Share standard FileMaker delivery workflow

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martin committed 2026-08-09 13:40:55 +02:00
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@@ -11,22 +11,34 @@ description: Prepare a concise project-manager reply and billable work report fo
- For early analysis, label the response as a draft or return only the questions needed to continue.
- Do not describe a proposal, an unverified assumption, or an open dependency as completed implementation.
- Never send, post, or otherwise deliver the reply unless explicitly asked.
- Provide a completed or reviewed-work reply only after all major changes have been closed and reviewed, or when explicitly requested.
## Project-manager reply
- Lead with completed work, followed only by unresolved questions or confirmations needed.
- Use concise, practical, client-facing English. Remove internal exploration and unused architecture proposals.
- Distinguish completed work from proposed next steps.
- For a larger ticket, use concise sections such as `COMPLETED`, `QUESTIONS`, and `KEY CALCULATIONS` when they improve readability.
- When useful for verification, give a friendly label followed by the exact FileMaker object name in brackets, for example `Utility Switch [APPROVE::UtilitySwitch]`.
- Include exact layout, script, custom function, or value-list names only when they materially help verification.
- Include FileMaker code only when a calculation or script rule is central to approval. Put it at the end under a concise `KEY CALCULATIONS` or `KEY SCRIPT LOGIC` heading.
- If current architecture already fulfills the present requirement, omit unused future tables or designs from the completed-work summary. Raise them only when a distinct business decision is needed.
## Short work report
Create one only when the project requires it or the user requests it.
Every project-manager reply must end with a short work report. It is a compact billable-work summary, not a list of questions.
- Maximum 450 characters, including title, bullets, and line breaks.
- Start with the ticket number and a short title.
- Use one to three short past-tense bullets describing completed work.
- Exclude code, open questions, testing instructions, and unconfirmed claims.
- Put the report in a fenced `text` block so it is easy to copy.
Example:
```text
52926 Fuel Switch – Phase Tracking
- Added start and end timestamps, duration tracking and status fields across the current Customer, Evaluation, Approval, Installation and QA phases.
- Verified funding stream eligibility and its default value during import.
- Kept the new status tracking separate from the fields currently used by reports.
```