Contract
What Bifocal is being built to do
Every clause of the product Bifocal is building toward, and how much of it the code does today. Judged from the code and tests, not from plans.
0 of 85 clauses done
100% (85)
- 0 done
- 0 partial
- 85 missing
Judged at commit 6f47145 ·
Published clauses
0 done · 0 partial · 0 missing
of 0
Target and push further
0 done · 0 partial · 85 missing
of 85
Product target
- Category
- Business intelligence and reporting; company reporting and customer reporting portal
- Replaces
- Microsoft Power BI, Tableau (Salesforce), Looker (Google Cloud), Metabase, Omni, Sigma Computing, Hex; also spreadsheets, Databox, Zoho Analytics, Klipfolio and extended Qlik Sense migration
- First buyer
- A US COO, finance and RevOps lead or one-to-three-person data team at a 20–1,000 employee company with 5–500 report consumers, often without a warehouse; USD and US norms
Progress by area
12 areasTarget and push further · 12 areas
- Owner operation and US defaults0 done0 partial7 missing
- Sources and managed refresh0 done0 partial14 missing
- Semantic definitions and trustworthy numbers0 done0 partial5 missing
- Questions and analysis0 done0 partial4 missing
- Dashboards, reports and spreadsheets0 done0 partial8 missing
- Distribution, monitoring and collaboration0 done0 partial6 missing
- Governance, security and portals0 done0 partial11 missing
- Environments, quality and performance0 done0 partial6 missing
- Migration and cutover0 done0 partial10 missing
- APIs, actions and mobile0 done0 partial4 missing
- Honest boundaries0 done0 partial3 missing
- Agent outcomes under human control0 done0 partial7 missing
All clauses
Showing 85 of 85 clauses
| Clause | Title | Status | Evidence or gap |
|---|---|---|---|
| Owner operation and US defaults 0 done · 0 partial · 7 missing | |||
| BIF-031target | Owner-run installation through Base | Missing | Gap: Owner installation, lifecycle commands, analytical job custody, dependency health and independent operation are absent. |
| BIF-032target | Sign-in and active membership | Missing | Gap: Native and Auth sign-in, membership, group mapping, session revocation and recovery are absent. |
| BIF-033target | Complete portable archives and inactive restore | Missing | Gap: Full domain archives, resumable export, integrity validation, inactive restore and erasure fences are absent. |
| BIF-034target | Retention and erasure across analytical copies | Missing | Gap: Retention controls, derivative erasure, receipts, sync fences and anonymized permanent audit are absent. |
| BIF-035target | Agents and services as scoped credentials | Missing | Gap: Scoped machine identities, intersection checks, budgets, revocation and non-delegable human approval are absent. |
| BIF-036target | US dates, money, calendars and accessible conventions | Missing | Gap: US defaults, fiscal and DST and rate semantics, US geographies and accessibility conformance are absent. |
| BIF-037target | Predictable reporting cost and owner budgets | Missing | Gap: USD costing, tenant usage, capacity reservation, warnings and non-prompt-metered pricing are absent. |
| Sources and managed refresh 0 done · 0 partial · 14 missing | |||
| BIF-001target | Database and warehouse connections | Missing | Gap: All named database, warehouse, object-table and private-network adapters and pushdown evidence are absent. |
| BIF-002target | Business-app connectors with managed sync | Missing | Gap: App authorization, managed replication, stable identities, deletes and history and source reconciliation are absent. |
| BIF-003target | Files and spreadsheets | Missing | Gap: CSV and XLSX and live-range intake, mapping previews, versioned imports and undo are absent. |
| BIF-004target | Managed analytical store and refresh | Missing | Gap: Columnar store, backfill and incremental scheduling, atomic promotion, private agent and measured 50-million-row refresh are absent. |
| BIF-038target | Resumable and reconcilable connector execution | Missing | Gap: Durable sync checkpoints, replay and deletion semantics, partial-permission detection, schema quarantine and reconciled recovery are absent. |
| BIF-039target | Finance and billing adapters | Missing | Gap: Named finance and billing connectors and basis-aware, multi-entity reconciled financial reporting are absent. |
| BIF-040target | Sales, marketing and service adapters | Missing | Gap: Named CRM, ad, web-summary, marketing and support analytical adapters and attribution reconciliation are absent. |
| BIF-041target | Commerce and operations adapters | Missing | Gap: Named commerce and operational connectors and order and refund and time-basis reconciliation are absent. |
| BIF-042target | People and work adapters | Missing | Gap: Named people and work adapters, provider enrollment and historical sensitive-data access controls are absent. |
