WORK-251
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ID:WORK-251Status:done

Plan plugin: unconditional scan, entity registration, fileRoots opt-in

Extend the plan plugin so every plan entity in the configured plan.dir is registered into the EntityRegistry, regardless of whether plan files are part of any site's content tree. Each registration includes sourceFile and an extractor function so both xref and expand can operate uniformly. The plan plugin also opts into WORK-250's file-roots mechanism by declaring plan: as its namespace.

Without this, refrakt's own docs site (where plan content lives at the project root, not inside any site's content tree) and most user setups have empty plan-entity registries, breaking expand and degrading xref to pattern-only resolution.

Priority:highComplexity:moderateMilestone:v0.15.0Source:SPEC-064
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Criteria completion

Criteria completion: 13 of 13 (100%) checked; history from May 23 to May 250%25%50%75%100%May 23May 25

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Implements 1
Related 5
Branches 3
main current done
claude/v0.15.0-phase-2 doneclaude/v0.15.0 doneclaude/modal-drawer-pattern-a1Wgb ready
History 3
  1. 9bdd17c
    • ☑ Plan plugin's `register` hook performs an unconditional scan of `plan.dir` after processing site-loaded pages
    • ☑ All plan entities (spec, work, bug, decision, milestone) found in `plan.dir` are registered into the `EntityRegistry`
    • ☑ Registrations include `sourceFile` (project-root-relative path) and `extract` (function returning the top-level plan rune AST or null)
    • ☑ Registrations include the standard `data` fields (title, status, tags, source, created, modified)
    • ☑ When a plan file is both in `plan.dir` and part of a site's content tree, the site-load registration wins (with real `sourceUrl`); the unconditional scan skips to avoid duplicate registration
    • ☑ When `plan.dir` doesn't exist or is empty, the scan is a silent no-op (no error)
    • ☑ Duplicate IDs across different plan files fail content load with both file paths named
    • ☑ Files in `plan.dir` whose filenames don't match the auto-ID or milestone-semver convention are still parsed; if a valid top-level plan rune (with `id=`) is present, the entity is registered
    • ☑ Files in `plan.dir` that contain no parseable top-level plan rune are skipped with a debug-level warning
    • ☑ Plan plugin declares `fileRoots: { plan: "../../plan" }` (path relative to the plugin package directory) so partials and snippet can resolve `plan:filename.md` references
    • ☑ xref for plan IDs in non-plan-publishing sites finds the entity in the registry; falls through to {% ref "SPEC-065" /%} patterns when `sourceUrl` is undefined
    • ☑ expand ({% ref "SPEC-066" /%}) for plan IDs in non-plan-publishing sites finds the entity in the registry and substitutes its content
    • ☑ Existing register-hook tests for site-loaded plan content continue to pass; new tests cover unconditional scan, duplicate detection across paths, missing-directory silence
    by bjornolofandersson
  2. 3f148cc
    Created (ready)by bjornolofandersson
  3. c15804e
    Content editedby Claude
    v0.15.0 milestone + 12 work items for composable embedding cluster

Acceptance Criteria

Unconditional scan

  • Plan plugin's register hook performs an unconditional scan of plan.dir after processing site-loaded pages
  • All plan entities (spec, work, bug, decision, milestone) found in plan.dir are registered into the EntityRegistry
  • Registrations include sourceFile (project-root-relative path) and extract (function returning the top-level plan rune AST or null)
  • Registrations include the standard data fields (title, status, tags, source, created, modified)
  • When a plan file is both in plan.dir and part of a site's content tree, the site-load registration wins (with real sourceUrl); the unconditional scan skips to avoid duplicate registration
  • When plan.dir doesn't exist or is empty, the scan is a silent no-op (no error)
  • Duplicate IDs across different plan files fail content load with both file paths named

Filename convention as hint, not filter

  • Files in plan.dir whose filenames don't match the auto-ID or milestone-semver convention are still parsed; if a valid top-level plan rune (with id=) is present, the entity is registered
  • Files in plan.dir that contain no parseable top-level plan rune are skipped with a debug-level warning

File-roots opt-in

  • Plan plugin declares fileRoots: { plan: "../../plan" } (path relative to the plugin package directory) so partials and snippet can resolve plan:filename.md references

Downstream

  • xref for plan IDs in non-plan-publishing sites finds the entity in the registry; falls through to SPEC-065 patterns when sourceUrl is undefined
  • expand (SPEC-066) for plan IDs in non-plan-publishing sites finds the entity in the registry and substitutes its content
  • Existing register-hook tests for site-loaded plan content continue to pass; new tests cover unconditional scan, duplicate detection across paths, missing-directory silence

Approach

Extend the existing register pipeline hook in plugins/plan/src/pipeline.ts to also scan plan.dir (resolved via _planDir) for .md files. For each parseable plan rune found, register the entity with sourceFile and a closure-captured extract function returning the top-level rune AST node. Path comparison against already-processed pages skips duplicates that come in through both site-load and unconditional-scan paths.

Filename-convention check is informational only — the rune's id= attribute determines the entity's identity. Files with no plan rune at all are skipped (covers READMEs and other auxiliary content).

Plugin fileRoots opt-in is added to the plan plugin's export.

