PMFlow/mdproject/requirements-charter-ai-fir...

13 KiB
Raw Blame History

Requirements Charter — AI-First Design Plan


Core Principle

AI drives the process. Humans only veto, choose, or initiate.


Human Role (Redefined)

Action When Cost
Veto AI judgment is wrong < 10s
Choose AI cannot auto-converge Pick from AI options, < 30s
Initiate New direction or project One trigger, AI takes over

Everything else — writing, aligning, versioning, risk detection, scheduling, notifying — is fully owned by AI.


5 Hard Rules (AI-Enforced)

  • Upstream binding — Charter is auto-generated from signal source; blank creation is blocked by AI
  • Alignment gate — Downstream unlocks automatically after AI confirms alignment; no manual gate-keeping
  • Non-deletable structure — 6 core modules enforced by AI at the logic layer, not just UI
  • Version lock — AI auto-classifies minor fix vs. major version change; humans never manage versions manually
  • Full traceability — All content, alignment records, versions, and tasks are bidirectionally linked and maintained by AI

Page Layout

Left Panel (280px, fixed)

  • SSTC Chain Status Card (120px) — 6-node chain; AI highlights current node and auto-locks downstream until aligned; clicking a locked node shows AI-generated reason
  • Version List — AI-managed; users see only the Active version by default; history visible on demand; AI auto-archives stale versions
  • Create Charter Button — "From Signal Source" (primary); AI intercepts and blocks if no signal source exists; offers to auto-generate one from pasted content (chat logs, emails, meeting notes)

Right Panel (75%)

Top Bar (100px, fixed)

  • Charter name, version tag, status badge, bound project, last modified, owner — all AI-maintained
  • Context actions by status:
Status Available Actions
Draft Save Draft / Initiate Alignment
Aligning Veto Alignment / View AI Progress
Aligned New Version / Export / View History
Archived View History / Copy as New

6 Core Modules (Non-Deletable, AI-Driven)

Every module follows the same contract:

  • Required metadata: status, confidence_score, last_validated_at, evidence_refs[], escalation_reason
  • AI must maintain traceability from each generated field back to signal source evidence
  • If confidence_score < 0.75 or source evidence conflicts, AI escalates for one human veto/accept decision

Module 1 — Trigger & Goal

Auto-generated from signal source. Human is veto-only.

  • Inputs (required): bound signal source IDs, target user segment, business context
  • Outputs (required):
    • One-sentence problem statement (max 120 chars, no vague terms)
    • One-sentence goal with baseline, target, and due date
    • 3–5 measurable KPIs (business + AI quality), each with formula, baseline, target, owner, data_source, measurement_cadence
  • AI validations:
    • KPI-to-source evidence mapping is complete
    • KPI definitions are testable (no unverifiable wording)
    • Goal and KPI are semantically consistent
  • Escalation trigger: inconsistent evidence, non-testable KPI, or unresolved goal ambiguity

Module 2 — Scope & Alignment Checklist

AI auto-fills; humans review only low-confidence exceptions.

  • Outputs (required):
    • In-scope: 3–7 features, each with acceptance condition
    • Out-of-scope: 3–7 explicit exclusions, each with boundary example
    • Fixed alignment Q&A (5 questions), each with answer + confidence + evidence ref:
      • Who is the core user and what pain is prioritized?
      • What is the launch date and immovable constraint?
      • What is explicitly out of scope?
      • What tech/model/third-party dependencies are required?
      • What are top risks and mitigations?
  • AI validations:
    • Detect overlap/conflict between in-scope and out-of-scope
    • Detect missing constraints (security, compliance, data/privacy, performance)
    • Block alignment if unanswered critical checklist items exist
  • Escalation trigger: any critical question with low confidence or conflicting source evidence

Module 3 — AI Model & Tech Dependencies

AI generates one canonical dependency model and serves role-specific views from it.

  • Outputs (required):
    • Primary model + fallback model with selection rationale
    • Capability table: context window, rate limits, latency range, token cost, known boundaries
    • Dependency map: frameworks, external APIs, data stores, observability requirements
    • Two synchronized views from one source of truth:
      • Business view (non-technical language)
      • Engineering view (technical specs and limits)
  • AI validations:
    • Budget simulation for P50/P90 workload
    • Boundary stress check against expected input size and concurrency
    • Semantic consistency check between business and engineering views
  • Escalation trigger: no feasible model stack under budget/SLA constraints

Module 4 — Timeline & Resource Planning

AI schedules and allocates automatically; humans only veto exceptions.

  • Outputs (required):
    • Milestone plan with start, end, dependency, critical_path
    • Role-level effort estimates with confidence intervals
    • Owner assignment from capability graph (not manual guessing)
    • Buffer policy for delivery risk and handoff delays
  • AI validations:
    • Capacity check: default cap at 85% utilization per member
    • Calendar check: timezone, holiday, leave windows
    • Deadline risk simulation and recommended reallocation when risk exceeds threshold
  • Escalation trigger: unresolved overload, missing capability match, or launch risk above allowed threshold

Module 5 — Risks & Mitigations

AI owns risk detection, monitoring, and first-response execution.

  • Outputs (required):
    • Risk register with category, probability, impact, trigger_signal, owner, mitigation, fallback_plan
    • Minimum coverage categories: tech, model, schedule, market, compliance/security
    • Runtime trigger rules bound to alert center
  • AI validations:
    • High-risk items must include executable fallback steps and ETA
    • Trigger signals must map to observable metrics/events
    • Risk owner must exist in org graph and match capability domain
  • Execution rule: when trigger fires, AI executes fallback, records action trail, and notifies affected owners
  • Escalation trigger: fallback unavailable, owner missing, or mitigation fails repeatedly

Module 6 — Attachments & Notes

Optional in UI, mandatory in indexing and governance.

