# Covenant Fieldnote: Project Context

## What this is

A mobile-first PWA for Covenant Christian High School's advancement office in Indianapolis. The production version integrates with Blackbaud Raiser's Edge NXT (RENXT) so the Director of Advancement can log donor contact reports by voice from a phone and query RENXT in natural language through a curated library of pre-built reports.

## Whose work this is

This codebase is employee work for Covenant Christian School. The repo owner is Covenant's Advancement Associate for Strategic Initiatives, hired specifically to develop AI capability inside the school. Covenant owns the tools; the individual owns underlying skills and reusable components per a written IP agreement with the Director of Advancement.

## Key people

- Matt Maudlin, Director of Advancement (supervisor, primary user)
- Brad Spencer, Director of IT (owns credentials and access)
- Donnie Fishburn, COO (dotted-line)
- Andy Goodwin, CEO/Principal (dotted-line)

## Active plan: Phase 1 (June 1 to July 27, 2026)

Four tracks:
- Track 0: Prerequisites (data policy, accounts, credentials, server access, audit log table)
- Track 1: Real RENXT notes integration via SKY API
- Track 2: Natural-language query library (5-10 pre-built reports)
- Track 3: Polish and Matt's solo use before the July 27 demo to Donnie and Andy

## Architecture commitments

- Hosting: Covenant's existing server (cPanel + SQL database, Carmel data center). Not Netlify, not Vercel.
- AI provider: Anthropic standard API account, registered in Covenant's name, billed to Covenant. Not a personal account.
- Model for parsing: Claude Haiku 4.5 (`claude-haiku-4-5-20251001`), temperature 0.2.
- Audit logging: every AI interaction writes a row to Covenant's SQL database. Not Google Sheets, not an external service.
- App stack: Next.js 15 (App Router), TypeScript, Tailwind CSS v4, @anthropic-ai/sdk.
- Identity (future): Google SSO when added in a later phase. Covenant uses Google Workspace.

## Two non-negotiables (Matt's framing)

- Built for the role (Director of Advancement), not for any specific person.
- Maintainable by the next person in the role. Documentation alongside code. No personal dependencies.

## Data privacy posture (load-bearing)

Real donor data does not flow outside Covenant infrastructure except via the Anthropic API for parsing and query routing, and only under the terms of the documented data policy. The SQL audit log captures every interaction so any "what did the AI see about Donor X" question has an answer.

If a suggested change would move donor data outside this posture, stop and flag it as a wall crossing.

## What's in scope

- Building Covenant Fieldnote (this repo)
- Real RENXT integration via SKY API
- The 5-10 report query library
- Audit logging into Covenant's SQL database
- Deployment to Covenant's server
- Documentation for the next person in the role

## What's out of scope

- Email-inbox monitoring for sponsorship signals
- Integration with the school SIS
- Outside vendor evaluation
- Anything that would route Covenant funds or data through a personal account

## Tone for user-facing copy

Audience: donors, parents, faculty, board, or staff of a Christian school. Warm, institutional, calm. Not founder voice, not personal-brand voice, not enterprise-gray. Avoid:

- Em dashes in any written copy
- "Leverage," "synergy," "robust," "seamless," "delve," "unlock value," "game-changer," "hot take"
- AI-signature lines like "I hope this email finds you well"
- Manufactured urgency
- Apologetic openings

Use "Covenant" or "Covenant Christian" for the school. Use "we," "our students," "this community" for institutional voice.