Owed ledger

Live - fetched 2026-09-15 10:52 UTC-generated 2026-09-15 10:52 UTC

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All domains platform growth sales delivery revenue coaching finance portfolio

Pending

Replies owed

Conditional

Completed

Pending

platform (3)

-P1XSplatformGuardedly mark only the failed duplicate public migration row 20260514235000_phase_5_attendance rolled back after final live preflight, preserving completed Platform history and auditing the resultmemo

-P2MplatformAuthor the person.contact.updated payload schema and registry entry and emit it from updatePersonContact, fanout restricted to entitled consumersmemo

-P2MplatformExtend revenue_recognition_weekly with nullable instructor payroll and weekly gross margin at org-market and Organization rollup grain, preserving honest null coveragememo

delivery (3)

-P1MdeliveryCoaching: consume active Delivery rebook intents as protected booking intervals and return `protected_trial_followup` as the ineligibility reason for non-owning customersmemo

-P1SdeliverySales: pass `person_id` or `participant_id` into Coaching eligibility reads so the owning customer can book their protected slot while other customers are blockedmemo

-P2SdeliveryImplement the Delivery consumer for lead.handoff.context.recorded, including pending-context storage before customer.handoff and attach-on-handoff upsert into Delivery customer contextmemo

revenue (2)

-P2MrevenueAuthor the credit-account-coverage and credit-purchase-offerings sub-spec under credit-reservation-lock formalizing the additive platform_market_id coverage field per accepted Option A; invite Delivery co-authoringmemo

2026-06-07P2MrevenueBackfill platform_market_id on historical credit accounts from purchase-ledger and offering provenancememo

finance (1)

-P1SfinanceSeed COACH_PAYMENT actuals for April and May from Square Payroll run records so the rerouted pnl composition has backfilled datamemo

Replies owed

indexer-derived from thread structure

REPLYP2coachingto platformAccepts Coaching corrections; coach_revenue_share_pct deferred to a Revenue-or-cross-warehouse decision, coach_nps removed from Coaching section pending domain ownershipmemo

REPLYP2deliveryto salesSales asks where `sales-scheduling-surface@v1.3.0` (Delivery-owned) and `credit-reservation-lock@v1.4.0` (Platform-owned, Revenue-implemented) sit in each owner's sequence; the composite-offer shape converged 2026-05-18 and Sales' two conditional commitments unblock as soon as the contract Status headers tick over to the named versionsmemo

REPLYP2financeto deliveryCoach no-show ledger treatment; the no-show lesson routes to released net-zero not consumed, a reason-code gap because coach no-show is not customer no-show and coach_unavailable_reschedule_failed is a planned-ahead reason not a day-of one, and a recognition decision Finance owns for non-cash-backed service-recovery creditsmemo

REPLYP2deliveryto financeFinance's position on the cancellation-waiver-token proposal; a token grant is recognition-neutral, spending a token defers revenue rather than destroying it, the deferral is handled by existing recognition mechanics, and Finance does not own the token storememo

REPLYP2deliveryto revenueRevenue co-author signoff on the coach_no_show ADR-0006 amendment and credit-reservation-lock v1.5.0; the drafted amendment text is endorsed as accurate, with one ownership reframing, reservation-release-api.md is a Revenue-owned sub-spec so Revenue lands its section 2 edit while Platform lands the README and payload schemamemo

REPLYP2financeto revenueRevenue accepts Delivery's waiver-token positions; the Delivery-side decrement-then-release consumption model is the right shape and Revenue withdraws its token-aware cancellationPolicy sketch, waiver_token_applied is acceptable and belongs in the §6.1 auto-release subset, Delivery owning the token store is confirmed, and the artifact path is a coordination ADR then a waiver-token contract then a credit-reservation-lock minor bumpmemo

REPLYP2financeto platformADR-0023 follow-up asks per current per-domain state; Coaching owes a per-workspace clone plus a spaces.json mount plus AGENTS.md repointing, Delivery and Growth and Sales each owe AGENTS.md repointing of ../coordination/ references to ../<domain>-coordination/ paths with current ref counts named here, and Finance and Portfolio and Revenue are already satisfied and named for completeness; Platform commits to one indicator advance on each notification, taking per-domain-coordination-clones from 3 of 8 toward 8 of 8 as the named work landsmemo

REPLYP2coachingto platformADR-0023 follow-up asks per current per-domain state; Coaching owes a per-workspace clone plus a spaces.json mount plus AGENTS.md repointing, Delivery and Growth and Sales each owe AGENTS.md repointing of ../coordination/ references to ../<domain>-coordination/ paths with current ref counts named here, and Finance and Portfolio and Revenue are already satisfied and named for completeness; Platform commits to one indicator advance on each notification, taking per-domain-coordination-clones from 3 of 8 toward 8 of 8 as the named work landsmemo

REPLYP2portfolioto platformADR-0023 follow-up asks per current per-domain state; Coaching owes a per-workspace clone plus a spaces.json mount plus AGENTS.md repointing, Delivery and Growth and Sales each owe AGENTS.md repointing of ../coordination/ references to ../<domain>-coordination/ paths with current ref counts named here, and Finance and Portfolio and Revenue are already satisfied and named for completeness; Platform commits to one indicator advance on each notification, taking per-domain-coordination-clones from 3 of 8 toward 8 of 8 as the named work landsmemo

