fraim-framework 2.0.56 → 2.0.58

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (224) hide show
  1. package/CHANGELOG.md +10 -0
  2. package/bin/fraim-mcp.js +14 -0
  3. package/bin/fraim.js +23 -0
  4. package/dist/src/cli/commands/init-project.js +10 -4
  5. package/dist/src/cli/commands/mcp.js +65 -0
  6. package/dist/src/cli/setup/mcp-config-generator.js +19 -16
  7. package/dist/src/fraim/issue-tracking/ado-provider.js +304 -0
  8. package/dist/src/fraim/issue-tracking/factory.js +63 -0
  9. package/dist/src/fraim/issue-tracking/github-provider.js +200 -0
  10. package/dist/src/fraim/issue-tracking/types.js +7 -0
  11. package/dist/src/fraim/issue-tracking-config.js +83 -0
  12. package/dist/src/local-mcp-server/stdio-server.js +207 -0
  13. package/dist/src/utils/workflow-parser.js +81 -0
  14. package/package.json +17 -12
  15. package/registry/scripts/pdf-styles.css +172 -0
  16. package/registry/scripts/prep-issue.sh +46 -4
  17. package/registry/scripts/profile-server.ts +131 -130
  18. package/registry/stubs/workflows/customer-development/user-survey-dispatch.md +1 -1
  19. package/registry/stubs/workflows/customer-development/users-to-target.md +1 -1
  20. package/registry/stubs/workflows/product-building/design.md +1 -1
  21. package/registry/stubs/workflows/product-building/implement.md +1 -1
  22. package/Claude.md +0 -1
  23. package/dist/registry/ai-manager-rules/customer-development-phases/phase1-customer-profiling.md +0 -101
  24. package/dist/registry/ai-manager-rules/customer-development-phases/phase2-platform-discovery.md +0 -235
  25. package/dist/registry/ai-manager-rules/customer-development-phases/phase3-prospect-qualification.md +0 -243
  26. package/dist/registry/ai-manager-rules/customer-development-phases/phase4-inventory-compilation.md +0 -206
  27. package/dist/registry/ai-manager-rules/design-phases/design-completeness-review.md +0 -73
  28. package/dist/registry/ai-manager-rules/design-phases/design-design.md +0 -145
  29. package/dist/registry/ai-manager-rules/implement-phases/implement-code.md +0 -283
  30. package/dist/registry/ai-manager-rules/implement-phases/implement-completeness-review.md +0 -120
  31. package/dist/registry/ai-manager-rules/implement-phases/implement-regression.md +0 -173
  32. package/dist/registry/ai-manager-rules/implement-phases/implement-repro.md +0 -104
  33. package/dist/registry/ai-manager-rules/implement-phases/implement-scoping.md +0 -100
  34. package/dist/registry/ai-manager-rules/implement-phases/implement-smoke.md +0 -237
  35. package/dist/registry/ai-manager-rules/implement-phases/implement-spike.md +0 -121
  36. package/dist/registry/ai-manager-rules/implement-phases/implement-validate.md +0 -375
  37. package/dist/registry/ai-manager-rules/retrospective.md +0 -116
  38. package/dist/registry/ai-manager-rules/shared-phases/address-pr-feedback.md +0 -188
  39. package/dist/registry/ai-manager-rules/shared-phases/submit-pr.md +0 -202
  40. package/dist/registry/ai-manager-rules/shared-phases/wait-for-pr-review.md +0 -170
  41. package/dist/registry/ai-manager-rules/spec-phases/spec-competitor-analysis.md +0 -105
  42. package/dist/registry/ai-manager-rules/spec-phases/spec-completeness-review.md +0 -66
  43. package/dist/registry/ai-manager-rules/spec-phases/spec-spec.md +0 -139
  44. package/dist/registry/ai-manager-rules/user-survey-phases/phase1-survey-scoping.md +0 -60
  45. package/dist/registry/ai-manager-rules/user-survey-phases/phase2-survey-build-linkedin.md +0 -23
  46. package/dist/registry/ai-manager-rules/user-survey-phases/phase3-survey-build-reddit.md +0 -22
  47. package/dist/registry/ai-manager-rules/user-survey-phases/phase4-survey-build-x.md +0 -21
  48. package/dist/registry/ai-manager-rules/user-survey-phases/phase5-survey-build-facebook.md +0 -19
  49. package/dist/registry/ai-manager-rules/user-survey-phases/phase6-survey-build-custom.md +0 -15
  50. package/dist/registry/ai-manager-rules/user-survey-phases/phase7-survey-dispatch.md +0 -45
  51. package/dist/registry/providers/ado.json +0 -19
  52. package/dist/registry/providers/github.json +0 -19
  53. package/dist/registry/scripts/cleanup-branch.js +0 -287
  54. package/dist/registry/scripts/evaluate-code-quality.js +0 -66
  55. package/dist/registry/scripts/exec-with-timeout.js +0 -142
  56. package/dist/registry/scripts/generate-engagement-emails.js +0 -705
  57. package/dist/registry/scripts/newsletter-helpers.js +0 -671
  58. package/dist/registry/scripts/profile-server.js +0 -388
  59. package/dist/registry/scripts/run-thank-you-workflow.js +0 -92
  60. package/dist/registry/scripts/send-newsletter-simple.js +0 -85
  61. package/dist/registry/scripts/send-thank-you-emails.js +0 -54
  62. package/dist/registry/scripts/validate-openapi-limits.js +0 -311
  63. package/dist/registry/scripts/validate-test-coverage.js +0 -262
  64. package/dist/registry/scripts/verify-test-coverage.js +0 -66
  65. package/dist/registry/templates/bootstrap/ARCHITECTURE-TEMPLATE.md +0 -53
  66. package/dist/registry/templates/bootstrap/CODE-QUALITY-REPORT-TEMPLATE.md +0 -37
  67. package/dist/registry/templates/bootstrap/TEST-COVERAGE-REPORT-TEMPLATE.md +0 -35
  68. package/dist/registry/templates/business-development/IDEATION-REPORT-TEMPLATE.md +0 -29
  69. package/dist/registry/templates/business-development/PRICING-STRATEGY-TEMPLATE.md +0 -126
  70. package/dist/registry/templates/customer-development/customer-interview-template.md +0 -99
  71. package/dist/registry/templates/customer-development/customer-persona-template.md +0 -69
  72. package/dist/registry/templates/customer-development/follow-up-email-templates.md +0 -132
  73. package/dist/registry/templates/customer-development/insight-analysis-template.md +0 -74
  74. package/dist/registry/templates/customer-development/prospect-inventory-template.csv +0 -3
  75. package/dist/registry/templates/customer-development/search-strategy-template.md +0 -123
  76. package/dist/registry/templates/customer-development/strategic-recommendations-template.md +0 -53
  77. package/dist/registry/templates/customer-development/thank-you-email-template.html +0 -124
