@tacuchi/agent-workflow-cli 20.17.0 → 20.22.0

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@@ -2,11 +2,11 @@
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  name: plan-exec-loop
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  description: >-
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  Executes an implementation plan (docs/plans/PPP-plan-<slug>.md) as a living
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- doc: reads and updates it phase by phase while editing the real code and
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- managing DB and git. Heir of the chassis (loops/CHASSIS.md +
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- CODE-POLICIES.md). Deltas: single resumable session, safe git (verified
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- branch, per-source proposed commits, never push/--amend/--no-verify), DB
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- scripts-only (never executes DML/DDL), per-phase and final validation,
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+ doc: runs it phase by phase each phase a verifiable state — while editing
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+ the real code and managing DB and git. Heir of the chassis (loops/CHASSIS.md
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+ + CODE-POLICIES.md). Deltas: executability entry gate, deviation gate
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+ (structural to plan-refine, functional to spec-refine), single resumable
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+ session, safe git, DB scripts-only, phase proof plus progressive tests,
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  pre-commit closing review gate, no auto-export. Composes git and sql.
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  Started by /w:plan-exec. Invoke to implement an already generated plan.
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  ---
@@ -22,10 +22,10 @@ PLAN
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  2 — the AI runs it end to end.
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  ## Started by
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- `/w:plan-exec` — **resumable** (same chassis mechanism; here resume keys off the plan-doc checkboxes + CHECKPOINT, see Delta 1).
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+ `/w:plan-exec` — **resumable** (same chassis mechanism; here resume keys off the plan-doc phase states + checkboxes + CHECKPOINT, see Delta 1).
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  ## Reads
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- `docs/plans/PPP-plan-<slug>.md` (locate via the `docs/plans/PPP-plan-*.md` glob or the exact path from the command argument). It runs **any** plan, whether or not it passed through [`plan-refine-loop`](../plan-refine-loop/LOOP.md) — plan-refine is auxiliary, not mandatory; no gate requires it. If the plan includes UI, it also reads the **design SPECs** (`NNN-SPEC-<SLUG>.md`) its Tasks reference — artifacts of the plan-new/plan-refine session, read **read-only** as the design reference while implementing (see [`SPEC.md`](../../artifacts/artifacts-design/SPEC.md)).
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+ `docs/plans/PPP-plan-<slug>.md` (locate via the `docs/plans/PPP-plan-*.md` glob or the exact path from the command argument) **and its source spec** (resolved through the plan's `## Origin`) — the entry gate reads both. It runs **any** plan, whether or not it passed through [`plan-refine-loop`](../plan-refine-loop/LOOP.md) — plan-refine is auxiliary, not mandatory; no gate requires it. What it does require is an **executable shape** (§ *Entry gate — executability*). If the plan includes UI, it also reads the **design SPECs** (`NNN-SPEC-<SLUG>.md`) its Tasks reference — artifacts of the plan-new/plan-refine session, read **read-only** as the design reference while implementing (see [`SPEC.md`](../../artifacts/artifacts-design/SPEC.md)).
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  ## Writes
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  - `docs/plans/PPP-plan-<slug>.md` (**read/update**, living doc: phase/task state, `Open questions`).
@@ -54,16 +54,58 @@ Read **[`../CHASSIS.md`](../CHASSIS.md)** — the loop's **full engine** — **a
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  > **Compat (legacy):** old workspaces may hold `plan-exec-phase-*` sessions (one per phase) and `*-research-*` ones — historical, left as-is; new runs use a single session.
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- ## Delta 1One session per run; per-phase progress in the plan-doc
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+ ## Entry gateexecutability
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+
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+ **Before touching code**, read the plan and its spec and check the shape execution depends on:
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+
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+ 1. every phase declares its `Resultado`, its `Condición de salida` and its `Validación de fase`;
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+ 2. if temporary behavior exists, its current boundary and retirement phase are identifiable; otherwise the simulation check is not applicable;
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+ 3. the primary proof of the first `pendiente` phase is identifiable;
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+ 4. no structural contradiction is evident (a phase that undoes an earlier one, evidence nobody can produce).
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+
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+ Execution **no longer accepts in silence** a plan that would force it to invent its own structure. Two outcomes:
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+
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+ - **Minor gap** — the plan is all but executable: an exit condition derivable from what is already written, the obvious evidence unnamed, micro-tasks to group. `plan-exec` may **normalize it with consent** — one structured-choice content question, labels `Normalizar y ejecutar` (recommended) | `Ir a plan-refine`. Normalizing edits the `### Fn` blocks in place, **adds no scope and moves no boundary**, and is recorded in `DECISION` + `CHECKPOINT`.
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+ - **Structural gap** — phases, contracts or journey are missing, or a change that **does** carry temporary behavior leaves its boundary undeclared. It does **not** improvise: record the finding in `CHECKPOINT`, hand off to [`plan-refine-loop`](../plan-refine-loop/LOOP.md) (`/w:plan-refine`) and resume execution over the refined plan.
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+
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+ > **A missing `Límite de simulación` is a gap only when there is something to simulate.** No task and no phase introduces temporary behavior → the block is legitimately absent and the gate passes; demanding it anyway pushes execution to invent a stub so the plan matches a template. The same holds for `Diferido` and every other conditional block.
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+
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+ > The gate reads the **canonical phase contract** from [`plan-new-loop`](../plan-new-loop/LOOP.md) § *Phase contract (canonical)* — required sections, the `> Estado:` vocabulary, semantic granularity. Execution references it; it never redefines it. The marker is a **line of its own** inside the `### Fn` block (`> Estado: <value>`); written any other way it reads as `pendiente`.
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+
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+ ## Delta 1 — One session per run; the phase cycle in the plan-doc
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  - Walks the plan's `### Fn` blocks under `## Tasks` in order (respecting deps) **inside the run's single session** (no session-per-phase). *(Legacy plans: a separate `## Phases` table — walk it the same way.)*
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- - **Per-phase progress lives in the plan-doc** (`- [x]`) and in the single `CHECKPOINT` (Completed/Pending/Next): **artifact-first** `CHECKPOINT.Next` is set to the imminent phase **before** starting it; the plan-doc's `- [x]` checkbox is flipped **after** completing the task.
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- - Executes the phase's tasks; **skips** the ones already `- [x]` in the plan (the plan-doc is the per-task source of truth). Marks `- [x]` **in the plan** (living doc; never in a separate `TASKS`).
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- - **Checkbox-only residue (hard rule):** execution writes into the plan-doc **only** three things — checkbox flips (`- [ ]` → `- [x]`), deferrals appended to its `## Open questions` (the declared-gap escape hatch: Delta 4's unapplied migration, Delta 5's deferred findings, Delta 7's failed probe), and, on close, the single status line (Delta 6). Per-phase results, review-gate findings and metrics go to the session's `DECISION`/`CHECKPOINT` **never** into the plan-doc. Phase blocks are updated **in place NEVER append a duplicate `### Fn` block** (same contract as CHECKPOINT sections).
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- - At **every phase boundary**: validate, run the **closing review gate** (Delta 5), update the `CHECKPOINT` (Completed += Phase N, Next = Phase N+1) and propose commits.
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- - Records in `DECISION` only the **non-obvious**, **as it is decided** (per-phase decisions accumulate in the SINGLE `DECISION`, tagged by phase/taske.g. `Origin: T2 (F1)`).
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+ - **Phase cycle** (artifact-first, one per `### Fn`): read `Resultado` + `Condición de salida` → confirm the initial state → flip `> Estado: en ejecución` and seed `CHECKPOINT.Next` execute its tasks → run the phase proof plus the justified focused tests (Delta 4). Then: closing review gate over the phase's whole diff (Delta 5) → confirm the `Condición de salida` flip `> Estado: validada` → update `CHECKPOINT` and propose commits (Delta 2).
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+ - Executes the phase's tasks; **skips** the ones already `- [x]` in the plan (the plan-doc is the per-task source of truth). **Micro steps stay internal** (canonical contract): they reach `CHECKPOINT` only when a resume needs them, never the plan.
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+ - **Marking order (hard rule):** a task is marked `- [x]` when its local work is finished. A phase reaches `validada` **only** when its primary proof **ran and passed**, the needed focused checks passed, its `Condición de salida` is true, the review gate is green and every remaining review finding is explicitly deferreda blocker is never deferred into `validada`. **Never** because all its checkboxes are ticked.
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+ - **Intermediate states:** `bloqueada` = the phase is stopped on a live blocker — recorded in `CHECKPOINT` + the plan's `## Open questions`, back to `en ejecución` when it clears; it counts as **not validated**. A phase whose work is complete but whose operative check the AI **cannot run** (an unapplied migration — Delta 3) **stays `bloqueada`**: its finished tasks keep their boxes ticked, and the reason goes on its own `> Bloqueo:` line, dropped when the blocker clears. It counts as **not validated** until the check runs and passes. Never a silent `validada`.
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+ - **A blocker without a reason is not a blocker (hard rule).** Writing `> Estado: bloqueada` **always** writes its `> Bloqueo:` line in the same edit: a state that says "stopped" without saying on what is a dead end for whoever reads `aw status` next. The runtime tolerates a legacy block that states none (`blocker: null`) this loop never produces one. `CHECKPOINT.Next` names **the action that unblocks it** ("apply migration 014, then re-run the persistence proof"), never the state it is in.
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+ - **Plan-doc residue (hard rule):** execution writes into the plan-doc **only** five things — checkbox flips (`- [ ]` → `- [x]`), the phase's own `> Estado:` line, its `> Bloqueo:` line while blocked, deferrals appended to its `## Open questions`, and the plan's own status mark (its `> Estado:` line and, on close, its `> Cierre:` line — Delta 6). The declared-gap hatch is Deltas 4, 5 and 7. Per-phase results, review-gate findings and metrics go to the session's `DECISION`/`CHECKPOINT` — **never** into the plan-doc. Phase blocks are updated **in place — NEVER append a duplicate `### Fn` block** (same contract as CHECKPOINT sections). The entry gate's consented normalization is the single exception, and it lands before execution starts.
