AI Team OS Command Center
Core asset kit exists. It is not install-ready proof.
Do not unblock until independent operator proof passes.
Independent operator test is still an active proof gate.
Tester selection is the next real proof-path action.
No public proof claims until this passes.
Select independent operator tester
| Blocker | Affected Work | Owner | Source | Age | Resolution Path |
|---|---|---|---|---|---|
VAL-232 Blocking | Public proof claims blocked Website proof, case studies, public metrics, install-ready claims | Founder / CEO Boundary | Current truth / proof gate policy | Open until proof bank is approved | Classify and approve proof claims before publishing. |
VAL-249 Blocking | Install readiness blocked Install-ready status and operator handoff claims | Client Delivery Systems Lead | Current truth / install gate | Open until independent operator proof passes | Keep blocked until independent operator proof passes. |
VAL-464 Blocking | Independent operator test not passed VAL-249 unblock path | Quality Enablement Lead | Current truth / independent operator test | Open until a pass result is recorded | Prepare and run the independent operator test after VAL-478. |
| Gate | State | Owner | Evidence | Next Action |
|---|---|---|---|---|
| VAL-478 | Next action Tester not selected | OS Owner / AI Ops Lead | Current proof path starts here. | Choose the independent tester and run setup. |
| VAL-464 | Not passed Independent operator proof has not passed | Quality Enablement Lead | No pass result is recorded. | Prepare the test after tester selection. |
| VAL-249 | Blocked Depends on VAL-464 | Client Delivery Systems Lead | Install-ready status is not approved. | Do not unblock until VAL-464 passes. |
| VAL-232 | Blocked Public claims are not approved | Founder / CEO Boundary | No public proof claims are allowed. | Keep public proof surfaces gated. |
| Gate | Claim Surface | Evidence | Approval State | Public-Use Boundary |
|---|---|---|---|---|
VAL-478 | Tester selection is the next proof-path action | No selected independent operator is recorded. | Open / next action | Internal routing only. Do not present as operator proof. |
VAL-464 | Independent operator can run the install surface | No pass result is recorded. | Not passed | No public use. This must pass before install-ready language. |
VAL-249 | Install-ready operator handoff is approved | Blocked until independent operator proof passes. | Blocked | No install-ready claim until VAL-464 passes. |
VAL-232 | Website proof, case studies, public metrics, client claims | Public proof claims are not approved. | Blocked | No public proof claims before VAL-232 passes. |
VAL-250 | Core asset kit exists | Scaffold and core assets exist. | Scaffold-complete only | Internal source asset only. Do not use as install-ready proof. |
Valdris
Company operating instance
- Owner
- Founder / CEO Boundary
- Scope
- Company, offer, operating manual, app, website, proof gates, and delivery governance.
- Source Policy
- Use Notion and Linear as live operating sources. Use GitHub for application source.
- Boundary
- This is the company system. Do not mix client-specific evidence into public proof.
| Source | Record | Approved Use | Link |
|---|---|---|---|
| Notion | AI Team OS home Workspace root, canonical navigation, current proof path, source/history boundary. | Operator root and navigation source. | Source link |
| Notion | 00 Command Center First landing page for status, blockers, next action, and operating traceability. | Current command surface. | Source link |
| Notion | AI Team OS Operator Index v1.0 Candidate operator interface for independent operator testing. | Navigation and operator test surface only. Independent proof has not passed. | Source link |
| Notion | 03 Foundation / Primitives Foundation rules, primitives, source maps, and approval-linked records. | Foundation source-map parent and rule reference. | Source link |
| Linear | VAL-710 Execution control for seeding Valdris operating data into the app. | Task control and status trail. | Source link |
| GitHub | nickcarmonadigital/valdris-ai-team-os Private application source and implementation history. | App source and validation evidence. | Source link |
| Vercel | valdris-ai-team-os production deployment Production deployment target for the operator command center. | Runtime availability evidence only. | Source link |
| Area | Seeded Data | Operator Use | Boundary | Source |
|---|---|---|---|---|
| Operator root | AI Team OS is the main Valdris operating-system workspace. Linear tracks the work, Notion holds durable outputs, and Markdown remains the AI-readable backup. | Start here to locate the live command surface, source areas, install system, offer/proof area, and archive. | Do not treat source/history pages as live operator instructions unless the Command Center or Operator Index routes there. | AI Team OS home |
| Command surface | 00 Command Center is the first place to land when checking status, next action, blockers, and operating traceability. | Use it before touching Notion moves, Linear status, proof gates, install assets, or public claims. | If another artifact conflicts with the current truth freeze, the current truth freeze wins. | 00 Command Center |
| Current proof path | VAL-478 -> VAL-464 -> VAL-470 through VAL-477 -> VAL-249 decision. | Use this sequence to route independent operator proof work. | Do not unblock VAL-249 before VAL-464 records a valid pass result. | AI Team OS home / 00 Command Center |
| Public proof lock | VAL-232 -> approved claim language -> website / sales assets. | Route every public claim, case study, proof page, and metric through VAL-232. | No public proof claims, install-ready claims, case studies, client logos, or metrics before VAL-232 passes. | AI Team OS home / 00 Command Center |
| Operator interface | AI Team OS Operator Index v1.0 is the candidate front door for independent operator testing. | Use as the testable navigation surface after the Command Center status check. | Candidate interface only. Independent operator proof has not passed. | AI Team OS Operator Index v1.0 |
| Department OS set | Delivery OS, Product OS, Engineering OS, Platform OS, QA / Training OS, RevOps OS, People / Ops / Admin OS, and CEO Pulse. | Use as the top-level company operating map for role and workflow routing. | Manual existence is source structure, not install-ready proof. | Operator Index / Department Operating Manuals |
| Role manual set | Client Delivery Systems Lead, AI Product Operator, Product Engineer, AI SRE / Platform Engineer, Quality Enablement Lead, Revenue Systems Operator, OS Owner / AI Ops Lead, and Founder / CEO Boundary. | Route work through role ownership, handoff, escalation, and approval boundaries. | No role can approve proof claims or install readiness outside its gate. | Operator Index / Role Operating Manuals |
| Workflow routes | VS-002 onboarding / first value, VS-003 request / build, VS-004 change / incident, VS-005 proof / pulse, weekly OS review, and tool/source request. | Use route IDs to assign agents, prompts, SOPs, outputs, gates, and handoffs. | Agents must not start from generic prompts; they must operate from route, role, task, and gate context. | AI Team OS Operator Index v1.0 |
| Source/history boundary | 01 Source Evidence, 02 Source Synthesis, reconstruction reports, legacy phase notes, and 99 Archive are source/history unless explicitly routed by the Command Center or Operator Index. | Use source/history for rationale, extraction, and traceability. | Source/history does not override current Notion and Linear truth. | AI Team OS home |
| App deployment | Production command center is deployed at valdris-ai-team-os.vercel.app with health checks and monitoring/logging surfaced. | Use production runtime only as app availability evidence. | Deployment proves app availability, not install readiness or public proof. | VAL-706 / VAL-708 source maps |
| App test coverage | App validation covers core data model, import mappers, contradiction detection, operator views, monitoring/logging, and health endpoint. | Use as app implementation coverage evidence for foundation execution. | Tests prove coverage only. They do not pass VAL-464 or unblock VAL-249. | VAL-709 source map |
| Source | Record | Approved Use | Link |
|---|---|---|---|
| Notion | VAL-637 Utari Operating Instance Separation Current Utari instance boundary standard and source classification rule. | Utari boundary source. Approval row remains open. | Source link |
