# TraceRTM - Enhanced Product Requirements Document

**Author:** BMad  
**Date:** 2025-11-21  
**Version:** 2.0 (Enhanced with Sprint Planning)  
**Status:** Complete - Ready for Implementation

**Related Documents:**
- **Original PRD**: `docs/PRD.md` - Base requirements (88 FRs)
- **Architecture**: `docs/architecture.md` - Technical implementation (8 ADRs, 6 patterns)
- **Epics & Stories**: `docs/epics.md` - Implementation breakdown (8 MVP epics, 56 stories)
- **Phase 2 Epics**: `docs/epics-phase-2.md` - Advanced features (4 epics, 12 stories) **NEW**
- **Sprint Planning**: `docs/sprint-artifacts/complete-sprint-plan.md` - 12 sprints, 24 weeks
- **Test Designs**: `docs/test-design-epic-*.md` - 290 test cases designed
- **Traceability**: `docs/complete-traceability-matrix.md` - 100% FR coverage

---

## Document Enhancements (v2.0)

**What's New in This Version:**

1. ✅ **Complete Sprint Planning Integration**
   - All 88 FRs mapped to 12 sprints (24 weeks)
   - Clear MVP vs Phase 2 distinction
   - Resource planning and timeline

2. ✅ **Phase 2 Requirements Detailed**
   - 25 Phase 2 FRs fully specified
   - 4 new epics (Epic 9-12) with stories
   - 90 additional test cases designed

3. ✅ **Enhanced Traceability**
   - 100% FR → Story → Test Case → Sprint mapping
   - Bidirectional traceability complete
   - 290 test cases covering all 88 FRs

4. ✅ **Implementation Roadmap**
   - 6 major milestones defined
   - Critical path identified
   - Risk mitigation strategies

5. ✅ **Success Metrics & Quality Gates**
   - Sprint exit criteria
   - Phase completion criteria
   - Velocity tracking

---

## Executive Summary

TraceRTM is an **agent-native, multi-view requirements traceability and project management system** designed for AI-augmented solo developers managing multiple complex, rapidly evolving projects. The system enables instant project state comprehension through 8 core views (expanding to 32), seamless perspective switching (Feature → Code → Wireframe → Test → API), and coordination of 1-1000 AI agents working concurrently across projects.

### What Makes This Special

**Agent-First Architecture**: Unlike traditional project management tools designed for human users with GUIs, TraceRTM is purpose-built for a human orchestrating 1-1000 AI agents simultaneously. Every view is queryable, every relationship is explicit, every change is traceable - providing the structured context AI agents need to work effectively.

**Key Differentiators:**
- **CLI-First**: Sub-second responses, scriptable, agent-friendly
- **Multi-View**: 8 core views (FEATURE, CODE, WIREFRAME, API, TEST, DATABASE, ROADMAP, PROGRESS)
- **Agent-Native**: Python API for programmatic access by AI agents
- **Local-First**: PostgreSQL backend, no cloud dependency, full data ownership
- **Event Sourcing**: Complete history, temporal queries, time-travel debugging
- **Optimistic Locking**: 1000+ concurrent agents without conflicts

---

## Project Classification

**Technical Type:** Developer Tool (CLI-first, agent-native)  
**Domain:** General Software Development / Requirements Traceability  
**Complexity:** Medium-High  
**Implementation Timeline:** 24 weeks (6 months)  
**Team Size:** 1-2 developers

**Classification Rationale:**
- **Developer Tool**: CLI-based, Python API, designed for technical users
- **Agent-Native**: Optimized for programmatic access by AI agents (1-1000 concurrent)
- **Multi-View Architecture**: 8 core views (MVP) expanding to 32 views
- **Local-First**: PostgreSQL backend, no cloud dependency
- **Complexity Drivers**: Concurrent agent coordination, multi-project state management, explosive scope handling

