# Runbook - Pilot UAT

## Participants

- Operators
- Supervisor
- Analyst
- Admin
- Business owner
- IT owner

## Scope Rules

- Freeze the pilot scope using `docs/gates/mvp-pilot-baseline.md`.
- Do not record out-of-scope feature requests as MVP defects.
- Route deferred requests to `docs/roadmap/05-wave2-backlog.md`.

## Preparation

1. Run environment preflight:
   - Existing environment: `python scripts/uat_preflight.py --base-url http://<gateway-host>:8080`
   - Local auto-start: `python scripts/uat_preflight.py --auto-start`
2. Run UAT dry-run package generator:
   - Existing environment: `python scripts/uat_dry_run.py --base-url http://<gateway-host>:8080 --update-defect-register`
   - Local auto-start: `python scripts/uat_dry_run.py --auto-start --update-defect-register`
3. Create session protocol from template or generated artifact:
   - `docs/uat/session-template.md`
   - Recommended bundle generator:
     - `python scripts/uat_manual_prepare.py --environment-url http://<pilot-gateway>:8080`
4. Prepare defect log file:
   - `docs/uat/defect-log-template.csv`
5. Confirm the pilot gateway URL and the build under test in the session protocol.

## Mandatory scenarios

- Execute all scenarios from:
  - `docs/uat/scenario-checklist.md`
- Required scope:
  - auth login and RBAC deny
  - customer create/search
  - voice lifecycle
  - assignment and escalation
  - routing and timeline verification
  - voice event intake
  - Telegram lifecycle
  - supervisor realtime
  - KPI report and CSV
  - KB usage in handling flow
  - backup/restore verification
  - load test baseline (`100 voice + 100 digital`)

## Defect triage

- `P1`: acceptance impossible, fix in MVP immediately
- `P2`: key journey broken, fix in MVP immediately
- `P3`: acceptable with limitation, defer unless it blocks sign-off
- `P4`: cosmetic or backlog-only

Only `P1` and `P2` defects belong to the MVP remediation cycle.

## Evidence package

- Preflight report from `docs/uat/evidence/`
- Completed scenario checklist
- Completed session protocol
- Filled defect log
- Signed sheet from `docs/uat/signoff-template.md`
- Updated `docs/gates/p1-p2-defects.md`

## Formal closure

After manual signatures are collected and no open `P1/P2` items remain:

- Optional validation only:
  - `python scripts/finalize_mvp_pilot.py --session-dir docs/uat/evidence/manual_<session-id> --dry-run`
- Run:
  - `python scripts/finalize_mvp_pilot.py --session-dir docs/uat/evidence/manual_<session-id>`
- This updates:
  - `docs/gates/gate-04-pilot-hardening.md`
  - `docs/gates/p1-p2-defects.md`
  - `docs/releases/v1.0.0-mvp-accepted.md`

## Exit criteria

- No open P1 defects
- No open P2 defects
- Critical user journeys approved
- Sign-off captured from business and IT owners