generated from john/python-template
Used co-pilot for complete review of all documentation, including extensive revision of v1.md
This commit is contained in:
Jim Lancaster
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# Version 1 Implementation Plan
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This plan defines the path from MVP to **Version 1 complete**.
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The objective is to deliver the full scoped product with production readiness, while explicitly separating refinements/enhancements into a future document.
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This plan defines the path from current implementation to **Version 1 complete**, aligned to the updated domain model:
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- `Document` groups one or more content `Source` records
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- `Job` owns original immutable provider output (`text`) and processing metadata
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- `Revision` stores optional user-authored edits linked to a `Source`
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The objective is to complete V1 scope with production readiness while keeping non-V1 enhancements out of active delivery.
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---
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## 0) Plan Governance & Scope Control (Foundation)
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## V1 Completion Definition
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**Goal:** Keep execution focused on V1 completion, not optimization/perfection.
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V1 is complete when all of the following are true:
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### Implementation Steps
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1. Create and maintain a **V1 Traceability Matrix**:
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- Requirement ID
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- Current status (`done`, `partial`, `not started`)
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- Owner
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- Validation method
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2. Define V1 completion gates:
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- Functional complete
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- Operationally complete
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- Production-ready complete
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3. Snapshot the MVP baseline (tag/changelog reference).
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4. Create a standing rule: any non-V1 idea is logged to a separate enhancements backlog document (to be named later), not added to active V1 scope unless explicitly approved.
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1. **Functional complete**
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- Upload, queue, processing, status display, and transcription result inspection work end-to-end.
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- Optional revision workflow is implemented (create/list/view).
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2. **Data-model complete**
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- Runtime behavior, persistence, and tests all align to `Document` / `Source` / `Job` / `Revision`.
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3. **Operational complete**
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- Error handling, logs, and runbooks support reliable operation.
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4. **Documentation complete**
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- Architecture, requirements, schema, error handling, and index are consistent and current.
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---
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## Phase 1 — Data Contract Stabilization (Schema-First)
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**Goal:** Lock a single canonical contract before further feature work.
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### Tasks
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1. Confirm and document invariants:
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- `Job.text` is original immutable transcription output.
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- `Revision` is optional and user-authored.
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- Revisions may derive from original `Job.text` or a previous revision.
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2. Verify relationship cardinality assumptions:
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- `Document` -> many `Source`
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- `Document` -> many `Job`
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- `Source` -> one `Job`
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- `Source` -> many `Revision`
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3. Ensure field naming consistency (`date_created`, `date_updated`, `date_uploaded`) across code and docs.
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4. Freeze V1 status lifecycle to current implementation (`queued`, `processing`, `transcribed`, `failed`).
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### Deliverables
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- `docs/ver1/ver1.md` (this plan)
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- V1 traceability artifact (linked from here when created)
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- Updated `docs/schema.md` and `docs/requirements.md` traceability alignment.
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- Explicit V1 data invariants section in architecture docs.
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### Exit Criteria
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- Every in-scope requirement has explicit ownership and status.
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- Scope-change process is agreed and followed.
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- No conflicting definitions of ownership/cardinality/status remain in docs.
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---
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## 1) Architecture Consolidation
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## Phase 2 — Service Layer Refactor To New Model
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**Goal:** Align implementation with the intended architecture and reduce MVP shortcuts.
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**Goal:** Remove all obsolete `Transcript` assumptions from service/workflow code.
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### Implementation Steps
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1. Compare implemented modules/components with architecture documentation.
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2. Identify and classify architectural debt:
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- Temporary coupling
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- Missing interfaces
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- Placeholder services/components
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3. Resolve high-risk architectural gaps first.
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4. Record key decisions and tradeoffs in ADRs.
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### Tasks
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1. Refactor `services/transcription.py`:
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- Replace transcript CRUD assumptions with job-output + revision operations.
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2. Refactor `services/jobs.py`:
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- Replace old timestamp/relationship accessors with current model fields.
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3. Refactor `services/documents.py` and `services/store.py`:
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- Ensure upload creates and links `Document`, `Source`, and `Job` correctly.
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4. Refactor `services/workflows.py`:
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- Persist original provider output to `Job`.
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- Persist failure detail to `Job.error_detail`.
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- Use `Revision` only for user-authored edits.
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### Deliverables
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- Updated architecture diagrams and boundaries
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- ADR entries for major decisions
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- Service layer fully aligned with new schema.
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### Exit Criteria
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- Architecture documentation reflects system reality.
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- Critical architecture risks are addressed or scheduled with owners/dates.
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- No service module imports or persists `Transcript` model artifacts.
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---
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## 2) Error Handling & Reliability Hardening
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## Phase 3 — UI Contract Alignment
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**Goal:** Ensure predictable, safe behavior under failure conditions.
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**Goal:** Align pages/components to source/job/revision semantics.
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### Implementation Steps
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1. Standardize error taxonomy and envelope format across all layers.