| BIF-043target | File services and model interchange | Missing | Gap: Named file-service connectors and every model interchange and import format are absent. |
| BIF-044target | Sibling analytical adapters and links | Missing | Gap: Sibling analytic schema and adapters, independent grants, links and source-bound change and deletion handling are absent. |
| BIF-072target | Microsoft business sources, folders and Smartsheet | Missing | Gap: Business Central, Dataverse, lists, Azure SQL, Synapse, Fabric SQL, Smartsheet and versioned folder-combine adapters are absent. |
| BIF-073target | Governed generic web and driver sources | Missing | Gap: Generic REST, JSON, OData, XML, ODBC and JDBC setup, auth, paging and reconcilable incremental execution are absent. |
| BIF-082target | QuickBooks Desktop and Enterprise reads | Missing | Gap: QuickBooks Desktop and Enterprise agent access, incremental qbXML reads and source-report reconciliation are absent. |
| Semantic definitions and trustworthy numbers 0 done · 0 partial · 5 missing | |||
| BIF-005target | Data preparation | Missing | Gap: Visual and SQL preparation, dbt project import, scheduled transforms and versioned lineage are absent. |
| BIF-006target | Semantic model | Missing | Gap: Semantic authoring, model imports, relationship and grain validation and fiscal query semantics are absent. |
| BIF-007target | Certified metrics catalog | Missing | Gap: Metric ownership and certification, cross-surface consistency, dependency impact and versioned approval are absent. |
| BIF-045target | Numerical correctness and reproducible answers | Missing | Gap: Exact numerical semantics, reproducible source and model snapshots and cross-source consistency checks are absent. |
| BIF-046target | Reviewed semantic changes and dependency validation | Missing | Gap: Semantic validation, reviewed value and security impact, environment isolation and atomic rollback are absent. |
| Questions and analysis 0 done · 0 partial · 4 missing | |||
| BIF-008target | Ask and explain in plain English | Missing | Gap: Governed natural-language questions, cited driver explanations, clarification and refusal and golden-set accuracy are absent. |
| BIF-009target | Visual exploration | Missing | Gap: Visual questions, pivot and drill journeys, saved exploration and matching source-row totals are absent. |
| BIF-010target | SQL editor and notebooks | Missing | Gap: SQL tooling, reproducible collaborative notebooks, governed publishing and isolated Python execution are absent. |
| BIF-013target | Excel-familiar calculations and translation | Missing | Gap: Calculation language, context semantics and verified DAX and Tableau translation are absent. |
| Dashboards, reports and spreadsheets 0 done · 0 partial · 8 missing | |||
| BIF-011target | Accessible chart library and US maps | Missing | Gap: Complete chart and map library, themes, accessible data alternatives and export fidelity are absent. |
| BIF-012target | Interactive dashboards and phone layouts | Missing | Gap: Dashboard authoring, shared and personal states, phone layout, TV refresh and publication lifecycle are absent. |
| BIF-014target | Paginated pixel-perfect reports | Missing | Gap: Paginated report authoring, PDF and Excel and Word fidelity, per-customer rendering and durable large jobs are absent. |
| BIF-017target | Goals and scorecards | Missing | Gap: Goals, target provenance, dated check-ins and governed actual and pace scorecards are absent. |
| BIF-018target | Excel and Google Sheets round trip | Missing | Gap: Native Excel and Sheets add-ins, distribution and consent, secure in-place refresh and workbook integrity are absent. |
| BIF-074target | Whole-dashboard PDF and PowerPoint exports | Missing | Gap: Whole-dashboard and report PDF and PPTX exports, accessible artifacts and secure subscription attachments are absent. |
| BIF-080target | Live PowerPoint add-in | Missing | Gap: Live PowerPoint add-in, supported-host distribution, own-session interactive refresh and safe deck sharing are absent. |
| BIF-081target | Custom visual migration and governed extensions | Missing | Gap: Custom visual inventory, Deneb and Zebra BI equivalents, lawful mappings, isolation and behavior parity are absent. |
| Distribution, monitoring and collaboration 0 done · 0 partial · 6 missing | |||
| BIF-015target | Scheduled delivery and subscriptions | Missing | Gap: All scheduled and after-refresh destinations, whole-report attachments, conditional delivery, subscription lifecycle and scoped bursting are absent. |
| BIF-016target | Alerts and metric monitoring | Missing | Gap: Personal and shared query alerts, result predicates, certified metric monitoring, seasonal anomalies and current-grant delivery are absent. |
| BIF-028target | Collaboration and sharing | Missing | Gap: Comments, metric annotations, scoped unfurls, expiring links and Slate embeds are absent. |
| BIF-052target | Delivery recovery and accountable follow-up | Missing | Gap: Durable outbox and attempt history, idempotency, uncertainty handling and owned recovery are absent. |
