{ "updated": "2026-06-19", "headline": "Human-in-the-loop tasks track partner work, waiting states, evidence, and contribution value separately from code/product tasks.", "tasks": [ { "id": "HITL-BIZ-001", "title": "Draft initial S-corp filing plan", "owner": "Mark Hilleary", "reviewer": "Paul", "phase": "phase-a", "milestone": "A7", "requirements": [ "REQ-HITL-001", "REQ-BIZ-001" ], "status": "waiting", "priority": "P0", "waitingOn": "Mark Hilleary", "due": "TBD", "evidence": "pending uploaded plan", "ask": "Draft the initial S-corp formation/filing plan for TriuneAmigos so Paul can review the structure and language before anything is filed. Upload the draft here and submit it for review.", "details": [ "Recommended entity structure and state of formation, with rationale.", "Ownership / share split assumptions (for partner discussion — not final).", "S-corp election (IRS Form 2553) timing and eligibility considerations.", "Registered agent, EIN, and key filing steps + estimated costs/dates.", "Open questions for Paul / outside professional input." ], "acceptance": "A written plan is uploaded and submitted for review; Paul has the language to review before any filing decision.", "notes": "This tracker records work and evidence; it is not legal or tax advice. Get professional review before filing." }, { "id": "HITL-BIZ-002", "title": "Review S-corp rules and filing direction", "owner": "Paul", "reviewer": "Paul", "phase": "phase-a", "milestone": "A7", "requirements": [ "REQ-HITL-001", "REQ-BIZ-001" ], "status": "blocked", "priority": "P0", "waitingOn": "Mark's initial S-corp plan (HITL-BIZ-001)", "due": "TBD", "evidence": "pending Paul review notes", "ask": "Review the drafted S-corp plan (from HITL-BIZ-001): structure, share split, election timing, and language — then approve the direction or return it with changes before any filing.", "details": [ "Confirm entity type / state choice fits the partners' goals.", "Sanity-check the S-corp election and tax implications (with a CPA if needed).", "Confirm ownership/contribution language before it becomes binding.", "Decide: approve to proceed to filing, or return with specific changes." ], "acceptance": "Review notes recorded; the plan is either approved to proceed or returned with changes.", "notes": "Blocked until HITL-BIZ-001 is submitted. Not legal/tax advice — use professional review." }, { "id": "HITL-BIZ-003", "title": "Research trademark availability", "owner": "Mark Hilleary", "reviewer": "Paul", "phase": "phase-a", "milestone": "A8", "requirements": [ "REQ-HITL-001", "REQ-BIZ-002" ], "status": "waiting", "priority": "P0", "waitingOn": "Mark Hilleary", "due": "TBD", "evidence": "pending research summary and screenshots/links", "ask": "Research trademark availability for the TroveSnap / Trove names (and key marks) and upload a summary with proof, so Paul can review before any trademark filing decision.", "details": [ "USPTO TESS search for 'TroveSnap', 'Trove Go', and related marks + relevant classes.", "Common-law / domain / social-handle conflicts.", "Screenshots or links as proof for each finding.", "A short recommendation: clear to file, needs a variant, or conflict found." ], "acceptance": "A research summary with proof is uploaded and submitted for review before any filing decision.", "notes": "Not legal advice — a trademark attorney should confirm before filing." }, { "id": "HITL-PARTNER-001", "title": "Track Justin partner work with accepted evidence", "owner": "Justin Hilleary", "reviewer": "Paul", "phase": "phase-a", "milestone": "A4", "requirements": [ "REQ-HITL-002", "REQ-PARTNER-001" ], "status": "waiting", "priority": "P1", "waitingOn": "Justin Hilleary", "due": "TBD", "evidence": "pending accepted work log", "ask": "Capture Justin's actual accepted partner contributions (with evidence) so partnership-percentage discussions are based on real, reviewed work — not claimed effort. Justin's concrete deliverables will be defined as sprint work items over the next few days.", "details": [ "Log each contribution with a deliverable + evidence (file, link, or commit).", "Paul reviews and marks contributions accepted.", "Sprint work items will reference this ticket as they're defined." ], "acceptance": "Accepted contributions are visible with evidence before any partnership-percentage decision.", "notes": "Tracks accepted work + business value separately from claimed effort." }, { "id": "HITL-RESEARCH-001", "title": "Gather garage-sale photo sets", "owner": "Justin Hilleary", "reviewer": "Paul", "phase": "phase-r", "milestone": "R1", "requirements": [ "REQ-RESEARCH-001" ], "status": "waiting", "priority": "P1", "waitingOn": "Justin Hilleary", "due": "TBD", "evidence": "pending uploaded