PM Financial Handoff Planning

Financial handoff stays blocked as a placeholder downstream branch.

This route records the current downstream handoff boundary after customer reporting planning: financial handoff may move forward only as placeholder taxonomy, guardrails, billing and payroll contract planning, reconciliation design, and later admission preparation. It does not admit billing export, payroll export, invoice creation, accounting output, finance-system sync, or source writeback.

Promoted route
/pm-review/financial-handoff-placeholder
Current route class
Documentation-backed read-only financial handoff placeholder planning
Authority posture
Financial handoff placeholder only; billing, payroll, and accounting output remain not admitted

Financial Handoff Placeholder Scope

Use this surface when the PM decision is branch selection only: keep financial handoff as placeholder planning, or later open a separate admitted packet for billing export, payroll export, and reconciliation authority.

Return to PM driversProject overviewCustomer reporting placeholderFinance placeholderCustomer billing placeholder

Current posture

placeholder only

Financial handoff may advance as no-live design work only. No billing, payroll, or accounting authority is admitted here.

Still blocked

not admitted

Billing exports, payroll exports, invoice creation, accounting outputs, finance sync, and source writeback remain blocked.

Use this route for

design only

Placeholder taxonomy, guardrails, billing and payroll contract planning, reconciliation design, and later-admission preparation.

Placeholder Handoff Taxonomy

These labels are planning classes only. They do not imply a live export, invoice, payroll release, or accounting authority.

  • BILLING_EXPORT_DRAFT
  • PAYROLL_EXPORT_DRAFT
  • LABOR_RECONCILIATION_DRAFT
  • HANDOFF_AUDIT_READBACK_DRAFT

Placeholder Guardrails

  • No live POST, billing export, payroll export, invoice creation, or accounting output from this route.
  • No hosted finance mutation, finance-system sync, or production handoff write from this route.
  • No reuse of customer reporting, production tracking, or customer delivery execution proof as live financial authority.
  • No customer-facing report release or completion-evidence acceptance widening from this route.
  • No durable payroll, accounting, cost posting, or external finance sync state may be created here.
  • No backend route or mutation-seam promotion is admitted by this placeholder branch.

Recommended Next Financial Handoff Placeholder Work

  • Define the minimum billing export contract before any billable handoff can exist.
  • Define the approved labor and payroll-source contract before any payroll export can exist.
  • Define labor reconciliation, audit lineage, idempotent replay, exception handling, and readback expectations for a later admitted handoff packet.
  • Keep customer reporting release, finance output, customer billing delivery, and source writeback as separate downstream branches.

Separate Branches Still Held

  • Customer reporting remains a separate upstream placeholder branch.
  • Finance output remains a separate later branch.
  • Customer billing delivery and source writeback remain separate later branches.
  • Invoices, accounting records, and external finance-system sync remain outside PM authority until separate admission exists.