  78. package/dist/registry/templates/customer-development/thank-you-note-template.md +0 -16
  79. package/dist/registry/templates/customer-development/triage-log-template.md +0 -278
  80. package/dist/registry/templates/customer-development/weekly-newsletter-template.html +0 -204
  81. package/dist/registry/templates/evidence/Design-Evidence.md +0 -30
  82. package/dist/registry/templates/evidence/Implementation-BugEvidence.md +0 -94
  83. package/dist/registry/templates/evidence/Implementation-FeatureEvidence.md +0 -129
  84. package/dist/registry/templates/evidence/Spec-Evidence.md +0 -19
  85. package/dist/registry/templates/help/HelpNeeded.md +0 -14
  86. package/dist/registry/templates/legal/NDA-TEMPLATE.md +0 -170
  87. package/dist/registry/templates/legal/PATENT-TEMPLATE.md +0 -372
  88. package/dist/registry/templates/legal/TRADEMARK-TEMPLATE.md +0 -339
  89. package/dist/registry/templates/legal/contract-review-checklist.md +0 -193
  90. package/dist/registry/templates/legal/review-report-template.md +0 -198
  91. package/dist/registry/templates/legal/saas-terms-template.md +0 -174
  92. package/dist/registry/templates/legal/sow-template.md +0 -117
  93. package/dist/registry/templates/legal/template-variables.md +0 -131
  94. package/dist/registry/templates/marketing/DOMAIN-REGISTRATION-TEMPLATE.md +0 -194
  95. package/dist/registry/templates/marketing/HBR-ARTICLE-TEMPLATE.md +0 -66
  96. package/dist/registry/templates/marketing/STORYTELLING-TEMPLATE.md +0 -130
  97. package/dist/registry/templates/marketing/WEBSITE-TEMPLATE.md +0 -262
  98. package/dist/registry/templates/marketing/github-pages-workflow.yml +0 -64
  99. package/dist/registry/templates/replicate/implementation-checklist.md +0 -39
  100. package/dist/registry/templates/replicate/use-cases-template.md +0 -88
  101. package/dist/registry/templates/retrospective/RETROSPECTIVE-TEMPLATE.md +0 -55
  102. package/dist/registry/templates/specs/BUGSPEC-TEMPLATE.md +0 -37
  103. package/dist/registry/templates/specs/FEATURESPEC-TEMPLATE.md +0 -66
  104. package/dist/registry/templates/specs/TECHSPEC-TEMPLATE.md +0 -39
  105. package/dist/registry/workflows/bootstrap/create-architecture.md +0 -38
  106. package/dist/registry/workflows/bootstrap/detect-broken-windows.md +0 -300
  107. package/dist/registry/workflows/bootstrap/evaluate-code-quality.md +0 -35
  108. package/dist/registry/workflows/bootstrap/verify-test-coverage.md +0 -36
  109. package/dist/registry/workflows/brainstorming/blue-sky-brainstorming.md +0 -211
  110. package/dist/registry/workflows/brainstorming/codebase-brainstorming.md +0 -165
  111. package/dist/registry/workflows/business-development/create-business-plan.md +0 -737
  112. package/dist/registry/workflows/business-development/ideate-business-opportunity.md +0 -55
  113. package/dist/registry/workflows/business-development/price-product.md +0 -325
  114. package/dist/registry/workflows/compliance/detect-compliance-requirements.md +0 -78
  115. package/dist/registry/workflows/compliance/generate-audit-evidence.md +0 -75
  116. package/dist/registry/workflows/compliance/soc2-evidence-generator.md +0 -332
  117. package/dist/registry/workflows/customer-development/insight-analysis.md +0 -156
  118. package/dist/registry/workflows/customer-development/insight-triage.md +0 -938
  119. package/dist/registry/workflows/customer-development/interview-preparation.md +0 -452
  120. package/dist/registry/workflows/customer-development/linkedin-outreach.md +0 -593
  121. package/dist/registry/workflows/customer-development/strategic-brainstorming.md +0 -146
  122. package/dist/registry/workflows/customer-development/thank-customers.md +0 -203
  123. package/dist/registry/workflows/customer-development/user-survey-dispatch.md +0 -60
  124. package/dist/registry/workflows/customer-development/users-to-target.md +0 -112
  125. package/dist/registry/workflows/customer-development/weekly-newsletter.md +0 -366
  126. package/dist/registry/workflows/deploy/cloud-deployment.md +0 -310
  127. package/dist/registry/workflows/improve-fraim/contribute.md +0 -32
  128. package/dist/registry/workflows/improve-fraim/file-issue.md +0 -32
  129. package/dist/registry/workflows/learning/build-skillset.md +0 -212
  130. package/dist/registry/workflows/learning/synthesize-learnings.md +0 -284
  131. package/dist/registry/workflows/legal/contract-review-analysis.md +0 -382
  132. package/dist/registry/workflows/legal/nda.md +0 -69
  133. package/dist/registry/workflows/legal/patent-filing.md +0 -76
  134. package/dist/registry/workflows/legal/saas-contract-development.md +0 -213
  135. package/dist/registry/workflows/legal/trademark-filing.md +0 -77
  136. package/dist/registry/workflows/marketing/content-creation.md +0 -37
  137. package/dist/registry/workflows/marketing/convert-to-pdf.md +0 -235
  138. package/dist/registry/workflows/marketing/create-modern-website.md +0 -456
  139. package/dist/registry/workflows/marketing/domain-registration.md +0 -323
  140. package/dist/registry/workflows/marketing/hbr-article.md +0 -73
  141. package/dist/registry/workflows/marketing/launch-checklist.md +0 -37
  142. package/dist/registry/workflows/marketing/marketing-strategy.md +0 -45
  143. package/dist/registry/workflows/marketing/storytelling.md +0 -65
  144. package/dist/registry/workflows/performance/analyze-performance.md +0 -65
  145. package/dist/registry/workflows/product-building/design.md +0 -103
  146. package/dist/registry/workflows/product-building/implement.md +0 -74
  147. package/dist/registry/workflows/product-building/iterate-on-pr-comments.md +0 -70
  148. package/dist/registry/workflows/product-building/prep-issue.md +0 -41
  149. package/dist/registry/workflows/product-building/prototype.md +0 -65
  150. package/dist/registry/workflows/product-building/resolve.md +0 -168
  151. package/dist/registry/workflows/product-building/retrospect.md +0 -86
  152. package/dist/registry/workflows/product-building/spec.md +0 -181
  153. package/dist/registry/workflows/product-building/test.md +0 -125
  154. package/dist/registry/workflows/productivity-report/productivity-report.md +0 -263
