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gstack/plan-ceo-review/sections/review-sections.md.tmpl
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Garry TanandOpenAI Codex 9f81911136 v1.86.0.0 feat: route outside reviews by harness (#2850)
* feat: add a restricted and supervised Claude Code runner

Preserve configured authentication and models while enforcing tool access, strict completion JSON, bounded output and process cleanup. Cover argv, failure handling, session metadata and Windows process containment.

* feat: route outside reviews by harness and migrate wrapper installs

Use Claude Code from Codex and Codex from other supported hosts, with shared invocation rendering, positive gate validation and per-phase provenance. Rename /claude to /claude-code, repair managed shared and copied installations safely, and generate native Kiro skills. Add installed-workflow, failure-injection and live cross-harness regression coverage.

* test: recognize CEO mode labels without terminal spacing

The paid workflow rendered SCOPEEXPANSION at option 4, but its driver required a literal space. Match the leading mode title without cursor-spacing artifacts and ignore adjacent preview text. Preserve missing-target failures and downstream posture assertions.

* test: isolate plan-count fixtures before starting review workflows

Seed the complete test plan in a private git repository before launching Claude, so a bare slash command cannot review the live workspace while a delayed fixture message remains queued. Preserve count thresholds, parsers and budgets. Add initial-context and installed-discovery tests, and retain startup/terminal diagnostics on failed evaluations.

* test: stabilize review fixtures and Claude eval startup

Preserve source boundaries in workflow judge inputs, isolate CEO mode plans, and wait for interactive trust input readiness. Keep startup failure evidence and retain existing models, budgets, and assertions.

Co-Authored-By: OpenAI Codex <noreply@openai.com>

* test: classify collapsed review modes and isolate seeded findings

Keep review questions out of the setup count when terminal cursor positioning removes spaces. State existing webhook safeguards so the five-finding control measures its seeded defects without accidental extra security and concurrency gaps. Preserve question bands and the paired control.

Co-Authored-By: OpenAI Codex <noreply@openai.com>

* test: isolate browser daemon state across free shards

Co-Authored-By: OpenAI Codex <noreply@openai.com>

* test: stabilize native review counting and interactive navigation

Co-Authored-By: OpenAI Codex <noreply@openai.com>

* chore: prepare v1.82.0.0 release

Co-Authored-By: OpenAI Codex <noreply@openai.com>

* fix: eliminate browser and process-cleanup test flakes

Pin every CI surface to Bun 1.4.0 to avoid extra-stdio finalizers closing
reused live sockets. Add an isolated GC/listener regression that fails on
Bun 1.3.13, and prevent coordinated rollback to an affected CI runtime.

Check renderer cleanup against the render's own staging directory so
concurrent renders cannot invalidate the assertion. Make the no-pgrep
process-tree walk tolerate disappearing /proc entries, and synchronize
its test fixture through child readiness and pipe EOF instead of sleeps.

Validation: 9,157 passed, 31 skipped, zero failures across 556 files with
retries disabled. Build, all-host generation freshness, and skill checks
passed. All three races have failing-before/passing-after regressions.

* fix: count completed native review questions in evals

* fix: drive review navigation from confirmed native choices

* fix: require complete section-loading eval reports

* test: isolate telemetry HTTP transport from local assertions

* fix: keep review input on the active native question

* test: let tunnel revocation daemon choose an available port

* test: allocate available ports for pairing and watchdog fixtures

* fix: stabilize planning eval navigation and phase reporting

* test: isolate installed runtime paths in planning evals

* test: stabilize review evidence and concurrent refresh fixtures

* fix: resolve design findings before editing the plan

* fix: honor and persist disabled outside plan reviews

* fix: preserve planning decisions and terminal evidence

Load installed host reviews at autoplan phase entry and wait for completed
reviewers and saved artifacts. Reuse approved remedies while preserving
individual finding decisions.

Drive interactive evals from the current terminal viewport, bind native
questions across scrolling, and require complete native report evidence.
Cover captured stale menus, permission lifecycles, setup classification,
and disabled-review tool availability with deterministic regressions.

Advance release metadata and the upgrade migration to the unclaimed
1.83.0.0 slot.

* fix: drive native review questions and preserve current plans

Use the native single-choice keyboard protocol and current terminal viewport,
with per-question navigation inside packets and completed-call coverage.
Keep permissions, multi-select menus, and Submit controls distinct.

Send Autoplan reviewers the amended implementation plan, keep its review record
separate, and supply retained application contracts in the chain fixture.
Clarify individual DevEx decisions and complete CEO fix options; use one active
plan destination for the section-loading report.

* fix: preserve complete plan-review decisions

* fix: recognize native plan dialogs and reviewer controls

* fix: preserve review decisions and phase completion

* fix: recognize completed reviews without losing findings

* fix: preserve review continuity and native eval completion

* test: fix native review completion and eval retry isolation

* test: handle native review menus and complete eval fixtures

* test: fix native review setup, completion, and isolation failures

* test: limit native skill discovery to runtime assets

* fix: bind Autoplan reviews to full ordered phase inputs

* test: fix planning eval routing, counting, and timeout handling

* chore: advance queued release to v1.84.0.0

* fix: preserve complete review inputs and planning decisions

* fix: reconcile review approvals and preserve phase obligations

* fix: preserve review obligations and unblock eval permissions

Carry recorded Autoplan requirements into blind phase inputs, require Eng
review approvals before exit, and exercise combined asynchronous flows in
CEO reviews. Correct native finding and handoff classification and unblock
repeated report edits using scoped request identities.

