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**Objective:** Hello SM. We need your expertise to lead a significant refinement of the "Qualitative Assessment" feature. A new, more intuitive design for the data models and user workflow has been created. Your task is to analyze the existing project, identify all impacted areas, and create/update the necessary user stories to implement this new design.
## Prompt for Scrum Master Agent: Refactoring the Qualitative Assessment Feature
**Objective:** Hello SM. We need your expertise to lead a significant refinement of the "Qualitative Assessment" feature. A new, more intuitive design for the data models and user workflow has been created. Your task is to analyze the existing project, identify all impacted areas, and create/update the necessary user stories to implement this new design.
### 1. Core Context and Design Summary
For full context on the new design, please first review the contents of this attached markdown file, `qualitative-feature-refactor-brief.md`. It contains the full design proposal, including the new data models and the improved user workflow.
**Key File Locations:**
* All project documentation (PRD, Architecture, Specs) is in the `/docs` folder.
* All user stories are in the `/docs/stories` folder.
**Summary of the New Design:**
* **New Data Models:** The system will now use a two-tiered data structure:
* `QualitativeConcept`: A master list of broad categories (e.g., `id: "lifestyle"`, `name: "Lifestyle & Culture"`).
* `QualitativeStatement`: A master list of specific, selectable preference statements (e.g., `"Vibrant arts and cultural scene"`), with each statement linking to a parent `QualitativeConcept`.
* **New "Jot Down & Map" Workflow:** This is a major UX improvement.
1. **Jot Down:** A user can add an attribute directly to a scenario by writing a free-text note (e.g., "Florida is hot and humid") and assigning their personal `sentiment` and `significance`. This attribute is initially "unmapped."
2. **Map:** The user can later map this scenario-specific attribute to one of their overarching, plan-wide `UserQualitativeGoals`.
3. **Scoring:** Only attributes that have been successfully mapped to a goal will affect the `QualitativeFitScore`.
### 2. Your Step-by-Step Instructions
Please follow these steps carefully:
**Step 1: Familiarize Yourself with the Project State**
Thoroughly review this prompt, the existing project documents in `/docs`, and the existing stories in `/docs/stories`.
**Step 2: Analyze the Codebase (CRITICAL INSTRUCTION)**
The current implementation in the codebase has deviated from the original documentation in some areas. Therefore, **you MUST prioritize the current state of the code as the single source of truth** when analyzing impacts. Your analysis should identify where the new design will impact the *existing, implemented code*, not just what the old documents say. Do not propose changes that will break existing, unrelated functionality.
**Step 3: Analyze Epic 4 & Devise Refactoring Strategy**
The bulk of the changes will affect **Epic 4**. You will notice that story `4.1` may have been completed under the old design. Our strategy is to **avoid modifying already completed stories.**
Instead, please create **new stories** to handle the refactoring work. These new stories should be added to Epic 4, or you can group them into a new sub-epic (e.g., "Epic 4.5: Qualitative Feature Refactor") for clarity. These stories will cover tasks like: updating UI components to use the new "Jot Down & Map" workflow, migrating any existing state, and updating the calculation engine.
**Step 4: Conduct Cross-Epic Impact Analysis**
Review stories in *other* epics. The new data models for qualitative assessment might be referenced by components or logic implemented in other epics.
* If you find an impact on an *incomplete* story, please update that story's technical guidance or Acceptance Criteria.
* If you find an impact on a *completed* story, **do not modify it**. Instead, create a new "technical debt" or "refactor" story and add it to our new refactoring epic (e.g., Epic 4.5).
**Step 5: Create and Update User Stories**
Based on your complete analysis, your primary task is to create and/or update the necessary story files directly in the `/docs/stories` directory.
* This will involve modifying the remaining, incomplete stories in Epic 4.
* It will involve creating all the new refactoring stories you identified in Steps 3 and 4.
* Ensure every story you create or modify is "Dev Ready," with clear Acceptance Criteria, technical notes, and context that a Dev agent can use to implement it successfully.
### 3. Final Output
Your final output will consist of two parts. Please confirm when both are complete.
1. **Updated Story Files:** The set of all new and updated story files, saved directly to the `/docs/stories` directory.
2. **A Prompt for the Architect:** A clear, concise prompt that I can give to the Architect (Fred). Put this prompt into a markdown file within the `/prompts` folder. This prompt should instruct him on the necessary changes for the architecture document. It must include:
* A reference to the stories you've just updated as the new "source of truth" for the feature's requirements.
* An explicit instruction to update the data models in `architecture-lean-v1.2.md`, replacing the old qualitative models with the new, official `QualitativeConcept` and `QualitativeStatement` structures.
* A reference to this context file (`qualitative-feature-refactor-brief.md`) for the background rationale.department: 09-acquisition
This document provides comprehensive guidance for AI assistants working with the SolidInvoice codebase. It covers the architecture, conventions, workflows, and best practices to help you understand and effectively contribute to this project.
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