# Categorization rules

IF→THEN rules for deciding where a file belongs. Apply in order; first
match wins.

## Hard-coded rules (always honor)

| If file… | Then it belongs in… |
|---|---|
| Lives inside `04_Case Studies/` or `99_Project Archive/` | leave it (sensitive — never auto-move) |
| Filename starts with `Screenshot YYYY-MM-DD at` | parent folder's `screenshots/` subdir |
| Has extension `.crdownload`, `.tmp`, `.partial` | `_unsorted/` (temp / interrupted) |
| Has `D.intelligence` in name | rename to `OurDigital` (filesystem rename only) |

## Content + filename heuristics (judgment calls)

### Templates vs Case Studies

| Signal | Verdict |
|---|---|
| Contains placeholder strings `OOO` / `OOOOOO` in filename | Template — `05_Working Template/` |
| Filename is `OurDigital-{topic}-{specific-client}-{date}` AND client is real | Case Study or Active Workspace, NOT template |
| Real client name in filename + signed contract content | `04_Case Studies/` |
| Real client name + WIP / current-quarter date | `01_Active Workspaces/{NN_client}/` |
| Real client name + closure-marker content (final report, sign-off) | `99_Project Archive/{NN_client}/` |

### Reference library vs Audit toolkit

| Signal | Verdict |
|---|---|
| Source is external (academic paper, vendor whitepaper, foreign URL slug, paper ID `2286-Article…`) | `03_{Practice} Hack Library/` |
| Source is OurDigital-authored, intended as reusable proposal/audit asset | `02_{Practice} Audit Toolkit/` |
| Korean filename about a niche specialty (sitemap.xml, robots.txt) | `02_…/{specialty}/` subdirectory |

### Training material vs Engagement notes

| Signal | Verdict |
|---|---|
| Generic title, no client name (`SEO 입문 기본교육 과정.pdf`) | `98_Training/01_수업 계획_코스/` |
| Lesson notes referencing real lawyer/doctor/consultant by name | `99_Project Archive/{NN_client}/` (it's a record of the engagement) |
| Screenshot from a lesson | `98_Training/04_강의자료 스크린샷/` if generic; archive if it shows specific client data |
| External lecture deck (Shopee, Google event) | `98_Training/09_외부 강의/{Topic}/` |

### Quote / proposal / contract documents

| Signal | Verdict |
|---|---|
| Quote sheet for a specific client, engagement won → archived | `99_Project Archive/{NN_client}/` |
| Quote sheet for a specific client, engagement won → ongoing | `01_Active Workspaces/{NN_client}/` |
| Quote sheet that's been neutralized (client → OOO) | `05_Working Template/` |
| Signed contract PDF | usually `04_Case Studies/` (portfolio) or archive |

## Anti-rules (do NOT do these)

- **Do not rename files inside `04_Case Studies/` or `99_Project Archive/`**
  even if they have `D.intelligence` in the name. Those are historical records
  and the brand at the time was D.intelligence — preserving that is correct.
- **Do not change Korean folder names to English** (or vice versa). Language
  is intentional.
- **Do not collapse client subfolders** even if they only have 1–2 files.
- **Do not move things to satisfy "everything balanced"** — empty subfolders
  are fine if they represent reserved slots.