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feat(ooda): Stages 1–5 — OODA Loop Plugin idea, research, requirements, design, spec#503

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feat(ooda): Stages 1–5 — OODA Loop Plugin idea, research, requirements, design, spec#503
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@Luis85 Luis85 commented May 13, 2026

Summary

  • Stage 1 (Idea): IDEA-OODA-001 — accepted
  • Stage 2 (Research): RESEARCH-OODA-001 — complete (5 parallel agents, 2 passes)
  • Stage 3 (Requirements): PRD-OODA-001 — accepted (32 EARS requirements, 4 OQs resolved)
  • Stage 4 (Design): DESIGN-OODA-001 — accepted (UX flows, UI patterns, full architecture)
  • Stage 5 (Specification): SPEC-OODA-001 — accepted (1,501 lines, 57 test scenarios)

Spec lineage

Stage Artifact
Idea specs/ooda-loop-plugin/idea.md
Research specs/ooda-loop-plugin/research.md
Requirements specs/ooda-loop-plugin/requirements.md
Design specs/ooda-loop-plugin/design.md
Specification specs/ooda-loop-plugin/spec.md
Tasks (pending)

Specification highlights (SPEC-OODA-001)

11 SPECDOC-OODA interface items covering all 32 REQs + 7 NFRs:

Item Covers
SPECDOC-OODA-001 /ooda:brief entry point — 15-step startup sequence, 5 error codes
SPECDOC-OODA-002 First-run wizard — HTTPS/SSH URL parsing, placeholder fallback
SPECDOC-OODA-003 Observe — parallel AgentDefinition dispatch, 30s timeout, on_failure semantics
SPECDOC-OODA-004 Orient — belief decay (−0.2/7d), Pinned Constraints invariant, first-run init
SPECDOC-OODA-005 Decide — tier1_operation/target/params schema, ranking priority order
SPECDOC-OODA-006 Brief rendering — section order, empty-states, filename collision algorithm
SPECDOC-OODA-007 Tier 1 Act — serial exec, 60s undo state machine, GitHub MCP tool↔reversal map
SPECDOC-OODA-008 Feedback + JSONL — atomic .tmp rename, non-blocking failure path
SPECDOC-OODA-009 Summariser — last-14 constraint, orient_priority adjustment from feedback
SPECDOC-OODA-010 ooda-sources.yaml validation — field-level rules + exact error messages
SPECDOC-OODA-011 settings.json fragment — allow/deny evaluation order, bypassPermissions blocked

4 state machines (run lifecycle, summariser trigger, Act undo window, first-run wizard)
3 data schemas with field-level constraints (ooda-sources.yaml, state.md, events.jsonl)
21 edge cases (concurrent runs, malformed JSONL, zero enabled sources, 100% source failure, undo reversal failure…)
57 test scenarios traced to REQ IDs (TEST-OODA-001 through TEST-OODA-057)
All 7 quality gate items green ✓

ADRs filed

  • ADR-0046 — Plugin packaging as standalone group
  • ADR-0047 — Two-file hybrid Orient memory

Next step

/spec:tasks — decompose spec into ~½-day TDD-ordered tasks. Optional first: /spec:analyze to cross-check spec ↔ requirements ↔ design consistency.

Related

https://claude.ai/code/session_01Exinx6yb8wLnKxFth88xNs

Initialises specs/ooda-loop-plugin/ from GitHub issue #502.
10 research questions captured; primary use-case scoped to daily
project brief. Advances to research stage.

https://claude.ai/code/session_01Exinx6yb8wLnKxFth88xNs
Comment thread .github/workflows/sync-backlog.yml
claude added 4 commits May 13, 2026 21:31
5 parallel agents covered: OODA theory, competitive landscape,
Orient memory, Act gate trust models, plugin architecture.
All 10 research questions answered. Advances to requirements stage.

https://claude.ai/code/session_01Exinx6yb8wLnKxFth88xNs
…ormat

Added: versioned roadmap (v0–v4), Decide phase ranking design, brief
output format spec, Learn phase/feedback loop, Orient→Observe feedback
mechanism, first-run bootstrapping flow, success metrics, RISK-OODA-010
(v0 gate), user needs mapped to features, prompt injection deepened.

