-failure sweep · MSUSFULL APIM key repaste
protect-4-opp-fields	Protect 4 Opportunity fields on migrated records	✅	✅	✅	✅ Closed	30-day silent-overwrite drift scan ~2026-05-23
campaign-fdc-tdtm	Campaign hierarchy – auto-population of Finance Department Code from parent to child campaigns	✅	✅	✅	✅ Closed	watch for orphan/inactive Campaign feedback (Davis 109-row cohort) → decide on default-FDC rule or status quo
asc-aam-tdtm	RDM Account assignment – auto-population on Account Soft Credits (ASC AAM)	✅	✅	✅	✅ Closed	—
psc-financedept-tdtm	RDM Account assignment – auto-population on Account Soft Credits (PSC AAM)	✅	✅	✅	✅ Closed	release pipeline to Prod
searchable-record-id	Global Search to support searching by Salesforce Record ID	✅	✅	✅	✅ Closed	weekly health check via scripts/verify/verify-searchable-id-scheduler.sh — confirm CronTrigger WAITING + 0 NULL records in 7-30d drift band
dupe-rules-woocommerce	Optimize MSUS Account & MSUS Contact duplicate rules (WooCommerce integration) + drop Email-as-hard-dependency in matching	✅	⚠	✅	✅ Closed	—
woo-processor-normalizer	Normalize raw WooCommerce gateway slugs on Opportunity.Processor__c (CMDT-backed)	✅	✅	✅	✅ Closed	—
woocommerce-opp-fields	Map new fields Processor__c and ReferenceCheck_Number__c to Opportunity from WooCommerce	✅	✅	✅	✅ Closed	spin up dedicated session → confirm `Processor__c` + `ReferenceCheck_Number__c` exist on Opportunity in MSPROD, locate WooCommerce Apex mapping point → architect call
searchable-record-id-extension	Global Search — extended to Recurring Donation (Campaign / GAU dropped from scope)	⚠	✅	✅	✅ Closed	parked — pick up when business asks for record-Id search on Campaign / RD / GAU
ocr-scanline-image	OCR-A scan-line image in Dryad receipts	⚠	✅	✅	✅ Closed	—
task-delete-restriction	Task Delete Restriction (10 named users only)	✅	✅	✅	✅ Closed	Client sign-off on 2 scope questions → architect gate → Copado push to PROD (6 metadata + 1 TDTM data row + permset assignments)
dryad-templates	Fix all email templates (Next Donation button hyperlink and broken images)	·	·	⚪	✅ Closed	quarterly link-rot audit (in-prod data, not source-controlled)
smartystreets-account-verify	Address Verification button on Account: 'No address in the setting' error	·	·	⚪	✅ Closed	—
diane-contact-merge-blocked	Contact Merge blocked by Update Next Birthday flow	✅	✅	✅	✅ Closed	—
merge-and-delete-access-audit	Merge & Delete Access — audit 33 users vs Brian's worksheet	·	·	⚪	✅ Closed	—
key-donor-fields-readonly	Make Key Donor Fields Read-Only for MSUS users	·	·	⚪	✅ Closed	—
contact-account-address-inherit	Contact Not Inheriting Account Address	·	·	⚪	✅ Closed	—
mailing-address-subpremise-autocomplete	Apt 2 dropped by Salesforce standard Lightning autocomplete (Google Places subpremise limitation)	·	·	⚪	✅ Closed	—
gau-allocation-refund-error	GAU Allocation refund error via US New Refund button	✅	✅	✅	✅ Closed	—
woocommerce-source-system-mapping	Map Source_System__c on WooCommerce-converted Opportunities + retire Volusion picklist value	✅	✅	✅	✅ Closed	—
missing-campaign-members	Missing Campaign Members on Opportunities — Primary Contacts on Opps not added as Campaign Members for some historical and recent records	·	·	⚪	✅ Closed	—
deceased-contact-household-account-behavior	NPSP Household Account behavior when sole Contact is marked Deceased	·	·	⚪	✅ Closed	—
c21-donorfile-closedate-rewrite	C21/Payology donor-file flow stamps Opportunity CloseDate to today's date instead of the actual gift date	·	·	⚪	✅ Closed	—
xl-connector-contact-import-householding	XL Connector contact import — review + safer NPSP-householding process	·	·	⚪	✅ Closed	—
opp-close-date-flow-limit	CloseDate update fails on heavy donor Accounts (NCF, DAFs, anonymous-aggregator households)	✅	✅	✅	🟢 In Prod (Open)	—
opportunity-restore-aftermdelete-npe	Opportunity Restore Failure (After Undelete Trigger Error)	✅	✅	✅	🟢 In Prod (Open)	—
allocation-financedept-tdtm	RDM Account assignment – auto-population on GAU Allocation	✅	✅	✅	🟢 In Prod (Open)	release pipeline to Prod
tribute-type-on-opportunity	Tribute Type on Opportunity — auto-populate from Tribute Allocations so Dryad receipts render tribute text	✅	✅	✅	🟢 In Prod (Open)	—
ty-letter-5bucket-delivery	Mailing Deliverability automation – auto-select correct template based on contact	✅	✅	❌	🟠 In Development (Sandbox)	manifest cleanup: collapse into ty-letter-rollup-async (same class)
ty-letter-rollup-async	Thank You letter codes for Recurring Donation Opportunities	✅	✅	⏳	🟠 In Development (Sandbox)	touch-update 591 SFJobs miscoded Opps via Searchable_Record_Id__c self-write (architect-gated)
allocation-fdc-batchable-deploy	Allocation FDC backfill at scale (Apex Batchable + bypass wiring)	—	✅	⏳	🟠 In Development (Sandbox)	—
eoy-tax-receipt	End of year Tax Statement Email Templates	·	·	⚪	🟠 In Development (Sandbox)	Waiting for Dryad feedback
opp-bulk-import-cpu-limit	Opportunity bulk-import lock-row + data-skew failures	·	·	⚪	🟠 In Development (Sandbox)	—
gomeddo-position-commitment-level	[GoMeddo] Add Position Commitment Level field on positions (GM-001)	—	—	⏳	🟠 In Development (Sandbox)	—
gomeddo-sub-position-category	[GoMeddo] Add Sub-Position Category field on positions (GM-002)	—	—	⏳	🟠 In Development (Sandbox)	—
gomeddo-minimum-commitment	[GoMeddo] Add Minimum Commitment field on positions (GM-003)	—	—	⏳	🟠 In Development (Sandbox)	—
msus-sharepoint-integration	Research into how Mercy Ships can integrate with SharePoint and users can view SharePoint files inside of Salesforce	·	·	⚪	🟠 In Development (Sandbox)	—
donor-external-lookup-lwc	Donor lookup LWC — search a Donor by ID against the Donor__x external object and one-click create a Contact + Account in MSUS from those external fields	✅	✅	⏳	🟠 In Development (Sandbox)	—

Detail per ticket lives in MERCY_SHIPS_LOG.md. This file is generated; do not hand-edit. Glyph key: ✅ live · ⚠ partial · ⏳ awaiting · — not yet · · n/a · 🛑 query error.