| Notion | VAL-637 Approval Row Approval control for the Utari boundary standard. | Review-state control. Not a Done or public-use approval. | Source link |
| Notion | VAL-636 Valdris Operating Instance Separation Separates Valdris company OS from Utari pilot/source material. | Cross-instance boundary reference. | Source link |
| Notion | VAL-662 App Instance Model Defines app instance types, required fields, and data isolation rules. | App instance model reference. | Source link |
| Linear | VAL-711 Execution control for seeding Utari data into the app. | Task control and status trail. | Source link |
| Area | Seeded Data | Operator Use | Boundary | Source |
|---|---|---|---|---|
| Instance identity | UTARI-PILOT-2026 is the canonical identifier for the Utari Pilot / Source Instance. | Use this ID when routing Utari pilot/source material, source maps, proof records, and reusable lesson candidates. | This creates an app seed boundary only. It does not create a live client shell or public case study. | VAL-637 Utari Operating Instance Separation |
| Instance classification | Utari is classified as Pilot Source / History / Internal Evidence with Internal Only proof default. | Use Utari records for internal lessons, replay evidence, and source classification. | Do not treat Utari as Valdris company ownership, generic install readiness, or future-client default. | VAL-637 Utari Operating Instance Separation |
| Allowed contents | Utari pilot runbook, validation, retro ADR, minimum operating spine lessons, handoff examples, workflow replays, and source-of-truth gaps. | Keep these records in the Utari instance unless a current Linear issue routes a reusable extraction. | Do not copy raw client/private material into the Valdris company seed or public surface. | VAL-637 Utari Operating Instance Separation |
| Excluded contents | Valdris company baseline ownership, generic Delivery OS install readiness, future-client assumptions, public case-study language, public proof claims, website copy, and Valdris legal/commercial terms. | Use this exclusion list before promoting any Utari-sourced pattern. | Do not promote Utari-specific facts into reusable doctrine without change control. | VAL-637 Utari Operating Instance Separation |
| Promotion rule | A reusable lesson can move into AI Team OS doctrine only when the source artifact is linked, classification is stated, Utari-specific facts are separated, a current Linear issue routes the promotion, and approval is linked. | Use this rule for any proposed pattern extracted from Utari. | Promotion does not clear VAL-232, VAL-464, or VAL-249. | VAL-637 Utari Operating Instance Separation |
| Public proof rule | Utari can support internal learning and internal proof classification only by default. | Route any named client reference, proof claim, screenshot, testimonial, metric, or case-study language through VAL-232. | No Utari public proof use without exact claim and surface approval. | VAL-637 Utari Operating Instance Separation |
| App instance model | Utari is a distinct app instance type with its own source roots, proof records, claim boundaries, archive rules, and data isolation. | Use the app instance model to keep Utari separate from Valdris, templates, and future client instances. | Proof and claim records are instance-scoped unless explicitly promoted through approval. | VAL-662 App Instance Model |
| Subject | App Truth | Notion Truth | Linear Truth | Decision |
|---|---|---|---|---|
VAL-250Blocking | Scaffold only | Scaffold/core-asset-complete only; not install-ready proof. | Done | Treat Linear Done as asset-kit completion only. Do not convert it into install-ready language. Keep the app, Notion, and Linear comments explicit that VAL-250 is not install-ready proof. |
VAL-249Blocking | Blocked | Open and blocked until independent operator proof passes. | In Progress | Treat the issue as active but blocked. Do not unblock or close it before VAL-464 records a pass. Queue a Linear reconciliation comment that states blocked-by-VAL-464 without changing status to Done. |
VAL-464Blocking | Not passed | Independent operator test has not passed. | Todo | No contradiction. Todo maps to not-run and not-passed for this gate. Keep visible as the active proof gate after VAL-478 tester selection. |
VAL-478Blocking | Next action | Next real proof-path action. | Todo | No contradiction. Todo means the next action is still unexecuted. Keep top-of-command-center until tester, surface, schedule, and VAL-470 start decision are recorded. |
VAL-232Blocking | Public claims blocker | No public proof claims until VAL-232 passes. | Todo | No contradiction. Todo preserves the public proof lock. Keep website proof, case studies, client claims, public metrics, and install-ready public language locked. |
Proof path sequenceReview | VAL-478 -> VAL-464 -> VAL-470 through VAL-477 -> VAL-249 decision | 00 Command Center compresses the path as VAL-478 -> VAL-464 -> VAL-249; AI Team OS home expands the child tests. | VAL-470 through VAL-477 are queued proof-path children. | Not a conflict. Use the expanded path in the app so operators see the test sequence. Keep compressed and expanded paths source-mapped to avoid a second proof path. |
| Item | Action | Do Not Cross |
|---|---|---|
VAL-249 blocked-state mismatch Blocking / Queued / Client Delivery Systems Lead | Preserve blocked interpretation; draft Linear comment linking VAL-249 to VAL-464 pass evidence. | Do not unblock, close, or call install-ready before VAL-464 passes. |
VAL-250 done-state interpretation risk Blocking / Queued / Product Engineer | Preserve scaffold-only language everywhere VAL-250 appears. | Do not use Done as install-ready proof. |
Proof path compressed-versus-expanded wording Review / Mapped / Quality Enablement Lead | Use the expanded sequence in operator UI and keep the compressed Command Center path as shorthand. | Do not create a parallel proof path outside VAL-478, VAL-464, and VAL-470 through VAL-477. |
| Area | Contents | Operator Use | Boundary |
|---|---|---|---|
| Foundation | Rules, primitives, source-of-truth policy, proof gates, approval standards | Defines how every other OS surface is allowed to change. | Live canon only. Historical notes move to Archive / History. |
| Departments | Delivery OS, Product OS, Engineering OS, Platform OS, QA / Training OS, RevOps OS, People / Ops / Admin OS, CEO Pulse | Gives each department its manual, workflow routes, ownership, and cadence. | Department manuals must not duplicate role manuals or SOPs. |
| Roles | Client Delivery Systems Lead, AI Product Operator, Product Engineer, AI SRE / Platform Engineer, Quality Enablement Lead, Revenue Systems Operator, OS Owner / AI Ops Lead, Founder / CEO Boundary | Shows who owns decisions, handoffs, checks, and escalation. | Role pages define accountability; they do not become task backlogs. |
| Routes | Onboarding, request/build, change/incident, proof/pulse, weekly review, tool/source request | Routes incoming work to the right lane and proof gate. | Routes describe flow. Linear tracks execution. |
| SOPs | Process docs, handoffs, reconciliation, proof gates, install packet, app sync review | Turns repeatable work into final-draft operating procedure. | SOPs stay procedural and concise. Source artifacts stay linked, not copied. |
| SkillCards | process-doc, process-optimization, prompt-to-skill mappings, SOP-to-route mappings | Packages reusable operator skills with trigger, input, output, and route. | SkillCards are execution helpers, not strategy docs. |
| Proof | Proof gates, proof snapshots, claims bank, case study boundaries, public-use approval | Controls what can be claimed, where it can be used, and what evidence backs it. | No public proof claims before VAL-232 passes. |
| Archive / History | Reconstruction notes, older handoffs, duplicated drafts, source artifacts, superseded plans | Keeps historical context findable without letting it drive current operations. | Do not delete. Park, link, and mark source/history. |
Rules
Hard constraints that govern the operating system.
- VAL-250 is scaffold-complete only, not install-ready proof.
- VAL-249 stays blocked until independent operator proof passes.
- VAL-464 has not passed.
- VAL-478 is the next real proof-path action.
- VAL-232 blocks every public proof claim.
Primitives
Reusable building blocks every OS surface is made from.
- Source
- Route
- Role
- SOP
- SkillCard
- Proof gate
- Approval row
- Archive / History lane
Governance
Controls that keep the manual and execution system clean.
