docs: session handoff 29 — Phase 3 planning done; sub-phase 3a is next

Twenty-ninth handover. This session drafted ADR-0033 as the
planning artifact for ADR-0030 Phase 3 (SQL DML in Advanced mode).

Documents the ten settled design decisions (Q1-Q10), the dispatch
architecture (SQL-first / DSL-fallback via the new Node::Guard
mechanism), the eleven phased sub-phases (3a-3k) each with their
exit gates, and the open implementation risks (R1-R4).

Points the next session at sub-phase 3a (Node::Guard scaffolding)
as the concrete entry point, with the plan-doc cross-cut matrix
as the immediate prerequisite task. Pins four process lessons
from the Phase-2 session (DA rubber-stamp risk, defer-trap
reflexes, tests-first on gap closure, matrix attribution
verification).

State: 1446 / 0 / 1 passing (unchanged — planning-only session).
Clippy clean.
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# Session handoff — 2026-05-20 (29)
Twenty-ninth handover. This session **closed ADR-0032 Phase 2**
(see `docs/handoff/20260520-handoff-28.md`) and **drafted
ADR-0033** as the planning artifact for ADR-0030 Phase 3 (SQL
DML in Advanced mode). The next session starts implementation
at **sub-phase 3a** — see §3 below for the concrete entry point.
## §1. State at handoff
**Branch:** `main`. The Phase-2 commits were pushed by the user
mid-session; the Phase-3 planning commits in this session are
local-only and ready to be pushed at the user's convenience.
**Tests:** **1446 passing, 0 failing, 1 ignored** (unchanged
from handoff-28 — Phase 3 is planning-only this session).
**Clippy:** clean.
**This session's commits (Phase 3 planning):**
```
<this handoff>
<ADR-0033 + README index commit, pending>
fa417a4 docs: session handoff 28 — Phase 2 closed; Phase 3 is next
```
(All Phase-2 implementation commits are already pushed; see
handoff-28 §1 for the full list.)
## §2. Phase 3 design — settled
Ten design questions were discussed and settled in this session.
The full rationale lives in **`docs/adr/0033-sql-dml-grammar.md`**;
this is the index:
| Q | Topic | Decision |
|-----|----------------------------------------------------------------|---------------------------------------------------------------------------------------------------------|
| Q1 | `INSERT … SELECT` as a row source | **In scope** — recurses through `SQL_SELECT_COMPOUND` |
| Q2 | `INSERT INTO t DEFAULT VALUES` | **OOS** — the planned seed feature covers this case |
| Q3 | `RETURNING` clause on INSERT / UPDATE / DELETE | **In scope** on all three |
| Q4 | UPSERT (`ON CONFLICT … DO NOTHING / DO UPDATE`) | **Full UPSERT in scope** — including `excluded` pseudo-table |
| Q5 | `INSERT OR REPLACE / IGNORE / ABORT / FAIL / ROLLBACK` | **OOS** — SQLite-specific |
| Q6 | `UPDATE table FROM other_table` (multi-table) | **OOS** — SQLite/PostgreSQL extension, confusing pedagogically |
| Q7 | `shortid` auto-fill on SQL INSERT | **Worker post-fill** (parity with DSL `do_insert`) |
| Q8a | INSERT column-count arity mismatch | **Walker ERROR diagnostic**`diagnostic.insert_arity_mismatch` |
| Q8b | Auto-gen column override warning | **Walker WARNING**`diagnostic.auto_column_overridden` |
| Q8c | NOT-NULL-missing-on-INSERT | **Walker WARNING (advisory)**`diagnostic.not_null_missing` |
| Q9 | Cascade summary on SQL DELETE | **Parity with DSL** — shared formatter, WHERE-clause byte-range injection into pre-count subqueries |
| Q10 | `Command` shape for DML execution | **Three typed variants**`SqlInsert` / `SqlUpdate` / `SqlDelete` |
**Dispatch architecture (the hardest call):** Advanced mode runs
SQL-first with DSL fallback via `Choice(SQL_shape, DSL_shape)`
per shared entry word. The mode-gating mechanism requires a new
walker capability — `Node::Guard(fn)`, a zero-byte-consumption
gating node — which is the very first sub-phase's work (§3a in
the ADR).
## §3. Where the next session starts
**Sub-phase 3a — `Node::Guard` + mode-gated Choice mechanism.**
This is the foundation; if it doesn't work cleanly, the
mitigation paths (alternative dispatch mechanisms) are evaluated
before any DML grammar lands. ADR-0033 §"Open implementation
risks" R1 budgets for this explicitly.
**Concrete first-day tasks:**
1. **Read** the following, in order:
- This handoff (you're already doing it).
- `docs/handoff/20260520-handoff-28.md` (Phase 2 closing
state + the four non-blocking observations).
- `docs/adr/0030-advanced-mode-sql-surface.md` (the source
roadmap).
- `docs/adr/0033-sql-dml-grammar.md` (the Phase-3 grammar
ADR — the controlling document for all DML decisions).
- `CLAUDE.md` (project conventions; DA discipline reminder
in particular).
2. **Run baseline:**
```
cargo test # expect 1446 / 0 / 1
cargo clippy --all-targets -- -D warnings # clean
```
3. **Write the Phase-3 implementation plan doc** at
`docs/plans/<date>-adr-0033-phase-3.md`, modelled on
`docs/plans/20260520-adr-0032-phase-2.md`. ADR-0033's
per-sub-phase exit gates are detailed enough that the
plan doc can be focused on the **cross-cut verification
matrix scaffold** (the rows to fill in during 3k). Suggested
matrix sources:
- ADR-0033 §1 (statement shapes) — one row per shape per
row-source variant (VALUES single, VALUES multi-row,
INSERT…SELECT, …).
