From fd75243a84895d73f54cdb49f2c5555bb504c10c Mon Sep 17 00:00:00 2001
From: Oleksandr Bezdieniezhnykh <oleksandr.bezdieniezhnykh@pwc.com>
Date: Wed, 10 Dec 2025 19:05:17 +0200
Subject: [PATCH] more detailed SDLC plan

---
 .../1.research/1.35_tech_stack_selection.md   | 137 ++++++++++++++
 .../2.planning/2.22_plan_data_model.md        |  57 ++++++
 .../2.planning/2.25_plan_api_contracts.md     |  64 +++++++
 .../2.planning/2.37_plan_risk_assessment.md   | 111 +++++++++++
 .../3.05_implement_initial_structure.md       |  13 +-
 .../3.implementation/3.30_implement_cicd.md   |  76 +++++---
 .../3.implementation/3.35_plan_deployment.md  |  72 ++++++++
 .../3.42_plan_observability.md                | 123 +++++++++++++
 .../4.refactoring/4.07_capture_baseline.md    |  92 ++++++++++
 .../4.refactoring/4.40_tests_description.md   |  11 ++
 .cursor/commands/gen_merge_and_deploy.md      | 120 ++++++++++++
 _docs/00_templates/definition_of_done.md      |  92 ++++++++++
 _docs/00_templates/environment_strategy.md    | 139 ++++++++++++++
 .../00_templates/feature_dependency_matrix.md | 103 +++++++++++
 .../00_templates/feature_parity_checklist.md  | 129 +++++++++++++
 _docs/00_templates/incident_playbook.md       | 157 ++++++++++++++++
 _docs/00_templates/pr_template.md             |  48 ++++-
 _docs/00_templates/quality_gates.md           | 140 ++++++++++++++
 _docs/00_templates/rollback_strategy.md       | 173 ++++++++++++++++++
 _docs/tutorial_iterative.md                   |  70 ++++++-
 _docs/tutorial_kickstart.md                   | 121 +++++++++++-
 _docs/tutorial_refactor.md                    |  73 +++++++-
 22 files changed, 2087 insertions(+), 34 deletions(-)
 create mode 100644 .cursor/commands/1.research/1.35_tech_stack_selection.md
 create mode 100644 .cursor/commands/2.planning/2.22_plan_data_model.md
 create mode 100644 .cursor/commands/2.planning/2.25_plan_api_contracts.md
 create mode 100644 .cursor/commands/2.planning/2.37_plan_risk_assessment.md
 create mode 100644 .cursor/commands/3.implementation/3.35_plan_deployment.md
 create mode 100644 .cursor/commands/3.implementation/3.42_plan_observability.md
 create mode 100644 .cursor/commands/4.refactoring/4.07_capture_baseline.md
 create mode 100644 .cursor/commands/gen_merge_and_deploy.md
 create mode 100644 _docs/00_templates/definition_of_done.md
 create mode 100644 _docs/00_templates/environment_strategy.md
 create mode 100644 _docs/00_templates/feature_dependency_matrix.md
 create mode 100644 _docs/00_templates/feature_parity_checklist.md
 create mode 100644 _docs/00_templates/incident_playbook.md
 create mode 100644 _docs/00_templates/quality_gates.md
 create mode 100644 _docs/00_templates/rollback_strategy.md

