TorbatYar/docs/phase-handover/phase-af-discovery.md

# Phase Handover — AF-Discovery (Enterprise Phase Discovery Mandate)

| Field | Value |
| --- | --- |
| Phase ID | `ai-framework-discovery` |
| Title | Enterprise Phase Discovery Mandate |
| Status | Complete |
| Service(s) | N/A (documentation / process only) |
| Version | Framework discovery-1.0 (extends ADR-018) |
| Date | 2026-07-26 |
| ADR(s) | [ADR-019](../architecture/adr/ADR-019.md) (extends [ADR-018](../architecture/adr/ADR-018.md), [ADR-013](../architecture/adr/ADR-013.md)) |

## Business Analysis Summary

| Item | Detail |
| --- | --- |
| Capabilities delivered | Mandatory pre-implementation Discovery so every phase derives complete current-phase responsibility from roadmap + architecture + boundaries + prior handover + live codebase/APIs/domain/events/permissions/aggregates/tests/docs |
| Explicit non-goals honored | No business feature implementation; no retrofit of completed business phases/code; no future-phase pull-forward |

## Enterprise Phase Discovery Summary (this docs phase)

| Item | Detail |
| --- | --- |
| Discovery Record location | This handover + framework docs |
| Gaps promoted & closed | Missing Discovery process → published; loop/gates/templates updated |
| Exclusions | All business phases |
| CRUD-only rejected | Yes (process rule) |

## Enhancement Catalog

### New normative document

| Document | Purpose |
| --- | --- |
| [enterprise-phase-discovery.md](../ai-framework/enterprise-phase-discovery.md) | Absolute rules, Discovery Inputs, procedure, Missing Capability Checklist, Discovery Record template, failure policy |

### ADR

| ADR | Decision |
| --- | --- |
| [ADR-019](../architecture/adr/ADR-019.md) | Mandatory Enterprise Phase Discovery before Implementation |

### Core execution upgrades

| Document | Enhancement |
| --- | --- |
| [development-loop.md](../ai-framework/development-loop.md) | Stage 1 = Enterprise Phase Discovery; completion requires closed gaps |
| [quality-gates.md](../ai-framework/quality-gates.md) | New Enterprise Phase Discovery gate + sign-off |
| [master-prompt.md](../ai-framework/master-prompt.md) | Discovery mandatory; AI rules inventory inputs |
| [README.md](../ai-framework/README.md) | Lifecycle starts with Discovery; index + AF-Discovery handover |
| [definition-of-done.md](../ai-framework/definition-of-done.md) | Discovery checklist section |
| [mandatory-phase-artifacts.md](../ai-framework/mandatory-phase-artifacts.md) | Artifact #0 Discovery |
| [enterprise-completeness.md](../ai-framework/enterprise-completeness.md) | Discovery completeness dimension |
| [phase-template.md](../ai-framework/phase-template.md) | Full Discovery Record section |
| [phase-handover.md](../ai-framework/phase-handover.md) | Discovery summary + Discovery completeness sign-off |
| [prompt-rules.md](../ai-framework/prompt-rules.md) · [cursor-guidelines.md](../ai-framework/cursor-guidelines.md) | Discovery automatic; Discovery Order before coding |
| [documentation-template.md](../ai-framework/documentation-template.md) | Discovery Record required in phase docs |
| [project-principles.md](../development/project-principles.md) | Principle 25 |
| [docs/README.md](../README.md) · [glossary.md](../glossary.md) · [roadmap.md](../roadmap.md) · [next-steps.md](../next-steps.md) · [progress.md](../progress.md) · [module-registry.md](../module-registry.md) | Cross-links |
| [phase-manifest.yaml](../ai-framework/phase-manifest.yaml) | Phase `ai-framework-discovery` Complete |
| [ADR index](../architecture/adr/README.md) | ADR-019 listed |

## Reusable Components

| Component | Location | Reuse notes |
| --- | --- | --- |
| Discovery procedure | `docs/ai-framework/enterprise-phase-discovery.md` | Every future phase |
| Missing Capability Checklist | same | Gap analysis |
| Discovery Record template | same + phase-template | Copy into every phase doc |
| Discovery quality gate | `docs/ai-framework/quality-gates.md` | Reviewer checklist |

## Public APIs

N/A — documentation/process only.

