Account dossiers — tools

The distinct tools record for Account dossiers. This page is proposal-only.

Status: proposedLifecycle: candidate

Record status

Record ID: field-guide:account-dossiers
Parent lifecycle: candidate
Page lane: tools
Lane lifecycle: proposed
Owner: Wick
Owner role: Not separately recorded
Owner status: Not separately recorded
Qualification result: NOT RUN · held for evidence and human review

Working browser surface: Field guides — documentation — Inspect the guide and persist local checkpoints. This route is local-only; provider, credential, database, customer, publication, deployment, and production effects remain held.

Authoritative tools lane tools and interfaces

Canonical tools-page assignments

PointGuard (interface · required) — Provides a persistent contextual room for the current dossier while specialist Notebook surfaces remain canonical record owners; it must not be treated as an execution backend.
Notebook Notes (interface · required) — Stores source-labelled observations, quotations, interpretations, and open questions with revision and provenance context.
Notebook Files (interface · required) — Keeps local source-file references beside dossier records and exposes type, size, and links without implying hidden upload or protected storage.
Notebook Projects (interface · required) — Groups the dossier with related research, outreach, drafts, triage, and chronology records while exposing lifecycle and evidence links.
Notebook Messages (interface · required) — Prepares and reviews drafts with recipients and source context while final external send remains human-held.
Notebook Approvals (interface · required) — Records review state, decision rationale, receipts, and held actions before qualification or external communication.
Notebook Search (interface · required) — Finds local indexed records and supports type and visibility filters without implying customer or provider indexing.
Notebook Agent Logs (interface · required) — Makes Wick's current work, authority boundaries, receipts, and review state inspectable.

Only the page's admitted lane is rendered as an assignment. Other lane inventories remain source records but are not merged here. Tool kind and required/optional status are preserved.

Authoritative lane instrument assignments

Canonical tools-page assignments

No verified instrument is assigned to this tools lane.

An instrument listed only for another lane does not become a tools-page assignment.

Use boundary

Unverified world-post research may be mistaken for account fact.
A dossier may accidentally become a customer or qualification record without evidence or human approval.
Duplicate aliases can fragment chronology and outreach context.
Draft recipients or attachments may be wrong; final send must remain held.
Local prototype or indexed routes do not prove connected web behavior.
Sensitive account material may be exposed if visibility, provenance, or local file custody is unclear.
Stale sources can produce misleading personalization or response triage.

Sources and evidence

These pointers bind the page to evidence. They do not grant authority or collapse verification into deployment.

source_record:field-guide:account-dossiers
agents/index.html#wick
OBSERVED_NATIVE_CONTRACT.project_and_field_guide_collections
OBSERVED_NATIVE_CONTRACT.records
OBSERVED_NATIVE_CONTRACT.pointguard
APP_ROUTES:/app/pointguard/
APP_ROUTES:/app/notebook/notes/
APP_ROUTES:/app/notebook/files/
APP_ROUTES:/app/notebook/projects/
APP_ROUTES:/app/notebook/messages/
APP_ROUTES:/app/notebook/approvals/
APP_ROUTES:/app/notebook/search/
APP_ROUTES:/app/notebook/agent-logs/