Ver1.md updated to refocus on personal, smaller-scale deployment

docs/ver1/ver1.md

@@ -1,40 +1,39 @@
 # Version 1 Implementation Plan
 
 This plan defines the path from MVP to **Version 1 complete**.  
-The objective is to deliver the full scoped product with production readiness, while explicitly separating refinements/enhancements into a future document.
+The objective is to deliver the full scoped product with readiness for reliable personal-scale operation, while explicitly separating refinements/enhancements into a future document.
 
 ---
 
 ## 0) Plan Governance & Scope Control (Foundation)
 
-**Goal:** Keep execution focused on V1 completion, not optimization/perfection.
+**Goal:** Keep execution focused on V1 completion and avoid unnecessary process overhead.
 
 ### Implementation Steps
 1. Create and maintain a **V1 Traceability Matrix**:
    - Requirement ID
    - Current status (`done`, `partial`, `not started`)
-   - Owner
    - Validation method
 2. Define V1 completion gates:
    - Functional complete
    - Operationally complete
-   - Production-ready complete
+   - Personal-deployment ready
 3. Snapshot the MVP baseline (tag/changelog reference).
-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.
+4. Keep a standing rule: non-V1 ideas go to a separate enhancements backlog, and enter V1 only by explicit approval.
 
 ### Deliverables
 - `docs/ver1/ver1.md` (this plan)
 - V1 traceability artifact (linked from here when created)
 
 ### Exit Criteria
-- Every in-scope requirement has explicit ownership and status.
+- Every in-scope requirement has explicit status and validation evidence.
-- Scope-change process is agreed and followed.
+- Scope-change discipline is followed consistently.
 
 ---
 
 ## 1) Architecture Consolidation
 
-**Goal:** Align implementation with the intended architecture and reduce MVP shortcuts.
+**Goal:** Align implementation with intended architecture while preserving simplicity.
 
 ### Implementation Steps
 1. Compare implemented modules/components with architecture documentation.
@@ -42,201 +41,202 @@ The objective is to deliver the full scoped product with production readiness, w
    - Temporary coupling
    - Missing interfaces
    - Placeholder services/components
-3. Resolve high-risk architectural gaps first.
+3. Resolve architecture gaps that threaten reliability, maintainability, or clear boundaries.
-4. Record key decisions and tradeoffs in ADRs.
+4. Record material decisions and tradeoffs in ADRs.
 
 ### Deliverables
 - Updated architecture diagrams and boundaries
-- ADR entries for major decisions
+- ADR entries for material decisions
 
 ### Exit Criteria
 - Architecture documentation reflects system reality.
-- Critical architecture risks are addressed or scheduled with owners/dates.
+- High-impact architecture risks are addressed or explicitly scheduled.
 
 ---
 
 ## 2) Error Handling & Reliability Hardening
 
-**Goal:** Ensure predictable, safe behavior under failure conditions.
+**Goal:** Ensure predictable, diagnosable behavior under expected failure conditions.
 
 ### Implementation Steps
-1. Standardize error taxonomy and envelope format across all layers.
+1. Apply the canonical taxonomy and response model from `docs/error_handling.md` across UI/API/service/worker boundaries.
 2. Ensure clear distinction between:
-   - User-facing errors
+   - User-facing safe messages
-   - Internal/system errors
+   - Internal diagnostic detail
    - Retryable vs non-retryable failures
-3. Add resilience controls where needed:
+3. Implement practical resilience controls where needed:
    - Timeouts
-   - Retries with backoff
+   - Bounded retries with backoff
-   - Circuit breaking / fallback logic
+   - Explicit terminal failure states
 4. Add failure-path tests for critical workflows.
 
 ### Deliverables
-- Error code catalog/reference
+- Error handling reference aligned with `docs/error_handling.md`
-- Failure mode test coverage for critical paths
+- Failure-mode test coverage for critical paths
 
 ### Exit Criteria
 - Error behavior is consistent across major flows.
 - Known failure scenarios are tested and pass.
+- Failed jobs include actionable, traceable failure detail.
 
