Discovery Health
Every number explains itself — click any tile to see exactly why.
Feature readiness
weights from methodology config| Feature | Discovery | Questions | Reviews | Readiness |
|---|---|---|---|---|
| Quotation ApprovalM-Sales · Priya (PM) | 5 open | 2 of 3 | Not ready | |
| Design ReviewM-Design · Chandra | 0 open | 3 of 3 | Ready | |
| Customer Inquiry IntakeM-Sales · Priya (PM) | 4 open | Not sent | In progress | |
| Order CreationM-Orders · Chandra | 3 open | Not sent | In progress | |
| Karigar Job AllocationM-Production · Ravi | Not started | Not sent | Capturing |
Why not 100%?
- ✕2 unresolved conflictsR-102 ↔ R-118 approver roles · R-131 ↔ POL-3 discount rule
- ✕5 critical questions openAwaiting Sales Head — sent 3 days ago
- ◐3 assumptions unconfirmedASM-04, ASM-07, ASM-09
- ◐Notifications 40% specified6 of 15 notifications have exact message text
- ✓No governance violationsLast 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
Discovery Inbox
Capture everything. Nothing here changes the spec until you synthesize.
| ID | Capture | Type | Linked to | Status | When |
|---|---|---|---|---|---|
| RAW-092 | Rajesh: approved quote can change only if customer changes design"…in that case old approval is invalid, price must be reworked…" | Quotation Approval | New | 2h ago | |
| RAW-091 | Thought: karigar app must work offline in workshop basementNetwork is patchy near the casting unit | Thought | Karigar Job Allocation | New | 5h ago |
| RAW-089 | Customer visit transcript — Shantivijay Jewels (42 min)Design approval flow, gold rate lock, hallmarking expectations… | Transcript | 3 features | New | Yesterday |
| RAW-088 | Email from Meera: GST invoice numbering must be sequential per FYFwd: CA confirmation on invoice series rules | Order Creation | Filed | 2d ago | |
| RAW-087 | Old ERP screenshot — quotation screen fieldsquotation-fields.png · existing requirement reference | Document | Quotation Approval | Synthesized | 4d ago |
| RAW-086 | Meeting note: weekly review with Ravi on production flowWax → casting → filing → polish → QC → hallmark → dispatch | Meeting | M-Production | Synthesized | 5d ago |
Requirements
One canonical store. Every view, prototype and package derives from here.
| ID | Requirement | Completeness | Confidence | State | Trace |
|---|---|---|---|---|---|
| R-102 | Modification of an approved quotationQuotation Approval · P1 · owner Priya | 72% | 64% | In review | 4 src · 6 Q · 2 scr |
| R-104 | Quotation approval workflow & statesQuotation Approval · P1 · owner Priya | 88% | 81% | Changes requested | 6 src · 9 Q · 3 scr |
| R-118 | Approval permissions by roleQuotation Approval · P1 · owner Chandra · conflicts with R-102 | 60% | 45% | Conflict | 3 src · 4 Q · 1 scr |
| R-121 | Quotation validity & gold-rate lockQuotation Approval · P2 · owner Priya | 95% | 88% | Approved v4 | 5 src · 7 Q · 2 scr |
| R-131 | Discount limits & escalationQuotation Approval · P2 · owner Priya · conflicts with POL-3 | 55% | 58% | Conflict | 2 src · 3 Q · 1 scr |
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.
Workflow
90%- Sales Executive opens an Approved quotation and requests modification, citing reason = customer design change (only permitted reason — see rules).
- System snapshots the approved version; quotation returns to Draft (rev n+1); previous approval is marked invalidated.
- Design reference is updated; pricing is recalculated (gold rate, making charges, stones) per CALC-2.
- Revised quotation re-enters the approval flow (R-104); Sales Head must re-approve.
- 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 coveredGIVEN 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
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
Permissions 60 · Notifications 40 · Acceptance 30
Sources
backward traceTrace
Comments
1 openIf 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
Synthesis #9 — Triage
Scope: Quotation Approval · 12 captures + 6 accepted answers read · claude -p · sonnet · 3m 12s
PROP-58 · R-102 — add re-approval & notification steps
sources: RAW-092, ANS-14CONF-11 · Who may approve a revised quotation?
