skill-planner

name	skill-planner
description	Create phased implementation plans from research findings. Invoke when a task needs an implementation plan.
allowed-tools	Agent, AskUserQuestion, Bash, Edit, Read, Write

Planner Skill

Thin wrapper that delegates plan creation to planner-agent subagent.

IMPORTANT: This skill implements the skill-internal postflight pattern. After the subagent returns, this skill handles all postflight operations (status update, artifact linking, git commit) before returning. This eliminates the "continue" prompt issue between skill return and orchestrator.

Context References

Reference (do not load eagerly):

• Path: .claude/context/formats/return-metadata-file.md - Metadata file schema
• Path: .claude/context/patterns/postflight-control.md - Marker file protocol
• Path: .claude/context/patterns/file-metadata-exchange.md - File I/O helpers
• Path: .claude/context/patterns/jq-escaping-workarounds.md - jq escaping patterns (Issue #1132)

Note: This skill is a thin wrapper with internal postflight. Context is loaded by the delegated agent.

Trigger Conditions

This skill activates when:

• Task status is any non-terminal state (not completed, not abandoned)
• /plan command is invoked
• Implementation approach needs to be formalized

---

Execution Flow

Stage 1: Input Validation

Validate required inputs:

• task_number - Must be provided and exist in state.json
• Task status must allow planning

# Lookup task
task_data=$(jq -r --argjson num "$task_number" \
  '.active_projects[] | select(.project_number == $num)' \
  specs/state.json)

# Validate exists
if [ -z "$task_data" ]; then
  return error "Task $task_number not found"
fi

# Extract fields
task_type=$(echo "$task_data" | jq -r '.task_type // "general"')
status=$(echo "$task_data" | jq -r '.status')
project_name=$(echo "$task_data" | jq -r '.project_name')
description=$(echo "$task_data" | jq -r '.description // ""')

# Validate status (only block terminal states)
if [ "$status" = "completed" ] || [ "$status" = "abandoned" ] || [ "$status" = "expanded" ]; then
  return error "Task is in terminal state [$status]"
fi

---

Stage 2: Preflight Status Update

Update task status to "planning" BEFORE invoking subagent.

The centralized script handles state.json, TODO.md task entry status marker, and TODO.md Task Order status marker atomically:

bash .claude/scripts/update-task-status.sh preflight $task_number plan $session_id

If the script exits non-zero, stop execution and return error. Exit code 2 indicates state.json failure; exit code 3 indicates TODO.md failure.

---

Stage 3: Create Postflight Marker

Create the marker file to prevent premature termination:

# Ensure task directory exists
padded_num=$(printf "%03d" "$task_number")
mkdir -p "specs/${padded_num}_${project_name}"

cat > "specs/${padded_num}_${project_name}/.postflight-pending" << EOF
{
  "session_id": "${session_id}",
  "skill": "skill-planner",
  "task_number": ${task_number},
  "operation": "plan",
  "reason": "Postflight pending: status update, artifact linking, git commit",
  "created": "$(date -u +%Y-%m-%dT%H:%M:%SZ)",
  "stop_hook_active": false
}
EOF

---

Stage 3a: Calculate Artifact Number

Read next_artifact_number from state.json and use (current-1) since plan stays in the same round as research:

# Read next_artifact_number from state.json
next_num=$(jq -r --argjson num "$task_number" \
  '.active_projects[] | select(.project_number == $num) | .next_artifact_number // 1' \
  specs/state.json)

# Plan uses (current - 1) to stay in the same round as research
# If next_artifact_number is 1 (no research yet), use 1
if [ "$next_num" = "null" ] || [ -z "$next_num" ]; then
  padded_num=$(printf "%03d" "$task_number")
  count=$(ls "specs/${padded_num}_${project_name}/plans/"*[0-9][0-9]*.md 2>/dev/null | wc -l)
  artifact_number=$((count + 1))
elif [ "$next_num" -le 1 ]; then
  artifact_number=1
else
  artifact_number=$((next_num - 1))
fi

# Reconciliation: scan all task subdirs for max artifact number on disk
# Handles legacy tasks where next_artifact_number may be behind actual files
padded_num=$(printf "%03d" "$task_number")
max_on_disk=$(find "specs/${padded_num}_${project_name}" -name "[0-9][0-9]_*.md" 2>/dev/null \
  | sed 's|.*/\([0-9][0-9]\)_.*|\1|' | sort -n | tail -1)
max_on_disk=${max_on_disk:-0}
# Strip leading zeros to avoid octal interpretation
max_on_disk=$((10#$max_on_disk))
if [ "$artifact_number" -le "$max_on_disk" ]; then
  artifact_number=$((max_on_disk + 1))
fi

artifact_padded=$(printf "%02d" "$artifact_number")

