{
  "schema_version": "2026-09-09",
  "title": "Profitdrive agent-supported migration index",
  "purpose": "Machine-readable entry point for an AI assistant helping a user prepare a Profitdrive migration.",
  "source_contract": {
    "repository": "boschcg/profitpilot-foundations",
    "ref": "origin/staging",
    "commit": "650179f94ee88feb47d3ea7800f7e4026adb2a45",
    "checked_on": "2026-09-09"
  },
  "human_entry_url": "https://www.profitdrive.app/en/agent/migration/guide",
  "agent_guide_url": "https://www.profitdrive.app/en/agent/migration-resources/guide.md",
  "machine_index_url": "https://www.profitdrive.app/en/agent/migration-resources/index.json",
  "rules": {
    "sequence_required": true,
    "one_substep_at_a_time": true,
    "preserve_source": true,
    "approval_before_write": true,
    "approved_action_may_proceed_if_capable": true,
    "state_access_limitations_clearly": true,
    "do_not_invent_business_data": true,
    "do_not_claim_import_success_without_result": true
  },
  "tenant_entry": {
    "check_existing_tenant_first": true,
    "do_not_repeat_onboarding_when_tenant_exists": true,
    "select_profile_before_settings_review": true,
    "first_question": "Do you already have a Profitdrive tenant?",
    "existing_tenant_baseline": "Use the tenant's current Settings as the baseline. Complete 00.2 Migration profile before reviewing Settings; then ask only about a migration-relevant gap, a planned change, or a value the agent cannot access."
  },
  "migration_profiles": [
    {
      "id": "core",
      "title": "Core",
      "use_when": "The firm needs the standard operating baseline and migration sequence.",
      "settings_focus": ["tenant working calendar", "employer on-cost", "margin targets"]
    },
    {
      "id": "structured",
      "title": "Structured",
      "use_when": "The firm also needs teams, locations, or an optional grade catalogue and grade-costing approach.",
      "includes": "core",
      "settings_focus": [
        "teams",
        "locations",
        "location-specific employer on-cost",
        "optional grades"
      ]
    },
    {
      "id": "advanced",
      "title": "Advanced",
      "use_when": "The firm also has non-reporting cost currencies or needs to plan a controlled Xero actuals route.",
      "includes": "structured",
      "settings_focus": ["cost currencies", "exchange rates", "Xero actuals decision"]
    }
  ],
  "steps": [
    {
      "id": "00-settings",
      "title": "Settings",
      "agent_instructions_url": "https://www.profitdrive.app/en/agent/migration-resources/steps/00-settings.md",
      "contract_url": "https://www.profitdrive.app/en/agent/migration-resources/contracts/working-calendar.schema.json",
      "mode": "prepare_and_validate",
      "substeps": [
        "00.1 tenant baseline",
        "00.2 migration profile",
        "00.3 calendar and cost settings"
      ]
    },
    {
      "id": "01-people",
      "title": "People",
      "agent_instructions_url": "https://www.profitdrive.app/en/agent/migration-resources/steps/01-people.md",
      "contract_url": "https://www.profitdrive.app/en/agent/migration-resources/contracts/people.schema.json",
      "mode": "prepare_and_validate",
      "substeps": ["01.1 source and template", "01.2 corrections", "01.3 review and import"]
    },
    {
      "id": "02-projects",
      "title": "Projects",
      "agent_instructions_url": "https://www.profitdrive.app/en/agent/migration-resources/steps/02-projects.md",
      "contract_urls": [
        "https://www.profitdrive.app/en/agent/migration-resources/contracts/opportunities.schema.json",
        "https://www.profitdrive.app/en/agent/migration-resources/contracts/deal-model-meta.schema.json",
        "https://www.profitdrive.app/en/agent/migration-resources/contracts/deal-model-phases-and-rows.schema.json"
      ],
      "mode": "prepare_and_validate",
      "depends_on": ["01-people"],
      "substeps": ["02.1 historic opportunity", "02.2 Deal Model", "02.3 review then Won"]
    },
    {
      "id": "03-pipeline",
      "title": "Pipeline",
      "agent_instructions_url": "https://www.profitdrive.app/en/agent/migration-resources/steps/03-pipeline.md",
      "contract_url": "https://www.profitdrive.app/en/agent/migration-resources/contracts/opportunities.schema.json",
      "mode": "prepare_and_manual",
      "substeps": ["03.1 live opportunities", "03.2 draft changes", "03.3 review"]
    },
    {
      "id": "04-sgna",
      "title": "SG&A",
      "agent_instructions_url": "https://www.profitdrive.app/en/agent/migration-resources/steps/04-sgna.md",
      "contract_url": "https://www.profitdrive.app/en/agent/migration-resources/contracts/sgna.schema.json",
      "mode": "prepare_and_validate",
      "substeps": ["04.1 classification", "04.2 import", "04.3 review"]
    },
    {
      "id": "05-financials",
      "title": "Financials",
      "agent_instructions_url": "https://www.profitdrive.app/en/agent/migration-resources/steps/05-financials.md",
      "mode": "tenant_template_required",
      "substeps": ["05.1 actuals or Xero", "05.2 budget", "05.3 reconciliation"]
    }
  ]
}