 ---
 
 ## 3) Functional Completion by Requirement Domain
 
-**Goal:** Complete all V1 functional requirements in a risk-aware order.
+**Goal:** Complete all V1 requirements in a practical, user-first order.
 
 ### Recommended Order
-1. Business-critical end-user flows
+1. End-user core flows (upload → transcribe → review)
-2. Data integrity and consistency capabilities
+2. Data integrity and persistence behavior
-3. Admin/operational controls
+3. Minimal operator controls needed for personal use
-4. Lower-priority UX and quality-of-life items that are in V1 scope
+4. In-scope UX quality improvements
 
 ### Implementation Steps
 For each requirement slice:
-1. Finalize contract/schema
+1. Confirm contract/schema
-2. Implement domain logic
+2. Implement service/domain logic
-3. Implement persistence/state changes
+3. Implement persistence/state transitions
-4. Integrate API/UI
+4. Integrate API/UI behavior
-5. Add automated tests
+5. Add or update automated tests
-6. Update docs
+6. Update relevant docs
 
 ### Deliverables
-- Requirement completion report with validation evidence
+- Requirement completion report with validation evidence linked to REQ IDs
 
 ### Exit Criteria
-- All V1 “must-have” requirements are complete and validated.
+- All V1 must-have requirements are complete and verified.
 
 ---
 
-## 4) Data Model, Migration, and Backfill Safety
+## 4) Data Model and Migration Safety
 
-**Goal:** Ensure data model and migrations are production-safe.
+**Goal:** Keep schema evolution safe and simple for personal-scale deployment.
 
 ### Implementation Steps
-1. Validate schema against final V1 domain needs.
+1. Validate schema against finalized V1 domain needs.
-2. Implement forward-safe migrations.
+2. Implement forward-safe migrations for expected upgrades.
-3. Define rollback/mitigation plans for migration failures.
+3. Define a simple rollback/mitigation path for migration failures.
-4. Build and verify backfill scripts (if needed).
+4. Add backfill scripts only where truly required.
-5. Add migration rehearsal in staging with representative data.
+5. Rehearse migration + rollback locally using representative sample data.
 
 ### Deliverables
-- Migration runbook
+- Migration and rollback runbook
-- Backfill verification checklist
+- Backfill checklist (if applicable)
 
 ### Exit Criteria
-- Migration plan validated in staging.
+- Migration path is tested and documented.
-- No unresolved data-loss risk for V1 rollout.
+- No unresolved data-loss risk for V1 upgrade.
 
 ---
 
-## 5) Security, Access Control, and Compliance Baseline
+## 5) Private-Network Safety Baseline
 
-**Goal:** Close MVP security gaps and establish V1 baseline controls.
+**Goal:** Apply right-sized security controls for a single-user system on a trusted private network.
 
 ### Implementation Steps
-1. Complete authn/authz coverage for all routes/actions.
+1. Enforce private-network deployment assumptions in docs and configuration.
-2. Enforce input validation and output sanitization.
+2. Ensure basic single-operator access control for UI/API actions.
-3. Verify secret management and credential rotation process.
+3. Enforce input validation and safe error output behavior.
-4. Add audit logging for sensitive operations.
+4. Keep secrets out of source control; document local secret handling.
-5. Run dependency/security scanning in CI and remediate findings.
+5. Run lightweight dependency/security scanning and resolve high-risk findings.
 
 ### Deliverables
-- Security checklist with status
+- Security assumptions checklist (private network, single operator)
-- Threat/risk update for V1 scope
+- Basic risk update for V1 scope
 
 ### Exit Criteria
-- No unresolved critical/high vulnerabilities for V1 launch.
+- No unresolved critical vulnerabilities.
-- Access control behavior verified by tests.
+- Access behavior and validation rules are verified for intended operating model.
 
 ---
 
-## 6) Observability & Operability
+## 6) Minimal Observability & Operability
 
-**Goal:** Make system behavior observable and supportable in production.
+**Goal:** Keep operation and troubleshooting simple, clear, and reliable.
 
