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4 changes: 2 additions & 2 deletions CLAUDE.md
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Expand Up @@ -19,8 +19,8 @@ The CI `DB_DSN` format: `postgresql+asyncpg://postgres:postgres@localhost:5432/p

Planning follows [`planning/README.md`](planning/README.md) — its **Quick path**
is the authoritative convention for making a change (choose a lane, create a
bundle under `planning/changes/`, ship the `architecture/` promotion in the same
PR). Run `just check-planning` (also wired into `just lint-ci`) before pushing.
change file under `planning/changes/`, ship the `architecture/` promotion in the
same PR). Run `just check-planning` (also wired into `just lint-ci`) before pushing.

## Architecture

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2 changes: 1 addition & 1 deletion architecture/README.md
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Expand Up @@ -30,5 +30,5 @@ down.
## Promotion rule

Shipping a change hand-edits the affected capability file(s) here to match the
new reality, in the same PR as the code. The change bundle stays in place under
new reality, in the same PR as the code. The change file stays in place under
[`../planning/changes/`](../planning/changes/) — no folder move.
2 changes: 1 addition & 1 deletion planning/.convention-version
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@@ -1 +1 @@
1.1.0
2.0.0
71 changes: 43 additions & 28 deletions planning/README.md
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Expand Up @@ -18,25 +18,22 @@ repo-local.
**1. Choose a lane — first matching rule wins:**

1. Any of: needs design judgment · new file/module · public-API change ·
cross-cutting or multi-file · non-trivial test design → **Full**
(`design.md` + `plan.md`)
cross-cutting or multi-file · non-trivial test design → **Full** (design template)
2. Purely mechanical: typo · dep bump · linter/formatter/CI tweak ·
mechanical rename · single-line config → **Tiny** (no bundle, conventional
mechanical rename · single-line config → **Tiny** (no change file, conventional
commit)
3. Small-but-real, none of the above: ≲30 LOC net · ≤2 files · no new file ·
no public-API change · one straightforward test → **Lightweight**
(`change.md`)
no public-API change · one straightforward test → **Lightweight** (change template)

Ambiguous between two? Take the heavier. A `change.md` that outgrows its lane
splits into `design.md` + `plan.md`.
Ambiguous between two? Take the heavier. A lightweight change file that outgrows its lane is rewritten from the design template.

**2. Create the bundle** (Full / Lightweight only):
`planning/changes/YYYY-MM-DD.NN-<slug>/`, where `.NN` is a zero-padded
intra-day counter. Copy the matching template from
**2. Create the change file** (Full / Lightweight only):
`planning/changes/YYYY-MM-DD.NN-<slug>.md`, where `.NN` is a zero-padded
intra-day counter — copied from the matching template (design or change) in
[`_templates/`](_templates/).

**3. Ship in the implementing PR:** hand-edit the affected
`architecture/<capability>.md`, finalize the bundle's `summary:` to the
`architecture/<capability>.md`, finalize the change file's `summary:` to the
realized result, and run `just check-planning` before pushing.

## Conventions
Expand All @@ -52,14 +49,14 @@ realized result, and run `just check-planning` before pushing.
- **`architecture/` (repo root) — the present.** One file per capability, plus
a single `glossary.md` (the ubiquitous language); living prose, updated in the
same PR that ships the change. The truth home.
- **`planning/changes/` — the past-and-pending.** One folder per change,
- **`planning/changes/` — the past-and-pending.** One file per change,
kept in place after ship.

A change **promotes** its conclusions into the affected
`architecture/<capability>.md` by hand **in the implementing PR, alongside the
code** — the edit rides in the same diff and is reviewed with it, never applied
as a separate post-merge step. That hand-edit is what keeps `architecture/`
true; the bundle stays in `changes/` as the *why*.
true; the change file stays in `changes/` as the *why*.

### Glossary

Expand All @@ -81,9 +78,9 @@ Keep it a glossary, not a spec — no implementation detail. A change that
introduces or sharpens a term updates `glossary.md` in the same PR, the same way
a behavior change promotes into a capability file.

### Change bundles
### Change files

A change is a folder `changes/YYYY-MM-DD.NN-<slug>/`:
A change is a file `changes/YYYY-MM-DD.NN-<slug>.md`:

- `YYYY-MM-DD` — proposal date; `.NN` — zero-padded intra-day counter
(`.01`, `.02`, …) that breaks same-date ties so the timeline sorts stably.
Expand All @@ -92,25 +89,44 @@ A change is a folder `changes/YYYY-MM-DD.NN-<slug>/`:
`summary` is written when the change is created (the intent one-liner) and
**finalized at ship** to state the realized result — set in the implementing
PR, alongside the code and the `architecture/` promotion. No post-merge
bookkeeping, no folder move. `date` and `slug` are never written — they are
read from the bundle's directory name.
bookkeeping, no file move. `date` and `slug` are never written — they are
read from the file name.

