reuse-surface/specs/PlanCheck.md

# Plan Check

**Repository:** `reuse-surface`
**Artifact:** `specs/PlanCheck.md`
**Status:** Implemented (T02 deterministic matching, T03 LLM rerank, T04
State Hub bridge, T05 ecosystem convention, T06 docs/CI all shipped)
**Schema:** `schemas/plan-check-result.schema.json`

---

## 1. Purpose

`plan-check` closes the consumption loop the registry has lacked since
inception: nothing today nudges an agent planning work in a sibling repo to
query the federated capability index before building. The registry has been
write-mostly. `plan-check` is the query-before-build step — advisory, not a
gate — that matches a draft workplan or a free-text intent against the
federated index and returns a verdict: reuse it, extend it, or it's genuinely
new.

This spec covers the deterministic matching core (T02) and its interfaces
with the optional LLM rerank (T03) and the State Hub capability-request
bridge (T04). It does not cover the ecosystem rollout (T05) — the
session-protocol convention is designed once this spec is implemented and
dogfooded in this repo.

## 2. Design principles

1. **Deterministic core, LLM assist optional.** Keyword/scope/relation
   matching against `registry/indexes/federated.yaml` works with no external
   dependency. `LLM_CONNECT_URL` unlocks a semantic rerank pass; its absence
   degrades gracefully, never blocks.
2. **Advisory, not blocking.** `plan-check` never fails a workplan into
   existence or refuses to let one be created. Adoption comes from the tool
   being useful and from convention (REUSE-WP-0018-T05), not from a gate.
3. **Deterministic matches always rank first.** Whatever the LLM rerank
   proposes, it is listed after — and clearly labeled apart from — the
   deterministic candidates, so a human or agent can trust the base result
   even with `--no-llm`.
4. **Every invocation is a data point.** `--record-outcome` writes an
   append-only fact. This is the raw material for REUSE-WP-0019's reuse
   telemetry — `plan-check` and telemetry share one event schema from day
   one so nothing needs migrating later.

## 3. Input model

Two input shapes, mutually exclusive:

| Input | How it's read |
|---|---|
| Workplan file | Parsed like `registry_update.py`'s git-diff signal collector: YAML frontmatter (`---`-delimited) plus the Markdown body. `title`, the one-liner in the intro paragraph, and any `## Problem statement` / `## Core Idea` heading content feed the match blob. |
| `--intent "free text"` | Used verbatim as the match blob. |

Both normalize to the same internal `MatchQuery { text: str, tokens: set[str] }`
before matching — the matcher does not care which input shape it came from.

## 4. Matching pipeline

Reuses the token-Jaccard approach already proven in `overlaps.py`
(`TOKEN_RE`, `_tokens`) rather than inventing a second scoring method in the
same codebase:

1. **Tokenize** the query blob with the existing `TOKEN_RE`.
2. **Score** against every federated capability's blob (`name` + `summary` +
   `tags` + `discovery.intent` + `discovery.includes`, mirroring
   `overlaps._entry_blob`) via Jaccard similarity.
3. **Rank signal, not just tie-break:** among candidates within
   `--tie-window` (default 0.05) of the top score, prefer the entry with the
   higher discovery/availability vector (a more mature capability is a safer
   reuse bet at equal textual match).
4. **Relation expansion:** if a top candidate has `relations.supports` or
   `relations.related_to` entries, surface them as secondary candidates
   labeled `related` rather than silently dropped.

## 5. Verdict model

| Verdict | Condition | Meaning |
|---|---|---|
| `reuse` | top score ≥ `--reuse-threshold` (default 0.45) | An existing capability already covers this need — link it, don't rebuild it. |
| `extend` | top score in `[--extend-threshold, --reuse-threshold)` (default 0.22–0.45) | Scope overlaps a capability closely enough that extending it is very likely cheaper than a new one — surfaced with an explicit "consider extending" framing. |
| `new` | top score < `--extend-threshold`, or no federated capabilities exist | No good match. Proceed; optionally file a capability request (T04). |

Thresholds are CLI flags, not hardcoded, because the right cutoff will drift
as coverage and entry quality improve (see REUSE-WP-0017). Defaults come from
the same threshold reasoning as `overlaps.py`'s `--threshold 0.28` default,
shifted since plan-check matches short intent text against short summaries
rather than long entry-to-entry blobs.

## 6. Output

### Markdown (TTY default)

```text
# Plan check: reuse | extend | new

**Query:** <workplan title or intent text>

## Top match
- `capability.infotech.issue-tracking` (score 0.52, D4/A2/C2/R1) — issue-core
  > Unified Python/CLI interface for issue tracking across Gitea, GitHub, and GitLab...

## Other candidates
- ...

## Related (via relations.*)
- ...

Verdict: REUSE — link this capability instead of building new.
```

### JSON (`--format json`, agent-consumable)

Validated against `schemas/plan-check-result.schema.json`:

```json
{
  "query": {"source": "workplan|intent", "text": "...", "workplan_id": "..."},
  "verdict": "reuse|extend|new",
  "top_score": 0.52,
  "matches": [
    {"id": "capability.infotech.issue-tracking", "score": 0.52, "vector": "D4/A2/C2/R1", "owner": "issue-core", "kind": "deterministic|llm|related"}
  ],
  "federated_index_updated": "2026-07-06",
  "federated_index_stale_warning": null
}
```

`federated_index_stale_warning` is set when `federated.yaml`'s `updated`
field is older than 14 days — a cheap freshness signal until
REUSE-WP-0019's automatic recompose lands.

## 7. Outcome recording (`--record-outcome`)

Append-only JSONL under `registry/telemetry/plan-check-events.jsonl`
(reuse-surface's own copy; sibling repos get their own via the same schema
when they adopt T05). One line per invocation:

```json
{"ts": "2026-07-07T10:00:00Z", "consumer_repo": "reuse-surface", "capability_id": "capability.infotech.issue-tracking", "verdict": "reuse", "outcome": "reused|extended|new|skipped", "source": "plan-check"}
```

This schema is deliberately identical to the reuse-event schema
REUSE-WP-0019-T04 will implement server-side — `plan-check`'s local JSONL
file is the fallback path when the hub is unreachable, and the same record
shape posts to `POST /v1/reuse-events` once T04/WP-0019 exist. No local
telemetry write ever blocks the primary command.

## 8. Relationship to T03 (LLM rerank) and T04 (State Hub bridge)

- **T03** adds an optional post-pass: send the deterministic top-N candidates
  plus the query text to `llm-connect` for a semantic confidence score and
  possible reordering *within* the deterministic candidate set. It does not
  invent new candidates outside what deterministic matching already found —
  keeps the "deterministic matches always rank first" guarantee simple to
  reason about. Schema-constrained JSON response, mirrors the
  `maintain_llm.py` pattern (graceful skip on missing `LLM_CONNECT_URL`,
  reject malformed responses rather than guess).
- **T04** wires `new` verdicts to `POST /messages/` (State Hub
  `request_capability`-equivalent) and reads back open capability requests
  for `report gaps` to list unmatched. Deferred to its own task since it
  depends on State Hub API shapes this spec does not need to pin down yet.

## 9. Non-goals

- Blocking or gating workplan creation (§2.2).
- Embedding-based / vector-similarity matching — token-Jaccard is the
  deterministic core for consistency with `overlaps.py`; embeddings are an
  LLM-rerank concern (T03), not a second deterministic path.
- Editing sibling repos' rules files directly — that's the template
  propagation mechanism's job (T05), not this tool's.