| BIF-053target | Exact human approval for consequential sharing and actions | Missing | Gap: Testable leadership classification, exact standing policies, material-change invalidation and human per-instance approvals are absent. |
| BIF-054target | Report snapshots, custody and correction | Missing | Gap: Immutable report snapshots, controlled downloads and explicit correction workflow are absent. |
| Governance, security and portals 0 done · 0 partial · 11 missing | |||
| BIF-019target | Permissions and row-level security | Missing | Gap: Analytics RBAC, group and attribute mapping, row and column and object enforcement and cross-door cache security are absent. |
| BIF-020target | Customer reporting portal and embedded analytics | Missing | Gap: Branded portal, custom domains, embed SDK and React and iframe paths and complete tenant isolation are absent. |
| BIF-021target | Content organization, search and hygiene | Missing | Gap: Content catalogs and search, certified ranking, usage analytics and reversible hygiene actions are absent. |
| BIF-026target | Admin, audit and security | Missing | Gap: Enterprise identity, audit, IP controls, encryption, US residency and Evidence access-review feed are absent. |
| BIF-055target | Sensitive reporting and HIPAA operating mode | Missing | Gap: Privacy request workflows, PHI classification, BAAs and eligible providers and enforced HIPAA-mode controls are absent. |
| BIF-056target | Tenant lifecycle and safe portal releases | Missing | Gap: Tenant provisioning and suspension and erasure, quotas and staged portal and SDK release controls are absent. |
| BIF-057target | Safe analytical execution and extensions | Missing | Gap: Input safety, SSRF and private-source boundaries, code and extension isolation and prompt-injection authority controls are absent. |
| BIF-071target | Data-driven entitlements and imported security parity | Missing | Gap: Data-table and hierarchy entitlements, additive roles, imported security translation and per-viewer parity checks are absent. |
| BIF-075target | Employee embedding in SharePoint, Teams and intranets | Missing | Gap: Own-session employee embeds, SharePoint web part, Teams tab and app and activity notifications are absent. |
| BIF-076target | Invited external guest viewing without a portal | Missing | Gap: External guest membership, native or federated sign-in, scoped standing publication grants and revocation are absent. |
| BIF-079target | Published reporting apps with audiences | Missing | Gap: Curated reporting app packages, audience-specific publication, home distribution and versioned updates are absent. |
| Environments, quality and performance 0 done · 0 partial · 6 missing | |||
| BIF-022target | Version control and environments | Missing | Gap: Git serialization, three environments, CLI and Terraform tooling, drift-safe promotion and rollback are absent. |
| BIF-023target | Performance, caching and cost guardrails | Missing | Gap: Security-scoped caching and materialization, query controls, USD budget enforcement and measured dashboard performance are absent. |
| BIF-024target | Data quality and lineage | Missing | Gap: Quality checks, test histories, column lineage, downstream risk and impact and reviewed waivers are absent. |
| BIF-058target | Durable operation and recoverable failures | Missing | Gap: Durable analytical jobs, dependency health, restart and upgrade recovery and failure diagnostics are absent. |
| BIF-059target | Browser authoring, accessibility and supported clients | Missing | Gap: Cross-platform browser authoring, client support qualification and full-workflow accessible responsive behavior are absent. |
| BIF-085target | Sealed agent evaluation and cost protocol | Missing | Gap: Sealed held-out sets, independently computed agent accuracy, zero-false-claim ceilings, actual per-run cost and matched market comparisons are absent. |
| Migration and cutover 0 done · 0 partial · 10 missing | |||
| BIF-025target | Power BI, Tableau, Looker and Metabase migration | Missing | Gap: Four incumbent importers, calculation and visual rebuilding, complete tile reconciliation and live schedule cutover are absent. |
| BIF-047target | Omni migration | Missing | Gap: Omni model and content and access and delivery migration and reconciled mid-stream cutover are absent. |
| BIF-048target | Sigma migration | Missing | Gap: Sigma workbook and model and input and history and action and portal migration and behavior reconciliation are absent. |
| BIF-049target | Hex migration | Missing | Gap: Hex project and app and environment and version and schedule migration and reproducibility are absent. |
| BIF-050target | Spreadsheet, small-business BI and Qlik switching | Missing | Gap: Guided spreadsheet and Databox and Zoho and Klipfolio and Qlik import, reconstruction, reconciliation and schedule transfer are absent. |