* fix: retain plan requirements and complete native review dialogs

* fix: complete native review prompts and retain plan references

* fix: preserve review inputs and classify native eval evidence

* fix: check competing completion orders in CEO reviews

* fix: recognize review decisions and require phase methodology

Require the current phase methodology before Autoplan snapshots. Correct
substantive decision, closed handoff, and cache-finding classification, and
honor the recommended implementation approach in native review dialogs.

Add captured-transcript regressions without changing review thresholds,
provider models, retries, or deadlines.

* test: bind native review decisions and close completed handoffs

* fix: complete review dialogs and verify methodology delivery

* fix: preserve review evidence and unblock native eval prompts

* fix: handle native review question completions

* fix: recognize native review narration and controls

* fix: count native review decisions and isolate eval fixtures

* test: verify seeded review coverage and current artifact permissions

* test: isolate model and brain-aware skill renders

* fix: repair native workflow evaluation and clarify review steps

* fix: stabilize workflow eval evidence and review guidance

* test: repair native workflow observation and fixture isolation

* fix: recognize completed workflow evidence and owned skill reads

* test: repair seeded workflow delivery and completion evidence

* test: recognize current review evidence across native forms

* test: handle native review variants and permission redraws

* fix: honor review preferences and recognize native eval evidence

* test: recognize completed review decisions and queued permissions

* test: match current review contracts and partial-line edits

* test: recognize completed workflow evidence and bounded human waits

* fix: preserve review entry gates and native eval interactions

* fix: recognize native workflow evidence and preserve review gates

* test: recognize current review evidence and preconfigure workflow fixtures

* test: recognize completed review findings and scoped artifact permissions

* fix: stabilize native workflow review and permission evidence

* fix: recognize current review evidence and scoped edit confirmations

Clarify Design and engineering review entry instructions and Design scoring.
Recognize required legacy coverage and public Autoplan completion recaps.
Bind the pending Edit confirmation to its exact file, ordered digest, and
one-request approval when a preceding command display remains visible.
Keep reviews within their existing size limits and preserve scope gates
when extracting workflow fixtures from either supported preamble header.

Keep failure outcomes, review thresholds, provider choices, and eval budgets.

* fix: recover review workflow progress and eval evidence

* fix: recognize valid review evidence and scope selection

* test: fix review evidence parsing and repeated artifact prompts

* test: recognize valid review decisions and pending native cards

* fix(plan-eng-review): keep final navigation consistent with approved tasks

* test: recognize valid review evidence and bind legacy diff requests

* fix: stabilize review eval evidence and harness repair guidance

* docs: update project documentation for v1.85.0.0

Co-Authored-By: OpenAI Codex <noreply@openai.com>

* test: fix Windows CI fixtures and credential scan

Rebase captured JSON values and filesystem evidence using the appropriate
path convention. Compile native fake CLIs on Windows and synchronize pipe
holder readiness, with cleanup retained when assertions fail.

Assemble synthetic credential fixtures at runtime so the added-line scan
keeps enforcing the same gate without flagging its own rejection controls.

Discover generated skills directly for the empty-find regression check,
avoiding a recursive scan through saved evaluation artifacts and dependencies.

* fix: preserve source renders on Windows

Compare canonical generator paths using native separators so an output
sidecar pointing at the source cannot overwrite its skill or metadata.
Keep the regression fixture isolated from the real checkout and expose
freshness diagnostics before asserting subprocess status.

Detach Windows drain-test pipe holders from the fake provider's automatic
child cleanup while preserving the enclosing runner job and its assertions.

* fix: clarify outside review fallback and CEO decisions

Render one applicable own-harness fallback path and retain native review,
disabled policy, and missing-coverage semantics. Align report field names
and mode labels, and make the existing per-cut scope approval explicit.

Regenerate skill outputs and keep the workflow judge's model, thresholds,
and retry policy unchanged.

* chore: move release to free version slot (v1.86.0.0)

PR #2852 now claims v1.85.0.0. Align the release metadata and
rename migration so upgrades from that version still receive it.

