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SMcCarthyCSL / architecture-diagram-enhancement-proposal.md
Created September 14, 2025 14:48
Proposal for Enhancing Architecture Diagrams via HTML Interface

Proposal for Enhancing Architecture Diagrams via HTML Interface

Overview

The goal is to create an interactive HTML interface that visualizes the architecture diagrams from the CS&L Technology Roadmap repository. This interface will allow users to explore the architecture in a more engaging and informative manner.

Current State

The repository contains several HTML files that outline different aspects of the architecture:

  • azure-architecture-complete.html: Executive drill-through view.
  • enhanced-microsoft-architecture.html: Interactive drill-down view.
  • microsoft-architecture-diagrams.html: Executive architecture overview.
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SMcCarthyCSL / sample_gist.md
Created September 13, 2025 02:08
A sample gist for demonstration purposes

Sample Gist

This is a sample gist created to demonstrate the GitHub Gist API.

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SMcCarthyCSL / critical_review.md
Created September 12, 2025 23:27
Critical review of proposed recommendations against best practices for CS&L Technology Roadmap workspace.

Critical Review of Proposed Recommendations

Overview

This review assesses the proposed recommendations against established best practices for the CS&L Technology Roadmap workspace. The goal is to ensure that the recommendations align with compliance standards, integration of tools, and overall effectiveness in achieving project goals.

Key Findings

1. Compliance with Standards

  • ASCII-Only Content: The recommendations should ensure that all documentation and code adhere to the ASCII-only requirement, maintaining compatibility across various systems.
  • Professional Communication: The use of professional language must be consistent throughout the recommendations, avoiding marketing jargon and maintaining a factual tone.
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SMcCarthyCSL / critical_questions.md
Created September 12, 2025 22:30
Critical Questions Addressing Datarails Integration, Sage Intacct Data Volume, Compliance Requirements, Change Management, and Success Metrics

Critical Questions to Address

Datarails Integration Complexity

  • Complexity of Datarails API: The Datarails API is designed to be user-friendly with comprehensive documentation. However, the complexity can vary based on the specific functionalities required for integration. Pre-built connectors are available to simplify the integration process, allowing for quicker deployment and reduced development effort.

Sage Intacct Data Volume

  • Data Volume and Refresh Frequency: The data volume for Sage Intacct can be substantial, depending on the number of transactions and clients managed. Typically, the refresh frequency is set to daily or weekly, but this can be adjusted based on client needs and system capabilities. Understanding the specific data volume and refresh requirements is crucial for designing an efficient architecture that can handle the load without performance degradation.

Compliance Requirements

  • Industry-Specific Requirements: Beyond SOC 2 compliance, CPA clients may hav
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SMcCarthyCSL / project_plan.md
Created September 12, 2025 19:12
Updated Project Plan for CS&L Technology Roadmap

Updated Project Plan for CS&L Technology Roadmap

Overview

This document outlines the updated project plan for the CS&L Technology Roadmap, incorporating recent feedback and enhancements to documentation and knowledge indexing.

New Phase: Documentation & Knowledge Index Enhancements

Objectives

  • Maintain updated Todos based on chat history and project plan.
  • Enhance documentation and knowledge indexing for better AI navigation and team understanding.
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SMcCarthyCSL / code-organization-naming-conventions.md
Created September 12, 2025 19:04
Plan for Code Organization & Naming Conventions

Code Organization & Naming Conventions

Overview

The repository enforces strict naming and style conventions across the stack, which is excellent for consistency. To optimize further, we should continue and extend these conventions so that all code (in every language) is self-explanatory and easy to navigate for the AI agent.

Key Actions

1. Adhere to Consistent Naming

  • Azure Resources: Continue using the prefix naming scheme for Azure resources (e.g. csl-{env}-{service}-{instance}).
  • File Names: Use kebab-case for file names rigorously.