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scadalink-design/docs/plans/phase-2-checklist.md
Joseph Doherty 4896ac8ae9 Phase 2 complete: 29 WPs implemented, Template Engine fully functional
Template modeling, flattening, validation, diff, and deployment contract all
operational. 173 TemplateEngine tests + 186 prior = 359 total, all passing.
9/9 verification gate criteria pass.
2026-03-16 20:13:04 -04:00

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# Phase 2 Execution Checklist
**Phase**: Core Modeling, Validation & Deployment Contract
**Started**: 2026-03-16
**Completed**: 2026-03-16
---
## Work Package Status
| WP | Description | Status | Date | Notes |
|----|-------------|--------|------|-------|
| WP-1 | Template CRUD with Inheritance | [x] Complete | 2026-03-16 | TemplateService with deletion constraints |
| WP-2 | Attribute Definitions with Lock Flags | [x] Complete | 2026-03-16 | Value/Description overridable, DataType/DSRef fixed |
| WP-3 | Alarm Definitions | [x] Complete | 2026-03-16 | Trigger types, priority 0-1000, on-trigger script ref |
| WP-4 | Script Definitions (Model) | [x] Complete | 2026-03-16 | Params, return defs, trigger config |
| WP-5 | Shared Script CRUD | [x] Complete | 2026-03-16 | SharedScriptService with syntax validation |
| WP-6 | Composition with Recursive Nesting | [x] Complete | 2026-03-16 | Module instance names, recursive |
| WP-7 | Path-Qualified Canonical Naming | [x] Complete | 2026-03-16 | TemplateResolver with [Module].[Member] paths |
| WP-8 | Override Granularity Enforcement | [x] Complete | 2026-03-16 | LockEnforcer per entity type/field |
| WP-9 | Locking Rules | [x] Complete | 2026-03-16 | Intermediate locking, cannot unlock downstream |
| WP-10 | Inheritance Override Scope | [x] Complete | 2026-03-16 | Add allowed, remove blocked, pierce into modules |
| WP-11 | Composition Override Scope | [x] Complete | 2026-03-16 | Override via canonical names |
| WP-12 | Naming Collision Detection | [x] Complete | 2026-03-16 | CollisionDetector recursive on canonical names |
| WP-13 | Graph Acyclicity Enforcement | [x] Complete | 2026-03-16 | CycleDetector for inheritance + composition |
| WP-14 | Flattening Algorithm | [x] Complete | 2026-03-16 | FlatteningService: full resolution chain |
| WP-15 | Diff Calculation | [x] Complete | 2026-03-16 | DiffService: added/removed/changed |
| WP-16 | Revision Hash Generation | [x] Complete | 2026-03-16 | SHA-256 via canonical JSON |
| WP-17 | Deployment Package Contract | [x] Complete | 2026-03-16 | JSON-serializable DeploymentPackage record |
| WP-18 | Pre-Deployment Validation Pipeline | [x] Complete | 2026-03-16 | ValidationService: all 6 checks |
| WP-19 | Semantic Validation | [x] Complete | 2026-03-16 | SemanticValidator: call targets, params, types |
| WP-20 | Instance CRUD | [x] Complete | 2026-03-16 | InstanceService: create, overrides, binding, bulk |
| WP-21 | Site and Data Connection Management | [x] Complete | 2026-03-16 | SiteService: CRUD + site assignment |
| WP-22 | Area Management | [x] Complete | 2026-03-16 | AreaService: hierarchical CRUD |
| WP-23 | ITemplateEngineRepository Implementation | [x] Complete | 2026-03-16 | Full EF Core repository |
| WP-24 | IDeploymentManagerRepository Stubs | [x] Complete | 2026-03-16 | DeploymentManagerRepository with concurrency |
| WP-25 | Template Deletion Constraints | [x] Complete | 2026-03-16 | TemplateDeletionService: instances, children, compositions |
| WP-26 | Unit Tests — Flattening | [x] Complete | 2026-03-16 | 9 flattening tests |
| WP-27 | Unit Tests — Validation | [x] Complete | 2026-03-16 | 8 validation + 11 semantic + 8 compiler tests |
| WP-28 | Unit Tests — Diff, Collision, Acyclicity | [x] Complete | 2026-03-16 | 6 diff + 5 collision + 9 acyclicity tests |
| WP-29 | Unit Tests — Locking and Override Rules | [x] Complete | 2026-03-16 | 12 lock enforcer tests |
## Verification Gate
| # | Gate Criterion | Pass | Notes |
|---|---------------|------|-------|
| 1 | All unit tests pass (WP-2629) | [x] | 173 TemplateEngine tests |
| 2 | Integration test suite passes | [x] | Full pipeline tested |
| 3 | Complex template tree test | [x] | Multi-level inheritance + nested composition in flattening tests |
| 4 | Revision hash determinism | [x] | Same content → same hash verified |
| 5 | Deployment package contract defined | [x] | JSON-serializable DeploymentPackage record |
| 6 | All negative requirements verified | [x] | 12 negative tests pass |
| 7 | All validation rules enforced | [x] | 6 pipeline checks + 4 semantic checks |
| 8 | Audit logging coverage | [x] | All CRUD operations audit logged |
| 9 | No orphan requirements | [x] | Plan orphan check verified |
## Summary
- **Total WPs**: 29/29 complete
- **Tests**: 173 TemplateEngine + 186 prior = 359 total, 0 failed
- **Build**: 0 errors, 0 warnings
- **Verification gate**: 9/9 pass
- **Questions logged**: 0 (all pre-resolved)
- **Codex review**: Skipped (best-effort per procedure)