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Mike Swanson f74463d014 memory: approval workflow for tools vs projects

Tools (remediation-tool, onboard scripts, MSP utilities):
- Howard can modify directly
- Claude can execute with Howard OR Mike approval
- No roadmap process, immediate operational changes

Projects (GuruRMM, ClaudeTools API, etc.):
- Require Mike approval
- Features go to roadmap
- Bugs go to bug list

Established during Cascades CA role gap fix discussion.

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>

2026-04-29 06:51:39 -07:00

2.8 KiB

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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

2.8 KiB Raw Blame History