transcription/docs/ver1/ver1-step1-2_revised.md

Ver1 Step 1 & Step 2 Revision Plan (Additive)

Purpose

Define a targeted implementation follow-through plan for Step 1 and Step 2 outcomes so remaining V1 work stays aligned with docs/ver1/ver1.md:

• personal-scale operation
• single operator
• private-network assumptions
• low operational overhead
• practical, testable controls

This document is additive and does not replace or revise historical Step 1/Step 2 records.

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Source Documents Reviewed

• docs/ver1/ver1.md
• docs/ver1/ver1-step1.md
• docs/ver1/ver1-step1-results.md
• docs/ver1/ver1-step2.md
• docs/ver1/ver1-step2-results.md
• docs/architecture.md
• docs/error_handling.md
• docs/requirements.md
• docs/index.md
• docs/intent.md

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Revision Goals

1. Preserve all completed Step 1/Step 2 technical hardening work.
2. Keep historical Step 1/Step 2 documents unchanged.
3. Convert residual risks/follow-ups into concrete implementation tasks for subsequent V1 steps.
4. Preserve traceability to requirements and implemented evidence.
5. Maintain alignment with personal-scale architecture and operating model.

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Scope

In Scope

• Define carry-forward implementation tasks based on Step 1/2 residual risks and open items.
• Map carry-forward tasks to later V1 steps (especially Steps 3, 4, 6, 7, and 9).
• Define lightweight verification evidence expected for each carry-forward task.
• Update V1 traceability references to include completed Step 1/2 outcomes and deferred follow-ups.

Out of Scope

• Simplifying tone/structure of existing Step 1/2 documents
• Clarifying or rewriting historical Step 1/2 plan/results content
• Editing docs/ver1/ver1-step1.md
• Editing docs/ver1/ver1-step1-results.md
• Editing docs/ver1/ver1-step2.md
• Editing docs/ver1/ver1-step2-results.md
• Re-implementing Step 1/2 code changes
• Rewriting docs/ver1/ver1.md
• Deleting historical sections/results
• Altering requirements IDs or architecture principles

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Carry-Forward Implementation Plan

Workstream A — Close Step 1 follow-ups through later V1 steps

A1) Runtime ownership completion (REQ-7 continuity)

• Confirm whether any remaining runtime resources still use implicit/global ownership.
• Move only high-impact remaining resources to explicit lifespan ownership when needed.
• Keep ownership model simple and documented.

A2) Schema/migration operations readiness (REQ-10 continuity)

• Finalize practical migration + rollback runbook usage in Step 4 execution.
• Rehearse upgrade and rollback on representative local data.
• Keep production startup free from implicit schema mutation.

A3) Boundary enforcement (lightweight only)

• Keep architecture boundary checks lightweight (review checklist and/or simple import checks).
• Avoid heavy governance tooling unless clear recurring drift appears.

Expected Outcome

Step 1 architecture hardening remains intact and is completed pragmatically where open items remain.

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Workstream B — Close Step 2 follow-ups through later V1 steps

B1) Error-path inventory and coverage visibility

• Create a compact error-path inventory artifact (or equivalent matrix section) covering major failure paths.
• Ensure each critical path maps to category, retriable policy, and surfaced behavior.

B2) Logging field consistency at key boundaries

• Standardize required fields at critical failure handoffs (error_id, category, operation, identifiers when available).
• Prioritize worker/API/service boundaries first.

B3) Retry policy refinement (only if needed)

• Keep current bounded retry baseline.
• Revisit richer backoff strategy only if observed behavior justifies added complexity.

Expected Outcome

Step 2 reliability behavior stays stable, diagnosable, and right-sized for personal-scale operation.

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Workstream C — Integrate Step 1/2 outputs into ongoing V1 governance

C1) Traceability integration

• Link completed Step 1/2 outcomes and deferred follow-ups to the V1 traceability matrix.
• Ensure open follow-ups have owning step and validation method.

C2) Execution alignment with revised V1 plan

• Route architecture follow-ups primarily through Steps 3/4/9.
• Route reliability/diagnostics follow-ups primarily through Steps 6/7.

Expected Outcome

Step 1/2 work is fully carried forward without revising historical documents.

Deliverables

1. This document (docs/ver1/ver1-step1-2_revised.md) as the carry-forward implementation plan.
2. A compact Step 1/2 carry-forward checklist linked to V1 steps and validation methods.
3. Traceability updates showing where each open Step 1/2 follow-up will be closed.
4. Optional new artifact for error-path inventory (if created during Step 6/7 execution).

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Acceptance Criteria

• Historical Step 1/Step 2 documents remain unchanged.
• Open Step 1/2 follow-ups are explicitly mapped to later V1 steps with validation expectations.
• No loss of core technical intent (REQ-7, REQ-10, error taxonomy, retry safety, traceability).
• No conflicts introduced with docs/architecture.md, docs/error_handling.md, or docs/ver1/ver1.md.
• Carry-forward tasks remain right-sized for personal-scale operation.

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Implementation Order

1. Keep existing Step 1/Step 2 docs unchanged as historical records.
2. Define carry-forward tasks and owning V1 steps in this document.
3. Create and maintain carry-forward traceability artifacts:
   • docs/ver1/ver1-step1-2-carry-forward-checklist.md
   • docs/ver1/ver1-step2-error-path-inventory.md
4. Execute carry-forward tasks during Steps 3+ and capture evidence in step results docs.
5. Perform final consistency pass across docs/ver1/* references.

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Risks and Mitigations

1. Risk: Open Step 1/2 items are forgotten as Step 3+ work proceeds.
   Mitigation: Track each follow-up in the V1 traceability matrix with owning step and evidence expectation.

2. Risk: Carry-forward work expands beyond personal-scale needs.
   Mitigation: Apply simplicity guardrails from docs/architecture.md before accepting additional hardening tasks.

3. Risk: Reliability follow-ups become fragmented across multiple steps.
   Mitigation: Keep one consolidated carry-forward checklist and update it at milestone check-ins.

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Notes

This revision effort is scope-alignment and implementation-follow-through focused.
Historical Step 1/Step 2 documents are intentionally preserved as-is.