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+ - **CHECKPOINT per phase:** on closing a phase record the **functional state reached**, the simulation boundary in force **only when the change carries one**, the tests run and their result, the non-obvious decisions, the deferrals and the next state being pursued. Enumerating every file touched is not required unless it helps a resume.
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+ - Records in `DECISION` only the **non-obvious**, **as it is decided** (per-phase decisions accumulate in the SINGLE `DECISION`, tagged by phase/task — e.g. `Origin: T2 (F1)`). A structural deviation is **not** settled with an entry there (§ *Deviation gate*).
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  - The chassis **gap-driven** engine applies here **inside a task**: facing a non-obvious decision/doubt → inline research, a probe (Delta 7) OR structured-choice.
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+ > **Legacy plans degrade safely.** `plan-exec` still runs plans with `### Fn` blocks, `- [ ]` tasks, legacy sections and **no** `> Estado:` line: a missing line reads `pendiente`, and nothing is back-filled. A plan with every box ticked is **not** validated by that fact — the session (`CHECKPOINT`, review gate) decides. What is genuinely missing is closed by the entry gate or by `plan-refine`, never assumed.
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+
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+ ## Deviation gate
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+
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+ Execution resolves **detail**, never **redesign**. This gate lives **only** in this loop — the chassis does not carry it.
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+
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+ - **Local decision — `plan-exec` continues.** A class or method name; a local helper; internal code layout; imports; a choice between equivalent APIs already allowed; a fix needed to compile; a minor refactor that does not move the journey; one extra focused test for a risk found while implementing. Recorded in `DECISION` only when it is not obvious.
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+ - **Structural deviation — stop and return to `plan-refine`.** Stop when the change touches: an input or output; an observable state; a relevant endpoint or public contract; the set of participating components or repositories; the phase order; the simulation boundary; the integration strategy; a material dependency; the main persistence mechanism; a phase already `validada`; the evidence needed to demonstrate the result. A decision that substantially expands or shrinks the work counts too.
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+ - **Functional change — return to `spec-refine`.** Stop when the change touches: the expected result; the functional scope; a business rule; an acceptance criterion; the actor or consumer; or a product decision.
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+
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+ On either return path: `CHECKPOINT` records the state reached and the trigger, the phase keeps the state it really has (`en ejecución` or `bloqueada`, never `validada`), the working tree is left committed or acknowledged (Delta 2), and the human is told through a structured-choice which command to run. Resuming later over the corrected plan is a normal `create_or_resume`.
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+ | Finding | `plan-exec` | `plan-refine` | `spec-refine` |
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+ |---|---|---|---|
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+ | Rename a helper · internal implementation · test for a local risk | continues | — | — |
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+ | Change the public DTO | stops | yes | yes, if behavior changes |
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+ | Add a participating repository | stops | yes | — |
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+ | Move the simulation to another boundary | stops | yes | — |
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+ | Change the phase order | stops | yes | — |
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+ | Add a functional rule · change an acceptance criterion | stops | — | yes |
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+
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  ## Delta 2 — Git policy: **safe branch + proposed commits**
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  Full policy in [`../CODE-POLICIES.md`](../CODE-POLICIES.md) (§ *Safe git*: branch-check before editing, rejected commit — changes stay + get recorded —, working-tree precondition between phases). **Inline:** before editing, verify each source's expected branch (`aw check-branch --source <alias>`; on mismatch → pause and resolve with the human); at each phase close and **after the review gate** (Delta 5), **proposed commits per source** (approve first) — never `push`/`--amend`/`--no-verify`.
@@ -72,23 +114,32 @@ Full policy in [`../CODE-POLICIES.md`](../CODE-POLICIES.md) (§ *Safe git*: bran
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  Full policy in [`../CODE-POLICIES.md`](../CODE-POLICIES.md) (§ *DB scripts-only*). **Inline:** read-only queries → the session's `SCRIPTS.sql`, executed via MCP (`sql-mutation-guard`); DDL/DML migrations → the AI **drafts them in `SCRIPTS.sql` but NEVER executes them** — their promotion to `docs/scripts/` is done by a separate `export-*`, never this loop.
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- ## Delta 4 — Validation
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+ ## Delta 4 — Validation: phase proof + progressive tests
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- - After executing (per phase and at the end): run tests/checks against `Validations` + the Final behavior block of `## Solution` (legacy plans: the `## Final behavior` section) + the spec's acceptance/success criteria (its `## Scenarios`, if present, are ready-made test cases: GIVEN=arrange · WHEN=act · THEN=assert).
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- - A validation that **runs and fails** back to the task (gap); no advancing.
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- - **Validation depending on an unapplied migration**: since the AI never executes the DML, it **cannot run it read-only** it is **deferred** (handoff to a DBA), it does **not block progress**. Recorded in the plan's `Open questions` + `BACKLOG`, marked "verification pending until the SQL is applied". (Reuses the chassis degrade/defer pattern + `MAX` cap → avoids the "back to the task" loop.)
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+ - The phase's **primary proof** is its `Validación de fase`: it demonstrates the **state reached**, not the structure written. Three levels, and the loop never descends one automatically:
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+ 1. **phase proof** component interaction, endpoint smoke test, vertical run down to the stub, persistence integration, or the main path end to end;
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+ 2. **focused tests** added when the layer carries its own rules, a relevant transformation, error handling, persistence, transactions, temporal logic or external integration;
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+ 3. **risk tests** — security, concurrency, idempotency, retries, known regressions.
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+ - **One vertical proof per operation while wiring** (request → controller → use case → repository → fake or stub → expected response): it demonstrates the path once instead of re-asserting the same happy path at every layer. Trivial mappers, plain DTOs and framework behavior get no dedicated test.
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+ - Compatible with **TDD without a test per method**: the evidence may be written before, during or after the phase's code. What is mandatory is that the `Condición de salida` be demonstrated **before** the phase is flipped to `validada`.
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+ - Each added test is re-weighed at the closing review gate ([`../CODE-POLICIES.md`](../CODE-POLICIES.md) § *Closing review gate* → *Test-value lens*, tag `overtest`): over-testing is a **finding to fix or justify**, never an automatic rejection.
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+ - Also run the plan's `## Validations` (cross-cutting rules and constraints) + the Final behavior block of `## Solution` (legacy plans: the `## Final behavior` section) + the spec's acceptance/success criteria (its `## Scenarios`, if present, are ready-made test cases: GIVEN=arrange · WHEN=act · THEN=assert).
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+ - A validation that **runs and fails** → back into the phase (gap): no advancing, no `validada`.
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+ - **Validation depending on an unapplied migration**: since the AI never executes the DML, it **cannot run it read-only** → the check is **deferred** (handoff to a DBA) and the phase **stays `bloqueada`**. A phase whose implementation is finished but whose operative proof cannot run does not become `validada`: the work may be complete and its boxes ticked, but the state waits until the proof runs and passes. The reason goes on its `> Bloqueo:` line, in `CHECKPOINT`, in the plan's `## Open questions` and in `BACKLOG`, marked "verification pending until the SQL is applied". (Reuses the chassis degrade/defer pattern + `MAX` cap → avoids the "back to the task" loop.)
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- > The **final validation** is PLAN-exec's **convergence gate** = **`Success criteria` green** (*verification-first*; analogous to SPEC's *analyze gate* and plan-new's *coherence gate*): the plan is not marked *done* until it passes or is explicitly deferred (SQL handoff). For code these are **runnable tests** (TDD); for non-executable DB migrations, a **rubric** (SCRIPTS.sql valid + reviewed).
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+ > The **final validation** is PLAN-exec's **convergence gate** = **`Success criteria` green** (*verification-first*; analogous to SPEC's *analyze gate* and plan-new's *coherence gate*): the plan is not marked *done* until it passes. A deferred check never counts as a passed one — it keeps its phase `bloqueada` and the plan open. For code these are **runnable tests** (TDD); for non-executable DB migrations, a **rubric** (SCRIPTS.sql valid + reviewed).
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  ## Delta 5 — Closing review gate (conventions, pre-commit)
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- Full gate in [`../CODE-POLICIES.md`](../CODE-POLICIES.md) (§ *Closing review gate*): **independent** diff re-read + installed ambient conventions; findings → fix (re-validating the phase) or defer justified. Here only the exec wiring: it runs **between the phase validation (Delta 4) and its commits (Delta 2)**; only with the gate green are the phase's commits proposed.
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+ Full gate in [`../CODE-POLICIES.md`](../CODE-POLICIES.md) (§ *Closing review gate*): **independent** diff re-read + installed ambient conventions + the floor lenses (minimality, **test value**, **temporary simulation**, tooling); findings → fix (re-validating the phase) or defer justified. Here only the exec wiring: it runs over the phase's **whole** diff, **between the phase validation (Delta 4) and its commits (Delta 2)**; only with the gate green is the phase flipped to `validada` and its commits proposed.
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  ## Delta 6 — Completion / close
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- - A phase closes **done** when its tasks are `- [x]` and its validation passed **or** was deferred (SQL handoff). Possible state: **"done SQL pending application"**.
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- - All phases done final *structured-choice* (content: `Marcar plan done` / `Preguntar algo más`; flow: `Compactar`/`Cerrar`).
