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Rewrite PLAN.md as the repo's working plan (July 2026)#91

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Rewrite PLAN.md as the repo's working plan (July 2026)#91
mmcky wants to merge 1 commit into
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docs/plan-refresh-2026-07

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@mmcky mmcky commented Jul 1, 2026

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Summary

PLAN.md was a migration-plan snapshot frozen in February 2026. Since then Phase 1 shipped — lecture-dp runs the full chain in production at @v0.8.0 — and a deep technical review (July 2026) of all actions, containers, workflows, docs, and every open issue/PR produced a prioritized backlog that had no home. This PR rewrites PLAN.md as the repo's single forward-looking work plan and updates the README pointer line to match. Net −81 lines.

What changed

Current state now reflects reality: v0.8.0, the June 2026 hardening pass (see #79, #36, #35, #78, #84), a verified consumer table (lecture-dp full chain at @v0.8.0, lecture-python.myst previews at @v0.8.0, test-lecture-python-intro at @v0.6.0), and an honest note that container-mode failure alerting is currently broken (see #83).

Backlog (P0–P3) from the review, headlined by:

Priority Item
P0 Container-mode failure alerting: neither container image installs the gh CLI, so create-failure-issue.sh exits 127 in the documented default configuration — every cache-build failure goes un-alerted (see #83)
P1 Targeted execution reports on cache failure; fix Dependabot conda grouping; hold PRs #86/#87; stable pr-N alias URL for preview-cloudflare (see #14)
P2 Surplus removal: shared PR-comment script, dead asset-url output, Netlify token via env:, standard-mode cache CI coverage, docs trim (see #29, #30, #40)
P3 Safe Dependabot merges (#90, #88), script hardening, small fixes, branch hygiene

Dependency policy section codifies the "bump the science stack as a set" invariant from #28 and records the hold on PRs #86/#87 — both drift the containers off the Anaconda 2025.12 baseline the lecture repos pin, and #87 additionally pulls in pandas 3.0 (major).

Open issues disposition table summarises the triage of all 7 open issues (#83, #14, #29, #30, #18, #27, #2) against current main.

Rollout status replaces the stale Phase 1/2 tables: Phase 1 is complete, previews-first migration is tracked in QuantEcon/meta#327, and the completed February gap analysis is compressed to its two remaining RunsOn verification blockers (the full feature matrix stays in git history).

Verification

Every factual claim in the new PLAN.md was adversarially checked against the current tree and live consumer repos (via gh api on lecture-dp, lecture-python.myst, and test-lecture-python-intro workflows): 12 of 13 checkable claims confirmed exactly; the two figures that failed verification (consumer version cell, docs line count) were corrected before commit.

🤖 Generated with Claude Code

The previous PLAN.md was a migration-plan snapshot frozen in February
2026: Phase 1 (lecture-dp) has since shipped and runs the full chain in
production at v0.8.0, and a July 2026 deep technical review of all
actions, containers, workflows, docs, and open issues/PRs produced a
concrete backlog that had no home.

This rewrite makes PLAN.md the single forward-looking plan:

- Current state: v0.8.0, the June 2026 hardening pass, and a verified
  consumer table (lecture-dp full chain, lecture-python.myst previews)
- Prioritized backlog P0-P3 from the review, e.g. the container-mode
  gh-CLI alerting gap (see #83), missing failure-report artifacts,
  Dependabot conda-group drift (see #28, PRs #86/#87), and the
  preview-cloudflare alias URL (see #14)
- Dependency policy: the Anaconda-baseline "bump as a set" invariant
  and the hold on PRs #86/#87
- Open-issues disposition table from the triage
- Updated rollout status, compressing the completed February gap
  analysis to its two remaining RunsOn verification items

All factual claims were verified against the current tree and live
consumer repos.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Copilot AI review requested due to automatic review settings July 1, 2026 21:33

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Pull request overview

Reworks PLAN.md from a frozen Feb 2026 migration snapshot into the repo’s current, forward-looking working plan (current state, prioritized backlog, dependency policy, and rollout status), and updates README.md to point to the new purpose of the plan.

Changes:

  • Rewrite PLAN.md to reflect the post-v0.8.0 reality, including a prioritized backlog (P0–P3) and updated rollout status.
  • Add/clarify dependency policy guidance (notably “science stack bumps as a coordinated set”).
  • Update the README.md documentation index line describing PLAN.md.

Reviewed changes

Copilot reviewed 2 out of 2 changed files in this pull request and generated no comments.

File Description
README.md Updates the documentation index description for PLAN.md to match its new role.
PLAN.md Replaces the old migration-plan snapshot with an updated working plan (state, backlog, dependency policy, rollout).

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