CH
ChandraProduct Owner
Chandra Jewellery ERP · Discovery

Discovery Health

Every number explains itself — click any tile to see exactly why.

2 conflicts and 5 critical questions block Quotation ApprovalRequirement R-102 conflicts with R-118 on who may approve · 5 high-priority questions still unanswered by Sales Head.
72%
Knowledge completeness
▲ 6
64%
Overall confidence
▲ 3
14
Open questions · 5 critical
▲ 4
5
Pending reviews

Feature readiness

weights from methodology config
FeatureDiscoveryQuestionsReviewsReadiness
Quotation ApprovalM-Sales · Priya (PM)
5 open2 of 3Not ready
Design ReviewM-Design · Chandra
0 open3 of 3Ready
Customer Inquiry IntakeM-Sales · Priya (PM)
4 openNot sentIn progress
Order CreationM-Orders · Chandra
3 openNot sentIn progress
Karigar Job AllocationM-Production · Ravi
Not startedNot sentCapturing

Why not 100%?

  • 2 unresolved conflicts
    R-102 ↔ R-118 approver roles · R-131 ↔ POL-3 discount rule
  • 5 critical questions open
    Awaiting Sales Head — sent 3 days ago
  • 3 assumptions unconfirmed
    ASM-04, ASM-07, ASM-09
  • Notifications 40% specified
    6 of 15 notifications have exact message text
  • No governance violations
    Last checked at synthesis #9

Recent activity

  • Rajesh (Sales Head) answered 6 questionsvia magic link · 2h ago
  • Synthesis #9 — 4 changed, 2 new, 2 conflictsclaude -p · sonnet · 3m 12s · yesterday
  • RAW-089 Meeting transcript capturedCustomer visit — Shantivijay · yesterday
  • Meera requested changes on R-104review · 2 days ago
Layer 1 · Raw knowledge — append-only

Discovery Inbox

Capture everything. Nothing here changes the spec until you synthesize.

Type: Any ▾Author ▾Feature ▾Date range ▾
Sorted: newest first
IDCaptureTypeLinked toStatusWhen
RAW-092Rajesh: approved quote can change only if customer changes design"…in that case old approval is invalid, price must be reworked…"WhatsAppQuotation ApprovalNew2h ago
RAW-091Thought: karigar app must work offline in workshop basementNetwork is patchy near the casting unitThoughtKarigar Job AllocationNew5h ago
RAW-089Customer visit transcript — Shantivijay Jewels (42 min)Design approval flow, gold rate lock, hallmarking expectations…Transcript3 featuresNewYesterday
RAW-088Email from Meera: GST invoice numbering must be sequential per FYFwd: CA confirmation on invoice series rulesEmailOrder CreationFiled2d ago
RAW-087Old ERP screenshot — quotation screen fieldsquotation-fields.png · existing requirement referenceDocumentQuotation ApprovalSynthesized4d ago
RAW-086Meeting note: weekly review with Ravi on production flowWax → casting → filing → polish → QC → hallmark → dispatchMeetingM-ProductionSynthesized5d ago
Showing 6 of 34 · Load more
Layer 3 · Canonical source of truth

Requirements

One canonical store. Every view, prototype and package derives from here.

Feature: Quotation Approval ✕Priority ▾Owner ▾
IDRequirementCompletenessConfidenceStateTrace
R-102Modification of an approved quotationQuotation Approval · P1 · owner Priya
72%
64%In review4 src · 6 Q · 2 scr
R-104Quotation approval workflow & statesQuotation Approval · P1 · owner Priya
88%
81%Changes requested6 src · 9 Q · 3 scr
R-118Approval permissions by roleQuotation Approval · P1 · owner Chandra · conflicts with R-102
60%
45%Conflict3 src · 4 Q · 1 scr
R-121Quotation validity & gold-rate lockQuotation Approval · P2 · owner Priya
95%
88%Approved v45 src · 7 Q · 2 scr
R-131Discount limits & escalationQuotation Approval · P2 · owner Priya · conflicts with POL-3
55%
58%Conflict2 src · 3 Q · 1 scr
Requirements / Quotation Approval

R-102 Modification of an approved quotation

v3 · owner Priya (PM) · In review 1 conflict

Why · Business objective

100%

Customers frequently change designs after quotation approval. Without a controlled modification flow, sales re-quote informally over WhatsApp, losing price control and approval history. This requirement defines when and how an approved quotation may be modified.

