017 — Amendment: Plan-Doc-First Batch Workflow (2026-07 round) #
Context #
The first four review rounds wrote their conclusions directly into the ledger after the fact. The post-v0.10.5 round (70 upstream commits, v0.10.3→v0.10.5) was large enough that decisions needed to be recorded — and reviewable — before any port PR was opened, and two upstream tracks were too big to either port or silently skip.
Change #
The round introduced a three-artifact workflow on top of the existing process:
- Batch plan doc first (PR #547, merged 2026-07-08): a standalone investigation record with per-commit verdicts in four buckets — already present in fork, port, skip (decision recorded), defer with tracking — plus a PR checklist. Kept verbatim in this folder as batch-2026-07-06-post-v0.10.5.md; the ledger entry for the round points at it instead of restating rationale.
- Port PRs referencing the plan: each port theme landed as its own fork PR —
#541 (gh detection & login-shell hardening), #542 (Zed Preview / IDEA EAP / Nova),
#543 (
TERM_PROGRAM=prowl), #544 (symlink-preserving JSON config writes), #545 (notification sound picker, fork default kept as the classic chime), #546 (mute notifications for the viewed surface, stacked on #545). All merged 2026-07-08. - Linear-tracked deferrals: work too large for the round is moved out of the ledger's "re-evaluate next round" limbo into tracked issues — the remote SSH track (≈ +12k/−3.7k lines) → CLAW-98, the searchable base-ref filter → CLAW-99 — each with the fork's preferred adoption approach captured in the issue.
The round also fixed the baseline-advance ordering: the baseline moves to the new tip
(bcbc4059) only after the batch's port PRs merge (PR #549, commit 2197d13e,
2026-07-09).
Refs #
- PR #547 (batch plan), PRs #541–#546 (ports), PR #549 (baseline advance)
- batch-2026-07-06-post-v0.10.5.md (verbatim record)
- upstream-ledger.md — entry "2026-07-09 — Review through post-v0.10.5"
- Linear CLAW-98, CLAW-99 (CLAW team, project Prowl)
Current state #
Baseline is bcbc4059 (post-v0.10.5). CLAW-98/CLAW-99 remain open deferrals. The next
/check-upstream-changes run diffs against bcbc4059 only. Whether future rounds
always start with a batch plan doc is a per-round judgment; the pattern is available
and this round is its precedent.