Project-SDE-WP-Suite/IMPLEMENTATION.md

# Work Package Suite — Implementation Plan

Derived from **Consolidated Change Request R2**, August 14, 2026.
Companion document for humans: `WorkPackageSuite_Consolidated_Change_Request_R2.docx`.

55 items, 9 waves, dependency-ordered. Read `CLAUDE.md` first.

Ten further items (`D1`-`D10`) were decided on August 18 2026 and are recorded in
`docs/waves/decisions-2026-08-18.md`. 65 items total.

---

## 1. Where this came from

Three inputs were merged to produce this plan:

| Source | Produced | IDs |
|---|---|---|
| 13 in-app feedback comments, Aug 14 2026 (01:11–01:32 PM) | Functional change requests | `CR-001`–`CR-018` |
| Micron EUV review meeting, Aug 14 2026 | Functional change requests and context | included above |
| UX review of `html/`, Aug 14 2026, branch `users/directory-super-user` | Rendering defects, structural findings, proposal assessment | `F1`–`F6`, `S1`–`S13`, `A1`–`A7`, `B1`–`B7`, `C1`–`C4` |

`F1`–`F6` were verified in a browser and are reproducible. `S1`–`S13` were read from source
and carry file and line references. `A`/`B`/`C` items assess a separately proposed UX change
list; their IDs are carried over unchanged so the two documents line up.

## 2. Decisions (all closed)

Approved by Nick Siegfried, August 14 2026. Nothing in this plan is blocked pending a
decision. Do not reopen these without a spec revision.

| ID | Decision |
|---|---|
| `CR-009` | **Keep and extend Kitting.** Build `CR-010`, `CR-011`, `CR-012`. Ship it toggled **off** for the Micron EUV SOP via the `CR-006` section toggles. Kitting is not happening at Micron today; the team expects to get there. |
| `CR-013` | **Build the lightweight material request.** Line items (description, quantity, unit), needed-by date, requestor, delivery location, status. **Defer** the parts catalog, live inventory, and warehouse integration. Sequence after the creator has real section structure (see `X6`). |
| `B7` | **Dissolve the creator iframe.** Scheduled as `T7.1`, the first task of wave 7. This is the largest engineering item in the plan and most of wave 7 depends on it. |
| `C1` | **Accessibility is in scope.** Fold it into components already being rebuilt rather than treating it as a separate pass. Rules are in `CLAUDE.md`. |

> `B7` was confirmed as "dissolve the iframe" on August 14 2026 and again at the wave 7
> handoff. It is not a scheduling decision.

**A second set of decisions closed on August 18 2026**, at the wave 6 exit, in answer to
twenty-one questions and eleven follow-ups. They are recorded in
`docs/waves/decisions-2026-08-18.md` as `D1`-`D10`. They add three tasks and amend
acceptance criteria on seven others; they do not reopen anything above.

| ID | Decision | Amends |
|---|---|---|
| `D1` | Sample data returns to the creator, visible on the unframed page | `B7`, `S7` |
| `D2` | The QA distribution list is configured in the SOP, not per work package | `CR-014` |
| `D3` | The creator stays one page: side navigation plus collapsible sections | `F6` |
| `D4` | `Urgent` surfaces the audited override; it does not bypass the constraint gate | `CR-003`, `A1` |
| `D5` | Usage data moves to the admin console | `B7` |
| `D6` | The material list uploads at SOP configuration | `CR-013` |
| `D7` | Archived projects are readable, by project admins only | `B3`, `C1` |
| `D8` | 5MB a file, 2GB a project, PDFs and images, stored in the same database | `CR-007` |
| `D9` | `Ready for QA` appears in Field View | `CR-014` |
| `D10` | Email is switched on and off from the admin console | `CR-011`, `CR-014` |

## 3. Cross-track dependencies

These are the reason the wave order is what it is. Each row is a change request that cannot
be built as written, or cannot be built once, until something else lands.

