PM Downstream Planning

Finance is open only as a placeholder design branch.

This route records the current downstream truth after customer reporting and the separate financial-handoff placeholder branch: finance can move forward only as placeholder taxonomy, guardrails, no-go checks, output-shape planning, and later admission preparation. It does not admit billing, payroll, invoice, accounting, external finance sync, customer billing delivery, or source writeback.

Promoted route
/pm-review/finance-placeholder
Current route class
Documentation-backed read-only placeholder planning
Authority posture
Finance placeholder only; downstream writes remain not admitted

Finance Placeholder Scope

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

Recognized revenue (read-only, admitted)Return to PM driversProject overviewCustomer reporting placeholderFinancial handoff placeholderCustomer delivery executionCustomer billing placeholderSource writeback placeholder

Current posture

placeholder only

Finance may advance as no-live design work only. No live finance authority is admitted here.

Still blocked

not admitted

Billing export, payroll export, invoice creation, accounting persistence, customer billing delivery, and source writeback remain blocked.

Use this route for

design only

Placeholder taxonomy, guardrails, 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 delivery authority.

  • BILLING_EXPORT_DRAFT
  • PAYROLL_EXPORT_DRAFT
  • ACCOUNTING_POST_DRAFT
  • LABOR_RECONCILIATION_DRAFT

Placeholder Guardrails

  • No live POST, write, export, sync, or delivery.
  • No mutation-seam finance route promotion.
  • No Supabase finance write or schema change.
  • No customer billing delivery widening.
  • No source workbook or PDF writeback widening.
  • No reuse of the customer-delivery admission phrase for finance.

Recommended Next Finance Placeholder Work

  • Define the minimum finance output contract PM expects after customer reporting and financial handoff planning are settled.
  • Separate finance output planning from the dedicated financial handoff placeholder branch and from external customer billing delivery.
  • Define the evidence PM must retain before any later finance-output admission can be considered.
  • Define explicit no-go conditions that keep finance placeholder work from being mistaken for live authority.

Non-Finance Boundaries Still Separate

  • Customer reporting remains a separate upstream placeholder branch.
  • Financial handoff remains a separate upstream placeholder branch.
  • Customer billing delivery remains a separate later downstream branch.
  • 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 customer-billing placeholder route is available at /pm-review/customer-billing-placeholder.

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