- Use KEEP / MERGE / CLOSE / PARK for loose pages and issues.
- Do not delete Notion source artifacts.
- Do not mark Linear Done until the approval row is answered.
- Every app task gets source map, approval row, mutation draft, and comment.
Source-of-Truth Policy
Defines which system is allowed to own which kind of truth.
- Notion owns operating docs, source maps, approval logs, and manual surfaces.
- Linear owns execution state, proof gates, comments, and task traceability.
- GitHub owns app source, commits, and code review history.
- Vercel owns preview and production deployment after validation.
Delivery OS
Client Delivery Systems Lead
- Workflows
- Intake, kickoff, access, install packet, handoff, weekly client operating review
- SOPs
- Sales-to-delivery handoff, client onboarding, install packet, proof snapshot, renewal path
- Mermaid Diagram
- Rendering diagram
Product OS
AI Product Operator
- Workflows
- Problem framing, MWP routing, spec creation, acceptance criteria, product feedback loop
- SOPs
- Source ingest, route card creation, prompt-to-skill mapping, product decision log
- Mermaid Diagram
- Rendering diagram
Engineering OS
Product Engineer
- Workflows
- Build request, implementation, review, validation, release note, app sync review
- SOPs
- Implementation handoff, code review, validation ladder, GitHub reference import, app sync review
- Mermaid Diagram
- Rendering diagram
Platform OS
AI SRE / Platform Engineer
- Workflows
- Environment setup, access control, deployment, monitoring, incident response
- SOPs
- Environment and secrets policy, access checklist, Vercel deployment, monitoring, incident escalation
- Mermaid Diagram
- Rendering diagram
QA / Training OS
Quality Enablement Lead
- Workflows
- Independent operator test, operator training, checklist review, pass/fail decision
- SOPs
- Mock operator test runner, proof gate SOP, training checklist, pass/fail review
- Mermaid Diagram
- Rendering diagram
RevOps OS
Revenue Systems Operator
- Workflows
- Lead capture, qualification, CRM updates, proposal, follow-up, proof-safe claims
- SOPs
- Discovery call script, qualification form, CRM tracker, proposal template, follow-up cadence
- Mermaid Diagram
- Rendering diagram
People / Ops / Admin OS
OS Owner / AI Ops Lead
- Workflows
- Internal cadence, access, contractor onboarding, retention, archive hygiene
- SOPs
- Weekly reconciliation, contractor onboarding, security/access, data retention, archive policy
- Mermaid Diagram
- Rendering diagram
CEO Pulse
Founder / CEO Boundary
- Workflows
- Weekly pulse, decision review, proof claim approval, capacity, boundary calls
- SOPs
- Founder pulse, claim approval, capacity plan, CEO boundary, monthly manual cleanup
- Mermaid Diagram
- Rendering diagram
Client Delivery Systems Lead
- Responsibilities
- Owns client delivery flow, install readiness, handoffs, and client operating cadence.
- Inputs
- Qualified client, signed scope, intake pack, access checklist, current proof gates
- Outputs
- Client command center, install packet, handoff record, weekly delivery pulse
- Handoffs
- Receives from RevOps OS. Hands install work to Product, Engineering, Platform, and QA lanes.
- Escalation Path
- Escalate scope, proof, or client boundary conflicts to Founder / CEO Boundary.
AI Product Operator
- Responsibilities
- Turns client or internal problems into routes, specs, acceptance criteria, and reusable patterns.
- Inputs
- Source artifacts, MWP route, client pain, operator feedback, proof constraints
- Outputs
- Route card, spec, acceptance criteria, reusable product pattern, SkillCard mapping
- Handoffs
- Hands scoped work to Product Engineer and proof requirements to Quality Enablement Lead.
- Escalation Path
- Escalate unclear ownership or productization calls to OS Owner / AI Ops Lead.
Product Engineer
- Responsibilities
- Builds app surfaces, integrations, automations, importers, and client/internal tools.
- Inputs
- Approved spec, data model, source map, validation requirements, repo state
- Outputs
- Code change, tests, commit, GitHub reference, implementation note
- Handoffs
- Receives from AI Product Operator. Hands deployment and runtime work to Platform.
- Escalation Path
- Escalate technical blockers, unsafe data flow, or missing acceptance criteria to Product and Platform owners.
AI SRE / Platform Engineer
- Responsibilities
- Owns environment, access, deployment, observability, incident response, and platform reliability.
- Inputs
- Validated build, env requirements, secrets policy, deployment target, monitoring needs
- Outputs
- Deployment, env config, monitoring signal, incident record, access boundary
- Handoffs
- Receives build artifacts from Engineering. Hands runtime status to Delivery and CEO Pulse.
- Escalation Path
- Escalate incidents, access risk, or production blockers to Founder / CEO Boundary.
Quality Enablement Lead
- Responsibilities
- Owns operator tests, training, proof gates, checklists, and pass/fail decisions.
- Inputs
- Install surface, test script, proof gate, operator feedback, acceptance criteria
- Outputs
- Test result, training gap, proof evidence, pass/fail decision, remediation path
- Handoffs
- Receives install surface from Delivery and Engineering. Hands proof decision to Delivery and CEO Pulse.
- Escalation Path
- Escalate failed proof, ambiguous evidence, or unsafe claims to Founder / CEO Boundary.
Revenue Systems Operator
- Responsibilities
- Owns lead flow, qualification, CRM hygiene, proposals, follow-up, and proof-safe sales language.
- Inputs
- Lead source, qualification form, offer scope, proof-approved claims, follow-up cadence
- Outputs
- Qualified opportunity, CRM record, proposal, kickoff handoff, sales notes
- Handoffs
- Hands qualified client and context to Client Delivery Systems Lead.
- Escalation Path
- Escalate pricing, legal, scope, or proof-claim risk to Founder / CEO Boundary.
OS Owner / AI Ops Lead
- Responsibilities
- Owns the operating manual, source hygiene, reconciliation, approvals, and system coherence.
- Inputs
- Notion docs, Linear state, GitHub changes, proof gates, approval rows
- Outputs
- Clean canon, source map, approval log, reconciliation decision, operating cadence
- Handoffs
- Coordinates across every role lane and keeps source/history separated from live canon.
- Escalation Path
- Escalate company boundary, claim approval, and final operating decisions to Founder / CEO Boundary.
Founder / CEO Boundary
- Responsibilities
- Owns final boundary calls, public proof approval, offer direction, capacity, and company priorities.
- Inputs
- CEO Pulse, proof evidence, capacity signal, client risk, claim approval requests
- Outputs
- Decision, approval, constraint, public claim boundary, priority call
- Handoffs
- Receives escalations from all role lanes and returns explicit decision boundaries.
