chatwoot-develop/.context/planos/base-de-conhecimento.md

12 KiB

---
id: plan-base-de-conhecimento
ai_update_goal: "Define the stages, owners, and evidence required to complete Base De Conhecimento."
required_inputs:
  - "Task summary or issue link describing the goal"
  - "Relevant documentation sections from docs/README.md"
  - "Matching agent playbooks from agents/README.md"
success_criteria:
  - "Stages list clear owners, deliverables, and success signals"
  - "Plan references documentation and agent resources that exist today"
  - "Follow-up actions and evidence expectations are recorded"
related_agents:
  - "code-reviewer"
  - "bug-fixer"
  - "feature-developer"
  - "refactoring-specialist"
  - "test-writer"
  - "documentation-writer"
  - "performance-optimizer"
  - "security-auditor"
  - "backend-specialist"
  - "frontend-specialist"
  - "architect-specialist"
  - "devops-specialist"
  - "database-specialist"
  - "mobile-specialist"
---

<!-- agent-update:start:plan-base-de-conhecimento -->
# Base De Conhecimento Plan

> This plan aims to establish a comprehensive knowledge base for the repository, ensuring that all documentation is up-to-date, accurate, and aligned with the current state of the codebase and agent playbooks.

## Task Snapshot
- **Primary goal:** Create and maintain a robust knowledge base that serves as a single source of truth for the repository, including documentation, agent playbooks, and collaboration plans.
- **Success signal:** All documentation and agent playbooks are reviewed, updated, and aligned with the current repository state. The knowledge base is easily navigable and serves as a reliable reference for contributors.
- **Key references:**
  - [Documentation Index](../docs/README.md)
  - [Agent Handbook](../agents/README.md)
  - [Plans Index](./README.md)

## Agent Lineup
| Agent | Role in this plan | Playbook | First responsibility focus |
| --- | --- | --- | --- |
| Code Reviewer | Ensures all documentation and playbook updates adhere to quality standards and best practices. | [Code Reviewer](../agents/code-reviewer.md) | Review documentation and playbook updates for clarity, accuracy, and completeness. |
| Bug Fixer | Identifies and resolves inconsistencies or errors in the documentation and playbooks. | [Bug Fixer](../agents/bug-fixer.md) | Analyze reported issues in documentation and playbooks and propose fixes. |
| Feature Developer | Implements new sections or features in the documentation and playbooks as needed. | [Feature Developer](../agents/feature-developer.md) | Develop new documentation sections or playbook features based on requirements. |
| Refactoring Specialist | Improves the structure and organization of the documentation and playbooks. | [Refactoring Specialist](../agents/refactoring-specialist.md) | Identify and refactor poorly structured or outdated documentation and playbook sections. |
| Test Writer | Ensures that all documentation and playbook updates are thoroughly tested and validated. | [Test Writer](../agents/test-writer.md) | Write tests to validate the accuracy and completeness of documentation and playbook updates. |
| Documentation Writer | Creates and updates documentation to ensure it is clear, comprehensive, and up-to-date. | [Documentation Writer](../agents/documentation-writer.md) | Draft and update documentation sections to reflect the current state of the repository. |
| Performance Optimizer | Ensures that the documentation and playbooks are optimized for performance and usability. | [Performance Optimizer](../agents/performance-optimizer.md) | Identify and resolve performance bottlenecks in documentation and playbook access and usage. |
| Security Auditor | Ensures that the documentation and playbooks adhere to security best practices and compliance requirements. | [Security Auditor](../agents/security-auditor.md) | Audit documentation and playbooks for security vulnerabilities and compliance issues. |
| Backend Specialist | Ensures that the backend-related documentation and playbooks are accurate and up-to-date. | [Backend Specialist](../agents/backend-specialist.md) | Review and update backend-related documentation and playbook sections. |
| Frontend Specialist | Ensures that the frontend-related documentation and playbooks are accurate and up-to-date. | [Frontend Specialist](../agents/frontend-specialist.md) | Review and update frontend-related documentation and playbook sections. |
| Architect Specialist | Ensures that the architectural documentation and playbooks are accurate and up-to-date. | [Architect Specialist](../agents/architect-specialist.md) | Review and update architectural documentation and playbook sections. |
| Devops Specialist | Ensures that the DevOps-related documentation and playbooks are accurate and up-to-date. | [Devops Specialist](../agents/devops-specialist.md) | Review and update DevOps-related documentation and playbook sections. |
| Database Specialist | Ensures that the database-related documentation and playbooks are accurate and up-to-date. | [Database Specialist](../agents/database-specialist.md) | Review and update database-related documentation and playbook sections. |
| Mobile Specialist | Ensures that the mobile-related documentation and playbooks are accurate and up-to-date. | [Mobile Specialist](../agents/mobile-specialist.md) | Review and update mobile-related documentation and playbook sections. |

## Documentation Touchpoints
| Guide | File | Task Marker | Primary Inputs |
| --- | --- | --- | --- |
| Project Overview | [project-overview.md](../docs/project-overview.md) | agent-update:project-overview | Roadmap, README, stakeholder notes |
| Architecture Notes | [architecture.md](../docs/architecture.md) | agent-update:architecture-notes | ADRs, service boundaries, dependency graphs |
| Development Workflow | [development-workflow.md](../docs/development-workflow.md) | agent-update:development-workflow | Branching rules, CI config, contributing guide |
| Testing Strategy | [testing-strategy.md](../docs/testing-strategy.md) | agent-update:testing-strategy | Test configs, CI gates, known flaky suites |
| Glossary & Domain Concepts | [glossary.md](../docs/glossary.md) | agent-update:glossary | Business terminology, user personas, domain rules |
| Data Flow & Integrations | [data-flow.md](../docs/data-flow.md) | agent-update:data-flow | System diagrams, integration specs, queue topics |
| Security & Compliance Notes | [security.md](../docs/security.md) | agent-update:security | Auth model, secrets management, compliance requirements |
| Tooling & Productivity Guide | [tooling.md](../docs/tooling.md) | agent-update:tooling | CLI scripts, IDE configs, automation workflows |

