CascadingDev/olddocs/PROGRESS.md

# CascadingDev Implementation Progress

**Last Updated:** 2025-11-03
**Overall Completion:** ~57% (M0✅ M1✅ M2🚧 M3❌ M4✅)

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## 📊 Quick Status Overview

| Milestone | Target | Status | Completion |
|-----------|--------|--------|------------|
| **M0: Process Foundation** | Foundation docs and setup | ✅ Complete | 100% |
| **M1: Orchestrator MVP** | Core automation working | ✅ Complete | 100% |
| **M2: Stage Automation** | All 7 stages + moderator | 🚧 In Progress | 40% |
| **M3: Gitea Integration** | PR/issue automation | ❌ Not Started | 0% |
| **M4: Python Migration** | Bash → Python hook | ✅ Complete | 100% |

**Current Focus:** Starting Stage 4 (Implementation)

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## ✅ Milestone M0: Process Foundation (100%)

**Goal:** Establish project structure, documentation, and templates

### Core Documentation
- [x] `docs/DESIGN.md` - System architecture (3,018 lines)
- [x] `docs/AUTOMATION.md` - User-facing automation guide
- [x] `docs/INSTALL.md` - Installation instructions
- [x] `CLAUDE.md` - AI assistant guidance
- [x] `AGENTS.md` - Developer guidelines
- [x] `README.md` - Project overview
- [x] `VERSION` - Semantic versioning

### Setup Infrastructure
- [x] `src/cascadingdev/setup_project.py` - Project installer (478 lines)
- [x] `src/cascadingdev/cli.py` - CLI commands (doctor, build, smoke, release, pack)
- [x] `tools/build_installer.py` - Bundle builder
- [x] `tools/bundle_smoke.py` - End-to-end installer test
- [x] `pyproject.toml` - Package configuration

### Templates (6 files)
- [x] `assets/templates/feature_request.md` - Feature request template
- [x] `assets/templates/feature.discussion.md` - Feature discussion template
- [x] `assets/templates/feature.discussion.sum.md` - Summary template
- [x] `assets/templates/design.discussion.md` - Design discussion template
- [x] `assets/templates/design_doc.md` - Design document template (needs enhancement)
- [x] `assets/templates/USER_GUIDE.md` - User guide shipped to projects

### Policy Files
- [x] `config/ai.yml` - AI provider configuration
- [x] `assets/templates/process/policies.yml` - Process policies template

### Ramble GUI
- [x] `assets/runtime/ramble.py` - Feature capture GUI (PySide6/PyQt5)
- [x] `assets/runtime/create_feature.py` - CLI feature creation
- [x] Template META system - JSON metadata in HTML comments

---

## ✅ Milestone M1: Orchestrator MVP + Hook Enhancements (100%)

**Goal:** Python automation engine with cascading rules

### Core Automation Modules (2,469 lines total)
- [x] `automation/config.py` (182 lines) - Rule loading, merging, path resolution
- [x] `automation/runner.py` (146 lines) - Rule evaluation, output generation
- [x] `automation/patcher.py` (720 lines) - AI patch generation and application
- [x] `automation/workflow.py` (533 lines) - Vote tracking, status reporting
- [x] `automation/summary.py` (301 lines) - Summary file formatting
- [x] `automation/agents.py` (438 lines) - AI agent integration
- [x] `automation/ai_config.py` (149 lines) - Multi-provider configuration
- [x] `src/cascadingdev/agent/` (sdk/providers/patcher) - Shared helpers for participant scripts

### Pre-commit Hook
- [x] `assets/hooks/pre-commit` (192 lines bash)
- [x] Secret detection (regex patterns)
- [x] Append-only validation for discussions
- [x] Summary file template creation
- [x] Python module orchestration

### Cascading Rules System
- [x] Hierarchical .ai-rules.yml loading (nearest file wins)
- [x] Template variable support (`{feature_id}`, `{dir}`, `{basename}`, etc.)
- [x] Path normalization and security (blocks `../` escapes)
- [x] Rule merging with override semantics
- [x] 10 rule types defined in `assets/templates/rules/features.ai-rules.yml`

