appiq-solution 1.4.2 → 1.4.4

package/bmad-core/checklists/po-master-checklist.md

@@ -0,0 +1,441 @@
+# Product Owner (PO) Master Validation Checklist
+
+This checklist serves as a comprehensive framework for the Product Owner to validate project plans before development execution. It adapts intelligently based on project type (greenfield vs brownfield) and includes UI/UX considerations when applicable.
+
+[[LLM: INITIALIZATION INSTRUCTIONS - PO MASTER CHECKLIST
+
+PROJECT TYPE DETECTION:
+First, determine the project type by checking:
+
+1. Is this a GREENFIELD project (new from scratch)?
+
+   - Look for: New project initialization, no existing codebase references
+   - Check for: prd.md, architecture.md, new project setup stories
+
+2. Is this a BROWNFIELD project (enhancing existing system)?
+
+   - Look for: References to existing codebase, enhancement/modification language
+   - Check for: brownfield-prd.md, brownfield-architecture.md, existing system analysis
+
+3. Does the project include UI/UX components?
+   - Check for: frontend-architecture.md, UI/UX specifications, design files
+   - Look for: Frontend stories, component specifications, user interface mentions
+
+DOCUMENT REQUIREMENTS:
+Based on project type, ensure you have access to:
+
+For GREENFIELD projects:
+
+- prd.md - The Product Requirements Document
+- architecture.md - The system architecture
+- frontend-architecture.md - If UI/UX is involved
+- All epic and story definitions
+
+For BROWNFIELD projects:
+
+- brownfield-prd.md - The brownfield enhancement requirements
+- brownfield-architecture.md - The enhancement architecture
+- Existing project codebase access (CRITICAL - cannot proceed without this)
+- Current deployment configuration and infrastructure details
+- Database schemas, API documentation, monitoring setup
+
+SKIP INSTRUCTIONS:
+
+- Skip sections marked [[BROWNFIELD ONLY]] for greenfield projects
+- Skip sections marked [[GREENFIELD ONLY]] for brownfield projects
+- Skip sections marked [[UI/UX ONLY]] for backend-only projects
+- Note all skipped sections in your final report
+
+VALIDATION APPROACH:
+
+1. Deep Analysis - Thoroughly analyze each item against documentation
+2. Evidence-Based - Cite specific sections or code when validating
+3. Critical Thinking - Question assumptions and identify gaps
+4. Risk Assessment - Consider what could go wrong with each decision
+
+EXECUTION MODE:
+Ask the user if they want to work through the checklist:
+
+- Section by section (interactive mode) - Review each section, get confirmation before proceeding
+- All at once (comprehensive mode) - Complete full analysis and present report at end]]
+
+## 1. PROJECT SETUP & INITIALIZATION
+
+[[LLM: Project setup is the foundation. For greenfield, ensure clean start. For brownfield, ensure safe integration with existing system. Verify setup matches project type.]]
+
+### 1.1 Project Scaffolding [[GREENFIELD ONLY]]
+
+- [ ] Epic 1 includes explicit steps for project creation/initialization
+- [ ] If using a starter template, steps for cloning/setup are included
+- [ ] If building from scratch, all necessary scaffolding steps are defined
+- [ ] Initial README or documentation setup is included
+- [ ] Repository setup and initial commit processes are defined
+
+### 1.2 Existing System Integration [[BROWNFIELD ONLY]]
+
+- [ ] Existing project analysis has been completed and documented
+- [ ] Integration points with current system are identified
+- [ ] Development environment preserves existing functionality
+- [ ] Local testing approach validated for existing features
+- [ ] Rollback procedures defined for each integration point
+
+### 1.3 Development Environment
+
+- [ ] Local development environment setup is clearly defined
+- [ ] Required tools and versions are specified
+- [ ] Steps for installing dependencies are included
+- [ ] Configuration files are addressed appropriately
+- [ ] Development server setup is included
+
+### 1.4 Core Dependencies
+
+- [ ] All critical packages/libraries are installed early
+- [ ] Package management is properly addressed
+- [ ] Version specifications are appropriately defined
+- [ ] Dependency conflicts or special requirements are noted
+- [ ] [[BROWNFIELD ONLY]] Version compatibility with existing stack verified
+
+## 2. INFRASTRUCTURE & DEPLOYMENT
+
+[[LLM: Infrastructure must exist before use. For brownfield, must integrate with existing infrastructure without breaking it.]]
