Document Type: Protocol
Status: Active
Version: v1.0
Authority: HeadOffice
Applies To: M, mwmsbrain.site Phase 2 build execution, Affiliate Brain evaluation workflow, Supabase opportunity and evaluation records, plugin/UI implementation, future Brain Request expansion
Parent: HeadOffice Brain
Last Reviewed: 2026-05-11

Purpose

The MWMS Opportunity System Phase Two Developer Build Pack defines the controlled build requirements for Phase 2 of the MWMS Opportunity System.

Phase 2 begins only after Phase 1 has been accepted.

Phase 1 creates the intake system.

Phase 2 creates the evaluation system.

Its purpose is to:

give M a clear developer-ready build instruction for Phase 2
prevent M from guessing what comes after intake
define the first evaluation layer after opportunity capture
connect evaluation records back to Phase 1 opportunity records
keep the system simple and usable
prevent early measurement, forecasting, testing, Finance logic, dashboards, automation, or AI integrations
preserve future Supabase lineage
protect MCR as Source of Truth
prevent plugin/UI code from becoming hidden authority
prepare clean input for Phase 3 Measurement And Forecast System

This is the Phase 2 execution pack M should follow after Phase 1 is complete and accepted.

Scope

This protocol applies to:

mwmsbrain.site Phase 2 build
Affiliate Brain evaluation workflow
Offer Intelligence Queue
Offer Intelligence Record Screen
Evaluation Decision Panel
basic viability review
link between Phase 1 intake record and Phase 2 evaluation record
Supabase records where used
plugin/UI implementation
manual testing
safe save points
future Research Brain request expansion

It defines:

required Phase 2 features
required Phase 2 fields
required Phase 2 status logic
required decision actions
system behaviour
completion criteria
what must not be built yet
future compatibility requirements
safe save point requirements

It does not include:

Measurement Planning UI
Forecasting
Testing workflows
Finance controls
dashboards
automation
AI integrations
full Brain-to-Brain automation
full Research Brain workflow
MCR update automation

Core Principle

Phase 2 must turn a captured opportunity into a structured evaluation.

The goal is not to fully judge every detail of the offer.

The goal is to decide whether the opportunity is worth moving toward the next controlled stage.

Phase 2 must answer:

Is this opportunity worth further investigation, rejection, parking, or progression?

Phase 2 should remain simple, practical, and expandable.

Phase 2 Build Target

System Name

Affiliate Brain Offer Evaluation System

Components To Build

Phase 2 includes only:

Offer Intelligence Queue
Offer Intelligence Record Screen
Evaluation Decision Panel
Link To Phase 1 Opportunity Record
Basic Research Request Preparation

Do not add additional modules during Phase 2.

Dependency Rule

Phase 2 must not begin until Phase 1 has passed:

MWMS Opportunity Intake Phase One Acceptance Checklist

Phase 2 depends on:

opportunity records being created
opportunity records saving correctly
opportunity records appearing in the queue
opportunity records being reopenable
status management working
no data loss
safe save point provided

If Phase 1 is unstable, Phase 2 must wait.

Source Of Truth Rule

MCR remains the Source of Truth.

This build pack gives M permission to build the approved Phase 2 operational surface on mwmsbrain.site.

It does not give permission to:

change MCR canon
create new MCR rules inside code
create direct Brain site to MCR updates
build automatic MCR editing
create hidden source-of-truth logic inside plugin/UI systems

If M discovers a missing rule, field, workflow, or conflict, M must report it back to Martyn/HeadOffice.

The correct path is:

M identifies issue → HeadOffice review → MCR decision if required

The prohibited path is:

M changes plugin logic → plugin becomes hidden canon

1. Offer Intelligence Queue

Required Features

The Offer Intelligence Queue must:

display opportunities that are ready for evaluation
show linked Phase 1 opportunity records
allow opening an evaluation record
show current evaluation status
allow filtering or grouping by evaluation status
make it clear which opportunities are unevaluated

Required Fields In Queue

The queue should show:

Product Name
Platform
Vendor Name
Discovery Source
Intake Status
Evaluation Status
Date Found
Last Updated where possible

Optional if easy:

Fits MWMS
Exclusion Flag
Research Needed

Required Evaluation Status Groups

The queue must support these evaluation statuses:

Not Started
In Review
Rejected
Parked
Research Needed
Ready For Measurement Planning

Required Actions

The queue should support:

Open Evaluation Record
Create Evaluation From Intake Record where needed
Change Evaluation Status where practical

Do not overcomplicate the queue.

The main requirement is that Martyn can find and open opportunities that need evaluation.

2. Offer Intelligence Record Screen

Required Purpose

The Offer Intelligence Record Screen is where Martyn reviews a captured opportunity and records the first structured Affiliate Brain evaluation.

