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docs: retire planning/ — keep design docs in docs/design/, backlog in Issues - #71

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Jul 22, 2026
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docs: retire planning/ — keep design docs in docs/design/, backlog in Issues#71
samkeen merged 1 commit into
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claude/planning-folder-cleanup-m37vro

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@samkeen

@samkeen samkeen commented Jul 22, 2026

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The planning/ folder had grown into a mix of the normative design spec and a
large body of shipped-build history, research notes, and a stale working queue.
Retire it:

  • Relocate the three canonical design docs to docs/design/: invariants.md (the
    "why" / invariant register), data-model.md (the "what"), index-engine.md (the
    "how"). invariants.md is now the single source of "why".
  • Delete the completed build specs, research notes, tasks.md, vision-and-scope.md,
    user-stories.md, and eval-strategy.md. Their pending/unstarted work is now
    tracked in GitHub Issues (Resources slice 1 (inventory & graph): complete desktop dogfood, promote spec #65-Post-v1 parking lot (sync · multiple vaults · large-scale perf · agent-maintained structure) #70); shipped build history stays in git.
  • Rewire every code and doc citation that pointed at a moved or deleted doc:
    planning/... paths become docs/design/...; deleted-doc pointers redirect to the
    surviving design docs or the relevant issue, or are dropped where no accurate
    target exists. No dangling references remain (verified repo-wide).

Co-Authored-By: Claude Opus 4.8 noreply@anthropic.com
Claude-Session: https://claude.ai/code/session_01FF24esquxCnSStbgPQFswH

Summary by CodeRabbit

  • Documentation
    • Updated documentation references throughout the project to use the current design documentation.
    • Consolidated guidance around architecture, invariants, indexing, desktop behavior, and evaluation.
    • Removed outdated planning and research documents.
    • Clarified the index engine, resource support, and evaluation documentation.
    • Updated repository, desktop, CLI, and UI documentation links without changing application behavior.

… Issues

The planning/ folder had grown into a mix of the normative design spec and a
large body of shipped-build history, research notes, and a stale working queue.
Retire it:

- Relocate the three canonical design docs to docs/design/: invariants.md (the
  "why" / invariant register), data-model.md (the "what"), index-engine.md (the
  "how"). invariants.md is now the single source of "why".
- Delete the completed build specs, research notes, tasks.md, vision-and-scope.md,
  user-stories.md, and eval-strategy.md. Their pending/unstarted work is now
  tracked in GitHub Issues (#65-#70); shipped build history stays in git.
- Rewire every code and doc citation that pointed at a moved or deleted doc:
  planning/... paths become docs/design/...; deleted-doc pointers redirect to the
  surviving design docs or the relevant issue, or are dropped where no accurate
  target exists. No dangling references remain (verified repo-wide).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01FF24esquxCnSStbgPQFswH
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coderabbitai Bot commented Jul 22, 2026

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Review Change Stack

📝 Walkthrough

Walkthrough

The pull request migrates repository documentation references from removed planning/* and completed-spec files to docs/design/*, crate guidance, GitHub issues, and the embedded eval harness. It also removes the obsolete qmd chunker specification. No executable code, APIs, tests, or configuration behavior changed.

Changes

Documentation source migration

Layer / File(s) Summary
Canonical guidance and design documents
CLAUDE.md, README.md, docs/design/*, docs/*.html, fixtures/README.md, .gitignore, planning/specs/completed/qmd-chunker.md
Canonical design links, backlog references, eval-harness references, and documentation wording were updated; the obsolete qmd chunker specification was removed.
Core and CLI documentation contracts
crates/b2-cli/*, crates/b2-core/src/*, crates/b2-core/tests/*
Rust source and test comments now reference current invariants, data-model, index-engine, desktop, and eval documentation without changing behavior.
Desktop adapter documentation
crates/b2-desktop/*
Desktop guidance, metadata, command comments, cancellation descriptions, and watcher references were updated without changing runtime logic.
Evaluation harness references
crates/b2-embed/*
Eval metadata and example comments now point to the embedded harness and current design references.
UI contract documentation
ui/*
UI comments and metadata were retargeted to current desktop and index-engine documentation without changing TypeScript, CSS, or build behavior.

Estimated code review effort: 1 (Trivial) | ~5 minutes

Possibly related PRs

  • AlteredCraft/B2#64: Updates documentation guidance around the invariants source register and related references.

Suggested reviewers: claude

Poem

I’m a rabbit with links in my queue,
Trimming old paths till the sources ring true.
Through design docs I hop,
Past each planning-doc stop,
While the evals and comments renew.