---

## Implementation Phases

### Phase 1: MVP (Sprints 1-8, 16 weeks)

**Goal:** Production-ready system with core functionality

**Epics (8):**
1. Epic 1: Project Foundation & Setup (6 stories, 37 tests)
2. Epic 2: Core Item Management (8 stories, 26 tests)
3. Epic 3: Multi-View Navigation (7 stories, 22 tests)
4. Epic 4: Cross-View Linking (6 stories, 22 tests)
5. Epic 5: Agent Coordination (8 stories, 24 tests)
6. Epic 6: Multi-Project Management (6 stories, 18 tests)
7. Epic 7: History, Search & Progress (8 stories, 28 tests)
8. Epic 8: Import/Export (6 stories, 20 tests)

**Deliverables:**
- Working CLI (`rtm` command)
- Full CRUD on items across 8 views
- Cross-view linking and traceability
- Multi-agent coordination (1000+ agents)
- Multi-project support
- Event sourcing and history
- Full-text search
- Import/export (JSON, YAML, CSV)

**Milestone:** MVP Release v1.0.0 (March 12, 2026)

### Phase 2: Advanced Features (Sprints 9-12, 8 weeks)

**Goal:** Power user features and external integrations

**Epics (4):**
1. Epic 9: Advanced Versioning & History (3 stories, 18 tests)
2. Epic 10: Advanced Search & Filter (3 stories, 32 tests)
3. Epic 11: Progress Tracking & Reporting (3 stories, 24 tests)
4. Epic 12: Advanced Import/Export (3 stories, 16 tests)

**Deliverables:**
- Temporal queries (query state at any point in time)
- Item rollback to previous versions
- Full-text search with fuzzy matching
- Complex filter expressions (AND/OR)
- Saved queries
- Automatic progress calculation with rollup
- Blocking item detection
- Progress reports and velocity tracking
- Markdown export
- Import from Jira and GitHub Projects

**Milestone:** Full Release v2.0.0 (May 7, 2026)

---

## Functional Requirements (88 Total)

### MVP Requirements (63 FRs)

**Multi-View System (FR1-FR5)** - 5 FRs
- FR1: 8 core views (FEATURE, CODE, WIREFRAME, API, TEST, DATABASE, ROADMAP, PROGRESS)
- FR2: View items by view
- FR3: Switch between views
- FR4: View-specific metadata
- FR5: Cross-view queries

**Item Management (FR6-FR15)** - 10 FRs
- FR6: Create items
- FR7: Item types (epic, feature, story, task, bug, file, endpoint, test, table, milestone)
- FR8: View item details
- FR9: Edit item properties
- FR10: Delete items (soft delete)
- FR11: Custom metadata (JSONB)
- FR12: Hierarchical relationships (parent-child)
- FR13: Item status tracking
- FR14: Item ownership
- FR15: Item timestamps

**Cross-View Linking (FR16-FR22)** - 7 FRs
- FR16: Create links between items
- FR17: Link types (implements, tests, depends_on, blocks, relates_to)
- FR18: Query links (forward and backward)
- FR19: Trace dependencies
- FR20: Impact analysis
- FR21: Delete links
- FR22: Bidirectional links

**CLI Interface (FR23-FR35)** - 13 FRs
- FR23: CLI commands for all operations
- FR24: Query by criteria
- FR25: Filter by metadata
- FR26: Full-text search
- FR27: Sort results
- FR28: Pagination
- FR29: Saved queries
- FR30: Query performance (<100ms)
- FR31: Event logging
- FR32: Event history
- FR33: Event replay
- FR34: Event retention
- FR35: Event archival

**Agent-Native API (FR36-FR45)** - 10 FRs
- FR36: Concurrent operations (1000+ agents)
- FR37: Agent registration
- FR38: Agent coordination
- FR39: Scale to 1000 agents
- FR40: Deadlock detection
- FR41: Agent failure recovery
- FR42: Lock management
- FR43: Python API
- FR44: Batch operations
- FR45: Agent activity logging

**Multi-Project Support (FR46-FR53)** - 8 FRs
- FR46: Create projects
- FR47: List projects
- FR48: Switch projects
- FR49: Project-specific config
- FR50: Cross-project queries
- FR51: Project archiving
- FR52: Project templates
- FR53: Project statistics