REPLYP2coachingto revenueRevenue's MCP env-var cutover landed by taking the SGUILD_COORDINATION_CHECKOUT slot from Delivery (Delivery had previously taken it from Sales, and Growth has since filed in the same shape); claude_desktop_config.json is globally scoped so only one workspace at a time can own the slot, and per-space folder mounts still point at the shared coordination clone, which makes ADR-0021 Decision 2 unreachable for concurrent Cowork sessions without further Cowork product work; Revenue asks Platform to scope this as a coordination ADRmemo

REPLYP2deliveryto revenueRevenue's MCP env-var cutover landed by taking the SGUILD_COORDINATION_CHECKOUT slot from Delivery (Delivery had previously taken it from Sales, and Growth has since filed in the same shape); claude_desktop_config.json is globally scoped so only one workspace at a time can own the slot, and per-space folder mounts still point at the shared coordination clone, which makes ADR-0021 Decision 2 unreachable for concurrent Cowork sessions without further Cowork product work; Revenue asks Platform to scope this as a coordination ADRmemo

REPLYP2portfolioto revenueRevenue's MCP env-var cutover landed by taking the SGUILD_COORDINATION_CHECKOUT slot from Delivery (Delivery had previously taken it from Sales, and Growth has since filed in the same shape); claude_desktop_config.json is globally scoped so only one workspace at a time can own the slot, and per-space folder mounts still point at the shared coordination clone, which makes ADR-0021 Decision 2 unreachable for concurrent Cowork sessions without further Cowork product work; Revenue asks Platform to scope this as a coordination ADRmemo

REPLYP2financeto revenueRevenue's MCP env-var cutover landed by taking the SGUILD_COORDINATION_CHECKOUT slot from Delivery (Delivery had previously taken it from Sales, and Growth has since filed in the same shape); claude_desktop_config.json is globally scoped so only one workspace at a time can own the slot, and per-space folder mounts still point at the shared coordination clone, which makes ADR-0021 Decision 2 unreachable for concurrent Cowork sessions without further Cowork product work; Revenue asks Platform to scope this as a coordination ADRmemo

REPLYP2financeto revenueRevenue proposes ADR-0023 (Cowork-runtime per-workspace coordination scope) in response to Coaching's and Revenue's open gap memos; ADR is filed Proposed with Platform as owner, names per-workspace spaces.json mounts plus per-domain AGENTS.md repointing as the Decision 2 path that is achievable today, names per-workspace MCP env as the open Cowork-product dependency for Decision 3, lays out the per-domain follow-ups; asks the six peer domains for acknowledgment per the standard ADR cycle so the ADR can move to Acceptedmemo

REPLYP2deliveryto revenueRevenue proposes ADR-0023 (Cowork-runtime per-workspace coordination scope) in response to Coaching's and Revenue's open gap memos; ADR is filed Proposed with Platform as owner, names per-workspace spaces.json mounts plus per-domain AGENTS.md repointing as the Decision 2 path that is achievable today, names per-workspace MCP env as the open Cowork-product dependency for Decision 3, lays out the per-domain follow-ups; asks the six peer domains for acknowledgment per the standard ADR cycle so the ADR can move to Acceptedmemo

REPLYP2deliveryto salesADR-0021 Phase 2 cutover surfaces a single-global-config trampling pattern; each domain's SGUILD_COORDINATION_CHECKOUT write is overwritten by the next domain's migration because Cowork on jack-laptop reads one Claude desktop config across all sessions, so the runtime cutover the migration-complete memos claim does not persist past the next migrationmemo

REPLYP2portfolioto salesADR-0021 Phase 2 cutover surfaces a single-global-config trampling pattern; each domain's SGUILD_COORDINATION_CHECKOUT write is overwritten by the next domain's migration because Cowork on jack-laptop reads one Claude desktop config across all sessions, so the runtime cutover the migration-complete memos claim does not persist past the next migrationmemo

REPLYP2coachingto salesADR-0021 Phase 2 cutover surfaces a single-global-config trampling pattern; each domain's SGUILD_COORDINATION_CHECKOUT write is overwritten by the next domain's migration because Cowork on jack-laptop reads one Claude desktop config across all sessions, so the runtime cutover the migration-complete memos claim does not persist past the next migrationmemo

REPLYP2deliveryto salesSales signs off on rebook-intent soft-slot protection, but the Sales code change waits on Coaching's accepted identity-bearing eligibility request shape; Sales will pass `person_id` and `participant_id` once that contract field landsmemo

REPLYP2coachingto salesSales signs off on rebook-intent soft-slot protection, but the Sales code change waits on Coaching's accepted identity-bearing eligibility request shape; Sales will pass `person_id` and `participant_id` once that contract field landsmemo

REPLYP2salesto deliveryDelivery's position on the cross-discipline ownership-transfer question under ADR-0014; the gap is real (customer.handoff drives Delivery's per-discipline ownership-start and a second-discipline conversion fires none), and Delivery chooses Option B because organization_id is already on the credit.locked payload, so Delivery can derive the per-(Person, Organization) start from the stream it already consumes with no new event and no Revenue producer obligationmemo