It should not attempt to become a full research system, testing system, or finance system.

It is a practical evaluation screen.

Required Link To Phase 1 Intake Record

Each evaluation record must connect back to its original opportunity intake record.

The evaluation screen should show or reference:

Product Name
Product Link
Platform
Vendor Name
Discovery Source
Date Found
Intake Status

The Phase 2 evaluation must not become disconnected from Phase 1 intake.

Required Evaluation Fields

The Offer Intelligence Record Screen must include the following fields.

Identity And Source Fields

These may be displayed from the intake record or copied into the evaluation record if needed:

Product Name
Product Link
Platform
Vendor Name
Discovery Source
Date Found

Basic Offer Review Fields

Offer Type
Niche / Market
Target Audience
Primary Problem
Main Promise
Payout / Commission Notes
Funnel Type
Sales Page / VSL Link
Notes

Allowed values for Offer Type may include:

Affiliate Product
Lead Generation
Pay Per Lead
SaaS / Recurring
Ecommerce
Unknown
Other

Allowed values for Funnel Type may include:

VSL
Sales Page
Webinar
Lead Form
Quiz
Application
Unknown
Other

Basic Viability Fields

Commercial Potential
Audience Fit
Traffic Fit
Offer Clarity
Compliance Sensitivity
Competition Present
Research Needed
Evaluation Notes

Allowed values for Commercial Potential:

High
Medium
Low
Unknown

Allowed values for Audience Fit:

Strong
Moderate
Weak
Unknown

Allowed values for Traffic Fit:

Strong
Moderate
Weak
Unknown

Allowed values for Offer Clarity:

Clear
Somewhat Clear
Unclear
Unknown

Allowed values for Compliance Sensitivity:

Low
Medium
High
Unknown

Allowed values for Competition Present:

Yes
No
Unknown

Allowed values for Research Needed:

Yes
No
Unsure

Evaluation Decision Fields

Evaluation Status
Decision
Decision Reason
Next Step
Review Notes

Allowed values for Evaluation Status:

Not Started
In Review
Rejected
Parked
Research Needed
Ready For Measurement Planning

Allowed values for Decision:

Reject
Park
Request Research
Proceed To Measurement Planning
Needs More Information

Allowed values for Next Step:

No Action
Add More Info
Research Brain Review Later
Move To Measurement Planning Later
Reject And Archive
Park For Later
HeadOffice Review

3. Evaluation Decision Panel

Required Purpose

The Evaluation Decision Panel allows Martyn to make a controlled Phase 2 decision.

It must be simple.

It must not become an advanced scoring engine yet.

Required Decision Actions

Phase 2 must include these decision actions:

Reject

Sets:

Evaluation Status = Rejected
Decision = Reject

Used when the opportunity is clearly not worth further action.

Park

Sets:

Evaluation Status = Parked
Decision = Park

Used when the opportunity may be useful later but is not ready now.

Request Research

Sets:

Evaluation Status = Research Needed
Decision = Request Research

Used when the opportunity needs deeper validation before moving forward.

Phase 2 does not need to fully automate Research Brain work yet.

It only needs to mark that research is needed.

Proceed To Measurement Planning

Sets:

Evaluation Status = Ready For Measurement Planning
Decision = Proceed To Measurement Planning

Used when the opportunity has enough basic evaluation strength to move toward Phase 3.

Phase 3 must not be built inside Phase 2.

This action only prepares the pathway.

Needs More Information

Sets:

Evaluation Status = In Review
Decision = Needs More Information

Used when the opportunity is not ready for a decision.

Required Behaviour

Decision actions must:

save reliably
update evaluation status
preserve all record data
remain linked to the original intake record
avoid triggering unapproved automation
avoid creating automatic MCR updates

4. Link To Phase 1 Opportunity Record

Required Behaviour

Phase 2 must preserve the relationship between:

Opportunity Intake Record → Offer Evaluation Record

At minimum, the evaluation record should store or reference:

opportunity_id
product_name
platform
vendor_name
intake_status
evaluation_status

If Supabase is used, use stable naming that can later support:

opportunity_id
evaluation_id
brain_request_id
task_id
event_id
result_id
feedback_id

The evaluation record must not become an isolated object.

5. Basic Research Request Preparation

Purpose

Some evaluated opportunities will need Research Brain review later.

Phase 2 must prepare for that without building full cross-Brain automation too early.

Required Behaviour

When Martyn selects Request Research, the system should:

mark Evaluation Status as Research Needed
preserve the decision reason
preserve review notes
keep the record visible in the queue
make it easy to find later

What Not To Do Yet

Do not build full Research Brain automation in Phase 2 unless separately approved.

Do not build:

automatic Research Brain task creation
full Brain Request routing
AI research automation
Research Brain dashboard
advanced evidence scoring

For Phase 2, Research Needed is enough.

