Plaform Engineer role for a robust infrastructure (#135)

* Add Platform Engineer role to support a robust and validated infrastructure * Platform Engineer and Architect boundaries, confidence levels, domain expertise * remove duplicate task, leftover artifact * Consistency, workflow, feedback loops between architect and PE * PE customization generalized, updated Architect, consistency check
2025-06-05 04:35:02 +02:00
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+# Infrastructure Change Validation Checklist
+
+This checklist serves as a comprehensive framework for validating infrastructure changes before deployment to production. The DevOps/Platform Engineer should systematically work through each item, ensuring the infrastructure is secure, compliant, resilient, and properly implemented according to organizational standards.
+
+## 1. SECURITY & COMPLIANCE
+
+### 1.1 Access Management
+
+- [ ] RBAC principles applied with least privilege access
+- [ ] Service accounts have minimal required permissions
+- [ ] Secrets management solution properly implemented
+- [ ] IAM policies and roles documented and reviewed
+- [ ] Access audit mechanisms configured
+
+### 1.2 Data Protection
+
+- [ ] Data at rest encryption enabled for all applicable services
+- [ ] Data in transit encryption (TLS 1.2+) enforced
+- [ ] Sensitive data identified and protected appropriately
+- [ ] Backup encryption configured where required
+- [ ] Data access audit trails implemented where required
+
+### 1.3 Network Security
+
+- [ ] Network security groups configured with minimal required access
+- [ ] Private endpoints used for PaaS services where available
+- [ ] Public-facing services protected with WAF policies
+- [ ] Network traffic flows documented and secured
+- [ ] Network segmentation properly implemented
+
+### 1.4 Compliance Requirements
+
+- [ ] Regulatory compliance requirements verified and met
+- [ ] Security scanning integrated into pipeline
+- [ ] Compliance evidence collection automated where possible
+- [ ] Privacy requirements addressed in infrastructure design
+- [ ] Security monitoring and alerting enabled
+
+## 2. INFRASTRUCTURE AS CODE
+
+### 2.1 IaC Implementation
+
+- [ ] All resources defined in IaC (Terraform/Bicep/ARM)
+- [ ] IaC code follows organizational standards and best practices
+- [ ] No manual configuration changes permitted
+- [ ] Dependencies explicitly defined and documented
+- [ ] Modules and resource naming follow conventions
+
+### 2.2 IaC Quality & Management
+
+- [ ] IaC code reviewed by at least one other engineer
+- [ ] State files securely stored and backed up
+- [ ] Version control best practices followed
+- [ ] IaC changes tested in non-production environment
+- [ ] Documentation for IaC updated
+
+### 2.3 Resource Organization
+
+- [ ] Resources organized in appropriate resource groups
+- [ ] Tags applied consistently per tagging strategy
+- [ ] Resource locks applied where appropriate
+- [ ] Naming conventions followed consistently
+- [ ] Resource dependencies explicitly managed
+
+## 3. RESILIENCE & AVAILABILITY
+
+### 3.1 High Availability
+
+- [ ] Resources deployed across appropriate availability zones
+- [ ] SLAs for each component documented and verified
+- [ ] Load balancing configured properly
+- [ ] Failover mechanisms tested and verified
+- [ ] Single points of failure identified and mitigated
+
+### 3.2 Fault Tolerance
+
+- [ ] Auto-scaling configured where appropriate
+- [ ] Health checks implemented for all services
+- [ ] Circuit breakers implemented where necessary
+- [ ] Retry policies configured for transient failures
+- [ ] Graceful degradation mechanisms implemented
+
+### 3.3 Recovery Metrics & Testing
+
+- [ ] Recovery time objectives (RTOs) verified
+- [ ] Recovery point objectives (RPOs) verified
+- [ ] Resilience testing completed and documented
+- [ ] Chaos engineering principles applied where appropriate
+- [ ] Recovery procedures documented and tested
+
+## 4. BACKUP & DISASTER RECOVERY
+
+### 4.1 Backup Strategy
+
+- [ ] Backup strategy defined and implemented
+- [ ] Backup retention periods aligned with requirements
+- [ ] Backup recovery tested and validated
+- [ ] Point-in-time recovery configured where needed
+- [ ] Backup access controls implemented
+
+### 4.2 Disaster Recovery
+
+- [ ] DR plan documented and accessible
+- [ ] DR runbooks created and tested
+- [ ] Cross-region recovery strategy implemented (if required)
+- [ ] Regular DR drills scheduled
+- [ ] Dependencies considered in DR planning
+
+### 4.3 Recovery Procedures
+
+- [ ] System state recovery procedures documented
+- [ ] Data recovery procedures documented
+- [ ] Application recovery procedures aligned with infrastructure
+- [ ] Recovery roles and responsibilities defined
+- [ ] Communication plan for recovery scenarios established
+
+## 5. MONITORING & OBSERVABILITY