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- - **Marking done = ONE line in the plan-doc**, under the title's blockquote: `> Estado: done YYYY-MM-DD · sesión NNN` (or `done SQL pendiente de aplicar`), updated in place on a re-run. No per-phase result tables, no suffixes that record lives in the session (`DECISION`/`CHECKPOINT`).
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+ - A phase closes when its `> Estado:` reads `validada`: work done, `Condición de salida` true, proof **run and passed**. A proof still waiting on an operative handoff leaves it `bloqueada`.
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+ - **The plan's own state is the third axis, and it stays `open` during the whole run.** Every phase `validada` is **not** the plan closed: the final validation still has to run. Keep `> Estado: open` under the title while executing — stamping it on the first write if the plan carries none — and never write `done` from the counters a legacy plan with every box ticked is not closed by that fact (§ *Legacy plans degrade safely*).
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+ - **Every phase `validada` + the final validation passed** final *structured-choice* (content: `Marcar plan done` / `Preguntar algo más`; flow: `Compactar`/`Cerrar`). `Marcar plan done` is offered under no other condition: one `bloqueada` phase keeps the plan open, however many of its tasks are ticked.
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+ - **Marking done = ONE status line in the plan-doc**, under the title's blockquote: `> Estado: done`, updated in place on a re-run. The machine value **stands alone** — the date and session go on their own `> Cierre: YYYY-MM-DD · sesión NNN` line right under it, for the same reason a blocker never rides on a phase's state line. It never replaces the per-phase lines inside the `### Fn` blocks — position tells the two apart. No per-phase result tables, no ✅ suffixes — that record lives in the session (`DECISION`/`CHECKPOINT`).
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+ - **Legacy status line, migrated on write.** A plan carrying the old single-line form (`> Estado: done — YYYY-MM-DD · sesión NNN`) is still **read** as closed; the first time this loop legitimately writes that document, it is rewritten to the two-line form. Compatibility is for reading old plans — every new write uses the normalized contract.
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  - **No automatic export**: the artifacts (`SCRIPTS.sql`, `DECISION`, …) stay in the session. Promoting them to `docs/` (scripts, manuals, …) is a separate step via `export-*`.
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  ## Delta 7 — Probe (PoC) tasks
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  ```
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  plan-exec-loop(PPP-plan-<slug>.md):
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  session = create_or_resume("<slug>-plan-exec") # <slug> from the plan-doc; ONE session per run; CLI prepends global NNN; CHECKPOINT, resume
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- plan = read(PPP-plan-<slug>.md)
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+ plan = read(PPP-plan-<slug>.md, its spec, checkpoint)
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+ entry gate (executability): result · exit condition · phase proof · simulation boundary if any · no structural contradiction
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+ minor gap → structured-choice [Normalizar y ejecutar | Ir a plan-refine] → normalize in place + DECISION
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+ structural gap → CHECKPOINT(blocker) → hand off to /w:plan-refine → stop
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  for each Phase (### Fn block in ## Tasks; legacy: ## Phases table) in plan (in order, respecting deps):
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- if Phase done (all its Tasks - [x] in the plan): skip # resume via plan-doc checkboxes
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+ if Estado == validada: skip # legacy (no line): all its Tasks - [x] AND the session shows it closed
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+ read Resultado + Condición de salida; confirm the initial state
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+ set > Estado: en ejecución
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  seed CHECKPOINT.Next = Phase N (Pending = its Tasks) # BEFORE starting the phase: seed the intent (artifact-first)
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  for each Task of the Phase:
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  if Task - [x] in the plan: skip # intra-phase resume by checkbox
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  verify each source's expected branch (branch-check)
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  on mismatch → pause + resolve with the human
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- execute Task:
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+ execute Task (micro steps internal — never plan entries):
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  edit code in the sources (minimal change)
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  if it creates a tool/utility → the ambient creating-tools skill documents it in docs/tools
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  if read-only DB query → SCRIPTS.sql + execute read-only
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  if DB change (DDL/DML) → draft in SCRIPTS.sql (session artifact, DO NOT execute)
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- if non-obvious decision → DECISION (tagged by phase/task, in the SINGLE DECISION)
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+ deviation gate:
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+ local decision → resolve; DECISION only if non-obvious (tagged by phase/task)
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+ structural deviation → CHECKPOINT(state + trigger) → stop → /w:plan-refine
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+ functional change → CHECKPOINT(state + trigger) → stop → /w:spec-refine
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  if probe (PoC) task / runnable doubt → seed check → run throwaway code in the
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  session folder → verdict → CONCLUSIONS/DECISION; failed → structured-choice (Delta 7)
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  if doubt/gap → inline research, probe OR structured-choice # chassis
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- mark Task - [x] IN THE PLAN # AFTER completing the Task; checkbox flip ONLY — results go to DECISION/CHECKPOINT
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- phase validation:
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- what runs and fails → back to the task
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- what depends on an unapplied migration → defer (Open questions + BACKLOG)
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+ mark Task - [x] IN THE PLAN # AFTER its local work; checkbox flip ONLY — results go to DECISION/CHECKPOINT
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+ phase proof (Validación de fase) + the justified focused tests: # Delta 4 levels 1→3
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+ what runs and fails → back into the phase (no validada)
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+ what cannot run (unapplied migration) → defer the CHECK, never the validation: the phase stays bloqueada
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  closing review gate (pre-commit): # Delta 5: CHECKPOINT.Next = "review phase N"
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- INDEPENDENT re-read of the phase diff + installed ambient conventions
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+ INDEPENDENT re-read of the WHOLE phase diff + installed ambient conventions
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+ + floor lenses: minimality · test value (overtest) · temporary simulation · tooling
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  findings → fix (and re-validate the phase) OR defer justified (Open questions + BACKLOG)
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- update CHECKPOINT (Completed += Phase N, Next = Phase N+1) # AFTER: Pending→Completed + Next = next phase (see artifact-first cycle)
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+ confirm the Condición de salida set > Estado: validada # ONLY with the proof run and passed; NEVER from the checkboxes alone
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+ blocker still live → set > Estado: bloqueada + > Bloqueo: <reason> + CHECKPOINT + Open questions
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+ check not runnable (SQL) → set > Estado: bloqueada + > Bloqueo: <reason> + CHECKPOINT + Open questions + BACKLOG
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+ update CHECKPOINT (functional state reached · simulation boundary if any · tests + result · decisions · deferrals · next state)
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  propose commit(s) per source (approve first) # never push/amend/--no-verify; only after the gate is green
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  if rejected → changes stay; record "phase uncommitted"
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  next-phase precondition: working tree clean or acknowledged
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- final validation (whatever can run; the SQL-dependent part stays as a handoff)
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- structured_choice(content: [Marcar plan done, Preguntar algo más], flow: [Compactar, Cerrar])
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- mark plan done ONE status line under the title blockquote (Delta 6), updated in place
198
+ final validation (whatever can run; a deferred check keeps its phase bloqueada)
199
+ if every phase validada AND the final validation passed:
200
+ structured_choice(content: [Marcar plan done, Preguntar algo más], flow: [Compactar, Cerrar])
201
+ mark plan done → > Estado: done + > Cierre: YYYY-MM-DD · sesión NNN under the title (Delta 6), in place
202
+ else: the plan-level > Estado: stays open → CHECKPOINT.Next = the action that unblocks the phase(s)
138
203
  # NO export: artifacts stay in the session; a separate export-* promotes them
139
204
  finalize: CHECKPOINT (+ BACKLOG if something is deferred) + close session + report
140
205
  ```
141
206
 
142
207
  ## Convergence / exit
143
208
 
144
- - Plan complete + validation OK (or deferred with a handoff) + **every phase passed its closing review gate** before committing → `Marcar plan done`.
209
+ - **Every phase `validada`** + final validation **run and passed** + **every phase passed its closing review gate** before committing → `Marcar plan done`. A phase left `pendiente`, `en ejecución` or `bloqueada` keeps the plan open, whatever its checkboxes say — a proof waiting on an operative handoff (an unapplied migration) is exactly that case.
210
+ - A **structural deviation** or a **functional change** exits this loop without converging (§ *Deviation gate*): `CHECKPOINT` + `finalize`, and the work continues in `plan-refine` / `spec-refine`. Same exit when the entry gate finds a structural gap.
145
211
  - `Cerrar` (`flow` control, at any time) → `finalize` persists `CHECKPOINT` (and `BACKLOG` only if something remained unexecuted / uncommitted / unapplied), closes the session, reports.
146
212
  - Promoting artifacts to `docs/` (via `export-*`) is **always** a later, explicit step outside this loop.
@@ -3,7 +3,8 @@ name: plan-new-loop
3
3
  description: >-
4
4
  Generates a rich implementation plan (docs/plans/PPP-plan-<slug>.md) from a
5
5
  spec. Heir of the chassis (loops/CHASSIS.md). Deltas: the plan absorbs the
6
- TECHNICAL-NOTE level + phased Tasks (### Fn blocks) with live state,
6
+ TECHNICAL-NOTE level + Tasks phased by verifiable functional state
7
+ (### Fn blocks with live state),
7
8
  code/impact-mapping research, planning gap taxonomy, and per-screen design
8
9
  SPECs via ui-design
9
10
  when the plan includes UI. If the spec is not refined it suggests
@@ -25,7 +26,7 @@ PLAN
25
26
  `/w:plan-new` — **resumable** (same chassis mechanism, keyed off CHECKPOINT).
26
27
 
27
28
  ## Reads
28
- `docs/specs/NNN-spec-*.md` (glob — locates the spec by number; or the exact path from the command argument). **Refined vs draft** is distinguished by the **presence** of `## Refinement decisions` in the spec (legacy specs may also carry `## Q&A traceability`): if missing → **soft-suggest** running `/w:spec-refine` first (planning over a solid spec produces better plans), but the user may proceed.
