Files
msd-core/docs/adr/3180-planning-semantic-model-single-owner.md
Tom Boucher 342590c70e refactor(#3184): milestone windowing has one owner and a decidable failure signal (#3209)
* test(#3184): failing-first milestone-window single-owner suite

Covers the 50 input classes in the phase test matrix: scope classification
(genuinely-empty vs truncated vs unscoped vs unreadable), the section-end
owner's level boundaries, consumer-output identity per ADR-3180 Decision 4(c),
the milestone.complete refusal with negative proof that no directory moved,
the version-token boundary defect, drift-guard behavior, and three fast-check
properties over document-shaped generators.

Committed alone so the remote runner records the failure before the fix lands.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_015kfkRFNUESoBspUYcAQaT3

* refactor(#3184): milestone windowing routes through one owner

Three copies of the milestone section-end walk lived in roadmap-parser.cts —
two distinct computeSectionEnd function nodes plus an inline third in
getMilestonePhaseFilter's versionOverride branch. computeMilestoneSectionEnd is
now the sole owner and the other two are deleted, not kept in sync by comment.

The whole-repo drift guard found what the epic did not: state.cts held three
more re-derivations of the same vocabulary — two byte-identical milestone
bounding checks carrying a defect neither reported copy has (no boundary after
the version token, so v2.0 matched inside v2.0.1), and a milestone-sectioning
predicate. All three route through the owner now.

A composition-level duplicate appeared inside this change's own first pass:
getMilestonePhaseFilter and cmdMilestoneComplete each re-assembled a window out
of the owner's primitives, and had already diverged on whether to skip a closed
milestone heading. sliceMilestoneWindow is the one composition.

Windows now carry the ADR-3180 SCOPE discriminator, so a truncated window is
distinguishable from a genuinely empty milestone — those were output-identical,
which is the whole failure class. roadmap analyze emits it (#3165), and
milestone complete refuses to archive on anything but COMPLETE rather than
pass-all moving every phase directory on disk (#3166). The pass-all degrade is
preserved where its premise holds: making the filter deny-all would trade a
silent over-inclusive answer for a silent under-inclusive one on the read paths
that count with it.

extractCurrentMilestone keeps its signature — 200+ affected symbols across 41
files and 25 process flows — and is a one-line wrapper over the scoped owner.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_015kfkRFNUESoBspUYcAQaT3

* fix(#3184): fence-aware phase detection and one heading-selection owner

Review fixes from the two orthogonal passes.

The blocker: hasPhaseEntries matched ATX phase headings fence-aware via
tokenizeHeadings but tested the #2199 bullet form against un-stripped markdown,
so a fenced EXAMPLE of the bullet syntax counted as a real phase. A genuinely
empty milestone then classified TRUNCATED and milestone complete refused a
legitimate archive — a false positive in the destructive direction, worse than
the defect this phase set out to fix. Both that path and getMilestonePhaseFilter
own pre-existing bullet scan now run on stripFencedCode, since leaving one meant
the owner file gave two different answers to the same question.

The selection rule — locate, prefer the non-closed heading, else the first — had
been written three more times inside the file whose thesis is single ownership.
selectMilestoneHeading owns it; all three sites route through it. The copies were
behaviorally identical, so this is de-duplication with no observable change,
verified by probing that all three paths select the same heading.

roadmap analyze emitting a scope no consumer read left #3165's actual symptom
alive, so Route 0 in next.md now treats a non-complete scope as scan-failed
rather than as a clean empty scan, and the ADR amendment no longer overstates
what shipped.

Also: the scope refusal moved above the archive-directory create, so a refusal
leaves nothing on disk; the versionOverride comment names all four consumers;
COMMANDS.md documents the new guard beside its sibling.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_015kfkRFNUESoBspUYcAQaT3

* test(#2658): exclude the changelog from the malformed-path scan

The gate walks every emitted .md/.js/.cjs file in an installed tree and asserts
none contains `.claude/.trae/rules` or `.trae/.trae/rules`. CHANGELOG.md ships
into that tree, and its #2658 entry quotes both malformed paths while describing
the fix that removed them — so the release note documenting the fix trips the
fix's own regression test. Red on next before this branch.

The installer is correct: a probe over a real --trae --local install found 621
emitted files, exactly one hit, and it was gsd-core/CHANGELOG.md. The scan scope
was the defect, not the product.

Excluded by exact relative path rather than by loosening the patterns or skipping
all markdown — the emitted agent and command markdown is precisely what #2658 was
about, so the gate stays strong everywhere it matters.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_015kfkRFNUESoBspUYcAQaT3

* test(#3184): regenerate install-tree fixtures for the shared drift scanner

scripts/lib/ ships in the npm package and installer, so extracting the shared
tree-walk into scripts/lib/drift-scan.cjs adds one path to every runtime's
install tree. Regenerated via npm run gen:install-tree; the delta is exactly
that one path per fixture.

