docs(voyage): S30b — multi-session implementation plan for the balance backlog

Operator mandated executing all §6 backlog items of voyage-vs-cc-balance-analysis.md.
This plans them across 6 sessions (S31-S36), one item/group per session, TDD-first,
direct surgical edits (not Voyage-pipeline dogfood).

Decision Register surfaces the 3 genuine forks the analysis deferred to the operator
(NOT presumed): D1 gemini-bridge keep-vs-remove, D2 observability keep+document vs
drop-to-collector, D3 the 24-opus pin keep-firm vs downgrade-mechanical-roles. Gated
sessions (S34/S35) wait on these; fork-free sessions (S31/S32/S33/S36) can run first.

Cross-cutting guards noted: doc-consistency + agent-frontmatter tests gate any
agent-count/model change. No Handover-1 change; no pin silently overridden.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01LqBYc8Ltrk7LipyJmGxXiB

docs/balance-backlog-plan.md

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+# Balance Backlog — Implementation Plan (multi-session)
+
+**Status:** Active plan. Mandated by operator 2026-06-20 ("vi skal gjøre alle backlog items").
+**Source:** the §6 backlog of `docs/voyage-vs-cc-balance-analysis.md`.
+**Operating mode:** ONE session per row → TDD (failing test first) → commit + push → update STATE → STOP. Direct surgical TDD, **not** Voyage-pipeline dogfood (changes are small/surgical; flip if dogfooding is wanted).
+
+---
+
+## Decision Register — resolve before the gated sessions
+
+Three backlog items have genuine forks that change scope. **The analysis explicitly deferred these to the operator; they are NOT presumed here.**
+
+| # | Item | Options (recommendation first) | Governs |
+|---|------|-------------------------------|---------|
+| **D1** | V09 gemini-bridge capability | **(a) keep it as an agent** [REC — preserves the capability] · (b) remove the agent, call `gemini-mcp` inline from `trekresearch`/`trekplan` [agent count 24→23] | S35 scope |
+| **D2** | V32 observability export | **(a) keep exporters + document the direct-export rationale** [REC — preserves S21 security-hardened SSRF/path/field guards; the code-verified pass defended them as net-new] · (b) drop `lib/exporters/*` + `otel-export.mjs` to native OTLP-collector passthrough [deletes tested security code] | S34 scope |
+| **D3** | Opus-pin (24 agents `model: opus`, pinned `40d8742`) | **(a) keep the pin firm** [REC for default safety — model items become document-only] · (b) downgrade glue/mechanical/retrieval agents to sonnet (V08 researchers, V11 retrieval, V16 decomposer, V35 dormant, + V09 if D1=keep) [aligns with your global model-policy, but overrides a deliberate pin + needs guard-test update] | S35 scope |
+
+> **Recommendation note (D3):** the global model-policy ("match capability to complexity; retrieval/transform → Sonnet") argues *for* downgrade; the deliberate pin `40d8742` argues *for* firm. This is a real values-call only the operator should make — defaulted to "keep firm" so nothing pinned is silently overridden.
+
+---
+
+## Cross-cutting constraints (apply to every session)
+
+- **No Handover-1 change.** The brief schema is the public contract; nothing in this backlog touches it. (V05 memory-alignment, the one `breaking`-tagged capability, is KEEP-as-is — not in scope.)
+- **Doc-consistency is guard-tested.** Any agent-count or model change must keep `tests/lib/doc-consistency.test.mjs` + `tests/lib/agent-frontmatter.test.mjs` green, and update README / CLAUDE.md agent table + the "24 agents opus" references in `docs/voyage-vs-cc-balance-analysis.md` + STATE env counts. Fix the SOURCE the pin guards, not the test (unless the pin guarded a stale value).
+- **Test baseline:** 729 (`727/2/0`, bar `node --test`). Each session re-baselines and states the new count.
+- **`claude plugin validate`** must still pass (1 accepted warning).
+- **Line numbers rot** — re-grep against the live file before editing; never edit on a line number alone.
+
+---
+
+## Session sequence
+
+Clean (fork-free) sessions first for momentum; gated sessions slot in once D1–D3 land.
+
+### S31 — V15: trim plan-export to its load-bearing variant  ·  [non-breaking, no pin, no fork]
+- **Goal:** drop the `pr` / `issue` / `markdown` export variants from `trekplan --export` (CC auto-mode reformats markdown ad-hoc equally well); keep `--export headless` and relabel it as the decomposition entry it actually is.
+- **Files:** `commands/trekplan.md` (Phase 1.5 `--export`), `docs/command-modes.md`, export tests under `tests/`.
+- **TDD:** failing test asserting `pr|issue|markdown` are gone and `--export headless` (decompose) still resolves → implement → green.
+- **Verify:** `node --test` (new count), `grep -c "export pr" commands/trekplan.md` = 0, `--export headless` path intact.