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2. Ensure clear distinction between:
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- User-facing errors
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- Internal/system errors
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- Retryable vs non-retryable failures
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3. Add resilience controls where needed:
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- Timeouts
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- Retries with backoff
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- Circuit breaking / fallback logic
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4. Add failure-path tests for critical workflows.
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### Tasks
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1. Update job detail and related UI components:
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- Display original immutable transcription from `Job.text`.
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- Display optional revisions sourced from `Source.revisions`.
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2. Replace legacy terminology in UI copy:
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- “transcript history” -> “revision history” where appropriate.
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3. Align date fields with new schema naming.
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4. Preserve clear user messaging when no revisions exist.
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### Deliverables
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- Error code catalog/reference
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- Failure mode test coverage for critical paths
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- Updated jobs page and detail components.
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### Exit Criteria
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- Error behavior is consistent across major flows.
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- Known failure scenarios are tested and pass.
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- UI behavior and labels match documentation and domain model.
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---
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## 3) Functional Completion by Requirement Domain
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## Phase 4 — Database Bootstrap, Migration, and Safety
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**Goal:** Complete all V1 functional requirements in a risk-aware order.
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**Goal:** Make schema transition safe in dev/test and repeatable for deployment.
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### Recommended Order
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1. Business-critical end-user flows
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2. Data integrity and consistency capabilities
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3. Admin/operational controls
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4. Lower-priority UX and quality-of-life items that are in V1 scope
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### Implementation Steps
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For each requirement slice:
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1. Finalize contract/schema
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2. Implement domain logic
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3. Implement persistence/state changes
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4. Integrate API/UI
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5. Add automated tests
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6. Update docs
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### Tasks
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1. Update bootstrap compatibility logic in `db/operations.py`:
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- Remove obsolete transcript-table assumptions.
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- Add forward-compatible patches for current tables only.
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2. Define migration/backfill approach for existing local data.
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3. Document rollback and recovery steps.
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4. Rehearse migration path against representative data.
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### Deliverables
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- Requirement completion report with validation evidence
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- Migration/upgrade runbook.
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- Validated bootstrap behavior for dev/test.
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### Exit Criteria
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- All V1 “must-have” requirements are complete and validated.
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- Migration path is documented and tested with no unresolved data-loss risk.
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---
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## 4) Data Model, Migration, and Backfill Safety
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## Phase 5 — Test Suite Realignment
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**Goal:** Ensure data model and migrations are production-safe.
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**Goal:** Restore full confidence after the schema redesign.
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### Implementation Steps
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1. Validate schema against final V1 domain needs.
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2. Implement forward-safe migrations.
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3. Define rollback/mitigation plans for migration failures.
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4. Build and verify backfill scripts (if needed).
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5. Add migration rehearsal in staging with representative data.
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### Tasks
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1. Rewrite model tests for:
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- `Document`, `Source`, `Job`, `Revision` relationships and invariants.
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2. Rewrite service/integration tests:
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- Worker success/failure paths using `Job.text` / `Job.error_detail`.
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- Optional revision creation and lineage behavior.
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3. Update UI tests for new job-detail/revision rendering behavior.
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4. Re-enable strict CI quality gates (lint, type, tests).
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### Deliverables
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- Migration runbook
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- Backfill verification checklist
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- Updated test matrix and passing CI.
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### Exit Criteria
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- Migration plan validated in staging.
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- No unresolved data-loss risk for V1 rollout.
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- Critical user flows and failure paths are covered and green.
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---
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## 5) Security, Access Control, and Compliance Baseline
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## Phase 6 — Reliability, Operations, and Release Readiness
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**Goal:** Close MVP security gaps and establish V1 baseline controls.
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**Goal:** Ensure V1 is operable and launch-safe.
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### Implementation Steps
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1. Complete authn/authz coverage for all routes/actions.
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2. Enforce input validation and output sanitization.
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3. Verify secret management and credential rotation process.
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4. Add audit logging for sensitive operations.
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5. Run dependency/security scanning in CI and remediate findings.
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### Tasks
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1. Verify error taxonomy behavior across UI/API/service/worker.
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2. Confirm structured logging includes relevant identifiers (`job_id`, `document_id`, `source_id` when applicable).
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3. Validate retry behavior and terminal failure handling.
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4. Finalize release checklist, deployment steps, and rollback procedure.
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5. Execute final acceptance run against requirements traceability.
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### Deliverables
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- Security checklist with status
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- Threat/risk update for V1 scope
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- V1 release checklist and acceptance evidence.
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### Exit Criteria
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- No unresolved critical/high vulnerabilities for V1 launch.
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- Access control behavior verified by tests.
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- Stakeholder sign-off and launch readiness achieved.
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---
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## 6) Observability & Operability
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## Requirement Traceability Focus
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**Goal:** Make system behavior observable and supportable in production.
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The plan must keep clear evidence against these requirement groups:
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### Implementation Steps
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1. Standardize structured logging and correlation IDs.
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2. Add core metrics:
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- Latency
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- Throughput
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- Error rates
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- Resource saturation
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3. Add tracing for critical request/workflow paths.
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4. Define SLOs/SLIs and alert thresholds.
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5. Prepare incident response and rollback runbooks.
