# Probate Happens™ Master Production Build 2 — AI Family Companion

## Completed sections
1. Intelligent Journey Engine — `personalize.html`
2. Personalized Dashboard — profile is used by My Journey, recommendations, and adaptive tools
3. AI Probate Assistant prototype — `companion.html`
4. Dynamic Checklists — `adaptive-checklist.html`
5. Family Document Vault prototype — `vault.html`
6. Resource Recommendation Engine — `resource-library.html`
7. Expanded Resource Library — searchable/filterable on the same page
8. Learning Academy Foundation — `learning-academy.html` and `learning-path.html`
9. Organization Portal Phase 1 — `organizations.html` plus eight dedicated portal pages
10. Technical Foundation — `technical-foundation.html`

## Important production boundary
This is a functional static front-end prototype. Personalization, progress, notes, cart, and checklists use browser storage. The prototype vault uses IndexedDB on the current device only. The assistant is a curated rule-based demonstration, not a live generative AI service. No account, server database, cloud storage, encryption service, CRM, payment gateway, analytics backend, or production AI retrieval service is included.

## Required production services
- Identity provider with MFA and account recovery
- Encrypted application database and encrypted object storage
- Role-based access, consent records, audit logs, retention, and deletion
- Governed Probate Happens™ knowledge repository
- Citation-based retrieval service and AI safety layer
- Attorney/editor review workflow and versioning
- CRM, email, payment, analytics, and partner reporting integrations
- WCAG 2.2 AA audit, privacy review, penetration test, and incident response plan

## Suggested test route
1. Open `personalize.html` and save a family profile.
2. Open `companion.html` and ask about a house, bills, a will, and the executor role.
3. Open `adaptive-checklist.html`; confirm tasks match the profile.
4. Open `vault.html`; add a harmless test file, open it, delete it, and clear the vault.
5. Open `resource-library.html`; confirm the recommendation changes with the profile and test search/filtering.
6. Open `learning-academy.html`; complete lessons and refresh to confirm progress persists.
7. Open `organizations.html` and inspect each partner portal.
8. Open `technical-foundation.html` for the prototype-to-production boundary.