@webpresso/codex-plugin 3.1.3

package/skills/plan-refine/references/full-methodology.md

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+# Full reference moved from SKILL.md
+
+> **Implementation Status: Production-Ready**
+>
+> Blueprint hardening and lifecycle infrastructure are production-ready:
+>
+> - Blueprint dependency parsing, format validation, and the lifecycle state
+>   machine with evidence-gated task completion (fully tested, in-package)
+> - Parallel execution is delegated to the `/pll` runtime adapter (OMX), which
+>   batches independent tasks by dependency order and blocks dependents of
+>   failed tasks
+>
+> **Remaining gaps:** execution docs and wrappers must stay aligned with the currently shipped runtime and CLI surface.
+
+# Plan Refinement Methodology
+
+## Core Principle
+
+> **"A plan is only as strong as its weakest unchecked assumption — and only as fast as its coarsest task granularity."**
+
+Every technology claim, file path, API assumption, and architecture decision in a blueprint must be verified against reality before implementation begins. Unverified plans create cascading failures during execution. Poorly structured plans serialize work that could run in parallel — wasting 10x the wall-clock time.
+
+Refinement has two equally important goals:
+
+1. **Correctness** — Every claim is fact-checked, every edge case documented
+2. **Parallelizability** — Tasks are structured in Blueprint format with maximum independence for `/pll`
+3. **Simplicity and safety** — DRY, SOLID, YAGNI, KISS, and public package leak-prevention gates are applied before abstractions or release surfaces are approved
+
+## When to Use
+
+**ALWAYS refine a plan when:**
+
+- A new blueprint has been created from Q&A or brainstorming
+- A blueprint references specific technologies, libraries, or APIs
+- A blueprint makes assumptions about existing codebase structure
+- A blueprint has cross-plan dependencies (upstream/downstream)
+- Before moving a blueprint from `draft/` to `in-progress/`
+- After significant codebase changes that may invalidate assumptions
+- Tasks are too coarse for parallel execution (should be split)
+
+**Don't use for:**
+
+- Trivial single-task plans (just verify inline)
+- Plans that are purely process/methodology (no code assumptions)
+- Plans already verified and in execution
+
+## The Refinement Pipeline
+
+```
+Blueprint (Draft/In-Progress)
+        │
+        ▼
+┌─────────────────────────────────┐
+│  PHASE 1: Technology Fact-Check │  ← Web research + docs
+│  - Library compatibility        │
+│  - API correctness              │
+│  - Version constraints          │
+│  - Runtime compatibility        │
+└──────────────┬──────────────────┘
+               │
+               ▼
+┌─────────────────────────────────┐
+│  PHASE 2: Codebase Verification │  ← Grep/Read existing code
+│  - File paths exist             │
+│  - APIs match signatures        │
+│  - Patterns match conventions   │
+│  - Dependencies available       │
+└──────────────┬──────────────────┘
+               │
+               ▼
+┌─────────────────────────────────┐
+│  PHASE 3: Architecture Review   │  ← Adversarial critique
+│  - Race conditions              │
+│  - Echo loops                   │
+│  - Error cascades               │
+│  - Concurrent access            │
+│  - Auth/session edge cases      │
+└──────────────┬──────────────────┘
+               │
+               ▼
+┌─────────────────────────────────┐
+│  PHASE 4: Cross-Plan Alignment  │  ← Read dependent blueprints
+│  - Upstream deps still valid    │
+│  - Downstream plans updated     │
+│  - No contradictions            │
+│  - Shared decisions consistent  │
+└──────────────┬──────────────────┘
+               │
+               ▼
+┌─────────────────────────────────┐
+│  PHASE 5: Blueprint Enforcement  │  ← Structure for parallelism
+│  - Task granularity audit       │
+│  - Dependency graph validation  │
+│  - File conflict detection      │
+│  - Wave optimization            │
+│  - TDD steps in every task      │
+└──────────────┬──────────────────┘
+               │
+               ▼
+┌─────────────────────────────────┐
+│  PHASE 6: Apply & Consolidate   │  ← Edit blueprint
+│  - Apply all fixes (Fx tags)    │
+│  - Update Edge Cases table      │
+│  - Update Risks table           │
+│  - Update Technology Choices    │
+│  - Update cross-plan references │
+│  - Rewrite tasks in Blueprint fmt│
+└─────────────────────────────────┘
+```
+
+---
+
+## Folded plan-review pipeline
+
+`/autoplan` is folded into this skill. For non-trivial plans, run the plan review
+lenses in the order that matches the risk: CEO/founder scope, design/UX,
+engineering architecture, then DevEx/migration. Consolidate the reviews into
+keep/change/drop decisions, unresolved taste calls, required tests, and a final
+go/no-go. Do not edit implementation code during plan refinement.
