`docs/CRE_PR_ADMIN_GUIDE.md`

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# CRE PR Intelligence — Admin Guide

Open **Backend → CRE PR Intelligence** (`/admin/pr-intelligence`). Everything is
admin-only; user-tier logins get 403 on both APIs and shells.

## Pages
| Page | What it does |
|---|---|
| **Dashboard** | CA completion %, AZ lock, org/people KPIs, categories, roles, metros, verified/unverified, orgs without PR contact, agencies+clients, drafts awaiting review, replies, follow-ups, run health, adapter status, coverage gaps. |
| **Research** | Start CA discovery per metro (mandated order shown), edit the query matrix (DB-backed, no code changes), import CSV/JSON/LinkedIn URLs with mapping → preview → dry-run → import → reversible batch. |
| **Organizations** | Full-text search + state/metro/county/category/asset-class/status/confidence/priority/PR-contact filters (URL-persisted), sortable columns, bulk tag/verify/enroll, CSV export, detail drawer (identity, PR status, press links, people, relationships, evidence timeline, outreach history, activity), duplicate finder + merge, “＋ Add organization” manual entry (verification URL required). |
| **People** | Search name/org/title/email/LinkedIn; filters incl. email-verification and LinkedIn status; inline corrections that preserve the original extracted value + role history; outreach-readiness panel; suppress; draft generation. |
| **Review Queue** | Three columns: candidates (keyboard ↑/↓, A/R/D/S) · profile + evidence + duplicate candidates + accept/edit/reject/merge/stale/defer · letter preview + personalization + internal notes + save draft/approve/provider-draft. |
| **Campaigns** | Create target definitions, enroll (suppression-checked, transactional), batch-generate drafts, per-member outreach status, export history. |
| **Letter Builder** | Block-based base letter; lock/unlock sections (unlock is explicit + audited); add/remove/reorder/edit blocks; immutable version history with compare + load-to-undo; vertical & org snippets; “Add to letter” clipboard from any evidence excerpt; live preview with a real contact (unfilled merge fields highlighted); desktop/mobile preview; internal citations shown and never sent. |
| **Inbox** | Provider status, thread view (originals preserved), canned reply actions, compose → provider draft, explicit Send (confirm + suppression re-check), interested/not-now/wrong-person/close, referral capture (creates person + task), opt-out → immediate suppression. |
| **Tasks** | Follow-ups & chores; every card shows created date+time. |
| **Sources** | Search/filter every source row with excerpt, terms note, evidence count, retrieval time; export evidence CSV. |
| **Runs & Jobs** | Run cards with counters, checkpoints, errors, pause/resume; job queue with retry/pause/cancel; queue any job type with a JSON payload; auto-refresh. |
| **Settings** | Sender identity (required before sending), submission method, unsubscribe text, letter purpose, refresh cadence; CA quality-gate check; Arizona unlock (+audited override); email-provider status; suppression list; audit log. |

## The mandated rollout
California runs first in the fixed metro order (LA → OC → Inland Empire → San Diego →
Bay Area → Sacramento → Ventura/Santa Barbara → Central Valley). Arizona discovery
**cannot be queued** until the CA gate passes or an admin override is recorded — the
button lives in Settings, and the gate is computed from live data (see the dashboard
checklist).

## Global search
The top-bar box (` / ` to focus) spans organizations, people, titles, domains, emails,
LinkedIn URLs, metros, counties, notes, and threads.

## Everyday flow
1. Research → queue a metro run (worker executes).
2. Review Queue → accept/merge/reject candidates (evidence on screen).
3. People → verify contacts; readiness panel tells you exactly what's missing.
4. Campaigns → enroll verified contacts → generate drafts.
5. Letter Builder → edit/approve → provider draft.
6. Inbox → explicit send → replies sync → referrals/opt-outs handled in place.
7. Dashboard → watch coverage %, gaps, and stale counts; refresh jobs keep data honest.