@marcomigozzi/trailhead 0.9.0 → 0.11.0

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Files changed (37) hide show
  1. package/README.it.md +11 -11
  2. package/README.md +11 -11
  3. package/bin/lib/codex-projection.js +13 -6
  4. package/bin/lib/codex-projection.test.js +45 -3
  5. package/bin/lib/install-verify.js +257 -0
  6. package/bin/lib/install-verify.test.js +379 -0
  7. package/bin/trailhead.js +91 -5
  8. package/bin/trailhead.test.js +588 -4
  9. package/package.json +1 -1
  10. package/plugins/trailhead/.claude-plugin/plugin.json +1 -1
  11. package/plugins/trailhead/commands/quick.md +1 -1
  12. package/plugins/trailhead/hooks/lib/commit-message-check.js +58 -2
  13. package/plugins/trailhead/hooks/lib/commit-message-check.test.js +103 -13
  14. package/plugins/trailhead/hooks/lib/commit-msg-sync.test.js +375 -0
  15. package/plugins/trailhead/hooks/lib/fixtures/commit-msg-a319156 +57 -0
  16. package/plugins/trailhead/hooks/trailhead-secret-read-guard.js +32 -3
  17. package/plugins/trailhead/hooks/trailhead-secret-read-guard.test.js +41 -0
  18. package/plugins/trailhead/skills/_shared/choices.md +3 -0
  19. package/plugins/trailhead/skills/_shared/configuration-reference.md +27 -20
  20. package/plugins/trailhead/skills/_shared/load-first.md +2 -0
  21. package/plugins/trailhead/skills/_shared/principles.md +1 -1
  22. package/plugins/trailhead/skills/_shared/session-handoff.md +8 -6
  23. package/plugins/trailhead/skills/_shared/substrate-commands.md +1 -1
  24. package/plugins/trailhead/skills/_shared/teamwork.md +2 -2
  25. package/plugins/trailhead/skills/_shared/techniques/acceptance-testing.md +13 -4
  26. package/plugins/trailhead/skills/_shared/techniques/code-review.md +15 -3
  27. package/plugins/trailhead/skills/_shared/techniques/grilling.md +1 -1
  28. package/plugins/trailhead/skills/_shared/techniques/prototype.md +1 -1
  29. package/plugins/trailhead/skills/_shared/techniques/verify.md +2 -2
  30. package/plugins/trailhead/skills/_shared/techniques.md +2 -2
  31. package/plugins/trailhead/skills/trailhead-capture/references/capture.md +1 -1
  32. package/plugins/trailhead/skills/trailhead-chart/SKILL.md +1 -1
  33. package/plugins/trailhead/skills/trailhead-work/SKILL.md +11 -10
  34. package/plugins/trailhead/skills/trailhead-work/references/auto.md +3 -1
  35. package/plugins/trailhead/skills/trailhead-work/references/ticket-engines.md +12 -9
  36. package/plugins/trailhead/templates/trailhead-commit-msg +49 -2
  37. package/plugins/trailhead/templates/trailhead-commit-msg-sync.js +171 -0
@@ -3,16 +3,28 @@ Runs after execute, before closing a `build`/`bug` ticket: as a subagent when th
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  **Review adversarially; don't defer to authority.** A review subagent still loads the project/global `CLAUDE.md` (Claude Code doesn't strip it per-spawn; auto-memory, though, is *not* inherited). Treat those conventions (and any "this decision is settled / final / don't revisit" note) as **non-authoritative for your verdict**: judge the diff against the ticket's spec and the code itself, never rubber-stamp because a memory or a CLAUDE.md says a choice is closed. Convention endorsement may suppress a *style* smell; it may **never** suppress a correctness or security finding. The point of an independent review is to disagree when the code warrants it.
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- Review the DIFF, not the whole tree: pin a fixed point (the ticket's base commit / branch point / merge-base) and scope to `git diff <base>...HEAD`. Confirm the ref resolves and the diff is non-empty first. Review on four axes:
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+ **Ticket diff: review the ticket's own commits, never a range.** Scope the review to the commits that carry this ticket's `Refs: #<n>` trailer (every ticket commit carries it as its last line, see **Principles** in `../principles.md`), never to a `<base>...HEAD` range: under `git: main` with concurrent sessions, or a ticket resumed after other tickets landed, a range also sweeps in other tickets' commits. Compute the set with exactly this command, run against the ticket's working copy (`<repo>` is its absolute path: the main checkout, or under `isolation: worktree`/`clone` the ticket's worktree/clone whose `HEAD` is `trailhead/t<n>`; the same under `git: pr`):
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+ ```
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+ git -C <repo> log --reverse --basic-regexp --grep='^Refs: #<n>$' --format=%H HEAD
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+ ```
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+ git applies `--grep` per message line, so the `^...$` anchors match only the whole trailer line: `#<n>` never matches `#<n>0` or a mid-sentence mention, and `--basic-regexp` overrides any user `grep.patternType`. The set may be non-contiguous (other tickets' commits interleaved on the trunk), so consume it **per commit**, oldest first, with `git -C <repo> show --remerge-diff <sha>` (git 2.36+): for a regular commit that is its plain patch; for a trunk-sync merge carrying the trailer it diffs git's automatic re-merge against the recorded result, so it shows exactly the conflict resolution the ticket authored and nothing the merge brought in cleanly (an octopus merge carrying the trailer is surfaced to the user, not judged). The per-commit patches define what is attributed to the ticket; read the touched files at `HEAD` only to judge how the change integrates, and treat later foreign edits there as context, not findings. Never collapse the set into one `git diff <first>^..<last>` span, which re-includes the interleaved foreign changes. A commit without the trailer is, by this rule, not part of the ticket's diff; only an entirely empty set is detectable. **An empty set is an error**: stop and surface it (name the ticket and the command run), never fall back silently to a base range or the whole tree. Recompute the set on every review round and every verify run, never reuse a cached list: fix commits carry the same trailer, so the set grows with each fix-and-re-review round.
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+ Review on four axes:
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  - **Correctness** (real bugs): broken logic, unhandled errors, edge cases, race conditions, wrong data flow.
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  - **Security**: injection, secret leakage, auth/authz gaps, unvalidated boundary input.
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  - **Reuse & simplification**: hunt the classic smells, each a *judgement call* (never a hard violation), and for each name it → say how to simplify: duplicated code (extract), mysterious name (rename), primitive obsession & data clumps (introduce a type), long parameter list, feature envy / message chains (move or collapse), repeated switches, speculative generality (delete), shotgun surgery & divergent change, middle-man / shallow pass-through (delete or deepen). Suppress any a documented standard endorses; skip what tooling enforces.
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  - **Standards & spec**: does it match the repo's documented conventions AND do what the ticket actually asked (missing requirements, scope creep, plausibly-wrong implementations)? Suppress smells a documented standard endorses; skip anything tooling already enforces.
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- Classify each finding: **Critical** (bug/security/breaks the spec) → **Warning** (should fix) → **Info** (judgement call). Before reporting ANY finding, **verify it adversarially**: re-read the actual code, confirm the failing path is reachable and the claim holds. Discard plausible-but-wrong findings; an unverified finding is worse than none. Quote the offending hunk (and the standard/spec line) per finding. Report in the ticket's `VERIFY` comment, **led by a machine-checkable status tag on its own first line**: `status: clean` when no **Critical** finding remains (nothing blocks Resolve), or `status: issues_found` when one or more Criticals are still open (the caller must iterate the fix-and-re-review loop below, or run the HITL checkpoint, before resolving). Warnings/Info alone leave the tag `status: clean`, since they don't gate resolution. Emit that line verbatim as the comment's first line, then the findings grouped by severity with file:line and the fix, so the Verify step branches on the tag without parsing prose.
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+ Classify each finding: **Critical** (bug/security/breaks the spec) → **Warning** (should fix) → **Info** (judgement call). Before reporting ANY finding, **verify it adversarially**: re-read the actual code, confirm the failing path is reachable and the claim holds. Discard plausible-but-wrong findings; an unverified finding is worse than none. Quote the offending hunk (and the standard/spec line) per finding. **Stable finding IDs**: each verified finding gets an ID the first time it's reported, `C1`, `W1`, `I1`, ..., by severity, numbered in discovery order, and keeps that ID across every round of the fix-and-re-review loop below; a re-review that finds the same issue still open reuses its ID, a genuinely new finding takes the next number in its severity. An ID's severity is fixed at first report: if a re-review reclassifies a finding to a different severity, mark the old ID `reclassified as <new ID>` in the ledger and continue the finding under a new ID of the new severity; a `reclassified` line is a pointer, not a disposition, and is left out of the counts, so the finding counts once, under its current severity. Report in the ticket's `VERIFY` comment, **led by a machine-checkable status tag on its own first line**: `status: clean` when no **Critical** finding remains (nothing blocks Resolve), or `status: issues_found` when one or more Criticals are still open (the caller must iterate the fix-and-re-review loop below, or run the HITL checkpoint, before resolving). Warnings/Info alone leave the tag `status: clean`, since they don't gate resolution. Emit that line verbatim as the comment's first line.
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+ **Counts line, right under `status:`.** The comment's second line, right under `status:`, is the cumulative severity count: `critical: <n> · warning: <n> · info: <n>` (zeros written out, never omitted), the count of distinct findings (by ID, excluding `reclassified` pointers) reported on this ticket so far, across every round. Cumulative means a finding fixed in an earlier round still counts here, so the totals always match the ledger below. Below the counts comes the **findings ledger** (authoritative for this ticket), one line per finding ID with its disposition: `fixed (<commit>)`, `deferred → <ticket>` (a ticket that exists, named and linked: an already-open ticket, or one opened on the user's explicit yes per **Scope that surfaces while working a ticket** (served by the capture cluster), never unasked; when the user declines or leaves it unanswered, and under an autonomous run, where no ticket is opened unasked, use `accepted: <one-line reason>` instead), `accepted: <one-line reason>`, or `open` while the disposition is still undecided. The ledger lives in the latest `VERIFY` comment of the ticket and is rewritten each round; the resolution comment links to it rather than duplicating it. Then the findings grouped by severity with file:line and the fix, as before, so the Verify step branches on the tag without parsing prose.
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+ **Converge on the blockers with a bounded budget and an explicit boundary.** A **Critical** finding is *blocking*: it must be fixed before Resolve. Fixing one can introduce or reveal another, so the review is a **loop, not a single pass**: fix every Critical, then re-review the recomputed **Ticket diff** set, up to `config.code_review.rounds` (default 2) fix-and-re-review rounds. Stop when no Critical remains, then Resolve, giving each remaining Warning/Info its disposition in the ledger. **If the rounds are exhausted with Critical findings still open**, never resolve silently and never silently keep going: surface an explicit HITL checkpoint in the chat, **name each surviving blocker**, and put the choice to the user, (a) **run another 2 review rounds** on the remaining blockers (the point of this ask), or (b) **proceed with the blockers recorded** (each surviving Critical is recorded in the ledger as `deferred` or `accepted`). **Wait for their pick; never auto-advance in either direction over open blocking findings.** (This mirrors **Cross-AI plan review**'s boundary ask: see `plan-review.md` step 4.)