+
+### 2.1 Database & Data Store Setup
+
+- [ ] Database selection/setup occurs before any operations
+- [ ] Schema definitions are created before data operations
+- [ ] Migration strategies are defined if applicable
+- [ ] Seed data or initial data setup is included if needed
+- [ ] [[BROWNFIELD ONLY]] Database migration risks identified and mitigated
+- [ ] [[BROWNFIELD ONLY]] Backward compatibility ensured
+
+### 2.2 API & Service Configuration
+
+- [ ] API frameworks are set up before implementing endpoints
+- [ ] Service architecture is established before implementing services
+- [ ] Authentication framework is set up before protected routes
+- [ ] Middleware and common utilities are created before use
+- [ ] [[BROWNFIELD ONLY]] API compatibility with existing system maintained
+- [ ] [[BROWNFIELD ONLY]] Integration with existing authentication preserved
+
+### 2.3 Deployment Pipeline
+
+- [ ] CI/CD pipeline is established before deployment actions
+- [ ] Infrastructure as Code (IaC) is set up before use
+- [ ] Environment configurations are defined early
+- [ ] Deployment strategies are defined before implementation
+- [ ] [[BROWNFIELD ONLY]] Deployment minimizes downtime
+- [ ] [[BROWNFIELD ONLY]] Blue-green or canary deployment implemented
+
+### 2.4 Testing Infrastructure
+
+- [ ] Testing frameworks are installed before writing tests
+- [ ] Test environment setup precedes test implementation
+- [ ] Mock services or data are defined before testing
+- [ ] [[BROWNFIELD ONLY]] Regression testing covers existing functionality
+- [ ] [[BROWNFIELD ONLY]] Integration testing validates new-to-existing connections
+
+## 3. EXTERNAL DEPENDENCIES & INTEGRATIONS
+
+[[LLM: External dependencies often block progress. For brownfield, ensure new dependencies don't conflict with existing ones.]]
+
+### 3.1 Third-Party Services
+
+- [ ] Account creation steps are identified for required services
+- [ ] API key acquisition processes are defined
+- [ ] Steps for securely storing credentials are included
+- [ ] Fallback or offline development options are considered
+- [ ] [[BROWNFIELD ONLY]] Compatibility with existing services verified
+- [ ] [[BROWNFIELD ONLY]] Impact on existing integrations assessed
+
+### 3.2 External APIs
+
+- [ ] Integration points with external APIs are clearly identified
+- [ ] Authentication with external services is properly sequenced
+- [ ] API limits or constraints are acknowledged
+- [ ] Backup strategies for API failures are considered
+- [ ] [[BROWNFIELD ONLY]] Existing API dependencies maintained
+
+### 3.3 Infrastructure Services
+
+- [ ] Cloud resource provisioning is properly sequenced
+- [ ] DNS or domain registration needs are identified
+- [ ] Email or messaging service setup is included if needed
+- [ ] CDN or static asset hosting setup precedes their use
+- [ ] [[BROWNFIELD ONLY]] Existing infrastructure services preserved
+
+## 4. UI/UX CONSIDERATIONS [[UI/UX ONLY]]
+
+[[LLM: Only evaluate this section if the project includes user interface components. Skip entirely for backend-only projects.]]
+
+### 4.1 Design System Setup
+
+- [ ] UI framework and libraries are selected and installed early
+- [ ] Design system or component library is established
+- [ ] Styling approach (CSS modules, styled-components, etc.) is defined
+- [ ] Responsive design strategy is established
+- [ ] Accessibility requirements are defined upfront
+
+### 4.2 Frontend Infrastructure
+
+- [ ] Frontend build pipeline is configured before development
+- [ ] Asset optimization strategy is defined
+- [ ] Frontend testing framework is set up
+- [ ] Component development workflow is established
+- [ ] [[BROWNFIELD ONLY]] UI consistency with existing system maintained
+
+### 4.3 User Experience Flow
+
+- [ ] User journeys are mapped before implementation
+- [ ] Navigation patterns are defined early
+- [ ] Error states and loading states are planned
+- [ ] Form validation patterns are established
+- [ ] [[BROWNFIELD ONLY]] Existing user workflows preserved or migrated
+
+## 5. USER/AGENT RESPONSIBILITY
+
+[[LLM: Clear ownership prevents confusion. Ensure tasks are assigned appropriately based on what only humans can do.]]
