TRACK-CFS: CODITECT Financial Suite Documentation Suite

Project: CODITECT Financial Suite Project ID: coditect-financial-suite Track: CFS (Financial Suite) Owner: Hal Casteel, CEO/CTO Created: 2026-02-20 Status: In Progress

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CFS.1 — Repository Setup & Infrastructure

Status: Complete | Progress: 100%

Task	Status	Description
CFS.1.1	[x]	Create private GitHub repo coditect-ai/coditect-financial-suite
CFS.1.2	[x]	Add as submodule to coditect-rollout-master/submodules/products/
CFS.1.3	[x]	Configure standard CODITECT symlinks (.coditect, .claude, CLAUDE.md)
CFS.1.4	[x]	Create directory structure (docs/, src/, tests/, infrastructure/)
CFS.1.5	[x]	Register project in projects.db (id=19)
CFS.1.6	[x]	Create TRACK file
CFS.1.7	[x]	Create session log directory

Status Summary

Metric	Value
Total Tasks	7
Completed	7
In Progress	0
Pending	0

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CFS.2 — Confidential Documentation Suite

Status: Complete | Progress: 100% (11/11 documents)

CFS.2.1 — Strategy & Vision Documents

Task	Status	Document	Location
CFS.2.1.1	[x]	CFS-001 Product Vision & Strategy	docs/internal-confidential/CFS-001-PRODUCT-VISION-AND-STRATEGY.md
CFS.2.1.2	[x]	CFS-002 Market Analysis & Competitive Intelligence	docs/internal-confidential/CFS-002-MARKET-ANALYSIS.md
CFS.2.1.3	[x]	CFS-007 Go-To-Market Strategy	docs/internal-confidential/CFS-007-GTM-STRATEGY.md
CFS.2.1.4	[x]	CFS-011 Financial Projections & Unit Economics	docs/internal-confidential/CFS-011-FINANCIAL-PROJECTIONS.md

CFS.2.2 — Product & Technical Documents

Task	Status	Document	Location
CFS.2.2.1	[x]	CFS-003 Product Requirements Document (PRD)	docs/internal-confidential/CFS-003-PRODUCT-REQUIREMENTS.md
CFS.2.2.2	[x]	CFS-004 Technical Architecture	docs/architecture/CFS-004-TECHNICAL-ARCHITECTURE.md
CFS.2.2.3	[x]	CFS-005 AI Strategy & ML Architecture	docs/internal-confidential/CFS-005-AI-STRATEGY.md
CFS.2.2.4	[x]	CFS-009 Development Roadmap	docs/internal-confidential/CFS-009-DEVELOPMENT-ROADMAP.md

CFS.2.3 — Operations & Compliance Documents

Task	Status	Document	Location
CFS.2.3.1	[x]	CFS-006 Partner Program & Channel Strategy	docs/internal-confidential/CFS-006-PARTNER-PROGRAM.md
CFS.2.3.2	[x]	CFS-008 Regulatory Compliance Matrix	docs/internal-confidential/CFS-008-REGULATORY-COMPLIANCE-MATRIX.md
CFS.2.3.3	[x]	CFS-010 Security & Privacy Architecture	docs/internal-confidential/CFS-010-SECURITY-AND-PRIVACY.md

Status Summary

Metric	Value
Total Documents	11
Completed	11
In Progress	0
Pending	0

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CFS.3 — Research Foundation (Cross-Reference from CUST-avivatec-fpa)

Status: Complete | Progress: 100%

Task	Status	Document	Size
CFS.3.1	[x]	RES-GL-001 Executive Summary & Research Index	9.3KB
CFS.3.2	[x]	RES-GL-002 Global Regulatory Landscape	55KB
CFS.3.3	[x]	RES-GL-003 ERP Architecture Patterns	38KB
CFS.3.4	[x]	RES-GL-004 Multi-Currency Architecture	56KB
CFS.3.5	[x]	RES-GL-005 Multi-Tenant Data Model	40KB
CFS.3.6	[x]	RES-GL-006 Universal Schema Gap Analysis	48KB
CFS.3.7	[x]	RES-GL-007 Tax/FA/Revenue Recognition	68KB

Note: Research documents located in CUST-avivatec-fpa/00-aa-avivatect-fpa-research/

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CFS.4 — Commit & Push Documentation Suite

Status: Complete | Progress: 100%

Task	Status	Description
CFS.4.1	[x]	Commit all 11 CFS documents to local repo (commit 1927bee)
CFS.4.2	[x]	Push to coditect-ai/coditect-financial-suite
CFS.4.3	[x]	Update rollout-master submodule pointer (675f2b1 → 35115df)
CFS.4.4	[x]	Create document index (docs/INDEX.md, commit 35115df)

Status Summary

Metric	Value
Total Tasks	4
Completed	4
In Progress	0
Pending	0

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Change Log

Date	Task	Action	Author
2026-02-20	CFS.1.1-1.4	Repository created, submodule added, symlinks configured	Claude (Opus 4.6)
2026-02-20	CFS.1.5-1.7	Project registered in projects.db, TRACK and session log created	Claude (Opus 4.6)
2026-02-20	CFS.2.1.1	CFS-001 Product Vision & Strategy written	Claude (Opus 4.6)
2026-02-20	CFS.2.1.2	CFS-002 Market Analysis & Competitive Intelligence written	Claude (Opus 4.6)
2026-02-20	CFS.2.2.1	CFS-003 Product Requirements Document written	Claude (Opus 4.6)
2026-02-20	CFS.2.2.2	CFS-004 Technical Architecture written	Claude (Opus 4.6)
2026-02-20	CFS.2.2.3	CFS-005 AI Strategy & ML Architecture written	Claude (Opus 4.6)
2026-02-20	CFS.2.3.1	CFS-006 Partner Program & Channel Strategy written	Claude (Opus 4.6)
2026-02-20	CFS.2.1.3	CFS-007 Go-To-Market Strategy written	Claude (Opus 4.6)
2026-02-20	CFS.2.3.2	CFS-008 Regulatory Compliance Matrix written	Claude (Opus 4.6)
2026-02-20	CFS.2.2.4	CFS-009 Development Roadmap written	Claude (Opus 4.6)
2026-02-20	CFS.2.3.3	CFS-010 Security & Privacy Architecture written	Claude (Opus 4.6)
2026-02-20	CFS.2.1.4	CFS-011 Financial Projections & Unit Economics written	Claude (Opus 4.6)
2026-02-20	CFS.4.1-4.2	All 15 files committed and pushed to GitHub (4,255 insertions)	Claude (Opus 4.6)
2026-02-20	CFS.4.3	Rollout-master submodule pointer updated (675f2b1 → 35115df)	Claude (Opus 4.6)
2026-02-20	CFS.4.4	Document index created with reading order guide	Claude (Opus 4.6)