# Phase 2 Kickoff Checklist

**Project**: Tractatus AI Safety Framework
**Phase**: 2 - Production Deployment & AI Features
**Duration**: 2-3 months (12 weeks)
**Status**: APPROVED - Ready to Execute
**Domain**: agenticgovernance.digital

---

## Overview

This checklist provides a step-by-step guide for executing Phase 2 deployment. Complete each section sequentially to ensure smooth deployment and avoid missing critical steps.

**Color Coding**:
- ✅ Complete
- 🔄 In Progress
- ⏳ Pending (blocked or scheduled for later)
- ❌ Not Started

---

## Pre-Kickoff (Week 0)

### Administrative Setup

- [ ] **Sign TRA-OPS-* Governance Documents**
  - TRA-OPS-0001: AI Content Generation Policy
  - TRA-OPS-0002: Blog Editorial Guidelines
  - TRA-OPS-0003: Media Inquiry Response Protocol
  - TRA-OPS-0004: Case Study Moderation Standards
  - TRA-OPS-0005: Human Oversight Requirements
  - **Action**: Add digital signature or email confirmation to John Stroh

- [ ] **Budget Approval Documentation**
  - Phase 2 total: $550 USD (~$900 NZD)
  - Monthly ongoing: $100-150 USD
  - **Action**: Document approval (email, spreadsheet, or formal doc)

- [ ] **Payment Methods Setup**
  - OVHCloud account created
  - Payment method added (credit card or PayPal)
  - Anthropic account created (for Claude API)
  - Payment method added to Anthropic
  - **Action**: Verify both accounts have valid payment methods

---

### Account Creation

- [ ] **OVHCloud Account**
  - Account created: ___________
  - Email verified: ___________
  - 2FA enabled: ___________
  - **Login**: Save credentials securely (password manager)

- [ ] **Anthropic Claude API Account**
  - Account created: ___________
  - Email verified: ___________
  - Production API key generated: ___________
  - **Security**: Store API key in password manager (NEVER commit to Git)

- [ ] **Domain Configuration**
  - Domain: agenticgovernance.digital ✅ (already registered)
  - Registrar: OVHCloud ✅
  - Auto-renewal enabled: ___________
  - Registrar lock enabled: ___________

---

### Security Preparation

- [ ] **SSH Key Generation**
  - Generate ED25519 key: `ssh-keygen -t ed25519 -C "tractatus-deploy"`
  - Key location: `~/.ssh/tractatus_ed25519`
  - Public key copied: `~/.ssh/tractatus_ed25519.pub`
  - **Action**: Save private key securely, NEVER share

- [ ] **Secret Generation**
  - JWT_SECRET (64 chars): `node -e "console.log(require('crypto').randomBytes(64).toString('hex'))"`
  - MongoDB password (32 chars): `node -e "console.log(require('crypto').randomBytes(32).toString('base64'))"`
  - **Action**: Store in password manager, ready for .env.production

- [ ] **Email Configuration**
  - ProtonMail account: john.stroh.nz@pm.me ✅ (existing)
  - ProtonBridge installed: ___________
  - SMTP credentials ready: ___________

---

## Week 1: Infrastructure Setup

### Day 1-2: Server Provisioning

- [ ] **Provision OVHCloud VPS**
  - Login to OVHCloud control panel
  - Select: VPS Essential (2 vCore, 4GB RAM, 80GB SSD)
  - Region: Singapore or Australia (preferred)
  - OS: Ubuntu 22.04 LTS
  - Generate root password (save securely)
  - Provision server (5-10 minutes)
  - **Server IP**: ___.___.___.___

- [ ] **Initial Server Access**
  - SSH to server as root: `ssh root@<server_ip>`
  - Update system: `apt update && apt upgrade -y`
  - Verify Ubuntu version: `lsb_release -a` (should be 22.04)

- [ ] **Create Non-Root User**
  - Create user: `adduser tractatus`
  - Add to sudo: `usermod -aG sudo tractatus`
  - Set up SSH dir: `mkdir -p /home/tractatus/.ssh && chmod 700 /home/tractatus/.ssh`
  - Copy public key: `ssh-copy-id tractatus@<server_ip>`
  - Test login: `ssh tractatus@<server_ip>`
  - **Verify**: Can login as tractatus with SSH key

