module-spec · supabase_json
Patient Visit Advocate module-spec M-02A
module-spec artifact · for Patient Visit Advocate · phase M-02A · status approved
tasks
| id | name | output | owner role | instructions |
|---|---|---|---|---|
| M02A-T1 | Workbook Structural Audit | source_verification.workbook_structure | developer_or_data_engineer | - Inspect workbook package metadata, workbook sheets, dimensions, hidden sheets/rows/columns, tables, formulas, merged cells, and defined names. - Record row counts by sheet, Q&A-like row counts by sheet, and exact master-vs-wave-sheet parity. - Calculate file checksum and save source-file metadata for provenance. |
| M02A-T2 | Corpus Count Reconciliation | source_verification.corpus_count_reconciliation | ba_or_data_engineer | - Explain the difference between the workbook summary claim and observed rows. - Classify the XLSX as complete corpus, sample corpus, summarized export, partial export, or unknown pending client clarification. - If complete corpus cannot be established from the file, produce exact clarification question for the client. |
| M02A-T3 | Import Scope Proposal | source_verification.import_scope_proposal | architect_or_ba | - Define the canonical import fields and required field validation. - Define import-count acceptance thresholds and duplicate handling. - Define which clusters must be tagged coverage_content. - Define whether M-02B may proceed with 250 rows as seed or must wait for the full 1,000+ corpus. |
| M02A-T4 | Verification Report Artifact | studio_artifacts/source-verification-report | reviewer | - Create or update a source-verification-report artifact summarizing findings, evidence, approved import count, blockers, and recommendation. - Do not mark M-02A complete unless the report resolves or explicitly carries the corpus-size blocker. |
Agent Handoff
Start Here
| id | name | output | owner role | instructions |
|---|---|---|---|---|
| M02A-T1 | Workbook Structural Audit | source_verification.workbook_structure | developer_or_data_engineer | - Inspect workbook package metadata, workbook sheets, dimensions, hidden sheets/rows/columns, tables, formulas, merged cells, and defined names. - Record row counts by sheet, Q&A-like row counts by sheet, and exact master-vs-wave-sheet parity. - Calculate file checksum and save source-file metadata for provenance. |
| M02A-T2 | Corpus Count Reconciliation | source_verification.corpus_count_reconciliation | ba_or_data_engineer | - Explain the difference between the workbook summary claim and observed rows. - Classify the XLSX as complete corpus, sample corpus, summarized export, partial export, or unknown pending client clarification. - If complete corpus cannot be established from the file, produce exact clarification question for the client. |
| M02A-T3 | Import Scope Proposal | source_verification.import_scope_proposal | architect_or_ba | - Define the canonical import fields and required field validation. - Define import-count acceptance thresholds and duplicate handling. - Define which clusters must be tagged coverage_content. - Define whether M-02B may proceed with 250 rows as seed or must wait for the full 1,000+ corpus. |
| M02A-T4 | Verification Report Artifact | studio_artifacts/source-verification-report | reviewer | - Create or update a source-verification-report artifact summarizing findings, evidence, approved import count, blockers, and recommendation. - Do not mark M-02A complete unless the report resolves or explicitly carries the corpus-size blocker. |
Completion Evidence
| id | criterion |
|---|---|
| M02A-AC-001 | Workbook structure audit includes sheet list, visibility state, dimensions, hidden row/column/table findings, defined names if present, and checksum/source metadata. |
| M02A-AC-002 | Report gives exact Q&A-like row counts by wave, cluster if possible, category, and master sheet, with duplicate/parity notes. |
| M02A-AC-003 | Report reconciles or explicitly blocks the 1,000+ vs 250 observed Q&A discrepancy. |
| M02A-AC-004 | Import scope proposal lists canonical fields, required validations, coverage-content cluster tagging, provenance fields, lint/review fields, and duplicate strategy. |
| M02A-AC-005 | M-02B is not approved unless M-02A records an approved import count and source completeness decision. |
| M02A-AC-006 | If client clarification is required, the exact client question is captured and M-02B remains blocked. |
Goal
Verify the client-provided Pocket Advocate Q&A workbook shape, reconcile corpus-size claims, and produce an approved import scope before any ingestion, UI build, or AI-generation use of the Q&A corpus.
Structured Payload
Machine-readable source fields
goal
Verify the client-provided Pocket Advocate Q&A workbook shape, reconcile corpus-size claims, and produce an approved import scope before any ingestion, UI build, or AI-generation use of the Q&A corpus.