PersonasSales Executive · Sales Head · Customer · Accounts

Workflow

90%
  1. Sales Executive opens an Approved quotation and requests modification, citing reason = customer design change (only permitted reason — see rules).
  2. System snapshots the approved version; quotation returns to Draft (rev n+1); previous approval is marked invalidated.
  3. Design reference is updated; pricing is recalculated (gold rate, making charges, stones) per CALC-2.
  4. Revised quotation re-enters the approval flow (R-104); Sales Head must re-approve.
  5. Customer is notified of the revised quotation (N-07).

Business rules

70%
  • BR-1 — Modification allowed only when the customer changes the design. RAW-092ANS-14
  • BR-2 — Prior approval is invalidated; approval history retained. ANS-14
  • BR-3 (conflict) — Who may trigger modification: R-102 says Sales Executive; R-118 says only Sales Head. Unresolved
  • BR-4 (open) — "What constitutes a design change?" — awaiting Q-233 answer.

Acceptance criteria

3 of 6 sections covered
AC-1 · happy path
GIVEN an Approved quotation Q-2041
WHEN Sales requests modification with reason "customer design change"
THEN Q-2041 becomes Draft rev 2, approval marked invalidated, audit entry created
AC-2 · permission
GIVEN a user without modify permission
WHEN they request modification
THEN the action is unavailable and no state change occurs

Missing: validation, error, notification-failure, timeout criteria — flagged by AI review.

Scores

72%
Complete
64%
Confidence
Objective 100 · Workflow 90 · Rules 70 · Validation 80
Permissions 60 · Notifications 40 · Acceptance 30
Low confidence: stakeholder disagreement (BR-3)

Sources

backward trace
RAW-092 · WhatsApp RajeshRAW-089 · Customer transcriptANS-14 · Rajesh answerC-27 · Meera commentDEC-06 · Re-approval decision

Trace

❓ 6 questions · 2 open (Q-233, Q-234)
🖥 Screens: PT-3/s-quote-modifyPT-3/s-quote-detail
🔔 Notifications: N-07 revised-quote
🔗 Depends on R-104 · conflicts R-118
🧮 Uses CALC-2 · Quote pricing

Comments

1 open
MR
Meera · Accountson "pricing is recalculated"

If gold rate moved >2% since approval, revised quote must use the new rate — old rate lock should not carry over.

History

  • v3 — BR-2 addedfrom accepted answer ANS-14 · 2d ago
  • v2 — workflow expandedsynthesis #8 proposal accepted · 6d ago
  • v1 — createdfrom RAW-067 (meeting note) · 12d ago
Layer 2 · Proposals — you decide what becomes canonical

Synthesis #9 — Triage

Scope: Quotation Approval · 12 captures + 6 accepted answers read · claude -p · sonnet · 3m 12s

Change summary4 requirements changed · 2 new requirements · 2 conflicts detected · 3 questions resolved · 5 new questions · 1 assumption raised · 2 prototype screens affected. Nothing has been applied — accept below.
3 triaged · 6 pending
CHANGED

PROP-58 · R-102 — add re-approval & notification steps

sources: RAW-092, ANS-14
Approved quotations cannot be modified.
An approved quotation may be modified only when the customer changes the design. The prior approval is invalidated (history retained), pricing is recalculated per CALC-2, Sales Head re-approves, and the customer is notified (N-07).
WhyRajesh's WhatsApp (RAW-092) and his questionnaire answer (ANS-14) both state modification is allowed on design change and requires rework of price and approval. This contradicts the current text, so an update is proposed rather than a new requirement.
CONFLICT

CONF-11 · Who may approve a revised quotation?

R-102 ↔ R-118
R-102 · from ANS-14 (Rajesh, Sales Head)

"Sales Head must re-approve revised quotations."

R-118 · from RAW-067 (kickoff meeting)

"Only managers approve quotations; sales executives can approve up to ₹50,000."

Why flaggedBoth statements govern the same approval action with different role boundaries. The engine never chooses — resolve by answering Q-235 (sent to Business Owner) or record a decision.
NEW

PROP-60 · R-146 — Gold-rate revalidation on quote revision

sources: C-27, RAW-088

When a quotation is revised after approval, the gold rate must be re-fetched; if it moved more than the locked tolerance (ASM-09: ±2%, unconfirmed), the revised quote uses the current rate and the customer is informed of the price difference.

WhyMeera's comment (C-27) introduces a rule not present in any requirement. Raised as a NEW requirement rather than an edit because R-102 governs flow, not pricing policy. Assumption ASM-09 raised for the tolerance value.
DUPLICATE?