https://claude.ai/code/session_01Exinx6yb8wLnKxFth88xNs
27 EARS functional requirements across 8 areas (LOOP, OBS, ORI, DEC,
BRIEF, LEARN, SETUP, DEG). 7 NFRs, success metrics with counter-metric,
release criteria. Status: proposed — 4 open clarifications (OQ-OODA-001
through OQ-OODA-004) before advancing to design.

https://claude.ai/code/session_01Exinx6yb8wLnKxFth88xNs
All four open clarifications resolved (OQ-OODA-001 through OQ-OODA-004):
- OQ-OODA-001: ⚠ Anomalies section added as optional fifth brief section
  (REQ-OODA-016 updated from 4 to 5 sections; section omitted when empty).
- OQ-OODA-002: Tier 1 Act ships in v1 — adds ACT requirements area
  (REQ-OODA-028–032: selection prompt, auto-execute + 60s undo, settings.json
  allow/deny rules, workflow-trigger Tier 2 upgrade, empty-list guard).
  NG1 and Out of scope updated; Tier 2+ deferred to v2.
- OQ-OODA-003: Free text feedback confirmed; no change to REQ-OODA-020.
- OQ-OODA-004: v0 prototype gate waived; RISK-OODA-010 accepted.

PRD-OODA-001 status: accepted. 32 functional requirements across 9 areas.
Release criteria updated to cover Tier 1 Act end-to-end tests.

https://claude.ai/code/session_01Exinx6yb8wLnKxFth88xNs
@Luis85 Luis85 changed the title feat(ooda): Stage 1 — IDEA-OODA-001 ooda-loop-plugin idea.md feat(ooda): Stages 1–3 — OODA Loop Plugin idea, research, requirements May 13, 2026
claude added 5 commits May 13, 2026 22:05
Empty design.md created from template, ready for ux-designer,
ui-designer, and architect passes.

https://claude.ai/code/session_01Exinx6yb8wLnKxFth88xNs
Four primary user flows mapped (first-run wizard, normal daily brief,
Tier 1 action dispatch, majority-source failure path). Information
architecture, empty/loading/error states, and accessibility
considerations complete. Requirements coverage table maps all 32
EARS requirements to their UX treatment.

https://claude.ai/code/session_01Exinx6yb8wLnKxFth88xNs
16 output states mapped; 8 reusable output patterns defined (section
headers, action items, anomaly blocks, footer, progress lines, Tier 1
menu, undo prompt, feedback prompt). 12 text/markdown tokens. Full
microcopy for all 16 interactive prompts and system messages, each
anchored to its REQ ID.

https://claude.ai/code/session_01Exinx6yb8wLnKxFth88xNs
ADR-0046: Package OODA Loop Plugin as standalone plugin group (under
ADR-0036, not a new lifecycle track per ADR-0026 constraint).
ADR-0047: Adopt two-file hybrid Orient memory (state.md + events.jsonl)
over stateless-per-run and vector-store alternatives.

https://claude.ai/code/session_01Exinx6yb8wLnKxFth88xNs
System overview, 8-component table, 7-artifact data model (ooda-sources.yaml,
state.md, events.jsonl, scratch files, briefs), full sequence diagram for
all 7 phases, API contract sketches (YAML schema, settings.json fragment,
GitHub MCP tool-tier mapping). 7 key decisions, 13 risks (10 carried +
RISK-OODA-011/012/013), performance/security/observability analysis.
Requirements coverage table maps all 32 REQs. All quality gate items green.

ADR-0046 (plugin packaging) and ADR-0047 (Orient memory) referenced.
DESIGN-OODA-001 status: accepted. workflow-state.md updated with
architect hand-off notes for spec.md author.

https://claude.ai/code/session_01Exinx6yb8wLnKxFth88xNs
@Luis85 Luis85 changed the title feat(ooda): Stages 1–3 — OODA Loop Plugin idea, research, requirements feat(ooda): Stages 1–4 — OODA Loop Plugin idea, research, requirements, design May 13, 2026
11 SPECDOC-OODA interface items covering all 32 REQs + 7 NFRs:
entry point (15-step sequence, 5 error codes), first-run wizard (HTTPS/SSH
URL parsing, placeholder fallback), Observe (parallel dispatch, 30s timeout,
on_failure semantics), Orient (belief decay −0.2/7d, Pinned Constraints
invariant), Decide (tier1_operation/target/params schema, ranking order),
brief rendering (filename collision algorithm), Tier 1 Act (serial exec,
undo state machine, GitHub MCP tool→reversal mapping), feedback+JSONL
(atomic .tmp rename), summariser (last-14 constraint, priority adjustment),
ooda-sources.yaml validation (field-level rules + error messages),
settings.json fragment (allow/deny evaluation order, bypassPermissions block).