### Three lanes

| Lane | Artifacts | Use when |
|------|-----------|----------|
| **Full** | `design.md` + `plan.md` | design judgment; new file/module; public-API change; cross-cutting/multi-file; non-trivial test design |
| **Lightweight** | `change.md` | small-but-real: ≲30 LOC net, ≤2 files, no new file, no public-API change, single straightforward test |
| **Full** | one change file from the design template | design judgment; new file/module; public-API change; cross-cutting/multi-file; non-trivial test design |
| **Lightweight** | one change file from the change template | small-but-real: ≲30 LOC net, ≤2 files, no new file, no public-API change, single straightforward test |
| **Tiny** | none — conventional commit | typo, dep bump, linter/formatter/CI tweak, mechanical rename, single-line config |

Heavier lane wins on ambiguity. A `change.md` that outgrows its lane splits
into `design.md` + `plan.md`.
Heavier lane wins on ambiguity. A lightweight change file that outgrows its lane is rewritten from the design template.

### Plans are ephemeral

The executable plan — task checklists, embedded code, commit sequences,
whatever the executor needs — is a working artifact, not history. Keep it out
of `changes/` and out of version control (git-ignored scratch, e.g.
`.superpowers/`). Once the change ships, the diff and the PR are the record
of execution; a committed plan duplicates them. `check-planning` rejects
anything in `changes/` that is not a flat change file.

### Lean specs

The change file is the single home of a change's rationale:

- The PR body summarizes and links to the change file — it never restates it.
- Rejected alternatives live in `decisions/` and are referenced, not retold.
- Show a sketch when the design needs code; never the full diff-to-be.
- Delete template sections that don't apply — an empty section is ceremony.
- Most designs fit well under ~700 words; length must buy information.

### Artifacts at a glance

- **`design.md`** — the spec: the *thinking* (why, design, trade-offs, scope).
- **`plan.md`** — the plan: the *sequencing* (the executor's task checklist).
- **`change.md`** — both, condensed, for the lightweight lane.
- **design template** — the spec: the *thinking* (why, design, trade-offs,
scope); the change file it produces is the single home of rationale (see
[Lean specs](#lean-specs)).
- **change template** — the condensed spec for the lightweight lane.
- **`releases/<semver>.md`** — per-release user-facing notes.
- **`audits/<date>-<slug>.md`** — findings from a code/docs/bug-hunt sweep;
spawns fix changes.
Expand All @@ -124,11 +140,10 @@ Templates live in [`_templates/`](_templates/).

### Frontmatter

`date` and `slug` are **derived from the directory / file name** — never
`date` and `slug` are **derived from the file name** — never
repeated in frontmatter. So:

- `design.md` / `change.md`: `summary` (single line) only.
- `plan.md`: **no frontmatter** — its identity is the bundle directory.
- `changes/*.md`: `summary` (single line) only.
- `decisions/*.md`: `status` (accepted|superseded), `summary`, and optional
`supersedes` / `superseded_by`.
- Files in `architecture/` carry **no** frontmatter — living prose, dated by git.
Expand All @@ -140,7 +155,7 @@ only field the index renders.
## Index

Run `just index` to print the change/decision index (newest-first) to stdout;
`just check-planning` validates bundle and decision shape (wired into
`just check-planning` validates change and decision shape (wired into
`just lint-ci`).

## Other
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4 changes: 2 additions & 2 deletions planning/_templates/change.md
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Expand Up @@ -5,8 +5,8 @@ summary: One line — shown in the generated index. Written at creation; finaliz
# Change: One-line capitalized title

**Lane:** lightweight — ≲30 LOC net, ≤2 files, no new file, no public-API
change, a single straightforward test. If it outgrows this, split into
`design.md` + `plan.md`.
change, a single straightforward test. If it outgrows this, rewrite it from
the design template.

## Goal

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34 changes: 12 additions & 22 deletions planning/_templates/design.md
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Expand Up @@ -4,6 +4,10 @@ summary: One line — shown in the generated index. Written at creation; finaliz

# Design: One-line capitalized title

<!-- The single home of this change's rationale: the PR body summarizes and
links here, never restates. Delete any section that doesn't apply — an empty
section is ceremony. Most designs fit well under ~700 words. -->

## Summary

One paragraph. What changes, at the level a reader needs to decide if this
Expand All @@ -12,37 +16,23 @@ spec is worth reading in full.
## Motivation

Why now. What is broken or missing. Concrete observations / numbers, not
abstract complaints. Link to memory entries or earlier specs when relevant.

## Non-goals

What is deliberately out of scope and (when nontrivial) why. Each item is
a sentence; one line each.
abstract complaints.

## Design

### 1. <First piece>

What changes, in enough detail that a reader who has not seen the codebase
can follow. Code samples / diagrams welcome.
can follow. Sketches and interface fragments welcome; never the full
diff-to-be. Reference rejected alternatives in `decisions/` instead of
retelling them.

### 2. <Second piece>

...

## Operations

Out-of-repo steps (DNS, infra, external account changes). Omit if none.

## Out of scope
## Non-goals

Already covered above under Non-goals if appropriate. Repeat-list of
explicitly-excluded follow-ups belongs here when the list is long.
What is deliberately out of scope and (when nontrivial) why. One line each.

## Testing

How we know it landed correctly. New pytest? Smoke check on live URL?
Lint pass? Be specific.
How we know it landed correctly. Be specific: the command and the expected
signal.

## Risk

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46 changes: 0 additions & 46 deletions planning/_templates/plan.md

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