🚥 Pre-merge checks | ✅ 5
✅ Passed checks (5 passed)
Check name Status Explanation
Description Check ✅ Passed Check skipped - CodeRabbit’s high-level summary is enabled.
Title check ✅ Passed The title accurately summarizes the main change: retiring planning docs, consolidating design docs under docs/design, and moving backlog references to Issues.
Docstring Coverage ✅ Passed Docstring coverage is 100.00% which is sufficient. The required threshold is 80.00%.
Linked Issues check ✅ Passed Check skipped because no linked issues were found for this pull request.
Out of Scope Changes check ✅ Passed Check skipped because no linked issues were found for this pull request.
✨ Finishing Touches
📝 Generate docstrings
  • Create stacked PR
  • Commit on current branch
🧪 Generate unit tests (beta)
  • Create PR with unit tests
  • Commit unit tests in branch claude/planning-folder-cleanup-m37vro

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Actionable comments posted: 2

🤖 Prompt for all review comments with AI agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

Inline comments:
In `@CLAUDE.md`:
- Line 225: Update the Markdown text around the issue reference so it does not
begin with the bare “#38” sequence; keep the reference inline with surrounding
text or rewrite it as “GitHub issue 38” while preserving the original meaning.

In `@docs/discovery.html`:
- Around line 245-247: The claims in docs/discovery.html contradict the
canonical invariants: at docs/discovery.html lines 245-247, update the
typed-body-link instructions around Lines 254-256 so body links remain untyped
and typed relations are placed in b2_relations; at docs/discovery.html lines
301-305, replace the closed 10-verb palette with the closed three-verb stance
core and the tolerated tails defined by invariant G3.
🪄 Autofix (Beta)

Fix all unresolved CodeRabbit comments on this PR:

  • Push a commit to this branch (recommended)
  • Create a new PR with the fixes

ℹ️ Review info
⚙️ Run configuration

Configuration used: Organization UI

Review profile: CHILL

Plan: Pro Plus

Run ID: efad4bfd-ffe7-4cd3-97d8-d3f6b5d80b55

📥 Commits

Reviewing files that changed from the base of the PR and between 643f6c8 and b9b5258.

📒 Files selected for processing (83)
  • .gitignore
  • CLAUDE.md
  • Cargo.toml
  • README.md
  • crates/b2-cli/src/main.rs
  • crates/b2-cli/tests/cli.rs
  • crates/b2-core/src/add.rs
  • crates/b2-core/src/chunk.rs
  • crates/b2-core/src/db.rs
  • crates/b2-core/src/discover.rs
  • crates/b2-core/src/embed.rs
  • crates/b2-core/src/error.rs
  • crates/b2-core/src/graph.rs
  • crates/b2-core/src/ingest.rs
  • crates/b2-core/src/lib.rs
  • crates/b2-core/src/link.rs
  • crates/b2-core/src/mv.rs
  • crates/b2-core/src/note.rs
  • crates/b2-core/src/relation.rs
  • crates/b2-core/src/resource.rs
  • crates/b2-core/src/search.rs
  • crates/b2-core/src/vault.rs
  • crates/b2-core/tests/cancel.rs
  • crates/b2-core/tests/chunks.rs
  • crates/b2-core/tests/common/mod.rs
  • crates/b2-core/tests/discover.rs
  • crates/b2-core/tests/embed.rs
  • crates/b2-core/tests/frontmatter.rs
  • crates/b2-core/tests/graph.rs
  • crates/b2-core/tests/ingest_resolver.rs
  • crates/b2-core/tests/links.rs
  • crates/b2-core/tests/mv.rs
  • crates/b2-core/tests/project_embed.rs
  • crates/b2-core/tests/read.rs
  • crates/b2-core/tests/resources.rs
  • crates/b2-core/tests/search.rs
  • crates/b2-core/tests/substrate.rs
  • crates/b2-core/tests/vault.rs
  • crates/b2-core/tests/write.rs
  • crates/b2-desktop/CLAUDE.md
  • crates/b2-desktop/Cargo.toml
  • crates/b2-desktop/capabilities/default.json
  • crates/b2-desktop/src/commands.rs
  • crates/b2-desktop/src/error.rs
  • crates/b2-desktop/src/main.rs
  • crates/b2-desktop/src/watch.rs
  • crates/b2-embed/Cargo.toml
  • crates/b2-embed/evals/queries.json
  • crates/b2-embed/evals/similar.json
  • crates/b2-embed/examples/eval.rs
  • crates/b2-embed/src/lib.rs
  • docs/architecture.html
  • docs/design/data-model.md
  • docs/design/index-engine.md
  • docs/design/invariants.md
  • docs/discovery.html
  • docs/index.html
  • docs/indexing.html
  • fixtures/README.md
  • planning/research/discovery-scan-strategy.md
  • planning/research/file-type-support.md
  • planning/research/vector-store-alternatives.md
  • planning/specs/completed/async-indexing.md
  • planning/specs/completed/desktop-editing.md
  • planning/specs/completed/desktop-live-preview.md
  • planning/specs/completed/desktop-ui-mvp.md
  • planning/specs/completed/index-engine-build.md
  • planning/specs/completed/projection-embedding-split.md
  • planning/specs/completed/qmd-chunker.md
  • planning/specs/eval-strategy.md
  • planning/specs/resources-inventory-graph.md
  • planning/tasks.md
  • planning/user-stories.md
  • planning/vision-and-scope.md
  • ui/package.json
  • ui/src/api.ts
  • ui/src/livepreview.ts
  • ui/src/main.ts
  • ui/src/render.ts
  • ui/src/state.ts
  • ui/src/types.ts
  • ui/style.css
  • ui/vite.config.ts
💤 Files with no reviewable changes (15)
  • planning/specs/completed/async-indexing.md
  • planning/tasks.md
  • planning/research/file-type-support.md
  • planning/specs/eval-strategy.md
  • planning/user-stories.md
  • planning/research/discovery-scan-strategy.md
  • planning/specs/completed/projection-embedding-split.md
  • planning/research/vector-store-alternatives.md
  • planning/specs/completed/desktop-live-preview.md
  • planning/vision-and-scope.md
  • planning/specs/completed/desktop-editing.md
  • planning/specs/resources-inventory-graph.md
  • planning/specs/completed/qmd-chunker.md
  • planning/specs/completed/index-engine-build.md
  • planning/specs/completed/desktop-ui-mvp.md

