Review: Update note-conventions for 14-type system

review-484-2026-03-27 Review

review ready

Verdict: READY

Template Completeness

Issue type: Task. Evaluated against template-issue (Task variant: Scope section replaces File Targets).
  • [x] Type header -- "Task"
  • [ ] Lineage -- Missing. Parent spike is referenced in Related but not in a Lineage section. Minor: the Related section does reference forgejo_admin/claude-custom #180 as parent spike.
  • [ ] Repo -- Missing explicit Repo section. Since the work target is a pal-e-docs note (updated via MCP tools), repo is ambiguous. See Repo Placement below.
  • [ ] User Story -- Missing. Task type may omit this per convention, but the template still includes it.
  • [x] Scope -- Present and detailed. Lists all 14 types, the 5 sections to update, and the removed types.
  • [x] Acceptance Criteria -- 4 clear, verifiable criteria.
  • [ ] Test Expectations -- Missing. Acceptable for a doc-only Task (no code to test).
  • [ ] Constraints -- Missing. No constraints needed for a doc update.
  • [ ] Checklist -- Missing. Standard PR checklist not applicable (MCP update, no PR).
  • [x] Related -- Present. References project and parent spike.
Assessment: Missing sections are either inapplicable to doc-only Tasks (Test Expectations, Constraints, Checklist) or minor gaps (Lineage, Repo, User Story). The Scope and AC sections are well-defined. Acceptable for a Task type.

Traceability

  • [x] story:pm-scope label -- PM manages note type taxonomy. Correct.
  • [x] arch:note-system label -- Note type system component. Correct.
  • [x] Forgejo issue -- forgejo_admin/claude-custom#182, state: open.
  • [x] track:agency label -- Additional traceability to agency track.

File Targets

Task type -- no file targets. Scope describes updating the note-conventions pal-e-docs note via MCP tools (update_note, create_block, update_block).

Repo Placement

Observation: Issue is filed on forgejo_admin/claude-custom but the work target is a pal-e-docs database note, not a claude-custom code file. The parent spike (#180) is also on claude-custom, keeping lineage consistent. Since pal-e-docs notes are updated via MCP tools (not file edits), there is no "correct" repo -- claude-custom is acceptable as the orchestration repo for agency work. No mismatch that would block execution.

Dependencies

  • Parent spike (#180, board item #478) -- in_progress. This ticket is a child deliverable of the spike.
  • #480 (Add 4 new NoteTypes to API, pal-e-api #223) -- done. Required for the new types to be valid in the database.
  • #481 (Data migration: retype doc notes, pal-e-api #224) -- done. Existing notes retyped to new types.
  • #486 (Create template notes for new types, claude-custom #185) -- done. Templates exist for new types.
  • #487 (Update template-board, template-ticket, template-project-page, claude-custom #186) -- done. Templates updated for 14-type system.
  • #482 (Remove deprecated NoteTypes from enum, pal-e-api #225) -- backlog. Downstream of this ticket.
  • #483 (Expand check-note-template.sh for new types, claude-custom #183) -- backlog. Downstream (hook enforcement follows convention update).
All upstream dependencies are satisfied. No blockers.

Acceptance Criteria

All 4 AC are already satisfied in the current state of note-conventions.
  • [x] AC1: "note-conventions documents exactly 14 types" -- Note Types table has exactly 14 rows.
  • [x] AC2: "Each type has enforcement chain status" -- Enforcement Chain column present for all 14 types.
  • [x] AC3: "Frozen type section explains plan/phase" -- Frozen Types section with 5 rules present.
  • [x] AC4: "No references to deprecated types as active" -- Key decisions list calls out removed types. Table marks plan/phase as FROZEN.
Implication: This work appears to have been executed as part of the parent spike (#180) or a sibling ticket. The Forgejo issue should likely be closed. An agent executing this ticket would find nothing to do.

Blast Radius

Low. This is a documentation-only update to a single pal-e-docs note. No code changes, no downstream breakage. Related hooks (check-note-template.sh) reference note_type but are covered by separate ticket #483.

Decomposition

No decomposition needed. Single note update via MCP tools. 4 AC, all verifiable. Well under the 5-minute rule -- the work is already done and an agent would only need to verify and close.

Recommendation

  • [SCOPE] Work appears already completed. Verify with Lucas: close issue #182 as done, or identify any remaining gaps in note-conventions that still need updating.
  • [BODY] Minor: Add explicit ### Repo section noting "pal-e-docs note (via MCP tools, no repo file changes)" for clarity.
  • [BODY] Minor: Add ### Lineage section: "Child of forgejo_admin/claude-custom #180 (parent spike)."
If work is confirmed complete, verdict upgrades to CLOSE AS DONE. If gaps remain, verdict stays READY -- the scope is clear and all dependencies are met.