agentic 0.1.0 → 0.2.0

data/.architecture/recalibration/implementation_roadmap_0-2-0.md

@@ -0,0 +1,301 @@
+# Implementation Roadmap for Architectural Improvements
+
+## Overview
+
+This document outlines the implementation plan for architectural changes identified in the recalibration plan for version 0.2.0. It breaks down high-level architectural changes into implementable tasks, assigns them to specific versions, and establishes acceptance criteria.
+
+## Target Versions
+
+This roadmap covers the following versions:
+- **0.2.1**: Documentation improvements and minor enhancements (non-breaking)
+- **0.3.0**: Major architectural improvements (component decomposition, security, observability, evaluation)
+- **0.4.0**: Advanced capabilities (multi-agent orchestration, performance optimizations)
+- **0.5.0**: Infrastructure and service abstractions
+
+## Implementation Areas
+
+### 1. Component Decomposition
+
+**Overall Goal**: Improve separation of concerns by extracting and refactoring components to have clearer boundaries and responsibilities.
+
+#### Tasks for Version 0.3.0
+
+| Task ID | Description | Dependencies | Complexity | Owner | Tests Required |
+|---------|-------------|--------------|------------|-------|----------------|
+| CD1.1 | Create DependencyGraph class to manage task dependencies | None | High | TBD | Unit tests, integration tests with PlanOrchestrator |
+| CD1.2 | Refactor PlanOrchestrator to use DependencyGraph | CD1.1 | Medium | TBD | Integration tests, regression tests |
+| CD1.3 | Define interfaces between planning, execution, and learning subsystems | None | High | TBD | Interface tests |
+| CD1.4 | Implement subsystem boundaries with proper interfaces | CD1.3 | High | TBD | Unit and integration tests |
+| CD1.5 | Extract complex methods in PlanOrchestrator into smaller, focused components | None | Medium | TBD | Unit tests |
+| CD1.6 | Create structured TaskContext class for formalizing inputs and environment | None | Medium | TBD | Unit tests |
+
+**Acceptance Criteria**:
+- [ ] DependencyGraph correctly manages task dependencies with proper validation
+- [ ] PlanOrchestrator delegates all dependency management to DependencyGraph
+- [ ] Clear interfaces exist between subsystems with proper documentation
+- [ ] No direct dependencies between subsystems outside of defined interfaces
+- [ ] All extracted components have > 90% test coverage
+- [ ] No public API breaking changes for existing functionality
+
+### 2. Security Enhancements
+
+**Overall Goal**: Improve security posture by implementing content filtering, permission models, and audit logging.
+
+#### Tasks for Version 0.3.0
+
+| Task ID | Description | Dependencies | Complexity | Owner | Tests Required |
+|---------|-------------|--------------|------------|-------|----------------|
+| SE2.1 | Design and implement ContentSafetyFilter class | None | High | TBD | Unit tests with various input/output scenarios |
+| SE2.2 | Integrate content filtering into LlmClient | SE2.1 | Medium | TBD | Integration tests |
+| SE2.3 | Create Permission and PermissionRegistry classes | None | High | TBD | Unit tests |
+| SE2.4 | Extend Agent model with capabilities and permissions | SE2.3 | Medium | TBD | Unit and integration tests |
+| SE2.5 | Implement AuditLogger for comprehensive action logging | None | Medium | TBD | Unit tests |
+| SE2.6 | Integrate audit logging throughout agent execution flow | SE2.5 | Medium | TBD | Integration tests |
+
+**Acceptance Criteria**:
+- [ ] Content filtering prevents unsafe inputs and outputs with configurable strictness
+- [ ] Permission system allows granular control of agent capabilities
+- [ ] Agents can be restricted based on permissions
+- [ ] Comprehensive audit logging captures all significant actions
+- [ ] Logging format is structured and can be consumed by analysis tools
+- [ ] Security enhancements have minimal performance impact
+
+### 3. Evaluation Framework
+
+**Overall Goal**: Create a robust system for evaluating agent performance through standardized metrics and benchmarks.