| ID | Item | Depends on | Type | Why |
|---|---|---|---|---|
| `X1` | `CR-011`, `CR-014` | `S3` | **Blocking** | Both promise an email containing a direct link to the work package. There is no `pushState` anywhere in the app, so no work package has an addressable URL. The emails cannot be built until URL state exists. |
| `X2` | `CR-015` | `A1` | **Blocking** | The hold-not-clearing bug and the transition model are the same code. `confirmEarlyRelease()` in `wp-creation-app.js` is a deliberate logged-override path, so hold state is not purely derived from open constraints. Fixing them separately means fixing it twice. **Corrected Aug 18 2026:** this row and `CLAUDE.md` both cited `wp-creation-app.js:1962-1972`, which is `deletePackage()`/`clearSaved()`. The override path is `confirmEarlyRelease()`, called from the issue and release paths. Named by function so it survives the `T7.1` rewrite. |
| `X3` | `CR-014` | `A1` | Sequencing | `Ready for QA` is a new state and must land inside the guarded transition model, not beside it. |
| `X4` | `CR-006` | `B7` | Sequencing | Section toggles must suppress sections inside the creator, which is an iframe child until `T7.1`. |
| `X5` | `CR-004`, `CR-018` | `B4` | **Blocking** | Rollup by building, floor and sector cannot come from `localStorage`. Same data dependency that blocks the pipeline strip. |
| `X6` | `CR-013` | `F6`, `A4` | Sequencing | A material request card is a 12th card on a form already ~4,700px tall. Build it after the form has section structure. |
| `X7` | `CR-003` | `C3` | Sequencing | Priority color coding needs one source of truth for color, or Normal/High/Urgent get four implementations. |
| `X8` | `CR-007` | `F2`, `S2` | **Blocking** | Offline drawing access is a tablet feature and the app bar breaks at 390px. Uploading into a form with no autosave risks losing the upload. |
| `X9` | `CR-005` | `A4`, `F5`, `S9` | Sequencing | A new wizard step should be built during the stepper rebuild, with the read-only-looking fields and keyboard access fixed at the same time. |
| `X10` | `CR-002`, `CR-016` | `CR-006`, `C3` | Sequencing | Both removals are expressed as toggles, not deletions. Without token consolidation the toggled styling drifts. |

## 4. Wave order

| Wave | Focus | File | Items |
|---|---|---|---|
| 0 | Orientation and file map | `docs/waves/wave-0.md` | — |
| 1 | Rendering defects and tooling | `docs/waves/wave-1.md` | `F1` `F3` `F4` `F5`(interim) `S13` |
| 2 | Drawer everywhere, flat strip deleted | `docs/waves/wave-2.md` | `B1` `S4` `F2` |
| 3 | Token consolidation and button system | `docs/waves/wave-3.md` | `C3` `S5` `A3` `A5` |
| 4 | Platform prerequisites | `docs/waves/wave-4.md` | `B4` `S3` `S2` `B5` `S10` `S11` `S12` |
| 5 | Launcher and SOP wizard | `docs/waves/wave-5.md` | `A4` `B3` `S9` `CR-005` `CR-006` `CR-002` `CR-016` `S1`(wizard) |
| 6 | Work package general information | `docs/waves/wave-6.md` | `CR-001` `CR-003` `CR-004` `CR-018` `A7` |
| 7 | The creator | `docs/waves/wave-7.md` | `B7` `A1` `CR-015` `A2` `A6` `CR-014` `CR-007` `B6` `S1`(creator) `F6` `D1` `D2` `D3` `D4` `D5` `D8` `D9` `D10` |
| 8 | Kitting and material | `docs/waves/wave-8.md` | `CR-009` `CR-010` `CR-011` `CR-012` `CR-013` `D6` `D10` |
| 9 | Verification and cleanup | `docs/waves/wave-9.md` | `CR-008` `CR-017` `S6` `S7` `C1` `C2` `C4` `D7` |

**Waves 1 through 4 produce almost no field-visible change.** That is deliberate and it is
roughly the first third of the effort. It is called out here because the Micron team is
already skeptical about time spent, and silence during these waves reads as nothing
happening. The trade is that waves 5 through 8 land once instead of being rebuilt, which is
the failure mode the review documented at `work-package-suite-styles.css:336`.

### Deltas from the R2 sequence

The R2 document's nine-wave table did not place `A5`, `A7`, or `F6`. This plan places `A5`
in wave 3 (it depends on token consolidation), `A7` in wave 6 (it is general-information
surface work), and `F6` in wave 7 (its actual fix is section tabs, not a CSS change). `F2`
moves fully to wave 2 because `B1` resolves it; wave 1 only stops the clipping.

## 5. Task format

Every task in a wave file follows this shape. Do not start a task that is missing a
done-when list; flag it instead.

```markdown
### T5.4 — CR-005: Upload location lists at SOP setup

- **Items:** CR-005
- **Depends on:** T5.1
- **Blocks:** T6.3
- **Surface:** html/ + server/
- **Files:** <paths from docs/reference/file-map.md>
- **Do:** ...
- **Do not:** ...
- **Done when:**
  - [ ] verifiable check
  - [ ] verifiable check
```

`Done when` entries must be checkable by running or looking at something. "Confirm with
Nick" is never a done-when; it goes in the PR description.

