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skills/ln-312-task-replanner/references/replan_algorithm.md
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skills/ln-312-task-replanner/references/replan_algorithm.md
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# Task Replan Algorithm
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Detailed comparison logic for x-task-coordinator REPLAN MODE. This algorithm determines which operations (KEEP/UPDATE/OBSOLETE/CREATE) to perform when existing tasks are found for a Story.
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## Overview
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When a Story's requirements change and tasks already exist, x-task-coordinator compares the IDEAL task decomposition (from Phase 2) with existing tasks (from Linear) to determine the minimal set of operations needed.
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**Key Principle**: The IDEAL plan from Phase 2 is the source of truth. Existing tasks are compared against this plan.
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## Inputs
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### Phase 2 Output: IDEAL Task Plan
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Result from Story analysis (runs BEFORE checking existing tasks):
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**Structure**:
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- Task count: 1-4 (based on Story complexity)
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- Task titles: Descriptive names (e.g., "Implement token generation endpoint")
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- Task goals: Derived from Story AC
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- Foundation-First ordering: Database → Repository → Service → API
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- Estimate per task: 3-5 hours
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- Guide links: From Story Technical Notes
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**Example IDEAL Plan**:
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```
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IDEAL TASK PLAN (3 tasks, 12h total):
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1. Implement token generation endpoint
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- Goal: Handle POST /auth/token with credentials
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- AC: AC1 (valid credentials), AC2 (invalid credentials)
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- Estimate: 4h
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2. Add token validation middleware
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- Goal: Validate JWT tokens in protected routes
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- AC: AC3 (valid token), AC4 (expired token)
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- Estimate: 3h
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3. Create token refresh logic
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- Goal: Implement token refresh mechanism
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- AC: AC5 (refresh with valid refresh token)
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- Estimate: 5h
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Foundation-First order: ✓
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Guide links: [JWT Best Practices](../../docs/guides/jwt-best-practices.md)
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```
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### Linear Data: Existing Tasks
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From `list_issues(parentId=Story.id)`:
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**Structure**:
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- Task IDs: Linear issue IDs (e.g., "EP7_01", "EP7_02")
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- Titles: Task titles
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- Descriptions: Full 7 sections (Context, Implementation Plan, Technical Approach, AC, Components, Existing Code Impact, DoD)
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- Status: Todo, In Progress, To Review, Done, Canceled
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**Example Existing Tasks**:
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```
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EXISTING TASKS (3 found):
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1. EP7_01: Implement token generation endpoint
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Status: Done
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Created: 2025-11-01
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AC: AC1, AC2
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2. EP7_02: Validate JWT tokens
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Status: Todo
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Created: 2025-11-05
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AC: AC3 (missing AC4!)
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3. EP7_03: Cache tokens in Redis
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Status: Todo
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Created: 2025-11-06
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AC: AC6 (caching requirement)
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```
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## Comparison Algorithm
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### Step 1: Match by Goal
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For EACH task in IDEAL plan:
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1. **Extract goal** from IDEAL plan task title and description
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2. **Search existing tasks** for similar goal:
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- Fuzzy match on titles (e.g., "token generation" matches "Implement token generation")
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- Check AC overlap (do they cover same Story AC?)
