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docs: close out PLAN.md, moving its lasting guidance to CONTRIBUTING - #230

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docs: close out PLAN.md, moving its lasting guidance to CONTRIBUTING#230
mmcky merged 3 commits into
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@quantecon-services quantecon-services commented Sep 11, 2026

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Closes #218. Documentation only. This is the last item on the #147 gate, and it should merge last.

Moved out first

Three things in PLAN.md are guidance rather than plan, and had no other home. Each is now a section of CONTRIBUTING.md, placed beside the material it belongs with:

Guidance New home
The architecture constraint — the theme is a Remix server over pre-built page JSON and never sees the source repository, so git history, last-modified dates and computed launch paths must arrive as data, from a plugin, from mystmd itself, or from CI "Architecture: what the theme can and cannot compute", after Project Structure
Upstream first — check jupyter-book/myst-theme before building anything custom, then build here rather than wait, recording candidates in UPSTREAM-CANDIDATES.yml (ported, not cherry-picked — this repo is not a fork) "Upstream first, then here"
PR previewspreview.yml builds lecture-python-programming with the PR's theme through a static myst build --html, deploys under pr-preview/pr-<n>/, and its myst init step doubles as a migration-readiness check "CI: visual tests and PR previews", with the visual gate

I kept the reason each one matters, not just the fact: the architecture section ends by saying that when a feature looks impossible in the theme, this is usually why; the previews section says the static export is the path Playwright's live myst start never exercises, which is what makes the preview worth having.

The closing note

PLAN.md opens with a note saying the plan is complete as of the release that closes #147, that everything below is the planning snapshot it was written as and is no longer maintained — the gap table especially — and where to look instead: docs/ for current behaviour, #147 and the 2026-09-11 validation study for the item-level record. It also says where the moved guidance went, and that the file is kept because issues link to its lines.

The rest of PLAN.md is untouched — the diff is the 19 added lines and nothing else.

The "no file outside CHANGELOG.md" criterion

I grepped for every remaining PLAN.md reference:

  • CHANGELOG.md — four references, all historical entries. Explicitly exempted by the criterion.
  • CONTRIBUTING.md — the code-comments rule still forbids PLAN.md items as comment labels, which stays correct; and its list of prose docs that keep their history now says PLAN.md is a closed planning record rather than a live one.
  • docs/index.md:45 — this said the parity work is tracked in PLAN.md, and the issue assigned that line to the docs review. docs: correct the user docs against what the theme actually does #229 has since merged and removed it, so the criterion is now satisfied. Re-checked against main: the only remaining references are the four historical CHANGELOG.md entries the criterion exempts, and two in CONTRIBUTING.md — the code-comments rule forbidding PLAN.md items as comment labels, which stays correct, and the prose-docs list, which this PR rewrites to call PLAN.md a closed record.

Merged with main

Eight PRs landed [Unreleased] entries while this was open. This branch adds a ### Changed entry, so it folds into the Changed section main already had (the breaking launch change) rather than opening a second one, leaving the section ordered Added ×5, Changed ×2, Fixed ×3. Merged at ea6ea3bdd; nothing but CHANGELOG.md conflicted, since main has not touched CONTRIBUTING.md or PLAN.md since this branch forked.

Review

Copilot raised two comments, both valid and both applied.

  • A double hyphen where the prose uses em dashes (CONTRIBUTING.md:203). Correct, and inconsistent inside its own paragraph — the sentence it continues reads "in code — including the comments in YAML, shell and fixture files". The -- form is this repo's convention for code comments; CONTRIBUTING.md is prose. Fixed in 74b8125b9.
  • The changelog entry now carries its PR link (ea6ea3bdd). Its line citation (CONTRIBUTING.md:289-291) is accurate for this branch — on main that text sits at line 227, and this PR inserts about sixty lines above it. Its broader claim that every entry in the file carries a pull/NNN link is not accurate (ten entries carry only an issue link, across five released versions), which the reply records; the cited [2.7.0] section is the part where the practice is uniform.

Two claims of my own were also checked rather than assumed: the closing note does not overstate the gate's status — it says "complete as of the release that closes #147", a forward reference, since that release has not been cut — and the rest of PLAN.md is genuinely untouched.

Note on the version

The closing note deliberately says "the release that closes #147" rather than naming a version: that release has not been cut. If you'd rather it named the version, that is a one-line edit at release-prep time — same for #229's outstanding README vX.Y.Z URLs.

🤖 Generated with Claude Code

https://claude.ai/code/session_01UZLpDVYu1YBZHQfwkRRJj7


Generated by Claude Code

The plan is finished, so rewriting its gap table row by row would only
polish a finished document. It gets a closing note instead and keeps its
detail as the planning record it is; the file stays, because issues link
to its lines.