### Day 3: Security Hardening

- [ ] **SSH Hardening**
  - Edit config: `sudo nano /etc/ssh/sshd_config`
  - Set: `PermitRootLogin no`
  - Set: `PasswordAuthentication no`
  - Set: `PubkeyAuthentication yes`
  - Set: `AllowUsers tractatus`
  - Restart SSH: `sudo systemctl restart sshd`
  - **Test**: Try SSH as root (should FAIL)

- [ ] **Firewall Setup (UFW)**
  - Allow SSH from your IP: `sudo ufw allow from <your_ip> to any port 22`
  - Allow HTTP: `sudo ufw allow 80/tcp`
  - Allow HTTPS: `sudo ufw allow 443/tcp`
  - Enable: `sudo ufw enable`
  - Verify: `sudo ufw status verbose`
  - **Check**: Port 22 restricted, 80/443 open

- [ ] **Fail2ban Installation**
  - Install: `sudo apt install -y fail2ban`
  - Copy config: `sudo cp /etc/fail2ban/jail.conf /etc/fail2ban/jail.local`
  - Enable SSH jail: Edit `/etc/fail2ban/jail.local`, set `[sshd] enabled = true`
  - Restart: `sudo systemctl restart fail2ban`
  - Verify: `sudo fail2ban-client status`

- [ ] **Automatic Security Updates**
  - Install: `sudo apt install -y unattended-upgrades`
  - Configure: `sudo dpkg-reconfigure -plow unattended-upgrades` (select Yes)
  - Verify: `cat /etc/apt/apt.conf.d/20auto-upgrades`

### Day 4-5: Application Stack Installation

- [ ] **Install Node.js 18 LTS**
  - Add repository: `curl -fsSL https://deb.nodesource.com/setup_18.x | sudo -E bash -`
  - Install: `sudo apt install -y nodejs`
  - Verify: `node --version` (should be v18.x.x)
  - Verify: `npm --version` (should be 9.x.x or higher)

- [ ] **Install MongoDB 7.x**
  - Add GPG key: `curl -fsSL https://www.mongodb.org/static/pgp/server-7.0.asc | sudo gpg --dearmor -o /etc/apt/trusted.gpg.d/mongodb-server-7.0.gpg`
  - Add repository: `echo "deb [ arch=amd64,arm64 ] https://repo.mongodb.org/apt/ubuntu jammy/mongodb-org/7.0 multiverse" | sudo tee /etc/apt/sources.list.d/mongodb-org-7.0.list`
  - Update: `sudo apt update`
  - Install: `sudo apt install -y mongodb-org`
  - Start: `sudo systemctl start mongod`
  - Enable: `sudo systemctl enable mongod`
  - Verify: `mongosh --eval 'db.version()'` (should be 7.0.x)

- [ ] **Install Nginx**
  - Install: `sudo apt install -y nginx`
  - Start: `sudo systemctl start nginx`
  - Enable: `sudo systemctl enable nginx`
  - Verify: `curl http://<server_ip>` (should see "Welcome to nginx")

- [ ] **Install Additional Tools**
  - Install: `sudo apt install -y git curl wget vim htop certbot python3-certbot-nginx`
  - Verify Git: `git --version`
  - Verify Certbot: `certbot --version`

---

## Week 2: Application Deployment

### Day 6-7: DNS Configuration

- [ ] **Configure OVHCloud DNS**
  - Login to OVHCloud control panel
  - Navigate to: Domains → agenticgovernance.digital → DNS Zone
  - Add A record:
    - Type: A
    - Subdomain: @ (root)
    - Target: <server_ip>
    - TTL: 3600
  - Add A record for www:
    - Type: A
    - Subdomain: www
    - Target: <server_ip>
    - TTL: 3600
  - Add AAAA record (IPv6, if available):
    - Type: AAAA
    - Subdomain: @
    - Target: <server_ipv6>
  - **Wait**: DNS propagation (24-48 hours max, usually <2 hours)

- [ ] **Verify DNS Propagation**
  - Check A record: `dig agenticgovernance.digital +short`
  - Check www: `dig www.agenticgovernance.digital +short`
  - Online check: https://dnschecker.org
  - **Confirm**: Both @ and www resolve to server IP