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- **Converge on the blockers with a bounded budget and an explicit boundary.** A **Critical** finding is *blocking*: it must be fixed before Resolve. Fixing one can introduce or reveal another, so the review is a **loop, not a single pass**: fix every Critical, then re-review the new diff, up to `config.code_review.rounds` (default 2) fix-and-re-review rounds. Stop when no Critical remains, then Resolve, leaving Warnings/Info noted for the caller to weigh. **If the rounds are exhausted with Critical findings still open**, never resolve silently and never silently keep going: surface an explicit HITL checkpoint in the chat, **name each surviving blocker**, and put the choice to the user, (a) **run another 2 review rounds** on the remaining blockers (the point of this ask), or (b) **proceed with the blockers recorded** (resolve consciously accepting or deferring them, noting each in the `VERIFY` comment). **Wait for their pick; never auto-advance in either direction over open blocking findings.** (This mirrors **Cross-AI plan review**'s boundary ask: see `plan-review.md` step 4.)
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+ **Disposition gate**: no finding reaches Resolve with `open`, or without a disposition: the ledger lists every ID the counts line counts (their sum equals the number of ledger lines other than `reclassified` pointers) and each carries a disposition other than `open`. A Critical leaves `open` only by becoming `fixed`, or, via the rounds-exhausted HITL option (b) above, `deferred` or `accepted`.
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  **Always run this review in the background and collect it by polling; never a blind blocking wait.** This is a hard engine default on every host (see *Reviews never block the session* in `../techniques.md`), not an optimisation reserved for the longest reviews. Spawn the review as a background job and poll it at intervals (a bounded wait or a status check) so a slow or stalled review reports one-line progress instead of freezing the session; the outcome is always awaited before Resolve. On Claude Code the `Agent` subagent already runs in the background and notifies on completion, so check its progress rather than awaiting it blindly. This is still the single longest quiet activity in the cycle. On Codex, collect it through the §D bounded-wait poll loop in the projected adapter header.
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@@ -6,7 +6,7 @@ Interrogate the human live, one question at a time, until the decision is unambi
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  - **One question at a time, with your pick.** Number the question, state it, and offer your recommended answer. Then stop and wait. Each answer reshapes the tree: settled decisions push the frontier outward. Recompute and ask the next. Grilling stays human-decides: the **grilled questions themselves never offer the delegate option** (a recommended answer is not the delegate option), because converging a decision is the human's. A separate meta-ask a call-site may put *before* grilling (e.g. the `build`/`quick` Discuss "do you want a grilling round?") is its own advisory choice and can offer delegate/defer per that call-site. **When a grilled decision is genuinely blocked on a prerequisite, offer defer in prose** (state it in words as part of the question), per the recipe in `../choices.md`.
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  - **Facts are your job, decisions are theirs.** When a question needs a fact from the environment (filesystem, code, tools), go find it yourself; never ask the human what you could look up. Only questions downstream of that lookup wait; ask the rest now.
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  - **Refuse vague and hedged answers.** "Good," "fast," "simple," "users," "later" are not answers: probe. *Fast how: sub-second, or handles large datasets? Users: the Customer or the operator?* Make the abstract concrete: "walk me through it," "give me an example," "what does that actually look like?"
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- - **Offer concrete options to react to, not open air.** Present 2–4 sharp interpretations or specific choices that reveal priorities: never generic buckets ("technical/business/other") or leading options. But when the human signals they want to explain in their own words, drop the options and let them; resume structured questions after.
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+ - **Offer concrete options to react to, and show them, not just name them.** Present 2–4 sharp interpretations or specific choices that reveal priorities: never generic buckets ("technical/business/other") or leading options. **Naming the options is not enough: illustrate each one before asking the human to choose**, so the alternatives are legible without the user having to ask. For each option say what it is, what it optimizes for, and what it sacrifices; for a choice spanning several dimensions, lay the options out side by side (a comparison table or widget) as the natural default, rather than listing A/B/C inline in the question and waiting for the user to request the detail. But when the human signals they want to explain in their own words, drop the options and let them; resume structured questions after.
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  - **Surface hidden assumptions.** Say the unstated premise out loud and put it to them: "this only works if X is true, is it?" Cross-check claims against the code; when they contradict, name the contradiction and force a choice.
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  - **Steelman and play devil's advocate.** State the strongest case for the option they're leaning away from. Attack the option they favor from its weakest seam. If it survives, the decision is stronger; if it cracks, you found the real question.
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  - **Detect and open up tradeoffs.** When "or / versus / torn between / which is better" appears, pause: name what each side optimizes for, what each sacrifices, which aligns with the goal, then recommend with reasoning. Skip for trivial or already-decided choices.
@@ -35,5 +35,5 @@ Either way the rough screen is **reacted to before real UI code**. How approval
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  **In `claude.ai/design` mode, re-fetch the design before you build on it.** Between surfacing the mockup and writing the UI code the user may have edited it directly on claude.ai/design, so once it's approved (or, in `auto`, right before you consume it), pull the **current** state before building from it: on the **`design-system`** surface via DesignSync (`list_files` → `get_file`); on the **`canvas`** surface re-read the Artifact (or the web-app project) directly, there is no MCP fetch. Build from *that*, never from the version you last pushed. Note on the ticket that the design was re-fetched at that point.
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- **Once a mockup is approved, reproduce it with 100% fidelity, not an approximation.** The approved mockup is the spec, not a mood board: match its layout, spacing, sizing, colour, typography, copy, and **every state it shows** (empty, loading, error, hover, active, disabled, and the like). "In the spirit of" the mockup is not the bar; faithful to the pixel is. This is not licence to improve or reinterpret it while building: if something in the approved mockup is genuinely infeasible, wrong, or missing a state, **stop and raise it with the user** and get the mockup (or the decision) updated, never silently deviate. An unforced departure from an approved mockup is a defect, and Verify's **Acceptance testing** checks the built screen against the approved mockup, not against a loose retelling of it.
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+ **Once a mockup is approved, reproduce it with 100% fidelity, not an approximation.** The approved mockup is the spec, not a mood board: match its layout, spacing, sizing, colour, typography, copy, and **every state it shows** (empty, loading, error, hover, active, disabled, and the like). "In the spirit of" the mockup is not the bar; faithful to the pixel is. This is not licence to improve or reinterpret it while building: if something in the approved mockup is genuinely infeasible, wrong, or missing a state, **stop and raise it with the user** and get the mockup (or the decision) updated, never silently deviate. An unforced departure from an approved mockup is a defect, and Verify checks the built screen against the approved mockup, not against a loose retelling of it: **Acceptance testing** runs the element-by-element and state-by-state mockup-fidelity check, and **Goal-backward verification** carries fidelity as an explicit goal claim (see their technique files).
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@@ -4,8 +4,8 @@ Prove the change **delivers what the ticket promised**, not merely that steps ra
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  Run it in the `build`/`bug` **Verify** step, after the tests / the plan's criterion have run, as a subagent on `config.models.verify` (dispatch the **`trailhead-verify`** agent, read-only, passing `config.models.verify` as the model override; inline when the model is unset or equals the session model, and inline on a `subagentToolkit == none` host). Like the other reviews it **never blocks the session**: run it in the background and collect it by polling (see *Reviews never block the session* in `../techniques.md`).
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- 1. **Restate the goal.** From the ticket's `## Question` and the `PLAN`'s verification criteria, list what "done" means as concrete, checkable claims. If the ticket named acceptance criteria, those are the claims.
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- 2. **Work backward from each claim to the diff.** For every claim, find the commit(s) and lines that satisfy it, record it as **unmet** if the code does not satisfy it, or as **inconclusive** (with a reason-class, see the Verdict) if you could not actually evaluate it: the check would not run, the evidence was unreadable, or the criterion is not falsifiable as written. Read the actual diff and the resulting code, not the commit messages.
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+ 1. **Restate the goal.** From the ticket's `## Question` and the `PLAN`'s verification criteria, list what "done" means as concrete, checkable claims. If the ticket named acceptance criteria, those are the claims. **When the ticket had an approved mockup**, add one explicit claim: the built UI is faithful to the approved mockup (layout, spacing, sizing, colour, typography, copy, and every state it shows). Being read-only and running before Acceptance testing, check it to the extent statically evaluable: does the built code carry the mockup's specified copy, states, and structural elements? A dropped element or missing state surfaces as `gaps_found`, and **defer the visual, pixel-level verdict to Acceptance testing's mockup-fidelity check** (a screenshot, not the diff, settles that) rather than forcing it here.
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+ 2. **Work backward from each claim to the ticket's own commits.** Take the change from the **Ticket diff** rule (canonical in `code-review.md`; restated here because this protocol is loaded on its own): the commits carrying this ticket's `Refs: #<n>` trailer, computed with exactly `git -C <repo> log --reverse --basic-regexp --grep='^Refs: #<n>$' --format=%H HEAD` and read per commit, oldest first, with `git -C <repo> show --remerge-diff <sha>`; recompute it on every run, never use a `<base>...HEAD` range, and treat an empty set as an error surfaced to the caller, never a `met`. For every claim, find the commit(s) and lines that satisfy it, record it as **unmet** if the code does not satisfy it, or as **inconclusive** (with a reason-class, see the Verdict) if you could not actually evaluate it: the check would not run, the evidence was unreadable, or the criterion is not falsifiable as written. Read the actual diff and the resulting code, not the commit messages.
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  3. **Check for silent gaps.** A task marked done whose criterion no code satisfies; a criterion the tests do not actually exercise; a partial implementation that passes the tests but misses an edge the ticket called out. A claim you **could not evaluate at all** is not a gap: it is `inconclusive` (step 4), never forced to `gaps_found`.
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  4. **Verdict.** Post the result with a leading `status:` tag the engine branches on, one of three:
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@@ -15,7 +15,7 @@ The ticket engines call these by name. Each technique's full protocol lives in i
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  | **TDD** | `techniques/tdd.md` | RED → GREEN → REFACTOR at the seams; no implementation before a failing test |
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  | **Codebase map** | `techniques/codebase-map.md` | one-time fan-out of 5 read-only readers, distilled into the repo's `trailhead:codebase` issue |
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  | **Debug** | `techniques/debug.md` | scientific method: reproduce → localise → falsifiable hypotheses → confirm cause → verify |
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- | **Code review** | `techniques/code-review.md` | review the diff on 4 axes, adversarially verify each finding before reporting |
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+ | **Code review** | `techniques/code-review.md` | review the ticket's own commits (its `Refs: #<n>` set) on 4 axes, adversarially verify each finding before reporting |
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  | **Goal-backward verification** | `techniques/verify.md` | check the change delivers what the ticket promised, working backward from its stated goal |
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- | **Acceptance testing** | `techniques/acceptance-testing.md` | prove it does what the *user* wanted: automated → browser-drive → guided UAT |
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+ | **Acceptance testing** | `techniques/acceptance-testing.md` | prove it does what the *user* wanted: ask who drives (AI or human), then automated → browser-drive → guided UAT |
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  | **Cross-AI plan review** | `techniques/plan-review.md` | send a PLAN to external AI CLIs, converge on their concerns (opt-in via `config.plan_review`) |
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  Capture without breaking flow, but with the **tracker** as destination, not scattered files. The verbs are named in this cluster's `../SKILL.md`; here is the detail of each. One capture = one action + one confirmation line; it resolves nothing.