The two drift guards themselves do not ship (scripts/lint-*.cjs is excluded),
so only the extracted library moves. This matches the existing
scripts/lib/allowlist-ratchet.cjs precedent, which is likewise a lint-only
helper carried in the shipped tree.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_015kfkRFNUESoBspUYcAQaT3

* fix(#3184): restore the #730 sub-milestone boundary and narrow the refusal

The remote runner caught two regressions this branch introduced. Both were mine,
and neither review pass found them — only running the existing suite did.

The version-token boundary. I replaced locateMilestoneHeadings' \b with
(?![\w.-]), reasoning that v2.0 matching inside v2.0.1 was the same defect #2562
fixed in isMilestoneShippedInRoadmap. It is not the same question. A milestone
state of v8.0 legitimately selects the '## v8.0-B' sub-milestone section over a
closed v8.0-A sibling (#730), and \b is what allows it while the stricter
boundary forbids it — nine tests in roadmap-phase-fallback said so. Reverted to
\b; the state.cts consolidation is now a straight merge with no behavior change,
and the v2.0/v2.0.1 ambiguity is left exactly as it was. The ADR amendment and
the design doc no longer claim otherwise.

The refusal scope. I refused whenever the window was not COMPLETE, but #3166 is
about the TRUNCATED window specifically — the heading is found and the section
closes before the phase region, so pass-all archives everything. UNREADABLE and
UNSCOPED are pre-existing, legitimately handled states, and refusing on them
broke 'handles missing ROADMAP.md gracefully' and three archive tests. Narrowed
to TRUNCATED; docs corrected to match.

One of the new tests was also wrong: its fixture gave the shipped and current
milestones' phases the same numeric id, and the filter matches on that id, so it
could not have distinguished the two windows. Fixture corrected to exercise what
it claims to.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_015kfkRFNUESoBspUYcAQaT3

* fix(#3184): enumerate drift-scan.cjs for uninstall

The installer copies scripts/lib/ wholesale, but uninstall removes an explicit
set — deliberately, so a user's own helpers in that directory survive. The
extracted drift-scan.cjs was copied in and never enumerated, so it outlived
uninstall, left the directory non-empty, and the rmdir that follows failed.

Added to GSD_SCRIPTS_LIB_FILES, following allowlist-ratchet.cjs, which is
likewise a lint-only helper that ships there and is enumerated. Verified with a
real install-then-uninstall into a temp target: scripts/lib/ held exactly the
three GSD files and was gone afterwards.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_015kfkRFNUESoBspUYcAQaT3

* test(#3184): assert install and uninstall agree on scripts/lib and scripts/changeset

Found while shipping this phase, and fixed here rather than noted.

install() copies scripts/lib/ and scripts/changeset/ into the target WHOLESALE —
the comment at the copy site literally says "and any future lib helpers".
uninstall() removes them by hardcoded enumeration, deliberately, so a user's own
helpers in those directories survive. A wholesale writer paired with an
enumerated remover cannot stay in sync by construction: any file added to either
directory ships to every user and is then orphaned in their repo forever, since
it survives uninstall, leaves the directory non-empty, and the rmdir that follows
fails. Nothing reported this. 31,225 tests were green over it.

That is the same divergence class this epic exists to delete, sitting in the
installer, so it gets the same remedy CLAUDE.md prescribes for it: a parity
assertion that fails the moment the two surfaces disagree. The test compares each
directory's real contents against its enumeration and names the offending file
plus the constant to add it to.

Both enumerations are hoisted to module scope and exported, so the test asserts
on the actual arrays rather than pattern-matching the installer's source — no
allow-test-rule annotation needed. Proven non-vacuous both ways: empty diff on
the current tree, correct report when an unenumerated file is injected.

scripts/changeset/ turned out to carry the identical defect and is covered too.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_015kfkRFNUESoBspUYcAQaT3

* chore(#3184): backfill changeset PR number

Also narrows the wording to match the shipped behavior: the refusal fires on a
truncated window specifically, not on any non-complete scope.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_015kfkRFNUESoBspUYcAQaT3

---------

Co-authored-by: sim <sim@local>
Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-08 09:50:35 -04:00

34 KiB
Raw Blame History

ADR-3180: Planning Semantic Model — Single Owner per Derivation

  • Status: Accepted (Phase 0 — ADR only; locks the contract Phases 1–5 execute against. No production code lands in this PR.)
  • Date: 2026-08-07
  • Issue: #3180 is the scope authority (epic + approved-enhancement + type: chore), which is why this ADR carries its number. #3182 is the Phase-0 tracking sub-issue this PR closes — the epic stays open until the final phase merges. This follows ADR-3128, whose filename likewise tracks its scope-authority issue while its PR referenced a separate docs sub-issue.
  • Supersedes: nothing
  • Relationship to prior work: extends ADR-2121, which consolidated phase-identifier syntax and proved the mechanism (scripts/lint-phase-id-drift.cjs reports 0 independent re-derivations). This ADR applies the same mechanism one layer up, to the semantics of the .planning/ model. Distinct from #1879 (absent-vs-corrupt across I/O read paths), #2143 (the document-parsing layer beneath), and #3051 (why the suite did not catch these).