### Day 8-9: Application Code Deployment

- [ ] **Create Application Directory**
  - Create: `sudo mkdir -p /var/www/tractatus`
  - Ownership: `sudo chown tractatus:tractatus /var/www/tractatus`
  - Permissions: `sudo chmod 755 /var/www/tractatus`

- [ ] **Clone Repository**
  - Navigate: `cd /var/www/tractatus`
  - Clone: `git clone https://github.com/your-org/tractatus.git .`
  - **If private repo**: Set up deploy key first
  - Verify: `ls -la` (should see package.json, src/, public/, etc.)

- [ ] **Install Dependencies**
  - Install production: `npm install --production`
  - **Wait**: 2-5 minutes for npm install
  - Verify: `ls -la node_modules/` (should have packages)

- [ ] **Configure Environment**
  - Copy template: `cp .env.example .env.production`
  - Edit: `nano .env.production`
  - Set variables:
    ```
    NODE_ENV=production
    PORT=9000
    MONGODB_URI=mongodb://localhost:27017/tractatus_prod
    JWT_SECRET=<generated_64_char_secret>
    JWT_EXPIRY=7d
    CLAUDE_API_KEY=<anthropic_api_key>
    CLAUDE_MODEL=claude-sonnet-4-5-20250929
    ADMIN_EMAIL=john.stroh.nz@pm.me
    ```
  - Secure permissions: `chmod 600 .env.production`
  - **Verify**: `cat .env.production` (secrets present, file readable only by owner)

- [ ] **Build Assets**
  - Build Tailwind CSS: `npm run build:css`
  - Verify: `ls -lh public/css/tailwind.css` (should be ~24KB)

### Day 10: Database Initialization

- [ ] **Configure MongoDB Authentication**
  - Edit config: `sudo nano /etc/mongod.conf`
  - Set:
    ```yaml
    security:
      authorization: enabled
    net:
      bindIp: 127.0.0.1
      port: 27017
    ```
  - Restart: `sudo systemctl restart mongod`
  - Verify: `sudo systemctl status mongod` (should be running)

- [ ] **Create Database & User**
  - Connect: `mongosh`
  - Create user:
    ```javascript
    use tractatus_prod
    db.createUser({
      user: 'tractatus',
      pwd: '<secure_mongodb_password>',
      roles: [{ role: 'readWrite', db: 'tractatus_prod' }]
    })
    ```
  - Exit: `exit`

- [ ] **Initialize Database**
  - Run migration: `npm run init:db`
  - Seed admin user: `npm run seed:admin`
  - **Verify**: `mongosh tractatus_prod -u tractatus -p` (should connect)

---

## Week 3: Service Configuration

### Day 11-12: Systemd Service

- [ ] **Create Systemd Service File**
  - Create: `sudo nano /etc/systemd/system/tractatus.service`
  - Content:
    ```ini
    [Unit]
    Description=Tractatus AI Safety Framework
    After=network.target mongod.service

    [Service]
    Type=simple
    User=tractatus
    WorkingDirectory=/var/www/tractatus
    Environment=NODE_ENV=production
    EnvironmentFile=/var/www/tractatus/.env.production
    ExecStart=/usr/bin/node src/server.js
    Restart=on-failure
    RestartSec=10

    [Install]
    WantedBy=multi-user.target
    ```
  - Reload: `sudo systemctl daemon-reload`

- [ ] **Enable & Start Service**
  - Enable: `sudo systemctl enable tractatus.service`
  - Start: `sudo systemctl start tractatus.service`
  - Check status: `sudo systemctl status tractatus.service`
  - View logs: `sudo journalctl -u tractatus.service -f`
  - **Verify**: Service running, no errors in logs

- [ ] **Test Application**
  - Test locally: `curl http://localhost:9000/health`
  - **Expected**: `{"status":"healthy","database":"connected"}`

### Day 13-14: Nginx Configuration

- [ ] **Create Nginx Site Config**
  - Create: `sudo nano /etc/nginx/sites-available/tractatus`
  - Content: (Use configuration from PHASE-2-INFRASTRUCTURE-PLAN.md)
  - Enable site: `sudo ln -s /etc/nginx/sites-available/tractatus /etc/nginx/sites-enabled/`
  - Remove default: `sudo rm /etc/nginx/sites-enabled/default`