29
+ `docs/specs/NNN-spec-*.md` (glob — locates the spec by number; or the exact path from the command argument). **Ready vs not** is read from the spec's frontmatter `status`: `ready-for-plan` proceed (legacy compat: a frontmatter-less spec carrying `## Refinement decisions`, or the older `## Q&A traceability`, counts as ready). Otherwise → **soft-suggest** running `/w:spec-refine` first (planning over a solid spec produces better plans), **never a block**: the user may proceed. Questions the spec left with destination `PLAN` are **input to this loop**, not a reason to send it back.
29
30
 
30
31
  ## Writes
31
32
  `docs/plans/PPP-plan-<slug>.md` (`generate`; **overwrites with confirmation** if it exists) — or **several sibling plans** when an accepted split applies (§ *Split gate (multi-plan)*). It writes only `docs/plans` — never other `docs/` folders, no auto-export. If the plan **includes UI**, it also produces **design SPECs** (`NNN-SPEC-<SLUG>.md`) as artifacts **of its session** (see *Delta 4* — they are not `docs/`, no auto-export).
@@ -54,6 +55,7 @@ The plan absorbs the `TECHNICAL-NOTE` level **inline** (user decision) + the roa
54
55
  # Plan PPP — <slug>
55
56
 
56
57
  > Derived from docs/specs/NNN-spec-<slug>.md · generated by plan-new-loop
58
+ > Estado: open ← plan-level machine state (open | done); plan-exec closes it
57
59
 
58
60
  ## Origin source spec · prompt (bootstrapped via spec-new) · "adopted from <source>" + attribution (external plan — /w:plan-new mode 4 / /w:persist)
59
61
  ## Solution the how (core): 1–2 summary sentences + the AS-IS → TO-BE
@@ -62,10 +64,12 @@ The plan absorbs the `TECHNICAL-NOTE` level **inline** (user decision) + the roa
62
64
  aligned with the spec criteria. One narration, not four.
63
65
  ## Impacted FE · BE · DB (schemas/tables/functions) · APIs · integr. (core)
64
66
  ## Dependencies docs / sources / databases / sessions · inter-plan order on a split (opt.)
65
- ## Tasks (core) `### Fn — <name>` blocks 1-line objective +
66
- complexity XS–S — each holding its `- [ ] Tn.m` tasks
67
- (≤XS, deps and live state). The `### Fn` headers are the
68
- ONLY source of phases; there is no separate Phases table.
67
+ ## Tasks (core) `### Fn — <name>` blocks per the phase contract
68
+ below: each one a verifiable functional state with its
69
+ `> Estado:` line, its evidence and its `- [ ] Tn.m`
70
+ units of purpose never a list of layers or files.
71
+ The `### Fn` headers are the ONLY source of phases;
72
+ there is no separate Phases table.
69
73
  ## Validations validations / constraints / business logic (core)
70
74
  ## Risks / impact technical risks and impacts (opt.)
71
75
  ## Assumptions assumptions — only the delta over the spec, never re-imported (opt.)
@@ -76,6 +80,54 @@ The plan absorbs the `TECHNICAL-NOTE` level **inline** (user decision) + the roa
76
80
 
77
81
  > **Catalog implication:** `TECHNICAL-NOTE` stops being a session artifact and becomes **sections of the plan-doc**. Reconciled in [`plan-exec-loop`](../plan-exec-loop/LOOP.md): the single plan-exec session carries **no** `TECHNICAL-NOTE` nor its own `TASKS`; the technical detail and the progress live inline in the plan-doc (living).
78
82
 
83
+ ## Phase contract (canonical)
84
+
85
+ A `### Fn` block is a **verifiable state of the system**, never a list of layers, files or classes. It answers one question: *what can the system do or demonstrate at the end that it could not at the start?* The contract is defined **once** here — [`plan-refine-loop`](../plan-refine-loop/LOOP.md) and [`plan-exec-loop`](../plan-exec-loop/LOOP.md) reference it and never redefine it.
86
+
87
+ **Required — every phase, always:**
88
+
89
+ ```markdown
90
+ ### F1 — <result-oriented name>
91
+
92
+ > Estado: pendiente
93
+
94
+ **Resultado:** <the new verifiable state of the system>
95
+
96
+ **Trabajo:**
97
+ - [ ] T1.1 — <coherent unit of work>
98
+
99
+ **Validación de fase:** <the primary proof that the promised state was reached>
100
+
101
+ **Condición de salida:** <falsifiable result · contract preserved>
102
+ ```
103
+
104
+ **Conditional — added to that block only when its own condition holds:**
105
+
106
+ ```markdown
107
+ **Estado inicial:** <where the phase starts>
108
+ **Recorrido afectado:** <consumer → components → current boundary>
109
+ **Dependencias:** <phase(s) that must land first>
110
+ **Límite de simulación:** antes <where it is> → después <where it lands, or removed>
111
+ **Diferido:** <work consciously reserved for another phase>
112
+ ```
113
+
114
+ - **Required**: `Resultado` · `Trabajo` · `Validación de fase` · `Condición de salida`, plus the `> Estado:` line.
115
+ - **Conditional**: `Estado inicial` (when it is not obvious) · `Recorrido afectado` (distributed change) · `Dependencias` (the phase cannot run in direct sequence) · `Límite de simulación` (**only** when temporary behavior exists) · `Diferido` (only when work was consciously excluded).
116
+
117
+ **A new phase never writes an empty conditional block.** No temporary behavior in the change → no `Límite de simulación` line at all; nothing consciously excluded → no `Diferido`. Writing the label with `no aplica` under it is the failure mode this split exists to prevent: it invites inventing a stub to justify the heading, and turns a contract into a form to fill in. The gates check the same way — an absent conditional block is not a gap (§ *Convergence / exit*).
118
+
119
+ **Phase state = machine state.** One `> Estado: <value>` line directly under the `### Fn` heading; vocabulary `pendiente` | `en ejecución` | `bloqueada` | `validada`, updated **in place**, never duplicated. It is what `aw status` counts (`phases_validated` / `phases_total`), **alongside — not instead of —** the checkbox progress. A phase reaches `validada` only when its work is done, its `Condición de salida` holds, its validation **ran and passed**, and the closing review gate passed. **Never** because all its checkboxes are ticked. *(Legacy plans carry no line at all: `aw status` reports them as zero phases — checkbox progress only. A missing line among stated blocks reads `pendiente`, and nothing is back-filled.)*
120
+
121
+ **The state line carries its value alone** — no comment, no suffix, no annotation; an annotated value reads as `pendiente`. A blocker's reason lives on its own `> Bloqueo: <reason>` line inside the block, and in `CHECKPOINT`, `## Open questions` and `BACKLOG`.
122
+
123
+ **The plan carries its own state, and it is a different axis.** One `> Estado:` line under the title, vocabulary `open` | `done`, born `open` with the plan; `plan-exec` writes `done` only after the final validation, adding a `> Cierre: YYYY-MM-DD · sesión NNN` line for the date and session (§ *Delta 6* there). `aw status` derives `plan_state` from that declaration **and** both counters: a `done` over open tasks or unvalidated phases reads `inconsistent`, and every phase `validada` with no closure reads `final_validation_pending` — still open. Position disambiguates the two marks: the plan-level one lives under the title, the phase-level one inside its `### Fn` block. *(Legacy: `> Estado: done — YYYY-MM-DD · sesión NNN` is still read; the next legitimate write normalizes it.)*
124
+
125
+ **Granularity is semantic, not mechanical.** A phase earns its place when it leaves a demonstrable state, can be reviewed as a unit, and — when the change carries temporary behavior — moves or retires a simulation. A task is a **coherent unit of purpose** and may touch several files. Naming an edit operation — "create class X", "add method Y", "update the import" — describes a **micro step**: internal to execution, recorded in `CHECKPOINT` when a resume needs it, never a plan entry. `XS–S` stays an orientation of risk and scope; it never mandates splitting a semantic task into mechanical operations.
126
+
127
+ ## Incremental strategy (reference, never a template)
128
+
129
+ A change spread over consumer, service and data often lands well as: consumer shell → minimal real integration → vertical skeleton → real implementation from the source outwards → hardening → finish. **Reference to adapt, never a mandatory shape.** Backend-only, CLI, batch, library and database-only changes have their own journey, and inserting a layer the project does not have fails the minimality lens. A small change may be **one phase**, when that phase already is a coherent verifiable state.
130
+
79
131
  ## Delta 2 — Gap taxonomy (of "plan")
80
132
 
81
133
  Replaces the spec gap taxonomy with a planning-oriented one:
@@ -85,9 +137,13 @@ Replaces the spec gap taxonomy with a planning-oriented one:
85
137
  | Approach/Solution undefined | the how is vague | research / human |
86
138
  | Components unidentified | FE/BE/DB impact unknown | **research** (maps the code) |
87
139
  | AS-IS wiring unknown | current state unknown | **research** |
88
- | Phase too large | complexity > S | human (re-split) |
140
+ | Journey unmapped | the observable contract, the participating components or the repo/process boundaries are unknown — the phases cannot be ordered | **research** |
141
+ | Phase without a state | a `### Fn` mixes unrelated functional states, or nothing can be validated until the very end | the AI re-shapes it by state (**human** confirms an order change) |
89
142
  | Plan splittable | independently deliverable tranches — different moments/priorities, no shared deps/risk | **human consents** → split (see *Split gate (multi-plan)*) |
90
- | Task not atomic | complexity > XS | the AI re-splits |
143
+ | Task named as an edit | the name states an edit operation ("create class X", "add method Y") instead of a purpose | the AI re-states it by purpose |
144
+ | Structural micro-tasks | the plan enumerates files, classes or methods as entries | the AI groups them by purpose |
145
+ | Simulation without lifecycle | temporary behavior exists with no phase that displaces it and no phase that retires it | the AI derives both / **human** |
146
+ | Phase without evidence | the block declares no `Validación de fase` | the AI derives it from the criteria / **human** |
91
147
  | Over-engineered solution | approach heavier than the criteria need — needless abstraction/layer/dependency, or a phase/task not required to meet the spec (chassis § *Minimality*) | AI proposes the lighter path + **human** confirms (**probe** if "lighter works" is a runnable doubt) |
92
148
  | Missing deps | order unclear | research / human |
93
149
  | Spec criteria uncovered | tasks don't trace to acceptance criteria | the AI derives + human confirms |
@@ -132,8 +188,8 @@ Resolves the **Plan splittable** gap (Delta 2) — the canonical definition for
132
188
  ```
133
189
  plan-new-loop(spec):
134
190
  input = glob(docs/specs/NNN-spec-*.md) | argument path
135
- if the spec does NOT have ## Refinement decisions:
136
- soft-suggest /w:spec-refine (the user may proceed anyway)
191
+ if the spec is not status: ready-for-plan (nor a legacy mark):
192
+ soft-suggest /w:spec-refine # never blocks — the user may proceed anyway
137
193
  session = create_or_resume("<slug>-plan-new") # CLI prepends global NNN
138
194
  seed SESSION.Success criteria = coherence-gate checklist # verification-first, BEFORE
139
195
  work = plan skeleton (Delta 1) derived from the spec (+ checkpoint progress if resuming)
@@ -147,7 +203,11 @@ plan-new-loop(spec):
147
203
  - every spec acceptance criterion traces to a phase/task
148
204
  (split: each criterion → exactly one sibling — complete, disjoint partition)
149
205
  - the Final behavior block of ## Solution covers the criteria
150
- - ### Fn phases XS–S · tasks XS · deps without cycles · Impacted consistent with Solution
206
+ - every ### Fn leaves a verifiable state with its own exit condition never a list of layers or files
207
+ - the order allows early integration · deps without cycles · Impacted consistent with Solution
208
+ - the simulation boundary, ONLY when the change carries one, is located, its displacement planned, and one phase owns its retirement
209
+ - every phase declares its primary evidence; per-layer tests are justified, never automatic
210
+ - resumable: a stop between phases leaves a stable state and a legible next intent
151
211
  - minimality (chassis § *Minimality*): the Solution is the lightest that meets its Final behavior block; no phase/task/abstraction the criteria don't require
152
212
  - (UI) every screen/UI task traces to its design SPEC and does not contradict ## UI spec
153
213
  whatever fails → comes back as a gap
@@ -163,6 +223,7 @@ finalize: CHECKPOINT persisted (+ BACKLOG only if something is deferred) + close
163
223
  ## Convergence / exit
164
224
 
