| Project | Track | Status | Priority | Owner | Due Date | SEGRID Status | Notes | Agent Queue | Hugo Validated | Hugo Validation Date | Hugo Notes | Christi Approved | Christi Approval Date | Approval Notes | Blocked Reason | Scope Locked | CW Project ID | CW Ticket | Client | Plan | Tasks | Daily Briefing Logs | Start Date | Target End Date | Current Phase | Budget Hours | Actual Hours | Hard Deadline | PendingDecisionFrom | BudgetPercentƒ | BudgetStatusƒ | HoursRemainingƒ | DaysUntilDeadlineƒ | DeadlineStatusƒ | DeadlineConflictƒ | TaskCountƒ | OpenTaskCountƒ | CompletedTaskCountƒ | DaysSinceLastActivityƒ | Agent Learnings | Parent Project | From field: Parent Project | Calendar | Client Activity Ledger | |
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| AdaptoHub: AdaptoMeetings | Christi Brown | — | AdaptoHub module. Meeting intelligence tool. SCOPE: TBD. Originally scoped pre-reset, deferred. Needs fresh scope review after AdaptoPolicy ships. TECH: Shared AdaptoHub stack (Next.js on Vercel, Clerk, Neon, Airtable, Claude API, Stripe). DOMAIN: adaptomeetings.com (owned, build deferred). BUILD ORDER: Later module. Not a near-term priority. | — | · | — | — | · | — | — | — | · | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | AdaptoHub | — | — | — | ||||||
| AdaptoHub: AdaptoTraining | Christi Brown | — | AdaptoHub module. Training content module. SCOPE: TBD post-reset. Likely IT training content, role-based learning paths, or compliance training for small IT teams. TECH: Shared AdaptoHub stack. DOMAIN: To be purchased (adaptotraining.com likely). BUILD ORDER: Later module. | — | · | — | — | · | — | — | — | · | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | AdaptoHub | — | — | — | ||||||
| Cotsen Foundation AI Assessment | Christi Brown | — | CW Project ID: 2673 Budget: 36h | Actual: 0.5h (1%) AI Assessment and Implementation. STATUS (2026-05-05): On track. Client signed off on plan and dates. Audit started, findings report due May 8. License upgrade needed (E3 to M365 for Azure P1) — meeting with CommAd to discuss. Training week of May 18-20 at 3:30 PM daily. Project wraps end of May. | — | · | — | — | · | — | — | — | · | 2673 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | ||||||
| NEST Pipeline Dashboard | Christi Brown | — | Internal tool: Project approval pipeline dashboard built on Vercel + Neon + Syncfusion. Replaces file-based documentation with Airtable-centric workflow. Features: Pipeline Kanban, My Decisions view, Active Projects with health gauges, Budget Watch charts, Gantt timeline, individual project detail pages. Backend: 8 Vercel serverless API routes, 5 Neon Postgres tables (automation_runs, project_snapshots, pipeline_events, alert_history, briefing_data), hybrid Airtable sync (webhooks for instant triggers, cron for calculated values). Frontend: Syncfusion React components. Repo: approval-pipeline (to be created). Miro board: https://miro.com/app/board/uXjVGmDqXXQ=/ | — | · | — | — | · | — | — | — | · | — | — | — | — | — | — | — | — | Scoping | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | ||||||
| Avalon Test Equipment: Claude Team Setup | Christi Brown | — | ⛔ ON HOLD (6/17/2026) per Christi - Avalon has OUTSTANDING UNPAID BILLS beyond this project. No further scheduling/work until current on ALL bills. Invoice #24042 (this project) IS paid (5/28); other Avalon AR is not. CW Project 2702 | Signed Quote #7514. Product = Claude TEAM (12 seats @ $25/user/mo; +$100/user upgrade tier for heavy users; ~half may need $100). One-time 8h/$1,760. NOTE: quote is labeled 'Enterprise' but the 6/17 call confirmed product = TEAM - flag to Chinkee to correct the quote. Scope (3 phases): (1) SSO Config w/ Microsoft IdP incl. provisioning+roles, (2) Connector Setup (Microsoft first; Avalon to send list, poss. Salesforce), (3) User Training (2 sessions, Thu/Fri). 6/17 was a PRE-PLANNING call; formal kickoff early July (pending inputs + payment). Determinations: IdP=Microsoft; admins=Vance Nygard + Michael McIlhon; 12 seats; billing direct, card only at go-live; licensing via Anthropic, client owns user mgmt. SEPARATE project: 'Jimbo 9000' + VM hosting (own quote; +~2h VM; Avalon to email scope to Christi/Mike/Julia). Contacts: Vance Nygard (primary, vnygard@avalontest.com), Michael McIlhon (billing). AM: Mike Yasuma. PM: Christi Brown. Plan: AI Project/Avalon-2702-Claude-Team-Setup-Project-Plan-v2.md. | — | · | — | — | · | — | — | — | · | 2702 | — | Avalon | — | — | — | — | Jun 30, 2026 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | ||||||
| Counted Doors Code Review Fixes | Christi Brown | — | Code review findings from Steve (April 2026). Prioritized fix list: HIGH IMPACT: 1. Unify admin auth — delete ADMIN_EMAILS from 3 files, use role-based admin.ts (1 hr) 2. Gate/remove debug endpoints — debug-env is UNAUTHENTICATED (30 min) 3. Fix Google Fonts — replace @import with next/font/google for LCP (1 hr) 4. Wire favorites toggle — UI exists, API exists, not connected (30 min) 5. Wire Recently Added dashboard section — hardcoded empty placeholder (30 min) MEDIUM IMPACT: 6. Add missing DB indexes on 4 hot query paths (30 min) 7. Switch useResources to TanStack Query (already installed, unused) (2 hrs) 8. Convert User.subscriptionStatus to Prisma enum (30 min) 9. Fix sidebar active state — use startsWith() not exact match (15 min) 10. Wire AI usage logging to CD_ai_usage table (30 min) LOWER IMPACT: 11. Add security headers to next.config.ts (30 min) 12. Add skeleton loading states (2 hrs) 13. Update CLAUDE.md — describes old Azure architecture (1 hr) 14. Add smoke tests for Stripe webhook + subscription check (3 hrs) 15. Wire handleCheckoutCompleted in Stripe webhook — currently no-op (30 min) DB: 25 tables with CD_ prefix. CD_resources(110), CD_blog_posts(128), CD_categories(17), 22 other tables empty. 18 of 25 tables have zero rows. Missing indexes on 4 paths. AI usage table never written to. Graphics, template, and mentor tables exist with no admin UI. Vercel: choresteps-1dud appears to be a duplicate project — investigate. | Set Clerk admin role on your user for ChoreSteps/Counted Doors | · | — | — | · | — | — | — | · | — | — | — | — | — | — | — | — | Proposed | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | ||||||
