- SOW v2.0 PDF (client scope document)
- Meeting prep for July 4 Kay alignment
- M01 BI dashboard architecture spec
- API data source research (QBO, Plaid, SpotOn)
- Project README with structure overview
- Moved scattered scripts, templates, and documentation into organized directories (applications/, scripts/, assets/).
- Updated .gitignore to strictly exclude secrets, state files, and IDE configs.
- Added comprehensive README.md outlining repository structure and best practices.
- Preserved all existing documentation and technical architecture files.
- Prepared infrastructure/ for AWS Org and Proxmox Terraform management.
Created complete documentation structure with:
• Root README.md with repository overview
• Documentation directory structure (01-05 + templates)
• Migrated content from public repository
• New operational documentation
• Comprehensive templates for business workflows
Sections:
1. 01-business-strategy/ - Business vision, market analysis, financials
2. 02-technical-architecture/ - Infrastructure, AI agents, deployment
3. 03-operations/ - Client onboarding, support processes
4. 04-customer-portal/ - Placeholder for client-facing docs
5. 05-development/ - Placeholder for dev standards
6. templates/ - 5 reusable business templates
This commit establishes the foundation for the repository reorganization.
Content review will be conducted separately.
jerome