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14 changes: 7 additions & 7 deletions CLAUDE.md
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Expand Up @@ -68,29 +68,29 @@ Capability index (all of `architecture/`):

Recent design context, bugs, and rationale: bug-audit findings in
`planning/audits/`, post-work reflections in `planning/retros/`, and the audit
arcs bundled under `planning/changes/`. The full extras matrix is
`[project.optional-dependencies]` in `pyproject.toml`.
arcs recorded as change files under `planning/changes/`. The full extras
matrix is `[project.optional-dependencies]` in `pyproject.toml`.

## Workflow

Planning uses the portable two-axis convention: `architecture/` (repo root) is
the living truth home and promotion target; `planning/changes/` holds the
per-change bundles. **Start at the
per-change files. **Start at the
[Quick path](planning/README.md#quick-path-start-here)** in
[`planning/README.md`](planning/README.md) to choose a lane (Full / Lightweight /
Tiny), create a bundle, and ship — that file is the authoritative spec, with
Tiny), create a change file, and ship — that file is the authoritative spec, with
copy-and-fill starters in [`planning/_templates/`](planning/_templates/). Run
`just check-planning` to validate bundles and `just index` to print the listing.
`just check-planning` to validate changes and `just index` to print the listing.

Repo-local notes:

- Design docs and plans live under `planning/`, **not** under `docs/`, so the
mkdocs site excludes them automatically. When superpowers skills default to
`docs/superpowers/specs/` or `docs/superpowers/plans/`, use the change bundle
`docs/superpowers/specs/` or `docs/superpowers/plans/`, use a change file
under `planning/changes/` instead.
- `summary` is finalized at ship to state the realized result, in the
implementing PR alongside the code and the `architecture/` promotion — no
post-merge bookkeeping, no folder move.
post-merge bookkeeping, no file move.

## Code style

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2 changes: 1 addition & 1 deletion Justfile
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Expand Up @@ -21,7 +21,7 @@ lint-ci:
index:
uv run python planning/index.py

# Validate planning bundles + decisions; CI runs this.
# Validate planning changes + decisions; CI runs this.
check-planning:
uv run python planning/index.py --check

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2 changes: 1 addition & 1 deletion planning/.convention-version
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@@ -1 +1 @@
1.0.0
2.0.0
111 changes: 88 additions & 23 deletions planning/README.md
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Expand Up @@ -4,30 +4,77 @@ Specs, plans, and change history for `lite-bootstrap`. The living truth
about *what the system does now* lives in [`architecture/`](../architecture/)
at the repo root; this directory records *how it got there*.

## Quick path (start here)

> The fast lane for making a change. The full reference is in
> [Conventions](#conventions) below — read it only when this isn't enough.

**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 template)
2. Purely mechanical: typo · dep bump · linter/formatter/CI tweak ·
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 template)

Ambiguous between two? Take the heavier. A lightweight change file that outgrows its lane is rewritten from the design template.

**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 change file's `summary:` to the
realized result, and run `just check-planning` before pushing.

## Conventions

> This section is the portable convention, sourced from the canonical repo
> This is the portable convention, sourced from the canonical repo
> [`lesnik512/planning-convention`](https://github.com/lesnik512/planning-convention)
> (applied version in [`.convention-version`](.convention-version)). To update
> it, run that repo's `APPLY.md` flow. The generated change index (`just index`)
> and the `## Other` pointers below are repo-local.

### Two axes, never mixed

- **`architecture/` (repo root) — the present.** One file per capability,
living prose, updated in the same PR that ships the change. The truth home.
- **`planning/changes/` — the past-and-pending.** One folder per change,
- **`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 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

`architecture/glossary.md` is the project's **ubiquitous language** — one page
defining the domain terms that code, specs, and capability pages all share. Like
the capability files beside it, it is living prose with **no frontmatter**, dated
by git, and authored lazily: it appears when the first term is worth pinning down.

Each entry is a term, a one-or-two-sentence definition of what it *is* (not what
it does), and an optional `_Avoid_:` line naming the synonyms to reject:

### Change bundles
```md
**Timer**:
A scheduled future delivery, identified by a timer id.
_Avoid_: job, task, alarm
```

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

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 @@ -36,43 +83,61 @@ 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.
- **`decisions/<YYYY-MM-DD>-<slug>.md`** — one file per design decision taken
(especially options *rejected*), each with a revisit trigger, so reviews don't
re-litigate them; listed by `just index`.
- **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.
- **`retros/<date>-<slug>.md`** — what we learned after a body of work.
- **`deferred.md`** — real-but-unscheduled items, each with a revisit trigger.
- **`decisions/<YYYY-MM-DD>-<slug>.md`** — one file per design decision taken
(especially options *rejected*), each with a revisit trigger; listed by
`just index`.

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 @@ -85,7 +150,7 @@ only field the index renders.

The listing is **generated**, not maintained — run `just index` to print it:
changes flat, newest-first, then decisions newest-first. The frontmatter in
each bundle / decision file is the single source of truth; there is no
each change / decision file is the single source of truth; there is no
committed copy to drift.

## 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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15 changes: 15 additions & 0 deletions planning/_templates/glossary.md
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@@ -0,0 +1,15 @@
# Glossary

The project's ubiquitous language — the domain terms that code, specs, and
capability pages share. Living prose, no frontmatter, dated by git. Each entry is
a term, what it *is* (not what it does), and the synonyms to avoid. No
implementation detail; this is a glossary, not a spec.

**Term**:
A one-or-two-sentence definition of what it is.
_Avoid_: rejected-synonym, another-one

**Another term**:
Define what it is, tightly. Group related terms under `##` subheadings when
natural clusters emerge; a flat list is fine when they don't.
_Avoid_: …
46 changes: 0 additions & 46 deletions planning/_templates/plan.md

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