+
+#### Tasks for Version 0.3.0
+
+| Task ID | Description | Dependencies | Complexity | Owner | Tests Required |
+|---------|-------------|--------------|------------|-------|----------------|
+| EF3.1 | Design evaluation framework architecture | None | High | TBD | Architectural validation |
+| EF3.2 | Implement core Framework class with metric registration | EF3.1 | Medium | TBD | Unit tests |
+| EF3.3 | Create standard metrics (ResponseQuality, TaskSuccessRate, etc.) | EF3.2 | High | TBD | Unit tests for each metric |
+| EF3.4 | Implement benchmark registration and execution | EF3.2 | Medium | TBD | Unit tests |
+| EF3.5 | Create reporting tools for evaluation results | EF3.3, EF3.4 | Medium | TBD | Unit tests |
+| EF3.6 | Add integration hooks in Agent and PlanOrchestrator | EF3.2 | Low | TBD | Integration tests |
+
+**Acceptance Criteria**:
+- [ ] Framework supports registration and execution of custom metrics
+- [ ] Standard metrics cover quality, success rate, and efficiency dimensions
+- [ ] Benchmarks can be defined to test agent performance across scenarios
+- [ ] Reports provide clear visualization of agent performance
+- [ ] Integration is non-intrusive to existing agent behavior
+- [ ] Framework is extensible for future metric types
+
+### 4. Observability Infrastructure
+
+**Overall Goal**: Build a comprehensive observability system to monitor, track, and analyze agent behavior and performance.
+
+#### Tasks for Version 0.3.0
+
+| Task ID | Description | Dependencies | Complexity | Owner | Tests Required |
+|---------|-------------|--------------|------------|-------|----------------|
+| OI4.1 | Design observability system architecture | None | High | TBD | Architectural validation |
+| OI4.2 | Implement core System class with instrumentation | OI4.1 | Medium | TBD | Unit tests |
+| OI4.3 | Create tracing infrastructure for tracking execution flow | OI4.2 | High | TBD | Unit tests |
+| OI4.4 | Implement MetricsAggregator for collecting metrics | OI4.2 | Medium | TBD | Unit tests |
+| OI4.5 | Create exporters for different output formats | OI4.3, OI4.4 | Medium | TBD | Unit tests |
+| OI4.6 | Integrate observability hooks throughout the codebase | OI4.2 | High | TBD | Integration tests |
+
+**Acceptance Criteria**:
+- [ ] System captures fine-grained events throughout agent execution
+- [ ] Tracing connects related events into meaningful execution flows
+- [ ] Metrics are aggregated and can be analyzed across dimensions
+- [ ] Multiple export formats are supported (JSON, Prometheus, etc.)
+- [ ] Performance overhead is minimal (<5%)
+- [ ] Observability can be enabled/disabled via configuration
+
+### 5. Performance Optimizations
+
+**Overall Goal**: Improve system performance through caching, pooling, and batching mechanisms.
+
+#### Tasks for Version 0.3.0
+
+| Task ID | Description | Dependencies | Complexity | Owner | Tests Required |
+|---------|-------------|--------------|------------|-------|----------------|
+| PO5.1 | Implement ResponseCache for LLM responses | None | Medium | TBD | Unit tests, performance benchmarks |
+| PO5.2 | Integrate caching in LlmClient | PO5.1 | Low | TBD | Integration tests |
+| PO5.3 | Create ClientPool for API connection pooling | None | Medium | TBD | Unit tests, performance benchmarks |
+| PO5.4 | Integrate connection pooling | PO5.3 | Low | TBD | Integration tests |
+
+#### Tasks for Version 0.4.0
+
+| Task ID | Description | Dependencies | Complexity | Owner | Tests Required |
+|---------|-------------|--------------|------------|-------|----------------|
+| PO5.5 | Implement RequestBatcher for grouping compatible requests | PO5.1, PO5.3 | High | TBD | Unit tests, performance benchmarks |
+| PO5.6 | Integrate request batching | PO5.5 | Medium | TBD | Integration tests |
+| PO5.7 | Implement PerformanceMonitor for detailed tracking | None | Medium | TBD | Unit tests |
+| PO5.8 | Add memory optimization utilities | None | Medium | TBD | Performance tests |
+
+**Acceptance Criteria**:
+- [ ] Response caching reduces duplicate LLM requests by >50%
+- [ ] Connection pooling reduces connection overhead by >30%
+- [ ] Request batching reduces total request count by >20% for eligible scenarios
+- [ ] Performance monitoring provides accurate metrics with < 1% overhead
+- [ ] Memory optimization reduces peak memory usage by >15%
+- [ ] All optimizations are configurable and can be enabled/disabled
+
+### 6. Multi-Agent Orchestration
+
+**Overall Goal**: Create patterns and infrastructure for complex agent interactions and collaborative problem-solving.
