tendril/kb/_guides/PROJECT-SETUP-GUIDE/PHASE-1-PLAN.md

Phase 1: Phase Documentation System - Detailed Plan

Objective: Set up phase-based project management with synchronized documents

Status: Ready for Review
Date: 2025-01-27

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Overview

Phase 1 establishes the phase documentation system that will track all project work in synchronized documents. Each phase will have four documents that stay in sync automatically via Cursor rules.

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Tasks Breakdown

Task 1: Create Phase Documentation Templates

Location: tendril/phases/phase-00-foundation/

Files to Create:

1. blueprint.md - Complete phase specification template
2. tasks.md - Task tracking template (mirrors Gitea issues)
3. decisions.md - ADR (Architecture Decision Record) template
4. changelog.md - Change history template

Templates Source: kb/_guides/PROJECT-SETUP-GUIDE/COMPLETE-SYSTEM-REPLICATION-GUIDE.md

Customizations Needed:

• Replace pairs/phases/ with tendril/phases/
• Replace "GitHub issues" with "Gitea issues" in tasks.md
• Update project name to "Tendril"
• Update repository URL to Gitea instance

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Task 2: Populate Phase 0 (Foundation) with Current Project State

Location: tendril/phases/phase-00-foundation/

Data Sources:

• PROJECT_STATUS.md - Current v0.1.0 status
• README.md - Project description and features
• DEVELOPMENT.md - Architecture and roadmap
• Phase 0 work just completed (Cursor rules, directory structure, Gitea docs)

Phase 0 Content to Document:

Blueprint.md:

• Project: Tendril
• Phase: Phase 0: Foundation & Cursor Rules Setup
• Status: ✅ Complete
• Objectives:
  • Establish Cursor rules system
  • Create directory structure
  • Set up agent guidelines
  • Create Gitea documentation
  • Organize phase updates documentation
• Deliverables:
  • .cursorrules file
  • docs/AGENT-GUIDELINES.md
  • docs/GITEA/ documentation suite
  • kb/_guides/PROJECT-SETUP-GUIDE/ organization
  • Complete directory structure
• Timeline: Completed 2025-01-27
• Definition of Done: All Phase 0 tasks completed and committed

Tasks.md:

• Mirror completed work from Phase 0
• Mark all Phase 0 tasks as complete
• Reference commit: 0a131a2

Decisions.md:

• ADR-000: Use Gitea (self-hosted) instead of GitHub
• ADR-001: Use tendril/phases/ directory structure
• ADR-002: Implement comprehensive Cursor rules system
• ADR-003: Create Gitea-specific documentation

Changelog.md:

• 2025-01-27: Phase 0 completed - Established foundation
  • Created .cursorrules with comprehensive rules
  • Created directory structure (phases, KB, workflows, prompts)
  • Created docs/AGENT-GUIDELINES.md
  • Created Gitea documentation suite
  • Organized phase updates documentation
  • Committed all changes (commit 0a131a2)

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Task 3: Create Phase 1 Blueprint for Next Development Cycle

Location: tendril/phases/phase-01-testing-validation/ (or similar name)

Phase 1 Content (based on PROJECT_STATUS.md roadmap):

Blueprint.md:

• Project: Tendril
• Phase: Phase 1: Testing & Validation
• Status: ⏳ Planned
• Objectives:
  • Test with actual Gitea instances (various versions)
  • Test binary discovery on multiple systems
  • Test Docker mode on Linux, macOS, Windows
  • Test with self-hosted Gitea instances
  • Validate error messages are helpful
  • Performance testing with large repositories
• Deliverables:
  • Test results documentation
  • Platform compatibility matrix
  • Error message improvements
  • Performance benchmarks
• Timeline: TBD
• Definition of Done: All testing complete, results documented, issues resolved

Tasks.md:

• Create tasks from PROJECT_STATUS.md "What's Next" section
• Link to Gitea issues when created
• Organize by category (Testing, UX, Documentation, Release)

Decisions.md:

• Will be populated as decisions are made during Phase 1

Changelog.md:

• Will be populated as Phase 1 progresses

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Customizations for Tendril

Directory Structure

• Use: tendril/phases/ (not pairs/phases/)
• Reason: Matches project name and structure

Platform References

• Use: "Gitea" (not "GitHub")
• Tasks.md: "mirrors Gitea issues" (not "GitHub issues")
• Repository: https://git.parkingmeter.info/Mycelium/tendril

Project Context

• Project Name: Tendril
• Current Version: v0.1.0
• Language: Rust (WASM for Zed extension)
• Platform: Gitea (self-hosted)

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Synchronization Rules (Already in .cursorrules)

When blueprint.md is modified:

1. ✅ Update changelog.md with today's date and description
2. ✅ Sync tasks.md with blueprint deliverables
3. ✅ Review decisions.md for new ADRs needed
4. ✅ Verify consistency across all documents

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Files to Create

Phase 0 (Foundation)

tendril/phases/phase-00-foundation/
├── blueprint.md      # Phase 0 specification
├── tasks.md          # Phase 0 tasks (all complete)
├── decisions.md       # Phase 0 ADRs
└── changelog.md      # Phase 0 change history

Phase 1 (Testing & Validation)

tendril/phases/phase-01-testing-validation/
├── blueprint.md      # Phase 1 specification
├── tasks.md          # Phase 1 tasks (from PROJECT_STATUS.md)
├── decisions.md      # Phase 1 ADRs (empty initially)
└── changelog.md      # Phase 1 change history (empty initially)

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Review Checklist

Before implementing Phase 1, verify:

• Templates use tendril/phases/ (not pairs/phases/)
• All references say "Gitea" (not "GitHub")
• Tasks.md says "mirrors Gitea issues"
• Project name is "Tendril" throughout
• Repository URL is Gitea instance
• Phase 0 content accurately reflects completed work
• Phase 1 objectives align with PROJECT_STATUS.md roadmap
• All dates are in YYYY-MM-DD format
• Status indicators are consistent (✅ Complete, 🔄 In Progress, ⏳ Planned)

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Next Steps After Phase 1

Once Phase 1 is complete:

• Phase 2: KB System Setup
• Phase 3: Gitea Actions Workflows
• Phase 4: LLM Usage Guides
• Phase 5: Documentation Migration
• Phase 6: Validation and Testing

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Location: kb/_guides/PROJECT-SETUP-GUIDE/PHASE-1-PLAN.md
Related: kb/_guides/PROJECT-SETUP-GUIDE/COMPLETE-SYSTEM-REPLICATION-GUIDE.md, PROJECT_STATUS.md