nexus/.planning/phases/01-foundation/01-02-PLAN.md
Mikkel Georgsen 6c4272ce85 [nexus] chore: migrate .planning/ from agent repo to nexus repo
Planning artifacts (milestones v1.0-v1.2.1, v1.3 queue, PROJECT.md,
STATE.md, config) now live alongside the code they describe.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-04 03:55:42 +00:00

16 KiB

phase plan type wave depends_on files_modified autonomous requirements must_haves
01-foundation 02 execute 1
.planning/ZONE-TAXONOMY.md
.git/hooks/commit-msg
.planning/REBASE-RUNBOOK.md
true
FOUND-02
FOUND-03
FOUND-04
truths artifacts key_links
A zone taxonomy document exists classifying every rename target as DISPLAY, CODE, or STORED
Commits without [nexus] prefix are rejected by the commit-msg hook
Merge commits bypass the hook without error
git rerere is enabled for the repository
A rebase runbook documents the git range-diff verification workflow
path provides contains
.planning/ZONE-TAXONOMY.md Classification of every rename target by zone DISPLAY
path provides min_lines
.git/hooks/commit-msg Commit message prefix enforcement 8
path provides contains
.planning/REBASE-RUNBOOK.md Step-by-step rebase workflow with range-diff verification range-diff
from to via pattern
.git/hooks/commit-msg git commit workflow git hook execution [nexus]
from to via pattern
.git/config rerere cache rerere.enabled = true rerere
Create the zone taxonomy document, install the commit-msg git hook enforcing [nexus] prefix, enable git rerere, and write the rebase runbook. These three artifacts establish commit discipline and rebase safety before any upstream files are modified.

Purpose: Prevent accidental code/stored-value renames in future phases, ensure all fork commits are identifiable during rebase, and automate conflict re-resolution. Output: ZONE-TAXONOMY.md, commit-msg hook, REBASE-RUNBOOK.md, git rerere enabled.

<execution_context> @$HOME/.claude/get-shit-done/workflows/execute-plan.md @$HOME/.claude/get-shit-done/templates/summary.md </execution_context>

@.planning/PROJECT.md @.planning/ROADMAP.md @.planning/STATE.md @.planning/phases/01-foundation/01-RESEARCH.md Task 1: Create zone taxonomy document and rebase runbook .planning/ZONE-TAXONOMY.md, .planning/REBASE-RUNBOOK.md /Volumes/UsbNvme/agent/.planning/phases/01-foundation/01-RESEARCH.md 1. Create `.planning/ZONE-TAXONOMY.md` with the following structure and content. This document classifies every rename target at the occurrence level (not just term level) into three zones:
   **Header:**
   ```markdown
   # Nexus Zone Taxonomy

   Classifies every Paperclip-to-Nexus rename target by zone.
   Zones determine which occurrences are safe to change and which must stay unchanged for upstream sync.

   **Zones:**
   - **DISPLAY** — User-facing strings safe to rename (UI text, banners, tooltips, help text, button labels)
   - **CODE** — TypeScript identifiers, import paths, route segments, env vars — do NOT touch
   - **STORED** — DB column/table names, stored enum values — do NOT touch
   ```

   **DISPLAY zone table (safe to change):**

   | Target | Location | Current Value | Nexus Value | Phase |
   |--------|----------|---------------|-------------|-------|
   | Company display string in JSX | ~16 UI files in `ui/src/` | "Company" | "Workspace" | 3 |
   | Companies plural in JSX | UI files | "Companies" | "Workspaces" | 3 |
   | CEO display string in JSX | `ui/src/components/agent-config-primitives.tsx`, `AgentProperties.tsx`, etc. | "CEO" | "Project Manager" | 3 |
   | Board display string in JSX | Various UI files | "Board" | "Owner" | 3 |
   | Hire button text | UI dialogs | "Hire" | "Add" | 3 |
   | Fire button text | UI dialogs | "Fire" | "Remove" | 3 |
   | `AGENT_ROLE_LABELS.ceo` value | `packages/shared/src/constants.ts` | `"CEO"` | `"Project Manager"` | 2 |
   | PAPERCLIP ASCII banner | `server/src/startup-banner.ts` | "PAPERCLIP" | "NEXUS" | 2 |
   | PAPERCLIP ASCII banner (CLI) | `cli/src/utils/banner.ts` | "PAPERCLIP" | "NEXUS" | 2 |
   | App title in browser tab | `ui/index.html` or layout | "Paperclip" | "Nexus" | 3 |
   | Top-left logo text | UI layout component | "Paperclip" | "Nexus" | 3 |
   | CLI help text brand name | `cli/src/` command descriptions | "Paperclip" | "Nexus" | 3 |
   | paperclip.ing URL references | `ui/src/pages/CompanyExport.tsx` | "paperclip.ing" | Nexus URL | 3 |
   | Favicon and logo assets | `ui/public/` or assets dir | Paperclip branding | Nexus branding | 3 |