Three things in it are guidance rather than plan, and had no other home:

- the architecture constraint -- the theme is a Remix server over
  pre-built page JSON and never sees the source repository, so anything
  derived from it must arrive as data from a plugin, from mystmd itself
  or from CI. That is why a feature can look impossible here;
- upstream first: check jupyter-book/myst-theme before building
  anything custom, then build here rather than wait, recording
  candidates in UPSTREAM-CANDIDATES.yml;
- how the visual gate and the PR previews work, including that the
  preview's static `myst build --html` exercises the export path the
  Playwright suite never reaches, and that its `myst init` step doubles
  as a migration-readiness check.

All three are now sections of CONTRIBUTING.md, beside the material they
belong with.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UZLpDVYu1YBZHQfwkRRJj7
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PR Preview Action v1.8.1
Preview removed because the pull request was closed.
2026-09-12 04:12 UTC

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🎭 Visual regression results

passed  48 passed
skipped  15 skipped

Details

stats  63 tests across 2 suites
duration  1 minute, 37 seconds
commit  74b8125

Skipped tests

mobile-chrome › theme.spec.ts › QuantEcon theme — visual regression › without JavaScript › drawer-opens-without-javascript
mobile-chrome › theme.spec.ts › QuantEcon theme — visual regression › drawer-closes-when-search-opens
mobile-chrome › theme.spec.ts › QuantEcon theme — visual regression › launch-colab
mobile-chrome › theme.spec.ts › QuantEcon theme — visual regression › live-compute-toggle
mobile-chrome › theme.spec.ts › QuantEcon theme — visual regression › live-compute-toggle-absent-without-thebe
mobile-chrome › theme.spec.ts › On this page outline › outline-pinned-and-nested
mobile-chrome › theme.spec.ts › On this page outline › outline-tracks-scroll
mobile-chrome › theme.spec.ts › On this page outline › outline-unnumbered
mobile-chrome › theme.spec.ts › On this page outline › outline-within-viewport
mobile-chrome › theme.spec.ts › Meta/SEO and notebook output › social-meta
mobile-chrome › theme.spec.ts › Meta/SEO and notebook output › no-canonical-without-site-url
mobile-chrome › theme.spec.ts › Meta/SEO and notebook output › stderr-collapsed
mobile-chrome › theme.spec.ts › Site options reach the theme › site-options
mobile-chrome › theme.spec.ts › Site footer › default-footer-without-part
mobile-chrome › theme.spec.ts › Site footer › declared-part-replaces-default

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🟡 Changes recommended

The CHANGELOG entry links only to the issue rather than the PR required by CONTRIBUTING.md, plus a minor em-dash inconsistency in CONTRIBUTING.md.

Get a fresh assessment by requesting another Copilot review.

Pull request overview

This documentation-only PR closes out PLAN.md (the book-theme parity planning document) now that the #147 cutover gate is complete. Rather than rewriting the finished plan, it adds a closing note marking the file as a no-longer-maintained snapshot, and relocates the three pieces of still-useful guidance out of PLAN.md into CONTRIBUTING.md so they live beside the material they belong with. It is the last item on the #147 gate and is intended to merge after the docs review (#229).

Changes:

  • Add a "Closed" note at the top of PLAN.md pointing readers to docs/, issue #147, and the moved guidance, while leaving the rest of the file untouched.
  • Add three sections to CONTRIBUTING.md: the architecture constraint (theme never sees the source repo), upstream-first guidance, and the CI visual-tests/PR-previews description; also reclassify PLAN.md in the code-comments prose-docs list.
  • Record the change in the ## [Unreleased] section of CHANGELOG.md.
File summaries
File Description
PLAN.md Adds a closing note flagging the plan as a complete, unmaintained snapshot and redirecting to current docs/records; rest unchanged.
CONTRIBUTING.md Adds Architecture, Upstream-first, and CI/PR-previews sections; moves PLAN.md to a trailing clause in the prose-docs list.
CHANGELOG.md Adds an Unreleased Changed entry describing the PLAN.md close-out and the moved guidance.
Review details
  • Files reviewed: 3/3 changed files
  • Comments generated: 2
  • Review effort level: Balanced

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Comment thread CHANGELOG.md Outdated
Comment thread CONTRIBUTING.md Outdated
mmcky and others added 2 commits September 12, 2026 14:04
Eight PRs landed `[Unreleased]` entries while this was open. This branch
adds a `### Changed` entry, so it folds into the Changed section main
already had (the breaking launch change) rather than opening a second one,
and it gains its PR link beside the issue link.

Nothing else conflicted: main has not touched `CONTRIBUTING.md` or
`PLAN.md` since this branch forked.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
The clause added beside the prose-documentation list used a double hyphen
where the surrounding prose uses em dashes -- including the sentence it
continues, and the one above it. The `--` form belongs to this repo's code
comments; CONTRIBUTING.md is prose.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
@mmcky
mmcky merged commit f17d557 into main Sep 12, 2026
4 checks passed
@mmcky
mmcky deleted the claude/funny-meitner-i34zme-218-plan branch September 12, 2026 04:11
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Close out PLAN.md now that the parity plan is complete Book-theme parity cutover — tracking

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