+
+#### Tasks for Version 0.4.0
+
+| Task ID | Description | Dependencies | Complexity | Owner | Tests Required |
+|---------|-------------|--------------|------------|-------|----------------|
+| MA6.1 | Design multi-agent orchestration architecture | None | High | TBD | Architectural validation |
+| MA6.2 | Implement AgentNetwork class for managing agent relationships | MA6.1 | High | TBD | Unit tests |
+| MA6.3 | Create topology implementations (Hub-and-Spoke, Hierarchical, etc.) | MA6.2 | Medium | TBD | Unit tests for each topology |
+| MA6.4 | Implement agent-to-agent communication protocols | MA6.2 | High | TBD | Unit and integration tests |
+| MA6.5 | Create collaborative task execution framework | MA6.2, MA6.4 | High | TBD | Integration tests |
+| MA6.6 | Implement agent role specialization system | MA6.2 | Medium | TBD | Unit tests |
+
+**Acceptance Criteria**:
+- [ ] Agent networks can be configured with different topologies
+- [ ] Agents can communicate with each other through defined protocols
+- [ ] Collaborative tasks can be executed across multiple specialized agents
+- [ ] Different agent roles can be defined and assigned
+- [ ] Results from multi-agent collaboration maintain consistency
+- [ ] Performance scales reasonably with network complexity
+
+### 7. Documentation Improvements
+
+**Overall Goal**: Enhance documentation to improve developer experience, onboarding, and understanding of architecture.
+
+#### Tasks for Version 0.2.1
+
+| Task ID | Description | Dependencies | Complexity | Owner | Tests Required |
+|---------|-------------|--------------|------------|-------|----------------|
+| DI7.1 | Create comprehensive quick-start guide | None | Medium | TBD | Documentation review |
+| DI7.2 | Add detailed examples of common usage patterns | None | Medium | TBD | Documentation review |
+| DI7.3 | Enhance API documentation with usage examples | None | Medium | TBD | Documentation review |
+| DI7.4 | Create MAINTAINING.md with architectural guidance | None | Medium | TBD | Documentation review |
+| DI7.5 | Document testing patterns and best practices | None | Low | TBD | Documentation review |
+
+**Acceptance Criteria**:
+- [ ] Quick-start guide enables new users to create a basic agent within 15 minutes
+- [ ] Examples cover at least 80% of common use cases
+- [ ] All public APIs include usage examples
+- [ ] MAINTAINING.md provides clear guidance for contributors
+- [ ] Documentation passes review by team members not involved in writing it
+
+## Implementation Approach
+
+### Breaking vs. Non-Breaking Changes
+
+For this architectural evolution, we will follow these principles:
+1. Version 0.2.1 will contain only non-breaking changes focused on documentation
+2. Version 0.3.0 will include major architectural improvements that maintain backward compatibility where possible
+3. For necessarily breaking changes in 0.3.0, we will:
+   - Provide clear migration guides
+   - Use deprecation warnings in the current version
+   - Create automated migration tools where applicable
+4. New capabilities will be introduced as opt-in features before becoming default
+
+### Feature Flags
+
+The following feature flags will be used to control the rollout of new architectural components:
+
+| Flag Name | Purpose | Default Value | Removal Version |
+|-----------|---------|---------------|-----------------|
+| enable_dependency_graph | Control whether to use new DependencyGraph class | false in 0.3.0, true in 0.4.0 | 0.5.0 |
+| enable_content_filtering | Enable content safety filtering | true | N/A |
+| enable_permissions | Enable agent permission system | true | N/A |
+| enable_observability | Enable observability infrastructure | false | N/A |
+| enable_caching | Enable LLM response caching | true | N/A |
+| enable_connection_pooling | Enable API connection pooling | true | N/A |