- Escalation Path
- No higher internal escalation. Park unresolved risk until the decision is made.
| MWP Route | Trigger | Owner | Handoff | Proof Output | SOP Links |
|---|---|---|---|---|---|
| VS-002 Onboarding / First Value | New client, new install instance, or first-value setup starts. | Client Delivery Systems Lead | RevOps hands qualified context to Delivery; Delivery routes setup needs to Product, Platform, and QA. | Client command center, access complete signal, first-value proof snapshot. | Client onboarding checklist, access checklist, install packet SOP, proof snapshot template |
| VS-003 Request / Build | Client or internal operator requests a workflow, tool, integration, app surface, or automation. | AI Product Operator | Product frames the route and acceptance criteria; Engineering builds; QA validates; Platform deploys when needed. | Route card, acceptance result, implementation note, validation record. | Source ingest SOP, implementation handoff, validation ladder, app sync review SOP |
| VS-004 Change / Incident | Breakage, access issue, source conflict, incident, material workflow change, or production risk appears. | AI SRE / Platform Engineer | Requester routes to Platform; Platform pulls Engineering or Delivery; CEO Boundary receives material risk. | Incident or change record, fix validation, source-of-truth update, stakeholder status. | Incident / escalation SOP, security / access SOP, source-of-truth policy, app sync review SOP |
| VS-005 Proof / Pulse | Proof checkpoint, weekly pulse, public claim request, case study request, or install-readiness claim appears. | Quality Enablement Lead | QA gathers evidence; Founder / CEO Boundary approves claims; RevOps and Website use only approved language. | Proof snapshot, gate decision, claim approval state, public-use boundary. | Proof gate SOP, proof snapshot template, claim approval standard, founder pulse template |
| Weekly OS Review Operating Review | Weekly operating cadence starts or stale Notion / Linear truth is detected. | OS Owner / AI Ops Lead | Department and role lanes report state; OS Owner reconciles; CEO Pulse receives decision needs. | Current truth update, blocker list, next action, reconciliation decisions. | Weekly Linear / Notion reconciliation, founder pulse template, monthly manual cleanup |
| Tool / Source Request Tooling and Source Intake | New source, connector, app, credential, document corpus, or archive candidate enters the system. | OS Owner / AI Ops Lead | Requester submits context; OS Owner classifies; Platform handles access; Product extracts reusable pattern. | Source map, permission record, KEEP / MERGE / CLOSE / PARK decision, archive boundary. | Source ingest SOP, access checklist, do-not-touch registry, archive policy |
| SOP | Owner | Status | Related Route | Source Link |
|---|---|---|---|---|
| Source Ingest SOP | OS Owner / AI Ops Lead | Final draft | Tool / Source Request | Notion: 03 Foundation / Primitives |
| Notion Canon Cleanup SOP | OS Owner / AI Ops Lead | Final draft | Weekly OS Review | Notion: Operator Index and 00 Command Center |
| Linear Reconciliation SOP | OS Owner / AI Ops Lead | Final draft | Weekly OS Review | Linear: Valdris.ai Foundation |
| Role Manual Creation SOP | OS Owner / AI Ops Lead | Final draft | Role View | Notion: Role manuals |
| Mermaid Diagram SOP | Quality Enablement Lead | Final draft | Department and Role views | Notion: Diagram system |
| Process Documentation SOP | AI Product Operator | Final draft | VS-003 | Skill: process-doc |
| Process Optimization SOP | AI Product Operator | Final draft | VS-003 | Skill: process-optimization |
| Proof Gate SOP | Quality Enablement Lead | Final draft / proof-gated | VS-005 | Linear: VAL-232, VAL-249, VAL-464, VAL-478 |
| Install Packet SOP | Client Delivery Systems Lead | Final draft / proof-gated | VS-002 | Notion: 07 Install System |
| App Sync Review SOP | Product Engineer | Final draft | VS-003 / Weekly OS Review | GitHub: valdris-ai-team-os |
| Incident / Escalation SOP | AI SRE / Platform Engineer | Final draft | VS-004 | Notion: Platform OS |
| Claim Approval SOP | Founder / CEO Boundary | Final draft / public-use locked | VS-005 | Linear: VAL-232 |
| SkillCard | Trigger | Input | Output | Route | Owner | Status |
|---|---|---|---|---|---|---|
Process Documentation Skill: process-doc | A process lives in someone's head, needs handoff clarity, or must become an auditable SOP. | Process name, rough steps, current owner, handoffs, exceptions, metrics, and any existing notes. | Final-draft SOP with purpose, scope, RACI, process flow, detailed steps, exceptions, metrics, and related documents. | VS-003 / SOP + SkillCard System | AI Product Operator | Ready for operator use |
Process Optimization Skill: process-optimization | A workflow is slow, unclear, overloaded with handoffs, or producing rework. | Current steps, owners, wait times, approvals, failure points, and operator pain. | Before/after process comparison, waste removal plan, automation candidates, impact estimate, and implementation plan. | VS-003 / Workflow Improvement | AI Product Operator | Ready for operator use |
Source Ingest Notion: 03 Foundation / Primitives | A new doc, transcript, repo link, Linear issue, or source artifact enters the system. | Source URL or file, owner, date, scope, confidentiality boundary, and expected operating use. | Source map, KEEP / MERGE / CLOSE / PARK decision, archive boundary, and live-canon routing. | Tool / Source Request | OS Owner / AI Ops Lead | Ready for operator use |
Notion Canon Cleanup Notion: Operator Index and 00 Command Center | A Notion page duplicates live canon, contradicts Linear, or mixes source/history with operator docs. | Page link, current claim, related Linear issue, source/history status, and target operator surface. | Cleanup decision, proposed move or merge, do-not-touch warning, and approval log entry. | Weekly OS Review | OS Owner / AI Ops Lead | Approval controlled |
Linear Reconciliation Linear: Valdris.ai Foundation | Linear status, comments, milestone contents, or issue claims conflict with current truth. | Issue ID, current state, relevant Notion source, blocker chain, and recommended mutation. | Mutation draft, implementation comment, status recommendation, and done-transition boundary. | Weekly OS Review | OS Owner / AI Ops Lead | Approval controlled |
Proof Gate Control Linear: VAL-232, VAL-249, VAL-464, VAL-478 | An operator, client, website, or sales surface wants to claim proof, readiness, or install completion. | Claim text, evidence, gate issue, public-use surface, and approval owner. | Approved, blocked, internal-only, or parked claim decision with proof-path next action. | VS-005 | Quality Enablement Lead | Proof-gated |
Install Packet Builder Notion: 07 Install System | A client or internal instance needs a command center, active board, RACI, and Day 90 proof lane. | Instance name, owner, intake pack, board schema, access model, route map, and proof snapshot. | Install packet, client command center, active work board, RACI, cadence, and Day 90 scorecard. | VS-002 | Client Delivery Systems Lead | Proof-gated |
App Sync Review GitHub: valdris-ai-team-os | A Notion or Linear operating truth needs to be reflected in the application. | Task ID, source map, acceptance surface, repo state, tests, and deployment boundary. | Code change, validation result, commit, source map update, Linear comment, and review state. | VS-003 / Weekly OS Review | Product Engineer | Ready for operator use |
Claim Approval Linear: VAL-232 | A public page, proposal, case study, metric, testimonial, or sales claim needs proof language. | Draft claim, intended audience, evidence, source link, proof gate, and publication surface. | Public-safe language, sales-call-only language, internal-only note, or blocked claim record. | VS-005 | Founder / CEO Boundary | Public-use locked |
| Prompt | Trigger | SkillCard | Route | Owner | Output | Guardrail |
|---|---|---|---|---|---|---|
| Document this process | A workflow needs to become a readable SOP, handoff doc, RACI, or audit-ready operating procedure. | Process Documentation | VS-003 / SOP + SkillCard System | AI Product Operator | Final-draft SOP with RACI, process flow, detailed steps, exceptions, metrics, and related documents. | Ask for missing owner, trigger, output, and exception context through the approval log before final close. |
| Optimize this workflow | A process is slow, unclear, manual, approval-heavy, or failing at handoffs. | Process Optimization | VS-003 / Workflow Improvement | AI Product Operator | Before/after comparison, waste map, automation candidates, impact estimate, and implementation plan. | Do not remove a control gate unless the replacement checkpoint preserves accountability. |