Co-Authored-By: OpenAI Codex <noreply@openai.com>

* fix: include engineering review prerequisites and restore branch context

* fix: recognize coverage diagrams and clarify design review instructions

* fix: preserve file identities and join Windows test processes

---------

Co-authored-by: OpenAI Codex <noreply@openai.com>
2026-09-14 14:32:45 -07:00

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## Review Sections (11 sections, after scope and mode are agreed)
**Anti-skip rule:** Never condense, abbreviate, or skip any review section (1-11) regardless of plan type (strategy, spec, code, infra). Every section in this skill exists for a reason. "This is a strategy doc so implementation sections don't apply" is always wrong — implementation details are where strategy breaks down. If a section genuinely has zero findings, say "No issues found" and move on — but you must evaluate it.
**Carry decisions across sections.** Track each finding by its failure mode and
individually approved remedy. Selecting a scope or approach alone does not approve
every finding within it; each unresolved finding still needs its first individual
decision, unless the user explicitly already approved those particular changes.
Before raising a finding, check the existing contract and the
user's earlier decisions. Present a complete remedy for that one issue, including
the validation and failure observability needed to prove it works. Do not split
those consequences of the same remedy into repeated approval questions. Keep
independent issues separate, even when they affect the same component or test.
When a later section encounters the same issue, verify and reference the approved
remedy. Do not reopen it merely to restate the fix or suggest an alternative with
no evidenced requirement. New evidence that leaves a failure mode unresolved
still needs its own decision; explain what the earlier remedy does not cover.
This does not approve an unraised finding or a new TODO: continue to present each
new finding and each potential TODO individually under the rules below.
**Preserve accepted requirements.** Compare the implementation with the stated
invariants and acceptance criteria. If they conflict, report an implementation
gap and propose a remedy that meets the requirement. In HOLD SCOPE, that work is
in scope even when the sketch omits the necessary mechanism. A sketch describes
what is proposed; it does not authorize weakening the required behavior.
Do not resolve the gap by rewriting the guarantee, calling the violation
acceptable, or changing a test to expect the prohibited result. Low frequency,
bounded impact, and documentation do not satisfy a stricter requirement.
Changing a requirement needs an explicit decision under the existing approval
rules; until approved, keep that proposal pending and the original gap unresolved.
Earlier explicitly approved requirement changes and explicit authority to change
that scope remain valid. Routine auto-decide permission alone cannot override an
explicit user constraint or non-goal. Preserve the distinction in findings, tasks,
and the completion report.
### Section 1: Architecture Review
Evaluate and diagram:
* Overall system design and component boundaries. Draw the dependency graph.
* Data flow — all four paths. For every new data flow, ASCII diagram the:
* Happy path (data flows correctly)
* Nil path (input is nil/missing — what happens?)
* Empty path (input is present but empty/zero-length — what happens?)
* Error path (upstream call fails — what happens?)
* State machines. ASCII diagram for every new stateful object. Include impossible/invalid transitions and what prevents them.
* Coupling concerns. Which components are now coupled that weren't before? Is that coupling justified? Draw the before/after dependency graph.
* Scaling characteristics. What breaks first under 10x load? Under 100x?
* Single points of failure. Map them.
* Security architecture. Auth boundaries, data access patterns, API surfaces. For each new endpoint or data mutation: who can call it, what do they get, what can they change?
* Production failure scenarios. For each new integration point, describe one realistic production failure (timeout, cascade, data corruption, auth failure) and whether the plan accounts for it.
* Rollback posture. If this ships and immediately breaks, what's the rollback procedure? Git revert? Feature flag? DB migration rollback? How long?
**EXPANSION and SELECTIVE EXPANSION additions:**
* What would make this architecture beautiful? Not just correct — elegant. Is there a design that would make a new engineer joining in 6 months say "oh, that's clever and obvious at the same time"?
* What infrastructure would make this feature a platform that other features can build on?
**SELECTIVE EXPANSION:** If any accepted cherry-picks from Step 0D affect the architecture, evaluate their architectural fit here. Flag any that create coupling concerns or don't integrate cleanly — this is a chance to revisit the decision with new information.
Required ASCII diagram: full system architecture showing new components and their relationships to existing ones.
**STOP.** AskUserQuestion once per issue. Do NOT batch. Recommend + WHY. If this section turned up zero findings, state "No issues, moving on" and proceed. If the section has findings, you MUST call AskUserQuestion as a tool_use — a finding with an "obvious fix" is still a finding and still needs user approval before any change lands in the plan. Do NOT proceed until the user responds.
**Reminder: Do NOT make any code changes. Review only.**
### Section 2: Error & Rescue Map
This is the section that catches silent failures. It is not optional.
For every new method, service, or codepath that can fail, fill in this table:
```
METHOD/CODEPATH | WHAT CAN GO WRONG | EXCEPTION CLASS
-------------------------|-----------------------------|-----------------
ExampleService#call | API timeout | TimeoutError
| API returns 429 | RateLimitError
| API returns malformed JSON | JSONParseError
| DB connection pool exhausted| ConnectionPoolExhausted
| Record not found | RecordNotFound
-------------------------|-----------------------------|-----------------
EXCEPTION CLASS | RESCUED? | RESCUE ACTION | USER SEES
