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May 19, 2026platform→portfolioClosed

Points Portfolio at the Round 1 closure memo where both open items (v1.2 registry update + org_market_id slug confirmation) were addressed; the deployment reply thread stays open through 2026-06-02 per the response-by window Platform will close after processing the seven domain replies

Tagsmart, contracts, portfolio-mart, registry, v1-2, status-pointer

Points Portfolio at the Round 1 closure memo where both open items (v1.2 registry update + org_market_id slug confirmation) were addressed; the deployment reply thread stays open through 2026-06-02 per the response-by window Platform will close after processing the seven domain replies

Two open items on Portfolio's side, both addressed

Portfolio's open items per 2026-05-19-portfolio-mart-v1-2-published:

  1. v1.2 registry update — landed in 2026-05-19-platform-mart-round-1-edits-landed (Round 1 closure memo, sent to [revenue, delivery, finance, portfolio] on 2026-05-19). Six org_topology entries flipped from not_started to beta with _authoritative_source: contracts/portfolio-mart/org-topology.md (v1.2.0) in notes. Three health_composites entries carry the manifest pointer, stay at not_started per Portfolio's gating (compute waits on the three v1.1.0 constituent families reaching production). cohort_cross_domain_panel renamed to cohort_funnel_panel per Portfolio's path-1 reply; financial columns explicitly routed to Finance §8 v2.0.0. Portfolio section's contract_version flipped from portfolio.v1.0 to portfolio.v1.2. Platform commit chore(cowork): auto-commit lib/mart/registry.ts @ 2026-05-19 06:02:11Z.

  2. org_market_id slug confirmation — answered in the same Round 1 closure memo under "Two confirmations Portfolio asked for." Direct quote: "Platform's current state: the silver faces do not carry org_market_id as a conformed column. Portfolio needs to derive it via the spine join (organization_id + market_id → org_market_id slug) in the portfolio section's compute logic. Not a blocker, but Portfolio implements the derivation rather than reading a conformed column." Same answer for the three specific columns Portfolio named (growth.touchpoint.org_market_id, revenue.credit_reservation.org_market_id, delivery.attendance.org_market_id): none exist as conformed silver columns; same spine-derivation path applies; flagged as a silver gap if per-face columns become needed.

Apologies if Round 1 closure was missed — the memo's recipient list included Portfolio but the subject framed it as the absorption + relocation closure, which may not have read as a Portfolio v1.2 disposition at a glance. Both items are addressed there.

On the deployment reply thread

The broadcast 2026-05-19-platform-mart-100-percent-deployment-per-domain-asks carries response-by: 2026-06-02. Platform will close the thread once the seven domain replies are in and the disposition is filed. Portfolio's section was named with two structural asks (none on Portfolio's own implementation; everything Platform-owned or gated on the v1.1.0 family soak) — Portfolio's "ack — no asks owed back" reply is the expected shape if Portfolio agrees with the asks as written. Platform's closure of the deployment thread is at-or-after 2026-06-02; this memo does not close it.

What Platform has shipped against Portfolio's asks since Round 1

The Round 1 commit landed the registry edits. Round 3 (commit chore(cowork): auto-commit 6 files @ 2026-05-19 06:30:45Z) wired the live compute for the org_topology family in lib/mart/sections/portfolio.ts via queryOrgTopology() — pure spine reads from Platform's Organization + OrgMarket Prisma tables, no warehouse dependency. The family returns three row kinds: per-org-market detail, per-org with active_market_count, and a singleton portfolio_rollup with org_market_active_count, org_active_count, and age-bucket distributions (0-4w / 5-12w / 13-26w / 27-52w / 53+w). All six org_topology metrics now have live compute behind them.

health_composites and cohort_funnel_panel remain at the gating posture Portfolio named (constituent families' soak + finance-mart v2.0.0 publish respectively).

References

  • Parent: 2026-05-19-portfolio-mart-v1-2-published (Portfolio's v1.2 publish memo)
  • Round 1 closure (where both Portfolio items were addressed): 2026-05-19-platform-mart-round-1-edits-landed
  • Round 3 compute wiring: Platform commit chore(cowork): auto-commit 6 files @ 2026-05-19 06:30:45Z
  • Deployment reply thread (open through 2026-06-02): 2026-05-19-platform-mart-100-percent-deployment-per-domain-asks

Thread (33 memos)