diff --git a/.cursor/commands/1.research/1.35_tech_stack_selection.md b/.cursor/commands/1.research/1.35_tech_stack_selection.md
new file mode 100644
index 0000000..644b890
--- /dev/null
+++ b/.cursor/commands/1.research/1.35_tech_stack_selection.md
@@ -0,0 +1,137 @@
+# Tech Stack Selection
+
+## Initial data:
+ - Problem description: `@_docs/00_problem/problem_description.md`
+ - Restrictions: `@_docs/00_problem/restrictions.md`
+ - Acceptance criteria: `@_docs/00_problem/acceptance_criteria.md`
+ - Security approach: `@_docs/00_problem/security_approach.md`
+ - Solution draft: `@_docs/01_solution/solution.md`
+
+## Role
+  You are a software architect evaluating technology choices
+
+## Task
+ - Evaluate technology options against requirements
+ - Consider team expertise and learning curve
+ - Assess long-term maintainability
+ - Document selection rationale
+
+## Output
+
+### Requirements Analysis
+
+#### Functional Requirements
+| Requirement | Tech Implications |
+|-------------|-------------------|
+| [From acceptance criteria] | |
+
+#### Non-Functional Requirements
+| Requirement | Tech Implications |
+|-------------|-------------------|
+| Performance | |
+| Scalability | |
+| Security | |
+| Maintainability | |
+
+#### Constraints
+| Constraint | Impact on Tech Choice |
+|------------|----------------------|
+| [From restrictions] | |
+
+### Technology Evaluation
+
+#### Programming Language
+
+| Option | Pros | Cons | Score (1-5) |
+|--------|------|------|-------------|
+| | | | |
+
+**Selection**: [Language]
+**Rationale**: [Why this choice]
+
+#### Framework
+
+| Option | Pros | Cons | Score (1-5) |
+|--------|------|------|-------------|
+| | | | |
+
+**Selection**: [Framework]
+**Rationale**: [Why this choice]
+
+#### Database
+
+| Option | Pros | Cons | Score (1-5) |
+|--------|------|------|-------------|
+| | | | |
+
+**Selection**: [Database]
+**Rationale**: [Why this choice]
+
+#### Infrastructure/Hosting
+
+| Option | Pros | Cons | Score (1-5) |
+|--------|------|------|-------------|
+| | | | |
+
+**Selection**: [Platform]
+**Rationale**: [Why this choice]
+
+#### Key Libraries/Dependencies
+
+| Category | Library | Version | Purpose | Alternatives Considered |
+|----------|---------|---------|---------|------------------------|
+| | | | | |
+
+### Evaluation Criteria
+
+Rate each technology option against these criteria:
+1. **Fitness for purpose**: Does it meet functional requirements?
+2. **Performance**: Can it meet performance requirements?
+3. **Security**: Does it have good security track record?
+4. **Maturity**: Is it stable and well-maintained?
+5. **Community**: Active community and documentation?
+6. **Team expertise**: Does team have experience?
+7. **Cost**: Licensing, hosting, operational costs?
+8. **Scalability**: Can it grow with the project?
+
+### Technology Stack Summary
+
+```
+Language: [Language] [Version]
+Framework: [Framework] [Version]
+Database: [Database] [Version]
+Cache: [Cache solution]
+Message Queue: [If applicable]
+CI/CD: [Platform]
+Hosting: [Platform]
+Monitoring: [Tools]
+```
+
+### Risk Assessment
+
+| Technology | Risk | Mitigation |
+|------------|------|------------|
+| | | |
+
+### Learning Requirements
+
+| Technology | Team Familiarity | Training Needed |
+|------------|-----------------|-----------------|
+| | High/Med/Low | Yes/No |
+
+### Decision Record
+
+**Decision**: [Summary of tech stack]
+**Date**: [YYYY-MM-DD]
+**Participants**: [Who was involved]
+**Status**: Approved / Pending Review
+
+Store output to `_docs/01_solution/tech_stack.md`
+
+## Notes
+ - Avoid over-engineering - choose simplest solution that meets requirements
+ - Consider total cost of ownership, not just initial development
+ - Prefer proven technologies over cutting-edge unless required
+ - Document trade-offs for future reference
+ - Ask questions about team expertise and constraints
+
diff --git a/.cursor/commands/2.planning/2.22_plan_data_model.md b/.cursor/commands/2.planning/2.22_plan_data_model.md
new file mode 100644
index 0000000..ae894de
--- /dev/null
+++ b/.cursor/commands/2.planning/2.22_plan_data_model.md
@@ -0,0 +1,57 @@
+# Data Model Design
+
+## Initial data:
+ - Problem description: `@_docs/00_problem/problem_description.md`
+ - Restrictions: `@_docs/00_problem/restrictions.md`
+ - Acceptance criteria: `@_docs/00_problem/acceptance_criteria.md`
+ - Full Solution Description: `@_docs/01_solution/solution.md`
+ - Components: `@_docs/02_components`
+
+## Role
+  You are a professional database architect
+
+## Task
+ - Analyze solution and components to identify all data entities
+ - Design database schema that supports all component requirements
+ - Define relationships, constraints, and indexes
+ - Consider data access patterns for query optimization
+ - Plan for data migration if applicable
+
+## Output
+
+### Entity Relationship Diagram
+ - Create ERD showing all entities and relationships
+ - Use Mermaid or draw.io format
+
+### Schema Definition
+For each entity:
+ - Table name
+ - Columns with types, constraints, defaults
+ - Primary keys
+ - Foreign keys and relationships
+ - Indexes (clustered, non-clustered)
+ - Partitioning strategy (if needed)
+
+### Data Access Patterns
+ - List common queries per component
+ - Identify hot paths requiring optimization
+ - Recommend caching strategy
+
+### Migration Strategy
+ - Initial schema creation scripts
+ - Seed data requirements
+ - Rollback procedures
+
+### Storage Estimates
+ - Estimated row counts per table
+ - Storage requirements
+ - Growth projections
+
+Store output to `_docs/02_components/data_model.md`
+
+## Notes
+ - Follow database normalization principles (3NF minimum)
+ - Consider read vs write optimization based on access patterns
+ - Plan for horizontal scaling if required
+ - Ask questions to clarify data requirements
+
diff --git a/.cursor/commands/2.planning/2.25_plan_api_contracts.md b/.cursor/commands/2.planning/2.25_plan_api_contracts.md
new file mode 100644
index 0000000..5bcb2b2
--- /dev/null
+++ b/.cursor/commands/2.planning/2.25_plan_api_contracts.md
@@ -0,0 +1,64 @@
+# API Contracts Design
+
+## Initial data:
+ - Problem description: `@_docs/00_problem/problem_description.md`
+ - Restrictions: `@_docs/00_problem/restrictions.md`
+ - Acceptance criteria: `@_docs/00_problem/acceptance_criteria.md`
+ - Full Solution Description: `@_docs/01_solution/solution.md`
+ - Components: `@_docs/02_components`
+ - Data Model: `@_docs/02_components/data_model.md`
+
+## Role
+  You are a professional API architect
+
+## Task
+ - Define API contracts between all components
+ - Specify external API endpoints (if applicable)
+ - Define data transfer objects (DTOs)
+ - Establish error response standards
+ - Plan API versioning strategy
+
+## Output
+
+### Internal Component Interfaces
+For each component boundary:
+ - Interface name
+ - Methods with signatures
+ - Input/Output DTOs
+ - Error types
+ - Async/Sync designation
+
+### External API Specification
+Generate OpenAPI/Swagger spec including:
+ - Endpoints with HTTP methods
+ - Request/Response schemas
+ - Authentication requirements
+ - Rate limiting rules
+ - Example requests/responses
+
+### DTO Definitions
+For each data transfer object:
+ - Name and purpose
+ - Fields with types
+ - Validation rules
+ - Serialization format (JSON, Protobuf, etc.)
+
+### Error Contract
+ - Standard error response format
+ - Error codes and messages
+ - HTTP status code mapping
+
+### Versioning Strategy
+ - API versioning approach (URL, header, query param)
+ - Deprecation policy
+ - Breaking vs non-breaking change definitions
+
+Store output to `_docs/02_components/api_contracts.md`
+Store OpenAPI spec to `_docs/02_components/openapi.yaml` (if applicable)
+
+## Notes
+ - Follow RESTful conventions for external APIs
+ - Keep internal interfaces minimal and focused
+ - Design for backward compatibility
+ - Ask questions to clarify integration requirements
+
diff --git a/.cursor/commands/2.planning/2.37_plan_risk_assessment.md b/.cursor/commands/2.planning/2.37_plan_risk_assessment.md
new file mode 100644
index 0000000..4a33215
--- /dev/null
+++ b/.cursor/commands/2.planning/2.37_plan_risk_assessment.md
@@ -0,0 +1,111 @@
+# Risk Assessment
+
+## Initial data:
+ - Problem description: `@_docs/00_problem/problem_description.md`
+ - Restrictions: `@_docs/00_problem/restrictions.md`
+ - Acceptance criteria: `@_docs/00_problem/acceptance_criteria.md`
+ - Full Solution Description: `@_docs/01_solution/solution.md`
+ - Components: `@_docs/02_components`
+ - Estimation: `@_docs/02_components/estimation.md`
+
+## Role
+  You are a technical risk analyst
+
+## Task
+ - Identify technical and project risks
+ - Assess probability and impact
+ - Define mitigation strategies
+ - Create risk monitoring plan
+
+## Output
+
+### Risk Register
+
+| ID | Risk | Category | Probability | Impact | Score | Mitigation | Owner |
+|----|------|----------|-------------|--------|-------|------------|-------|
+| R1 | | Tech/Schedule/Resource/External | High/Med/Low | High/Med/Low | H/M/L | | |
+
+### Risk Scoring Matrix
+
+|  | Low Impact | Medium Impact | High Impact |
+|--|------------|---------------|-------------|
+| High Probability | Medium | High | Critical |
+| Medium Probability | Low | Medium | High |
+| Low Probability | Low | Low | Medium |
+
+### Risk Categories
+
+#### Technical Risks
+- Technology choices may not meet requirements
+- Integration complexity underestimated
+- Performance targets unachievable
+- Security vulnerabilities
+
+#### Schedule Risks
+- Scope creep
+- Dependencies delayed
+- Resource unavailability
+- Underestimated complexity
+
+#### Resource Risks
+- Key person dependency
+- Skill gaps
+- Team availability
+
+#### External Risks
+- Third-party API changes
+- Vendor reliability
+- Regulatory changes
+
+### Top Risks (Ranked)
+
+#### 1. [Highest Risk]
+- **Description**: 
+- **Probability**: High/Medium/Low
+- **Impact**: High/Medium/Low
+- **Mitigation Strategy**: 
+- **Contingency Plan**: 
+- **Early Warning Signs**: 
+- **Owner**: 
+
+#### 2. [Second Highest Risk]
+...
+
+### Risk Mitigation Plan
+
+| Risk ID | Mitigation Action | Timeline | Cost | Responsible |
+|---------|-------------------|----------|------|-------------|
+| R1 | | | | |
+
+### Risk Monitoring
+
+#### Review Schedule
+- Daily standup: Discuss blockers (potential risks materializing)
+- Weekly: Review risk register, update probabilities
+- Sprint end: Comprehensive risk review
+
+#### Early Warning Indicators
+| Risk | Indicator | Threshold | Action |
+|------|-----------|-----------|--------|
+| | | | |
+
+### Contingency Budget
+- Time buffer: 20% of estimated duration
+- Scope flexibility: [List features that can be descoped]
+- Resource backup: [Backup resources if available]
+
+### Acceptance Criteria for Risks
+Define which risks are acceptable:
+- Low risks: Accepted, monitored
+- Medium risks: Mitigation required
+- High risks: Mitigation + contingency required
+- Critical risks: Must be resolved before proceeding
+
+Store output to `_docs/02_components/risk_assessment.md`
+
+## Notes
+ - Update risk register throughout project
+ - Escalate critical risks immediately
+ - Consider both likelihood and impact
+ - Ask questions to uncover hidden risks
+
diff --git a/.cursor/commands/3.implementation/3.05_implement_initial_structure.md b/.cursor/commands/3.implementation/3.05_implement_initial_structure.md
index cbd5172..d88920a 100644
--- a/.cursor/commands/3.implementation/3.05_implement_initial_structure.md
+++ b/.cursor/commands/3.implementation/3.05_implement_initial_structure.md
@@ -22,10 +22,21 @@
    - helpers - empty implementations or interfaces
  - Add .gitignore appropriate for the project's language/framework
  - Add .env.example with required environment variables
- - Add CI/CD skeleton (GitHub Actions, GitLab CI, or appropriate)
+ - Configure CI/CD pipeline with full stages:
+   - Build stage
+   - Lint/Static analysis stage
+   - Unit tests stage
+   - Integration tests stage
+   - Security scan stage (SAST/dependency check)
+   - Deploy to staging stage (triggered on merge to stage branch)
+ - Define environment strategy based on `@_docs/00_templates/environment_strategy.md`:
+   - Development environment configuration
+   - Staging environment configuration
+   - Production environment configuration (if applicable)
  - Add database migration setup if applicable
  - Add README.md, describe the project by @_docs/01_solution/solution.md
  - Create a separate folder for the integration tests (not a separate repo)
+ - Configure branch protection rules recommendations
 
 ## Example
  The structure should roughly looks like this:
diff --git a/.cursor/commands/3.implementation/3.30_implement_cicd.md b/.cursor/commands/3.implementation/3.30_implement_cicd.md
index 05f2b9f..282ec2c 100644
--- a/.cursor/commands/3.implementation/3.30_implement_cicd.md
+++ b/.cursor/commands/3.implementation/3.30_implement_cicd.md
@@ -1,42 +1,64 @@
-# CI/CD Setup
+# CI/CD Pipeline Validation & Enhancement
 
 ## Initial data:
- - Problem description: `@_docs/00_problem/problem_description.md`.
- - Restrictions: `@_docs/00_problem/restrictions.md`.
+ - Problem description: `@_docs/00_problem/problem_description.md`
+ - Restrictions: `@_docs/00_problem/restrictions.md`
  - Full Solution Description: `@_docs/01_solution/solution.md`
  - Components: `@_docs/02_components`
+ - Environment Strategy: `@_docs/00_templates/environment_strategy.md`
 
 ## Role
   You are a DevOps engineer
 
 ## Task
- - Review project structure and dependencies
- - Configure CI/CD pipeline with stages:
-   - Build
-   - Lint
-   - Unit tests
-   - Integration tests
-   - Security scan (if applicable)
-   - Deploy to staging (if applicable)
- - Configure environment variables handling
- - Set up test reporting
- - Configure branch protection rules recommendations
+ - Review existing CI/CD pipeline configuration
+ - Validate all stages are working correctly
+ - Optimize pipeline performance (parallelization, caching)
+ - Ensure test coverage gates are enforced
+ - Verify security scanning is properly configured
+ - Add missing quality gates
+
+## Checklist
+
+### Pipeline Health
+ - [ ] All stages execute successfully
+ - [ ] Build time is acceptable (<10 min for most projects)
+ - [ ] Caching is properly configured (dependencies, build artifacts)
+ - [ ] Parallel execution where possible
+
+### Quality Gates
+ - [ ] Code coverage threshold enforced (minimum 75%)
+ - [ ] Linting errors block merge
+ - [ ] Security vulnerabilities block merge (critical/high)
+ - [ ] All tests must pass
+
+### Environment Deployments
+ - [ ] Staging deployment works on merge to stage branch
+ - [ ] Environment variables properly configured per environment
+ - [ ] Secrets are securely managed (not in code)
+ - [ ] Rollback procedure documented
+
+### Monitoring
+ - [ ] Build notifications configured (Slack, email, etc.)
+ - [ ] Failed build alerts
+ - [ ] Deployment success/failure notifications
 
 ## Output
- ### Pipeline Configuration
-  - Pipeline file(s) created/updated
-  - Stages description
-  - Triggers (on push, PR, etc.)
 
