@pareto4/pp-core 1.19.0 → 1.20.0

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Files changed (79) hide show
  1. package/.claude-plugin/plugin.json +1 -1
  2. package/agents/pp-phase-researcher.md +10 -0
  3. package/agents/pp-planner.md +15 -0
  4. package/agents/pp-vault-reviewer.md +2 -0
  5. package/agents/pp-verifier.md +12 -8
  6. package/commands/pp-discovery.md +3 -2
  7. package/gemini-extension.json +1 -1
  8. package/package.json +6 -3
  9. package/pareto-skills/_shared/pp-claude-md-protocol.md +1 -1
  10. package/pareto-skills/pp-project-setup/SKILL.md +18 -343
  11. package/pp-core/bin/lib/capability-registry.cjs +1 -1
  12. package/pp-core/bin/lib/discovery-access.cjs +276 -0
  13. package/pp-core/bin/lib/discovery-charter.cjs +664 -0
  14. package/pp-core/bin/lib/discovery-deviations.cjs +264 -0
  15. package/pp-core/bin/lib/discovery-entities.cjs +323 -0
  16. package/pp-core/bin/lib/discovery-for-phase.cjs +628 -0
  17. package/pp-core/bin/lib/discovery-integrations.cjs +286 -0
  18. package/pp-core/bin/lib/discovery-migration.cjs +246 -0
  19. package/pp-core/bin/lib/discovery-phases.cjs +233 -0
  20. package/pp-core/bin/lib/discovery-processes.cjs +355 -0
  21. package/pp-core/bin/lib/discovery-research-track.cjs +5 -4
  22. package/pp-core/bin/lib/discovery-rollup.cjs +8 -7
  23. package/pp-core/bin/lib/discovery-rules.cjs +216 -0
  24. package/pp-core/bin/lib/discovery-screens.cjs +1 -1
  25. package/pp-core/bin/lib/discovery-session-check.cjs +264 -0
  26. package/pp-core/bin/lib/discovery-stories.cjs +273 -0
  27. package/pp-core/bin/lib/discovery-sweep.cjs +1 -1
  28. package/pp-core/bin/lib/discovery-table.cjs +55 -0
  29. package/pp-core/bin/lib/io.cjs +22 -0
  30. package/pp-core/bin/lib/vault-standards-review.cjs +50 -2
  31. package/pp-core/bin/pp-tools.cjs +143 -1
  32. package/pp-core/references/discovery-access.md +112 -0
  33. package/pp-core/references/discovery-build-consumption.md +256 -0
  34. package/pp-core/references/discovery-charter.md +127 -0
  35. package/pp-core/references/discovery-data-model.md +145 -0
  36. package/pp-core/references/discovery-id-conventions.md +50 -14
  37. package/pp-core/references/discovery-integrations.md +151 -0
  38. package/pp-core/references/discovery-processes.md +190 -0
  39. package/pp-core/references/discovery-rebaseline.md +2 -2
  40. package/pp-core/references/discovery-research-track.md +5 -6
  41. package/pp-core/references/discovery-session-output.md +70 -0
  42. package/pp-core/references/discovery-standards.md +107 -0
  43. package/pp-core/references/discovery-traceability.md +2 -2
  44. package/pp-core/references/planner-discovery-extract.md +35 -0
  45. package/pp-core/references/verifier-discovery-conformance.md +36 -0
  46. package/pp-core/templates/project-charter.md +161 -100
  47. package/pp-core/templates/project.md +3 -3
  48. package/pp-core/templates/requirements.md +18 -0
  49. package/pp-core/templates/verification-report.md +16 -0
  50. package/pp-core/workflows/discovery-sprint/charter.md +114 -0
  51. package/pp-core/workflows/discovery-sprint/prefill.md +1 -1
  52. package/pp-core/workflows/discovery-sprint/prototype.md +4 -4
  53. package/pp-core/workflows/discovery-sprint/session-13-gates.md +10 -0
  54. package/pp-core/workflows/discovery-sprint/sessions/01-kick-off.md +5 -2
  55. package/pp-core/workflows/discovery-sprint/sessions/02-as-is.md +27 -5
  56. package/pp-core/workflows/discovery-sprint/sessions/03-to-be.md +56 -31
  57. package/pp-core/workflows/discovery-sprint/sessions/04-ux-design.md +1 -1
  58. package/pp-core/workflows/discovery-sprint/sessions/05-architecture.md +42 -19
  59. package/pp-core/workflows/discovery-sprint/sessions/06-security.md +27 -12
  60. package/pp-core/workflows/discovery-sprint/sessions/07-identity.md +41 -23
  61. package/pp-core/workflows/discovery-sprint/sessions/08-integration.md +50 -23
  62. package/pp-core/workflows/discovery-sprint/sessions/09-qa.md +26 -11
  63. package/pp-core/workflows/discovery-sprint/sessions/10-infrastructure.md +28 -9
  64. package/pp-core/workflows/discovery-sprint/sessions/11-roadmap.md +21 -0
  65. package/pp-core/workflows/discovery-sprint/sessions/13-wrap-up.md +24 -9
  66. package/pp-core/workflows/discovery-sprint.md +12 -15
  67. package/pp-core/workflows/discovery-to-build/steps/architecture-deliverables.md +80 -29
  68. package/pp-core/workflows/discovery-to-build/steps/{screen-inventory-gate.md → handoff-gates.md} +111 -3
  69. package/pp-core/workflows/discovery-to-build/templates/discovery-references.md +12 -9
  70. package/pp-core/workflows/discovery-to-build/templates/pp-handoff.md +27 -26
  71. package/pp-core/workflows/discovery-to-build.md +70 -34
  72. package/pp-core/workflows/discuss-phase/discovery.md +83 -0
  73. package/pp-core/workflows/discuss-phase/templates/context.md +4 -0
  74. package/pp-core/workflows/discuss-phase.md +10 -7
  75. package/pp-core/workflows/new-project.md +3 -3
