Share standard FileMaker delivery workflow
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@@ -25,8 +25,8 @@ Report meaningful conflicts instead of silently resolving them.
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Use these locations for a workspace that follows the standard project layout. A project may document only deviations in `PROJECT.md`.
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Use these locations for a workspace that follows the standard project layout. A project may document only deviations in `PROJECT.md`.
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- `../DDR/`: local raw FileMaker DDR input. Never copy it into the repository or commit it; move it only as part of an explicitly approved filesystem migration.
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- `../DDR/`: local raw FileMaker DDR input. Never copy it into the repository or commit it; move it only as part of an explicitly approved filesystem migration.
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- `TICKETS/`: one folder per ticket or workstream. Keep its source requests, handoffs, analysis, questions, reports, assets, and ticket-specific scripts together.
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- `TICKETS/`: one folder per ticket or workstream. Keep its source requests, handoffs, analysis, questions, reports, assets, and ticket-specific scripts together. Use a `scripts/` subfolder when it helps navigation.
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- `FMSCRIPTS/`: tracked complete `.fmscript` files that are not clearly ticket-specific or apply across several workstreams.
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- `FMSCRIPTS/`: tracked complete `.fmscript` files that are not clearly ticket-specific or apply across several workstreams; keep one `.fmscript` file per FileMaker script.
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- `NOTES/`: confirmed knowledge and business rules that apply across more than one ticket.
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- `NOTES/`: confirmed knowledge and business rules that apply across more than one ticket.
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- `DDR-Parsed/`: tracked generated FileMaker reference material. Do not edit it manually.
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- `DDR-Parsed/`: tracked generated FileMaker reference material. Do not edit it manually.
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- `ddr-parse.sh`: run `zsh ddr-parse.sh` from the project root to parse the latest DDR into `DDR-Parsed/` when an up-to-date reference is needed.
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- `ddr-parse.sh`: run `zsh ddr-parse.sh` from the project root to parse the latest DDR into `DDR-Parsed/` when an up-to-date reference is needed.
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@@ -41,6 +41,15 @@ Read only the skill that matches the work; do not load every shared reference by
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- New or changed FileMaker object, field, variable, parameter, or result names: `skills/filemaker-naming/SKILL.md`
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- New or changed FileMaker object, field, variable, parameter, or result names: `skills/filemaker-naming/SKILL.md`
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- Project-manager reply or short billable work report: `skills/ticket-delivery/SKILL.md`
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- Project-manager reply or short billable work report: `skills/ticket-delivery/SKILL.md`
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## Standard workflow
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1. Put a new ticket, request, or email in its own `TICKETS/<ticket or workstream>/` folder.
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2. Analyze it with the relevant shared skill before proposing implementation.
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3. Review affected current definitions and dependencies in `DDR-Parsed/`.
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4. Turn unclear business rules into concise confirmation questions rather than assumptions.
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5. After implementation and DDR regeneration, re-check affected definitions, calculations, layouts, scripts, and report dependencies.
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6. Prepare client-facing delivery only after the work is reviewed or when explicitly requested.
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## Core rules
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## Core rules
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- Do not invent business rules, schema details, permissions, or implementation status. Separate confirmed behavior, verified current behavior, proposals, and open questions.
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- Do not invent business rules, schema details, permissions, or implementation status. Separate confirmed behavior, verified current behavior, proposals, and open questions.
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@@ -11,22 +11,34 @@ description: Prepare a concise project-manager reply and billable work report fo
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- For early analysis, label the response as a draft or return only the questions needed to continue.
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- For early analysis, label the response as a draft or return only the questions needed to continue.
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- Do not describe a proposal, an unverified assumption, or an open dependency as completed implementation.
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- Do not describe a proposal, an unverified assumption, or an open dependency as completed implementation.
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- Never send, post, or otherwise deliver the reply unless explicitly asked.
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- Never send, post, or otherwise deliver the reply unless explicitly asked.
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- Provide a completed or reviewed-work reply only after all major changes have been closed and reviewed, or when explicitly requested.
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## Project-manager reply
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## Project-manager reply
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- Lead with completed work, followed only by unresolved questions or confirmations needed.
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- Lead with completed work, followed only by unresolved questions or confirmations needed.
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- Use concise, practical, client-facing English. Remove internal exploration and unused architecture proposals.
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- Use concise, practical, client-facing English. Remove internal exploration and unused architecture proposals.
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- Distinguish completed work from proposed next steps.
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- Distinguish completed work from proposed next steps.
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- For a larger ticket, use concise sections such as `COMPLETED`, `QUESTIONS`, and `KEY CALCULATIONS` when they improve readability.
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- When useful for verification, give a friendly label followed by the exact FileMaker object name in brackets, for example `Utility Switch [APPROVE::UtilitySwitch]`.
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- When useful for verification, give a friendly label followed by the exact FileMaker object name in brackets, for example `Utility Switch [APPROVE::UtilitySwitch]`.
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- Include exact layout, script, custom function, or value-list names only when they materially help verification.
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- Include exact layout, script, custom function, or value-list names only when they materially help verification.
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- 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.
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- 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.
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- 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.
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## Short work report
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## Short work report
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Create one only when the project requires it or the user requests it.
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Every project-manager reply must end with a short work report. It is a compact billable-work summary, not a list of questions.
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- Maximum 450 characters, including title, bullets, and line breaks.
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- Maximum 450 characters, including title, bullets, and line breaks.
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- Start with the ticket number and a short title.
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- Start with the ticket number and a short title.
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- Use one to three short past-tense bullets describing completed work.
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- Use one to three short past-tense bullets describing completed work.
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- Exclude code, open questions, testing instructions, and unconfirmed claims.
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- Exclude code, open questions, testing instructions, and unconfirmed claims.
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- Put the report in a fenced `text` block so it is easy to copy.
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- Put the report in a fenced `text` block so it is easy to copy.
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Example:
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```text
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52926 Fuel Switch – Phase Tracking
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- Added start and end timestamps, duration tracking and status fields across the current Customer, Evaluation, Approval, Installation and QA phases.
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- Verified funding stream eligibility and its default value during import.
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- Kept the new status tracking separate from the fields currently used by reports.
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```
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