generated from john/python-template
322 lines
10 KiB
Markdown
322 lines
10 KiB
Markdown
# 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 readiness for reliable personal-scale operation, while explicitly separating refinements/enhancements into a future document.
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---
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## 0) Plan Governance & Scope Control (Foundation)
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**Goal:** Keep execution focused on V1 completion and avoid unnecessary process overhead.
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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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- 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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- Personal-deployment ready
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3. Snapshot the MVP baseline (tag/changelog reference).
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4. Keep a standing rule: non-V1 ideas go to a separate enhancements backlog, and enter V1 only by explicit approval.
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### Deliverables
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- `docs/ver1/ver1.md` (this plan)
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- V1 traceability artifact:
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- `docs/ver1/ver1-step1-2-carry-forward-checklist.md`
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- `docs/ver1/ver1-step2-error-path-inventory.md` (supporting artifact)
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### Exit Criteria
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- Every in-scope requirement has explicit status and validation evidence.
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- Scope-change discipline is followed consistently.
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---
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## 1) Architecture Consolidation
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**Goal:** Align implementation with intended architecture while preserving simplicity.
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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 architecture gaps that threaten reliability, maintainability, or clear boundaries.
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4. Record material decisions and tradeoffs in ADRs.
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### Deliverables
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- Updated architecture diagrams and boundaries
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- ADR entries for material decisions
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### Exit Criteria
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- Architecture documentation reflects system reality.
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- High-impact architecture risks are addressed or explicitly scheduled.
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---
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## 2) Error Handling & Reliability Hardening
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**Goal:** Ensure predictable, diagnosable behavior under expected failure conditions.
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### Implementation Steps
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1. Apply the canonical taxonomy and response model from `docs/error_handling.md` across UI/API/service/worker boundaries.
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2. Ensure clear distinction between:
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- User-facing safe messages
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- Internal diagnostic detail
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- Retryable vs non-retryable failures
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3. Implement practical resilience controls where needed:
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- Timeouts
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- Bounded retries with backoff
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- Explicit terminal failure states
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4. Add failure-path tests for critical workflows.
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### Deliverables
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- Error handling reference aligned with `docs/error_handling.md`
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- Failure-mode test coverage for critical paths
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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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- Failed jobs include actionable, traceable failure detail.
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---
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## 3) Functional Completion by Requirement Domain
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**Goal:** Complete all V1 requirements in a practical, user-first order.
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### Recommended Order
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1. End-user core flows (upload → transcribe → review)
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2. Data integrity and persistence behavior
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3. Minimal operator controls needed for personal use
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4. In-scope UX quality improvements
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### Implementation Steps
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For each requirement slice:
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1. Confirm contract/schema
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2. Implement service/domain logic
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3. Implement persistence/state transitions
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4. Integrate API/UI behavior
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5. Add or update automated tests
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6. Update relevant docs
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### Deliverables
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- Requirement completion report with validation evidence linked to REQ IDs
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### Exit Criteria
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- All V1 must-have requirements are complete and verified.
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---
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## 4) Data Model and Migration Safety
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**Goal:** Keep schema evolution safe and simple for personal-scale deployment.
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### Implementation Steps
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1. Validate schema against finalized V1 domain needs.
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2. Implement forward-safe migrations for expected upgrades.
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3. Define a simple rollback/mitigation path for migration failures.
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4. Add backfill scripts only where truly required.
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5. Rehearse migration + rollback locally using representative sample data.
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### Deliverables
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- Migration and rollback runbook
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- Backfill checklist (if applicable)
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### Exit Criteria
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- Migration path is tested and documented.
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- No unresolved data-loss risk for V1 upgrade.
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---
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## 5) Private-Network Safety Baseline
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**Goal:** Apply right-sized security controls for a single-user system on a trusted private network.
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### Implementation Steps
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1. Enforce private-network deployment assumptions in docs and configuration.
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2. Ensure basic single-operator access control for UI/API actions.
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3. Enforce input validation and safe error output behavior.
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4. Keep secrets out of source control; document local secret handling.
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5. Run lightweight dependency/security scanning and resolve high-risk findings.
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### Deliverables
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- Security assumptions checklist (private network, single operator)
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- Basic risk update for V1 scope
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### Exit Criteria
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- No unresolved critical vulnerabilities.