### Multi-Provider AI System
- [x] Three optimization levels (fast/default/quality)
- [x] Fallback chains (Claude → Codex → Gemini)
- [x] Model hint propagation (rule → runner → patcher)
- [x] Cost optimization via intelligent routing
- [x] Environment variable overrides
- [x] Claude subagent setup script (`tools/setup_claude_agents.sh`)
- [x] **AI normalization system** (agents.normalize_discussion())
  - [x] Natural conversation → structured JSON extraction
  - [x] Fast model usage for cost-effective extraction
  - [x] Simple fallback for explicit markers when AI unavailable
  - [x] Two-tier architecture (AI primary, regex fallback)

### Testing Infrastructure
- [x] `tests/test_workflow.py` - Workflow automation tests (vote parsing, participant agents, summaries)
- [x] `tests/test_patcher.py` - Patch generation tests
- [x] `tests/test_runner.py` - Rule evaluation tests
- [x] `tests/test_config.py` - Config loading tests
- [x] `tests/test_utils.py` - Utility tests
- [x] `tests/test_template_meta.py` - Template metadata tests
- [x] `tests/test_build.py` - Build system tests
- [x] **Total: 39 tests (pytest -q), 100% passing**

---

## 🚧 Milestone M2: Stage Automation & Moderator (45%)

**Goal:** Implement all 7 stages of the development lifecycle

### Stage 1: Request (100% ✅)
- [x] Template: `assets/templates/feature_request.md`
- [x] Rule: `feature_request` in features.ai-rules.yml
- [x] Automation: Creates `feature.discussion.md` on commit
- [x] Tested: Working in production

### Stage 2: Feature Discussion (100% ✅)
- [x] Template: `assets/templates/feature.discussion.md`
- [x] Summary template: `assets/templates/feature.discussion.sum.md`
- [x] Rules: `feature_discussion_update`, `feature_discussion_writer`
- [x] Automation:
  - [x] Vote tracking (VOTE: READY/CHANGES/REJECT)
  - [x] **AI normalization** for natural conversation (agents.normalize_discussion())
  - [x] Question extraction from natural language
  - [x] Participant agent scripts (`agents/moderator.py`, `agents/visualizer.py`) invoked via `.ai-rules.yml` `participants`
  - [x] Background participant support (`background: true`) so researcher/visualizer can run asynchronously without casting votes
  - [x] Action item tracking from conversational text
  - [x] Decision tracking with context understanding
  - [x] @mention tracking
  - [x] Timeline generation
  - [x] Summary file updates
  - [x] Simple fallback for explicit line-start markers (DECISION:, QUESTION:, ACTION:)
- [x] Gate creation: `design.discussion.md` when status = READY_FOR_DESIGN
- [x] Tested: `tests/test_workflow.py` covers moderator invocation, idempotency, and visualizer diagram generation plus production validation

### Stage 3: Design Discussion (100% ✅)
- [x] Template: `assets/templates/design.discussion.md`
- [x] **Enhanced template:** `assets/templates/design_doc.md` with comprehensive ADR structure
- [x] Rules: `design_gate_writer`, `design_discussion_writer`
- [x] Automation:
  - [x] Gate creation when feature status = READY_FOR_DESIGN
  - [x] Discussion file generation
  - [x] Design document template ready for AI generation
- [x] **End-to-end tests:** 4 comprehensive tests created (2 passing, 1 skipped, 1 specification)
- [x] Tested: Promotion logic validated via unit tests

**Completed (2025-11-02):**
1. ✅ Enhanced `design_doc.md` template with 14-section ADR structure
2. ✅ Created end-to-end test suite (test_stage_promotion.py)
3. ✅ Validated vote counting and threshold logic
4. ✅ Documented AI vote exclusion behavior

**Remaining Work (5% - Polish):**
- [x] Integrate status update into runner/workflow (currently manual)
- [x] Test design document AI generation in production

### Stage 4: Implementation Discussion (75% 🚧)
- [x] Template: `implementation.discussion.md`
- [x] Template: `implementation/plan.md`
- [x] Template: `implementation/tasks.md`
- [x] Rules: `implementation_gate_writer`
- [x] Rule: `implementation_discussion_writer`
- [ ] Automation:
  - [x] Gate creation when design status = READY_FOR_IMPLEMENTATION
  - [x] Task checkbox tracking (parse `- [ ]` / `- [x]`)
  - [ ] PR/commit linking
  - [ ] Progress tracking roll-up
- [x] Human gate: Require ≥1 human READY vote + all tasks complete
- [x] Tests: Workflow + promotion coverage for implementation stage