Symbol names are the durable anchors throughout. Line references, where given, are as of next @ cbd180c5c and will drift.

Context

ADR-2121 consolidated what a phase is called. Nothing consolidated which phases exist, which milestone owns them, which are done, and how many plans are live. Those derivations are re-implemented independently at every call site.

The divergent surface

In every row a correct implementation already exists beside the broken one. These are not gaps in knowledge; they are fixes that landed on one copy.

Derivation Copies Canonical (correct) Divergent
Milestone windowing 3 currentMilestoneRawRanges::computeSectionEnd — the only copy carrying a "keep in sync" comment extractCurrentMilestone::computeSectionEnd; an undocumented inline copy in getMilestonePhaseFilter's versionOverride branch
Phase enumeration 4 cmdRoadmapAnalyze — scopes via extractCurrentMilestone and filters sentinels cmdProgressRender, cmdStats, cmdPhasesList
Phase completion 2, disagreeing cmdPhaseComplete — calls readVerificationStatus unconditionally buildPhaseCompletionProjection — gates it behind planCount > 0
Live-plan counting 3 scanPhasePlans — excludes status: superseded (#2349) cmdFindPhase; findPhaseInternal/searchPhaseInDir
State field extraction 2+ stateExtractField consumers carrying the #1760 fallback chain cmdStateValidate; cmdStateCompletePhase's idempotency guard

The milestone-windowing duplication is verifiable structurally, not just textually: roadmap-parser.cts contains two distinct computeSectionEnd function nodes — extractCurrentMilestone::computeSectionEnd and currentMilestoneRawRanges::computeSectionEnd — separate definitions with separate call sites, not one function referenced twice.

The failure mode that hides all of it

Every divergent path returns a well-formed, plausible value. None throws, none logs, none returns a sentinel a caller can branch on — the failure and the success are output-identical:

Path Returns on failure
extractCurrentMilestone, truncated window phases: [], phase_count: 0, no error
getMilestonePhaseFilter, empty result a pass-all filter → archives every phase dir on disk
cmdStateValidate {valid: true, warnings: [], drift: {}}, unconditionally
aggregate percent 100 while plans are outstanding
buildPhaseCompletionProjection not_required, ignoring a real passing *-VERIFICATION.md

This is why 13 of the 14 defects in the 2026-08-07 sweep were found by a contributor dogfooding downstream rather than by the suite: a test asserting "returns a number" or "does not throw" passes against every row above.

The derivations are one coupled cluster

get_impact(extractCurrentMilestone, direction=both, depth=10) against next @ cbd180c5c returns risk CRITICAL — 200 affected symbols with total_affected_is_lower_bound: true and truncated: true, spanning 43 distinct affected_files and 24 affected_processes. The counts are depth- and truncation-sensitive: a shallower query returns fewer files and is not a contradiction. Every symbol this epic names sits inside that single blast radius.

Symbol Rating Direct callers
extractCurrentMilestone CRITICAL 20
stateExtractField high 20
scanPhasePlans medium 11
getMilestonePhaseFilter medium 10
buildPhaseCompletionProjection low 3

This bounds the decomposition: the phases are stacked and sequential, never parallel, because a parallel phase would edit symbols inside a sibling's radius.

Correction to #3180's text. The epic states stateExtractField has "five call sites." find_symbol reports 20 direct callers. Phase 5's call-site sweep must be driven from the graph, not from that count.

The hypothesis is falsifiable, and it held twice

Predicted: fixes land on one copy while siblings stay broken. Confirmed — #1760 fixed 3 of 5 stateExtractField sites; #3165's fix provably does not reach #3166's inline copy.

Predicted: new readers arrive carrying new copies. Confirmed — cmdPhasesList was found during triage as a fourth unscoped phasesDir reader that no issue had reported.

Per CONTRIBUTING.md: One issue = one ADR-or-PRD = one PR. This ADR is that one file. It ships no production code.

Decision

Give each semantic derivation a single canonical owner, enforced mechanically the way ADR-2121 enforced identifier syntax, and give every derivation a distinguishable failure signal instead of a plausible default. Six decisions, locked below.

1. One canonical owner per derivation; the duplicates are DELETED

The surviving owner per derivation:

Every owner is named, with a locked module and signature. Phases consume them verbatim.