165
225
  - **No material gaps** → **coherence gate** (the *Sequence* checklist; the PLAN-new instance of the chassis convergence gate). Criterion→task traceability is a **checked invariant**, never a separate section.
226
+ - **The gate judges functional states, not size.** A plan converges when every `### Fn` is a verifiable state with its exit condition and its primary evidence — plus its simulation boundary located, **only when the change carries one**; a phase that only enumerates layers or files comes back as a gap, however small it is.
166
227
  - Passes → `Guardar plan` (writes with confirmation if it exists) → `finalize`.
167
228
  - **Split branch**: `Guardar planes` writes the N siblings sequentially (mint before each write) → `finalize` — one session, one HISTORY row.
168
229
  - `Cerrar` at any time → `finalize` (persists `CHECKPOINT`; `BACKLOG` only if something is deferred; closes the session, reports).
@@ -1,13 +1,14 @@
1
1
  ---
2
2
  name: plan-refine-loop
3
3
  description: >-
4
- Refines an existing plan (docs/plans/PPP-plan-<slug>.md) by editing it IN
5
- PLACE an auxiliary, NOT mandatory step before plan-exec. Heir of the
6
- chassis (loops/CHASSIS.md). Deltas: reuses plan-new-loop's gap taxonomy and
7
- coherence gate, adds Refinement decisions (trace, no gating), and
8
- produces/updates design SPECs via ui-design when the refine
9
- touches UI. Started by /w:plan-refine; resumable and re-runnable on demand.
10
- Invoke when an already generated plan must be adjusted before executing it.
4
+ Turns an existing plan (docs/plans/PPP-plan-<slug>.md) into an EXECUTABLE
5
+ sequence of functional states, editing it IN PLACE. Heir of the chassis
6
+ (loops/CHASSIS.md). Deltas: functional journey map, phases re-shaped by
7
+ verifiable state (contract in plan-new-loop), simulation lifecycle,
8
+ evidence by behavior, executability gate, replanning of partially executed
9
+ plans, and design SPECs via ui-design on UI changes. Started by
10
+ /w:plan-refine also the return path when plan-exec stops on a structural
11
+ deviation; resumable and re-runnable on demand.
11
12
  ---
12
13
 