**Next Steps:**
1. Track PR/commit references and surface them in summaries
2. Feed implementation progress into higher-level reporting (burn-down, dashboards)

### Stage 5: Testing Discussion (0% ❌)
- [ ] Template: `testing.discussion.md` **← MISSING**
- [ ] Template: `testing/testplan.md` **← MISSING**
- [ ] Template: `testing/checklist.md` **← MISSING**
- [ ] Rules: `testing_gate_writer` **← MISSING**
- [ ] Rule: `testing_discussion_writer` **← MISSING**
- [ ] Automation:
  - [ ] Gate creation when implementation complete
  - [ ] Test result tracking ([RESULT] PASS/FAIL)
  - [ ] Checklist progress
  - [ ] Bug linking
- [ ] Tests: None

**Next Steps:**
1. Create testing templates
2. Design test result format
3. Implement testing rules
4. Add result parser to workflow.py

### Stage 6: Review Discussion (0% ❌)
- [ ] Template: `review.discussion.md` **← MISSING**
- [ ] Template: `review/findings.md` **← MISSING**
- [ ] Rules: `review_gate_writer` **← MISSING**
- [ ] Rule: `review_discussion_writer` **← MISSING**
- [ ] Automation:
  - [ ] Gate creation when testing complete
  - [ ] Finding tracking
  - [ ] Approval tracking
- [ ] Human gate: Require ≥1 human READY vote
- [ ] Tests: None

**Next Steps:**
1. Create review templates
2. Design review findings format
3. Implement review rules
4. Test human gate enforcement

### Stage 7: Release (0% ❌)
- [ ] Template: Changelog generation **← MISSING**
- [ ] Template: Rollback notes **← MISSING**
- [ ] Rules: `release_writer` **← MISSING**
- [ ] Automation:
  - [ ] Changelog from commits
  - [ ] Version tagging
  - [ ] Release notes
- [ ] Human gate: Require maintainer approval
- [ ] Tests: None

**Next Steps:**
1. Design release automation
2. Create changelog generator
3. Implement version tagging
4. Add maintainer role checking

### AI_Moderator Protocol (0% ❌)
- [ ] Nudge system for inactive discussions
- [ ] Escalation paths for blocked features
- [ ] Conversation guidance
- [ ] Question tracking and follow-up
- [ ] Vote reminder system
- [ ] Timeout detection

**Implementation Location:** `automation/moderator.py` (does not exist)

**Next Steps:**
1. Create moderator.py module
2. Implement nudge timing logic
3. Add escalation rules to policies.yml
4. Integrate with workflow.py

### Bug Sub-Cycles (0% ❌)
- [ ] BUG_YYYYMMDD_slug folder structure
- [ ] Bug-specific templates
- [ ] Bug tracking rules
- [ ] Integration with testing stage
- [ ] Bug lifecycle automation

**Next Steps:**
1. Design bug folder structure
2. Create bug templates
3. Add bug rules to features.ai-rules.yml
4. Link bugs to parent features

### Discussion Summaries (90% ✅)
- [x] Marker-based updates (SUMMARY:* blocks)
- [x] Vote tallies
- [x] Question tracking
- [x] Action items
- [x] Decisions
- [x] @mentions
- [x] Timeline
- [ ] Links (PR/commit auto-detection) - partially implemented
- [ ] Snapshots for large discussions

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## ❌ Milestone M3: Gitea Integration (0%)

**Goal:** Integrate with Gitea for PR/issue automation

### Gitea Adapter
- [ ] `automation/adapters/gitea_adapter.py` **← MISSING**
- [ ] Gitea API client integration
- [ ] Authentication setup

### PR Automation
- [ ] Auto-create PRs from implementation stage
- [ ] Link PRs to feature discussions
- [ ] Update PR descriptions with status
- [ ] Auto-label PRs based on stage
- [ ] Comment with review findings

### Issue Tracking
- [ ] Create issues from action items
- [ ] Link issues to discussions
- [ ] Update issue status from discussions
- [ ] Close issues when tasks complete

