docs(plan): add cross-phase execution ordering
Sequences the remaining roadmap (Stage 0 guard gate -> Phase 2 -> Phase 3 -> Phase 4) with the quality rationale for the order: guard readiness verified before any Phase 2 code, Phase 2 split guard-independent-first, Phase 3's configurability extracted only after two concrete consumers exist, Phase 4 code last on a frozen contract with its coordination started early. Connective tissue over the four per-phase plans; owns the order and reasons, not the phase detail. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01HBbjgS5A55RVavoyjJC4FX
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docs/plan/execution-order.md
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# Execution order — the full roadmap, sequenced
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Status: approved sequencing across all remaining phases. This doc is the
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connective tissue between the per-phase plans; it owns the *order and the
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reasons*, not the phase detail. Each phase's detail and verification live in its
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own doc:
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- `docs/plan/phase-1-door-a.md` — DONE, shipped at v0.3.2.
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- `docs/plan/phase-2-doors-b-c.md`
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- `docs/plan/phase-3-configurable-contract.md`
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- `docs/plan/phase-4-node-half.md`
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Headline order: **Stage 0 (guard gate) → Phase 2 → Phase 3 → Phase 4 code**,
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with Phase 2 split guard-independent-first and Phase 4's *coordination* started
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in parallel from the beginning. The quality argument for this order is below —
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it is not merely the roadmap numbering.
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## Stage 0 — Guard readiness (gate; do first, cheap)
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Before any Phase 2 code, confirm `llm-ingestion-guard` 0.2 exists with the
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pinned surface (`prepare_input`, `screen_output`, `okf.import_bundle`,
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disposition enum) and is installable in CI. This is Phase 2's assumptions
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B1+B2; B2 is explicitly "not yet decided", and the guard is a separate repo
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(`open/llm-ingestion-pipeline-security`), so its readiness is partly outside
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this repo's control.
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Why first: it is the single biggest unknown, it is cheap to check (read the
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guard repo), and its answer decides the *shape* of Phase 2 — run straight
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through, or front-load the guard-independent half while readiness is confirmed
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in parallel. Do not build a bearing dependency into the plan on an unverified
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foundation. If the surface has drifted from what the plan assumes, the whole
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persist-gate design must know now, not at the integration step.
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Outcome recorded in STATE before Phase 2 code starts.
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## Phase 2 — Doors B/C (split: guard-independent first)
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Internal order follows the phase-2 doc's TDD steps, deliberately:
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1. **Guard-independent half (steps 1–2):** extraction registry (stdlib core
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types, fail-fast on unknown extension and on `[extract]` types without the
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extra) + provenance rendering and filename slugging (pure functions). Zero
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external dependency, maximal test-determinism, reuses the Phase 1 renderer.
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Highest-quality-yield work to start with; validates B3 (`html.parser`
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adequacy) early while it is cheap to change.
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2. **Guard seam (steps 3–5):** Door B against a *stub* guard first (nail the
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disposition control flow deterministically), then integration with the *real*
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guard, then Door C. Stub-first means that when the real-guard integration
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test is the only thing that can newly fail, a failure isolates cleanly to the
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integration boundary. Door B before Door C: C reuses B's guard-gate pattern
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and both reuse Phase 1 primitives.
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This is where `pyproject` runtime deps become exactly the guard pin — a
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semver-worthy event (propose 0.4.0), its own CHANGELOG entry.
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## Phase 3 — Configurable bundle contract (only after 2)
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Extract configurability only once Door A **and** Door B/C both concretely use
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the type/layer/frontmatter/reserved-file constants. Phase 3 abstracts a pattern;
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you need ≥2 real consumers before the right seams are visible. Building the
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config object first would be speculative abstraction — an explicit anti-pattern.
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The proving consumer (`claude-code-llm-wiki`, `strict-v1`) is the concrete
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second profile that proves the abstraction is not single-use.
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The 2→3 boundary has no painful retrofit: Phase 2 already leaves the seam open —
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Door C v1 deliberately does NOT persist the guard log "because reserved-file
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policy differs per consumer and becomes configurable in Phase 3." This is where
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the contract becomes explicit and frozen — the precondition for a clean Node
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port.
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## Phase 4 — Node half (two clocks)
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**Coordination clock — start early, parallel to Stages 0–3, but only the
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shape-independent agreements.** Phase 4's hard preconditions are agreements, not
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code: okr's reference-impl lift *in principle*, catalog as re-pin owner,
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guard-as-contract at the Node persist seam, and the linkedin-studio
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non-normalization carve-out can all be initiated early — via coord — so they are
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settled when code starts. The one agreement that must WAIT is the exact
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second-brain *contract shape*: the phase-4 doc ties the catalog-spec
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expressiveness check to Phase 3's split-table step, so do not freeze the
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cross-runtime contract before Phase 3 has proven the profile can express it.
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**Code clock — last.** The Node/ESM implementation ports a *frozen, explicit*
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contract (Phase 3's output) and uses the shared fixture suite as the
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cross-runtime conformance oracle. Porting before the contract is frozen means
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chasing a moving target and guaranteed drift between halves. Halves share
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contract and fixtures, never code.
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## Quality spine (holds across every stage)
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- TDD iron law throughout: no production code without a failing test first.
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- The golden/fixture suite is the backbone — every phase extends it; it is the
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regression oracle and, in Phase 4, the cross-runtime conformance oracle. It
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never goes non-byte-exact.
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- Determinism invariant every phase (explicit `ingested_at`, LF-only,
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byte-exact). Phase 2 adds: the guard *version* is part of the input surface —
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pin it.
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- Boundary grep-gate green every phase: `grep -rn "sanitize\|quarantine\|lexicon"
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src/` empty (guard imports only).
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- One phase = one release with a CHANGELOG entry; the guard dependency landing in
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Phase 2 is the architectural milestone.
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## Verification — the gate between each handoff
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These are the objective checks that a stage is done and the next may begin:
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1. **Enter Phase 2:** guard readiness recorded in STATE — either "0.2 API
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matches + installable in CI" or an explicit "front-load guard-independent
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half; guard integration blocked on <named item>".
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2. **Phase 2 → Phase 3:** Phase 1 golden suite still byte-for-byte; `pyproject`
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runtime deps == exactly `llm-ingestion-guard>=0.2,<0.3`; persist-gate proof
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test green (a fail-secure fixture yields zero new files).
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3. **Phase 3 → Phase 4:** golden suite byte-identical under `DEFAULT`
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(`git diff --stat examples/` empty for the phase); `STRICT_V1` cross-profile
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rejection tests pass both directions; split-table artifact under `docs/`
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reviewed with the operator (contract is frozen and expressive enough for the
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second-brain spec).
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4. **Phase 4 code start:** each shape-independent coordination step has a
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recorded sign-off; the contract-shape agreement is signed off *after* the
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Phase 3 split-table, not before.
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5. **Throughout:** `mypy --strict src/`, `ruff check .`, `ruff format --check .`
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clean; boundary grep-gate empty.
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