| Ingest this source | A new Notion page, markdown file, transcript, repo link, Linear issue, or outside artifact enters the OS. | Source Ingest | Tool / Source Request | OS Owner / AI Ops Lead | Source map, source/history classification, live-canon route, and KEEP / MERGE / CLOSE / PARK decision. | Do not treat source material as current truth until it is mapped against Notion and Linear. |
| Clean this Notion area | Notion pages are duplicated, stale, mixed with history, or confusing the operator interface. | Notion Canon Cleanup | Weekly OS Review | OS Owner / AI Ops Lead | Cleanup decision table, proposed moves, merge targets, archive candidates, and do-not-touch warnings. | Do not delete or move pages without approval. Park source/history instead of erasing it. |
| Reconcile this Linear issue | A Linear issue state, comment, milestone, or blocker chain conflicts with current truth. | Linear Reconciliation | Weekly OS Review | OS Owner / AI Ops Lead | Status recommendation, mutation draft, implementation comment, and done-transition rule. | Do not move an issue to Done until the matching approval row is answered and locked. |
| Can we claim this publicly? | A website, proposal, case study, sales page, or public proof surface wants to use a claim. | Claim Approval | VS-005 | Founder / CEO Boundary | Public-safe wording, sales-call-only wording, internal-only note, or blocked claim record. | No public proof claim ships before VAL-232 passes. |
| Run the proof gate | Install readiness, independent operator proof, public proof, or claim approval needs a gate decision. | Proof Gate Control | VS-005 | Quality Enablement Lead | Gate state, evidence record, pass/fail decision, next action, and public-use boundary. | VAL-249 stays blocked until VAL-464 passes, and VAL-478 remains the next proof-path action. |
| Build the install packet | A Valdris, Utari, or future-client instance needs command center, board, RACI, cadence, and scorecard surfaces. | Install Packet Builder | VS-002 | Client Delivery Systems Lead | Install packet, client command center, board schema, OS Owner blueprint, proof snapshot, and Day 90 scorecard. | Do not claim install readiness from scaffold alone. VAL-250 remains scaffold-complete only. |
| Sync this into the app | A live operating truth needs an app surface, importer, registry, dashboard, or review queue. | App Sync Review | VS-003 / Weekly OS Review | Product Engineer | Code change, validation result, commit, Notion source map, Linear comment, and review state. | GitHub records implementation; Notion and Linear remain the live operating sources of truth. |
| Prepare weekly OS review | The weekly cadence starts or stale truth appears across Notion, Linear, GitHub, or the app. | Linear Reconciliation | Weekly OS Review | OS Owner / AI Ops Lead | Current truth, blocker list, next action, reconciliation queue, and approval questions. | Separate active proof gates from historical artifacts before changing statuses. |
| Handoff | From | To | Trigger | Required Package | Acceptance Check | Escalation | Proof Boundary |
|---|---|---|---|---|---|---|---|
| Sales to Delivery | Revenue Systems Operator | Client Delivery Systems Lead | A qualified client is ready for kickoff or proposal-to-delivery transition. | Qualified opportunity, offer scope, pricing terms, client context, proof-safe claims, access needs, and kickoff notes. | Delivery confirms scope, owner, first-value target, and client command center setup path. | Founder / CEO Boundary handles pricing, claim, scope, or legal conflicts. | No install-ready claim |
| Delivery to Product | Client Delivery Systems Lead | AI Product Operator | A client workflow needs route framing, MWP routing, acceptance criteria, or reusable pattern extraction. | Client problem, current workflow, desired outcome, users, constraints, source links, and proof requirements. | Product returns route card, acceptance criteria, owner map, and build/no-build decision. | OS Owner / AI Ops Lead resolves ownership and route conflicts. | Source mapped first |
| Product to Engineering | AI Product Operator | Product Engineer | A route, app surface, integration, automation, importer, or internal tool is approved for build. | Spec, acceptance criteria, source map, data model impact, proof constraints, test expectation, and repo target. | Engineering returns code, validation result, commit, implementation note, and unresolved risk list. | AI SRE / Platform Engineer joins for deployment, secrets, access, or runtime risk. | Validation required |
| Engineering to Platform | Product Engineer | AI SRE / Platform Engineer | A validated build needs deployment, environment work, monitoring, or access control. | Commit, build result, env needs, secret requirements, deployment target, rollback path, and monitoring signal. | Platform confirms deploy state, access boundary, logs/monitoring, and incident fallback. | Founder / CEO Boundary handles production-risk or access-risk decisions. | Deploy after validation |
| Engineering to QA | Product Engineer | Quality Enablement Lead | A build or install surface needs independent operator validation. | Test script, operator path, acceptance criteria, known constraints, source map, and expected evidence. | QA records pass, fail, or pass with caveats and returns remediation steps. | Founder / CEO Boundary handles disputed proof or unsafe claim pressure. | VAL-464 not passed |
| QA to Delivery | Quality Enablement Lead | Client Delivery Systems Lead | A proof gate or operator test produces a delivery-impacting decision. | Gate result, evidence, training gaps, remediation list, client-facing boundary, and next action. | Delivery updates install path, client cadence, and handoff language from the gate decision. | Founder / CEO Boundary decides public-use or readiness claims. | VAL-249 remains blocked until pass |
| OS Owner to CEO Pulse | OS Owner / AI Ops Lead | Founder / CEO Boundary | A weekly review, blocker, claim, capacity issue, or source conflict needs final boundary decision. | Current truth, blocker list, approval questions, recommended decision, and source links. | CEO Boundary returns approve, reject, park, or revise decision with a clear owner. | No higher internal escalation. Park unresolved risk. | Decision required |
| Proof to Public Surface | Founder / CEO Boundary | Revenue Systems Operator / Website | A proof-approved claim is allowed into a proposal, website, case study, or sales asset. | Approved claim language, evidence link, allowed audience, expiration or review date, and prohibited phrasing. | Public or sales surface uses only approved language and links back to the claim decision. | Founder / CEO Boundary owns final removal or revision decision. | VAL-232 controls public use |
| Surface | Gate | State | Evidence State | Allowed Use | Next Action |
|---|---|---|---|---|---|
| Tester selection | VAL-478 | Next action | No selected independent operator is recorded. | Internal proof-path routing only. | Select the independent operator tester and assign the run path. |
| Independent operator proof | VAL-464 | Not passed | No pass result is recorded. | Internal QA and remediation only. No install-ready claim. | Prepare and run the test after VAL-478 selects the tester. |
| Install readiness | VAL-249 | Blocked | Blocked until independent operator proof passes. | Internal delivery planning only. | Keep blocked until VAL-464 passes. |
| Public proof claims | VAL-232 | Blocked | Public claim bank is not approved. | No website proof, case study, public metric, client claim, or public-ready wording. | Classify claims and approve language before publishing. |
| Core asset kit | VAL-250 | Scaffold-complete only | Core assets exist, but install-ready proof is not approved. | Internal source artifact and build reference only. | Do not use scaffold existence as proof of install readiness. |
| Sales-call proof language | VAL-232 | Controlled | Sales-call-only wording requires claim classification. | Only approved, non-public language after claim review. | Route proposed language through Claim Approval before use. |
Valdris
Internal company operating packet for Valdris.ai foundation build, proof gates, and execution cadence.
- Owner
- OS Owner / AI Ops Lead
- Gate
- Review packet only. It does not make Valdris install-ready or public-proof-ready.
- Required Inputs
- Current truth, Linear project state, Operator Index, Command Center, role manuals, route map, proof gates, and approval log.
- Source Boundary
- Use Valdris company canon only. Client-specific evidence stays out of public proof until approved.
Generated Sections
Tester selection
- Operator
- OS Owner / AI Ops Lead
- Instruction
- Select the independent operator, confirm access path, and assign the run packet.
- Pass Criteria
- Tester is named, access boundary is recorded, and the test packet is assigned.