-----------------------------|-----------|------------------------|------------------
TimeoutError | Y | Retry 2x, then raise | "Service temporarily unavailable"
RateLimitError | Y | Backoff + retry | Nothing (transparent)
JSONParseError | N ← GAP | — | 500 error ← BAD
ConnectionPoolExhausted | N ← GAP | — | 500 error ← BAD
RecordNotFound | Y | Return nil, log warning | "Not found" message
```
Rules for this section:
* Catch-all error handling (`rescue StandardError`, `catch (Exception e)`, `except Exception`) is ALWAYS a smell. Name the specific exceptions.
* Catching an error with only a generic log message is insufficient. Log the full context: what was being attempted, with what arguments, for what user/request.
* Every rescued error must either: retry with backoff, degrade gracefully with a user-visible message, or re-raise with added context. "Swallow and continue" is almost never acceptable.
* For each GAP (unrescued error that should be rescued): specify the rescue action and what the user should see.
* For LLM/AI service calls specifically: what happens when the response is malformed? When it's empty? When it hallucinates invalid JSON? When the model returns a refusal? Each of these is a distinct failure mode.
**STOP.** AskUserQuestion once per issue. Do NOT batch. Recommend + WHY. If this section turned up zero findings, state "No issues, moving on" and proceed. If the section has findings, you MUST call AskUserQuestion as a tool_use — a finding with an "obvious fix" is still a finding and still needs user approval before any change lands in the plan. Do NOT proceed until the user responds.
**Reminder: Do NOT make any code changes. Review only.**
### Section 3: Security & Threat Model
Security is not a sub-bullet of architecture. It gets its own section.
Evaluate:
* Attack surface expansion. What new attack vectors does this plan introduce? New endpoints, new params, new file paths, new background jobs?
* Input validation. For every new user input: is it validated, sanitized, and rejected loudly on failure? What happens with: nil, empty string, string when integer expected, string exceeding max length, unicode edge cases, HTML/script injection attempts?
* Authorization. For every new data access: is it scoped to the right user/role? Is there a direct object reference vulnerability? Can user A access user B's data by manipulating IDs?
* Secrets and credentials. New secrets? In env vars, not hardcoded? Rotatable?
* Dependency risk. New gems/npm packages? Security track record?
* Data classification. PII, payment data, credentials? Handling consistent with existing patterns?
* Injection vectors. SQL, command, template, LLM prompt injection — check all.
* Audit logging. For sensitive operations: is there an audit trail?
For each finding: threat, likelihood (High/Med/Low), impact (High/Med/Low), and whether the plan mitigates it.
**STOP.** AskUserQuestion once per issue. Do NOT batch. Recommend + WHY. If this section turned up zero findings, state "No issues, moving on" and proceed. If the section has findings, you MUST call AskUserQuestion as a tool_use — a finding with an "obvious fix" is still a finding and still needs user approval before any change lands in the plan. Do NOT proceed until the user responds.
**Reminder: Do NOT make any code changes. Review only.**
### Section 4: Data Flow & Interaction Edge Cases
This section traces data through the system and interactions through the UI with adversarial thoroughness.
**Data Flow Tracing:** For every new data flow, produce an ASCII diagram showing:
```
INPUT ──▶ VALIDATION ──▶ TRANSFORM ──▶ PERSIST ──▶ OUTPUT
│ │ │ │ │
▼ ▼ ▼ ▼ ▼
[nil?] [invalid?] [exception?] [conflict?] [stale?]
[empty?] [too long?] [timeout?] [dup key?] [partial?]
[wrong [wrong type?] [OOM?] [locked?] [encoding?]
type?]
```
For each node: what happens on each shadow path? Is it tested?
**Async ordering:** For flows sharing mutable state, include a combined ASCII
schedule with one column per operation and one for shared state. For each pair
of overlapping awaits that can affect an invariant, show both completion orders;
exclude an order only by naming the mechanism that prevents it. At each `await`,
callback or job handoff: pause, let a competing operation complete, resume, then
start a fresh consumer. Show the observed result and compare it with the exact
caller/time boundary of the stated invariant. The invariant is a requirement,
not proof that the implementation meets it. If safe, name the mechanism that
prevents the violating schedule. Separate flow diagrams do not prove ordering.
One favorable schedule is insufficient. Single-thread execution and atomic calls
do not prevent interleaving across awaits. An accepted exception needs its exact
contract clause; bounded damage is insufficient. Test the relevant completion
orders with controlled pause/release points. Compare relevant pairs; exhaustive
permutations are unnecessary.
**Interaction Edge Cases:** For every new user-visible interaction, evaluate:
```
INTERACTION | EDGE CASE | HANDLED? | HOW?
---------------------|------------------------|----------|--------
Form submission | Double-click submit | ? |
| Submit with stale CSRF | ? |
| Submit during deploy | ? |
Async operation | User navigates away | ? |
| Operation times out | ? |
| Retry while in-flight | ? |
List/table view | Zero results | ? |
| 10,000 results | ? |
| Results change mid-page| ? |
Background job | Job fails after 3 of | ? |
| 10 items processed | |
| Job runs twice (dup) | ? |
| Queue backs up 2 hours | ? |
```
Flag any unhandled edge case as a gap. For each gap, specify the fix.
**STOP.** AskUserQuestion once per issue. Do NOT batch. Recommend + WHY. If this section turned up zero findings, state "No issues, moving on" and proceed. If the section has findings, you MUST call AskUserQuestion as a tool_use — a finding with an "obvious fix" is still a finding and still needs user approval before any change lands in the plan. Do NOT proceed until the user responds.
**Reminder: Do NOT make any code changes. Review only.**
### Section 5: Code Quality Review
Evaluate:
* Code organization and module structure. Does new code fit existing patterns? If it deviates, is there a reason?
