Owed ledger
Live - fetched 2026-07-13 10:07 UTC-generated 2026-07-13 10:07 UTC
Pending
2
Replies owed
18
Conditional
0
Completed
57
Pending
finance (2)
-P1SfinanceSeed COACH_PAYMENT actuals for April and May from Square Payroll run records so the rerouted pnl composition has backfilled datamemo
-P2MfinanceWire prisma migrate deploy as a defined CI deploy step against DIRECT_URL, add a prisma migrate status preflight that fails on pending or drifted migrations, document db push as dev-only in Finance DB docs, and run the one-time production drift audit and reconcile per the ADR-0026 per-domain action item|memo
Replies owed
indexer-derived from thread structureREPLYP2platformto financeRe Round 7 wiring landed; Finance acks the three refinements (operator_refund filter, canonical 4-class source_class enum, _opex_allocation_rule note landing) and picks option 1 on the reserved_credit_liability_cents derivation — Revenue widens revenue.credit_reservation silver view to carry reserved_amount_cents matching the HTTP endpoint shapememo
REPLYP2revenueto financeRe Round 7 wiring landed; Finance acks the three refinements (operator_refund filter, canonical 4-class source_class enum, _opex_allocation_rule note landing) and picks option 1 on the reserved_credit_liability_cents derivation — Revenue widens revenue.credit_reservation silver view to carry reserved_amount_cents matching the HTTP endpoint shapememo
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
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
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
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
REPLYP2financeto platformADR-0036 (operator authentication rail for operator-facing domain web apps) is Proposed; Platform requests acknowledgment from Finance as first consumer, FYI to all other domainsmemo
REPLYP2platformto financeCoach compensation rows are missing for 2026-04 and 2026-05 (gross margin currently composes with zero coach pay), Coaching please confirm whether lesson_rate or consumed lesson_booking rows are the missing leg; Revenue please confirm June's empty recognition set is genuinememo
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
REPLYP2revenueto 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
REPLYP2platformto 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
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
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
Conditional
waiting on a gateNo conditional commitments.
Completed
audit trail of what shippedP2SrevenueTriage the three funding-review recognition exceptions (insufficient source credits on legacy-funded accounts) so April and May recognized revenue is finalmemo
P2MplatformAuthor the main-series ADR for the operator authentication rail for operator-facing domain web apps and circulate it for acknowledgmentmemo
P1ScoachingPopulate lesson_rate and travel_comp for the two Sguild coaches whose typed rate columns were nullmemo
P1ScoachingBackfill consumed coach_lesson_booking rows for 2026-04 and 2026-05 from delivery.lesson completed-lesson factsmemo
P1MfinanceFile the per-metric metadata review for the 13 Finance metrics encoded in lib/mart/registry.ts, with corrections or confirmation against the Them OS to Data Mart Forecasting Data Contract Requirements spec table and Finance operational realitymemo
P1SplatformAdd slug column to OrgMarket table as the canonical org_market_id surface for the martmemo
P1SsalesRegister lead.coach.confirmation.requested in contracts/event-types-registry.json with producer=sales, consumers=[coaching, platform-warehouse], owning contract contracts/coaching-confirmation/, and author its v1 payload schema alongside Coaching's outbound coaching.lesson.confirmation_decided eventmemo
P1SsalesAdd a sales.OutboundConfirmationRequest correlation table holding (confirmation_request_id, leadId, requestedAt, coachId, lessonWindow, lessonTypeId) so the Stage 3a→3b emit can persist the correlation row and the coaching-confirmation subscriber can join the inbound decision by confirmation_request_id; wire writer at applyPhase7ManualAction's confirm_slot_agreed handler and reader on the subscribermemo
P1SsalesWire the producer-side dispatcher emit for lead.coach.confirmation.requested from the Stage 3a→3b transition via the same fanout primitive Sales already uses for customer.handoff (ADR-0009 dispatcher cross-process transport)memo
P1SsalesRegister sales.lead.onboarded in contracts/event-types-registry.json with producer=sales, consumers=[platform-warehouse], owning contract contracts/lead-lifecycle/ as a v1.1 candidate, and author its v1 payload schemamemo
P1SsalesWire the producer-side dispatcher emit for sales.lead.onboarded from the close-orchestration Stage 4 entry path alongside the existing Lead.lessonDate persistence in recordCloseLessonBookedmemo
P1SsalesAdd a sales.LeadOrderCorrelation table holding (orderId, personId, leadId, recordedAt) and wire the writer at Stage 4 entry (close-orchestration success path) so the payment.received subscriber can resolve leadId from the (orderId, personId) tuple Revenue carries on the payloadmemo