| AdaptoHub | Christi Brown | — | AdaptoHub is the core product platform under AdaptoIT LLC. Umbrella that every AdaptoIT-branded module lives under. Users sign up once, access every module they have entitlements to. HIERARCHY: - AdaptoIT LLC (parent legal entity) - AdaptoHub (this project, core platform, adaptohub.com) - AdaptoPolicy (module) - AdaptoMeetings (module) - AdaptoKnowledge (module) - AdaptoSecret (module) - AdaptoExpenses (module) - AdaptoTraining (module) - AdaptoInbox (sibling at adaptoinbox.com, not a module) - ChoreSteps, Counted Doors (separate products) SHARED PLATFORM: - Auth: Clerk (single instance across all module domains) - Payments: one Stripe account for the whole platform - Data: two-tier — AdaptoIT Airtable base for ops/content, Neon Postgres for app data across all sites - Hosting: Vercel (per-module project) - AI: Claude API DEPLOYMENT: Polyrepo. Each module is its own GitHub repo + Vercel project + domain. Shared concerns (auth client, design system, Neon access, Stripe integration) go in a shared internal package. POSITIONING: General IT market, not MSP space. In-house IT leaders and operators at mid-size companies. BUILD STATUS (2026-04-17): v1 wiped 2026-04-16. Fresh repo placeholder at OneDrive - AdapToIT/03_Projects/adaptohub/. Parent project for orchestrating the full platform build. Child projects track each module. See Miro board for current scope: https://miro.com/app/board/uXjVGl-5h10=/ | AdaptoHub: next module build order — recommend AdaptoKnowledge, need your scope sign-off | · | — | — | · | — | — | — | · | — | — | — | — | — | — | — | — | Planning — Scope reset complete, awaiting module build order decision | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | AdaptoHub: AdaptoExpensesAdaptoHub: AdaptoKnowledgeAdaptoHub: AdaptoPolicy+3 | — | — | ||||||
| AdaptoHub: AdaptoSecret | Christi Brown | — | AdaptoHub module. Credential management with a freemium two-tier model. === M0 SCAFFOLD COMPLETE (2026-04-19, Nigel) === Local repo: C:\Users\Christi\OneDrive - AdapToIT\03_Projects\adaptosecret\ GitHub repo: https://github.com/TheOtherChrisBrown/adaptosecret (private, created under Christi's gh CLI auth; repo shell exists, commits not yet pushed) Vercel: linked to Christi's Vercel team (projectId prj_eitUqF6gkRt5q3PPJKW3j3RIusDI) under her vercel CLI auth Scaffolded: Next.js 14+ / TypeScript / Tailwind (AdaptoIT brand colors wired) / App Router / src/ layout / Jost + Inter fonts. Next.js security headers baseline (HSTS, CSP, X-Frame-Options, Referrer-Policy). API route stubs (POST/GET /api/secrets, GET /api/secrets/[id], /api/cron/purge with CRON_SECRET check, /api/health). Vercel cron configured every 15 min. GitHub Actions CI (lint + typecheck + build on PR). Dependabot weekly. Dependencies pinned: @neondatabase/serverless 0.10.4, @upstash/ratelimit 2.0.5, @upstash/redis 1.34.3. Schema migration staged at migrations/0001_init_secrets.sql (not yet run). README, CURRENT-STATUS, SECURITY.md in place. 7 clean commits. === M1 ENVIRONMENT PROGRESS (2026-04-19) === - Neon Postgres provisioned. Connection string in .env.local. Database: neondb on ep-old-butterfly-akm9ptet in us-west-2. DONE. - CRON_SECRET generated and written to .env.local. DONE. - NEXT_PUBLIC_SITE_URL defaulted to http://localhost:3000 for dev. DONE. === PENDING FOR M1 START === - git push -u origin main (needs gh auth refresh -s workflow first due to .github/workflows/ci.yml requiring workflow scope) - Upstash Redis provisioning (console.upstash.com/redis), copy REST URL + token to .env.local - Run migrations/0001_init_secrets.sql against Neon to create secrets table - Add Neon DATABASE_URL + CRON_SECRET to Vercel env for preview/prod deploys (not strictly needed until Vercel preview deploys are wanted) === DEFERRED TO M4 (PRE-LAUNCH, NOT PRE-SCAFFOLD) === - Point adaptosecret.com DNS at Vercel (A @ 76.76.21.21, CNAME www cname.vercel-dns.com) - Add adaptosecret.com as a custom domain in the Vercel project - HSTS preload list submission - Flip NEXT_PUBLIC_SITE_URL to https://adaptosecret.com - Publish privacy policy, ToS, Acceptable Use (Percy's compliance gap) - Legal review of intermediary liability (Section 230 and EU DSA) - Third-party security audit (Cure53 / Doyensec / Trail of Bits, $5-15K) - Argon2id parameter benchmarking on real devices === ORIGINAL SCOPE (preserved) === FREE TIER — One-Time Share (OneTimeSecret functional parity): - Paste a secret (password, API key, note) into a form - Generate a self-destructing link that works for one view OR a set time window - Receiver opens link, sees the secret once, link dies - End-to-end encrypted: server never sees plaintext, only the encrypted blob - No account