Task: Health review 2 — sprint 18 backlog audit and shape check

Table of Contents

This page documents a task in the Sprint health review — System 2 analysis story. It captures the goal, current status, acceptance, and any notes or results.

Goal

Perform a second System 2 health review of sprint 18 at or near sprint close. The focus is correctness of the backlog record rather than load metrics: find stories and tasks with wrong state (e.g. code merged but still STARTED), verify every artefact follows the story/task document contract (required fields, section shapes), and flag or fix anything that would leave the sprint record inconsistent.

Status

Field Value
State DONE
Parent story Sprint health review — System 2 analysis
Now Complete.
Waiting on Nothing.
Next None.
Last touched 2026-05-26

Acceptance

  • Every sprint 18 story has the correct State (DONE if all tasks are merged and closed, STARTED only if active work remains).
  • Every sprint 18 task has: #+branch: set, #+pr: set (if DONE), a * PRs table with [[url][#NNN]] link (if DONE), and Now: Complete. (if DONE).
  • No story or task has a placeholder Goal, empty Acceptance, or un-cleared Plan section.

Plan

Notes

PRs

PR Title
#867 [agile] Sprint 18 health review 2 — backlog audit and shape check
#871 [agile] Sprint 18 shape completeness pass — fill missing branch/pr fields

Review

# Comment summary File Decision Notes
1 * Plan placeholder not cleared in DONE task task_health_review_2.org:55 Applied Removed placeholder text. Fixed in 23ce965b5.
2 #+branch: empty on task_implement_sprint_reviewer task_implement_sprint_reviewer.org:12 Applied Set feature/sprint-health-review. Fixed in 23ce965b5.
3 Waiting on / Next stale in task_fix_db_operations task_fix_db_operations_use_env.org:35 Applied Set Nothing. / None.. Fixed in 23ce965b5.
4 Next stale in task_implement_runbook_doc_type task_implement_runbook_doc_type.org:31 Applied Set None.. Fixed in 23ce965b5.
5 Next stale in system_model_readability story system_model_readability/story.org:27 Applied Set None.. Fixed in 23ce965b5.
6 Waiting on / Next stale in task_rewrite_system_model task_rewrite_system_model.org:31 Applied Set Nothing. / None.. Fixed in 23ce965b5.
7 Next stale in site_pdf_and_manual_book story site_pdf_and_manual_book/story.org:30 Applied Set None.. Fixed in 23ce965b5.
8 Next stale in task_implement_product_backlog_listing task_implement_product_backlog_listing.org:35 Applied Set None. and #+branch: feature/compass-product-backlog. Fixed in 23ce965b5.
9 Next stale in task_fix_workspace_portfolio_book_visibility task_fix_workspace_portfolio_book_visibility.org:33 Applied Set None.. Fixed in 23ce965b5.
10 #+pr: field reportedly empty task_health_review_2.org:12 Not changed Already set to 867 when PR was raised.

PR #871 review round 1

# Comment summary File Decision Notes
1 Step reference says "step 9" after renumbering run_sprint_health_review/runbook.org:111 Applied Changed to "step 10". Fixed in 64cc63f3a.
2 Now field uses prose date instead of Complete. task_investigate_rfl_complexity.org:31 Applied Set Now: Complete.. Fixed in 64cc63f3a.

Result

Review on 2026-05-26 (day 5 of 7)

Goal alignment

Goal Coverage Stories (DONE / STARTED / BACKLOG) Verdict
ORE imports into workspaces WEAK 1 / 1 / 3 AMBER
More ORE types WEAK 0 / 0 / 1 RED
Compass tool STRONG 9 / 0 / 2 GREEN
Backlog refinement tooling STRONG 2 / 0 / 0 GREEN

Goal 1 (ORE imports) has improved marginally since review 1: one story (ore_samples_support) is now STARTED and one task (portfolio/book visibility fix, PR #850) has merged. Three stories remain BACKLOG. With two days left only incremental progress is realistic.

Goal 2 (more ORE types) is fully unstarted — ore_types_example_1 is still BACKLOG with no tasks. This goal will not be achieved this sprint.

Goal 3 (compass) is GREEN: nine stories DONE, two still BACKLOG (compass_product_backlog and compass_pr_review) but the core tool is shipped and functional.