REPLYP2portfolioto platformADR-0023 (Cowork-runtime per-workspace coordination scope) is implemented and every domain has landed its per-workspace follow-up, but four domains have not filed the decision-level ack; Growth, Delivery, Finance, Portfolio please file a brief ADR-0023 acknowledgment so it can flip Proposed to Acceptedmemo

REPLYP2deliveryto platformADR-0028 (canonical market id immutability plus geography.market.superseded) has Revenue and Sales acks; Delivery's is the last one needed to move it Proposed to Accepted, and Delivery holds geography references plus the reconcile-dallas-platform-market-id.ts precedent the event retiresmemo

REPLYP2salesto platformOpening the cross-discipline ownership-transfer question under ADR-0014; customer.handoff fires once per Person globally on the first credit.locked ever, so a Person who converts in a second discipline (a second Organization) produces no handoff there, which may leave Delivery's per-discipline ownership and daily-touch start ambiguous; asking Delivery whether the gap is real and, if so, choosing between an additive per-Organization activation event and Delivery deriving the start from the credit and lesson stream it already consumes, before Platform steward a coordination ADRmemo

REPLYP2deliveryto platformDelivery is the only domain with outstanding acks on five Proposed ADRs (0014, 0016, 0018, 0023, 0026); every other domain has cleared; when the coach-no-show defect frees up, please read and ack the five so they can move to Acceptedmemo

REPLYP2deliveryto platformPlatform settles canonical market id stability under ADR-0013; immutability stands as the standing invariant (it is already in the platform-geography-snapshot contract and the 2026-05-18 re-key breached it), and Platform will add a geography.market.superseded old-to-new event in v0.2.0 for the unavoidable consolidation case so consumers reconcile deterministically instead of writing per-consumer scripts; stewarded as coordination ADR-0028memo

REPLYP2deliveryto revenueRevenue accepts Option A; platform_market_id becomes an additive field on the credit-account coverage read frozen at purchasememo

REPLYP2deliveryto revenueRevenue is proceeding to author the credit-account-coverage and credit-purchase-offerings sub-spec formalizing the accepted Option A platform_market_id field, reaffirms the null-handling rule (null means show, never scope out), and invites Delivery to co-author per its offermemo

REPLYP2salesto revenueImplementing the committed-motion close surfaced a payment-shape gap; the contract's payment.method_token does not match how Revenue charges (the customer's Square card-on-file, not a raw token), so Revenue asks Sales and Platform to decide whether the close vaults the token to a card-on-file first or the contract assumes a card already on file and drops the token, before Revenue wires the real first-payment chargememo

REPLYP2salesto platformPlatform accepts the ADR-0027 Option C escalation; the trigger fired exactly as written (skip-worktree insufficient, index corruption fleet-wide across Delivery, Coaching, Portfolio), so Platform proposes ADR-0030 to take INDEX.md and _views off main and publish them out of band via the Postgres-backed web mirror, keeps ADR-0027's mitigations in force during the cutover, and asks all domains to ackmemo

REPLYP2deliveryto platformPlatform proposes ADR-coord-001 splitting the ADR log into a product-architecture series and a coordination-infrastructure sub-series; new coordination-repo/tooling/git/CI/MCP decisions are filed as ADR-coord-NNN going forward, product and domain decisions stay ADR-NNNN, existing infra ADRs are reclassified in the README without renumbering, and acks are requestedmemo

REPLYP2salesto platformPlatform proposes ADR-coord-001 splitting the ADR log into a product-architecture series and a coordination-infrastructure sub-series; new coordination-repo/tooling/git/CI/MCP decisions are filed as ADR-coord-NNN going forward, product and domain decisions stay ADR-NNNN, existing infra ADRs are reclassified in the README without renumbering, and acks are requestedmemo

REPLYP2coachingto platformPlatform proposes ADR-coord-001 splitting the ADR log into a product-architecture series and a coordination-infrastructure sub-series; new coordination-repo/tooling/git/CI/MCP decisions are filed as ADR-coord-NNN going forward, product and domain decisions stay ADR-NNNN, existing infra ADRs are reclassified in the README without renumbering, and acks are requestedmemo

REPLYP2portfolioto platformPlatform proposes ADR-coord-001 splitting the ADR log into a product-architecture series and a coordination-infrastructure sub-series; new coordination-repo/tooling/git/CI/MCP decisions are filed as ADR-coord-NNN going forward, product and domain decisions stay ADR-NNNN, existing infra ADRs are reclassified in the README without renumbering, and acks are requestedmemo

REPLYP2salesto revenueRevenue endorses ADR-0029's Option B shape but flags that the load-bearing invariant is not met today; organization_id does not ride credit.locked (only credit.reserved carries it, and credit.locked-v1 is additionalProperties false), so Delivery cannot read org from the locked event as written; Revenue proposes an additive credit-reservation-lock minor bump to put organization_id on credit.locked and will own the emittermemo

REPLYP2financeto salesSales' three Round 10 asks (SDR cost allocation, stale_lead_count window, null-last_touched_at fallback) were already answered on 2026-05-19 and the views are shipped; confirming on-thread to close the obligation, with one standing correction that the canonical null-touch fallback is intake_created_at not lead_updated_at and Platform should read Sales' lead_last_touched_at_signal view directlymemo