required to send or receive - Optional: require passphrase on open, expiration overrides - Acquisition funnel — IT/MSP folks find AdaptoHub because they need to share a password securely once, then stick around for the vault PAID TIER — Persistent Vault (Phase 2): - Account-backed credential storage - Cross-device sync (desktop/mobile/web) - Browser extensions (Chrome, Edge, Firefox, Safari) - CLI for devs and agents (first-class, not an afterthought) - Sharing between vault members (family, team) - Trusted device management - Audit log - Self-hostable option for privacy-sensitive customers - MSP multi-tenant mode AGENT-FIRST FEATURES (Phase 3, the real differentiator): - REST/GraphQL API for AI agents to retrieve credentials programmatically - Per-agent scoped tokens, just-in-time secret retrieval, short TTLs - MCP server included so any Claude-based agent can 'get-secret' natively DOMAIN: adaptosecret.com (owned, not yet bound to Vercel — M4 task). TECH: Shared AdaptoHub stack. RENAMED 2026-04-17 from 'AdaptoSecrets' (plural) to 'AdaptoSecret' (singular) to match domain and Miro docs. | AdaptoSecret M2 QA: log hygiene FAIL — secret IDs in plaintext logsAdaptoSecret M2 QA: rate limit prefix mismatch on POST endpointAdaptoSecret M2 QA: Neon DB unreachable — 5 tests blocked+6 | ✓ | Apr 19, 2026 | Hugo Conditional Pass (2026-04-19). Plan is strong enough to scaffold against. 6 conditions must be resolved before Status = Active (launch-ready): define Phase 1 success criteria, break out Phase 1 effort estimate from 400h combined budget, resolve consumed_at lifecycle (null ciphertext on consume, purge metadata after 24h), drop notify_email from Phase 1 or document abuse mitigation, clarify Argon2id WASM dependency, add GET rate limit to /api/secrets/{id}. 4 watch items (not blockers): intermediary liability legal position, Crimson client data-handling boundary, security audit firm selection ($5K-15K crypto-focused review via Cure53/Doyensec/Trail of Bits), Argon2id OWASP floor (m=19MB t=2 p=1). Full review in Plan record rec1mqhk9depLFAN8 Hugo Notes field. | ✓ | Apr 19, 2026 | Approved for Active status 2026-04-19. Hugo Full Pass on Plan (all 6 conditions resolved). Complete documentation package in SOPs & KBs: Compliance Mapping (Percy, In Review — ToS/privacy/DPIA/audit are pre-launch gaps), Product Overview (Nigel, Published), Operational Runbook (Nigel, Published), Security Controls & Threat Model (Vector, Published). Phase 1 estimate: 96h (Segrid). Scope locked. Proceed to scaffold. | — | ✓ | — | — | — | AdaptoSecret — Product Plan | — | — | Sep 1, 2026 | Mar 31, 2027 | M4 Polish/Launch (Hugo Conditional Pass 2026-04-25, kickoff 2026-04-26) | 400 | 57.25 | — | — | — | — | — | — | — | — | — | — | — | — | AdaptoHub | — | — | — | ||||||
| AdaptoInbox: Phase 2 | Christi Brown | — | Phase 2 features building on successful beta: Calendar Integration (add meetings, deadlines, follow-ups to Google Calendar/Outlook), Safe Unsubscribe (handles marketing senders that also send transactional mail), Calendar Color Coding (Outlook-based by meeting type), Mobile-Optimized View (responsive follow-up and training interfaces). Depends on successful beta completion by August 31, 2026. | — | · | — | — | ✓ | Apr 12, 2026 | Pre-approved alongside Beta Phase. Kicks off Sep 1, 2026 per original timeline. | — | · | — | — | — | — | — | — | Sep 1, 2026 | Dec 15, 2026 | Phase 2 (planned, not in beta) | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | ||||||
| Q2 Rock #6: Automation Roadmap | Christi Brown | — | CW Project ID: 2441 Budget: 0h | Actual: 0h Q2 quarterly rock for automation team roadmap documentation. AT RISK: No hours budgeted and no hours logged. Needs budget allocation and work to begin if this is a Q2 deliverable. | — | · | — | — | · | — | — | — | · | 2441 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | ||||||
| Alere Property Group - 2026 Active Workstreams | Christi Brown | — | Parent project record for Alere Property Group LLC (CW Company ID 20431, Emerald MSSP tier, Newport Beach CA). Created 2026-05-05 from CW snapshot + OneDrive file inventory + 1/21 meeting transcript. Key contacts: Michael Cushing (CEO), Kenny Yoon (CFO), Daniel Webb (VP), Suzanne Lui (Office Mgr). Service agreements: Managed IT Enterprise Level Plan (active since 1/16/2023), 3rd Party Cloud Services (active since 3/10/2023). Renewals due Q1 2026 - both 3+ years old. CW state at snapshot: 13 open service tickets, 2 active projects (P2695 Copilot Readiness, P2672 mDNS - 100% pending close), 17 closed projects, ~265h billable / 126h non-billable in last 90 days. ITGlue Org 6733754 (73 configs, 37 credentials, Documentation Health 9/10). See linked Task rows for done / in-progress / pending breakdown across all workstreams. | — | · | — | — | · | — | — | — | · | P2695, P2672 | — | Alere | — | ALERE-025ALERE-027ALERE-019+9 | — | Jan 1, 2026 | Dec 31, 2026 | Active vCIO oversight | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | ||||||