System Behaviour Requirements

The Phase 2 system must:

open evaluation records reliably
save evaluation fields correctly
preserve the link to the intake record
update evaluation status reliably
display evaluation records in the queue
support multiple evaluation records
allow basic decision actions
avoid confusing screens
avoid unnecessary complexity
avoid later-phase features

This system should feel like a practical review tool.

User Flow

Step 1

Martyn opens the Offer Intelligence Queue.

Step 2

Martyn selects an opportunity that came from Phase 1 intake.

Step 3

Martyn opens or creates an evaluation record.

Step 4

Martyn fills in basic evaluation fields.

Step 5

Martyn chooses one decision:

Reject
Park
Request Research
Proceed To Measurement Planning
Needs More Information

Step 6

The evaluation status updates.

Step 7

The record remains linked to the original intake record.

Completion Criteria

Phase 2 is complete when:

Phase 1 intake records can be linked to evaluation records
evaluation records can be created
evaluation records can be saved
evaluation records appear in the evaluation queue
evaluation records can be reopened
basic evaluation fields persist after reload
evaluation decisions can be made
evaluation status updates correctly
rejected records remain visible or retrievable
parked records remain visible or retrievable
research-needed records remain visible or retrievable
ready-for-measurement records remain visible or retrievable
no Phase 3, Phase 4, Finance, dashboard, automation, AI, or direct MCR update features were added
safe save point is provided

Testing Requirements

M must verify:

Phase 1 intake records are available for evaluation
evaluation record creation works
evaluation record save works
evaluation record reopen works
evaluation queue displays records
evaluation status updates work
decision actions persist correctly
multiple evaluation records behave correctly
evaluation record remains linked to intake record
data persists after reload
no later-phase features were added
no direct MCR update pathway exists

Testing should be manual and simple.

Do not build a full testing framework for Phase 2.

What Not To Build

Do not include:

Measurement Planning UI
Forecasting systems
Testing workflows
Finance logic
Dashboards
Automation
AI integrations
Advanced scoring
Full Research Brain automation
Full Brain Request routing
HeadOffice dashboard reporting
MCR update automation
Sync from Brain site back to MCR
Duplicate registries inside mwmsbrain.site

These are later phases.

Phase 2 must stay narrow.

Build Constraints

M must:

keep UI simple
avoid unnecessary features
minimize clicks
prioritize clarity
avoid premature structure complexity
avoid overengineering
maintain future expandability
preserve MCR authority
avoid hidden canon logic in code
keep evaluation linked to intake
create a stable second surface before adding future features

Future Compatibility Rule

Even though Phase 2 is simple, the system must allow future expansion.

The system should later be able to connect to:

Measurement Planning
Forecasting
Research Brain tasks
Experimentation Brain handoff
Finance Brain review
Brain Requests
task records
event records
result records
feedback records
HeadOffice visibility
dashboards

This does not mean building those features now.

It means avoiding hard-coded limitations that would block them later.

Supabase Future Lineage Rule

If Supabase is used in Phase 2, the structure must not block future lineage.

Phase 2 records should be able to later connect to:

opportunity_id
evaluation_id
offer_id
brain_request_id
task_id
event_id
result_id
feedback_id

Phase 2 does not need to fully implement these relationships.

But it must not be built in a way that prevents them later.

Tasks remain subordinate to future Brain Requests.

Event Logging Preparation

Where practical, Phase 2 should prepare for simple event logging.

Useful future events include:

evaluation_created
evaluation_updated
evaluation_status_changed
evaluation_rejected
evaluation_parked
research_needed
ready_for_measurement_planning

If event logging is not wired yet, M should note:

Event logging not yet wired

Do not fake logs.

Do not silently create unusable event records.

Brain Request Preparation

Phase 2 does not require full Brain Request automation.

However, the system should be designed so:

Request Research can later create a Research Brain Request
Proceed To Measurement Planning can later create a Data Brain / Experimentation Brain request
HeadOffice Review can later create a HeadOffice review request

For Phase 2:

Request Research may only set status to Research Needed.
Proceed To Measurement Planning may only set status to Ready For Measurement Planning.
Full cross-Brain routing comes later.

Do not build Phase 3 or full routing inside Phase 2.

Safe Save Point Requirement

At the end of a meaningful Phase 2 development session, M must provide a safe save point.

The save point should include:

what was built
what works
what does not work yet
what files were touched
what database tables or fields were touched
whether Supabase was changed
whether event logging was changed
what was tested
what still needs testing
next recommended step
any missing MCR instruction or blocker

This protects continuity.

Blocker Reporting Rule

If M hits uncertainty, M should not guess.

M should report the blocker clearly.

