diff --git a/AGENTS.md b/AGENTS.md new file mode 100644 index 0000000..8567bc2 --- /dev/null +++ b/AGENTS.md @@ -0,0 +1,10 @@ +## Financial Stream project status + +Before making changes, read: + +- `PROJECT_STATUS.md` +- `docs/FINANCIAL_STREAM_PHASE_1_CLOSURE.md` + +Financial Stream Phase 1 is closed. Do not begin general redesign or polishing work without explicit owner authorization. + +GitHub is the canonical project source of truth. Google Drive is backup/source-file storage. diff --git a/PROJECT_STATUS.md b/PROJECT_STATUS.md new file mode 100644 index 0000000..dd81a09 --- /dev/null +++ b/PROJECT_STATUS.md @@ -0,0 +1,20 @@ +# Financial Stream Project Status + +**Current phase:** Phase 1 closed +**Canonical source of truth:** GitHub +**Primary active project:** ProAI Expert + +Before modifying this repository, read: + +- [`docs/FINANCIAL_STREAM_PHASE_1_CLOSURE.md`](docs/FINANCIAL_STREAM_PHASE_1_CLOSURE.md) + +Financial Stream general redesign and polishing work is paused. + +Only resume work for: + +- a reproducible production defect; +- a required factual or compliance update; +- explicit owner authorization; +- the future full redesign phase. + +Google Drive contains secondary backup and source files. GitHub documentation is authoritative. diff --git a/README.md b/README.md index 972d6d9..baed570 100644 --- a/README.md +++ b/README.md @@ -18,6 +18,10 @@ This repository contains the production website for **Financial Stream LLC**, a The site is designed to help visitors understand available services, review practical materials, and submit the information needed for an appropriate next step. +## Project status + +See [`PROJECT_STATUS.md`](PROJECT_STATUS.md) before starting repository work. + ## Core service areas - **Bookkeeping** — organization, cleanup, and ongoing record support. diff --git a/docs/FINANCIAL_STREAM_PHASE_1_CLOSURE.md b/docs/FINANCIAL_STREAM_PHASE_1_CLOSURE.md new file mode 100644 index 0000000..2aa6d12 --- /dev/null +++ b/docs/FINANCIAL_STREAM_PHASE_1_CLOSURE.md @@ -0,0 +1,281 @@ +# Financial Stream — Phase 1 Closure Record + +**Closure date:** August 6, 2026 +**Repository:** `Financialstream/financialstream.github.io` +**Canonical source of truth:** GitHub +**Current main at closure:** `4e3fc2f2304fae7aee8407666cae055de8e3adfc` + +## Project status + +Financial Stream Phase 1 is complete. + +The website is temporarily closed for active development while primary work moves to ProAI Expert. + +Do not continue general polishing or redesign work unless: + +- a reproducible production defect is discovered; +- a business-critical factual change is required; +- a compliance or service requirement changes; +- the owner explicitly starts the next Financial Stream redesign phase. + +## Source-of-truth policy + +GitHub is the canonical source of truth for: + +- production code; +- production assets; +- project documentation; +- technical decisions; +- current project status; +- agent handoff instructions; +- approved implementation history. + +Google Drive is a secondary backup and source-file archive. + +A Drive copy must never silently replace or override a newer GitHub version of this document. + +## Completed work + +### 1. Bilingual About pages + +Released pages: + +- `https://financialstreamllc.com/about/` +- `https://financialstreamllc.com/ru/about/` + +Completed: + +- EN and RU production pages; +- naturalized English and Russian copy; +- restrained premium motion; +- scroll reveal; +- card interactions; +- proof count-up; +- reduced-motion support; +- canonical logo and favicon pattern; +- responsive structure; +- EN/RU navigation; +- homepage navigation integration; +- homepage footer integration; +- sitemap integration. + +### 2. Flagship bookkeeping articles + +Released pages: + +- `/blog/us-bookkeeping-small-business.html` +- `/ru/blog/buhgalteriya-ssha-malogo-biznesa.html` + +Completed: + +- bilingual expert article structure; +- author block; +- article navigation; +- FAQ; +- source references; +- service links; +- homepage integration; +- Materials integration; +- sitemap integration; +- EN/RU language links; +- flagship hero image; +- article favicon pattern; +- Russian FAQ JSON-LD artifact cleanup. + +Canonical flagship hero image: + +`assets/img/blog/financial-stream-flagship-bookkeeping-hero.webp` + +Do not replace this asset without explicit owner approval. + +### 3. Approved Tetiana Horb portrait + +Canonical active portrait: + +`assets/img/team/tetiana-horb-ceo-approved.webp` + +The portrait is used by: + +- EN About hero; +- RU About hero; +- About image preload; +- About Open Graph metadata; +- About Twitter metadata; +- EN flagship author block; +- RU flagship author block; +- EN Article JSON-LD author image; +- RU Article JSON-LD author image. + +The active canonical portrait is: + +- WebP; +- 960 × 1200 px; +- 4:5 aspect ratio; +- approximately 46 KB; +- stored under the cache-busting approved filename. + +The previous active paths were removed: + +- `assets/img/about/tetiana-financial-stream-ceo.webp` +- `assets/img/team/tetiana-horb-ceo.webp` + +Do not restore either old path. + +### 4. Portrait incident record + +PR #18 attempted to standardize the portrait but resulted in a corrupted or non-decodable WebP being deployed under active paths. + +Observed production symptoms included: + +- approximately 15 KB download; +- broken-image icon; +- Safari being unable to decode the file; +- old cached portrait continuing to appear through an earlier URL. + +PR #19 superseded PR #18. + +PR #19: + +- restored a verified valid portrait; +- introduced a new canonical cache-busting URL; +- updated EN/RU About references; +- updated EN/RU article references; +- updated Open Graph and Twitter images; +- updated Article JSON-LD; +- removed old active portrait paths. + +PR #18 must not be treated as the final portrait implementation. + +PR #19 is the canonical final portrait repair. + +### 5. Important merged pull requests + +- PR #14 — premium bilingual About pages +- PR #16 — Russian flagship FAQ schema cleanup +- PR #17 — flagship article hero-image integration +- PR #18 — unsuccessful portrait standardization, superseded +- PR #19 — final portrait repair and canonical reference migration + +Verified PR #19 merge commit: + +`4e3fc2f2304fae7aee8407666cae055de8e3adfc` + +## Current approved business facts + +Preserve the following approved facts unless the owner explicitly changes them: + +- Financial Stream LLC; +- Tetiana Horb / Татьяна Горб; +- CEO, Financial Stream LLC; +- Federal Way, Washington; +- remote support across the United States; +- English and Russian; +- small businesses; +- service-based businesses; +- private clients; +- 127+ companies supported; +- 300+ tax forms and declarations prepared. + +Do not add unsupported claims such as: + +- CPA; +- EA; +- licensed accountant; +- certified accountant; +- degrees; +- awards; +- years of experience; +- guarantees; +- best-in-market claims; +- invented biography. + +## Approved service structure + +Preserve the existing production service scope and wording unless the owner explicitly changes it. + +The active service structure includes: + +1. Bookkeeping / QuickBooks +2. Tax Returns / Tax Preparation +3. Sales Tax / DOR Reporting +4. Payroll / L&I / Quarterly Reporting +5. Business Setup / Company Formation +6. Financial Consulting / Document Review + +Do not remove Payroll. + +Do not separate Financial Consulting from Document Review without explicit approval. + +## Intentionally deferred work + +The following work is deferred to a future redesign and is not a current blocker: + +- full visual redesign; +- sitewide header standardization; +- sitewide footer standardization; +- uniform logo dimensions across legacy pages; +- possible divider line below the header; +- About links added to every legacy template; +- stronger global motion system; +- dedicated landscape social-preview images; +- complete Playwright viewport matrix; +- full modernization of older articles; +- global design-token consolidation; +- global navigation cleanup; +- old content improvement program. + +Do not start any of these tasks automatically. + +## Social-preview cache note + +Telegram and other social platforms may preserve old preview images in their own cache. + +An old preview image is not automatically a website defect. + +Before changing production code: + +1. inspect current Open Graph metadata; +2. open the current canonical image URL directly; +3. test a new cache-busting URL; +4. determine whether the problem is third-party cache or actual production HTML. + +Do not create speculative production fixes solely because an already-sent Telegram message shows an old image. + +## Rules for future agents + +Before modifying the project: + +1. Read `PROJECT_STATUS.md`. +2. Read this closure record. +3. Read the actual current `main`. +4. Inspect production before modifying code. +5. Do not reuse merged feature branches. +6. Create one new branch per confirmed task. +7. Create one focused PR per confirmed task. +8. Preserve approved production assets unless explicitly instructed otherwise. +9. Do not restore old portrait filenames. +10. Do not treat PR #18 as the final portrait implementation. +11. Do not expand task scope without explicit approval. +12. Do not make broad redesign changes while Phase 1 remains closed. +13. Keep GitHub documentation authoritative. +14. Treat Google Drive copies as backups, not canonical replacements. + +## Restart procedure + +When Financial Stream work resumes: + +1. verify actual production state; +2. verify the current main SHA; +3. review changes made after this closure record; +4. confirm whether the owner wants: + - a defect fix; + - a factual update; + - a new article; + - a service update; + - the full redesign phase; +5. prepare one scoped implementation plan; +6. avoid reopening completed Phase 1 work without a confirmed reason. + +## Final status + +`CLOSED — READY TO MOVE TO PROAI EXPERT`