# AGENTS.md — Build guide for Draftroom

## Project scope
Assign creative work, upload versioned assets and request a client review through a limited link. Display internal and client-visible comments separately and tie approval to an exact asset version.

Catalogue verdict: kinda. A competent coding agent can rebuild Draftroom's core agency workflow in a weekend: clients, projects, tasks, file versions, contextual feedback, review queues, approvals, client review links, delivery tracking, and workspace permissions. The gap is not the CRUD screens; it is production-grade collaboration, notification reliability, permission edge cases, file handling, mobile review polish, and the accumulated project history that makes a shared agency system dependable every day.
Use the implementation prompt below to define the deliverable. Complete each phase's acceptance checks before extending the scope.

## Working agreement
- Inspect the repository and its existing instructions before choosing paths, dependencies or commands. Keep one coherent stack and explain changes to the proposed architecture.
- Plan a vertical slice that accepts a real input and produces the useful output described below. Persist only the state the prompt calls for; respect memory-only and upstream-managed workflows. Use fixtures only when they are clearly labelled.
- After scaffolding, document the actual install, development, check and build commands in README and keep them synchronized with the package or project manifest. Do not report commands as successful unless they ran.
- Work in small steps. At handoff, list implemented flows, checks actually performed, remaining blockers, and any credentials or provider setup the owner must supply.
- Do not publish, spend money, contact customers, delete source data or run irreversible migrations without the project owner's authorization.

## Prerequisites
- A supported Node release, PostgreSQL, HTTPS for a shared deployment, and a backup destination. Begin with one workspace and explicit owner/member permissions.
- Implementation components: Next.js App Router and TypeScript for server-rendered pages and validated mutations. PostgreSQL with Drizzle migrations; Better Auth sessions for a small private workspace.
- Scope boundary: Production-hardened real-time and notification behavior across many simultaneous users; Years of edge-case handling around client permissions, review links, files, revisions, and approvals

## Stack and architecture
- Next.js App Router and TypeScript for server-rendered pages and validated mutations.
- PostgreSQL with Drizzle migrations; Better Auth sessions for a small private workspace.
- Domain model: clients, projects, tasks, immutable asset versions, audience-scoped comments, approvals and guest review tokens

## Security and data integrity
- Authorize every record read and mutation on the server using its workspace membership; validate payloads, protect mutations against CSRF, and escape user-authored HTML.
- Correctness boundary: Uploading a new version never inherits approval; guest tokens authorize only the chosen client/version and cannot reveal internal comments.
- Commit related database changes in one transaction. Use version checks for competing edits and an outbox for external notifications; retry delivery independently of saving the record.
- Export versioned JSON plus attachments and a readable CSV summary. Restore into a separate database and compare record IDs and attachment checksums before switching.

## Agent implementation rules
- Project rule — data model: clients, projects, tasks, immutable asset versions, audience-scoped comments, approvals and guest review tokens
- Project rule — preserve this invariant: Uploading a new version never inherits approval; guest tokens authorize only the chosen client/version and cannot reveal internal comments.
- Project rule — acceptance evidence: Approve version two, upload version three and see approval reset; a revoked review link can no longer load the asset or its comments.

## Optional agent skills and references
- Optional external skill: [vercel-react-best-practices](https://github.com/vercel-labs/agent-skills/blob/main/skills/react-best-practices/SKILL.md) — Improve React and Next.js data fetching, rendering, bundle size and server performance. Review its instructions and compatibility before use; it does not grant deployment, data-access or publication permission.
- Optional external skill: [supabase-postgres-best-practices](https://github.com/supabase/agent-skills/blob/main/skills/supabase-postgres-best-practices/SKILL.md) — Review PostgreSQL schemas, queries, indexes, pooling, concurrency and row-level security. Review its instructions and compatibility before use; it does not grant deployment, data-access or publication permission.
- Optional external skill: [web-design-guidelines](https://github.com/vercel-labs/agent-skills/blob/main/skills/web-design-guidelines/SKILL.md) — Review web interfaces for accessibility, keyboard focus, forms, navigation and interaction quality. Review its instructions and compatibility before use; it does not grant deployment, data-access or publication permission.

