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Workflow

This document defines the team workflow for planning, building, testing, and deploying changes in this repository. It complements (does not replace) PLANS.md, which governs ExecPlans for agent-driven work.

Sources of Truth

  • Planning for larger changes: PLANS.md (ExecPlan rules and structure).
  • Quality bar and release guidance: docs/ (if present).

If a detail is missing here but exists elsewhere, add a short pointer here so the workflow stays discoverable.

When to Use an ExecPlan

Use an ExecPlan when any of the following are true:

  • The change is user-facing or changes behavior.
  • The change touches multiple modules/services or requires schema changes.
  • The work has unclear requirements, dependencies, or rollout risk.
  • The work needs coordinated testing or deployment steps.

Small, contained fixes can proceed without an ExecPlan, but should still state scope and acceptance in the PR description.

Planning and Definition of Done

For ExecPlan work, follow PLANS.md exactly. For smaller changes, define:

  • Goal: what the user can do after the change.
  • Acceptance: how to verify it (commands and expected outputs).
  • Tests: the minimum set to run.

Agent-Driven Quality Checklist

Before opening a PR, agents should:

  • Attach an ExecPlan link for non-trivial changes.
  • Run the minimum verification steps for the files or artifacts they touched.
  • Provide a test plan and risk level in the PR template.
  • List milestone commits in the PR when an ExecPlan is used.

Branching and PRs

  • Branch from main.
  • Keep PRs focused and scoped.
  • PR title format: [repo-name] <Title> (per repo instructions).

Branch naming: keep it semantic and concise (e.g., fix-upload-timeout, feat-gap-summary, chore-build-warnings). Review policy: first pass is an agent review; use Playwright MCP for UI verification when relevant. After agent confirmation, human approval is required before merge.