ROADMAP-CYCLE-3.md
1 # Radicle Development - Cycle 3: Operational Excellence 2 3 **Start Date**: November 12, 2025 4 **Duration**: 6 weeks (Nov 12 - Dec 23, 2025) 5 **Focus**: Dogfooding infrastructure & establishing operational practices 6 **Status**: 🚀 **STARTING** 7 8 --- 9 10 ## 🎯 Cycle Overview 11 12 **Objective**: Achieve 100% utilization of our own infrastructure through systematic dogfooding. 13 14 **Current State**: Elite infrastructure built (DORA 4.0/4.0, Security 100/100) but only ~30% actually used 15 **Target State**: 100% feature utilization with established operational habits 16 17 **Why This Cycle?** 18 - Validate infrastructure through real use 19 - Find and fix issues before team adoption 20 - Build sustainable operational practices 21 - Demonstrate value of all features 22 - Prepare for team onboarding 23 24 --- 25 26 ## 📊 Cycle Success Metrics 27 28 ### Primary Metrics 29 - **Feature Utilization**: 30% → 100% 30 - **DORA Score**: Maintain Elite 4.0/4.0 31 - **Security Score**: Maintain 100/100 32 - **Infrastructure Health**: >99.5% uptime 33 34 ### Operational Metrics 35 - **Patch Workflow Usage**: 0% → 100% of changes 36 - **CI Trigger Rate**: 0% → 100% of patches 37 - **Dashboard Checks**: 0 → 5+ days/week 38 - **Security Reviews**: 0% → 100% weekly 39 - **Packages Published**: 0 → 3+ packages 40 - **DR Tests Completed**: 0 → 3 scenarios 41 - **Documentation Usage**: Ad-hoc → Systematic 42 43 --- 44 45 ## 🗓️ Phase Breakdown 46 47 ### Week 1-2: Foundation & Quick Wins 48 49 #### Phase 14: Establish Daily Rituals (Nov 12-18) 50 **Goal**: Build muscle memory for core operational practices 51 52 **Tasks**: 53 - [ ] Set up daily dashboard check (5 min/day) 54 - Open Grafana every morning 55 - Review DORA, Security, Infrastructure, CI/CD dashboards 56 - Document any issues found 57 - [ ] Install shellcheck and fix all warnings 58 - `brew install shellcheck` 59 - Run on all scripts: `find scripts -name "*.sh" -exec shellcheck {} \;` 60 - Fix all warnings (currently ~10-15) 61 - Update pre-commit hook to require clean shellcheck 62 - [ ] First weekly security review 63 - Review last 7 days of security scan reports 64 - Document findings in `docs/security/weekly-reviews/2025-11-18.md` 65 - Address any issues found 66 - [ ] Configure CI for Radicle repository 67 - Run: `./scripts/ci-cd/configure-ci-project.sh --repo rad:z2s159BoUPWefbmtu6s5DV5vvxymy` 68 - Create `.radicle-ci.yml` configuration 69 - Test with dummy patch 70 71 **Success Criteria**: 72 - ✅ Grafana checked 5+ days this week 73 - ✅ All shellcheck warnings fixed 74 - ✅ First security review completed 75 - ✅ CI configured and tested 76 77 **Time Estimate**: 6-8 hours 78 79 --- 80 81 #### Phase 15: Package Registry Activation (Nov 19-25) 82 **Goal**: Actually use the package registries we built 83 84 **Tasks**: 85 - [ ] Create and publish npm package 86 - Package: `@auxo/radicle-tools` 87 - Include: workflow scripts, monitoring tools 88 - Create package.json with bin entries 89 - Publish to Verdaccio: `npm publish --registry http://localhost:4873` 90 - Test installation: `npm install -g @auxo/radicle-tools --registry http://localhost:4873` 91 - [ ] Create and publish Python package 92 - Package: `radicle-monitoring` 93 - Include: monitoring scripts, metrics collectors 94 - Create setup.py and pyproject.toml 95 - Build: `python3 -m build` 96 - Publish to devpi: `twine upload --repository-url http://localhost:3141/root/pypi/ dist/*` 97 - Test installation: `pip install radicle-monitoring --index-url http://localhost:3141/root/pypi/+simple/` 98 - [ ] Create and publish Docker image 99 - Image: `localhost:5000/radicle-ci:2.0` 100 - Include: CI environment with all tools 101 - Create Dockerfile 102 - Build: `docker build -t localhost:5000/radicle-ci:2.0 .