Skip to content

Process Documentation

This folder is the process-management view of Peppermint operational rules. It explains what business events change CRM, Projects, Xero, or reporting state, and the business rules behind those changes.

Keep implementation-heavy notes in the technical docs and link to them from here. Process docs should stay readable for operators and process owners: what runs, what records can change, when the automation refuses to act, and what needs manual review.

The order below follows the Processes navigation defined in mkdocs.yml.

Process Pages

  • Deal Process - how to open Deals, confirm automatic project setup, move won MSP and Tech Project Deals to Reserved, Approval and Payment Pending, and review generated Delivery Models.
  • MSP Invoicing Process - how to activate recurring MSP invoices, choose monthly or annual seat billing, maintain invoice lines, generate draft invoices, and review warning conditions.
  • Business Rules Register - index of implemented mutating workflows, the business events that trigger them, records that may change, current rule documents, and technical references.

Existing Reference Assets

SharePoint-sourced folders contain documents fetched for reference but not produced from this repo.

MSP onboarding/import assets and tooling live in msp_imports/ at the repo root.