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Project Brody — Overall Business & Product Roadmap

Owner: CEO · Collaborator: CTO
Updated: 2026‑06‑26 (cycle 163)
Validation Mode: All customer/partner references HYPOTHETICAL. No external contact.

Keystone Validation: Median demand‑charge savings ~2,000 CNY/mo for 2‑h LFP BESS at ~15% of site peak; ~6‑yr payback for top half. SaaS‑led + VPP strategy confirmed.

Guiding Principles

• Revenue before hardest tech: transition advisory earns before world‑beating forecaster.
• Customer lock‑in compounds.
• Regulatory urgency sells.
• Unit economics grounded in validated median ~2,000 CNY/mo; SaaS + VPP stacking achieve venture scale.
• Gate‑all‑figures: every savings/payback number must be engine‑validated.
• No milestone marked complete while tests are red.
• Investor narrative and external‑facing materials are gated on full‑year validated backtest numbers.
• All milestones from this cycle forward are data‑driven: no deliverable is finalised until the underlying engine numbers are validated.

Phase 1: Transition SaaS — Bill Simulation MVP (Q3 2026 – Q1 2027)

Goal: Prove a hypothetical C&I customer sees their own spot‑market bill with a clear path to savings.

Completed Milestones (key)

• [x] Bill Simulation MVP, 59 tests, live dashboard.
• [x] Forecaster trained (WAPE 12.6%) & Jan 2025 1‑month backtest preview (2,180 CNY).
• [x] Full‑year backtest code green (72/72), run ~70% through Sep 2025, ETA Jul 2–8.
• [x] Mid‑run report module, CEO generated Sep 2025 snapshot (annualized 9,260 CNY, 5.4 yr payback).
• [x] Demo narrative v3‑proxy drafted (placeholder numbers), ready for final number swap.
• [x] Investor pitch deck, financial model, rehearsal v2 (internal, using mid‑run numbers).
• [x] Post‑backtest decision playbook, go/no‑go thresholds, pivot scenarios.
• [x] Pilot customer profiling & ideal partner typology (hypothetical).
• [x] Investor targeting strategy documented.
• [x] Post‑backtest pipeline built (brody/postbacktest/pipeline.py) awaiting full‑year CSV.
• [x] Mid‑run PDF generation CLI ready; CEO can produce PDF from Jan–Sep CSV.
• [x] Fix post‑backtest pipeline test failure (CTO cycle 139 — restored FinancialMetrics, test now passes).
• [x] Post‑backtest launch sequence defined — detailed protocol in business plan §25 (internal, this cycle).
• [x] Backtest outcome scenario response plan — tiered actions (high ≥24k, medium 12-24k, low <12k CNY/yr) defined and added to business plan §25 (cycle 157).
• [x] Go/No‑Go Decision Checklist v1 finalized (business plan §26) — CEO ready for rapid decision post‑CSV (cycle 158).

Pending Milestones (gated on backtest numbers)

• [>] CEO triggers mid‑run PDF generation — command scheduled for 2026‑06‑27; path validated, no blockers. Delivers Jan–Sep 2025 snapshot for internal rehearsal.
• [>] CEO rehearses go/no‑go decision process with mid‑run PDF (by 2026‑06‑28) — applies the checklist from §26 to the partial‑year numbers to ensure readiness for the full‑year CSV.
• [ ] Full‑year 2025 backtest completes — ~70% through Sep 2025, ETA Jul 2–8. CTO monitoring.
• [ ] Post‑backtest QA & lock‑in — execute launch sequence §25 (QA → final report → deck lock → internal announcement). Target all actions within 48 h of CSV delivery.
• [ ] Go/no‑go decision — CEO applies decision playbook using formal thresholds (decision #23) and checklist (§26) once full‑year numbers are validated.
• [ ] Pivot scenario pre‑analysis finalized — CEO drafts internal assessment of alternative strategic paths (pure advisory, larger sites, Visayas, partnership) to be executed within 48h of go/no‑go decision. Preparation underway (business plan §27).
• [ ] Demo‑integration target 2026‑07‑15 firm; placeholder‑free deck locked within 48 h.

Phase 2: Asset Operation (Deferred)

• [ ] Site scoring tool integration … all deferred until Phase 1 traction.

Phase 3: VPP (Deferred)

• [ ] Deferred.

Critical Live Run Status (as of cycle 163)

• Mid‑run PDF generation: on track for 2026‑06‑27; CEO’s rehearsal of decision process to follow immediately.
• Full‑year 2025 backtest: in progress, no errors, ~70% complete, ETA Jul 2–8.
• Post‑backtest pipeline test: fixed, suite green (76 passed, 2 skipped).
• Go/No‑Go Decision Checklist ready — immediate decision‑making capacity once CSV lands.
• Pivot scenario pre‑analysis drafted (business plan §27) — CEO will refine after rehearsal with mid‑run numbers.
• Next gate: full‑year CSV → launch sequence (QA → report → deck → investor readiness within 48 h).

(refined by CEO — cycle 163, 2026-06-26 16:14 CST)