🗒️CEO Daily Briefing

Nyati Cross Border — R44,358 overdue, 120+ days. Hold new credit until resolved. ^[1]
6 quotes worth R263,129 expire 30 Jun — Bachmus (Namibia) R151,418 is the largest. ^[2]
MAN tender result expected this week — awaiting outcome, no action yet. ^[2]

Source: Vault Action List (18/06/2026). Manually curated — not auto-generated from live events.

📈Sales Pipeline

Customer	Value	Priority
Bachmus (Namibia)	R151,418	HIGH
Buffalo Truck Stop	R29,900	MEDIUM
Genesis (Namibia)	R25,700	MEDIUM
Fadel Logistics SA	R35,700	MEDIUM
Geared Up Industries	R5,851	LOW
Nyati Cross Border	R14,560	OVERDUE
Total (all expire 30 Jun)	R263,129

Source: Pipeline_and_Prospects.md (18/06/2026). ^[2]

🏭Production / Inventory

Plant capacity (2-shift)120 KL/day

Plant capacity (1-shift)63 KL/day

LocationAlberton North, GP

Live production statusNot tracked

⚠ Needs verification — last real stock valuation R2,073,129 (31 Jan 2025, 17 months old). No live stock tracking today. ^[3]

COMPANY HEALTH SCORE

72

FAIR

IDLETRODIAN AI CORE · HERMES // PLANNED

PLANT CAPACITY

120 KL/DAY

2-SHIFT

Health score illustrative — formula not finalized. Agent node colors reflect live department report priority (Phase 16 agent network); the core state mirrors the actual pipeline, nothing simulated.

🎙️Trodian AI Console

VOICE N/A MIC N/A Realtime Voice — cedar Browser voice — fallback

Offline Realtime voice is idle. Text below always works. Press Start Conversation to speak.

Ask a question. I run the retrieval pipeline (Understand → Search Vault → Search Graph → Reason → Generate), answer with evidence, and open the right workspace. Simulated over an offline knowledge index — no live model/Obsidian/Graphify yet.

💰Finance Snapshot MIRROR FALLBACK

⚠NEEDS VERIFICATION — two reporting periods/sources exist in the vault. Not reconciled. Do not present either as the sole figure until resolved.

Sage Extract — 18/06/2026

All-time revenue, ex VAT

R3,923,854

Outstanding receivables

R410,594

120+ days overdue

R44,358

Audited Mgmt — Mar 24–Jan 25

Cumulative net loss

(R4,574,120)

Net assets (31 Jan 2025)

R3,362,679

Different period — do not sum.

Sources: Financial_Summary.md ^[1] · Monthly_KPI_Dashboard.md ^[3]

🤝Customers & Suppliers

Customers in Sage45

Active transacting~28

Suppliers56

Top concentration29% TAO

Source lists exist in two vault locations, not yet reconciled. ^[1]

🤖Agent Status

CEO Agent PLANNED
Finance Agent PLANNED
Sales Agent PLANNED
Production Agent PLANNED
Stock Agent BLOCKED
Document Agent PLANNED

None running. Full roster in Agents workspace.

🚨Stock Alerts

Loading from events…

✅Order Readiness

Loading from events…

📑Evidence / Source Panel

RECENT SOURCES

VAULT MAP →

[1] Financial_Summary.md — 06 - Business Data & Knowledge/
Sage export, dated 18/06/2026.
[2] Pipeline_and_Prospects.md — 02 - Sales & Lead Management/
Active/expired quotes, dated 18/06/2026.
[3] Monthly_KPI_Dashboard.md — 06 - Business Data & Knowledge/
Audited report Mar 2024–Jan 2025 + 31/01/2025 stock valuation.
[4] Dashboard.md Action Checklist — Vault Root
Urgent action list, dated 18/06/2026.

Every number traces here. Nothing invented — see Data Sources Map.md.

CUSTOMER INTELLIGENCE

// EXECUTIVE CUSTOMER AI — WHO TO CHASE, WITH EVIDENCEGROUNDED · 18/06/2026VAULT SNAPSHOT

🎯Who To Chase — Trodian's recommendation RECOMMEND ONLY · YOU APPROVE

Ranked by real exposure: confirmed overdue first, then outstanding balances, then expired quotes. Risk level is a derived attention heuristic over sourced signals — not a business KPI. Trodian never contacts anyone.

