pm-agent

name	pm-agent
version	1.0.0
description	Use when the user wants to plan, scope, or break down work. Triggers: create spec, new feature spec, write spec, break down, decompose tasks, task breakdown, sprint planning, plan sprint, pm workflow, project management, planning agent, scope this feature, what should we build, let's plan, create tasks, load tasks, start a sprint. Use this for planning and orchestration — NOT for implementing code (use tdd-agent for implementation).

PM Agent (Planning Agent)

Overview

Audience: PM role (planning, not implementation)

This skill guides the feature-to-tasks lifecycle:

• Create feature specs from ideas
• Verify specs before tasks (audit code, MECE, sizing)
• Break specs into executable tasks (SQLite)
• Set up dependencies and sprint structure
• Start implementation with /tdd-agent
• Monitor sprint progress and unblock tasks

Key principle: PM plans and orchestrates, implementation uses tdd-agent.

Linear Integration (Optional)

If the project has a .mcp.json with Linear configured, the PM agent can use Linear MCP for planning:

Reading — browse backlog, check current cycle, read stakeholder comments, view cross-project dependencies Writing — create issues, set assignees/priorities/labels, add blocking relations, post spec summaries

Linear is for human visibility. Agents still execute against local SQLite. The sync script (./scripts/sync/sync.sh) bridges the two — pushing claim/complete/blocked updates to Linear automatically.

To set up: claude mcp add --transport sse linear-server https://mcp.linear.app/sse

Phases (Planning Agent Only)

Phase	Name	Key Action
1	Ideation	Capture in .wm/ or backlog/
1.5	Audit Code	Check what exists before speccing
2	Refinement	Write specs in todo/
2.5	Pre-Task Checklist	Audit → Patterns → MECE
2.75	Adversarial Review	Stress-test design → user decides → update spec
3	Sprint Planning	Break into tasks → SQLite
3.5	Post-Load Audit	Dependencies → Orphans → Cycles → Coverage
4	Start Implementation	Begin tasks with /tdd-agent
5	Monitor Sprint	Track progress, unblock tasks
6	Sprint Completion	Verify, clean up, close sprint

Note: Implementation uses the tdd-agent skill (main chat or parallel tabs as needed).

---

Workflow (Planning Agent)

.wm/ (scratch) → backlog/ (idea) → todo/ (spec) → VERIFY → ADVERSARIAL → tasks.db → AUDIT → dev agents
                                         ↑              ↑              ↑              ↓
                                   Pre-Task Checklist  Adversarial  Post-Load Audit  tdd-agent
                                   (patterns, MECE)    Review        (deps, orphans)

Dev agents then implement tasks in parallel using tdd-agent skill.

Stage	Location	Purpose
Scratch	.wm/	Transitory brainstorming, context dumps
Backlog	.pm/backlog/**/*.md	Raw ideas, someday items
Todo	.pm/todo/**/*.md	Active sprint specs
Pre-Verify	Pre-Task Checklist	Audit, patterns, MECE
Adversarial	User review	Stress-test design, resolve ambiguity
Tasks	.pm/tasks.db	Executable work items
Post-Verify	Post-Load Audit	Dependencies, orphans, cycles, coverage
Dev Agents	Separate tabs	Execute tasks using tdd-agent
Done	Delete the spec	Git history preserves it

---

Directory Structure

.pm/
├── schema.sql            # Schema (in git)
├── tasks.db              # Local working db (gitignored)
├── backlog/              # Ideas (unrefined)
│   └── {group}/
├── todo/                 # Active sprint specs + task seeds
│   ├── crm/
│   │   ├── 01-deals-pipeline.md
│   │   ├── ...
│   │   └── tasks.sql     # Task seed for this sprint (gitignored, local only)
│   └── domain-events/
│       └── tasks.sql
└── case-studies/         # User research

.wm/                      # Working memory (transitory, gitignored)

Key design: tasks.sql seeds are gitignored (local only). tasks.db is also gitignored — no merge conflicts. Supabase is the remote source of truth for task state; specs (.md) in git serve as the durable planning rationale.

---

Phase 1: Ideation

sqlite3 .pm/tasks.db "INSERT INTO workflow_events (sprint, task_num, event_type, skill_name, phase, session_id) VALUES ('${sprint}', ${taskNum}, 'phase_entered', 'pm-agent', 'IDEATION', '$(echo $CLAUDE_SESSION_ID)');"

Trigger: User research, feature request, brainstorm

Action: Capture in .wm/ (scratch) or .pm/backlog/ (keep)

Format: Loose, informal — one-liner to brain dump.