+
+## Required Policy Gates
+
+Apply these gates to every refined blueprint:
+
+- **Engineering principles:** enforce `.agent/rules/engineering-principles.md`.
+  Reject speculative abstractions, unused extension seams, avoidable
+  dependencies, and designs that can be simpler without losing behavior.
+- **Public package safety:** when a plan touches `package.json`, `files`, `bin`,
+  `exports`, package docs, catalog assets, generated agent surfaces, or release
+  workflows, enforce `.agent/rules/public-package-safety.md`. Require a
+  tarball/package-surface check and explicitly keep private content out.
+
+If either gate fails, record the finding and simplify or quarantine the public
+surface before execution.
+
+---
+
+## Phase 1: Technology Fact-Check
+
+**Goal:** Verify every technology claim against official documentation and known issues.
+
+### What to Check
+
+| Category                       | Check                                       | How                                                   |
+| ------------------------------ | ------------------------------------------- | ----------------------------------------------------- |
+| **Library compatibility**      | Does library X work with runtime Y?         | Web search `"library-name" + "runtime-name" + issues` |
+| **API correctness**            | Does the API exist as described?            | Read official docs via Context7 or WebFetch           |
+| **Version constraints**        | Is the version available? Breaking changes? | npm registry, changelogs                              |
+| **Native addon compatibility** | Does it compile for all targets?            | Check Bun/Node/Deno compatibility                     |
+| **Protocol correctness**       | Is the wire protocol right?                 | Official docs (e.g., WebSocket subprotocols)          |
+| **Platform limits**            | Are there timeout/memory/size limits?       | Platform docs (e.g., Workers limits)                  |
+
+### Output Format
+
+For each finding, assign:
+
+- **ID**: F1, F2, F3...
+- **Severity**: CRITICAL (blocks implementation), HIGH (causes bugs), MEDIUM (suboptimal), LOW (cosmetic)
+- **Claim**: What the blueprint says
+- **Reality**: What documentation/research shows
+- **Fix**: Concrete change to the blueprint
+
+### Anti-Patterns
+
+| Anti-Pattern                          | Why It's Wrong                    | Do This Instead                           |
+| ------------------------------------- | --------------------------------- | ----------------------------------------- |
+| "Library X should work"               | Untested assumption               | Verify with official docs + GitHub issues |
+| Trusting AI knowledge of library APIs | Models hallucinate API signatures | Read actual docs via Context7/WebFetch    |
+| Assuming latest version compatibility | Breaking changes happen           | Check specific version compatibility      |
+| Ignoring native addon constraints     | Build failures in CI/CD           | Test against all target runtimes          |
+
+## Phase 2: Codebase Verification
+
+**Goal:** Verify every file path, import, API reference, and pattern assumption against the actual codebase.
+
+Use the lightest reliable inspection tool first: prefer `rg -n` for search, `sed -n` for exact line ranges, and only escalate to ad hoc scripts when the extraction genuinely needs structure across many files.
+
+### What to Check
+
+| Category               | Check                                      | How                                     |
+| ---------------------- | ------------------------------------------ | --------------------------------------- |
+| **File paths**         | Do referenced files exist at stated paths? | `Glob` for patterns, `Read` for content |
+| **API signatures**     | Do functions have the expected parameters? | `Grep` for function definitions         |
+| **Import paths**       | Are package exports available?             | Read `package.json` exports field       |
+| **Existing patterns**  | Does the codebase use the assumed pattern? | `Grep` for similar code                 |
+| **Naming conventions** | Do new files follow existing naming?       | `ls` existing directories               |
+| **Configuration**      | Are config values/env vars available?      | Read config files, `.env.example`       |
+
+### Codebase Red Flags
+
+- Blueprint says `targets/` but codebase uses `emitters/`
+- Blueprint imports from `package/subpath` but package.json has no subpath export
+- Blueprint extends a class that doesn't exist yet (timing dependency)
+- Blueprint assumes a function returns X but it actually returns Y
+- Blueprint references env var that isn't in any config
+
+## Phase 3: Architecture Review
+
+**Goal:** Adversarial critique of the architecture — find every way it can break.
