rename DOM coverage copy policy

Objective: Rename Slate v2 DOM coverage copy policy values from include-model and summary-only to model and summary across public API, examples, docs, tests, and changesets.

Goal plan: docs/plans/2026-05-31-rename-dom-coverage-copy-policy.md

Template: docs/plans/templates/task.md

Primary template: docs/plans/templates/task.md

Applied packs:

• docs
• package-api
• browser

Task source:

• type: user request
• title: rename copy policy values
• acceptance criteria: no current source/test/docs references to old copy policy values; focused package and browser checks pass; changesets document the public API rename.

Completion threshold:

• DOMCoverageCopyPolicy exposes model, summary, exclude, and materialize.
• Defaults and examples use model.
• Docs explain all four copy policies as current-state API.
• Focused package tests, hidden-content browser rows, and bun check pass in /Users/zbeyens/git/plate-2/.tmp/slate-v2.

Verification surface:

• bun test ./packages/slate-dom/test/dom-coverage.ts ./packages/slate-dom/test/clipboard-boundary.ts
• cd packages/slate-react && bun test:vitest -- keyboard-input-strategy-contract selection-reconciler-contract dom-coverage-native-bridge-contract dom-strategy-and-scroll dom-coverage-boundary-contract
• PLAYWRIGHT_BASE_URL=http://localhost:3100 PLAYWRIGHT_RETRIES=0 bunx playwright test playwright/integration/examples/hidden-content-blocks.test.ts playwright/integration/examples/query-controls.test.ts --project=chromium --grep "hidden content|query controls"
• bun check
• rg -n "include-model|summary-only" --glob '!site/out/**' --glob '!node_modules/**' .

Constraints:

• Keep the rename hard-cut: no compatibility aliases.
• Do not create PRs, commits, or pushes.
• Do not broaden into unrelated DOM coverage behavior.

Boundaries:

• Source of truth: .tmp/slate-v2 Slate v2 package and example sources.
• Allowed edit scope: DOM coverage copy policy source, tests, examples, docs, and changesets.
• Browser surface: /examples/hidden-content-blocks.
• Tracker sync: N/A, no tracker item.
• Non-goals: hidden-content selection, find, and virtualization behavior.

Blocked condition:

• Block only if the focused tests or bun check expose a real failure outside this rename that cannot be isolated without user direction.

Task state:

• task_type: public API rename
• task_complexity: normal
• current_phase: closeout
• current_phase_status: complete
• next_phase: final response
• goal_status: complete-ready

Current verdict:

• verdict: complete
• confidence: high
• next owner: user
• reason: source, docs, changesets, focused tests, browser rows, and bun check all agree on the new names.

Completion rule:

• Complete the goal only after this file passes the autogoal completion check.

Start Gates:

Gate	Applies	Evidence
Skill analysis before edits	yes	autogoal, task, and changeset loaded.
Active goal checked or created	yes	Active goal created for this rename.
Source of truth read before edits	yes	rg located copy policy API, runtime, examples, docs, and tests.
Tracker comments and attachments read	no	N/A: user chat request only.
Video transcript evidence required	no	N/A: no video evidence for this rename.
docs/solutions checked for non-trivial existing-code work	no	N/A: narrow API rename, local source search was sufficient.
TDD decision before behavior change or bug fix	yes	Rename is API contract work; existing focused tests cover behavior.
Branch decision for code-changing task	yes	N/A: no branch work requested.
Release artifact decision	yes	Changesets updated for slate-dom and slate-react.
Browser tool decision for browser surface	yes	Automated Playwright proof covers the route/control behavior.
PR expectation decision	yes	N/A: no PR requested.
Tracker sync expectation decision	yes	N/A: no tracker.
Docs pack selected	yes	Docs pack applied; docs/libraries/slate-react/editable.md updated.
docs-creator loaded	no	N/A: small API reference table, not docs-dominant work.
Docs lane selected	yes	Supporting docs lane.
Target docs and nearest sibling docs read	yes	docs/libraries/slate-react/editable.md DOM Coverage Boundaries section read.
Docs style doctrine read	yes	Repo instruction: docs describe latest state only.
Documented source owner identified	yes	Source owner is DOM coverage boundary/copy runtime.
Package/API pack selected	yes	Public string literal union changed.
Public surface or package boundary identified	yes	DOMCoverageCopyPolicy and copyPolicy props.
Release artifact path selected	yes	.changeset files updated.
changeset skill loaded when .changeset is required	yes	changeset skill read.
Barrel/export impact decision recorded	yes	N/A: no exports or file layout changed.
Browser pack selected	yes	Hidden-content example controls touched.
Browser route / app surface identified	yes	/examples/hidden-content-blocks.
Browser tool decision recorded	yes	Playwright route proof used for deterministic coverage.
Console/network caveat policy recorded	yes	N/A: no manual browser console/network audit for string literal rename.