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- **Confirmation line.** Confirm the capture by the ticket's name (not a bare `#number`) and where it landed. **If you point at working it later, lead with `/clear`**: the confirmation is a place you point at the next ticket, so the [Session handoff](../../_shared/session-handoff.md)'s `/clear`-first rule applies: a compact, future-conditional one-liner is fine (a capture is not a resolution, so no full labelled block), along the lines of *"to work it later: `/clear`, then `/trailhead:work 45`"* (in the user's conversation language). Never a bare `/trailhead:work 45` with no `/clear`, and (the same post-`/clear` invariant the [Session handoff](../../_shared/session-handoff.md) states) **never place after `/clear` an action the agent must perform that depends on context `/clear` erases**: a capture confirmation points only at user-runnable commands, which satisfies this by construction, so keep it that way. **Whenever the confirmation does point at working the ticket (a `seed` parked on its trigger, or a fog `note`/`idea` that is not a ticket yet, is the case where it does not), anchor the next step to `/trailhead:work <n>`, always:** it is the recommendation (the full engine, which can split and keeps the map record), and the confirmation names it first. `/trailhead:quick <n>` is **only** the off-map / no-split alternative (one alternative, described two ways: `quick` is the same work done off the map, without splitting), offered *alongside* `work`, **never in its place**. This holds for a **whiteboard** capture too, where both apply (`quick` is the no-split variant of `work`): the anchor stays `/trailhead:work <n>` for consistency. Same spirit as chart's codified close (#147).
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+ **Confirmation line.** Confirm the capture by the ticket's name (not a bare `#number`) and where it landed. **If you point at working it later, lead with `/clear`**: the confirmation is a place you point at the next ticket, so the [Session handoff](../../_shared/session-handoff.md)'s `/clear`-first rule applies: a compact, future-conditional one-liner is fine (a capture is not a resolution, so no full labelled block), along the lines of *"to work it later: `/clear`, then `/trailhead:work 45`"* (in the user's conversation language). Never a bare `/trailhead:work 45` with no `/clear`, and (the same post-`/clear` invariant the [Session handoff](../../_shared/session-handoff.md) states) **never place after `/clear` an action the agent must perform that depends on context `/clear` erases**: a capture confirmation points only at user-runnable commands, which satisfies this by construction, so keep it that way. **Whenever the confirmation does point at working the ticket (a `seed` parked on its trigger, or a fog `note`/`idea` that is not a ticket yet, is the case where it does not), anchor the next step to `/trailhead:work <n>`, always:** it is the recommendation (the full engine, which can split and keeps the map record), and the confirmation names it first. `/trailhead:quick <n>` is **only** the no-split alternative (a single alternative, not two: `quick <n>` works that same ticket whole via the lighter path, never splitting; a map ticket stays on its map, so never call it "off the map"), offered *alongside* `work`, **never in its place** and **never rendered twice on one line**. This holds for a **whiteboard** capture too, where both apply (`quick` is the no-split variant of `work`): the anchor stays `/trailhead:work <n>` for consistency. Same spirit as chart's codified close (#147). Render the command in this host's command forms (the **Host command forms** rule in `../../_shared/load-first.md`).
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  **Language (do not skip):** the captured ticket (title + body) is written in `config.ticket.language` (default `en`), **regardless of the language you are chatting in**. A capture fired in Italian still lands as an English ticket. This is the easiest place to slip, because a capture echoes the user's one-line phrasing; translate it, do not mirror it. See the *Ticket language* rule in `../../_shared/ticket-language.md`.
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@@ -36,7 +36,7 @@ Read **`references/inbox.md`** and follow it. It triages issues opened by others
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  ## Standalone grill: `grill [topic|ticket]`
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- Run a standalone **Grilling** (plus **Domain vocabulary**) session on a decision or topic, or on a named ticket, without committing to the full work cycle. Read the two techniques and follow them: `../_shared/techniques/grilling.md` and `../_shared/techniques/domain-vocabulary.md` (these are multi-cluster techniques, so their bodies live in `_shared/`). Record the outcome where it belongs: a ticket's resolution, the map's `Decisions so far`, or a fresh `decision` ticket.
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+ Run a standalone **Grilling** (plus **Domain vocabulary**) session on a decision or topic, or on a named ticket, without committing to the full work cycle. Read the two techniques and follow them: `../_shared/techniques/grilling.md` and `../_shared/techniques/domain-vocabulary.md` (these are multi-cluster techniques, so their bodies live in `_shared/`). Record the outcome where it belongs: a ticket's resolution, the map's `Decisions so far`, or a fresh `decision` ticket. **When the session's decision unblocks or spawns follow-on tickets** (builds graduating from a resolved blocker, or siblings the decision implies), opening them **defers to the shared "Map or whiteboard" rule** (`../trailhead-capture/references/capture.md`): when one or more maps are open, ask the user which destination (a thematically eligible map vs the whiteboard), never silently picking the whiteboard and never treating "no coherent map" as a reason to auto-drop them there. Only with **no** open map does the whiteboard follow without asking.
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  ## First-time config offer (end of chart / adopt)
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@@ -1,11 +1,11 @@
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  ---
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  name: trailhead-work
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  user-invocable: false
4
- description: "trailhead work cluster: the verbs that resolve tickets on the map and manage a ticket's lifecycle. Work the next frontier ticket or the one you name (work), work one ticket whole off the map without splitting (quick), checkpoint the ticket in play (pause), resume it from its checkpoint (resume), split an oversized ticket into children (split), and run the whole frontier autonomously until a stop condition or exhaustion (auto). A cohesion cluster of the trailhead skill split, loading the shared `_shared/` core; reached through the `/trailhead:<verb>` command wrappers. Not auto-invoked: it runs only when one of these verbs is dispatched."
4
+ description: "trailhead work cluster: the verbs that resolve tickets on the map and manage a ticket's lifecycle. Work the next frontier ticket or the one you name (work), work one ticket whole without splitting, a new whiteboard ticket or an existing one (quick), checkpoint the ticket in play (pause), resume it from its checkpoint (resume), split an oversized ticket into children (split), and run the whole frontier autonomously until a stop condition or exhaustion (auto). A cohesion cluster of the trailhead skill split, loading the shared `_shared/` core; reached through the `/trailhead:<verb>` command wrappers. Not auto-invoked: it runs only when one of these verbs is dispatched."
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  argument-hint: "[work|quick|pause|resume|split|auto] [ticket | \"text\" | note]"
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  ---
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8
- `trailhead-work` is the **work cluster** of the trailhead skill: the verbs that resolve tickets and manage a ticket's lifecycle. `work` takes the next frontier ticket (or the one you name) and resolves it with its type's engine; `quick` works one ticket whole, off the map, without splitting; `pause` checkpoints the ticket in play; `resume` picks it back up; `split` breaks an oversized ticket into children; `auto` runs the map's frontier autonomously, ticket by ticket, suspending the one-ticket-per-session rule until a stop condition or exhaustion. Everything lives on the GitHub Issues; the repo holds code only.
8
+ `trailhead-work` is the **work cluster** of the trailhead skill: the verbs that resolve tickets and manage a ticket's lifecycle. `work` takes the next frontier ticket (or the one you name) and resolves it with its type's engine; `quick` works one ticket whole without splitting (a new whiteboard ticket from text, or an existing ticket, which stays where it is); `pause` checkpoints the ticket in play; `resume` picks it back up; `split` breaks an oversized ticket into children; `auto` runs the map's frontier autonomously, ticket by ticket, suspending the one-ticket-per-session rule until a stop condition or exhaustion. Everything lives on the GitHub Issues; the repo holds code only.
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  ## Load first, in order
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@@ -18,7 +18,7 @@ Config is a property of the project/map, not the working directory: an isolation
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  The **first word** of the arguments is the verb; the rest is the text (a ticket number, a `"text"` seed, or a pause note).
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  - **`work [ticket]`** to the **Work the map** engine below (Mode 2). It dispatches the chosen ticket to its type's engine in **`references/ticket-engines.md`** (`decision` / `research` / `prototype` / `build` / `bug` / `task`). Read that file when you resolve the ticket.
21
- - **`quick [ticket | "text"]`** to the **Work one ticket whole** engine below. It runs the full `build`/`bug` cycle from `references/ticket-engines.md`, off the map, without splitting.
21
+ - **`quick [ticket | "text"]`** to the **Work one ticket whole** engine below. It runs the full `build`/`bug` cycle from `references/ticket-engines.md`, without splitting (off the map only for a new `"text"` ticket; a map ticket stays on its map).
22
22
  - **`pause [note]`** / **`resume [ticket]`** / **`split [ticket]`** to the teamwork lifecycle: `../_shared/teamwork.md` (multi-cluster, so it lives in `_shared/`). Read it and follow it.
23
23
  - **`auto [map]`** to the **autonomous run** engine in **`references/auto.md`**: it runs the map's frontier ticket-by-ticket, suspending one-ticket-per-session, taking every advisory choice as delegate without the confirm gate and stopping only at the safety rail, fog, human-necessary decisions, or human interrupt. Read that file when you engage a run.
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@@ -39,28 +39,29 @@ The user invokes with a map (URL or number). A ticket is optional: without one,
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40
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  1. Load the **map** (the low-res view, not every ticket body). **Pick which map** if the repo has several open: use the one the user named, else the active map (`.trailhead/active-map`); if neither and more than one is open, list them and ask. Set/refresh the active-map marker to the one you're working. See **Multiple maps on one repo** in `../_shared/multi-map.md`. **Codebase issue check (greenfield, offer once):** if the repo has **no `trailhead:codebase` issue** (a greenfield map never got one) and now holds **substantial code**, **don't interrupt the work to offer now**: mark the offer **pending** and surface it **at the handoff**, just before the `/clear`-first next-step block (not as a line inside it: see the **pending codebase offer** rule in `../_shared/session-handoff.md`), exactly once. On the user's yes, generate it via the **Codebase map** technique, then pin it (one of the three permanent repo pins: dashboard, codebase, conventions) and link it from the map's Notes; if the user declines, don't nag again this session. A repo that already has the issue, or is still too thin to map, skips this.
