proposal_accepted_paid | The proposal is accepted and paid. | An engagement is about to exist. |
engagement_created | The engagement record exists. | Work can be set up. |
onboarding_open | Onboarding is open for controlled inputs. | Begin collecting and submitting inputs. |
document_gate_open | Required inputs have been requested and are being collected. | Submit the requested inputs. |
document_gate_blocked | Required inputs are insufficient. | Something is missing; act on the input side. |
ready_for_soteris_review | Inputs are complete and queued for Soteris. | Handoff to Soteris is imminent. |
agent_ready | Preparation can begin. | Automated preparation is queued. |
agent_running | Automated preparation is in progress. | Work is being prepared; no action needed. |
clarification_requested | A clarification is needed to continue. | Respond to the clarification. |
soteris_review | Soteris is reviewing. | In professional review; no partner action. |
cpa_gate | An opaque review state. | Under review authority; no released outcome yet. |
deliverable_review | The deliverable is under final review. | Final review before release. |
final_payment_pending | Release is pending final settlement. | Complete final payment. |
closed_paid | The engagement is settled. | Work is complete. |
archived | The engagement is archived. | Read-only record. |