- ### Environment Setup
-  - Required secrets/variables
-  - Environment-specific configs
+### Pipeline Status Report
+ - Current pipeline configuration summary
+ - Issues found and fixes applied
+ - Performance metrics (build times)
 
- ### Deployment Strategy
-  - Staging deployment steps
-  - Production deployment steps (if applicable)
+### Recommended Improvements
+ - Short-term improvements
+ - Long-term optimizations
+
+### Quality Gate Configuration
+ - Thresholds configured
+ - Enforcement rules
 
 ## Notes
- - Use project-appropriate CI/CD tool (GitHub Actions, GitLab CI, Azure DevOps, etc.)
- - Keep pipeline fast - parallelize where possible
-
+ - Do not break existing functionality
+ - Test changes in separate branch first
+ - Document any manual steps required
diff --git a/.cursor/commands/3.implementation/3.35_plan_deployment.md b/.cursor/commands/3.implementation/3.35_plan_deployment.md
new file mode 100644
index 0000000..304fa53
--- /dev/null
+++ b/.cursor/commands/3.implementation/3.35_plan_deployment.md
@@ -0,0 +1,72 @@
+# Deployment Strategy Planning
+
+## Initial data:
+ - Problem description: `@_docs/00_problem/problem_description.md`
+ - Restrictions: `@_docs/00_problem/restrictions.md`
+ - Full Solution Description: `@_docs/01_solution/solution.md`
+ - Components: `@_docs/02_components`
+ - Environment Strategy: `@_docs/00_templates/environment_strategy.md`
+
+## Role
+  You are a DevOps/Platform engineer
+
+## Task
+ - Define deployment strategy for each environment
+ - Plan deployment procedures and automation
+ - Define rollback procedures
+ - Establish deployment verification steps
+ - Document manual intervention points
+
+## Output
+
+### Deployment Architecture
+ - Infrastructure diagram (where components run)
+ - Network topology
+ - Load balancing strategy
+ - Container/VM configuration
+
+### Deployment Procedures
+
+#### Staging Deployment
+ - Trigger conditions
+ - Pre-deployment checks
+ - Deployment steps
+ - Post-deployment verification
+ - Smoke tests to run
+
+#### Production Deployment
+ - Approval workflow
+ - Deployment window
+ - Pre-deployment checks
+ - Deployment steps (blue-green, rolling, canary)
+ - Post-deployment verification
+ - Smoke tests to run
+
+### Rollback Procedures
+ - Rollback trigger criteria
+ - Rollback steps per environment
+ - Data rollback considerations
+ - Communication plan during rollback
+
+### Health Checks
+ - Liveness probe configuration
+ - Readiness probe configuration
+ - Custom health endpoints
+
+### Deployment Checklist
+ - [ ] All tests pass in CI
+ - [ ] Security scan clean
+ - [ ] Database migrations reviewed
+ - [ ] Feature flags configured
+ - [ ] Monitoring alerts configured
+ - [ ] Rollback plan documented
+ - [ ] Stakeholders notified
+
+Store output to `_docs/02_components/deployment_strategy.md`
+
+## Notes
+ - Prefer automated deployments over manual
+ - Zero-downtime deployments for production
+ - Always have a rollback plan
+ - Ask questions about infrastructure constraints
+
diff --git a/.cursor/commands/3.implementation/3.42_plan_observability.md b/.cursor/commands/3.implementation/3.42_plan_observability.md
new file mode 100644
index 0000000..60c098d
--- /dev/null
+++ b/.cursor/commands/3.implementation/3.42_plan_observability.md
@@ -0,0 +1,123 @@
+# Observability Planning
+
+## Initial data:
+ - Problem description: `@_docs/00_problem/problem_description.md`
+ - Full Solution Description: `@_docs/01_solution/solution.md`
+ - Components: `@_docs/02_components`
+ - Deployment Strategy: `@_docs/02_components/deployment_strategy.md`
+
+## Role
+  You are a Site Reliability Engineer (SRE)
+
+## Task
+ - Define logging strategy across all components
+ - Plan metrics collection and dashboards
+ - Design distributed tracing (if applicable)
+ - Establish alerting rules
+ - Document incident response procedures
+
+## Output
+
+### Logging Strategy
+
+#### Log Levels
+| Level | Usage | Example |
+|-------|-------|---------|
+| ERROR | Exceptions, failures requiring attention | Database connection failed |
+| WARN | Potential issues, degraded performance | Retry attempt 2/3 |
+| INFO | Significant business events | User registered, Order placed |
+| DEBUG | Detailed diagnostic information | Request payload, Query params |
+
+#### Log Format
+```json
+{
+  "timestamp": "ISO8601",
+  "level": "INFO",
+  "service": "service-name",
+  "correlation_id": "uuid",
+  "message": "Event description",
+  "context": {}
+}
+```
+
+#### Log Storage
+- Development: Console/file
+- Staging: Centralized (ELK, CloudWatch, etc.)
+- Production: Centralized with retention policy
+
+### Metrics
+
+#### System Metrics
+- CPU usage
+- Memory usage
+- Disk I/O
+- Network I/O
+
+#### Application Metrics
+| Metric | Type | Description |
+|--------|------|-------------|
+| request_count | Counter | Total requests |
+| request_duration | Histogram | Response time |
+| error_count | Counter | Failed requests |
+| active_connections | Gauge | Current connections |
+
+#### Business Metrics
+- [Define based on acceptance criteria]
+
+### Distributed Tracing
+
+#### Trace Context
+- Correlation ID propagation
+- Span naming conventions
+- Sampling strategy
+
+#### Integration Points
+- HTTP headers
+- Message queue metadata
+- Database query tagging
+
+### Alerting
+
+#### Alert Categories
+| Severity | Response Time | Examples |
+|----------|---------------|----------|
+| Critical | 5 min | Service down, Data loss |
+| High | 30 min | High error rate, Performance degradation |
+| Medium | 4 hours | Elevated latency, Disk usage high |
+| Low | Next business day | Non-critical warnings |
+
+#### Alert Rules
+```yaml
+alerts:
+  - name: high_error_rate
+    condition: error_rate > 5%
+    duration: 5m
+    severity: high
+    
+  - name: service_down
+    condition: health_check_failed
+    duration: 1m
+    severity: critical
+```
+
+### Dashboards
+
+#### Operations Dashboard
+- Service health status
+- Request rate and error rate
+- Response time percentiles
+- Resource utilization
+
+#### Business Dashboard
+- Key business metrics
+- User activity
+- Transaction volumes
+
+Store output to `_docs/02_components/observability_plan.md`
+
+## Notes
+ - Follow the principle: "If it's not monitored, it's not in production"
+ - Balance verbosity with cost
+ - Ensure PII is not logged
+ - Plan for log rotation and retention
+
diff --git a/.cursor/commands/4.refactoring/4.07_capture_baseline.md b/.cursor/commands/4.refactoring/4.07_capture_baseline.md
new file mode 100644
index 0000000..aff5795
--- /dev/null
+++ b/.cursor/commands/4.refactoring/4.07_capture_baseline.md
@@ -0,0 +1,92 @@
+# Capture Baseline Metrics
+
+## Initial data:
+ - Problem description: `@_docs/00_problem/problem_description.md`
+ - Acceptance criteria: `@_docs/00_problem/acceptance_criteria.md`
+ - Current codebase
+
+## Role
+  You are a software engineer preparing for refactoring
+
+## Task
+ - Capture current system metrics as baseline
+ - Document current behavior
+ - Establish benchmarks to compare against after refactoring
+ - Identify critical paths to monitor
+
+## Output
+
+### Code Quality Metrics
+
+#### Coverage
+```
+Current test coverage: XX%
+- Unit test coverage: XX%
+- Integration test coverage: XX%
+- Critical paths coverage: XX%
+```
+
+#### Code Complexity
+- Cyclomatic complexity (average): 
+- Most complex functions (top 5):
+- Lines of code:
+- Technical debt ratio:
+
+#### Code Smells
+- Total code smells:
+- Critical issues:
+- Major issues:
+
+### Performance Metrics
+
+#### Response Times
+| Endpoint/Operation | P50 | P95 | P99 |
+|-------------------|-----|-----|-----|
+| [endpoint1] | Xms | Xms | Xms |
+| [operation1] | Xms | Xms | Xms |
+
+#### Resource Usage
+- Average CPU usage:
+- Average memory usage:
+- Database query count per operation:
+
+#### Throughput
+- Requests per second:
+- Concurrent users supported:
+
+### Functionality Inventory
+
+List all current features/endpoints:
+| Feature | Status | Test Coverage | Notes |
+|---------|--------|---------------|-------|
+| | | | |
+
+### Dependency Analysis
+- Total dependencies:
+- Outdated dependencies:
+- Security vulnerabilities in dependencies:
+
+### Build Metrics
+- Build time:
+- Test execution time:
+- Deployment time:
+
+Store output to `_docs/04_refactoring/baseline_metrics.md`
+
+## Measurement Commands
+
+Use project-appropriate tools for your tech stack:
+
+| Metric | Python | C#/.NET | Java | Go | JavaScript/TypeScript |
+|--------|--------|---------|------|-----|----------------------|
+| Test coverage | pytest --cov | dotnet test --collect | jacoco | go test -cover | jest --coverage |
+| Code complexity | radon | CodeMetrics | PMD | gocyclo | eslint-plugin-complexity |
+| Lines of code | cloc | cloc | cloc | cloc | cloc |
+| Dependency check | pip-audit | dotnet list package --vulnerable | mvn dependency-check | govulncheck | npm audit |
+
+## Notes
+ - Run measurements multiple times for accuracy
+ - Document measurement methodology
+ - Save raw data for comparison
+ - Focus on metrics relevant to refactoring goals
+
diff --git a/.cursor/commands/4.refactoring/4.40_tests_description.md b/.cursor/commands/4.refactoring/4.40_tests_description.md
index c0809fd..ed48207 100644
--- a/.cursor/commands/4.refactoring/4.40_tests_description.md
+++ b/.cursor/commands/4.refactoring/4.40_tests_description.md
@@ -9,11 +9,22 @@
 ## Role
   You are a professional Quality Assurance Engineer
 