# Collision check: ensure no existing file uses this prefix in plans/
while ls "specs/${padded_num}_${project_name}/plans/${artifact_padded}_"*.md 2>/dev/null | grep -q .; do
  artifact_number=$((artifact_number + 1))
  artifact_padded=$(printf "%02d" "$artifact_number")
done

Note: Plan does NOT increment next_artifact_number in state.json. Only research (and revision) advances the sequence. Plan uses (current - 1) to share the same round number as the preceding research.

---

Stage 4a: Memory Retrieval (Auto)

Retrieve relevant memories from the memory system to inject into the delegation context.

Skip if: clean_flag is true in the delegation context (from --clean command flag).

# Check clean_flag
if [ "$clean_flag" != "true" ]; then
  memory_context=$(bash .claude/scripts/memory-retrieve.sh "$description" "$task_type" "" 2>/dev/null) || memory_context=""
fi

# memory_context will be empty string if:
# - clean_flag is true (skipped)
# - memory-index.json missing or empty
# - no keywords matched any entries
# - script exited with error

If memory_context is non-empty, it will be injected into the Stage 5 prompt alongside the format specification from Stage 4b. If empty, no memory block is injected.

# Literature sub-index detection (interactive setup when sub-index is missing)
lit_context=""
if [ "$lit_flag" = "true" ] && [ ! -f "specs/literature-index.json" ]; then
  LIT_DIR="${LITERATURE_DIR:-$HOME/Projects/Literature}"
  GLOBAL_INDEX="$LIT_DIR/index.json"
  if [ ! -f "$GLOBAL_INDEX" ]; then
    # Global index missing -- inform user and continue without literature context
    echo "Note: --lit flag used but no global Literature index found at $GLOBAL_INDEX. Continuing without literature context." >&2
    # lit_context remains ""
  else
    # Global index exists but sub-index is missing -- present interactive setup options
    # (AskUserQuestion must be called inline here; cannot be delegated to a shell script)
    #
    # Present AskUserQuestion with 3 options:
    # 1. Skip: Continue without literature context
    # 2. Create setup task: Create task and continue without literature context now
    # 3. Create task and run now: Create task, populate sub-index inline, then use it
    #
    # Pseudocode (executed by Claude as the skill runs):
    #   user_choice = AskUserQuestion(
    #     "The --lit flag was used but specs/literature-index.json does not exist for this repo.\n\n" +
    #     "A global Literature index was found at $GLOBAL_INDEX.\n\n" +
    #     "How would you like to proceed?",
    #     options=[
    #       "Skip: Continue without literature context (--lit is ignored this time)",
    #       "Create setup task: Create a task to populate the sub-index, then continue without literature context",
    #       "Create task and run now: Create the task AND populate specs/literature-index.json inline before proceeding"
    #     ]
    #   )
    #
    # After user_choice:
    #   if "Skip":
    #     lit_context=""  (already set, no action needed)
    #
    #   if "Create setup task":
    #     new_task_num=$(bash .claude/scripts/literature-create-setup-task.sh)
    #     echo "Created task $new_task_num to populate specs/literature-index.json. Run /orchestrate $new_task_num to populate before using --lit."
    #     lit_context=""  (continue without literature context)
    #
    #   if "Create task and run now":
    #     new_task_num=$(bash .claude/scripts/literature-create-setup-task.sh)
    #     echo "Created task $new_task_num. Populating specs/literature-index.json inline via fork agent..."
    #     # Fork dispatch: inline population of sub-index (see Stage 4a-fork below)
    #     # After fork completes and sub-index exists:
    #     lit_context=$(bash .claude/scripts/literature-briefing.sh 2>/dev/null) || lit_context=""
    :
  fi
fi

Stage 4a-fork: Inline population (option "Create task and run now")

When the user selects "Create task and run now", after calling literature-create-setup-task.sh:

1. Invoke the Agent tool with subagent_type: "fork" and a prompt instructing the fork to:

   • Read ~/Projects/Literature/index.json (or $LITERATURE_DIR/index.json)
   • Read specs/state.json to understand this repo's task descriptions and domain
   • Analyze keyword/topic overlap between global index keywords, project_tags, and summary fields and the repo's task descriptions
   • Write matched entries to specs/literature-index.json with this schema:

     {
       "entries": [
         {"doc_id": "<id>", "relevance": "<one-sentence note>", "source": "discover"}
       ]
     }
     

   • Update the newly created task (number from step above) to completed status in specs/state.json
   • Call bash .claude/scripts/generate-todo.sh after updating state.json

2. After the fork returns, check if specs/literature-index.json was created:

   • If yes: run lit_context=$(bash .claude/scripts/literature-briefing.sh 2>/dev/null) || lit_context=""
   • If no (fork failed or timed out): log a warning, report the task number, suggest /orchestrate N, set lit_context=""

# Literature briefing injection (runs if sub-index already exists OR was just created by fork)
if [ "$lit_flag" = "true" ] && [ -f "specs/literature-index.json" ]; then
  lit_context=$(bash .claude/scripts/literature-briefing.sh 2>/dev/null) || lit_context=""
fi

# lit_context will be empty string if:
# - lit_flag is not "true" (skipped)
# - specs/literature-index.json is empty or missing (after all detection/setup above)
# - script exited with error

Note: lit_flag is independent of clean_flag. Using --clean --lit suppresses memory retrieval but still injects literature briefing. Literature briefing is gated solely on lit_flag == "true".

---

Stage 4: Prepare Delegation Context

Prior plan discovery: Find the latest existing plan file (if any) to pass as reference context.

# Discover prior plan (if any)
padded_num=$(printf "%03d" "$task_number")
prior_plan_path=$(ls -1 "specs/${padded_num}_${project_name}/plans/"*.md 2>/dev/null | sort -V | tail -1)
# prior_plan_path will be empty if no prior plans exist

Prepare delegation context for the subagent:

{
  "session_id": "sess_{timestamp}_{random}",
  "delegation_depth": 1,
  "delegation_path": ["orchestrator", "plan", "skill-planner"],
  "timeout": 1800,
  "task_context": {
    "task_number": N,
    "task_name": "{project_name}",
    "description": "{description}",
    "task_type": "{task_type}"
  },
  "artifact_number": "{artifact_number from Stage 3a}",
  "effort_flag": "{effort_flag from command, null if not set}",
  "model_flag": "{model_flag from command, null if not set}",
  "roadmap_flag": "{roadmap_flag from command, false if not set}",
  "research_path": "{path to research report if exists}",
  "prior_plan_path": "{path to latest prior plan if exists}",
  "roadmap_path": "specs/ROADMAP.md",
  "metadata_file_path": "specs/{NNN}_{SLUG}/.return-meta.json"
}

Note: The artifact_number field tells the agent which sequence number to use for artifact naming (e.g., 01, 02). Plan uses (next_artifact_number - 1) to share the same round as the preceding research.

Model/Effort Flags: If model_flag is set (haiku, sonnet, opus), pass it as the model parameter on the Agent tool to override the agent's frontmatter default. If effort_flag is set (fast, hard), include it as prompt context for reasoning depth guidance.

---

Stage 4b: Read and Inject Format Specification

Read the plan format file and prepare it for injection into the subagent prompt. This ensures the subagent always has the full format specification in its context, regardless of whether it reads the file itself.

format_content=$(cat .claude/context/formats/plan-format.md)

The format content will be included as a delimited section in the Stage 5 prompt (see below).

---

Stage 5: Invoke Subagent

CRITICAL: You MUST use the Agent tool to spawn the subagent.

Required Tool Invocation:

Tool: Agent (NOT Skill, NOT Plan)
Parameters:
  - subagent_type: "planner-agent"
  - prompt: [Include task_context, delegation_context, research_path, metadata_file_path,
             AND the format specification from Stage 4b as shown below]
  - description: "Execute planning for task {N}"

Format Injection: Include the format specification from Stage 4b in the prompt as a clearly-delimited section:

<artifact-format-specification>
## CRITICAL: Plan Format Requirements

You MUST follow this format specification exactly when writing the plan artifact.
Non-compliance will be caught by postflight validation.

{format_content from Stage 4b}
</artifact-format-specification>

Place this section AFTER the delegation context JSON and BEFORE any other instructions.