* DRY violations. Be aggressive. If the same logic exists elsewhere, flag it and reference the file and line.
* Naming quality. Are new classes, methods, and variables named for what they do, not how they do it?
* Error handling patterns. (Cross-reference with Section 2 — this section reviews the patterns; Section 2 maps the specifics.)
* Missing edge cases. List explicitly: "What happens when X is nil?" "When the API returns 429?" etc.
* Over-engineering check. Any new abstraction solving a problem that doesn't exist yet?
* Under-engineering check. Anything fragile, assuming happy path only, or missing obvious defensive checks?
* Cyclomatic complexity. Flag any new method that branches more than 5 times. Propose a refactor.
**STOP.** AskUserQuestion once per issue. Do NOT batch. Recommend + WHY. If this section turned up zero findings, state "No issues, moving on" and proceed. If the section has findings, you MUST call AskUserQuestion as a tool_use — a finding with an "obvious fix" is still a finding and still needs user approval before any change lands in the plan. Do NOT proceed until the user responds.
**Reminder: Do NOT make any code changes. Review only.**
### Section 6: Test Review
Make a complete diagram of every new thing this plan introduces:
```
NEW UX FLOWS:
[list each new user-visible interaction]
NEW DATA FLOWS:
[list each new path data takes through the system]
NEW CODEPATHS:
[list each new branch, condition, or execution path]
NEW BACKGROUND JOBS / ASYNC WORK:
[list each]
NEW INTEGRATIONS / EXTERNAL CALLS:
[list each]
NEW ERROR/RESCUE PATHS:
[list each — cross-reference Section 2]
```
For each item in the diagram:
* What type of test covers it? (Unit / Integration / System / E2E)
* Does a test for it exist in the plan? If not, write the test spec header.
* What is the happy path test?
* What is the failure path test? (Be specific — which failure?)
* What is the edge case test? (nil, empty, boundary values, concurrent access)
For each behavior, name its observable assertion and a wrong result it rejects.
First map it to the user's exact requirement or individually approved remedy.
A stated outcome plus its retained caller contract can already determine the
assertion, even without assertion syntax. Translate semantic counts, conditions
and quantifiers exactly; selecting an existing probe or spelling out that check
is implementation work, not another approval. Never weaken an exact count to a
lower bound. Reuse these requirements without asking again.
Ask individually only for an unresolved behavioral choice, new outcome, or
independent uncovered failure mode. Vague success labels do not settle values;
scope/approach approval does not resolve an individual assertion gap. Helper
coverage alone does not prove the caller's path. Explain what the existing
requirement or approved remedy fails to cover before calling a check missing.
Never silently add, defer or waive a missing behavioral assertion. Keep required
behaviors mandatory unless the user explicitly approves changing them; honor
previously accepted risks and equivalent caller coverage.
Test ambition check (all modes): For each new feature, answer:
* What's the test that would make you confident shipping at 2am on a Friday?
* What's the test a hostile QA engineer would write to break this?
* What's the chaos test?
Test pyramid check: Many unit, fewer integration, few E2E? Or inverted?
Flakiness risk: Flag any test depending on time, randomness, external services, or ordering.
Load/stress test requirements: For any new codepath called frequently or processing significant data.
For LLM/prompt changes: Check CLAUDE.md for the "Prompt/LLM changes" file patterns. If this plan touches ANY of those patterns, state which eval suites must be run, which cases should be added, and what baselines to compare against.
**STOP.** AskUserQuestion once per issue. Do NOT batch. Recommend + WHY. If this section turned up zero findings, state "No issues, moving on" and proceed. If the section has findings, you MUST call AskUserQuestion as a tool_use — a finding with an "obvious fix" is still a finding and still needs user approval before any change lands in the plan. Do NOT proceed until the user responds.
**Reminder: Do NOT make any code changes. Review only.**
### Section 7: Performance Review
Evaluate:
* N+1 queries. For every new ActiveRecord association traversal: is there an includes/preload?
* Memory usage. For every new data structure: what's the maximum size in production?
* Database indexes. For every new query: is there an index?
* Caching opportunities. For every expensive computation or external call: should it be cached?
* Background job sizing. For every new job: worst-case payload, runtime, retry behavior?
* Slow paths. Top 3 slowest new codepaths and estimated p99 latency.
* Connection pool pressure. New DB connections, Redis connections, HTTP connections?
**STOP.** AskUserQuestion once per issue. Do NOT batch. Recommend + WHY. If this section turned up zero findings, state "No issues, moving on" and proceed. If the section has findings, you MUST call AskUserQuestion as a tool_use — a finding with an "obvious fix" is still a finding and still needs user approval before any change lands in the plan. Do NOT proceed until the user responds.
**Reminder: Do NOT make any code changes. Review only.**
### Section 8: Observability & Debuggability Review
New systems break. This section ensures you can see why.
Evaluate:
* Logging. For every new codepath: structured log lines at entry, exit, and each significant branch?
* Metrics. For every new feature: what metric tells you it's working? What tells you it's broken?
* Tracing. For new cross-service or cross-job flows: trace IDs propagated?
* Alerting. What new alerts should exist?
* Dashboards. What new dashboard panels do you want on day 1?
* Debuggability. If a bug is reported 3 weeks post-ship, can you reconstruct what happened from logs alone?
* Admin tooling. New operational tasks that need admin UI or rake tasks?
* Runbooks. For each new failure mode: what's the operational response?
**EXPANSION and SELECTIVE EXPANSION addition:**
* What observability would make this feature a joy to operate? (For SELECTIVE EXPANSION, include observability for any accepted cherry-picks.)