| Alere LLC - Copilot/M365 Security + Enablement | Christi Brown | Jul 3, 2026 | === TRAINING DELIVERED (2026-07-16 correction after transcript sweep) === Pilot training lecture DELIVERED 7/8/2026: 'Microsoft 365 Copilot Training with Workflow Automation and Best Practices' (full transcript in Alere/Meeting Transcripts/). Follow-up consultation 7/9: 'Copilot Training Rollout and Power Automate'. Time logged both days. Weekly project meetings are THURSDAYS 11:30 AM (7/16 held, next 7/23). Remaining: post-pilot rollout to the broader 45-license population, recordings/reference materials distribution, project closeout (CW est. close 7/31). === LIVE STATUS (synced from CW 2026-06-29) === - CW % complete: 33.65% | Actual hours logged: 40.62 (~40% of $30,800 fixed-fee budget consumed) - Schedule: 5/4/2026 -> scheduled end 7/3/2026 (extended from original 6/4; CW est. close 7/31) - PHASE 1 (Security / Tenant Readiness): COMPLETE - all 13 items (1.1-1.13) closed: sensitivity labels, DLP for AI, audit log, Graph + service principal audits, external sharing, Purview compliance, retention, Global Relay journaling validation, Conditional Access, identity lifecycle. - PHASE 2 (License Activation + Pilot): licenses FINALIZED 6/18. Pilot roster (6+1): Colin, Mark R., Jolie, Daniel, Sam, Giancarlo Foppiano (Exec Sponsor + TPO) + Christi embedded. - SKU FLAG RESOLVED: Copilot licenses finalized 6/18 per CW ticket 946106; additional Christi pilot seat + new-user rollout tracked on CW ticket 952862. - PM continuity: Paula is go-forward PM (Julia departed end of June 2026). === ORIGINAL SCOPE / REFERENCE (as of kickoff) === CW Project ID 2695 - Microsoft 365 Copilot Readiness and Deployment. Quote 7522, Sales Order 2421. Signed 5/1/2026 by Giancarlo Foppiano. Client: Alere Property Group LLC (CW Company ID 20431). FOR-PROFIT entity. Billing: 100 Bayview Circle, Suite 6000, Newport Beach CA 92660. T: 949-509-9002. License tier: M365 E5 (assumed all in-scope users). User count: 45 Copilot licenses. Pricing: One-time $30,800 + Monthly $1,350 (45 x $30/mo). Engagement driver: March 2026 external M365 security assessment; Crimson executing security + governance remediation. Client contacts: Kenny Yoon (CFO/billing, kyoon@alerellc.com); Giancarlo Foppiano (Exec Sponsor/TPO, gfoppiano@alerellc.com); Daniel Kubov (Dir. of Accounting). Crimson team: Christi Brown (vCIO + PM); Mike Yasuma (Account Manager); Aivee Salvame (Sales); Gabby Ortiz (Microsoft engineer). All work REMOTE. Teams channel: Alere Property-2695-MS 365 Copilot Readiness. Existing env: Global Relay journaling in place; Intune compliance + app protection deployed. Second project P2672 (mDNS) - pending close. | — | · | — | — | · | — | — | — | · | 2695 | 941920,941921 | Alere | — | Alere: pilot training DELIVERED 7/8 (task closed 7/16 - was created on stale data) | — | May 4, 2026 | Jul 3, 2026 | Phase 2 - Pilot training DELIVERED 7/8; post-pilot rollout + closeout | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | ||||||
| Barker Pacific Group: Claude Teams Implementation | — | — | Claude Teams implementation for Barker Pacific Group (created 2026-07-16 during capture sweep — CW work existed with NO Airtable record). KICKOFF 7/9 (CW #952496; recap sent by Julia Kronfli 7/13): - Client stays on Claude TEAMS (not Enterprise) for this engagement. - Scope: SSO, Microsoft 365 integration, connector configuration, user training. - Integration targets discussed: Microsoft 365, Yardi, other business apps (automation of repetitive processes). - AI governance, security controls, adoption strategy in scope. - Training: multiple live sessions + recordings + reference materials. NEXT STEPS — Crimson: configure SSO + M365 integrations; AI governance recommendations + draft AI usage policy guidance; send training materials/reference guides/proposed agenda; complete connector config once access provided. NEXT STEPS — Barker: temp licensed Claude account for config (Julius invited citsadmin@barkerpacific.com 7/15, invite PENDING acceptance — Christi 7/14: 'we will use our Admin account'); licensing strategy + training roster; priority workflows for implementation. Contacts: Julius Yi (Controller, jyi@barkerpacific.com, 925-510-1958), Will Dickinson. Crimson: Julia Kronfli (PM), Vincent Kao, George Donato, Christi. Note: 'Elimination of vulnerabilities' over-budget alerts (#941734/38/51/62) are a separate security workstream, not this project. | — | · | — | — | · | — | — | — | · | — | 952496 | Barker Pacific Group | — | — | — | — | — | Post-kickoff - admin access + training prep (training targeted wk of 7/20) | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | ||||||
| Irongate AI and Automation | Christi Brown | — | CW Project ID: 2445 Budget: 300h | Actual: 50.18h (17%) AI and automation engagement for Tom King at Irongate. ON TRACK: Early stages, healthy budget runway. | — | · | — | — | · | — | — | — | · | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | ||||||
| Maverick Gaming: IT Security Assessment | Christi Brown | — | Kickoff: 2026-05-06. 4-6 week assessment. Second major engagement with Maverick. First was a security investigation around Jeff Seery account in March 2026 (folder Maverick Gaming - Shared/Reports/M365-Audit-2026-03-19/ has 100+ artifacts). CRIMSON ROLE: Same toolkit as Foothill applies - read-only Microsoft Graph app registration approach, plus on-prem AD scripts. Pete commented Jason needs hand-holding through this; Christi previously pulled the data herself for prior audits. GAMING LICENSING: 2 Crimson team members have Colorado licenses, Anzor applied for Nevada (~30-day turnaround per Ross). Washington open without license. Nevada will require shoulder-surf with Ross until Anzor's license arrives. KEY CONTACTS: Ross (Director of IT, primary point of contact), Jeff (executive, was subject of March investigation), Anselm (additional Maverick contact). CRIMSON TEAM: Pete (COO), Anzor (CEO), Christi (CIO/mentor), Jason (vCIO/lead), Anton (Security Manager), Segrid Bucagan (PM). PHASES (per 5-06 kickoff): - Phase 1: Kickoff + info gathering (W1) - Phase 2: Site assessments (Washington start) - Phase 3-4: Colorado + Nevada (license-gated) - Phase 5: Cloud + M365 assessment (W2-3) - Phase 6: Analysis + reporting - Phase 7: Review sessions APPROACH: Send updated questionnaire to Ross, he fills out and returns. Cisco VPN + username for tool access. Read-only via app reg or remote session for verification. NUC shipment + standard Crimson assessment process. ROSS UNAVAILABLE: Wednesday next week (knee surgery - torn meniscus). NEXT STEP: Segrid sends updated questionnaire to Ross. Jason + Anton coordinate technical access in 1:1 with Ross. Gabby + Kevin already known to Ross. FOOTHILL PARALLEL: Same toolkit, same approach. Both assessments running in parallel. Toolkit lives in `3 - Clients and Projects/Foothill Family/Scripts/` and `Pre Assessment Documents/`. CONSIDER: refactor toolkit to a central location once both are running so updates apply to both. | — | · | — | — | · | — | — | — | · | — | — | — | — | — | — | — | Jun 17, 2026 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | ||||||
| SCHARP Interim Managed IT Agreement | Christi Brown | — | CW Project ID: 2638 Budget: 35h | Actual: 90.12h (257% over budget) SCHARP managed services transition. STATUS (2026-05-05): On track except MFA, which was intentionally pushed to May 15 due to SCHARP outreach events. MFA approach: Windows Hello for Outlook and desktops (HIPAA-aligned). Computer upgrades: 7 Bixby machines remaining, doing 1-2 per week intentionally. | — | · | — | — | · | — | — | — | · | 2638 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | ||||||
| DTLA Alliance: Claude Team Setup | Christi Brown | — | CW Project ID: 2684 Claude Enterprise team setup for DTLA Alliance. STATUS (2026-07-16, corrected after full transcript sweep): Claude app push COMPLETE. Kevin Thomas's 7/9 request (12 named workstations only) was executed by Christi via RMM automation on 7/13 (transcript: DTLA Alliance/Meeting Transcripts/07-13 Automation Push Governance). Targeting corrected live — deselected Conference, iFlores, Corporal, S. Holley. Kevin-MacPro (K. Begovich) installed manually, client-confirmed 7/13. MASHKENASI-2023 retriggered 7/13 and monitored. OPEN QUESTIONS: (1) SHOLLEY-2023 was on Kevin's written list but deselected on the call — confirm intentional. (2) Optional courtesy 'complete' reply to Kevin's 7/9 email. Process gap noted 7/13 call: RMM automation push has no cancel/rollback once running and no uninstall script — candidate governance item for Crimson internal. STATUS (2026-05-05): Tabletop debrief report going out this week. Claude project starting next week after client signs off on tabletop deliverable. Contact: Kevin Thomas (confirmed 5/4 call). Full notes on CW project ticket #947224. | — | · | — | — | · | — | — | — | · | 2684 | 947224 | — | — | DTLA: Claude app push executed + verified 7/13 (task closed 7/16)Follow up with Kevin Thomas (DTLA) — Claude Enterprise kickoff + SSO green light | — | — | — | Claude app deployment COMPLETE (7/13) - closeout/governance phase | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | ||||||
| AdaptoInbox: Phase 3 | Christi Brown | — | Future phase features: Lightweight Relationship Tracking with alerts (e.g. no response in 14 days), Slack/Teams Priority Alerts for high-importance emails. Depends on Phase 2 completion by December 15, 2026. | — | · | — | — | ✓ | Apr 12, 2026 | Pre-approved alongside Beta and Phase 2. Kicks off Jan 1, 2027. | — | · | — | — | — | — | — | — | Jan 1, 2027 | Mar 31, 2027 | Phase 3 (future) | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | ||||||
| DTLA Alliance DR/Policy Package (May 19 delivery) | Christi Brown | May 19, 2026 | Tabletop ran 4/29. Recap email sent 4/30. Kevin provided updated IRT contact list 5/4. Christi committed 5/6 to deliver final tabletop 'tomorrow' — slipped, recovering this week. Four policy docs already drafted 5/6 (IR Plan, IT AUP, Info Sec Policy, BC/DR Plan). Tabletop v2.1 docx exists, needs cover version fix + exec summary gap count fix before sending. May 19 = hard delivery date to Suzanne Holley. Mapped to NIST CSF 2.0, NIST SP 800-61 r2, NIST SP 800-84, CIS v8. | — | · | — | — | · | — | — | — | · | — | 938856 | DTLA Alliance | — | DTLA-POL-001DTLA-CLD-001DTLA-POL-003+3 | — | Apr 29, 2026 | — | Review and finalize (most drafts exist as of 5/6) | — | — | May 19, 2026 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | ||||||
| AdaptoHub: AdaptoPolicy | Christi Brown | — | AdaptoHub module. IT policy, checklist, how-to guide, tabletop exercise, risk assessment, and runbook generation. First module built under the AdaptoHub reset. === BUILD STATE (2026-08-09, one-day build) === Local repo: C:\Users\Christi\OneDrive - AdapToIT\03_Projects\adaptopolicy\ GitHub: https://github.com/TheOtherChrisBrown/adaptopolicy (private, 10 commits) Vercel: project 'adaptopolicy', production deploy READY behind deployment protection (dev-in-prod per AdaptoSecret precedent). adaptopolicy.com DNS NOT bound — M4, own Hugo gate. DB: adaptopolicy schema on shared AdaptoShared neondb; 53-template catalog seeded; migrations tracked in adaptopolicy.schema_migrations. Verification: lint/typecheck clean, 47/47 tests, 15-route build, 0 npm vulnerabilities. M0 scaffold GREEN (~4h) · M1 data+engine GREEN (~12h) · M2 UI GREEN (~8h) · M3 tiers/landing/deploy GREEN (~4h) · M4 HELD. STACK AS BUILT: Next.js 16.3.0 / React 19 / Tailwind v4 (adaptosecret conventions; next+vitest bumped past reference pins to clear all npm audit advisories), Neon (shared), Claude API claude-sonnet-5 (env-gated), Clerk deferred (auth seam in src/lib/auth.ts, dev bypass), Stripe env-gated with REAL webhook handlers, in-process DOCX/HTML/MD export (SyncFusion dropped — V1 was posting customer docs to SyncFusion's public demo server). V1 BUGS — ALL ROOT-CAUSED AND FIXED IN REBUILD: tier recognition (V1 had NO auth; USER_TIER='free' hardcoded in 6 files + === checks + dead Stripe webhooks) → centralized entitlements module w/ hierarchy comparison, server-enforced, 27-test matrix. 