voyage/docs/balance-backlog-plan.md
Kjell Tore Guttormsen 213cf388de chore(voyage): S34 — V30 economy-profile self-declares experimental (uncalibrated Jaccard floor)
The economy profile's cross-tier Jaccard floor (0.55) rests on parked-synthetic
fixtures; empirical Step-17 calibration is v4.2-budget-gated ($60–120,
unauthorized). Fork resolved as label-not-calibrate: the experimental status,
previously prose-only in docs/profiles.md, now lives in the profile data and is
machine-checked. No new user-facing capability — honest labeling + a guard.

- lib/profiles/economy.yaml: add `experimental: true` (with rationale comment).
- lib/validators/profile-validator.mjs: recognize `experimental` as an OPTIONAL
  boolean; non-boolean → PROFILE_INVALID_ENUM. Absent ⇒ tier is stable
  (premium/balanced unaffected, profile_version stays 1.0 — additive).
- README.md + docs/operations.md + docs/profiles.md: flag the `economy` table
  row "⚠ Experimental (uncalibrated Jaccard floor)".
- tests/synthetic/profile-jaccard-calibration.md + analysis §6/§10 + backlog
  plan §S34: cross-reference the marker; mark V30/S34 done.

+5 tests (739 → 744, 742/2/0): economy declares experimental:true; premium and
balanced do not; validator rejects non-boolean experimental; every profile-doc
economy row is flagged; the flag tracks the calibration's parked-synthetic
status (must drop in the same change that lands real calibration).

Closes the balance backlog (4/4, S31–S34). claude plugin validate green.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01LqBYc8Ltrk7LipyJmGxXiB
2026-06-20 10:18:38 +02:00

