From 8d10e5c6901860e7a5f84163f563f3bca5392b0d Mon Sep 17 00:00:00 2001
From: David Baity <158404677+MazakTheDwarf@users.noreply.github.com>
Date: Tue, 28 Apr 2026 21:24:00 -0400
Subject: [PATCH] fix: anchor proposal brief to mission charter -- CLO is
 internal ops, not a DTC agency

---
 templates/company_proposal.yml |  6 +++++-
 templates/strategic_review.yml | 26 +++++++++++++++++++-------
 2 files changed, 24 insertions(+), 8 deletions(-)

diff --git a/templates/company_proposal.yml b/templates/company_proposal.yml
index 5dffe26..0f11c23 100644
--- a/templates/company_proposal.yml
+++ b/templates/company_proposal.yml
@@ -16,10 +16,14 @@ steps:
       You are writing a professional business plan for a proposed subsidiary.
       The brief from the strategic review is in the task message above.
 
+      IMPORTANT: Use the company name, slug, and purpose EXACTLY as stated in
+      the brief. Do NOT rename, rebrand, or creatively reinterpret the company.
+      The brief was written from the mission charter -- it is authoritative.
+
       Write the EXECUTIVE SUMMARY section. Include:
 
       1. PROPOSED COMPANY
-         - Full name and slug
+         - Full name and slug (EXACTLY as given in the brief -- do not invent a new name)
          - One-sentence purpose statement
          - Which existing gap it closes (reference the mission charter)
 
diff --git a/templates/strategic_review.yml b/templates/strategic_review.yml
index 58a1d2e..083ba06 100644
--- a/templates/strategic_review.yml
+++ b/templates/strategic_review.yml
@@ -142,14 +142,26 @@ steps:
       Otherwise, write the task message for the company_proposal pipeline.
       This brief becomes the input that drives the full business plan.
 
-      Include:
-      - Which company to propose (name, slug, purpose in one sentence)
-      - What gap it fills (specific -- what Edgar cannot do today without it)
-      - Why now (cost of waiting another 30 days)
-      - Proposed 90-day success criteria (measurable)
-      - Known constraints or dependencies
+      CRITICAL: Do NOT invent a company name. Use EXACTLY the company defined
+      in the mission charter for the top-priority gap. The mission charter
+      specifies the proposed solution for each gap by name and slug.
+      You are reporting what the mission says, not brainstorming a new concept.
 
-      Be specific. This brief drives the entire proposal document.
+      GAP 1 (CLO) is defined in the mission charter as:
+        Company: Crimson Leaf Operations (CLO)
+        Slug: crimson_leaf_operations
+        Purpose: INTERNAL financial visibility -- give Edgar the ability to see
+                 API costs, revenue, and operational expenses.
+        This is NOT a client-facing agency. NOT a storefront. NOT a DTC product.
+        It is an internal accounting and reporting company for Crimson Leaf Holdings.
+
+      Your brief must:
+      - Name the company EXACTLY as the mission defines it (no renaming, no rebranding)
+      - Describe the specific gap it fills from the mission charter
+      - Explain what Edgar cannot do today without it (financial blindness)
+      - State why now (cost of waiting another 30 days)
+      - Include 90-day success criteria (measurable, e.g. "weekly P&L report delivered")
+      - Note known constraints or dependencies
 
       Output ONLY the brief text. No labels. No preamble.