# HANDOFF

**Last updated:** 2026-04-25 (mid-day, pre-restart)
**Branch:** master (no remote configured)
**Status:** scoping complete → portal in progress → restarting Claude Code to pick up newly installed PM skills

## In Progress

**Backlog page (`backlog.html`)** — paused mid-design.

The user flagged that my first pass was about to render raw `bd` engineering tickets as Trello cards, which is the wrong shape for a client-facing portal. The page should show **user-facing features** (the 10 advisor jobs-to-be-done from `index.html` section 3) — each card with status, phase tag, and a count of underlying `bd` tasks. The `bd` ticket list becomes a drill-down "engineering view".

This is the next thing to build after restart, ideally using `pop-define-jtbd-canvas` or `dp-jobs-to-be-done` skills to refine the user-feature names + `ph-execution-prioritization-frameworks` to inform the columns.

## On restart — do this first

1. **Verify skills loaded** — the Skill tool should now show ~172 new prefixed skills (`dp-*`, `pop-*`, `ph-<plugin>-*`, `ar-product-team-*`, `ar-business-growth-*`, plus `digidai-pm`)
2. **Read** `~/.claude/projects/-home-cuan-Code-kstack/memory/MEMORY.md` and the two feedback memories — they're load-bearing for how to behave on this project
3. **`bd ready`** to see what's pickable
4. **Resume backlog page** — see "In Progress" above

## Todo (ordered)

- [ ] Redo `backlog.html` as user-feature-shaped (NOT engineering tickets)
- [ ] Wire `data/backlog.json` regen script (`scripts/refresh-backlog.sh`) so client portal stays current with `bd` state
- [ ] Address Kristian's open decisions in `SCOPE.md` §2 (30 items; top 5 unblock everything)
- [ ] Draft formal product brief once decisions answered
- [ ] Address CTO-advisor questions (agents / IP / first-mover / "software meltdown" — clarify which incident)
- [ ] Quick read on Clearnomics + Exhibit A for the competitive matrix
- [ ] Decide build partner (Mosaic vs us)

## Done since last handoff

- Installed `bd` (beads) at `~/.bun/bin/bd`, initialised in this project (master branch, no remote). DB at `.beads/`. Project prefix `kstack`. ID format `kstack-<epic>.<n>`.
- Populated `bd` with 91 issues from `SCOPE.md` §1: 10 epics + 81 features. Labelled `area:*`, `phase:mvp1|mvp2|mvp3|later`, plus 2 `needs-decision` (B2 direct life-co feeds, F2 first CRM connector). 25 dependencies modelled. 66 ready.
- Built `feature-map.html` (now `index.html` candidate) with three top sections — Actors / High-level architecture / Advisor features (JTBD) — and detailed drill-down (architecture, full inventory, MVP roadmap) below. Served at http://localhost:4040/feature-map.html.
- Created shared `styles.css` (extracted design system) ready for the multi-page portal.
- Installed 5 PM skill bundles into `~/.claude/skills/`: `deanpeters-pm` (47, CC BY-NC-SA), `phuryn-pm` (65, licence not surfaced), `pop-pm` (39, **Apache 2.0** — commercial-safe), `alirezarezvani-skills` (PM/business-growth subset, 20), `digidai-pm` (1, CC BY-NC-SA). Total 172 skills linked with prefixes (`dp-*`, `pop-*`, `ph-<plugin>-*`, `ar-*`).
- Saved 2 feedback memories driving behaviour:
  1. **`feedback_decisions_are_yours.md`** — present trade-offs, never make cost/payoff calls unsolicited
  2. **`feedback_user_first_thinking.md`** — default to advisor's POV; engineering structure is drill-down only

## Important context for next session

- **Project name**: NSights (the product) by Kaben Advisory (Kristian's company). For Irish commission-led financial advisors. CPC March 2026 amendments are the forcing function.
- **Architecture confirmed**: 4 AI agents (Investment "Warren", Portfolio Builder, Compliance, Marketing) + Planning agent deferred. Deck-builder UX with persistent right-rail PowerPoint preview is the central UX pattern.
- **Latest commercial terms** (transcript supersedes pitch deck): €150k seed + €100k EI already secured · 15 paying pilots · target 100 firms in 18 months · €300k revenue. Ireland TAM €10M/yr. Global TAM €500M+.
- **Standard stack rules apply** (per `~/.claude/CLAUDE.md`): Next.js, Prisma, BetterAuth, Tailwind+shadcn, Postgres on Railway, Sentry, PostHog, Zod, bun. Don't introduce non-standard tools without flagging.
- **bd's project-level rules** (per `CLAUDE.md` and `AGENTS.md` at project root): use `bd` for task tracking — not TodoWrite/TaskCreate/markdown. Use `bd remember` for project knowledge. Auto-memory in `~/.claude/projects/-home-cuan-Code-kstack/memory/` is fine — it's per-account, not the project-root MEMORY.md that bd warns against.
- **HTTP server on port 4040** is detached from this shell — should survive the restart. If it doesn't: `python3 -m http.server 4040 --bind 127.0.0.1 &` from `/home/cuan/Code/kstack`. Port registered at `/home/cuan/Code/.ports`.
- **Portal will be hosted at `kstack.valuestack.io`** — Kristian's deployment, not ours. Files at project root get deployed.

## Files to know

- `SCOPE.md` — feature backlog, 30 outstanding decisions, MVP scope (3 phases, ~€240k against €250k budget)
- `feature-map.html` — current single-page portal (will become `index.html`)
- `styles.css` — shared design system
- `ref/` — all of Kristian's source material (decks, sample report, Excel, transcripts, video frames)
- `.beads/` — `bd` database

## What this session did NOT close

- Decisions for Kristian (30 items in SCOPE.md §2) — still all open
- The product brief itself — never started; gated on decisions
- Backlog page — designed and started, paused for re-shaping per user-POV rule