` 103 - Push: `docker push localhost:5000/radicle-ci:2.0` 104 - Test: Use in CI pipeline 105 106 **Success Criteria**: 107 - ✅ 3 packages published (npm, PyPI, Docker) 108 - ✅ All packages installable from local registries 109 - ✅ At least one package actually used in workflow 110 111 **Time Estimate**: 8-10 hours 112 113 --- 114 115 #### Phase 15.5: Package Registry Optimization (Nov 12) 116 **Goal**: Streamline package publishing workflow based on learnings 117 118 **Tasks**: 119 - [ ] Create registry setup automation 120 - Script: `scripts/registry/setup-auth.sh` 121 - Auto-configure Verdaccio, devpi, Docker auth 122 - Verify connectivity and permissions 123 - [ ] Build package publishing helpers 124 - Script: `scripts/packages/publish-all.sh [version]` 125 - Script: `scripts/packages/version-bump.sh [major|minor|patch]` 126 - One-command publishing to all 3 registries 127 - [ ] Add shellcheck management tools 128 - Script: `scripts/quality/shellcheck-report.sh` 129 - Script: `scripts/quality/shellcheck-tracker.sh` 130 - Track progress toward zero warnings 131 - [ ] Create publishing documentation 132 - Guide: `docs/guides/publishing-packages.md` 133 - Troubleshooting: `docs/troubleshooting/registry-issues.md` 134 - Common issues and solutions 135 - [ ] Enhance pre-commit hooks 136 - Validate package.json syntax 137 - Validate pyproject.toml syntax 138 - Add Dockerfile linting (hadolint) 139 140 **Success Criteria**: 141 - ✅ Single command publishes to all 3 registries 142 - ✅ Registry auth automated 143 - ✅ Shellcheck progress trackable 144 - ✅ Publishing guide complete 145 146 **Time Estimate**: 2-3 hours 147 148 --- 149 150 ### Week 3-4: Operational Maturity 151 152 #### Phase 16: Disaster Recovery Validation (Nov 26 - Dec 2) 153 **Goal**: Prove backups work through actual restore testing 154 155 **Tasks**: 156 - [ ] Test Scenario 1: Registry Data Loss 157 - Stop all registries: `~/radicle-registry/registry-manager.sh stop` 158 - Backup current state: `cp -r ~/radicle-registry ~/radicle-registry.backup` 159 - Delete registry data: `rm -rf ~/radicle-registry/verdaccio/storage ~/radicle-registry/devpi/data` 160 - Restore from backup: `~/radicle-registry/restore-registries.sh --full` 161 - Verify packages accessible 162 - Document time taken and issues 163 - Create: `docs/operations/dr-tests/2025-11-26-registry-loss.md` 164 - [ ] Test Scenario 2: Radicle Node Data Loss 165 - Backup current state: `cp -r ~/.radicle ~/.radicle.backup` 166 - Stop node: `rad node stop` 167 - Delete storage: `rm -rf ~/.radicle/storage` 168 - Restore from backup 169 - Verify repos accessible 170 - Document results 171 - [ ] Test Scenario 3: Complete System Recovery 172 - Use VM or spare machine 173 - Fresh macOS install 174 - Restore everything from backup 175 - Document full procedure 176 - Time the complete recovery 177 - Update DR documentation with findings 178 - [ ] Update DR documentation 179 - Incorporate learnings from tests 180 - Update RTOs based on actual times 181 - Add troubleshooting for issues found 182 - Create runbook improvements 183 184 **Success Criteria**: 185 - ✅ All 3 DR scenarios tested successfully 186 - ✅ RTO targets met: Registry <1h, Node <30min, Full <4h 187 - ✅ Documentation updated with real test results 188 - ✅ At least one issue found and fixed 189 190 **Time Estimate**: 10-12 hours 191 192 --- 193 194 #### Phase 17: Workflow Transformation (Dec 3-9) 195 **Goal**: Switch to patch-based workflow for all changes 196 197 **Tasks**: 198 - [ ] Document patch workflow in practice 199 - Create guide: `docs/guides/patch-workflow-daily-use.md` 200 - Include real examples from this cycle 201 - Add troubleshooting section 202 - [ ] Establish patch workflow rule 203 - All changes must go through patches (no exceptions) 204 - Even small fixes use patch workflow 