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Ty 6fb92362a4 docs(m4): M4 goals + task breakdown

Goals: polish M3 + #99 tape-line, human-driven taxonomy review
(thumb-first UI, Call 1 deferred), Call 2 inference refinement,
real SLAB-UAT-* Woo draft exit.

Tasks: 9-task / 5-phase breakdown with detail bar (skills, starting
point, verification, sequence, stop condition, evidence boundary per
task). Kickoff decisions folded in: full polish wave (#91-#100 minus
#96), tape-line confined to calibration step, single-slab multi-photo
exit walk.

2026-09-24 13:44:53 -07:00

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M4 Task Breakdown

Companion to goals.md (accepted direction). Detail bar per task: goal, skills, starting point, verification, sequence, stop condition, evidence boundary.

Phase order: P0 (requirements first) → P1 (G1 polish + #99, parallel-safe) → P2 (G2 review-UI, wireframe-gated) → P3 (G3 Call 2) → P4 (G4 exit walk). Ty owns every gate exit (QUALITY-30); agents record raw evidence, never declare green.

P0 — Requirements baseline (must land before code it enables)

T1. Requirements delta for M4

Goal: G2/G4 (unblocks G3). IDs: REQS (whole doc), REQS-30. Issues: —.
Skills: document-to-action-items (extract obligations), ocr-and-documents (read current REQUIREMENTS.md), OMH omh-routing (evidence boundaries).
Starting point: docs/REQUIREMENTS.md (current), goals.md requirements-delta section.
Work: add rows for the human-pick flow (REVIEW-, CAPTURE-, METADATA-*), the Call 2 taxonomy-input row, and the SLAB-UAT-* exit-walk row; note the Call 1 deferral (METADATA-40/45/55) and drop #96; keep the "draft only" PUBLISH-40 invariant; confirm #99 is tracked. Every new/changed row is the gate for the code that implements it.
Verification: python tools/check_requirements.py exit 0; coverage matrix consistent.
Sequence: first task of the sprint.
Stop: rows merged + gate green. Evidence: runner output.

T2. #99 tape-line calibration (folded into G1)

Goal: G1. IDs: CAPTURE (dimensions), REQS-50. Issues: #99.
Skills: systematic-debugging (verify the prototype assumption), wireframe-review-iteration (reference the overlay interaction), svelte-core-bestpractices.
Starting point: frontend/src/capture/TapePrototype.svelte + ?tape-prototype sandbox on the m4 branch; docs/design/issue-99-tape-line-overlay.html (approved wireframe); frontend/src/png/crop.ts (projection logic).
Work: promote the prototype to the shipped calibration path (owner drags both ticks), adopt the as-built length model (maskSpanAlong projection), delete the sandbox + query-param gating, keep crop_fill (already landed in 818874e). Scope (Ty confirmed): confined to the calibration step — the photos-ready lineup (CAPTURE-130) stays as-is; #99 does not touch it.
Verification: unit tests in frontend/src/png/* (tape geometry), tsc --noEmit, manual calibration on one slab at 375px.
Sequence: parallel with T3–T5; no dependency on T1.
Stop: prototype shipped, ?tape-prototype removed, tests green. Evidence: test output + a 375px capture of the calibration drag.

P1 — M3 polish (G1), parallel-safe once T1 lands

T3. Polish wave (full set #91–#100)

Goal: G1. IDs: UX (various). Issues: all of #91–#100 — #91 (photo-picker look/feel), #92 (photo filenames on submit), #93 (capture gated on tested Woo connection), #94 (review layout), #97 (settings), #98 (publish), #100 (UX general). Excluded: #96 (drops with Call 1). Ty confirmed: full polish wave, no triage.
Skills: svelte-core-bestpractices, omh-frontend (component states), omh-visual-qa (rendered evidence per screen).
Starting point: the live screens named in each issue; frontend/src/create/*.
Work: per-issue fixes. Each is a small, individually-verifiable unit; sequence by dependency (e.g. #93 gate before #98 publish flow touches it).
Verification: per-issue acceptance (capture at 375/768/1280, or the named behavior), full suite green.
Sequence: after T1; independent of T2.
Stop: each issue's acceptance captured. Evidence: captures + test run.

P2 — Human-driven taxonomy review + thumb-first UI (G2)

T4. Wireframe (design gate)

Goal: G2. IDs: REVIEW-*, UX (phone). Issues: #100 (UX).
Skills: sketch (variants) + wireframe-review-iteration (paradigms, serve on LAN IP, iterate on Ty's feedback) → omh-frontend + omh-design-quality-gate (lock the chosen variant).
Starting point: docs/design/issue-99-tape-line-overlay.html (approved overlay wireframe, 2026-09-24) for the visual language + the interaction model.
Work: 2–3 HTML variants of the thumb-first review flow. Standing paradigms: no tap-bubble chip clouds for long lists → collapsible searchable checklist; leftmost-kept-is-primary for wood (primary + optional secondaries); AI-assist labeled as "suggested, confirm"; every metadata requirement present (primary wood-category required, secondaries optional).
Verification: Ty reviews the served variants and accepts one (375/768/1280).
Sequence: before T5/T6. Stop: Ty accepts a variant. Evidence: the accepted docs/design/* file + Ty's acceptance.