+
+### Migration Support
+
+For major architectural changes, we will provide:
+1. Detailed migration guides for each breaking change
+2. Compatibility layers where possible
+3. Automated code analysis tools to identify affected code
+4. Example migration patterns for common use cases
+
+## Testing Strategy
+
+### Component Tests
+
+- Each new component will have comprehensive unit tests covering:
+  - Normal operation scenarios
+  - Edge cases and error handling
+  - Performance characteristics
+  - Thread safety (where applicable)
+- Target code coverage for new components: >90%
+
+### Integration Tests
+
+- Integration tests will focus on:
+  - Component interactions
+  - End-to-end workflows
+  - Compatibility with existing code
+  - Performance impact
+- Integration test suite will include at least one test for each major component interaction
+
+### Migration Tests
+
+- Explicit tests for migration paths from previous versions
+- Tests that validate compatibility layers work correctly
+- Automated verification that migration guides are accurate
+
+## Documentation Plan
+
+| Document | Update Required | Responsible | Deadline |
+|----------|-----------------|-------------|----------|
+| README.md | Add quick-start guide and installation instructions | TBD | Before 0.2.1 |
+| API Documentation | Add usage examples to all public interfaces | TBD | Before 0.2.1 |
+| MAINTAINING.md | Create new document with architectural guidance | TBD | Before 0.2.1 |
+| Architecture Diagrams | Create/update for component decomposition | TBD | Before 0.3.0 |
+| Migration Guide | Create for 0.2.x to 0.3.0 transition | TBD | Before 0.3.0 |
+| Multi-Agent Documentation | Create for new orchestration capabilities | TBD | Before 0.4.0 |
+
+## Risk Assessment
+
+| Risk | Impact | Likelihood | Mitigation Strategy |
+|------|--------|------------|---------------------|
+| Breaking changes disrupt existing users | High | Medium | Provide clear migration guides, compatibility layers, and deprecation periods |
+| Performance regressions from new components | High | Medium | Comprehensive performance testing, feature flags to disable expensive features |
+| Architectural boundaries increase complexity | Medium | Medium | Thorough documentation, clear interfaces, example implementations |
+| Security enhancements impose usability burden | Medium | Low | Make security features configurable, sensible defaults, clear documentation |
+| Multi-agent orchestration proves too complex | High | Medium | Incremental approach, thorough testing, opt-in features |
+
+## Timeline
+
+| Milestone | Target Date | Dependencies | Owner |
+|-----------|-------------|--------------|-------|
+| 0.2.1 Documentation Release | 2025-06-30 | None | TBD |
+| ADRs for Major Architectural Changes | 2025-07-15 | None | TBD |
+| Component Decomposition Implementation | 2025-08-15 | ADRs | TBD |
+| Security Enhancements Implementation | 2025-08-31 | ADRs | TBD |
+| Evaluation Framework Implementation | 2025-09-15 | None | TBD |
+| Observability Infrastructure Implementation | 2025-09-30 | None | TBD |
+| 0.3.0 Release | 2025-10-15 | All 0.3.0 tasks | TBD |
+| Multi-Agent Orchestration Implementation | 2025-11-30 | 0.3.0 Release | TBD |
+| Advanced Performance Optimizations | 2025-12-15 | 0.3.0 Release | TBD |
+| 0.4.0 Release | 2026-01-15 | All 0.4.0 tasks | TBD |
+
+## Progress Tracking
+
+Progress on this implementation roadmap will be tracked in:
+- Monthly architectural progress meetings
+- GitHub issues and milestones
+- Quarterly architectural review sessions
+- Implementation progress reports for each milestone
+
+## Appendices
+
+### A. Architecture Diagrams
+
+Current architecture diagram will be compared against proposed architecture diagram once ADRs are finalized.
