Summary

Sam confirmed we are aligned: no deleted SMS Magic records, and the preferred direction is a hybrid of A and C. That means finish or stage the RingCentral replacement surface while planning a reversible SMS Magic staff-facing retirement.

What Was Accomplished

• Updated admin/handoffs/HANDOFF-ringcentral-matter-tab-important-details-2026-05-01.md with a dated Sam decision section.
• Added explicit no-delete guardrails: do not delete smagicinteract__smsMagic__c records, do not uninstall SMS Magic, and do not disable SMS automation until current writers are traced and RingCentral replacement logging is verified.
• Added RingCentral V2 direction: keep the iframe as the action surface and add a Salesforce-rendered conversation/chat-bubble timeline for RingCentral/RingSense activity plus read-only legacy SMS Magic history.
• Added SMS Magic staff-facing retirement phases: inventory, rollback capture, RingCentral V2 QA, hide staff-facing SMS Magic surfaces, preserve historical report/query access.
• Created admin/handoffs/HANDOFF-sms-magic-retirement-ringcentral-v2-2026-05-12.md as the focused execution handoff.
• Added the same QA choice set to admin/_qa-queue/2026-05-12.md.

Important Constraints

No live Salesforce metadata was deployed in this session. No records were edited or deleted. The local admin/handoffs/ path is ignored by .git/info/exclude, so the files will not appear in git status, but they exist locally and are referenced here for handoff continuity.

Suggested Next Steps

A next agent can start with live metadata inventory and rollback capture before changing SMS Magic visibility. After that, finish the RingCentral V2 panel and chat-bubble timeline, test as a normal case manager user, and only then hide staff-facing SMS Magic conversation/send surfaces. Historical SMS Magic reporting should remain available until replacement reporting is confirmed.

Reason Session Ended

The user clarified the decision preference. The appropriate action was to capture that decision in the active handoff and a focused execution handoff, not to deploy production Salesforce changes yet.

Pickup Prompt

Continue from admin/handoffs/HANDOFF-sms-magic-retirement-ringcentral-v2-2026-05-12.md and admin/handoffs/HANDOFF-ringcentral-matter-tab-important-details-2026-05-01.md. Sam chose hybrid A plus C: build or finish RingCentral V2 and stage reversible SMS Magic staff-facing retirement. Do not delete SMS Magic records. Start with live metadata inventory and rollback capture, then finish the Matter/Intake RingCentral panel with Important Details, RingCentral iframe actions, and a Salesforce-rendered chat-bubble timeline. Hide SMS Magic staff-facing access only after RingCentral replacement QA passes.

QA State

QA open. Recommended option is to proceed next with live metadata inventory and rollback capture.