ops-jrz1/specs/001-extract-matrix-platform/analysis.md

Cross-Artifact Consistency Analysis

Date: 2025-10-11 Feature: Extract Matrix Platform Modules as Public Template Artifacts Analyzed: spec.md, plan.md, tasks.md, data-model.md, contracts/, quickstart.md

Executive Summary

Status: ✅ PASS - All artifacts are consistent with no critical issues

Metrics:

• Requirements: 29 functional requirements (FR-001 to FR-029)
• Tasks: 125 implementation tasks (T001 to T125)
• Coverage: 100% (all requirements have implementing tasks)
• Constitution Violations: 0 (constitution still in template state)
• Severity Issues: 0 critical, 0 high, 2 medium (recommendations)

Key Findings:

• All 29 functional requirements have clear task coverage
• Task organization by user story enables independent implementation
• Sanitization contracts properly referenced in tasks
• Success criteria measurable with specific task checkpoints
• Medium-priority recommendations for testing and sync frequency

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Requirements Coverage Analysis

Coverage Summary

Requirement Category	Count	Tasks Covering	Coverage
Repository Structure & Sanitization (FR-001 to FR-007)	7	28 tasks (Phase 3)	✅ 100%
Documentation (FR-008 to FR-013)	6	17 tasks (Phase 4)	✅ 100%
Security & Validation (FR-014 to FR-018)	5	15 tasks (Phases 2,3,8)	✅ 100%
Community & Governance (FR-019 to FR-022)	4	15 tasks (Phase 5)	✅ 100%
Sync Workflow (FR-023 to FR-026)	4	10 tasks (Phase 6)	✅ 100%
Testing & Deployment (FR-027 to FR-029)	3	23 tasks (Phase 7)	✅ 100%

Detailed Coverage Map

FR-001: Template MUST contain sanitized NixOS modules for Matrix homeserver, bridges, Forgejo, security hardening

• Tasks: T012-T019 (copy 8 modules from ops-base to staging), T022 (sanitize modules), T037 (commit sanitized modules), T116 (verify all 8 modules present)
• Coverage: ✅ Complete - 8 modules extracted, sanitized, and verified

FR-002: All personal domains MUST be replaced with generic examples (clarun.xyz → example.com)

• Tasks: T005 (create sanitization script implementing rule ID 1-3 from contracts/sanitization-rules.yaml), T022 (apply to modules), T023 (apply to configurations), T026-T027 (validate no personal domains), T110 (final grep validation)
• Coverage: ✅ Complete - sanitization rules, execution, validation all present

FR-003: All personal IP addresses MUST be replaced with RFC 1918/TEST-NET-3 examples

• Tasks: T005 (sanitization script implements rule ID 4-6), T026-T027 (validate no personal IPs), T110 (manual grep for 192.168.1.x, 45.77.x.x)
• Coverage: ✅ Complete - IP sanitization and validation covered

FR-004: All secrets MUST be removed and replaced with placeholders/sops-nix patterns

• Tasks: T005 (sanitization script rule ID 9-12 for secrets), T025 (add REPLACE_ME comments), T028 (gitleaks validation), T109 (final gitleaks check)
• Coverage: ✅ Complete - secret removal automated and validated multiple times

FR-005: All personal paths MUST be sanitized (/home/dan → /home/user)

• Tasks: T005 (sanitization script rule ID 7-8 for paths), T024 (manual review of comments), T110 (grep for /home/dan)
• Coverage: ✅ Complete - path sanitization automated and manually verified

FR-006: Template MUST have fresh git history with no ops-base secrets/logs

• Tasks: T002 (create new GitHub repo), T003 (clone fresh), T037-T039 (initial commits create new history), T111 (review git log for accidentally committed secrets)
• Coverage: ✅ Complete - fresh repo creation ensures clean history

FR-007: Repository MUST include example configurations that build successfully

• Tasks: T020-T021 (copy and rename configs to example-vps.nix, example-dev.nix), T031 (create minimal-matrix.nix example), T034-T036 (verify builds pass), T114-T115 (final build validation)
• Coverage: ✅ Complete - 3 example configs with multiple build validations

FR-008: Template MUST include README with features, quick start, architecture

• Tasks: T010 (initial README), T105 (expand with comprehensive content), T106-T108 (add badges and community links)
• Coverage: ✅ Complete - README created and expanded

FR-009: Template MUST include getting-started.md with 5-minute quickstart

• Tasks: T049 (create getting-started.md with prerequisites, customization, deployment), T086 (validate by following it during VPS test), T101 (update based on deployment experience)
• Coverage: ✅ Complete - doc created, tested, and refined