+
+### B. Relevant ADRs
+
+The following ADRs will be created:
+- ADR-001: Dependency Management for Tasks
+- ADR-002: Implementation of System Boundaries
+- ADR-003: Content Safety Filtering Approach
+- ADR-004: Agent Permission Model
+- ADR-005: Evaluation Framework Design
+- ADR-006: Observability Infrastructure

data/.architecture/recalibration/progress_tracking_0-2-0.md

@@ -0,0 +1,114 @@
+# Architectural Changes Progress Tracking
+
+## Overview
+
+This document tracks the implementation progress of architectural changes identified in the recalibration plan for version 0.2.0. It is updated regularly to reflect current status and any adjustments to the implementation approach.
+
+**Last Updated**: 2025-05-21
+
+## Executive Summary
+
+| Category | Total Items | Completed | In Progress | Not Started | Deferred |
+|----------|-------------|-----------|-------------|-------------|----------|
+| Architectural Changes | 5 | 0 | 0 | 5 | 0 |
+| Implementation Improvements | 7 | 0 | 0 | 7 | 0 |
+| Documentation Enhancements | 4 | 0 | 0 | 4 | 0 |
+| Process Adjustments | 2 | 0 | 0 | 2 | 0 |
+| **TOTAL** | 18 | 0 | 0 | 18 | 0 |
+
+**Completion Percentage**: 0%
+
+## Detailed Status
+
+### Architectural Changes
+
+| ID | Recommendation | Priority | Status | Target Version | Actual Version | Notes |
+|----|---------------|----------|--------|----------------|----------------|-------|
+| A1 | Extract dependency management from PlanOrchestrator | High | Not Started | 0.3.0 | N/A | ADR-001 drafted |
+| A2 | Create clear boundaries between subsystems | High | Not Started | 0.3.0 | N/A | ADR-002 drafted |
+| A3 | Implement domain event system | Medium | Not Started | 0.3.0 | N/A | Planning phase |
+| A4 | Design multi-agent orchestration patterns | Medium | Not Started | 0.4.0 | N/A | Dependent on A1 |
+| A5 | Create service registry for dynamic discovery | Low | Not Started | 0.5.0 | N/A | Planning phase |
+
+### Implementation Improvements
+
+| ID | Recommendation | Priority | Status | Target Version | Actual Version | Notes |
+|----|---------------|----------|--------|----------------|----------------|-------|
+| I1 | Implement content safety filtering | High | Not Started | 0.3.0 | N/A | ADR-003 drafted |
+| I2 | Add permission model for agent capabilities | High | Not Started | 0.3.0 | N/A | ADR-004 drafted |
+| I3 | Implement response caching for LLM interactions | Medium | Not Started | 0.3.0 | N/A | Planning phase |
+| I4 | Add connection pooling for API clients | Medium | Not Started | 0.3.0 | N/A | Planning phase |
+| I5 | Implement request batching | Medium | Not Started | 0.4.0 | N/A | Dependent on I3, I4 |
+| I6 | Create comprehensive evaluation framework | High | Not Started | 0.3.0 | N/A | Design phase |
+| I7 | Implement observability infrastructure | High | Not Started | 0.3.0 | N/A | Design phase |
+
+### Documentation Enhancements
+
+| ID | Recommendation | Priority | Status | Target Version | Actual Version | Notes |
+|----|---------------|----------|--------|----------------|----------------|-------|
+| D1 | Create comprehensive quick-start guides | High | Not Started | 0.2.1 | N/A | Planning phase |
+| D2 | Enhance interface documentation with examples | Medium | Not Started | 0.2.1 | N/A | Planning phase |
+| D3 | Create MAINTAINING.md with architectural guidance | Medium | Not Started | 0.2.1 | N/A | Planning phase |
+| D4 | Document multi-agent orchestration patterns | Medium | Not Started | 0.4.0 | N/A | Dependent on A4 |
+
+### Process Adjustments
+
+| ID | Recommendation | Priority | Status | Target Version | Actual Version | Notes |
+|----|---------------|----------|--------|----------------|----------------|-------|
+| P1 | Standardize testing patterns across components | Medium | Not Started | 0.3.0 | N/A | Planning phase |
+| P2 | Establish process for tracking architectural metrics | Medium | Not Started | 0.3.0 | N/A | This document is first step |
+
+## Implementation Adjustments
+
+This section documents any adjustments made to the implementation approach since the original recalibration plan.