41
41
  2. Choose the ticket. **If the user named a ticket, the Preflight above already confirmed it is open** (a closed, superseded, out-of-scope, or nonexistent number stopped there, before any setup ran). If the user names one, use it (a **named** ticket may be a `trailhead:whiteboard` one: `work <n>` works it whole, off the map, with the normal cycle and split allowed; use `quick <n>` for the no-split variant). Otherwise take a frontier ticket to act on, **scoped to this map** (add its `trailhead:map-<n>` label to the frontier query when several maps are live) and **never a whiteboard ticket** (bare `work` stays on the map; the whiteboard frontier is reached via `/trailhead:whiteboard` and `quick`). Bare `work` may act on the first ticket the query returns, but that order is `gh`'s newest-first, not a priority: present several independent tickets as a **set to choose from**, not the graph's natural next step (see **Frontier order carries no priority** in `../_shared/substrate.md`). **Claim** it: assign it to yourself before any work, then re-read the assignee before starting; on a collision, stop and ask the user (see `../_shared/teamwork.md`). If the ticket proves too big once you're in it, propose a **split** rather than grind, but never split on your own: present the children you would create and wait for the user's go-ahead before creating anything (same file).
42
- - **First, resolve the effective isolation mode.** The `isolation:` header defaults to **`auto`** (an absent key means `auto`; the engine never writes the key). Under **`auto`**, at work-start **before any file edit or diagnostic probe**, ask the user once whether they will work more than one ticket at once on this machine this session. **No** (a lone ticket): the mode resolves to the current checkout, exactly like `none` (the scope-free check below applies). **Yes**: resolve by repo shape, a plain repo -> `worktree`, a **superrepo** (a `.gitmodules` at the checkout root declaring at least one submodule) -> `clone`; that "yes" **is** the clone gate's answer, so the resolved `clone` path proceeds without re-asking. Because trailhead resolves one ticket per session, this asks at most once per ticket work-start (so once per session in normal work; a within-session ticket switch re-asks at the new ticket's work-start), and an autonomous run (`/trailhead:auto`) never asks (sequential work, no concurrency) and resolves to the current checkout. If the header carries an **explicit** `none`/`worktree`/`clone`, honour it as-is (never subject it to auto's ask): explicit `clone` keeps its own gate, explicit `worktree` is eager. See `../_shared/teamwork.md`.
42
+ - **First, resolve the effective isolation mode.** The `isolation:` header defaults to **`auto`** (an absent key means `auto`; the engine never writes the key). Under **`auto`**, at work-start **before any file edit or diagnostic probe**, first run the read-only **assigned-ticket pre-check** (full rule in `../_shared/teamwork.md`): other open tickets already assigned to you **pre-bias** the ask toward `worktree`/`clone` (still asking, easy neutral), and the ask is **skipped** only when the session is already inside this ticket's own linked worktree (`trailhead/t<N>`, `N` the current ticket). Then ask the user once whether they will work more than one ticket at once on this machine this session. **No** (a lone ticket): the mode resolves to the current checkout, exactly like `none` (the scope-free check below applies). **Yes**: resolve by repo shape, a plain repo -> `worktree`, a **superrepo** (a `.gitmodules` at the checkout root declaring at least one submodule) -> `clone`; that "yes" **is** the clone gate's answer, so the resolved `clone` path proceeds without re-asking. Because trailhead resolves one ticket per session, this asks at most once per ticket work-start (so once per session in normal work; a within-session ticket switch re-asks at the new ticket's work-start), and an autonomous run (`/trailhead:auto`) never asks and never runs the pre-check (sequential work, no concurrency) and resolves to the current checkout. If the header carries an **explicit** `none`/`worktree`/`clone`, honour it as-is (never subject it to auto's ask): explicit `clone` keeps its own gate, explicit `worktree` is eager. See `../_shared/teamwork.md`.
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43
  - **When the resolved mode is the current checkout (`isolation: none`, or `auto` answered no), check the scope is free before starting** (this is how a submodule/package gets serialised when worktrees don't fit): scan the other in-progress tickets' `Scope:` lines, and if one **overlaps** this ticket's scope, **stop and tell the user** the scope is busy (name the ticket + holder) and offer a disjoint-scope frontier ticket or to wait. See `../_shared/teamwork.md`.
44
- - **Write the session-ticket marker** (a cheap hint for tooling like a statusline): at the **working root** (the checkout, worktree, or clone you'll edit in), write `.trailhead/session-ticket` as **one line** `#<n> <ticket title>`. **Keep it gitignored** (add `.trailhead/session-ticket` to that repo's `.gitignore` if absent): it's per-session local state, **never committed**. It just lets an external tool show "what am I on" offline; the tracker stays the source of truth. Remove it at Resolve/handoff (see `../_shared/session-handoff.md`); on **Pause** it may stay (you'll return) or be cleared if you release the claim. The **`.trailhead/active-map`** marker (which map this session works) follows the same rules: gitignored, per-session, never committed; see **Multiple maps on one repo** in `../_shared/multi-map.md`.
44
+ - **Write the session-ticket marker**: at the **working root** (the checkout, worktree, or clone you'll edit in), write `.trailhead/session-ticket` as **one line** `#<n> <ticket title>`. **Keep it gitignored** (add `.trailhead/session-ticket` to that repo's `.gitignore` if absent): it's per-session local state, **never committed**. It lets an external tool show "what am I on" offline (the tracker stays the source of truth), but it is not merely that cheap hint: while it is present, the git commit-msg hook also requires every commit to carry a `Refs: #<n>` trailer matching it, so a stale marker left behind would wrongly demand that trailer on unrelated commits. Remove it at Resolve/handoff (see `../_shared/session-handoff.md`); on **Pause** it may stay (you'll return) or be cleared if you release the claim. The **`.trailhead/active-map`** marker (which map this session works) follows the same rules: gitignored, per-session, never committed; see **Multiple maps on one repo** in `../_shared/multi-map.md`.
45
+ - **Sync the commit-msg hook**: at the working root, run `node <templates>/trailhead-commit-msg-sync.js --repo <working-root>` (where `<templates>` lives and what each status means: the commit-msg hook paragraph in `../_shared/teamwork.md`). Stay silent when it reports installed or current. On **upgraded**, give the user one result-oriented line: this clone's commit-msg hook was updated to the current rules. On **foreign**, one line that the user's own hook was left untouched and git does not enforce trailhead's rules here. On **skipped**, one line that nothing was set up here (a `core.hooksPath` without a trailhead hook, or a working root that is not a git repo) and git does not enforce trailhead's rules. A missing script or a node error never blocks the work.
45
46
  - **When the resolved mode is `worktree` or `clone` (explicit, or `auto` answered yes), set up the isolated workspace NOW, before any file edit or diagnostic probe** (not later at Execute/Fix): **if the repo has submodules (a `.gitmodules`), `isolation: worktree` is escalated to `clone`** (a superproject worktree cannot safely carry submodule state; see `../_shared/teamwork.md`). For `worktree` (no submodules), create/enter this ticket's `git worktree` on a `trailhead/t<n>` branch for the package/path the ticket's `Scope:` names (a submodule-bearing repo would have escalated to `clone` above), e.g. `git worktree add ../<repo>-t<n> -b trailhead/t<n>`; for `clone`, make an independent working copy at `../<repo>-t<n>` (branch `trailhead/t<n>`) by whichever is faster: `git clone` (add `--recurse-submodules` when the repo has submodules) + the install step, or a **folder copy that brings `node_modules`** (and the submodule working trees) to skip the reinstall (then verify the copy's git is independent, `git -C <copy> rev-parse --absolute-git-dir` resolves inside it, and the same inside every submodule, else commits leak back to the original); a clone with submodules is provisioned via `git submodule update --init --recursive` (nested included), each scoped submodule pinned at the superproject's recorded commit. **If this `clone` was reached via `auto`'s work-start ask (answered yes), that ask already served as the clone gate: do not re-ask, proceed to set up the clone. Under an explicit `isolation: clone`, run the gate as follows.** **Because `clone` is heavy (a full clone + an install), gate it, every time, before cloning: ask the user whether they expect to work more than one ticket at once on this machine this session.** If **no**, **skip the clone** and work this ticket in the current checkout (isolation only exists to stop concurrent workspaces from colliding; a lone ticket has nothing to collide with, so the shared-checkout caveats apply and that is fine, and `git:` still decides the branch as usual); if **yes**, clone as above. The gate is **`clone`-only**: `worktree` is cheap, so set it up without asking. Do every subsequent step in whatever workspace you ended up in. This is the whole point of isolation: if you diagnose and edit in the shared checkout "just to start" while a concurrent workspace exists, you are already colliding. Set the workspace up silently (the `clone` gate-question is the one exception you voice); it's undone at Resolve when the branch integrates and the worktree/clone is removed. See `../_shared/teamwork.md`.
46
- 3. **Brief the ticket and confirm scope, before the engine runs.** With the ticket claimed, read it and give the user a **brief, result-oriented summary of what resolving it will do** (its goal and the shape of the work, not a plan yet), then **ask whether they want to change anything**. This is a HITL confirm gate: on assent, proceed to the engine. **If the user asks for a change, hold it against the ticket.** A change **consistent** with the ticket is folded in and the engine proceeds. A change that **diverges** from the ticket is surfaced as a mismatch, and the user is **asked, never forced**, whether to (a) work the ticket **as-is**, or (b) open a **separate new ticket** for the divergent request. Offer both and decide neither: open the separate ticket **only if the user chooses it** (via **Scope that surfaces while working a ticket**, served by the capture cluster, the same capture-or-split path used for scope that surfaces mid-work), never automatically. **Under an autonomous run (`auto`) this is a process confirm gate**, so it follows the advisory boundary in `references/auto.md`: `auto` proceeds (takes the delegate option) without stopping to brief.
47
+ 3. **Brief the ticket and confirm scope, before the engine runs.** With the ticket claimed, read it and give the user a **brief, result-oriented summary of what resolving it will do** (its goal and the shape of the work, not a plan yet), then **ask whether they want to change anything**. This is a HITL confirm gate: on assent, proceed to the engine. **If the user asks for a change, hold it against the ticket.** A change **consistent** with the ticket is folded in and the engine proceeds. A change that **diverges** from the ticket is surfaced as a mismatch, and the user is **asked, never forced**, whether to (a) work the ticket **as-is**, or (b) open a **separate new ticket** for the divergent request. Offer both and decide neither: open the separate ticket **only if the user chooses it** (via **Scope that surfaces while working a ticket**, served by the capture cluster, the same capture-or-split path used for scope that surfaces mid-work), never automatically. **If the user defers the choice rather than settling it here, mark the divergent follow-up pending for the Pending follow-up guard (`../_shared/session-handoff.md`), so it is re-posed at the handoff rather than lost.** **Under an autonomous run (`auto`) this is a process confirm gate**, so it follows the advisory boundary in `references/auto.md`: `auto` proceeds (takes the delegate option) without stopping to brief.
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48
  4. Resolve it with its type's engine in **`references/ticket-engines.md`**, **zoom as needed**: fetch the full body of related/closed tickets on demand. If in doubt on a `decision` ticket, run **Grilling** + **Domain vocabulary**. If in doubt on a `build`, **stop and ask** (see the Discuss step): never auto-grill.
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  5. Record the resolution: a comment with the answer, `gh issue close`, add the pointer to *Decisions so far*. Then **unblock dependents**: for every ticket this one was blocking, if it was the last open blocker, remove its `trailhead:blocked` label so it graduates onto the frontier.