+## Prerequisites
+ - Baseline metrics captured (see 4.07_capture_baseline.md)
+ - Feature parity checklist created (see `@_docs/00_templates/feature_parity_checklist.md`)
+
+## Coverage Requirements (MUST meet before refactoring)
+ - Minimum overall coverage: 75%
+ - Critical path coverage: 90%
+ - All public APIs must have integration tests
+ - All error handling paths must be tested
+
 ## Task
  - Analyze existing test coverage
  - Define integration tests that capture current system behavior
  - Tests should serve as safety net for refactoring
  - Cover critical paths and edge cases
+ - Ensure coverage requirements are met before proceeding to refactoring
 
 ## Output
  Store test specs to `_docs/02_tests/[##]_[test_name]_spec.md`:
diff --git a/.cursor/commands/gen_merge_and_deploy.md b/.cursor/commands/gen_merge_and_deploy.md
new file mode 100644
index 0000000..1382dce
--- /dev/null
+++ b/.cursor/commands/gen_merge_and_deploy.md
@@ -0,0 +1,120 @@
+# Merge and Deploy Feature
+
+Complete the feature development cycle by creating PR, merging, and updating documentation.
+
+## Input parameters
+ - task_id (required): Jira task ID
+   Example: /gen_merge_and_deploy AZ-122
+
+## Prerequisites
+ - All tests pass locally
+ - Code review completed (or ready for review)
+ - Definition of Done checklist reviewed
+
+## Steps (Agent)
+
+### 1. Verify Branch Status
+```bash
+git status
+git log --oneline -5
+```
+ - Confirm on feature branch (e.g., az-122-feature-name)
+ - Confirm all changes committed
+ - If uncommitted changes exist, prompt user to commit first
+
+### 2. Run Pre-merge Checks
+
+**User action required**: Run your project's test and lint commands before proceeding.
+
+```bash
+# Check for merge conflicts
+git fetch origin dev
+git merge origin/dev --no-commit --no-ff || git merge --abort
+```
+
+ - [ ] All tests pass (run project-specific test command)
+ - [ ] No linting errors (run project-specific lint command)
+ - [ ] No merge conflicts (or resolve them)
+
+### 3. Update Documentation
+
+#### CHANGELOG.md
+Add entry under "Unreleased" section:
+```markdown
+### Added/Changed/Fixed
+- [TASK_ID] Brief description of change
+```
+
+#### Update Jira
+ - Add comment with summary of implementation
+ - Link any related PRs or documentation
+
+### 4. Create Pull Request
+
+#### PR Title Format
+`[TASK_ID] Brief description`
+
+#### PR Body (from template)
+```markdown
+## Description
+[Summary of changes]
+
+## Related Issue
+Jira ticket: [TASK_ID](link)
+
+## Type of Change
+- [ ] Bug fix
+- [ ] New feature
+- [ ] Refactoring
+
+## Checklist
+- [ ] Code follows project conventions
+- [ ] Self-review completed
+- [ ] Tests added/updated
+- [ ] All tests pass
+- [ ] Documentation updated
+
+## Breaking Changes
+[None / List breaking changes]
+
+## Deployment Notes
+[None / Special deployment considerations]
+
+## Rollback Plan
+[Steps to rollback if issues arise]
+
+## Testing
+[How to test these changes]
+```
+
+### 5. Post-merge Actions
+
+After PR is approved and merged:
+
+```bash
+# Switch to dev branch
+git checkout dev
+git pull origin dev
+
+# Delete feature branch
+git branch -d {feature_branch}
+git push origin --delete {feature_branch}
+```
+
+### 6. Update Jira Status
+ - Move ticket to "Done"
+ - Add link to merged PR
+ - Log time spent (if tracked)
+
+## Guardrails
+ - Do NOT merge if tests fail
+ - Do NOT merge if there are unresolved review comments
+ - Do NOT delete branch before merge is confirmed
+ - Always update CHANGELOG before creating PR
+
+## Output
+ - PR created/URL provided
+ - CHANGELOG updated
+ - Jira ticket updated
+ - Feature branch cleaned up (post-merge)
+
diff --git a/_docs/00_templates/definition_of_done.md b/_docs/00_templates/definition_of_done.md
new file mode 100644
index 0000000..73ef701
--- /dev/null
+++ b/_docs/00_templates/definition_of_done.md
@@ -0,0 +1,92 @@
+# Definition of Done (DoD)
+
+A feature/task is considered DONE when all applicable items are completed.
+
+---
+
+## Code Complete
+
+- [ ] All acceptance criteria from the spec are implemented
+- [ ] Code compiles/builds without errors
+- [ ] No new linting errors or warnings
+- [ ] Code follows project coding standards and conventions
+- [ ] No hardcoded values (use configuration/environment variables)
+- [ ] Error handling implemented per project standards
+
+---
+
+## Testing Complete
+
+- [ ] Unit tests written for new code
+- [ ] Unit tests pass locally
+- [ ] Integration tests written (if applicable)
+- [ ] Integration tests pass
+- [ ] Code coverage meets minimum threshold (75%)
+- [ ] Manual testing performed for UI changes
+
+---
+
+## Code Review Complete
+
+- [ ] Pull request created with proper description
+- [ ] PR linked to Jira ticket
+- [ ] At least one approval from reviewer
+- [ ] All review comments addressed
+- [ ] No merge conflicts
+
+---
+
+## Documentation Complete
+
+- [ ] Code comments for complex logic (if needed)
+- [ ] API documentation updated (if endpoints changed)
+- [ ] README updated (if setup/usage changed)
+- [ ] CHANGELOG updated with changes
+
+---
+
+## CI/CD Complete
+
+- [ ] All CI pipeline stages pass
+- [ ] Security scan passes (no critical/high vulnerabilities)
+- [ ] Build artifacts generated successfully
+
+---
+
+## Deployment Ready
+
+- [ ] Database migrations tested (if applicable)
+- [ ] Configuration changes documented
+- [ ] Feature flags configured (if applicable)
+- [ ] Rollback plan identified
+
+---
+
+## Communication Complete
+
+- [ ] Jira ticket moved to Done
+- [ ] Stakeholders notified of completion (if required)
+- [ ] Any blockers or follow-up items documented
+
+---
+
+## Quick Reference
+
+| Category | Must Have | Nice to Have |
+|----------|-----------|--------------|
+| Code | Builds, No lint errors | Optimized |
+| Tests | Unit + Integration pass | E2E tests |
+| Coverage | >= 75% | >= 85% |
+| Review | 1 approval | 2 approvals |
+| Docs | CHANGELOG | Full API docs |
+
+---
+
+## Exceptions
+
+If any DoD item cannot be completed, document:
+1. Which item is incomplete
+2. Reason for exception
+3. Plan to address (with timeline)
+4. Approval from tech lead
+
diff --git a/_docs/00_templates/environment_strategy.md b/_docs/00_templates/environment_strategy.md
new file mode 100644
index 0000000..7fa21ab
--- /dev/null
+++ b/_docs/00_templates/environment_strategy.md
@@ -0,0 +1,139 @@
+# Environment Strategy Template
+
+## Overview
+Define the environment strategy for the project, including configuration, access, and deployment procedures for each environment.
+
+---
+
+## Environments
+
+### Development (dev)
+**Purpose**: Local development and feature testing
+
+| Aspect | Configuration |
+|--------|---------------|
+| Branch | `dev`, feature branches |
+| Database | Local or shared dev instance |
+| External Services | Mock/sandbox endpoints |
+| Logging Level | DEBUG |
+| Access | All developers |
+
+**Configuration**:
+```
+# .env.development
+ENV=development
+DATABASE_URL=<dev_database_url>
+API_TIMEOUT=30
+LOG_LEVEL=DEBUG
+```
+
+### Staging (stage)
+**Purpose**: Pre-production testing, QA, UAT
+
+| Aspect | Configuration |
+|--------|---------------|
+| Branch | `stage` |
+| Database | Staging instance (production-like) |
+| External Services | Sandbox/test endpoints |
+| Logging Level | INFO |
+| Access | Development team, QA |
+
+**Configuration**:
+```
+# .env.staging
+ENV=staging
+DATABASE_URL=<staging_database_url>
+API_TIMEOUT=15
+LOG_LEVEL=INFO
+```
+
+**Deployment Trigger**: Merge to `stage` branch
+
+### Production (prod)
+**Purpose**: Live system serving end users
+
+| Aspect | Configuration |
+|--------|---------------|
+| Branch | `main` |
+| Database | Production instance |
+| External Services | Production endpoints |
+| Logging Level | WARN |
+| Access | Restricted (ops team) |
+
+**Configuration**:
+```
+# .env.production
+ENV=production
+DATABASE_URL=<production_database_url>
+API_TIMEOUT=10
+LOG_LEVEL=WARN
+```
+
+**Deployment Trigger**: Manual approval after staging validation
+
+---
+
+## Secrets Management
+
+### Secret Categories
+- Database credentials
+- API keys (internal and external)
+- Encryption keys
+- Service account credentials
+
+### Storage
+| Environment | Secret Storage |
+|-------------|----------------|
+| Development | .env.local (gitignored) |
+| Staging | CI/CD secrets / Vault |
+| Production | CI/CD secrets / Vault |
+
+### Rotation Policy
+- Database passwords: Every 90 days
+- API keys: Every 180 days or on compromise
+- Encryption keys: Annually
+
+---
+
+## Environment Parity
+
+### Required Parity
+- Same database engine and version
+- Same runtime version
+- Same dependency versions
+- Same configuration structure
+
+### Allowed Differences
+- Resource scaling (CPU, memory)
+- External service endpoints (sandbox vs production)
+- Logging verbosity
+- Feature flags
+
+---
+
+## Access Control
+
+| Role | Dev | Staging | Production |
+|------|-----|---------|------------|
+| Developer | Full | Read + Deploy | Read logs only |
+| QA | Read | Full | Read logs only |
+| DevOps | Full | Full | Full |
+| Stakeholder | None | Read | Read dashboards |
+
+---
+
+## Backup & Recovery
+
+| Environment | Backup Frequency | Retention | RTO | RPO |
+|-------------|------------------|-----------|-----|-----|
+| Development | None | N/A | N/A | N/A |
+| Staging | Daily | 7 days | 4 hours | 24 hours |
+| Production | Hourly | 30 days | 1 hour | 1 hour |
+
+---
+
+## Notes
+- Never copy production data to lower environments without anonymization
