feat(ce-plan): add conditional visual aids to plan documents (#440)

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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Trevin Chow
2026-03-29 12:18:31 -07:00
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@@ -578,6 +578,38 @@ For larger `Deep` plans, extend the core template only when useful with sections
- Do not expand implementation units into micro-step `RED/GREEN/REFACTOR` instructions
- Do not pretend an execution-time question is settled just to make the plan look complete
#### 4.4 Visual Communication in Plan Documents
Section 3.4 covers diagrams about the *solution being planned* (pseudo-code, mermaid sequences, state diagrams). The existing Section 4.3 mermaid rule encourages those solution-design diagrams within Technical Design and per-unit fields. This guidance covers a different concern: visual aids that help readers *navigate and comprehend the plan document itself* -- dependency graphs, interaction diagrams, and comparison tables that make plan structure scannable.
Visual aids are conditional on content patterns, not on plan depth classification -- a Lightweight plan about a complex multi-unit workflow may warrant a dependency graph; a Deep plan about a straightforward feature may not.
**When to include:**
| Plan describes... | Visual aid | Placement |
|---|---|---|
| 4+ implementation units with non-linear dependencies (parallelism, diamonds, fan-in/fan-out) | Mermaid dependency graph | Before or after the Implementation Units heading |
| System-Wide Impact naming 3+ interacting surfaces or cross-layer effects | Mermaid interaction or component diagram | Within the System-Wide Impact section |
| Problem/Overview involving 3+ behavioral modes, states, or variants | Markdown comparison table | Within Overview or Problem Frame |
| Key Technical Decisions with 3+ interacting decisions, or Alternative Approaches with 3+ alternatives | Markdown comparison table | Within the relevant section |
**When to skip:**
- The plan has 3 or fewer units in a straight dependency chain -- the Dependencies field on each unit is sufficient
- Prose already communicates the relationships clearly
- The visual would duplicate what the High-Level Technical Design section already shows
- The visual describes code-level detail (specific method names, SQL columns, API field lists)
**Format selection:**
- **Mermaid** (default) for dependency graphs and interaction diagrams -- 5-15 nodes, no in-box annotations, standard flowchart shapes. Use `TB` (top-to-bottom) direction so diagrams stay narrow in both rendered and source form. Source should be readable as fallback in diff views and terminals.
- **ASCII/box-drawing diagrams** for annotated flows that need rich in-box content -- file path layouts, decision logic branches, multi-column spatial arrangements. More expressive than mermaid when the diagram's value comes from annotations within nodes. Follow 80-column max for code blocks, use vertical stacking.
- **Markdown tables** for mode/variant comparisons and decision/approach comparisons.
- Keep diagrams proportionate to the plan. A 6-unit linear chain gets a simple 6-node graph. A complex dependency graph with fan-out and fan-in may need 10-15 nodes -- that is fine if every node earns its place.
- Place inline at the point of relevance, not in a separate section.
- Plan-structure level only -- unit dependencies, component interactions, mode comparisons, impact surfaces. Not implementation architecture, data schemas, or code structure (those belong in Section 3.4).
- Prose is authoritative: when a visual aid and its surrounding prose disagree, the prose governs.
After generating a visual aid, verify it accurately represents the plan sections it illustrates -- correct dependency edges, no missing surfaces, no merged units.
### Phase 5: Final Review, Write File, and Handoff
#### 5.1 Review Before Writing
@@ -593,6 +625,7 @@ Before finalizing, check:
- Deferred items are explicit and not hidden as fake certainty
- If a High-Level Technical Design section is included, it uses the right medium for the work, carries the non-prescriptive framing, and does not contain implementation code (no imports, exact signatures, or framework-specific syntax)
- Per-unit technical design fields, if present, are concise and directional rather than copy-paste-ready
- Would a visual aid (dependency graph, interaction diagram, comparison table) help a reader grasp the plan structure faster than scanning prose alone?
If the plan originated from a requirements document, re-read that document and verify:
- The chosen approach still matches the product intent