+
+### 5.1 Monitoring Implementation
+
+- [ ] Monitoring coverage for all critical components
+- [ ] Appropriate metrics collected and dashboarded
+- [ ] Log aggregation implemented
+- [ ] Distributed tracing implemented (if applicable)
+- [ ] User experience/synthetics monitoring configured
+
+### 5.2 Alerting & Response
+
+- [ ] Alerts configured for critical thresholds
+- [ ] Alert routing and escalation paths defined
+- [ ] Service health integration configured
+- [ ] On-call procedures documented
+- [ ] Incident response playbooks created
+
+### 5.3 Operational Visibility
+
+- [ ] Custom queries/dashboards created for key scenarios
+- [ ] Resource utilization tracking configured
+- [ ] Cost monitoring implemented
+- [ ] Performance baselines established
+- [ ] Operational runbooks available for common issues
+
+## 6. PERFORMANCE & OPTIMIZATION
+
+### 6.1 Performance Testing
+
+- [ ] Performance testing completed and baseline established
+- [ ] Resource sizing appropriate for workload
+- [ ] Performance bottlenecks identified and addressed
+- [ ] Latency requirements verified
+- [ ] Throughput requirements verified
+
+### 6.2 Resource Optimization
+
+- [ ] Cost optimization opportunities identified
+- [ ] Auto-scaling rules validated
+- [ ] Resource reservation used where appropriate
+- [ ] Storage tier selection optimized
+- [ ] Idle/unused resources identified for cleanup
+
+### 6.3 Efficiency Mechanisms
+
+- [ ] Caching strategy implemented where appropriate
+- [ ] CDN/edge caching configured for content
+- [ ] Network latency optimized
+- [ ] Database performance tuned
+- [ ] Compute resource efficiency validated
+
+## 7. OPERATIONS & GOVERNANCE
+
+### 7.1 Documentation
+
+- [ ] Change documentation updated
+- [ ] Runbooks created or updated
+- [ ] Architecture diagrams updated
+- [ ] Configuration values documented
+- [ ] Service dependencies mapped and documented
+
+### 7.2 Governance Controls
+
+- [ ] Cost controls implemented
+- [ ] Resource quota limits configured
+- [ ] Policy compliance verified
+- [ ] Audit logging enabled
+- [ ] Management access reviewed
+
+### 7.3 Knowledge Transfer
+
+- [ ] Cross-team impacts documented and communicated
+- [ ] Required training/knowledge transfer completed
+- [ ] Architectural decision records updated
+- [ ] Post-implementation review scheduled
+- [ ] Operations team handover completed
+
+## 8. CI/CD & DEPLOYMENT
+
+### 8.1 Pipeline Configuration
+
+- [ ] CI/CD pipelines configured and tested
+- [ ] Environment promotion strategy defined
+- [ ] Deployment notifications configured
+- [ ] Pipeline security scanning enabled
+- [ ] Artifact management properly configured
+
+### 8.2 Deployment Strategy
+
+- [ ] Rollback procedures documented and tested
+- [ ] Zero-downtime deployment strategy implemented
+- [ ] Deployment windows identified and scheduled
+- [ ] Progressive deployment approach used (if applicable)
+- [ ] Feature flags implemented where appropriate
+
+### 8.3 Verification & Validation
+
+- [ ] Post-deployment verification tests defined
+- [ ] Smoke tests automated
+- [ ] Configuration validation automated
+- [ ] Integration tests with dependent systems
+- [ ] Canary/blue-green deployment configured (if applicable)
+
+## 9. NETWORKING & CONNECTIVITY
+
+### 9.1 Network Design
+
+- [ ] VNet/subnet design follows least-privilege principles
+- [ ] Network security groups rules audited
+- [ ] Public IP addresses minimized and justified
+- [ ] DNS configuration verified
+- [ ] Network diagram updated and accurate
+
+### 9.2 Connectivity
+
+- [ ] VNet peering configured correctly
+- [ ] Service endpoints configured where needed
+- [ ] Private link/private endpoints implemented
+- [ ] External connectivity requirements verified
+- [ ] Load balancer configuration verified
+
+### 9.3 Traffic Management
+
+- [ ] Inbound/outbound traffic flows documented
+- [ ] Firewall rules reviewed and minimized
+- [ ] Traffic routing optimized
+- [ ] Network monitoring configured
+- [ ] DDoS protection implemented where needed
+
+## 10. COMPLIANCE & DOCUMENTATION
+
+### 10.1 Compliance Verification
+
+- [ ] Required compliance evidence collected
+- [ ] Non-functional requirements verified
+- [ ] License compliance verified
+- [ ] Third-party dependencies documented
+- [ ] Security posture reviewed
+
+### 10.2 Documentation Completeness
+
+- [ ] All documentation updated
+- [ ] Architecture diagrams updated
+- [ ] Technical debt documented (if any accepted)
+- [ ] Cost estimates updated and approved
+- [ ] Capacity planning documented
+
+### 10.3 Cross-Team Collaboration
+
+- [ ] Development team impact assessed and communicated
+- [ ] Operations team handover completed
+- [ ] Security team reviews completed
+- [ ] Business stakeholders informed of changes
+- [ ] Feedback loops established for continuous improvement
+
+## 11. BMAD WORKFLOW INTEGRATION
