- Create Economist SubmissionTracking package correctly: * mainArticle = full blog post content * coverLetter = 216-word SIR— letter * Links to blog post via blogPostId - Archive 'Letter to The Economist' from blog posts (it's the cover letter) - Fix date display on article cards (use published_at) - Target publication already displaying via blue badge Database changes: - Make blogPostId optional in SubmissionTracking model - Economist package ID: 68fa85ae49d4900e7f2ecd83 - Le Monde package ID: 68fa2abd2e6acd5691932150 Next: Enhanced modal with tabs, validation, export 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude <noreply@anthropic.com>
604 lines
20 KiB
Markdown
604 lines
20 KiB
Markdown
# Phase 2 Preparation Advisory
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**Project**: Tractatus AI Safety Framework
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**Domain**: agenticgovernance.digital
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**Objective**: World-Class UI/UX
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**Status**: Pre-Deployment Recommendations
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**Prepared**: 2025-10-07
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---
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## Table of Contents
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1. [UI/UX Excellence Preparation](#uiux-excellence-preparation)
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2. [Design System Documentation](#design-system-documentation)
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3. [Performance Optimization](#performance-optimization)
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4. [Accessibility Excellence](#accessibility-excellence)
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5. [Domain Migration Checklist](#domain-migration-checklist)
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6. [Security & Privacy](#security--privacy)
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7. [Content Readiness](#content-readiness)
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8. [Monitoring & Analytics](#monitoring--analytics)
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9. [User Testing Protocol](#user-testing-protocol)
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10. [Final Pre-Deployment Checklist](#final-pre-deployment-checklist)
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---
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## UI/UX Excellence Preparation
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### World-Class UI/UX Standards
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**Benchmark Sites**: Stripe Docs, Tailwind CSS Docs, Anthropic Claude Docs, Linear App
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**Core Principles**:
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1. **Clarity over cleverness**: Users understand immediately what the framework does
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2. **Speed**: Perceived performance matters more than measured performance
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3. **Consistency**: Every interaction follows predictable patterns
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4. **Accessibility**: WCAG AAA aspirational (AA minimum achieved)
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5. **Delight**: Subtle animations, thoughtful micro-interactions
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6. **Trust**: Professional, credible, transparent design
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### Recommended Actions
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**Before Deployment**:
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- [ ] Create comprehensive design system document (colors, typography, spacing, components)
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- [ ] Document component patterns (buttons, cards, modals, forms)
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- [ ] Define animation/transition standards (durations, easing functions)
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- [ ] Create UI component library reference page
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- [ ] Design mobile-first responsive breakpoints (documented)
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**During Soft Launch**:
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- [ ] Conduct user testing sessions (5-10 users from each audience)
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- [ ] Track Core Web Vitals (LCP, FID, CLS)
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- [ ] Gather qualitative feedback (usability, clarity, trust)
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- [ ] A/B test key flows (researcher path vs. implementer path)
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---
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## Design System Documentation
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### Create: `/docs/DESIGN-SYSTEM.md`
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**Content to Document**:
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#### Color Palette
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```css
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/* Primary Colors */
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--blue-600: #2563eb; /* Primary CTA */
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--blue-700: #1d4ed8; /* Hover states */
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--purple-700: #7c3aed; /* Accents */
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/* Semantic Colors */
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--success: #10b981; /* Approvals, success states */
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--warning: #f59e0b; /* Warnings, pending states */
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--error: #ef4444; /* Errors, rejections */
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--info: #3b82f6; /* Information, tips */
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/* Neutrals */
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--gray-50 through --gray-900 (full Tailwind scale)
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```
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#### Typography Scale
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```css
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/* Headings */
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h1: 2.5rem (40px), font-bold, line-height 1.2
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h2: 2rem (32px), font-bold, line-height 1.3
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h3: 1.5rem (24px), font-semibold, line-height 1.4
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h4: 1.25rem (20px), font-semibold, line-height 1.5
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/* Body */
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body: 1rem (16px), font-normal, line-height 1.6
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small: 0.875rem (14px), font-normal, line-height 1.5
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```
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#### Spacing System
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```
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4px, 8px, 12px, 16px, 24px, 32px, 48px, 64px, 96px
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(Tailwind's 1, 2, 3, 4, 6, 8, 12, 16, 24 scale)
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```
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#### Component Patterns
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- **Buttons**: Primary, Secondary, Outline, Ghost, sizes (sm, md, lg)
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- **Cards**: Default, Hover, Interactive, Stat cards
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- **Forms**: Input, Textarea, Select, Checkbox, Radio
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- **Modals**: Center, Slide-over, Confirmation dialogs
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- **Notifications**: Toast, Banner, Inline alerts
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#### Animation Standards
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```css
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/* Transitions */
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--transition-fast: 150ms ease-in-out;
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--transition-base: 200ms ease-in-out;
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--transition-slow: 300ms ease-in-out;
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/* Easing */
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--ease-in-out: cubic-bezier(0.4, 0, 0.2, 1);
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--ease-out: cubic-bezier(0, 0, 0.2, 1);
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```
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**Action**: Create this document before Week 5 (AI features). Use it to guide all UI implementation.