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- Look for key terms (e.g., "validation", "refresh", "generation")
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3. **Result**:
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- If **match found** → Candidate for KEEP or UPDATE
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- If **no match** → Mark for CREATE
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For EACH existing task:
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1. **Extract goal** from existing task title and AC
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2. **Search IDEAL plan** for similar goal
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3. **Result**:
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- If **match found** → Candidate for KEEP or UPDATE
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- If **no match** → Mark for OBSOLETE
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### Step 2: Determine Operations
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For EACH existing task:
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#### KEEP Operation
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**Criteria** (ALL must be true):
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- ✅ Task exists in IDEAL plan (goal matches)
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- ✅ AC unchanged (compare Story AC sections referenced in task)
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- ✅ Implementation approach still valid (guide links, patterns)
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- ✅ Status: Any except Done or Canceled
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- ✅ No structural changes needed (Affected Components same)
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**Action**: None (task is already correct)
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**Example**:
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```
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EP7_01: Implement token generation endpoint
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- IDEAL plan has: "Token generation endpoint" (AC1, AC2)
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- Existing task has: AC1, AC2
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- Status: Done
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→ KEEP (task matches IDEAL plan, already complete)
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```
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#### UPDATE Operation
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**Criteria** (ANY must be true):
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- ⚠️ Task in IDEAL plan BUT AC changed
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- New AC added to Story
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- Existing AC modified (conditions changed)
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- AC removed from task scope
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- ⚠️ Technical approach changed
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- New guide links added to Story
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- Architecture patterns updated
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- Technology stack changed
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- ⚠️ Affected components changed
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- New files to modify
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- Different layers involved
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**Constraints**:
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- ✅ Status: Todo or Backlog ONLY
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- ❌ If In Progress/To Review → WARNING, manual review needed (don't auto-update)
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- ❌ If Done → WARNING, never update Done tasks
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**Action**: `update_issue(id, description=new_description)`
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**Example**:
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```
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EP7_02: Validate JWT tokens
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- IDEAL plan has: "Token validation middleware" (AC3, AC4)
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- Existing task has: AC3 ONLY (AC4 missing!)
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- Status: Todo
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→ UPDATE (AC4 "Handle expired tokens" added to Story)
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Changes to apply:
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- Update AC section: Add AC4 scenario
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- Update Implementation Plan: Add expiration check phase
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- Update Technical Approach: Reference token expiration guide
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```
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#### OBSOLETE Operation
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**Criteria** (ALL must be true):
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- ❌ Task NOT in IDEAL plan (no matching goal)
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- ❌ Feature removed from Story AC
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- ❌ OR functionality merged into different task
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**Constraints**:
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- ✅ Status: Todo or Backlog ONLY
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- ❌ If In Progress/To Review → WARNING, manual review needed (don't auto-cancel)
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- ❌ If Done → WARNING, never obsolete Done tasks (work was completed)
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**Action**:
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```
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update_issue(id, state="Canceled")
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```
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Add comment: "Task canceled due to Story replan. Feature removed from requirements."
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**Example**:
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```
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EP7_03: Cache tokens in Redis
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- IDEAL plan does NOT have: Caching task
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- Story AC6 (caching requirement) REMOVED
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- Status: Todo
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→ OBSOLETE (caching is no longer in scope)
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Action: Cancel task, preserve history
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```
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#### CREATE Operation
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**Criteria** (ALL must be true):
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- ✨ Task in IDEAL plan
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- ✨ No existing task matches goal
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- ✨ New requirement added to Story
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**Action**: `create_issue(title, description, parentId=Story.id, ...)` (same as CREATE MODE)
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**Example**:
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```
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IDEAL plan has: "Email validation" (NEW AC6)
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- No existing task for email validation
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- New requirement added to Story
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→ CREATE (new task needed)
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Generate:
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- Title: "EP7_04: Validate email format in registration"
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- Description: Full 7 sections
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- AC: AC6 from Story
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- parentId: Story.id
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```
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### Step 3: Handle Edge Cases
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#### Edge Case 1: Obsolete Task In Progress
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**Scenario**: Task is marked OBSOLETE but status is In Progress or To Review.
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**Problem**: Someone is actively working on this task, auto-canceling would waste work.
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**Action**:
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```
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WARNING: "Task EP7_03 is In Progress but no longer in IDEAL plan. Manual review needed."
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- Do NOT auto-cancel
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- Show in operations summary with ⚠️ warning
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- Let user decide:
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- Complete the task and cancel later?
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- Cancel now and abandon work?
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- Merge work into different task?
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```
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#### Edge Case 2: UPDATE Task To Review
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**Scenario**: Task needs UPDATE (AC changed) but status is To Review (awaiting review).
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**Problem**: Task already completed and awaiting review, updating would invalidate the review.