tasks
| id | name | output | owner role | instructions |
|---|---|---|---|---|
| M02A-T1 | Workbook Structural Audit | source_verification.workbook_structure | developer_or_data_engineer | - Inspect workbook package metadata, workbook sheets, dimensions, hidden sheets/rows/columns, tables, formulas, merged cells, and defined names. - Record row counts by sheet, Q&A-like row counts by sheet, and exact master-vs-wave-sheet parity. - Calculate file checksum and save source-file metadata for provenance. |
| M02A-T2 | Corpus Count Reconciliation | source_verification.corpus_count_reconciliation | ba_or_data_engineer | - Explain the difference between the workbook summary claim and observed rows. - Classify the XLSX as complete corpus, sample corpus, summarized export, partial export, or unknown pending client clarification. - If complete corpus cannot be established from the file, produce exact clarification question for the client. |
| M02A-T3 | Import Scope Proposal | source_verification.import_scope_proposal | architect_or_ba | - Define the canonical import fields and required field validation. - Define import-count acceptance thresholds and duplicate handling. - Define which clusters must be tagged coverage_content. - Define whether M-02B may proceed with 250 rows as seed or must wait for the full 1,000+ corpus. |
| M02A-T4 | Verification Report Artifact | studio_artifacts/source-verification-report | reviewer | - Create or update a source-verification-report artifact summarizing findings, evidence, approved import count, blockers, and recommendation. - Do not mark M-02A complete unless the report resolves or explicitly carries the corpus-size blocker. |
inputs
| path | role | required |
|---|---|---|
| C:/Users/jstnk/Downloads/pocket_advocate_all_waves.xlsx | client Q&A seed corpus | true |
| C:/Users/jstnk/Downloads/pocket_advocate_dev_reference.docx | client compliance and content-boundary guide | true |
module
id
M-02A
name
Q&A Source Verification
status
complete
status
complete_accepted_for_v1_seed_scope
product
Pocket Advocate / Patient Visit Advocate
why now
The workbook summary claims 1,000+ Q&As, but direct Office XML extraction found 250 Q&A-like rows and no hidden rows/tables. Ingestion scope must be factual before estimating build work or seeding product behavior.
blockers
| id | status | resolution | description |
|---|---|---|---|
| BLOCK-M02A-001 | resolved | Owner decision: provided XLSX is authoritative V1 seed at 250 rows; 1,000+ claim is not import scope. | The XLSX contains 250 Q&A-like rows while summary copy claims 1,000+ Q&As. Build and ingestion estimates must not assume 1,000+ until reconciled. |
next step
Draft/approve M-02B against the accepted 250-row V1 seed; any product schema/import work targets Projects/Product DB, while RedKey stores artifacts only.
non goals
- Do not import Q&A content into production tables.
- Do not build Q&A UI.
- Do not rewrite content language yet.
- Do not approve public launch or attorney-review readiness.
project id
31d7f681-bed2-44e9-9a55-b9fadcbba0da
schema version
1.0
output artifacts
| status | description | artifact type |
|---|---|---|
| required | Verification report and import-scope recommendation for Pocket Advocate workbook. | source-verification-report |
| future | Only after source-verification-report is accepted should EXEC_PLAN_REVIEW approve M-02B. | exec-plan-review |
scope correction
reason
Justin clarified product DB work belongs in the Projects/Product DB. RedKey remains the planning/orchestration artifact store.
corrected at
2026-05-07T18:45:10.665Z
corrected by
atlas-codex
redkey db scope
studio_projects, studio_artifacts, module specs, verification reports, orchestration/planning state
projects product db scope
Pocket Advocate product tables, Q&A corpus, import batches, Q&A items, lint/review records used by app runtime
source artifacts
| id | artifact id | version at creation |
|---|---|---|
| client-source-reference | fb647c16-c6de-412b-a46f-56746971cf25 | |
| compliance-gap-review | 1709cbbf-8bc3-44d0-b580-e5a38baf4a94 | |
| plan | 98a26319-8d8d-48bd-b0f9-abcf0e20de46 | 5 |
acceptance criteria
| id | criterion |
|---|---|
| M02A-AC-001 | Workbook structure audit includes sheet list, visibility state, dimensions, hidden row/column/table findings, defined names if present, and checksum/source metadata. |
| M02A-AC-002 | Report gives exact Q&A-like row counts by wave, cluster if possible, category, and master sheet, with duplicate/parity notes. |
| M02A-AC-003 | Report reconciles or explicitly blocks the 1,000+ vs 250 observed Q&A discrepancy. |
| M02A-AC-004 | Import scope proposal lists canonical fields, required validations, coverage-content cluster tagging, provenance fields, lint/review fields, and duplicate strategy. |
| M02A-AC-005 | M-02B is not approved unless M-02A records an approved import count and source completeness decision. |
| M02A-AC-006 | If client clarification is required, the exact client question is captured and M-02B remains blocked. |
observed source state
file
C:/Users/jstnk/Downloads/pocket_advocate_all_waves.xlsx
discrepancy
Workbook marketing/summary text says 1,000+ Q&As, but the physical XLSX currently contains 250 Q&A-like rows across wave sheets and 250 rows in the master sheet.
sheet count
10
file size bytes
123952
extraction method
read-only Office Open XML ZIP/XML inspection, no Excel automation
hidden rows observed
0
shared strings count
0
excel tables observed
0
hidden sheets observed
0
workbook summary claims
waves
8
answer format
- What to Know
- Questions to Ask Your Provider
- What to Watch For
total qas label
1,000+
answer categories
4
specialist clusters label
50+
observed qna like counts
wave 1
35
wave 2
30
wave 3
30
wave 4
30
wave 5
30
wave 6
30
wave 7
30
wave 8
35
master sheet
250
wave sheets total
250
recommended execution
mode
atlas_local_read_only_first
rationale
The first pass is source verification against local client files and should not mutate product tables.
allowed writes
- studio_artifacts/source-verification-report
forbidden writes
- production Q&A tables
- app UI code
- worker dispatch for ingestion
next step after approval
Run M-02A verification locally, create source-verification-report, then decide whether to approve M-02B ingestion for the observed 250-row seed or request a full corpus from the client.
source verification report
status
accepted
artifact id
20f31336-e9fb-4059-be3a-176e11d1d720
accepted import scope
250 Q&A rows across 50 clusters