Goal 4 (backlog refinement tooling) is complete.

Scope not serving goals: runbook_support, site_pdf_and_manual_book, sprint_health_review, system_model_readability, user_manual_pdf_build, ores_studio_emacs_dashboard, tufte_skill_port, port_domain_concept_notes are enabler/housekeeping stories with no direct mapping to the four goals. These are legitimate; they should not close the sprint if the primary goals remain unachieved.

Sprint load

Metric Value Target Status
Commits so far 306
Elapsed days 5 of 7 ≤ 7 days GREEN
Commits/day 61.2
Projected at close ~428 ≤ 300 RED

At 306 commits over 5 days the sprint has already exceeded the 300-commit target. Projected close is ~428, well into the RED band. This is a characteristic pattern of an enabling sprint: many small PRs for tooling, docs, and agile scaffolding rather than large feature branches.

Recommendation: Accept the overrun — the nature of this sprint (compass, runbooks, dashboard, site, agile tooling) inherently produces many small commits. Revisit the 300-commit threshold; it may be too tight for sprints with a heavy tooling/doc component.

PR velocity

Metric Value Notes
PRs merged 71 Over 5 days
PRs/day 14.2 High; tooling sprint pattern
Open PRs 2 #865, #866
Longest open PR <1 day Both raised today
WIP accumulation None Clean

PR #865 (workspace list and detail improvements) and PR #866 (manual screenshots + tufte polish) were both raised today and are not WIP accumulation. Merge cadence is healthy.

Recommendation: No action required.

Story and task balance — shape audit

This review's primary focus. The following items have incorrect state or missing required fields.

Tasks with merged PR but wrong state:

Task Story Current state Correct state PR
task_fix_workspace_portfolio_book_visibility ore_samples_support STARTED DONE #850
task_fix_db_operations_use_env ores_studio_emacs_dashboard STARTED DONE #849
task_implement_runbook_doc_type runbook_support STARTED DONE #860
task_rewrite_system_model system_model_readability STARTED DONE #862
task_implement_product_backlog_listing compass_product_backlog BACKLOG DONE #824

Stories with stale state (all tasks done, story still open):

Story Current state Correct state Reason
site_pdf_and_manual_book STARTED DONE Only task task_fix_pdf_and_book_class is DONE
system_model_readability STARTED DONE Only task PR #862 is merged

Tasks with empty #+pr: despite a known PR:

Task Story Known PR
task_health_review_1 sprint_health_review None (written directly; no dedicated PR)
task_implement_sprint_reviewer sprint_health_review #839 — field empty; PRs table has the link

compass_product_backlog story is BACKLOG but task_implement_product_backlog_listing has PR #824 (merged). The story should be at least DONE for that task. task_compass_remember_command is DISCOVERED — either start it or park it.

DONE/total ratio: 17/31 = 55% (sprint.org table); with above fixes applied → 19/31 = 61%. Two days remaining.

Focus signal

Metric Value Verdict
Simultaneously STARTED 7 AMBER
Distinct active worktrees 4
Theme coherence Mixed AMBER

Seven stories are nominally STARTED but four of them will be DONE once the shape fixes above are applied (site_pdf_and_manual_book, system_model_readability, ores_studio_emacs_dashboard tasks, runbook_support). Real in-flight count is 3: ore_samples_support, user_manual_pdf_build, sprint_health_review. That is GREEN.

Overall verdict

Dimension Verdict
Goal alignment AMBER
Sprint load RED
PR velocity GREEN
Story/task balance AMBER
Focus signal AMBER
Overall AMBER

Sprint 18 is on day 5 of 7. The two primary goals (ORE imports, ORE types) remain substantially unachieved; the sprint will close with them BACKLOG or minimally started. The sprint has instead delivered strong compass, tooling, and agile infrastructure output. The record is in reasonable shape but has a cluster of tasks and stories with stale STARTED or BACKLOG states where the code has in fact shipped — these should be corrected before sprint close so the retrospective reads accurately. Sprint load is RED at 306 commits but this is a structural feature of tooling sprints rather than a signal of dysfunction. The most important action before close: fix the five stale tasks and two stale stories flagged above, and make a binary decision on whether to start ore_types_example_1 in the remaining two days or formally defer it.

Emacs 29.1 (Org mode 9.6.6)