+- **Depends-on:** none.
+
+### S32 — V01 + V07/V08/V11/V24: delegate-to-native hygiene  ·  [non-breaking, no fork]
+- **Goal:** (V01) delegate the literal brief-interview Q&A turn-taking to `AskUserQuestion` rather than a hand-rolled selection loop; (V07/V08/V11/V24) audit that the research/exploration/reviewer swarms ride native parallel Agent spawn + `AskUserQuestion` and do not re-implement an engine. Fix any actual re-implementation found; otherwise document the "delegate the engine, keep the policy" principle.
+- **Files:** `commands/trekbrief.md` (Phase 3), `commands/trekresearch.md`, `commands/trekplan.md`, `commands/trekreview.md`, `docs/architecture.md` (principle note).
+- **TDD:** where an edit is made, a test pinning the delegated behavior; the audit portion produces a documented finding (no code change if already native).
+- **Verify:** `node --test`, plugin validate; the principle note present in `docs/architecture.md`.
+- **Depends-on:** none.
+
+### S33 — V35 (doc half): reclassify the orchestrator reference docs  ·  [non-breaking, doc]
+- **Goal:** relabel `planning-orchestrator` / `research-orchestrator` / `review-orchestrator` as **reference docs, not spawnable capabilities** in the agent inventory; reconcile the "24 agents" framing (3 non-spawned reference docs + 1 dormant) across README / CLAUDE.md / docs.
+- **Files:** `README.md`, `CLAUDE.md` (agent table), `agents/*-orchestrator.md` (header clarity), `tests/lib/doc-consistency.test.mjs`.
+- **TDD:** doc-consistency pin updated to the reconciled framing → green.
+- **Verify:** `node --test`, counts coherent across all docs.
+- **Depends-on:** none. **Precedes S35** (settles the agent-count baseline before any model/count change).
+
+### S34 — V32: observability disposition  ·  [GATED D2]
+- **IF D2(a) keep+document:** add the direct-export rationale (why custom exporters + SSRF/path/field guards rather than a collector) to `docs/observability.md`. Small, doc-only.
+- **IF D2(b) drop-to-collector:** remove `lib/exporters/*` + `hooks/scripts/otel-export.mjs` + their tests; document the native `OTEL_*` env-var → collector path; update `docs/observability.md` + Stop-hook wiring. Multi-file deletion; re-baseline tests.
+- **Verify:** `node --test`, plugin validate; observability doc reflects the chosen path.
+- **Depends-on:** D2.
+
+### S35 — Opus-pin / model revisit + V09 + V35 model half  ·  [GATED D1 + D3; touches guard + doc counts]
+- **IF D3(a) keep-firm:** document the kept-opus rationale for the flagged agents; **no code**. If D1(b) remove gemini-bridge: still delete the agent + wire `gemini-mcp` inline (count 24→23, update guard + docs).
+- **IF D3(b) downgrade:** set `model: sonnet` on V08 researchers, V11 retrieval agents, V16 `session-decomposer`, V35 dormant `synthesis-agent` (+ V09 `gemini-bridge` if D1=keep); update `tests/lib/agent-frontmatter.test.mjs` (the 24-opus guard) + `doc-consistency` + README/CLAUDE.md model table + the analysis doc's "24 agents opus" lines + STATE.
+- **TDD:** guard test updated to the new model map (failing first) → implement → green.
+- **Verify:** `node --test`, plugin validate, agent count + model claims coherent everywhere.
+- **Depends-on:** D1, D3, and **S33** (count baseline).
+
+### S36 — V30: economy-profile Jaccard calibration  ·  [non-breaking, pin-adjacent]
+- **Goal:** the `economy`-profile Jaccard floor (0.55) is grounded in parked synthetic fixtures (Step-17 calibration deferred). Either run the calibration against real fixtures and replace the floor, **or** clearly relabel `economy` as experimental/uncalibrated in docs + the profile.
+- **Files:** `lib/parsers/profile-jaccard.mjs`, `tests/synthetic/profile-jaccard-calibration.md`, `docs/profiles.md`, `docs/operations.md`.
+- **TDD:** a test pinning either the calibrated floor or the explicit experimental label.
+- **Verify:** `node --test`, profile docs unambiguous about economy's status.
+- **Depends-on:** none (can run any time; placed last as lowest-urgency).
+
+---
+
+## Verification (plan-level)
+
+- Every §6 backlog row maps to exactly one session: V15→S31, V01+V07/V08/V11/V24→S32, V35-doc→S33, V32→S34, V09+V35-model+opus-pin(V08/V11/V16)→S35, V30→S36. (8 items → 6 sessions.)
+- No session changes Handover 1. The only `breaking` capability (V05) is out of scope (KEEP-as-is).
+- Each session ends green on `node --test` + `claude plugin validate`, with doc-consistency reconciled.
+- D1–D3 resolved before S34/S35 begin.
+
+## Out of scope (explicitly NOT in this plan)
+
+- No wholesale Workflow substrate swap (CC-27 DECLINED stands; V27 stays opt-in).
+- No delegated-orchestration redesign (CC-26 lean-NO; Δ=0).
+- No brief-schema (Handover-1) change.
+- No reopening of the premium-default-profile or framing-gate pins.