Master Ops Center · Update Methodology

How we update every connected document and system.

Anything you change in one place propagates everywhere it should — and nowhere it shouldn't. Eight-step protocol below. The cascade matrix catches downstream impact. The verification checklist proves it landed.

V2 canon scrub · 2026-06-13
This page has been updated to reflect V2 architecture canon. Supabase is master; Cloudflare Workers are the single source of computation; the Make.com LESRI-Compute scenario and the AUTO-RX1 prompt are archived; the 26 SmartSuite AI agents are retired (migrated to Worker endpoints PD.3, PD.6, PD.8-11); SmartSuite is now a one-way operational mirror. IP layers follow the V2 4-tier kb_ip_layers model (public / internal / restricted / trade_secret), not the prior L1-L3 SmartSuite-internal model. Source of truth: BA-Architecture-Canon-2026-06-12-V2.md.

The 8-step protocol

Run this top to bottom every time. Skip nothing. The protocol exists because every change has more downstream impact than feels intuitive.

1Identify change trigger and classify

What changed, why, and which classification dimensions are affected.
  1. Name the trigger using the catalog below (algorithm change, schema change, pricing change, strategic pivot, IP boundary change, new partner, regulatory update, lessons-learned).
  2. Pull the affected docs from the Meta-Architecture matrix. Filter by ipLayer, systemLayer, and methodologyRole.
  3. Re-classify if needed. A pricing change might bump a doc from internal → partner audience. A new algorithm version might bump from L3 → L4.

2Walk the cascade matrix

For every triggered doc, identify every downstream artifact that must change too.

The cascade matrix (further down this page) maps "if X changes, then Y must change too". Walking it is how you avoid the classic failure mode — updating the spec but forgetting the runbook, or updating the runbook but forgetting the investor narrative.

Output: a write list of every doc, system, scenario, schema, and external surface that needs touching.

3Version-bump and archive the predecessor

Never edit a canonical doc in place if the change is non-trivial. Bump version, archive prior.
  • Architecture docs: semver. MAJOR for breaking changes (schema migration required), MINOR for additive features, PATCH for clarifications. Filename = BA-Whatever-Architecture-v1.2.html.
  • Strategy/narrative docs: date stamp. 2026-05-31 in filename when the version of record changes.
  • Algorithm/IP docs: semver + ledger entry. Add to Master-Algorithm-Design-Doc change ledger.
  • Sprint plans: rename old to -completed, archive into Archive/. Never overwrite.
  • The rule: every superseded file moves to an Archive/ subfolder within the same topic directory. No deletes, ever.

4Update primary spec or source of truth first

Update the L4/L3 specification doc before its implementations and narrative children.

Order of operation always: specification → implementation → operations → narrative → evidence. Updating downstream artifacts before the spec is the bug pattern that produces silent drift.

Examples:

  • Algorithm change: Update Master Algorithm Design Doc before the LESRI Worker code and any Supabase configuration tables (thresholds, weights, lookup rows) that the Worker reads from.
  • Schema change: Update ba-database-schema.sql before migration scripts, RLS policies, Worker endpoints.
  • Pricing change: Update project_unit_economics_tiered_pricing memory before pro forma, investor deck, or sales materials.

5Propagate to implementations and operations

Worker code, Supabase schema/config, runbooks. SmartSuite mirror updates are downstream-only.
  1. Worker code & Supabase schema/config: write migration; update Worker handlers and types; deploy to staging; verify; deploy to prod. The Worker is the single source of computation — LESRI, phi thresholds, ABC opt, Fibonacci progression, Golden Ratio scaling, and the prescription/AI-agent endpoints all live here.
  2. Make.com scenarios (historical / selective): Make is no longer a primary orchestration layer under V2. The LESRI-Compute and AUTO-RX1 scenarios are archived. Any remaining scenario is retained only after per-scenario cost analysis confirms it's worth keeping; edit module-by-module when retained, and do not duplicate scenarios as backup.
  3. SmartSuite operational mirror: SmartSuite holds no math and no algorithm logic under V2 — it is a one-way operational mirror fed by the Worker (F.32 prescription mirror is the canonical push direction). When the mirror's field shapes themselves must change, always script field/table changes from 01-SCRIPTS/ using python3. Never manual entry unless the API can't do it.
  4. Runbooks: update step numbers, screenshots, expected outputs. Update the dashboard execution runbook if applicable.

6Propagate to narrative and evidence

Pitch deck, investor doc, partner materials, public site, marketing copy.