Work Checklist:

• Objective includes outcome, completion threshold, verification surface, constraints, boundaries, and blocked condition.
• Task source classified with source type, title, task type, acceptance criteria, caveats, likely files/routes/packages, browser surface, and root-cause layer.
• Required video or screen-recording evidence is cached/read as normalized XML, or marked N/A with reason.
• Nearby repo instructions and implementation patterns read before edits.
• Implementation fixes the right ownership boundary, or the narrower choice is recorded with reason.
• Release artifact requirement recorded: changesets updated.
• Final handoff shape decided: concise source/test summary.
• Branch handling recorded: N/A, no branch requested.
• Local-env-rot retry policy recorded: N/A, no env-rot failure shape.
• Workspace authority recorded: verification commands ran in .tmp/slate-v2 or its owning package.
• High-risk note recorded: public API rename is hard-cut; tests and changesets prove callers see only the new names.
• Review/autoreview target selected or marked N/A: N/A, narrow mechanical rename with green focused and full fast checks.
• Agent-native review decision recorded: N/A, no agent/tooling behavior changed.
• Docs pack: docs lane, target docs, nearest sibling docs, and source owner recorded.
• Docs pack: every named API, option, route, and demo claim is source-backed.
• Docs pack: docs use current-state reference voice.
• Docs pack: links, anchors, and previews are N/A for this table-only docs change.
• Package/API pack: public API, package boundary, export, and release-artifact impact recorded.
• Package/API pack: release artifact matrix applied via .changeset.
• Package/API pack: .changeset work loaded changeset.
• Package/API pack: registry-only work is N/A.
• Package/API pack: no-artifact decisions are N/A because package users see a public API delta.
• Package/API pack: compatibility, migration, or hard-cut decision is explicit.
• Package/API pack: package-owned typecheck/test proof recorded.
• Package/API pack: generated barrels or release notes are N/A.
• Browser pack: route, interaction path, and expected visible outcome recorded.
• Browser pack: browser proof uses Playwright route rows; manual browser proof waived because this is a string-literal/API rename.
• Browser pack: console and network errors are out of scope for this rename.
• Browser pack: exact verification caveat is ready for final handoff.

Completion Gates:

Gate	Applies	Required action	Evidence
Named verification threshold	yes	Run named commands	Focused tests, Playwright rows, stale-string audit, and bun check passed.
Bug reproduced before fix	no	N/A	This is an API rename, not a bug repro.
Targeted behavior verification	yes	Run focused tests	44 slate-dom tests, 94 focused slate-react tests, and 17 Playwright rows passed.
TypeScript or typed config changed	yes	Run typecheck	bun check typecheck phase passed.
Package exports or file layout changed	no	N/A	No exports or file layout changed.
Package manifests, lockfile, or install graph changed	no	N/A	No manifest or lockfile changed.
Agent rules or skills changed	no	N/A	No agent rules or skills changed.
Workspace authority proof	yes	Run checks in owning checkout	All commands ran in .tmp/slate-v2 or .tmp/slate-v2/packages/slate-react.
Browser surface changed	yes	Run route proof or waiver	Playwright hidden-content/query-controls rows passed.
Browser final proof	yes	Record exact route proof	http://localhost:3100/examples/hidden-content-blocks?selection=model&copy=model returned 200; Playwright passed.
CI-controlled template output changed	no	N/A	No templates changed.
Package behavior or public API changed	yes	Add changesets	slate-dom and slate-react changesets updated.
Registry-only component work changed	no	N/A	No registry-only component work.
Docs or content changed	yes	Verify docs claims	editable.md copy policy table matches source union.
High-risk mini gate	yes	Record failure mode and proof	Failure mode: stale literal breaks consumers; stale audit and typecheck passed.
Agent-native review for agent/tooling changes	no	N/A	No .agents, .claude, .codex, skill, hook, command, prompt, or tooling change.
Local install corruption suspected	no	N/A	No install-corruption failure shape.
Autoreview for non-trivial implementation changes	no	N/A	Narrow mechanical API rename with green focused and fast full checks.
PR create or update	no	N/A	No PR requested.
PR proof image hosting	no	N/A	No PR body.
Tracker sync-back	no	N/A	No tracker.
Final handoff contract	yes	Fill final evidence	Final response will include changed surface and verification.
Final lint	yes	Run lint or scoped equivalent	bun check lint phase passed.
Goal plan complete	yes	Run autogoal check	Final check run before goal closure.
Docs source-backed claim audit	yes	Source audit	DOMCoverageCopyPolicy source matches docs table.
Docs links / routes / previews	no	N/A	No links, routes, or previews added to docs.
Docs MDX/content parser	no	N/A	Markdown-only package docs; bun check covered formatting/type/test gates.
Plugin page specifics	no	N/A	Not a plugin docs page.
Public API / package boundary proof	yes	Source audit and checks	Union/default/runtime checks use model and summary.
Release artifact classification	yes	Record classification	Published package API rename.
Published package changeset	yes	Update one per package	Existing slate-dom and slate-react major changesets updated.
Registry changelog	no	N/A	Not registry-only.
No release artifact	no	N/A	Public package delta exists.
Package typecheck/build/test	yes	Run owning checks	Focused tests and bun check passed.
Barrel/export generation	no	N/A	No exported file layout changed.
Browser interaction proof	yes	Exercise route/control path	Playwright hidden-content/query-controls rows passed.
Browser console/network check	no	N/A	No manual browser proof; automated test route covered behavior.
Browser final proof artifact	yes	Record exact caveat	Route 200 plus Playwright pass recorded.