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- **Core flow:** REQ-0 to REQ-6
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- **Runtime and operations constraints:** REQ-7 to REQ-12
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- **Revision workflow:** REQ-13
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### Deliverables
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- Dashboards and alerts
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- Operations runbooks
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A lightweight traceability table should be maintained with:
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### Exit Criteria
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- Team can detect, triage, and remediate incidents quickly.
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- Core production signals are available and reliable.
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- requirement ID
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- implementation status (`not started` / `in progress` / `done`)
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- validation evidence (test name, screenshot, or runbook step)
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---
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## 7) Test Strategy Expansion & Quality Gates
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## Suggested Execution Rhythm
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**Goal:** Raise confidence for repeatable, low-risk releases.
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### Implementation Steps
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1. Expand unit and integration tests across V1 features.
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2. Add contract tests between key components/services.
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3. Add end-to-end tests for critical user journeys.
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4. Add non-functional tests where relevant:
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- Performance/load
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- Soak
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- Failure-injection scenarios
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5. Enforce CI quality gates (tests, lint, type checks, security scans).
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### Deliverables
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- Test matrix with ownership
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- CI gate definition and thresholds
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### Exit Criteria
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- Critical-path regressions are blocked automatically.
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- Test coverage and reliability thresholds meet V1 targets.
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---
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## 8) Performance & Scalability Validation
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**Goal:** Meet expected V1 performance at projected load.
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### Implementation Steps
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1. Define performance budgets per key flow.
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2. Benchmark current behavior in staging.
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3. Optimize bottlenecks (queries, caching, concurrency, etc.).
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4. Re-test after each optimization and compare against budget.
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5. Document known limits and safe operating bounds.
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### Deliverables
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- Performance benchmark report
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- Optimization log
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### Exit Criteria
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- V1 performance targets met for expected usage profile.
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---
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## 9) Release Engineering & Environment Readiness
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**Goal:** Make deployment repeatable, controlled, and reversible.
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### Implementation Steps
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1. Harden CI/CD pipeline with clear promotion gates.
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2. Ensure config parity and consistency across environments.
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3. Define rollout strategy (phased/canary/limited release as applicable).
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4. Validate rollback procedures in staging.
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5. Produce release checklist and ownership model.
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### Deliverables
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- Release playbook
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- Environment readiness checklist
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### Exit Criteria
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- Deployment and rollback are rehearsed and reliable.
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- Release process is executable without tribal knowledge.
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---
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## 10) Documentation Completion
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**Goal:** Ensure V1 can be built, operated, and supported from documentation.
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### Implementation Steps
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1. Update core project docs to match final V1 behavior:
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- Architecture
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- Error handling
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- Requirements status
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- Index/navigation
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- Intent alignment summary
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2. Add operator troubleshooting guides.
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3. Add integration/API examples for consumers.
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4. Publish changelog/version notes for V1.
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### Deliverables
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- Updated documentation set for V1
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- V1 release notes
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### Exit Criteria
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- A new team member can run/support the system using docs alone.
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---
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## 11) Final Validation, UAT, and Launch
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**Goal:** Confirm readiness and launch V1 safely.
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### Implementation Steps
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1. Run full-system acceptance validation against the V1 traceability matrix.
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2. Conduct stakeholder UAT and capture sign-off.
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3. Execute production readiness review.
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4. Launch in controlled phases and monitor key signals.
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### Deliverables
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- UAT/PRR sign-off records
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- Launch checklist and monitoring plan
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### Exit Criteria
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- Stakeholder approval achieved.
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- Launch metrics are stable within defined thresholds.
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---
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## 12) Post-Launch Stabilization (30–60 Days)
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**Goal:** Consolidate V1 in production before major expansion.
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### Implementation Steps
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1. Track incidents, defects, and user feedback.
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2. Prioritize stabilization fixes with short cycle times.
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3. Remove temporary flags/mitigations introduced during launch.
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4. Produce post-launch retrospective and handoff to standard roadmap cadence.
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### Deliverables
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- Stabilization report
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- Prioritized backlog update
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### Exit Criteria
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- Incident/error rates converge to steady-state targets.
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- V1 transitions from launch mode to normal operations.
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---
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## Recommended Execution Rhythm
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- **Weekly:** Requirement closure + risk review
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- **Biweekly:** Release train with quality gates
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- **Milestone reviews:** After phases 2, 6, 9, and 11
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- **Weekly:** requirement status and risk review
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- **Per PR:** contract checks (model names, field names, lifecycle values)
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- **Milestone checks:** end of Phases 2, 4, and 6
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---
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## Scope Discipline Rule (V1 Focus)
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To preserve delivery focus:
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- V1 execution prioritizes completion of scoped requirements.
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- Refinements/enhancements are captured in a separate future document and backlog.
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- Only explicitly approved scope changes may enter this plan.
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- Only work required to satisfy V1 requirements enters this plan.
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- Nice-to-have enhancements are captured in a separate backlog document.
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- Schema or contract changes after Phase 1 require explicit approval and traceability impact review.
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Reference in New Issue
Block a user