FR-010: Template MUST include bridge setup guides (slack, whatsapp, gmessages)

• Tasks: T043 (extract slack-setup.md from worklog), T044 (create whatsapp-setup.md), T045 (create gmessages-setup.md), T046 (sanitize all bridge docs)
• Coverage: ✅ Complete - all 3 bridge guides covered

FR-011: Template MUST include pattern documentation (config-generation, admin-room-setup)

• Tasks: T040 (extract config-generation.md from worklog), T041 (extract admin-room-setup.md), T042 (sanitize pattern docs)
• Coverage: ✅ Complete - both pattern docs covered

FR-012: Template MUST include secrets-management.md explaining sops-nix

• Tasks: T047 (extract from sops-nix RFC), T051 (sanitize), T088-T090 (validate during VPS deployment)
• Coverage: ✅ Complete - doc extracted and deployment-tested

FR-013: Documentation MUST be sanitized to remove personal infrastructure references

• Tasks: T042 (sanitize pattern docs), T046 (sanitize bridge docs), T051 (sanitize core docs), T053 (verify all examples use generic values)
• Coverage: ✅ Complete - comprehensive sanitization of all doc categories

FR-014: Template MUST pass gitleaks secret scanning with zero findings

• Tasks: T006 (create validation script with gitleaks), T028 (run during US2 sanitization), T109 (final full-repo scan), T112 (verify no .sops.yaml with real keys)
• Coverage: ✅ Complete - gitleaks validated 3+ times throughout workflow

FR-015: All example configurations MUST pass nix flake check validation

• Tasks: T034 (run nix flake check after flake creation), T113 (run on clean clone during polish)
• Coverage: ✅ Complete - validation at multiple stages

FR-016: Template MUST include GitHub Actions CI workflow with nix flake check + gitleaks

• Tasks: T007 (create .github/workflows/ci.yml from contracts/ci-validation.yaml), T062 (verify CI runs on push), T063-T065 (test CI with sample PRs)
• Coverage: ✅ Complete - CI creation and thorough testing

FR-017: Template MUST include pre-commit hooks for local secret scanning

• Tasks: T008 (create .pre-commit-config.yaml with gitleaks + nix flake check)
• Coverage: ✅ Complete - pre-commit config created

FR-018: Template MUST include SECURITY.md with vulnerability disclosure

• Tasks: T058 (create SECURITY.md with disclosure process, supported versions, response times)
• Coverage: ✅ Complete - comprehensive security policy

FR-019: Template MUST include CONTRIBUTING.md with guidelines

• Tasks: T057 (create CONTRIBUTING.md with contribution guidelines, testing, PR process)
• Coverage: ✅ Complete - contribution guidelines covered

FR-020: Template MUST include issue templates for bug reports and feature requests

• Tasks: T059 (create bug_report.yml), T060 (create feature_request.yml)
• Coverage: ✅ Complete - both issue templates present

FR-021: Template MUST include LICENSE file (MIT)

• Tasks: T011 (create LICENSE with MIT text)
• Coverage: ✅ Complete - MIT license creation

FR-022: Template MUST have GitHub Discussions enabled

• Tasks: T066 (enable GitHub Discussions with Q&A, Ideas, Show and Tell categories)
• Coverage: ✅ Complete - Discussions configuration specified

FR-023: Project MUST include documented workflow for syncing ops-base to template

• Tasks: T072 (create sync-to-template.sh script), T075 (document sync workflow in README), T076 (create sync testing checklist)
• Coverage: ✅ Complete - script, documentation, and testing checklist

FR-024: Project MUST include scripts/sync-to-template.sh helper script

• Tasks: T072 (create script based on research.md sync workflow: identify changes, sanitize, validate)
• Coverage: ✅ Complete - explicit script creation task

FR-025: Sync workflow MUST include validation steps (build check, gitleaks)

• Tasks: T076 (sync testing checklist based on sanitization-rules.yaml), T077-T079 (test sync workflow with validation)
• Coverage: ✅ Complete - validation integrated into sync testing

FR-026: Maintainer MUST have quarterly calendar reminders for sync

• Tasks: T074 (add quarterly sync schedule: January, April, July, October reminders)
• Coverage: ✅ Complete - calendar integration specified

FR-027: Example configurations MUST be tested by deploying to fresh VPS

• Tasks: T082-T084 (provision fresh VPS), T085-T091 (deploy following getting-started.md), T092-T096 (functional validation), T097-T099 (optional bridge testing)
• Coverage: ✅ Complete - comprehensive VPS deployment testing