+- All environment-specific values must be externalized (no hardcoding)
+- Document any environment-specific behaviors in code comments
+
diff --git a/_docs/00_templates/feature_dependency_matrix.md b/_docs/00_templates/feature_dependency_matrix.md
new file mode 100644
index 0000000..f946971
--- /dev/null
+++ b/_docs/00_templates/feature_dependency_matrix.md
@@ -0,0 +1,103 @@
+# Feature Dependency Matrix
+
+Track feature dependencies to ensure proper implementation order.
+
+---
+
+## Active Features
+
+| Feature ID | Feature Name | Status | Dependencies | Blocks |
+|------------|--------------|--------|--------------|--------|
+| | | Draft/In Progress/Done | List IDs | List IDs |
+
+---
+
+## Dependency Rules
+
+### Status Definitions
+- **Draft**: Spec created, not started
+- **In Progress**: Development started
+- **Done**: Merged to dev, verified
+- **Blocked**: Waiting on dependencies
+
+### Dependency Types
+- **Hard**: Cannot start without dependency complete
+- **Soft**: Can mock dependency, integrate later
+- **API**: Depends on API contract (can parallelize with mock)
+- **Data**: Depends on data/schema (must be complete)
+
+---
+
+## Current Dependencies
+
+### [Feature A] depends on:
+| Dependency | Type | Status | Blocker? |
+|------------|------|--------|----------|
+| | Hard/Soft/API/Data | Done/In Progress | Yes/No |
+
+### [Feature B] depends on:
+| Dependency | Type | Status | Blocker? |
+|------------|------|--------|----------|
+| | | | |
+
+---
+
+## Dependency Graph
+
+```
+Feature A (Done)
+    └── Feature B (In Progress)
+        └── Feature D (Draft)
+    └── Feature C (Draft)
+
+Feature E (Done)
+    └── Feature F (In Progress)
+```
+
+---
+
+## Implementation Order
+
+Based on dependencies, recommended implementation order:
+
+1. **Phase 1** (No dependencies)
+   - [ ] Feature X
+   - [ ] Feature Y
+
+2. **Phase 2** (Depends on Phase 1)
+   - [ ] Feature Z (after X)
+   - [ ] Feature W (after Y)
+
+3. **Phase 3** (Depends on Phase 2)
+   - [ ] Feature V (after Z, W)
+
+---
+
+## Handling Blocked Features
+
+When a feature is blocked:
+
+1. **Identify** the blocking dependency
+2. **Escalate** if blocker is delayed
+3. **Consider** if feature can proceed with mocks
+4. **Document** any workarounds used
+5. **Schedule** integration when blocker completes
+
+---
+
+## Mock Strategy
+
+When using mocks for dependencies:
+
+| Feature | Mocked Dependency | Mock Type | Integration Task |
+|---------|-------------------|-----------|------------------|
+| | | Interface/Data/API | Link to task |
+
+---
+
+## Update Log
+
+| Date | Feature | Change | By |
+|------|---------|--------|-----|
+| | | Added/Updated/Completed | |
+
diff --git a/_docs/00_templates/feature_parity_checklist.md b/_docs/00_templates/feature_parity_checklist.md
new file mode 100644
index 0000000..8d6b608
--- /dev/null
+++ b/_docs/00_templates/feature_parity_checklist.md
@@ -0,0 +1,129 @@
+# Feature Parity Checklist
+
+Use this checklist to ensure all functionality is preserved during refactoring.
+
+---
+
+## Project: [Project Name]
+## Refactoring Scope: [Brief description]
+## Date: [YYYY-MM-DD]
+
+---
+
+## Feature Inventory
+
+### API Endpoints
+
+| Endpoint | Method | Before | After | Verified |
+|----------|--------|--------|-------|----------|
+| /api/v1/example | GET | Working | | [ ] |
+| | | | | [ ] |
+
+### Core Functions
+
+| Function/Module | Purpose | Before | After | Verified |
+|-----------------|---------|--------|-------|----------|
+| | | Working | | [ ] |
+| | | | | [ ] |
+
+### User Workflows
+
+| Workflow | Steps | Before | After | Verified |
+|----------|-------|--------|-------|----------|
+| User login | 1. Enter credentials 2. Submit | Working | | [ ] |
+| | | | | [ ] |
+
+### Integrations
+
+| External System | Integration Type | Before | After | Verified |
+|-----------------|------------------|--------|-------|----------|
+| | API/Webhook/DB | Working | | [ ] |
+| | | | | [ ] |
+
+---
+
+## Behavioral Parity
+
+### Input Handling
+- [ ] Same inputs produce same outputs
+- [ ] Error messages unchanged (or improved)
+- [ ] Validation rules preserved
+- [ ] Edge cases handled identically
+
+### Output Format
+- [ ] Response structure unchanged
+- [ ] Data types preserved
+- [ ] Null handling consistent
+- [ ] Date/time formats preserved
+
+### Side Effects
+- [ ] Database writes produce same results
+- [ ] File operations unchanged
+- [ ] External API calls preserved
+- [ ] Event emissions maintained
+
+---
+
+## Non-Functional Parity
+
+### Performance
+- [ ] Response times within baseline +10%
+- [ ] Memory usage within baseline +10%
+- [ ] CPU usage within baseline +10%
+- [ ] No new N+1 queries introduced
+
+### Security
+- [ ] Authentication unchanged
+- [ ] Authorization rules preserved
+- [ ] Input sanitization maintained
+- [ ] No new vulnerabilities introduced
+
+### Reliability
+- [ ] Error handling preserved
+- [ ] Retry logic maintained
+- [ ] Timeout behavior unchanged
+- [ ] Circuit breakers preserved
+
+---
+
+## Test Coverage
+
+| Test Type | Before | After | Status |
+|-----------|--------|-------|--------|
+| Unit Tests | X pass | | [ ] Same or better |
+| Integration Tests | X pass | | [ ] Same or better |
+| E2E Tests | X pass | | [ ] Same or better |
+
+---
+
+## Verification Steps
+
+### Automated Verification
+1. [ ] All existing tests pass
+2. [ ] No new linting errors
+3. [ ] Coverage >= baseline
+
+### Manual Verification
+1. [ ] Smoke test critical paths
+2. [ ] Verify UI behavior (if applicable)
+3. [ ] Test error scenarios
+
+### Stakeholder Sign-off
+- [ ] QA approved
+- [ ] Product owner approved (if behavior changed)
+
+---
+
+## Discrepancies Found
+
+| Feature | Expected | Actual | Resolution | Status |
+|---------|----------|--------|------------|--------|
+| | | | | |
+
+---
+
+## Notes
+- Any intentional behavior changes must be documented and approved
+- Update this checklist as refactoring progresses
+- Keep baseline metrics for comparison
+
diff --git a/_docs/00_templates/incident_playbook.md b/_docs/00_templates/incident_playbook.md
new file mode 100644
index 0000000..449e107
--- /dev/null
+++ b/_docs/00_templates/incident_playbook.md
@@ -0,0 +1,157 @@
+# Incident Playbook Template
+
+## Incident Overview
+
+| Field | Value |
+|-------|-------|
+| Playbook Name | [Name] |
+| Severity | Critical / High / Medium / Low |
+| Last Updated | [YYYY-MM-DD] |
+| Owner | [Team/Person] |
+
+---
+
+## Detection
+
+### Symptoms
+- [How will you know this incident is occurring?]
+- Alert: [Alert name that triggers]
+- User reports: [Expected user complaints]
+
+### Monitoring
+- Dashboard: [Link to relevant dashboard]
+- Logs: [Log query to investigate]
+- Metrics: [Key metrics to watch]
+
+---
+
+## Assessment
+
+### Impact Analysis
+- Users affected: [All / Subset / Internal only]
+- Data at risk: [Yes / No]
+- Revenue impact: [High / Medium / Low / None]
+
+### Severity Determination
+| Condition | Severity |
+|-----------|----------|
+| Service completely down | Critical |
+| Partial degradation | High |
+| Intermittent issues | Medium |
+| Minor impact | Low |
+
+---
+
+## Response
+
+### Immediate Actions (First 5 minutes)
+1. [ ] Acknowledge alert
+2. [ ] Verify incident is real (not false positive)
+3. [ ] Notify on-call team
+4. [ ] Start incident channel/call
+
+### Investigation Steps
+1. [ ] Check recent deployments
+2. [ ] Review error logs
+3. [ ] Check infrastructure metrics
+4. [ ] Identify affected components
+
+### Communication
+| Audience | Channel | Frequency |
+|----------|---------|-----------|
+| Engineering | Slack #incidents | Continuous |
+| Stakeholders | Email | Every 30 min |
+| Users | Status page | Major updates |
+
+---
+
+## Resolution
+
+### Common Fixes
+
+#### Fix 1: [Common issue]
+```bash
+# Commands to fix
+```
+Expected outcome: [What should happen]
+
+#### Fix 2: [Another common issue]
+```bash
+# Commands to fix
+```
+Expected outcome: [What should happen]
+
+### Rollback Procedure
+1. [ ] Identify last known good version
+2. [ ] Execute rollback
+```bash
+# Rollback commands
+```
+3. [ ] Verify service restored
+4. [ ] Monitor for 15 minutes
+
+### Escalation Path
+| Time | Action |
+|------|--------|
+| 0-15 min | On-call engineer |
+| 15-30 min | Team lead |
+| 30-60 min | Engineering manager |
+| 60+ min | Director/VP |
+
+---
+
+## Post-Incident
+
+### Verification
+- [ ] Service fully restored
+- [ ] All alerts cleared
+- [ ] User-facing functionality verified
+- [ ] Monitoring back to normal
+
+### Documentation
+- [ ] Timeline documented
+- [ ] Root cause identified
+- [ ] Action items created
+- [ ] Post-mortem scheduled
+
+### Post-Mortem Template
+```markdown
+## Incident Summary
+- Date/Time:
+- Duration:
+- Impact:
+- Root Cause:
+
+## Timeline
+- [Time] - Event
+
+## What Went Well
+-
+
+## What Went Wrong
+-
+
+## Action Items
+| Action | Owner | Due Date |
+|--------|-------|----------|
+| | | |
+```
+
+---
+
+## Contacts
+
+| Role | Name | Contact |
+|------|------|---------|
+| On-call | | |
+| Team Lead | | |
+| Manager | | |
+
+---
+
+## Revision History
+
+| Date | Author | Changes |
+|------|--------|---------|
+| | | |
+
diff --git a/_docs/00_templates/pr_template.md b/_docs/00_templates/pr_template.md
index f9e134e..6ab4ed6 100644
--- a/_docs/00_templates/pr_template.md
+++ b/_docs/00_templates/pr_template.md
@@ -11,16 +11,60 @@ Jira ticket: [AZ-XXX](link)
 - [ ] New feature
 - [ ] Refactoring
 - [ ] Documentation
+- [ ] Performance improvement
+- [ ] Security fix
 