   **CODE zone table (do NOT touch):**

   | Target | Location | Rationale |
   |--------|----------|-----------|
   | `companyService`, `companyId`, `selectedCompanyId` | Throughout server/ui/cli | TypeScript identifiers — hundreds of import references |
   | `companies` table name | `packages/db/src/schema/` | DB table — migration required to rename |
   | `company_id` FK columns | `packages/db/src/schema/` | DB columns — migration required |
   | `/api/companies` route segment | `server/src/routes/companies.ts` | API contract — client/server must match |
   | `COMPANY_STATUSES` / `CompanyStatus` type | `packages/shared/src/constants.ts` | Upstream shared type — plugin API contract |
   | `@paperclipai/*` package names | All `package.json` files | Import paths throughout monorepo |
   | `PAPERCLIP_*` env vars | Server/CLI config | Breaks existing deployments |
   | `board_api_keys` table / `board` actor type | DB schema, auth code | Auth token format, DB schema |
   | `pcp_board_*` token prefixes | Auth code | Would invalidate issued tokens |
   | `.paperclip.yaml` export format | Import/export code | Upstream compatibility |

   **STORED zone table (do NOT touch):**

   | Target | Location | Stored Where | Rationale |
   |--------|----------|-------------|-----------|
   | `"ceo"` in `AGENT_ROLES` | `packages/shared/src/constants.ts` | `agent_role` DB column | Existing rows contain this value |
   | `"hire_agent"` approval type | `packages/shared/src/constants.ts` APPROVAL_TYPES | `approval_type` DB column | Existing approvals reference this |
   | `"approve_ceo_strategy"` | `packages/shared/src/constants.ts` APPROVAL_TYPES | `approval_type` DB column | Existing approvals reference this |
   | `"bootstrap_ceo"` invite type | `packages/shared/src/constants.ts` | `invite_type` DB column | Existing invites reference this |
   | `company_id` FK values | All FK columns | PostgreSQL foreign keys | Data integrity constraint |

   **Zone Summary:**

   | Zone | Count | Rule |
   |------|-------|------|
   | DISPLAY | ~40 surface points | Safe to rename in Phases 2-4 |
   | CODE | Many hundreds | Never rename — upstream sync priority |
   | STORED | ~8 enum/column values | Never rename — DB integrity |

   **Decision rule:** When the same term appears in multiple zones (e.g., "ceo" is both STORED as `AGENT_ROLES[0]` and DISPLAY as `AGENT_ROLE_LABELS.ceo` value), classify each occurrence independently. The key stays, only the display value changes.

2. Create `.planning/REBASE-RUNBOOK.md` with the following content:

   ```markdown
   # Nexus Rebase Runbook

   Step-by-step workflow for rebasing Nexus fork commits onto new upstream Paperclip releases.

   ## Prerequisites

   - `git rerere` enabled: `git config rerere.enabled true`
   - `git range-diff` available (git 2.19+, confirmed 2.39.5 on this machine)
   - Upstream remote configured: `git remote add upstream https://github.com/paperclipai/paperclip.git` (if not already)

   ## Pre-Rebase Checklist

   1. Ensure working tree is clean: `git status`
   2. Fetch upstream: `git fetch upstream`
   3. Record current tip: `git log --oneline -1` (save this SHA as OLD_TIP)
   4. Verify all tests pass before rebase: `pnpm test:run`

   ## Rebase Procedure

   ```bash
   # 1. Fetch latest upstream
   git fetch upstream