  76. package/pp-core/workflows/plan-phase/steps/discovery-extract.md +41 -0
  77. package/pp-core/workflows/plan-phase.md +15 -10
  78. package/pp-core/workflows/vault-review.md +5 -0
  79. package/pp-core/workflows/discovery-sprint/templates/context-template.md +0 -272
@@ -6,8 +6,7 @@ description: >
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  "new project", "start a project", "create a repo", "set up a client project",
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  "new engagement", or "initialise a project". This skill runs a wizard
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  that collects project and client context, then automates: GitHub repo creation (via gh CLI),
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- Obsidian vault configuration, requirements templates, project definition template,
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- GitHub project board setup, and an initial commit pushed to GitHub — leaving the team
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+ Obsidian vault configuration, GitHub project board setup, and an initial commit pushed to GitHub — leaving the team
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  ready to start the Discovery Sprint (via `/pp-discovery 1`) immediately.
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  Trigger even for vague requests like "let's start a new project" or "new client, new repo".
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  ---
@@ -20,14 +19,13 @@ This skill bootstraps a new Pareto project and hands it off to `/pp-discovery` t
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  **What it delivers:**
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  - GitHub repository created and configured
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  - Obsidian vault configured for project documentation
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- - Requirements templates (functional requirements, user stories, test cases)
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- - Project Definition template
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  - GitHub project board with labels, milestone, and custom fields
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  - Initial commit pushed to GitHub
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  - Team ready to run `/pp-discovery 1` and start the Discovery Sprint immediately
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  **What it does NOT do:**
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  - Discovery Sprint facilitation — `/pp-discovery` is the sole, self-sufficient session source (it bootstraps its own `.planning/discovery/_progress.md` and `_context.md`); this skill does not scaffold a `Discovery/` tree or a Sessions Guide
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+ - Requirements or Project Definition templates — the sprint writes `.planning/discovery/_requirements.md` and the Project Charter (`PROJECT-CHARTER.md`) itself; a pre-scaffolded copy would be a second source of truth
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  - Application scaffolding (backend/frontend code) — do this after Discovery, when the stack is confirmed
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  - CI/CD pipeline setup — use `pareto-cicd-setup` after the application is scaffolded
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  - Deployment setup — use `pareto-deploy-setup` when ready for staging/production
@@ -119,11 +117,10 @@ Summarise everything before running any commands:
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  >
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  > I'll:
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  > 1. Create the GitHub repo
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- > 2. Scaffold the project structure (requirements + docs)
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- > 3. Set up the Project Definition and requirements templates
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- > 4. Configure Obsidian vault for project documentation
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- > 5. Configure GitHub project board, labels, and milestone
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- > 6. Push the initial commit to GitHub
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+ > 2. Scaffold the project structure (docs + input documents)
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+ > 3. Configure Obsidian vault for project documentation
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+ > 4. Configure GitHub project board, labels, and milestone
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+ > 5. Push the initial commit to GitHub
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  >
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  > You'll then run `/pp-discovery 1` to start the Discovery Sprint.
