docs(plans): bookkeeping sync — reconcile stale trackers with merged code

A verified audit of all ~90 plan documents (2026-08-01) found ~30 .tasks.json
trackers and several plan headers still reporting 'pending'/'draft' for work
fully merged to main. Sync them so future audits don't re-litigate closed work:

- Flip ~380 stale task statuses to completed across March/May/June/July
  trackers (audit-log series, milestones M5-M10, playwright waves, stillpending,
  LocalDb, ClusterClient->gRPC DoD rows, and more), each verified against
  code/git evidence before flipping.
- Annotate obsolete-not-done rows: ClusterClient CLI transport (never built,
  HTTP shipped), TreeView Areas/Instances pages (replaced by Topology),
  template-tree drag-drop (dropped for M9 menu reorder), otopcua item C
  (premise superseded by #17).
- Flip stale headers: aggregated-live-alarm + kpi-rollups 'Draft not executed'
  -> Delivered 2026-07-10; otopcua cutover-scope SCOPING -> DECIDED;
  scadabridge-rename -> Implemented; LocalDb phase1/2 status strings ->
  merged 28ca04d7.
- Fix doc drift: T9/T10 'deferred' -> shipped as SMS (Teams dropped); waitfor
  sandbox follow-up shipped; followups #52/#53/#54/#162/#207 resolved; purge
  TODO closed by PendingDeploymentPurgeActor; live-gate pre-existing failures
  #28/#29/#31 fixed; auto-down boot-alone residual superseded by self-first
  seeds; supersession banners on keep-oldest SBR + ClusterClient-era designs;
  requirements-traceability 'Pending' clarified as frozen plan-generation
  status.

Deliberately left pending (genuinely open, tracked in the pending-work list):
opcua-tag-browser task 19 (live smoke), ipsen tasks 7-8 (vd03 verification),
selfform task 7 (vd03 overlay, user-held), live-gate observation 1
(external-system delete orphan bug), otopcua item A + maxDepth calibration.
This commit is contained in:
Joseph Doherty
2026-08-01 08:53:56 -04:00
parent 663d03e89c
commit d1ade5653b
60 changed files with 619 additions and 528 deletions
@@ -78,7 +78,10 @@ Wire up behavior that exists in code but is never started, and fill the event-lo
#### M5 — Audit hardening (T1T8)
Hash-chain tamper evidence (off by default, `verify-chain` made real); Parquet export/archival (replace the 501); per-channel retention overrides; tag-cascade for `ParentExecutionId` (thread writing-execution id through trigger-driven runs); ExecutionId/ParentExecutionId + SourceNode backfill on historical rows; per-node stuck-count KPIs; structured response capture (headers/content-type, inbound request headers, per-method opt-out, `AuditInboundCeilingHits` metric); CLI `audit tree`.
#### M6 — KPI History & Trends (T11 delivered; T9/T10 deferred)
#### M6 — KPI History & Trends (T11 delivered; T9/T10 **since DELIVERED 2026-06-19**)
> **2026-08-01 bookkeeping sync:** the T9/T10 "deferred to the next major version" text below is superseded — **T9/T10 were delivered 2026-06-19 as the SMS (Twilio) adapter** (`SmsNotificationDeliveryAdapter`, `NotificationType.Sms`, Central UI Type selector + SMS recipient input; see `docs/plans/2026-06-19-sms-notifications.md`). **Teams was evaluated and dropped by design decision** — outbound-only backends cannot send 1:1 chat bodies via Graph without a Bot Framework inbound endpoint; SMS is inherently per-person and outbound-only.
Reshaped during the 2026-06-17 brainstorm (see `docs/plans/2026-06-17-m6-kpi-history-design.md`):
- **T11 — DELIVERED** as the reusable **KPI-history backbone** (#26 KpiHistory), promoted from a notifications-only feature. A tall/EAV `KpiSample` store in **central MS SQL** (no new infra — supersedes the original "point-in-time only, no time-series store" stance), a `KpiHistoryRecorderActor` cluster singleton (`kpi-history-recorder`, not readiness-gated, best-effort with per-source isolation) sampling DI-registered `IKpiSampleSource`s every minute, a bucketed `GetRawSeriesAsync` + `KpiSeriesBucketer` query + scoped `KpiHistoryQueryService`, and a reusable custom-SVG `KpiTrendChart` (no third-party charting lib). Trends shipped for **all** current KPI sources — Notification Outbox, Site Call Audit, Audit Log, and Site Health — across four UI surfaces.
- **T9 (Teams + other non-Email delivery adapters behind `INotificationDeliveryAdapter`) — DEFERRED to the next major version.** The seam exists; no code now. Transport choice (Incoming Webhook vs Microsoft Graph) and the Teams list-targeting model remain to be designed.
@@ -132,7 +135,7 @@ This is the **final milestone** of the system-completion roadmap. All in-scope M
## Dependencies & sequencing
- **M1 → M5** — audit hardening builds on the wired purge/reconciliation.
- **M6/T11** — delivered as the #26 KpiHistory backbone; reused **central MS SQL** (a tall/EAV `KpiSample` table) rather than introducing new infra. T9/T10 deferred to the next major version.
- **M6/T11** — delivered as the #26 KpiHistory backbone; reused **central MS SQL** (a tall/EAV `KpiSample` table) rather than introducing new infra. T9/T10 since delivered 2026-06-19 as the SMS (Twilio) adapter (see note above).
- **M9/T26** — base-template versioning is the largest authoring item; may split.
- **M4** — runs anytime; cheap and high-clarity, good to interleave.
- **M3** — independent; can run in parallel with M1/M2.