A blocker report should include:

what M was trying to build
what is unclear
what decision is needed
whether it affects UI
whether it affects Supabase
whether it affects MCR
whether it affects future phases
suggested safe temporary option if one exists

HeadOffice or Martyn then decides.

Dependencies

This build pack is governed by:

MWMS Opportunity System Implementation Control Brief
MWMS Opportunity System Implementation Brief For M
MWMS Opportunity System Build Order
MWMS Opportunity System Operating Protocol
MWMS Opportunity Intake Phase One Acceptance Checklist
MWMS Opportunity Intake Phase One Developer Build Pack
MWMS MCR To Brain Copy Rule
MWMS MCR Brain Wiring Map
MWMS Brain Connector Architecture
MWMS Brain To Brain Request Protocol
MWMS Standard Cross Brain Flow
MWMS Supabase Task Schema Standard
MWMS Plugin Build Instruction Standard

This build pack is derived from:

Affiliate Brain Offer Intelligence
Affiliate Brain Offer Intelligence Screen Specification
Affiliate Brain Evaluation Field Schema
Affiliate Brain Opportunity Intake Workflow
Affiliate Brain Offer Intelligence Page Template

Controlled Loss Alignment

This phase supports the MWMS Controlled Loss Principle by:

preventing weak opportunities from moving too quickly into testing
improving early-stage filtering
reducing wasted research
reducing wasted test spend
creating structured evaluation before measurement and forecasting
allowing poor-fit offers to be rejected or parked early

Governance Role

This document ensures:

Phase 2 build is executed correctly
development remains focused
evaluation happens before measurement and testing
system integrity is maintained
unnecessary complexity is avoided
future phases can be layered cleanly
MCR remains Source of Truth
M’s build lane stays clear
mwmsbrain.site becomes more practically useful
HeadOffice can later observe evaluation movement

Relationship To Other MWMS Pages

This protocol operates alongside:

MWMS Opportunity System Implementation Control Brief
MWMS Opportunity System Implementation Brief For M
MWMS Opportunity System Build Order
MWMS Opportunity System Operating Protocol
MWMS Opportunity Intake Phase One Developer Build Pack
MWMS Opportunity Intake Phase One Acceptance Checklist
MWMS MCR To Brain Copy Rule
MWMS MCR Brain Wiring Map
MWMS Brain Connector Architecture
MWMS Brain To Brain Request Protocol
MWMS Standard Cross Brain Flow
Affiliate Brain Offer Intelligence
Affiliate Brain Offer Intelligence Screen Specification
Affiliate Brain Evaluation Field Schema
Affiliate Brain Opportunity Intake Workflow
Affiliate Brain Offer Intelligence Page Template

Drift Protection

The system must prevent:

building Phase 3 early
adding unnecessary features
deviating from Phase 2 scope
incomplete evaluation implementation
early introduction of measurement or testing logic
hidden canon logic in code
MCR direct updates from Brain site
uncontrolled cross-Brain automation
disconnected evaluation records
fake event logs
future lineage dead ends
evaluation records disconnected from intake records

Architectural Intent

This build pack ensures MWMS moves from:

capturing opportunities

to:

evaluating opportunities

without jumping too early into testing, Finance, dashboards, or automation.

It provides:

real evaluation workflow
basic viability review
structured decision state
clean link back to intake
future expansion path

before expansion into measurement and forecasting.

The architectural intent is:

Evaluate before measuring. Measure before testing. Test before scaling.

Final Rule

Phase 2 is only the Affiliate Brain Offer Evaluation System.

Build:

Offer Intelligence Queue
Offer Intelligence Record Screen
Evaluation Decision Panel
Link to Phase 1 opportunity record
Basic Research Needed marker

Do not build:

measurement
forecasting
testing
finance
dashboards
automation
AI
full cross-Brain routing
MCR update automation

Keep it simple, stable, linked, and expandable.

Change Log

v1.0 — 2026-05-11

Initial creation of MWMS Opportunity System Phase Two Developer Build Pack.

Created to define the controlled Phase 2 build after Phase 1 intake acceptance.

Defines:

Offer Intelligence Queue
Offer Intelligence Record Screen
Evaluation Decision Panel
link to Phase 1 intake record
Research Needed marker
Phase 2 completion criteria
Phase 2 testing requirements
what not to build yet
Supabase future lineage rule
Brain Request preparation rule
safe save point requirement
blocker reporting rule
no direct Brain site to MCR update rule

Change Impact Declaration

Pages Created:
MWMS Opportunity System Phase Two Developer Build Pack

Pages Updated:
None

Pages Deprecated:
None

Registries Requiring Update:
Recommended: HeadOffice Page Registry

Canon Version Update Required:
No

Monthly Change Log Entry Required:
Recommended, because this creates a new developer build pack for Phase 2 of the MWMS Opportunity System.