Loading customer intelligence…

🧠Per-Customer Intelligence VAULT SNAPSHOT

Loading…

🏆Top Customers by Revenue (all-time)

#	Customer	Revenue ex VAT	% Total
1	Trans African Oil	R1,140,000	29.1%
2	Reinke Transport	R588,400	15.0%
3	4PL.COM Logistics	R393,750	10.0%
4	RoadFreight (DP World)	R332,400	8.5%
5	Intercape Mainliner	R256,341	6.5%
6	East Rand Bulk	R218,020	5.6%
7	Nyati Cross Border	R143,850	3.7%
8	Vaal Triangle Lubricants	R143,000	3.6%
9	Atlas Oil & Chemical	R112,652	2.9%
10	Dewfresh (Pty) Ltd	R101,700	2.6%
	Top 10 total	R3,430,113	87.4%

Source: Financial_Summary.md ^[1]

⚠️Concentration Risk

Single customer share of all-time revenue

29.1%

Trans African Oil — R1,140,000 from a single transaction (Jun 2025). Removing it, base revenue ≈ R2,783,854. Top 10 customers = 87.4% of revenue.

Concentration flagged for CEO retention focus. ^[1]

📇Roster

Customers in Sage45

Active transacting~28

With outstanding balance12

⚠ Customer_List.md exists in TWO vault folders — not yet reconciled. Do not treat either as canonical.

🔌Awaiting Sage Export — how to take this LIVE 3 STEPS · NO CODE

Everything above is real and sourced from the 18/06/2026 vault snapshot. What's still missing: per-customer aging, the 6 non-itemised debtors, and invoice-level detail. They go LIVE — badges flip to SAGE LIVE — the moment the export lands. The pipeline is already built and proven (Phase 20):

1. In Sage, export CustomerBalances (Days Outstanding) and SalesByCustomer as CSV or ExcelTROY / TAYGAN

2. Drop the files into Finance & Sales Knowledge/sage-csv-inbox/DRAG & DROP

3. Run python dashboard/tools/parse_sage_csv.py --live and reload Trodian OSONE COMMAND

Optional preview: open with ?sageTestFixture=1 to watch the switch flip using clearly-synthetic ZZ_TEST data. Also still available in Sage, not yet extracted: CustomerTransactionsReport (unlocks invoice-level detail) CustomerListingReport (resolves the duplicate Customer_List.md). Segments: transport & logistics fleets; secondary lubricant distributors, agriculture, mining (AUS 40) — indicative from notes.

FINANCE WORKSPACE

// REVENUE · RECEIVABLES · COSTMIXED · SEE FLAGSMIRROR FALLBACK

💵Revenue (Sage, 18/06/2026)

Total invoiced, all-time ex VAT

R3,923,854

Units sold (all-time)

322,952 L/units

Avg monthly (excl. TAO one-off)

≈ R174,000

Source: Financial_Summary.md ^[1] — verified safe to show; do not net against the audited-period loss.

📉Financial Gaps

Gross margin / SKU❌ no COGS

Monthly P&L❌ not in vault

Revenue targets❌ none set

Break-even KL/mo❌ not calc'd

Do not fabricate — shown as gaps, not numbers.

⏳Receivables Aging (R410,594 total)

Bucket	Amount
Current (within terms)	R109,735
30 days	R118,455
60 days	R117,605
90 days	R20,440
120+ days (Nyati)	R44,358
Total (12 customers)	R410,594

Source: Financial_Summary.md ^[1] — Sage CustomerBalances PDF is NEEDS PARSER (value from vault note).

🧾Cost / Purchases (all-time)

Urea raw material	R2,214,425
Freight / logistics	R1,638,427
Equipment rental	R615,039
Rent (plant + office)	R541,895
VDA license + audit	R425,255
Packaging (IBC/pail/drum)	R237,513
Grand total purchases	≈ R11.28M

Incl. one-time capex (~R5M plant/tanks/RO). Source: Financial_Summary.md ^[1]

⚠️NEEDS VERIFICATION — Two Periods

⚠The Sage extract (left, all-time to 18/06/2026) and the audited management report (below, Mar 2024–Jan 2025) are different periods/sources. Not reconciled. Do not sum.

Audited Mgmt Report (Mar 24 – Jan 25)

Cumulative net loss

(R4,574,120)

Net assets (31 Jan 2025)

R3,362,679

Trade payables (31 Jan 2025)

R2,218,340

VAT refund position

R1,046,022 cr

Decision needed before Investor sees this: which figure anchors "Finance". ^[3]

SALES WORKSPACE

// ORDERS · PIPELINE · CUSTOMERSAWAITING LIVE SALES MODULE

🛒Today's Orders TEMPLATE

NO ORDER DATA SOURCE YETSage holds quote values only — no per-customer order lines exist in the vault. Live orders land here when the sales module connects.

