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# Implementation Summary

**Session ID**: `phase19-session11-templates-and-planning-context` **Package**: null **Completed**: 2026-06-26 **Duration**: 3 hours

***

## Overview

Completed the cross-package templates and planning-context session for Phase 19. The work adds bounded template detail metadata, source attribution, memory filters, queue-from-template preview/create behavior, auto-improvement attention proposals, and the web Template Workbench while preserving local-first redaction and no-executor boundaries.

***

## Deliverables

### Files Created

| File                                                          | Purpose                                                                                                             | Lines |
| ------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------- | ----- |
| `apps/server/src/lib/templatePlanningContext.ts`              | Server planning-context helper for safe source refs, memory filters, queue previews, and auto-improvement proposals | \~444 |
| `apps/web/src/lib/templatePlanningContext.ts`                 | Web view models for template cards, source badges, memory labels, and queue previews                                | \~379 |
| `apps/web/src/components/orchestration/TemplateWorkbench.tsx` | Searchable Template Workbench with details, memory controls, preview, create action, and UI states                  | \~586 |
| `apps/server/tests/templatePlanningContext.test.ts`           | Server helper coverage for source normalization, memory filtering, previews, and proposals                          | \~179 |
| `apps/web/tests/TemplateWorkbench.test.tsx`                   | UI coverage for template details, source badges, memory controls, preview/create, and failures                      | \~178 |

### Files Modified

| File                                                                  | Changes                                                                                                                             |
| --------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------- |
| `packages/protocol/src/agentTemplates.ts`                             | Added bounded template detail, prompt preview, category/model/tool-scope/read-only metadata, suggestion rationale, and safe parsers |
| `packages/protocol/src/taskQueue.ts`                                  | Added safe queue source attribution refs and parser hardening                                                                       |
| `packages/protocol/src/orchestrationCommandCenter.ts`                 | Added planning context, memory filters, source targets, and auto-improvement target support                                         |
| `apps/server/src/managers/agentTemplates.ts`                          | Expanded built-in template catalog, details, scoring, and queue preview support                                                     |
| `apps/server/src/managers/taskQueue.ts`                               | Preserved and redacted source attribution through queue storage and events                                                          |
| `apps/server/src/managers/planCampaignManager.ts`                     | Threaded memory include/exclude filters through campaign preview/create/refine                                                      |
| `apps/server/src/managers/orchestrationCommandCenter.ts`              | Added source-linked auto-improvement attention proposals                                                                            |
| `apps/server/src/lib/orchestrationValidation.ts`                      | Added template suggestion, detail, preview, queue-create, and blocked raw payload validation                                        |
| `apps/server/src/lib/commandCenterValidation.ts`                      | Added campaign memory filter request parsing                                                                                        |
| `apps/server/src/routes/orchestration.ts`                             | Added template detail, suggestion, preview, and queue-from-template routes with duplicate guards                                    |
| `apps/server/src/server.ts`                                           | Wired planning-context dependencies into orchestration routes                                                                       |
| `apps/web/src/lib/orchestrationApi.ts`                                | Added typed template and planning-context API clients with in-flight duplicate guards                                               |
| `apps/web/src/lib/orchestrationUi.ts`                                 | Added product-facing labels for template, source, memory, and queue preview surfaces                                                |
| `apps/web/src/store/useGameStore.ts`                                  | Normalized template details, source attribution, memory filters, queue preview state, and stale selections                          |
| `apps/web/src/components/orchestration/CommandCenterPanes.tsx`        | Wired Template Workbench into the planning area                                                                                     |
| `apps/web/src/components/orchestration/CampaignWorkbench.tsx`         | Added memory category controls for campaign planning                                                                                |
| `apps/web/src/components/orchestration/OrchestrationCurrentState.tsx` | Added compact safe template/source/memory summaries                                                                                 |
| `apps/web/src/components/orchestration/OrchestrationDrawer.tsx`       | Added safe template, source, memory, and auto-improvement detail rows                                                               |
| `apps/web/src/components/orchestration/OrchestrationShell.tsx`        | Propagated template planning handlers and state                                                                                     |
| `apps/web/src/components/orchestration/OrchestrationTabs.tsx`         | Propagated template planning state into tab content                                                                                 |
| `apps/web/src/components/orchestration/index.ts`                      | Exported the Template Workbench component                                                                                           |
| `packages/protocol/tests/orchestration.test.ts`                       | Added parser coverage for template metadata, source attribution, memory context, and blocked raw fields                             |
| `apps/server/tests/orchestration.test.ts`                             | Added route coverage for template detail, suggestion, preview, queue-create, idempotency, source links, and blocked fields          |
| `apps/server/tests/planCampaignManager.test.ts`                       | Added memory filter campaign coverage                                                                                               |
| `apps/server/tests/commandCenterRoutes.test.ts`                       | Added auto-improvement and source-linked response coverage                                                                          |
| `apps/server/tests/commandCenterManager.test.ts`                      | Added attention proposal coverage                                                                                                   |
| `apps/server/tests/orchestrationDiagnostics.test.ts`                  | Updated diagnostics expectations for the expanded route surface                                                                     |
| `apps/server/tests/websocket.test.ts`                                 | Repaired queue redaction fixtures for the current blocked-field contract                                                            |
| `apps/web/tests/orchestrationApi.test.ts`                             | Added template API client, duplicate guard, and parser failure coverage                                                             |
| `apps/web/tests/orchestrationStore.test.ts`                           | Added store normalization coverage for template/source/memory state                                                                 |
| `apps/web/tests/OrchestrationPanel.test.tsx`                          | Added integrated Template Workbench, queue-from-template, and memory filter coverage                                                |