  • Outputs (required):
    • Structured attachment metadata: type, source, version, owner, confidentiality_level, linked_module
    • AI-generated summary and decision extraction for each attachment
    • Search index + semantic tags for cross-project retrieval
  • AI validations:
    • Duplicate/conflict detection across attachment versions
    • Broken link and inaccessible file detection
    • Sensitive content scan with masking/redaction suggestion
  • Governance rule: attachments are references only; source-of-truth fields must live in Modules 1–5

Module Definition of Done (DoD)

  • 100% required fields completed with evidence refs
  • All module validations pass with no critical blockers
  • Any escalated items resolved by single human veto/accept
  • Module state is auditable and traceable in version history

AI Alignment Engine (Replaces Manual Alignment Flow)

New Alignment Logic: No Opposition = Aligned

  • Charter locked and distributed to all members on alignment initiation
  • Members have 24 hours to raise objections; silence = consent
  • AI monitors behavior signals (opened charter, acted on related tasks, no objection raised) to infer stance
  • AI auto-records: Active Confirmed / Implicit Consent / Objected — all auditable
  • If objection raised: AI analyzes disagreement, generates resolution proposal, pushes to relevant parties for a single accept/veto
  • 100% resolved (by active confirmation or implicit consent) → AI auto-marks as Aligned, unlocks downstream

Alignment Status Views

Aligning

  • AI progress card: X/N resolved — breakdown of active confirms, implicit consents, pending objections
  • Unresolved objections show AI-generated resolution proposals inline
  • No manual "remind" buttons — AI handles follow-up autonomously

Aligned

  • Green banner: "Charter aligned by AI. Downstream task breakdown unlocked."
  • Permanent alignment record: timestamps, consent type, immutable
  • New Version + AI Breakdown Tasks buttons

AI Version Management

  • AI classifies every change: minor fix (auto-merged, no new version) vs. major change (new version + re-alignment)
  • Classification based on semantic diff + learned team behavior patterns
  • If two parallel versions exceed 80% similarity, AI proposes merge
  • Version tree auto-maintained by AI; stale branches auto-archived
  • Humans always see only the current active version; history on demand

AI Signal Source Engine (Cold Start Solution)

  • AI connects to Feishu, email, meeting notes — continuously monitors for requirement signals in the background
  • When a signal is detected, AI auto-generates a structured signal source draft and notifies PM: "Potential requirement detected. Create charter?"
  • PM one-tap confirms → signal source + charter draft generated simultaneously
  • If no integrations available: paste any raw content (chat screenshot, email, voice transcript) → AI structures it into a signal source + charter draft
  • Cold-start rule: signal source binding is a warning, not a hard block, during first 30 days; AI tracks and prompts completion

AI Capability Graph (Cold Start Solution)

  • On first use: member confirms role + seniority (10 seconds)
  • AI uses industry benchmark data as baseline
  • After each task: AI auto-captures actual vs. estimated hours, updates capability model silently
  • No manual input ever required again; model improves with every project

AI Toolbar (Fixed, Below Modules)

Button Trigger AI Action
Re-validate Charter Before alignment Full charter scan: vague expressions, missing fields, logical inconsistencies — auto-fixed where possible
Compare Versions Has history AI-generated semantic diff with change summary
Export Charter Any status PDF / Markdown with full alignment record

SSTC Chain Integration

  • Upstream: signal source changes auto-trigger charter refresh; AI notifies owner of delta
  • Downstream lock: task breakdown stays locked until AI confirms Aligned status
  • Task generation: on alignment, AI auto-generates full task tree from charter — assigns owners, estimates hours, zero manual input
  • Execution sync: major task delays auto-trigger charter change assessment by AI; escalates to human only if major revision needed
  • Retrospective: AI auto-compares charter goals vs. actuals → generates retrospective report → feeds into team knowledge graph

Mobile

  • View-only (no editing on mobile)
  • Collapsed module list, tap to expand
  • One-tap veto or confirm
  • Voice input for objections (AI transcribes + structures)
  • Swipe left = version history, swipe right = alignment record
  • Push notifications for alignment requests and AI-escalated decisions

Dev Rollout — 3 Phases

Phase 1 — Core Loop (Week 1)

  • Left panel: AI-managed version list + chain status card
  • 6 structured module editors with AI auto-fill
  • AI alignment engine: 24h implicit consent, objection handling
  • Downstream auto-unlock on alignment
  • AI version classification (minor fix vs. major change)

Phase 2 — AI-Native (Week 2)

  • Real-time vague expression detection + auto-fix
  • AI self-validation (cross-check generated content)
  • Role-aware dual-language view for Module 3
  • Model binding + match evaluation + capability boundary validation
  • Signal source auto-detection (Feishu / email integration)
  • Task auto-generation from charter on alignment

Phase 3 — Polish & Advanced (Week 3+)

  • Capability graph auto-learning from task execution
  • Version merge suggestions + version tree visualization
  • Mobile adaptation
  • Feishu card actions (veto / confirm directly in Feishu)
  • Retrospective auto-report generation
  • Charter template library

Summary: What Changed vs. Original Plan

Original AI-First
100% manual confirmation to unlock downstream 24h no-objection = aligned, AI records
AI assists human writing AI writes + self-validates; human vetoes
Human creates signal sources AI detects signals proactively; human one-tap confirms
Human manages versions AI fully manages; human sees active version only
All members see one charter AI serves role-appropriate language view per member
Human fills capability graph AI learns from task execution automatically
AI is a feature AI is the process engine; humans are veto holders