  155. package/dist/registry/workflows/quality-assurance/browser-validation.md +0 -221
  156. package/dist/registry/workflows/quality-assurance/iterative-improvement-cycle.md +0 -562
  157. package/dist/registry/workflows/replicate/replicate-discovery.md +0 -336
  158. package/dist/registry/workflows/replicate/replicate-to-issues.md +0 -324
  159. package/dist/registry/workflows/reviewer/review-implementation-vs-design-spec.md +0 -638
  160. package/dist/registry/workflows/reviewer/review-implementation-vs-feature-spec.md +0 -675
  161. package/dist/registry/workflows/startup-credits/aws-activate-application.md +0 -535
  162. package/dist/registry/workflows/startup-credits/google-cloud-application.md +0 -647
  163. package/dist/registry/workflows/startup-credits/microsoft-azure-application.md +0 -538
  164. package/dist/scripts/build-stub-registry.js +0 -108
  165. package/dist/src/ai-manager/ai-manager.js +0 -480
  166. package/dist/src/ai-manager/phase-flow.js +0 -357
  167. package/dist/src/ai-manager/types.js +0 -5
  168. package/dist/src/fraim-mcp-server.js +0 -1885
  169. package/dist/tests/debug-tools.js +0 -80
  170. package/dist/tests/shared-server-utils.js +0 -57
  171. package/dist/tests/test-add-ide.js +0 -283
  172. package/dist/tests/test-ai-coach-edge-cases.js +0 -420
  173. package/dist/tests/test-ai-coach-mcp-integration.js +0 -450
  174. package/dist/tests/test-ai-coach-performance.js +0 -328
  175. package/dist/tests/test-ai-coach-phase-content.js +0 -264
  176. package/dist/tests/test-ai-coach-workflows.js +0 -514
  177. package/dist/tests/test-cli.js +0 -228
  178. package/dist/tests/test-client-scripts-validation.js +0 -167
  179. package/dist/tests/test-complete-setup-flow.js +0 -110
  180. package/dist/tests/test-config-system.js +0 -279
  181. package/dist/tests/test-debug-session.js +0 -134
  182. package/dist/tests/test-end-to-end-hybrid-validation.js +0 -328
  183. package/dist/tests/test-enhanced-session-init.js +0 -188
  184. package/dist/tests/test-first-run-journey.js +0 -368
  185. package/dist/tests/test-fraim-issues.js +0 -59
  186. package/dist/tests/test-genericization.js +0 -44
  187. package/dist/tests/test-hybrid-script-execution.js +0 -340
  188. package/dist/tests/test-ide-detector.js +0 -46
  189. package/dist/tests/test-improved-setup.js +0 -121
  190. package/dist/tests/test-mcp-config-generator.js +0 -99
  191. package/dist/tests/test-mcp-connection.js +0 -107
  192. package/dist/tests/test-mcp-issue-integration.js +0 -156
  193. package/dist/tests/test-mcp-lifecycle-methods.js +0 -240
  194. package/dist/tests/test-mcp-shared-server.js +0 -308
  195. package/dist/tests/test-mcp-template-processing.js +0 -160
  196. package/dist/tests/test-modular-issue-tracking.js +0 -165
  197. package/dist/tests/test-node-compatibility.js +0 -95
  198. package/dist/tests/test-npm-install.js +0 -68
  199. package/dist/tests/test-package-size.js +0 -108
  200. package/dist/tests/test-pr-review-workflow.js +0 -307
  201. package/dist/tests/test-prep-issue.js +0 -129
  202. package/dist/tests/test-productivity-integration.js +0 -157
  203. package/dist/tests/test-script-location-independence.js +0 -198
  204. package/dist/tests/test-script-sync.js +0 -557
  205. package/dist/tests/test-server-utils.js +0 -32
  206. package/dist/tests/test-session-rehydration.js +0 -148
  207. package/dist/tests/test-setup-integration.js +0 -98
  208. package/dist/tests/test-setup-scenarios.js +0 -322
  209. package/dist/tests/test-standalone.js +0 -143
  210. package/dist/tests/test-stub-registry.js +0 -136
  211. package/dist/tests/test-sync-stubs.js +0 -143
  212. package/dist/tests/test-sync-version-update.js +0 -93
  213. package/dist/tests/test-telemetry.js +0 -193
  214. package/dist/tests/test-token-validator.js +0 -30
  215. package/dist/tests/test-user-journey.js +0 -236
  216. package/dist/tests/test-users-to-target-workflow.js +0 -253
  217. package/dist/tests/test-utils.js +0 -109
  218. package/dist/tests/test-wizard.js +0 -71
  219. package/dist/tests/test-workflow-discovery.js +0 -242
  220. package/labels.json +0 -52
  221. package/registry/agent-guardrails.md +0 -63
  222. package/registry/fraim.md +0 -48
  223. package/setup.js +0 -171
  224. package/tsconfig.json +0 -23
@@ -1,938 +0,0 @@
1
- # Customer Insight Triage Workflow
2
-
3
- ## INTENT
4
- To systematically convert customer pain points, feature requests, and insights from interview analysis documents into prioritized GitHub issues, ensuring customer needs drive product development while maintaining traceability from customer to implementation.
5
-
6
- ## PRINCIPLES
7
- - **Customer-Driven Development**: Every issue traces back to specific customer requests
8
- - **Smart Deduplication**: Avoid creating duplicate issues, instead enhance existing ones with customer context
9
- - **Prioritization Intelligence**: Use customer fit scores, urgency, and number of requesting customers to prioritize
10
- - **Traceability**: Maintain clear links between customers and features via issue comments
11
- - **Pattern Recognition**: Process multiple interview analyses at once to identify cross-customer patterns
12
- - **Batch Efficiency**: Consolidate similar requests before creating issues
13
-
14
- ## WORKFLOW TRIGGER
15
- **PM explicitly starts this workflow**:
16
- - "Starting Customer Insight Triage for [Customer Name(s)]"
17
- - "Triage the interview analysis for [Customer Name]"
18
- - "Convert [Customer Name]'s insights into GitHub issues"
19
- - "Following the customer insight triage workflow"
20
- - "Triage all recent interviews" (processes multiple at once)
21
-
22
- ## INPUT REQUIREMENTS
23
- **PM provides**:
24
- - One or more interview analysis files (e.g., `ronil-dhruva-interview-analysis.md`, `sanjoy-ghosh-interview-analysis.md`)
25
- - OR: Glob pattern like `docs/customer-development/*-interview-analysis.md` to process all
26
- - Optional: Priority level override
27
- - Optional: Target milestone/sprint
28
- - Optional: Date range filter for "recent" interviews
29
-
30
- **Note**: If PM provides raw interview notes instead of analysis file, workflow will automatically call the insight-analysis workflow first.
