Files
opportunities-extension/openspec/changes/archive/2026-10-31-document-project-baseline/proposal.md

3.1 KiB

Proposal

Why

OpenSpec has been initialized without capability specifications, while the README and architecture document still describe several superseded behaviors. Establish an evidence-backed baseline so future changes can state precisely which existing contracts they preserve or modify.

What Changes

  • Introduce initial specifications for existing behavior, using the current source and regression tests as evidence. These are new OpenSpec records, not new product features.
  • Record authentication boundaries, asynchronous loading order, role restrictions, persistence, and user interactions as requirements with observable scenarios.
  • Plan corrections to README.md and docs/architecture.md, including Calendar, removed AI summaries, SPA navigation, SR loading, Manage Time access, contact identifiers, permissions, and debug storage.
  • Keep README.md as the product/development entry point and RELEASE_NOTES.md as release history. Link durable behavior to OpenSpec after the baseline is applied and archived.
  • Distinguish verified code behavior, synthetic test coverage, and live-browser verification still required. Do not treat historical requests or old documentation as implemented behavior.

Capabilities

New Capabilities

  • session-authentication: Identity acquisition/reuse, SPA/SR session recovery, credential routing and profile gates.
  • opportunity-exploration: Saved-search queries, pagination, fiscal Reference, coordinated filters, table sorting and indicators.
  • opportunity-calendar: Reference-bounded monthly scrolling, daily cards, fiscal labels and current-week positioning.
  • product-workloads: Product enrichment, workload caching, Booking classification, projections and forecast updates.
  • service-requests: Progressive CRM SR enrichment, saved-search lookup, customer/internal SR details and creation.
  • workload-actions: Ownership badges, dependent loading, action metadata and validated creation.
  • manage-time: Weekly entry viewing/editing, task selection, validation and explicit writes.
  • customer-insights: Installed Base, consumption plans/trends/details and Rate Card exploration.
  • organization-charts: Local hierarchy storage, contact lookup/creation and opportunities by contact.
  • extension-shell: Fusion entry points, bookmarks, keyboard shortcuts, modal interaction and printing.
  • preferences-cache: Persistent preferences, sorting and cache invalidation boundaries.
  • request-debugging: Request capture, lazy rendering, history lifetime and sensitive-value visibility.

Modified Capabilities

None. The existing OpenSpec specification inventory is empty.

Impact

  • Planning artifacts are confined to openspec/changes/document-project-baseline/.
  • Subsequent application updates README.md and docs/architecture.md; successful archive promotes the reviewed baseline to openspec/specs/.
  • Source, generated distributions, API contracts, browser permissions, dependencies, storage formats and version 1.1.0 remain unchanged by this documentation effort.
  • No release, tag, commit, live Oracle write, new authentication behavior, or OpenSpec schema/configuration customization is included.