Contract Management System (CMS)

Doc boundary: managerial notes stay in this vault under Projects/anabatic-contract-management-system/. Architecture, data model, features, and technical docs live in the project's technical docs repo / docs folder.

Team

TL;DR

CMS is the Anabatic Legal team's internal tool for receiving, reviewing, and approving two types of legal requests: Cover Letters (created by Sales/BU, pass through BU → Legal approval chains) and Legal Service Requests (submitted directly to the Legal Inbox, bypassing BU approval). Terminal states are either a DocuSign flow (CDT template cover letters only) or marked as complete. See [[Projects/anabatic-contract-management-system/context/system-overview|system overview]] for full flow.

Near-term priority: production performance is acceptable on the critical paths Legal and Sales depend on (see [[Projects/anabatic-contract-management-system/backlog/p1-fix-performance-issues|p1 — performance]] + audit).

Outcome

• Problem: Core CMS flows (notably cover-letter / listing workloads tracked under SYS-1970 and SYS-2022) are not reliably fast or stable enough in production for day-to-day Legal operations.
• Desired outcome: Performance acceptable in prod — users can complete primary review/list flows without unacceptable latency or failure modes; engineering and Legal agree it is “good enough” to operate.
• Success metric: Agreed SLOs on the critical APIs/pages (fill in concrete p95/p99 or “max seconds” with stakeholders), met in prod over an agreed observation window (e.g. 1–2 weeks post-deploy), with monitoring/dashboards to prove it.
• Scope (in): Query/backend fixes, caching/Redis where applicable ([[Projects/anabatic-contract-management-system/backlog/done/p1-sys-2047-redis-sla-cache|SYS-2047]]), join/cardinality work ([[Projects/anabatic-contract-management-system/backlog/p1-sys-2022-cover-letter-join-cardinality|SYS-2022]]), prod validation, observability tied to those SLOs.
• Scope (out): Net-new product features and nice-to-haves (e.g. [[Projects/anabatic-contract-management-system/backlog/p2-generatepdf-optional-contact-fields|generatePDF optional fields]]) unless they unblock performance.

Status

• Current phase: execution (performance remediation)
• Next milestone: SLOs agreed + prod meeting SLOs after fixes ship
• Target date:
• Health: green

Quick Links

• [[Projects/anabatic-contract-management-system/context/index|Project context]]
• [[Projects/anabatic-contract-management-system/context/system-overview|System overview]]
• [[Projects/anabatic-contract-management-system/context/sys-1970-cms-performance-issues-breakdown|SYS-1970 performance breakdown (ClickUp)]]
• [[Projects/anabatic-contract-management-system/reports/backend-cover-letter-query-performance-audit|Backend cover-letter query & latency audit]]
• [[Projects/anabatic-contract-management-system/context/clickup-execute-sys-2022-2026-05-13|ClickUp execute — SYS-2022]]
• [[Projects/anabatic-contract-management-system/context/clickup-execute-sys-2012-2026-05-19|ClickUp execute — SYS-2012]]
• [[Projects/anabatic-contract-management-system/meetings/2026-05-13-legal-cms-coordination|Meeting prep — legal CMS (2026-05-13)]]
• [[Projects/anabatic-contract-management-system/decisions/index|Decisions]]
• [[Projects/anabatic-contract-management-system/backlog/index|Backlog]]
• [[Projects/anabatic-contract-management-system/changelog/index|Changelog]]
• [[Projects/anabatic-contract-management-system/runbooks/index|Runbooks]]

Open Decisions

(none yet)

Active Backlog

• [[Projects/anabatic-contract-management-system/backlog/p1-fix-performance-issues|p1 — Fix performance issues]] — p1 — mg
• [[Projects/anabatic-contract-management-system/backlog/p1-sys-2022-cover-letter-join-cardinality|p1 — SYS-2022 join cardinality]] — p1 — mg
• [[Projects/anabatic-contract-management-system/backlog/p2-generatepdf-optional-contact-fields|p2 — generatePDF optional contact fields]] — p2 — mg

Recent Changes

• 2026-05-11 — Project hub created.
• 2026-05-12 — Backlog: [[Projects/anabatic-contract-management-system/backlog/p2-generatepdf-optional-contact-fields|generatePDF optional contact fields]] (from inbox triage).
• 2026-05-13 — Inbox triage: moved SYS-1970 breakdown, SYS-2022 execute report, legal CMS meeting prep into context/ + meetings/; expanded [[Projects/anabatic-contract-management-system/backlog/done/p1-sys-2047-redis-sla-cache|SYS-2047]] implementation notes.
• 2026-05-17 — Linked performance audit from hub + context index; wired umbrella [[Projects/anabatic-contract-management-system/backlog/p1-fix-performance-issues|p1 performance backlog]] to SYS-1970 / SYS-2022 / audit; fixed broken hub wikilink in [[Projects/anabatic-contract-management-system/context/system-overview|system overview]]; reconciled audit §1 with SYS-2022 execute note.
• 2026-05-17 — Added [[Projects/anabatic-contract-management-system/backlog/p1-sys-2022-cover-letter-join-cardinality|SYS-2022 backlog stub]], YAML frontmatter on [[Projects/anabatic-contract-management-system/reports/backend-cover-letter-query-performance-audit|performance audit]]; set [[Projects/anabatic-contract-management-system/backlog/done/p1-sys-2047-redis-sla-cache|SYS-2047]] backlog status: done; meeting agenda 6 links SYS-1970 + audit.
• 2026-05-17 — Hub: primary outcome set to performance acceptable in prod; Status → execution (performance remediation); Next Actions aligned to SLO agreement + prod validation.
• 2026-05-17 — Housekeeping: shipped SYS-2047 backlog file moved to backlog/done/; inbound wikilinks updated; Active Backlog lists only open items.
• 2026-05-19 — Inbox triage: moved [[Projects/anabatic-contract-management-system/context/clickup-execute-sys-2012-2026-05-19|ClickUp execute — SYS-2012]] from Inbox/ into context/; cleared duplicate Cursor-docs / AI-monitoring / LinkedIn / WAHA inbox captures (canonical notes already in Ideas/ or Resources/Audits/).
• 2026-05-20 — Inbox triage: filed [[Projects/anabatic-contract-management-system/changelog/2026-05-19-backend-contract-portal-ready-prod-merge-batch|changelog — ready-prod merge batch]] from substantive Inbox/merge-summary-* captures; removed straggler duplicate SYS-2012 inbox file + empty merge logs; cleared Inbox.md item list.
• 2026-05-22 — Inbox triage: filed [[Projects/anabatic-contract-management-system/changelog/2026-05-22-backend-contract-portal-ready-prod-merge-batch|changelog — ready-prod merge batch (2026-05-21–22)]] from four substantive Inbox/merge-summary-* captures; discarded three empty hook runs; moved [[Todo/2026-05-22 Morning Digest|morning digest]] to Todo/; cleared Inbox.md item list.

Risks & Blockers

(none identified yet)

Next Actions

• Draft minimal SLO list (which endpoints/pages, p95/p99 or max latency, error rate) with Legal + eng sign-off — mg
• Ship/track p1 performance work ([[Projects/anabatic-contract-management-system/backlog/p1-fix-performance-issues|umbrella]], SYS-2022, audit follow-ups); confirm prod deploy windows — mg
• After deploy: prove in prod (dashboards or APM) against SLOs for the agreed window; capture go/no-go in meeting note or changelog — mg

Related

• [[Areas/Anabatic/Anabatic]]