---

Phase 1.5: Audit Current Code (CRITICAL)

sqlite3 .pm/tasks.db "INSERT INTO workflow_events (sprint, task_num, event_type, skill_name, phase, session_id) VALUES ('${sprint}', ${taskNum}, 'phase_entered', 'pm-agent', 'AUDIT_CODE', '$(echo $CLAUDE_SESSION_ID)');"

Before writing ANY spec, audit what already exists — both in your codebase and in the wider ecosystem.

This prevents:

• Proposing components that already exist
• Creating new packages when features can extend existing ones
• Over-engineering with redundant abstractions
• Specs that duplicate existing functionality
• Designing in a vacuum without learning from best-in-class tools

Prior art research happens here too. While auditing your own code, also research how leading products solve the same problem. This feeds directly into the spec's Prior Art and Ideal State sections.

Audit Checklist

# 1. Search for existing implementations
find packages -name "*.tsx" | xargs grep -l "ComponentName"
find apps -name "*.tsx" | head -20

# 2. Check package structure
ls -la packages/*/src/ 2>/dev/null || ls -la packages/*/

# 3. Look for existing hooks
grep -r "export function use" packages/ apps/

# 4. Check what's registered/exported
grep -r "export \*" packages/ apps/

# 5. Read existing implementations before proposing new ones

What to Audit

Before speccing...	Where to look
UI components	Check CLAUDE.md → Project Structure for component paths
Hooks	Check CLAUDE.md → Project Structure for hook paths
Server actions	Check CLAUDE.md → Project Structure for action paths
API routes	Check CLAUDE.md → Project Structure for route paths

Note: Project-specific paths are defined in the project's CLAUDE.md under "Project Structure". Always check there first — never assume a directory layout.

Update Specs, Don't Duplicate

If existing code covers 80% of a spec:

1. Mark completed items in "What's Done" section
2. Reduce scope to only the remaining work
3. Delete the spec if nothing remains

Example: Root interface spec proposed new package, but Thread component in features-chat already handles everything → delete the spec.

---

Phase 2: Refinement → Spec

sqlite3 .pm/tasks.db "INSERT INTO workflow_events (sprint, task_num, event_type, skill_name, phase, session_id) VALUES ('${sprint}', ${taskNum}, 'phase_entered', 'pm-agent', 'REFINEMENT', '$(echo $CLAUDE_SESSION_ID)');"

Trigger: Deciding to work on something

Action: Move from backlog to .pm/todo/{group}/, refine into spec.

Spec is ready when:

• Goal is articulated (why we're building this, what user problem it solves)
• Success criteria defined (quantitative and/or qualitative, depending on the feature)
• Prior art reviewed (how best-in-class tools handle this)
• Problem is clear
• Solution approach defined
• Acceptance criteria are testable

Spec Template (Pyramid Principle)

Every spec follows the pyramid principle: answer first, details later. A reader should be able to stop at any heading and have the most important information at that depth.

# [Feature Name]

> One sentence: what this spec defines and why it matters.

| Field | Value |
|-------|-------|
| Status | Draft / Active / Implemented / Superseded |
| Owner | [name] |
| Last Updated | YYYY-MM-DD |
| Depends On | [links to other specs] |
| Enables | [links to other specs / roadmap goals] |

---

## Table of Contents

- [Recent Changes](#recent-changes)
- [Goal](#goal)
- [Success Criteria](#success-criteria)
- [Prior Art](#prior-art)
- [Current State](#current-state)
- [Ideal State](#ideal-state)
- [Design](#design)
- [Schema](#schema)
- [Implementation Plan](#implementation-plan)
- [Open Questions](#open-questions)
- [References](#references)

---

## Recent Changes

Reverse-chronological. A returning reader scans this and knows whether to re-read anything below.

| Date | What changed | Section |
|------|-------------|---------|
| YYYY-MM-DD | Added X based on Y | [Design > Sub-section](#sub-section) |
| YYYY-MM-DD | Initial spec | All |

---

## Goal

**Why are we building this?** What user problem does it solve? What's the motivation?

1-3 sentences. A reader should understand the purpose before anything else.

---

## Success Criteria

**How do we know this worked?** Mix of quantitative and qualitative depending on the feature.

- [Quantitative: metric X improves by Y%, load time under Z ms, etc.]
- [Qualitative: users can complete X without asking for help, workflow feels intuitive, etc.]

---

## Prior Art

**How do best-in-class tools handle this?** 2-3 examples with what they do well and what we'd do differently.

- **[Tool A]**: [what they do, what's good, what we'd change]
- **[Tool B]**: [what they do, what's good, what we'd change]

*(Use web search to research how leading products solve this problem.)*

---

## Current State

**What exists today.** 3-5 bullets. Ground the reader before the ideal state.

- [what is done]
- [what is partially done]
- [what is not started]

---

## Ideal State

**What does the best possible version look like, unconstrained?** Describe the dream — no resource, time, or technical constraints. This is the north star.