## Events

N/A.

## Permissions

N/A.

## Extension Points

| Extension point | How to extend | Forbidden uses |
| --- | --- | --- |
| New Discovery input source | Add to Discovery Inputs table + ADR if architectural | Skipping Discovery |
| New capability class in checklist | Update checklist + DoD/completeness | Using checklist to pull future-phase products |

## Known Limitations

- Does not retrofit completed business phases with Discovery Records.
- Docs-only phases still require a Discovery Record against documentation/manifests (code may be N/A).
- Does not implement product features.

## Migration Notes

| Item | Detail |
| --- | --- |
| Alembic revision(s) | N/A |
| Upgrade steps | Next business phase must publish Discovery Record before Implementation |
| Breaking changes | None for runtime; process bar higher for **future** phases |

## Dependencies

| Dependency | Type | Required for |
| --- | --- | --- |
| ADR-018 / AF-Enterprise | Docs | Enterprise framework baseline |
| ADR-013 / Phase AF | Docs | Original framework |

## Boundary Compliance

- [x] No foreign service ownership implemented
- [x] No business logic duplication
- [x] No cross-DB access
- [x] No future-phase business functionality pulled forward

## Enterprise Completeness Sign-Off

- [x] Discovery completeness
- [x] Business completeness (framework process)
- [x] Architectural completeness (ADR-019)
- [x] API completeness (N/A — docs)
- [x] Permission completeness (N/A — docs)
- [x] Capability completeness
- [x] Event completeness (N/A — docs)
- [x] Migration completeness (N/A — docs)
- [x] Repository completeness (N/A — docs)
- [x] Validation completeness
- [x] Security completeness
- [x] Performance completeness
- [x] Documentation completeness
- [x] Testing completeness (docs-phase validation)
- [x] Tenant isolation (rules retained)
- [x] Provider abstraction (rules retained)
- [x] Integration completeness (boundary rules)
- [x] Operational readiness (in Discovery checklist)
- [x] Developer experience
- [x] Maintainability
- [x] Self Audit

## Definition of Done

- [x] Framework Discovery mandate DoD satisfied for this docs-only phase
- [x] Applicable artifacts delivered
- [x] CRUD-only N/A (no business CRUD)

## Next Phase Entry

1. This handover + [enterprise-phase-discovery.md](../ai-framework/enterprise-phase-discovery.md)
2. [ADR-019](../architecture/adr/ADR-019.md)
3. Resume business milestones per [next-steps.md](../next-steps.md) — **Discovery runs automatically; do not restate the procedure in the phase prompt**
4. Do not start a business phase from this handover unless explicitly requested

| Field | Value |
| --- | --- |
| Recommended next phase | Per [next-steps.md](../next-steps.md) (business track) — not started by this phase |
| Blockers for next phase | None from this upgrade |
| Entry checklist | Run Discovery first; publish Discovery Record; then implement promoted gaps only |

## Completion Sign-Off

- [x] Quality gates passed (documentation / architecture / cross-reference / template / manifest validation)
- [x] Enterprise Phase Discovery gate defined and satisfied for this docs phase
- [x] Documentation updated
- [x] Progress / next-steps / registries / manifests updated
- [x] No TODO for claimed deliverables
- [x] Self audit completed
- [x] Enterprise Completeness signed off
- [x] Definition of Done satisfied

## Related Documents

- [Enterprise Phase Discovery](../ai-framework/enterprise-phase-discovery.md)
- [AI / Enterprise Framework README](../ai-framework/README.md)
- [ADR-019](../architecture/adr/ADR-019.md)
- [ADR-018](../architecture/adr/ADR-018.md)
- [Phase Handover AF-Enterprise](phase-af-enterprise.md)
- [Progress](../progress.md)
- [Next Steps](../next-steps.md)