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**Action**:
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```
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WARNING: "Task EP7_02 is To Review but AC changed. Review may need to restart."
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- Show diff (old AC vs new AC)
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- Let user decide:
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- Update now (review must restart)?
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- Wait for review to complete, then update?
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- Cancel task and create new one?
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```
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#### Edge Case 3: IDEAL Plan Differs from Done Tasks
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**Scenario**: IDEAL plan significantly differs from completed Done tasks.
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**Problem**: Work was completed under old requirements, new requirements are different.
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**Action**:
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```
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WARNING: "Story requirements changed significantly. Done tasks may need follow-up work."
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- NEVER update or cancel Done tasks (preserve completed work)
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- If new requirements conflict with Done work → CREATE new task to address discrepancy
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- Example:
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- Done: "EP7_01: Token generation with JWT"
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- IDEAL: "Token generation with OAuth2" (different approach!)
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- Action: CREATE "EP7_04: Migrate token generation to OAuth2"
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```
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#### Edge Case 4: Multiple Tasks Match Same IDEAL Goal
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**Scenario**: Two existing tasks both match same IDEAL plan goal.
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**Problem**: Duplicate work, unclear which to keep.
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**Action**:
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```
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WARNING: "Multiple tasks match same IDEAL goal. Manual consolidation needed."
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- EP7_02: "Validate JWT tokens" (Todo)
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- EP7_05: "Add token validation" (In Progress)
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- Both match IDEAL: "Token validation middleware"
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Let user decide:
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- Keep EP7_05 (In Progress), obsolete EP7_02?
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- Merge both into one task?
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```
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#### Edge Case 5: AC Count Mismatch
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**Scenario**: IDEAL plan has 5 AC, but distributed differently across tasks than existing tasks.
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**Problem**: AC reassignment between tasks.
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**Action**:
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```
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EXAMPLE:
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IDEAL Plan:
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- Task 1: AC1, AC2, AC3 (endpoint)
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- Task 2: AC4, AC5 (middleware)
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Existing Tasks:
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- EP7_01: AC1, AC2 (endpoint) - Done
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- EP7_02: AC3, AC4, AC5 (middleware) - Todo
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Operations:
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- EP7_01: KEEP (Done, matches AC1, AC2)
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- EP7_02: UPDATE (AC3 moved to Task 1, remove from EP7_02)
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- BUT AC3 implementation may be in EP7_02 code!
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- WARNING: "AC3 reassigned. Manual code review needed."
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```
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## Example Scenarios
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### Scenario 1: AC Change (UPDATE)
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**Story**: US001 OAuth Authentication
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**Change**: AC4 "Handle expired tokens" ADDED to Story
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**IDEAL Plan** (Phase 2):
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```
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1. Token generation endpoint (AC1, AC2)
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2. Token validation middleware (AC3, AC4) ← AC4 NEW!
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3. Token refresh logic (AC5)
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```
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**Existing Tasks**:
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```
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1. EP7_01: Token generation (AC1, AC2) - Done
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2. EP7_02: Validate tokens (AC3 ONLY) - Todo
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3. EP7_03: Token refresh (AC5) - In Progress
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```
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**Comparison**:
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```
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EP7_01 vs IDEAL Task 1:
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- Goals match: ✓ (token generation)
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- AC match: ✓ (AC1, AC2)
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- Status: Done
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→ KEEP
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EP7_02 vs IDEAL Task 2:
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- Goals match: ✓ (token validation)
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- AC match: ✗ (AC3 only, AC4 missing)
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- Status: Todo
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→ UPDATE (add AC4)
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EP7_03 vs IDEAL Task 3:
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- Goals match: ✓ (token refresh)
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- AC match: ✓ (AC5)
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- Status: In Progress
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→ KEEP (In Progress, don't interfere)
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```
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**Operations Summary**:
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```
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KEEP: 2 tasks (EP7_01 Done, EP7_03 In Progress)
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UPDATE: 1 task (EP7_02 add AC4)
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OBSOLETE: 0 tasks
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CREATE: 0 tasks
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```
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**Diff for EP7_02 UPDATE**:
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```diff
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## Acceptance Criteria
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- **Given** valid JWT token in Authorization header
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**When** request is made to protected route
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**Then** request proceeds with authenticated user context
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+ **Given** expired JWT token in Authorization header
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+ **When** request is made to protected route
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+ **Then** return 401 Unauthorized with "Token expired" message
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```
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### Scenario 2: Feature Removed (OBSOLETE)
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**Story**: US001 OAuth Authentication
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**Change**: Caching requirement REMOVED from Story (AC6 deleted)
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**IDEAL Plan** (Phase 2):
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```
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1. Token generation endpoint (AC1, AC2)
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2. Token validation middleware (AC3, AC4)
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3. Token refresh logic (AC5)
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# NO caching task (AC6 removed)
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```
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**Existing Tasks**:
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```
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1. EP7_01: Token generation (AC1, AC2) - Done
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2. EP7_02: Validate tokens (AC3, AC4) - Todo
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3. EP7_03: Cache tokens in Redis (AC6) - Todo ← AC6 REMOVED!