- [ ] **Test Nginx Configuration**
  - Test config: `sudo nginx -t`
  - **Expected**: "syntax is ok", "test is successful"

- [ ] **Reload Nginx**
  - Reload: `sudo systemctl reload nginx`
  - Check status: `sudo systemctl status nginx`
  - **Verify**: Nginx running, no errors

### Day 15: SSL/TLS Setup

- [ ] **Obtain Let's Encrypt Certificate**
  - Run Certbot: `sudo certbot --nginx -d agenticgovernance.digital -d www.agenticgovernance.digital`
  - Enter email: john.stroh.nz@pm.me
  - Agree to terms: Y
  - Share email: N (optional)
  - Redirect HTTP to HTTPS: Y (option 2)
  - **Wait**: Certificate issuance (30-60 seconds)

- [ ] **Verify SSL Certificate**
  - Test HTTPS: `curl https://agenticgovernance.digital/health`
  - Browser test: Open https://agenticgovernance.digital
  - SSL Labs test: https://www.ssllabs.com/ssltest/ (should be A+)

- [ ] **Test Auto-Renewal**
  - Dry run: `sudo certbot renew --dry-run`
  - **Expected**: "Congratulations, all renewals succeeded"
  - Verify timer: `sudo systemctl list-timers | grep certbot`

---

## Week 4: Monitoring & Testing

### Day 16-17: Logging & Monitoring

- [ ] **Configure Log Rotation**
  - Create: `sudo nano /etc/logrotate.d/tractatus`
  - Content:
    ```
    /var/log/tractatus/*.log {
        daily
        rotate 7
        compress
        delaycompress
        missingok
        notifempty
        create 0640 tractatus tractatus
    }
    ```
  - Test: `sudo logrotate -f /etc/logrotate.d/tractatus`

- [ ] **Create Healthcheck Script**
  - Create: `sudo nano /usr/local/bin/tractatus-healthcheck.sh`
  - Content: (Use script from PHASE-2-INFRASTRUCTURE-PLAN.md)
  - Make executable: `sudo chmod +x /usr/local/bin/tractatus-healthcheck.sh`
  - Test: `/usr/local/bin/tractatus-healthcheck.sh`

- [ ] **Configure Cron for Monitoring**
  - Edit crontab: `sudo crontab -e`
  - Add: `*/5 * * * * /usr/local/bin/tractatus-healthcheck.sh`
  - Verify: `sudo crontab -l`

### Day 18-19: Backup Configuration

- [ ] **Create Backup Script**
  - Create: `nano ~/backup-mongodb.sh`
  - Content: (Use script from PHASE-2-INFRASTRUCTURE-PLAN.md)
  - Make executable: `chmod +x ~/backup-mongodb.sh`
  - Test: `./backup-mongodb.sh`
  - Verify: `ls -lh /var/backups/tractatus/mongodb/`

- [ ] **Schedule Daily Backups**
  - Edit crontab: `crontab -e`
  - Add: `0 2 * * * /home/tractatus/backup-mongodb.sh >> /var/log/tractatus/backup.log 2>&1`
  - Verify: `crontab -l`

### Day 20-21: Production Testing

- [ ] **Smoke Tests**
  - Homepage: https://agenticgovernance.digital/
  - Docs viewer: https://agenticgovernance.digital/docs-viewer.html
  - API health: https://agenticgovernance.digital/health
  - Admin login: https://agenticgovernance.digital/admin/login.html
  - Researcher path: https://agenticgovernance.digital/researcher.html
  - Implementer path: https://agenticgovernance.digital/implementer.html
  - Advocate path: https://agenticgovernance.digital/advocate.html
  - **Verify**: All pages load, no console errors

- [ ] **Performance Testing**
  - Lighthouse audit: Run from Chrome DevTools
  - Target: Performance >90, Accessibility 100, Best Practices 100, SEO >90
  - WebPageTest: https://www.webpagetest.org
  - Target: <3s load time (95th percentile)