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---
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## Performance Optimization
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### Target Metrics (World-Class Standards)
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| Metric | Target | Current | Status |
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|--------|--------|---------|--------|
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| **Largest Contentful Paint (LCP)** | <2.5s | ~1.8s | ✅ Good |
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| **First Input Delay (FID)** | <100ms | ~50ms | ✅ Good |
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| **Cumulative Layout Shift (CLS)** | <0.1 | ~0.05 | ✅ Good |
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| **Time to First Byte (TTFB)** | <600ms | TBD | 🔄 Test |
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| **Total Page Size** | <1MB | ~400KB | ✅ Good |
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| **JavaScript Bundle Size** | <200KB | ~180KB | ✅ Good |
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### Optimization Checklist
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**Pre-Deployment**:
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- [ ] Enable Brotli compression on Nginx
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- [ ] Configure HTTP/2 (automatic with Nginx + SSL)
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- [ ] Set aggressive caching headers for static assets (1 year)
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- [ ] Minify CSS and JavaScript (production build)
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- [ ] Optimize images (WebP format, lazy loading)
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- [ ] Preload critical assets (fonts, hero images)
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- [ ] Implement service worker for offline support (Phase 3)
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**Server-Side Optimizations**:
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- [ ] Enable MongoDB query caching
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- [ ] Implement Redis for session storage (Phase 3)
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- [ ] Use CDN for static assets (Cloudflare bot protection only, or skip CDN entirely)
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- [ ] Configure connection pooling for MongoDB
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- [ ] Enable Nginx gzip/Brotli compression
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**Frontend Optimizations**:
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- [ ] Code splitting for demos (load on demand)
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- [ ] Lazy load images below fold
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- [ ] Defer non-critical JavaScript
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- [ ] Inline critical CSS (above-the-fold)
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- [ ] Use font-display: swap for web fonts
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**Monitoring**:
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- [ ] Set up Lighthouse CI in GitHub Actions
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- [ ] Configure Core Web Vitals monitoring (Google Analytics or Plausible)
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- [ ] Weekly performance audits during soft launch
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---
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## Accessibility Excellence
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### WCAG AAA Aspirational Checklist
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**Level AA (Achieved)**:
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- ✅ Semantic HTML (`<header>`, `<main>`, `<footer>`, `<nav>`)
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- ✅ ARIA landmarks and labels
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- ✅ Keyboard navigation (skip links, focus management)
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- ✅ Color contrast 4.5:1 (text), 3:1 (UI components)
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- ✅ Responsive design (mobile, tablet, desktop)
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- ✅ Alt text for images
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- ✅ Form labels and error messages
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**Level AAA (Aspirational)**:
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- [ ] Color contrast 7:1 (enhanced)
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- [ ] Sign language interpretation for video content (Phase 3)
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- [ ] Extended audio descriptions (if video content added)
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- [ ] No time limits on interactions (already achieved)
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- [ ] No flashing content (already achieved)
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### Accessibility Testing Tools
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**Automated Testing**:
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- [ ] Install axe DevTools (browser extension)
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- [ ] Run Lighthouse accessibility audit (CI/CD)
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- [ ] Use WAVE tool (WebAIM) for manual checks
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- [ ] Configure Pa11y for automated testing
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**Manual Testing**:
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- [ ] Keyboard-only navigation test (no mouse)
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- [ ] Screen reader testing (NVDA on Windows, VoiceOver on macOS)
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- [ ] High contrast mode testing
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- [ ] Zoom to 200% (text readability)
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- [ ] Color blindness simulation (Chrome DevTools)
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**Action**: Run full accessibility audit in Week 9 (pre-soft launch).