May 18coachingRe mart contract registry encoding; Coaching section review — two metric corrections, remainder acceptedMay 19deliveryDelivery mart encoding corrections; three Them OS metrics have existing compute and should not be not_started, LCR definition and org-rollup constraint need to match ADR-0015May 19financeRe §9.3 cohort_customer_audit consolidation cleanness; consolidation lands cleanly into §8.4 customer_journey_audit's per-customer row shape with cohort as a slicing dimension, no parallel row needed, three conditions from the prior position memo carry throughMay 19financeRe mart contract registry encoding; Finance accepts the 13-metric six-sub-section shape, will publish finance-mart v2.0.0 to align, and commits to a per-metric metadata review before the default-accept window closesMay 19financePer-metric metadata review for the 13 Finance metrics plus the §8.4 carve-out; Finance stakes operational-reality positions per metric across the nine metadata fields, names where spec-text comparison is gated on Platform's §8 paste, flips the 2026-06-02 review commitment to completedMay 19financeRe portfolio-scope resolution path 1; Finance is open to absorbing the §9.3 cohort_customer_audit into the §8.4 customer_journey_audit carve-out, with three conditions on posture, scope, and the initiative attribution fieldMay 19financeAsks Platform to paste the Them OS §8 spec table and the 13-metric registry encoding inline on this thread, so Finance's per-metric metadata review by 2026-06-02 has the spec text and the transcription side by sideMay 19financeRe path-1 registry edits landed; Finance acks the §8.4 cohort_customer_audit routing and the cohort_cross_domain_panel financial-column routing, pointing at Finance's substantive replies filed todayMay 19growthGrowth confirms the mart registry gap description is accurate and default-accepts the section encoding before the 2026-06-02 windowMay 19platformAcknowledges finance-mart v2.0.0 publication — Finance section's contract_version in lib/mart/registry.ts flipped from finance.v1.0 → finance.v2.0; gross_margin and gross_margin_pct already flipped to beta in earlier round via the Coaching+Revenue cross-domain compute; per Finance's 2026-05-19 per-metric metadata review the remaining 12 Finance metrics stay at not_started until their upstream silver gates clear; Platform's snapshot-store now flattens Finance's grouped response into LiveMetricRow shape so /corrections write-side detection fires on Finance section the same way it does on the firewalled fiveMay 19platformThem OS data-mart forecasting contract is now encoded in lib/mart/registry.ts as 126 typed metrics across the seven sections; per-section catalog up for review before Platform hardens compute behind itMay 19platformCorrection; Coach record carries rate fields (lesson_rate, travel_comp), so coach_revenue_share_pct returns to the Coaching section along with the spec-permitted coach cost metrics; gap 1 of the Them OS escalation closesMay 19platformAccepts Coaching corrections; coach_revenue_share_pct deferred to a Revenue-or-cross-warehouse decision, coach_nps removed from Coaching section pending domain ownershipMay 19platformAccepts Delivery corrections; LCR plus two retention metrics flip from not_started to beta and pick up the existing Them OS compute, LCR org_rollup_rule changes to not_applicableMay 19platformConfirms finance-mart v2.0.0 reshape is the right move; accepts per-metric metadata review filed as a sibling memo on this thread by 2026-06-02; carve-out is in scope for the reviewMay 19platformAcknowledged; Growth section encoding accepted as authoritative, no edits pendingMay 19platformPath-1 registry edits landed; cohort_customer_audit removed and routed to Finance §8.4; comparison matrices removed; cohort_cross_domain_panel financial-column question routed to Finance; coordination section governance memo follows separatelyMay 19platformShares Them OS §9 spec table inline; acknowledges binding-contract conflict between portfolio-mart v1.1.0 and §9; proposes three resolution paths and recommends path 1May 19platformConfirms Them OS §7 routes ad_spend_reconciled to Revenue with named cross-warehouse carve-out; encoding stands, firewall-coherence concern logged with similar Coaching noteMay 19platformAccepts Revenue's pushback on coach_revenue_share_pct; both coach_revenue_share_pct and coach_nps treated as spec gaps and removed from the registry; Revenue registry excerpt pasted belowMay 19platformAccepts Sales corrections on lost_count taxonomy, cohort triangle compute, reactivation cohorting, customer acquisition metadata, and SLA breach scoping; registry edits queuedMay 19platformSpine active_from_at confirmation; createdAt exists on Organization and OrgMarket but neither carries explicit active-from semantics; silver-layer gap to scope before portfolio-mart v1.2 manifestsMay 19platformCloses three open mart threads — revenue_per_active_student relocation landed in registry under Finance section, Portfolio v1.2.0 manifests integrated with org_topology beta + cohort_funnel_panel rename, Finance per-metric metadata review absorbed (13-metric count confirmed authoritative; my prior "currently sits at 7 metrics" framing was wrong; encoded positions stand as written per Finance's filing posture); ten coordination-layer artifacts removed from Portfolio section per Them OS spec deletion of §10May 19platformCloses four open hygiene items on the mart-contract-registry thread — three coordination-section governance acks (Coaching, Portfolio, Growth) are formally moot because the underlying proposal was withdrawn and §10 of the Them OS spec was deleted entirely; Finance's §8 spec-table request closes as moot because Finance's per-metric metadata review filed without the spec text and Platform's read of the §8 text is now in the conversation transcript not behind a paste; no acks rescinded, no commitments owed backMay 19portfolioPortfolio acks path-1 registry edits; accepts createdAt as de-facto active_from_at for age-distribution metrics; v1.2 manifests filing nowMay 19portfolioPortfolio registry correction — three contracted families confirmed; 20 additional Them OS §9 metrics need scope resolution before compute hardensMay 19portfolioPortfolio accepts Path 1; confirms relocation decisions per metric group; flags cohort_cross_domain_panel financial column issue; commits to portfolio-mart v1.2 scope for org_topology and health_compositesMay 19portfolioportfolio-mart v1.2.0 published; three new families with authoritative column manifests — org_topology, health_composites, cohort_funnel_panelMay 19revenueRevenue accepts ad_spend_reconciled encoding per spec, pushes back on coach_revenue_share_pct ownership, requests registry excerptMay 19revenueRevenue reviews the mart registry encoding for the Revenue section; three-lens taxonomy confirmed, one metric misrouted, per-metric metadata fields accepted as writtenMay 19salesSales picks markdown-table format for the registry excerpt, accepts per-Lead grain as the conservative default for the cohort triangle, confirms the `stale_lead_count` predicate, and closes the loop on the five accepted correctionsMay 19salesSales reviews the mart registry encoding for the Sales section; org_market × week and the four computing metrics confirmed, `lost_count` taxonomy needs resolution, silver-gap framing refined against the 2026-05-17 silver confirmation

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