- Evidence Required
- Tester name, date, source map link, and assignment note.
- Boundary
- This is the next real proof-path action. No downstream test starts before this is done.
| Item | Type | Decision | Reason | Target Action | Owner | Approval State | Do Not Cross |
|---|---|---|---|---|---|---|---|
AI Team OS home Notion | Operator page | KEEP | Top-level entrypoint for the operating manual and current operator interface. | Keep as the live entrypoint and link active operator surfaces from the Command Center. | OS Owner / AI Ops Lead | Review | Do not bury the live home under archive or reconstruction notes. |
00 Command Center Notion | Operator page | KEEP | Live control surface for current truth, blockers, proof gates, and next action. | Keep current with VAL-478 as next action and proof blockers visible. | OS Owner / AI Ops Lead | Review | Do not point it back to stale VAL-246 routing. |
Operator Index Notion | Operator page | KEEP | Index is the spine for role, SOP, SkillCard, workflow, proof, and archive navigation. | Keep as the operator map and connect it to app surfaces without duplicating task state. | OS Owner / AI Ops Lead | Review | Do not treat index links as proof that every page is final. |
07 Install System Notion | Install canon | MERGE | Install system content should feed the Install Packet generator and proof path, not live as scattered drafts. | Merge reusable install packet content into the install canon and park superseded source notes. | Client Delivery Systems Lead | Review | Do not claim install-ready status from merged content alone. |
Reconstruction spine pages Notion | Source/history | PARK | Useful historical context, but not the live operator interface. | Park under Archive / History with links back to extracted live canon. | OS Owner / AI Ops Lead | Review | Do not delete reconstruction material or let it override current truth. |
VAL-250 Linear | Execution issue | KEEP | It records scaffold/core-asset completion and must stay bounded to that claim. | Keep as scaffold-complete only and reference from proof surfaces as non-install-ready evidence. | Product Engineer | Review | Do not relabel as install-ready proof. |
VAL-249 Linear | Blocked gate | KEEP | Install readiness remains blocked until independent operator proof passes. | Keep blocked and only revisit after VAL-464 has a valid pass decision. | Client Delivery Systems Lead | Review | Do not unblock before VAL-464 passes. |
VAL-464 Linear | Proof gate | KEEP | Independent operator test has not passed and controls downstream readiness. | Keep active and run through VAL-478 plus VAL-470 through VAL-477 sequence. | Quality Enablement Lead | Review | Do not mark passed from scaffold, docs, or app surface existence. |
VAL-478 Linear | Next action | KEEP | Tester selection is the next real proof-path action. | Keep as the current next action until the independent tester is selected and assigned. | OS Owner / AI Ops Lead | Review | Do not start downstream proof claims before tester selection is recorded. |
VAL-232 Linear | Public claim blocker | KEEP | Controls every public proof, case study, metric, client claim, and website proof surface. | Keep blocking public proof until claim bank classification and approval are complete. | Founder / CEO Boundary | Review | No public proof claims before VAL-232 passes. |
Duplicate draft pages Notion | Loose pages | MERGE | Duplicates create operator confusion when they contain partial versions of live SOPs or role docs. | Merge useful content into the canonical page, then park the source page under Archive / History. | OS Owner / AI Ops Lead | Approval required | Do not delete; do not merge without source map and approval row. |
Superseded Linear tasks Linear | Loose issues | CLOSE | Some older issues may be fully replaced by canonical foundation tasks or committed app surfaces. | Close only after linking the replacement issue, source map, and implementation comment. | OS Owner / AI Ops Lead | Approval required | Do not close active proof gates or blocked readiness issues. |
| Page / Area | Lane | Current Problem | Cleanup Action | Target Home | Owner | Approval | Boundary |
|---|---|---|---|---|---|---|---|
| AI Team OS home | Live operator interface | Can become a dumping ground if reconstruction notes and live navigation stay mixed. | Keep as the top entrypoint and expose only live operator links, current truth, and approved navigation. | AI Team OS home | OS Owner / AI Ops Lead | Review | Do not move, archive, or replace this page with a source artifact. |
| 00 Command Center | Live operator interface | Stale next-action references can overwrite the active proof path. | Keep current truth visible and point next action to VAL-478 until tester selection is recorded. | AI Team OS home / Command Center | OS Owner / AI Ops Lead | Review | Do not revive stale VAL-246 routing or mark proof gates passed. |
| Operator Index | Live operator interface | Index links can make rough pages look final if they are not labeled by lane. | Separate links into operator pages, source/history, proof gates, SOPs, SkillCards, and archive. | Operator Index | OS Owner / AI Ops Lead | Review | Do not use linked-page existence as readiness proof. |
| 03 Foundation / Rules / Primitives | Live canon | Rules, primitives, and historical rationale can blur together. | Keep current rules and primitives live; move extracted rationale into source/history links. | 03 Foundation / Rules / Primitives | OS Owner / AI Ops Lead | Review | Do not weaken VAL-232, VAL-249, VAL-464, VAL-478, or VAL-250 rules. |
| 04 Department Operating Systems | Live canon | Department pages can duplicate role manuals, SOPs, and workflow route cards. | Keep department ownership, workflows, cadence, and Mermaid diagrams; link role and SOP detail out. | 04 Department Operating Systems | OS Owner / AI Ops Lead | Review | Do not let department pages become task backlogs. |
| 05 Global Databases | Live canon | Database schemas and template rows can drift from the app and install packet surfaces. | Map each database to owner, purpose, source policy, and app/importer surface. | 05 Global Databases | OS Owner / AI Ops Lead | Review | Do not import rows without owner, route, status, and proof boundary. |
| 06 CEO / Executive Pulse | Live operator interface | Decision notes can sit outside approval and claim-control flow. | Keep CEO decisions, capacity calls, claim approvals, and escalation outcomes in one pulse lane. | 06 CEO / Executive Pulse | Founder / CEO Boundary | Review | Do not publish claim language without VAL-232 approval. |
| 07 Install System | Live canon / merge target | Install packet content can exist as scattered drafts instead of one controlled package. | Merge reusable install pack, intake pack, board schema, RACI, proof snapshot, and Day 90 scorecard into canon. | 07 Install System | Client Delivery Systems Lead | Approval required | Do not claim install readiness from merged install docs alone. |
| 08 Offer + Proof | Proof-controlled canon | Offer language and proof language can leak public claims before approval. | Separate offer copy, sales-call-only language, internal proof notes, and public-safe claims. | 08 Offer + Proof | Founder / CEO Boundary | Approval required | No public proof claim before VAL-232 passes. |
| 99 Archive / History | Archive | Archive rules are easy to skip when old pages still feel useful. | Use as the parking lane for reconstruction notes, superseded drafts, and extracted source artifacts. | 99 Archive / History | OS Owner / AI Ops Lead | Review | Do not delete source/history pages; park and link them. |
| Reconstruction spine | Source/history | Historical reconstruction can be mistaken for the active operator interface. | Extract useful rules, routes, diagrams, and SOP inputs into live canon; park the source pages. | 99 Archive / History | OS Owner / AI Ops Lead | Approval required | Do not let source/history override current Linear truth. |
| Loose duplicate pages | Cleanup queue | Duplicate drafts create competing versions of the same SOP, role manual, or install artifact. | Assign KEEP / MERGE / CLOSE / PARK, source-map useful content, then park or link the original. | KEEP / MERGE / CLOSE / PARK review table | OS Owner / AI Ops Lead | Approval required | Do not delete or move without approval. |
| Issue / Group | Current Truth | Drift Risk | Recommended Handling | Mutation Type | Owner | Approval State | Do Not Cross |
|---|---|---|---|---|---|---|---|
