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๐Ÿ“œ RFC Process โ€‹

The WealthFam RFC (Request for Comments) process is designed to ensure that major architectural decisions are vetted for Precision accuracy, cross-repository compatibility, and long-term maintainability.


๐Ÿš€ When to Write an RFC โ€‹

You MUST write an RFC before starting work on:

  • Core Schema Changes: Modifying primary ledger tables in DuckDB.
  • Cross-Service Communication: Changing how the Parser talks to the Backend.
  • New Ingestion Channels: Implementing IMAP, Plaid, or new file upload logic.
  • Breaking API Changes: Updating public endpoints used by the Mobile App.

๐Ÿ—๏ธ The Lifecycle โ€‹

1. Proposal Phase โ€‹

Create a new Markdown file in the Docs/Management/RFCs/ folder following the template 0000-feature-name.md.

  • Summary: What is the problem?
  • Technical Blueprint: How does it work? (Include Mermaid diagrams).
  • Precision Impact: How does this affect data integrity and idempotency?
  • Unresolved Questions: What items need team feedback?

2. Discussion Phase โ€‹

Open a Pull Request for the RFC. The Engineering and SRE teams will leave comments focusing on:

  • Performance bottlenecks.
  • Security vulnerabilities (especially regarding PII in SMS/Email).
  • Deployment complexity.

3. Vetting Phase โ€‹

Once the RFC is approved by at least 2 core members, it is moved to the "Accepted" state. Implementation can begin in the respective repositories.

4. Implementation Phase โ€‹

All code PRs should reference the RFC number (e.g., Ref: RFC #123).


๐Ÿ›ก๏ธ Precision Review Checklist โ€‹

Every RFC must answer:

  1. Is it Idempotent? If the server crashes during this operation, can it be safely restarted?
  2. Is it Verifiable? How do we audit that the data produced is correct?
  3. Is it Scalable? Does this perform well with 10k+ transactions in DuckDB?

*Better Decisions ยท Technical Clarity ยท Engineering Excellence*

WealthFam Engineering Hub