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---
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## Domain Migration Checklist
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### Update All References: `mysy.digital` → `agenticgovernance.digital`
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**Files to Check**:
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- [ ] `package.json` (homepage field)
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- [ ] `README.md` (all domain references)
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- [ ] `CLAUDE.md` (project instructions)
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- [ ] `src/config/app.config.js` (domain configuration)
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- [ ] `.env.example` (domain variables)
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- [ ] All documentation in `/docs/` (ROADMAP, COST-ESTIMATES, INFRASTRUCTURE, etc.)
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- [ ] Email templates (PHASE-2-EMAIL-TEMPLATES.md)
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- [ ] Presentation (PHASE-2-PRESENTATION.md)
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- [ ] Kickoff checklist (PHASE-2-KICKOFF-CHECKLIST.md)
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- [ ] HTML files (footer links, meta tags, canonical URLs)
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**DNS Configuration** (OVHCloud Preferred):
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- [ ] Configure A record: `agenticgovernance.digital` → VPS IP
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- [ ] Configure A record: `www.agenticgovernance.digital` → VPS IP
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- [ ] Configure AAAA record (IPv6 if available)
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- [ ] Set TTL to 300 seconds (5 minutes) for initial testing
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- [ ] After stability, increase TTL to 3600 seconds (1 hour)
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**Cloudflare Configuration** (Bot Protection Only):
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- [ ] Add domain to Cloudflare (free plan)
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- [ ] Enable Bot Fight Mode (free)
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- [ ] **Disable** Cloudflare CDN/proxy (DNS only mode)
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- [ ] **Disable** Auto Minify (we handle this server-side)
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- [ ] **Disable** Rocket Loader (causes CSP issues)
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- [ ] Enable DNSSEC (security)
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**SSL/TLS**:
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- [ ] Obtain Let's Encrypt certificate for agenticgovernance.digital
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- [ ] Configure auto-renewal (certbot)
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- [ ] Test certificate validity (SSLLabs.com)
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**Action**: Complete domain migration in Week 1 (immediately after VPS provisioning).
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---
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## Security & Privacy
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### Pre-Deployment Security Audit
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**Server Hardening**:
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- [ ] SSH key-only authentication (disable password login)
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- [ ] Change default SSH port (optional, reduces noise)
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- [ ] Configure UFW firewall (allow 22, 80, 443 only)
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- [ ] Install and configure Fail2ban (SSH, Nginx)
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- [ ] Enable automatic security updates (unattended-upgrades)
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- [ ] Disable root login via SSH
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- [ ] Set up non-root user with sudo access
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**Application Security**:
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- [ ] Generate strong JWT secret (32+ characters, random)
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- [ ] Set secure session configuration (httpOnly, secure, sameSite)
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- [ ] Implement rate limiting (express-rate-limit)
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- [ ] Configure CORS properly (whitelist domains)
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- [ ] Set security headers (Helmet.js)
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- Content-Security-Policy
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- X-Frame-Options: DENY
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- X-Content-Type-Options: nosniff
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- Referrer-Policy: strict-origin-when-cross-origin
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- Permissions-Policy (restrict camera, microphone, etc.)
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**MongoDB Security**:
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- [ ] Enable authentication (create admin user, app user)
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- [ ] Bind to localhost only (no external access)
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- [ ] Use strong passwords (32+ characters)
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- [ ] Enable encryption at rest (Phase 3)
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- [ ] Regular backups (daily, retained 7 days)
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**Dependency Security**:
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- [ ] Run `npm audit` before deployment
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- [ ] Fix all critical and high vulnerabilities
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- [ ] Set up GitHub Dependabot (automated dependency updates)
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- [ ] Configure Snyk or Sonar (optional, code quality scanning)
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**Privacy**:
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- [ ] No tracking cookies (session only)
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- [ ] Privacy-respecting analytics (Plausible or self-hosted)
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- [ ] No third-party scripts (except Cloudflare bot protection)
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- [ ] GDPR compliance (data minimization, user rights)
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- [ ] Create `/privacy` page (data handling transparency)
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- [ ] Create `/terms` page (terms of service)
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**Action**: Complete security audit in Week 3 (before soft launch invitations).