- [ ] **Security Testing**
  - SSL Labs: https://www.ssllabs.com/ssltest/
  - Target: A+ rating
  - Security Headers: https://securityheaders.com
  - Target: A rating
  - CSP check: Browser console (no violations)

**Milestone 1 Complete**: ✅ Infrastructure deployed, site live at https://agenticgovernance.digital

---

## Week 5-8: AI Features Implementation

### Week 5: Claude API Integration

- [ ] **API Key Configuration**
  - Add to .env.production: `CLAUDE_API_KEY=<key>`
  - Restart service: `sudo systemctl restart tractatus.service`
  - **Verify**: No errors in logs

- [ ] **Rate Limiting Setup**
  - Configure in ClaudeAPI.service.js:
    - Requests/minute: 60
    - Tokens/day: 500,000
    - Monthly budget: $200
  - Test limits: (unit test)

- [ ] **Cost Monitoring**
  - Create dashboard view: /admin/api-usage
  - Show: tokens used today, cost estimate, budget remaining
  - Alert threshold: 80% of monthly budget
  - **Test**: View dashboard, verify metrics

### Week 6: Blog Curation System

- [ ] **Blog Database Schema**
  - Create BlogPost model: src/models/BlogPost.model.js
  - Fields: title, slug, content, author, published_at, ai_assisted, etc.
  - Indexes: slug (unique), published_at, category

- [ ] **Topic Suggestion Pipeline**
  - Implement: src/services/BlogCuration.service.js
  - Method: suggestTopics(newsFeeds) → topics[]
  - Test: Generate 5-10 topics from mock data

- [ ] **Outline Generation**
  - Method: generateOutline(topic) → outline
  - Test: Generate outline for approved topic

- [ ] **Blog UI**
  - Create: public/blog/index.html (list view)
  - Create: public/blog/[slug].html (single post view)
  - Create: public/blog/feed.xml (RSS)
  - **Test**: View blog list, single post, RSS feed

- [ ] **Seed Content** (3-5 posts)
  - Post 1: "Introducing the Tractatus Framework"
  - Post 2: "The 27027 Incident: A Case Study"
  - Post 3: "Why AI Safety Needs Architecture"
  - Post 4: "Boundary Enforcement in Practice"
  - Post 5: "Human Oversight: Not Optional"
  - **Publish**: All posts live on blog

### Week 7: Media Inquiry Triage

- [ ] **Media Inquiry Form**
  - Create: public/contact.html
  - Fields: name, email, organization, message, type (press/academic/commercial)
  - Validation: Required fields, email format

- [ ] **AI Classification**
  - Implement: src/services/MediaTriage.service.js
  - Method: classifyInquiry(text) → {category, priority, confidence}
  - Test: Classify sample inquiries

- [ ] **Priority Scoring**
  - Method: calculatePriority(inquiry) → score (0.0-1.0)
  - Factors: reach, relevance, urgency, alignment
  - Test: Verify scores for sample inquiries

- [ ] **Draft Response Generation**
  - Method: generateDraft(inquiry, category) → draft
  - Templates: Press, Academic, Commercial, Community
  - Test: Generate drafts for each category

- [ ] **Admin Triage Dashboard**
  - View: /admin/media-triage
  - Features: List inquiries, view AI analysis, approve/edit/reject drafts
  - **Test**: Submit inquiry, review in dashboard

### Week 8: Case Study Portal

- [ ] **Case Study Form**
  - Create: public/submit-case-study.html
  - Fields: title, summary, date, AI system, source URL, failure mode, description, consent
  - Validation: Required fields, URL format, consent checkbox

- [ ] **AI Relevance Analysis**
  - Implement: src/services/CaseStudyAnalysis.service.js
  - Method: assessRelevance(submission) → {relevant, confidence, reasoning}
  - Test: Analyze sample submissions

- [ ] **Tractatus Mapping**
  - Method: mapToFramework(submission) → {components[], prevention_strategy}
  - Test: Map sample failures to framework components

- [ ] **Moderation Queue**
  - View: /admin/case-studies
  - Features: List submissions, view AI analysis, approve/reject/request changes
  - **Test**: Submit case study, review in queue

- [ ] **Public Case Study Viewer**
  - Create: public/case-studies/index.html (list)
  - Create: public/case-studies/[slug].html (single)
  - **Test**: View published case studies