4 state machines, 3 data schemas, 21 edge cases, 57 test scenarios.
All quality gate items green. workflow-state.md updated.

https://claude.ai/code/session_01Exinx6yb8wLnKxFth88xNs
@Luis85 Luis85 changed the title feat(ooda): Stages 1–4 — OODA Loop Plugin idea, research, requirements, design feat(ooda): Stages 1–5 — OODA Loop Plugin idea, research, requirements, design, spec May 13, 2026
@Luis85 Luis85 changed the base branch from main to develop May 14, 2026 00:08
@Luis85 Luis85 marked this pull request as ready for review May 14, 2026 00:11
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Comment thread specs/ooda-loop-plugin/research.md Outdated
- workflow-state.md: advance current_stage from specification to tasks
  spec.md is complete; check-spec-state requires the current stage's
  artifact to be pending or in-progress when status is active.
  tasks.md is pending, which satisfies that invariant.

- _typos.toml: allowlist British spellings used throughout the OODA
  spec files (summariser/Summariser, summarise, summarised,
  summarisation, behaviour, initialise, recognise).
  These appear in spec.md, design.md, research.md, and ADR-0047.

https://claude.ai/code/session_011TPNgd7jBv3ySSyvaTifA1
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Codex Review: Didn't find any major issues. What shall we delve into next?

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Comment thread specs/ooda-loop-plugin/spec.md Outdated
Comment thread specs/ooda-loop-plugin/spec.md Outdated
…os and verify issues

- design.md: fix 'inferrable' → 'inferable' (spell check CI)
- requirements.md: add RESEARCH-OODA-001 Q4 to REQ-OODA-032 Satisfies field
  (OQ-OODA-002 alone has no recognised traceability prefix; check:traceability
  requires at least one canonical ID in every Satisfies field)
- spec.md: add REQ-* coverage to 10 test scenario table rows that only
  referenced EC-OODA-* or SPECDOC-OODA-* IDs; check:traceability requires
  every TEST-* row to mention at least one REQ-* or NFR-*:
    TEST-OODA-012 → REQ-OODA-027
    TEST-OODA-013 → REQ-OODA-025
    TEST-OODA-042 → REQ-OODA-012
    TEST-OODA-043 → REQ-OODA-012
    TEST-OODA-044 → REQ-OODA-003
    TEST-OODA-045 → REQ-OODA-004
    TEST-OODA-046 → REQ-OODA-014
    TEST-OODA-047 → REQ-OODA-029
    TEST-OODA-049 → REQ-OODA-004
    TEST-OODA-050 → REQ-OODA-004

https://claude.ai/code/session_011TPNgd7jBv3ySSyvaTifA1
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Comment thread specs/ooda-loop-plugin/spec.md
Comment thread specs/ooda-loop-plugin/spec.md
Comment thread specs/ooda-loop-plugin/spec.md Outdated
…/018

Orient relies on memory/state.md for belief decay and pinned constraints
(REQ-OODA-008/009/011/012). Update SPECDOC-OODA-017 to list it as
persistent cross-run state, add it to the workspace layout in
SPECDOC-OODA-018, and add state.md read/write steps to Orient phase
(SPECDOC-OODA-005).

Resolves reviewer thread on PR #503.
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Comment thread specs/ooda-loop-plugin/spec.md
Comment thread specs/ooda-loop-plugin/spec.md
Comment thread specs/ooda-loop-plugin/spec.md
- Restrict satisfies list to defined requirement IDs (REQ-OODA-001..032)
- Fix entry point path to packaged plugin location
- Align Observe scratch filename with REQ-OODA-008
- Add raw_text field to observe_results schema
- Normalize add_reviewer param contract (no @ prefix)
- Add action priority constraint to Decide agent rules
- Add pre-execution check column to Tier 1 operation table
- Clarify add_reviewer undo availability
- Add concurrent-write guard to JSONL write procedure
- Update brief section heading to match PRD contract
- Add feedback gate note to run lifecycle