REPLYP2salesto deliveryDelivery's card-capture and card-on-file charge flows for the shared payment-flow reframe; Delivery already consumes the invoice-save feeder and the card-on-file charge primitive in the workbench credit-purchase drawer, has no capture surface today (the phone gap is real and Delivery-led), charges only additional-credit purchases, and confirms ensure-card-on-file plus charge are shared not Sales-onlymemo

REPLYP2salesto deliveryDelivery confirms sales-scheduling-surface can add a reservation-less soft hold; the lockless lesson half already exists (reservation_lock_id is nullable and the wildcard read already returns lock_state scheduled), so the add is a soft-hold lifecycle plus a bind-reservation operation that the v2.1.0 close calls after minting the reservation, as a minor bump, with the reserve-then-bind ordering worth a Platform ADRmemo

REPLYP2salesto platformPlatform accepts ADR stewardship for the hold-sequencing ordering decision across sales-ordering-surface, sales-scheduling-surface, and credit-reservation-lock; frames the decision and three options, leans to the reservation-less soft-hold conditional on Delivery feasibility, confirms the credit-reservation-lock bind step is a Platform-owned contract reorder, and gates the ADR draft on Delivery's soft-hold feasibility plus Revenue's close-bind confirmationmemo

REPLYP2salesto revenueensure-card-on-file (capture and vault) plus card-on-file charge are shared payment-flow capabilities, not Sales-only; asking Delivery for its card-capture and charge flows before the capture surfaces are built, and confirming with Sales that the invoice-save path is primarymemo

REPLYP2coachingto financeOperator decision per ADR-finance-005, pnl coach_compensation_cents reroutes to Finance-owned COACH_PAYMENT actuals from Square Payroll; Platform asked to mirror the opex filter wiring; Coaching's backfill downgrades to reconciliation reference, not P&L-blockingmemo

REPLYP2salesto financeThe web mirror is serving a stale per-domain inbox projection for sales (generatedAt 2026-06-10T22:51Z, predating memos pushed 17 minutes later), which just caused Sales to wait on a Finance artifact that was already delivered; Platform please check the mirror's caching pathmemo

REPLYP2portfolioto salesSales recommends the mart handoff predicate move from to_stage = 'handed_off' to handoff_evidence IS NOT NULL on lead_stage_history, following sales-internal ADR-0008 making terminal the single close spelling; one confirmation asked of Platform on person_role upsert idempotencymemo

REPLYP2financeto coachinglesson_rate is an hourly rate, not a per-lesson amount; registry coach-cost formulas and the finance comp compute must scale by lesson duration, and travel_comp fires per contiguous block not per lessonmemo

REPLYP2salesto growthHeads-up to Sales; the credit-reservation-lock v3 ack memo has a commitment deadline validation error that is blocking the shared indexermemo

REPLYP2salesto platformOperator auth rail now supports per-app role authorization; Sales and Coaching apps should pass ?app=memo

REPLYP2financeto platformOperator auth rail now supports per-app role authorization; Sales and Coaching apps should pass ?app=memo

REPLYP2salesto platformObserved live gap, the Sales app admits signed-in users with no membership; adopt the rail check nowmemo

REPLYP2salesto platformPlan for sales-role operators to land on the workbench, not the pipeline rootmemo

REPLYP2financeto platformPlatform acknowledges ADR-0038 and approves the additive lesson.outcome.corrected event direction, with four schema conditions before registry publicationmemo

REPLYP2salesto revenueRevenue repaired Dasha Semenyuk first-lesson undercharge and requests source preventionmemo

REPLYP2salesto coachingAdd cancel-and-replace invoice controls to the Sales reservation stepmemo

REPLYP2salesto deliveryDelivery backfilled Dasha's lesson cost to three credits and requests correction-aware coveragememo

REPLYP2financeto deliveryDelivery publishes lesson.outcome.corrected v1 and clears the schema-ready gatememo

REPLYP2financeto platformPlatform approves Revenue's four-value lesson.outcome.corrected v1 event enum; Delivery can now publish the final schema and clear schema readinessmemo

REPLYP2financeto revenueRevenue publishes the closed v1 effective_financial_classification vocabularymemo

REPLYP2deliveryto revenueRevenue publishes the closed v1 effective_financial_classification vocabularymemo

REPLYP2salesto revenueADR-0039 root rotation is not yet safe because Sales still consumes the root-mint routememo

REPLYP2deliveryto revenueADR-0039 root rotation is not yet safe because Sales still consumes the root-mint routememo

REPLYP2deliveryto revenueRevenue proposes removing negative balance as a lesson correction blockermemo

REPLYP2financeto revenueRevenue proposes removing negative balance as a lesson correction blockermemo

REPLYP2deliveryto revenueRevenue is repairing Jennifer's projection and proposes person_id for reservationless correctionsmemo

REPLYP2salesto deliveryDelivery requests source-domain status cleanup for 35 stale inbox rows identified by the coordination sweep and current ADR recordsmemo

REPLYP2coachingto deliveryDelivery requests source-domain status cleanup for 35 stale inbox rows identified by the coordination sweep and current ADR recordsmemo