Comment thread CLAUDE.md
has an embedding space" signal the projected-but-unembedded fallbacks key on. Every distance is
computed **in-process** (`embed::l2_sq`, one sequential scan statement; rationale:
`research/discovery-scan-strategy.md`, #38). `meta` records `(embed_model_id,
#38). `meta` records `(embed_model_id,

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📐 Maintainability & Code Quality | 🟡 Minor | ⚡ Quick win

Avoid a bare #38 at the start of the Markdown line.

markdownlint reports MD018 because this line is parsed as an ATX heading without a space after #. Keep the issue reference inline or rewrite it as GitHub issue 38.

🧰 Tools
🪛 markdownlint-cli2 (0.23.0)

[warning] 225-225: No space after hash on atx style heading

(MD018, no-missing-space-atx)

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@CLAUDE.md` at line 225, Update the Markdown text around the issue reference
so it does not begin with the bare “#38” sequence; keep the reference inline
with surrounding text or rewrite it as “GitHub issue 38” while preserving the
original meaning.

Source: Linters/SAST tools

Comment thread docs/discovery.html
Comment on lines 245 to +247
<section id="link">
<h2><span class="num">3</span>From the list to a link — <span class="eq">b2 link</span></h2>
<div class="files">planning/user-stories.md — Story 3 · planning/data-model.md §4</div>
<div class="files">docs/design/invariants.md · docs/design/data-model.md §4</div>

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🎯 Functional Correctness | 🟠 Major | ⚡ Quick win

Keep docs/discovery.html consistent with the canonical contracts it now cites.

The migration updates the references but leaves two user-facing claims that contradict docs/design/invariants.md:

  • docs/discovery.html#L245-L247: correct the typed-body-link instructions at Lines 254-256; body links must remain untyped and typed relations belong in b2_relations.
  • docs/discovery.html#L301-L305: replace the closed 10-verb palette with the closed three-verb stance core plus tolerated tails from invariant G3.
📍 Affects 1 file
  • docs/discovery.html#L245-L247 (this comment)
  • docs/discovery.html#L301-L305
🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@docs/discovery.html` around lines 245 - 247, The claims in
docs/discovery.html contradict the canonical invariants: at docs/discovery.html
lines 245-247, update the typed-body-link instructions around Lines 254-256 so
body links remain untyped and typed relations are placed in b2_relations; at
docs/discovery.html lines 301-305, replace the closed 10-verb palette with the
closed three-verb stance core and the tolerated tails defined by invariant G3.

@samkeen
samkeen merged commit 8e5637b into main Jul 22, 2026
1 check passed
@samkeen
samkeen deleted the claude/planning-folder-cleanup-m37vro branch July 22, 2026 08:50
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