   # 2. Rebase nexus commits onto upstream/master
   git rebase upstream/master

   # 3. If conflicts arise:
   #    - git rerere will auto-apply previously recorded resolutions
   #    - For new conflicts: resolve manually, then `git add` + `git rebase --continue`
   #    - rerere automatically records new resolutions for future use

   # 4. Verify rebase integrity with range-diff
   #    ORIG_HEAD is the pre-rebase tip (set automatically by git)
   git range-diff upstream/master ORIG_HEAD HEAD
   ```

   ## Post-Rebase Verification

   1. **range-diff check:** `git range-diff upstream/master ORIG_HEAD HEAD`
      - Every nexus commit should show as "equivalent" (minor offset changes only)
      - Flag any commit showing significant diff changes for manual review
   2. **Test suite:** `pnpm test:run` — all tests must pass
   3. **Type check:** `pnpm typecheck` (if available) or `pnpm -r run typecheck`
   4. **Branding spot check:** `pnpm vitest run --project packages/branding`

   ## Handling Common Scenarios

   ### Upstream changed a file we also changed (DISPLAY zone)
   - Most common: string changes in UI components
   - rerere should handle if previously resolved
   - If new: resolve keeping Nexus display string, `git add`, continue

   ### Upstream added new constants to packages/shared/src/constants.ts
   - Our changes are in `packages/branding/` (separate file) — no conflict expected
   - If AGENT_ROLE_LABELS format changes upstream, update the DISPLAY zone mapping

   ### Upstream restructured a file entirely
   - range-diff will show the affected nexus commit as "changed"
   - Manually verify the nexus change still applies correctly
   - Update zone taxonomy if file paths changed

   ## rerere Cache Notes

   - Cache lives in `.git/rr-cache/` (not tracked by git)
   - Cache is machine-local — lost on re-clone
   - After a fresh clone, first rebase may require manual resolution
   - Subsequent rebases at the same conflict points will auto-resolve

   ## Hook Re-installation

   After a fresh clone, the commit-msg hook must be reinstalled:
   ```bash
   # From repo root:
   cp scripts/nexus-commit-msg-hook.sh .git/hooks/commit-msg
   chmod +x .git/hooks/commit-msg
   ```

   Or if a setup script exists:
   ```bash
   bash scripts/install-hooks.sh
   ```
   ```

3. Also create `scripts/install-hooks.sh` (tracked, so it survives clones):
   ```bash
   #!/bin/sh
   # Install Nexus git hooks
   REPO_ROOT="$(git rev-parse --show-toplevel)"
   cp "$REPO_ROOT/scripts/nexus-commit-msg-hook.sh" "$REPO_ROOT/.git/hooks/commit-msg"
   chmod +x "$REPO_ROOT/.git/hooks/commit-msg"
   echo "Nexus commit-msg hook installed."
   ```
test -f /Volumes/UsbNvme/repos/nexus/.planning/ZONE-TAXONOMY.md && test -f /Volumes/UsbNvme/repos/nexus/.planning/REBASE-RUNBOOK.md && echo "OK" - .planning/ZONE-TAXONOMY.md contains "DISPLAY" - .planning/ZONE-TAXONOMY.md contains "CODE" - .planning/ZONE-TAXONOMY.md contains "STORED" - .planning/ZONE-TAXONOMY.md contains "Workspace" - .planning/ZONE-TAXONOMY.md contains "Project Manager" - .planning/ZONE-TAXONOMY.md contains "AGENT_ROLES" - .planning/ZONE-TAXONOMY.md contains "company_id" - .planning/ZONE-TAXONOMY.md contains "hire_agent" - .planning/REBASE-RUNBOOK.md contains "range-diff" - .planning/REBASE-RUNBOOK.md contains "rerere" - .planning/REBASE-RUNBOOK.md contains "upstream/master" - .planning/REBASE-RUNBOOK.md contains "ORIG_HEAD" - scripts/install-hooks.sh contains "commit-msg" Zone taxonomy document exists with all three zones populated. Rebase runbook documents the complete range-diff workflow. Hook installer script exists in tracked scripts/ directory. Task 2: Install commit-msg hook and enable git rerere .git/hooks/commit-msg, scripts/nexus-commit-msg-hook.sh /Volumes/UsbNvme/repos/nexus/.git/hooks/commit-msg.sample 1. Create `scripts/nexus-commit-msg-hook.sh` (tracked source of truth for the hook): ```sh #!/bin/sh # Nexus fork: enforce [nexus] prefix on all fork commits # Allows upstream merge commits and rebase-generated commits through MSG_FILE="$1" FIRST_LINE=$(head -1 "$MSG_FILE")
   # Skip merge commits (git generates these automatically during rebase/merge)
   if echo "$FIRST_LINE" | grep -qE "^Merge (branch|pull request|remote-tracking)"; then
     exit 0
   fi