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```
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**Comparison**:
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```
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EP7_01 → KEEP (matches IDEAL Task 1)
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EP7_02 → KEEP (matches IDEAL Task 2)
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EP7_03 → OBSOLETE (no matching goal in IDEAL plan, AC6 removed)
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```
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**Operations Summary**:
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```
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KEEP: 2 tasks
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UPDATE: 0 tasks
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OBSOLETE: 1 task (EP7_03 caching)
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CREATE: 0 tasks
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```
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**Action for EP7_03**:
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```
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update_issue(
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id="EP7_03",
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state="Canceled"
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)
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Add comment:
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"Task canceled due to Story replan. Caching requirement (AC6) removed from Story.
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Original AC6: Cache JWT tokens in Redis with 1-hour TTL.
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Reason: Simplified authentication flow, removed caching complexity."
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```
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### Scenario 3: New Feature Added (CREATE)
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**Story**: US002 User Profile
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**Change**: NEW AC4 "Upload avatar" ADDED to Story
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**IDEAL Plan** (Phase 2):
|
||||
```
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||||
1. Create profile endpoint (AC1)
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2. Update profile endpoint (AC2, AC3)
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||||
3. Upload avatar (AC4) ← NEW!
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||||
```
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**Existing Tasks**:
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||||
```
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||||
1. EP8_01: Create profile (AC1) - Done
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2. EP8_02: Update profile (AC2, AC3) - In Progress
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||||
# NO avatar task
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||||
```
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||||
**Comparison**:
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||||
```
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||||
EP8_01 → KEEP (matches IDEAL Task 1, Done)
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EP8_02 → KEEP (matches IDEAL Task 2, In Progress)
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IDEAL Task 3 → CREATE (no existing task for avatar upload)
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||||
```
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||||
|
||||
**Operations Summary**:
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||||
```
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||||
KEEP: 2 tasks
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UPDATE: 0 tasks
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OBSOLETE: 0 tasks
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CREATE: 1 task (avatar upload)
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```
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**New Task EP8_03**:
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```
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Title: "EP8_03: Implement avatar upload for user profile"
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Description: (7 sections)
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- Context: Users need to upload profile pictures
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- Implementation Plan: File upload, validation, storage, URL generation
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- Technical Approach: Multipart form data, S3/local storage, image processing
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- AC: AC4 from Story (upload, size limits, format validation)
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- Affected Components: src/api/profile.ts, src/services/storage.ts
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- Existing Code Impact: Add storage service, update profile model
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- DoD: Upload works, validation enforced, images stored securely
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Estimate: 4 hours
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parentId: US002
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||||
```
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### Scenario 4: Scope Reduction (Multiple OBSOLETE)
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**Story**: US003 Payment Integration
|
||||
**Change**: PayPal and Refund APIs REMOVED from scope (simplify to Stripe only)
|
||||
|
||||
**IDEAL Plan** (Phase 2):
|
||||
```
|
||||
1. Stripe integration (AC1, AC2)
|
||||
2. Payment webhook (AC3)
|
||||
# PayPal removed
|
||||
# Refund API removed
|
||||
```
|
||||
|
||||
**Existing Tasks**:
|
||||
```
|
||||
1. EP9_01: Stripe integration (AC1, AC2) - Todo
|
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2. EP9_02: Payment webhook (AC3) - In Progress