R-102 ↔ R-118"Sales Head must re-approve revised quotations."
"Only managers approve quotations; sales executives can approve up to ₹50,000."
PROP-60 · R-146 — Gold-rate revalidation on quote revision
sources: C-27, RAW-088When 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.
DUP-4 · R-121 ↔ R-133 may overlap on validity period
Both define how long a quotation stays valid. Human resolution required.
Artefact Bridge
Bring an existing document/prototype in, or send one out to edit in Claude Code and reconcile when you're done.
Import / adopt an existing artefact
bootstrapBuilt 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.
External round-trip
1 out for editingSent out to address Meera's 2 comments · returned 12 min ago · edited with Claude Code.
- ◐1 change → R-146 proposalrate revalidation rule, ready to accept
- ✓2 comments map to editsC-27, C-31 → propose Addressed
- ✓Anchors re-attached by req ID0 orphaned comments
Questions
Only questions that matter — every generated question states why it exists.
| ID | Question | Category | Priority | Owner / stakeholder | Status |
|---|---|---|---|---|---|
| Q-233 | What exactly constitutes a "design change"?Stone swap? Size change? Engraving? Blocks BR-4 of R-102 · why: answer gates the only allowed modification reason | Rule | Critical | Priya→ Rajesh (Sales Head) | Sent 3d |
| Q-234 | Is the customer notified when their old approval is invalidated?Follow-up generated from ANS-14 · affects N-07 timing | Notification | High | Priya→ Rajesh (Sales Head) | Sent 3d |
| Q-235 | Who may approve a revised quotation — Sales Head only, or per value bands?Raised from conflict CONF-11 (R-102 ↔ R-118) | Permission | Critical | Chandra→ Business Owner | Open |
| Q-236 | Should revised quotations expire faster than fresh ones?User-added by Priya | Business | Medium | Priya→ Rajesh (Sales Head) | Open |
| Q-228 | Can a quotation be partially approved (some items only)?Answered: "No — all or nothing" → closed into R-104 v3 | Workflow | High | PriyaRajesh · 2d ago | Answered |
Questionnaires
Send magic links — stakeholders answer on any device, no login needed.
QNR-6 · Quotation approval clarifications
6 of 8 answered"Only if the customer changes the design. Then old approval is invalid, price reworked, and I approve again."
"No, all or nothing. Split into two quotations if needed."
Outstanding
| QNR-7 · Production flowRavi (Workshop) · 5 questions | No response 6d | |
| QNR-5 · Customer expectationsShantivijay Jewels · 4 questions | Complete |
How magic links work
Stakeholder Portal
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.
What exactly counts as a "design change" on an approved quotation?
For example: changing a stone, resizing, engraving text, metal colour…
Is a resize beyond tolerance treated as a design change requiring re-approval?
Registers
Assumptions, risks, decisions, constraints and dependencies — nothing hides in prose.
| ID | Assumption | Confidence | Affects | Status | |
|---|---|---|---|---|---|
| ASM-09 | Gold-rate lock tolerance is ±2%Raised at synthesis #9 from C-27 · author AI, source Meera | Low | R-146 | Open | |
| ASM-07 | All approvals happen in-app (no offline paper approvals)author Priya · 8d ago | Medium | R-104 · R-118 | Open | |
| ASM-04 | Quotation validity default is 7 daysConfirmed by Rajesh (ANS-11) → converted, source preserved | High | R-121 | Converted → R-121 |
Reviews & Approvals
Disagreement is shown, never averaged away.
Quotation Approval — reviewer consensus
2 of 3 complete| Reviewer | Outcome | Completion | Confidence | Reviewed |
|---|---|---|---|---|
| Rajesh MehtaSales Head · required | Approved w/ comments | 85% | 80% | v3 · 2d ago |
| Meera ShahAccounts · required | Changes requested | 70% | 45% | v3 · 2d ago |
| ChandraBusiness Owner · final | Not reviewed | — | — | due in 2d |
Approval matrix
- ✓Sales Head — requiredRajesh · approved with comments
- ✕Accounts — requiredMeera · changes requested
- ◐Operations — optionalnot requested
- ✕Business Owner — finalblocked until required approvals exist
Pending across project
| Design Review specawaiting Chandra (final) | 1 left |
| R-104 re-reviewstale — changed after Meera's review | stale |
| Prototype PT-3 reviewRajesh · due tomorrow | due |
User Journeys & Process Maps
Business-readable flows — every step links to its requirements and screens.