**STOP.** AskUserQuestion once per issue. Do NOT batch. Recommend + WHY. If this section turned up zero findings, state "No issues, moving on" and proceed. If the section has findings, you MUST call AskUserQuestion as a tool_use — a finding with an "obvious fix" is still a finding and still needs user approval before any change lands in the plan. Do NOT proceed until the user responds.
**Reminder: Do NOT make any code changes. Review only.**
### Section 9: Deployment & Rollout Review
Evaluate:
* Migration safety. For every new DB migration: backward-compatible? Zero-downtime? Table locks?
* Feature flags. Should any part be behind a feature flag?
* Rollout order. Correct sequence: migrate first, deploy second?
* Rollback plan. Explicit step-by-step.
* Deploy-time risk window. Old code and new code running simultaneously — what breaks?
* Environment parity. Tested in staging?
* Post-deploy verification checklist. First 5 minutes? First hour?
* Smoke tests. What automated checks should run immediately post-deploy?
**EXPANSION and SELECTIVE EXPANSION addition:**
* What deploy infrastructure would make shipping this feature routine? (For SELECTIVE EXPANSION, assess whether accepted cherry-picks change the deployment risk profile.)
**STOP.** AskUserQuestion once per issue. Do NOT batch. Recommend + WHY. If this section turned up zero findings, state "No issues, moving on" and proceed. If the section has findings, you MUST call AskUserQuestion as a tool_use — a finding with an "obvious fix" is still a finding and still needs user approval before any change lands in the plan. Do NOT proceed until the user responds.
**Reminder: Do NOT make any code changes. Review only.**
### Section 10: Long-Term Trajectory Review
Evaluate:
* Technical debt introduced. Code debt, operational debt, testing debt, documentation debt.
* Path dependency. Does this make future changes harder?
* Knowledge concentration. Documentation sufficient for a new engineer?
* Reversibility. Rate 1-5: 1 = one-way door, 5 = easily reversible.
* Ecosystem fit. Aligns with Rails/JS ecosystem direction?
* The 1-year question. Read this plan as a new engineer in 12 months — obvious?
**EXPANSION and SELECTIVE EXPANSION additions:**
* What comes after this ships? Phase 2? Phase 3? Does the architecture support that trajectory?
* Platform potential. Does this create capabilities other features can leverage?
* (SELECTIVE EXPANSION only) Retrospective: Were the right cherry-picks accepted? Did any rejected expansions turn out to be load-bearing for the accepted ones?
**STOP.** AskUserQuestion once per issue. Do NOT batch. Recommend + WHY. If this section turned up zero findings, state "No issues, moving on" and proceed. If the section has findings, you MUST call AskUserQuestion as a tool_use — a finding with an "obvious fix" is still a finding and still needs user approval before any change lands in the plan. Do NOT proceed until the user responds.
**Reminder: Do NOT make any code changes. Review only.**
### Section 11: Design & UX Review (skip if no UI scope detected)
The CEO calling in the designer. Not a pixel-level audit — that's /plan-design-review and /design-review. This is ensuring the plan has design intentionality.
Evaluate:
* Information architecture — what does the user see first, second, third?
* Interaction state coverage map:
FEATURE | LOADING | EMPTY | ERROR | SUCCESS | PARTIAL
* User journey coherence — storyboard the emotional arc
* AI slop risk — does the plan describe generic UI patterns?
* DESIGN.md alignment — does the plan match the stated design system?
* Responsive intention — is mobile mentioned or afterthought?
* Accessibility basics — keyboard nav, screen readers, contrast, touch targets
**EXPANSION and SELECTIVE EXPANSION additions:**
* What would make this UI feel *inevitable*?
* What 30-minute UI touches would make users think "oh nice, they thought of that"?
Required ASCII diagram: user flow showing screens/states and transitions.
If this plan has significant UI scope, recommend: "Consider running /plan-design-review for a deep design review of this plan before implementation."
**STOP.** AskUserQuestion once per issue. Do NOT batch. Recommend + WHY. If this section turned up zero findings, state "No issues, moving on" and proceed. If the section has findings, you MUST call AskUserQuestion as a tool_use — a finding with an "obvious fix" is still a finding and still needs user approval before any change lands in the plan. Do NOT proceed until the user responds.
**Reminder: Do NOT make any code changes. Review only.**
{{CODEX_PLAN_REVIEW}}
### Outside Voice Integration Rule
Outside voice findings are INFORMATIONAL until the user explicitly approves each one.
Do NOT incorporate outside voice recommendations into the plan without presenting each
finding via AskUserQuestion and getting explicit approval. This applies even when you
agree with the outside voice. Cross-model consensus is a strong signal — present it as
such — but the user makes the decision.
## Post-Implementation Design Audit (if UI scope detected)
After implementation, run `/design-review` on the live site to catch visual issues that can only be evaluated with rendered output.
## CRITICAL RULE — How to ask questions
Follow the AskUserQuestion format from the Preamble above. Additional rules for plan reviews:
* **One issue = one AskUserQuestion call.** Never combine multiple issues into one question.
* Describe the problem concretely, with file and line references.
* Present 2-3 options, including "do nothing" where reasonable.
* For each option: effort, risk, and maintenance burden in one line.
* Before calling AskUserQuestion, draft the recommended option as a complete remedy
for this one issue. Its offered description must state the rescue behavior,
verification, and failure visibility needed for that fix. Include those details
in the option itself. Omit irrelevant work, and keep independent findings and
new TODOs in their own questions.
* **Map the reasoning to my engineering preferences above.** One sentence connecting your recommendation to a specific preference.
* Label with issue NUMBER + option LETTER (e.g., "3A", "3B").