|
||||
3. EP9_03: PayPal integration (AC4) - Todo ← REMOVED!
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4. EP9_04: Refund API (AC5) - Todo ← REMOVED!
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||||
```
|
||||
|
||||
**Comparison**:
|
||||
```
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||||
EP9_01 → KEEP (matches IDEAL Task 1)
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||||
EP9_02 → KEEP (matches IDEAL Task 2, In Progress)
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||||
EP9_03 → OBSOLETE (PayPal removed)
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||||
EP9_04 → OBSOLETE (Refund removed)
|
||||
```
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||||
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||||
**Operations Summary**:
|
||||
```
|
||||
KEEP: 2 tasks
|
||||
UPDATE: 0 tasks
|
||||
OBSOLETE: 2 tasks (EP9_03 PayPal, EP9_04 Refund)
|
||||
CREATE: 0 tasks
|
||||
```
|
||||
|
||||
**Warning**:
|
||||
```
|
||||
⚠️ EP9_02 (Payment webhook) is In Progress.
|
||||
Ensure webhook handler still works with reduced scope (Stripe only, no PayPal events).
|
||||
Manual review recommended.
|
||||
```
|
||||
|
||||
### Scenario 5: Complex Reassignment
|
||||
|
||||
**Story**: US004 Search Functionality
|
||||
**Change**: AC3 "Pagination" moved from "Search results" task to "Search API" task
|
||||
|
||||
**IDEAL Plan** (Phase 2):
|
||||
```
|
||||
1. Search API with pagination (AC1, AC2, AC3) ← AC3 moved here!
|
||||
2. Search results display (AC4, AC5)
|
||||
# AC3 was in Task 2, now in Task 1
|
||||
```
|
||||
|
||||
**Existing Tasks**:
|
||||
```
|
||||
1. EP10_01: Search API (AC1, AC2) - Done
|
||||
2. EP10_02: Search results (AC3, AC4, AC5) - Todo ← AC3 should move!
|
||||
```
|
||||
|
||||
**Comparison**:
|
||||
```
|
||||
EP10_01 vs IDEAL Task 1:
|
||||
- Goals match: ✓
|
||||
- AC match: ✗ (AC3 missing, now required)
|
||||
- Status: Done
|
||||
→ KEEP (Done, don't update)
|
||||
→ WARNING: AC3 pagination should be in API but implemented in results!
|
||||
|
||||
EP10_02 vs IDEAL Task 2:
|
||||
- Goals match: ✓
|
||||
- AC match: ✗ (AC3 should not be here)
|
||||
- Status: Todo
|
||||
→ UPDATE? (remove AC3, keep AC4/AC5)
|
||||
→ WARNING: AC3 code may be in EP10_02, refactoring needed!