Read the linked SKILL.md and its dependencies before adding a skill. Select only the skills matching this project's runtime and task; their documentation does not supply API access, credentials or approval to perform external actions. Pin the reviewed revision where the tool supports it. Follow the chosen agent's documented project-level installation mechanism.

## Distribution ideas
These are optional planning notes. Obtain the owner's approval before publishing or contacting anyone.
- Demonstrate the actual Draftroom-inspired workflow with owned or clearly labeled sample data: Assign creative work, upload versioned assets and request a client review through a limited link. Display internal and client-visible comments separately and tie approval to an exact asset version.
- Publish a reproducible walkthrough with this observable result: Approve version two, upload version three and see approval reset; a revoked review link can no longer load the asset or its comments.
- Explain who can operate this scoped tool, its setup and ongoing costs, and these remaining product gaps: Production-hardened real-time and notification behavior across many simultaneous users; Years of edge-case handling around client permissions, review links, files, revisions, and approvals Avoid guaranteed savings, performance scores or implied endorsement.

## Engineering roadmap
1. Phase 1 — Scope and fixtures. Implement this bounded workflow: Assign creative work, upload versioned assets and request a client review through a limited link. Display internal and client-visible comments separately and tie approval to an exact asset version. Record prerequisites, select representative user-owned fixtures and document the unsupported features: Production-hardened real-time and notification behavior across many simultaneous users; Years of edge-case handling around client permissions, review links, files, revisions, and approvals
2. Phase 2 — Durable model. Model clients, projects, tasks, immutable asset versions, audience-scoped comments, approvals and guest review tokens Add migrations or a versioned document format, explicit validation, stable IDs and a visible import-error report. Preserve this rule: Uploading a new version never inherits approval; guest tokens authorize only the chosen client/version and cannot reveal internal comments.
3. Phase 3 — Complete the first useful path. Implement the workflow's input, review and output interface, with clear controls and explicit empty/error states. Commit related database changes in one transaction. Use version checks for competing edits and an outbox for external notifications; retry delivery independently of saving the record.
4. Phase 4 — Permissions and integration failure. Authorize every record read and mutation on the server using its workspace membership; validate payloads, protect mutations against CSRF, and escape user-authored HTML. Request integration credentials and permissions only for the enabled feature; show a disconnected state instead of mock results.
5. Phase 5 — Portable handoff. Export versioned JSON plus attachments and a readable CSV summary. Restore into a separate database and compare record IDs and attachment checksums before switching. Include setup, operating limits, fixture walkthrough and shutdown/restart instructions in the README.
6. Phase 6 — Acceptance scenarios. Approve version two, upload version three and see approval reset; a revoked review link can no longer load the asset or its comments. Repeat the workflow after restart and with a denied permission or unavailable dependency; show recoverable failure rather than a success placeholder.

## Paid-product capabilities outside this build
- Production-hardened real-time and notification behavior across many simultaneous users
- Years of edge-case handling around client permissions, review links, files, revisions, and approvals
- Polished mobile review and collaboration behavior that non-technical clients can use without training
- Operational history, project context, and team habits already accumulated inside an existing Draftroom workspace
- Enterprise features such as SSO, advanced reporting, white-labeling, onboarding, and support

## Implementation prompt
WORKING SLICE
Assign creative work, upload versioned assets and request a client review through a limited link. Display internal and client-visible comments separately and tie approval to an exact asset version.

Build this scoped Draftroom-inspired workflow with a documented data model and visible failure states.

Architecture
- Next.js App Router and TypeScript for server-rendered pages and validated mutations.
- PostgreSQL with Drizzle migrations; Better Auth sessions for a small private workspace.

Prerequisites and limits
A supported Node release, PostgreSQL, HTTPS for a shared deployment, and a backup destination. Begin with one workspace and explicit owner/member permissions.
Outside this release: Production-hardened real-time and notification behavior across many simultaneous users; Years of edge-case handling around client permissions, review links, files, revisions, and approvals

Data model and correctness
clients, projects, tasks, immutable asset versions, audience-scoped comments, approvals and guest review tokens
Invariant: Uploading a new version never inherits approval; guest tokens authorize only the chosen client/version and cannot reveal internal comments.
Commit related database changes in one transaction. Use version checks for competing edits and an outbox for external notifications; retry delivery independently of saving the record.