🚚Today's Deliveries TEMPLATE

NO DELIVERY TRACKING YETDispatch events exist in the warehouse module; delivery scheduling does not. This panel binds to dispatch + route data when built.

💰Expected Revenue

Open pipeline value (6 quotes)

R263,129

Pipeline value if every open quote converts — NOT a forecast. No probability weighting exists (needs won/lost history).

Source: Pipeline_and_Prospects.md (18/06/2026). ^[2]

🚧Live Sales Module Status

SPANCOP (.xls/.xlsm) ingestionPLANNED

Per-customer quote linesNEEDS PARSER

Won / lost / follow-up flowNOT BUILT

Sales AgentPLANNED

📈Sales Pipeline

Customer	Value	Priority
Bachmus (Namibia)	R151,418	HIGH
Buffalo Truck Stop	R29,900	MEDIUM
Genesis (Namibia)	R25,700	MEDIUM
Fadel Logistics SA	R35,700	MEDIUM
Geared Up Industries	R5,851	LOW
Nyati Cross Border	R14,560	OVERDUE
Total	R263,129

Source: Pipeline_and_Prospects.md (18/06/2026). ^[2]

⏳Quote Expiry

⏰All 6 open quotes carried an expiry of 30 June 2026 — past due as at the 18/06/2026 snapshot horizon. Renewal/decision needed on every line before any is treated as pipeline.

Largest at riskBachmus (Namibia) — R151,418

Also overdue (payment)Nyati Cross Border — R44,357.80 (120+ days)

Sources: Pipeline_and_Prospects.md · Financial_Summary.md. ^[2]

📦Outstanding Quotes (by SKU · Sage)

SKU	Qty on open quotes
10L Pail	2,504
5L Pail	574
IBC 1000L	114
210L Drum	9

20L Pail + T2411B quantities wrapped in the Sage PDF layout — unparsed, mirror retained (no false zeros).

Source: OutstandingQuotesByItemReport.pdf (Sage, parsed — LIVE partial).

🏆Largest Customers

Customer	Revenue ex VAT	%
Trans African Oil	R1,140,000	29.1%
Reinke Transport	R588,400	15.0%
4PL.COM Logistics	R393,750	10.0%
RoadFreight (DP World)	R332,400	8.5%
Intercape Mainliner	R256,341	6.5%

Concentration risk: TAO is 29.1% of all-time revenue (single Jun 2025 transaction). Full top-10 in Customer Intelligence.

Source: Financial_Summary.md ^[1]

🕐Customer Timeline TEMPLATE

NO PER-CUSTOMER EVENT HISTORY YETQuote → order → delivery → payment timeline per customer. Binds to Sage CustomerTransactions + the event bus when the sales module connects.

📊Recent Orders & Customer Activity TEMPLATE

NO ORDER / ACTIVITY FEED YETRecent order lines and per-customer activity (calls, quotes sent, orders placed) will stream from the sales module + communication log. Nothing is shown because nothing is recorded.

📝Recent Sales Notes TEMPLATE

NO STRUCTURED SALES NOTES YETSales notes live in scattered vault documents today. This panel binds to a structured notes feed (vault `02 - Sales & Lead Management`) when the module connects.

Ask the console meanwhile: what quotes are expiring · what should Troy chase today.

PRODUCTION WORKSPACE

// PLANT · PROCESS · QUALITYCAPACITY REAL · STATUS AWAITING

🏭Plant Capacity

1-shift63 KL/day

2-shift120 KL/day

Finished product on-site160 KL

Backup power350 KVA generator

LocationAlberton North, GP

Source: About_Trodian.md / PureOne_Brand.md (facts, dated 2026-06-17).

📡Live Production Status

NOT TRACKED

⚠ Awaiting source data — no live batch/production telemetry exists. Future: Production Agent + plant data feed.

⚙️Process Stages (documented SOPs)

P1 — Urea & Water HandlingSOP

P2 — ProductionSOP

P3 — Filling & SupplySOP

Quality System (ISO 9001)SOP

Batch planningTEMPLATE

Source: 03 - Operations & Logistics/ (P1/P2/P3, Quality_System, Production_Schedule).

🧪Product Lines

AdBlue (PureOne)32.5% urea · ISO 22241

AUS 40off-road / mining DEF

AUS 40 confirmed in source docs (specs + MSDS on D:) but under-documented in vault vs. AdBlue. Flag for knowledge fill.