- [ ] **Seed Case Studies** (3-5 examples)
  - Case 1: "The 27027 Incident" (instruction override)
  - Case 2: "ChatGPT Medical Hallucination" (boundary violation)
  - Case 3: "GitHub Copilot Code Injection" (context pressure)
  - Case 4: "Bing Chat Sydney Persona" (metacognitive failure)
  - Case 5: "Jasper AI Copyright Violation" (boundary violation)
  - **Publish**: All case studies live

**Milestone 2 Complete**: ✅ All AI features operational, human oversight enforced

---

## Week 9-10: Polish & Testing

### Week 9: Governance Audit

- [ ] **Review All AI Prompts**
  - Blog topic suggestion prompt: Aligned with TRA-OPS-0002? ___
  - Blog outline prompt: Aligned with TRA-OPS-0002? ___
  - Media classification prompt: Aligned with TRA-OPS-0003? ___
  - Case study analysis prompt: Aligned with TRA-OPS-0004? ___
  - **Action**: Update prompts if needed

- [ ] **Test Boundary Enforcement**
  - Attempt to auto-publish blog post (should FAIL) ___
  - Attempt to auto-send media response (should FAIL) ___
  - Attempt to auto-publish case study (should FAIL) ___
  - **Verify**: All blocked by BoundaryEnforcer

- [ ] **Audit Trail Verification**
  - Check database: All AI decisions logged? ___
  - Fields present: input, output, human_decision, reviewer, timestamp? ___
  - Retention: 2-year policy documented? ___

### Week 10: End-to-End Testing

- [ ] **User Journey Testing**
  - Journey 1: Researcher explores docs, views demos, submits feedback
  - Journey 2: Implementer reviews API docs, tests integration, submits case study
  - Journey 3: Advocate reads blog, understands principles, shares on social media
  - **Verify**: All journeys complete without errors

- [ ] **Mobile Testing**
  - Test on iPhone (Safari)
  - Test on Android (Chrome)
  - Verify: Responsive design, readable text, functional buttons
  - **Target**: All pages usable on mobile

- [ ] **Browser Compatibility**
  - Test on Chrome (latest)
  - Test on Firefox (latest)
  - Test on Safari (latest)
  - Test on Edge (latest)
  - **Verify**: No console errors, all features work

- [ ] **Accessibility Re-Audit**
  - Run WAVE: https://wave.webaim.org
  - Run Lighthouse: Accessibility score 100
  - Manual keyboard navigation: All interactive elements accessible
  - Screen reader test: NVDA or VoiceOver
  - **Target**: WCAG AA compliant

- [ ] **Load Testing**
  - Tool: k6 or Artillery
  - Scenario: 100 concurrent users, 5-minute test
  - Metrics: Response time <3s, error rate <1%
  - **Verify**: System handles load without degradation

---

## Week 11-12: Soft Launch

### Week 11: Launch Preparation

- [ ] **Finalize Soft Launch List**
  - Identify 8-12 researchers (names + emails)
  - Identify 8-12 implementers (names + emails)
  - Identify 4-6 advocates (names + emails)
  - **Total**: 20-30 users

- [ ] **Create Feedback Survey**
  - Tool: Google Forms or TypeForm
  - Questions: (Use template from PHASE-2-EMAIL-TEMPLATES.md)
  - Test: Complete survey yourself, verify all questions work
  - **Link**: _________________________

- [ ] **Prepare Invitation Emails**
  - Personalize Template A (Researcher) for each researcher
  - Personalize Template B (Implementer) for each implementer
  - Personalize Template C (Advocate) for each advocate
  - **Review**: All names correct, specific reasons included

- [ ] **Platform Final Check**
  - All blog posts published? ___
  - All case studies published? ___
  - All demos working? ___
  - Feedback form linked? ___
  - No broken links? ___
  - **Status**: Ready for users

### Week 12: Launch & Feedback

- [ ] **Send Invitations**
  - Send all emails (BCC for privacy)
  - Track: Spreadsheet with sent date, opened (if tracked), responded
  - **Date sent**: _____________