### Status Reporting
- [ ] Post stage status to PR comments
- [ ] Update PR labels on stage changes
- [ ] Link to discussion summaries
- [ ] Report blocker status

**Next Steps:**
1. Research Gitea API capabilities
2. Design adapter interface
3. Implement basic PR creation
4. Test with local Gitea instance

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## ✅ Milestone M4: Bash to Python Migration (100%)

**Goal:** Migrate from bash-heavy hook to Python-powered automation

### Architecture
- [x] Core rule resolution in Python (automation/config.py)
- [x] Patch generation in Python (automation/patcher.py)
- [x] Bash hook as thin wrapper (192 lines)
- [x] Python modules handle complex logic (2,469 lines)

### Bash Hook Responsibilities (Minimal)
- [x] Secret detection (regex patterns)
- [x] Append-only validation
- [x] Summary file template creation
- [x] Python module orchestration

### Python Module Responsibilities (Core)
- [x] Rule loading and cascading
- [x] AI prompt generation
- [x] Patch generation and application
- [x] Vote tracking and summary updates
- [x] Provider integration and fallback

### Error Handling
- [x] Python exception handling
- [x] Graceful degradation
- [x] Debug logging (.git/ai-rules-debug/)
- [x] Clear error messages

**Status:** Completed early in development (built right from the start)

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## 📈 Overall Progress Summary

### By Component Type

**Templates:** 6/13 (46%)
- ✅ Feature request, discussions (feature, design)
- ❌ Implementation, testing, review templates missing

**Rules:** 10/16 (63%)
- ✅ Request, feature, design rules complete
- 🚧 Implementation gate defined but untested
- ❌ Testing, review, release rules missing

**Automation Modules:** 7/9 (78%)
- ✅ Core modules complete (config, runner, patcher, workflow, summary, agents, ai_config)
- ❌ Moderator, Gitea adapter missing

**Testing:** 18/30+ (60%)
- ✅ 18 tests passing (core automation)
- ❌ Stage promotion tests missing
- ❌ Integration tests needed

**Documentation:** 7/7 (100%)
- ✅ All major docs complete and up-to-date

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## 🎯 Recommended Next Steps

### Short Term (1-2 weeks)
1. **Complete Stage 3:**
   - [ ] Enhance design_doc.md template
   - [ ] Add end-to-end design stage test
   - [ ] Document design stage workflow

2. **Start Stage 4 (Implementation):**
   - [ ] Create implementation templates (discussion, plan, tasks)
   - [ ] Implement task checkbox parser
   - [ ] Add human gate enforcement
   - [ ] Test implementation stage promotion

### Medium Term (3-4 weeks)
3. **Add Stage 5 (Testing):**
   - [ ] Create testing templates
   - [ ] Implement test result tracking
   - [ ] Add checklist automation

4. **Add Stage 6 (Review):**
   - [ ] Create review templates
   - [ ] Implement findings tracking
   - [ ] Add human gate enforcement

### Long Term (5-8 weeks)
5. **Complete Stage 7 (Release):**
   - [ ] Design release automation
   - [ ] Implement changelog generation
   - [ ] Add version tagging

6. **Implement AI_Moderator:**
   - [ ] Create moderator.py module
   - [ ] Add nudge system
   - [ ] Implement escalation paths

7. **Add Bug Sub-Cycles:**
   - [ ] Design bug workflow
   - [ ] Create bug templates
   - [ ] Integrate with testing stage

### Optional (Future)
8. **Gitea Integration (M3):**
   - [ ] Research Gitea API
   - [ ] Implement PR automation
   - [ ] Add issue tracking

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## 📝 How to Update This Document

When completing items:
1. Change `[ ]` to `[x]` for completed checkboxes
2. Update completion percentages in section headers
3. Update "Last Updated" timestamp at top
4. Update "Overall Completion" percentage
5. Update "Current Focus" line
6. Move items from "Next Steps" to checkboxes as work progresses
7. Commit changes: `git add docs/PROGRESS.md && git commit -m "docs: update progress tracking"`

---

## 🔗 Related Documents

- **DESIGN.md** - Full system architecture and design rationale
- **AUTOMATION.md** - User-facing automation guide
- **CLAUDE.md** - AI assistant context and guidance
- **AGENTS.md** - Developer guidelines and conventions
- **README.md** - Project overview and quick start