 ## Checklist
 - [ ] Code follows project conventions
 - [ ] Self-review completed
 - [ ] Tests added/updated
 - [ ] All tests pass
+- [ ] Code coverage maintained/improved
 - [ ] Documentation updated (if needed)
+- [ ] CHANGELOG updated
+
+## Breaking Changes
+<!-- List any breaking changes, or write "None" -->
+- None
+
+## API Changes
+<!-- List any API changes (new endpoints, changed signatures, removed endpoints) -->
+- None
+
+## Database Changes
+<!-- List any database changes (migrations, schema changes) -->
+- [ ] No database changes
+- [ ] Migration included and tested
+- [ ] Rollback migration included
+
+## Deployment Notes
+<!-- Special considerations for deployment -->
+- [ ] No special deployment steps required
+- [ ] Environment variables added/changed (documented in .env.example)
+- [ ] Feature flags configured
+- [ ] External service dependencies
+
+## Rollback Plan
+<!-- Steps to rollback if issues arise -->
+1. Revert this PR commit
+2. [Additional steps if needed]
 
 ## Testing
-How to test these changes.
+How to test these changes:
+1. 
+2. 
+3. 
+
+## Performance Impact
+<!-- Note any performance implications -->
+- [ ] No performance impact expected
+- [ ] Performance tested (attach results if applicable)
+
+## Security Considerations
+<!-- Note any security implications -->
+- [ ] No security implications
+- [ ] Security review completed
+- [ ] Sensitive data handling reviewed
 