FR-028: Template MUST support x86_64-linux architecture

• Tasks: T082 (provision VPS specifies x86_64-linux), T113-T115 (build validation confirms architecture support)
• Coverage: ✅ Complete - architecture specified and validated

FR-029: All modules MUST build against pinned nixpkgs version

• Tasks: T032 (create flake.nix with pinned inputs), T033 (run nix flake lock to generate lock file), T034 (verify builds work with pinned versions)
• Coverage: ✅ Complete - pinning and validation explicit

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Success Criteria Task Mapping

Success Criterion	Related Tasks	Validation Method
SC-001: Deploy Matrix in <30 min	T085-T091, T103	T103 verifies timing during VPS test
SC-002: All examples build	T034-T036, T113-T115	nix flake check + build commands
SC-003: gitleaks zero findings	T028, T109, T111	Multiple gitleaks scans throughout
SC-004: 8 modules extracted	T012-T019, T116	T116 explicit checklist verification
SC-005: 8 docs complete	T040-T051, T117	T117 explicit checklist verification
SC-006: CI runs on every commit	T007, T062-T065	CI creation + functional testing
SC-007: 10 stars in 3 months	T121-T125 (announcements)	Post-publication tracking (manual)
SC-008: 3 issues/PRs in 3 months	T057-T071 (governance)	Post-publication tracking (manual)
SC-009: Zero security incidents	T028, T109, T064	Multi-stage secret scanning
SC-010: Quarterly sync	T072-T081, T074	Sync workflow + calendar reminders

Coverage: ✅ All 10 success criteria have explicit validation tasks

---

User Story Traceability

US1 - Developer Deploys Matrix Platform (P1)

• Tasks: T082-T104 (23 tasks in Phase 7)
• Acceptance Coverage:
  • Scenario 1 (quick start understanding): T086 (follow getting-started.md), T103 (timing validation)
  • Scenario 2 (deployment succeeds): T091 (nixos-rebuild), T092-T094 (verify Matrix responds)
  • Scenario 3 (bridges work): T097-T099 (bridge setup and testing)
• Independent Test: Clone → customize → deploy → verify (T085-T096) ✅

US2 - Developer Sanitizes and Publishes Template (P1)

• Tasks: T012-T039 (28 tasks in Phase 3)
• Acceptance Coverage:
  • Scenario 1 (domains replaced): T022-T023 (sanitization), T026-T027 (validation)
  • Scenario 2 (IPs replaced): T005 (sanitization rules), T110 (grep validation)
  • Scenario 3 (gitleaks passes): T028 (during US2), T109 (final check)
  • Scenario 4 (builds pass): T034-T036 (nix flake check + builds)
• Independent Test: Sanitize → gitleaks → build (T022-T036) ✅

US3 - Developer Contributes to Template (P2)

• Tasks: T057-T071 (15 tasks in Phase 5)
• Acceptance Coverage:
  • Scenario 1 (CONTRIBUTING clear): T057 (create guidelines)
  • Scenario 2 (CI validates): T062-T065 (test CI workflow with PRs)
  • Scenario 3 (merge process works): T063-T065 (sample PR testing)
• Independent Test: Fork → change → CI → merge (T063-T065) ✅

US4 - Maintainer Syncs from ops-base (P2)

• Tasks: T072-T081 (10 tasks in Phase 6)
• Acceptance Coverage:
  • Scenario 1 (script identifies changes): T072 (create sync script), T077 (test with mock change)
  • Scenario 2 (validation prevents leaks): T076 (testing checklist), T078 (verify script rejects personal refs)
  • Scenario 3 (sync commits successfully): T079 (verify git tag + sync-log.md)
• Independent Test: Identify changes → sanitize → validate (T077-T079) ✅

US5 - Developer Learns from Documentation (P3)

• Tasks: T040-T056 (17 tasks in Phase 4)
• Acceptance Coverage:
  • Scenario 1 (Slack setup clear): T043 (extract slack-setup.md with Socket Mode + OAuth)
  • Scenario 2 (config-generation pattern): T040 (extract config-generation.md with rationale)
  • Scenario 3 (admin room setup): T041 (extract admin-room-setup.md with registration)
• Independent Test: Read docs → verify accuracy → verify sanitization (T052-T054) ✅

User Story Coverage: ✅ All 5 user stories fully mapped to tasks with testable acceptance scenarios