**Versioning & History (FR54-FR55)** - 2 FRs
- FR54: Version tracking (optimistic locking)
- FR55: History tracking

**Configuration & Setup (FR83-FR88)** - 6 FRs
- FR83: Initialize new project
- FR84: Create database structure
- FR85: Configure project settings
- FR86: Set default preferences
- FR87: Project-specific config
- FR88: Backup and restore

**Total MVP FRs:** 63

### Phase 2 Requirements (25 FRs)

**Advanced Versioning (FR56-FR59)** - 4 FRs
- FR56: Query item state at specific date
- FR57: Rollback item to previous version
- FR58: Version metadata tracking
- FR59: Temporal queries

**Advanced Search & Filter (FR60-FR67)** - 8 FRs
- FR60: Full-text search with ranking
- FR61: Filter by status
- FR62: Filter by type
- FR63: Filter by owner
- FR64: Filter by date range
- FR65: Saved queries
- FR66: Fuzzy matching
- FR67: Combined filters (AND/OR)

**Progress Tracking (FR68-FR73)** - 6 FRs
- FR68: Auto-calculate completion percentage
- FR69: Real-time progress display
- FR70: Blocking items identification
- FR71: Stalled items detection
- FR72: Progress reports
- FR73: Velocity tracking

**Advanced Import/Export (FR74-FR82)** - 7 FRs
- FR74: Export as JSON (covered in MVP)
- FR75: Export as YAML (covered in MVP)
- FR76: Export as Markdown
- FR77: Export as CSV (covered in MVP)
- FR78: Import from JSON (covered in MVP)
- FR79: Import from YAML
- FR80: Import from Jira
- FR81: Import from GitHub Projects
- FR82: Import validation (covered in MVP)

**Total Phase 2 FRs:** 25 (22 new + 3 covered in MVP)

**Grand Total:** 88 FRs

---

## Non-Functional Requirements

### Performance (NFR-P)

**NFR-P1: Query Response Time**
- Simple queries: <100ms (p95)
- Complex queries: <500ms (p95)
- Full-text search: <200ms on 10K items (p95)

**NFR-P2: Concurrent Operations**
- Support 1000+ concurrent agents
- No data corruption under concurrent load
- Optimistic locking with retry logic

**NFR-P3: Scalability**
- 100+ projects per user
- 100K+ total items across all projects
- 1M+ events in history

**NFR-P4: Database Performance**
- Connection pooling (pool_size=20, max_overflow=10)
- Query optimization with indexes
- JSONB queries using GIN indexes

### Reliability (NFR-R)

**NFR-R1: Data Integrity**
- Zero data loss
- ACID transactions
- Referential integrity enforced

**NFR-R2: Backup & Recovery**
- Automated backup capability
- Point-in-time recovery
- Export/import for data portability

**NFR-R3: Error Handling**
- Graceful degradation
- Clear error messages
- Retry logic for transient failures

### Usability (NFR-U)

**NFR-U1: CLI Responsiveness**
- Sub-second feedback for all commands
- Progress indicators for long operations
- Helpful error messages

**NFR-U2: Documentation**
- Comprehensive CLI help
- API documentation
- Examples for common workflows

**NFR-U3: Error Messages**
- Clear, actionable error messages
- Suggest fixes when possible
- Fuzzy matching for typos

### Security (NFR-S)

**NFR-S1: Local-First**
- All data stored locally
- No cloud dependency
- Full data ownership

**NFR-S2: Agent Authentication**
- Agent registration required
- Agent activity logging
- Agent-specific permissions (future)

---

## Success Metrics

### Development Metrics

| Metric | Target | Tracking Method |
|--------|--------|-----------------|
| Test Coverage | ≥85% | pytest-cov |
| Tests Passing | 100% | CI/CD |
| Code Quality | A grade | SonarQube |
| Performance | <100ms queries | Benchmarks |
| Documentation | 100% APIs | Docstrings |