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  6. Add newly-surfaced tickets (create-then-wire, labelling blocked ones `trailhead:blocked`); graduate the fog that became specifiable, clearing the patch from *Not yet specified*. If the answer reveals a ticket sits beyond the destination, apply the **out-of-scope vs deferred** test (`../_shared/out-of-scope.md`): if it's really deferred on something outside the map, ask the user to route it to a `seed`/`idea`/`todo`; only if it's truly beyond the destination rule it **out of scope** (label, then **drop its native sub-issue edge** to reclaim a slot, then close: the eager drop in `../_shared/substrate-commands.md`, 404-tolerant, references intact) instead of resolving it. If the decision invalidates other parts of the map, update or delete them.
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  7. **Hand off.** Close the session with the **Session handoff** ritual (`../_shared/session-handoff.md`): confirm the ticket is resolved by name, then the scannable **next-step block with `/clear` first** (never the next command without it), naming the next frontier ticket and giving its number (or, when several mutually independent tickets sit on the frontier, presenting them as a **set to choose from** rather than crowning the first-listed), or `/trailhead:map` if the frontier is empty/ambiguous. This holds in any later follow-up too, not only at the moment of resolution. **If this resolution leaves the map exhausted** (no open tickets and no fog left: the destination is reached), say so; but **before closing it out, if *Out of scope* holds any deferred line** (apply the out-of-scope-vs-deferred tells in `../_shared/out-of-scope.md`), **stop and ask the user what to do with each** (a `seed` gated on its trigger, an `idea`, or a `todo`, in this or another map), so nothing wanted-later is lost when the map goes quiet. Only once the deferred items are routed (or the user says leave them), **ask the user whether to close the map issue** now that the destination is reached: `gh issue close` it on a yes (it stays the record), leave it open on a no; never close a map unprompted. Either way **refresh the dashboard** so an exhausted/closed map drops off (a structural event). Maps aren't pinned, so there's no pin to free; the dashboard, codebase, and conventions stay pinned regardless.
51
52
 
52
- ## Work one ticket whole, off the map: `quick`
53
+ ## Work one ticket whole, without splitting: `quick`
53
54
 
54
55
  A streamlined way to just get one ticket done, without map ceremony. `quick "<text>"` opens a **whiteboard** ticket (a `build`, or a `bug` when the text is clearly a defect) and works it end to end now; `quick <n>` works an **existing** ticket (whiteboard or map) the same way. For `quick <n>`, the **Preflight** above runs first: a closed, out-of-scope, superseded, or nonexistent ticket stops immediately, before config, claim, or isolation setup. Claim it first; still one ticket per session. **Bare `/trailhead:quick`** (no argument, e.g. offered in a Session handoff) asks for the piece to work, like a capture missing its text, then proceeds as `quick "<text>"`.
55
56
 
56
57
  It runs the **full engine** (the `build`/`bug` cycle in `references/ticket-engines.md`: Discuss → Plan → Execute → Verify → Resolve), differing from `work` on these points:
57
- - **Briefs and confirms scope first, exactly as Work the map step 3.** With the ticket claimed, summarise what resolving it will do and ask whether to change anything, applying the same consistency rule (a divergent request is offered as work-as-is vs a separate new ticket, opened only if the user chooses it, never forced; via **Scope that surfaces while working a ticket**). A just-written `quick "<text>"` needs only a one-line confirmation; `quick <n>` on an existing ticket gets the full brief.
58
+ - **Briefs and confirms scope first, exactly as Work the map step 3.** With the ticket claimed, summarise what resolving it will do and ask whether to change anything, applying the same consistency rule (a divergent request is offered as work-as-is vs a separate new ticket, opened only if the user chooses it, never forced; via **Scope that surfaces while working a ticket**), and, exactly as Work the map step 3, if the user defers that choice rather than settling it here, mark the divergent follow-up pending for the Pending follow-up guard (`../_shared/session-handoff.md`) so it is re-posed at the handoff. A just-written `quick "<text>"` needs only a one-line confirmation; `quick <n>` on an existing ticket gets the full brief.
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59
  - **Grill only if needed** (Discuss): never auto-grill; start from Plan and stop to ask only if a blocking ambiguity surfaces, exactly as the `build` Discuss. The user may ask to grill at any time.
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  - **Never splits.** If the ticket turns out large, work it whole anyway: that is the point of `quick`. Do not `split` it and do not spin children. (New scope that surfaces mid-work is still captured out, never folded in, see **Scope that surfaces while working a ticket**, served by the capture cluster.)
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61
  - **No map narrative book-keeping.** A whiteboard ticket has no map, so there is no `Decisions so far` update, no fog to graduate, no frontier re-scan. Everything else holds: atomic commits with `Refs: #<n>`, TDD / Code review / Acceptance testing per the cycle, the resolution comment + `gh issue close`, and the **Session handoff** (`../_shared/session-handoff.md`). **Exception, `quick <n>` on a *map* ticket: dependent-unblocking still runs** (remove `trailhead:blocked` from any dependent whose last blocker just closed, **Work the map** step 5 above); skipping it would strand those dependents off the frontier for good. Only the *narrative* book-keeping above and the split are skipped, so prefer `work <n>` for a map ticket that has dependents or belongs in the map record.
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- - **Same isolation setup as `work`.** `quick` **writes the `.trailhead/session-ticket` marker at the working root in every isolation mode** (exactly as **Work the map** step 2, so tooling like the statusline shows what's in play; no active-map marker, though: a whiteboard ticket has no map). Under `auto` it runs the same work-start concurrency ask **before any edit** and resolves to current-checkout / worktree / clone by the same rule; under an explicit `isolation: worktree`/`clone` it sets up the ticket's `trailhead/t<n>` workspace before any edit (including the submodule-forces-`clone` escalation and submodule provisioning) and re-checks the claim; under `isolation: none` (or `auto` answered no), the scope-free check applies too.
62
+ - **Same isolation setup as `work`.** `quick` **writes the `.trailhead/session-ticket` marker at the working root in every isolation mode** (exactly as **Work the map** step 2, so tooling like the statusline shows what's in play; no active-map marker, though: a whiteboard ticket has no map). Under `auto` it runs the same work-start concurrency ask **before any edit** and resolves to current-checkout / worktree / clone by the same rule; under an explicit `isolation: worktree`/`clone` it sets up the ticket's `trailhead/t<n>` workspace before any edit (including the submodule-forces-`clone` escalation and submodule provisioning) and re-checks the claim; under `isolation: none` (or `auto` answered no), the scope-free check applies too. `quick` also runs the same commit-msg hook sync at the working root, exactly as **Work the map** step 2.
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63
  - **Refreshes the dashboard at the handoff, not mid-work.** A `quick "<text>"` whiteboard ticket is born and resolved in the **same** session, so its dashboard refresh rides with the session's end, not with ticket creation: **do not refresh right after the ticket exists** (that lands a structural pinned-issue write ahead of the work `quick` exists to just-get-done, and only duplicates the resolution refresh a moment later). Refresh at **Resolve** (the handoff), as a **full regeneration from the live tracker** (never a partial patch that leaves other sections knowingly stale), so the whiteboard ticket lands on the dashboard as the session closes. **If the session pauses before Resolve** (`/trailhead:pause`), refresh there instead, so a deliberately-unfinished quick still shows (the read-only renders never rewrite the dashboard body, so nothing else would surface it). `quick <n>` on a *map* ticket does **not** refresh (map ticket progress shows via the native bar). See **The dashboard** and its freshness rule in `../_shared/substrate.md`.
63
- - **Honours `config.effort`.** `quick` is the natural home for the cost-aware path: under `effort: lean` it runs the **same size triage and ask-to-skip offer defined canonically under effort in `../_shared/configuration-reference.md`** (the same one the `build`/`bug` engine runs, `references/ticket-engines.md`), at the start before planning. On a trivial/small ticket it surfaces the one consolidated offer (the plan pass, TDD, cross-AI review, the full code review, the goal-backward verify) and goes lean **only on an explicit yes**. The correctness spine (atomic `Refs:` commits, tests/criterion, post-commit self-check, Resolve) is never skipped. Under `effort: standard` (default), and on any non-yes answer, the full cycle runs, exactly as today.
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+ - **Always size-triages, independent of `config.effort`.** `quick` is the home of the cost-aware path: reaching for `quick` is itself the signal the piece is small, so it runs the **same size triage and ask-to-skip offer defined canonically under effort in `../_shared/configuration-reference.md`** (the same one the `build`/`bug` engine runs, `references/ticket-engines.md`) **every time, at the start before planning, whatever `config.effort` is set to**. `quick` does not wait for `effort: lean`, and an explicit `effort: standard` does not suppress it: `effort` governs `work` / the map cycle, not `quick`. On a trivial/small ticket it surfaces the one consolidated offer (the plan pass, TDD, cross-AI review, the full code review, the goal-backward verify) and goes lean **only on an explicit yes**; on a large ticket there is no offer and the full cycle runs. The correctness spine (atomic `Refs:` commits, tests/criterion, post-commit self-check, Resolve) is never in the offer, whatever the size or the answer.
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  Type follows the ticket: `quick "<text>"` defaults to `build` (`bug` if a defect); `quick <n>` uses the existing type and its matching engine.
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@@ -26,6 +26,8 @@ Wherever the engine would put a **forced choice** to the human, apply the one-li
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  - **Advisory / process choice** (the test's Positive side: the delegate option is offered): `auto` **takes the delegate option WITHOUT its confirm gate**. It picks the best option with the same honest rationale delegate would state, and proceeds. This is the whole of auto's autonomy: "take delegate, skip the confirm." No new confidence threshold, no separate allowlist, so the boundary can never drift from the tested convention.
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  - **Human-necessary decision** (the test's Negative side: delegate is withheld): a `decision`-ticket convergence, a destination or scope change, an out-of-scope ruling, routing a deferred line to seed/idea/todo, closing an exhausted map, a claim collision. `auto` **sets that ticket aside and continues** (it does not decide). Likewise **fog** that needs dissolving into tickets (a human grilling act) is set aside.
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+ **The Acceptance testing drive-mode ask (AI-driven vs human-driven) is advisory too, and is taken without the confirm gate**: `auto` picks AI-driven whenever any step is agent-performable; it never fakes a human-only step, so when the UAT includes one it leaves that step incomplete and sets the ticket aside, listing the human-only steps in the run-end summary. Full protocol in `../../_shared/techniques/acceptance-testing.md`.
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+
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  **A human-only step is also a stop, even though it is not a choice.** A **HITL `task`** whose next step is a checklist only the human can perform (manual plumbing the agent cannot do: signing up for a service, provisioning access, a physical action) is neither a forced choice nor fog nor a rail action, so the tests above do not catch it, but auto still **cannot execute it alone**. Auto **sets such a ticket aside and continues**, handing the precise checklist to the human in the run-end summary; it never fabricates the human's part. An **AFK `task`** the agent can drive alone chains normally.