Memory Context Injection: If memory_context from Stage 4a is non-empty, include it in the prompt as a separate block:

{memory_context from Stage 4a -- already wrapped in <memory-context> tags}

Place the memory context block AFTER the format specification and BEFORE the task-specific instructions. Do NOT inject an empty <memory-context> block when no memories were retrieved.

Literature Briefing Injection: If lit_context from Stage 4a is non-empty, include it in the prompt as a separate block:

{lit_context from Stage 4a -- already wrapped in <literature-briefing> tags}

Place the literature briefing block AFTER the memory context block (if any) and BEFORE the task-specific instructions. Do NOT inject an empty <literature-briefing> block when no literature briefing was generated.

DO NOT use Skill(planner-agent) - this will FAIL.

The subagent will:

• Load planning context files
• Analyze task requirements and research
• Decompose into logical phases
• Identify risks and mitigations
• Create plan in specs/{NNN}_{SLUG}/plans/
• Write metadata to specs/{NNN}_{SLUG}/.return-meta.json
• Return a brief text summary (NOT JSON)

---

Stage 5b: Self-Execution Fallback

CRITICAL: If you performed the work above WITHOUT using the Agent tool (i.e., you read files, wrote artifacts, or updated metadata directly instead of spawning a subagent), you MUST write a .return-meta.json file now before proceeding to postflight. Use the schema from return-metadata-file.md with status value "planned" and the appropriate artifact information.

If you DID use the Agent tool (Stage 5), skip this stage -- the subagent already wrote the metadata.

---

Postflight (ALWAYS EXECUTE)

The following stages MUST execute after work is complete, whether the work was done by a subagent (Stage 5) or inline (Stage 5b). Do NOT skip these stages for any reason.

Stage 6: Parse Subagent Return (Read Metadata File)

Read the metadata file:

metadata_file="specs/${padded_num}_${project_name}/.return-meta.json"

if [ -f "$metadata_file" ] && jq empty "$metadata_file" 2>/dev/null; then
    status=$(jq -r '.status' "$metadata_file")
    artifact_path=$(jq -r '.artifacts[0].path // ""' "$metadata_file")
    artifact_type=$(jq -r '.artifacts[0].type // ""' "$metadata_file")
    artifact_summary=$(jq -r '.artifacts[0].summary // ""' "$metadata_file")
else
    echo "Error: Invalid or missing metadata file"
    status="failed"
fi

---

Stage 6a: Validate Artifact Content

If subagent status is "planned" and artifact_path is non-empty, validate the plan artifact against format requirements. This is non-blocking -- warnings are logged but do not prevent postflight from completing.

if [ "$status" = "planned" ] && [ -n "$artifact_path" ] && [ -f "$artifact_path" ]; then
    echo "Validating plan artifact..."
    if ! bash .claude/scripts/validate-artifact.sh "$artifact_path" plan --fix; then
        echo "WARNING: Plan artifact has format issues (non-blocking). Review output above."
    fi
fi

Note: The --fix flag attempts auto-repair of missing metadata fields. Validation failures are logged but do not block status update or git commit.

---

Stage 7: Update Task Status (Postflight)

If subagent status is "planned", update state.json and TODO.md atomically using the centralized script:

bash .claude/scripts/update-task-status.sh postflight $task_number plan $session_id

If the script exits non-zero, log a warning but continue with artifact linking and git commit (postflight errors are non-blocking).

On partial/failed: Keep status as "planning" for resume (do not call the script).

---

Stage 8: Link Artifacts

Add artifact to state.json with summary.

IMPORTANT: Use two-step jq pattern to avoid Issue #1132 escaping bug. See jq-escaping-workarounds.md.

if [ -n "$artifact_path" ]; then
    # Step 1: Filter out existing plan artifacts (use "| not" pattern to avoid != escaping - Issue #1132)
    jq '(.active_projects[] | select(.project_number == '$task_number')).artifacts =
        [(.active_projects[] | select(.project_number == '$task_number')).artifacts // [] | .[] | select(.type == "plan" | not)]' \
      specs/state.json > specs/tmp/state.json && mv specs/tmp/state.json specs/state.json

    # Step 2: Add new plan artifact
    jq --arg path "$artifact_path" \
       --arg type "$artifact_type" \
       --arg summary "$artifact_summary" \
      '(.active_projects[] | select(.project_number == '$task_number')).artifacts += [{"path": $path, "type": $type, "summary": $summary}]' \
      specs/state.json > specs/tmp/state.json && mv specs/tmp/state.json specs/state.json
fi

Update TODO.md: Regenerate from state.json (state.json artifact update was done in the previous step):

bash .claude/scripts/generate-todo.sh || echo "WARNING: generate-todo.sh failed (non-fatal)" >&2

If the script exits non-zero, log a warning but continue (regeneration errors are non-blocking).