+
+### 5.1 User Actions
+
+- [ ] User responsibilities limited to human-only tasks
+- [ ] Account creation on external services assigned to users
+- [ ] Purchasing or payment actions assigned to users
+- [ ] Credential provision appropriately assigned to users
+
+### 5.2 Developer Agent Actions
+
+- [ ] All code-related tasks assigned to developer agents
+- [ ] Automated processes identified as agent responsibilities
+- [ ] Configuration management properly assigned
+- [ ] Testing and validation assigned to appropriate agents
+
+## 6. FEATURE SEQUENCING & DEPENDENCIES
+
+[[LLM: Dependencies create the critical path. For brownfield, ensure new features don't break existing ones.]]
+
+### 6.1 Functional Dependencies
+
+- [ ] Features depending on others are sequenced correctly
+- [ ] Shared components are built before their use
+- [ ] User flows follow logical progression
+- [ ] Authentication features precede protected features
+- [ ] [[BROWNFIELD ONLY]] Existing functionality preserved throughout
+
+### 6.2 Technical Dependencies
+
+- [ ] Lower-level services built before higher-level ones
+- [ ] Libraries and utilities created before their use
+- [ ] Data models defined before operations on them
+- [ ] API endpoints defined before client consumption
+- [ ] [[BROWNFIELD ONLY]] Integration points tested at each step
+
+### 6.3 Cross-Epic Dependencies
+
+- [ ] Later epics build upon earlier epic functionality
+- [ ] No epic requires functionality from later epics
+- [ ] Infrastructure from early epics utilized consistently
+- [ ] Incremental value delivery maintained
+- [ ] [[BROWNFIELD ONLY]] Each epic maintains system integrity
+
+## 7. RISK MANAGEMENT [[BROWNFIELD ONLY]]
+
+[[LLM: This section is CRITICAL for brownfield projects. Think pessimistically about what could break.]]
+
+### 7.1 Breaking Change Risks
+
+- [ ] Risk of breaking existing functionality assessed
+- [ ] Database migration risks identified and mitigated
+- [ ] API breaking change risks evaluated
+- [ ] Performance degradation risks identified
+- [ ] Security vulnerability risks evaluated
+
+### 7.2 Rollback Strategy
+
+- [ ] Rollback procedures clearly defined per story
+- [ ] Feature flag strategy implemented
+- [ ] Backup and recovery procedures updated
+- [ ] Monitoring enhanced for new components
+- [ ] Rollback triggers and thresholds defined
+
+### 7.3 User Impact Mitigation
+
+- [ ] Existing user workflows analyzed for impact
+- [ ] User communication plan developed
+- [ ] Training materials updated
+- [ ] Support documentation comprehensive
+- [ ] Migration path for user data validated
+
+## 8. MVP SCOPE ALIGNMENT
+
+[[LLM: MVP means MINIMUM viable product. For brownfield, ensure enhancements are truly necessary.]]
+
+### 8.1 Core Goals Alignment
+
+- [ ] All core goals from PRD are addressed
+- [ ] Features directly support MVP goals
+- [ ] No extraneous features beyond MVP scope
+- [ ] Critical features prioritized appropriately
+- [ ] [[BROWNFIELD ONLY]] Enhancement complexity justified
+
+### 8.2 User Journey Completeness
+
+- [ ] All critical user journeys fully implemented
+- [ ] Edge cases and error scenarios addressed
+- [ ] User experience considerations included
+- [ ] [[UI/UX ONLY]] Accessibility requirements incorporated
+- [ ] [[BROWNFIELD ONLY]] Existing workflows preserved or improved
+
+### 8.3 Technical Requirements
+
+- [ ] All technical constraints from PRD addressed
+- [ ] Non-functional requirements incorporated
+- [ ] Architecture decisions align with constraints
+- [ ] Performance considerations addressed
+- [ ] [[BROWNFIELD ONLY]] Compatibility requirements met
+
+## 9. DOCUMENTATION & HANDOFF
+
+[[LLM: Good documentation enables smooth development. For brownfield, documentation of integration points is critical.]]
