Operator insight 2026-07-11: the second brain's client dossiers (01-Projects/Clients/<client>/) are where the back-office fleet meets the sales chain and the future delivery agents working on client projects. Knowledge-layer bullet: agent-owned deposit files (never edits of human notes), each family feeds and reads the dossier (billing state + contract facts in; dunning tone, contract scope, new-business sightings out — the KM 4% settlement clause makes delivery observations a billing input); vault routing doctrine (local-first) for confidential client content. Backlog updated with the 2026-07-11 CRM audit facts (propal/contrat/projet modules empty, KM retainer terms only in WIP JSON — deferred schedule = T06's source of truth) and the third family (delivery agents; Granola→vault ingest as an sb.py job; REX → Mode B evidence → CMS). Co-Authored-By: Claude Fable 5 <[email protected]>
vibe > PRD
Product Requirement Documents
Status: 🟢 Active Last Updated: 2026-07-11 Related: vibe/ADR · vibe/Investigations
vibe/PRD/ holds the Product Requirement Documents that drive larger pieces of work in the lab. A PRD captures what we want and why it matters; the matching ADRs capture how we decided to build it, and investigations capture what we learned along the way.
Convention
- One subfolder per PRD, kebab-case (e.g.
safe-prod-like-environment/). - Each subfolder MUST contain:
README.md— the PRD hub: problem, goals/non-goals, requirements, success criteria, and a QA strategy.STATUS.md— the implementation tracker. Update it whenever something ships (a PR merges, a brick lands, a milestone closes). It is the living view of "where are we" against the PRD.
- A big PRD uses tree-docs: the
README.mdstays a hub and detail lives in leaf pages (each with its own breadcrumb and bidirectional cross-links). A tree-sized PRD MUST detail an explicit QA strategy — how the delivered work will be verified, and what "done and safe" means. - PRs cross-link to the PRD, and the PRD's
STATUS.mdcross-links back to the PRs/ADRs/investigations that realised each part. Links are bidirectional. - No-tombstone rule applies: the PRD reads as currently true. Progress lives in
STATUS.md(which is a tracker and may legitimately list shipped items), not as "previously / now" edits scattered through the hub.
Index
| PRD | Hub | Status |
|---|---|---|
| Safe, production-like environment | safe-prod-like-environment/README.md | 🟡 In design |
| AI back-office (admin & accounting agent fleet) | ai-back-office/README.md | 🟡 In design |
Rules to contribute
- Create a kebab-case subfolder named for the PRD.
- Add
README.md(the hub) andSTATUS.md(the tracker). Both carry a breadcrumb first line and the leaf header blockquote (Status / Last Updated / Related). - In the hub, state the problem, goals and non-goals, requirements, success criteria, and the QA strategy. If the PRD is large, split detail into leaf pages and keep the README as a navigable hub.
- Keep
STATUS.mdcurrent: every time a piece ships, record it there and link the PR/ADR that delivered it. - Add a row to the Index table above.
- Ensure every PR that implements part of the PRD links to the PRD, and that
STATUS.mdlinks back. Bidirectional links are mandatory.