sample sets", "ask": "Go to real garage sales and capture photo sets — wide scene/table shots plus a few centered item shots per notable find. Upload the photo sets here and submit. (Just gathering the images — tagging/corpus-building is a separate task.)", "details": [ "Wide scene + table shots, then 2-3 centered shots for notable pieces.", "Consistent capture (orientation, lighting) where possible.", "No people / no private addresses in frame; note location only as zip/area." ], "acceptance": "Photo sets uploaded and submitted; Paul reviews and accepts the gathered images.", "notes": "Gathering only. Tagging + corpus-building is Paul's task (WI-038)." }, { "id": "HITL-RESEARCH-002", "title": "Gather estate-sale photo sets", "owner": "Justin Hilleary", "reviewer": "Paul", "phase": "phase-r", "milestone": "R2", "requirements": [ "REQ-RESEARCH-002" ], "status": "waiting", "priority": "P1", "waitingOn": "Justin Hilleary", "due": "TBD", "evidence": "pending uploaded sample sets", "ask": "Go to real estate sales (richer/higher-value) and capture photo sets — room/zone overviews plus centered item shots and any maker-mark/label close-ups. Upload the photo sets here and submit. (Just gathering the images — tagging/corpus-building is separate.)", "details": [ "Room/zone overview shots + centered shots for notable pieces.", "Close-ups of maker marks / labels where present.", "No private client info, consignor names, or addresses in frame." ], "acceptance": "Photo sets uploaded and submitted; Paul reviews and accepts the gathered images.", "notes": "Gathering only. Tagging + corpus-building is Paul's task (WI-038)." }, { "id": "HITL-RESEARCH-003", "title": "Estate-seller pain-point interviews", "owner": "Justin Hilleary", "reviewer": "Paul", "phase": "phase-r", "milestone": "R3", "requirements": [ "REQ-RESEARCH-003" ], "status": "waiting", "priority": "P0", "waitingOn": "Justin Hilleary", "due": "TBD", "evidence": "pending interview notes + synthesis", "ask": "Talk to estate sellers about their real pain points (intake, pricing, labels, checkout, unsold recovery, reporting) and synthesize the conversations into themes that inform the build.", "details": [ "Capture quotes + the workflow step where pain occurs.", "Map each pain point to an existing phase/requirement where possible.", "Synthesize into a short themed summary; flag anything that should change the plan.", "Note who would be a good early beta candidate (feeds R4)." ], "acceptance": "Interview notes uploaded and synthesized; findings recorded against the plan.", "notes": "Drives plan decisions — link findings back to requirements/roadmap." }, { "id": "HITL-RESEARCH-004", "title": "Recruit & onboard an early beta cohort", "owner": "Justin Hilleary", "reviewer": "Paul", "phase": "phase-r", "milestone": "R4", "requirements": [ "REQ-RESEARCH-004" ], "status": "waiting", "priority": "P1", "waitingOn": "Justin Hilleary", "due": "TBD", "evidence": "pending beta feedback log", "ask": "Bring a small set of real sellers on early to test how our enhancements improve their workflow, and capture their feedback.", "details": [ "Identify 2-5 willing sellers (often from R3 interviews).", "Get consent; respect privacy (no public PII).", "Onboard them to the relevant enhancement and capture structured feedback.", "Feed feedback back into the plan + the demand/recovery loop." ], "acceptance": "A beta cohort is onboarded and feedback is logged + reviewed.", "notes": "Early validation loop; consent + privacy required." }, { "id": "HITL-RESEARCH-005", "title": "Compile estate-seller / liquidator list (Sacramento + surrounding)", "owner": "Justin Hilleary", "reviewer": "Paul", "phase": "phase-r", "milestone": "R6", "requirements": [ "REQ-RESEARCH-006" ], "status": "waiting", "priority": "P1", "waitingOn": "Justin Hilleary", "due": "TBD", "evidence": "pending compiled prospect list", "ask": "Compile a list of estate sellers / liquidators operating in Sacramento and the surrounding areas (Roseville, Folsom, El Dorado, Elk Grove, etc.) so we have prospects for pain-point interviews and beta recruiting. Upload the list and submit for review.", "details": [ "Capture: company/person name, area served, source (website/EstateSales.net/Facebook/etc.), and a public contact or handle where available.", "Prioritize active, local operators; note rough size/cadence if visible.", "Dedupe; flag any that look like good early beta candidates (feeds R4).", "Use only publicly listed info — no scraping behind logins, no private data." ], "acceptance": "A deduped prospect list is uploaded and submitted; Paul reviews and accepts before outreach.", "notes": "Local-density-first (D4). Feeds R3 interviews + R4 beta cohort. Public info only." } ] }