Phase 1: Foundation Validation (Week 1)

Objective

Validate OpenCode AI as a stable foundation for building CPA-specific features before committing to full development.

Validation Tasks

Technical Validation

• OpenCode Stability Testing

  • Test with large PDF documents (tax returns, financial statements)
  • Evaluate performance with Excel spreadsheets and CSV files
  • Assess memory usage with multiple document processing sessions
  • Test error handling with malformed/corrupted documents

• AI Provider Performance

  • Test with Anthropic Claude models for financial document analysis
  • Evaluate OpenAI GPT models for tax calculation accuracy
  • Test Google Gemini integration for compliance checking
  • Assess provider switching capabilities and reliability

• TUI Interface Assessment

  • Evaluate professional appearance for client-facing work
  • Test keyboard shortcuts and workflow efficiency
  • Assess theme system for professional branding
  • Evaluate multi-session management capabilities

CPA-Specific Testing

• Document Processing Evaluation

  • Test current ReadTool with tax documents (PDFs converted to text)
  • Evaluate EditTool with financial spreadsheet data
  • Test GrepTool for finding specific tax information
  • Assess BatchTool for processing multiple client documents

• Workflow Assessment

  • Design typical CPA workflows (tax preparation, audit procedures)
  • Test multi-step document processing scenarios
  • Evaluate session management for client confidentiality
  • Assess integration potential with accounting software

Success Criteria

• Performance: <2 second response time for document operations
• Reliability: <0.1% error rate in document processing
• Stability: No crashes during 4-hour continuous use
• Professional UI: Interface suitable for client-facing work
• Provider Stability: Consistent AI model performance across sessions

Risk Assessment

• High Risk Items: Document any stability issues, performance bottlenecks
• Medium Risk Items: Note usability concerns, workflow limitations
• Low Risk Items: Minor UI/UX improvements needed

Deliverables

• Validation Report: Comprehensive assessment document
• Performance Benchmarks: Quantitative performance measurements
• Risk Analysis: Identified risks and mitigation strategies
• Go/No-Go Decision: Recommendation to proceed or pivot

Timeline

Duration: 1 week
Deadline: [Set specific date]
Decision Point: Go/No-Go meeting at end of week

Next Phase Dependencies

Success in this phase is required before proceeding to Phase 2: Core CPA Tools Development.

🔗 Related Issues: Will be linked to Phase 2 and Phase 3 issues
📋 Project: CPA AI Agent Development
🏷️ Phase: 1 - Foundation Validation