+
+| ID | Original Approach | Adjusted Approach | Rationale | Impact |
+|----|-------------------|-------------------|-----------|--------|
+| N/A | N/A | N/A | N/A | N/A |
+
+## Milestone Progress
+
+| Milestone | Target Date | Status | Actual/Projected Completion | Notes |
+|-----------|-------------|--------|---------------------------|-------|
+| 0.2.1 Documentation Release | 2025-06-30 | Not Started | 2025-06-30 | On schedule |
+| ADRs for Major Architectural Changes | 2025-07-15 | In Progress | 2025-07-15 | Initial drafts created for 4 ADRs |
+| Component Decomposition Implementation | 2025-08-15 | Not Started | 2025-08-15 | Pending ADR finalization |
+| Security Enhancements Implementation | 2025-08-31 | Not Started | 2025-08-31 | Pending ADR finalization |
+| Evaluation Framework Implementation | 2025-09-15 | Not Started | 2025-09-15 | Design phase beginning |
+| Observability Infrastructure Implementation | 2025-09-30 | Not Started | 2025-09-30 | Design phase beginning |
+| 0.3.0 Release | 2025-10-15 | Not Started | 2025-10-15 | On schedule |
+
+## Blocked Items
+
+| ID | Blocker Description | Impact | Owner | Resolution Plan | Projected Resolution Date |
+|----|---------------------|--------|-------|-----------------|---------------------------|
+| N/A | N/A | N/A | N/A | N/A | N/A |
+
+## Recently Completed Items
+
+| ID | Description | Completion Date | Implemented In | Implementation Notes |
+|----|-------------|-----------------|----------------|----------------------|
+| N/A | Initial recalibration plan creation | 2025-05-21 | N/A | Established implementation priorities and roadmap |
+| N/A | Draft ADRs for key architectural changes | 2025-05-21 | N/A | Created draft ADRs for 4 major architectural changes |
+
+## Next Check-in
+
+The next progress check-in meeting is scheduled for 2025-06-07.
+
+## Appendices
+
+### A. Test Coverage Report
+
+No implementation changes have been made yet. Current overall test coverage is maintained at previous levels.
+
+### B. Documentation Status
+
+Initial architectural documentation has been created:
+- Recalibration plan for version 0.2.0
+- Implementation roadmap for upcoming versions
+- Draft ADRs for 4 major architectural changes
+- Progress tracking system established
+
+### C. Quality Metrics
+
+Baseline metrics to be established during the initial implementation phase for future comparison.

data/.architecture/recalibration_process.md

@@ -0,0 +1,127 @@
+# Architectural Recalibration Process
+
+This document outlines the process for translating architectural review findings into updated plans, documentation, and implementation priorities. The recalibration process ensures that each new version of Agentic incorporates lessons learned and establishes clear quality standards and direction for future development.
+
+## Process Overview
+
+The architectural recalibration process consists of the following steps, to be performed after each architectural review:
+
+1. **Review Analysis & Prioritization** (Week 1)
+2. **Architectural Plan Update** (Week 2)
+3. **Documentation Refresh** (Week 3)
+4. **Implementation Roadmapping** (Week 4)
+5. **Progress Tracking** (Ongoing)
+
+## 1. Review Analysis & Prioritization
+
+**Goal**: Distill review findings into clear, actionable items with assigned priorities and owners.
