cc-os/docs/adr/0042-retire-planka-git-issu...

5.0 KiB

id date status supersedes superseded-by affected-paths affected-components
0042 2026-07-16 Accepted 0033
plugins/os-backlog/
.cc-os/config
docs/adr/0033-tracker-routing-planka-is-state-git-issues-are-specs.md
docs/adr/0029-os-backlog-card-move-with-cli-enforced-column-ownership-afk-ready-cards-skip-review.md
docs/implementation-status/os-backlog.md
os-backlog
to-issues
os-status
planka-api

0042 — Retire Planka: git issues are the single tracker for state and specs

Context

ADR-0033 split tracking across two surfaces: Planka for task state, git issues for durable specs, conceding up front the cost of 'two tracking surfaces per code project.' A reassessment on 2026-07-16 (four-perspective subagent review + live board snapshot) found the cost never earned itself back. Empirically: since os-backlog finished building (2026-07-13), the only Planka board with any activity is cc-os itself — the plugin tracking its own construction; the one client board (philly-search-engine-marketing) froze 2026-07-09 with no card ever moved past Backlog/Waiting; all other boards hold 0-2 onboarding-era cards. All real work flowed through Forgejo/GitHub issues. Structurally: the issue-wakeup automation (ADR-0035/0036) already polls git issues, not Planka, so the surface wired into the loop that drives sessions was always the issue tracker; and the Planka integration rests on a reverse-engineered undocumented API (see vault note reference/planka-v2-api-gotchas.md: direct Postgres workarounds, no scoped tokens per upstream issue #945, an unpublished lockstep gem) — a standing maintenance tax with no team to absorb it. The one workload Planka was designed for (non-repo, human-curated work) went untested, but the user has independently concluded client management belongs in dedicated tools (Invoice Ninja et al.), making that use case untestable by construction.

Decision

Retire Planka from the operating layer. Git issues (Forgejo via tea, GitHub via gh, or in-repo via repo:) become the single tracker for BOTH task state and durable specs. The tracker key grammar in .cc-os/config drops planka:; forgejo:/github:/repo: remain. Task state is modeled with issue labels: priority (P0-P3) and autonomy (hitl/semi/afk-ready) labels carry over unchanged; column semantics collapse to open/closed plus a small state-label set, with human curation expressed as a human-applied 'next' label (AI never applies or removes it — preserving ADR-0029's human-curation intent without its Planka mechanics). Non-repo/process/ops work gets a home as issues in a private ops repo (repo:- or forgejo:-tracked) rather than a kanban board. ADR-0029's CLI-enforced column-ownership rules governed a surface this decision removes and are retired with it; its durable content (autonomy-label semantics, human-owned curation gate) is re-expressed in the label scheme above. The Planka server decommission, planka-api gem archival, and os-backlog plugin rework are executed via an OpenSpec change; existing live cards are migrated to issues or closed with human sign-off on the client board.

Consequences

Easier: one tracking surface per project (the card-as-pointer and promotion rules of ADR-0033 become unnecessary and are dropped); the wakeup path and the tracking surface are now the same system; the os-backlog plugin sheds the planka-api gem dependency, board_ensurer/board_resolver/board_spec and most of cards.rb, the card-triage and board-audit agents, bot-credential lifecycle, and the name-only board-lookup defect; no self-hosted tracker server to patch and back up; the SessionStart process-rules note shrinks. Harder: no kanban/WIP visualization — a unified dashboard over git issues is explicitly deferred until it is a felt pain point; cross-column state expressiveness is reduced to labels; the untested non-repo/human-curated workload loses its designated surface and must prove out in an ops repo (revisit if that chafes); the retirement itself costs a migration pass over ~30 live non-Done cards and a plugin rework.

Alternatives rejected

  1. Keep ADR-0033 as-is — rejected: one week of maximally favorable live use produced zero organic pull toward the second surface, while the conceded two-surface cost (plus server, gem, credentials) kept accruing; the design's own automation already bypassed Planka. 2) Keep Planka dormant-but-installed as a hedge — rejected unanimously by all four review perspectives: dormant infra keeps the maintenance surface of 'kept' (unpatched server holding live bot credentials, gem rot, session-note tokens) while returning the value of 'removed'; if a board is ever wanted again, rebuild against the pain point that actually materializes. 3) Keep a single scoped Planka board for ops/recurring work only — rejected: the entire server+gem+credential stack would persist to serve one recurring card that an ops-repo issue models fine. 4) Columns-as-labels inside Planka — rejected: changes vocabulary, removes none of the infrastructure; the valid kernel (label-modeled state) is adopted on the git-issues side instead.