transcription/docs/ver1/ver1-step1-2-carry-forward-checklist.md

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

---

Status Legend

• not started
• in progress
• done
• deferred

---

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	not started
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	not started
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	in progress	This checklist is the initial integration artifact
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	Routing established in this matrix

---

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.

---

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.