DUP-4 · R-121 ↔ R-133 may overlap on validity period

Both define how long a quotation stays valid. Human resolution required.

In & out · reverse-synthesis into proposals

Artefact Bridge

Bring an existing document/prototype in, or send one out to edit in Claude Code and reconcile when you're done.

Nothing overwrites your spec directly.An imported or returned artefact is read into proposals (reverse-synthesis, claude -p) and you triage them into canonical — so the source of truth never silently diverges.

Import / adopt an existing artefact

bootstrap

Built a PRD + prototype in another Claude Code session? Paste its link (or upload) — the engine reverse-synthesizes it into requirement proposals and registers the prototype with screen ↔ requirement links.

Last import · adoption preview
chandra-quotation.html → 11 requirement proposals · 6 screens
✅ 9 requirements matched existing (merge proposals)
🆕 2 new requirements proposed ← doc §Pricing
⚠ 1 orphan screen — "Bulk discount" has no justifying requirement
◐ 3 components off the approved library (native selects) — flagged
TraceabilityThe imported file is stored verbatim as a source; every adopted requirement traces back to its exact location in it.

External round-trip

1 out for editing
1Checked outbaseline PT-3 v3
2Edited in Claude Codeoutside engine
3Brought backdiff ready
4Reconciledcanonical caught up
PT-3 · Quotation prototype
baseline v3 → returned v3-ext

Sent out to address Meera's 2 comments · returned 12 min ago · edited with Claude Code.

gold rate carried from original approval
gold rate re-fetched on revision; >2% move → new rate + customer notice (addresses C-27)
Reconcile mode
Reconcile canonical (recommended)Quick resolve only
  • 1 change → R-146 proposal
    rate revalidation rule, ready to accept
  • 2 comments map to edits
    C-27, C-31 → propose Addressed
  • Anchors re-attached by req ID
    0 orphaned comments
AuditWho edited, when, baseline → returned version, tool = Claude Code — recorded in the requirement history and trace graph. The round-trip never breaks traceability.
Clarify · Open questions register

Questions

Only questions that matter — every generated question states why it exists.

Feature: Quotation Approval ✕Category ▾Priority ▾Stakeholder ▾
IDQuestionCategoryPriorityOwner / stakeholderStatus
Q-233What exactly constitutes a "design change"?Stone swap? Size change? Engraving? Blocks BR-4 of R-102 · why: answer gates the only allowed modification reasonRuleCriticalPriya→ Rajesh (Sales Head)Sent 3d
Q-234Is the customer notified when their old approval is invalidated?Follow-up generated from ANS-14 · affects N-07 timingNotificationHighPriya→ Rajesh (Sales Head)Sent 3d
Q-235Who may approve a revised quotation — Sales Head only, or per value bands?Raised from conflict CONF-11 (R-102 ↔ R-118)PermissionCriticalChandra→ Business OwnerOpen
Q-236Should revised quotations expire faster than fresh ones?User-added by PriyaBusinessMediumPriya→ Rajesh (Sales Head)Open
Q-228Can a quotation be partially approved (some items only)?Answered: "No — all or nothing" → closed into R-104 v3WorkflowHighPriyaRajesh · 2d agoAnswered
Clarify · Stakeholder answers

Questionnaires

Send magic links — stakeholders answer on any device, no login needed.

QNR-6 · Quotation approval clarifications

6 of 8 answered
RJ
Rajesh · stated name "Rajesh Mehta"
Sales Head · link sent 3d ago · last active 2h ago · expires in 4d
Latest answers to triage
ANS-14 ← Q-227 "Can sales modify an approved quotation?"

"Only if the customer changes the design. Then old approval is invalid, price reworked, and I approve again."

ANS-15 ← Q-228 "Partial approval?" · Accepted → R-104 v3

"No, all or nothing. Split into two quotations if needed."

Outstanding

QNR-7 · Production flowRavi (Workshop) · 5 questionsNo response 6d
QNR-5 · Customer expectationsShantivijay Jewels · 4 questionsComplete

How magic links work

Each link opens exactly one questionnaire — no account, no app. The stakeholder states their name, answers by typing or device voice-to-text (only the transcript is stored), and can pause anytime. Links expire and are revocable. If adaptive follow-ups are ON, a clarifying question may appear right after an answer.
Preview · what the stakeholder sees (magic link, no login)

Stakeholder Portal

Chandra Jewellery ERP · 8 questions · ~10 min

Priya needs your input on Quotation Approval

Answer in your own words — type or use your phone's voice typing. You can pause anytime; your progress is saved.

