PM Downstream Planning

Customer billing delivery stays blocked as a placeholder downstream branch.

This route records the current downstream truth after the financial-handoff and finance placeholder branches: customer billing delivery can move forward only as placeholder taxonomy, guardrails, customer-facing release planning, and later admission preparation. It does not admit billing exports, invoice release, customer billing notifications, finance writes, external finance sync, or source writeback.

Promoted route
/pm-review/customer-billing-placeholder
Current route class
Documentation-backed read-only customer billing placeholder planning
Authority posture
Customer billing delivery placeholder only; downstream writes remain not admitted

Customer Billing Placeholder Scope

Use this surface when the PM decision is branch selection only: keep customer billing delivery as placeholder planning, or later open a separate admitted packet for customer-facing billing release.

Return to PM driversProject overviewFinancial handoff placeholderFinance placeholderSource writeback placeholderCustomer delivery execution

Current posture

placeholder only

Customer billing delivery may advance as no-live design work only. No live customer-facing billing authority is admitted here.

Still blocked

not admitted

Billing export release, invoice delivery, external finance sync, customer-facing billing notices, and source writeback remain blocked.

Use this route for

design only

Placeholder taxonomy, guardrails, customer-facing release planning, evidence expectations, no-go checks, and later-admission preparation.

Placeholder Output Taxonomy

These labels are planning classes only. They do not imply a live route, persistence target, or customer-facing release authority.

  • CUSTOMER_BILLING_DELIVERY_DRAFT
  • BILLING_EXPORT_PACKAGE_DRAFT
  • INVOICE_RELEASE_DRAFT
  • RECEIVABLE_NOTICE_DRAFT

Placeholder Guardrails

  • No live POST, write, export, invoice, email, portal push, or customer delivery artifact release.
  • No mutation-seam customer billing route promotion.
  • No reuse of customer-delivery execution proof as billing authority.
  • No widening into finance write authority, payroll, accounting persistence, or external sync.
  • No source workbook or PDF writeback widening.
  • No customer-facing billing commitment until a later separately admitted packet exists.

Recommended Next Customer Billing Placeholder Work

  • Define the minimum customer-facing billing package PM expects after the internal finance handoff is complete.
  • Separate customer billing delivery from internal finance handoff, payroll, and accounting persistence.
  • Define the exact customer-facing artifacts, recipient rules, and release checkpoints for any later billing branch.
  • Define explicit no-go conditions that keep customer billing planning from being mistaken for a live delivery authority.

Separate Branches Still Held

  • Financial handoff remains a separate placeholder branch.
  • Finance output remains a separate placeholder branch.
  • Customer delivery execution remains the admitted bounded proof branch and is not billing authority.
  • Source workbook or PDF writeback and workbook macros remain a separate later source-authority branch.
  • Approval, import, assignment, schedule or status, field authorization, durable field record, and production tracking remain governed by their own branches.

The separate financial-handoff placeholder route is available at /pm-review/financial-handoff-placeholder.

The separate source-writeback placeholder route is available at /pm-review/source-writeback-placeholder.