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docs/engineering/bug-prioritization.md
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docs/engineering/bug-prioritization.md
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# Bug Prioritization
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The following is a draft of guidelines for prioritizing bugs and incident responses that arise during tax season. For the below, we expect releases to happen weekly.\
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\
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**Rank 0 (R0): Emergency Hotfix, needs to ship as soon as possible**
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* You can't submit a tax return (as an individual or to a state) for \>1% of submissions
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* Refund or amount due calculation is incorrect and we know taxpayers are being affected by the issue
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* Security incident or PII is exposed
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* Direct File is down or significantly degraded
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* High traffic feature where functionality is broken or not available, and no workaround
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\
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**R1: Now, Showstopper fix for the next immediate release**
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* High traffic functionality is broken - difficult or time consuming workaround
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* Medium traffic functionality is broken for a smaller percentage of taxpayers (10 - 50%) with no workaround
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* Submissions to states or MeF are blocked for \<1% of taxpayers
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* Direct file performance is degraded (metric)
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* Refund or amount due calculation would be incorrect but circumstances to trigger the issue are rare enough that production users are unlikely to be affected before scheduled release.
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\
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**R2: Next, fix for the scheduled release following the next immediate release**
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* High value taxpayer experience improvements: Medium, high, to very high traffic feature has confusing functionality with a workaround
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* Low traffic functionality is broken for a smaller percentage of taxpayers (10 - 50%)
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\
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**R3: Later this tax season**
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* Usability feedback (via customer support or other sources): improves a medium traffic feature but there is a current workaround
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* Low traffic functionality is broken for a smaller percentage of taxpayers (\<10%)
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\
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**R4: Consider for this tax season**
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* Nice to have usability improvements, functionality not needed to perform daily work and is not time sensitive
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\
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**R5: backlog for future tax seasons**
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* Unlikely to get to these: low impact improvements
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## References
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* Last year's guidelines
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* P0: emergency, merits a hotfix\
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P1: a **must**/show stopper for the next scheduled release\
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P2: a **should** for the next scheduled release\
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P3: a **must** for this tax season\
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P4: a **should** for this tax season\
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P5: backlog for future tax seasons
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* Feedback from states
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* ability to submit a return is impacted (critical)
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* ability to accurately _calculate_ state taxes is impacted (high priority)
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* smooth user experience for TP when doing their state taxes (lower priority)
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* Tax Logic Priority Scale
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* P0: Yesterday (needs to ship as soon as possible, probably an incident)
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* P1: Now (needs to be in the next regular release)
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* P2: Next (should be release after next)
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* P3: Later
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* P4: Before the end of filing season
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* P5: After filing season
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* CfA user pain score calculator: https://files.codeforamerica.org/2022/11/29092445/Client-Pain-Score-User-Pain-Score.pdf
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* Note: we chose Rank (R0) vs. Priority (P0) because there is a separate IRWorks priority that uses a different "P" scale
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