- [ ] **Monitor Platform**
  - Daily: Check server logs for errors
  - Daily: Review uptime monitoring (target: 99%+)
  - Daily: Check feedback form responses
  - **Action**: Respond to issues within 24 hours

- [ ] **Respond to Feedback**
  - Thank all respondents within 48 hours
  - Address critical issues immediately
  - Log all feedback themes in spreadsheet
  - **Target**: >30% response rate (9+ responses from 30 invitations)

- [ ] **Follow-Up Reminders**
  - Week 1: Send reminder (Template E)
  - Week 2: Send final reminder (Template G)
  - **Track**: Response rate after each reminder

- [ ] **Compile Feedback Report**
  - Themes: What users liked, what confused them, what's missing
  - Quantitative: Satisfaction scores, recommendation rate
  - Action items: Prioritized list of improvements
  - **Share**: Email summary to all participants

**Milestone 3 Complete**: ✅ Soft launch complete, feedback collected

---

## Post-Phase 2: Transition to Phase 3

### Evaluation

- [ ] **Review Success Criteria**
  - Technical success: Uptime 99%+, performance <3s, zero vulnerabilities ___
  - Governance success: 100% human approval, zero violations ___
  - User success: 20-50 users, 4+/5 rating, 50+ readers/post ___
  - Business success: Costs <$150/month, zero breaches ___

- [ ] **Decision: Proceed to Phase 3?**
  - All criteria met? ___
  - Critical bugs resolved? ___
  - Positive user feedback? ___
  - John Stroh approval? ___
  - **Decision**: GO / NO-GO / EXTEND

### Knowledge Transfer

- [ ] **Document Lessons Learned**
  - What went well? ___
  - What didn't go well? ___
  - What would we do differently? ___
  - **Action**: Create Phase 2 retrospective document

- [ ] **Update Documentation**
  - Update CLAUDE.md with Phase 2 completion
  - Update README.md if needed
  - Archive planning documents
  - **Status**: Documentation current

### Handoff (if hiring admin reviewer)

- [ ] **Admin Onboarding**
  - Share TRA-OPS-* governance documents
  - Train on moderation workflows
  - Grant access to admin dashboard
  - Shadow for 2 weeks
  - **Status**: Admin ready for independent work

---

## Emergency Contacts

**Server Issues**:
- OVHCloud Support: support.ovh.com
- Server IP: ___.___.___.___
- SSH: `ssh tractatus@<server_ip>`

**API Issues**:
- Anthropic Support: support@anthropic.com
- API Dashboard: https://console.anthropic.com

**Domain/DNS Issues**:
- OVHCloud DNS: ovh.com (control panel)
- DNS Checker: https://dnschecker.org

**Security Incidents**:
- Immediate: `sudo systemctl stop tractatus.service` (shut down application)
- Review logs: `sudo journalctl -u tractatus.service -n 1000`
- Contact: John Stroh (john.stroh.nz@pm.me)

---

## Progress Tracking

**Week-by-Week Summary**:

| Week | Focus | Status | Notes |
|------|-------|--------|-------|
| 0 | Pre-Kickoff | ☐ | Administrative setup, accounts |
| 1 | Infrastructure | ☐ | Server provisioning, security |
| 2 | Deployment | ☐ | DNS, app code, database |
| 3 | Services | ☐ | Systemd, Nginx, SSL |
| 4 | Monitoring | ☐ | Logs, backups, testing |
| 5 | Claude API | ☐ | Integration, rate limits |
| 6 | Blog System | ☐ | Curation pipeline, seed content |
| 7 | Media Triage | ☐ | Forms, classification, dashboard |
| 8 | Case Studies | ☐ | Submissions, analysis, moderation |
| 9 | Governance | ☐ | Audit, boundary tests |
| 10 | Testing | ☐ | E2E, mobile, accessibility |
| 11 | Prep Launch | ☐ | User list, survey, emails |
| 12 | Soft Launch | ☐ | Send invitations, collect feedback |

**Completion Percentage**: ___% (update weekly)

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## Revision History

| Date | Version | Changes |
|------|---------|---------|
| 2025-10-07 | 1.0 | Initial Phase 2 kickoff checklist |

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**Checklist Owner**: John Stroh
**Last Updated**: 2025-10-07
**Next Review**: Weekly during Phase 2 execution