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  ## The run loop (a fixpoint, not one pass)
@@ -49,6 +51,6 @@ On the green path a ticket resolves and the loop continues. On a **Verify failur
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  Whatever ends the run (frontier drained or human interrupt), auto emits **one run-end summary**, in **two places**: a **chat block** for the human, and the **same summary posted as a comment on the map issue** (the durable tracker record). The summary states:
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  - **why it stopped** (auto-workable frontier exhausted, or human interrupt);
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  - **what resolved** (the tickets auto closed this run);
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- - **what remains**: the **set-aside** tickets (fog, `decision` convergences, out-of-scope rulings, HITL `task` checklists, and rail actions including any **ready-to-integrate branch / PR** under `git: pr`) and **why each needs the human**, the **paused / stuck** tickets from the failure budget, and any **blocked dependents** still waiting.
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+ - **what remains**: the **set-aside** tickets (fog, `decision` convergences, out-of-scope rulings, HITL `task` checklists, human-only UAT steps, and rail actions including any **ready-to-integrate branch / PR** under `git: pr`) and **why each needs the human**, the **paused / stuck** tickets from the failure budget, and any **blocked dependents** still waiting.
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  Then hand back to the human with the normal session handoff framing (`../../_shared/session-handoff.md`): the human decides what to take next (dissolve fog, make a held decision, authorise a rail action, then re-invoke `/trailhead:auto` to drain more).
@@ -1,11 +1,14 @@
1
1
  # Ticket types and their engine
2
2
 
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- The per-type engines the `work` verb dispatches to (Mode 2 step 4, in `../SKILL.md`). The `build`/`bug` engine is this cluster's single-cluster reference; `decision`/`research`/`prototype`/`task` round out the six types. `quick` (the off-map, no-split variant) lives inline in `../SKILL.md`.
3
+ The per-type engines the `work` verb dispatches to (Mode 2 step 4, in `../SKILL.md`). The `build`/`bug` engine is this cluster's single-cluster reference; `decision`/`research`/`prototype`/`task` round out the six types. `quick` (the no-split variant: a new `"text"` ticket off the map, or an existing ticket where it lives) lives inline in `../SKILL.md`.
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  Every ticket is **HITL** (human in the loop, speaking for themselves) or **AFK** (driven by the agent alone). A HITL ticket resolves only through the live exchange: the agent never stands in for the human's side.
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  Technique names below (**Grilling**, **Domain vocabulary**, **Prototype**, **Research**, **TDD**, **Code review**, **Acceptance testing**, **Debug**) are indexed in `../../_shared/techniques.md`; their full protocols live in `_shared/`, read from `../../_shared/techniques/<name>.md`.
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8
 
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+ ## UAT follow-ups (any type)
10
+ A ticket whose body carries `UAT of: <parent>` is a UAT follow-up, **whatever its type label**, including a graduated seed (a `trailhead:seed` that dropped `trailhead:seed` + `trailhead:blocked` on graduating, keeping whatever type label it had, or none). `work`, `quick`, and `auto` all dispatch through this file, so this check runs **before** the per-type engines below. It resolves via the **Acceptance testing** technique (`../../_shared/techniques/acceptance-testing.md`), starting with the drive-mode ask; the record is a `VERIFY` comment on the follow-up itself, never on the parent. It closes only on a confirmed pass, with a resolution comment linking back to the parent.
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+
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  ## `decision`: HITL, *default for decision tickets*
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  Close a choice, but widen before you narrow:
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@@ -27,11 +30,11 @@ The ticket that *builds*. Lean cycle, all in **ticket comments**:
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  1. **Discuss**: **never auto-grill.** Start from Plan. If reading the ticket surfaces blocking ambiguity, **stop and ask the user** whether they want a **Grilling** round: don't launch it on your own initiative. Only on their assent run the short round and post a `DISCUSS` comment with the closed choices. The user may also ask for it themselves at any time. Advisory choices raised here **offer** the delegate/defer options, per the injection recipe in `../../_shared/choices.md`.
29
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  2. **Plan**: a `PLAN` comment: the steps, the seams, the files touched, the verification criteria. Apply **TDD** per `config.tdd` (`seams`/`on`/`off`). Produce this plan via a *planner subagent* on `config.models.plan` (dispatch the **`trailhead-plan`** agent, read-only, passing `config.models.plan` as the model override; inline when the model is unset or equals the session model; Execute then runs as its own subagent, see below). If `config.plan_review` is on, run **Cross-AI plan review** before Execute: send the plan to external AI CLIs and converge on their concerns. Now that the files/seam are known, run the **undeclared-coupling check** (`../../_shared/teamwork.md`) against in-progress tickets. **Plan to sufficiency:** stop once you can name the steps, seams, and files with confidence, and never re-read a file already read in this planning pass; act when you have enough to plan, rather than re-deriving what the pass already established. **The single exception:** under an accepted `lean` skip (see the Size triage above), produce a short inline plan here instead of the planner subagent, and skip Cross-AI plan review; absent that accepted skip, this step runs in full as described.
30
- 3. **Execute**: **if this ticket changes user-facing UI (a new screen, a redesign, a changed layout), run the Prototype technique FIRST, before any real UI code**: surface a mockup to react to, routed by `config.design` (disk / claude.ai/design / stitch) and gated by `config.design.approval` (`explicit` waits for a go-ahead, `auto` proceeds after surfacing). **Route by `config.design` and never shortcut a hosted mode to a local disk mockup**: when `config.design` is `claude.ai/design` or `stitch`, the mockup is built there (reusing a cached `design.project`); `disk` is only for `config.design: disk` or the technique's explicit, announced fallback, never a convenience default. Read `config.design` before producing anything. For a redesign or new screen the default is to offer mockups; don't jump straight to code on a UI ticket. **Once the mockup is approved, reproduce it with 100% fidelity** (layout, spacing, sizing, colour, type, copy, and every state), never a loose approximation "in the spirit of" it; if part of the approved mockup is genuinely infeasible, stop and raise it rather than silently deviate (full statement in the **Prototype** technique, `../../_shared/techniques/prototype.md`). Then implement with **atomic commits** (conventional commits, each with a `Refs: #<n>` trailer for this ticket, see **Principles** in `../../_shared/principles.md`), following the repo's `trailhead:conventions` `git:`, straight to `main` by default, or a feature branch + PR when `git: pr`. **Under `isolation: worktree`, do the work in this ticket's `git worktree`** (`trailhead/t<n>` branch), integrating to the trunk at Resolve (see `../../_shared/teamwork.md`). One commit = one verifiable step. Run this via an **executor subagent on `config.models.execute`** (dispatch the **`trailhead-executor`** agent, full tools that can Edit/Write/commit, passing `config.models.execute` as the model override; inline when the model is unset or equals the session model); the commits land on `main`, visible. **Before installing any new dependency, run the verify-before-install gate** (slopsquatting barrier): check the package's legitimacy (name / typosquat similarity to popular packages, age / first-seen date, download counts, repository metadata present and matching) and **stop and ask the user on a suspicious result** (block-and-ask), never installing on your own judgement. On a host with a hook bus the `trailhead-install-guard` `PreToolUse` hook enforces this, blocking a named public-registry install (npm / PyPI / crates.io / Go / RubyGems) until it is vetted; once vetted, proceed by re-running the exact install command prefixed with `TRAILHEAD_VERIFIED_INSTALL=1`. New scope surfacing mid-execute is captured/split, not worked here.
31
- 4. **Verify**: a `VERIFY` comment: run the tests / the plan's criterion; then the **Code review** technique (its subagent reviews *adversarially*: it doesn't defer to a `CLAUDE.md` convention or a "settled decision" memory), **run in the background and collected by polling, never a blind blocking wait** (a hard engine default on every host, see *Reviews never block the session* in `../../_shared/techniques.md`); **read the review's leading `status:` tag to branch deterministically: `status: clean` -> proceed to Resolve, `status: issues_found` -> iterate the fix-and-re-review loop (or run the HITL checkpoint) before resolving**; then the **Goal-backward verification** technique on `config.models.verify` (does the change deliver what the ticket promised, backward from its `Question` and the `PLAN`'s criteria; the read-only `trailhead-verify` subagent), **run in the background and collected by polling** like Code review, branching on its leading `status:` tag (`status: met` -> proceed, `status: gaps_found` -> loop back to Execute for the gap or run the HITL checkpoint before resolving, `status: inconclusive` as the leading tag (all gaps cleared) -> a per-reason-class HITL checkpoint with no auto-retry, never auto-resolving over the unevaluated goal); then **Acceptance testing** if the change is user-facing (browser-drive it, or **walk the user through a guided UAT conversationally, one step at a time**, never a checklist dumped in a comment): interactive by design, so it runs inline, not backgrounded. Report the outcome honestly (if a test fails, say so). **The single exception:** under an accepted `lean` skip, run a lighter inline review pass instead of the full Code-review subagent and a quick inline goal check instead of the full Goal-backward verification subagent (or skip either only when the change is truly cosmetic); the tests / criterion and the honest outcome report still run regardless. At a HITL checkpoint here, an advisory sub-choice (which fix, how to proceed) **offers** the delegate option, per the injection recipe in `../../_shared/choices.md`; the accept/resolve decision stays the human's.
32
- 5. **Resolve**: a resolution comment with what was done → `gh issue close` → update `Decisions so far` on the map (a body read-modify-write: obey the **Fail-safe body rewrites** rule in `../../_shared/substrate.md`). **Pending-UAT guard (before the close).** If Verify left acceptance testing **deferred** (the human accepted closing now and running the UAT later), **open the follow-up ticket carrying the owed UAT first**, linked back to this parent (a `task` on the frontier or a `trailhead:seed` gated on the run, per *Pending UAT must stay tracked* in `../../_shared/techniques/acceptance-testing.md`); never `gh issue close` on deferred UAT with nothing opened. **Post-commit self-check (before the comment goes out).** For each commit the comment cites, confirm the hash resolves (`git cat-file -e <hash>^{commit}`, or `git show --stat <hash>`) and that every file the comment names as touched actually appears in that commit's diff (`git -c core.quotepath=false show --name-only --format= <hash>`, with `core.quotepath=false` so a non-ASCII filename compares plainly instead of in git's C-quoted form); correct or drop any citation that fails the check, so a hallucinated or mis-stated commit never lands in the tracker record. **If this change materially altered the codebase** (a new module/layer, dependency, seam, or build/test command), **patch the affected facet of the `trailhead:codebase` issue** (see **Codebase** in `../../_shared/substrate.md`) in place (a line or two, not a re-map). Then close the session with the **Session handoff** ritual (`../../_shared/session-handoff.md`): `/clear` + next command.