Derivation Canonical owner (module · symbol) Deleted
Milestone windowing src/roadmap-parser.cts · currentMilestoneRawRanges::computeSectionEnd, lifted to a module-level export computeMilestoneSectionEnd extractCurrentMilestone::computeSectionEnd; the getMilestonePhaseFilter versionOverride inline copy
Phase enumeration src/phase-locator.cts · listMilestonePhaseDirs (new export; the Phase Locator Module already owns on-disk phase discovery) the direct phases-dir reads in cmdProgressRender, cmdStats, cmdPhasesList; the nested cmdRoadmapAnalyze::isSentinelPhase closure
Phase completion src/verification.cts · isPhaseComplete (new export, sited beside readVerificationStatus, which it wraps) the planCount > 0 gate in buildPhaseCompletionProjection
Live-plan counting src/plan-scan.cts · scanPhasePlans filename re-derivation in cmdFindPhase, findPhaseInternal/searchPhaseInDir
State field extraction src/state-document.cts · stateExtractField carrying the #1760 fallback chain per-site re-derivation at all remaining call sites

Locked signatures for the two new owners (ScopedResult<T> is defined in Decision 2):

listMilestonePhaseDirs(roadmapContent: string, phasesDir: string, deps?): ScopedResult<string[]> Applies the milestone window and the sentinel filter in that order, and returns the surviving phase directory names. The sentinel predicate delegates to the existing canonical isSentinelPhaseId in src/phase-id.cts — it does not re-implement the nested cmdRoadmapAnalyze::isSentinelPhase closure, which is itself a sixth instance of this epic's divergence class and is deleted by Phase 3.

isPhaseComplete(phaseDir: string, deps?): ScopedResult<{ complete: boolean; verification: VerificationStatus }> The single predicate for both the read path (buildPhaseCompletionProjection) and the write path (cmdPhaseComplete). It calls readVerificationStatus unconditionally — there is no plan-count precondition. A phase with zero plans and a passing *-VERIFICATION.md is complete.

Deleted, not kept in sync by comment. The "keep in sync" comment on the canonical windowing copy is already in place and already failed; it is evidence the risk was known, not that it was controlled.

Rejected: keeping N copies with a parity assertion test. A parity test proves the copies agree today; it does not stop copy N+1, and cmdPhasesList demonstrates copy N+1 arriving unreported.

2. The shared result contract — PROVISIONAL, validated by Phase 1

Home module — locked. SCOPE and the ScopedResult<T> shape live in a new pure leaf module, src/planning-scope.cts, exporting nothing else. It follows the src/phase-id.cts precedent: pure, no Node built-ins, no config, no other core dependency, so every consumer above it can import it without a cycle. Phase 1 creates it.

Creating a new .cts module carries this repo's six-gate ripple — .gitignore, eslint config, docs/INVENTORY.md, the inventory manifest (regenerate after build:lib, never before, or modules are silently dropped), the CONTEXT.md Glossary — Domain modules and seams entry (a PR gate), and size:baseline. Phase 1 owns all six.

Every consolidated derivation returns a result carrying a scope discriminator drawn from a frozen enum:

const SCOPE = Object.freeze({
  COMPLETE:   'complete',    // computed over the whole intended input
  TRUNCATED:  'truncated',   // input window was cut short
  UNSCOPED:   'unscoped',    // ran without the scoping it required
  UNREADABLE: 'unreadable',  // input absent or unparseable
});

/** @typedef {{ value: T, scope: typeof SCOPE[keyof typeof SCOPE] }} ScopedResult */

ScopedResult<T> carries the derivation's own payload in value (an array for the list-shaped derivations, an object for isPhaseComplete, a nullable string for stateExtractField) plus the scope discriminator. Nothing else is added to the shape — a caller needing more asks for an amendment rather than widening it locally.

COMPLETE with zero items is a real answer — a freshly-declared milestone genuinely has no phases. TRUNCATED/UNSCOPED/UNREADABLE with zero items is a non-answer. Today those are the same value, and that identity is the epic.

The enum is frozen and asserted on directly (result.scope === SCOPE.TRUNCATED). It is not a message string: CONTRIBUTING.md § Prohibited: Raw Text Matching on Test Outputs requires a typed IR and forbids assert.match against rendered prose.

This contract is provisional until Phase 1 validates it. Phase 1 (live-plan counting) is the first and smallest real implementation. If the contract does not fit, this ADR is amended before Phase 2 begins — the contract is not worked around in code. Amendments are recorded in the Amendments section below. This is a deliberate Gall's Law concession: a five-derivation contract locked before a single consolidation exists is a design that has never met production.

Rejected: a boolean ok/degraded — rows TRUNCATED/UNSCOPED/UNREADABLE need three distinct caller responses, and a boolean recreates the collapse this epic removes. Rejected: throwing instead of returning a scope — these paths are read during normal progress rendering, and throwing converts a display degradation into a command failure.

