/triage

Multi-customer portfolio view. Answer: where should the FDE spend the next hour?

Step 0: Parse cohort filter

Optional first argument: active | blocked | all. Default: active.

• active — customers with at least one commit to their dir in the last 14 days
• blocked — customers with at least one HIGH blocker or HIGH unknown
• all — every customer dir, regardless of recency

Set COHORT from the argument or default to active.

Step 1: NO session marker check

Unlike /discovery / /scope / /poc / /integrate / /value-frame, /triage runs without requiring /customer-context first. It's the meta view — the FDE is deciding which customer to load context for. Requiring a per-customer marker here is backwards.

Step 2: List customers

CUSTOMERS=$(ls -d customers/*/ 2>/dev/null | xargs -n1 basename 2>/dev/null)
COUNT=$(echo "$CUSTOMERS" | grep -c . || echo 0)
echo "FOUND_CUSTOMERS=$COUNT"

If FOUND_CUSTOMERS=0: "No customers/ subdirectories. Run /customer-context <name> for your first customer." Stop.

Step 3: Context-window guard

If FOUND_CUSTOMERS > 10 AND COHORT=all:

You have $COUNT customers. Loading profile.md + blockers.md + unknowns.md for all of them may exhaust the context window. Filter to a smaller cohort? Options: active (last 14d) / blocked (HIGH items only) / all (proceed anyway).

Wait for FDE response. Default to active if they don't pick.

Step 4: Apply cohort filter

For active:

ACTIVE_CUSTOMERS=""
for c in $CUSTOMERS; do
  LAST=$(git log -1 --format=%ct -- "customers/$c/" 2>/dev/null)
  if [ -n "$LAST" ] && [ $(( $(date +%s) - LAST )) -lt 1209600 ]; then
    ACTIVE_CUSTOMERS="$ACTIVE_CUSTOMERS $c"
  fi
done

For blocked:

BLOCKED_CUSTOMERS=""
for c in $CUSTOMERS; do
  HIGH=$(grep -A100 '^## HIGH' "customers/$c/blockers.md" "customers/$c/unknowns.md" 2>/dev/null | grep -c '^- ' || echo 0)
  [ "$HIGH" -gt 0 ] && BLOCKED_CUSTOMERS="$BLOCKED_CUSTOMERS $c"
done

For all: use the full $CUSTOMERS list.

Step 5: Load + extract per customer

For each customer in the filtered cohort, read:

• customers/<name>/profile.md — for the company one-liner and engagement stage
• customers/<name>/blockers.md — HIGH section only
• customers/<name>/unknowns.md — HIGH section only
• customers/<name>/timeline.md — for upcoming key dates

Extract:

• STAGE: from profile.md "Engagement Context" — POV / Integration / Production / Renewal / etc.
• HIGH_BLOCKERS[name]: bullets under ## HIGH in blockers.md
• HIGH_UNKNOWNS[name]: bullets under ## HIGH in unknowns.md (including any [scope-...] and [value-frame-...] audit-tagged items)
• UPCOMING[name]: items under ## Upcoming in timeline.md, especially any with dates in the next 14 days

Step 6: Compute urgency score per customer

Rough scoring — the goal is ranking, not precision:

urgency = (HIGH_BLOCKERS_count × 3)
       + min(HIGH_UNKNOWNS_count, 5) × 2
       + (UPCOMING_within_7_days × 10)
       + (DAYS_SINCE_LAST_COMMIT > 7 ? -1 : 0)

Two design choices worth noting:

1. Unknown count is capped at 5. A customer accumulating 12 HIGH unknowns isn't 6x more urgent than one with 2 — it's a sign the customer has been neglected, not a sign of imminent crisis. Capping prevents discovery-stage customers (which naturally have many open questions) from shadowing integration-stage customers facing real deadlines.
2. Within-7d items dominate. Each weighs 10, so a single imminent deadline (1 × 10 = 10) outweighs 5 unknowns (5 × 2 = 10) and ties 3 blockers (3 × 3 = 9). A near-term deadline almost always trumps accumulated unresolved items.

Step 7: Print Triage Brief

Sort customers descending by urgency. Print:

════════════════════════════════════════════════════════════
TRIAGE: <COHORT> cohort | <COUNT> customers | <DATE>
════════════════════════════════════════════════════════════

[for each customer, ranked by urgency:]
▶ <name> — <one-line from profile> — <STAGE>
  Urgency: <score>
  HIGH blockers:
    - <bullet>
    - <bullet>
  HIGH unknowns:
    - <bullet>
  Upcoming (next 14d):
    - <date>: <event>
  Last activity: <N days ago>

[footer]
RECOMMENDED FIRST ACTION:
  <top-ranked customer's most urgent item>
════════════════════════════════════════════════════════════

If [scope-*] or [value-frame-*] tagged items appear in HIGH unknowns, note them — those are the audit trail from earlier skills. They're disproportionately worth resolving because they're blocking forward progress on already-scoped work.

Step 8: No file writes, no commit

/triage is read-only. It does NOT:

• Modify any customer file
• Commit anything to the repo
• Write a session marker for any customer

The FDE chooses where to focus, then runs /customer-context <name> to enter a per-customer session.

Step 9: Suggest next step

After the brief, print:

Next:
  /customer-context <name>   # enter session for top-ranked customer
  /triage blocked            # narrow to only blocked customers
  /triage all                # see every customer regardless of activity