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- Access behavior and validation rules are verified for intended operating model.
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---
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## 6) Minimal Observability & Operability
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**Goal:** Keep operation and troubleshooting simple, clear, and reliable.
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### Implementation Steps
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1. Standardize structured logging across UI/API/service/worker boundaries.
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2. Ensure logged errors include category and error reference IDs per `error_handling.md`.
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3. Add lightweight health/startup checks.
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4. Document a concise operator runbook:
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- start/stop
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- log locations
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- common failure patterns and recovery steps
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5. Add minimal counters/timings only where they clearly improve diagnosis.
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### Deliverables
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- Logging and error-traceability baseline
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- Operator runbook
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### Exit Criteria
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- Operator can diagnose common failures using logs + runbook.
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- System recovery procedures are documented and repeatable.
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---
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## 7) Test Coverage and Practical Quality Gates
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**Goal:** Prevent regressions in critical flows without overbuilding test infrastructure.
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### Implementation Steps
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1. Expand unit and integration tests for all V1 requirement slices.
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2. Add end-to-end tests for critical journeys:
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- upload
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- process/transcribe
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- view result
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- failure visibility
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3. Add targeted contract tests where adapter boundaries are error-prone.
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4. Keep CI gates focused on high-value checks (tests, lint, type checks, dependency scan).
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### Deliverables
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- V1 test matrix mapped to requirements and critical flows
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- CI quality-gate checklist
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### Exit Criteria
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- Critical-path regressions are automatically detected.
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- Test suite gives consistent release confidence for personal-scale operation.
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---
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## 8) Performance Validation for Personal Scale
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**Goal:** Confirm acceptable responsiveness for expected personal-use workload.
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### Implementation Steps
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1. Define practical performance expectations for key flows.
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2. Run representative tests using real document samples.
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3. Address obvious bottlenecks in queries, file handling, or worker concurrency.
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4. Document known limits and expected operating bounds.
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### Deliverables
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- Short performance validation note
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- Known-limits summary
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### Exit Criteria
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- Core flows remain responsive for expected corpus size and usage patterns.
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---
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## 9) Release Readiness and Environment Simplicity
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**Goal:** Make deployment and rollback repeatable for a single-operator Docker Compose setup.
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### Implementation Steps
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1. Define a simple release checklist:
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- run tests
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- run one end-to-end transcription check
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- verify migration compatibility
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2. Document environment configuration requirements clearly.
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3. Validate deployment and rollback steps in a local rehearsal.
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4. Add backup/restore verification for core persisted data.
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### Deliverables
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- Release checklist
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- Environment and rollback guide
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### Exit Criteria
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- Deployment/rollback is rehearsed and documented.
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- Operator can release safely without hidden steps.
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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 the operator and future maintainers.
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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 future maintainer can run and support the system using docs alone.
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---
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## 11) Final Validation and Launch
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**Goal:** Confirm V1 readiness and launch with low operational risk.
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### Implementation Steps
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1. Run end-to-end acceptance validation against the V1 traceability matrix.
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2. Complete operator acceptance checks on representative real documents.
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3. Execute launch checklist (including backup, migration, and rollback readiness).
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4. Launch and monitor logs/status closely during initial use.
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### Deliverables
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- Acceptance validation record
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- Launch checklist completion record
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### Exit Criteria
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- V1 requirements are validated.
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- Initial launch behavior is stable and recoverable.
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---
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## 12) Post-Launch Stabilization
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**Goal:** Address early issues quickly and lock in a reliable V1 baseline.
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### Implementation Steps
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1. Track defects and operational pain points observed after launch.
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2. Prioritize short-cycle stabilization fixes.
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3. Remove temporary launch-only workarounds when safe.
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4. Capture a brief retrospective and update the next-phase backlog.
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### Deliverables
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- Stabilization summary
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- Updated backlog for post-V1 enhancements
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### Exit Criteria
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- Major launch issues are resolved.
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- System transitions to steady personal-use operation.
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---
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## Recommended Execution Rhythm
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- **Weekly:** Requirement closure + risk review
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- **As needed (small batch releases):** Run release checklist and deploy
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- **Milestone check-ins:** After phases 2, 6, 9, and 11
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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. |