31
-
32
- ## AI AGENT PROCESS
33
-
34
- ### Step 1: Load and Parse Interview Analyses
35
-
36
- **AI Agent Analysis Process**:
37
- 1. **Load interview analysis files**
38
- - If single file: Load specified file
39
- - If multiple files: Load all specified files
40
- - If "recent": Load all `*-interview-analysis.md` files from last 30 days
41
-
42
- 2. **Extract customer data for each interview**:
43
- - Customer name, company, role
44
- - Customer fit score (X/10)
45
- - Urgency level (High/Medium/Low)
46
- - Willingness to pay (High/Medium/Low)
47
-
48
- 3. **Extract actionable items from each interview**:
49
- - Pain points with customer quotes
50
- - Feature requests (explicit asks)
51
- - Success criteria (becomes acceptance criteria)
52
- - Failure criteria (becomes constraints)
53
- - Integration requirements
54
- - Follow-up questions that need product answers
55
-
56
- 4. **Create insight inventory**:
57
- ```
58
- [
59
- {
60
- customer: "Ronil Dhruva",
61
- company: "Microsoft",
62
- fit_score: 9,
63
- urgency: "High",
64
- willingness_to_pay: "High",
65
- insights: [
66
- {
67
- type: "feature_request",
68
- quote: "VP invite => meet - unsaid rules",
69
- pain_point: "Hierarchy-aware meeting prioritization",
70
- category: "calendar_management"
71
- },
72
- ...
73
- ]
74
- },
75
- ...
76
- ]
77
- ```
78
-
79
- ### Step 2: Pattern Recognition & Consolidation
80
-
81
- **AI Agent Pattern Process**:
82
- 1. **Group similar insights across customers**
83
- - Cluster by semantic similarity (not just keyword matching)
84
- - Identify common themes (e.g., "hierarchy rules", "email triage", "meeting context")
85
- - Note variations in requirements across customers
86
-
87
- 2. **Create consolidated insight groups**:
88
- ```
89
- Insight Group: "Hierarchy-aware scheduling"
90
- Customers: Ronil Dhruva (Microsoft), Sanjoy Ghosh (Microsoft)
91
- Quotes:
92
- - Ronil: "VP invite => meet - unsaid rules"
93
- - Sanjoy: "If PM2 will decline, if Partner then will talk"
94
- Common Need: System that understands organizational hierarchy for meeting prioritization
95
- Variations: Microsoft-specific rules, may vary by company
96
- ```
97
-
98
- 3. **Rank insight groups by impact**:
99
- - Number of customers requesting (primary factor)
100
- - Average customer fit score
101
- - Average urgency level
102
- - Average willingness to pay
103
-
104
- ### Step 3: Search Existing Issues & Codebase
105
-
106
- **GitHub Repository Context**: Before using GitHub MCP tools, read the local `.fraim/config.json` file to get the repository context:
107
- - Use `git.repoOwner` for the GitHub repository owner
108
- - Use `git.repoName` for the GitHub repository name
109
- - These values are required for GitHub MCP API calls (owner/repo parameters)
110
-
111
- **AI Agent Search Process**:
112
- 1. **For each insight group, search GitHub issues**:
113
- - Search issue titles and bodies for semantic matches
114
- - Check for related/duplicate issues
115
- - Find parent epic issues
116
- - Note existing priority and status
117
-
118
- 2. **Search codebase for existing solutions**:
119
- - Search for related functionality already implemented
120
- - Find relevant code areas (helps with scoping)
121
- - Identify potential technical blockers
122
-
123
- 3. **Classify each insight group**:
124
- - **New Issue**: No similar issue exists
125
- - **Update Existing**: Similar issue exists, add customer context
126
- - **Already Built**: Feature exists in codebase, notify for customer demo
127
- - **Needs Research**: Too vague, create discovery issue
128
-
129
- ### Step 4: Calculate Priority Scores
130
-
131
- **AI Agent Priority Calculation**:
132
-
133
- **Formula** (flexible based on available data):
134
- ```
135
- Priority Score = (Number of Customers × 0.4) +
136
- (Avg Customer Fit Score / 10 × 0.3) +
137
- (Urgency Factor × 0.2) +
138
- (Willingness to Pay Factor × 0.1)
139
-
140
- Where:
141
- - Number of Customers: Actual count (normalized to 0-10 scale if >10)
142
- - Customer Fit Score: Average across requesting customers (already 0-10)
143
- - Urgency Factor: High=10, Medium=5, Low=2 (average if multiple)
144
- - Willingness to Pay: High=10, Medium=5, Low=2 (average if multiple)
145
- ```
146
-
147
- **Priority Labels**:
148
- - `priority:critical` - Score 8.5-10 (Multiple high-fit customers with urgent needs)
149
- - `priority:high` - Score 6.5-8.4 (Multiple customers or high-fit customer with urgent need)
150
- - `priority:medium` - Score 4.5-6.4 (Single customer or multiple with lower urgency)
151
- - `priority:low` - Score 0-4.4 (Single low-fit customer or low urgency)
152
-
153
- **Handling Missing Data**:
154
- - If customer fit score missing: Use 5/10 (neutral)
155
- - If urgency missing: Use "Medium"
156
- - If willingness to pay missing: Omit from calculation, redistribute weights
157
- - If only one customer: Still calculate based on their metrics
158
-
159
- ### Step 5: Generate Issue Proposals
160
-
161
- **AI Agent Issue Generation**:
162
-
163
- For each insight group, create issue proposal:
164
-
165
- **For New Issues**:
166
- ```markdown
167
- Title: [Brief, actionable title from customer quote or pain point]
168
-
169
- ## Customer Context
170
- **Requested by**:
171
- - [Customer 1 Name] ([Company], [Role]) - Fit Score: [X/10] - [Link to analysis]
172
- - [Customer 2 Name] ([Company], [Role]) - Fit Score: [X/10] - [Link to analysis]
173
-
174
- **Priority Calculation**:
175
- - Number of Customers: [N]
176
- - Avg Customer Fit Score: [X.X/10]
177
- - Urgency: [High/Medium/Low]
178
- - Willingness to Pay: [High/Medium/Low]
179
- - **Final Priority Score: [X.X/10]**
180
-
181
- ## Customer Quotes
182
- > "[Quote from Customer 1]"
183
- > — Customer 1 Name, Company
184
-
185
- > "[Quote from Customer 2]"
186
- > — Customer 2 Name, Company
187
-
188
- ## Problem Statement
189
- [Clear description of the pain point or need, synthesized across customers]
190
-
191
- ## Success Criteria (from customers)
192
- - [Criterion 1 from interviews]
193
- - [Criterion 2 from interviews]
194
- - [Criterion 3 from interviews]
195
-
196
- ## Constraints/Failure Criteria
197
- - [Constraint 1 - e.g., "Don't be rude in responses" - Ronil]
198
- - [Constraint 2 - e.g., "Don't mix work and personal" - Sanjoy]
199
-
200
- ## Proposed Solution (if suggested by customers)
201
- [If customer suggested a solution or if obvious from context]
202
-
203
- ## Related Issues
204
- - #[issue number] - [Description and how it relates]
205
-
206
- ## Customer Analysis Links
207
- - [Customer 1]: `docs/customer-development/[customer1]-interview-analysis.md`
208
- - [Customer 2]: `docs/customer-development/[customer2]-interview-analysis.md`
209
-
210
- ## Labels
211
- - `user-reported` - Sourced from customer interviews/feedback
212
- - `priority:[level]` - Auto-assigned based on score
213
- - `segment:[segment-name]` - Market segment (e.g., microsoft, consulting, executive)
214
-
215
- ## Notes
216
- [Any additional context, variations in requirements, or implementation considerations]
217
- ```
218
-
219
- **For Existing Issue Updates**:
220
- ```markdown
221
- ## Comment to Add to Issue #[number]
222
-
223
- ### Additional Customer Request
224
- **Customer**: [Name] ([Company], [Role]) - Fit Score: [X/10]
225
- **Interview Analysis**: [Link to interview-analysis.md]
226
- **Date**: [Analysis Date]
227
-
228
- **Customer Quote**:
229
- > "[Direct quote from interview]"
230
-
231
- **Success Criteria from Customer**:
232
- - [Criterion 1]
233
- - [Criterion 2]
234
-
235
- **Additional Context**:
236
- [Any new insights, variations in requirements, or constraints from this customer]
237
-
238
- ---
239
- **Priority Update Recommendation**:
240
- Current Priority: [Current Label]
241
- Recommended Priority: [New Label] (Now [N] customers requesting)
242
- ```
243
-
244
- **For Already Built Features**:
245
- ```markdown
246
- ## Already Addressed: [Pain Point/Feature]
247
-
248
- **Customer(s)**: [Name(s)]
249
- **Existing Solution**: [Description of what we already built]
250
- **Code Location**: [File paths or feature area]
251
- **Recommendation**:
252
- - Add to customer demo/onboarding
253
- - Update documentation
254
- - Follow up with customer to show existing solution
255
-
256
- **Note for Follow-up Email**:
257
- "[Customer], regarding your need for [X], we actually have [existing feature] that addresses this. Let me show you how it works..."