3. Two-tier change policy (Hyrum's Law)

getMilestonePhaseFilter's pass-all degrade is documented in its own comment as deliberate and safe ("over-inclusive, never under-inclusive"). That is not an accidental behavior someone latched onto — it is a written promise. Changing it needs an explicit policy:

  • Tier 1 — internal function contracts (the five owners and their duplicates). Freely changed; duplicates deleted. The consumers are gsd-core's own call sites, enumerable from the graph. No deprecation cycle.

  • Tier 2 — observable command output. These reach downstream projects that cannot be enumerated. Every Tier-2 change requires an explicit breaking-change call-out in its PR, a .changeset/ fragment, and a docs/ update. The complete list, by phase:

    Phase Command surface Output change
    1 phase find (cmdFindPhase, findPhaseInternal/searchPhaseInDir) a phase whose plans are all status: superseded reports zero live plans, not a positive count
    2 roadmap analyze, roadmap get-phase a truncated window stops reporting phase_count: 0 as if it were a real empty; milestone complete stops pass-all archiving on a truncated window
    3 query progress, stats, phases list 999.* backlog directories no longer listed as current-milestone phases; aggregate percent stops reading 100 while plans are outstanding
    4 init manager a zero-plan phase with a passing *-VERIFICATION.md reports complete instead of not_required
    5 state validate reports invalid for genuinely invalid documents instead of unconditional valid: true

    This list is contingent on Decision 2's contract surviving Phase 1. If the contract is amended, this table is re-derived in the same amendment rather than inherited unchanged.

The pass-all degrade is preserved where it is correct (a genuinely-empty new milestone, scope: COMPLETE) and refused where it is destructive (a truncated window, scope: TRUNCATED). Decision 2's contract is what makes that distinction expressible; without it the code cannot tell the two apart, which is exactly why the degrade is dangerous today.

Phase 5 is the sharpest Tier-2 change in the epic: state validate moves from unconditionally valid: true to able to fail, which will surface pre-existing invalid STATE.md documents in downstream CI that currently passes. That is the intended outcome — a gate that cannot fail is worse than no gate — but it ships with an explicit warning.

4. The anti-divergence contract — structural guard PLUS behavioral identity test

Each derivation ships a scripts/lint-<derivation>-drift.cjs guard modelled on the five existing precedents (lint-phase-id-drift.cjs, lint-package-identity-drift.cjs, lint-shell-command-projection-drift.cjs, lint-table-schema-drift.cjs, check-alias-drift.cjs), reporting 0 independent re-derivations, plus a matching identity guard test.

Two constraints are locked, both consequences of Goodhart's Law — "0 re-derivations" is a measure about to become a target:

(a) Guards discover call sites by whole-repo scan, never by an allowlist of known files. An allowlist-driven guard measures "re-derivations in files we remembered to list." cmdPhasesList is the proof: a guard scanning only the three reported unscoped readers would have reported 0 while a fourth existed.

(b) The structural guard and the behavioral identity test are both required, and neither alone is sufficient. The lint is gameable by indirection — route a re-derivation through a wrapper, a differently-named local, or a test helper, and the count stays 0 while the divergence returns. The identity test is gameable the other way: it only covers the input shapes its author imagined, the fixture-provenance trap CONTRIBUTING.md §2371 already names. The lint is the output metric; the identity test is the outcome metric; Goodhart's prescribed defense is to pair them and never report either alone.

(c) The identity test asserts at the CONSUMER's output, not at the owner's return value. This closes the one bypass that defeats both (a) and (b) together: a consumer calls the canonical owner — satisfying the lint, since there is no re-implementation, and satisfying an owner-level identity test, since the owner is untouched — and then post-processes the result locally, e.g. re-applying its own "exclude superseded" pass after scanPhasePlans returns. Divergence is fully restored and both guards stay green.

Therefore each derivation's identity test compares each consumer's observable output against the canonical owner's result for the same input, and fails on any difference. Post-filtering a canonical result is then indistinguishable from re-deriving it, which is the correct equivalence: both produce a second answer to a question that is supposed to have one owner. Where a consumer legitimately needs a narrower set, it passes an argument to the owner — it does not filter the owner's output.

Rejected: a lint that asserts all sites match a golden regex — it enforces textual sameness, not single ownership, and cannot see semantic divergence (this is ADR-2121 Decision 1's rejected option (C), and it applies unchanged here).

5. Migration order — live-plan counting ships BEFORE milestone windowing

Locked order: Phase 1 (live-plan counting) → Phase 2 (milestone windowing) → Phase 3 (enumeration) → Phase 4 (completion) → Phase 5 (state field extraction).

