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Technical Debt Management Methodology - Reference

This reference documentation provides comprehensive details on the SQALE-based technical debt quantification methodology developed in bootstrap-012.

Core Methodology Components

Six Components (complete methodology):

  1. Measurement Framework (SQALE Index calculation)
  2. Categorization Framework (Code smell taxonomy)
  3. Prioritization Framework (Value-effort matrix)
  4. Paydown Framework (Phased roadmap)
  5. Tracking Framework (Trend analysis)
  6. Prevention Framework (Proactive practices)

SQALE Methodology

SQALE (Software Quality Assessment based on Lifecycle Expectations):

  • Industry-standard debt quantification
  • Development cost: LOC / 30 (30 LOC/hour productivity)
  • Remediation cost: Graduated complexity thresholds
  • TD Ratio: (Debt / Development Cost) × 100%
  • Rating: A (≤5%) to E (>50%)

Knowledge Artifacts

All knowledge artifacts from bootstrap-012 are documented in: experiments/bootstrap-012-technical-debt/knowledge/

Patterns (3):

  • SQALE-Based Debt Quantification (90% reusable)
  • Code Smell Taxonomy Mapping (80% reusable)
  • Value-Effort Prioritization Matrix (95% reusable)

Principles (3):

  • Pay High-Value Low-Effort Debt First
  • SQALE Provides Objective Baseline
  • Complexity Drives Maintainability Debt

Templates (4):

  • SQALE Index Report Template
  • Code Smell Categorization Template
  • Remediation Cost Breakdown Template
  • Transfer Guide Template

Best Practices (3):

  • Use SQALE standard productivity (30 LOC/hour)
  • Apply graduated complexity thresholds
  • Categorize debt by SQALE characteristics

Effectiveness Validation

Speedup: 4.5x vs manual approach

  • Manual: 9 hours (ad-hoc review, subjective)
  • Methodology: 2 hours (tool-based, SQALE)

Accuracy: Subjective → Objective (SQALE standard) Reproducibility: Low → High (industry standard)

Transferability

Overall: 85% transferable across languages

Language-Specific Adaptations:

  • Go: 90% (native)
  • Python: 85% (threshold 10→12, tools: radon, pylint, pytest-cov)
  • JavaScript: 85% (threshold 10→8, tools: eslint, jscpd, nyc)
  • Java: 90% (tools: PMD, JaCoCo, CheckStyle)
  • Rust: 80% (threshold 10→15, tools: cargo-geiger, clippy, skip OO smells)

Universal Components (13/16, 81%):

  • SQALE formulas (100%)
  • Prioritization matrix (100%)
  • Paydown roadmap structure (100%)
  • Tracking approach (95%)
  • Prevention practices (85%)

Language-Specific (3/16, 19%):

  • Complexity threshold calibration (±20%)
  • Tool selection (language-specific)
  • OO smells applicability (OO languages only)

Experiment Results

See full results: experiments/bootstrap-012-technical-debt/results.md

Key Metrics:

  • V_instance = 0.805 (CONVERGED)
  • V_meta = 0.855 (CONVERGED)
  • 4 iterations, ~7 hours total
  • 4.5x speedup, 85% transferability
  • meta-cc debt: 66 hours, 15.52% TD ratio, rating C
  • Paydown roadmap: 31.5 hours → rating B (8.23%)