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LedgerLine/docs/roadmap/summary.md
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Movses Aslanyan eb99cdbb8c Add project documentation and Claude instructions
Roadmap, phase specs, pathology catalog, and CLAUDE.md establishing
Ledgerline as an observability learning project built on a deliberately
imperfect seven-service payments backend.
2026-09-05 08:11:00 +03:30

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Roadmap summary — all phases at a glance

Part of docs/roadmap/ — the one-page overview. Read intro.md first for platform/background context; read the individual phase-N.md file for the phase you're actually working on. This file exists so an agent (or you) can check overall status and sequencing without loading every phase's full detail.

Eleven phases (0 through 10 — Phase 0 has two halves, 0a and 0b). Each phase file follows the same shape: Status, Message (what's done, notes, warnings), Time-box, Concepts, Resources, Build, Done when.

Status and focus

Phase File Status Focus Time-box Main output
0a phase-0.md Done Integration test suite (agent, tests only) 1 evening Red suite + RED-BASELINE.md
0b phase-0.md Done Base project implemented to green (second agent) 1–2 evenings Ledgerline running, list of frustrations
1 phase-1.md Not started Concepts + first trace 1 evening One trace in Tempo
2 phase-2.md Not started Distributed tracing 2–3 evenings Connected trace across 7 services incl. the async hop
3 phase-3.md Not started Structured logs 1–2 evenings Two-way trace↔log correlation
4 phase-4.md Not started Metrics 2 evenings RED per service, service map, exemplars
5 phase-5.md Not started Dashboards as code 2 evenings make obs-reset
6 phase-6.md Not started k6 + percentiles 1–2 evenings Baseline vs degraded load profiles
7 phase-7.md Not started SLO / error budget / RTO / RPO 1–2 evenings docs/SLO.md + burn-rate alerts
8 phase-8.md Not started Bottleneck hunting 2 evenings docs/INVESTIGATION.md
9 phase-9.md Not started Filebeat / Logstash / OTel judgment 1–2 evenings docs/PIPELINE-CHOICES.md
10 phase-10.md Not started Delivery 1 evening README + rehearsed demo

What each phase is, in one line

  • 0 — Build the base project, test-first. Write the black-box test suite, then implement the seven-service system against it as a frozen contract. Done — see phase-0.md for the full implementation report.
  • 1 — The model, and one signal end to end. Learn the OTel API/SDK/Collector split and the M.E.L.T. vocabulary; deploy the real Grafana-stack platform via Ansible and get one auto-instrumented trace into Tempo.
  • 2 — Distributed tracing. The heart of the task: auto- and manual-instrument all seven services, and hand-propagate trace context across the Redis Stream hop, which carries none by default.
  • 3 — Structured logs, correlated to traces. Replace prose logging with structured events carrying a lowercase trace_id, so Loki and Tempo link in both directions.
  • 4 — Metrics. Instrument RED metrics per service, understand cardinality limits, and route app metrics to Prometheus given Alloy drops OTLP metrics silently. Tempo's metrics-generator already produces span metrics and the service graph — don't duplicate it in the collector.
  • 5 — Dashboards and alerts as code. Generate dashboard JSON with the Grafana Foundation SDK and ship it through the Ansible role, so "destroy and recreate in seconds" is a real, repeatable command.
  • 6 — Load testing with k6, and percentiles. Learn why percentiles can't be averaged, what coordinated omission is, and drive Ledgerline with arrival-rate executors to get a clean before/after load profile.
  • 7 — SLI, SLO, SLA, error budgets, RTO, RPO. Define Ledgerline's SLIs and SLOs from the Phase 6 baseline (not from thin air), write an error-budget policy, and wire multi-burn-rate alerts.
  • 8 — Bottleneck hunting (the capstone). Given a random, undisclosed set of chaos flags, find the pathologies from telemetry alone using a top-down, hypothesis-driven method, and write it up as an incident doc.
  • 9 — Tool-selection judgment. Reason through Filebeat vs Logstash vs OpenTelemetry on six concrete axes, using the platform's real second stack (Filebeat → Logstash → Elasticsearch → Kibana) as the counterpoint.
  • 10 — Package the delivery. README, a rehearsed five-minute demo, the written deliverables (SLO.md, PIPELINE-CHOICES.md, INVESTIGATION.md, CONCEPTS.md), and an honest "what I'd do differently in production" section.

If you have to cut scope

Cut Phase 9's build (keep the writing) and Phase 6's soak test first. Do not cut Phase 8 — it's the only phase that proves you learned anything.