Phase 1 before Phase 2 is not a preference. roadmap.analyze calls extractCurrentMilestone directly, so repairing the window repopulates Route 0's loop and converts #3164 from a silent no-op into a live misroute that re-executes a closed phase. The epic states the constraint as "#3165 must not ship ahead of #3164"; since Phase 2 is the #3165 repair, Phase 1 must precede it. This inverts the order the derivations are listed in #3180's own table.

Phase 3 follows Phase 2 because the enumeration owner must carry the window Phase 2 consolidates. Phases 4 and 5 are order-independent relative to each other but follow the cluster.

6. Scope boundaries

In scope: the five derivations above; their guards and identity tests; the scope contract; boundary coverage per CONTRIBUTING.md and at least one test per derivation asserting the path can fail.

Out of scope: any change to .planning/ on-disk formats; the document-parsing layer (#2143); the I/O-failure layer (#1879).

The child defects — stated precisely, because the epic's shorthand is ambiguous. #3180 says this epic "removes the class, it does not gate the instances." Does not gate means the epic does not wait on them and does not take responsibility for closing them. It does not mean the consolidation leaves their symptoms intact — several are subsumed as a direct consequence of giving the derivation one owner, because the divergent copy that produced the symptom ceases to exist:

Phase Subsumes Why unavoidable
1 #3164 routing the plan count through scanPhasePlans is the superseded-exclusion fix
2 #3165, #3166 deleting the divergent windowing copies removes both the truncated-window report and the pass-all archive degrade
3 #3167, #3161 one enumeration carrying the sentinel filter removes the backlog-dir listing and the 100-percent aggregate
4 #3168 deleting the planCount > 0 gate is that defect's fix
5 #3162 routing cmdStateValidate through the fallback chain is that defect's fix

Each phase's PR names the child issues it subsumes and records the evidence that the symptom is gone. It does not unilaterally close them: #3180 explicitly declined ownership of the instances, so whether a subsumed issue is closed, re-scoped, or left open for its own regression test is the maintainer's call at merge time, made with the evidence in front of them. The remaining child defects (#3169, #3170, #3171, #3174, #3156) are not touched — they sit in adjacent parse/format paths this epic does not consolidate — and stay independently actionable.

Recording the subsumption explicitly because both silences are failures: a phase that demonstrably removes a defect's symptom while claiming to change nothing is a shipped lie, and a phase that closes an issue the epic disclaimed is scope it never had. Naming the effect without claiming the disposition is the only honest position available here.

Scope note on Phase 5. State field extraction is not one of #3180's seven "Done when" items — the epic describes it in evidence as "a fifth instance of the same shape" and lists #3162 among the out-of-scope child defects, while its Goal ("one canonical owner per semantic derivation") covers it. That inconsistency was surfaced during planning and resolved by maintainer decision to include it. #3180's Done-when list should be amended to match, or Phase 5 reads as unclaimed scope.

Consequences

Positive. "Fixed on one copy, missed on the siblings" becomes unrepresentable for five derivations. phase.complete succeeding while init.manager reports incomplete becomes structurally impossible rather than merely fixed. Failure paths stop being output-identical to success, so the suite can assert on them and the class of bug that required downstream dogfooding to find becomes detectable in CI.

Negative / accepted costs. Five new scripts/ files, which ship in the npm package and installer (inventory and manifest ripples per phase). One new .cts module (src/planning-scope.cts) carrying the full six-gate ripple in Phase 1. Tier-2 output changes will break downstream consumers parsing current command output — deliberately. Phase 2 carries a CRITICAL blast radius and cannot be de-risked by slicing further without breaking the derivation in half. The stacked ordering means the epic cannot be parallelized, so wall-clock is the sum of five phases.

Risks. The contract is validated by exactly one consolidation (Phase 1) before four more build on it; the amendment path in Decision 2 is the mitigation. The guards cannot see re-derivation through dynamic dispatch; the identity tests are the backstop, and they only cover the shapes they were written for.

Alternatives considered

  1. One mega-PR consolidating all five. Rejected — 200+ affected symbols in a single reviewable unit, gsd-test failures unattributable to a derivation, and a violation of one-concern-per-PR.
  2. Fix the 13 child defects individually, no consolidation. Rejected — that is the status quo whose failure mode this epic documents: each fix lands on one copy, and the sweep found a fourth reader nobody had reported.
  3. Consolidate without guards. Rejected — ADR-2121 demonstrated that mechanical enforcement is what makes consolidation durable. Without a guard, copy N+1 arrives with the next reader.
  4. Design the contract inside Phase 1's PR, skip this ADR. Rejected — Phases 2–5 all depend on the contract, so it would be set by whatever was convenient in the first code PR, with no reviewable design step. (Offered during planning and declined by the maintainer.)
  5. Per-derivation bespoke result shapes instead of one scope contract. Rejected — five shapes inside one coupled blast radius reintroduces the divergence one level up.

Software laws applied

Cross-referenced via /skills-from-the-artificer. Four fired; two materially changed this ADR.