* **Zero findings:** if a section has zero findings, state "No issues, moving on" and proceed. Otherwise, use AskUserQuestion for each finding — a finding with an "obvious fix" is still a finding and still needs user approval before any change lands in the plan.
## Required Outputs
Write the prose sections, registries, diagrams, and Markdown Implementation Tasks
below into the active plan file, reflecting only approved changes. Also show the
Completion Summary in the conversation. The task JSONL artifact and approved
TODOS.md updates use their explicit destinations below.
### "NOT in scope" section
List work considered and explicitly deferred, with one-line rationale each.
### "What already exists" section
List existing code/flows that partially solve sub-problems and whether the plan reuses them.
### "Dream state delta" section
Where this plan leaves us relative to the 12-month ideal.
### Error & Rescue Registry (from Section 2)
Complete table of every method that can fail, every exception class, rescued status, rescue action, user impact.
### Failure Modes Registry
```
CODEPATH | FAILURE MODE | RESCUED? | TEST? | USER SEES? | LOGGED?
---------|----------------|----------|-------|----------------|--------
```
Any row with RESCUED=N, TEST=N, USER SEES=Silent → **CRITICAL GAP**.
### TODOS.md updates
**Keep the selected mode.** In HOLD SCOPE, a potential TODO must address an
evidenced gap in the accepted scope or its required correctness and operability.
Hypothetical future capacity, optional features, and alternatives to an adequate
approved remedy are expansions even when labeled TODOs; do not surface them in
HOLD SCOPE. Still audit observability and performance against the requirements,
and approve each real deferred gap individually. Expansion modes retain their
expansion scan and opt-in ceremony.
Present each potential TODO as its own individual AskUserQuestion. Never batch TODOs — one per question. Never silently skip this step. Follow the format in `~/.claude/skills/gstack/review/TODOS-format.md`.
For each TODO, describe:
* **What:** One-line description of the work.
* **Why:** The concrete problem it solves or value it unlocks.
* **Pros:** What you gain by doing this work.
* **Cons:** Cost, complexity, or risks of doing it.
* **Context:** Enough detail that someone picking this up in 3 months understands the motivation, the current state, and where to start.
* **Effort estimate:** S/M/L/XL (human team) → with CC+gstack: S→S, M→S, L→M, XL→L
* **Priority:** P1/P2/P3
* **Depends on / blocked by:** Any prerequisites or ordering constraints.
Then present options: **A)** Add to TODOS.md **B)** Skip — not valuable enough **C)** Build it now in this PR instead of deferring.
### Scope Expansion Decisions (EXPANSION and SELECTIVE EXPANSION only)
For EXPANSION and SELECTIVE EXPANSION modes: expansion opportunities and delight items were surfaced and decided in Step 0D (opt-in/cherry-pick ceremony). The decisions are persisted in the CEO plan document. Reference the CEO plan for the full record. Do not re-surface them here — list the accepted expansions for completeness:
* Accepted: {list items added to scope}
* Deferred: {list items sent to TODOS.md}
* Skipped: {list items rejected}
### Diagrams (mandatory, produce all that apply)
1. System architecture
2. Data flow (including shadow paths)
3. State machine
4. Error flow
5. Deployment sequence
6. Rollback flowchart
### Stale Diagram Audit
List every ASCII diagram in files this plan touches. Still accurate?
{{TASKS_SECTION_EMIT:ceo-review}}
### Completion Summary
Use the full mode name from Step 0F; replace spaces with underscores only in the
review log's `MODE` field. "System Audit" summarizes repository findings from
Step 0 and the review sections. "Lake Score" counts complete options chosen
out of decisions that compared a complete option with a shortcut; use `N/A`
when there were no such decisions.
```
+====================================================================+
| MEGA PLAN REVIEW — COMPLETION SUMMARY |
+====================================================================+
| Mode selected | [full mode name from Step 0F] |
| System Audit | [key findings] |
| Step 0 | [mode + key decisions] |
| Section 1 (Arch) | ___ issues found |
| Section 2 (Errors) | ___ error paths mapped, ___ GAPS |
| Section 3 (Security)| ___ issues found, ___ High severity |
| Section 4 (Data/UX) | ___ edge cases mapped, ___ unhandled |
| Section 5 (Quality) | ___ issues found |
| Section 6 (Tests) | Diagram produced, ___ gaps |
| Section 7 (Perf) | ___ issues found |
| Section 8 (Observ) | ___ gaps found |
| Section 9 (Deploy) | ___ risks flagged |
| Section 10 (Future) | Reversibility: _/5, debt items: ___ |
| Section 11 (Design) | ___ issues / SKIPPED (no UI scope) |
+--------------------------------------------------------------------+
| NOT in scope | written (___ items) |
| What already exists | written |
| Dream state delta | written |
| Error/rescue registry| ___ methods, ___ CRITICAL GAPS |
| Failure modes | ___ total, ___ CRITICAL GAPS |
| TODOS.md updates | ___ items proposed |
| Scope proposals | ___ proposed, ___ accepted (EXP + SEL) |
| CEO plan | written / skipped (HOLD/REDUCTION) |
| Outside voice | provider + completed/unavailable/disabled/skipped |
| Lake Score | X/Y recommendations chose complete option |
| Diagrams produced | ___ (list types) |
| Stale diagrams found | ___ |
| Unresolved decisions | ___ (listed below) |
+====================================================================+
```
### Unresolved Decisions
If any AskUserQuestion goes unanswered, note it here. Never silently default.
## Handoff Note Cleanup
After producing the Completion Summary, clean up any handoff notes for this branch —
the review is complete and the context is no longer needed.
```bash
setopt +o nomatch 2>/dev/null || true # zsh compat
{{SLUG_EVAL}}
rm -f ~/.gstack/projects/$SLUG/*-$BRANCH-ceo-handoff-*.md 2>/dev/null || true
```
## Review Log
After producing the Completion Summary above, persist the review result.
**PLAN MODE EXCEPTION — ALWAYS RUN:** This command writes review metadata to
`~/.gstack/` (user config directory, not project files). The skill preamble
already writes to `~/.gstack/sessions/` and `~/.gstack/analytics/` — this is