### Project Metrics

| Metric | Target | Current | Status |
|--------|--------|---------|--------|
| Stories Completed | 68 | 2 (3%) | 🚧 |
| Tests Passing | 290 | 11 (4%) | 🚧 |
| Epics Complete | 12 | 0 (0%) | 🚧 |
| Overall Progress | 100% | 4% | 🚧 |

### Quality Gates

**Sprint Exit Criteria:**
1. All planned tests passing (100%)
2. Code coverage ≥85%
3. No P0/P1 bugs remaining
4. Documentation updated
5. Code reviewed
6. Demo completed

**Phase Exit Criteria (MVP):**
1. All 200 MVP tests passing
2. Performance targets met
3. User acceptance testing passed
4. Documentation complete
5. Deployment guide ready

**Phase Exit Criteria (Phase 2):**
1. All 290 tests passing
2. Advanced features working
3. External integrations tested
4. Performance benchmarks met

---

## Risk Management

### High-Risk Areas

| Risk | Impact | Probability | Mitigation | Sprint |
|------|--------|-------------|------------|--------|
| Optimistic locking complexity | HIGH | MEDIUM | Design complete, version field ready, retry logic | Sprint 2 |
| Agent coordination at scale | HIGH | MEDIUM | Connection pooling, test cases designed | Sprint 6-7 |
| Full-text search performance | MEDIUM | MEDIUM | PostgreSQL FTS, GIN indexes | Sprint 8 |
| Temporal query performance | MEDIUM | LOW | Event replay optimization, limit history depth | Sprint 9 |
| External tool integration | MEDIUM | MEDIUM | Use official APIs, test with sample data | Sprint 12 |

### Medium-Risk Areas

| Risk | Mitigation | Sprint |
|------|------------|--------|
| JSONB query complexity | Use PostgreSQL JSONB operators, indexes | Sprint 3 |
| Recursive hierarchy queries | Use CTEs, limit depth to 10 levels | Sprint 3 |
| CLI performance | Lazy loading, pagination | Sprint 4 |
| Link cycle detection | Graph algorithms, tested | Sprint 5 |
| Batch operation efficiency | Use bulk inserts, transactions | Sprint 7 |

---

## Dependencies

### External Dependencies

**Required (MVP):**
- Python 3.12+
- PostgreSQL 16+
- SQLAlchemy 2.0+
- Typer 0.9+
- Rich 13.0+
- Pydantic 2.0+
- pytest 7.4+

**Optional (Phase 2):**
- Jira API client (for import)
- GitHub API client (for import)

### Internal Dependencies

**Sprint Dependencies:**
- Sprint 2 depends on Sprint 1 (foundation)
- Sprint 3 depends on Sprint 2 (basic CRUD)
- Sprint 4 depends on Sprint 3 (items working)
- Sprint 5 depends on Sprint 4 (views working)
- Sprint 6-7 depend on Sprint 2 (optimistic locking)
- Sprint 8 depends on Sprint 1-7 (all MVP features)
- Sprint 9-12 depend on Sprint 8 (MVP complete)

**Critical Path:**
Sprint 1 → Sprint 2 → Sprint 3 → Sprint 8 (MVP)

---

## Appendices

### Appendix A: Complete FR List

See `docs/complete-traceability-matrix.md` for full FR → Story → Test Case mapping.

### Appendix B: Sprint Plan

See `docs/sprint-artifacts/complete-sprint-plan.md` for detailed 12-sprint plan.

### Appendix C: Test Designs

- `docs/test-design-epic-1.md` - Epic 1 (37 test cases)
- `docs/test-design-epic-2.md` - Epic 2 (26 test cases)
- `docs/test-design-epic-3-to-8-summary.md` - Epics 3-8 (137 test cases)
- `docs/test-design-phase-2.md` - Epics 9-12 (90 test cases)

### Appendix D: Architecture

See `docs/architecture.md` for:
- 8 Architecture Decision Records (ADRs)
- 6 Design Patterns
- Database schema
- API design

---

**Document Status:** ✅ **COMPLETE - READY FOR IMPLEMENTATION**  
**Version:** 2.0 (Enhanced)  
**Last Updated:** 2025-11-21  
**Next Review:** End of Sprint 1 (2025-12-04)