   # Skip fixup/squash commits (used during interactive rebase)
   if echo "$FIRST_LINE" | grep -qE "^(fixup|squash)!"; then
     exit 0
   fi

   # Enforce [nexus] prefix
   if ! echo "$FIRST_LINE" | grep -qE "^\[nexus\]"; then
     echo "ERROR: Commit message must start with [nexus]"
     echo "  Got: $FIRST_LINE"
     echo "  Example: [nexus] feat: add branding package"
     exit 1
   fi
   ```

2. Copy that script to `.git/hooks/commit-msg` and make it executable:
   ```bash
   cp scripts/nexus-commit-msg-hook.sh .git/hooks/commit-msg
   chmod +x .git/hooks/commit-msg
   ```

3. Make the source script executable too:
   ```bash
   chmod +x scripts/nexus-commit-msg-hook.sh
   chmod +x scripts/install-hooks.sh
   ```

4. Enable git rerere:
   ```bash
   git config rerere.enabled true
   git config rerere.autoupdate true
   ```

5. Verify the hook works by testing it directly:
   ```bash
   # Test rejection (should fail with exit 1):
   echo "bad commit message" > /tmp/test-commit-msg
   .git/hooks/commit-msg /tmp/test-commit-msg; echo "exit=$?"
   # Expected: ERROR message, exit=1

   # Test acceptance (should pass with exit 0):
   echo "[nexus] feat: test commit" > /tmp/test-commit-msg
   .git/hooks/commit-msg /tmp/test-commit-msg; echo "exit=$?"
   # Expected: exit=0

   # Test merge commit bypass (should pass with exit 0):
   echo "Merge branch 'upstream/master'" > /tmp/test-commit-msg
   .git/hooks/commit-msg /tmp/test-commit-msg; echo "exit=$?"
   # Expected: exit=0
   ```

6. Verify rerere:
   ```bash
   git config --get rerere.enabled
   # Expected: true
   ```
cd /Volumes/UsbNvme/repos/nexus && echo "bad" > /tmp/test-msg && (! .git/hooks/commit-msg /tmp/test-msg) && echo "[nexus] good" > /tmp/test-msg && .git/hooks/commit-msg /tmp/test-msg && git config --get rerere.enabled | grep -q true && echo "ALL CHECKS PASS" - .git/hooks/commit-msg exists and is executable (`test -x .git/hooks/commit-msg`) - scripts/nexus-commit-msg-hook.sh contains `[nexus]` - scripts/nexus-commit-msg-hook.sh contains `Merge (branch|pull request|remote-tracking)` - Hook rejects "bad message" with exit code 1 - Hook accepts "[nexus] feat: test" with exit code 0 - Hook accepts "Merge branch 'upstream/master'" with exit code 0 - `git config --get rerere.enabled` returns `true` - `git config --get rerere.autoupdate` returns `true` commit-msg hook installed and rejects non-[nexus] commits. Merge commits pass through. git rerere enabled with autoupdate. Hook source tracked in scripts/ for re-installation after clone. 1. `.planning/ZONE-TAXONOMY.md` exists with DISPLAY, CODE, STORED sections 2. `.planning/REBASE-RUNBOOK.md` exists with range-diff workflow 3. `.git/hooks/commit-msg` rejects bad messages, accepts [nexus] prefixed and merge commits 4. `git config --get rerere.enabled` returns `true`

<success_criteria>

  • Zone taxonomy classifies all rename targets from the Research inventory into DISPLAY/CODE/STORED zones
  • commit-msg hook enforces [nexus] prefix on all non-merge commits
  • git rerere enabled with autoupdate
  • Rebase runbook documents range-diff verification workflow
  • Hook source script tracked in scripts/ for clone re-installation </success_criteria>
After completion, create `.planning/phases/01-foundation/01-02-SUMMARY.md`