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Edge Case Coverage

Edge Case	Addressed By	Mitigation
Deploy without sops-nix setup	T088-T090, docs/secrets-management.md	T049 (getting-started.md includes prerequisites), T047 (secrets-management.md explains setup)
Different NixOS versions (stable vs unstable)	T084 (verify NixOS version), plan.md technical context	plan.md specifies 24.05+, flake.lock pins dependencies
ARM architecture deployment	FR-028 (x86_64 required, ARM optional)	Out of scope for v1.0 (documented in spec.md)
New personal refs after publication	T072-T081 (sync workflow)	Sync workflow includes sanitization and validation (T078 tests rejection)
Upstream bridge breaking changes	T032-T033 (pinned nixpkgs)	Pinning prevents surprise breakage, sync workflow for updates
Secret leakage during sync	T076 (sync testing checklist), T078 (validation test)	Multi-layer validation (gitleaks + manual patterns)

Edge Case Coverage: ✅ All 6 edge cases from spec.md addressed

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Contract Alignment

Sanitization Rules (contracts/sanitization-rules.yaml)

• 22 rules defined: Critical (9), High (8), Medium (5)
• Task implementation: T005 creates sanitization script implementing all 22 rules
• Validation: T026-T027 (automated), T024 (manual comments), T110 (final grep)
• Alignment: ✅ Complete - all rules have execution + validation tasks

CI Validation (contracts/ci-validation.yaml)

• 3 jobs defined: validate (nix flake check), security (gitleaks), docs (markdown-lint)
• Task implementation: T007 creates .github/workflows/ci.yml from contract spec
• Testing: T062-T065 verify CI behavior (pass/fail scenarios)
• Alignment: ✅ Complete - contract fully implemented and tested

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Data Model Entity Coverage

Entities and Lifecycle Implementation

Entity	Lifecycle States	Tasks Covering Lifecycle
Module	ops-base → staging → sanitized → published	T012-T019 (copy to staging), T022 (sanitize), T037 (publish)
Configuration	ops-base → staging → sanitized → published	T020-T021 (copy), T023 (sanitize), T038 (publish)
Secret	existing → removed → placeholders	T005 (removal rules), T025 (add REPLACE_ME), T029-T030 (sops examples)
Sanitization Rule	defined → automated → validated	T005 (automate), T026-T028 (validate during US2), T109-T110 (final validation)
Pattern Document	worklog → extracted → sanitized → published	T040-T041 (extract), T042 (sanitize), T055 (publish)
Sync Checkpoint	ops-base commit → sync-log entry → git tag	T073 (sync-log.md), T079 (verify tag creation)
Bridge Setup Guide	worklog → extracted → sanitized → tested	T043-T045 (extract/create), T046 (sanitize), T097-T099 (test)
CI/CD Pipeline	designed → implemented → tested → enforced	T007 (implement), T062-T065 (test), T069 (enforce via branch protection)

Entity Coverage: ✅ All 8 entities have complete lifecycle implementation

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Findings

Critical Issues (Severity 1)

Count: 0

High-Priority Issues (Severity 2)

Count: 0

Medium-Priority Recommendations (Severity 3)

Count: 2

M-001: VPS Integration Testing Scope

Description: Phase 7 (US1) tests deployment once during pre-publication. Consider adding periodic testing after publication.

Impact: Medium - template may drift or break between releases without regular validation

Affected Requirements: FR-027 (example configs tested on VPS)

Recommendation: Add to sync workflow (US4) - test on VPS after quarterly syncs, not just initial publication

Current Coverage: T082-T104 test once pre-publication, T072-T081 sync workflow has no VPS testing requirement

Suggested Action: Add task to Phase 6 - "T081A: Include VPS deployment test in quarterly sync validation checklist"

M-002: Community Success Metrics Tracking

Description: SC-007 (10 stars) and SC-008 (3 issues/PRs) lack explicit post-publication tracking tasks

Impact: Medium - maintainer may forget to monitor community engagement metrics

Affected Success Criteria: SC-007, SC-008

Recommendation: Add calendar reminder or tracking issue to monitor 3-month metrics

Current Coverage: T121-T125 handle announcements but no follow-up tracking specified

Suggested Action: Add task to Phase 8 - "T125A: Create GitHub issue to track SC-007/SC-008 metrics at 3-month mark"

Low-Priority Notes (Severity 4)

Count: 0

---

Consistency Checks

Placeholder Detection

• Analyzed: spec.md, plan.md, tasks.md, data-model.md, quickstart.md
• Patterns Checked: TODO, TKTK, ???, FIXME, XXX, PLACEHOLDER
• Result: ✅ No placeholders found - all sections complete

Requirement ID Continuity

• Range: FR-001 to FR-029
• Missing IDs: None
• Duplicate IDs: None
• Result: ✅ Continuous numbering, no gaps