| VAL-250 | Scaffold/core-asset-complete only. It is not install-ready proof. | Can be misread as proof that the system is ready for operator install. | Keep current claim bounded, link to VAL-249 and VAL-464, and comment with scaffold-only language where needed. | Comment only | Product Engineer | Review | Do not convert scaffold completion into install-ready proof. |
| VAL-249 | Open and blocked until independent operator proof passes. | Can be unblocked too early if app surfaces or Notion pages look complete. | Keep blocked and only revisit after VAL-464 records a valid pass result. | Keep current | Client Delivery Systems Lead | Review | Do not unblock before VAL-464 passes. |
| VAL-464 | Independent operator test has not passed. | Can be treated as passed because the runner and test sequence now exist. | Keep active, attach the mock operator runner, and wait for evidence from VAL-478 plus VAL-470 through VAL-477. | Status + comment | Quality Enablement Lead | Review | Do not mark passed from docs, scaffold, or app UI existence. |
| VAL-478 | Next proof-path action: select the independent operator tester. | Can get buried under downstream test tasks. | Keep as the current next action until tester selection and assignment are recorded. | Keep current | OS Owner / AI Ops Lead | Review | Do not start proof claims before tester selection is recorded. |
| VAL-232 | Public proof claims remain blocked. | Website, offer, proposal, or case-study work can leak unapproved claims. | Keep blocking public proof and route claim language through approval. | Keep current | Founder / CEO Boundary | Review | No public proof claims before VAL-232 passes. |
| VAL-470 through VAL-477 | Mock operator test sequence is queued behind VAL-478. | Individual test rows can be marked passed without full evidence. | Keep queued, run in order, attach evidence, and feed the final decision into VAL-464. | Comment only | Quality Enablement Lead | Review | Do not use partial test success to unblock VAL-249. |
| VAL-246 | Stale next-action reference if it points operators away from VAL-478. | Can keep Command Center and Linear routing split across two next actions. | Park or close after confirming every live surface points to VAL-478. | Status + comment | OS Owner / AI Ops Lead | Approval required | Do not close until replacement links and source map are attached. |
| VAL-460 / VAL-462 / VAL-448 / VAL-449 | Related reconstruction or prep issues require source/history classification. | Can duplicate live app/operator surfaces or imply older proof state. | Map each to KEEP, MERGE, CLOSE, or PARK after comparing against current Notion and app canon. | No mutation | OS Owner / AI Ops Lead | Approval required | Do not close or relabel until the replacement surface is named. |
| VAL-465 through VAL-469 | Adjacent proof/setup issues need reconciliation against the mock operator sequence. | Can fragment the proof path outside VAL-478 and VAL-470 through VAL-477. | Park, merge, or link after confirming whether each issue is historical setup or active proof work. | No mutation | Quality Enablement Lead | Approval required | Do not create a second proof path outside the current sequence. |
| VAL-251 / VAL-252 / VAL-248 / VAL-247 | Older install, source, or proof-related issues require loose-issue classification. | Can keep legacy task language alive after canonical app and Notion surfaces exist. | Audit and assign KEEP, MERGE, CLOSE, or PARK with replacement links before any status mutation. | No mutation | OS Owner / AI Ops Lead | Approval required | Do not close active dependencies or source records without approval. |
| Artifact | Archive Lane | Extracted Canon | Status | Owner | Retrieval Rule | Boundary |
|---|---|---|---|---|---|---|
| Reconstruction spine pages | Reconstruction | Foundation rules, operator tree, department/role structure, proof path, and archive policy. | Park after extraction | OS Owner / AI Ops Lead | Retrieve only when a live page needs historical rationale or missing source context. | Do not let reconstruction text override current Notion and Linear truth. |
| Older handoff documents | Handoff history | Role handoff map, required handoff packages, escalation paths, and acceptance checks. | Park after merge | OS Owner / AI Ops Lead | Retrieve when a role or SOP handoff needs origin context or an edge-case exception. | Do not use older handoff language as a live SOP until it is merged into canon. |
| Daniel Miessler source notes | External source | Knowledge-work framing, AI-operator model, and company operating-system rationale. | Source reference | Founder / CEO Boundary | Retrieve for strategic framing, not for proof, client claims, or operational status. | External thought leadership is not Valdris proof and cannot bypass VAL-232. |
| Andrew Karpathy Obsidian/wiki notes | External source | Wiki-style knowledge structure, connected notes, and source-to-operator navigation pattern. | Source reference | OS Owner / AI Ops Lead | Retrieve when designing navigation, backlinks, source maps, and knowledge retrieval surfaces. | Do not treat inspiration notes as live Valdris canon without extraction. |
| YouTube/video research notes | External source | Supporting framing for AI team OS, operator interface design, and workflow bottleneck language. | Source reference | AI Product Operator | Retrieve only after the transcript or notes are source-mapped to a live task or SOP. | Do not use video summaries as proof claims or final operating procedure. |
| Duplicate SOP drafts | Superseded drafts | Final-draft SOP library entries and related route mappings. | Park after merge | OS Owner / AI Ops Lead | Retrieve when a final SOP needs a missing exception, metric, or handoff detail. | Do not keep multiple live SOP versions for the same process. |
| Duplicate role manual drafts | Superseded drafts | Role responsibilities, inputs, outputs, handoffs, escalation paths, and Mermaid diagrams. | Park after merge | OS Owner / AI Ops Lead | Retrieve when a role page needs missing accountability, boundary, or diagram context. | Do not let draft role pages become parallel operator interfaces. |
| Superseded Linear planning notes | Execution history | Replacement issue links, source maps, implementation comments, and final status rationale. | Reference only | OS Owner / AI Ops Lead | Retrieve when explaining why an issue was parked, merged, closed, or kept. | Do not reopen stale execution paths without a new approval row. |
| Client-specific source artifacts | Client source/history | Reusable patterns only after client-specific evidence is separated and approved. | Restricted source | Client Delivery Systems Lead | Retrieve only inside the matching client instance or approved reusable-pattern extraction. | Do not mix client-specific evidence into Valdris public proof or company canon. |
| Proof and claims source notes | Proof history | Claim classification, evidence links, public-safe wording, and blocked-claim decisions. | Proof-controlled | Founder / CEO Boundary | Retrieve only through the Proof Center or Claim Approval path. | No public proof claims before VAL-232 passes. |
| Protected Item | Source / Gate | Severity | Prohibited Action | Allowed Path | Owner | Release Condition |
|---|---|---|---|---|---|---|
| VAL-232 | Public proof lock | Hard block | Do not publish website proof, case studies, public metrics, client claims, or public-ready claim language. | Draft internal claim classifications and route language through Claim Approval. | Founder / CEO Boundary | VAL-232 passes with approved public-safe language. |
| VAL-249 | Install readiness lock | Hard block | Do not unblock, close, or call the system install-ready before independent operator proof passes. | Keep blocked, collect evidence, and wait for VAL-464 decision. | Client Delivery Systems Lead | VAL-464 records a valid pass result with sufficient evidence. |
| VAL-464 | Proof gate lock | Hard block | Do not mark passed from docs, app UI, scaffold completion, or partial test success. | Run the mock operator sequence and attach evidence from VAL-478 and VAL-470 through VAL-477. | Quality Enablement Lead | Full test run is scored as pass, fail, or pass with caveats. |
| VAL-478 | Next-action lock | Blocking | Do not bury, skip, or replace tester selection with downstream proof tasks. | Select the independent operator tester and record assignment evidence. | OS Owner / AI Ops Lead | Tester is selected, access boundary is recorded, and the run packet is assigned. |
| VAL-250 | Claim boundary | Blocking | Do not relabel scaffold/core-asset completion as install-ready proof. | Reference as scaffold-complete only and link to active proof gates. | Product Engineer | Independent proof path passes and readiness is separately approved. |