  • Gall's Law — changed the design. A five-derivation contract locked before any consolidation exists is a complex system built from scratch. Mitigated by Decision 2's provisional status plus the amendment path, and by sequencing the smallest, lowest-risk derivation (scanPhasePlans, complexity 3) first so the contract meets production before four phases depend on it.
  • Goodhart's Law — changed the design. "0 independent re-derivations" is a measure becoming a target, gameable by indirection or by an allowlist-scoped scan. Produced Decision 4's two locked constraints: whole-repo discovery, and a paired structural + behavioral metric.
  • Hyrum's Law — confirmed, and sharper than expected. The pass-all degrade is documented as intentional in its own comment, so this is a written promise being revoked, not an accident being corrected. Produced Decision 3's two-tier policy. This mirrors ADR-2121 Decision 2, which invoked the same law for normalizePhaseName's CRITICAL radius.
  • Postel's Law — the epic's own stated lens ("Postel / fail-loud"). The defect is not leniency but leniency with no signal that it engaged. Decision 2 makes the degrade decidable rather than removing it.

Considered and not applicable: choose-boring-technology (no new dependency; five in-repo guard precedents), conways-law (no ownership boundary at stake), zawinskis-law (scope grew by one phase by explicit maintainer decision, not creep).

Cross-references

  • ADR-2121 — the proven precedent this extends
  • ADR-2143 — the document-parsing layer beneath
  • scripts/lint-phase-id-drift.cjs — the guard pattern Decision 4 models
  • CONTRIBUTING.md § Prohibited: Raw Text Matching on Test Outputs — why scope is a frozen enum
  • CONTRIBUTING.md § Fixture provenance (#2371) — why the identity test alone is insufficient
  • Phase sub-issues: #3183, #3184, #3185, #3186, #3187

Amendments

Amendment 1 — Phase 1 (#3183) validation: the boundary between Phases 1 and 3 was mis-cut

Decision 2 marked the contract provisional and required amendment before Phase 2 rather than a workaround in code. Phase 1 exercised it and the contract itself held — SCOPE needed no change. What did not hold was the phase boundary.

What Phase 1 found. Building the Decision 4(a) whole-repo guard — the one that may not use a file allowlist — turned up 26 live-plan re-derivations across 9 files. The epic scoped this derivation at 3 copies. Per-site triage classified them 21 true re-derivations, 2 asking a genuinely different question, 2 dead.

Why the boundary was wrong. commands.cts's cmdProgressRender re-derives both enumeration (assigned to Phase 3) and plan counting (Phase 1), on adjacent lines. So DW4's "no caller re-derives it from filenames" was unsatisfiable within Phase 1's original file scope — Phase 1 would have shipped failing its own acceptance criterion while Phase 3 inherited half a derivation.

Amended scope (maintainer decision). Phase 1 owns every live-plan-counting re-derivation repo-wide. Phase 3 narrows to milestone-window + sentinel-filter enumeration only; its files are already plan-count-clean when it starts, and its own drift guard inherits a green baseline.

Two consequential changes to Decision 1's owner surface:

  1. scanPhasePlans gains allPlanFiles (every plan on disk, pre-supersession) alongside planFiles (the live set). verify.cts conflated two questions in one loop — numbering-gap detection legitimately wants every file on disk, pairing wants the live set. The fix is for the owner to answer both explicitly, not to exempt the caller. Single ownership is preserved; the owner simply stopped under-serving. Additive — no existing field changed.
  2. findOrphanSummaries joins findUnsummarizedPlans in core-utils, sharing the same summaryCandidates rule. verify.cts needed the inverse question (summaries with no plan) and had no canonical primitive, so it had hand-rolled one — a third pairing rule of exactly the kind Decision 1 exists to prevent.

Exemptions are by documented reason, never by file allowlist (Decision 4(a)). Two sites are exempt, each carrying an inline comment stating the question it actually asks: audit.cts scanQuickTasks checks one quick task's own directory for a single completion record, and gsd2-import.cts readTasksDir reads a foreign GSD-2 tasks/ layout during a one-time import. Neither is a .planning/ phase directory.

Decision 3's Tier-2 table is re-derived for Phase 1, per its own contingency clause. Beyond the superseded-plan change, the migration also corrects: phases on the post-#3139 nested plans/ layout (previously counted as zero by every migrated site), loosely-named plan files, and stray summaries that inflated completion. The sharpest is phase.cts's cmdPhasePlanIndex, which feeds execute-phase wave scheduling — it was scheduling status: superseded plans into waves and reporting zero plans for nested-layout phases.

Regression caught during migration, recorded because it is a trap for Phases 2–5: passing the superseded-filtered planFiles into describeNonCanonicalPlans made a superseded-but-correctly-named plan report as a naming violation — the diagnostic reads non-membership as a defect. It takes allPlanFiles. The general rule: a diagnostic about file naming wants the physical set; only a question about outstanding work wants the live set. Later phases must make that choice explicitly per call site rather than swapping in planFiles mechanically.

