Roadmap, phase specs, pathology catalog, and CLAUDE.md establishing Ledgerline as an observability learning project built on a deliberately imperfect seven-service payments backend.
90 lines
4.9 KiB
Markdown
90 lines
4.9 KiB
Markdown
# Phase 1 — The model, and one signal end to end
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*Part of `docs/roadmap/` — see [`intro.md`](intro.md) for platform/background context and [`summary.md`](summary.md) for how every phase fits together. Prev: [`phase-0.md`](phase-0.md) · Next: [`phase-2.md`](phase-2.md)*
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**Status:** Not started
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**Message:** Blocked on nothing — Phase 0 is done and the platform is
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described above. Waiting to begin.
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**Time-box:** one evening.
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**Why:** you need the vocabulary, but more importantly you need to see one trace
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appear in Grafana within an hour, so the rest of the roadmap feels concrete rather
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than abstract.
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### Concepts
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- **Monitoring vs observability.** Monitoring answers questions you knew to ask
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(known unknowns): dashboards and alerts built from predefined aggregates.
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Observability is a property of the system: can you ask a *new* question about
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production, that you never anticipated, without shipping new code? Charity Majors'
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framing — monitoring is known-unknowns, observability is unknown-unknowns. The
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practical implication for you: emit **wide, high-dimensional events** (rich span
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attributes), not just pre-aggregated counters.
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- **The OTel architecture split: API vs SDK vs Collector.**
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- The **API** is what your code and third-party instrumentation libraries call.
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If no SDK is configured, API calls are no-ops — that's deliberate, it means a
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library can be instrumented without forcing a dependency on any implementation.
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- The **SDK** is the engine: sampling, batching, context propagation, export.
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Application owners configure the SDK; library authors only touch the API.
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- The **Collector** is a standalone process that receives, processes and exports
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telemetry. Optional, but you should use one.
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- **OTLP** is the wire protocol — gRPC on 4317, HTTP/protobuf on 4318.
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- **Resource** vs **attributes**: a Resource describes the *producer* (`service.name`,
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`service.version`, `deployment.environment`) and is attached to every signal from
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that process. Attributes describe the individual span/metric/log.
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- **Semantic conventions**: standardised attribute names (`http.request.method`,
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`db.system`, `server.address`). Use them for anything standard; namespace your own
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(`ledgerline.account.id`). This is what makes cross-service, cross-language
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correlation work — and it's what Grafana's prebuilt dashboards key off.
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- **Signals**: traces, metrics, logs. (Profiling is a fourth signal, in alpha —
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aware of, not learning yet.)
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- **Why a Collector rather than exporting straight to Tempo/Loki/Prometheus:** your
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app learns one endpoint. Swapping backends becomes a YAML edit, not a redeploy of
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seven services. The Collector also does the things you don't want in your app:
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retry, PII redaction, tail sampling, memory limiting, fan-out to multiple
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destinations.
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### Resources
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- freeCodeCamp *OpenTelemetry Course* (~1 h, free) — watch at 1.5×, take notes on the
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M.E.L.T. and context-propagation sections; skip the Node code.
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- OpenTelemetry docs → Concepts → *Components* and *Signals*. ~30 min.
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- Optional: run the OpenTelemetry Demo (`docker compose up` in the astronomy-shop
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repo) once and click around Grafana/Jaeger for 20 minutes. Don't try to understand
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it — just see what "done" looks like.
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### Build
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1. **Deploy the platform.** Provision a VM, point `inventory/hosts.yml` at it,
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`ansible-galaxy collection install -r requirements.yml`, change
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`grafana_admin_password` (vault it), then
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`ansible-playbook playbooks/grafana-stack.yml`. Verify every endpoint from the
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README's table answers: Grafana 3000, Prometheus 9090, Alertmanager 9093,
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Loki 3100, Tempo 3200, Alloy UI 12345, OTLP 4317/4318.
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Then open the Alloy UI and **read the component graph** — it shows you the exact
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pipeline, including the fact that the OTLP receiver has only a traces output.
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Seeing that in the UI before you get bitten by it is worth ten minutes.
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*(Optional laptop fallback while the VM is being set up: `grafana/otel-lgtm`,
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a single container with everything pre-wired. Useful for a first trace, but
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don't build on it — its pipeline differs from your real platform in exactly the
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ways that matter.)*
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2. Pick the **`sanctions`** service (the smallest) and add nothing but zero-code
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auto-instrumentation:
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```
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pip install opentelemetry-distro opentelemetry-exporter-otlp
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opentelemetry-bootstrap -a install
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```
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and change its command to
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`opentelemetry-instrument uvicorn services.sanctions.app:app --host 0.0.0.0 --port 8003`
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with `OTEL_SERVICE_NAME=sanctions`,
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`OTEL_EXPORTER_OTLP_ENDPOINT=http://<obs-host>:4318`,
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`OTEL_EXPORTER_OTLP_PROTOCOL=http/protobuf` — pointing at **Alloy**, not at
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Tempo directly.
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3. Fire a request. Open Grafana → Explore → Tempo → find the trace.
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**Done when:** you can see a single-service trace in Tempo, and you can explain out
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loud what the Resource attributes on it mean and where they came from.
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