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  >
@@ -152,7 +149,6 @@ cd [PROJECT_NAME]
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  ```bash
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  mkdir -p \
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- requirements \
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  Inputs/docs \
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  docs/architecture \
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  docs/decisions \
@@ -161,327 +157,9 @@ mkdir -p \
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  Discovery Sprint artifacts are not scaffolded here — `/pp-discovery` creates `.planning/discovery/` itself on first run (session files, `_progress.md`, `_context.md`). The interactive prototype is built by `/pp-discovery prototype` into `.planning/discovery/prototype/`, on the UI kit the client vault declares.
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- #### 4c. Scaffold Project Definition & Requirements Templates
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+ #### 4c. Input Documents
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- Generate the requirements and project definition files. Discovery Sprint facilitation itself — the 13 guided sessions, the `_progress.md`/`_context.md` bootstrap files, and the Notes Template tables — is no longer scaffolded here. `/pp-discovery` is the sole, self-sufficient source for that: it bootstraps `.planning/discovery/_progress.md` and `.planning/discovery/_context.md` itself on first run (see `pp-core/workflows/discovery-sprint.md`'s Bootstrap Templates section). After STEP 4's scaffolding completes, the handoff (STEP 5) tells the team to run `/pp-discovery 1` to begin.
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-
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- **Generation order:** Project Definition → requirements.
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-
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- ##### 4c.1 Project Definition Template
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-
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- Generate `[PROJECT_NAME]-Project-Definition.md`:
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-
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- ```markdown
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- # [PROJECT_NAME] — Project Definition
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-
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- > [PROJECT_DESCRIPTION]
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-
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- **Client:** [CLIENT_NAME]
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- **Version:** 1.0
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- **Date:** [today's date]
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- **Status:** Draft — populated through Discovery Sprint sessions
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-
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- ---
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-
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- ## Table of Contents
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-
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- 1. Executive Summary
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- 2. Project Context
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- 3. Solution Architecture
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- 4. Functional Requirements
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- 5. User Roles & Access Control
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- 6. Integration & Interfaces
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- 7. Security & Compliance
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- 8. Team & Governance
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- 9. Project Roadmap
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- 10. Licensing & Costs
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- 11. Risks & Mitigations
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- 12. Appendices
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-
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- ---
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-
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- ## 1. Executive Summary
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-
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- ### Business Rationale
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- <!-- Why this project? What problem does it solve? -->
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-
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- ### Key Objectives
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-
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- | Objective | Description | Expected Improvement |
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- |-----------|-------------|---------------------|
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- | | | |
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-
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- ### Success Criteria / KPIs
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- | KPI | Target | Measurement |
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- |-----|--------|-------------|
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- | | | |
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-
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- ---
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-
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- ## 2. Project Context
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-
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- ### Current State (As-Is)
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- <!-- From Session 2 -->
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-
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- ### Future State (To-Be)
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- <!-- From Session 3 -->
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-
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- ### Scope Definition
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- **In Scope (MVP):**
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- -
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- **Out of Scope:**
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- -
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-
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- ---
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-
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- ## 3. Solution Architecture
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-
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- ### System Overview
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- <!-- From Session 5 -->
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-
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- ### Technology Stack
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-
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- | Layer | Technology | Notes |
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- |-------|-----------|-------|
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- | Backend | | |
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- | Frontend | | |
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- | Database | | |
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- | Infrastructure | | |
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-
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- ### Architecture Decision Records
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-
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- | ADR | Decision | Context | Consequences |
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- |-----|----------|---------|--------------|
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- | | | | |
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-
260
- ---
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-
262
- ## 4. Functional Requirements
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- See [requirements/functional-requirements.md](requirements/functional-requirements.md) for the full requirements matrix.