https://claude.ai/code/session_011TPNgd7jBv3ySSyvaTifA1
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Comment thread specs/ooda-loop-plugin/requirements.md Outdated
Comment thread specs/ooda-loop-plugin/design.md Outdated
Luis85 added 2 commits May 14, 2026 13:09
- Restrict satisfies list to defined requirement IDs (REQ-OODA-001..032)
- Fix entry point path to packaged plugin location
- Align Observe scratch filename with REQ-OODA-008
- Add raw_text field to observe_results schema
- Normalize add_reviewer param contract (no @ prefix)
- Add action priority constraint to Decide agent rules
- Add pre-execution check column to Tier 1 operation table
- Clarify add_reviewer undo availability
- Add concurrent-write guard to JSONL write procedure
- Update brief section heading to match PRD contract
- Add feedback gate note to run lifecycle

https://claude.ai/code/session_011TPNgd7jBv3ySSyvaTifA1
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Comment thread specs/ooda-loop-plugin/spec.md Outdated
Luis85 and others added 2 commits May 14, 2026 13:54
…OODA-033

The performance budget table referenced EC-OODA-002 (all-sources-failed)
for the hard-limit exceeded case. The correct code is EC-OODA-012
(Observe hard-timeout).

https://claude.ai/code/session_011TPNgd7jBv3ySSyvaTifA1
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Codex Review: Didn't find any major issues. You're on a roll.

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Comment thread specs/ooda-loop-plugin/spec.md Outdated
Comment thread specs/ooda-loop-plugin/spec.md
…ign thread

- Define EC-OODA-012 error catalog entry in SPECDOC-OODA-033 with
  trigger, message, and recovery for phase hard-timeout
- Update review checklist range from EC-OODA-011 to EC-OODA-012
- Correct REQ-OODA-033 (undefined) to REQ-OODA-003 in SPECDOC-OODA-013
  satisfies mapping and in TEST-OODA-030/031 traceability rows
- Improve design.md plugin layout README comment to be more descriptive
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2. Read `memory/events.jsonl` (if exists) → count lines; parse last 5 for display fields.
3. Display formatted output.

**Satisfies:** REQ-OODA-034
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P1 Badge Remove undefined REQ IDs from spec traceability

The spec maps behavior to requirement IDs that do not exist in the accepted PRD (which defines only REQ-OODA-001 through REQ-OODA-032 in requirements.md), e.g. this section cites REQ-OODA-034 and other parts cite REQ-OODA-045/048/049/050/051/053. When tasks and tests are generated from this spec, those references become unresolvable, breaking requirement-to-test traceability and allowing unapproved scope to slip into implementation.

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**Explicitly out of scope for v1 (deferred):**

- **Tier 2 operations** — close_issue, merge_pr, assign_milestone, update_issue_body. Require per-action user confirmation; deferred to v2.
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P2 Badge Classify merge_pr consistently as Tier 3

merge_pr is listed as a Tier 2 operation here, but the same spec later defines Tier 3 as including merge PR (hard-denied via settings.json), and the PRD's Tier rules align with that Tier 3 treatment. This contradiction creates an ambiguous security model for Act gating and can lead to incorrect implementation of permission/confirmation flows in later stages.

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💡 Codex Review

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Reviewed commit: ea6ee71d21

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Comment on lines +176 to +179
1. For each entry in `sources[]`:
a. Dispatch the appropriate MCP read tool based on `type`:
- `type: issues` → `mcp__github__list_issues` with params derived from `filters`.
- `type: pull_requests` → `mcp__github__list_pull_requests` with params derived from `filters`.
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P1 Badge Filter Observe dispatch to enabled sources only

Update the Observe dispatch contract so it skips sources that are configured as disabled. This step currently iterates every sources[] entry and dispatches MCP calls unconditionally, which makes enabled: false behavior from REQ-OODA-004/REQ-OODA-005 unimplementable and causes disabled sources to be queried in runs where users intended them to stay off.

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Comment on lines +350 to +354
"tier1_operation": "add_label" | "remove_label" | "post_comment" | "add_reviewer" | "create_draft_issue",
"params": {},
"rationale": "string",
"confidence": "high" | "medium"
}
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P2 Badge Add required signal-basis and effort fields to Decide output

Extend the decide_plan.actions schema to include the fields required by REQ-OODA-014 (action description, signal basis, and effort as S|M|L). As written, the action object exposes only operation metadata plus rationale/confidence, so implementers following this spec cannot satisfy the accepted Decide output contract or its acceptance tests.

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3 participants