Outstanding Documents

A broker (or anyone collecting supporting docs — insurance, legal, accounting) loses deals to the two payslips that never arrived. This is the document-level check-up: for each client, what did we ask for, what's in, and what's still missing — so the chase names the exact document, not "your form's incomplete".

How this differs from /form-radar: form-radar tracks the form's submission status (sent → opened → completed). This tracks the documents themselves — the individual file-upload requests inside those forms plus what's been uploaded to the record — so a "completed" form can still have a missing document, and a client with no form can still owe docs.

Step 1 — Scope it

One opportunity (ask which) or all active opportunities. For "all", keep it to opportunities in stages where documents are being collected — don't scan won/lost.

Step 2 — Work out requested vs received, per client

For each opportunity:

Requested — the documents we asked this client for:

• The file-upload fields on the forms we sent them. list_form_submissions(?deal_id=) to find their forms, then get_form_submission(submission_id) to read each field; a file-upload field with no file is a document still outstanding. Confirm the field shape with describe_resource("form") if unsure how an empty file field reads.
• Plus any document checklist the operator keeps on the record (a notepad, a custom field). If no requirement is recorded anywhere, say so for that client rather than guessing what they "should" have sent.

Received — what's actually arrived:

• list_opportunity_files(deal_id) — uploaded documents and files on the record (portal uploads land here).
• File-upload fields that now hold a file.

Match received against requested by what the document is (payslip, ID, rates notice), not by exact filename.

Step 3 — Present, chase-first

Per client, a tight checklist; clients with the most-overdue missing docs at the top:

📄 Outstanding documents — 4 clients still owe you something

🔴 Smith refinance — asked 6d ago
   ✓ Driver licence   ✓ Rates notice
   ✗ Payslip (2 of 2)   ✗ Bank statements
   → chase: draft a reminder / resend the form

🟠 Nguyen purchase — asked 3d ago
   ✓ Application form
   ✗ Deposit evidence
   → chase

✅ Fully supplied this week: 3 (no action)

Step 4 — Offer the chase (with approval)

One client at a time, with a yes:

• Draft a reminder naming the exact missing docs → hand to /draft-reply ("just chasing your last 2 payslips and bank statements to keep things moving").
• Resend the form if the request went via a form → resend_form_submission(submission_id).
• For "remind clients automatically when a doc is still missing after N days", hand to /automate-this.

Hard rules

• ❌ Never auto-send a chase — offer, get a yes, one client at a time.
• ❌ Don't guess a document is required when no requirement is recorded — say "no checklist on this one" and move on.
• ❌ Don't list clients who've supplied everything — count them, don't chase them.
• ❌ Don't confuse this with form completion — a completed form can still have a missing document.
• ✅ Name the exact missing documents in every chase, never "your form's incomplete".

Output shape

A per-client ✓ received / ✗ missing checklist, ordered most-overdue first, then the count of fully-supplied clients, and the single most valuable chase to make first.