---
phase: "20.4"
plan: "04"
subsystem: planning-docs
tags: [m-4, modal-state, scaffolding, documentation]
dependency_graph:
  requires: []
  provides: [MODAL-STATE.md-skeleton, Phase-20.5-roadmap-entry, CLAUDE.md-modal-rule]
  affects: [CLAUDE.md, ROADMAP.md]
tech_stack:
  added: []
  patterns: [mandatory-read-checkpoint, planning-scaffold]
key_files:
  created:
    - .planning/MODAL-STATE.md
  modified:
    - .planning/ROADMAP.md
    - CLAUDE.md
decisions:
  - "MODAL-STATE.md is a TODO placeholder — actual audit content deferred to Phase 20.5"
  - "Phase 20.5 inserted after Phase 20.4 in ROADMAP.md with depends_on: Phase 20.4"
  - "Modal state machine rule inserted before Owl messaging section in CLAUDE.md (after Reopened-bug policy from Plan 03)"
metrics:
  duration: "2 minutes"
  completed: "2026-04-16"
  tasks_completed: 2
  files_changed: 3
---

# Phase 20.4 Plan 04: M-4 Modal State Scaffolding Summary

**One-liner:** Created MODAL-STATE.md skeleton as a mandatory read checkpoint for the most fragile codebase area (71% of recent gap-closure fixes), inserted Phase 20.5 audit commitment in ROADMAP.md, and added CLAUDE.md enforcement rule.

## Tasks Completed

| Task | Name | Commit | Files |
|------|------|--------|-------|
| 1 | Create MODAL-STATE.md skeleton and insert Phase 20.5 in ROADMAP.md | 273f1e7 | .planning/MODAL-STATE.md (created), .planning/ROADMAP.md |
| 2 | Add MODAL-STATE.md mandatory read rule to CLAUDE.md | 525baa8 | CLAUDE.md |

## Decisions Made

- MODAL-STATE.md created as a placeholder with TODO preamble — Phase 20.5 will populate the full inventory, state diagrams, and callback maps. The skeleton itself serves as the mandatory read gate.
- Phase 20.5 entry inserted in ROADMAP.md immediately before Phase 20.3 (which appears after Phase 20.4 in file ordering), with `Depends on: Phase 20.4` and a TBD plans placeholder.
- The `## Modal state machines` section in CLAUDE.md was inserted after `## Reopened-bug policy` (added by Plan 03) and before `## Owl messaging`, maintaining section ordering.

## Deviations from Plan

None — plan executed exactly as written.

## Known Stubs

- `.planning/MODAL-STATE.md` — entire file is a scaffolding stub awaiting Phase 20.5 audit. All table cells are "TBD". This is intentional per plan: Phase 20.5 resolves the stub.

## Threat Flags

None — pure documentation scaffolding with no code execution or external service interaction.

## Self-Check: PASSED

- .planning/MODAL-STATE.md: FOUND
- .planning/ROADMAP.md contains "20.5": FOUND
- CLAUDE.md contains "MODAL-STATE.md": FOUND
- Commit 273f1e7: FOUND
- Commit 525baa8: FOUND