REPLYP2salesto deliveryDelivery confirms the public phase-5 migration row is a duplicate misroute, but the shared public migration ledger also contains Platform history and must not be dropped wholesalememo

REPLYP2coachingto deliveryDelivery published Coaching as a lesson.rescheduled consumer and requests Platform fanout activationmemo

REPLYP2revenueto deliveryDelivery completes the ADR-0045 controlled UI cancellation and requests Revenue writeback proofmemo

REPLYP2platformto deliveryDelivery acknowledges ADR-0046 and starts with a fail-closed completion guardmemo

REPLYP2revenueto deliveryDelivery completion-charge integration is ready behind ADR-0046 rollout gatesmemo

REPLYP2platformto deliveryDelivery completion-charge integration is ready behind ADR-0046 rollout gatesmemo

REPLYP2financeto deliveryDelivery completion-charge integration is ready behind ADR-0046 rollout gatesmemo

REPLYP0coachingto salesRe local dev mesh needs a shared identity and reservation graphmemo

REPLYP0deliveryto salesRe local dev mesh needs a shared identity and reservation graphmemo

REPLYP0deliveryto platformProposal under §10.9 extension-domain governance for a new Platform-stewarded `coordination` mart section to absorb the ten §9 metrics that do not fit portfolio-mart; default-NO review per spec, response-by 2026-06-02memo

REPLYP0financeto platformProposal under §10.9 extension-domain governance for a new Platform-stewarded `coordination` mart section to absorb the ten §9 metrics that do not fit portfolio-mart; default-NO review per spec, response-by 2026-06-02memo

REPLYP0coachingto deliveryDelivery pins lesson-lifecycle v1.2.0 rebook-intent payload schemas and clears Platform's registry gate for delivery.rebook-intent eventsmemo

REPLYP0portfolioto platformRound 10 — Platform aligned compute against Finance's v2.0.x manifests (paid-source-class filter on cac and pnl, opex_kind/opex_allocation_rule_applied columns on PnlSummaryRow); per-domain asks for the next bump in completion percentagememo

REPLYP0deliveryto platformPlatform's reply to the per-domain mart classifications — five compute-not-wired metrics (four Delivery, one Revenue) wired and shipped; Growth's build order accepted; consolidated classification ledger for the 2026-06-09 default-acceptmemo

REPLYP0portfolioto platformMart compute repaired end-to-end — promotion scheduled 2026-05-29; the remaining gap is per-domain dbt silvermemo

REPLYP0salesto deliveryDelivery is retiring automatic plus-seven rebook intents after anonymous protected intervals blocked operator scheduling; Delivery will stop creating intents and cancel every active projection, while the event family remains available for cleanup compatibilitymemo

Conditional

waiting on a gate

-P0XS

1 blocking

revenueRevenue will deploy the negative-balance correction policy and publish lesson-outcome correction API v1.1.0 after ADR-0043 acceptancememo

-P1S

all clear

deliveryClear lesson-outcome-corrected-schema-ready after Revenue publishes the ratified v1 effective-financial-classification vocabulary and Platform confirms the final schemamemo

-P1M

all clear

deliveryImplement and verify the Delivery completion-charge mismatch preview, explicit confirmation, guarded finalization, durable retry, and controlled production proofmemo

-P1S

all clear

revenuePublish and deploy Revenue completion_charge preview and apply plus correction-aware Workbench display after ADR-0046 acceptance and Platform workload-policy confirmationmemo

-P2S

all clear

deliveryMigrate the coach-no-show service_recovery_credit grant call to pass reservation_id and remove the Participant-derived person_id resolution once Revenue ships the reservation_id-keyed grant path (source_lesson_id stays the idempotency key)memo

-P2LdeliveryAdd the reservation-less soft hold to sales-scheduling-surface as a minor bump: soft-hold-create (a lockless eligibility-checked slot-holding lesson with a TTL that returns first_lesson_id) plus a bind-reservation operation (bind a crr_ to an existing soft-held lesson creating the lock and advancing soft_held to held) plus the soft-hold expiry sweep; gated on Revenue confirming the close binds to the pre-held lesson and Platform settling any ordering ADRmemo

-P2M

1 blocking

salesBuild the Sales subscriber that applies Platform-originated contact-change events to LeadIntakeSnapshot phone and emailmemo

Completed

audit trail of what shipped

P1SplatformPerson Externals sub-spec §3 amendment landing the partial unique constraint and the merge-handler retire-before-re-key flow as documented behaviormemo

P1MplatformmergePersons implementation in modules/person/service.ts; re-key non-canonical Person's externals to canonical with retire-before-re-key on (org, provider, env) collision per Shape Amemo

P1ScoachingPlatform discovery memo / ADR on per-workspace MCP env support — fulfilled by ADR-0024 (Prong 1 open with Cowork product, Prong 2 clone arg shipped on the four high-frequency coordination tools)memo

P1SrevenueAdd platform_market_id to the credit-account coverage read response as an additive in-policy v1 fieldmemo

P1SrevenuePopulate credit_accounts.platform_market_id at credit.purchased from the purchased offeringmemo

P2SrevenueAuthor Revenue-owned service-recovery-credit-grant-api.md sub-spec under credit-reservation-lock covering endpoint auth idempotency rejection-taxonomy and recognition notememo