the same pattern. The review dashboard depends on this data. Skipping this
command breaks the review readiness dashboard in /ship.
```bash
~/.claude/skills/gstack/bin/gstack-review-log '{"skill":"plan-ceo-review","timestamp":"TIMESTAMP","status":"STATUS","unresolved":N,"critical_gaps":N,"mode":"MODE","scope_proposed":N,"scope_accepted":N,"scope_deferred":N,"commit":"COMMIT"}'
~/.claude/skills/gstack/bin/gstack-decision-log '{"decision":"CEO review (MODE): SCOPE_SUMMARY","rationale":"VERDICT","scope":"branch","source":"skill","confidence":8}' 2>/dev/null || true
```
The second command records the accepted scope as a durable cross-session decision so the next session sees what was settled (and why) without re-litigating it. It writes to `~/.gstack/` (same pattern as review-log), is non-interactive, and is best-effort (`|| true` — never blocks the review). Substitute `SCOPE_SUMMARY` (e.g. "accepted 4 of 6 proposals" for expansion, or "held scope" / "cut 3 items" for HOLD/REDUCTION) and `VERDICT` (the one-line verdict from the summary).
Before running this command, substitute the placeholder values from the Completion Summary you just produced:
- **TIMESTAMP**: current ISO 8601 datetime (e.g., 2026-03-16T14:30:00)
- **STATUS**: "clean" if 0 unresolved decisions AND 0 critical gaps; otherwise "issues_open"
- **unresolved**: number from "Unresolved decisions" in the summary
- **critical_gaps**: number from "Failure modes: ___ CRITICAL GAPS" in the summary
- **MODE**: the mode the user selected (SCOPE_EXPANSION / SELECTIVE_EXPANSION / HOLD_SCOPE / SCOPE_REDUCTION)
- **scope_proposed**: number from "Scope proposals: ___ proposed" in the summary (0 for HOLD/REDUCTION)
- **scope_accepted**: number from "Scope proposals: ___ accepted" in the summary (0 for HOLD/REDUCTION)
- **scope_deferred**: number of items deferred to TODOS.md from scope decisions (0 for HOLD/REDUCTION)
- **COMMIT**: output of `git rev-parse --short HEAD`
{{REVIEW_DASHBOARD}}
{{PLAN_FILE_REVIEW_REPORT}}
## Next Steps — Review Chaining
After displaying the Review Readiness Dashboard, recommend the next review(s) based on what this CEO review discovered. Read the dashboard output to see which reviews have already been run and whether they are stale.
**Recommend /plan-eng-review if eng review is not skipped globally** — check the dashboard output for `skip_eng_review`. If it is `true`, eng review is opted out — do not recommend it. Otherwise, eng review is the required shipping gate. If this CEO review expanded scope, changed architectural direction, or accepted scope expansions, emphasize that a fresh eng review is needed. If an eng review already exists in the dashboard but the commit hash shows it predates this CEO review, note that it may be stale and should be re-run.
**Recommend /plan-design-review if UI scope was detected** — specifically if Section 11 (Design & UX Review) was NOT skipped, or if accepted scope expansions included UI-facing features. If an existing design review is stale (commit hash drift), note that. In SCOPE REDUCTION mode, skip this recommendation — design review is unlikely relevant for scope cuts.
**If both are needed, recommend eng review first** (required gate), then design review.
Use AskUserQuestion to present the next step. Include only applicable options:
- **A)** Run /plan-eng-review next (required gate)
- **B)** Run /plan-design-review next (only if UI scope detected)
- **C)** Skip — I'll handle reviews manually
## docs/designs Promotion (EXPANSION and SELECTIVE EXPANSION only)
At the end of the review, if the vision produced a compelling feature direction, offer to promote the CEO plan to the project repo. AskUserQuestion:
"The vision from this review produced {N} accepted scope expansions. Want to promote it to a design doc in the repo?"
- **A)** Promote to `docs/designs/{FEATURE}.md` (committed to repo, visible to the team)
- **B)** Keep in `~/.gstack/projects/` only (local, personal reference)
- **C)** Skip
If promoted, copy the CEO plan content to `docs/designs/{FEATURE}.md` (create the directory if needed) and update the `status` field in the original CEO plan from `ACTIVE` to `PROMOTED`.
## Formatting Rules
* NUMBER issues (1, 2, 3...) and LETTERS for options (A, B, C...).
* Label with NUMBER + LETTER (e.g., "3A", "3B").
* One sentence max per option.
* After each section, pause and wait for feedback.
* Use **CRITICAL GAP** / **WARNING** / **OK** for scannability.
{{LEARNINGS_LOG}}
{{GBRAIN_SAVE_RESULTS}}
{{BRAIN_WRITE_BACK}}
{{BRAIN_CACHE_REFRESH}}
## Mode Quick Reference
The selected mode changes scope posture, not review coverage. Review every section
for the accepted scope; Section 11 is skipped only when that scope has no UI.
| Step | SCOPE EXPANSION | SELECTIVE EXPANSION | HOLD SCOPE | SCOPE REDUCTION |
|------|-----------------|---------------------|------------|-----------------|
| Scope proposals | Offer additions individually | Offer cherry-picks individually | No expansions | Offer cuts individually |
| 10x check | Required; additions need approval | Required; additions need approval | Skip | Skip |
| Platonic ideal | Required | Skip | Skip | Skip |
| Delight opportunities | At least 5, each opt-in | At least 5, each opt-in | Skip | Skip |
| Complexity | Review accepted ambition | Review baseline and accepted additions | Simplest correct accepted scope | Minimum valuable scope |
| Temporal interrogation (0E) | Run | Run | Run | Skip |
| Error and rescue map | Full accepted scope | Full accepted scope | Full accepted scope | Full remaining scope |
| Observability and deployment | Review all accepted requirements | Review all accepted requirements | Review all accepted requirements | Review all remaining requirements |
| Separate CEO archive (0D-POST) | Write | Write | Skip | Skip |
| Future direction (Section 10) | Review accepted trajectory | Review accepted cherry-picks | Review maintainability; no expansions | Review maintainability of remaining scope |
| Design (Section 11) | Review if UI scope | Review if UI scope | Review if UI scope | Review if UI scope |
All modes persist approved findings and the required outputs in the active plan.
The separate CEO archive is additional persistence for expansion modes.