+
+### The Adversarial Checklist
+
+Think like a hostile system trying to break the design:
+
+#### Concurrency & Race Conditions
+
+- [ ] What happens if two processes write simultaneously?
+- [ ] What happens if operation A completes between steps of operation B?
+- [ ] Is there a time-of-check-to-time-of-use (TOCTOU) gap?
+- [ ] Can operations interleave in a way that corrupts state?
+
+#### Echo Loops & Infinite Cycles
+
+- [ ] If A triggers B which triggers A, what breaks the cycle?
+- [ ] Is the cycle-break mechanism robust to timing variations?
+- [ ] Can events batch in a way that bypasses the cycle-break?
+
+#### Error Cascades
+
+- [ ] If step N fails, do steps N+1...M still make sense?
+- [ ] Can a partial failure leave the system in an inconsistent state?
+- [ ] Is there a dead-letter queue for permanently failed operations?
+- [ ] What happens after N retries? Is there a max?
+
+#### Authentication & Sessions
+
+- [ ] What happens when tokens expire during long operations?
+- [ ] Is there a refresh mechanism? What if refresh also fails?
+- [ ] Do WebSocket connections survive token rotation?
+
+#### Data Integrity
+
+- [ ] Can the ABA problem occur? (A→B→A looks like no change)
+- [ ] Are soft deletes propagated correctly in both directions?
+- [ ] What happens during schema changes with in-flight data? (Note: repos that prefer `db push` over migrations have different edge cases from migration-based repos.)
+- [ ] Can orphaned records accumulate?
+
+#### Platform Constraints
+
+- [ ] Workers: 100s idle timeout, 30s CPU, 128MB memory
+- [ ] SQLite: single-writer, no network FS, WAL checkpoint starvation
+- [ ] WebSocket: protocol negotiation, heartbeat requirements
+- [ ] File watchers: missed events during rapid bursts, git operations
+
+### Output: Severity Classification
+
+| Severity | Definition                                             | Example                                    |
+| -------- | ------------------------------------------------------ | ------------------------------------------ |
+| CRITICAL | Will cause infinite loops, data loss, or build failure | Echo loop with no break mechanism          |
+| HIGH     | Will cause bugs in normal usage                        | Duplicate outbox entries from dual process |
+| MEDIUM   | Will cause bugs in edge cases                          | Race condition during schema push          |
+| LOW      | Suboptimal but functional                              | Unnecessary payload size                   |
+
+## Phase 4: Cross-Plan Alignment
+
+**Goal:** Ensure the plan is coherent with all related blueprints.
+
+### What to Check
+
+1. **Upstream dependencies** — Are the interfaces/packages this plan depends on still designed the same way?
+2. **Downstream impacts** — Do plans that depend on this one need updating?
+3. **Shared decisions** — If two plans both chose a technology (e.g., Drizzle ORM), are they using compatible versions/patterns?
+4. **Non-goals consistency** — If plan A says "X is out of scope" and plan B says "depends on X from plan A", there's a contradiction.
+5. **Timeline consistency** — If plan A depends on plan B Phase 2, is plan B still structured with that phase?
+
+### Cross-Plan Update Protocol
+
+When a fix in Plan A affects Plan B:
+
+1. Read Plan B in full
+2. Identify the specific section that needs updating
+3. Add a dated architecture note (not a rewrite)
+4. Add/update the cross-plan reference in both plans
+
+---
+
+## Phase 5: Blueprint Format Enforcement & Parallelization
+
+> **"If `/pll` can't run 6-8 agents simultaneously, the plan is too coarse."**
+
+**Goal:** Ensure every task follows Blueprint format and the dependency graph maximizes parallelism for `/pll` with Kahn's Algorithm.
+
+The parallel orchestrator is production-ready. This phase ensures plans are structured to maximize parallel agent throughput.
+
+### Task Granularity Optimization (Parallel-First)
+
+**Goal**: Maximize independent tasks while avoiding file conflicts and hidden dependencies.