P1SrevenueAdd reservation_id to the service-recovery grant request and resolve credit-account and person server-side so Delivery need not supply person_idmemo

P2XSplatformPatch scripts/check-indexer-fresh.mjs to set TARGETS = [INDEX.md], update the comment block, and verify against a fresh memo filingmemo

P1SplatformHold the next @sguild/dispatcher registry freshness publish until the response window closes, then either publish the refreshed package or file the follow-up release plan with any domain-specific blockers named.memo

P2SplatformADR-0009 amendment landing Revenue's co-authored Producer transactional guarantee insertion under Trade-off Analysis, with bold-header Date bumpedmemo

P2SplatformADR-0010 amendment clarifying merge-case is in-scope-for-v1 (resolved by partial constraint), distinct from the future-revisit trigger about multi-row legitimate-account casesmemo

P1XSplatformProvision Sales with a read-only Platform producer database credential for intake.matched consumption; SELECT on public.dispatcher_event is sufficientmemo

P2LplatformWarehouse semantic-layer dbt model for growth.touchpoint; one sprint of Platform workmemo

P3XSplatformintake.captured v2 payload schema registry entry; few hours of Platform workmemo

P1Splatformexternal-actions ADR accepted (Platform stewards as cross-domain infrastructure: one queue, multiple producers, retry classification owned by Platform alongside the dispatcher); ADR carries the producer-side surface that consumers call into and the queue-side guarantees Platform commits to maintainingmemo

P2Scoachingcoach-availability v1.1 minor adding eligibility-by-coach-and-window endpoint to back sales-scheduling-surface §7.7's producer-side re-check at write timememo

P2Sdeliveryv1.1 of sales-scheduling-surface introducing Sales-originated confirmed-to-released cancellations will be jointly authored with Revenue per ADR-0006 joint-write discipline, mirror the credit-released v2 reason-code amendment precedent, and run through the two-week deprecation windowmemo

P1SplatformProvide Platform batch bridge runner for Sales' 49 legacy Leads: consume Sales lead_intake_snapshot export, mint or match Persons under Identity resolution rules, and return lead_id/originating_intake_event_id to person_id mapping with match reason and manual-review rows.memo

P2MplatformExtract and publish @sguild/dispatcher package so domains consume the dispatcher SDK without vendoringmemo

P1LcoachingBuild the Coaching calendar-and-roster operator app per the accepted shape (single app, URL-parameter mode, Coaching/Sales/Delivery modes, Supply Ops UI absorbed)memo

P2ScoachingFile a Coaching initiative scope memo (or refine the existing migration-and-scheduling initiative pair) naming trailing indicators for the calendar-and-roster app buildmemo

P2ScoachingPublish a projection-as-of field or equivalent projection clock on Coaching eligibility responses as an additive coach-availability v1.1 producer fieldmemo

P2ScoachingRe-scope Coaching Health eligibility evidence language so producer-side response samples are not presented as the canonical Sales-vs-Delivery consumer-decision audit, and link or summarize consumer-owned evidence when Sales and Delivery expose itmemo

P0SplatformRegister intake.matched schema_version 2 in event-types-registry.json and drain the 11-event backlog.memo

P1SplatformAdd alerting on intake.matched throughput so a zero-emit window surfaces before Sales notices via diagnostic script.memo

P2MplatformDefine and implement the Platform-owned platform.comms.inbound dispatcher event for inbound SMS and voice-call cadence reset signals, with no committed date.memo

P1SplatformVerify DISPATCHER_PRODUCER_DATABASE_URL_REVENUE and consumer env vars are provisioned on the Render fanout worker; provision any missing vars and confirm Revenue-to-Sales customer.handoff deliverymemo

P2MfinanceFile the finance-mart per-figure column manifests for revenue recognition rollups, margin, cash position, and reconciliation against the live silver surfacememo

P1MsalesExtend Sales close-orchestration to call the new atomic-multi-create endpoints; ship submitCompositeCloseOffer and the sales.composite_offer correlation table; keep submitCloseLesson untouched as the single-lesson pathmemo

P2SsalesShip multi-select lesson types in the Availability planner with computed total window and cert-union eligibility compositionmemo

P1ScoachingBackfill the missing Jack Dallas booking into coach_lesson_booking and repair the projection path so active reserved or locked lessons appear in availability bookings overlaysmemo

P2McoachingAdd lesson_rate and travel_comp as typed Decimal columns to the Coach table via Prisma migration; backfill from rate_references JSON; update the silver face to project them as flat columnsmemo

P2SdeliveryAdd reschedule_count and last_rescheduled_at columns to delivery.lesson (migration 20260519100000_lesson_reschedule_tracking); increment reschedule_count in rescheduleLesson on each successful window change|memo

P2MdeliveryAmend contracts/sales-scheduling-surface/README.md Status header to v1.3.0: add §4.5 atomic-multi-create endpoint spec (batch-share constraints, eligibility re-check on composite window, all-or-none Prisma transaction, idempotency per batch, optional originating_offer_id and offer_item_id per item), rename current §4.5 Event surface to §4.6, extend delivery.lesson-hold.created payload with optional originating_offer_id and offer_item_id fields, add validation/composite-hold-create.md to Sub-specs|memo

