PM Downstream Planning

Source writeback stays blocked as a placeholder downstream branch.

This route records the current downstream truth after the financial-handoff, finance, and customer-billing placeholder branches: source writeback can move forward only as placeholder taxonomy, guardrails, correction-package planning, and later admission preparation. It does not admit workbook writeback, PDF overwrite, macro execution, source-system sync, finance writes, or customer billing delivery.

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

Source Writeback Placeholder Scope

Use this surface when the PM decision is branch selection only: keep source writeback as placeholder planning, or later open a separate admitted packet for source correction and writeback authority.

Return to PM driversProject overviewFinancial handoff placeholderFinance placeholderCustomer billing placeholderCustomer delivery execution

Current posture

placeholder only

Source writeback may advance as no-live design work only. No live source authority is admitted here.

Still blocked

not admitted

Workbook writeback, PDF overwrite, macro execution, source-system sync, finance output, and customer billing delivery remain blocked.

Use this route for

design only

Placeholder taxonomy, guardrails, correction-package 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, file write, or source-of-record authority.

  • SOURCE_WORKBOOK_WRITEBACK_DRAFT
  • SOURCE_PDF_WRITEBACK_DRAFT
  • SOURCE_CORRECTION_PACKAGE_DRAFT
  • SOURCE_MACRO_EXECUTION_DRAFT

Placeholder Guardrails

  • No live POST, workbook writeback, PDF overwrite, macro execution, or source-system sync.
  • No mutation-seam source writeback route promotion.
  • No reuse of import, approval, or customer-delivery proof as source writeback authority.
  • No widening into finance output, customer billing delivery, or external customer release authority.
  • No source workbook macro run or source-of-record file replacement from this route.
  • No source correction commit until a later separately admitted packet exists.

Recommended Next Source Writeback Placeholder Work

  • Define the minimum source correction and writeback package PM expects after review and downstream planning are settled.
  • Separate source writeback planning from finance handoff, customer billing delivery, and customer-facing delivery proof.
  • Define the exact workbook, PDF, and source lineage artifacts that any later writeback branch would have to prove.
  • Define explicit no-go conditions that keep source writeback planning from being mistaken for live source authority.

Separate Branches Still Held

  • Financial handoff remains a separate placeholder branch.
  • Finance output remains a separate placeholder branch.
  • Customer billing delivery remains a separate placeholder branch.
  • Customer delivery execution remains the admitted bounded proof branch and is not source authority.
  • 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.