33
+ 3. **Execute**: **if this ticket changes user-facing UI (a new screen, a redesign, a changed layout), run the Prototype technique FIRST, before any real UI code**: surface a mockup to react to, routed by `config.design` (disk / claude.ai/design / stitch) and gated by `config.design.approval` (`explicit` waits for a go-ahead, `auto` proceeds after surfacing). **Route by `config.design` and never shortcut a hosted mode to a local disk mockup**: when `config.design` is `claude.ai/design` or `stitch`, the mockup is built there (reusing a cached `design.project`); `disk` is only for `config.design: disk` or the technique's explicit, announced fallback, never a convenience default. Read `config.design` before producing anything. For a redesign or new screen the default is to offer mockups; don't jump straight to code on a UI ticket. **Once the mockup is approved, reproduce it with 100% fidelity** (layout, spacing, sizing, colour, type, copy, and every state), never a loose approximation "in the spirit of" it; if part of the approved mockup is genuinely infeasible, stop and raise it rather than silently deviate (full statement in the **Prototype** technique, `../../_shared/techniques/prototype.md`). **Make fidelity verifiable, not a hope:** before finishing Execute, enumerate the approved mockup's elements and states, confirm each is reproduced, and **record that enumerated fidelity list as a ticket comment** (noting any element raised as infeasible with its resolution), so Verify works from a durable checklist instead of reconstructing intent. At Verify, **Acceptance testing** checks the built screen against the approved mockup (element by element, state by state) and **Goal-backward verification** carries fidelity as an explicit goal claim (see `../../_shared/techniques/acceptance-testing.md` and `../../_shared/techniques/verify.md`). Then implement with **atomic commits** (conventional commits, each with a `Refs: #<n>` trailer for this ticket, see **Principles** in `../../_shared/principles.md`; the trailer is also what scopes Verify's review and goal check, per **Ticket diff** in `../../_shared/techniques/code-review.md`), following the repo's `trailhead:conventions` `git:`, straight to `main` by default, or a feature branch + PR when `git: pr`. **Under `isolation: worktree`, do the work in this ticket's `git worktree`** (`trailhead/t<n>` branch), integrating to the trunk at Resolve (see `../../_shared/teamwork.md`). One commit = one verifiable step. Run this via an **executor subagent on `config.models.execute`** (dispatch the **`trailhead-executor`** agent, full tools that can Edit/Write/commit, passing `config.models.execute` as the model override; inline when the model is unset or equals the session model); the commits land on `main`, visible. **Before installing any new dependency, run the verify-before-install gate** (slopsquatting barrier): check the package's legitimacy (name / typosquat similarity to popular packages, age / first-seen date, download counts, repository metadata present and matching) and **stop and ask the user on a suspicious result** (block-and-ask), never installing on your own judgement. On a host with a hook bus the `trailhead-install-guard` `PreToolUse` hook enforces this, blocking a named public-registry install (npm / PyPI / crates.io / Go / RubyGems) until it is vetted; once vetted, proceed by re-running the exact install command prefixed with `TRAILHEAD_VERIFIED_INSTALL=1`. New scope surfacing mid-execute is captured/split, not worked here.
34
+ 4. **Verify**: a `VERIFY` comment: run the tests / the plan's criterion; then the **Code review** technique, scoped to the ticket's own commits per its **Ticket diff** rule (`../../_shared/techniques/code-review.md`: the `Refs: #<n>` set, read per commit, recomputed each round, an empty set surfaced as an error, never a `<base>...HEAD` range) (its subagent reviews *adversarially*: it doesn't defer to a `CLAUDE.md` convention or a "settled decision" memory), and carries the review's counts line and findings ledger, per code-review.md, **run in the background and collected by polling, never a blind blocking wait** (a hard engine default on every host, see *Reviews never block the session* in `../../_shared/techniques.md`); **read the review's leading `status:` tag to branch deterministically: `status: clean` -> proceed to Resolve, `status: issues_found` -> iterate the fix-and-re-review loop (or run the HITL checkpoint) before resolving**; then the **Goal-backward verification** technique on `config.models.verify` (does the change deliver what the ticket promised, backward from its `Question` and the `PLAN`'s criteria; the read-only `trailhead-verify` subagent, on the same **Ticket diff** set), **run in the background and collected by polling** like Code review, branching on its leading `status:` tag (`status: met` -> proceed, `status: gaps_found` -> loop back to Execute for the gap or run the HITL checkpoint before resolving, `status: inconclusive` as the leading tag (all gaps cleared) -> a per-reason-class HITL checkpoint with no auto-retry, never auto-resolving over the unevaluated goal); then **Acceptance testing** if the change is user-facing, opening with the drive-mode ask (`../../_shared/techniques/acceptance-testing.md`): AI-driven, or **walk the user through a guided UAT conversationally, one step at a time**, never a checklist dumped in a comment: interactive by design, so it runs inline, not backgrounded. Report the outcome honestly (if a test fails, say so). **The single exception:** under an accepted `lean` skip, run a lighter inline review pass instead of the full Code-review subagent and a quick inline goal check instead of the full Goal-backward verification subagent (or skip either only when the change is truly cosmetic); the lighter inline review still uses the same finding IDs, counts line, and ledger, and the same no-`open` gate, per code-review.md; the tests / criterion and the honest outcome report still run regardless. At a HITL checkpoint here, an advisory sub-choice (which fix, how to proceed) **offers** the delegate option, per the injection recipe in `../../_shared/choices.md`; the accept/resolve decision stays the human's.
35
+ 5. **Resolve**: a resolution comment with what was done → `gh issue close` → update `Decisions so far` on the map (a body read-modify-write: obey the **Fail-safe body rewrites** rule in `../../_shared/substrate.md`). **Disposition gate (before the close)**: the latest `VERIFY` comment's findings ledger covers every finding the counts line counts and none of them is `open`; the resolution comment links that ledger rather than duplicating it; otherwise do not `gh issue close` (per code-review.md's Disposition gate). **Pending-UAT guard (before the close).** If Verify left acceptance testing **not yet run** (it would otherwise be deferred), **pose the two-way choice to the user and wait for an explicit answer, never open a ticket unilaterally**: (a) run the UAT now, in this session, with no ticket (opens with the drive-mode ask, `../../_shared/techniques/acceptance-testing.md`), or (b) open a UAT follow-up ticket to run it later. On (a), run the guided walkthrough now and resolve **only on a confirmed pass** (a failing step becomes a fix or a `bug` follow-up and an incomplete/blocked step is marked pending and tracked, per the guided-UAT rules in `../../_shared/techniques/acceptance-testing.md`, not a silent close); on (b), **open the follow-up ticket carrying the owed UAT first**, linked back to this parent (a `task` on the frontier or a `trailhead:seed` gated on the run, per *Pending UAT must stay tracked* in `../../_shared/techniques/acceptance-testing.md`). **Never open a UAT ticket without asking, never `gh issue close` on a chosen-deferred UAT with nothing opened, and never let silence or an ambiguous reply default to either path.** When acceptance was already completed at Verify, this guard doesn't fire. **Post-commit self-check (before the comment goes out).** For each commit the comment cites, confirm the hash resolves (`git cat-file -e <hash>^{commit}`, or `git show --stat <hash>`) and that every file the comment names as touched actually appears in that commit's diff (`git -c core.quotepath=false show --name-only --format= <hash>`, with `core.quotepath=false` so a non-ASCII filename compares plainly instead of in git's C-quoted form); correct or drop any citation that fails the check, so a hallucinated or mis-stated commit never lands in the tracker record. **If this change materially altered the codebase** (a new module/layer, dependency, seam, or build/test command), **patch the affected facet of the `trailhead:codebase` issue** (see **Codebase** in `../../_shared/substrate.md`) in place (a line or two, not a re-map). Then close the session with the **Session handoff** ritual (`../../_shared/session-handoff.md`): `/clear` + next command.
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36
 
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- New scope that surfaces mid-build (while planning, executing, or testing) → **capture or split, never expand this ticket in flight** (see **Scope that surfaces while working a ticket**, served by the capture cluster).
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+ New scope that surfaces mid-build (while planning, executing, or testing) → **capture or split, never expand this ticket in flight** (see **Scope that surfaces while working a ticket**, served by the capture cluster). If the user defers that in-the-moment choice rather than settling it, mark the follow-up **pending** so the **Pending follow-up guard** re-poses it at handoff (`../../_shared/session-handoff.md`), instead of losing it to scrollback.
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  ## `bug`: the fix with diagnosis first
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  A defect to correct. Unlike `build`, you don't start from implementation: first you **understand**.
@@ -46,11 +49,11 @@ Then run the cycle, all in ticket comments:
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  1. **Repro**: a `REPRO` comment: how to reproduce, expected vs observed behaviour.
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  2. **Diagnose**: run the **Debug** technique. A `DIAGNOSIS` comment with the root cause **stated as a falsifiable hypothesis plus the falsification test that confirmed it**. **Pre-fix checkpoint: only a confirmed cause proceeds to Fix** (a cause that has not survived its falsification test stays in diagnosis, looping the hypothesis steps); the full gate lives in the **Debug** technique (`../../_shared/techniques/debug.md`).
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- 3. **Fix**: implement the correction with **atomic commits** (each with a `Refs: #<n>` trailer for this ticket, see **Principles** in `../../_shared/principles.md`; per the repo's `trailhead:conventions` `git:`, `main` by default, else a branch + PR; in this ticket's `git worktree` under `isolation: worktree`), via an **executor subagent on `config.models.execute`** (dispatch the **`trailhead-fix`** agent, full tools, passing `config.models.execute` as the model override; inline when unset/same as session). Where sensible, a test that fails before and passes after (**TDD**). The **verify-before-install gate** from the `build` Execute step applies here too: vet any new dependency (typosquat similarity, age, downloads, repository metadata) and stop and ask the user on a suspicious result, before installing.
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- 4. **Verify**: a `VERIFY` comment: the repro now passes, no regressions; **Code review** on the fix, **run in the background and collected by polling, never a blind blocking wait** (a hard engine default on every host, see *Reviews never block the session* in `../../_shared/techniques.md`); **read the review's leading `status:` tag to branch deterministically (`status: clean` -> Resolve, `status: issues_found` -> iterate the loop or run the checkpoint first)**; then the **Goal-backward verification** technique on `config.models.verify` (does the fix deliver what the ticket promised, backward from its `Question`; the read-only `trailhead-verify` subagent), background and collected by polling, branching on its leading `status:` tag (`status: met` -> proceed, `status: gaps_found` -> loop back to Fix for the gap or run the checkpoint, `status: inconclusive` as the leading tag (all gaps cleared) -> a per-reason-class HITL checkpoint with no auto-retry, never auto-resolving over the unevaluated goal); **Acceptance testing** if the bug was user-facing (browser-drive the fixed flow, or **walk the user through a guided UAT conversationally, step by step**, not a checklist to self-serve): interactive by design, so it runs inline, not backgrounded. At a HITL checkpoint here, an advisory sub-choice (which fix, how to proceed) **offers** the delegate option, per the injection recipe in `../../_shared/choices.md`; the accept/resolve decision stays the human's.