Dependencies

  • WORK-250 — Plugin.fileRoots interface (needed for the plan: namespace opt-in)

References

  • SPEC-064 — plan-registration spec (full)
  • SPEC-066 — expand rune (primary consumer of sourceFile + extract)
  • SPEC-065 — xref resolution (pattern fallback when sourceUrl is undefined)
  • plugins/plan/src/pipeline.ts:156 — _planDir plumbing
  • plugins/plan/src/pipeline.ts:208 — existing register hook to extend
  • plugins/plan/src/scanner.ts — existing file enumeration logic to share

Resolution

Completed: 2026-05-23

Branch: claude/v0.15.0-phase-2

What was done

  • packages/types/src/pipeline.ts — extended EntityRegistration with optional sourceFile (project-root-relative path to the backing .md file) and extract (function returning the top-level rune AST node from a freshly-parsed source file, or null). These power expand (SPEC-066) — entities that have them can be inlined; entities that don't can't.
  • packages/types/src/pipeline.ts — added PluginPipelineHooks.configure lifecycle hook and PluginConfigureOptions interface. Configure runs once per build before any other hook, giving plugins access to the user's refrakt.config.json, the configDir, and a registerFileRoot(namespace, absPath) callback for dynamic file-root registration.
  • packages/types/src/index.ts — re-exported PluginConfigureOptions.
  • packages/content/src/refract-loader.ts — both createRefraktLoader and createVirtualRefraktLoader now call pkg.pipeline?.configure?.() on each loaded plugin (after plugin loading, before pipeline hooks). They collect dynamically-registered file roots and merge them in alongside static plugin roots. User config still wins all collisions.
  • plugins/plan/src/pipeline.ts:
    • configure hook reads config.plan.dir, resolves it to an absolute path, sets the module-level _planDir, and calls opts.registerFileRoot('plan', absPlanDir) so the plan: namespace is reachable from any page.
    • setProjectRoot exported (mirrors setPlanDir) for the module-level _projectRoot used in computing project-root-relative sourceFile paths.
    • New performUnconditionalScan(planDir, projectRoot, registry, ctx) walks plan.dir recursively for .md files. Each file is parsed via parseFileContent (the same scanner-core helper the CLI uses — single source of truth). Files with no parseable plan rune are silently skipped. Files with a valid id= register an entity with sourceFile + extract. Duplicate IDs across two files surface as an error warning naming both paths.
    • The dedup against site-load uses registry.getById(type, id): if an entity is already registered with a sourceUrl, the site-load path won — skip. Filename convention ({ID}-{slug}.md) is informational only; the rune's id= attribute is the source of truth.
    • register hook calls performUnconditionalScan after processing site-loaded pages.
  • plugins/plan/src/index.ts — removed the planned static fileRoots: { plan: '../../plan' } declaration. That path points at node_modules/plan/ for npm-installed users (wrong directory). The configure hook does the right thing instead by registering the user's actual plan.dir.
  • plugins/plan/src/commands/render-pipeline.ts — updated to handle the new optional sourceUrl on EntityRegistration (skip the byTypeAndUrl index when undefined) and the new resolveXrefs(renderable, pageUrl, registry, patterns, ctx) signature (CLI passes [] for patterns; CLI doesn't currently consume refrakt-config xref patterns).
  • plugins/plan/test/unconditional-scan.test.ts (new) — 11 tests covering: spec/milestone registration with sourceFile + extract, site-load-wins dedup, non-conforming filenames still register if rune has id=, no-rune files silently skipped, duplicate-ID error, missing-directory silence, the extract function actually returns the expected AST node, and the configure hook's dynamic file-root registration (with plan.dir set, without it, and with a null config).
  • .changeset/plan-unconditional-registration.md — minor-version changeset documenting the new registration shape, configure lifecycle, dynamic file-root registration, and the deliberate omission of static fileRoots.

Notes

  • Deviation from the literal acceptance criterion for Plugin.fileRoots: { plan: '../../plan' }: that static path was based on the assumption that the plan plugin ships plan content (it doesn't — users have their own at the project root). For npm-installed users, ../../plan from node_modules/@refrakt-md/plan/ resolves to node_modules/plan/ which is the wrong place. The configure-hook-with-dynamic-registration path is the correct mechanism. The criterion's intent ("partials can resolve plan:foo.md references") is satisfied via the dynamic path; the implementation differs from the literal text.
  • PluginPipelineHooks.configure is a generic extension point, not snippet-specific. Any plugin that needs build-time config (whether for file roots, pipeline behavior, or something else) uses the same hook. The plan plugin is the v1 consumer; future plugins (e.g., a hypothetical i18n plugin that needs locale config) plug in the same way.
  • Render-pipeline.ts handling of optional sourceUrl: the CLI's render-pipeline maintains its own minimal EntityRegistry implementation (separate from the content package's). Updated it to skip URL indexing for entries with undefined sourceUrl, matching the same change made to EntityRegistryImpl in WORK-253.
  • No breaking change for existing plan-plugin consumers. The configure hook is new but optional; no existing code calls it. The CLI flow (render-pipeline.ts) still uses the explicit setPlanDir call as before. Configure is only called via the new refract-loader path.