+
+### 11.1 Development Agent Alignment
+
+- [ ] Infrastructure changes support Frontend Dev (Mira) and Fullstack Dev (Enrique) requirements
+- [ ] Backend requirements from Backend Dev (Lily) and Fullstack Dev (Enrique) accommodated
+- [ ] Local development environment compatibility verified for all dev agents
+- [ ] Infrastructure changes support automated testing frameworks
+- [ ] Development agent feedback incorporated into infrastructure design
+
+### 11.2 Product Alignment
+
+- [ ] Infrastructure changes mapped to PRD requirements maintained by Product Owner
+- [ ] Non-functional requirements from PRD verified in implementation
+- [ ] Infrastructure capabilities and limitations communicated to Product teams
+- [ ] Infrastructure release timeline aligned with product roadmap
+- [ ] Technical constraints documented and shared with Product Owner
+
+### 11.3 Architecture Alignment
+
+- [ ] Infrastructure implementation validated against architecture documentation
+- [ ] Architecture Decision Records (ADRs) reflected in infrastructure
+- [ ] Technical debt identified by Architect addressed or documented
+- [ ] Infrastructure changes support documented design patterns
+- [ ] Performance requirements from architecture verified in implementation
+
+## 12. ARCHITECTURE DOCUMENTATION VALIDATION
+
+### 12.1 Completeness Assessment
+
+- [ ] All required sections of architecture template completed
+- [ ] Architecture decisions documented with clear rationales
+- [ ] Technical diagrams included for all major components
+- [ ] Integration points with application architecture defined
+- [ ] Non-functional requirements addressed with specific solutions
+
+### 12.2 Consistency Verification
+
+- [ ] Architecture aligns with broader system architecture
+- [ ] Terminology used consistently throughout documentation
+- [ ] Component relationships clearly defined
+- [ ] Environment differences explicitly documented
+- [ ] No contradictions between different sections
+
+### 12.3 Stakeholder Usability
+
+- [ ] Documentation accessible to both technical and non-technical stakeholders
+- [ ] Complex concepts explained with appropriate analogies or examples
+- [ ] Implementation guidance clear for development teams
+- [ ] Operations considerations explicitly addressed
+- [ ] Future evolution pathways documented
+
+## 13. CONTAINER PLATFORM VALIDATION
+
+### 13.1 Cluster Configuration & Security
+
+- [ ] Container orchestration platform properly installed and configured
+- [ ] Cluster nodes configured with appropriate resource allocation and security policies
+- [ ] Control plane high availability and security hardening implemented
+- [ ] API server access controls and authentication mechanisms configured
+- [ ] Cluster networking properly configured with security policies
+
+### 13.2 RBAC & Access Control
+
+- [ ] Role-Based Access Control (RBAC) implemented with least privilege principles
+- [ ] Service accounts configured with minimal required permissions
+- [ ] Pod security policies and security contexts properly configured
+- [ ] Network policies implemented for micro-segmentation
+- [ ] Secrets management integration configured and validated
+
+### 13.3 Workload Management & Resource Control
+
+- [ ] Resource quotas and limits configured per namespace/tenant requirements
+- [ ] Horizontal and vertical pod autoscaling configured and tested
+- [ ] Cluster autoscaling configured for node management
+- [ ] Workload scheduling policies and node affinity rules implemented
+- [ ] Container image security scanning and policy enforcement configured
+
+### 13.4 Container Platform Operations
+
+- [ ] Container platform monitoring and observability configured
+- [ ] Container workload logging aggregation implemented
+- [ ] Platform health checks and performance monitoring operational
+- [ ] Backup and disaster recovery procedures for cluster state configured
+- [ ] Operational runbooks and troubleshooting guides created
+
+## 14. GITOPS WORKFLOWS VALIDATION
+
+### 14.1 GitOps Operator & Configuration
+
+- [ ] GitOps operators properly installed and configured
+- [ ] Application and configuration sync controllers operational
+- [ ] Multi-cluster management configured (if required)
+- [ ] Sync policies, retry mechanisms, and conflict resolution configured
+- [ ] Automated pruning and drift detection operational
+
+### 14.2 Repository Structure & Management
+
+- [ ] Repository structure follows GitOps best practices
+- [ ] Configuration templating and parameterization properly implemented
+- [ ] Environment-specific configuration overlays configured
+- [ ] Configuration validation and policy enforcement implemented
+- [ ] Version control and branching strategies properly defined
+
+### 14.3 Environment Promotion & Automation
+
+- [ ] Environment promotion pipelines operational (dev → staging → prod)