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- ### EPICs Overview
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- | EPIC | Title | Phase | Priority |
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- |------|-------|-------|----------|
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- | | | | |
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-
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- ### Requirements Summary
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- | Category | Count |
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- |----------|-------|
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- | Functional Requirements | |
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- | Non-Functional Requirements | |
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- | Business Rules | |
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-
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- ---
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-
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- ## 5. User Roles & Access Control
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- <!-- From Sessions 3, 7 -->
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- | Role | Description | Permissions | Device |
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- |------|-------------|-------------|--------|
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- | | | | |
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- ---
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-
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- ## 6. Integration & Interfaces
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- <!-- From Sessions 5, 8 -->
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- | Interface | System | Direction | Protocol | Phase |
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- |-----------|--------|-----------|----------|-------|
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- | | | | | |
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- ---
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- ## 7. Security & Compliance
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-
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- <!-- From Session 6 -->
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- | Aspect | Approach | Standard |
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- |--------|----------|----------|
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- | Data Classification | | |
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- | Compliance | | |
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- | Encryption (transit) | | |
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- | Encryption (at rest) | | |
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- | Authentication | | |
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- | Audit Logging | | |
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- | Availability SLA | | |
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- ---
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- ## 8. Team & Governance
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- <!-- From Session 12 -->
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- ### Team Structure
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- | Role | Who | Organization |
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- |------|-----|--------------|
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- | | | |
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- ### Governance Framework
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- | Level | Forum | Frequency | Purpose |
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- |-------|-------|-----------|---------|
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- | | | | |
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- ---
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-
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- ## 9. Project Roadmap
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- <!-- From Session 11 -->
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- ### Phases
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- | Phase | Scope | Timeline | Budget |
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- |-------|-------|----------|--------|
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- | | | | |
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- ### Key Milestones
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- | Milestone | Target Date | Owner |
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- |-----------|-------------|-------|
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- | | | |
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- ---
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- ## 10. Licensing & Costs
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- | Item | Cost | Frequency | Notes |
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- |------|------|-----------|-------|
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- | | | | |
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-
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- ---
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-
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- ## 11. Risks & Mitigations
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- | Risk | Probability | Impact | Mitigation | Owner |
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- |------|-------------|--------|------------|-------|
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- | | | | | |
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- ---
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- ## 12. Appendices
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-
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- - [Functional Requirements](requirements/functional-requirements.md)
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- - [User Story Definition Guide](requirements/user-story-definition.md)
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- - [Test Cases](requirements/test-cases.md)
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- - Discovery Sprint sessions: `.planning/discovery/session-01.md` … `session-13.md` (run `/pp-discovery 1` to begin)
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-
377
- ---
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-
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- **Document Status:** Draft
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- **Generated by:** pareto-project-setup skill
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- ```
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- ##### 4c.2 Requirements Files
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- Generate `requirements/functional-requirements.md`:
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- ```markdown
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- # Functional Requirements — [PROJECT_NAME]
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-
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- Based on: [PROJECT_NAME] Discovery Sprint (Sessions 3, 5, 8)
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-
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- ## How to Use This Document
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-
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- Requirements are captured during the Discovery Sprint, primarily in Session 3 (Business Requirements & To-Be).
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- Each requirement has a unique ID, description, phase assignment, and priority.