258
- ```
259
-
260
- ### Step 6: Present Triage Summary to PM
261
-
262
- **AI Agent Summary Generation**:
263
-
264
- Create comprehensive triage summary:
265
-
266
- ```markdown
267
- # Customer Insight Triage Summary
268
- **Date**: [Today's Date]
269
- **Customers Analyzed**: [N] customers
270
- **Analysis Period**: [Date range or "Single customer"]
271
-
272
- ## Executive Summary
273
- - **Total Insights Extracted**: [N]
274
- - **New Issues to Create**: [N]
275
- - **Existing Issues to Update**: [N]
276
- - **Features Already Built**: [N]
277
- - **Total Customers Covered**: [Names]
278
-
279
- ## Priority Distribution
280
- - Critical: [N] issues
281
- - High: [N] issues
282
- - Medium: [N] issues
283
- - Low: [N] issues
284
-
285
- ---
286
-
287
- ## SECTION 1: NEW ISSUES TO CREATE
288
-
289
- ### Priority: Critical ([N] issues)
290
-
291
- #### 1. [Issue Title]
292
- **Type**: Feature Request | Enhancement | Bug | Integration
293
- **Customers**: [Name 1] (Microsoft), [Name 2] (Deloitte) - [N] total
294
- **Priority Score**: [X.X/10]
295
- **Quote**: "[Most compelling customer quote]"
296
-
297
- **Why Critical**:
298
- - [N] high-fit customers requesting
299
- - High urgency and willingness to pay
300
- - Blocking customer adoption
301
-
302
- **Similar Issues**: #123, #456 (will be linked)
303
- **Labels**: `priority:critical`, `user-reported`, `segment:microsoft`
304
-
305
- **Issue Details**: [Expand to show full issue body]
306
-
307
- ---
308
-
309
- #### 2. [Next Critical Issue]
310
- ...
311
-
312
- ### Priority: High ([N] issues)
313
-
314
- [Same format as Critical]
315
-
316
- ### Priority: Medium ([N] issues)
317
-
318
- [Same format]
319
-
320
- ### Priority: Low ([N] issues)
321
-
322
- [Same format]
323
-
324
- ---
325
-
326
- ## SECTION 2: EXISTING ISSUES TO UPDATE
327
-
328
- ### 1. Issue #123: [Existing Issue Title]
329
- **Current Priority**: `priority:medium`
330
- **Recommended Priority**: `priority:high` ⬆️
331
- **Reason**: Adding [N] more customer(s), now [total] customers requesting
332
-
333
- **New Customer(s)**:
334
- - [Customer Name] ([Company], Fit: [X/10])
335
-
336
- **Quote to Add**:
337
- > "[Customer quote]"
338
-
339
- **Comment Preview**: [Expand to show full comment]
340
-
341
- ---
342
-
343
- ### 2. Issue #456: [Another Existing Issue]
344
- ...
345
-
346
- ---
347
-
348
- ## SECTION 3: FEATURES ALREADY BUILT
349
-
350
- ### 1. [Feature/Pain Point]
351
- **Customer(s)**: [Name(s)]
352
- **Existing Solution**: [What we built]
353
- **Recommendation**: Add to customer demo, update docs
354
-
355
- **Follow-up Note**:
356
- > "Regarding your need for [X], we have [existing feature]. Let me show you..."
357
-
358
- ---
359
-
360
- ## SECTION 4: NEEDS DISCOVERY
361
-
362
- ### 1. [Vague Pain Point]
363
- **Customer**: [Name]
364
- **Issue**: Too vague to implement directly
365
- **Recommendation**: Create research issue with `needs:discovery` label
366
- **Next Steps**: Schedule follow-up with customer for deeper dive
367
-
368
- ---
369
-
370
- ## CONSOLIDATED PATTERNS
371
-
372
- ### Cross-Customer Themes
373
- 1. **Hierarchy-Aware Scheduling** - [N] customers (Microsoft segment)
374
- 2. **Email Triage Automation** - [N] customers (Microsoft, Consulting segments)
375
- 3. **AI Trust & Delegation Boundaries** - [N] customers (All segments)
376
-
377
- ### Segment-Specific Needs
378
- - **Microsoft Segment**: Hierarchy rules, Office 365 integration, compliance
379
- - **Consulting Segment**: Multi-stakeholder coordination, client hierarchy awareness
380
-
381
- ---
382
-
383
- ## RECOMMENDED ACTIONS
384
-
385
- 1. ✅ **Create Critical Issues First** ([N] issues)
386
- 2. ✅ **Update High-Priority Existing Issues** ([N] issues)
387
- 3. ✅ **Schedule Demo for Built Features** ([N] customers)
388
- 4. ⚠️ **Schedule Discovery Calls** ([N] vague issues)
389
-
390
- ## DEDUPLICATION DECISIONS
391
-
392
- The following similar insights were consolidated:
393
-
394
- 1. **Merged Into Issue**: "Hierarchy-aware scheduling"
395
- - Ronil's "VP invite => meet"
396
- - Sanjoy's "If PM2 will decline, if Partner then will talk"
397
- - **Rationale**: Same core need, different expressions
398
-
399
- 2. **Kept Separate**:
400
- - Issue: "Email auto-response" vs "Email triage"
401
- - **Rationale**: Different use cases - one is responding, other is prioritizing
402
-
403
- **Review Deduplication?** If any merges seem wrong, let me know before I create issues.