Task ID Continuity

• Range: T001 to T125
• Missing IDs: None (Note: M-001/M-002 suggest T081A and T125A as additions)
• Duplicate IDs: None
• Result: ✅ Continuous numbering, 125 tasks assigned

Cross-Reference Validation

• spec.md → plan.md: All FR requirements reflected in plan technical context ✅
• plan.md → tasks.md: All phases match task organization ✅
• data-model.md → tasks.md: All entities have lifecycle tasks ✅
• contracts/ → tasks.md: Sanitization rules (T005), CI validation (T007) implemented ✅
• quickstart.md → tasks.md: 4-week timeline aligns with 8 phases ✅

---

Constitution Alignment

Status: N/A - No project-specific constitution defined

Note: The .specify/memory/constitution.md file is still in template state. This is a one-time extraction project following an established RFC rather than an ongoing software development project, so lack of custom constitution is acceptable.

Constraints Derived from Spec:

1. Security First - Zero tolerance for secret leakage ✅ (FR-014, multiple gitleaks validations)
2. Reproducibility - Deterministic builds ✅ (FR-029, pinned nixpkgs)
3. Testability - All configs validate ✅ (FR-015, multiple nix flake check tasks)
4. Documentation Quality - Comprehensive and sanitized ✅ (FR-008 to FR-013)
5. Community Governance - Clear policies ✅ (FR-019 to FR-022)

Alignment: ✅ All RFC-derived constraints have explicit requirement + task coverage

---

Metrics Summary

Coverage Metrics

• Requirements with Tasks: 29/29 (100%)
• User Stories with Tasks: 5/5 (100%)
• Success Criteria with Validation: 10/10 (100%)
• Edge Cases Addressed: 6/6 (100%)
• Contract Rules Implemented: 22/22 sanitization rules (100%)
• Data Model Entities with Lifecycle Tasks: 8/8 (100%)

Quality Metrics

• Critical Issues: 0
• High-Priority Issues: 0
• Medium Recommendations: 2 (optional improvements)
• Duplicate Requirements: 0
• Ambiguous Requirements: 0
• Missing Validation: 0

Task Metrics

• Total Tasks: 125
• Tasks with Clear Acceptance: 125 (100%)
• Tasks with File Paths: 98 (78%) - remainder are validation/process tasks
• Parallelizable Tasks: 45+ marked [P] (36%)
• Blocking Tasks: 7 (Phase 2 Foundational - correctly identified)

---

Recommendations

Immediate Actions (Optional Enhancements)

1. Accept as-is: All requirements covered, no blocking issues - can proceed to implementation
2. Add M-001 enhancement: Add quarterly VPS testing to sync workflow (low effort, high value)
3. Add M-002 enhancement: Add 3-month metric tracking task (trivial effort, useful reminder)

For Implementation Phase

1. Phase Discipline: Complete Phase 2 (Foundational) before any extraction work - scripts MUST exist first
2. Parallel Execution: Leverage 45+ parallelizable tasks - Phase 3 module copies, Phase 4 doc extraction
3. MVP Strategy: Consider US2+US5+US1 first (73 tasks) to validate core template before governance/sync
4. Validation Cadence: Run gitleaks after every phase, not just at endpoints
5. Documentation Testing: During Phase 7 (VPS test), treat docs as user would - note all confusion points

For Future Iterations (Post v1.0)

1. Automated VPS Testing: Consider GitHub Actions workflow for periodic deployment tests (v1.1+)
2. Cachix Integration: If builds slow, add Cachix for binary caching (deferred per research.md)
3. ARM Support: Community may request ARM architecture support (track in discussions)
4. Additional Bridges: Signal, Telegram, Discord may be requested (evaluate after publication)

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Conclusion

Overall Assessment: ✅ READY FOR IMPLEMENTATION

The specification, plan, and task breakdown are comprehensive, consistent, and complete. All 29 functional requirements have clear task coverage with validation methods. The two medium-priority recommendations are optional enhancements that do not block implementation.

Strengths:

• 100% requirement-to-task coverage with explicit validation
• Well-organized phase dependencies (foundational → extraction → testing)
• Multiple layers of security validation (gitleaks, manual review, CI)
• Independent user stories enable parallel work and incremental delivery
• Comprehensive contracts (sanitization rules, CI validation) guide implementation

Recommended Next Step: Proceed with implementation starting from Phase 1 (Setup). Use the quickstart.md 4-week guide as a timeline reference, but prioritize completing Phase 2 (Foundational) before ANY extraction work begins.

No blocking issues identified - the artifacts are implementation-ready as written.