+
+**Rules of thumb**:
+
+- **1 task = 1 file cluster** (touch 1–3 related files; split if >3 distinct areas)
+- **No mixed concerns** (separate UI, data, and infra tasks)
+- **Explicit dependencies only** (if a task needs outputs from another, list it in `Depends`)
+- **Avoid shared-file contention** (if two tasks touch the same file, either merge or serialize)
+- **Target wave size ≥ 6 tasks** for plans intended to run with 6–8 agents
+
+**Split tasks when**:
+
+- A task mixes **setup + implementation + refactor** in one block
+- It touches **multiple packages** without a clear sequencing need
+- It includes both **schema changes** and **feature code**
+- It bundles **tests** for multiple components (split per component)
+
+**Merge tasks when**:
+
+- Two tasks always touch the **same files**
+- One task is only **a tiny follow-up** (e.g., rename, lint fix) for another
+- Dependencies create a chain with no parallelism
+
+### The Blueprint Task Template (Mandatory)
+
+Every task MUST follow this exact structure:
+
+```markdown
+#### [lane] Task X.Y: [Component Name]
+
+**Status:** todo
+
+**Depends:** Task 1.1, Task 1.2 (or "None" for Tier 0)
+
+[Description paragraph — enough context for an independent agent to execute
+without reading other tasks. Include: what, why, constraints, gotchas.]
+
+**Files:**
+
+- Create: `exact/path/to/file.ts`
+- Create: `exact/path/to/file.test.ts`
+- Modify: `exact/path/to/existing.ts`
+
+**Steps (TDD):**
+
+1. Write failing test for [specific behavior]
+2. Run: `just test --file <path/to/test-file.test.ts>` — verify FAIL
+3. Implement minimal code to pass
+4. Run: `just test --file <path/to/test-file.test.ts>` — verify PASS
+5. Refactor if needed (complexity ≤ 8)
+6. Run: `just lint --file <changed-file.ts> <changed-test.ts>` and `just typecheck --file <changed-file.ts> <changed-test.ts>`
+
+**Acceptance:**
+
+- [ ] Test file created with failing test
+- [ ] Implementation passes all tests
+- [ ] `just lint --file <changed-files...>` passes
+- [ ] `just typecheck --file <changed-files...>` passes
+```
+
+Use `#### Task X.Y: ...` only when a lane prefix would add no value, but prefer lane-prefixed headers such as `[schema]`, `[backend]`, `[ui]`, `[infra]`, `[docs]`, or `[qa]`.
+
+### Project Conventions
+
+These are enforced project conventions (with webpresso's conventions as the example):
+
+| Convention           | Rule                                  | Rationale                                                           |
+| -------------------- | ------------------------------------- | ------------------------------------------------------------------- |
+| **Estimates**        | Use t-shirt sizing ONLY (XS/S/M/L/XL) | No day/week estimates — too inaccurate and cause false expectations |
+| **Database Changes** | Follow the repo's preferred workflow  | e.g. `db push` before production launch, migrations after           |
+
+**Violations to flag:**
+
+- Task says "1 day", "3 hours", "2 weeks" → Change to t-shirt size
+- Task creates migration files or migration infrastructure when the repo prefers `db push` → Use the repo's chosen workflow
+- References `just db-migrate` when the repo uses `db push` → Use `db push` (entity YAML → schema generation → push)
+
+### Blueprint Validation Checklist
+
+Run this audit on every task in the blueprint:
+
+| Check                             | Violation                                            | Fix                                               |
+| --------------------------------- | ---------------------------------------------------- | ------------------------------------------------- |
+| Has `**Depends:**` line?          | Missing → `/pll` can't build DAG                     | Add explicit dependency or "None"                 |
+| Has `**Files:**` section?         | Missing → agents can't detect file conflicts         | List every file touched (Create/Modify)           |
+| Has `**Steps (TDD):**`?           | Missing → agents skip tests                          | Add TDD steps with exact `just` commands          |
+| Has `**Acceptance:**` checkboxes? | Missing → no completion criteria                     | Add testable acceptance criteria                  |
+| Description self-contained?       | References "see above" or "as described in Task X.Y" | Inline the context — each task runs independently |
+| Files overlap with another task?  | Two tasks modify same file → conflict in parallel    | Merge tasks or add explicit `**Depends:**`        |
+| Uses t-shirt sizing?              | Day/week estimates used                              | Replace with XS/S/M/L/XL                          |
+| Follows repo DB workflow?         | Diverges from repo's chosen workflow                 | Use repo's chosen workflow instead                |
+
+### Granularity Rules
+
+**The Goldilocks Zone:** Each task should be **XS-S size** (single focused change with tests). Smaller = overhead. Larger = blocks other work.