## Risk Assessment
Identify potential blockers, dependencies, and mitigation strategies before beginning work.

### Identified Risks
| Risk | Probability | Impact | Mitigation Strategy | Owner |
| --- | --- | --- | --- | --- |
| Dependency on external team for documentation review | Medium | High | Schedule early coordination meetings and establish clear review timelines | Documentation Writer |
| Insufficient test coverage for documentation updates | Low | Medium | Allocate dedicated time for test writing and validation in Phase 2 | Test Writer |

### Dependencies
- **Internal:** Collaboration with development teams to ensure documentation reflects current codebase state.
- **External:** Review and approval from stakeholders for major documentation updates.
- **Technical:** Access to up-to-date repository state and CI/CD pipelines for validation.

### Assumptions
- Assume that the current API schema and architectural decisions remain stable during the documentation update process.
- Assume that all agents have access to the necessary tools and resources to complete their tasks.
- If assumptions prove false, schedule a review meeting to reassess the plan and adjust timelines accordingly.

## Resource Estimation

### Time Allocation
| Phase | Estimated Effort | Calendar Time | Team Size |
| --- | --- | --- | --- |
| Phase 1 - Discovery | 2 person-days | 3-5 days | 1-2 people |
| Phase 2 - Implementation | 5 person-days | 1-2 weeks | 2-3 people |
| Phase 3 - Validation | 2 person-days | 3-5 days | 1-2 people |
| **Total** | **9 person-days** | **2-3 weeks** | **2-3 people** |

### Required Skills
- Technical writing and documentation management.
- Familiarity with the repository structure and codebase.
- Experience with CI/CD pipelines and testing strategies.
- Knowledge of security best practices and compliance requirements.

### Resource Availability
- **Available:** Documentation Writer, Test Writer, Code Reviewer, and other relevant agents as needed.
- **Blocked:** None identified at this time.
- **Escalation:** Project Manager or Lead Developer if additional resources are required.

## Working Phases
### Phase 1 — Discovery & Alignment
**Steps**
1. Review the current state of the repository and identify gaps in documentation and playbooks. (Owner: Documentation Writer)
2. Coordinate with development teams to gather necessary inputs and clarify open questions. (Owner: Documentation Writer)
3. Create a detailed inventory of existing documentation and playbooks, noting areas that require updates or improvements. (Owner: Documentation Writer)

**Commit Checkpoint**
- After completing this phase, capture the agreed context and create a commit (for example, `git commit -m "chore(plan): complete phase 1 discovery"`).

### Phase 2 — Implementation & Iteration
**Steps**
1. Update documentation and playbooks based on the inventory created in Phase 1. (Owner: Documentation Writer, with support from relevant specialists)
2. Conduct regular reviews to ensure updates align with the current repository state and best practices. (Owner: Code Reviewer)
3. Write and execute tests to validate the accuracy and completeness of documentation and playbook updates. (Owner: Test Writer)

**Commit Checkpoint**
- Summarize progress, update cross-links, and create a commit documenting the outcomes of this phase (for example, `git commit -m "chore(plan): complete phase 2 implementation"`).

### Phase 3 — Validation & Handoff
**Steps**
1. Perform a final review of all documentation and playbook updates to ensure they meet quality standards. (Owner: Code Reviewer)
2. Validate that all tests pass and that the documentation accurately reflects the current state of the repository. (Owner: Test Writer)
3. Document evidence of validation, including test results and review feedback. (Owner: Documentation Writer)

**Commit Checkpoint**
- Record the validation evidence and create a commit signalling the handoff completion (for example, `git commit -m "chore(plan): complete phase 3 validation"`).

## Rollback Plan
Document how to revert changes if issues arise during or after implementation.

### Rollback Triggers
When to initiate rollback:
- Critical inaccuracies or inconsistencies in documentation that could mislead contributors.
- Performance degradation in documentation access or usability.
- Security vulnerabilities introduced in documentation or playbooks.
- Major discrepancies between documentation and the actual repository state.

### Rollback Procedures
#### Phase 1 Rollback
- Action: Discard discovery branch, restore previous documentation state.
- Data Impact: None (no production changes).
- Estimated Time: < 1 hour.

#### Phase 2 Rollback
- Action: Revert commits, restore documentation to pre-update state.
- Data Impact: None (documentation changes are not yet in production).
- Estimated Time: 1-2 hours.

#### Phase 3 Rollback
- Action: Full documentation rollback, restore previous version.
- Data Impact: None (documentation changes are not yet in production).
- Estimated Time: 1 hour.

### Post-Rollback Actions
1. Document reason for rollback in incident report.
2. Notify stakeholders of rollback and impact.
3. Schedule post-mortem to analyze failure.
4. Update plan with lessons learned before retry.

<!-- agent-readonly:guidance -->
## Agent Playbook Checklist
1. Pick the agent that matches your task.
2. Enrich the template with project-specific context or links.
3. Share the final prompt with your AI assistant.
4. Capture learnings in the relevant documentation file so future runs improve.

## Evidence & Follow-up
- **Artifacts to collect:**
  - PR links for documentation and playbook updates.
  - Test results and validation reports.
  - Review feedback and approvals from stakeholders.
  - Incident reports and post-mortem notes (if applicable).
- **Follow-up actions:**
  - Schedule regular reviews to ensure documentation remains up-to-date.
  - Monitor feedback from contributors and address any issues promptly.

<!-- agent-update:end -->