# veta — Project Context

> **Naming history (per ADR-016, 2026-05-23):** this product was named **Quanta** through 2026-05-22. It was renamed **veta** when the new umbrella product `quanta` (opportunity portfolio) took the parent slot. The kit project folder was renamed from `projects/quanta/` to `projects/veta/` on 2026-05-26. *Site / repo / code-import propagation is sequenced in ADR-016 phases A–H and is partial as of this writing.*

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## Project

**Project:** veta — financial + metrics modeling tool (design exploration)
**Site:** veta.rizlabs.com (forward canonical; legacy quanta.rizlabs.com may still serve)
**Preview:** https://ux.rizlabs.com/projects/veta/
**What we're doing:** Design consultation. Same Foundry-coded direction as Egan v2.
**Role:** UX / design consultation, exploratory

**Project overview:**

**veta** is the **financial + metrics modeling tool** in the Rizlabs stack. It is the layer that turns business hypotheses into modeled economics:

- **Scenario planning** — As-Is / To-Be / multi-future modeling
- **Current-state cost transparency** — multi-dimensional cost allocation (GL → Pool → Tower → App → BU), TBM-aligned
- **ROI projections** — NPV / IRR / payback at notional-first-pass *and* detailed levels (the level of rigor is matched to risk + complexity, not applied uniformly)
- **Value realization** — verifies projections post-deployment; modeled → measured tracking
- **Investment rationalization** — translates capability bets into financial frames the CFO can defend

Replaces error-prone Google-Sheets-based IT cost modeling with a purpose-built web app. Primary users: IT finance analysts, IT directors, CFOs, FinOps engineers — and the engagement leads who need to land a financial story alongside a capability story.

**Primary user (this consultation):** Greg's IT finance analyst — the same archetype who is the primary Egan v2 user, since the value-engineering workflow flows Egan → veta. Their day involves grid editing, scenario comparison, and producing decision-ready briefs.

**Relationship to quanta (umbrella):** veta is one of three engines that the new top-level **quanta** (opportunity portfolio) product consumes. quanta surfaces *which* hypotheses to test; veta models *what they cost and what they return*. veta is the financial layer beneath quanta's portfolio view.

**Relationship to Egan:** veta consumes Egan's `/api/v1/*` graph endpoints for value streams, taxonomy, and process models. One-way flow: veta ← Egan. The Knowledge / Value Streams pages in veta surface Egan content. The two products should *feel related but distinct* — same design system idioms, different palette emphasis (veta is more financial/grid-heavy; Egan is more analytical/graph-heavy).

**Current state (v1):** Next 15 + React 19 + TanStack Query + Zustand + AG Grid Enterprise + Recharts + Tailwind + custom @brand/tokens + (legacy-named) `@quanta/ui` package. 18 pages, 13-item flat sidebar, teal/slate palette (same family as Egan v1). Scenario selector buried at sidebar bottom. Dashboard is a stats page. *Legacy `@quanta/*` package names persist until ADR-016 phase C propagates.*

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## Navigation structure

**No eyebrow / no top nav.** Authenticated tool, sidebar shell (same as Egan v2).

**Sidebar — 5 sections, intent-organized (collapses v1's 13-item flat list):**

- ◆ **Brief** — home; scenarios in flight, open VE work, what changed
- ◇ **Model** — workspace context: models list/switcher, scenarios, Key Data Inputs, settings
- ◇ **Cost** — Current State TCO, Future State TCO, Comparison, Cost Elements, Reference Data
- ◇ **Value** — Value Streams (Egan-fed), VE Portfolio, Implementation Plan, ROI Analysis, Value Realization
- ◇ **Share** — Export center, Reports, Briefs / presentations

Sidebar header carries the **active model + scenario** as primary context, not buried at the bottom.

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## Pages in scope

| Page | Description | Status |
|---|---|---|
| Brief | Home — replaces v1 stats dashboard. Identity-defining page. | Planned |
| Cost Grid | Current State TCO grid — AG-Grid-styled but Foundry-coded. Daily-driver. | Planned |
| ROI Analysis | Panel-driven financial view, NPV/IRR/payback, dark-canvas charts. Notional + detailed modes. | Planned |
| Value Streams | Egan-integrated page. Proves the two products feel related but distinct. | Planned |

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## Wireframe / layout / design constraints

- **Mood: Foundry-coded** — institutional, panel-disciplined, analytical.
- **Tokens only** — no hex/rgb in page CSS. Wireframes stay mono.
- **Sidebar shell** with active model + scenario in the header.
- **Density on the high side**.
- **Grids must read as grids** — daily-driver is a spreadsheet, lean in.
- **Charts use the dark-canvas pattern** from Egan.
- **Notional vs. detailed levels of rigor** are first-class UI states, not a hidden mode — the analyst should always know which level of rigor they're operating at.

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## Key decisions made

- 5-section IA: Brief / Model / Cost / Value / Share.
- Brief replaces stats dashboard.
- Active model + scenario in sidebar header.
- Foundry-coded direction.
- Pattern reuse from Egan kit.
- **2026-05-26:** Renamed from Quanta → veta per ADR-016. New top-level product `quanta` (opportunity portfolio) now sits one layer above veta.

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## Open questions

- Multi-model navigation: dropdown vs ⌘K palette. Provisionally both.
- Brand color differentiation from Egan: same family for v1; eventually deeper/different.
- Grid library: AG-Grid stays for wireframe purposes.
- Value Realization page shape — separate from ROI Analysis, or a tab inside it? (Decision deferred to Phase 2 of the showcase work.)

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## Feedback log

**2026-05-23 — Consultation kickoff**
- Foundry-coded direction. 5 sections agreed. 4 anchor wireframes.

**2026-05-26 — Rename to veta**
- ADR-016 product naming canon: financial-modeling tool = veta; opportunity portfolio = new quanta.
- Kit project folder renamed `projects/quanta/` → `projects/veta/`.
- In-wireframe product labels updated (Quanta → veta).
- Legacy `quanta.rizlabs.com` / `@quanta/ui` artifacts persist pending ADR-016 propagation.
