# Ver1 Step 1/2 Carry-Forward Checklist

## Purpose

Track open Step 1 and Step 2 follow-ups through later V1 steps, with lightweight verification evidence and requirement traceability.

This artifact implements the carry-forward approach defined in:
- `docs/ver1/ver1-step1-2_revised.md`

Historical records remain unchanged:
- `docs/ver1/ver1-step1.md`
- `docs/ver1/ver1-step1-results.md`
- `docs/ver1/ver1-step2.md`
- `docs/ver1/ver1-step2-results.md`

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## Status Legend

- `not started`
- `in progress`
- `done`
- `deferred`

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## Carry-Forward Mapping Matrix

| ID | Carry-Forward Task | Source | Related REQ | Owning V1 Step(s) | Validation Method | Status | Evidence Link/Note |
| --- | --- | --- | --- | --- | --- | --- | --- |
| CF-A1 | Confirm remaining implicit/global runtime ownership and lift only high-impact resources to lifespan ownership | Step 1 residual follow-up | REQ-7 | Step 3, Step 9 | Inspection + test | in progress | Step 3 added `services/library.py` and `api/routes.py` using existing service/session access patterns; no new module-global runtime resource ownership introduced. Reconfirm in Step 9 release readiness. |
| CF-A2 | Finalize migration + rollback runbook usage and rehearse on representative local data | Step 1 residual follow-up | REQ-10 | Step 4, Step 9 | Demonstration + test | not started | |
| CF-A3 | Maintain lightweight boundary enforcement (review checklist and/or simple import checks) | Step 1 residual follow-up | REQ-7, REQ-11 | Step 3, Step 7 | Inspection | in progress | Step 3 implementation keeps UI/API composition thin and pushes revision/search/export logic to `services/library.py`; continue with Step 7 checks. |
| CF-B1 | Build compact error-path inventory for major failure paths and category mapping | Step 2 governance follow-up | REQ-2, REQ-3, REQ-4, REQ-5 | Step 6, Step 7 | Inspection | not started | Use `docs/ver1/ver1-step2-error-path-inventory.md` |
| CF-B2 | Standardize required logging fields at critical boundary handoffs | Step 2 residual follow-up | REQ-3, REQ-4, REQ-8 | Step 6 | Inspection + test | not started | |
| CF-B3 | Revisit retry backoff strategy only if observed runtime behavior justifies extra complexity | Step 2 residual follow-up | REQ-2, REQ-6 | Step 6, Step 8 | Analysis + test | deferred | Keep fixed backoff unless evidence suggests change |
| CF-C1 | Integrate Step 1/2 completed outcomes and open follow-ups into V1 traceability tracking | Revision-plan workstream | REQ-0..REQ-12 (traceability) | Step 3, Step 10 | Inspection | done | Step 3 artifacts added: `docs/ver1/ver1-step3.md`, `docs/ver1/ver1-step3-results.md`, and this checklist updated with Step 3 evidence and routing. |
| CF-C2 | Keep carry-forward routing aligned with revised V1 plan (architecture via 3/4/9, reliability via 6/7) | Revision-plan workstream | REQ-0..REQ-12 (execution alignment) | Step 3+ | Inspection | in progress | Step 3 execution followed routing: functional features implemented in Step 3; migration/rollback items remain in Step 4/9; logging/error-path standardization remains Step 6/7. |

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## Execution Notes

### Step 3 (Functional Completion)
- Use CF-A1 and CF-A3 during requirement-slice implementation reviews.
- Record any discovered boundary/runtime ownership gaps in this checklist.

### Step 4 (Data Model and Migration Safety)
- Execute CF-A2 rehearsal and link evidence (commands, runbook notes, outcomes).

### Step 6 (Minimal Observability & Operability)
- Execute CF-B1 and CF-B2 with focused artifacts and log-field verification.

### Step 7 (Test Coverage and Practical Quality Gates)
- Add/verify tests supporting CF-A3 and CF-B1/B2 where meaningful.

### Step 8 (Performance Validation)
- Reassess CF-B3 only if retries/backoff are observed to cause practical issues.

### Step 9 (Release Readiness)
- Reconfirm CF-A1/A2 readiness in release checklist and rollback drill.

### Step 10 (Documentation Completion)
- Ensure final V1 docs reference outcomes from this checklist where relevant.

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## Acceptance Check for Carry-Forward Completion

- [ ] Historical Step 1/2 documents remain unchanged.
- [ ] Every open Step 1/2 follow-up has an owning V1 step and validation method.
- [ ] Evidence links are recorded for each completed carry-forward item.
- [ ] No carry-forward item introduces unnecessary complexity for personal-scale operation.