404
-
405
- ---
406
-
407
- ## APPROVAL REQUIRED
408
-
409
- Please review and choose action:
410
- - **"Approve all"** - Create all [N] new issues and update [N] existing issues
411
- - **"Approve critical only"** - Only create/update critical priority items
412
- - **"Approve high and critical"** - Create/update critical and high priority items
413
- - **"Show me issue #X"** - View full details for specific issue before approval
414
- - **"Skip issue Y"** - Exclude specific issue from creation
415
- - **"Merge issues X and Y"** - Consolidate further before creating
416
- - **"Change priority of issue X to [level]"** - Override priority calculation
417
-
418
- ```
419
-
420
- ### Step 7: User Approval & Execution
421
-
422
- **AI Agent Interaction Process**:
423
-
424
- 1. **Wait for PM approval**:
425
- - Show triage summary
426
- - Wait for command
427
- - Handle refinements/questions
428
-
429
- 2. **Process approval commands**:
430
- - "Approve all" → Mark all for creation
431
- - "Approve critical only" → Filter to critical
432
- - "Show me issue #X" → Display full issue proposal
433
- - "Skip issue Y" → Remove from creation list
434
- - "Merge issues X and Y" → Re-consolidate and regenerate
435
-
436
- 3. **Execute approved actions**:
437
-
438
- **For New Issues**:
439
- ```bash
440
- gh issue create \
441
- --title "[Title]" \
442
- --body "[Full issue body from proposal]" \
443
- --label "user-reported,priority:[level],segment:[segment]"
444
- ```
445
-
446
- **For Existing Issue Updates**:
447
- ```bash
448
- gh issue comment [issue-number] \
449
- --body "[Comment from proposal]"
450
-
451
- gh issue edit [issue-number] \
452
- --add-label "priority:[new-level]"
453
- ```
454
-
455
- 4. **Track execution results**:
456
- - Log created issue numbers
457
- - Log updated issue numbers
458
- - Handle any errors
459
- - Prepare final report
460
-
461
- ### Step 8: Create Triage Documentation
462
-
463
- **AI Agent Documentation Process**:
464
-
465
- 1. **Create triage log file**: `docs/customer-development/triage/[YYYY-MM-DD]-triage-log.md`
466
-
467
- **Triage Log Template**:
468
- ```markdown
469
- # Customer Insight Triage - [Date]
470
-
471
- ## Summary
472
- **Customers Analyzed**: [N] customers
473
- **Analysis Files**:
474
- - [customer1]-interview-analysis.md
475
- - [customer2]-interview-analysis.md
476
-
477
- **Execution Results**:
478
- - ✅ Created [N] new issues
479
- - ✅ Updated [N] existing issues
480
- - ℹ️ Identified [N] already-built features
481
- - ⚠️ Flagged [N] items for discovery
482
-
483
- ---
484
-
485
- ## Customer → Issue Mapping
486
-
487
- ### Customer: [Customer 1 Name] ([Company])
488
- **Analysis**: docs/customer-development/[customer1]-interview-analysis.md
489
- **Fit Score**: [X/10]
490
- **Issues Filed**:
491
- - #[new-issue-1] - [Title] (NEW - Priority: Critical)
492
- - #[existing-issue-1] - [Title] (UPDATED - Added customer context)
493
- - Built: [Feature] (NO ISSUE - Already exists)
494
-
495
- **Key Insights**:
496
- 1. Pain Point: [X] → Issue #[number]
497
- 2. Pain Point: [Y] → Issue #[number]
498
- 3. Feature Request: [Z] → Already built
499
-
500
- ---
501
-
502
- ### Customer: [Customer 2 Name] ([Company])
503
- [Same format]
504
-
505
- ---
506
-
507
- ## Issue → Customer Mapping
508
-
509
- ### Issue #[number]: [Title]
510
- **Priority**: Critical
511
- **Status**: New issue created
512
- **Customers Requesting**: [N]
513
- - [Customer 1] ([Company], Fit: [X/10])
514
- - [Customer 2] ([Company], Fit: [X/10])
515
-
516
- **Customer Quotes**:
517
- > "[Quote 1]" — Customer 1
518
-
519
- > "[Quote 2]" — Customer 2
520
-
521
- ---
522
-
523
- ## Pattern Analysis
524
-
525
- ### Cross-Customer Themes
526
- 1. **Hierarchy-Aware Scheduling**
527
- - Customers: Ronil (Microsoft), Sanjoy (Microsoft)
528
- - Issues: #[number], #[number]
529
- - Priority: Critical
530
- - Segment: Microsoft employees
531
-
532
- 2. **Email Triage Automation**
533
- - Customers: Sanjoy (Microsoft), [Others]
534
- - Issues: #[number]
535
- - Priority: High
536
- - Segment: Multiple
537
-
538
- ### Segment-Specific Patterns
539
- **Microsoft Segment**:
540
- - Hierarchy rules enforcement
541
- - Office 365 integration critical
542
- - Compliance requirements
543
-
544
- **Consulting Segment**:
545
- - Multi-stakeholder coordination
546
- - Client hierarchy awareness
547
- - Travel scheduling complexity
548
-
549
- ---
550
-
551
- ## Follow-up Actions Required
552
-
553
- ### Customer Follow-ups
554
- - [ ] **Demo existing features** to [Customer 1], [Customer 2]
555
- - Feature: [X] addresses their need for [Y]
556
- - Schedule by: [Date]
557
-
558
- - [ ] **Schedule discovery call** with [Customer 3]
559
- - Topic: [Vague pain point] needs clarification
560
- - Schedule by: [Date]
561
-
562
- ### Product Follow-ups
563
- - [ ] **Prioritize Issue #[number]** for next sprint
564
- - Critical priority, [N] customers
565
-
566
- - [ ] **Research Issue #[number]**
567
- - Needs technical feasibility assessment
568
-
569
- ---
570
-
571
- ## Metrics
572
-
573
- **Triage Efficiency**:
574
- - Insights extracted: [N]
575
- - Issues created: [N]
576
- - Issues updated: [N]
577
- - Deduplication rate: [X%]
578
- - Time saved: ~[X] hours vs manual triage
579
-
580
- **Customer Coverage**:
581
- - Total customers: [N]
582
- - High-fit customers (8+): [N]
583
- - Issues per customer: [X average]
584
- - Customers with built features: [N]
585
-
586
- **Priority Distribution**:
587
- - Critical: [N] ([X%])
588
- - High: [N] ([X%])
589
- - Medium: [N] ([X%])
590
- - Low: [N] ([X%])
591
-
592
- ---
593
-
594
- ## Next Triage Session
595
-
596
- **Recommended Timing**: [Date - 1 week after N customer interviews]
597
- **Candidates for Next Triage**:
598
- - [Upcoming interview 1]
599
- - [Upcoming interview 2]
600
-
601
- **Backlog**:
602
- - [ ] [Customer] analysis pending
603
- - [ ] [Customer] analysis pending
604
-
605
- ```
606
-
607
- 2. **Update interview analysis files**:
608
- - Add section at end of each analysis file
609
- - Link to created/updated issues
610
- - Link to triage log
611
-
612
- **Addition to Interview Analysis Files**:
613
- ```markdown
614
- ---
615
-
616
- ## Issues Filed from This Interview
617
-
618
- **Triage Date**: [Date]
619
- **Triage Log**: [Link to triage log file]
620
-
621
- ### New Issues Created
622
- - Issue #[number]: [Title] - Priority: [Level]
623
- - Issue #[number]: [Title] - Priority: [Level]
624
-
625
- ### Existing Issues Updated
626
- - Issue #[number]: [Title] - Added customer context
627
-
628
- ### Features Already Built (For Demo)
629
- - [Feature name]: [Brief description]
630
-
631
- ### Next Actions
632
- - [ ] Demo existing features
633
- - [ ] Follow up on Issue #[number] implementation
634
- - [ ] Discovery call for [vague topic]
635
- ```
636
-
637
- ### Step 9: Final Report to PM
638
-
639
- **AI Agent Final Report**:
640
-
641
- ```markdown
642
- # ✅ Customer Insight Triage Complete
643
-
644
- ## Execution Summary
645
- **Date**: [Date]
646
- **Customers Processed**: [N]
647
- **Duration**: [X minutes]
648
-
649
- ## Results
650
- ✅ **Created [N] new GitHub issues**
651
- - Critical: [N] issues (#[numbers])
652
- - High: [N] issues (#[numbers])
653
- - Medium: [N] issues (#[numbers])
654
- - Low: [N] issues (#[numbers])
655
-
656
- ✅ **Updated [N] existing GitHub issues**
657
- - Issues: #[numbers]
658
- - All updated with customer context and quotes
659
-
660
- ℹ️ **Identified [N] already-built features**
661
- - Recommend demo to customers: [Names]
662
-
663
- ⚠️ **Flagged [N] items for discovery**
664
- - Need follow-up calls with: [Customer names]
665
-
666
- ## Documentation Created
667
- 📄 **Triage Log**: `docs/customer-development/triage/[date]-triage-log.md`
668
- 📄 **Updated Analysis Files**: [N] files updated with issue links
669
-
670
- ## Top Priority Issues
671
- 1. **Issue #[number]**: [Title] (Critical - [N] customers)
672
- 2. **Issue #[number]**: [Title] (Critical - [N] customers)
673
- 3. **Issue #[number]**: [Title] (High - [N] customers)
674
-
675
- ## Recommended Next Steps
676
- 1. 🎯 **Prioritize** Issue #[number] for immediate implementation
677
- 2. 📧 **Email customers** about already-built features for demo
678
- 3. 📞 **Schedule discovery calls** for [vague topics]
679
- 4. 📊 **Review** triage log for cross-customer patterns
680
- 5. 🗓️ **Schedule next triage** after [N] more interviews
681
-
682
- ## Customer Follow-ups Required
683
- - **[Customer 1]**: Demo [feature], discuss Issue #[number]
684
- - **[Customer 2]**: Discovery call for [topic]
685
- - **[Customer 3]**: Show existing solution for [pain point]
686
-
687
- ---
688
- **View Full Triage Log**: `docs/customer-development/triage/[date]-triage-log.md`
689
- ```
690
-
691
- ## OUTPUT FILES
692
-
693
- ### Created Files
694
- 1. **`docs/customer-development/triage/[YYYY-MM-DD]-triage-log.md`**
695
- - Complete triage session documentation
696
- - Customer → Issue mapping
697
- - Issue → Customer mapping
698
- - Pattern analysis
699
- - Metrics and follow-ups
700
-
701
- ### Updated Files
702
- 2. **Interview analysis files** (e.g., `ronil-dhruva-interview-analysis.md`)
703
- - Add "Issues Filed from This Interview" section
704
- - Link to created/updated issues
705
- - Link to triage log
706
-
707
- 3. **GitHub Issues**
708
- - New issues created with full customer context
709
- - Existing issues updated with customer comments
710
- - All labeled appropriately
711
-
712
- ### GitHub Labels Used
713
- - `user-reported` - All customer-sourced issues (use existing label, not customer-request)
714
- - `priority:critical` - Score 8.5-10
715
- - `priority:high` - Score 6.5-8.4
716
- - `priority:medium` - Score 4.5-6.4
717
- - `priority:low` - Score 0-4.4
718
- - `segment:microsoft` - Market segment tags
719
- - `segment:consulting` - Market segment tags
720
- - `segment:executive` - Executive user segment
721
- - `needs:discovery` - Requires more research
722
-
723
- **Note**: Do NOT use granular feature-type tags (calendar, email, ai-delegation, etc.) or bug-specific tags. Keep labels minimal - use user-reported for customer issues and segment tags for market segmentation.
724
-
725
- ## EXAMPLES
726
-
727
- ### Example 1: Single Customer Triage
728
-
729
- ```
730
- PM: "Triage the interview analysis for Ronil Dhruva"
731
-
732
- AI Agent Process:
733
- 1. Reads docs/customer-development/ronil-dhruva-interview-analysis.md
734
- 2. Extracts 5 pain points and 3 feature requests
735
- 3. Searches GitHub issues - finds 1 similar, 7 new
736
- 4. Calculates priorities (Ronil fit: 9/10, urgency: High)
737
- 5. Presents triage summary showing:
738
- - 7 new issues to create (2 critical, 3 high, 2 medium)
739
- - 1 existing issue to update (#200 - email management)
740
- - 1 already-built feature (time parsing)
741
-
742
- PM: "Approve critical and high only"
743
-
744
- AI Agent:
745
- 1. Creates 5 issues (#494-#498)
746
- 2. Updates issue #200 with Ronil's quote
747
- 3. Creates triage log: docs/customer-development/triage/2025-01-15-triage-log.md
748
- 4. Updates ronil-dhruva-interview-analysis.md with issue links
749
- 5. Shows final report with all issue numbers
750
- ```
751
-
752
- ### Example 2: Multi-Customer Pattern Recognition
753
-
754
- ```
755
- PM: "Triage all recent interviews"
756
-
757
- AI Agent Process:
758
- 1. Finds 3 analysis files: ronil-dhruva, sanjoy-ghosh, samarth-mathur
759
- 2. Extracts insights from all 3
760
- 3. Identifies pattern: All 3 mentioned hierarchy-aware scheduling
761
- - Ronil: "VP invite => meet"
762
- - Sanjoy: "If PM2 will decline, if Partner then will talk"
763
- - Samarth: [Similar M&A hierarchy challenges]
764
- 4. Consolidates into single high-priority issue
765
- 5. Presents triage summary:
766
- - 1 critical issue: "Hierarchy-aware meeting prioritization" (3 customers)
767
- - Priority score: 9.5/10 (3 customers × 0.4 + 9 avg fit × 0.3 + ...)
