Usecase Overview

• Business Goal: Enable operations teams to run policy-driven grey upgrades, monitor key metrics in real time, and auto-rollback (or one-click rollback) when anomalies arise so production risk remains controlled.
• Success Measures: Upgrade success rate ≥98%; rollback completes within three minutes when triggered; grey batch success rate ≥95%; upgrade reports generated within ten minutes.
• Scenario Alignment: Implements Stage 2 of the main scenario and consumes outputs from version scanning and compatibility checks to complete the release loop.

Configurable grey policies and rollback automation let release managers deliver new plugin versions with minimal production exposure.

Context & Assumptions

• Prerequisites
  • Flags plugin-upgrade-policy, plugin-gray-orchestrator, and plugin-upgrade-rollback are active.
  • CI/CD produces signed artifacts; monitoring, logging, and alerting integrations are ready.
  • Governance service provides upgrade recommendations with changelog and compatibility matrix.
  • Operations teams hold upgrade/rollback permissions for target tenants and approvals are in place.
• Inputs / Outputs
  • Inputs: Upgrade plan (batches, windows, thresholds, rollback policy), artifacts, monitoring templates.
  • Outputs: Execution status, metrics, rollback records, upgrade report, audit logs.
• Boundaries
  • Version scanning, compatibility guard, offline import, and cross-tenant strategy enforcement are handled elsewhere.

Solution Blueprint

Architecture Layers

Layer	Module	Responsibility	Entry Point
Policy engine	internal/version/upgrade/policy_engine.go	Parse grey policies, generate batch plans, compute thresholds	services/version/upgrade
Orchestration	internal/version/upgrade/orchestrator.go	Execute batches, bind monitoring, pause/retry on anomalies	services/version/upgrade
Rollback management	internal/version/upgrade/rollback_manager.go	Evaluate rollback strategy, run scripts, sync audits	services/version/upgrade
Observability & reporting	internal/version/upgrade/report_builder.go	Aggregate metrics, create reports, supply post-mortem template	services/version/upgrade
CLI / Console	packages/cli/src/commands/version/upgrade.ts	Trigger upgrade, inspect batch status, manual takeover & rollback	packages/cli

Flow & Sequence

1. Step 1 – Plan configuration: Release manager configures batches, thresholds, rollback policy, and window.
2. Step 2 – Grey rollout execution: Orchestrator pushes batches, collecting metrics, logs, and feedback in real time.
3. Step 3 – Anomaly response: When thresholds trip or manual pause occurs, the system rolls back automatically and alerts stakeholders.
4. Step 4 – Closure & archive: After completion, the report consolidates metrics, rollback practice, and approvals.

Contracts & Interfaces

• Inbound
  • powerx plugin upgrade --strategy policy — Trigger upgrade.
  • POST /internal/version/upgrade/plan — Create/update plans.
  • POST /internal/version/upgrade/rollback — Initiate rollback.
• Outbound
  • POST /internal/monitoring/subscribe — Bind metrics and thresholds.
  • POST /internal/notify/version — Deliver status, anomaly, and rollback alerts.
  • POST /internal/audit/version — Persist upgrade and rollback audit logs.
• Configs & Scripts
  • config/version/upgrade_policies.yaml — Strategy parameters, batch templates, thresholds.
  • config/monitoring/version_upgrade_dashboards.json — Metric mappings & dashboards.
  • scripts/workflows/version-upgrade-smoke.mjs — Smoke test script for grey rollouts.

Implementation Checklist

Item	Description	Status	Owner
Policy engine	Support multi-batch, ratio, window, and threshold configuration	[ ]	Matrix Ops
Grey orchestrator	Implement batch execution, anomaly pause, retry logic	[ ]	Alex Wei
Automated rollback	Evaluate strategy, run rollback script, notify & audit	[ ]	Matrix Ops
Observability & reporting	Provide dashboards, auto-generated reports, post-mortem kit	[ ]	Alex Wei
CLI / Console	Present status, manual takeover, approval token validation	[ ]	Michael Hu

Testing Strategy

• Unit: Policy parsing, batch scheduling, rollback decisions, report generation.
• Integration: Execute scripts/workflows/version-upgrade-smoke.mjs covering happy & failure paths, verify monitoring and notifications.
• E2E: Replay scenario case B to validate grey expansion, rollback trigger, and reporting.
• Non-functional: Multi-tenant concurrency, long-running grey windows, monitoring signal delay.

Observability & Ops

• Metrics: version.upgrade.success_rate, version.upgrade.batch_duration_minutes, version.rollback.duration_ms, version.upgrade.alert_total, version.upgrade.paused_total.
• Logs: Capture batches, tenants, metric deviations, rollback rationale; mask sensitive data; keep ≥365 days.
• Alerts: Grey error rate >5%, rollback failure, missing metrics >5 minutes, batch runtime >30 minutes.
• Dashboards: Upgrade Strategy Dashboard, Rollback Drill Monitor, workflow-metrics.mjs.

Rollback & Failure Handling

• Rollback steps: Auto/manual rollback to prior stable version, restore previous config, free new resources, notify stakeholders.
• Remediation: Expose manual rollback entry, export metrics & logs, trigger post-mortem workflow.
• Data repair: Run scripts/workflows/version-upgrade-reconcile.mjs to align upgrade records, rollback status, and audits.

Follow-ups & Risks

Risk / Item	Impact	Mitigation	Owner	ETA
Third-party metric naming inconsistencies	Observability quality	Provide mapping and unified templates	Alex Wei	2025-12-14
Rollback scripts lack multi-tenant concurrency	Rollback efficiency	Extend scripts with concurrency + idempotency	Matrix Ops	2025-12-20
Manual takeover requires approval tokens	Security & compliance	Integrate approval system with MFA	Grace Lin	2025-12-18

References & Links

• Scenario: docs/scenarios/plugin-lifecycle/SCN-DEV-PLUGIN-VERSION-GRAY-001.md
• Main scenario: docs/scenarios/plugin-lifecycle/SCN-DEV-PLUGIN-VERSION-COMPAT-001.md
• Standards: docs/standards/powerx-plugin/release/Upgrade_Playbook.md
• Config: config/version/upgrade_policies.yaml, config/monitoring/version_upgrade_dashboards.json