Question 7 of 8 · Rule

What exactly counts as a "design change" on an approved quotation?

For example: changing a stone, resizing, engraving text, metal colour…

Follow-up · because of your last answer

Is a resize beyond tolerance treated as a design change requiring re-approval?

6 of 8 answered
Clarify · Shared registers

Registers

Assumptions, risks, decisions, constraints and dependencies — nothing hides in prose.

IDAssumptionConfidenceAffectsStatus
ASM-09Gold-rate lock tolerance is ±2%Raised at synthesis #9 from C-27 · author AI, source MeeraLowR-146Open
ASM-07All approvals happen in-app (no offline paper approvals)author Priya · 8d agoMediumR-104 · R-118Open
ASM-04Quotation validity default is 7 daysConfirmed by Rajesh (ANS-11) → converted, source preservedHighR-121Converted → R-121
Validate · Formal review & approval

Reviews & Approvals

Disagreement is shown, never averaged away.

Quotation Approval — reviewer consensus

2 of 3 complete
ReviewerOutcomeCompletionConfidenceReviewed
Rajesh MehtaSales Head · requiredApproved w/ comments85%80%v3 · 2d ago
Meera ShahAccounts · requiredChanges requested70%45%v3 · 2d ago
ChandraBusiness Owner · finalNot revieweddue in 2d
⚡ DisagreementMeera's confidence (45%) is far below Rajesh's (80%) — reason given: stakeholder disagreement on pricing rules (BR-3 / C-27). Resolve before final approval.

Approval matrix

  • Sales Head — required
    Rajesh · approved with comments
  • Accounts — required
    Meera · changes requested
  • Operations — optional
    not requested
  • Business Owner — final
    blocked until required approvals exist

Pending across project

Design Review specawaiting Chandra (final)1 left
R-104 re-reviewstale — changed after Meera's reviewstale
Prototype PT-3 reviewRajesh · due tomorrowdue
Derived artefact · regenerated from canonical

User Journeys & Process Maps

Business-readable flows — every step links to its requirements and screens.

Quotation to Order — happy path

in sync · canonical v-2026.08.29
1Customer InquiryR-090 · Sales
2Design CreationR-095 · Designer
3Design ReviewR-097 · Design Head
4Customer ApprovalR-099 · Customer
5Quotation & ApprovalR-104 · Sales Head
6Order CreationR-140 · Sales
Scenario"Customer rejects design after commercial approval" → flow branches at step 4: design returns to step 2 with rejection reason; quotation (if issued) is invalidated per R-102; customer notified via N-05. Walk it in the prototype →

Process map — Quotation Approval (actors & decisions)

SALES EXECUTIVE SALES HEAD CUSTOMER Prepare quotation Submit Approve?≤₹50k auto-band? Send to customerN-04 · WhatsApp/PDF Customer decisionaccept / reject / change Reject + reasonback to draft · N-06 yes no
Derived artefact · generated by claude -p on chandra-ui

Prototype Studio

PT-3 · Quotation Approval · desktop + mobile · pinned to canonical 2026-08-27

⚠ StaleCanonical moved on 2026-08-29 (R-102 v3). Regenerating shows a screen-level diff first; comment anchors are preserved by requirement ID.
Experience as: Sales ExecutiveSales HeadAccountsCEOCustomer
Persona gating hides what the role can't do
Quotation listjustifies: R-104 · STD-LIST golden path
Quotation detailjustifies: R-102, R-104, R-121
Modify approved quotejustifies: R-102 · reason modal + re-approval
Approval queue (Sales Head)justifies: R-104, R-118
Bulk discount screen⚠ orphan UI — no justifying requirement

AI UX review — advisory

  • Missing empty state
    Approval queue has no zero-pending state · GP-2 requires designed empties
  • Reject flow lacks confirmation of consequences
    Rejecting invalidates customer notification N-04 — say so before confirming
  • All components from approved library
    guardrail GG-1 satisfied · 0 violations

Design alternatives — approval UX

A · Inline approve from queuechosen · DEC-07
B · Full-page review before approvesafer, slower
C · Batch approvalrejected — audit risk
Approve · Readiness gate & business package

Sign-off — Quotation Approval

Only approved material enters the package. The gate explains exactly what blocks it.