***

## Technical Decisions

1. **Protocol-first contracts**: Shared template, source attribution, memory filter, and planning-context parsers were extended before server and web behavior to avoid cross-package drift.
2. **Bounded local context only**: Source and memory labels are redacted and bounded before queue, WebSocket, and UI exposure; raw prompts, transcripts, diffs, logs, tokens, paths, and file contents stay blocked.
3. **Queue-from-template, not spawn execution**: Templates can preview and create queue entries with idempotency, but executor spawn behavior remains unavailable until a later guarded execution session.
4. **Manager-owned planning behavior**: Suggestion scoring, source refs, memory filters, queue previews, and auto-improvement proposals stay behind server helpers and managers.

***

## Test Results

| Metric                | Value                              |
| --------------------- | ---------------------------------- |
| Focused tests         | 124 passed                         |
| Websocket repair test | 13 passed                          |
| Full tests            | 2857 passed, 1 skipped             |
| Typecheck             | PASS                               |
| Format check          | PASS                               |
| Lint                  | PASS                               |
| Security scan         | PASS                               |
| Coverage              | Not emitted by configured commands |

***

## Lessons Learned

1. Source attribution needs parser-level and storage-level redaction because broad queue and WebSocket surfaces can expose labels that were safe only in narrow contexts.
2. Template planning UI can ship without broad source-selection UX if the server/API contracts already support selected source refs and the visible workflow starts with local memory filters.
3. WebSocket tests should avoid now-blocked top-level raw fields and place redaction assertions inside accepted bounded attribution fields.

***

## Future Considerations

Items for future sessions:

1. Add broader UI source-selection controls for Quest Board, analysis, project scan, follow-up, and auto-improvement refs once a shared selected-source state contract owns them.
2. Keep template-driven spawn execution deferred until executor capability, authorization, audit, tests, and documentation are complete.
3. Continue routing all planning context through shared protocol parsers before adding terminal, container, collaboration, channel, or notification context.

***

## Session Statistics

* **Tasks**: 22 completed
* **Files Created**: 12
* **Files Modified**: 36
* **Tests Added**: Focused protocol, server, web, route, store, component, and full-suite coverage
* **Blockers**: 0 resolved


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