35-of-53 unreachable templates (seed-key/prompt-key mismatches) → single DB catalog + generic builder fallback, every template generates. Company autofill + placeholder leaks → global replaces + leftover assertion + validator check. Formatting degradation → per-type system prompts + anti-slop validator with regenerate path. BLOCKED ON CHRISTI (Agent Queue): recF9vt3Evrb5u01N key rotation + fresh ANTHROPIC_API_KEY (blocks live generation smoke matrix — the ONLY untested exit criterion), rec05xr5qTkOop9S0 Clerk instance decision, recMGxJDhVEcWzYtF voice confirmation. M4 CHECKLIST (held): fresh keys in env; wire Clerk (one file: src/lib/auth.ts); REMOVE AUTH_DEV_BYPASS from Vercel Production; Stripe products + price IDs; run 53-template smoke matrix; legal pages; adaptopolicy.com DNS; separate Hugo gate before DNS go-live. DOMAIN: adaptopolicy.com (owned). ORIGINAL V1 BUG LIST (photographic record, pre-wipe): tier recognition bug (Enterprise showing Free policies), AD User Management generation failure, Backup/DR formatting degrades, AUP company autofill broken, storage limit displaying wrong tier. Root cause confirmed systemic — see above. | AdaptoPolicy HUGO COND 1: rotate exposed V1 policygenerator keys + provide fresh ANTHROPIC_API_KEYAdaptoPolicy HUGO COND 2: Clerk instance — create AdaptoHub shared app or approve deferralAdaptoPolicy: confirm document voice split (prose policies vs structured operational docs) | · | — | Hugo Conditional Pass 2026-08-09 on Phase 1 plan (reczYlodUBHDJC3QU). 7-point gate passed; 80h budgeted across M0-M4; MSP mode explicitly out of scope; Crimson conflict flagged, no block. Condition 1: rotate exposed V1 policygenerator keys before M1 touches Anthropic/Stripe APIs (Agent Queue). Condition 2: Clerk instance decision before M2 (Agent Queue; deferral option taken for now). M4 public launch held for its own gate. Approved for execution; build started same day per Christi's direct instruction. | · | Aug 9, 2026 | Christi directed the build 2026-08-09 ('use up credits today — start with AdaptoPolicy and build it out'). Hugo gate run same day: Conditional Pass, GO for M0. Conditions tracked in Agent Queue; neither blocks scaffold. | — | · | — | — | — | AdaptoPolicy — Product Plan | — | — | Aug 9, 2026 | Oct 31, 2026 | M4 Launch-prep HELD (M0-M3 closed GREEN 2026-08-09; deploy live behind protection; blocked on key rotation + Clerk decision) | 80 | — | — | — | — | — | — | — | — | — | — | — | — | — | AdaptoHub | — | — | — | ||||||
| AdaptoInbox: Beta Phase | Christi Brown | — | Conversational AI email assistant SaaS. Beta phase covers: Inbox Connection (Gmail OAuth 2.0, Microsoft 365 MSAL), Conversational Onboarding, AI Categorization (10 default categories, custom categories, 2-3 min processing), Folder/Label Routing with processing log dashboard, Follow-Up View (sender, subject, days waiting, snooze, mark done), Ongoing Chatbot Training (retroactive + forward rule application), and Beta Testing Program. Goal: 5-10 connected inboxes within 3 weeks of build start. Success: 80% categorization accuracy after 7 days, 3+ users complete chatbot training. Known prospects: Josh Sims + March 20 demo contact. Free for beta testers. Pricing post-beta: Starter $12/mo, Pro $24/mo, Team $18/user/mo. Stripe billing. 14-day free trial, no CC required. | AdaptoInbox chat training backend is the main beta gapAdaptoInbox Beta: end-of-session handoff 2026-04-13 | ✓ | Apr 11, 2026 | Full 7-point gate passed 2026-04-11. Plan linked, stack documented, 225 hours budgeted, scope boundaries explicit, 4 milestones set, 6 risks logged, displacement stated. Crimson conflict flagged for record -- email infrastructure overlap noted, no block. Approved for execution. | ✓ | Apr 11, 2026 | Pre-approved by Christi before going to bed. Instruction: if Hugo approves, start the build. | — | ✓ | — | — | — | AdaptoInbox Beta Completion - Restart | Ongoing Chatbot TrainingStripe billing integrationHybrid cron schedule (vercel.json)+5 | — | Apr 15, 2026 | Aug 31, 2026 | Beta Phase | 225 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | ||||||
| Anderson Real Estate: Claude Team Setup | Christi Brown | — | CW Project ID: 2692 Claude AI team setup for Anderson Real Estate. STATUS (2026-05-05): New project confirmed in 5/5 Power Query meeting. No notes yet — engagement just kicked off. | — | · | — | — | · | — | — | — | · | 2692 | — | — | — | Follow up with Andrew Evans (Anderson) re: AI/Claude working session if no reply | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | ||||||
