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47 changes: 26 additions & 21 deletions PLANS.md
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Expand Up @@ -3,7 +3,7 @@
<!-- engineering-workflow:upgrade-plan:start -->
## Active Plan: Engineering Workflow Upgrade 0.9.8

Status: active
Status: ready_for_closure
Owner: root
Last Updated: 2026-09-23
plan_schema_version: 2
Expand All @@ -28,7 +28,7 @@ direct_execution
| REQ-001 | Full migration plan is the first target write. | engineering-workflow contract | WQ-01 | Plan schema validates. | done |
| REQ-002 | Workflow owners, instruction graph, archive indexes, and manifest reach 0.9.8 while preserving protected prose. | migration report | WQ-02 | Instruction and plan checks pass; marker-only protected changes are reviewed. | done |
| REQ-003 | Runtime agent configuration follows the explicit selection. | user invocation | WQ-03 | Config and generated profiles parse and name available GPT-6 models. | done |
| REQ-004 | Deliver the migration through the protected v0.11.1 feature PR. | user request | WQ-04 | Exact-head CI and reviewed merge complete. | in_progress |
| REQ-004 | Deliver the migration through the protected v0.11.1 feature PR. | user request | WQ-04 | Exact-head CI and reviewed merge complete. | done |

### Explicit Non-Goals

Expand Down Expand Up @@ -58,7 +58,7 @@ direct_execution
- [x] WQ-01 — Materialize this full plan for REQ-001 as the first write. `done`
- [x] WQ-02 — Apply and validate canonical workflow/manifest changes for REQ-002. `done`
- [x] WQ-03 — Preserve or structurally merge runtime configuration for REQ-003. `done`
- [ ] WQ-04 — Deliver the reviewed migration with the v0.11.1 feature PR for REQ-004. `in_progress`
- [x] WQ-04 — Deliver the reviewed migration with the v0.11.1 feature PR for REQ-004. `done`

### Locked Decisions

Expand All @@ -73,28 +73,28 @@ direct_execution

### Latest Validation Results

- 2026-09-23: instruction contract v3 and archive/plan checks pass; all new TOML profiles parse. Repository public-content gate passed in the first full quality run; the full Python suite had one obsolete wording assertion, which was corrected and its owning module passed. The migration upgrader's broad privacy scan returned a hard block on pre-existing source/fixture categories; the user authorized a one-time manual migration. Publication secret gates remain required.
- 2026-09-23: instruction contract v3 and archive/plan checks pass; all new TOML profiles parse. Repository public-content and Gitleaks gates passed. Protected PR #216 passed exact-head CI and merged as 0b589f0; its development TestPyPI workflow 35831251267 succeeded. The migration upgrader's broad privacy scan returned a hard block on pre-existing source/fixture categories; the user authorized a one-time manual migration. Publication secret gates remain required.

### Risks And Recovery

- Risk: partial migration. Recovery: restore captured file snapshots in reverse mutation order and record the exact failure.

### Resume Point

- Complete WQ-04 by reviewing the aggregate diff, passing applicable gates, and merging the exact-head protected feature PR. Continue v0.11.1 delivery from the release plan below.
- Migration requirements are complete. Preserve this plan until the v0.11.1 release PR reconciles the active plan into execution history; continue at the first unfinished release work item below.

### Plan Fidelity Check

- [x] Outcomes, source URL, invocation decision, constraints, queue, validation, recovery, and resume state are preserved without compression.

### Reconciliation Check

- [ ] Requirements, queue, validation, working tree, manifest, and statuses agree; completed text has no stale next-work state.
- [x] Requirements, queue, validation, working tree, manifest, and statuses agree; completed text has no stale next-work state.

### Closure Gate

- [ ] Every requirement and queue item is terminal, validation is current, and no promoted backlog or index state is stale.
- [ ] Resume Point contains no unfinished in-scope work and compact closure can be applied atomically.
- [x] Every migration requirement and queue item is terminal, validation is current, and no promoted backlog or index state is stale.
- [x] Resume Point contains no unfinished migration work; closure will accompany release-plan reconciliation.

### Post-Close Delivery

Expand Down Expand Up @@ -148,8 +148,10 @@ activation as the first slice of the same protected feature PR.

### Inputs and boundaries

Issue #214 and milestone v0.11.1; failed qualification runs 35609962907 and
35728150883; docs/release.md and docs/development.md own lifecycle/validation.
Issues #214, #217, and #218 in milestone v0.11.1; failed historical qualification
runs 35609962907 and 35728150883; successful bounded run 35831453766 owns
adjacent v1.12.8–v1.12.9 evidence. docs/release.md and docs/development.md own
lifecycle/validation.
Trust inputs: registry and GitHub metadata, downloaded assets, hashes, installed
package metadata, OCR binary behavior and receipt recovery state. Preserve
closed schemas, bounded acquisition, exact reviewed commits and fail-closed
Expand All @@ -164,10 +166,13 @@ publication; never replace already-published versions or immutable assets.
pause starts 2026-10-01 UTC while manual dispatch remains available.
3. Done locally: official recipe and real installed-artifact helper/probes,
including a negative clean-install control.
4. Root: finish aggregate review and applicable local gates;
signed commits, staged/tree/history Gitleaks, draft feature PR and CI.
5. Root: merge, verify dev CI, bounded hosted qualification and promotion PR;
prepare/merge draft release PR, monitor CI publication, reconcile closure.
4. Done: aggregate review, signed feature commit, Gitleaks, draft PR #216,
exact-head CI, protected merge 0b589f0, and successful development workflow
35831251267.
5. Current: inspect compatible evidence from hosted run 35831453766 and
adjacent source; prepare and merge a protected OCR promotion PR for issues
#217 and #218. Then prepare/merge draft release PR, monitor CI publication,
and reconcile closure.

### Validation and efficiency

Expand All @@ -188,11 +193,11 @@ requires human source review, not a weaker qualification gate.

### Current state and resume

Implementation is in the working tree on a branch from current main. Focused
qualification, release, installation-contract and documentation tests passed;
the clean negative install passed. Full quality reached the suite with 1780
passes and one obsolete workflow-order assertion, corrected and checked in its
owning module. Instruction contract v3 and plan/archive checks pass. Next safe
action: finish final scoped review/lint, Gitleaks and signed feature commit,
then push one feature branch and open its draft PR. User has authorized
Feature implementation is merged into current main as 0b589f0; all protected
feature checks passed and development publication succeeded. Hosted OCR evidence
for 1.12.8 and 1.12.9 is compatible with a human-review-required chain; adjacent
source review found consumed F# Rules/selection and exclusion changes, with no
additional toolkit adaptation indicated. Next safe action: on the new branch
from main, promote the exact reviewed evidence and pins, include the Rules
changelog, then review/test and open its protected draft PR. User has authorized
ready/merge/publication after gates; no separate draft approval pause.
1 change: 1 addition & 0 deletions changelog.d/217.maintenance.md
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Target checksum-verified Open Code Review 1.12.9 after qualifying 1.12.8 through 1.12.9.
1 change: 1 addition & 0 deletions changelog.d/218.rules.md
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The recommended OCR 1.12.9 now reviews F# source, signature, and script files with built-in F# Rules. OCR also excludes F# files matching `*Test.fs` and more dependency and generated-output paths by default; review coverage follows those upstream selections.
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