The order here protects IP layer separation. Under V2 canon, IP layers are resolved against the kb_ip_layers lookup in Supabase — a four-tier model that replaces the prior L1-L3 SmartSuite-internal model:

  • public: marketing site, blog, social. Generic functional descriptions only. No vendor brands. No trade-secret detail.
  • internal: BA team-facing operational documentation, runbooks, and partner-onboarding materials. Apply post-NDA detail rules for partner-facing surfaces. Schools see prevention story; franchisees see opex model; investors see TAM/SAM/SOM.
  • restricted: full methodology detail and proprietary references. Lives in the Module 13 knowledge base (Supabase kb_* tables) and in Worker code — not in SmartSuite tasks/planners, which are mirror-only under V2.
  • trade_secret: never publish externally. Algorithm internals, threshold values, composition functions. Watermark + copy protection. Ledger entry of every external view.

7Verify and run sync checklist

Prove every downstream artifact actually landed. Read every file. Test every endpoint.

Use the verification checklist below. Anything unchecked is a half-finished change. Half-finished changes are the source of drift.

8Communicate the change

Internal log, investor heads-up if material, partner update if it affects them.
  • Internal: update MEMORY.md with the new fact, decision, or deprecation.
  • Investor: only if material to the thesis (algorithm pivot, pricing pivot, capital plan change). Use the same voice as the investor doc suite.
  • Partner: if the change affects their experience or contract (pricing, methodology, capacity).
  • Public: only after all L2/L3/L4 propagation is verified. Public is always last.

Change trigger catalog

The 8 most common triggers and their typical cascade. If you can name the trigger, you can predict the impact surface.

Algorithm change

LESRI weights · thresholds · domain definitions · phi-power composite
Cascade (V2): Algorithm Design Doc → LESRI Worker code → Supabase config tables (if thresholds, weights, or lookups change) → F.32 mirror to SmartSuite (downstream-only) → BETA dashboard recommendations → investor pitch (engine slide) → patent application (if material) → master algorithm change ledger

Schema change

Supabase tables · columns · RLS policies · enum values
Cascade (V2): ba-database-schema.sql → migration SQL → Worker endpoints → Worker handler TypeScript types → seed scripts → sync scripts → BETA Architecture HTML §6 → dashboard runbook

Pricing change

Subscription tiers · franchise fee · provider tiers · school rates
Cascade: unit economics memory → pro forma → investor deck → DocuSign templates → partner-facing materials → SmartSuite price fields (operational mirror only) → Klaviyo flows (if pricing referenced) → public site (only after all above)

Strategic pivot

Business model · positioning · target market · capital strategy
Cascade: project memories → all investor docs (rebuild) → all public sites → all partner outreach materials → workstream cross-walk → 30/60/90 plan → Master Ops Center workstreams array

IP boundary change

New trade secret · trademark filing · patent filing · NDA template update
Cascade: IP doc inventory → Compartmentalization Architecture → audience reclassification of all docs touching the changed area → token-gate deployment if needed → trademark attorney action items

New partner / pilot

School pilot · club integration · provider added · investor commit
Cascade: project memory entry → SmartSuite CRM record → onboarding runbook → pilot success criteria doc → reference list in investor deck → workstream cross-walk dependencies → Master Ops Center docs registry

Regulatory or compliance update

Minor consent · health data · franchise disclosure · NCAA/USA rules
Cascade: legal templates → DocuSign envelopes → school/club agreements → parent consent flows → RLS policies if data-scope changes → privacy policy → public site

Lessons learned / feedback

User correction · validated approach · failed assumption
Cascade: feedback memory entry → update relevant playbooks → update style/voice guidelines if narrative → flag affected past deliverables for revision (do not delete)

Cascade matrix · what triggers what

Read across each row. "Must" means a change in the row's trigger forces a change in that column. "Maybe" means review-required. Empty means no propagation needed.