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- 5. **Resolve**: a resolution comment (cause + fix) → `gh issue close` → update `Decisions so far` (a body read-modify-write: obey the **Fail-safe body rewrites** rule in `../../_shared/substrate.md`). **Pending-UAT guard (before the close).** If Verify left acceptance testing **deferred** (the human accepted closing now and running the UAT later), **open the follow-up ticket carrying the owed UAT first**, linked back to this parent (a `task` on the frontier or a `trailhead:seed` gated on the run, per *Pending UAT must stay tracked* in `../../_shared/techniques/acceptance-testing.md`); never `gh issue close` on deferred UAT with nothing opened. **Run the post-commit self-check before posting, exactly as in the `build` Resolve step** (each cited hash resolves and the files it names appear in that commit's diff; correct or drop any citation that fails). **If the fix materially altered the codebase**, patch the affected facet of the `trailhead:codebase` issue (see **Codebase** in `../../_shared/substrate.md`; also a body read-modify-write, same **Fail-safe body rewrites** rule) in place (a line or two). Then close the session with the **Session handoff** ritual (`../../_shared/session-handoff.md`): `/clear` + next command.
52
+ 3. **Fix**: implement the correction with **atomic commits** (each with a `Refs: #<n>` trailer for this ticket, see **Principles** in `../../_shared/principles.md`; the trailer is also what scopes Verify's review and goal check, per **Ticket diff** in `../../_shared/techniques/code-review.md`; per the repo's `trailhead:conventions` `git:`, `main` by default, else a branch + PR; in this ticket's `git worktree` under `isolation: worktree`), via an **executor subagent on `config.models.execute`** (dispatch the **`trailhead-fix`** agent, full tools, passing `config.models.execute` as the model override; inline when unset/same as session). Where sensible, a test that fails before and passes after (**TDD**). The **verify-before-install gate** from the `build` Execute step applies here too: vet any new dependency (typosquat similarity, age, downloads, repository metadata) and stop and ask the user on a suspicious result, before installing. **For a user-facing fix that changes UI, the `build` Execute step's Prototype + approved-mockup fidelity rule applies here too:** where the fix changes a screen, surface a mockup, and once approved reproduce it with 100% fidelity with the same enumerated, Verify-checked fidelity list.
53
+ 4. **Verify**: a `VERIFY` comment: the repro now passes, no regressions; **Code review** on the fix, scoped to the ticket's own commits per its **Ticket diff** rule (`../../_shared/techniques/code-review.md`: the `Refs: #<n>` set, read per commit, recomputed each round, an empty set surfaced as an error, never a `<base>...HEAD` range), and carries the review's counts line and findings ledger, per code-review.md, **run in the background and collected by polling, never a blind blocking wait** (a hard engine default on every host, see *Reviews never block the session* in `../../_shared/techniques.md`); **read the review's leading `status:` tag to branch deterministically (`status: clean` -> Resolve, `status: issues_found` -> iterate the loop or run the checkpoint first)**; then the **Goal-backward verification** technique on `config.models.verify` (does the fix deliver what the ticket promised, backward from its `Question`; the read-only `trailhead-verify` subagent, on the same **Ticket diff** set), background and collected by polling, branching on its leading `status:` tag (`status: met` -> proceed, `status: gaps_found` -> loop back to Fix for the gap or run the checkpoint, `status: inconclusive` as the leading tag (all gaps cleared) -> a per-reason-class HITL checkpoint with no auto-retry, never auto-resolving over the unevaluated goal); **Acceptance testing** if the bug was user-facing, opening with the drive-mode ask (`../../_shared/techniques/acceptance-testing.md`): AI-driven, or **walk the user through a guided UAT conversationally, step by step**, not a checklist to self-serve: interactive by design, so it runs inline, not backgrounded. At a HITL checkpoint here, an advisory sub-choice (which fix, how to proceed) **offers** the delegate option, per the injection recipe in `../../_shared/choices.md`; the accept/resolve decision stays the human's.
54
+ 5. **Resolve**: a resolution comment (cause + fix) → `gh issue close` → update `Decisions so far` (a body read-modify-write: obey the **Fail-safe body rewrites** rule in `../../_shared/substrate.md`). **Disposition gate (before the close)**: the latest `VERIFY` comment's findings ledger covers every finding the counts line counts and none of them is `open`; the resolution comment links that ledger rather than duplicating it; otherwise do not `gh issue close` (per code-review.md's Disposition gate). **Pending-UAT guard (before the close).** If Verify left acceptance testing **not yet run** (it would otherwise be deferred), **pose the two-way choice to the user and wait for an explicit answer, never open a ticket unilaterally**: (a) run the UAT now, in this session, with no ticket (opens with the drive-mode ask, `../../_shared/techniques/acceptance-testing.md`), or (b) open a UAT follow-up ticket to run it later. On (a), run the guided walkthrough now and resolve **only on a confirmed pass** (a failing step becomes a fix or a `bug` follow-up and an incomplete/blocked step is marked pending and tracked, per the guided-UAT rules in `../../_shared/techniques/acceptance-testing.md`, not a silent close); on (b), **open the follow-up ticket carrying the owed UAT first**, linked back to this parent (a `task` on the frontier or a `trailhead:seed` gated on the run, per *Pending UAT must stay tracked* in `../../_shared/techniques/acceptance-testing.md`). **Never open a UAT ticket without asking, never `gh issue close` on a chosen-deferred UAT with nothing opened, and never let silence or an ambiguous reply default to either path.** When acceptance was already completed at Verify, this guard doesn't fire. **Run the post-commit self-check before posting, exactly as in the `build` Resolve step** (each cited hash resolves and the files it names appear in that commit's diff; correct or drop any citation that fails). **If the fix materially altered the codebase**, patch the affected facet of the `trailhead:codebase` issue (see **Codebase** in `../../_shared/substrate.md`; also a body read-modify-write, same **Fail-safe body rewrites** rule) in place (a line or two). Then close the session with the **Session handoff** ritual (`../../_shared/session-handoff.md`): `/clear` + next command.
52
55
 
53
- A **blocking** bug that halts other work is worked immediately; an isolated one is a normal frontier ticket. New scope surfacing while fixing → capture or split, never expand this ticket in flight (see **Scope that surfaces while working a ticket**).
56
+ A **blocking** bug that halts other work is worked immediately; an isolated one is a normal frontier ticket. New scope surfacing while fixing → capture or split, never expand this ticket in flight (see **Scope that surfaces while working a ticket**). A follow-up raised but left unopened is carried to the **Pending follow-up guard** at handoff (`../../_shared/session-handoff.md`), re-posed at Resolve rather than dropped.
54
57
 
55
58
  ## `task`: HITL or AFK
56
59
  Manual work that must happen before a *decision* can be made: signing up for a service to judge its API, provisioning access, moving data to see its shape. The agent drives it alone where it can (AFK); otherwise it hands the human a precise checklist (HITL). Resolved when the work is done; the answer records what was done and the resulting facts (where credentials live, new URLs, row counts) later tickets depend on.
@@ -6,19 +6,26 @@
6
6
  // hook bus; this git hook is how the commit-guard survives there). Decision #16.
7
7
  //
8
8
  // Self-contained by design: detached from the trailhead install, it inlines the
9
- // same two rules as plugins/trailhead/hooks/lib/commit-message-check.js. That
10
- // lib's test drives this hook end-to-end so the two copies cannot drift.
9
+ // same rules as plugins/trailhead/hooks/lib/commit-message-check.js. That
10
+ // lib's test drives this hook end-to-end so the copies cannot drift.
11
11
  //
12
12
  // git passes the commit-message file path as argv[2]. On a violation: print the
13
13
  // reason to stderr and exit 1 (git aborts the commit). Otherwise exit 0.
14
14
  // Crash-safe: any unexpected error exits 0 (never wedge a commit).
15
+ //
16
+ // Note: a merge/revert/fixup message already fails the conventional-subject
17
+ // rule below, so it needs no special case; `git commit --amend` keeps whatever
18
+ // trailer the original message carried; `git commit --no-verify` bypasses this
19
+ // hook entirely, as before.
15
20
 
16
21
  const fs = require('fs');
22
+ const path = require('path');
17
23
 
18
24
  const TYPES = 'feat|fix|docs|style|refactor|perf|test|build|ci|chore|revert';
19
25
  const CONVENTIONAL = new RegExp(`^(${TYPES})(\\([^)]+\\))?!?:\\s.+`);
20
26
  const CO_AUTHORED = /co-authored-by\s*:/i;
21
27
  const SCISSORS = '# ------------------------ >8';
28
+ const REFS_LINE = /^\s*refs\s*:(.*)$/i;
22
29
 
23
30
  function messageRegion(raw) {
24
31
  const text = String(raw == null ? '' : raw);
@@ -33,6 +40,40 @@ function subjectOf(raw) {
33
40
  return '';
34
41
  }
35
42
 
43
+ // Mirrors parseSessionTicket() in commit-message-check.js: parses the first
44
+ // line of a .trailhead/session-ticket marker (`#<n> <title>`).
45
+ function parseSessionTicket(text) {
46
+ const raw = String(text == null ? '' : text).replace(/^/, '');
47
+ const firstLine = raw.split('\n')[0].replace(/\r$/, '');
48
+ const m = firstLine.match(/^#([1-9]\d*)(?:\s|$)/);
49
+ return m ? Number(m[1]) : null;
50
+ }
51
+
52
+ // Mirrors hasRefsFor() in commit-message-check.js.
53
+ function hasRefsFor(message, n) {
54
+ const target = new RegExp('#' + n + '(?![\\w])');
55
+ for (const line of messageRegion(message).split('\n')) {
56
+ if (line.trim().startsWith('#')) continue;
57
+ const m = line.match(REFS_LINE);
58
+ if (m && target.test(m[1])) return true;
59
+ }
60
+ return false;
61
+ }
62
+
63
+ // Reads the session-ticket marker at the worktree top-level. git runs
64
+ // commit-msg from the worktree top-level (linked worktrees included), so
65
+ // process.cwd() is the right root here. Its own try/catch: a read error
66
+ // (marker absent, unreadable, etc.) must never skip the other rules below,
67
+ // it just leaves the Refs rule off.
68
+ function readTicket() {
69
+ try {
70
+ const markerPath = path.join(process.cwd(), '.trailhead', 'session-ticket');
71
+ return parseSessionTicket(fs.readFileSync(markerPath, 'utf8'));
72
+ } catch {
73
+ return null;
74
+ }
75
+ }
76
+
36
77
  try {
37
78
  const file = process.argv[2];
38
79
  const raw = file ? fs.readFileSync(file, 'utf8') : '';
@@ -51,6 +92,12 @@ try {
51
92
  process.stderr.write('trailhead: commit subject must be 72 characters or less.\n');
52
93
  process.exit(1);
53
94
  }
95
+
96
+ const ticket = readTicket();
97
+ if (Number.isInteger(ticket) && ticket > 0 && !hasRefsFor(raw, ticket)) {
98
+ process.stderr.write(`trailhead: this commit is on ticket #${ticket} (per .trailhead/session-ticket) but has no "Refs: #${ticket}" trailer. Add "Refs: #${ticket}" as the last line of the message and commit again. If this commit is not part of ticket #${ticket}, remove the stale .trailhead/session-ticket marker first.\n`);
99
+ process.exit(1);
100
+ }
54
101
  } catch {
55
102
  process.exit(0); // never wedge a commit on an unexpected error
56
103
  }