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

---

## 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

---

## 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

---

## 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

---

## 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

---

## 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

---

## 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)

---

## 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.