205 - Self-review before merge 206 - [ ] Create 5+ patches this week 207 - Use for: bug fixes, documentation updates, feature additions 208 - Test CI on each patch 209 - Document CI results 210 - Track metrics: creation time, review time, merge time 211 - [ ] Review and merge patches properly 212 - Use `./scripts/workflow/review-patch.sh` 213 - Check CI results before merge 214 - Use `./scripts/workflow/merge-patch.sh` (not direct merge) 215 - [ ] Track patch workflow metrics 216 - Lead time per patch 217 - CI success rate 218 - Review turnaround time 219 - Add to weekly metrics review 220 221 **Success Criteria**: 222 - ✅ 5+ patches created and merged 223 - ✅ 100% of changes go through patches 224 - ✅ CI triggered on every patch 225 - ✅ DORA metrics reflect patch workflow 226 227 **Time Estimate**: 6-8 hours (spread throughout week) 228 229 --- 230 231 ### Week 5-6: Sustainability & Habits 232 233 #### Phase 18: Metrics & Reporting (Dec 10-16) 234 **Goal**: Establish data-driven operational practices 235 236 **Tasks**: 237 - [ ] Set up weekly metrics review meeting 238 - Schedule: Friday 2 PM, 30 minutes 239 - Create agenda template: `docs/operations/weekly-metrics-template.md` 240 - Prepare dashboard snapshot tool 241 - [ ] Create first 3 weekly reports 242 - Week 1 (Dec 13): Baseline 243 - Week 2 (Dec 20): Progress 244 - Week 3 (Dec 27): Full cycle review 245 - Include: DORA, security, CI, infrastructure health 246 - Document in: `docs/operations/weekly-reports/YYYY-MM-DD.md` 247 - [ ] Build metrics dashboard 248 - Custom Grafana dashboard for dogfooding metrics 249 - Track: feature utilization, patch workflow, reviews, DR tests 250 - Add annotations for major events 251 - [ ] Create improvement actions 252 - Based on metrics, identify improvements 253 - Create patches for improvements 254 - Track impact of changes 255 256 **Success Criteria**: 257 - ✅ 3 weekly reviews completed 258 - ✅ Custom dogfooding dashboard created 259 - ✅ At least 2 improvement actions identified and implemented 260 - ✅ Metrics show progress toward 100% utilization 261 262 **Time Estimate**: 6-8 hours 263 264 --- 265 266 #### Phase 19: Documentation & Knowledge Transfer (Dec 17-23) 267 **Goal**: Document everything learned for team onboarding 268 269 **Tasks**: 270 - [ ] Create operational runbooks 271 - Daily operations: `docs/operations/runbooks/daily-ops.md` 272 - Weekly maintenance: `docs/operations/runbooks/weekly-maintenance.md` 273 - Monthly procedures: `docs/operations/runbooks/monthly-procedures.md` 274 - Incident response: `docs/operations/runbooks/incident-response.md` 275 - [ ] Update all documentation 276 - Add real usage examples from this cycle 277 - Fix any errors discovered through use 278 - Add troubleshooting sections 279 - Cross-link related documents 280 - [ ] Create onboarding guide 281 - For new team members 282 - Based on actual dogfooding experience 283 - Include common pitfalls and solutions 284 - Estimated time: 1 day to full productivity 285 - [ ] Document lessons learned 286 - What worked well 287 - What didn't work 288 - Unexpected benefits 289 - Areas for improvement 290 - Create: `docs/CYCLE-3-RETROSPECTIVE.md` 291 292 **Success Criteria**: 293 - ✅ 4 runbooks created 294 - ✅ 10+ documentation improvements made 295 - ✅ Onboarding guide completed and tested 296 - ✅ Retrospective documented 297 298 **Time Estimate**: 8-10 hours 299 300 --- 301 302 ## 📋 Daily & Weekly Rituals 303 304 ### Daily Rituals (5 minutes) 305 **Morning (9:00 AM)**: 306 ```bash 307 # 1. Open Grafana dashboards 308 open http://localhost:3000 309 310 # 2. Check overnight activity 311 ./scripts/monitoring/health-check.sh 312 313 # 3. Review notifications 314 tail -50 ~/radicle-ci/logs/notification-server.log 315 ``` 316 317 **Evening (5:00 PM)**: 318 ```bash 319 # 1. Review day's work 320 git log --since="1 day ago" --oneline 321 322 # 2. Check pending patches 323 ./scripts/workflow/list-patches.sh --open 324 325 # 3. Commit/patch any work in progress 326 ``` 327 328 ### Weekly Rituals 329 330 **Monday (9:00 AM) - 15 minutes**: 331 ```bash 332 # Security review 333 cat ~/radicle-ci/security-reports/$(ls -t ~/radicle-ci/security-reports/ | head -1) 334 # Document findings 335 vim docs/security/weekly-reviews/$(date +%Y-%m-%d).md 336 ``` 337 338 **Friday (2:00 PM) - 30 minutes**: 339 ```bash 340 # Metrics review meeting 341 ./scripts/monitoring/dora-metrics.sh --days 7 342 ./scripts/monitoring/security-metrics.sh --days 7 343 ./scripts/monitoring/ci-metrics.sh --since 7-days-ago 344 345 # Document and plan improvements 346 vim docs/operations/weekly-reports/$(date +%Y-%m-%d).md 347 ``` 348 349 --- 350 351 ## 🎯 Milestone Tracking 352 353 ### Week 1-2 Milestones 354 - [ ] Shellcheck installed and all warnings fixed 355 - [ ] CI configured and running on patches 356 - [ ] 3 packages published to registries 357 - [ ] Daily dashboard check habit established (10/14 days) 358 359 ### Week 3-4 Milestones 360 - [ ] All 3 DR scenarios tested successfully 361 - [ ] Patch workflow adopted for all changes 362 - [ ] 5+ patches created and merged 363 - [ ] First weekly metrics review completed 364 365 ### Week 5-6 Milestones 366 - [ ] 3 weekly metrics reviews done 367 - [ ] Custom dogfooding dashboard created 368 - [ ] 4 runbooks completed 369 - [ ] Cycle retrospective documented 370 371 ### End of Cycle Success Criteria 372 - [ ] **Feature Utilization**: 100% achieved 373 - [ ] **DORA Score**: Elite 4.0/4.0 maintained 374 - [ ] **Security Score**: 100/100 maintained 375 - [ ] **Patches**: 15+ created and merged 376 - [ ] **Packages**: 3+ published and used 377 - [ ] **DR Tests**: All 3 scenarios passed 378 - [ ] **Dashboards**: Checked 25+ days out of 42 379 - [ ] **Documentation**: 20+ improvements made 380 - [ ] **Habits**: Daily/weekly rituals established 381 382 --- 383 384 ## 📊 Cycle Dashboard 385 386 ### Feature Utilization Tracker 387 388 | Feature | Pre-Cycle | Target | Current | Status | 389 |---------|-----------|--------|---------|--------| 390 | **Patch Workflow** | 0% | 100% | _tracking_ | 🟡 In Progress | 391 | **CI/CD** | 0% | 100% | _tracking_ | 🟡 In Progress | 392 | **Security Reviews** | 0% | 100% | _tracking_ | 🟡 In Progress | 393 | **Dashboard Checks** | 0% | 80%+ | _tracking_ | 🟡 In Progress | 394 | **Package Registries** | 0% | 3+ packages | _tracking_ | 🟡 In Progress | 395 | **DR Testing** | Never | 3 scenarios | _tracking_ | 🟡 In Progress | 396 | **Documentation** | Ad-hoc | Systematic | _tracking_ | 🟡 In Progress | 397 | **Metrics Reviews** | None | Weekly | _tracking_ | 🟡 In Progress | 398 | **Pre-commit Hooks** | Passive | Active | _tracking_ | 🟡 In Progress | 399 | **Notifications** | Unused | Integrated | _tracking_ | 🟡 In Progress | 400 401 ### Phase Completion Tracker 402 403 | Phase | Status | Start Date | Complete Date | Time Spent | 404 |-------|--------|------------|---------------|------------| 405 | Phase 14: Daily Rituals | 🟡 Not Started | Nov 12 | - | - | 406 | Phase 15: Package Registries | 🟡 Not Started | Nov 19 | - | - | 407 | Phase 16: DR Validation | 🟡 Not Started | Nov 26 | - | - | 408 | Phase 17: Workflow Transform | 🟡 Not Started | Dec 3 | - | - | 409 | Phase 18: Metrics & Reporting | 🟡 Not Started | Dec 10 | - | - | 410 | Phase 19: Documentation | 🟡 Not Started | Dec 17 | - | - | 411 412 --- 413 414 ## 🚀 Getting Started Checklist 415 416 ### Today (Day 1 - Nov 12) 417 - [ ] Read full roadmap 418 - [ ] Review `docs/DOGFOODING-PLAN.md` 419 - [ ] Open Grafana dashboards for first time 420 - [ ] Check latest security scan 421 - [ ] Run health check: `./scripts/monitoring/health-check.sh` 