Readiness gate

NOT READY — 4 blockers
  • Business objective defined
  • Stakeholders & personas identified
  • Workflow complete, exceptions covered
  • Business rules defined
    BR-3 conflict unresolved (CONF-11) · BR-4 awaits Q-233
  • Field validations defined
    18 fields fully specified
  • Permissions defined
    approver bands undecided — Q-235 open
  • Notifications defined
    6 of 15 have exact message text
  • Search / filter / sort / pagination addressed
    STD-LIST golden path; 1 documented exception
  • Exports addressed
    quotation PDF layout specified; list → Excel
  • Acceptance criteria complete
    R-102 covers 3 of 6 mandatory categories
  • Reviews completed
    Meera: changes requested · Chandra (final): pending
  • Prototype reviewed · governance satisfied

Package contents (v-preview)

Executive summary · Problem · Objectives · Stakeholders · Personas · Workflows · Business rules · Validations · Permissions · States · Exceptions · Notifications · Reports · Search/filter/sort · Exports · Acceptance criteria · Open questions · Assumptions · Risks · Decisions · Review comments · Approval status · Prototype · Sign-off sheet
Rendered as a self-contained HTML package in the house PRD style, from snapshot SNAP-10.

Snapshots

SNAP-9After synthesis #92026-08-28 · 47 requirements
SNAP-8Pre-review baseline2026-08-24 · 45 requirements
Shared language · used by every AI job

Glossary, Calculations & Policies

IDTermDefinitionUsed by
G-04QuotationPriced offer for a specific design, valid for a defined period; becomes an Order only on customer + commercial approval.9 requirements
G-07Design change⚠ Definition pending — blocked by Q-233 (used in 4 requirements)4 requirements
G-11KarigarArtisan/craftsman executing a production job stage (jewellery domain term, from domain pack).6 requirements
G-13ApprovalA recorded, role-authorized confirmation that advances state; always auditable, never implicit.14 requirements
Phase 5 · Reuse & cross-project learning

Knowledge Repository

Approved knowledge becomes reusable — labelled as known pattern vs project-specific, never blindly copied.

Standard Customer Approval Flow

pattern
Share artefact → customer decision (approve / reject / change) → evidence stored → state advance. Reused in 2 projects; traceable to Jewellery ERP R-099.

Jewellery domain pack

domain
Terminology (Karigar, hallmark, purity), gold-rate workflows, BIS constraints, 40-question jewellery question set, 3 golden paths. Attached to: Chandra Jewellery ERP.

Approvals template

pattern
Every approval feature must define: roles, bands, timeout, escalation, invalidation, notification, audit. Source: governance rule GR-7 (added in-app 2026-08-21).
Living layer · applies to every AI job & artefact

Governance

Rules · Guardrails · Golden Paths · Standards — data, not hardcoded prompts.

Scope: Effective at Quotation Approval ▾
IDRuleScopeApplies duringStatus
GR-1Every requirement must have a clearly identified business ownerrationale: orphan requirements never get validatedGlobaldiscovery · synthesis · reviewActive
GR-7Every approval feature must define timeout and escalation behaviouradded in-app 2026-08-21 — instantly part of AI context bundlesProjectquestioning · synthesis · AI reviewActive
GR-4AI proposals must cite at least one sourceuncited output is rejected by the runtimeGlobalall AI jobsActive
Claude Code runtime · no API — local `claude -p` only

AI Console

Every AI action is a visible, priced, explainable job. Toggles keep cost in your control.

claude CLI connected · sonnet default

Job history

this week: 14 jobs · 41m runtime
JobCapabilityModelDurationResult
JOB-214AI review · R-102claude -p --output-format json · 9 files in bundlesonnet1m 44sRunning
JOB-213Synthesis #9 · Quotation Approval12 captures + 6 answers → 9 proposals · view input manifestsonnet3m 12s9 proposals
JOB-212Question generation · Order Creation18 generated, 3 filtered as duplicates of answeredhaiku41s15 questions
JOB-209Prototype generation · PT-3 mobileconstrained to chandra-ui registry · 0 guardrail violationsopus11m 05s6 screens
JOB-198Package draft · Design Reviewguardrail GG-3: technical content flagged → blockedsonnet2m 20sBlocked

Capability toggles

Synthesismanual only — never automatic
manual
Spec chatsonnet · session resume
Real-time follow-up questionsin-portal, after answers
Auto requirement suggestionson capture
AI reviewon demand per feature
Prototype generationopus · manual only
manual

Model per capability

Light (tags, dedupe) → haiku
Core (synthesis, questions, chat, review) → sonnet
Heavy (prototype, packages) → opus
Adapter: Claude Code CLI (only v1 adapter). Capability → model mapping is configuration; future adapters plug in without touching capability logic.