+
+#### Too Coarse (Split It)
+
+```markdown
+BAD: "Implement sync engine with push, pull, and connection manager"
+```
+
+This is 3+ independent concerns. An agent working on this blocks 30+ minutes while push, pull, and connection could all run in parallel.
+
+```markdown
+GOOD: Split into:
+Task 3.1: Push engine (client-side) Depends: 2.3
+Task 3.2: Pull engine (client-side) Depends: 1.2
+Task 4.2: WebSocket auth proxy Depends: None
+Task 5.1: Connection manager + orchestrator Depends: 3.1, 3.2, 4.1, 4.2
+```
+
+#### Too Fine (Merge It)
+
+```markdown
+BAD:
+Task 1.1a: Create package.json for sync package
+Task 1.1b: Create tsconfig.json for sync package
+Task 1.1c: Add subpath exports to package.json
+```
+
+These can't be tested independently and have no value as separate agent work.
+
+```markdown
+GOOD: "Task 1.2: Scaffold sync package + local DB"
+— package.json, tsconfig, exports, db client, tests — all one task
+```
+
+### Splitting Rules
+
+| Signal                                       | Action                                    |
+| -------------------------------------------- | ----------------------------------------- |
+| Task touches 3+ unrelated files              | Split into independent tasks              |
+| Task has "and" in the title                  | Split at the "and"                        |
+| Task is M or larger                          | Split by concern (data layer, API, tests) |
+| Two subtasks have no data dependency         | They should be separate tasks             |
+| Task can't start until 3+ other tasks finish | Check if some deps are artificial         |
+
+### Merging Rules
+
+| Signal                                            | Action                                 |
+| ------------------------------------------------- | -------------------------------------- |
+| Task is XS with no tests                          | Merge with related task                |
+| Task creates a file that only one other task uses | Merge into that task                   |
+| Three tasks all modify the same file              | Merge or serialize them                |
+| Task has no test (pure config/scaffold)           | Merge with the first task that uses it |
+
+### Dependency Graph Optimization
+
+**Goal:** Maximize the width of each wave (more tasks in parallel = faster execution).
+
+#### Wave Analysis
+
+```
+Wave 0 (Tier 0): Tasks with no dependencies     → All run in parallel
+Wave 1 (Tier 1): Tasks depending only on Wave 0  → Run as Wave 0 completes
+Wave 2 (Tier 2): Tasks depending on Wave 0+1     → Run as deps clear
+...
+```
+
+**Metric: Critical path length** — The longest chain of sequential dependencies. This is the minimum wall-clock time regardless of how many agents you throw at it.
+
+### State-of-the-Art Parallelization Metrics (Required)
+
+Use these metrics when refining or challenging a blueprint:
+
+1. **Ready Width (RW)**
+   - Number of runnable tasks at each wave.
+   - Target: first two waves should keep planned agents busy (for 6 agents, RW ≥ 6 in Wave 0 or Wave 1).
+
+2. **Critical Path Ratio (CPR)**
+   - `CPR = total_tasks / critical_path_length`
+   - Higher is better (more theoretical parallel speedup).
+   - Target: CPR ≥ 2.5 for parallel plans.
+
+3. **Dependency Density (DD)**
+   - `DD = total_dependency_edges / total_tasks`
+   - Lower is usually better (fewer coordination constraints).
+   - Target: DD ≤ 2.0 unless architecture requires strict sequencing.
+
+4. **Conflict Pressure (CP)**
+   - Count of same-file overlaps across tasks in the same wave.
+   - Hard target: CP = 0 for every wave.
+
+If metrics miss target, refine task granularity or dependency design before execution.
+
+#### Optimization Techniques
+
+1. **Break false dependencies.** If Task 2.1 "depends on" Task 1.2 but only needs the _interface_ (not the implementation), extract the interface into a Tier 0 task.
+
+2. **Parallelize within phases.** If Phase 2 has 3 tasks that all depend on Phase 1 but not on each other, they should all be in the same wave.
+
+3. **Front-load independent work.** Move tasks that don't depend on anything to Wave 0 — they start immediately.