Spec doc
Worker / Supabase
Make.com
(selective, cost-conditional)
SmartSuite
(operational mirror)
Runbook
Investor
Partner
Public
Algorithm change
Must
Must
Must
Must
Must
Maybe
Schema change
Must
Must
Must
Maybe
Must
Pricing change
Must
Maybe
Maybe
Must
Maybe
Must
Must
Maybe
Strategic pivot
Must
Maybe
Must
Must
Must
Must
IP boundary change
Must
Maybe
Maybe
Must
Maybe
Must
Must
New partner / pilot
Must
Must
Maybe
Must
Regulatory update
Must
Maybe
Maybe
Maybe
Must
Must
Must
Lessons learned
Maybe
Maybe

Version control conventions

Doc typeVersioning schemeExample filenameWhen to bump
Architecture doc Semver (MAJOR.MINOR.PATCH) BA-Platform-Migration-Architecture-v1.0.html MAJOR = breaking · MINOR = additive · PATCH = clarification
Sprint plan Date-anchored Dashboard-Sprint-Week-Jun1-Jun7.md New week = new file. Prior moves to Archive/
Strategy / narrative Date stamp on rename BA-Strategic-Workstream-Cross-Walk-v2.0.html When voice or framing materially shifts
Algorithm / IP Semver + change ledger Master-Algorithm-Design-Doc-v3.0.docx Any variable, weight, threshold, composition change
Investor doc Date + content version BA-Investor-Memo-v3-May30.html Any material change to thesis, capital plan, or projections
Code (Worker, scripts) Semver in source comments lesri.ts // v1.2 Standard semver. Tag deployments.
SmartSuite schema Field slug catalog dated reference_smartsuite_field_slugs Any add/rename/delete of fields. Update memory file.
Memory entries Update in place + date in body if material project_lesri_phase1_plan.md Continuously. Add date when status changes materially.

Sync verification checklist

For every change, run through this. Check off as you confirm. Persists in this browser.

Rollback procedure

If a change introduces drift, breaks production, or violates IP compartmentalization, follow this protocol in order.

R1Halt downstream propagation

Stop. Do not propagate further. If the change is mid-cascade, pause Make.com scenarios that would touch the affected layer. Disable the affected Worker route if necessary.

R2Restore predecessor from Archive

Copy the archived predecessor back to its canonical location with a -restored-YYYYMMDD suffix. Do not overwrite the failed new version — archive that too with a -failed-YYYYMMDD suffix. Both versions coexist for forensic review.

R3Re-run integration tests

End-to-end (V2): assessment intake → LESRI Worker compute → Supabase row write → trigger-driven SmartSuite mirror (F.32) → dashboard read → Worker prescription endpoint output. Verify on Justin Wallace test record first, then any other BETA athletes.

R4Document the failure

Write a feedback memory entry naming what failed, why it failed, and the rule going forward. Failure is data; it makes the methodology better.

Communication plan

AudienceWhen to notifyChannelVoice
Internal (Claude memory) Every change MEMORY.md entry Terse fact. Why. How to apply.
Sunhae / Justin (BETA athletes) Methodology or dashboard change that affects their view iMessage + dashboard banner Positive, aspirational, commitment-forward. Crawl-walk-run framing.
Investors Material change to thesis, capital plan, projections, IP, or operating model Email + updated investor memo Confident, data-led, pragmatic. Lead with the why.
Schools / Clubs Pricing, methodology, or service change affecting their pilot Email + updated partner deck Prevention-first. Outcomes language. No vendor brand mentions.
Franchisees (future) Any change to franchise economics, brand standards, or operating system Operator handbook update + email System-led. Operator-owner voice.
Public / marketing Only after all L2/L3/L4 propagation verified Public site + social L1 only. Generic functional description. No methodology detail.
Trademark attorney (Courtney Thornton) New mark filing, audience change for an existing mark, or material brand evolution Email with action item list Action-item-led. Reference IP doc inventory.

The standing rules

These never change. They are the constraints inside which all updates happen.

Archive, never delete

Every superseded file moves to Archive/ within the same topic directory. No rm. No delete tool calls on user files. This is non-negotiable.

Prompt before multi-doc changes

If a change will affect more than one canonical doc, prompt the user before executing. Show the cascade. Confirm scope.

Index, audit, search before brand/strategy work

Always index, audit, and search the directory before any brand, messaging, architecture, or strategy work. Never work from assumption.

Trade-secret tier never leaves the Worker or Supabase restricted layer

Algorithm weights, thresholds, and composition functions stay compartmentalized inside Worker code and the kb_ip_layers = 'trade_secret' rows. No external doc. No client-facing surface. No public site. Ever.

Voice rules apply to every update

Client comms: positive/aspirational/commitment-forward. Investor: confident/data-led. No silence/exit/financial-pressure framing. No emojis. Avenir Next throughout.

Single credential set per system

Never fabricate alternate credentials. SmartSuite has one token/account-id pair. Supabase has one key. Use what is in the reference memories.

Revision history