| AdaptoHub: AdaptoKnowledge | Christi Brown | — | AdaptoHub module. IT knowledge base and documentation tool for internal IT teams at mid-size companies (50-500 employees). POSITIONING: NOT an MSP tool. Target is the in-house IT manager or admin who needs a place to store runbooks, SOPs, and institutional knowledge without enterprise pricing. Repositioned away from the IT Glue/Hudu MSP competitor angle during the April 2026 scope reset. SCOPE: - Runbooks - SOPs - Institutional knowledge capture - Integration with AdaptoSecret for credential-adjacent docs TECH: Shared AdaptoHub stack. DOMAIN: adaptoknowledge.com (owned). See dedicated AdaptoKnowledge planning doc on the AdaptoHub Miro board: https://miro.com/app/board/uXjVGl-5h10=/?moveToWidget=3458764667351688912 | — | · | — | — | · | — | — | — | · | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | AdaptoHub | — | — | — | ||||||
| ChoreSteps Code Review Fixes | Christi Brown | — | Code review findings from Carl (April 2026). Prioritized fix list: HIGH IMPACT: 1. Add og.png to /public/ — every social share shows broken image (10 min) 2. Gate 'I got stuck' endpoint for free users — revenue leak (30 min) 3. Replace tool type free-text with dropdown — snake_case UX violation for ADHD audience (1 hr) 4. Fix model mismatch: /api/generate uses sonnet-4-20250514, /api/stuck uses sonnet-4-5-20250929 (5 min) 5. Add try/catch around all JSON.parse on DB fields — 4 locations (30 min) 6. Add focus-visible styles globally + aria-label on favorite star (1 hr) MEDIUM IMPACT: 7. Add missing DB index on checklist_progress(checklist_id) (15 min) 8. Fix stale closure in audio speed slider (15 min) 9. Add rollback to useTools optimistic delete (30 min) 10. Move onboarding flag from localStorage to UserProfile DB (1 hr) 11. Move library data from static array into chore_library DB table (2 hrs) LOWER IMPACT: 12. Fix Clerk webhook contradictory comment (5 min) 13. Add max_tokens check to /api/stuck (15 min) 14. Consolidate /checklist/[id] and /checklists/[id] routes (2 hrs) 15. Update CLAUDE.md to current stack (1 hr) 16. Add unit tests for src/lib/library.ts (2 hrs) DB: 6 tables in choresteps schema. user_profiles(6), usage_log(3), all others empty. chore_library DB table unused — data in static code. Missing index: checklist_progress(checklist_id). | Set Clerk admin role on your user for ChoreSteps/Counted Doors | · | — | — | · | — | — | — | · | — | — | — | — | — | — | — | — | Proposed | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | ||||||
| AbilityFirst: Camp Paivika Cabling Infrastructure | Christi Brown | — | CW Project ID: 2595 AbilityFirst Camp Paivika Cabling Infrastructure. STATUS (2026-05-05): Equipment in house. Christi took over as PM from Julia. Miguel to label and ship — must arrive by May 19. Christi on-site for install, working Saturdays before and after May 26. ComDirect made a mistake on existing equipment; Christi will manually replace direct upgrades. Will and Alex handling mounting, Gabby verifying with photos. Christi to provide map to Gabby. BLOCKERS: ComDirect $11K deposit + Michuan signature on Quote 7013 still pending. | — | · | — | — | · | — | — | — | · | 2595 | — | Ability First | — | Confirm AP placement with Kelly Privitt for Camp Paivika install (3-4 APs in Lodge + 1 at director's house)Follow up with Michuan Fleming on Camp Paivika Quote 7013 signature + $11K deposit to ComDirectCamp Paivika POTS lines - confirm if elevator phones still active (separate future item)+1 | — | Dec 9, 2025 | Jul 20, 2026 | Awaiting AF deposit + signature on Quote 7013 (Part 2) | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | ||||||
| SmartDispatch | Christi Brown | — | CW Project ID: 2599 Budget: 180h | Actual: 218.14h (121% - OVER BUDGET by 38h) Internal Crimson IT automation project. CANCELLED 2026-05-07: No longer needed. Closing out CW project. HISTORICAL: Project ran over budget by 38 hours. Sunset decision following earlier governance discussions. | — | · | — | — | · | — | — | — | · | 2599 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | ||||||
| Karney Properties AI Training | Christi Brown | — | CW Project ID: 2626 Budget: 9h | Actual: 0.63h (7%) AI Training engagement — Claude, Copilot, and OpenAI (client going all three). STATUS (2026-07-16): ACTIVE — no longer on hold. Client request on record (Jason Yu, CFO, 7/15 email to Christi + Christian Renz Mendoza, 'OpenAI / Anthropic - Administrative Questions'): 1. Install desktop versions of Claude AND ChatGPT on Karney desktops BEFORE their 'AI University' training (training targeted next week, wk of 7/20). Jason asked whether mass installation through Crimson is easier — Christi replied 7/15: YES, Crimson will push Claude to all desktops; ChatGPT install to be handled by a team member (different install process); Christi to send Jason the ChatGPT steps. 2. Jason cannot retrieve invoices from ChatGPT admin — needs guidance on where billing/invoices live. OUTSTANDING: (a) execute Claude desktop push to all Karney desktops, (b) assign team member for ChatGPT desktop rollout + send Jason the steps, (c) answer ChatGPT invoice-retrieval question, (d) confirm AI University training date/agenda is locked. STATUS (2026-05-05): ON HOLD. Moved to end of June per Jason Yu. Client not ready, waiting for green light to start building. | — | · | — | — | · | — | — | — | · | 2626 | — | — | — | Karney: assign team member for ChatGPT desktop rollout + send Jason Yu install steps + answer ChatGPT invoice questionKarney: push Claude desktop app to all desktops before AI University (Jason Yu 7/15 ask) | — | — | — | ACTIVE - Desktop app deployment before AI University training (week of 7/20) | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | ||||||