| Live Notion operator pages | Operator interface lock | Blocking | Do not move, archive, replace, or bury AI Team OS home, 00 Command Center, or Operator Index. | Update live links and source maps through approval-controlled edits. | OS Owner / AI Ops Lead | Nick approves a replacement operator interface and source map. |
| Source/history pages | No-delete lock | Blocking | Do not delete reconstruction notes, older handoffs, duplicate drafts, or historical source artifacts. | Park, link, source-map, and extract useful canon after approval. | OS Owner / AI Ops Lead | Source is extracted, linked, parked, and approved. |
| Utari/client-specific artifacts | Client boundary | Hard block | Do not merge client-specific evidence into Valdris company canon or public proof. | Keep inside the matching client instance or extract only approved reusable patterns. | Client Delivery Systems Lead | Reusable pattern is approved and client-specific evidence is removed. |
| Linear Done transitions | Approval row lock | Blocking | Do not move implementation issues to Done while the matching approval row is open. | Move to In Progress with implementation comment and wait for approval. | OS Owner / AI Ops Lead | Approval row is answered and locked. |
| Linear issue clusters marked for reconciliation | No-silent-mutation lock | Blocking | Do not close, cancel, relabel, or merge older issues without a source map and replacement link. | Draft mutation recommendations in Notion and wait for approval. | OS Owner / AI Ops Lead | Replacement issue, source map, and approval row are linked. |
| Public website/proof surfaces | VAL-232 publication lock | Hard block | Do not ship proof page, case studies, client logos, metrics, or install-ready language to the website. | Keep website proof content draft/internal and route every claim through Proof Center. | Founder / CEO Boundary | VAL-232 approves public-safe claim language before deploy. |
| Approval Log / Linear Mutation Drafts | Approval workflow lock | Blocking | Do not bypass approval rows, mutation drafts, or source maps for status changes and canon moves. | Create the approval row, source map, and mutation draft, then wait for the approval answer. | OS Owner / AI Ops Lead | Approval row is answered, locked, and linked to the mutation evidence. |
| Area | Owner | Required Control | Prohibited Action | Operating Action |
|---|---|---|---|---|
| Local development | AI SRE / Platform Engineer | .env.example tracks safe variable names; .env.local holds real local values and remains gitignored. | Do not commit .env.local, provider tokens, API keys, database URLs, or screenshots containing secrets. | Copy .env.example to .env.local, add local secrets there, and keep Windows User env vars outside the repo for Codex-only keys. |
| GitHub | Product Engineer | GitHub stores app source and review history, not runtime secrets. | Do not place secrets in commits, pull requests, issues, logs, exported packets, or public repo settings. | Use GitHub Actions secrets only for approved CI needs and keep the repo private until public release approval exists. |
| Vercel | AI SRE / Platform Engineer | Runtime secrets live in Vercel Environment Variables with Production, Preview, and Development scopes. | Do not put secrets in NEXT_PUBLIC_ variables or enable PUBLIC_PROOF_ENABLED before VAL-232 passes. | Use vercel env add for secrets, vercel env pull .env.local --yes for local sync, and keep SYNC_WRITEBACK_ENABLED=false until approval. |
| Rotation / leak response | OS Owner / AI Ops Lead | Any exposed secret is treated as compromised even if the exposed surface is later deleted. | Do not paste secret values into Linear, Notion, GitHub comments, screenshots, support tickets, or public proof packets. | Revoke, replace, update local/Vercel/CI storage, run validation, and record the rotation without exposing the value. |
| Event | Surface | Allowed Payload | Forbidden Payload | Purpose |
|---|---|---|---|---|
| page_view | Vercel Web Analytics | Default Vercel page-view telemetry only. | No secrets, client names, claim text, Linear issue bodies, Notion content, export payloads, or user-entered data. | Understand which operator surfaces are used. |
| markdown_export_copy | Markdown Export | Event name only. | No exported Markdown text, selected record contents, client names, proof claims, or API keys. | Measure whether operators copy canonical Markdown exports. |
| markdown_export_download | Markdown Export | Event name only. | No filename content beyond the static event name and no exported Markdown body. | Measure whether operators download canonical Markdown exports. |
| backup_export_copy | Backup / Export | Event name only. | No JSON backup body, source map content, client records, or secret values. | Measure whether operators copy backup JSON. |
| backup_export_download | Backup / Export | Event name only. | No JSON backup body, source map content, client records, or secret values. | Measure whether operators download backup JSON. |
| Signal | Capture Point | Severity | Route | Safe Payload | Forbidden Payload |
|---|---|---|---|---|---|
| app_error | Global app error boundary and internal monitoring event API | Blocking when it breaks an operator path; review otherwise. | Vercel runtime logs, Linear evidence comment, Notion source map when tied to a foundation task. | Event type, route or surface, sanitized error summary, deployment target, commit SHA, and request ID when present. | No secrets, API tokens, client/source bodies, claim text, exported content, raw stack traces, or personal data. |
| failed_import | Importer failure handling and sync run log | Blocking when source truth cannot be loaded; review when a non-critical source is skipped. | Sync run record, failed import report, Notion cleanup or Linear reconciliation queue. | Source system, failure kind, affected record count, retry option, and reconciliation state. | No imported page bodies, issue descriptions, credential fragments, client names, or private URLs beyond approved source links. |
| sync_issue | Sync log reconciliation result | Blocking when writeback, contradiction, or source drift can change operator truth. | Sync run record, contradiction detector, Linear mutation draft if a status change is proposed. | Source system, status, read/write counts, conflict count, reconciliation status, and source title when already approved for internal use. | No unapproved writeback payloads, raw diff bodies, hidden source text, or mutation execution without approval. |
| app_health | GET /api/health and deployment inspection | Blocking when production is down or protected paths fail outside expected auth-offline mode. | Vercel deployment status, Command Center monitoring panel, Linear implementation comment. | App name, environment label, health status, current hard gates, auth mode, public proof lock, and timestamp. | No environment variable values, user session data, provider secrets, proof claims, or source document contents. |
| Health Check | Target | Expected State | Owner | Escalation |
|---|---|---|---|---|
| Production root | https://valdris-ai-team-os.vercel.app | 200 OK and Command Center shell renders. | AI SRE / Platform Engineer | Create or update the active deployment issue with Vercel inspect link and rollback path. |
| Protected app route | /app | Authenticated app shell when Clerk is configured; 503 Auth env offline when Clerk env is intentionally absent. | AI SRE / Platform Engineer | Do not call this an app failure while Clerk env is intentionally offline; record it as auth dependency state. |
| Source import run | Notion, Linear, Markdown, GitHub importers | Every run emits sync status, read/write counts, reconciliation status, and failed import classification. | OS Owner / AI Ops Lead | Route failed source truth to the cleanup or reconciliation queue before any operator-facing claim changes. |
| Public proof lock | PUBLIC_PROOF_ENABLED and proof surfaces | Public proof remains disabled until VAL-232 passes with approved public-safe language. | Founder / CEO Boundary | Stop publication, revert unsafe copy, and record the claim violation under VAL-232. |
| Source | Role | Write Policy |
|---|---|---|
| Notion | Live operating manual and approval log | Draft updates only until approval locks are answered. |
| Linear | Execution tracker and proof gate state | Status changes stay explicit and commented. |
| GitHub | Application source and deployment reference | Private repo first. No corpus dump. |
| Vercel | Preview and production deployment target | Deploy after repo validation and env policy. |