---
phase: 01-foundation-templates
plan: 04
subsystem: documentation
tags: [templates, gsd-lite, markdown, mermaid, protocol]

# Dependency graph
requires:
  - phase: 01-01
    provides: LOOPS_TEMPLATE.md and CONTEXT_TEMPLATE.md
  - phase: 01-02
    provides: STATE_TEMPLATE.md, BOOTLOADER_TEMPLATE.md, SUMMARY_TEMPLATE.md
  - phase: 01-03
    provides: PROTOCOL_REFERENCE.md and AGENTS.md
provides:
  - Complete template verification and gap closure
  - Mermaid workflow and sequence diagrams
  - Corrected namespace (.gsd-lite instead of .planning)
  - Clarified loop sources (agent + user questions)
  - Context window-relative token budget thresholds
  - Getting Started guide with entrypoint sequence
affects: [Phase 2 session usage, all future template consumers]

# Tech tracking
tech-stack:
  added: []
  patterns:
    - Mermaid diagrams for workflow visualization
    - Sequence diagrams for user onboarding flow
    - Context window-relative thresholds (not absolute percentages)

key-files:
  created: []
  modified:
    - .planning/templates/README.md (Mermaid diagrams, Getting Started)
    - .planning/templates/CONTEXT_TEMPLATE.md (window-relative thresholds)
    - .planning/templates/LOOPS_TEMPLATE.md (loop sources clarification)
    - .planning/templates/BOOTLOADER_TEMPLATE.md (loop sources in checklist)
    - .planning/templates/PROTOCOL_REFERENCE.md (namespace)
    - .planning/templates/STATE_TEMPLATE.md (namespace)
    - .planning/templates/SUMMARY_TEMPLATE.md (namespace)
    - .planning/AGENTS.md (namespace)

key-decisions:
  - "Namespace: Use .gsd-lite/ instead of .planning/ to avoid conflict"
  - "Diagrams: Mermaid over ASCII for maintainability and interactivity"
  - "Token budgets: Window-relative (Claude 40/50%, Gemini 50/60%)"
  - "Loop sources: Both agent discovery AND user questions during session"
  - "Entrypoint: Explicit Getting Started sequence with reading order"

patterns-established:
  - "Mermaid workflow diagrams: Use flowchart with color-coded zones"
  - "Mermaid sequence diagrams: Show user journey for first-time users"
  - "Context window awareness: Adjust thresholds based on LLM window size"

# Metrics
duration: 4min
completed: 2026-01-21
---

# Phase 01 Plan 04: Template Verification & Gap Closure Summary

**Verified template completeness, fixed 5 user-identified gaps: Mermaid diagrams, .gsd-lite namespace, loop source clarification, Getting Started guide, and window-relative token budgets**

## Performance

- **Duration:** 4 min
- **Started:** 2026-01-21T17:04:10Z
- **Completed:** 2026-01-21T17:08:00Z
- **Tasks:** 1 (Task 1 automated verification passed, Task 2 human verification with gap fixes)
- **Files modified:** 8 templates

## Accomplishments

- Automated pre-verification confirmed all templates exist and meet requirements
- Addressed all 5 user-identified gaps in human verification feedback
- Replaced ASCII workflow diagram with interactive Mermaid flowchart
- Corrected namespace from .planning to .gsd-lite across all templates
- Clarified loops originate from both agent discovery and user questions
- Added Getting Started section with Mermaid sequence diagram showing entrypoint flow
- Made token budget thresholds relative to context window size (Claude 200k vs Gemini 1M)

## Task Commits

Each gap fix was committed atomically:

1. **Gap fix: Namespace correction** - `283f25f` (fix)
   - Replaced all .planning/ with .gsd-lite/ across 6 files
   - BOOTLOADER, STATE, README, PROTOCOL_REFERENCE, SUMMARY, AGENTS.md
   - 26 total occurrences corrected

2. **Gap fix: Mermaid workflow + Getting Started** - `283f25f` (feat, included in namespace commit)
   - ASCII workflow → Mermaid flowchart with decision points
   - Added Getting Started section with sequence diagram
   - Shows first-time user journey and reading order

3. **Gap fix: Loop sources clarification** - `9f615e2` (feat)
   - LOOPS_TEMPLATE: Expanded to show agent + user question sources
   - BOOTLOADER: Updated protocol checklist to note both sources
   - Examples of user question patterns during checkpoints

