---
phase: 18-documentation-ux-polish
plan: 01
subsystem: documentation, configuration
tags:
  - DX-03
  - DX-04
  - UX-01
  - changelog
  - contributing
  - auto-analyze
dependency_graph:
  requires: []
  provides:
    - "CHANGELOG.md at vault root"
    - "CONTRIBUTING.md at vault root"
    - "auto_analyze_after_ocr config field in paperforge.json"
    - "OCR hook in ocr.py:1499-1518"
  affects:
    - "paperforge/worker/ocr.py (auto-analyze logic)"
    - "paperforge.json (new config field)"
    - "User workflow (opt-in auto-analyze after OCR)"
tech-stack:
  added:
    - "CHANGELOG.md (Keep a Changelog format)"
    - "CONTRIBUTING.md (contributor onboarding)"
  patterns:
    - "try/except guard for non-critical automation hooks"
    - "re.sub with MULTILINE flag for frontmatter field substitution"
key-files:
  modified:
    - path: "paperforge.json"
      summary: "Added auto_analyze_after_ocr: false (opt-in default)"
    - path: "paperforge/worker/ocr.py"
      summary: "Inserted auto_analyze hook at line 1499 (after ocr_status=done)"
  created:
    - path: "CHANGELOG.md"
      summary: "Version history v1.0-v1.4, Keep a Changelog format"
    - path: "CONTRIBUTING.md"
      summary: "Contributor onboarding with 5 required sections"
decisions:
  - "auto_analyze_after_ocr defaults to false (opt-in) — users explicitly enable"
  - "Config option placed as top-level key in paperforge.json (alongside changelog_url)"
  - "Hook wrapped in try/except so a single failure does not abort OCR batch"
  - "CHANGELOG.md does NOT update paperforge.json changelog_url — GitHub Releases serves update checking"
metrics:
  duration: "~12 minutes"
  completed_date: "2026-04-27"
---

# Phase 18 Documentation & UX Polish — Plan 01 Summary

**One-liner:** Add `auto_analyze_after_ocr` config option with OCR hook, create CHANGELOG.md (Keep a Changelog format, v1.0-v1.4), and create CONTRIBUTING.md (dev setup, hooks, test workflow, architecture, conventions).

---

## Tasks Executed

### Task 1: Add auto_analyze_after_ocr config + OCR hook (UX-01)

**Files modified:** `paperforge.json`, `paperforge/worker/ocr.py`

- Added `"auto_analyze_after_ocr": false` as a top-level key in `paperforge.json` (line 29)
- Inserted auto-analyze hook at `ocr.py:1499` after `meta["ocr_status"] = "done"` and before `meta["ocr_finished_at"]`
- Hook reads `vault / "paperforge.json"`, checks `auto_analyze_after_ocr`, and if `true` performs `re.sub(r"^analyze:.*$", "analyze: true", ...)` on the matching library-record
- Uses existing `read_json` and `re` imports — no new imports added
- Wrapped in `try/except` with `logger.warning(..., exc_info=True)` for resilience
- Regex pattern matches the existing frontmatter convention used in `deep_reading.py`
- Hook runs before `_sync.run_selection_sync(vault)` (line ~1589), which does not overwrite user-controlled `analyze` field
- **Commit:** `93713be`
- **Verification:** `python -c "import json; cfg=json.load(open('paperforge.json', encoding='utf-8')); assert 'auto_analyze_after_ocr' in cfg and cfg['auto_analyze_after_ocr'] == False"` — PASS

### Task 2: Create CHANGELOG.md (DX-03)

**File created:** `CHANGELOG.md` (162 lines)

- Keep a Changelog format with `[Unreleased]` and versioned headers for v1.0.0 through v1.4.0
- Each version has `Added`, `Changed`, `Fixed` subsections
- Content derived from milestone documents and phase summaries
- **Commit:** `935a8fe`
- **Verification:** All 6 version headers (`[Unreleased]`, `[1.4.0]`, `[1.3.0]`, `[1.2.0]`, `[1.1.0]`, `[1.0.0]`) present — PASS

### Task 3: Create CONTRIBUTING.md (DX-04)

**File created:** `CONTRIBUTING.md` (172 lines)

- 5 required sections: Development Setup, Pre-commit Hooks, Test Workflow, Architecture Overview, Code Conventions
- 10 code conventions covering logging, imports, leaf module rule, commit format, pre-commit hooks, path formatting, type hints, test isolation
- Architecture overview with file reference table and key architectural rules
- Pull request process section
- **Commit:** `2096039`
- **Verification:** All 5 section titles found — PASS

---

## Verification Results

| # | Check | Result |
|---|-------|--------|
| 1 | `auto_analyze_after_ocr` in paperforge.json (default `false`) | PASS |
| 2 | Hook present in ocr.py (3 references at lines 1499, 1504, 1518) | PASS |
| 3 | CHANGELOG.md created with all version headers | PASS |
| 4 | CONTRIBUTING.md created with 5 required sections | PASS |
| 5 | `pytest tests/ -x` — 203 passed, 2 skipped, 0 failed | PASS |

---

## Deviations from Plan

None — plan executed exactly as written.

---

## Known Stubs

None. All deliverables are complete with real content:
- `auto_analyze_after_ocr: false` is an intentional opt-in default, not a stub
- CHANGELOG.md has substantive entries for all versions
- CONTRIBUTING.md has complete sections with actionable instructions

---

## Git Log

```
93713be feat(UX-01): add auto_analyze_after_ocr config and OCR hook
935a8fe docs(DX-03): create CHANGELOG.md in Keep a Changelog format
2096039 docs(DX-04): create CONTRIBUTING.md with dev setup and conventions
```

---

## Self-Check: PASSED

All created/modified files confirmed on disk. All commits confirmed in git log. Test suite passes at 203/203.

| File | Status |
|------|--------|
| `paperforge.json` | MODIFIED — `auto_analyze_after_ocr: false` |
| `paperforge/worker/ocr.py` | MODIFIED — hook at line 1499 |
| `CHANGELOG.md` | CREATED — 162 lines |
| `CONTRIBUTING.md` | CREATED — 172 lines |
| `pytest tests/ -x` | PASS — 203 passed, 2 skipped |
