Copy small knowledge bundles that show OKF v0.1 mechanics: root indexes, logs, concept files, required type frontmatter, links, citations, and extension fields.
---
okf_version: "0.1"
---
# Metrics
* [Monthly Recurring Revenue](metrics/monthly-recurring-revenue.md) - Recurring subscription revenue normalized to a monthly period.
# Tables
* [Subscriptions](tables/subscriptions.md) - Source table for active subscription revenue.
# Playbooks
* [Revenue Review](playbooks/revenue-review.md) - Weekly review process for subscription revenue changes.
metrics/monthly-recurring-revenue.md
markdown
---
type: Metric
title: Monthly Recurring Revenue
description: Recurring subscription revenue normalized to a monthly period.
resource: dashboard://revenue/mrr
tags: [revenue, saas, finance]
timestamp: 2026-06-13T00:00:00Z
---
# Calculation
MRR is the predictable recurring revenue generated by active subscriptions in the [subscriptions table](../tables/subscriptions.md).
Include active subscriptions with recurring billing. Exclude one-time setup fees, refunds, and usage-only charges unless normalized into a recurring plan.
# Examples
```sql
select sum(monthly_amount_usd) as mrr
from analytics.subscriptions
where status = 'active';
```
# Citations
[1] [Revenue dashboard](dashboard://revenue/mrr)
log.md
markdown
# Directory Update Log
## 2026-06-13
* **Creation**: Added the [MRR metric](metrics/monthly-recurring-revenue.md).
* **Update**: Linked MRR to the [subscriptions table](tables/subscriptions.md).
SaaS metrics bundle
Capture metrics, source tables, dashboards, and review playbooks as linked concepts.
---
type: Metric
title: Monthly Recurring Revenue
description: Recurring subscription revenue normalized to a monthly period.
resource: dashboard://revenue/mrr
tags: [revenue, saas, finance]
timestamp: 2026-06-13T00:00:00Z
---
# Calculation
MRR is the predictable recurring revenue generated by active subscriptions in the [subscriptions table](../tables/subscriptions.md).
Include active subscriptions with recurring billing. Exclude one-time setup fees, refunds, and usage-only charges unless normalized into a recurring plan.
# Examples
```sql
select sum(monthly_amount_usd) as mrr
from analytics.subscriptions
where status = 'active';
```
# Citations
[1] [Revenue dashboard](dashboard://revenue/mrr)
tables/subscriptions.md
markdown
---
type: Warehouse Table
title: Subscriptions
description: One row per customer subscription and billing state.
resource: warehouse://analytics.subscriptions
tags: [warehouse, subscriptions, revenue]
timestamp: 2026-06-13T00:00:00Z
---
# Schema
| Column | Type | Description |
|--------|------|-------------|
| `subscription_id` | string | Unique subscription identifier. |
| `customer_id` | string | Customer that owns the subscription. |
| `status` | string | Current billing state. |
| `monthly_amount_usd` | decimal | Normalized monthly recurring amount. |
# Related concepts
Feeds the [Monthly Recurring Revenue](../metrics/monthly-recurring-revenue.md) metric and the [Revenue Review](../playbooks/revenue-review.md) playbook.
API documentation bundle
Describe endpoints, schemas, errors, authentication, and business rules without replacing OpenAPI.
---
type: API Endpoint
title: Create Customer
description: Creates a new customer record.
resource: https://api.example.com/customers
method: POST
path: /api/customers
tags: [api, customers]
timestamp: 2026-06-13T00:00:00Z
---
# Request
Accepts a customer payload shaped by the [Customer schema](../schemas/customer.md).
# Response
Returns the created customer object or a [rate limit error](../errors/rate-limit.md).
# Examples
```http
POST /api/customers
Content-Type: application/json
```
Laravel app bundle
Make routes, models, policies, jobs, and operational context easier for humans and agents to inspect.
---
type: Laravel Model
title: User Model
description: Authenticated account model for customers and internal operators.
resource: repo://app/Models/User.php
tags: [laravel, model, authentication]
timestamp: 2026-06-13T00:00:00Z
---
# Responsibilities
The User model represents an authenticated account and owns customer-facing resources.
# Related concepts
Used by the [API users route](../routes/api-users.md) and protected by the [user policy](../policies/user-policy.md).
# Citations
[1] [Source file](repo://app/Models/User.php)
WordPress site bundle
Package custom post types, taxonomies, fields, and theme templates as portable Markdown knowledge.
---
type: WordPress Post Type
title: Product
description: Custom post type used to manage product content.
resource: wp-admin/edit.php?post_type=product
tags: [wordpress, post-type, content]
timestamp: 2026-06-13T00:00:00Z
---
# Purpose
The Product post type stores product landing pages and related metadata.
# Related concepts
Rendered by the [single product template](../templates/single-product.md) and enriched by [product fields](../acf/product-fields.md).
Data warehouse bundle
Document datasets, tables, metrics, lineage, dashboards, and data quality notes near the systems they describe.
---
type: Policy
title: Refund Policy
description: Rules support and billing teams use when evaluating customer refund requests.
resource: docs://policies/refunds
tags: [support, billing, policy]
timestamp: 2026-06-13T00:00:00Z
---
# Purpose
The refund policy defines when support can approve a refund, when billing review is required, and which cases must be escalated.
# Decision points
* Check whether the customer has an active subscription in the [billing system](../systems/billing.md).
* Escalate disputes, chargebacks, and unclear billing events through the [incident response playbook](../playbooks/incident-response.md).
# Citations
[1] [Refund policy source](docs://policies/refunds)
AI agent context bundle
Give agents durable context about systems, tools, playbooks, metrics, and operating constraints before they act.
---
type: Constraint
title: Agent Safety Rules
description: Operating boundaries an AI agent must follow before using tools or changing customer-facing systems.
resource: docs://agent-context/safety-rules
tags: [agent, safety, tools]
timestamp: 2026-06-13T00:00:00Z
---
# Rules
The agent must read relevant system, tool, metric, and playbook concepts before taking action.
Do not change billing data, refund customers, send external messages, or modify production settings unless a human explicitly approves the specific action.
# Related concepts
Read the [billing system](../systems/billing.md), [Stripe tool](../tools/stripe.md), and [support triage playbook](../playbooks/support-triage.md) before using operational tools.
Mathias Onea
Senior Engineer, Product Builder, and Founder
Systems, product software, and practical execution for teams that need clear decisions, durable implementation, and agent-ready knowledge structures.