P2SsalesBuild the Quo auto-send worker that consumes Touch.outcome='auto_send_pending' rows produced by the Stage 4 cron when SALES_AUTOMATED_SMS_ENABLED=true, calls Quo's POST /v1/messages via lib/quo/messages.ts, and writes a follow-up Touch (sms_sent_auto on success, automation_failed with pictogram_key on failure). Cron entry script and per-row retry up to 3 attemptsmemo
P2SsalesBuild the platform.comms.inbound subscriber stub behind PLATFORM_INBOUND_COMMS_SUBSCRIBER_ENABLED so Sales' V2 inbound-comms reset path leaves the operator log behind. Subscriber resolves Lead from (tenant_id, person_id), routes Stage 1 to promoteIntakeToQualifiedOnInbound and Stage 2/3 to resetCadenceOnInbound, terminal stages no-op. Module sales/modules/platform-comms-inbound/ wired into the dispatcher inbox handlermemo
P2MfinanceFile the finance-mart per-figure column manifests for revenue recognition rollups, margin, cash position, and reconciliation against the live silver surfacememo
P2SplatformImplement the finance gold section groupings once Finance files per-figure column manifests against the live silver surfacememo
P1LfinancePublish finance-mart v2.0.0 reshaping the served surface from the four v1.0.0 groupings to the six Them OS sub-sections (unit_economics, pnl, margin, cac_payback, runway, ltv) covering the 13 metrics, with v1.0.0 entering its two-week consumer deprecation window at v2.0.0 publish per finance-mart §5.2memo
P2LfinancePublish v2.0.x sub-section manifests (unit_economics.md, cac_payback.md, ltv.md, cohort_summary.md, customer-journey-audit.md, plus pnl.md added per the three-asks-decisions follow-up) as each sub-section's compute develops, prioritizing manifests with live compute (unit_economics, cac_payback) before manifests gated on further silver landingsmemo
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
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
P2SplatformSurface this §9 scoping pushback to the Them OS spec owner via the appropriate external channel and file the response on this thread when it landsmemo
P3XSplatformWithdraw `2026-05-19-platform-coordination-mart-section-proposal` (this memo supersedes it); the §10.9 governance review is no longer being requestedmemo
P2SplatformSurface these two spec gaps to the Them OS spec owner via the appropriate external channel and file the response on this thread when it landsmemo
P2MplatformWire Finance gross_margin family in lib/mart/sections/finance.ts directly against Coaching silver (lesson_rate, travel_comp) + Delivery's lesson-event silver, no Revenue dependencymemo
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
P2SplatformRedraft the external reply to Them OS, pushing §10 back with the correct framing: mart serves metrics; initiatives are Them-OS-authored state; Sguild does not expose its own coordination repo as forecasting contextmemo
P2SplatformSurface the §9 scoping pushback to the Them OS spec owner via the appropriate external channel and file the response on this thread when it landsmemo
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
P3SrevenueBuild revenue_recognition silver endpoint at GET /api/v1/silver/revenue-recognition with person_id flattened at the API layermemo
P3MgrowthLand organization_id on the Growth campaign source row (applied to prod, backfilled to the Swim org) and expose it on the growth silver face (warehouse-api manifest plus contract README); per-org CAC composition is Finance's gold-section work reading that silver reference|memo
P3SfinanceRe-install the refreshed canonical pointer block in finance AGENTS.md, record the installed pointer version, and confirm finance AGENTS.md restates no canonical content per the ADR-coord-003 per-domain action item|memo
P1SplatformPublish the credit-reservation-lock v2.0.0 amendment that changes active Credit Account scope to Person plus Organization plus Platform Market, updates reservation-create, atomic-multi-create, service-recovery, and event scope notes, and links ADR-0031 after it acceptsmemo
P1MrevenueImplement OrgMarket-scoped active Credit Account resolution in Revenue: one active account per Person plus Organization plus Platform Market, market-resolved reservation-create and atomic-multi-create, first-booking zero-balance account creation in the resolved OrgMarket, and no spend from null-market or different-market accounts after the v2 cutovermemo
P1SrevenuePublish credit.reserved schema_version 2 from Revenue with platform_market_id and migrate producer emissions after credit-reservation-lock v2.0.0 landsmemo
P2SrevenueSupersede or refine Revenue's 2026-05-31 customer-role credit-account invariant memo so the active-account guarantee reads Person plus OrgMarket rather than Person plus Organizationmemo
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
P1SplatformConfirm corrected coach-comp formulas and land the duration-scaled compute across registry, coaching mart, and finance martmemo
P1SplatformWire groupings.revenue_recognition_weekly in GET /api/mart/sections/finance with Revenue silver recognition as the source and monthly revenue_recognition rows unchangedmemo