| AdaptoHub: AdaptoExpenses | Christi Brown | — | AdaptoHub module. The IT department's operations and spend platform: contracts, vendor contacts, IT asset inventory, and budget forecasting — watched by an AI Auditor with a mean streak that challenges questionable spend (contracts, assets, AND expenses) rather than just categorizing it. POSITIONING (RESOLVED 2026-08-09 by Christi's product vision, Hugo-confirmed): contracts overview with 90/60/30 expiration alerts + cancel-by notice-deadline alerts; who-to-contact per contract (linked contacts: account managers, support lines); contract document uploads; monthly costs per contract; Hudu/ScalePad-style inventory (org-selectable types — workstations, docking stations, monitors, keyboards/mice, etc. — serials, warranty dates, lifespans); budget & forecast (recurring contract projection + capital asset-refresh model, the ScalePad-style CFO report). T&E-lite (Claude-vision receipts, simple approvals, no money movement) included but secondary — first cut line if hours overrun. DIFFERENTIATOR: the mean-streak Auditor, confirmed unoccupied by research — 'your auto-renewing contract has no notice period set and renews in 47 days.' Intensity: Watchdog/Bulldog/Attack Dog. PRICING: Free (15 contracts, 1 user) / Pro $29/mo FLAT unlimited users / Enterprise $99/mo flat. Card-agnostic forever. SCOPE: Phase 1 = 143h across M0-M6 (Plan recSDblgPZ3Jscckf is SSOT — scope, architecture, milestones, cut lines, both Hugo gates). TECH: Shared AdaptoHub stack; Neon adaptoexpenses schema; Claude Haiku 4.5 receipt extraction; Vercel Blob for contract documents; single alert engine for contract/notice/warranty dates. DOMAIN: adaptoexpenses.com available $11.25/yr (purchase queued — reciuu9orWZztrw1W). Note Hugo v2 Cond 3: naming re-check if T&E defers to Phase 2. BUILD ORDER: M0 GO (pre-approved, 6h, any credit-burn day). M1+ awaits sequencing decision (recFhtd3fsI7u8D3J) — AdaptoPolicy reached beta same day, shortening the conflict window. | AdaptoExpenses HUGO COND 2: sequencing vs AdaptoPolicy — approve default or re-prioritizeAdaptoExpenses: confirm positioning — IT-spend wedge + T&E-lite hybrid (vs original pure T&E)AdaptoExpenses: purchase adaptoexpenses.com — $11.25/yr via Vercel+1 | · | — | Hugo v1 gate (AM): Conditional Pass at 115h — Cond 1 (effort) resolved in-session, Cond 2 (sequencing) queued. Hugo v2 DELTA gate (PM, after Christi's product vision): Conditional Pass at 143h. v2 scope holds together better than v1 ('contracts → contacts → inventory → forecast; one product, not four features looking for a product'). Positioning RESOLVED — 'an IT-ops product that happens to include T&E.' Cut line 1 (defer T&E to Phase 2 if hours overrun) STRENGTHENS the product. New conditions: document storage policy at M1, forecast data-completeness guardrail at M2, naming check at M5 if T&E cut. GO for M0 confirmed twice. Honest range 143-160h; floor 112h via cut lines. | · | Aug 9, 2026 | Christi directed the build 2026-08-09 (second directive of the day): 'Start building it. For the document storage policy at M1, build that out as well based on best practices. And then let's determine pricing as well.' This supersedes the sequencing default — AdaptoExpenses builds now. M0 closed GREEN same session: repo https://github.com/TheOtherChrisBrown/adaptoexpenses (private, main pushed, CI on), lint/typecheck/test/build all clean, 10/10 policy tests. M1 schema (14 tables) applied to shared neondb adaptoexpenses schema. Document storage policy adopted + code-enforced (Hugo v2 Cond 1 RESOLVED). Pricing adopted: docs/PRICING.md — Free / Pro $29/mo ($290/yr) / Enterprise $99/mo ($990/yr), flat, unlimited users, receipts only metered item; founding-customer $19-for-life option awaiting Christi. | — | · | — | — | — | AdaptoExpenses — Product Plan | — | — | Aug 9, 2026 | Dec 31, 2026 | M3 complete — M4 (T&E-lite + Auditor) next | 143 | 24 | — | — | — | — | — | — | — | — | — | — | — | — | AdaptoHub | — | — | — | ||||||
| Foothill Family: Comprehensive IT Infrastructure & Security Assessment | Christi Brown | — | CW Company 20787 (FFA), CW Project 2690, Quote 7513 ($15K). MSA signed 2026-04-30. Started 2026-05-05. Target completion 6/5 (Anzor 4-week target) / 6/15 (6-week realistic). IT Infrastructure & Security Assessment for ~300 employees across 9 sites. HIPAA-correlated findings. Microsoft 365 + on-prem AD + VMware. Same toolkit applies to Maverick Gaming. CRIMSON ROLE: Mentor + technical assist. Jason Tucker is primary lead. Christi mentors + leads M365 review. Anton on security tools. Anzor handles exec interviews. Segrid Bucagan PM. KEY CONTACTS: James Siegrist (COO, sponsor), Chris (CIO), Massis Isagholian (IT Manager - defensive, prior auditor caused issues - handle with care). TOOLKIT DELIVERED 2026-05-06: 44 PowerShell scripts (AzureAD-O365, OnPrem-AD, OnPrem-Other) + 3 Word docs (App Reg Setup Guide, Toolkit Instruction Guide, 163-item HIPAA Validation Checklist). All in 3 - Clients and Projects/Foothill Family/. Toolkit covers project plan tasks T-011, T-012, parts of T-016, T-034, T-035. PLAN UPDATE 2026-05-06: Project plan v1.0 -> v1.1. Replaced Global Reader references with read-only Microsoft Graph app registration approach across 9 locations in plan/checklist files. | — | · | — | — | · | — | — | — | · | 2690 | — | — | — | — | — | — | Jun 15, 2026 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
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