PHASE_PLAN.md•6.3 kB
# ⚙️ Phase Plan — Reminders Overhaul
**Author:** GLM
**Version:** v1.0
**Last Updated:** 2025-10-26 01:05:00 UTC
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## Phase Overview
| Phase | Goal | Key Deliverables | Confidence (0-1) |
|-------|------|------------------|------------------|
| Phase 0 | Project Setup & Planning | Documentation scaffolding, requirement analysis | 0.95 |
| Phase 1 | Configurable Reminders + Hot Reload | Externalized config, hot-reload, per-agent overrides | 0.85 |
| Phase 2 | Advanced Features & Polish | Telemetry, CLI UX, policy & signing (stretch) | 0.70 |
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## Phase 0 — Project Setup & Planning ✅ <!-- ID: phase_0 -->
**Objective:** Establish project foundation, documentation, and technical requirements.
**Key Tasks:**
- [x] Create Reminders Overhaul project in Scribe
- [x] Generate documentation templates (ARCH, PHASE, CHECKLIST, PROGRESS)
- [x] Verify multi-log configuration exists and is functional
- [x] Author comprehensive Architecture Guide with real technical content
- [x] Define Phase Plan with concrete acceptance criteria
- [x] Create detailed Checklist with atomic implementation items
- [x] Create Audit Report with security findings and methodology
**Deliverables:**
- [x] Project documentation suite with real content
- [x] Technical requirements and architecture overview
- [x] Multi-phase implementation plan
- [x] Security audit framework with findings
- [x] Implementation checklist with traceability
**Acceptance Criteria:**
- [x] Project exists and is properly configured
- [x] All documentation templates are generated with real content
- [x] Architecture Guide covers problem, requirements, design, and implementation
- [x] Phase Plan has concrete tasks and acceptance criteria
- [x] Security audit framework is established
- [x] Checklist items are atomic and traceable to requirements
**Dependencies:** None - foundation phase
**Notes:** Foundation complete. Architecture and planning established. Ready to move to implementation.
---
## Phase 1 — Configurable Reminders + Hot Reload (In Progress)
**Objective:** Externalize reminder configuration, implement hot-reload, and enable per-agent customization.
**Key Tasks:**
- [ ] Create reminder_config.json with comprehensive schema
- [ ] Implement configuration loader with validation
- [ ] Add hot-reload file watcher mechanism
- [ ] Implement per-agent and per-project configuration overrides
- [ ] Add new reminder categories (rotation, test health, phase drift)
- [ ] Implement CLI tools for preview, show-config, update
- [ ] Ensure all file operations respect sandbox boundaries
- [ ] Create comprehensive test suite (unit, integration, security)
**Deliverables:**
- [ ] Externalized reminder configuration system
- [ ] Hot-reload capability with atomic config updates
- [ ] Per-agent and per-project override mechanisms
- [ ] Enhanced reminder engine with new categories
- [ ] CLI interface for configuration management
- [ ] Sandbox-safe file operations with validation
- [ ] Complete test coverage with security negative tests
**Acceptance Criteria:**
- [ ] Users can edit reminder_config.json to change behavior without code changes
- [ ] Configuration changes apply immediately via hot-reload (< 1 second)
- [ ] Per-agent and per-project configurations merge correctly with precedence rules
- [ ] New reminder categories work and are configurable
- [ ] CLI commands provide intuitive configuration management
- [ ] All file I/O operations validate sandbox boundaries and reject unsafe paths
- [ ] All tests pass, including security negative tests
- [ ] Existing reminder behaviors remain unchanged with default configuration
**Dependencies:** Phase 0 complete
**Demo Steps:**
1. Show default reminder behavior
2. Edit reminder_config.json to change tone/thresholds
3. Verify changes apply immediately via hot-reload
4. Demonstrate per-agent override
5. Show CLI preview and update commands
6. Run security tests to verify sandbox enforcement
---
## Phase 2 — Advanced Features & Polish (Stretch)
**Objective:** Add telemetry, advanced CLI UX, policy enforcement, and plugin signing capabilities.
**Key Tasks:**
- [ ] Implement telemetry collection for reminder effectiveness
- [ ] Add advanced CLI UX with interactive configuration
- [ ] Implement policy enforcement for configuration changes
- [ ] Add plugin signing verification for security
- [ ] Performance optimization and load testing
- [ ] Documentation and user guides completion
- [ ] Integration testing with production scenarios
**Deliverables:**
- [ ] Telemetry dashboard and metrics collection
- [ ] Interactive CLI with configuration wizards
- [ ] Policy enforcement engine with approval workflows
- [ ] Plugin signing and verification system
- [ ] Performance benchmarks and optimizations
- [ ] Complete user documentation and tutorials
**Acceptance Criteria:**
- [ ] Telemetry provides actionable insights about reminder effectiveness
- [ ] CLI UX enables easy configuration for non-technical users
- [ ] Policy enforcement prevents unauthorized configuration changes
- [ ] Plugin system verifies signatures and prevents tampering
- [ ] System performs well under load (1000+ reminder evaluations/sec)
- [ ] Documentation enables self-service configuration and troubleshooting
**Dependencies:** Phase 1 complete
**Demo Steps:**
1. Show telemetry dashboard with reminder effectiveness metrics
2. Demonstrate interactive CLI configuration wizard
3. Show policy enforcement in action
4. Demonstrate plugin signing verification
5. Run performance benchmarks
---
## Milestone Tracking
| Milestone | Target Date | Owner | Status | Evidence/Link |
|-----------|-------------|-------|--------|---------------|
| Phase 0 Complete | 2025-10-26 | GLM | ✅ Complete | [PROGRESS_LOG.md](PROGRESS_LOG.md#2025-10-26) |
| Phase 1 Implementation | 2025-10-30 | GLM | 🔄 In Progress | [Phase 1 Tasks](#phase-1--configurable-reminders--hot-reload-in-progress) |
| Phase 1 Demo Ready | 2025-10-30 | GLM | ⏳ Pending | N/A |
| Phase 2 Stretch | 2025-11-15 | GLM | ⏳ Pending | N/A |
Update status and evidence as work progresses. Always link to PROGRESS_LOG entries or commits.
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## Retro Notes & Adjustments
- Summarise lessons learned after each phase completes.
- Document any scope changes or re-planning here.