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# Balance Backlog — Implementation Plan (multi-session)
**Status:** Active plan, decisions RESOLVED 2026-06-20. Mandated by operator ("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.
---
## Decision Register — RESOLVED (operator 2026-06-20)
The analysis deferred three forks to the operator. All three resolved to the conservative option (preserve capability / security code / the deliberate pin):
| # | Item | **Resolution** | Effect on plan |
|---|------|----------------|----------------|
| **D1** | V09 gemini-bridge | **Keep it as an agent** (count stays 24; model governed by D3) | No removal/rewiring. Model stays opus (D3). |
| **D2** | V32 observability export | **Keep `lib/exporters/*` + `otel-export.mjs`; document the direct-export rationale** | Doc-only, no deletion of S21 security code. |
| **D3** | 24-agents `model: opus` pin (`40d8742`) | **Keep the pin firm** | V09/V35/V08/V11/V16 model changes → **document-only** (record considered-and-kept). No guard-test change. |
**Consequence:** the model + observability work collapses from code-deletion to a documentation record. Real code remains in V15 (export trim) and V30 (economy calibration). The plan is now **4 sessions** (2 code, 2 doc/audit).
---
## Cross-cutting constraints (every session)
- **No Handover-1 change.** The brief schema is the public contract; nothing here touches it. (V05 memory-alignment, the lone `breaking` capability, is KEEP-as-is — out of scope.)
- **Doc-consistency is guard-tested** (`tests/lib/doc-consistency.test.mjs`, `tests/lib/agent-frontmatter.test.mjs`). Any inventory/count/model wording change must keep them green and stay coherent with README / CLAUDE.md + the "24 agents opus" references in `docs/voyage-vs-cc-balance-analysis.md` + STATE. Fix the SOURCE a pin guards, not the test.
- **Test baseline:** 729 (`727/2/0`, bar `node --test`). Each session re-baselines + states the new count. `claude plugin validate` stays green (1 accepted warning).
- **Line numbers rot** — re-grep the live file before editing.
---
## Session sequence (finalized — 4 sessions)
### S31 — V15: trim plan-export to its load-bearing variant · [CODE · non-breaking · no pin]
- **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` intact; plugin validate.
- **Depends-on:** none.
### S32 — V01 + V07/V08/V11/V24: delegate-to-native hygiene · [CODE + AUDIT · non-breaking]
- **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 re-implement no engine. Fix any real re-implementation; 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 yields a documented finding (no code change if already native).
- **Verify:** `node --test`; plugin validate; principle note present in `docs/architecture.md`.
- **Depends-on:** none.
### S33 — Documentation consolidation: record the considered-and-kept decisions · [DOC · non-breaking]
Bundles the three items that D1D3 turned into documentation:
- **V35 (doc half):** relabel `planning- / research- / review-orchestrator` as **reference docs, not spawnable capabilities**; reconcile the "24 agents" framing (= 21 spawnable + 3 reference docs + 1 dormant `synthesis-agent`) across README / CLAUDE.md / docs.
- **V32 rationale (D2):** add to `docs/observability.md` why custom exporters + SSRF/path/field guards rather than a native collector (preserves S21 hardening; deliberate direct-export choice).
- **Kept-opus rationale (D3):** record that opus on V09 (glue), V35 (dormant), V08/V11/V16 (mechanical/retrieval) was reconsidered and kept (pin `40d8742` stands) — a short note in the analysis doc / CLAUDE.md, no frontmatter change.
- **Files:** `README.md`, `CLAUDE.md`, `agents/*-orchestrator.md` (header clarity), `docs/observability.md`, `docs/voyage-vs-cc-balance-analysis.md` (decision-record addendum), `tests/lib/doc-consistency.test.mjs`.
- **TDD:** doc-consistency pin updated to the reconciled inventory framing → green.
- **Verify:** `node --test`; counts/model claims coherent across all docs; `agent-frontmatter.test.mjs` unchanged + green (no model change).
- **Depends-on:** none (settles the inventory baseline).
### S34 — V30: economy-profile Jaccard calibration · [CODE · non-breaking · pin-adjacent] ✅ DONE (2026-06-20)
- **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.
- **Resolution: Path B — label, not calibrate.** The empirical run is v4.2-budget-gated ($60120, unauthorized), so the fork is forced. `lib/profiles/economy.yaml` now carries `experimental: true` (validator type-checks the optional boolean); README + `docs/operations.md` + `docs/profiles.md` flag the `economy` row; the calibration doc cross-references the marker. (`lib/parsers/profile-jaccard.mjs` was untouched — it was listed for the calibration path only.)
- **TDD:** 5 tests — economy declares `experimental: true`, premium/balanced do not, validator rejects non-boolean `experimental`, every profile-doc economy row flagged experimental, and the flag tracks the calibration's `parked-synthetic` status. Baseline 739 → **744 (742/2/0)**.
- **Verify:** ✅ `node --test` green; ✅ `claude plugin validate` (1 accepted warning); economy's status now unambiguous + machine-checked.
- **Depends-on:** none (lowest urgency; placed last).
**Backlog complete — 4/4 sessions shipped (S31S34). All 8 §6 items disposed; 2 real code changes (V15 export-trim, V30 economy-label), the rest doc/audit.**
---
## Verification (plan-level)
- Every §6 backlog row maps to exactly one session: V15→S31; V01+V07/V08/V11/V24→S32; V35+V32+opus-pin record→S33; V30→S34. (8 items → 4 sessions after the conservative decisions.)
- No session changes Handover 1; no operator pin overridden (D3 kept firm).
- Each session ends green on `node --test` + `claude plugin validate`, doc-consistency reconciled.
## Out of scope (explicitly NOT in this plan)
- No gemini-bridge removal (D1 keep); no exporter deletion (D2 keep); no model downgrades (D3 firm).
- No wholesale Workflow substrate swap (CC-27 DECLINED; V27 stays opt-in); no delegated-orchestration redesign (CC-26 lean-NO).
- No brief-schema (Handover-1) change; no reopening of premium-default / framing-gate pins.