Amendment 2 — Phase 2 (#3184) validation: the contract held; the copy count was low again

Decision 2's contract needed no change for its second consumer: SCOPE's four values covered every row of the windowing derivation's behavior table, including the two rows the epic's text does not distinguish (a free-form legacy ROADMAP with no versioned milestones is COMPLETE, not UNSCOPED — whole-document genuinely is the milestone there). Phase 2 adds no member and changes no semantics. src/planning-scope.cts needed no edit, so Phase 2 carries no .cts six-gate ripple.

What Phase 2 found. The epic and this ADR both scope milestone windowing at three copies, all inside roadmap-parser.cts. Building the Decision 4(a) whole-repo guard found two more, in a different module and one function down: state.cts buildStateFrontmatter and syncStateFrontmatter each hand-roll ^#{1,3}\s+(?!Phase\s+\S).*${escapeRegex(version)} to answer "is this milestone bounded to a versioned ROADMAP heading" — the heading-location half of the derivation, byte-identical to each other. This is Phase 1's finding repeating with a different derivation: the epic's copy counts are a lower bound derived from the reported issues, and the whole-repo guard is what makes them real. Both sites now call the owner's isMilestoneBoundedInRoadmap, which is a straight consolidation of the two identical state.cts regexes onto locateMilestoneHeadings with no behavior change — which is all it should ever have been.

A boundary tightening was tried and reverted. A first pass at locateMilestoneHeadings swapped its \b version-token boundary for the stricter (?![\w.-]) used by isMilestoneShippedInRoadmap (#2562), reasoning that v2.0 should not match inside v2.0.1 anywhere windowing happens. That broke extractCurrentMilestoneScoped's #730 contract: a milestone STATE of v8.0 legitimately selects the ## v8.0-B … active sub-milestone heading over a closed v8.0-A sibling (0 is a word character, - is not, so \b matches; (?![\w.-]) does not, because - is in its excluded set). \b is restored in locateMilestoneHeadings; the stricter boundary stays local to isMilestoneShippedInRoadmap and to the #730 detailsVersionBoundary, which answer a narrower question ("is exactly this milestone shipped" / "which Phase Details section is exactly this one's version token's") than "which heading does this milestone STATE select." The consolidation itself (three roadmap-parser.cts copies plus the two state.cts copies onto one owner) is behavior-preserving.

A composition-level re-derivation, caught in review of this phase's own diff. Decision 4(c) anticipated a consumer post-filtering an owner's result. The shape that actually appeared is its mirror: two sites re-assembling a window out of the owner's primitives — locateMilestoneHeadings → pick a heading → computeMilestoneSectionEnd → slice — in getMilestonePhaseFilter's versionOverride branch and in milestone.cts's unstarted-phase guard. Both call the canonical owner at every step, so the drift guard and an owner-level identity test are both green, and the two compositions had already diverged on whether to skip a closed milestone heading. Decision 4(c) is therefore read to cover assembly as well as post-processing: where a derivation has a composition, the composition is itself an owner. Added as sliceMilestoneWindow; both sites route through it.

Decision 3's Tier-2 table, re-derived for Phase 2 per its own contingency clause. The row this ADR predicted lands as written, plus two the prediction did not contain:

Command surface Output change
roadmap analyze gains a scope field. phase_count: 0 is still emitted verbatim — what changes is that a sibling field now says whether that zero is an answer. Stated precisely because the first draft of this row claimed the count itself changed, which is not what shipped
/gsd:progress --next Route 0 gsd-core/workflows/next.md treats a non-complete scope as scan-failed (warn + fall through to the prior-phase check) instead of looping a phase list the scan could not populate. Without this the new field would be a diagnostic no consumer reads, and #3165's actual symptom — the resume invariant reporting clean because it could not run — would still reproduce
milestone complete refuses (unless --force) when the window's scope is TRUNCATED — the milestone heading was found but its section closes before reaching any phase entries, even though the ROADMAP has phase entries elsewhere — instead of pass-all archiving every phase directory on disk (#3166). UNREADABLE and UNSCOPED are pre-existing, legitimately-handled states (missingExplicitVersion errors where that matters; a missing ROADMAP.md has its own documented graceful path) and are not refused here.
milestone complete unstarted-phase guard — not predicted the guard scoped its window by STATE.md's milestone: field while the filter beside it scoped by the version argument; the two could disagree, and the guard under-detected unstarted phases on the destructive path. Both now use the version argument.

Scope note. Phase 3 (enumeration) inherits a window layer that is now single-owner and scope-carrying; its own guard starts from a green windowing baseline, exactly as Phase 1 left plan counting clean for Phase 3.