## 6. Traceability

Every one of the 55 items appears in exactly one wave, except where noted.

| Item | Wave | Item | Wave | Item | Wave |
|---|---|---|---|---|---|
| CR-001 | 6 | F1 | 1 | A1 | 7 |
| CR-002 | 5 | F2 | 1 interim, 2 full | A2 | 7 |
| CR-003 | 6 | F3 | 1 | A3 | 1 interim, 3 full |
| CR-004 | 6 | F4 | 1 | A4 | 5 |
| CR-005 | 5 | F5 | 1 interim, 3 full | A5 | 3 |
| CR-006 | 5 | F6 | 7 | A6 | 7 |
| CR-007 | 7 | S1 | 5 wizard, 7 creator | A7 | 6 |
| CR-008 | 9 | S2 | 4 | B1 | 2 |
| CR-009 | 8 | S3 | 4 | B2 | 2 |
| CR-010 | 8 | S4 | 2 | B3 | 5 |
| CR-011 | 8 | S5 | 3 | B4 | 4 |
| CR-012 | 8 | S6 | 9 | B5 | 4 |
| CR-013 | 8 | S7 | 9 | B6 | 7 |
| CR-014 | 7 | S8 | 9 | B7 | 7 |
| CR-015 | 7 | S9 | 5 | C1 | all, audited in 9 |
| CR-016 | 5 | S10 | 4 | C2 | all, audited in 9 |
| CR-017 | 9 (guard only) | S11 | 4 | C3 | 3 |
| CR-018 | 6 | S12 | 4 | C4 | 4 and 9 |
|  |  | S13 | 1 |  |  |

### The August 18 items

| Item | Wave | Task | Item | Wave | Task |
|---|---|---|---|---|---|
| D1 | 7 | T7.1 | D6 | 8 | T8.6 |
| D2 | 7 | T7.6 | D7 | 9 | T9.8 |
| D3 | 7 | T7.2 | D8 | 7 | T7.7 |
| D4 | 7 | T7.3 | D9 | 7 | T7.6 |
| D5 | 7 | T7.10 | D10 | 7 and 8 | T7.6, T8.3 |

That is 65 items across 9 waves. `D10` is the only one split across two waves: the gate and
its console control are built once at `T7.6` and reused by `T8.3`.

`F5` and `A3` are the same defect from two sources. `C1` and `C2` are standing requirements
enforced per task under `CLAUDE.md`, with a dedicated audit in wave 9. `CR-017` is a
do-not-remove guard rather than a build.

## 7. Out of scope

Deferred by decision. Do not build these, and do not treat them as gaps:

- Full material request and inventory system, including the parts catalog and warehouse
  integration. Revisit once Paul Coonrod is engaged.
- Asset database integration. Clinton's team owns that database; the Assets section is
  toggled off in the interim (`CR-016`).
- CxAlloy or GC QA system integration. The QA gate is notification-only until CxAlloy lands.
- P6 activity list import and validated lookup. `CR-001` uses free text.

## 8. Inputs the plan is waiting on

These do not block code, but they block the data that makes several features real. Track
them; do not invent placeholder values in their absence.

| Input | Owner | Blocks |
|---|---|---|
| B100 floor and area list | David Leal | `CR-004`, `CR-005` real data |
| Material spreadsheet | Nate, via David Leal | `CR-013` field set |
| Master material workbook, preferred request format | Paul Coonrod | `CR-013` scope |
| QA process of record (Excel questionnaire moving into CxAlloy) | David Ramstorf, Lupe, Cody Schaefer | `CR-014` beyond notification |

Where a list is required and not yet supplied, build the upload path (`CR-005`) and seed with
an obviously-fake sample. Do not hardcode guessed floor names.

**Status, August 18 2026.** None of the four has arrived. Confirmed at the wave 6 exit that
this does not change the plan: `D6` extends the `CR-005` upload pattern to the material list
so `CR-013` is buildable without Nate's spreadsheet, and the B100 list is still expected
through the same door. Because no real list has ever been loaded, every location on record
is sample data - which is why the free-text migration question was closed without work
(`decisions-2026-08-18.md`, "Closed without work"). That answer does not survive the first
real project.