- ADR-0033 §2 (dispatch) — one row per mode × DSL/SQL
branch.
- ADR-0033 §5 (RETURNING) — one row per statement kind.
- ADR-0033 §6 (shortid auto-fill) — single-row, multi-row,
INSERT…SELECT, override case.
- ADR-0033 §7 (cascade summary) — DSL parity row + WHERE
subquery case (R2 mitigation).
- ADR-0033 §8 (diagnostics) — positive + negative per key.
- ADR-0033 §9 (UPSERT) — DO NOTHING + DO UPDATE rows.
4. **Implement sub-phase 3a** per ADR-0033 §Implementation
notes:
- Add `Node::Guard(fn(&WalkContext) -> Result<(),
ValidationError>)` to `src/dsl/grammar/mod.rs::Node`.
- Add `walk_guard` to `src/dsl/walker/driver.rs`.
- Add the `reject_sql_in_simple_mode` guard function.
- Build the smoke-test grammar (a single experimental
`CommandNode` with a `Choice(SQL_branch_gated,
DSL_branch)` shape that uses two distinguishable tokens).
- Verify the four exit-gate test cases in ADR-0033 §3a.
5. **DA gate (sub-phase 3a):** apply the written DA gate from
ADR-0033 §3a verbatim. The "Does the Guard actually fire
BEFORE the Seq commits?" question is the make-or-break
test — write that test explicitly. If it fails, R1's
mitigation reopens sub-phase 3a with mechanism option (b)
or (c).
6. **Commit** with a message that explicitly names the
mechanism choice (a/b/c) actually used. If you had to fall
back to option (b) or (c), update ADR-0033 §2's "Default
choice" sentence in the same commit.
## §4. Process pins from this session
These are NOT new project rules — they're lessons reinforced
this session that the next session should keep in mind.
### 4.1. DA discipline — first pass is rubber-stamp risk
Phase 2's verification report shipped with a rubber-stamp PASS
on the first DA pass. The user had to challenge it to get
specific critiques. This session's ADR-0033 DA review took two
passes: the first pass produced seven specific critiques, all
addressed in the body; the second pass surfaced an eighth real
gap (the `Node::Guard` capability didn't exist) and added it.
**Pin for sub-phase exits:** DA review lists specific critiques
first, concludes after. A clean PASS without critiques is a
process failure even if the work is sound — the DA hat has to
PROVE engagement.
### 4.2. Defer-trap reflexes
Phase 2 surfaced this pattern repeatedly: when scope expanded,
the implementer's reflex was to label items "out of scope" or
"non-blocking" without user approval, per CLAUDE.md's explicit
prohibition. The user corrected this several times.
**Pin for Phase 3:** every "out of scope" classification must
either (a) be already declared OOS by an ADR, or (b) be
escalated to the user. The default is "in scope, in this
sub-phase, now."
### 4.3. Tests-first on gap closure
Phase 2's 2g rework added 13 tests AFTER the gaps were
discovered, not before. The work was sound but the ordering was
backwards.
**Pin for Phase 3:** when a sub-phase's exit gate exposes a gap
in an earlier sub-phase, write the failing test FIRST, then fix.
This is the bug-fix discipline from CLAUDE.md applied to
gap-closure.
### 4.4. Matrix attribution must be SQL tests, not DSL tests
Phase 2's matrix row "validity indicator fires for SQL" was
attributed to a DSL test (the user-visible bug it left was
fixed in the rework). Generalisable lesson:
**Pin for Phase 3:** when filling the matrix in sub-phase 3k,
each row pointing at a SQL surface must point at a test whose
INPUT is SQL syntax. Cross-check at attribution time, not at
DA-review time.
## §5. Pinned non-blocking observations from Phase 2
These items are from `docs/handoff/20260520-handoff-28.md` §3.
**They're not blockers for Phase 3** but a Phase-3 implementer
may decide to address one or more if they're nearby:
- §3.1 `translate_generic`'s "group by" pattern overbreadth in
`src/friendly/translate.rs`.
- §3.2 Look-ahead probe cost in `src/completion.rs` — second
walk per Tab press when leading scope is empty; not
benchmarked.
- §3.3 Process: tests-after-code on matrix coverage.
- §3.4 Process: matrix attribution wasn't verified row-by-row.
## §6. Open work — unchanged from handoff-28
Same list as handoff-28 §6. Phase 3 (this session's planning
target) is one of the items; the others remain:
- Project storage Iter 5/6.
- Snapshot / replay / undo (U-series).
- m:n convenience (C4); modify relationship (C3a); rename
table (C1); column drops/renames/type changes (B2/C2).
- Friendly-error sweep (H1); strong syntax-help in parse
errors (H1a).
- CI (TT5).
- Session log + Markdown export (V4).
- Readline shortcuts (I1b), multi-line input (I1), tab
completion polish (I3), syntax highlighting (I4).
- ER diagram export (V3).
- Tutorial / lesson system.
## §7. How to take over
1. **Read this file in full.** Then handoff-28, then
ADR-0033, then `CLAUDE.md`.
2. **`cargo test`** — expect **1446 passing, 0 failed, 1
ignored**.
3. **`cargo clippy --all-targets -- -D warnings`** — clean.
4. **First task: write the Phase-3 plan doc** (per §3 step 3).
Don't skip this — the cross-cut matrix is the scaffolding
that lets sub-phases 3b3k know what they're aiming at.
5. **Second task: sub-phase 3a** (`Node::Guard` + mode-gated
Choice mechanism). Per §3 steps 46.
6. **Escalate** any ambiguity not already settled in ADR-0033.
Don't decide silently; don't classify items "out of scope"
without checking.