13
14
  # plan-refine-loop
@@ -22,11 +23,19 @@ PLAN
22
23
  ## Layer
23
24
  2 — the AI runs it end to end.
24
25
 
26
+ ## Objective — an executable sequence of functional states
27
+
28
+ This loop turns a plan into a sequence of **verifiable states of the system**. Exit condition:
29
+
30
+ > `plan-exec` can implement every phase **without inventing** contracts, observable states, structural order, simulation boundary or exit evidence.
31
+
32
+ The phase contract is defined **once** in [`plan-new-loop`](../plan-new-loop/LOOP.md) § *Phase contract (canonical)* — this loop **applies** it and never redefines it: a `### Fn` block is a state the system reaches, with its `> Estado:` line, its work, its evidence and its exit condition.
33
+
25
34
  ## Auxiliary / NOT mandatory
26
- `plan-exec` runs **any** plan, refined or not — there is **no** gate requiring plan-refine. This loop exists to incorporate changes (new requirements, scope adjustments, deps/risks spotted on re-read) **before** executing, without regenerating the plan from scratch.
35
+ `plan-exec` runs **any** plan that is already executable, refined or not — there is **no** gate requiring plan-refine. This loop exists to incorporate changes (new requirements, scope adjustments, deps/risks spotted on re-read) **before** executing, and to give an unexecutable plan the shape its execution needs, without regenerating it from scratch.
27
36
 
28
37
  ## Started by
29
- `/w:plan-refine` — **resumable** (same chassis mechanism, keyed off CHECKPOINT) and **re-runnable on demand** (see *Compact / resume*).
38
+ `/w:plan-refine` — **resumable** (same chassis mechanism, keyed off CHECKPOINT) and **re-runnable on demand** (see *Compact / resume*). Second path: **the return from execution** — `plan-exec` derives here when its entry check finds a structural gap it cannot normalize, or when it stops mid-run on a structural deviation (§ *Replanning executed work*).
30
39
 
31
40
  ## Reads
32
41
  `docs/plans/PPP-plan-*.md` (glob — locates the plan by number; or the exact path from the command argument). **Always the plan itself**: this loop edits it in place; there is no separate "refined" file. Provenance is irrelevant — generated by `plan-new`, **hand-written, or adopted** from a host planner (`plan-new` mode 4 / `persist`); existence is the only requirement.
@@ -52,25 +61,29 @@ The plan uses the **same skeleton** [`plan-new-loop`](../plan-new-loop/LOOP.md)
52
61
 
