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Specification Quality Checklist: Multi-Package Support

Feature: TP-2432 Multi-Package Support for Restorative Care & End of Life Spec Location: /TP-2432-Multi-Package-Support/spec.md Checklist Date: 2025-12-07 Status: VALIDATED ✅


Content Quality

  • No implementation details (languages, frameworks, APIs)
  • Focused on user value and business needs
  • Written for non-technical stakeholders
  • All mandatory sections completed
  • Problem statement clearly articulated
  • Business scenarios documented with actual use cases

Requirement Completeness

  • [NEEDS CLARIFICATION] markers are present but limited (3 questions, max allowed)
  • Requirements are testable and unambiguous
  • Success criteria are measurable
  • Success criteria are technology-agnostic
  • All acceptance scenarios are defined
  • Edge cases identified:
    • ✅ Cross-provider packages (Maria scenario)
    • ✅ Concurrent packages (Jane scenario)
    • ✅ Dormancy/reactivation (Robert scenario)
    • ✅ Service duplication prevention
  • Scope is clearly bounded (In/Out of scope sections)
  • Dependencies identified:
    • ✅ Services Australia API
    • ✅ Care Coordinator Training
    • ✅ Finance/Invoicing updates

Specification Quality Validation

Content Review

  • Clarity: ✅ 5 detailed user stories with happy paths and alternatives
  • Completeness: ✅ 12 functional requirements cover all aspects
  • Business Alignment: ✅ Directly addresses Romy’s stated needs from meeting
  • Testability: ✅ Each FR includes validation approach
  • Data Model: ✅ Clear entity changes documented

Functional Requirements Coverage

  • FR-1: Multiple Package Records → Testable (create 2, verify both accessible)
  • FR-2: Package Type Classification → Testable (verify type affects behavior)
  • FR-3: Care Partner Assignment → Testable (assign different partners, verify context)
  • FR-4: Package Context Awareness → Testable (verify breadcrumbs/headers show context)
  • FR-5: Care Plan Separation → Testable (create plans, verify independence)
  • FR-6: Budget & Invoicing per Package → Testable (route bill, verify assignment)
  • FR-7: Service Non-Duplication → Testable (attempt duplicate, verify block/exception)
  • FR-8: Independent Termination → Testable (terminate one, verify other active)
  • FR-9: EOL Dormancy → Testable (create EOL, verify dormancy state)
  • FR-10: Cross-Provider Support → Testable (create packages with different context)
  • FR-11: Tag Filtering → Testable (add tags, filter packages)
  • FR-12: Unified Visibility → Testable (verify timeline/dashboard show all packages)

User Scenarios Coverage

  • Primary path: Create restorative care package (US-1)
  • Secondary path: Manage separate care plans (US-2)
  • Critical path: Route services correctly (US-3)
  • Alternative path: Terminate one package (US-4)
  • Context path: Navigate multiple packages (US-5)

Success Criteria Validation

✅ All 10 criteria are:

  • Measurable: Include specific metrics (time, percentage, accuracy)
  • Technology-Agnostic: No mention of frameworks or databases
  • User-Focused: Outcomes from business perspective
  • Verifiable: Can test without implementation details

Examples:

  • “Clients can have 2+ active packages without data loss” ✅
  • “Service non-duplication enforced >99% of time” ✅
  • “Bills routed correctly 95% of first attempt” ✅

Feature Readiness

  • Business problem clearly understood

    • Current state: One package per client (enforced)
    • Need: Support 2+ concurrent packages (restorative + ongoing, or EOL)
    • Impact: Affects 4+ clients in pipeline, 20+ restorative care inquiries
  • User personas covered

    • Care Coordinator (Romy, Jill) ✅
    • Finance staff ✅
    • Clinical specialists ✅
  • Acceptance criteria are precise

    • Each story has clear AC and happy path
    • Alternative scenarios documented
  • No implementation details in spec

    • No mention of database design (just entity changes)
    • No code examples in main spec
    • No framework/technology decisions
  • Assumptions documented and reasonable

    • 5 assumptions listed
    • Each reflects confirmed meeting discussion

Outstanding Questions (3 Clarifications Required)

Q1: Care Circle Behavior [MEDIUM IMPACT]

Context: “Care circle probably being a better solution if it was all one statements” - Will (meeting)

What we need: Should care circle contacts be shared across both packages, managed separately, or hybrid?

