Files
claudetools/.claude/memory/approval-workflow-tools-vs-projects.md
Mike Swanson 1a0bcc80b0 chore(memory): fix shared-memory index issues
Audit of .claude/memory found and fixed:
- Broken link: Power Failure Runbook (../.claude/... -> ../...)
- 8 orphaned memories not in MEMORY.md index (Graph CA/password-reset,
  vault-write-sequence, GURU-BEAST-ROG, 3x Cascades, identity proposal)
  -> now indexed under their sections, so they're discoverable
- 5 files missing frontmatter -> added name/description/type
- Duplicate index entry for reference_workstation_setup.md -> deduped
- Trimmed the worst oversized index hooks (Syncro invoice line was 427 chars)

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-27 07:37:59 -07:00

3.0 KiB

name, description, type
name description type
Approval workflow — tools vs projects General MSP tools (remediation, onboard scripts) — Howard can modify or Claude runs with Howard/Mike approval. Projects (GuruRMM) require Mike approval; features→roadmap, bugs→bug list. feedback

Approval Workflow: Tools vs Projects

Created: 2026-04-29 Authority: Mike Swanson (owner) Context: Cascades CA role gap fix discussion


General Tools (Immediate Operational Changes)

Scope:

  • remediation-tool skill and all subscripts
  • onboard-tenant.sh and MSP automation utilities
  • Backup scripts, sync scripts, operational tooling
  • Any utility designed to support field work

Approval Authority:

  • Howard Enos can modify directly to further his work
  • Claude can execute changes with approval from either Howard or Mike
  • No roadmap process required
  • Changes go directly to implementation

Rationale: Tools need to adapt quickly to field conditions. When a technician hits a blocker (like the CA role gap), the tool should be fixed immediately to unblock the work.


Projects (Structured Development)

Scope:

  • GuruRMM (Rust/Axum server + dashboard)
  • ClaudeTools API (FastAPI/MariaDB)
  • Radio show audio processor
  • Any larger software system with architectural complexity

Approval Authority:

  • Requires Mike Swanson approval for changes
  • Feature requests → add to project roadmap
  • Bugs → add to project bug list
  • More structured development workflow with planning

Rationale: Projects need architectural oversight, version planning, and consideration of downstream impacts. Changes follow formal development process.


Examples

Tool Fix (Approved Immediately)

  • Scenario: Howard discovers Tenant Admin SP lacks CA Administrator role in newly onboarded tenant
  • Action: Fix onboard-tenant.sh to assign the role automatically
  • Approval: Mike approved in conversation; Howard could have approved directly
  • Process: Implement immediately, test, commit

Project Feature (Roadmap)

  • Scenario: Howard wants GuruRMM to add automatic Windows patching workflow
  • Action: Add to GuruRMM roadmap with priority and scope notes
  • Approval: Mike reviews roadmap quarterly, prioritizes features
  • Process: Design → approval → sprint planning → implementation

Project Bug (Bug List)

  • Scenario: GuruRMM dashboard doesn't refresh agent status automatically
  • Action: Add to GuruRMM bug list with severity and reproduction steps
  • Approval: Mike reviews bug list, assigns priority
  • Process: Triage → fix → test → deploy

When Unclear

If in doubt about tool vs project:

  • Tools are utilities that support the work
  • Projects are systems that are the work

If in doubt about approval:

  • Operational blocker in the field → tool fix, proceed with available approval
  • Enhancement or new capability → ask Mike first
  • Security or credential handling → always confirm with Mike

Status: Active policy Last Updated: 2026-04-29