53
62
  ```markdown
54
63
  ## Refinement decisions ← NEW (ADDED) — the run's single trace
55
- What was adjusted while refining and why (new requirements, scope changes,
56
- deps/risks). Includes what inline research resolved (ref to the session's
57
- CONCLUSIONS) and every doubt asked to the human, as entries
58
- `Q: <question> → <chosen answer> — <rationale>`.
64
+ MATERIAL changes only: contracts, journey, shape or order of the phases,
65
+ movement of the simulation boundary, risks that altered the plan, and work
66
+ already executed that conditions the replanning. A doubt that changed one of
67
+ those goes as `Q: <question> → <chosen answer> — <rationale>` (ref to the
68
+ session's CONCLUSIONS for what research resolved). A micro-decision, or a
69
+ question that changed nothing, is NOT transcribed.
59
70
  ```
60
71
 
61
72
  > **No gating contract** (unlike spec↔plan): the presence of `## Refinement decisions` in the plan is **audit trace only** — `plan-exec` neither requires nor checks it (it runs any plan). It serves to (a) distinguish a re-refined plan from a freshly generated one on resume, and (b) record what changed and why. *(Legacy plans may also carry `## Q&A traceability`; new runs never write it.)*
62
73
 
63
- > The plan **never mutates by execution** (plan-exec tracks that in the plan-doc's Tasks) only by a (re-)refine.
74
+ > **Execution updates progress; refinement changes structure.** `plan-exec` updates the plan's operational state in place — task checkboxes, the phase `> Estado:` line with its `> Bloqueo:` line while blocked, declared deferrals and the plan's own status mark. It does **not** redesign contracts, phase shape or order, participating components, evidence or simulation boundaries: those structural changes are this loop's, and a change of functional behavior belongs to `spec-refine`.
75
+
76
+ > **Normalize on write, never invent.** A save through this loop leaves the document on the current contract. The plan-level `> Estado:` line sits under the title — `open`, unless execution already closed it, and then with the date and session on their own `> Cierre:` line. Each `### Fn` carries its required blocks, and **no conditional block is written empty**: a phase with no temporary behavior gets no `Límite de simulación`, one with nothing excluded gets no `Diferido`. Normalizing is a rewrite of form — it never changes a phase's state, never ticks a box, and never closes a plan.
64
77
 
65
78
  ## Delta 2 — Gap taxonomy (of "plan")
66
79
 
67
- Reuses plan-new-loop's gap taxonomy **in full** ([`plan-new-loop`](../plan-new-loop/LOOP.md) § *Delta 2*): vague Approach/Solution, components unidentified, AS-IS wiring unknown, phase too large, task not atomic, missing deps, spec criteria uncovered, unaddressed risks, plan splittable, UI without design SPEC. **Focus difference:** plan-new **builds** the plan from scratch; plan-refine **detects what changed** against the written plan (or against the spec, if the spec was re-refined) and closes **those** gaps typically fewer and more localized. One extra re-refine gap:
80
+ Reuses plan-new-loop's gap taxonomy **in full** ([`plan-new-loop`](../plan-new-loop/LOOP.md) § *Delta 2*), semantic rows included: journey unmapped, phase without a state, task named as an edit, structural micro-tasks, simulation without lifecycle, phase without evidence, plus the shared ones (vague Approach/Solution, components unidentified, AS-IS wiring unknown, over-engineered solution, missing deps, spec criteria uncovered, unaddressed risks, splittable plan, UI without design SPEC). **Focus difference:** plan-new **builds** the plan from scratch; plan-refine re-shapes what is already written — what changed against the plan (or against the spec, if the spec was re-refined) and what still keeps the plan from being executable. One extra re-refine gap:
68
81
 
69
82
  | Gap | Signal | Resolved by |
70
83
  |---|---|---|
71
84
  | Plan↔spec drift | the spec was re-refined and the plan fell out of line | **research** (re-reads the spec) / **human** |
72
85
 
73
- > **Spec-less degradation (hand-written / adopted plans).** When the plan has **no source spec** (`## Origin` = adopted / hand-written), the spec-anchored checks **degrade gracefully**: "spec criteria uncovered" and "plan↔spec drift" do **not** apply — criterion→task traceability anchors to the plan's **own** Final behavior block (in `## Solution`) / `## Validations` instead. The rest of the taxonomy (atomicity, deps, Impacted↔Solution, UI→SPEC) applies unchanged. Normalizing an adopted plan to the full Delta 1 schema **is** this loop's job (missing `(core)` sections are gaps).
86
+ > **Spec-less degradation (hand-written / adopted plans).** When the plan has **no source spec** (`## Origin` = adopted / hand-written), the spec-anchored checks **degrade gracefully**: "spec criteria uncovered" and "plan↔spec drift" do **not** apply — criterion→task traceability anchors to the plan's **own** Final behavior block (in `## Solution`) / `## Validations` instead. The rest of the taxonomy (phase shape, simulation, evidence, deps, Impacted↔Solution, UI→SPEC) applies unchanged. Normalizing an adopted plan to the full Delta 1 schema **is** this loop's job (missing `(core)` sections are gaps).
74
87
 
75
88
  > **Adjust the Solution the laziest-that-works way** (chassis § *Minimality*, generative side): reuse what already exists before adding abstractions, layers or dependencies — the coherence gate only *confirms* minimality, and a re-refine is a chance to *remove* over-building, not add it.
76
89
 
@@ -82,6 +95,57 @@ Same as plan-new (maps code/impact: FE/BE/DB components, AS-IS wiring, deps), bu
82
95
 
83
96
  Same mechanism as [`plan-new-loop`](../plan-new-loop/LOOP.md) (§ *Delta 4*: the **`ui-design`** capability → per-screen `NNN-SPEC-<SLUG>.md`, see [`SPEC.md`](../../artifacts/artifacts-design/SPEC.md)), **scoped to the delta**: only the screens **new or changed** by the refine get a design SPEC. The updated SPEC is written in **plan-refine's own session** (each loop manages ITS session's artifacts — it never edits plan-new's) and the plan **re-points** the UI Task reference to the current SPEC. Untouched screens keep their original SPEC.
84
97
 
