person Card

Person Cards

Person cards track key people referenced in briefings and throughout the box.

They live at people/First_Last.person.card — the person's actual name in the First_Last form ABOUT_CARDS describes, not a slug or alias.

Frontmatter:

• name: — Full name. Required.
• aliases: — Array of aliases / nicknames. Include if the boxholder uses these names (e.g., ["Dad", "Papa"]).
• role: — Relationship or function (e.g., "Ledger subject — boxholder's father", "Financial advisor").
• boxholder: — set true when this person is a boxholder: one of the principals the box serves and acts on behalf of. A box can have several (a family, an ledger run by siblings); omit the field for everyone else (people merely referenced, connector correspondents).
• where-things-stand: — one short line, written for the boxholder, on where things stand with this person now: last contact and the next step (e.g. "Replied Oct 20 · you owe her a date for lunch"). It shows on the person's tile. Rewrite it whenever that changes; use dates, not "tonight" or "yesterday". Omit it while there is nothing in progress.
• email:, phone:, address: — contact details, each optional. One value apiece; put a second email, a fax, or any other channel in the body notes.
• archived: true — the person is no longer part of the boxholder's life (moved away, a past contact). Omit it otherwise. An archived boxholder is left out of the agent guide.

Body (markdown): freeform notes / context about the person — and the home for contact details that don't fit the three fields above.

Drafts: a message drafted for the person lives in the body. When the person says it was sent, replace the draft with the text that was sent, edited as the person said, and note when and how; never leave only a reference to a draft you removed.

When to create a person card:

• When adding someone to a briefing's key-people: — always create the person card if it doesn't exist.
• When a person keeps coming up and you need a place to consolidate info about them.

The contains: field

Give this card a one-sentence contains: — the prime retrieval field for bbx search and listings. How to write a good one (carry the information when it's concise, never a list of parts, under 200 characters) is in the agent guide's ABOUT_CARDS section.

Templates

person

A person card — key people referenced from briefings

bbx create <path>.person.card -t person

Template: person Description: A person card — key people referenced from briefings Card types: person

Arguments: name: Full name of the person aliases (optional): Alias or nickname role (optional): Relationship or function