|
||||
```
|
||||
|
||||
**Operations Summary**:
|
||||
```
|
||||
KEEP: 1 task (EP10_01 Done)
|
||||
UPDATE: 1 task (EP10_02 remove AC3 reference)
|
||||
CREATE: 1 task (NEW: Refactor pagination to API)
|
||||
OBSOLETE: 0 tasks
|
||||
|
||||
WARNINGS:
|
||||
- AC reassignment detected (AC3: results → API)
|
||||
- EP10_01 is Done, cannot update
|
||||
- Code refactoring required (move pagination logic)
|
||||
- Manual intervention needed
|
||||
```
|
||||
|
||||
**Recommended Action**:
|
||||
```
|
||||
Create NEW task:
|
||||
EP10_03: "Refactor pagination from results to API"
|
||||
- Goal: Move pagination logic from search results component to search API endpoint
|
||||
- Reason: AC3 reassignment after EP10_01 completion
|
||||
- Implementation: Extract pagination from EP10_02, integrate into API
|
||||
- Testing: Ensure backward compatibility, update existing tests
|
||||
- Estimate: 3 hours
|
||||
```
|
||||
|
||||
## Best Practices
|
||||
|
||||
### 1. Be Conservative with Updates
|
||||
|
||||
- **Prefer CREATE over UPDATE** when in doubt
|
||||
- Updating tasks can invalidate work in progress
|
||||
- Creating new tasks preserves existing work
|
||||
|
||||
### 2. Respect Status
|
||||
|
||||
- **Never auto-update In Progress/To Review tasks**
|
||||
- **Never auto-cancel In Progress/To Review tasks**
|
||||
- **Never update/cancel Done tasks**
|
||||
- Show warnings, let user decide
|
||||
|
||||
### 3. Preserve History
|
||||
|
||||
- Use `state="Canceled"` for obsolete tasks (don't delete)
|
||||
- Add comments explaining why task was canceled
|
||||
- Reference removed AC numbers and reasons
|
||||
|
||||
### 4. Handle AC Reassignment Carefully
|
||||
|
||||
- AC moving between tasks is complex
|
||||
- Code may be in wrong task
|
||||
- Requires manual refactoring
|
||||
- Create explicit refactoring tasks
|
||||
|
||||
### 5. Show Clear Diffs
|
||||
|
||||
- For UPDATE operations, show before/after
|
||||
- Highlight added/removed AC
|
||||
- Show technical approach changes
|
||||
- Make review easy for user
|
||||
|
||||
### 6. Warn About Work Loss
|
||||
|
||||
- If canceling task with partial work → warning
|
||||
- If updating task with code changes → warning
|
||||
- If Done task conflicts with new requirements → create follow-up task
|
||||
|
||||
### 7. Foundation-First Validation
|
||||
|
||||
- Ensure IDEAL plan respects Foundation-First execution order
|
||||
- If replan changes order → warning
|
||||
- Dependencies should flow correctly (Database before Repository before Service before API)
|
||||
|
||||
## Output Format
|
||||
|
||||
### Operations Summary
|
||||
|
||||
```
|
||||
REPLAN SUMMARY for US001:
|
||||
|
||||
IDEAL PLAN (from Story analysis):
|
||||
1. Token generation endpoint (AC1, AC2)
|
||||
2. Token validation middleware (AC3, AC4) ← AC4 ADDED!
|
||||
3. Email validation (NEW AC6) ← NEW!
|
||||
|
||||
EXISTING TASKS:
|
||||
✓ EP7_01: Token generation endpoint
|
||||
Status: Done
|
||||
Operation: KEEP (matches plan, already Done)
|
||||
|
||||
⚠ EP7_02: Token validation middleware
|
||||
Status: Todo
|
||||
Operation: UPDATE (AC4 added to Story)
|
||||
Changes:
|
||||
- Add AC4: Handle expired token scenario
|
||||
- Update Implementation Plan with expiration check
|
||||
- Update Technical Approach: Reference token expiration guide
|
||||
|
||||
✗ EP7_03: Cache tokens in Redis
|
||||
Status: Todo
|
||||
Operation: OBSOLETE (caching removed from Story)
|
||||
Action: Cancel task (state="Canceled")
|
||||
|
||||
NEW TASKS:
|
||||
+ EP7_04: Email validation
|
||||
Goal: Validate email format in registration
|
||||
Estimate: 3 hours
|
||||
AC: New AC6 from Story
|
||||
|
||||
OPERATIONS: 1 keep, 1 update, 1 cancel, 1 create
|
||||
|
||||
WARNINGS:
|
||||
- EP7_02 will be updated (AC changed)
|
||||
|
||||
Type "confirm" to execute all operations.
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
**Version:** 1.0.0
|
||||
**Last Updated:** 2025-11-10
|
||||
Reference in New Issue
Block a user