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-
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- ---
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- ## 1. [Module Name]
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- ### 1.1 [Sub-module]
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- | ID | Requirement | Phase | Priority | Notes |
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- |----|-------------|-------|----------|-------|
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- | REQ-001 | | | | |
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-
407
- ---
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- ## Non-Functional Requirements
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- | ID | Category | Requirement | Target |
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- |----|----------|-------------|--------|
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- | NFR-001 | Performance | | |
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- | NFR-002 | Security | | |
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- | NFR-003 | Usability | | |
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- | NFR-004 | Availability | | |
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-
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- ---
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- ## Business Rules
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- | ID | Rule Description | Applies To | Source |
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- |----|-----------------|------------|--------|
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- | BR-001 | | | |
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-
426
- ---
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- ## Out of Scope
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-
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- The following items are explicitly out of scope:
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- -
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- ```
433
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- Generate `requirements/user-story-definition.md` — this is the **full methodology guide** (reusable as-is across all projects). Include the complete User Story Definition Guide with:
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- - Hierarchy: Epic → User Story → Acceptance Criteria → Test Case
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- - Epic Definition (template, quality criteria, example)
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- - User Story Definition (format, template, INVEST criteria, checklist, forbidden words)
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- - Acceptance Criteria Definition (Given/When/Then + Concrete Condition formats)
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- - Test Case Definition (template, test types, quality criteria)
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- - Traceability Matrix
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- - Status Definitions
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- - Numbering Conventions
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- - Review Checklists
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- Generate `requirements/test-cases.md`:
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-
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- ```markdown
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- # Test Cases — [PROJECT_NAME]
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-
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- ## Structure
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-
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- ```
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- TC-[US-ID]-[NR]: [Title]
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- ├── Test Type: Unit | Integration | E2E | Performance | Security
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- ├── User Story: US-XXX
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- ├── Acceptance Criterion: AC-XXX-XX
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- ├── Priority: Critical | High | Medium | Low
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- ├── Preconditions
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- ├── Test Steps
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- ├── Expected Result
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- └── Test Data
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- ```
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-
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- ## Test Phases
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- | Phase | Focus | Responsibility |
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- |-------|-------|----------------|
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- | Unit Testing | Individual functions/components | Development team |
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- | Integration Testing | Component collaboration | Development team |
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- | System Testing | Complete system flows | QA team |
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- | UAT | Business acceptance | Key users + PO |
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- | Performance Testing | Speed and load | QA team |
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- | Security Testing | Vulnerability assessment | Security team |
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475
- ## Test Cases
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- _Test cases are added here as user stories are defined during the Discovery Sprint._
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- | TC ID | User Story | AC | Type | Priority | Status |
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- |-------|------------|-----|------|----------|--------|
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- | | | | | | |
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- ```
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-
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- ##### 4c.3 Input Documents
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+ No Project Definition or requirements templates are scaffolded. `/pp-discovery` creates `.planning/discovery/` on first run — `_progress.md`, `_context.md`, `_requirements.md` (the one requirement register) — and Session 13 drafts the Project Charter from the session record; a template written here would only drift from them. After STEP 4 completes, the handoff (STEP 5) tells the team to run `/pp-discovery 1`.
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  Create `Inputs/docs/.gitkeep` (empty file — placeholder for input documents, architecture notes, and reference materials gathered during discovery).
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@@ -665,11 +343,11 @@ Run `/pp-discovery 1` to begin. `/pp-discovery` facilitates all 13 Discovery Spr
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  2. Work through all 13 sessions via guided Q&A — resume any time with `/pp-discovery <N>`, or run `/pp-discovery` with no argument to see progress
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  3. Track progress at `.planning/discovery/_progress.md`
