- 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
```bash
# 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 [$status]"
fi
```
---
### Stage 2 + Stage 3: Preflight Status Update and Postflight Marker
Source `skill-base.sh` once, then follow `@.claude/context/patterns/skill-preflight-flow.md` in
full for Stage 2 (preflight status update) and Stage 3 (marker creation):
```bash
source .claude/scripts/skill-base.sh
padded_num=$(printf "%03d" "$task_number")
skill_name="skill-planner"
operation="plan"
```
This skill supplies the shared block's preconditions: `task_number`, `padded_num`,
`project_name`, `session_id`, `operation`, `skill_name`. Follow the shared block's ordering and
failure-semantics rules exactly — do not re-inline the `update-task-status.sh preflight` call or
the `.postflight-pending` heredoc here.
---
### Stage 3a: Calculate Artifact Number
Read `next_artifact_number` from state.json and use (current-1) since plan stays in the same round as research:
```bash
# Read next_artifact_number from state.json
next_num=$(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).
```bash
# 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 Detection and Injection (Stage 4a, shared block)**
Follow `@.claude/context/patterns/lit-stage4a-flow.md` in full to resolve `--lit` and set
`lit_context`: call `literature-lit-flag-resolve.sh`, branch on all six directives
(`LIT_DISABLED`, `SUBINDEX_PRESENT`, `GLOBAL_MISSING`, `PROMPT_NEEDED`, `AUTONOMOUS_GLOBAL`,
`SPARSE_PROMPT_NEEDED`), issue the real four-option `AskUserQuestion` for the two interactive
directives (including the "Search online to ingest" option wired to the STABLE-CONTRACT
`literature-ingest-online.sh` bridge), apply the two-checkpoint sparse re-prompt after "Use
global corpus now", and take the deterministic `[lit:auto]` autonomous fallback when
`orchestrator_mode == "true"` (never calling `AskUserQuestion` in that case). This skill
supplies the shared block's preconditions: `lit_flag`, `description`, and `orchestrator_mode`
(read from the delegation context; default `"false"` when unset).
**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.
```bash
# Discover prior plan (if any)
padded_num=$(printf "%03d" "$task_number")
prior_plan_path=$(ls -1 "specs/${padded_num}_${project_name}/plans/"*.md 2>/dev/null | sort -V | tail -1)
# prior_plan_path will be empty if no prior plans exist
```
Prepare delegation context for the subagent:
```json
{
"session_id": "sess_{timestamp}_{random}",
"delegation_depth": 1,
"delegation_path": ["orchestrator", "plan", "skill-planner"],
"timeout": 1800,
"task_context": {
"task_number": N,
"task_name": "{project_name}",
"description": "{description}",
"task_type": "{task_type}"
},
"artifact_number": "{artifact_number from Stage 3a}",
"effort_flag": "{effort_flag from command, null if not set}",
"model_flag": "{model_flag from command, null if not set}",
"roadmap_flag": "{roadmap_flag from command, false if not set}",
"research_path": "{path to research report if exists}",
"prior_plan_path": "{path to latest prior plan if exists}",
"roadmap_path": "specs/ROADMAP.md",
"metadata_file_path": "specs/{NNN}_{SLUG}/.return-meta.json"
}
```
**Note**: The `artifact_number` field tells the agent which sequence number to use for artifact naming (e.g., `01`, `02`). Plan uses `(next_artifact_number - 1)` to share the same round as the preceding research.
**Model/Effort Flags**: If `model_flag` is set (haiku, sonnet, opus, fable), pass it as the `model` parameter on the Agent tool to override the agent's frontmatter default. If `effort_flag` is set (fast, hard), include it as prompt context for reasoning depth guidance.
---
### Stage 4b: Read and Inject Format Specification
Read the plan format file and prepare it for injection into the subagent prompt. This ensures the subagent always has the full format specification in its context, regardless of whether it reads the file itself.
```bash
format_content=$(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
Follow `@.claude/context/patterns/skill-self-execution-fallback.md` in full. This skill's success
status value for that block's write obligation is `"planned"`.
---
## 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:
```bash
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")
memory_candidates=$(jq -c '.memory_candidates // []' "$metadata_file")
else
echo "Error: Invalid or missing metadata file"
status="failed"
memory_candidates="[]"
fi
```
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