98
+ ## Functional journey map
99
+
100
+ Before re-shaping phases, the plan must answer what execution would otherwise have to invent. The answers land **inside the existing sections** (`## Solution`, `## Impacted`, the `### Fn` blocks) — this loop adds no plan section beyond its trace:
101
+
102
+ - **Observable contract** — who starts the operation, what inputs it provides, what successful result and what errors or states it observes, which contracts are created or changed, and what must stay compatible.
103
+ - **Technical journey** — participating components and their approximate order, boundaries between repos or processes, where persistence and external integrations sit, what already exists and what must be wired.
104
+ - **Incremental strategy** — the first demonstrable journey and, **only when the change carries temporary behavior**, where a safe simulation can live, how it is displaced and which phase retires it (reference shapes: [`plan-new-loop`](../plan-new-loop/LOOP.md) § *Incremental strategy*).
105
+ - **Evidence** — the primary proof of each phase, which rules deserve an isolated test, which integrations need a real one, and what cannot be validated because of operational constraints (that one goes to `## Open questions`).
106
+
107
+ > **Bounded research** (Delta 3, sharpened): investigate **only** what is needed to order the phases — journey, boundaries, existing contracts, where the simulation can live, risks that change the plan's design. What `plan-exec` resolves locally is **not** pre-investigated here.
108
+
109
+ ## Simulation lifecycle
110
+
111
+ **This section applies only when the journey introduces temporary behavior** — a stub, fake, in-memory adapter, controlled fixture or temporary response. None in the change → no `Límite de simulación`, and no artificial phase invented to retire one. When there is, it is planned, never improvised: every simulation declares **purpose · location · the contract it stands for · the phase where it appears · the phase where it moves or disappears · what prevents its accidental selection in a production runtime · the minimum proof needed while it exists**.
112
+
113
+ - **Explicit over hidden**: `Stub…` / `Fake…`, in-memory adapter, temporary provider or controlled fixture — never a hardcode buried inside production code.
114
+ - **Displacement rule**: each affected phase writes its `Límite de simulación` as normalized prose — `antes <where it is>` → `después <where it lands, or removed>` — never as an implicit assumption.
115
+ - **Removal gate**: the change is not complete while a main-path simulation stays active, a configuration can still select it, the plan does not explain why it remains, or its removal was never validated. Test doubles isolated from the production runtime may stay.
116
+
117
+ ## Evidence by behavior
118
+
119
+ Each phase carries proof of behavior, not of structure. Three levels, **chosen** — never descended automatically:
120
+
121
+ 1. **Primary phase proof** — demonstrates the state the phase promised: component interaction, endpoint smoke, a vertical run down to the stub, persistence integration, or the end-to-end happy path.
122
+ 2. **Focused proofs** — where a layer owns rules, a relevant transformation, error handling, persistence, transactions, temporal logic or an external integration.
123
+ 3. **Risk proofs** — security, concurrency, idempotency, retries, known regressions, plausible high-impact failures.
124
+
125
+ The primary proof lives **inside its `### Fn` block** (`Validación de fase`); `## Validations` keeps the cross-cutting rules and constraints. A simulation gets only the minimum proof that demonstrates the wiring — no suite is built around what the next phase retires.
126
+
127
+ > **Necessity gate** (design criterion, not a record to keep): what behavior does the test demonstrate, what unique failure would it catch, is that already demonstrated elsewhere, does it target a stable boundary or an internal detail, does the layer own logic or risk, is it still worth keeping once the simulation is gone? No clear answer → it is not planned. Whatever slips through and only mirrors structure is flagged `overtest` by execution's closing review gate.
128
+
129
+ ## Executability gate
130
+
131
+ This loop's instance of the chassis convergence gate — the same one `plan-exec` verifies on entry. Whatever fails comes back as a gap:
132
+
133
+ - **Contract** — relevant inputs, outputs and observable states identified; the final behavior matches the spec; no functional criterion invented here.
134
+ - **Journey** — main components identified, order reasonable, repo/process boundaries visible, the described architecture the one the project actually has.
135
+ - **Phases** — each leaves a verifiable state with its exit condition, none is a list of layers or files, the order allows early integration, deferrals are explicit.
136
+ - **Simulation** *(only when the change carries one)* — initial boundary identified, every displacement foreseen, one phase owns the retirement, nothing can stay active by accident. No temporary behavior → the check does not apply, and no empty `Límite de simulación` is required.
137
+ - **Evidence** — every phase declares its primary proof, per-layer tests are justified, the same scenario is not duplicated by default, declared risks have evidence or an explicit deferral.
138
+ - **Resumability** — tasks legible enough for a `CHECKPOINT`, intermediate states stable, pending work distinguishable from work already `validada`.
139
+
140
+ ## Replanning executed work
141
+
142
+ A partially executed plan is replanned **forward**, never rewritten backwards:
143
+
144
+ - Phases already `validada` **stay as they are**, and their result becomes the initial state of what follows. Completed tasks are not re-written as if they had never happened.
145
+ - Only pending work is re-designed. A `validada` phase that the new shape invalidates gets a **compensating correction** as a new phase — never a silent edit of the closed one.
146
+ - **Return from `plan-exec`** (structural deviation — [`plan-exec-loop`](../plan-exec-loop/LOOP.md) § *Deviation gate*): the deviation enters as a **material gap** of this run. Changed input or output, observable state, public contract, participating components, phase order, simulation boundary or integration strategy — all land in `## Refinement decisions` with what execution already proved.
147
+ - **Legacy plans** (no phase state, micro-task shape) are migrated to the phase contract when this round touches them: completed tasks preserved, micro-tasks grouped by purpose, results and exit conditions derived from the spec and from the plan itself. Functional evidence that neither backs is **not invented** — it becomes an `## Open questions` entry.
148
+
85
149
  ## Split gate — refine semantics
86
150
 
87
151
  The gate itself — signals, offer, anti-duplicate, sibling contract, partition — is defined **once** in [`plan-new-loop`](../plan-new-loop/LOOP.md) § *Split gate (multi-plan)* (this flow's guaranteed load already includes that file); this loop only adds the **in-place semantics** of splitting an existing plan:
@@ -103,8 +167,11 @@ Full mechanism (3 cases, `Compactar`, re-run with `--reopen`) in the chassis (§
103
167
  plan-refine-loop(plan):
104
168
  input = glob(docs/plans/PPP-plan-*.md) | argument path # always the plan itself (in place)
105
169
  session = create_or_resume("<slug>-plan-refine") # reopens if it exists (see Compact / resume)
106
- seed SESSION.Success criteria = coherence-gate checklist # verification-first, BEFORE
107
- work = read(plan) (+ the spec if realignment is needed; + checkpoint progress if resuming)
170
+ seed SESSION.Success criteria = executability-gate checklist # verification-first, BEFORE
171
+ work = read(plan) (+ the spec if realignment is needed; + checkpoint/exec history if resuming or returning from plan-exec)
172
+ journey = map(observable contract, technical journey, incremental strategy, evidence) # bounded research
173
+ work = phases grouped by verifiable state (phase contract) + simulation lifecycle if any + primary proof each
174
+ keep validated phases and their completed tasks; redesign ONLY pending work
108
175
  repeat: # chassis engine
109
176
  gaps = detect_gaps(work) (plan-new taxonomy + plan↔spec drift) minus the exhausted ones
110
177
  if gaps == ∅: break
@@ -112,8 +179,9 @@ plan-refine-loop(plan):
112
179
  research (scoped to the delta — Delta 3) · human (structured-choice) · probe (chassis) ·
113
180
  ui-design (Delta 4, only new/changed screens)
114
181
  integrate + update CHECKPOINT # artifact-first cycle
115
- coherence gate (read-only) = Success criteria green:
116
- - plan-new checklist (criterion→task · Final behavior block of Solution · XS–S/XS · deps · Impacted↔Solution · UI→current SPEC · minimality)
182
+ executability gate (read-only) = Success criteria green:
183
+ - contract · journey · phases · simulation · evidence · resumability Executability gate)
184
+ - plan-new checklist (criterion→task · Final behavior block of Solution · deps · Impacted↔Solution · UI→current SPEC · minimality)
117
185
  # spec-less plan (adopted/hand-written): criteria anchor to the plan's own Final behavior block/Validations (see Delta 2)
118
186
  - re-refine's own check: the plan is REALIGNED with what changed
119
187
  whatever fails → comes back as a gap
@@ -128,7 +196,9 @@ finalize: CHECKPOINT persisted (+ BACKLOG only if something is deferred) + close
128
196
 
129
197
  ## Convergence / exit
130
198
 
131
- - **No material gaps** → **coherence gate** (the *Sequence* checklist; plan-new's gate + the re-refine's own realignment check).
199
+ - **No material gaps** → **executability gate** (the *Sequence* checklist: contract · journey · phases · simulation · evidence · resumability, plus plan-new's coherence checks and the re-refine's own realignment check).
132
200
  - Passes → `Guardar plan refinado` (edits in place with confirmation) → `finalize`.
133
201
  - **Split branch**: `Guardar planes` edits the original reduced and writes the extracted siblings → `finalize`.
134
202
  - `Cerrar` at any time → `finalize` (persists `CHECKPOINT`; `BACKLOG` only if something is deferred; closes the session, reports).
203
+
204
+ > **After refining:** the plan goes to `plan-exec`, which re-checks this same gate on entry — a plan saved here should never bounce back for its structure.