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docs: Update RAI Planner docs for Phase 1 preflight, phaseGates, and template-aware resume - #2888

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Bill Berry (WilliamBerryiii) merged 6 commits into
microsoft:mainfrom
PratikWayase:docs/rai-planner-phase1-updates-2865
Sep 14, 2026
Merged

Bill Berry (WilliamBerryiii) merged 6 commits into
microsoft:mainfrom
PratikWayase:docs/rai-planner-phase1-updates-2865

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@PratikWayase

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Description

Updates the published RAI Planner documentation to align with the recent code changes in .github/agents/rai-planning/rai-planner.agent.md and .github/instructions/rai-planning/rai-identity.instructions.md (Commit f8764b1).

Specifically, this PR:

  • Adds the new preflight, noticeLog, and phaseGates fields to the state management table in agent-overview.md.
  • Updates the Session Resume protocol in agent-overview.md to include template revalidation, assessmentContentFile checks, and securityPlanRef path normalization.
  • Updates the Post-Summarization Recovery protocol in agent-overview.md from 6 steps to 7 steps, inserting the preflight validation contract.
  • Updates the "How It Works" sections for all three entry modes in entry-modes.md to show that pointers/output preferences are resolved first, followed by the shared Phase 1 preflight.
  • Adds the ordered 4-step Phase 1 preflight sequence and stable-ID/evidence-gap handling to phase-reference.md.
  • Updates ms.date frontmatter for all three modified files.

Related Issue(s)

Fixes #2865

Type of Change

Select all that apply:

Code & Documentation:

  • Documentation update

Infrastructure & Configuration:

  • GitHub Actions workflow
  • Linting configuration (markdown, PowerShell, etc.)
  • Security configuration
  • DevContainer configuration
  • Dependency update

AI Artifacts:

  • Reviewed contribution with hve-builder and addressed all actionable findings
  • Copilot instructions (.github/instructions/*.instructions.md)
  • Copilot prompt (.github/prompts/*.prompt.md)
  • Copilot agent (.github/agents/*.agent.md)
  • Copilot skill (.github/skills/*/SKILL.md)
  • Copilot hook (.github/hooks/*/*.json)
  • Eval spec added/updated for changed AI artifacts (evals/)

Other:

  • Script/automation (.ps1, .sh, .py)
  • Other (please describe):

Testing

Ran local validation scripts to ensure compliance with repository standards:

  • npm run lint:md -> 0 errors
  • npm run docs:generate -> Unchanged: 251 files
  • npm run format:tables -> Formatted modified files successfully
  • npm run lint:md-links -> No new broken links introduced (pre-existing OWASP 404s noted in unrelated files)

Checklist

Required Checks

  • Documentation is updated (if applicable)
  • Files follow existing naming conventions
  • Changes are backwards compatible (if applicable)
  • Tests added for new functionality (if applicable)

AI Artifact Contributions

N/A

Required Local Checks

The following local-safe validation commands must pass before merging:

  • Local validation aggregate: npm run validate:local
  • Documentation validation (if docs changed): npm run validate:docs
  • Spell checking: npm run spell-check
  • Link validation: npm run lint:md-links

Security Considerations

  • This PR does not contain any sensitive or NDA information
  • Any new dependencies have been reviewed for security issues
  • Security-related scripts follow the principle of least privilege

@codecov-commenter

Codecov Comments Bot (codecov-commenter) commented Sep 10, 2026

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Codecov Report

✅ All modified and coverable lines are covered by tests.
✅ Project coverage is 83.11%. Comparing base (9ee5144) to head (63a97a3).

Additional details and impacted files

Impacted file tree graph

@@            Coverage Diff             @@
##             main    #2888      +/-   ##
==========================================
- Coverage   83.11%   83.11%   -0.01%     
==========================================
  Files         187      187              
  Lines       35331    35331              
  Branches      231      231              
==========================================
- Hits        29365    29364       -1     
- Misses       5892     5893       +1     
  Partials       74       74              
Flag Coverage Δ
docusaurus 91.46% <ø> (ø)
pester 83.41% <ø> (-0.01%) ⬇️

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see 1 file with indirect coverage changes

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@jkim323 Jamie Kim (jkim323) left a comment

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Thank you pratik wayase (@PratikWayase) for your contributions to getting our docs updated!! Please make sure you take a look at the failed checks and should be good to go!

@WilliamBerryiii
Bill Berry (WilliamBerryiii) merged commit 199d39e into microsoft:main Sep 14, 2026
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docs: Update RAI Planner docs for Phase 1 preflight, phaseGates, and template-aware resume

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