Phase 4: Domain swap (legal → finance) + Mike → Gordon rename
From the PR description
Summary
- Repositions the fork from legal AI to a finance AI assistant: rewrites system prompts, disclaimers, practice areas, and column presets for M&A diligence, PE, private credit, lev fin, IB, and equity/credit research.
- Completes the
Mike → Gordonbrand rename across types (MikeMessage/Workflow/Chat/...), components (MikeIcon), API client (mikeApi.ts), MIME types, localStorage key, R2 bucket default, README, and docs. - Keeps all 12 built-in workflows untouched - finance workflow library is Phase 11. Old workflow practice values still display through the
Practice = stringflow + "Others" fallback.
What changed
Visible copy
InitialViewdisclaimer now covers financial/investment/accounting/legal advice.- Layout metadata (title, OG, Twitter), login/signup/support pages rebranded.
- Chat title generator prompt reframed for finance.
System prompts
chatTools.tsSYSTEM_PROMPTrewritten with finance framing + citation-auditability emphasis.projectChat.tsproject-context block now describes finance deal/mandate workstreams.tabular.tsextraction & review prompts (legal document analyst→finance document analyst).generate_docxtool description updated for finance artifacts (memo, IC paper, term sheet, diligence report, contract).
Practice areas - wholesale replacement: 19 legal practices → 17 finance verticals.
Column presets - additive, not replacement. Kept neutral legal contract presets (apply to finance contracts too) and added 12 finance presets (Revenue, EBITDA, Net Income, FCF, Leverage Ratio, Interest Coverage, Reporting Period, Maturity, Coupon/Rate, Currency, Capex, Margin).
Rename mechanics
- 9 type identifiers across 48 files.
- File renames:
mike-icon.tsx→gordon-icon.tsx;mikeApi.ts→gordonApi.ts. - MIME types
application/mike-*→application/gordon-*, localStorage key, R2 bucket default in.env.example. FORK.mdupstream URLs towillchen96/mikeintentionally preserved.
Deferred per plan
- All 12 built-in workflows kept (Phase 11 will build the finance workflow library).
LEGAL_NUMBERING_REFinshared/generateDocx.tsleft as-is (it refers to Word's built-inlegalnumbering style - forces arabic numerals at all levels - not legal documents).
Full rationale in decisions.md.
Test plan
-
tsc --noEmitclean on backend -
tsc --noEmitclean on frontend - Backend Vitest: 57/57 passing
- Spot-check chat title generation produces finance-style titles
- Spot-check tabular review on a finance doc uses the new finance column presets
- Verify login/signup pages render with new Gordon branding
- Verify localStorage key change (
mike.selectedModel→gordon.selectedModel) - users will re-select model on first load
Operational notes
.env.exampledefaultR2_BUCKET_NAMEchangedmike→gordon. Existing deployments setting this var explicitly are unaffected; deployments relying on the default need to set the var or create a new bucket.- localStorage key rename will silently reset users' last-selected model on their next visit. Acceptable one-time friction.
🤖 Generated with Claude Code
Our analysis
Pivot the fork from legal AI to a finance AI assistant — read the full analysis →
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