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docs: record marten 9 / wolverine 6 upgrade in decision log and roadmap#126

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docs/critter-stack-9-6-capture
May 30, 2026
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docs: record marten 9 / wolverine 6 upgrade in decision log and roadmap#126
leehopper merged 2 commits into
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docs/critter-stack-9-6-capture

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@leehopper leehopper commented May 30, 2026

Summary

Captures the #125 Critter Stack upgrade (Marten 9.2.1 / Wolverine 6.1.0) for future reference — the rationale and deferred levers that aren't derivable from the code:

  • DEC-071 (decision log) — why we kept EventAppendMode.Rich over Marten 9's new QuickAppend default, the WolverineFx.RuntimeCompilation dev/test requirement (Wolverine 6 pulled Roslyn out of core), and the partial-projection source-generator change. Builds on DEC-048/049/067.
  • ROADMAP — the stale "Marten 9 upgrade" deferred item is marked shipped (PR chore(deps): upgrade marten 8->9 and wolverine 5->6 (critter stack) #125), with the two deferred levers folded in: QuickAppend adoption (pending Rich-dependency validation) and Marten.PgVector for the LLM/coaching layer.
  • Research artifact R-076 (batch-27a-critter-stack-9-6-migration.md) — consolidated, source-cited migration map (breaking changes, default flips, value unlocked), registered in the research queue.

Docs-only; no code changes.

🤖 Generated with Claude Code

Summary by CodeRabbit

  • Documentation
    • Updated roadmap to reflect completion of the Marten 9.2.1 and Wolverine 6.1.0 infrastructure upgrade shipped on May 30, 2026
    • Added detailed migration documentation including decision rationale, breaking changes requiring code modifications, new behavioral defaults, and comprehensive verification procedures to guide teams upgrading to the latest infrastructure stack

Review Change Stack

- DEC-071: the Critter Stack 2026 upgrade (Marten 9.2.1 / Wolverine 6.1.0 on
  JasperFx 2.0) — rationale for keeping EventAppendMode.Rich over the new
  QuickAppend default, the WolverineFx.RuntimeCompilation dev/test requirement,
  and the partial-projection source-generator change. Builds on DEC-048/049/067.
- ROADMAP: marked the stale "Marten 9 upgrade" deferred item as shipped (PR #125)
  and folded in the two deferred levers — QuickAppend adoption and Marten.PgVector
  for the LLM/coaching layer.
- Research artifact R-076 (batch-27a-critter-stack-9-6-migration.md): consolidated,
  source-cited migration map (breaking changes, default flips, value unlocked),
  registered in the research queue.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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  • docs/research/artifacts/batch-27a-critter-stack-9-6-migration.md
📝 Walkthrough

Walkthrough

This pull request documents the completed Critter Stack 2026 upgrade, which updates Marten from 8.37.1 to 9.2.1 and Wolverine from 5.39.3 to 6.1.0. Changes include a formal decision record (DEC-071), a detailed migration guide covering breaking changes and behavioral shifts, and tracking updates reflecting the shipped status across the roadmap and research queue.

Changes

Critter Stack 2026 Upgrade Documentation

Layer / File(s) Summary
DEC-071 Upgrade Decision & Rationale
docs/decisions/decision-log.md
Formalizes the Critter Stack 2026 upgrade to Marten 9.2.1 / Wolverine 6.1.0, documenting version changes, the choice to keep EventAppendMode.Rich, the requirement for WolverineFx.RuntimeCompilation in dev/test with TypeLoadMode.Auto, the convention that SingleStreamProjection subclasses must be partial, and verification that envelope wiring and schema-version helpers remain unchanged.
Migration Guide: Changes, Defaults, and Verification
docs/research/artifacts/batch-27a-critter-stack-9-6-migration.md
Provides comprehensive migration documentation detailing breaking changes (attribute relocations, namespace moves, projection requirements), unchanged APIs and behaviors, behavioral default shifts (append mode, identity map, async tracking, DI defaults), upgrade benefits, build/test verification outcomes, and sources.
Project Tracking: Roadmap and Research Queue Updates
ROADMAP.md, docs/research/research-queue.md
Updates ROADMAP.md to mark the infrastructure upgrade as shipped on 2026-05-30 (DEC-071, PR #125) with a two-item deferred-levers list. Adds research-queue.md Batch 27 entry documenting R-076 migration scope, breaking changes, and default shifts.

Estimated Code Review Effort

🎯 1 (Trivial) | ⏱️ ~3 minutes

🚥 Pre-merge checks | ✅ 5
✅ Passed checks (5 passed)
Check name Status Explanation
Description Check ✅ Passed Check skipped - CodeRabbit’s high-level summary is enabled.
Title check ✅ Passed The title accurately summarizes the main change: documenting the Marten 9 and Wolverine 6 upgrade in decision log and roadmap.
Docstring Coverage ✅ Passed No functions found in the changed files to evaluate docstring coverage. Skipping docstring coverage check.
Linked Issues check ✅ Passed Check skipped because no linked issues were found for this pull request.
Out of Scope Changes check ✅ Passed Check skipped because no linked issues were found for this pull request.

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github-actions Bot commented May 30, 2026

Dependency Review

✅ No vulnerabilities or license issues or OpenSSF Scorecard issues found.

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Actionable comments posted: 1

🤖 Prompt for all review comments with AI agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

Inline comments:
In `@docs/research/artifacts/batch-27a-critter-stack-9-6-migration.md`:
- Around line 90-92: The document claims Wolverine "6.2.2" fixes are "directly
useful now" while the shipped version in this artifact is "6.1.0"; either update
the shipped version to 6.2.2 if that version is actually included in the repo,
or rephrase the sentence to present the 6.2.2 fixes as "post-upgrade" or
"future-upgrade value" (e.g., "useful after upgrading to 6.2.2") so the text
matches the actual shipped set; locate the string "Wolverine 6.1. EF-outbox..."
/ the clause containing "6.2.2" and change wording accordingly.
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Fix all unresolved CodeRabbit comments on this PR:

  • Push a commit to this branch (recommended)
  • Create a new PR with the fixes

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Review profile: CHILL

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Reviewing files that changed from the base of the PR and between 5867681 and 8ce2d5c.

📒 Files selected for processing (4)
  • ROADMAP.md
  • docs/decisions/decision-log.md
  • docs/research/artifacts/batch-27a-critter-stack-9-6-migration.md
  • docs/research/research-queue.md

Comment thread docs/research/artifacts/batch-27a-critter-stack-9-6-migration.md Outdated
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
@leehopper leehopper merged commit 05b2473 into main May 30, 2026
17 checks passed
@leehopper leehopper deleted the docs/critter-stack-9-6-capture branch May 30, 2026 18:00
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