Security and privacy
Authorize every record read and mutation on the server using its workspace membership; validate payloads, protect mutations against CSRF, and escape user-authored HTML.

Recovery and export
Export versioned JSON plus attachments and a readable CSV summary. Restore into a separate database and compare record IDs and attachment checksums before switching.

Implementation order
1. Phase 1 — Scope and fixtures. Implement this bounded workflow: Assign creative work, upload versioned assets and request a client review through a limited link. Display internal and client-visible comments separately and tie approval to an exact asset version. Record prerequisites, select representative user-owned fixtures and document the unsupported features: Production-hardened real-time and notification behavior across many simultaneous users; Years of edge-case handling around client permissions, review links, files, revisions, and approvals
2. Phase 2 — Durable model. Model clients, projects, tasks, immutable asset versions, audience-scoped comments, approvals and guest review tokens Add migrations or a versioned document format, explicit validation, stable IDs and a visible import-error report. Preserve this rule: Uploading a new version never inherits approval; guest tokens authorize only the chosen client/version and cannot reveal internal comments.
3. Phase 3 — Complete the first useful path. Implement the workflow's input, review and output interface, with clear controls and explicit empty/error states. Commit related database changes in one transaction. Use version checks for competing edits and an outbox for external notifications; retry delivery independently of saving the record.
4. Phase 4 — Permissions and integration failure. Authorize every record read and mutation on the server using its workspace membership; validate payloads, protect mutations against CSRF, and escape user-authored HTML. Request integration credentials and permissions only for the enabled feature; show a disconnected state instead of mock results.
5. Phase 5 — Portable handoff. Export versioned JSON plus attachments and a readable CSV summary. Restore into a separate database and compare record IDs and attachment checksums before switching. Include setup, operating limits, fixture walkthrough and shutdown/restart instructions in the README.
6. Phase 6 — Acceptance scenarios. Approve version two, upload version three and see approval reset; a revoked review link can no longer load the asset or its comments. Repeat the workflow after restart and with a denied permission or unavailable dependency; show recoverable failure rather than a success placeholder.

Acceptance
Approve version two, upload version three and see approval reset; a revoked review link can no longer load the asset or its comments.
Use real source data or clearly labeled fixtures. Explain unsupported input and provider failures; do not fabricate analytics, delivery receipts, accuracy claims or security guarantees.

Optional agent guidance
Optional external skill: [vercel-react-best-practices](https://github.com/vercel-labs/agent-skills/blob/main/skills/react-best-practices/SKILL.md) — Improve React and Next.js data fetching, rendering, bundle size and server performance. Review its instructions and compatibility before use; it does not grant deployment, data-access or publication permission.
Optional external skill: [supabase-postgres-best-practices](https://github.com/supabase/agent-skills/blob/main/skills/supabase-postgres-best-practices/SKILL.md) — Review PostgreSQL schemas, queries, indexes, pooling, concurrency and row-level security. Review its instructions and compatibility before use; it does not grant deployment, data-access or publication permission.
Optional external skill: [web-design-guidelines](https://github.com/vercel-labs/agent-skills/blob/main/skills/web-design-guidelines/SKILL.md) — Review web interfaces for accessibility, keyboard focus, forms, navigation and interaction quality. Review its instructions and compatibility before use; it does not grant deployment, data-access or publication permission.
Project rule — data model: clients, projects, tasks, immutable asset versions, audience-scoped comments, approvals and guest review tokens
Project rule — preserve this invariant: Uploading a new version never inherits approval; guest tokens authorize only the chosen client/version and cannot reveal internal comments.
Project rule — acceptance evidence: Approve version two, upload version three and see approval reset; a revoked review link can no longer load the asset or its comments.

## Completion evidence
Demonstrate the prompt's acceptance scenarios against the scoped workflow. Include setup from a clean checkout and failure recovery. Check persistence across restart and export/restore only for the state the prompt says to store; for memory-only tools, confirm that temporary content is discarded as specified. Record actual results and remaining limitations. A detailed plan alone does not establish a working replacement.
