MWMS Opportunity Intake Phase One Acceptance Checklist

Document Type: Protocol
Status: Active
Version: v2.0
Authority: HeadOffice
Applies To: Phase 1 build validation for mwmsbrain.site Opportunity Intake System
Parent: HeadOffice Brain
Last Reviewed: 2026-04-25


Purpose

This protocol defines the acceptance criteria for Phase 1 of the MWMS Opportunity System build.

Its purpose is to ensure that:

• the intake system is truly usable
• the system behaves correctly under real use
• development is complete to required standard
• no critical functionality is missing
• the system is ready for real operation
• Phase 1 provides a stable foundation for future system layers

This checklist provides a clear pass/fail standard for Phase 1 completion.


Scope

This protocol applies to:

• Affiliate Brain Intake Queue
• Opportunity Intake Record Screen
• Intake Status System
• basic workflow functionality

It defines:

• required functionality
• usability requirements
• system behavior validation
• acceptance conditions

It does not include:

• evaluation system
• measurement planning
• forecasting
• testing system
• finance controls
• learning system
• dashboards


Core Principle

Phase 1 is complete only when the system is usable without friction.

“Built” is not equal to “usable.”

The system must pass real usage scenarios.


Acceptance Categories

Phase 1 must pass all categories:

• Record Creation
• Data Storage
• Queue Functionality
• Status Management
• Usability
• Stability


1. Record Creation


Requirements

Martyn must be able to:

• create a new opportunity record
• enter all required fields
• save the record successfully


Required Fields

• Product Name
• Product Link
• Platform
• Vendor Name
• Discovery Source
• Date Found


Acceptance Criteria

• form loads correctly
• all required fields are visible
• form submission works
• no errors on valid input
• user is not blocked unnecessarily


2. Data Storage


Requirements

System must:

• store all entered data
• retain data after page refresh
• persist records correctly


Acceptance Criteria

• data remains after saving
• no data loss occurs
• records are retrievable
• data consistency is maintained


3. Queue Functionality


Requirements

System must:

• display all opportunity records
• show records in list format
• group by status


Queue Must Show

• Product Name
• Platform
• Vendor
• Date Found
• Status


Acceptance Criteria

• new records appear immediately
• records display correctly
• grouping works as expected
• multiple records display correctly


4. Status Management


Requirements

User must be able to:

• set status to New
• move to Under Review
• reject opportunity
• escalate opportunity


Acceptance Criteria

• status updates correctly
• status changes persist
• UI reflects new status immediately
• no invalid states exist


5. Usability


Requirements

System must be:

• easy to use
• fast to interact with
• clear in layout


Acceptance Criteria

• form can be completed without confusion
• no unnecessary steps
• minimal clicks required
• navigation is intuitive
• user does not need instructions to operate


6. Stability


Requirements

System must:

• not crash during use
• handle multiple records
• handle repeated usage


Acceptance Criteria

• no system errors
• no broken screens
• consistent behavior across actions
• no data corruption


Functional Test Scenarios


Scenario 1 — Create Record

• create new opportunity
• save
• verify appears in queue


Scenario 2 — Update Status

• change status to Under Review
• verify update in queue


Scenario 3 — Reject Record

• reject opportunity
• verify moved to rejected group


Scenario 4 — Escalate Record

• escalate opportunity
• verify status change


Scenario 5 — Reload System

• refresh page
• confirm all records persist


Scenario 6 — Multiple Records (NEW)

• create multiple opportunities
• verify all display correctly
• verify no duplication or loss


Pass Criteria

Phase 1 is accepted only if:

• all categories pass
• all scenarios pass
• no major usability issues exist
• system is stable under normal use
• system can be used immediately without guidance


Fail Criteria

Phase 1 must be rejected if:

• required fields are missing
• data is not saved correctly
• queue does not display properly
• status changes fail
• system is confusing to use
• system crashes or errors occur
• data is inconsistent or lost


What Is NOT Required For Phase 1

The following must NOT be included:

• Offer Intelligence system
• measurement planning
• forecasting
• testing workflows
• finance controls
• dashboards
• automation
• AI features

These are part of later phases.


Controlled Loss Alignment

This phase supports the MWMS Controlled Loss Principle by:

• ensuring structured opportunity entry
• preventing untracked opportunities
• improving early-stage filtering
• preparing clean input for future testing


Governance Role

This protocol ensures:

• development meets required standard
• system is usable before expansion
• future phases build on a stable foundation
• system progression remains controlled


Relationship To Other MWMS Pages

This protocol operates alongside:

• MWMS Opportunity System Implementation Brief For M
• MWMS Opportunity System Build Order
• Affiliate Brain Offer Intake Form
• Affiliate Brain Opportunity Intake Workflow
• Affiliate Brain Intake Screen Specification


Drift Protection

The system must prevent:

• incomplete builds being accepted
• missing core functionality
• adding future features prematurely
• misalignment with implementation brief
• premature system expansion


Architectural Intent

This checklist ensures MWMS starts with:

👉 a usable foundation

not:

👉 a partially working system

It guarantees that Phase 1 produces a real operational tool.


Change Log

Version: v2.0
Date: 2026-04-25
Author: HeadOffice


Change

Updated Acceptance Checklist to:

• align with updated Opportunity System structure
• improve validation clarity
• add multi-record testing scenario
• reinforce Phase 1 boundaries
• ensure stronger usability and stability validation


Pages Updated

MWMS Opportunity Intake Phase One Acceptance Checklist


Pages Created

None


Registries Requiring Update

None


End of Protocol