Phase / pass table:

Phase	Status	Evidence	Next
Intake and source read	complete	Skills read; API/docs/test surface found with rg.	implementation
Implementation	complete	Policy literals renamed and docs/changesets updated.	verification
Verification	complete	Focused tests, Playwright rows, stale audit, and bun check passed.	closeout
PR / tracker sync	complete	N/A: no PR or tracker requested.	final response
Closeout	complete	Plan completed and ready for autogoal check.	final response

Findings:

• copyPolicy is a public DOM coverage contract owned by slate-dom and surfaced through slate-react.
• The clean names are model, summary, exclude, and materialize.

Decisions and tradeoffs:

• Hard-cut the old names instead of aliasing them.
• Keep Copy controls in the example because they exercise real clipboard behavior and remain useful coverage.

Implementation notes:

• Updated package source, React defaults, dom strategy helpers, pagination and hidden-content examples, unit tests, Playwright-facing URL controls, docs, and changesets.

Review fixes:

• Fixed one formatting issue caught by bun check.

Error attempts:

Error / failed attempt	Count	Next different move	Resolution
bun check formatting failure in hidden-content example	1	Apply formatter-required line wrap	Fixed and reran bun check successfully.

Verification evidence:

• bun test ./packages/slate-dom/test/dom-coverage.ts ./packages/slate-dom/test/clipboard-boundary.ts: 44 passed.
• cd packages/slate-react && bun test:vitest -- keyboard-input-strategy-contract selection-reconciler-contract dom-coverage-native-bridge-contract dom-strategy-and-scroll dom-coverage-boundary-contract: 5 files, 94 tests passed.
• PLAYWRIGHT_BASE_URL=http://localhost:3100 PLAYWRIGHT_RETRIES=0 bunx playwright test playwright/integration/examples/hidden-content-blocks.test.ts playwright/integration/examples/query-controls.test.ts --project=chromium --grep "hidden content|query controls": 17 passed.
• curl http://localhost:3100/examples/hidden-content-blocks?selection=model&copy=model: 200.
• bun check: passed.
• rg -n "include-model|summary-only" --glob '!site/out/**' --glob '!node_modules/**' .: no matches.

Final handoff contract:

• PR line: N/A, no PR requested.
• Issue / tracker line: N/A, no tracker.
• Confidence line: high.
• Flow table:
  • Reproduced: N/A, API rename.
  • Verified: focused tests, route proof, stale audit, and bun check.
• Browser check: Playwright route rows passed against localhost 3100.
• Outcome: copy policy public names are model, summary, exclude, and materialize.
• Caveat: no manual in-app Browser pass; automated Playwright proof covered the route/control behavior.
• Design:
  • Chosen boundary: rename at public DOMCoverageCopyPolicy and React props.
  • Why not quick patch: labels alone would leave stale public API literals.
  • Why not broader change: find and selection policies were already cut.
• Verified: all named gates passed.

Final handoff / sync:

• PR: N/A.
• Issue / tracker: N/A.
• Browser proof: localhost route 200 plus Playwright pass.
• Caveats: none beyond no manual browser screenshot.

Timeline:

• 2026-05-31T06:42:27.664Z Task goal plan created.
• 2026-05-31T06:44Z Copy policy rename implemented.
• 2026-05-31T06:46Z Verification gates passed.

Reboot status:

Question	Answer
Where am I?	Closeout complete.
Where am I going?	Final response after autogoal check.
What is the goal?	Rename DOM coverage copy policy values to model and summary.
What have I learned?	The public copy policy surface is centralized enough for a hard cut.
What have I done?	Updated source, examples, docs, tests, changesets, and verification.

Open risks:

• None.