📋Compliance & Certification

VDA Licence#0004712

ISO 22241 (AdBlue)CERTIFIED

Euro 5 / Euro 6COMPLIANT

B-BBEELevel 1

Source: Compliance & Certifications.md + D:\...\VDA License, B-BBEE folders.

SUPPLY CHAIN WORKSPACE

// WAREHOUSE OPS · INVENTORY · SUPPLIERSLIVE FROM EVENTS

🏗️Warehouse Operations — record activity

Each Save creates exactly one Event → Inventory → Production → CEO. No spreadsheet, no formulas. Big touch targets for tablets.

📦Live Inventory (computed from events)

Loading from Event Engine…

📅Warehouse Activity — Today

Auto-generated from events dated today. Records nothing until the operator saves an action.

🧾Recent Events — Audit Trail

Append-only. Every event stores operator · timestamp · before → after · source. Nothing is deleted.

🚦Low Stock & Reorder — from events

Loading…

✅Order Readiness — can we fulfil this order?

Build an order → the engine checks finished stock, packaging, labels/caps, and raw urea (all live from events) against the Bill of Components. It never guesses: unknown pack specs return NEEDS SETUP, blank stock counts return STOCK UNKNOWN.

Customer (optional)

Pack

Qty (packs)

🚚Suppliers

Total suppliers (Sage)56

Primary raw materialPrilled urea

Oldest open POPO0000001 (Jan 2025)

⚠ Supplier_List.md exists in TWO vault folders — not reconciled. PO0000001 (Corporate Signs Africa) open ~18 months — investigate.

🗂️Prior Valuation & Sage Source

Last full valuation (31 Jan 2025)R2,073,129

StockItemValuationReportNOT IMPORTED

ItemMovementReportNOT IMPORTED

Live inventory above is event-derived from the 30 Jun stock take + any recorded actions. Sage PDFs on D:\ remain the corroborating source. See Data Sources Map.md.

COMMUNICATION WORKSPACE

// EMAIL · WHATSAPP · APPROVALSNOT CONNECTED

📥Inbox NOT CONNECTED

NO MAILBOX CONNECTEDIncoming email and WhatsApp threads appear here when the adapters exist. Nothing is monitored today.

📧Email NOT CONNECTED

AdapterPLANNED

Accountnone configured

Design: architecture/Communication Adapters.md — transport only, content comes from agents with evidence.

💬WhatsApp NOT CONNECTED

Adapter (WhatsApp Business API)PLANNED

Template pre-approval (Meta)REQUIRED LATER

💡Suggested Follow-ups

Derived from real signals the agents already report — suggestions only, nothing is sent:

Nyati Cross Border — R44,357.80 overdue 120+ daysDRAFT LATER

Bachmus (Namibia) — R151,418 quote past 30 Jun expiryDRAFT LATER

5 further quotes past expiry — renewal decisionDRAFT LATER

Sources: Financial_Summary.md · Pipeline_and_Prospects.md — same figures the console cites.

✍️Message Composer UI DEMO — CANNOT SEND

ChannelEmail · WhatsApp (none connected)

Recipient—

DRAFT → PREVIEW → APPROVE → SEND Every outbound message follows the governed pipeline: the system drafts, shows the exact final message (recipient · subject · full body · evidence for any figure), a human approves — only then may it send. Editing an approved draft revokes approval. Troy can say "yes, send it" — it approves only the draft on screen.

Buttons disabled by design — no send path exists anywhere in this build.

📝Drafts NOT CONNECTED

NO DRAFTSDrafts become append-only Message Drafted events when the adapters exist.

⏳Pending Approval NOT CONNECTED

NOTHING AWAITING APPROVALApproval cards show the verbatim message with evidence chips. No automatic customer or supplier contact — ever.

📋Templates TEMPLATE

Payment reminder (overdue receivable)DRAFT LATER

Quote follow-up / renewalDRAFT LATER

Order confirmationDRAFT LATER

Delivery notificationDRAFT LATER

Template names only — no message content is authored yet. Anything with a price or promise defaults to status: review (vault rule).

🛡️Approval Rules (non-negotiable)

Autonomous outbound contactNEVER

Exact message shown before sendALWAYS

Human approval per messageALWAYS

NEEDS VERIFICATION figures in draftsFORBIDDEN

Every draft/approval/sendappend-only event

From the Constitution + Voice Safety Rules + Communication Adapters.md. The Phase-18 action guard already refuses "send…" commands today.