Quotation to Order — happy path
in sync · canonical v-2026.08.29Process map — Quotation Approval (actors & decisions)
Prototype Studio
PT-3 · Quotation Approval · desktop + mobile · pinned to canonical 2026-08-27
AI UX review — advisory
- ◐Missing empty stateApproval queue has no zero-pending state · GP-2 requires designed empties
- ◐Reject flow lacks confirmation of consequencesRejecting invalidates customer notification N-04 — say so before confirming
- ✓All components from approved libraryguardrail GG-1 satisfied · 0 violations
Design alternatives — approval UX
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 definedBR-3 conflict unresolved (CONF-11) · BR-4 awaits Q-233
- ✓Field validations defined18 fields fully specified
- ✕Permissions definedapprover bands undecided — Q-235 open
- ◐Notifications defined6 of 15 have exact message text
- ✓Search / filter / sort / pagination addressedSTD-LIST golden path; 1 documented exception
- ✓Exports addressedquotation PDF layout specified; list → Excel
- ✕Acceptance criteria completeR-102 covers 3 of 6 mandatory categories
- ✕Reviews completedMeera: changes requested · Chandra (final): pending
- ✓Prototype reviewed · governance satisfied
Package contents (v-preview)
Snapshots
| SNAP-9 | After synthesis #92026-08-28 · 47 requirements | |
| SNAP-8 | Pre-review baseline2026-08-24 · 45 requirements |
Glossary, Calculations & Policies
| ID | Term | Definition | Used by |
|---|---|---|---|
| G-04 | Quotation | Priced offer for a specific design, valid for a defined period; becomes an Order only on customer + commercial approval. | 9 requirements |
| G-07 | Design change | ⚠ Definition pending — blocked by Q-233 (used in 4 requirements) | 4 requirements |
| G-11 | Karigar | Artisan/craftsman executing a production job stage (jewellery domain term, from domain pack). | 6 requirements |
| G-13 | Approval | A recorded, role-authorized confirmation that advances state; always auditable, never implicit. | 14 requirements |
Knowledge Repository
Approved knowledge becomes reusable — labelled as known pattern vs project-specific, never blindly copied.
Standard Customer Approval Flow
patternJewellery domain pack
domainApprovals template
patternGovernance
Rules · Guardrails · Golden Paths · Standards — data, not hardcoded prompts.
| ID | Rule | Scope | Applies during | Status |
|---|---|---|---|---|
| GR-1 | Every requirement must have a clearly identified business ownerrationale: orphan requirements never get validated | Global | discovery · synthesis · review | Active |
| GR-7 | Every approval feature must define timeout and escalation behaviouradded in-app 2026-08-21 — instantly part of AI context bundles | Project | questioning · synthesis · AI review | Active |
| GR-4 | AI proposals must cite at least one sourceuncited output is rejected by the runtime | Global | all AI jobs | Active |
AI Console
Every AI action is a visible, priced, explainable job. Toggles keep cost in your control.
Job history
this week: 14 jobs · 41m runtime| Job | Capability | Model | Duration | Result |
|---|---|---|---|---|
| JOB-214 | AI review · R-102claude -p --output-format json · 9 files in bundle | sonnet | 1m 44s | Running |
| JOB-213 | Synthesis #9 · Quotation Approval12 captures + 6 answers → 9 proposals · view input manifest | sonnet | 3m 12s | 9 proposals |
| JOB-212 | Question generation · Order Creation18 generated, 3 filtered as duplicates of answered | haiku | 41s | 15 questions |
| JOB-209 | Prototype generation · PT-3 mobileconstrained to chandra-ui registry · 0 guardrail violations | opus | 11m 05s | 6 screens |
| JOB-198 | Package draft · Design Reviewguardrail GG-3: technical content flagged → blocked | sonnet | 2m 20s | Blocked |
Capability toggles
Model per capability
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.