+
+4. **Minimize the fan-in bottleneck.** If Task 5.1 depends on Tasks 3.1, 3.2, 4.1, and 4.2 — that's 4 tasks that must ALL complete before 5.1 starts. Ask: can any of 5.1's work start earlier?
+
+#### File Conflict Detection
+
+Two tasks running in parallel MUST NOT modify the same file. If they do:
+
+1. **Preferred:** Restructure so each task has its own files
+2. **Acceptable:** Add explicit `**Depends:**` to serialize them
+3. **Last resort:** Document the conflict in the Quick Reference table
+
+### Quick Reference Table (Required)
+
+Every refined blueprint MUST include this table for `/pll`:
+
+```markdown
+## Quick Reference (Execution Waves)
+
+| Wave              | Tasks                             | Dependencies     | Parallelizable | Effort (T-shirt) |
+| ----------------- | --------------------------------- | ---------------- | -------------- | ---------------- |
+| **Wave 0**        | 1.1, 1.2, 1.3                     | None             | 3 agents       | XS-S             |
+| **Wave 1**        | 2.1, 2.2, 2.3                     | Wave 0           | 3 agents       | S-M              |
+| **Wave 2**        | 3.1, 3.2, 4.2                     | Wave 1 (partial) | 3 agents       | S-M              |
+| **Wave 3**        | 4.1, 5.1                          | Wave 2           | 2 agents       | M                |
+| **Wave 4**        | 6.1                               | Wave 3           | 1 agent        | S                |
+| **Critical path** | 1.1 → 2.3 → 3.1 → 4.1 → 5.1 → 6.1 | —                | 6 waves        | L                |
+
+### Parallel Metrics Snapshot (Required)
+
+| Metric | Formula / Meaning                  | Target               | Actual  |
+| ------ | ---------------------------------- | -------------------- | ------- |
+| RW0    | Ready tasks in Wave 0              | ≥ planned agents / 2 | <value> |
+| CPR    | total_tasks / critical_path_length | ≥ 2.5                | <value> |
+| DD     | dependency_edges / total_tasks     | ≤ 2.0                | <value> |
+| CP     | same-file overlaps per wave        | 0                    | <value> |
+
+If any target misses, include a short "refinement delta" note describing task split/merge changes.
+```
+
+### Parallelization Score
+
+Rate the plan's parallelizability:
+
+| Score | Definition                            | Action                              |
+| ----- | ------------------------------------- | ----------------------------------- |
+| **A** | RW target met, CPR ≥ 2.5, CP = 0      | Ready for `/pll`                    |
+| **B** | RW near target, CPR 2.0-2.49, CP = 0  | Improve dependencies before execute |
+| **C** | CPR 1.5-1.99 or frequent narrow waves | Split coarse tasks, reduce fan-in   |
+| **D** | CPR < 1.5 or CP > 0 in planned waves  | Must restructure before execution   |
+
+### Self-Contained Task Test
+
+For each task, ask: **"Can an agent execute this task with ONLY the task description, the codebase, and `just` commands?"**
+
+If the answer is no, the task is missing context. Common fixes:
+
+- Inline interface definitions (don't say "use the interface from Task 1.1")
+- Include the schema/type the task needs to implement
+- Specify exact import paths
+- Include example input/output for test cases
+
+---
+
+## Phase 6: Apply & Consolidate
+
+**Goal:** Write all fixes into the blueprint as a single coherent update.
+
+### Fix Tagging Convention
+
+Every fix gets an `(Fx)` tag that appears:
+
+1. In the inline task where the fix is applied
+2. In the Edge Cases table
+3. In the Risks table (if applicable)
+4. In the Technology Choices table (if applicable)
+
+This creates **traceability** — anyone reading the blueprint can trace why a particular decision was made back to the fact-check finding.