AGENT CONTROL WORKSPACE

// SPECIALIST AI AGENTSALL PLANNED · NONE LIVE

🤖Agent Roster & Permissions

Agent	Reads from	Status
CEO Agent	all agents (synthesis)	PLANNED
Finance Agent	Financial_Summary, KPI	PLANNED
Sales Agent	Pipeline, Sales_By_SKU	PLANNED
Customer Agent	Customer_List	PLANNED
Production Agent	AdBlue_Process, Schedule	PLANNED
Stock Agent	Stock/Inventory	BLOCKED · NO DATA
Delivery Agent	Delivery SOP, Fleet	PLANNED
Supplier Agent	Supplier_List	PLANNED
Document Agent	vault + D:\ sources	PLANNED
Reporting Agent	Monthly_KPI_Dashboard	PLANNED

Source: Agent Architecture.md (Constitution baseline).

🛡️Safety & Escalation Rules

Agents draft & recommend; humans approve & act.
No customer message sent without a human clicking send.
No automatic financial decisions.
No destructive data change without confirmation.
Every action auditable via the Event Bus (planned).

Source: Trodian OS Development Constitution.

🔗Communication Model

Agents don't call each other directly. They emit/subscribe to events on a shared Event Bus (planned, pattern proven in OnSet OS). CEO Agent decides what reaches the Daily Briefing.

Event Bus not yet built for Trodian — see Memory Architecture.md.

KNOWLEDGE VAULT WORKSPACE

// OBSIDIAN SOURCE MAP + GRAPHIFYGRAPH = PLACEHOLDER

🕸️Knowledge Graph (Graphify — placeholder)

💧 TRODIAN VAULT

00 Inbox

01 Customer Comm

02 Sales & Leads

03 Operations

04 Training

05 Social

06 Business Data

07 Marketing

08 Workflow

CRM

Documents

Folder node Customer-linked Supplier/Ops-linked Document-heavy

Placeholder nodes built from real vault folders. Live Graphify relationships (auto edges, entity links) planned — not connected.

🗺️Obsidian Source Map

Facts live in ONE place: 06 - Business Data & Knowledge. Everything links back to it.

Single source of truth06 - Business Data

Sales data02 - Sales & Leads

Ops / stock SOPs03 - Operations

Contacts / leadsCRM/

Raw source docsD:\Trodian\2026

Source: START HERE.md, Vault Conventions.md.

🔗Entity Relationships (planned)

Trans African Oil — (buys) → AdBlue bulk → (top 29% revenue)
Nyati Cross Border — (owes) → R44,358 120+ days → (hold credit)
Prilled urea supplier — (feeds) → Production → AdBlue + AUS 40
Bachmus (Namibia) — (quote) → R151,418 → (expires 30 Jun)

Illustrative edges — Graphify will generate these automatically from vault + Sage entities.

REPORTS WORKSPACE

// ANALYTICS & SCHEDULED REPORTSGENERATION SCRIPTED

📊Available Reports

Report	Cadence
Monthly KPI Dashboard	Monthly
Sales by Customer	Monthly
Receivables Aging	Monthly
Supplier Age Analysis	Monthly
Stock Valuation	Monthly

Reports are scripted placeholders — no generation engine wired yet.

🗓️Sage Report Schedule (source)

These Sage reports feed the vault when exported. Currently pulled manually.

SalesByCustomer / ByItemMANUAL

CustomerBalances (aging)MANUAL

SupplierAgeAnalysisMANUAL

StockItemValuationMANUAL

Future: Reporting Agent auto-assembles from a live Sage feed.

SETTINGS WORKSPACE

// SYSTEM & CONNECTIONSPROTOTYPE

🔌Integration Status

Obsidian Vault (read)MIRROR

Graphify (knowledge graph)PLANNED

Sage (finance/stock)MIRROR

Hermes (voice core)PLANNED

Email / WhatsAppPLANNED

Event BusADAPTER PLANNED

Local Bridge (http · events · adapters)CHECKING…

Comm/Sage channels stay NOT CONNECTED. The Local Bridge (when running) adds http serving, a durable event store and memory/action mirrors — it does not connect any send channel.

🗣Voice Profile — Hermes

Active engineFALLBACK/DEMO

Voice nameHermes

Tonecalm, measured, confident

Speaking pace0.98×

Personality stylecalm executive delivery

Today's audio is the browser's system voice (demo). The real Hermes voice plugs in via Hermes.setEngine() and is tuned to this profile — customizable later, no paid integration forced now. See architecture/Hermes Voice Profile.md.

📐System Info

Build0.3.0 — flagship executive UI

Model policyOpus=arch · Sonnet=impl

Data snapshot18 Jun 2026

CompanyTrodian Supplies (Pty) Ltd

Source: Trodian OS Development Constitution, CURRENT_STATE.