docs: comprehensive Phase 2 planning - roadmap, costs, governance, infrastructure
Phase 2 Planning Documents Created:
1. PHASE-2-ROADMAP.md (Comprehensive 3-month plan)
- Timeline & milestones (Month 1: Infrastructure, Month 2: AI features, Month 3: Soft launch)
- 5 workstreams: Infrastructure, AI features, Governance, Content, Analytics
- Success criteria (technical, governance, user, business)
- Risk assessment with mitigation strategies
- Decision points requiring approval
2. PHASE-2-COST-ESTIMATES.md (Budget planning)
- Total Phase 2 cost: $550 USD (~$900 NZD) for 3 months
- Recommended: VPS Essential ($30/mo) + Claude API ($50/mo)
- Usage scenarios: Minimal, Standard (recommended), High
- Cost optimization strategies (30-50% savings potential)
- Monthly budget template for post-launch
3. PHASE-2-INFRASTRUCTURE-PLAN.md (Technical specifications)
- Architecture: Cloudflare → Nginx → Node.js → MongoDB
- Server specs: OVHCloud VPS Essential (2 vCore, 4GB RAM, 80GB SSD)
- Deployment procedures (step-by-step server setup)
- Security hardening (UFW, Fail2ban, SSH, MongoDB)
- SSL/TLS with Let's Encrypt
- Monitoring, logging, backup & disaster recovery
- Complete deployment checklist (60+ verification steps)
4. Governance Documents (TRA-OPS-0001 through TRA-OPS-0005)
TRA-OPS-0001: AI Content Generation Policy (Master policy)
- Mandatory human approval for all AI content
- Values boundary enforcement (Tractatus §12.1-12.7)
- Transparency & attribution requirements
- Quality & accuracy standards
- Privacy & data protection (GDPR-lite)
- Cost & resource management ($200/month cap)
TRA-OPS-0002: Blog Editorial Guidelines
- Editorial mission & content principles
- 4 content categories (Framework updates, Case studies, Technical, Commentary)
- AI-assisted workflow (topic → outline → human draft → approval)
- Citation standards (APA-lite, 100% verification)
- Writing standards (tone, voice, format, structure)
- Publishing schedule (2-4 posts/month)
TRA-OPS-0003: Media Inquiry Response Protocol
- Inquiry classification (Press, Academic, Commercial, Community, Spam)
- AI-assisted triage with priority scoring
- Human approval for all responses (no auto-send)
- PII anonymization before AI processing
- Response templates & SLAs (4h for HIGH priority)
- Escalation procedures to John Stroh
TRA-OPS-0004: Case Study Moderation Standards
- Submission requirements (title, summary, source, failure mode)
- AI-assisted relevance assessment & Tractatus mapping
- Quality checklist (completeness, clarity, sources)
- Moderation workflow (approve/edit/request changes/reject)
- Attribution & licensing (CC BY-SA 4.0)
- Seed content: 3-5 curated case studies for launch
TRA-OPS-0005: Human Oversight Requirements
- 3 oversight models: MHA (mandatory approval), HITL (human-in-loop), HOTL (human-on-loop)
- Admin reviewer role & responsibilities
- Service level agreements (4h for media HIGH, 7 days for case studies)
- Approval authority matrix (admin vs. John Stroh)
- Quality assurance checklists
- Incident response (boundary violations, poor quality)
- Training & onboarding procedures
Key Principles Across All Documents:
- Tractatus dogfooding: Framework governs its own AI operations
- "What cannot be systematized must not be automated"
- Zero tolerance for AI values decisions without human approval
- Transparency in all AI assistance (clear attribution)
- Human-in-the-loop for STRATEGIC/OPERATIONAL quadrants
- Audit trail for all AI decisions (2-year retention)
Next Steps (Awaiting Approval):
- [ ] John Stroh reviews all 8 documents
- [ ] Budget approval ($550 for Phase 2, $100-150/month ongoing)
- [ ] Phase 2 start date confirmed
- [ ] OVHCloud VPS provisioned
- [ ] Anthropic Claude API account created
Phase 2 Status: PLANNING COMPLETE → Awaiting approval to begin deployment
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
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