+
+### Required Updates
+
+After applying all fixes, verify:
+
+- [ ] **Blueprint format** — Every task has Depends, Files, Steps (TDD), Acceptance
+- [ ] **Self-contained tasks** — Each task can be executed by an independent agent
+- [ ] **Engineering principles** — DRY, SOLID, YAGNI, and KISS are applied; unnecessary abstractions, dependencies, and config are removed
+- [ ] **Public package safety** — Plans that touch package or release surfaces include tarball/package-surface leak checks and denied-content exclusions
+- [ ] **No file conflicts** — No two parallel tasks modify the same file
+- [ ] **Quick Reference table** — Updated with correct waves and agent counts
+- [ ] **Edge Cases table** — Every finding with severity ≥ MEDIUM has a row
+- [ ] **Risks table** — Every finding with severity ≥ HIGH has a row with mitigation
+- [ ] **Technology Choices table** — Any library/tool changes reflected
+- [ ] **Key Decisions table** — Any decision changes reflected with rationale
+- [ ] **Cross-Plan References** — Downstream plans updated if affected
+- [ ] **Progress field** — Updated to note fact-check completion
+- [ ] **Architecture diagram** — Updated if technology names changed
+
+### Verification Report
+
+At the end, produce a summary:
+
+```markdown
+## Refinement Summary
+
+| Metric                    | Value                 |
+| ------------------------- | --------------------- |
+| Findings total            | 20                    |
+| Critical                  | 3                     |
+| High                      | 5                     |
+| Medium                    | 8                     |
+| Low                       | 4                     |
+| Fixes applied             | 20/20                 |
+| Cross-plans updated       | 2                     |
+| Edge cases documented     | 15                    |
+| Risks documented          | 12                    |
+| **Parallelization score** | B (5 tasks in Wave 0) |
+| **Critical path**         | 6 waves (~90 min)     |
+| **Max parallel agents**   | 3                     |
+| **Total tasks**           | 11                    |
+| **Blueprint compliant**   | 11/11                 |
+```
+
+---
+
+## Red Flags — STOP
+
+Stop and escalate to the user if:
+
+- A CRITICAL finding invalidates the core architecture (e.g., the chosen database doesn't work on the target runtime)
+- Two findings contradict each other (fix A requires X, fix B requires not-X)
+- A cross-plan dependency is broken and requires re-planning
+- The number of CRITICAL + HIGH findings exceeds 10 (plan may need fundamental rethinking)
+- A technology assumption affects more than 3 tasks (cascading rewrite needed)
+- Parallelization score is **D** (1 task in Wave 0) — plan needs fundamental restructure
+
+## Parallel Agent Strategy
+
+The refinement pipeline itself is designed for parallel execution:
+
+| Agent   | Phase                 | Tools                         | Focus                              |
+| ------- | --------------------- | ----------------------------- | ---------------------------------- |
+| Agent 1 | Technology Fact-Check | WebSearch, WebFetch, Context7 | Library docs, compatibility, APIs  |
+| Agent 2 | Codebase Verification | Grep, Glob, Read              | File paths, existing code patterns |
+| Agent 3 | Architecture Review   | Read (blueprint only)         | Adversarial critique, edge cases   |
+
+Agents 1-3 run in parallel. Phases 4-6 (Cross-Plan, Blueprint Enforcement, Apply) run sequentially after all agents complete.
+
+## Related Skills
+
+- **plan** — Creating plans (this skill refines them)
+- **question-flow** — Supported user-input pattern for plan clarification
+- **testing-philosophy** — Test strategy validation within plans (integration-first, 85% mutation)
+- **verify** — Evidence-based completion and post-implementation verification
+- **systematic-debugging** — When refinement finds broken assumptions
+
+## Related Commands
+
+- `wp blueprint new "<goal>" --complexity <size>` — Create a new blueprint (this skill refines it)
+- `wp blueprint audit --all --strict` — Audit blueprint format/lifecycle before or after refinement
+- `/pll` — Operator-facing parallel execution workflow for refined Blueprint-shaped work
+- `/verify <target>` — Post-implementation quality gate
+- `/soa <target>` — Apply SOA 2026 quality standards (TDD, complexity ≤8, mutation ≥85%)
+
+**Parallel Execution:** Refined plans should execute through the current workflow surface while Blueprint remains the durable lifecycle source of truth via `wp blueprint start|task|finalize`. See `.agent/commands/pll.md` for the current operator guidance.
+
+## Planned eligibility verdict
+
+Before declaring a blueprint planned-eligible, complete its Trust Dossier, evidence material claims, close material decisions, define Promotion Gates, and emit exactly one verdict: `planned-eligible` or `not-planned-eligible`. Reject speculative abstractions, unverifiable material claims, and "decide during implementation" placeholders. Blueprints implementing this gate before it lands may document that the dossier becomes required once the gate exists.