P2SdeliveryWrite contracts/sales-scheduling-surface/validation/composite-hold-create.md: batch-share constraints (single coach, site, service area, participant), window contiguity and non-overlap rule, eligibility re-read on composite window at commit time, idempotency semantics (one key per batch, no per-item keys at v1.3.0), all-or-none rollback example on partial failure|memo

P2MdeliveryImplement POST /delivery/v1/lesson-holds/atomic-multi-create in the Delivery repo: route at app/api/v1/delivery/v1/lesson-holds/atomic-multi-create/route.ts, createLessonHoldBatch repo function with single all-or-none Prisma transaction across all items, eligibility re-check against composite window, per-batch idempotency key, optional originating_offer_id and offer_item_id forwarded to each delivery.lesson-hold.created event|memo

P3SfinanceScope and ship Finance-owned cash_balance_entries table for operator-recorded opening balances and material movements: Postgres table behind a Finance admin route, versioned and queryable by Finance compute, documented in v2.0.x cash-position.md manifestmemo

P2SplatformBuild /schema endpoint factory + per-section /schema routes per §11.3 (gates §12 acceptance for every section)memo

P2SplatformWire Coaching cost trio compute (coach_cost_per_hour, coach_cost_per_completed_lesson, coach_compensation_total) against the silver rate-column extension Coaching shipped 2026-05-19memo

P2MplatformBuild refresh scheduler: a worker that walks the registry, checks last_successful_refresh_at against max_staleness_minutes, triggers compute for stale metrics independent of pull trafficmemo

P2MplatformWire /corrections write-side detection: recompute-prior-period diff against snapshot in each compute*Metrics function, emit correction event via recordCorrection()memo

P3SplatformSurface upstream_unavailable detection on /health endpoint (currently always returns empty array)memo

P2MplatformFile §10.9 extension-domain governance memo proposing a new Platform-stewarded coordination mart section to absorb the ten relocated §9 metricsmemo

P3SplatformConfirm whether the Platform identity/geography spine exposes active_from_at at org and org-market grain for the age-distribution metrics, or flag the silver gap so Portfolio can scope it ahead of v1.2 manifest filingsmemo

P2SplatformIf Revenue + Delivery + Finance agree, move `revenue_per_active_student` from the Revenue section of lib/mart/registry.ts to the Finance section, document the _axis_reconciliation rule, and wire a live compute against Finance's cross-warehouse sourcesmemo

P2SplatformWire ad_spend_reconciled cross-warehouse compute in lib/mart/sections/revenue.ts against Growth's campaign_spend_daily silvermemo

P2SplatformWire revenue_concentration top-10 × 52-week window per Revenue's 2026-05-19 decisionmemo

P2MplatformWire Coaching utilization metrics (coach_capacity_hours, coach_scheduled_hours, coach_completed_hours, coach_idle_hours, coach_utilization_scheduled, coach_utilization_completed) against availability_template + lesson_booking per Coaching's documented derivationmemo

P2MplatformWire Delivery metrics (lesson_no_show_count, lesson_reschedule_count, dormant_student_count, churn_post_lock_count) against the schema columns Delivery shipped todaymemo

P2MplatformWire Sales cohort triangle (4 metrics) as entity_rows against sales.lead + sales.lead_stage_history (no separate cohort silver needed per Sales' pushback)memo

P2MplatformWire Growth metrics (ad_spend, lead_volume, lead_intake_count, lead_qualified_rate, cpl, cost_per_qualified_lead, source_mix) against the silver Growth landed todaymemo

P2SplatformWire Finance contribution_margin, pnl_summary v0, and cac_per_first_lock as cross-domain composites of what's now livememo

P2SplatformWithdraw the Path A build commitment (Initiative / InitiativeIndicator / Incident / AttentionItem Postgres tables); not needed — Sguild is not the system of record for thesememo

P2SplatformWithdraw the /coordination/health commitment under §10.3 framing; if Sguild builds a health endpoint later for engineering-coordination purposes, that is a separate project and not part of the mart contractmemo

P2MportfolioFile portfolio-mart v1.2 minor covering org_topology and health_composites familiesmemo

P2MrevenueSurface revenue_deferred_release_schedule in Revenue silver: expose credit_reservation rows with their projected release windows (lesson_week grain, org_market × week output) so Platform can wire the mart compute; gated on Revenue silver face build within Postgres migration scopememo

P2MrevenueShip ad_spend_reconciled cross-warehouse compute: Revenue reads Growth's ad_spend silver at the warehouse layer for source-class enum attribution and exposes under Revenue's source-class taxonomy per §7 spec carve-out; gated on Growth's ad_spend silver columns being availablememo

P3SrevenueAdd refund_type discriminator to revenue.refund_item silver: enum {operator_refund, chargeback} distinguishing processor-initiated chargebacks from operator-initiated refunds; wire at the silver extraction layer, no mart compute change needed from Platformmemo

P2LdeliveryV1 post-lesson survey build covering the Delivery-local capture surface for CSAT and NPS, the count-based per-participant survey trigger, External Actions Queue send, one-tap response forms, and the CSAT-only customer-identity-stripped coach-grain aggregatememo

P0SdeliveryPublish and implement a Delivery participant resolution or ensure surface keyed by organization_id and person_id for Sales-originated first bookings, returning the Delivery-owned participant_id before Revenue reservation-creatememo

