I was reading some stuff by Michael A. Jackson (Problem Frames Approach) and T.S.E Maibaum (Mathematical Foundations on Software Engineering) because I also had the impression that too much talk around LLM-assisted programming focuses on program text and annotations / documentation. Thinkers like Donald Schön thought about tacit knowledge-in-action and approached this with design philosophy. when looking at LLM-assisted programming, I call this shaded context.
as you say, software engineering is not only constructing program texts, its not even only applied math or overly scientific. at least that is my stance. I suspect AI code editors have lots of said tacit knowledge baked in (via the black box itself or its engineers) but we would be better off thinking about this explicitly.
100% agree