768
- - 8 other issues (some from single customers, lower priority)
769
-
770
- PM: "Approve all"
771
-
772
- AI Agent:
773
- 1. Creates issue #494: "Hierarchy-aware meeting prioritization"
774
- - Comments include quotes from all 3 customers
775
- - Labels: priority:critical, user-reported, segment:microsoft
776
- 2. Creates 8 other issues (#495-#502)
777
- 3. Creates comprehensive triage log showing patterns
778
- 4. Updates all 3 interview analysis files
779
- 5. Shows final report highlighting the pattern discovery
780
- ```
781
-
782
- ### Example 3: Existing Issue Enhancement
783
-
784
- ```
785
- PM: "Triage sanjoy-ghosh-interview-analysis.md"
786
-
787
- AI Agent Process:
788
- 1. Reads analysis
789
- 2. Extracts email triage pain point with quote:
790
- "People pinging repeatedly when answer is No"
791
- 3. Searches GitHub issues
792
- 4. Finds issue #200: "Email management and auto-response" (currently priority:medium)
793
- 5. Presents triage summary:
794
- - Update issue #200 (now 2 customers: Ronil + Sanjoy)
795
- - Recommend priority change: medium → high
796
- - Show comment to add with Sanjoy's quote
797
-
798
- PM: "Approve"
799
-
800
- AI Agent:
801
- 1. Adds comment to issue #200 with Sanjoy's context
802
- 2. Updates label: priority:medium → priority:high
803
- 3. Creates triage log documenting the update
804
- 4. Updates sanjoy-ghosh-interview-analysis.md
805
- 5. Shows final report
806
- ```
807
-
808
- ### Example 4: Already-Built Feature
809
-
810
- ```
811
- PM: "Triage ronil-dhruva-interview-analysis.md"
812
-
813
- AI Agent Process:
814
- 1. Reads analysis
815
- 2. Finds pain point: "Better time parsing from natural language"
816
- 3. Searches codebase, finds existing TimeParser class in src/utils/
817
- 4. Presents triage summary:
818
- - No issue to create (feature exists)
819
- - Recommend: Add to Ronil's demo
820
- - Follow-up note: "We have intelligent time parsing that handles..."
821
-
822
- PM: "Approve"
823
-
824
- AI Agent:
825
- 1. Creates triage log with "Already Built" section
826
- 2. Updates ronil-dhruva-interview-analysis.md with note about existing feature
827
- 3. Shows final report with demo recommendation
828
- ```
829
-
830
- ## SUCCESS METRICS
831
-
832
- - **Traceability**: 100% of customer-sourced issues have customer context in comments
833
- - **Deduplication**: <15% duplicate issue creation rate (consolidated during triage)
834
- - **Customer Coverage**: All analyzed customers get insights triaged
835
- - **Time Savings**: PM saves 2-4 hours per customer interview analysis
836
- - **Prioritization Accuracy**: Issues with multiple customers get higher priority
837
- - **Pattern Discovery**: Cross-customer themes identified in multi-customer triage
838
-
839
- ## EDGE CASES
840
-
841
- ### 1. Customer Requests Already-Built Feature
842
- **Action**:
843
- - Don't create issue
844
- - Add to "Features Already Built" section in triage summary
845
- - Create note in triage log for customer demo
846
- - Update customer's analysis file with demo recommendation
847
-
848
- ### 2. Vague Pain Point Without Clear Solution
849
- **Action**:
850
- - Create research issue with `needs:discovery` label
851
- - Include customer quote and context
852
- - Flag for PM to schedule follow-up discovery call
853
- - Note in triage log under "Needs Discovery"
854
-
855
- ### 3. Conflicting Requests from Different Customers
856
- **Action**:
857
- - Create issue noting the conflict in problem statement
858
- - Add both customer contexts in comments
859
- - Tag both customers' analyses
860
- - Add note: "Customer requirements vary - needs product decision"
861
- - Flag for PM review
862
-
863
- ### 4. Customer Requests Infeasible Feature
864
- **Action**:
865
- - Create issue with `needs:evaluation` label
866
- - Document customer need and why it seems infeasible
867
- - Include customer quote for context
868
- - Flag for PM technical review
869
- - Don't commit to customer yet
870
-
871
- ### 5. Same Customer in Multiple Analysis Files
872
- **Action**:
873
- - Warn PM about duplicate customer
874
- - Ask which analysis file to use
875
- - Or: Consolidate insights from both files
876
- - Track in triage log
877
-
878
- ### 6. No Interview Analysis File Available
879
- **Action**:
880
- - Check if raw interview notes provided
881
- - If yes: Trigger insight-analysis workflow first
882
- - If no: Error message "Please provide interview analysis or raw notes"
883
- - Don't proceed without structured analysis
884
-
885
- ### 7. Missing Priority Data (Fit Score, Urgency, etc.)
886
- **Action**:
887
- - Use defaults: fit=5/10, urgency=Medium
888
- - Note in triage log which data was missing
889
- - Calculate priority with available data
890
- - Flag for PM to update analysis file
891
-
892
- ### 8. GitHub API Rate Limits
893
- **Action**:
894
- - Batch issue creation (don't create one-by-one)
895
- - Show progress: "Creating issue 3 of 15..."
896
- - If rate limited: Pause and resume
897
- - Log any failures for manual creation
898
-
899
- ## RELATED WORKFLOWS
900
-
901
- **Prerequisite Workflows**:
902
- - `insight-analysis.md` - Must run before triage if only raw notes available
903
- - `interview-preparation.md` - Earlier in the customer development cycle
904
-
905
- **Downstream Workflows**:
906
- - `spec.md` - Issues created here feed into spec workflow
907
- - `design.md` - High-priority customer issues drive design work
908
- - `implement.md` - Customer-validated issues are implemented
909
-
910
- **Parallel Workflows**:
911
- - `strategic-brainstorming.md` - Patterns discovered here inform strategy
912
-
913
- ## NOTES FOR PM
914
-
915
- **Best Practices**:
916
- 1. **Run triage in batches**: Process 3-5 customer interviews at once to discover patterns
917
- 2. **Regular cadence**: Triage every week or after N interviews (whichever comes first)
918
- 3. **Review deduplication**: Always review consolidated issues before approving
919
- 4. **Follow up quickly**: Demo already-built features to customers within 48 hours
920
- 5. **Track metrics**: Use triage logs to track customer request patterns over time
921
-
922
- **Common PM Actions**:
923
- - Override priority for strategic reasons: "Change priority of issue X to critical"
924
- - Merge issues further: "Merge issues #494 and #495"
925
- - Skip low-value issues: "Skip all low priority issues"
926
- - Request more detail: "Show me issue #494 full details"
927
-
928
- **Triage Log Benefits**:
929
- - Track which customers asked for which features
930
- - Show customer evidence during prioritization discussions
931
- - Reference customer quotes during design/spec work
932
- - Follow up with customers when features ship
933
-
934
- ---
935
-
936
- **Document Created**: January 2025
937
- **Version**: 1.0
938
- **Status**: Ready for use