| BIF-051target | Mid-stream cutover, dual running and rollback | Missing | Gap: Resumable per-source migration projects, delta and conflict handling, dual-run reconciliation, buyer cutover and safe rollback are absent. |
| BIF-070target | Automatic Power Query, dataflow and Prep translation | Missing | Gap: Automatic M, Gen1 and Gen2 dataflow and Prep imports, per-step reports and fixed-corpus translation pass bars are absent. |
| BIF-078target | Power BI and SSRS paginated RDL import | Missing | Gap: RDL structure and expression import, page and value reconciliation, subreports and dynamic subscription transfer are absent. |
| BIF-083target | Looker Studio switching and constrained source APIs | Missing | Gap: Looker Studio asset inventory, guided definition reconstruction and complete reporting and delivery reconciliation are absent. |
| BIF-084target | Tableau published sources, extracts, Pulse and Server migration | Missing | Gap: Tableau REST inventory, published-source and Hyper import, refresh and Pulse follower migration are absent. |
| APIs, actions and mobile 0 done · 0 partial · 4 missing | |||
| BIF-027target | REST, GraphQL, webhooks and MCP | Missing | Gap: Public REST and GraphQL schemas, signed lifecycle webhooks, first-party MCP and semantic and security parity are absent. |
| BIF-029target | Native mobile and offline reading | Missing | Gap: Native iOS and Android distribution, mobile workflows, push and deep links and controlled offline snapshots are absent. |
| BIF-030target | Input tables, writeback and approved actions | Missing | Gap: Governed input-table writeback, concurrency and audit and human-approved idempotent sibling actions are absent. |
| BIF-077target | Published Zapier, Make and Power Automate integrations | Missing | Gap: Published Zapier and Make apps, Power Automate connector, full triggers and actions and scoped context buttons are absent. |
| Honest boundaries 0 done · 0 partial · 3 missing | |||
| BIF-060target | Analytics market separation | Missing | Gap: Analytics boundaries, source links and actual Vane and product-table and warehouse handoffs are absent. |
| BIF-061target | Plans, ledgers, operational apps and their reports | Missing | Gap: Separate-plan and ledger and operational reporting boundaries and linked cross-application journeys are absent. |
| BIF-062target | Identity, compliance, collaboration and workflow handoffs | Missing | Gap: Pencil and Slate and Nook and Auth and Evidence and Crank handoffs and enforced separate ownership are absent. |
| Agent outcomes under human control 0 done · 0 partial · 7 missing | |||
| BIF-063push further | Setup agent reconciles the first model | Missing | Gap: Authorized setup agent, cited identity and model proposals and person-certified source reconciliation are absent. Held-out accuracy, false-claim and per-run USD cost bars remain unmeasured and must pass. |
| BIF-064push further | Analyst agent investigates metric changes | Missing | Gap: Quality-first driver investigations, reconcilable cited explanations and owner-controlled follow-up are absent. Held-out accuracy, false-claim and per-run USD cost bars remain unmeasured and must pass. |
| BIF-065push further | Report agent drafts the weekly business review | Missing | Gap: Cited weekly review drafting, exact human leadership approval and version-bound delivery are absent. Held-out accuracy, false-claim and per-run USD cost bars remain unmeasured and must pass. |
| BIF-066push further | Steward agent repairs the reporting estate | Missing | Gap: Policy-scoped refresh repair, reviewed schema and merge and archive proposals and disagreement diagnosis are absent. Held-out accuracy, false-claim and per-run USD cost bars remain unmeasured and must pass. |
| BIF-067push further | Builder agent drafts dashboards for a role | Missing | Gap: Role-aware dashboard drafting, missing-data explanation, requester acceptance and separate publication approval are absent. Held-out accuracy, false-claim and per-run USD cost bars remain unmeasured and must pass. |
| BIF-068push further | Migration agent proves the switching plan | Missing | Gap: Agent-assisted source inventory and mapping, paired-query reconciliation and human-owned cutover proposals are absent. Held-out accuracy, false-claim and per-run USD cost bars remain unmeasured and must pass. |
| BIF-069push further | Governed external analysts and accountable agent quality | Missing | Gap: Governed external-agent access, inspectable usage, scoped model and data controls and reviewed quality evaluations are absent. Held-out accuracy, false-claim and per-run USD cost bars remain unmeasured and must pass. |
How statuses are judged
- Done
- It ships in the default install, and a cited test or journey exercises it.
- Partial
- Some of it ships, it ships only behind an opt-in, or there is code with no requirement-level test.
- Missing
- There is no implementation.