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    © 2026 Gray Group International LLC. All rights reserved.·
    Made by gardenpatch 🌱

    Privacy PolicyTerms of ServiceCookie Policy

    Petunia™ is a trademark of Gray Group International LLC. The Petunia name, brand, product design, and content are proprietary. Unauthorized use, imitation, or copying is prohibited.

    Documentation

    README

    docs/next-actions/README.md
    Docs homeGuidesSupport
    Quick links
    Start here
    How the docs are organized.
    Environment setup
    Configure env + run locally.
    Unified Inbox
    Inbox concepts & behavior.
    Voice AI setup
    Providers, Twilio, testing.
    Pricing model
    Source-of-truth pricing.
    Operations runbook
    How to operate safely.

    Next Actions Directory

    Purpose

    This directory contains ACTIONABLE items that still need work. These are not documentation or historical records - they are living task lists that guide ongoing development.

    Use this for:

    • Feature implementations in progress
    • Known bugs/issues that need fixing
    • Technical debt that needs addressing
    • Refactoring tasks with clear scope
    • Security/performance improvements planned

    Do NOT use this for:

    • Completed work (use git history)
    • General ideas (use GitHub Discussions/Issues)
    • Documentation (use /docs/)
    • Progress reports (use .tmp/ directory)

    File Naming Convention

    YYYY-MM-DD-feature-name.md
    

    Examples:

    • 2025-12-19-auth-migration.md
    • 2025-12-20-voice-call-improvements.md
    • 2025-12-15-database-optimization.md

    Delete files when all items are complete.

    Template Format

    Each next-actions file should follow this structure:

    # [Feature/Area Name] - Next Actions
    
    **Created:** YYYY-MM-DD
    **Owner:** @username (optional)
    **Priority:** High | Medium | Low
    **Status:** In Progress | Blocked | Planning
    
    ## Context
    
    Brief 2-3 sentence explanation of what this is about and why it matters.
    
    **Related:**
    - PR: #123
    - Issue: #456
    - Code: `/path/to/relevant/file.ts`
    - Docs: `/docs/relevant-doc.md`
    
    ## Action Items
    
    ### High Priority
    
    - [ ] **[ACTION-001]** Clear, specific task description
      - **Owner:** @username (optional)
      - **Effort:** Small | Medium | Large
      - **Blocked by:** Nothing | Issue #123 | Other dependency
      - **Notes:** Any important context or considerations
    
    - [ ] **[ACTION-002]** Another task
      - **Owner:** @username
      - **Effort:** Medium
      - **Blocked by:** ACTION-001
      - **Notes:** Depends on completion of ACTION-001
    
    ### Medium Priority
    
    - [ ] **[ACTION-003]** Task description
      - **Owner:** Unassigned
      - **Effort:** Small
      - **Blocked by:** Nothing
    
    ### Completed
    
    - [x] **[ACTION-000]** Example completed task (YYYY-MM-DD)
      - **Owner:** @username
      - **Result:** What was accomplished, link to PR #123
    
    ## Notes
    
    Any additional context, decisions made, or important considerations.
    
    ## Success Criteria
    
    Clear definition of when this next-actions file can be deleted:
    - [ ] All high priority items complete
    - [ ] All medium priority items complete or converted to GitHub issues
    - [ ] Related PRs merged
    - [ ] Documentation updated
    

    Priority Definitions

    PriorityDefinitionTimeline
    HighBlocks other work, affects critical paths, or security/data integrity issuesThis week
    MediumImportant but not blocking, tech debt, performance improvementsThis month
    LowNice to have, minor improvements, cleanupThis quarter

    Effort Estimates

    EffortDefinitionTime
    SmallSimple change, single file, low risk< 2 hours
    MediumMultiple files, some complexity, moderate risk2-8 hours
    LargeComplex change, many files, high risk, needs design> 8 hours

    Workflow

    Creating a Next-Actions File

    1. Use the template above
    2. Fill in context and action items
    3. Link to related code/PRs/issues
    4. Commit to git (these ARE tracked)

    Updating a Next-Actions File

    1. Check off completed items - move to "Completed" section
    2. Add new items as they're discovered
    3. Update blocked status as dependencies resolve
    4. Commit changes regularly

    Closing a Next-Actions File

    When ALL items are complete or converted to GitHub issues:

    1. Ensure all checkboxes are checked or items are moved elsewhere
    2. Delete the file: git rm docs/next-actions/YYYY-MM-DD-feature-name.md
    3. Commit: git commit -m "chore: close next-actions for [feature] - all items complete"

    Best Practices

    DO:

    • Keep items specific and actionable ("Add validation to X" not "Improve X")
    • Link to relevant code, PRs, and issues
    • Update status as you work
    • Delete files when complete
    • Use effort/priority to guide work order
    • Break large tasks into smaller actionable items

    DON'T:

    • Create next-actions files for vague ideas
    • Let completed files sit around (delete them)
    • Duplicate GitHub issues here (link to them instead)
    • Write essays (keep it concise and actionable)
    • Use this for documentation (use /docs/ or /features/)

    Examples

    Good Next-Actions Items

    • [ACTION-001] Add email validation to signup form in /app/api/auth/signup/route.ts
    • [ACTION-002] Fix race condition in voice call webhook handler (Issue #456)
    • [ACTION-003] Migrate Prisma queries in /lib/services/lead/ to use batch operations

    Bad Next-Actions Items

    • Make the app better (too vague)
    • Fix all bugs (not specific)
    • Research AI stuff (not actionable - use GitHub Discussions)
    • Document the codebase (not an action item - use /docs/)

    Integration with Other Systems

    SystemRelationshipWhen to Use
    GitHub IssuesTrack public bugs/featuresUser-facing issues, community requests
    GitHub PRsImplement action itemsWhen ready to code, link back to next-actions
    /docs/Permanent documentationArchitecture, guides, runbooks
    .tmp/Temporary workAnalysis, verification, one-time reports
    Git commitsHistory of changesWhat was done and why
    Next-ActionsImmediate work queueWhat needs to be done next

    Maintenance

    Weekly:

    • Review all next-actions files
    • Update progress on action items
    • Delete completed files
    • Re-prioritize as needed

    Monthly:

    • Convert low-priority items to GitHub issues if not urgent
    • Archive or delete stale next-actions files
    • Ensure all files have recent activity or clear blockers

    Questions?

    If you're unsure whether something belongs in next-actions:

    Ask yourself:

    1. Is this actionable RIGHT NOW? (Yes - next-actions, No - GitHub issue)
    2. Is someone actively working on this? (Yes - next-actions, No - GitHub issue)
    3. Does this have a clear completion criteria? (Yes - next-actions, No - refine it first)

    If still unsure, default to GitHub Issues and link to them from a next-actions file if needed.

    On this page
    PurposeFile Naming ConventionTemplate FormatContextAction ItemsHigh PriorityMedium PriorityCompletedNotesSuccess CriteriaPriority DefinitionsEffort EstimatesWorkflowCreating a Next-Actions FileUpdating a Next-Actions FileClosing a Next-Actions FileBest PracticesDO:DON'T:ExamplesGood Next-Actions ItemsBad Next-Actions ItemsIntegration with Other SystemsMaintenanceQuestions?