+
+### 9.1 Developer Documentation
+
+- [ ] API documentation created alongside implementation
+- [ ] Setup instructions are comprehensive
+- [ ] Architecture decisions documented
+- [ ] Patterns and conventions documented
+- [ ] [[BROWNFIELD ONLY]] Integration points documented in detail
+
+### 9.2 User Documentation
+
+- [ ] User guides or help documentation included if required
+- [ ] Error messages and user feedback considered
+- [ ] Onboarding flows fully specified
+- [ ] [[BROWNFIELD ONLY]] Changes to existing features documented
+
+### 9.3 Knowledge Transfer
+
+- [ ] [[BROWNFIELD ONLY]] Existing system knowledge captured
+- [ ] [[BROWNFIELD ONLY]] Integration knowledge documented
+- [ ] Code review knowledge sharing planned
+- [ ] Deployment knowledge transferred to operations
+- [ ] Historical context preserved
+
+## 10. POST-MVP CONSIDERATIONS
+
+[[LLM: Planning for success prevents technical debt. For brownfield, ensure enhancements don't limit future growth.]]
+
+### 10.1 Future Enhancements
+
+- [ ] Clear separation between MVP and future features
+- [ ] Architecture supports planned enhancements
+- [ ] Technical debt considerations documented
+- [ ] Extensibility points identified
+- [ ] [[BROWNFIELD ONLY]] Integration patterns reusable
+
+### 10.2 Monitoring & Feedback
+
+- [ ] Analytics or usage tracking included if required
+- [ ] User feedback collection considered
+- [ ] Monitoring and alerting addressed
+- [ ] Performance measurement incorporated
+- [ ] [[BROWNFIELD ONLY]] Existing monitoring preserved/enhanced
+
+## VALIDATION SUMMARY
+
+[[LLM: FINAL PO VALIDATION REPORT GENERATION
+
+Generate a comprehensive validation report that adapts to project type:
+
+1. Executive Summary
+
+   - Project type: [Greenfield/Brownfield] with [UI/No UI]
+   - Overall readiness (percentage)
+   - Go/No-Go recommendation
+   - Critical blocking issues count
+   - Sections skipped due to project type
+
+2. Project-Specific Analysis
+
+   FOR GREENFIELD:
+
+   - Setup completeness
+   - Dependency sequencing
+   - MVP scope appropriateness
+   - Development timeline feasibility
+
+   FOR BROWNFIELD:
+
+   - Integration risk level (High/Medium/Low)
+   - Existing system impact assessment
+   - Rollback readiness
+   - User disruption potential
+
+3. Risk Assessment
+
+   - Top 5 risks by severity
+   - Mitigation recommendations
+   - Timeline impact of addressing issues
+   - [BROWNFIELD] Specific integration risks
+
+4. MVP Completeness
+
+   - Core features coverage
+   - Missing essential functionality
+   - Scope creep identified
+   - True MVP vs over-engineering
+
+5. Implementation Readiness
+
+   - Developer clarity score (1-10)
+   - Ambiguous requirements count
+   - Missing technical details
+   - [BROWNFIELD] Integration point clarity
+
+6. Recommendations
+
+   - Must-fix before development
+   - Should-fix for quality
+   - Consider for improvement
+   - Post-MVP deferrals
+
+7. [BROWNFIELD ONLY] Integration Confidence
+   - Confidence in preserving existing functionality
+   - Rollback procedure completeness
+   - Monitoring coverage for integration points
+   - Support team readiness
+
+After presenting the report, ask if the user wants:
+
+- Detailed analysis of any failed sections
+- Specific story reordering suggestions
+- Risk mitigation strategies
+- [BROWNFIELD] Integration risk deep-dive]]
+
+### Category Statuses
+
+| Category                                | Status | Critical Issues |
+| --------------------------------------- | ------ | --------------- |
+| 1. Project Setup & Initialization       | _TBD_  |                 |
+| 2. Infrastructure & Deployment          | _TBD_  |                 |
+| 3. External Dependencies & Integrations | _TBD_  |                 |
+| 4. UI/UX Considerations                 | _TBD_  |                 |
+| 5. User/Agent Responsibility            | _TBD_  |                 |
+| 6. Feature Sequencing & Dependencies    | _TBD_  |                 |
+| 7. Risk Management (Brownfield)         | _TBD_  |                 |
+| 8. MVP Scope Alignment                  | _TBD_  |                 |
+| 9. Documentation & Handoff              | _TBD_  |                 |
+| 10. Post-MVP Considerations             | _TBD_  |                 |
+
+### Critical Deficiencies
+
+(To be populated during validation)
+
+### Recommendations
+
+(To be populated during validation)
+
+### Final Decision
+
+- **APPROVED**: The plan is comprehensive, properly sequenced, and ready for implementation.
+- **CONDITIONAL**: The plan requires specific adjustments before proceeding.
+- **REJECTED**: The plan requires significant revision to address critical deficiencies.