 ### Implementation Steps
-1. Standardize structured logging and correlation IDs.
+1. Standardize structured logging across UI/API/service/worker boundaries.
-2. Add core metrics:
+2. Ensure logged errors include category and error reference IDs per `error_handling.md`.
-   - Latency
+3. Add lightweight health/startup checks.
-   - Throughput
+4. Document a concise operator runbook:
-   - Error rates
+   - start/stop
-   - Resource saturation
+   - log locations
-3. Add tracing for critical request/workflow paths.
+   - common failure patterns and recovery steps
-4. Define SLOs/SLIs and alert thresholds.
+5. Add minimal counters/timings only where they clearly improve diagnosis.
-5. Prepare incident response and rollback runbooks.
 
 ### Deliverables
-- Dashboards and alerts
+- Logging and error-traceability baseline
-- Operations runbooks
+- Operator runbook
 
 ### Exit Criteria
-- Team can detect, triage, and remediate incidents quickly.
+- Operator can diagnose common failures using logs + runbook.
-- Core production signals are available and reliable.
+- System recovery procedures are documented and repeatable.
 
 ---
 
-## 7) Test Strategy Expansion & Quality Gates
+## 7) Test Coverage and Practical Quality Gates
 
-**Goal:** Raise confidence for repeatable, low-risk releases.
+**Goal:** Prevent regressions in critical flows without overbuilding test infrastructure.
 
 ### Implementation Steps
-1. Expand unit and integration tests across V1 features.
+1. Expand unit and integration tests for all V1 requirement slices.
-2. Add contract tests between key components/services.
+2. Add end-to-end tests for critical journeys:
-3. Add end-to-end tests for critical user journeys.
+   - upload
-4. Add non-functional tests where relevant:
+   - process/transcribe
-   - Performance/load
+   - view result
-   - Soak
+   - failure visibility
-   - Failure-injection scenarios
+3. Add targeted contract tests where adapter boundaries are error-prone.
-5. Enforce CI quality gates (tests, lint, type checks, security scans).
+4. Keep CI gates focused on high-value checks (tests, lint, type checks, dependency scan).
 
 ### Deliverables
-- Test matrix with ownership
+- V1 test matrix mapped to requirements and critical flows
-- CI gate definition and thresholds
+- CI quality-gate checklist
 
 ### Exit Criteria
-- Critical-path regressions are blocked automatically.
+- Critical-path regressions are automatically detected.
-- Test coverage and reliability thresholds meet V1 targets.
+- Test suite gives consistent release confidence for personal-scale operation.
 
 ---
 
-## 8) Performance & Scalability Validation
+## 8) Performance Validation for Personal Scale
 
-**Goal:** Meet expected V1 performance at projected load.
+**Goal:** Confirm acceptable responsiveness for expected personal-use workload.
 
 ### Implementation Steps
-1. Define performance budgets per key flow.
+1. Define practical performance expectations for key flows.
-2. Benchmark current behavior in staging.
+2. Run representative tests using real document samples.
-3. Optimize bottlenecks (queries, caching, concurrency, etc.).
+3. Address obvious bottlenecks in queries, file handling, or worker concurrency.
-4. Re-test after each optimization and compare against budget.
+4. Document known limits and expected operating bounds.
-5. Document known limits and safe operating bounds.
 
 ### Deliverables
-- Performance benchmark report
+- Short performance validation note
-- Optimization log
+- Known-limits summary
 
 ### Exit Criteria
-- V1 performance targets met for expected usage profile.
+- Core flows remain responsive for expected corpus size and usage patterns.
 
 ---
 
-## 9) Release Engineering & Environment Readiness
+## 9) Release Readiness and Environment Simplicity
 
-**Goal:** Make deployment repeatable, controlled, and reversible.
+**Goal:** Make deployment and rollback repeatable for a single-operator Docker Compose setup.
 