T5. Review-UI implementation

Goal: G2. IDs: REVIEW-, CAPTURE-. Issues: #100.
Skills: svelte-core-bestpractices, svelte-code-writer (Svelte 5 lookups), omh-frontend, omh-visual-qa, omh-accessibility-audit (keyboard, 44px targets, contrast, 320px reflow).
Starting point: accepted T4 wireframe; frontend/src/create/review/Review.svelte (current single-column form); the M3 MultiSelect.svelte pattern (reused, not the tap-bubble pattern).
Work: replace the review form with the accepted thumb-first flow; primary wood-category + optional secondaries; remove the "Suggest with AI" bar (#96 drops with Call 1); keep all metadata requirements present and editable.
Verification: tsc --noEmit; omh-visual-qa at 375/768/1280 (PASS); omh-accessibility-audit (keyboard-reachable, 44px, contrast, 320px reflow); full suite green with inference on and off (QUALITY-20).
Sequence: after T4 accepted. Stop: flow renders, all requirements present, audits pass. Evidence: captures + audit output.

T6. Taxonomy → title/shortdesc (server-side)

Goal: G2. IDs: METADATA-*. Issues: —.
Skills: systematic-debugging (verify the title/shortdesc builders), evidence-based-code-review.
Starting point: the title/short description builders in backend/ (review.py / publish.py path); the new human-pick fields from T5.
Work: ensure title + short description are built from the human-picked primary wood + form (not from the removed Call 1). Confirm the server_description (inference-off) path stays intact.
Verification: unit tests for title/shortdesc from human picks; inference-off path covered. Sequence: with/after T5. Stop: tests green. Evidence: test output.

P3 — Refine Call 2 long description (G3)

T7. Wire human-picked taxonomy into the Call 2 prompt

Goal: G3. IDs: METADATA-*. Issues: —.
Skills: systematic-debugging, evidence-based-code-review, local-llm-benchmarking (endpoint behavior), omh-ask (prompt-engineering consult if the owner wants an external pass).
Starting point: backend/inference.py call2 (line 467) — the prompt today is the dimension fact block + brand voice + geo only; taxonomy is NOT in the prompt. CALL2_SEED (line 112), _active_prompt, brand_voice/geo_context settings.
Work: add the human-picked primary/secondary wood + form to the Call 2 fact block so the long description is grounded in what the owner picked; keep the "invent no numbers" constraint; keep the dimension block exact.
Verification: test_inference.py updated for the new input; a recorded call2 with a known taxonomy set shows the wood/form in the output. Sequence: after T5 (needs the human-pick data shape). Stop: test passes + sample output grounded. Evidence: test output + a sample Call 2 response.

T8. Exit-walk quality gate

Goal: G3. IDs: QUALITY-105/110. Issues: —.
Skills: omh-verification-gate (record the gate), omh-visual-qa.
Starting point: deploy/uat_walk.sh; the refined Call 2 from T7.
Work: Ty reads the Call 2 long description on the exit walk for 2–3 real slabs; pass = "sounds like a good product description." This is the only proof that counts for the Call 2 quality claim.
Verification: Ty's judgment on 2–3 outputs, recorded. Sequence: after T7. Stop: Ty passes the gate. Evidence: Ty's recorded judgment.

P4 — Exit: real Woo draft (G4)

T9. `SLAB-UAT-*` draft submission + walk

Goal: G4. IDs: PUBLISH-*, QUALITY-105/110. Issues: —.
Skills: omh-deploy-and-monitor (release checklist + monitor), omh-verification-gate, docker-uat-deploy (if the UAT host needs staging).
Starting point: backend/publish.py (draft create path), the Woo mock (test_integration_woo_mock.py) for the PUBLISH-5 sequence, deploy/uat_walk.sh.
Work: run the full create → review (human pick) → Call 2 → publish path on the real store, producing one SLAB-UAT-* draft; walk it (draft only, PUBLISH-40); confirm the draft matches the ready set. Shape (Ty confirmed): single slab, and the draft carries multiple photos of that slab — not a QUALITY-110 pair.
Verification: deploy/uat_walk.sh on the real store; draft present in Woo with the correct fields — including multiple photos on the single SLAB-UAT-* draft; full suite green inference on and off (QUALITY-20).
Sequence: last; after T3–T8. Stop: real draft matches the ready set + Ty passes the walk. Evidence: store screenshot + walk transcript + suite output.

Dependency map

T1 ──┬─ T3 (polish)
     ├─ T4 ─ T5 ─┬─ T6
     │           └─ T7 ─ T8 ─ T9
     └─ T2 (tape-line, parallel)
T9 is the milestone exit.

T2 is independent of T1 (prototype already on m4).
T4 must be accepted before T5.
T7 needs T5's data shape; T8/T9 need T7.
Nothing in P2/P3 blocks T2/T3 (polish + tape-line ship independently).

Resolved at kickoff (deep-interview, 2026-09-24)

Polish scope: full wave — all of #91–#100, no triage (only #96 drops with Call 1).
Tape-line scope: confined to the calibration step; photos-ready lineup (CAPTURE-130) untouched.
Exit-walk shape: single slab; the SLAB-UAT-* draft carries multiple photos of that slab (not a QUALITY-110 pair).

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