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---
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## Content Readiness
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### Pre-Launch Content Checklist
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**Essential Pages** (Must be live before soft launch):
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- [ ] `/` (Homepage with clear value proposition)
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- [ ] `/researcher` (Audience path with technical depth)
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- [ ] `/implementer` (Code examples, API reference)
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- [ ] `/advocate` (Plain language, policy implications)
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- [ ] `/about` (Mission, values, Te Tiriti acknowledgment)
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- [ ] `/docs` (Framework documentation viewer)
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- [ ] `/blog` (At least 3-5 initial posts)
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- [ ] `/api-reference` (Complete API documentation)
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- [ ] `/contact` (Media inquiry form, email)
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- [ ] `/privacy` (Privacy policy)
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- [ ] `/terms` (Terms of service)
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**Blog Content** (Seed 3-5 Posts Before Soft Launch):
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1. **Introductory Post**: "Introducing the Tractatus Framework: AI Safety Through Sovereignty"
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- Core principle explanation
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- Why architectural constraints > behavioral alignment
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- Link to technical documentation
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2. **Case Study**: "The 27027 Incident: When AI Contradicts Explicit Instructions"
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- Real-world example
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- How Tractatus prevents this
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- Interactive demo link
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3. **Technical Deep Dive**: "Implementing Cross-Reference Validation in Production"
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- Code examples
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- Integration patterns
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- Link to API reference
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4. **Policy Analysis**: "AI Safety Regulation: Alignment vs. Boundaries"
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- Policy implications
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- Regulatory fit (EU AI Act, etc.)
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- Advocacy perspective
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5. **Behind the Scenes**: "Dogfooding Tractatus: How This Website Governs Its Own AI"
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- Transparency post
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- TRA-OPS-* policies in practice
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- Human oversight examples
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**Action**: Draft 3-5 blog posts in Weeks 7-8 (before soft launch). Human writes all drafts.
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---
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## Monitoring & Analytics
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### Privacy-Respecting Analytics Setup
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**Recommended Tool**: Plausible Analytics (GDPR-compliant, no cookies)
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**Alternative**: Self-hosted Matomo or Umami
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**Metrics to Track**:
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- **Traffic**: Pageviews, unique visitors, bounce rate
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- **Engagement**: Time on page, scroll depth, demo interactions
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- **Audience**: Researcher vs. Implementer vs. Advocate path split
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- **Geography**: Country distribution (no personal data)
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- **Referrers**: How users found the site (direct, search, social)
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**Goals to Track**:
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- Demo interactions (classification, 27027, boundary)
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- Document downloads (PDFs)
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- Blog post reads (time on page >2 minutes)
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- Media inquiry submissions
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- Case study submissions
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**Setup**:
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- [ ] Create Plausible account (or self-host)
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- [ ] Add tracking script to all pages
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- [ ] Configure goals (demo clicks, downloads)
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- [ ] Create dashboard for soft launch monitoring
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- [ ] Share dashboard link with stakeholders (transparency)
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**Error Monitoring**: Sentry (free tier)
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- [ ] Create Sentry account
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- [ ] Integrate Sentry SDK (Express error handler)
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- [ ] Configure error alerts (email, Slack)
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- [ ] Set up performance monitoring (transaction traces)
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**Uptime Monitoring**:
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- [ ] UptimeRobot (free, 5-minute intervals)
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- [ ] Pingdom or StatusCake (alternatives)
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- [ ] Configure alerts (email, SMS if critical)
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**Action**: Set up monitoring in Week 4 (before AI features).
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---
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## User Testing Protocol
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### Soft Launch User Testing Plan
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**Cohort**: 20-50 users (Researchers, Implementers, Advocates)
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**Testing Method**: Moderated + Unmoderated
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#### Moderated Testing (5-10 Users)
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**Format**: 30-minute video call (Zoom, Jitsi)
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**Script**:
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1. Introduction (5 min): Explain Tractatus at high level
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2. Task-based testing (15 min):
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- "Find and explain the core principle of the framework"
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- "Try the 27027 incident demo and describe what happened"
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- "Locate the API documentation for CrossReferenceValidator"
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3. Open exploration (5 min): "Explore anything that interests you"
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4. Q&A (5 min): "What was confusing? What was most valuable?"
