chore(memory): consolidate scattered feedback/project/reference files

Compressed memory store 104 -> 71 files via four passes:

- Syncro: 19 scattered feedback_syncro_* files merged into 3 rule files
  (api/billing/workflow) + an on-demand feedback_syncro_history.md for
  incident detail, quotes, and tech/product ID tables.
- Four near-duplicate merges: Howard paste-safety, Pluto build server,
  Howard backend deferral, IX server access (ssh+tailscale).
- Per-cluster rule/state/history split applied to GuruConnect (2->1),
  Dataforth (3->2), Cascades (7->3), GuruRMM (13->3).
- New reference_resource_map.md: single auto-loaded cheatsheet for
  "do I have access to X and how do I connect from this machine?"
- MEMORY.md rewritten to match the new layout.

Health: broken backlinks 8->7, overlap clusters 12->5, orphans 17->0.
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---
name: GuruRMM Development Principles
description: Every GuruRMM feature is full-stack (backend+API+UI+docs+scalability); product works without AI; the FEATURE_ROADMAP entry update is part of definition-of-done. Mirrors guru-rmm/docs/DESIGN.md.
type: project
---
# GuruRMM Development Principles
**Created:** 2026-04-29
**Authority:** Mike Swanson (owner)
**Location:** Documented in `projects/msp-tools/guru-rmm/docs/DESIGN.md`
---
## Holistic Feature Development (MANDATORY)
When planning or implementing ANY GuruRMM feature, the complete stack must be considered and built:
### Required Components for Every Feature:
1. **Backend/Agent Logic** — core capability implementation
2. **API Endpoints** — control and monitoring interfaces
3. **UI/UX** — dashboard configuration, status display, management interface
4. **Documentation** — user guides and operational docs
5. **Scalability Design** — architected for future expansion
### Example: Network Discovery Node
A complete implementation includes:
- Agent-side scanning capability (ICMP, ARP, SNMP)
- Server-side data storage and API endpoints
- Dashboard UI for:
- Designating which agent is the discovery node
- Viewing discovered devices
- Configuring scan schedules
- Setting IP ranges and exclusions
- Status indicators (discovery progress, last scan time)
- Future-proof data model supporting multiple discovery methods
### Why This Matters:
- **Completeness:** Features without UI are unusable by non-API-expert admins
- **User Experience:** Configuration should be intuitive, not require documentation diving
- **Consistency:** Every feature should feel native to the product
- **No Dead Ends:** Design decisions shouldn't block obvious next steps
**Features shipped without their UI/configuration interfaces are incomplete and will be rejected.**
---
## Living Roadmap (MANDATORY)
`projects/msp-tools/guru-rmm/docs/FEATURE_ROADMAP.md` is the single living record of intent — where the product is going AND where it has been. It is a status-and-plan tracker, NOT a write-once backlog. Convention: `[ ]` = planned, `[x]` = shipped (annotate with date).
**Consult it going in, update it coming out — the roadmap update is part of definition-of-done:**
- **Before building:** read the feature's roadmap entry for intent/scope. New work that isn't on the roadmap gets an entry first.
- **When shipping or modifying a feature:** update its roadmap entry in the SAME change — flip `[ ]``[x]` with a date, or revise/add the item. A code change that ships or alters a roadmap feature WITHOUT touching FEATURE_ROADMAP.md is incomplete (same standard as shipping without UI).
- **Don't over-claim:** an entry's text must match what's actually built. If only part is done, keep `[ ]` and annotate the scope (e.g. "TCP probing shipped; ICMP/ARP/SNMP pending") rather than flipping.
`/rmm-audit`'s roadmap pass is the **backstop** that reconciles drift — it is not the primary maintainer. Dev work keeps the roadmap honest; the audit catches what slipped. See [[feedback_rmm_dev_is_mike]] (RMM dev is Mike's).
---
## AI-Optional Operation
GuruRMM must be fully functional without requiring AI agents (Claude, autonomous analysis tools) to operate.
### Core Requirements:
- All functionality accessible via traditional dashboard/API
- Configuration and management through standard interfaces
- Usable by MSP techs with zero AI/ML knowledge
- Deterministic, reliable operation for production environments
### AI Features Are Enhancements:
- **Agentic analysis** (AI-powered log analysis, anomaly detection, troubleshooting) — planned enhancement
- **Agentic command routing** (intelligent decision-making about command execution) — planned enhancement
- Users choose whether to enable AI features
- Product does not mandate AI usage
### Why This Matters:
- Real MSPs need deterministic, reliable systems
- AI features can break, hallucinate, or be unavailable
- Core operations cannot depend on AI availability
- Production stability over experimental features
---
## Application to Development
### When Adding Features:
1. ✅ Design the complete stack before starting implementation
2. ✅ Include UI mockups in feature planning
3. ✅ Consider future expansion in data model design
4. ✅ Ensure feature works via dashboard without API knowledge
5. ✅ Never assume AI availability for core functionality
### When Reviewing Features:
1. ❌ Reject backend-only implementations without UI
2. ❌ Reject features that require API expertise to configure
3. ❌ Reject designs that paint into architectural corners
4. ❌ Reject features that require AI to function
### Planning Questions:
- "How does an admin configure this in the dashboard?"
- "What does the status display look like?"
- "How do we expand this in v2/v3?"
- "Does this work if AI services are unavailable?"
---
**These principles apply to ALL features — past, present, and future.**