4. **Gap fix: Window-relative token budgets** - `0a40cd4` (feat)
   - CONTEXT_TEMPLATE: Complete rewrite of threshold section
   - Added window-specific guidance (Claude 200k, Gemini 1M, GPT-4 128k)
   - Adjusted STOP thresholds: Claude 50%, Gemini 60%
   - Explained quality degradation relative to window, not absolute count

**Plan metadata:** (to be committed after SUMMARY creation)

## Files Created/Modified

- `.planning/templates/README.md` - Mermaid workflow diagram, Getting Started with sequence diagram, corrected namespace
- `.planning/templates/CONTEXT_TEMPLATE.md` - Window-relative token budget thresholds (Claude vs Gemini)
- `.planning/templates/LOOPS_TEMPLATE.md` - Loop sources clarification (agent discovery + user questions)
- `.planning/templates/BOOTLOADER_TEMPLATE.md` - Loop sources in protocol checklist, corrected namespace
- `.planning/templates/PROTOCOL_REFERENCE.md` - Corrected namespace
- `.planning/templates/STATE_TEMPLATE.md` - Corrected namespace
- `.planning/templates/SUMMARY_TEMPLATE.md` - Corrected namespace
- `.planning/AGENTS.md` - Corrected namespace

## Decisions Made

**Decision 1: Namespace change from .planning to .gsd-lite**
- **Rationale:** User feedback indicated .planning namespace already taken in project structure
- **Impact:** All file path references now use .gsd-lite/ prefix
- **Verification:** Global search confirms zero .planning references remain in templates

**Decision 2: Mermaid over ASCII for workflow diagrams**
- **Rationale:** Mermaid renders interactively, easier to maintain, shows decision logic
- **Implementation:** Flowchart with color-coded zones (start=green, work=orange, summary=purple)
- **Benefit:** GitHub/markdown viewers render as interactive diagram, not static ASCII

**Decision 3: Context window-relative token budgets**
- **Rationale:** LLM windows vary wildly (Claude 200k vs Gemini 1M), absolute percentages don't work
- **Implementation:** Claude/GPT-4 use 40/50% warning/stop, Gemini uses 50/60%
- **Key insight:** Quality degradation relative to window size, not absolute token count

**Decision 4: Loops from both agents AND users**
- **Rationale:** User feedback revealed loops aren't just agent discoveries - user questions during checkpoints matter
- **Implementation:** Added "Loop Capture Workflow" section with two sources
- **Examples:** User asks "Why this approach?", "What about edge case X?" during session

**Decision 5: Explicit Getting Started sequence**
- **Rationale:** User feedback requested clear entrypoint guidance - what to read first, how to follow along
- **Implementation:** Mermaid sequence diagram showing first-time user journey (README → BOOTLOADER → test session → SUMMARY)
- **Time target:** 30 minutes to competence

## Deviations from Plan

None - plan was human verification with gap addressing. All 5 gaps identified in user feedback were addressed systematically.

**Gap resolution summary:**
1. README workflow diagram: ASCII → Mermaid ✓
2. Namespace issue: .planning → .gsd-lite globally ✓
3. BOOTLOADER/LOOPS: Clarified loops from agents + users ✓
4. Entrypoint guidance: Added Getting Started + sequence diagram ✓
5. Token budget relativity: Window-relative thresholds ✓

## Issues Encountered

None. Gap fixes were straightforward:
- Namespace: Global search and replace
- Mermaid: Direct replacement of ASCII section
- Loop sources: Additive documentation, no conflicts
- Getting Started: New section, no existing content to conflict
- Token budgets: Rewrite of thresholds section with window context

## User Setup Required

None - documentation-only changes, no external services or configuration needed.

## Next Phase Readiness

**Phase 1 complete.** All templates verified, gaps closed, ready for Phase 2 usage.

**Templates ready for use:**
- LOOPS_TEMPLATE.md ✓
- CONTEXT_TEMPLATE.md ✓
- STATE_TEMPLATE.md ✓
- BOOTLOADER_TEMPLATE.md ✓
- SUMMARY_TEMPLATE.md ✓
- PROTOCOL_REFERENCE.md ✓
- README.md ✓
- AGENTS.md ✓

**No blockers for Phase 2.** Templates are clear, actionable, and educational as verified.

**Concerns:** None. User feedback addressed, templates production-ready.

---
*Phase: 01-foundation-templates*
*Completed: 2026-01-21*