---

Stage 8a: Lifecycle TTS Notification

Fire TTS and WezTerm tab coloring after artifact linking is complete:

lifecycle_script=".claude/scripts/lifecycle-notify.sh"
if [ -f "$lifecycle_script" ]; then
    bash "$lifecycle_script" "$STATE_STATUS" &
fi

Non-blocking: called in background after artifacts are linked. Speaks "Tab N STATUS" (e.g., "Tab 3 planned") to announce the lifecycle transition.

---

Stage 9: Git Commit

Commit changes with session ID:

git add -A
git commit -m "task ${task_number}: create implementation plan

Session: ${session_id}

---

Stage 10: Cleanup

Remove marker and metadata files:

rm -f "specs/${padded_num}_${project_name}/.postflight-pending"
rm -f "specs/${padded_num}_${project_name}/.postflight-loop-guard"
rm -f "specs/${padded_num}_${project_name}/.return-meta.json"

---

Stage 11: Return Brief Summary

Return a brief text summary (NOT JSON). Example:

Plan created for task {N}:
- {phase_count} phases defined, {estimated_hours} hours estimated
- Key phases: {phase names}
- Created plan at specs/{NNN}_{SLUG}/plans/MM_{short-slug}.md
- Status updated to [PLANNED]
- Changes committed

---

Error Handling

Input Validation Errors

Return immediately with error message if task not found or status invalid.

Metadata File Missing

If subagent didn't write metadata file:

1. Keep status as "planning"
2. Do not cleanup postflight marker
3. Report error to user

Git Commit Failure

Non-blocking: Log failure but continue with success response.

jq Parse Failure

If jq commands fail with INVALID_CHARACTER or syntax error (Issue #1132):

1. Log to errors.json:

jq --arg ts "$(date -u +%Y-%m-%dT%H:%M:%SZ)" \
   --arg sid "$session_id" \
   --arg msg "jq parse error in postflight artifact linking" \
   --argjson task "$task_number" \
  '.errors += [{
    "id": ("err_" + ($ts | gsub("[^0-9]"; ""))),
    "timestamp": $ts,
    "type": "jq_parse_failure",
    "severity": "medium",
    "message": $msg,
    "context": {"session_id": $sid, "command": "/plan", "task": $task, "checkpoint": "GATE_OUT"},
    "recovery": {"suggested_action": "Use two-step jq pattern from jq-escaping-workarounds.md", "auto_recoverable": true},
    "fix_status": "unfixed"
  }]' specs/errors.json > specs/tmp/errors.json && mv specs/tmp/errors.json specs/errors.json

2. Retry with two-step pattern (already implemented in Stage 8)

Subagent Timeout

Return partial status if subagent times out (default 1800s). Keep status as "planning" for resume.

---

MUST NOT (Postflight Boundary)

After the agent returns, this skill MUST NOT:

1. Edit source files - All planning work is done by agent
2. Run build/test commands - Verification is done by agent
3. Use research tools - Web/codebase search is for agent use only
4. Analyze task requirements - Analysis is agent work
5. Write plan files - Artifact creation is agent work

The postflight phase is LIMITED TO:

• Reading agent metadata file
• Updating status via update-task-status.sh (handles state.json + TODO.md atomically)
• Linking artifacts in state.json
• Git commit
• Cleanup of temp/marker files

Reference: @.claude/context/standards/postflight-tool-restrictions.md

---

Return Format

This skill returns a brief text summary (NOT JSON). The JSON metadata is written to the file and processed internally.

Example successful return:

Plan created for task 414:
- 5 phases defined, 2.5 hours estimated
- Covers: agent structure, execution flow, error handling, examples, verification
- Created plan at specs/414_create_planner_agent/plans/MM_{short-slug}.md
- Status updated to [PLANNED]
- Changes committed with session sess_1736700000_abc123

Example partial return:

Plan partially created for task 414:
- 3 of 5 phases defined before timeout
- Partial plan saved at specs/414_create_planner_agent/plans/MM_{short-slug}.md
- Status remains [PLANNING] - run /plan 414 to complete