+- [ ] Automated testing and validation gates configured
+- [ ] Approval workflows and change management integration implemented
+- [ ] Automated rollback mechanisms configured and tested
+- [ ] Promotion notifications and audit trails operational
+
+### 14.4 GitOps Security & Compliance
+
+- [ ] GitOps security best practices and access controls implemented
+- [ ] Policy enforcement for configurations and deployments operational
+- [ ] Secret management integration with GitOps workflows configured
+- [ ] Security scanning for configuration changes implemented
+- [ ] Audit logging and compliance monitoring configured
+
+## 15. SERVICE MESH VALIDATION
+
+### 15.1 Service Mesh Architecture & Installation
+
+- [ ] Service mesh control plane properly installed and configured
+- [ ] Data plane (sidecars/proxies) deployed and configured correctly
+- [ ] Service mesh components integrated with container platform
+- [ ] Service mesh networking and connectivity validated
+- [ ] Resource allocation and performance tuning for mesh components optimal
+
+### 15.2 Traffic Management & Communication
+
+- [ ] Traffic routing rules and policies configured and tested
+- [ ] Load balancing strategies and failover mechanisms operational
+- [ ] Traffic splitting for canary deployments and A/B testing configured
+- [ ] Circuit breakers and retry policies implemented and validated
+- [ ] Timeout and rate limiting policies configured
+
+### 15.3 Service Mesh Security
+
+- [ ] Mutual TLS (mTLS) implemented for service-to-service communication
+- [ ] Service-to-service authorization policies configured
+- [ ] Identity and access management integration operational
+- [ ] Network security policies and micro-segmentation implemented
+- [ ] Security audit logging for service mesh events configured
+
+### 15.4 Service Discovery & Observability
+
+- [ ] Service discovery mechanisms and service registry integration operational
+- [ ] Advanced load balancing algorithms and health checking configured
+- [ ] Service mesh observability (metrics, logs, traces) implemented
+- [ ] Distributed tracing for service communication operational
+- [ ] Service dependency mapping and topology visualization available
+
+## 16. DEVELOPER EXPERIENCE PLATFORM VALIDATION
+
+### 16.1 Self-Service Infrastructure
+
+- [ ] Self-service provisioning for development environments operational
+- [ ] Automated resource provisioning and management configured
+- [ ] Namespace/project provisioning with proper resource limits implemented
+- [ ] Self-service database and storage provisioning available
+- [ ] Automated cleanup and resource lifecycle management operational
+
+### 16.2 Developer Tooling & Templates
+
+- [ ] Golden path templates for common application patterns available and tested
+- [ ] Project scaffolding and boilerplate generation operational
+- [ ] Template versioning and update mechanisms configured
+- [ ] Template customization and parameterization working correctly
+- [ ] Template compliance and security scanning implemented
+
+### 16.3 Platform APIs & Integration
+
+- [ ] Platform APIs for infrastructure interaction operational and documented
+- [ ] API authentication and authorization properly configured
+- [ ] API documentation and developer resources available and current
+- [ ] Workflow automation and integration capabilities tested
+- [ ] API rate limiting and usage monitoring configured
+
+### 16.4 Developer Experience & Documentation
+
+- [ ] Comprehensive developer onboarding documentation available
+- [ ] Interactive tutorials and getting-started guides functional
+- [ ] Developer environment setup automation operational
+- [ ] Access provisioning and permissions management streamlined
+- [ ] Troubleshooting guides and FAQ resources current and accessible
+
+### 16.5 Productivity & Analytics
+
+- [ ] Development tool integrations (IDEs, CLI tools) operational
+- [ ] Developer productivity dashboards and metrics implemented
+- [ ] Development workflow optimization tools available
+- [ ] Platform usage monitoring and analytics configured
+- [ ] User feedback collection and analysis mechanisms operational
+
+---
+
+### Prerequisites Verified
+
+- [ ] All checklist sections reviewed (1-16)
+- [ ] No outstanding critical or high-severity issues
+- [ ] All infrastructure changes tested in non-production environment
+- [ ] Rollback plan documented and tested
+- [ ] Required approvals obtained
+- [ ] Infrastructure changes verified against architectural decisions documented by Architect agent
+- [ ] Development environment impacts identified and mitigated
+- [ ] Infrastructure changes mapped to relevant user stories and epics
+- [ ] Release coordination planned with development teams
+- [ ] Local development environment compatibility verified
+- [ ] Platform component integration validated
+- [ ] Cross-platform functionality tested and verified