#65 — Guided onboarding blueprints by firm type
Opinionated setup blueprints for tax / CAS / advisory firms — 'guided configuration' that turns best practice into defaults instead of an implementation project (the market's #5 unmet need). Light in Phase 1; deepens into full migration tooling in Phase 5. Size: M. Source: product-roadmap.md §9.
4 Comments
·about 2 months agoMerged into dev (new shared integration branch per 2026-07-09 operating model) at 5ccd6b3; combined tree re-verified on dev (typecheck/lint/boundaries clean, new unit tests pass, build green incl. both new routes, bundle gate green across 288 routes). Ships to master with the next release cut. Marking complete.
·about 2 months agoAgent A — code complete & verified; awaiting merge (PR #29).
What changed: /staff/admin/blueprints (new "Blueprints" admin sub-nav entry) with three firm-type presets — Tax & compliance (Tax module on; Filing status / Return types / Prior-year software / e-file fields; 1040/1120/1120S/1065/990/Extension/New-client tags), CAS/bookkeeping (Time tracking on; Accounting system / Close cadence / Payroll provider / Bank feeds fields; Bookkeeping/Payroll/Monthly-close/Cleanup/Sales-tax tags), Advisory/fractional CFO (Time tracking on; Engagement tier / Industry / Annual revenue / Board cadence fields; Advisory/CFO/Forecasting/Board-reporting tags). Apply is additive + idempotent (never disables/deletes beyond the explicit module settings; re-apply reports "already existed"); composition over existing command APIs (toggleModule / defineClientField / createClientTag) so every sub-write keeps its own authz + audit + events. No migration, no new tables.
User-visible: a new firm picks how it runs and gets a sensible module set + client fields + tag catalog in one click instead of an implementation project; safe to re-run or mix.
Files: apps/web/lib/blueprints.ts (+test), app/staff/admin/blueprints/{page,actions,blueprint-cards}, admin-subnav, e2e/admin-blueprints.spec.ts, dependency-cruiser allowlist, admin-config contract As-built, truth-table + roadmap rows.
Verification (branch agent-a/onboarding-blueprints, commit 9bc365e): blueprints.test.ts 4/4; e2e admin-blueprints.spec.ts 1/1 vs live dev stack (apply -> Tax module Enabled -> fields/tags present -> idempotent re-apply); typecheck/eslint/lint:boundaries clean; web build green (route /staff/admin/blueprints).
Remaining/limits: no firm-type picker on platform createFirm yet (follow-up); no service-catalog/workflow seeds until the engagements lane (#34, unmerged) lands — deliberately avoided touching that module and the tasks module (Agent B's #91). Status stays In Progress until Daniel merges https://github.com/Firmary/firmary-os/pull/29 — flipping to complete then.
·about 2 months agoAgent A claiming this until completion or block. Scope: Phase-1 light slice — firm-type blueprints (tax / CAS / advisory) applied at setup: opinionated module set, template packs, client custom-field + tag-catalog seeds per type, with an admin surface to pick/re-apply a blueprint. Not touching the tasks module (Agent B owns #91). Started: 2026-07-09 01:25 America/Chicago.
Closed during the 2026-08-23 GitHub migration: shipped (PR #29, merged 5ccd6b3) — /staff/admin/blueprints with tax/CAS/advisory presets, additive + idempotent.