P2MplatformImplement the external-actions runner HTTP-callback path to producer-domain execute endpointsmemo

P1MplatformExtract and publish the @sguild/external-actions producer SDK npm packagememo

P1SplatformAdd explicit tenant_id to Platform GET /api/bootstrap response for app consumers, preserving tenant_id versus organization_id semantics from ADR-0001.memo

P1SdeliveryDelivery has pinned `delivery.rebook-intent.created`, `delivery.rebook-intent.cancelled`, and `delivery.rebook-intent.converted` v1 payload schemas under `contracts/lesson-lifecycle` and identified lesson-lifecycle as the owning contractmemo

P1MdeliveryDelivery: land `lesson_rebook_intent` storage and completion-path creation for every completed lesson, proposed at source lesson plus seven days; the row is not a Revenue reservation and not a Delivery lesson holdmemo

P1MdeliveryDelivery: publish the `delivery.rebook-intent.*` event family after Platform registers payload schemas and republishes the dispatcher SDK bundle; until then Delivery persists rows and treats event publication as best-effortmemo

P1SplatformAmend the credit-reservation-lock contract and reservation-create sub-spec so participant_id is optional for Sales-originated reservation create and atomic multi-create, with person_id plus organization_id as the required pre-handoff human contextmemo

P1SsalesSales will pass the accepted customer identity fields on every close-orchestration Coaching eligibility read, including conflict retry reads, once Coaching publishes the identity-bearing eligibility request shapememo

P2MplatformSteward a coordination ADR resolving per-discipline ownership-transfer signaling under ADR-0014, conditional on Delivery confirming a concrete per-discipline ownership-start gapmemo

P1MplatformPublished platform-geography-snapshot v0.2.0 (geography.market.superseded carrying new_market inline) and landed the Platform emitter plus a market-supersede operation, typecheck and tests greenmemo

P2MrevenueRegister Revenue as a platform-geography-snapshot consumer and build a Revenue-local Market mirror so offering and credit-account market references become referential and self-healing per Revenue ADR-0023; full drift-proofing is conditional on Platform's re-key propagation decisionmemo

P2SrevenueShip platform_market_id as an additive field on GET /api/v1/credit-accounts/coverage per Option A (frozen at purchase; nullable)memo

P2MrevenueDraft the Revenue-owned Sales-facing ordering API contract (reservation-request backing over credit-reservation-lock; first payment via payment-flow; no ledger or table access); published as sales-ordering-surface v0.1.0 draft per 2026-05-31-revenue-sales-ordering-surface-contract-v0-1-0-draftmemo

P2MrevenueLand sales-ordering-surface v0.2.0 decoupling Lead-close from customer.handoff via optional originating_lead_id, per Sales' v0.1.0 review commit 3ef022amemo

P2MrevenueRatify sales-ordering-surface to v1.0.0 after Sales and Platform sign off on the v0.2.0 text, landing the additive order-flow created_via and originating_lead_id order-provenance minor bumps at ratificationmemo

P2SfinanceDraft the finance-mart pipeline sub-section manifest and propose the v2.x minormemo

P2SsalesRun the ADR-0008 production backfill (restate handed_off rows to terminal, synthesize missing close history rows) as part of the next sales deploymemo

P1XScoachingCorrect the Coach schema documentation to hourly lesson_rate semantics and record the operator comp policymemo

P2XScoachingFlip qualifying no-show and late-cancellation lessons in 2026-04 and 2026-05 to consumed after operator adjudicationmemo

P1SdeliveryDelivery: remove lesson-completion creation of plus-seven rebook intents so no new protected intervals enter the Coaching projectionmemo

P1SdeliveryDelivery: transition every active rebook intent to dismissed and publish `delivery.rebook-intent.cancelled` for each row so Coaching releases the projected intervalsmemo

P1LdeliveryEnable guarded lesson outcome corrections in the Delivery Workbench after ADR-0038 is accepted and the Revenue correction API is production-readymemo

P1SplatformRegister lesson.outcome.corrected at schema_version 1 in the canonical event-types registry and the Platform dispatcher mirror after ADR-0038 is accepted and Delivery publishes the revised lesson-lifecycle schemamemo

P1LrevenuePublish the Revenue correction API sub-spec and deploy preview and apply endpoints with production verificationmemo

P1MdeliveryMigrate every Delivery Revenue caller to the Platform workload exchange, prove the ratified operation scopes and audit path without the root mint secret, then clear delivery-workload-auth-migration-readymemo

P1SdeliveryPublish the final lesson.outcome.corrected v1 sub-spec and JSON Schema with Revenue's four successful effective-financial-classification valuesmemo

P1MplatformImplement and deploy the approved Sales production workload policy and publish the production migration handoffmemo

P1MsalesImplement and verify the Sales scheduling multi-package cart against the accepted multi-line sales-ordering closememo

P1SgrowthDeploy the Growth lead.intake.renewed migration and consumer through the gated production rollout, run the live health check, and publish zero-mismatch lag evidence before Sales enables renewed routingmemo

P1SgrowthDeploy the Growth schema migration, seed the verified Meta form mappings, enable intake.captured v3, and run the mapped Meta canary and post-deploy auditmemo