 ### Implementation Steps
-1. Harden CI/CD pipeline with clear promotion gates.
+1. Define a simple release checklist:
-2. Ensure config parity and consistency across environments.
+   - run tests
-3. Define rollout strategy (phased/canary/limited release as applicable).
+   - run one end-to-end transcription check
-4. Validate rollback procedures in staging.
+   - verify migration compatibility
-5. Produce release checklist and ownership model.
+2. Document environment configuration requirements clearly.
+3. Validate deployment and rollback steps in a local rehearsal.
+4. Add backup/restore verification for core persisted data.
 
 ### Deliverables
-- Release playbook
+- Release checklist
-- Environment readiness checklist
+- Environment and rollback guide
 
 ### Exit Criteria
-- Deployment and rollback are rehearsed and reliable.
+- Deployment/rollback is rehearsed and documented.
-- Release process is executable without tribal knowledge.
+- Operator can release safely without hidden steps.
 
 ---
 
@@ -252,7 +252,7 @@ For each requirement slice:
    - Index/navigation
    - Intent alignment summary
 2. Add operator troubleshooting guides.
-3. Add integration/API examples for consumers.
+3. Add integration/API examples for the operator and future maintainers.
 4. Publish changelog/version notes for V1.
 
 ### Deliverables
@@ -260,55 +260,55 @@ For each requirement slice:
 - V1 release notes
 
 ### Exit Criteria
-- A new team member can run/support the system using docs alone.
+- A future maintainer can run and support the system using docs alone.
 
 ---
 
-## 11) Final Validation, UAT, and Launch
+## 11) Final Validation and Launch
 
-**Goal:** Confirm readiness and launch V1 safely.
+**Goal:** Confirm V1 readiness and launch with low operational risk.
 
 ### Implementation Steps
-1. Run full-system acceptance validation against the V1 traceability matrix.
+1. Run end-to-end acceptance validation against the V1 traceability matrix.
-2. Conduct stakeholder UAT and capture sign-off.
+2. Complete operator acceptance checks on representative real documents.
-3. Execute production readiness review.
+3. Execute launch checklist (including backup, migration, and rollback readiness).
-4. Launch in controlled phases and monitor key signals.
+4. Launch and monitor logs/status closely during initial use.
 
 ### Deliverables
-- UAT/PRR sign-off records
+- Acceptance validation record
-- Launch checklist and monitoring plan
+- Launch checklist completion record
 
 ### Exit Criteria
-- Stakeholder approval achieved.
+- V1 requirements are validated.
-- Launch metrics are stable within defined thresholds.
+- Initial launch behavior is stable and recoverable.
 
 ---
 
-## 12) Post-Launch Stabilization (30–60 Days)
+## 12) Post-Launch Stabilization
 
-**Goal:** Consolidate V1 in production before major expansion.
+**Goal:** Address early issues quickly and lock in a reliable V1 baseline.
 
 ### Implementation Steps
-1. Track incidents, defects, and user feedback.
+1. Track defects and operational pain points observed after launch.
-2. Prioritize stabilization fixes with short cycle times.
+2. Prioritize short-cycle stabilization fixes.
-3. Remove temporary flags/mitigations introduced during launch.
+3. Remove temporary launch-only workarounds when safe.
-4. Produce post-launch retrospective and handoff to standard roadmap cadence.
+4. Capture a brief retrospective and update the next-phase backlog.
 
 ### Deliverables
-- Stabilization report
+- Stabilization summary
-- Prioritized backlog update
+- Updated backlog for post-V1 enhancements
 
 ### Exit Criteria
-- Incident/error rates converge to steady-state targets.
+- Major launch issues are resolved.
-- V1 transitions from launch mode to normal operations.
+- System transitions to steady personal-use operation.
 
 ---
 
 ## Recommended Execution Rhythm
 
 - **Weekly:** Requirement closure + risk review
-- **Biweekly:** Release train with quality gates
+- **As needed (small batch releases):** Run release checklist and deploy
-- **Milestone reviews:** After phases 2, 6, 9, and 11
+- **Milestone check-ins:** After phases 2, 6, 9, and 11
 
 ---