Technical Plans: Bridging Specification and Implementation

Introduction: The Missing Bridge

You have an approved specification scoring ≥75/100 defining WHAT to build. But there's a gap before creating executable tasks. You need to answer HOW:

  • Which components are required?
  • How do they interact?
  • What database changes are needed?
  • Which existing code do we integrate with?

This is the technical plan - the bridge between specification and task decomposition.

The SDD Workflow

┌────────────────────────────────────────────────────────────────┐
│  📋 PRD → 📝 Specification (WHAT) → 🏗️ Technical Plan (HOW)     │
│  (Product Requirements Doc)          ◄── CURRENT LESSON        │
│  → ✅ Task Decomposition → 💻 Implementation        📝          │
└────────────────────────────────────────────────────────────────┘

SDD (Specification-Driven Development) is the workflow this course follows: starting from a PRD (Product Requirements Document), you produce a specification, then a technical plan, then decomposed tasks, and finally implementation.

A technical plan translates functional requirements into concrete technical decisions. It has 7 key sections.

Reference: CODEX.md

Throughout this lesson, several sections reference CODEX.md. This is a project-level conventions file that Codex reads to understand your codebase's patterns, structure, and standards. When generating a technical plan, Codex uses it to make decisions consistent with your existing project.

Here is the CODEX.md for the TaskMaster project used in all examples below:

# TaskMaster CODEX.md

## Project Overview
TaskMaster is a task management API built with Python 3.11, FastAPI,
SQLAlchemy, and PostgreSQL.

## Architecture
All features follow the layered architecture pattern:
  API Router → Service → Repository → Database

## Patterns & Conventions

### Repository Pattern
- ALL database access must go through repository classes
- Repositories live in src/repositories/
- Never access the database directly from services or API handlers

### Dependency Injection
- Use FastAPI's Depends() for all dependencies
- Standard dependencies: get_db (database session), get_current_user (auth)

### Error Handling
- Raise HTTPException with appropriate status codes
- Services raise domain exceptions; API layer converts to HTTPException
- Standard codes: 400 (validation), 401 (unauthenticated),
  403 (forbidden), 404 (not found)

### Type Hints
- All functions must have full type hints
- Use Pydantic schemas for all request/response serialization

## Directory Structure
src/
  api/           # FastAPI routers
  models/        # SQLAlchemy models
  schemas/       # Pydantic schemas
  services/      # Business logic
  repositories/  # Database access
  database.py    # Session management
tests/
  unit/          # Unit tests with mocked dependencies
  integration/   # Integration tests with TestClient

## Testing Standards
- Repositories: 95%+ coverage
- Services: 90%+ coverage
- API endpoints: 85%+ coverage
- All authorization logic must be tested

Every decision in your technical plan should be traceable back to these conventions.

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