+
+**Activities**:
+- Conduct a post-review meeting with key stakeholders (core contributors, architects, and domain representatives)
+- Extract all recommendations from the review document
+- Categorize recommendations into:
+  - Architectural changes (structure, components, interfaces)
+  - Implementation improvements (code-level concerns)
+  - Documentation enhancements
+  - Process adjustments
+- Assign priority levels (Critical, High, Medium, Low) to each item
+- Assign ownership for each item to a specific team member or working group
+- Document decisions in a "Recalibration Plan" file in `.architecture/recalibration/[version].md`
+
+**Output**: Prioritized action item list with owners and target versions
+
+## 2. Architectural Plan Update
+
+**Goal**: Update the architectural documentation to reflect the accepted recommendations and new direction.
+
+**Activities**:
+- Create or update architectural decision records (ADRs) for major changes
+- Revise component diagrams and interaction models
+- Update architectural principles document if needed
+- Create migration plans for deprecated components or interfaces
+- Document technical debt items that were identified but won't be immediately addressed
+- Update the architectural roadmap for the next 2-3 versions
+
+**Output**: Updated architectural documentation including:
+- Revised architecture diagrams
+- New/updated ADRs
+- Updated architectural principles
+- Technical debt inventory
+- Architectural roadmap
+
+## 3. Documentation Refresh
+
+**Goal**: Ensure all documentation accurately reflects the new architectural direction.
+
+**Activities**:
+- Update README.md and high-level documentation
+- Revise API documentation to reflect interface changes
+- Create or update examples that demonstrate new architectural patterns
+- Update developer guides with new best practices
+- Create migration guides for breaking changes
+- Ensure all YARD documentation reflects architectural changes
+
+**Output**: Comprehensive, consistent documentation aligned with the new architectural direction
+
+## 4. Implementation Roadmapping
+
+**Goal**: Create detailed implementation plans for architectural changes across upcoming versions.
+
+**Activities**:
+- Break down architectural changes into implementable tasks
+- Group tasks into logical milestones
+- Assign tasks to specific versions based on dependencies and priorities
+- Identify test coverage needs for new or changed components
+- Create acceptance criteria for architectural changes
+- Document implementation approach for complex changes
+
+**Output**: Version-specific implementation roadmaps with tasks, dependencies, and acceptance criteria
+
+## 5. Progress Tracking
+
+**Goal**: Continuously monitor implementation progress and adjust plans as needed.
+
+**Activities**:
+- Create tracking tickets for all architectural changes
+- Establish regular check-in meetings to review progress
+- Update the recalibration status document monthly
+- Record completed architectural changes with version numbers
+- Document any deviations from the original plan with justifications
+- Assess the impact of completed changes on overall architecture
+- Update architectural documentation as changes are implemented
+
+**Output**: Up-to-date progress tracking and documentation of architectural evolution
+
+## Version-to-Version Comparison
+
+After each major or minor version release, create a version comparison document (`.architecture/comparisons/[old_version]-[new_version].md`) that:
+
+1. Lists all architectural changes implemented in the release
+2. Provides before/after diagrams for significant changes
+3. Summarizes the impact of changes on:
+   - Developer experience
+   - Performance characteristics
+   - Security posture
+   - Maintainability metrics
+   - Observability capabilities
+4. Identifies any review recommendations that were deferred or modified during implementation
+5. Provides guidance on adapting existing code to the new architecture
+
+## Templates
+
+The following templates are used in the recalibration process:
+
+1. [Recalibration Plan Template](./.architecture/templates/recalibration_plan.md)
+2. [Architectural Decision Record Template](./.architecture/templates/adr.md)
+3. [Version Comparison Template](./.architecture/templates/version_comparison.md)
+4. [Implementation Roadmap Template](./.architecture/templates/implementation_roadmap.md)
+5. [Progress Tracking Template](./.architecture/templates/progress_tracking.md)
+
+## Roles and Responsibilities
+
+- **Architecture Lead**: Coordinates the overall recalibration process
+- **Component Owners**: Responsible for specific architectural components
+- **Documentation Lead**: Ensures all documentation is updated consistently
+- **Implementation Lead**: Coordinates implementation of architectural changes
+- **Quality Assurance**: Validates that implemented changes meet architectural requirements
+- **Release Manager**: Ensures architectural changes are properly included in releases