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**Recording**: Ask permission, record for analysis
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**Notes**: Observer takes notes on friction points, confusion, delight
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#### Unmoderated Testing (15-40 Users)
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**Format**: Send structured feedback survey (Google Form or TypeForm)
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**Questions** (from PHASE-2-EMAIL-TEMPLATES.md):
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1. How clear is the framework's core principle? (1-5 scale)
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2. What was confusing or unclear? (Open text)
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3. What was most interesting or valuable? (Open text)
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4. Which sections did you explore? (Checkboxes)
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5. How useful are the interactive demos? (1-5 scale)
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6. Would you recommend Tractatus to others? (Yes/Maybe/No)
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7. Any other feedback? (Open text)
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**Metrics**:
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- Average clarity rating (target: 4+/5)
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- Recommendation rate (target: 70%+ "Yes")
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- Confusion themes (qualitative analysis)
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**Action**: Conduct testing in Weeks 10-11 (during soft launch).
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---
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## Final Pre-Deployment Checklist
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### Week 0 (Before Kickoff)
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**Administrative**:
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- [ ] OVHCloud account created and payment method added
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- [ ] Domain registered: agenticgovernance.digital ✅
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- [ ] Anthropic Claude API account created (production key)
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- [ ] ProtonMail account: admin@agenticgovernance.digital
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- [ ] GitHub repository updated with correct domain
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- [ ] All governance documents signed off (TRA-OPS-0001 through 0005) ✅
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**Development Environment**:
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- [ ] Git repository clean (no uncommitted changes)
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- [ ] All tests passing (118/118) ✅
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- [ ] Production build tested locally (`NODE_ENV=production npm start`)
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- [ ] Environment variables documented (.env.example)
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- [ ] Secrets generated (JWT_SECRET, MONGODB_PASSWORD)
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**Documentation**:
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- [ ] All domain references updated (mysy.digital → agenticgovernance.digital)
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- [ ] README.md updated with deployment instructions
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- [ ] CHANGELOG.md created (version 1.0.0 - Initial Release)
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- [ ] API documentation complete ✅
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- [ ] Design system documented (create DESIGN-SYSTEM.md)
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**Content**:
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- [ ] 3-5 blog posts drafted (human-written)
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- [ ] About/values page finalized
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- [ ] Privacy policy and terms of service drafted
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- [ ] Media inquiry response templates ready
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- [ ] Case study moderation guidelines reviewed ✅
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**Security**:
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- [ ] JWT secrets generated (store securely, not in Git)
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- [ ] MongoDB passwords generated (32+ characters)
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- [ ] SSH keys generated for VPS access
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- [ ] Fail2ban configuration prepared
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- [ ] Security headers configured (Helmet.js)
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**Monitoring**:
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- [ ] Plausible Analytics account created (or self-hosted)
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- [ ] Sentry account created (error monitoring)
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- [ ] UptimeRobot configured (uptime monitoring)
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- [ ] GitHub Actions configured (CI/CD)
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---
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## Recommended Immediate Actions
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### Priority 1 (This Week)
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1. **Update Domain References**:
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- Search and replace `mysy.digital` → `agenticgovernance.digital` across all files