422 423 ### This Week (Week 1) 424 - [ ] Install shellcheck: `brew install shellcheck` 425 - [ ] Configure CI for repository 426 - [ ] Start daily dashboard check habit 427 - [ ] Plan first security review (Monday) 428 - [ ] Review all shellcheck warnings 429 430 ### This Month (Weeks 1-4) 431 - [ ] Complete Phases 14-17 432 - [ ] Publish 3 packages 433 - [ ] Test all DR scenarios 434 - [ ] Create 10+ patches 435 - [ ] Establish daily/weekly rituals 436 437 --- 438 439 ## 🔄 Iteration & Adaptation 440 441 This roadmap is a living document. We'll adapt based on: 442 443 **Weekly Reviews**: 444 - What's working? 445 - What's not working? 446 - Do timelines need adjustment? 447 - Are metrics improving? 448 449 **Adaptation Triggers**: 450 - If phase takes 2x longer → reassess complexity 451 - If blocking issue → pause and resolve 452 - If new opportunities → evaluate priority 453 - If metrics not improving → investigate why 454 455 **Communication**: 456 - Document progress in weekly reports 457 - Update phase status regularly 458 - Note blockers and resolutions 459 - Celebrate wins 460 461 --- 462 463 ## 📈 Expected Outcomes 464 465 ### By End of Cycle 466 467 **Infrastructure Usage**: 468 - All features actively used daily/weekly 469 - Proven through real operational scenarios 470 - Documented best practices established 471 - Team-ready for onboarding 472 473 **Operational Maturity**: 474 - Daily rituals become automatic 475 - Weekly reviews drive improvements 476 - Metrics tracked and acted upon 477 - Issues caught and resolved quickly 478 479 **Documentation Quality**: 480 - Tested through real usage 481 - Errors found and fixed 482 - Examples from actual practice 483 - Runbooks for all operations 484 485 **Team Readiness**: 486 - Infrastructure proven in practice 487 - Clear onboarding path 488 - Documented workflows 489 - Established operational standards 490 491 **Continuous Improvement**: 492 - Data-driven decisions 493 - Regular retrospectives 494 - Iterative refinement 495 - Sustainable practices 496 497 --- 498 499 ## 🎯 Success Definition 500 501 **Cycle 3 is successful if**: 502 1. ✅ Feature utilization reaches 100% 503 2. ✅ Elite DORA and Security scores maintained 504 3. ✅ All DR scenarios tested and pass 505 4. ✅ Daily/weekly habits established and sustained 506 5. ✅ Documentation improved through use 507 6. ✅ Infrastructure ready for team adoption 508 7. ✅ Lessons learned documented for future 509 510 **Bonus Goals**: 511 - Find and fix 3+ issues through dogfooding 512 - Reduce operational overhead through automation 513 - Create reusable operational templates 514 - Build confidence in infrastructure reliability 515 516 --- 517 518 ## 📚 Related Documentation 519 520 - **Dogfooding Plan**: `docs/DOGFOODING-PLAN.md` - Detailed strategy 521 - **Previous Roadmap**: `docs/roadmap-progress-review.md` - Phases 1-13 522 - **Using Infrastructure**: `docs/using-the-infrastructure.md` - Usage guide 523 - **Weekly Reports**: `docs/operations/weekly-reports/` - Track progress 524 - **DR Tests**: `docs/operations/dr-tests/` - Test results 525 - **Security Reviews**: `docs/security/weekly-reviews/` - Security findings 526 527 --- 528 529 ## 📞 Questions & Support 530 531 If stuck or blocked: 532 1. Check relevant documentation first 533 2. Review troubleshooting guides 534 3. Check Grafana for metrics/alerts 535 4. Document the issue for future reference 536 537 For tracking: 538 - Create issues/tasks in `docs/operations/tasks/` 539 - Document blockers in weekly reports 540 - Note learnings in retrospective 541 542 --- 543 544 **Roadmap Version**: 1.0 545 **Created**: November 12, 2025 546 **Last Updated**: November 12, 2025 547 **Status**: Active - Starting Phase 14 548 549 **Let's build sustainable operational excellence!** 🚀