PM Customer Reporting Planning

Customer reporting stays blocked as a placeholder downstream branch.

This route records the current customer-facing output boundary after read-only intake, production tracking planning, and the admitted customer-delivery proof seam: customer reporting may move forward only as placeholder taxonomy, guardrails, report-package planning, and later admission preparation. It does not admit customer reports, completion evidence publication, invoice creation, payroll export, or accounting output.

Promoted route
/pm-review/customer-reporting-placeholder
Current route class
Documentation-backed read-only customer reporting placeholder planning
Authority posture
Customer reporting placeholder only; customer-facing output remains not admitted

Customer Reporting Placeholder Scope

Use this surface when the PM decision is branch selection only: keep customer reporting as placeholder planning, or later open a separate admitted packet for live report and completion-evidence authority.

Return to PM driversProject overviewProduction tracking placeholderFinancial handoff placeholderCustomer delivery executionFinance placeholder

Current posture

placeholder only

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

Still blocked

not admitted

Customer reports, completion evidence publication, billing exports, payroll exports, and accounting outputs remain blocked.

Use this route for

design only

Placeholder taxonomy, guardrails, report-package planning, no-go checks, and later-admission preparation.

Placeholder Output Taxonomy

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

  • CUSTOMER_REPORT_DRAFT
  • COMPLETION_EVIDENCE_DRAFT
  • REPORT_REVIEW_STATE_DRAFT
  • CUSTOMER_READBACK_AUDIT_DRAFT

Placeholder Guardrails

  • No live POST, customer report creation, completion evidence generation, or customer-facing publication.
  • No mutation-seam customer reporting route promotion.
  • No reuse of production tracking, durable field record, or customer delivery execution proof as live reporting authority.
  • No invoice, billing export, payroll export, accounting record, or finance-system sync widening from this route.
  • No customer-facing completion truth commit until a later separately admitted packet exists.
  • No hosted UI mutation, backend route, or production write from this route.

Recommended Next Customer Reporting Placeholder Work

  • Define the minimum customer report contract PM expects before any report can become customer-facing truth.
  • Separate customer reporting planning from production tracking proof and later financial handoff proof.
  • Define the exact production evidence, completion evidence, audience, review state, and readback a later reporting branch would have to satisfy.
  • Define explicit no-go conditions that keep customer reporting planning from being mistaken for live customer-facing authority.

Separate Branches Still Held

  • Production tracking remains a separate upstream placeholder branch.
  • Financial handoff remains a separate later branch.
  • Finance, customer billing delivery, and source writeback remain governed by their own branches.
  • Customer delivery execution remains the admitted bounded proof branch and is not customer reporting authority.

Financial handoff placeholder carries the next separate no-live branch after customer reporting planning. It does not admit billing export, payroll export, or accounting output.