OpenPlan Record

Use this after $openplan-core when conversation, review, or implementation output needs to become durable memory or documentation.

Core Principle

Memory and docs represent the human goal/intent. Do not record agent guesses as the human goal/intent. If the source is not explicit, mark it as inference or pending confirmation.

Record Types

Update Flow

1. Classify the information:

• explicit human goal/intent;
• agent observation;
• evidence-backed project fact;
• temporary session state;
• unresolved question.

1. Choose destination:

• durable preference -> memory;
• project rule/rationale -> docs;
• current continuation state -> handoff;
• quality issue -> review;
• human-facing visualization -> HTML brief.

1. Resolve destination root:

• memory location from platform or user instruction;
• docs root such as .openplan/, docs/, repo root, separate docs repo, or user-provided path;
• temporary output path for disposable briefs.

1. Preserve provenance:

• source statement or artifact;
• date/session when useful;
• confidence;
• scope.

1. Deduplicate before adding.
2. Mark stale or superseded entries instead of silently overwriting when history matters.
3. Before changing durable goal/intent from ambiguous input, ask only if this agent is the human-facing coordinator; otherwise report Human decisions required.

Memory Rules

• Keep memory short and operational.
• Record only stable preferences, constraints, and project-level lessons.
• Do not store transient task progress in memory.
• Do not store secrets.
• Do not inflate memory with explanations that belong in docs.
• If a memory contradicts current docs, report the conflict instead of choosing silently.

Docs Rules

• Docs carry rationale, structure, and shared project truth.
• Separate stable docs from drafts.
• Design/rationale changes need a decision record in projects that use decision records.
• Do not rewrite docs just to mirror conversation unless the human goal/intent is clear.
• Prefer references over duplicated content.
• Keep docs readable by a zero-context future agent or human.
• Treat docs paths as relative to the selected docs root. Do not assume project root.

Output

When asked to update records, produce:

Record classification:
Proposed destination:
Destination root:
Source evidence:
Exact update:
Requires human confirmation: yes/no
Staleness/conflict notes:

If editing is authorized, make the narrowest update and report the changed path.

Use $openplan-garden before broad documentation cleanup, and use it after cleanup when zero-context readability matters.

References

• references/record-policy.md: detailed memory/docs decision policy.
• references/update-contract.md: update proposal and changelog contract.
• assets/claude-code-command.md: Claude Code prompt seed.