 ## Screenshots (if applicable)
-
+<!-- Add screenshots for UI changes -->
diff --git a/_docs/00_templates/quality_gates.md b/_docs/00_templates/quality_gates.md
new file mode 100644
index 0000000..a464849
--- /dev/null
+++ b/_docs/00_templates/quality_gates.md
@@ -0,0 +1,140 @@
+# Quality Gates
+
+Quality gates are checkpoints that must pass before proceeding to the next phase.
+
+---
+
+## Kickstart Tutorial Quality Gates
+
+### Gate 1: Research Complete (after 1.40)
+Before proceeding to Planning phase:
+- [ ] Problem description is clear and complete
+- [ ] Acceptance criteria are measurable and testable
+- [ ] Restrictions are documented
+- [ ] Security requirements defined
+- [ ] Solution draft reviewed and finalized
+- [ ] Tech stack evaluated and selected
+
+### Gate 2: Planning Complete (after 2.40)
+Before proceeding to Implementation phase:
+- [ ] All components defined with clear boundaries
+- [ ] Data model designed and reviewed
+- [ ] API contracts defined
+- [ ] Test specifications created
+- [ ] Jira epics/tasks created
+- [ ] Effort estimated
+- [ ] Risks identified and mitigated
+
+### Gate 3: Implementation Complete (after 3.40)
+Before merging to main:
+- [ ] All components implemented
+- [ ] Code coverage >= 75%
+- [ ] All tests pass (unit, integration)
+- [ ] Code review approved
+- [ ] Security scan passed
+- [ ] CI/CD pipeline green
+- [ ] Deployment tested on staging
+- [ ] Documentation complete
+
+---
+
+## Iterative Tutorial Quality Gates
+
+### Gate 1: Spec Ready (after step 20)
+Before creating Jira task:
+- [ ] Building block clearly defines problem/goal
+- [ ] Feature spec has measurable acceptance criteria
+- [ ] Dependencies identified
+- [ ] Complexity estimated
+
+### Gate 2: Implementation Ready (after step 50)
+Before starting development:
+- [ ] Plan reviewed and approved
+- [ ] Test strategy defined
+- [ ] Dependencies available or mocked
+
+### Gate 3: Merge Ready (after step 70)
+Before creating PR:
+- [ ] All acceptance criteria met
+- [ ] Tests pass locally
+- [ ] Definition of Done checklist completed
+- [ ] No unresolved TODOs in code
+
+---
+
+## Refactoring Tutorial Quality Gates
+
+### Gate 1: Safety Net Ready (after 4.50)
+Before starting refactoring:
+- [ ] Baseline metrics captured
+- [ ] Current behavior documented
+- [ ] Integration tests pass (>= 75% coverage)
+- [ ] Feature parity checklist created
+
+### Gate 2: Refactoring Safe (after each 4.70 cycle)
+After each refactoring step:
+- [ ] All existing tests still pass
+- [ ] No functionality lost (feature parity check)
+- [ ] Performance not degraded (compare to baseline)
+
+### Gate 3: Refactoring Complete (after 4.95)
+Before declaring refactoring done:
+- [ ] All tests pass
+- [ ] Performance improved or maintained
+- [ ] Security review passed
+- [ ] Technical debt reduced
+- [ ] Documentation updated
+
+---
+
+## Automated Gate Checks
+
+### CI Pipeline Gates
+```yaml
+gates:
+  build:
+    - compilation_success: true
+  
+  quality:
+    - lint_errors: 0
+    - code_coverage: ">= 75%"
+    - code_smells: "< 10 new"
+  
+  security:
+    - critical_vulnerabilities: 0
+    - high_vulnerabilities: 0
+  
+  tests:
+    - unit_tests_pass: true
+    - integration_tests_pass: true
+```
+
+### Manual Gate Checks
+Some gates require human verification:
+- Architecture review
+- Security review
+- UX review (for UI changes)
+- Stakeholder sign-off
+
+---
+
+## Gate Failure Handling
+
+When a gate fails:
+1. **Stop** - Do not proceed to next phase
+2. **Identify** - Determine which checks failed
+3. **Fix** - Address the failures
+4. **Re-verify** - Run gate checks again
+5. **Document** - If exception needed, get approval and document reason
+
+---
+
+## Exception Process
+
+If a gate must be bypassed:
+1. Document the reason
+2. Get tech lead approval
+3. Create follow-up task to address
+4. Set deadline for resolution
+5. Add to risk register
+
diff --git a/_docs/00_templates/rollback_strategy.md b/_docs/00_templates/rollback_strategy.md
new file mode 100644
index 0000000..0b2889a
--- /dev/null
+++ b/_docs/00_templates/rollback_strategy.md
@@ -0,0 +1,173 @@
+# Rollback Strategy Template
+
+## Overview
+
+| Field | Value |
+|-------|-------|
+| Service/Component | [Name] |
+| Last Updated | [YYYY-MM-DD] |
+| Owner | [Team/Person] |
+| Max Rollback Time | [Target: X minutes] |
+
+---
+
+## Rollback Triggers
+
+### Automatic Rollback Triggers
+- [ ] Health check failures > 3 consecutive
+- [ ] Error rate > 10% for 5 minutes
+- [ ] P99 latency > 2x baseline for 5 minutes
+- [ ] Critical alert triggered
+
+### Manual Rollback Triggers
+- [ ] User-reported critical bug
+- [ ] Data corruption detected
+- [ ] Security vulnerability discovered
+- [ ] Stakeholder decision
+
+---
+
+## Pre-Rollback Checklist
+
+- [ ] Incident acknowledged and documented
+- [ ] Stakeholders notified of rollback decision
+- [ ] Current state captured (logs, metrics snapshot)
+- [ ] Rollback target version identified
+- [ ] Database state assessed (migrations reversible?)
+
+---
+
+## Rollback Procedures
+
+### Application Rollback
+
+#### Option 1: Revert Deployment (Preferred)
+```bash
+# Using CI/CD
+# Trigger previous successful deployment
+
+# Manual (if needed)
+git revert <commit-hash>
+git push origin main
+```
+
+#### Option 2: Blue-Green Switch
+```bash
+# Switch traffic to previous version
+# [Platform-specific commands]
+```
+
+#### Option 3: Feature Flag Disable
+```bash
+# Disable feature flag
+# [Feature flag system commands]
+```
+
+### Database Rollback
+
+#### If Migration is Reversible
+```bash
+# Run down migration
+# [Migration tool command]
+```
+
+#### If Migration is NOT Reversible
+1. [ ] Restore from backup
+2. [ ] Point-in-time recovery to pre-deployment
+3. [ ] **WARNING**: May cause data loss - requires approval
+
+### Configuration Rollback
+```bash
+# Restore previous configuration
+# [Config management commands]
+```
+
+---
+
+## Post-Rollback Verification
+
+### Immediate (0-5 minutes)
+- [ ] Service responding to health checks
+- [ ] No error spikes in logs
+- [ ] Basic functionality verified
+
+### Short-term (5-30 minutes)
+- [ ] All critical paths functional
+- [ ] Error rate returned to baseline
+- [ ] Performance metrics normal
+
+### Extended (30-60 minutes)
+- [ ] No delayed issues appearing
+- [ ] User reports resolved
+- [ ] All alerts cleared
+
+---
+
+## Communication Plan
+
+### During Rollback
+| Audience | Message | Channel |
+|----------|---------|---------|
+| Engineering | "Initiating rollback due to [reason]" | Slack |
+| Stakeholders | "Service issue detected, rollback in progress" | Email |
+| Users | "We're aware of issues and working on a fix" | Status page |
+
+### After Rollback
+| Audience | Message | Channel |
+|----------|---------|---------|
+| Engineering | "Rollback complete, monitoring" | Slack |
+| Stakeholders | "Service restored, post-mortem scheduled" | Email |
+| Users | "Issue resolved, service fully operational" | Status page |
+
+---
+
+## Known Limitations
+
+### Cannot Rollback If:
+- [ ] Database migration deleted columns with data
+- [ ] External API contracts changed
+- [ ] Third-party integrations updated
+
+### Partial Rollback Scenarios
+- [ ] When only specific components affected
+- [ ] When data migration is complex
+
+---
+
+## Recovery After Rollback
+
+### Investigation
+1. [ ] Collect all relevant logs
+2. [ ] Identify root cause
+3. [ ] Document findings
+
+### Re-deployment Planning
+1. [ ] Fix identified in development
+2. [ ] Additional tests added
+3. [ ] Staged rollout planned
+4. [ ] Monitoring enhanced
+
+---
+
+## Rollback Testing
+
+### Test Schedule
+- [ ] Monthly rollback drill
+- [ ] After major infrastructure changes
+- [ ] Before critical releases
+
+### Test Scenarios
+1. Application rollback
+2. Database rollback (in staging)
+3. Configuration rollback
+
+---
+
+## Contacts
+
+| Role | Name | Contact |
+|------|------|---------|
+| On-call | | |
+| Database Admin | | |
+| Platform Team | | |
+
diff --git a/_docs/tutorial_iterative.md b/_docs/tutorial_iterative.md
index 7a9c822..26089fa 100644
--- a/_docs/tutorial_iterative.md
+++ b/_docs/tutorial_iterative.md
@@ -22,6 +22,12 @@ Add context7 MCP to the list in IDE:
  }
 ```
 
+### Reference Documents
+ - Definition of Done: `@_docs/00_templates/definition_of_done.md`
+ - Quality Gates: `@_docs/00_templates/quality_gates.md`
+ - PR Template: `@_docs/00_templates/pr_template.md`
+ - Feature Dependencies: `@_docs/00_templates/feature_dependency_matrix.md`
+
 
 ## 10 **🧑‍💻 Developers**: Form a building block
 
@@ -46,6 +52,13 @@ Add context7 MCP to the list in IDE:
    ### Execute `/gen_feature_spec`
 
 
+## 25. **🧑‍💻 Developer**: Check Feature Dependencies
+   ### Verify
+   - Check `@_docs/00_templates/feature_dependency_matrix.md`
+   - Ensure all dependent features are completed or mocked
+   - Update dependency matrix with new feature
+
+
 ## 30. **🤖AI agent**: Generate Jira ticket and branch
    ### Execute `/gen_jira_task_and_branch`
    
@@ -61,11 +74,32 @@ Add context7 MCP to the list in IDE:
    generate plan for `@_docs/iterative/feature_specs/01-dashboard-export-example.md`
 
 
+## 45. **🧑‍💻 Developer**: Define Test Strategy
+   ### Determine test types needed:
+   - [ ] Unit tests (always required)
+   - [ ] Integration tests (if touching external systems/DB)
+   - [ ] E2E tests (if user workflow changes)
+   
+   ### Document in plan:
+   - Which tests to write
+   - Test data requirements
+   - Mocking strategy
+
+
 ## 50. **🧑‍💻 Developer**: Save the plan
    Save the generated plan to `@_docs/iterative/plans`.
    (First, save with built-in mechanism to .cursor folder, then move to this folder `@_docs/iterative/plans`)
 
 
+## 55. **🧑‍💻 Developer**: Review Plan Before Build
+   ### Checklist
+   - [ ] Plan covers all acceptance criteria
+   - [ ] Test strategy defined
+   - [ ] Dependencies identified and available
+   - [ ] No architectural concerns
+   - [ ] Estimate seems reasonable
+
+
 ## 60. Build from the plan
 
 
@@ -78,4 +112,38 @@ Add context7 MCP to the list in IDE:
    - Code quality standards met
 
 
-## 70. Check build and tests are successful.
+## 70. Check build and tests are successful
+
+   **User action required**: Run your project's test, lint, and coverage commands.
+   