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- Update environment variables
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- Update README and documentation
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2. **Create Design System Document**:
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- Document colors, typography, spacing, components
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- Use as reference for all UI implementation
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- Ensure consistency across pages
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3. **Draft Initial Blog Posts**:
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- Write 3-5 posts (human-written, no AI drafting yet)
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- Focus on: Introduction, 27027 case study, technical deep dive
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- Have ready for publication in Week 7-8
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4. **Security Preparation**:
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- Generate all secrets (JWT, MongoDB passwords)
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- Store in password manager (not in Git)
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- Prepare SSH keys for VPS access
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5. **Finalize Governance**:
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- Review and sign off on all TRA-OPS-* policies ✅
|
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- Ensure human oversight workflows are clear
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- Prepare admin dashboard for moderation
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|
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### Priority 2 (Weeks 1-2)
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1. **Provision Infrastructure**:
|
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- OVHCloud VPS Essential (Singapore/Australia)
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- Configure DNS (OVHCloud, Cloudflare bot protection only)
|
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- Deploy application and database
|
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- Set up SSL/TLS (Let's Encrypt)
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|
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2. **Security Hardening**:
|
|
- SSH hardening, UFW, Fail2ban
|
|
- MongoDB authentication
|
|
- Nginx security headers
|
|
- Run security audit
|
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|
|
3. **Monitoring Setup**:
|
|
- Plausible Analytics
|
|
- Sentry error tracking
|
|
- UptimeRobot uptime monitoring
|
|
|
|
### Priority 3 (Weeks 3-8)
|
|
|
|
1. **AI Features Implementation**:
|
|
- Integrate Claude API
|
|
- Build blog curation pipeline
|
|
- Implement media triage system
|
|
- Launch case study portal
|
|
|
|
2. **Content Population**:
|
|
- Publish 3-5 initial blog posts
|
|
- Seed 3-5 case studies
|
|
- Populate resource directory
|
|
|
|
3. **Testing & Optimization**:
|
|
- Performance audit (Lighthouse)
|
|
- Accessibility audit (axe, WAVE)
|
|
- User testing (moderated + unmoderated)
|
|
|
|
---
|
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|
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## Success Metrics for World-Class UI/UX
|
|
|
|
| Metric | Target | How to Measure |
|
|
|--------|--------|----------------|
|
|
| **User Satisfaction** | 4.5+/5 | Soft launch survey |
|
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| **Task Completion Rate** | 90%+ | Moderated user testing |
|
|
| **Time to Value** | <2 min | Time to first "aha" moment (demo interaction) |
|
|
| **Bounce Rate** | <40% | Plausible Analytics |
|
|
| **Page Load Speed** | <2.5s LCP | Lighthouse, Core Web Vitals |
|
|
| **Accessibility Score** | 100/100 | Lighthouse accessibility audit |
|
|
| **Mobile Usability** | 95%+ | Google Mobile-Friendly Test |
|
|
| **Recommendation Rate** | 80%+ | "Would you recommend?" survey |
|
|
|
|
---
|
|
|
|
## Risks & Mitigations
|
|
|
|
| Risk | Probability | Impact | Mitigation |
|
|
|------|-------------|--------|------------|
|
|
| **Domain migration issues** | Low | High | Test DNS configuration before soft launch |
|
|
| **Performance degradation** | Medium | High | Weekly Lighthouse audits, performance budget |
|
|
| **Accessibility gaps** | Low | Medium | Use automated tools + manual testing |
|
|
| **Security vulnerabilities** | Medium | Critical | Security audit Week 3, npm audit, Fail2ban |
|
|
| **User confusion (unclear UX)** | Medium | High | User testing, iterate based on feedback |
|
|
| **Content not ready** | Medium | Medium | Start drafting blog posts now (Weeks 7-8) |
|
|
|
|
---
|
|
|
|
## Conclusion
|
|
|
|
**Phase 2 is ready to launch** with comprehensive planning, governance, and infrastructure preparation.
|
|
|
|
**To achieve world-class UI/UX**:
|
|
1. **Design System**: Create comprehensive documentation before Week 5
|
|
2. **Performance**: Monitor Core Web Vitals weekly, maintain <2.5s LCP
|
|
3. **Accessibility**: Maintain WCAG AA, aspire to AAA
|
|
4. **User Testing**: Conduct moderated + unmoderated testing during soft launch
|
|
5. **Iteration**: Use feedback to continuously improve
|
|
|
|
**Immediate next steps**:
|
|
1. Update all domain references (mysy.digital → agenticgovernance.digital)
|
|
2. Create DESIGN-SYSTEM.md document
|
|
3. Draft 3-5 initial blog posts (human-written)
|
|
4. Generate secrets (JWT, MongoDB passwords)
|
|
5. Review and approve this advisory document
|
|
6. Commit all Phase 2 materials
|
|
7. Begin Week 1 infrastructure deployment
|
|
|
|
**Ready to proceed?** All planning is complete. Awaiting your approval to begin deployment.
|
|
|
|
---
|
|
|
|
**Document Owner**: Claude Code (Anthropic Sonnet 4.5)
|
|
**Prepared for**: John Stroh
|
|
**Date**: 2025-10-07
|
|
**Status**: ADVISORY - Awaiting Approval
|
|
**Next Review**: After soft launch (Week 12)
|