BMAD-METHOD/bmad-agent/checklists/infrastructure-checklist.md

339 lines
12 KiB
Markdown

# 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
---
### Prerequisites Verified
- [ ] All checklist sections reviewed
- [ ] 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