+   - [ ] All tests pass
+   - [ ] No linting errors
+   - [ ] Code coverage >= 75%
+
+
+## 72. **🧑‍💻 Developer**: Run Full Verification
+   ### Local Verification
+   - [ ] All unit tests pass
+   - [ ] All integration tests pass
+   - [ ] Code coverage >= 75%
+   - [ ] No linting errors
+   - [ ] Manual testing completed (if UI changes)
+
+   ### Quality Gate Check
+   Review `@_docs/00_templates/quality_gates.md` - Iterative Gate 3
+
+
+## 75. **🤖AI agent**: Create PR and Merge
+   ### Execute `/gen_merge_and_deploy`
+   
+   This will:
+   - Verify branch status
+   - Run pre-merge checks
+   - Update CHANGELOG
+   - Create PR using template
+   - Guide through merge process
+
+
+## 78. **🧑‍💻 Developer**: Finalize
+   - Move Jira ticket to Done
+   - Verify CI pipeline passed on dev
diff --git a/_docs/tutorial_kickstart.md b/_docs/tutorial_kickstart.md
index 5882622..b5e0733 100644
--- a/_docs/tutorial_kickstart.md
+++ b/_docs/tutorial_kickstart.md
@@ -117,6 +117,19 @@
   When the next solution wouldn't differ much from the previous one, or become actually worse, store the last draft as `_docs/01_solution/solution.md`
 
 
+## 1.35 **🤖📋AI plan**: Tech Stack Selection
+
+  ### Execute `/1.research/1.35_tech_stack_selection`
+
+  ### Revise
+   - Review technology choices against requirements
+   - Consider team expertise and learning curve
+   - Document trade-offs and alternatives considered
+
+  ### Store
+   - Save output to `_docs/01_solution/tech_stack.md`
+
+
 ## 1.40 **🤖✨AI Research**: Security Research
 
   ### Execute `/1.research/1.40_security_research`
@@ -125,6 +138,9 @@
    - Review security approach against solution architecture
    - Update `security_approach.md` with specific requirements per component
 
+  ### Quality Gate: Research Complete
+  Review `@_docs/00_templates/quality_gates.md` - Gate 1
+
   ### Commit
    ```bash
    git add _docs/
@@ -188,6 +204,33 @@
       - Make sure epics are coherent and make sense
 
 
+## 2.22 **🤖📋AI plan**: Data Model Design
+
+   ### Execute `/2.planning/2.22_plan_data_model`
+
+   ### Revise 
+      - Review entity relationships
+      - Verify data access patterns
+      - Check migration strategy
+  
+   ### Store
+      - Save output to `_docs/02_components/data_model.md`
+
+
+## 2.25 **🤖📋AI plan**: API Contracts Design
+
+   ### Execute `/2.planning/2.25_plan_api_contracts`
+
+   ### Revise 
+      - Review interface definitions
+      - Verify error handling standards
+      - Check versioning strategy
+  
+   ### Store
+      - Save output to `_docs/02_components/api_contracts.md`
+      - Save OpenAPI spec to `_docs/02_components/openapi.yaml` (if applicable)
+
+
 ## 2.30 **🤖📋AI plan**: Generate tests
   
    ### Execute `/2.planning/2.30_plan_tests`
@@ -197,6 +240,19 @@
       - Make sure stored tests are coherent and make sense
 
 
+## 2.35 **🤖📋AI plan**: Risk Assessment
+
+   ### Execute `/2.planning/2.37_plan_risk_assessment`
+
+   ### Revise 
+      - Review identified risks
+      - Verify mitigation strategies
+      - Set up risk monitoring
+  
+   ### Store
+      - Save output to `_docs/02_components/risk_assessment.md`
+
+
 ## 2.40 **🤖📋AI plan**: Component Decomposition To Features
    ### Execute
    For each component in `_docs/02_components` run 
@@ -206,6 +262,9 @@
       - Revise the features, answer questions, put detailed descriptions
       - Make sure features are coherent and make sense
 
+   ### Quality Gate: Planning Complete
+   Review `@_docs/00_templates/quality_gates.md` - Gate 2
+
    ### Commit
    ```bash
    git add _docs/
@@ -237,6 +296,12 @@
    ```
   
    ### Execute: `/3.implementation/3.05_implement_initial_structure`
+   
+   This will create:
+   - Project structure with CI/CD pipeline
+   - Environment configurations (see `@_docs/00_templates/environment_strategy.md`)
+   - Database migrations setup
+   - Test infrastructure
   
    ### Review Plan
       - Analyze the proposals, answer questions
@@ -283,15 +348,29 @@
       - Ensure code quality standards are met
 
    
-## 3.30 **🤖📋AI plan**: CI/CD Setup
+## 3.30 **🤖📋AI plan**: CI/CD Validation
 
  ### Execute `/3.implementation/3.30_implement_cicd`
  
  ### Revise 
    - Review pipeline configuration
+   - Verify all quality gates are enforced
    - Ensure all stages are properly configured
 
 
+## 3.35 **🤖📋AI plan**: Deployment Strategy
+
+ ### Execute `/3.implementation/3.35_plan_deployment`
+ 
+ ### Revise 
+   - Review deployment procedures per environment
+   - Verify rollback procedures documented
+   - Ensure health checks configured
+
+ ### Store
+   - Save output to `_docs/02_components/deployment_strategy.md`
+
+
 ## 3.40 **🤖📋AI plan**: Integration tests and solution checks
 
  ### Execute `/3.implementation/3.40_implement_tests`
@@ -300,6 +379,34 @@
    - Revise the plan, answer questions, put detailed descriptions
    - Make sure tests are coherent and make sense
 
+
+## 3.42 **🤖📋AI plan**: Observability Setup
+
+ ### Execute `/3.implementation/3.42_plan_observability`
+ 
+ ### Revise 
+   - Review logging strategy
+   - Verify metrics and alerting
+   - Check dashboard configuration
+
+ ### Store
+   - Save output to `_docs/02_components/observability_plan.md`
+
+
+## 3.45 **🧑‍💻 Developer**: Final Quality Gate
+
+ ### Quality Gate: Implementation Complete
+ Review `@_docs/00_templates/quality_gates.md` - Gate 3
+
+ ### Checklist
+ - [ ] All components implemented
+ - [ ] Code coverage >= 75%
+ - [ ] All tests pass
+ - [ ] Code review approved
+ - [ ] CI/CD pipeline green
+ - [ ] Deployment tested on staging
+ - [ ] Observability configured
+
  ### Merge after tests pass
  ```bash
  git checkout stage
@@ -309,3 +416,15 @@
  git push origin main
  ```
 
+
+## 3.50 **🧑‍💻 Developer**: Post-Implementation
+
+ ### Documentation
+ - [ ] Update README with final setup instructions
+ - [ ] Create/update runbooks using `@_docs/00_templates/incident_playbook.md`
+ - [ ] Document rollback procedures using `@_docs/00_templates/rollback_strategy.md`
+
+ ### Handoff
+ - [ ] Stakeholders notified of completion
+ - [ ] Operations team briefed on monitoring
+ - [ ] Support documentation complete
diff --git a/_docs/tutorial_refactor.md b/_docs/tutorial_refactor.md
index 5d657bf..fd13505 100644
--- a/_docs/tutorial_refactor.md
+++ b/_docs/tutorial_refactor.md
@@ -2,6 +2,12 @@
 
 This tutorial guides through analyzing, documenting, and refactoring an existing codebase.
 
+## Reference Documents
+ - Definition of Done: `@_docs/00_templates/definition_of_done.md`
+ - Quality Gates: `@_docs/00_templates/quality_gates.md`
+ - Feature Parity Checklist: `@_docs/00_templates/feature_parity_checklist.md`
+ - Baseline Metrics: `@_docs/04_refactoring/baseline_metrics.md` (created in 4.07)
+
 
 ## 4.05 **🧑‍💻 Developers**: User Input
 
@@ -12,6 +18,24 @@ This tutorial guides through analyzing, documenting, and refactoring an existing
   - `security_approach.md`: Security requirements (if applicable)
 
 
+## 4.07 **🤖📋AI plan**: Capture Baseline Metrics
+
+  ### Execute `/4.refactoring/4.07_capture_baseline`
+
+  ### Revise
+   - Verify all metrics are captured accurately
+   - Document measurement methodology
+   - Save raw data for later comparison
+
+  ### Store
+   - Create folder `_docs/04_refactoring/`
+   - Save output to `_docs/04_refactoring/baseline_metrics.md`
+
+  ### Create Feature Parity Checklist
+   - Copy `@_docs/00_templates/feature_parity_checklist.md` to `_docs/04_refactoring/`
+   - Fill in current feature inventory
+
+
 ## 4.10 **🤖📋AI plan**: Build Documentation from Code
 
   ### Execute `/4.refactoring/4.10_documentation`
@@ -53,6 +77,15 @@ This tutorial guides through analyzing, documenting, and refactoring an existing
 
   ### Execute `/4.refactoring/4.40_tests_description`
 
+  ### Prerequisites Check
+   - Baseline metrics captured (4.07)
+   - Feature parity checklist created
+
+  ### Coverage Requirements
+   - Minimum overall coverage: 75%
+   - Critical path coverage: 90%
+   - All public APIs must have integration tests
+
   ### Revise
    - Ensure tests cover critical functionality
    - Add edge cases
@@ -65,6 +98,10 @@ This tutorial guides through analyzing, documenting, and refactoring an existing
   ### Verify
    - All tests pass on current codebase
    - Tests serve as safety net for refactoring
+   - Coverage meets requirements (75% minimum)
+
+  ### Quality Gate: Safety Net Ready
+  Review `@_docs/00_templates/quality_gates.md` - Refactoring Gate 1
 
 
 ## 4.60 **🤖📋AI plan**: Analyze Coupling
@@ -80,9 +117,13 @@ This tutorial guides through analyzing, documenting, and refactoring an existing
 
   ### Execute `/4.refactoring/4.70_execute_decoupling`
 
-  ### Verify
+  ### Verify After Each Change
    - Run integration tests after each change
    - All tests must pass before proceeding
+   - Update feature parity checklist
+
+  ### Quality Gate: Refactoring Safe
+  Review `@_docs/00_templates/quality_gates.md` - Refactoring Gate 2
 
 
 ## 4.80 **🤖📋AI plan**: Technical Debt
@@ -99,7 +140,8 @@ This tutorial guides through analyzing, documenting, and refactoring an existing
   ### Execute `/4.refactoring/4.90_performance`
 
   ### Verify
-   - Benchmark before/after
+   - Compare against baseline metrics from 4.07
+   - Performance should be improved or maintained
    - Run tests to ensure no regressions
 
 
@@ -111,3 +153,30 @@ This tutorial guides through analyzing, documenting, and refactoring an existing
    - Address identified vulnerabilities
    - Run security tests if applicable
 
+
+## 4.97 **🧑‍💻 Developer**: Final Verification
+
+  ### Quality Gate: Refactoring Complete
+  Review `@_docs/00_templates/quality_gates.md` - Refactoring Gate 3
+
+  ### Compare Against Baseline
+   - [ ] Code coverage >= baseline
+   - [ ] Performance metrics improved or maintained
+   - [ ] All features preserved (feature parity checklist complete)
+   - [ ] Technical debt reduced
+
+  ### Feature Parity Verification
+   - [ ] All items in feature parity checklist verified
+   - [ ] No functionality lost
+   - [ ] All tests pass
+
+  ### Documentation
+   - [ ] Update solution.md with changes
+   - [ ] Document any intentional behavior changes
+   - [ ] Update README if needed
+
+  ### Commit
+   ```bash
+   git add .
+   git commit -m "Refactoring: complete"
+   ```