Impact on: Care circle UI, data governance, contact notifications

Options:

OptionApproachBest For
AShared care circle (one contact list for both packages)Simplicity, avoiding duplication
BSeparate per package (contacts added independently)Clear isolation, package autonomy
CHybrid (some shared, some unique)Flexibility, complex scenarios

Recommendation: Start with A (Shared), refine if needed. Clinical contacts might need A, standard might prefer B.


Q2: Financial Statement Format [MEDIUM IMPACT]

Context: “Statements… probably being a better solution to see it all as one” - Will (meeting)

What we need: Should monthly statements be combined, separate, or user-selectable?

Impact on: Client reporting, finance reconciliation, audit trails

Options:

OptionFormatBest For
ACombined statement showing all packages with clear sectionsSimplicity, overview
BSeparate statement per package (multiple documents)Clear isolation, compliance
CToggle-able (user selects combined or per-package view)Flexibility, choice

Recommendation: Option C for flexibility. Combined view as default for staff, per-package for reporting.


Q3: Timeline & Event Visibility [MEDIUM IMPACT]

Context: “Almost need to pull out timeline from a package timeline to a multi select timeline” - Will (meeting)

What we need: Should timeline show events from all packages or only active package?

Impact on: User context awareness, information density, navigation complexity

Options:

OptionBehaviorBest For
AAll events across all packages (with package labels)Complete visibility, research
BActive package only (simple, focused)Focus, reduced complexity
CToggle between all/active (user control)Flexibility, both use cases

Recommendation: Option C. Toggle with “All Packages” as advanced mode.


Clarification Resolution Path

To move forward:

  1. Stakeholder Input Needed From: Will (architect), Romy (operations), Anthony (data)
  2. Decision Format:
    • Reply with option letter (A/B/C)
    • Or provide custom answer
  3. Timeline: No blockers, can proceed with current spec while awaiting clarifications
  4. Next Steps After Clarifications:
    • Run /trilogy.clarify-design for UI mockups
    • Run /speckit.plan for technical implementation plan
    • Begin interim solution work (tags, workflow)

Specification Readiness Summary

AspectStatusNotes
Problem Statement✅ Complete3 detailed scenarios from meeting
User Stories✅ Complete5 stories with AC and paths
Functional Requirements✅ Complete12 FRs covering all aspects
Data Model✅ CompleteClear entity changes documented
Success Criteria✅ Complete10 measurable, tech-agnostic criteria
Assumptions✅ Complete6 key assumptions listed
Scope Definition✅ CompleteClear in/out of scope boundaries
Open Questions⏳ Clarifications Pending3 design decisions (non-blocking)
Implementation Strategy✅ IncludedApproach 1 (Multiple Packages) recommended
Interim Solution✅ IncludedTag-based approach for immediate needs

Spec Status: 🟢 READY FOR DESIGN & PLANNING

Can proceed to:

  1. /trilogy.clarify-design - UI/UX details for package selector, care partner UI, timeline toggle
  2. /speckit.plan - Technical implementation plan with phase breakdown
  3. Interim solution work - Tags, note types, supplier setup (parallel track)

Sign-Off

RoleSign-OffDateNotes
Product[Pending]Awaiting clarification answers
Architecture[Pending]Plan will validate technical feasibility
Operations[Pending]Waiting for design/plan review

Version History

VersionDateAuthorChanges
1.02025-12-07ClaudeInitial spec based on meeting transcript