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- **Outcome:** A validated project definition, prioritized backlog, architecture decisions, and go/no-go assessment.
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+ **Outcome:** A signed Project Charter, a prioritized requirement register, architecture decisions, and a go/no-go assessment.
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  | Document | Purpose |
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  |----------|---------|
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- | [Project Definition]([PROJECT_NAME]-Project-Definition.md) | Consolidated output document |
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+ | `.planning/discovery/_requirements.md` | Requirement register (created by `/pp-discovery`) |
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  | `.planning/discovery/_progress.md` | Session progress tracker (created by `/pp-discovery`) |
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  | `.planning/discovery/_context.md` | Cross-session context accumulator (created by `/pp-discovery`) |
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  | `.planning/discovery/prototype/` | Interactive prototype (built by `/pp-discovery prototype` after Session 4) |
@@ -679,14 +357,13 @@ Run `/pp-discovery 1` to begin. `/pp-discovery` facilitates all 13 Discovery Spr
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  [PROJECT_NAME]/
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  .obsidian/ Obsidian vault configuration
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  .planning/discovery/ Discovery Sprint outputs and the prototype (created by /pp-discovery)
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- requirements/ Functional requirements, user stories, test cases
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  Inputs/docs/ Input documents and reference materials
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  docs/ Architecture decisions and guides
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  ```
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  ## Next Steps After Discovery
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689
- Once the Discovery Sprint is complete and you have a validated project definition:
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+ Once the Discovery Sprint is complete and the Project Charter is signed:
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  1. Scaffold the application code (use `pareto-project-setup` or manually)
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  2. Set up CI/CD pipeline (use `pareto-cicd-setup`)
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  3. Create your first feature branch and start building
@@ -768,8 +445,8 @@ gh label create "uat" -c "fbca04" -d "User acceptance testing"
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  ```bash
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  # Example — create after Discovery Sprint Session 3 (To-Be) when EPICs are known:
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- gh label create "epic:lead-management" -c "0E8A16" -d "EPIC-001: Lead Management" --force -R [GITHUB_ORG]/[PROJECT_NAME]
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- gh label create "epic:ai-engine" -c "B44EFF" -d "EPIC-002: AI Next-Action" --force -R [GITHUB_ORG]/[PROJECT_NAME]
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+ gh label create "epic:lead-management" -c "0E8A16" -d "E-01: Lead Management" --force -R [GITHUB_ORG]/[PROJECT_NAME]
449
+ gh label create "epic:ai-engine" -c "B44EFF" -d "E-02: AI Next-Action" --force -R [GITHUB_ORG]/[PROJECT_NAME]
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  # ... one per EPIC, each with a unique color for visual distinction on the board
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  ```
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@@ -781,9 +458,9 @@ gh label create "epic:ai-engine" -c "B44EFF" -d "EPIC-002: AI Next-Action"
781
458
 
782
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  **Rules for epic labels:**
783
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  - Use `epic:[short-name]` format (e.g. `epic:trips`, `epic:finance`, `epic:auth`)
784
- - Never use generic IDs like `epic:EPIC-001` — these are unreadable on the board
461
+ - Never use generic IDs like `epic:E-01` — these are unreadable on the board
785
462
  - Each epic gets a unique color from the palette above
786
- - Description includes the EPIC ID for traceability (e.g. `"EPIC-001: Trip Management"`)
463
+ - Description includes the EPIC ID (`E-nn`, as Session 3 minted it) for traceability (e.g. `"E-01: Trip Management"`)
787
464
  - Apply `epic` label to EPIC issues, `user-story` label to story issues
788
465
  - Apply the relevant `epic:[short-name]` label to both the EPIC issue and its child stories
789
466
 
@@ -834,10 +511,8 @@ web UI (click "New view" → "Board").
834
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  git add .
835
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  git commit -m "chore: initial project scaffold
836
513
 
837
- - Prototype folder structure (populated after Discovery Session 4)
838
514
  - Obsidian vault configured
839
- - Requirements templates (functional requirements, user stories, test cases)
840
- - Project Definition template
515
+ - Inputs/docs and docs/ folders
841
516
  - GitHub project board with Status, Priority, Sprint, Estimate fields
842
517
  - Repo labels (type, priority, phase, status, MoSCoW, issue type)
843
518
  - MVP milestone
@@ -862,7 +537,7 @@ After successful push, give the developer a clean summary:
862
537
  > 1. Run `/pp-discovery 1` to begin **Session 1 (Kick-off)**
863
538
  > 2. Work through all 13 sessions via guided Q&A — resume any time with `/pp-discovery <N>`
864
539
  > 3. Track progress at `.planning/discovery/_progress.md` (created automatically)
865
- > 4. Complete all 13 sessions to produce a validated project definition
540
+ > 4. Complete all 13 sessions to produce a signed Project Charter
866
541
  >
867
542
  > **Project Board:**
868
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  > Open at: https://github.com/users/[GITHUB_ORG]/projects/ (or https://github.com/orgs/[GITHUB_ORG]/projects/)
@@ -870,7 +545,7 @@ After successful push, give the developer a clean summary:
870
545
  > Tip: Click "New view" → "Board" in the project to create a Kanban board view
871
546
  >
872
547
  > **After Discovery:**
873
- > Once you have a validated project definition, scaffold the application and set up CI/CD.
548
+ > Once the Project Charter is signed, run `/pp-discovery-to-build`, then scaffold the application and set up CI/CD.
874
549
  > Use `pareto-cicd-setup` for pipeline configuration and `pareto-deploy-setup` for deployment.
875
550
  >
876
551
  > Discover first, then build."
@@ -599,7 +599,7 @@ const capabilities = {
599
599
  "id": "discovery",
600
600
  "role": "feature",
601
601
  "title": "Pareto Discovery Sprint",
602
- "description": "Native 13-session Pareto Discovery Sprint facilitation; writes .planning/discovery artifacts (session-NN.md, _progress.md, _context.md).",
602
+ "description": "Native 13-session Pareto Discovery Sprint facilitation; writes .planning/discovery artifacts (session-NN.md, _progress.md, the registers).",
603
603
  "tier": "full",
604
604
  "requires": [],
605
605
  "runtimeCompat": {