1-2 paragraphs. The Design section below scopes down from this ideal, making trade-offs explicit.

---

## Design

**What we're actually building, given constraints.** Each subsection opens with a **one-sentence answer** (what we decided), then reasoning, then details.

**Trade-offs from ideal**: [What we're deferring and why — makes the gap between Ideal State and Design explicit]

**This spec covers**:
- Component A
- Component B

**Out of scope**:
- [Topic X] → `other-spec.md`

---

## Schema

SQL, TypeScript interfaces, or data model definitions. Separated from prose for easy reference.

*(Optional — only if the spec defines data structures.)*

---

## Implementation Plan

| # | Task | Done When |
|---|------|-----------|
| 1 | Create X | X exists and works |
| 2 | Build Y | Y renders correctly |

*(Optional — some specs are vision-only, not yet implementation-ready.)*

---

## Open Questions

Numbered. Resolved questions are struck through with the answer inline (not deleted — the resolution is valuable context).

1. ~~Should we use X or Y?~~ **Resolved**: X, because [reason].
2. How do we handle Z?

---

## References

- Related spec: `related-spec.md`
- Skill: `.claude/skills/{relevant-skill}`

Key template rules:

• Recent Changes is the second section — eliminates "re-read the whole spec" friction
• Goal → Success Criteria → Prior Art before Design — establish the "why," how you'll measure it, and what good looks like before proposing a solution
• Current State before Ideal State — "where are we" before "where we could go"
• Ideal State before Design — dream version first, then scope down with explicit trade-offs
• One-line summary under the title — forces clarity, makes directory scanning fast
• Struck-through open questions — resolved questions keep their reasoning
• Not every section is required — Schema and Implementation Plan are optional

MECE Principle

Specs should be Mutually Exclusive, Collectively Exhaustive:

• No overlaps: Each task belongs to exactly one spec
• No gaps: Together, specs cover the entire feature
• Cross-reference: Use "Out of scope → see X" to redirect

Bad (overlapping):

# 01-root-interface.md
Tasks: Layout, Composer, File upload, CSV parsing

# 02-attachments.md
Tasks: File upload, CSV parsing  ← OVERLAP!

Good (MECE):

# 01-root-interface.md
Tasks: Layout, Composer
Out of scope: File handling → 02-attachments.md

# 02-attachments.md
Tasks: File upload, context injection
Out of scope: Import logic → 03-import-agent.md

Phased Work

For multi-phase features, use separate task tables:

## Phase 1: Foundation

| # | Task | Done When |
|---|------|-----------|
| 1 | Create package | Build succeeds |
| 2 | Basic layout | Component renders |

---

## Phase 2: Features (depends on Phase 1)

| # | Task | Done When |
|---|------|-----------|
| 3 | Add streaming | Text streams |
| 4 | Add progress | Progress shows |

---

Phase 2.5: Pre-Task Checklist

sqlite3 .pm/tasks.db "INSERT INTO workflow_events (sprint, task_num, event_type, skill_name, phase, session_id) VALUES ('${sprint}', ${taskNum}, 'phase_entered', 'pm-agent', 'PRE_TASK_CHECKLIST', '$(echo $CLAUDE_SESSION_ID)');"

Before translating specs into tasks, run this checklist.

Checklist

□ 1. AUDIT CODE
    - Run `/code-health` full scan to establish baseline debt level
    - Note critical findings — new tasks touching flagged files should include cleanup
    - Spin up parallel subagents per spec area
    - What exists? Update "What's Done" sections
    - What's missing/blocked? Flag external deps
    - Where does code live? New package or extend existing?
    - Delete specs if 100% complete
    - Read existing hooks/utils before proposing new ones
    - Check what SDK/framework already provides

□ 2. PATTERN CHECK
    - Spin up subagent to check specs against .claude/skills/
    - Do tasks follow existing patterns? (hooks, components, actions)
    - Are we duplicating something that already exists?

□ 3. MECE CHECK
    - No overlaps between specs
    - Cross-refs for out-of-scope items

□ 4. SCOPE CHECK WITH USER
    - Task count reasonable? (50-100 ideal, flexible)
    - Any obvious gaps or concerns before adversarial review?
    - Proceed to Phase 2.75 (Adversarial Review)

Task Quality Checks

Before loading to SQLite:

Check	Bad	Good
Done When	"works", "done"	See "Done When" examples below
Task size	Multi-day epic	One session (see sizing guide)
Description	"as discussed"	Standalone context
Dependencies	Spec-level	Task-level

"Done When" Examples

Pure logic / utilities:

• Bad: "Parses CSV", "works"
• Good: "Unit test passes, returns headers + first N rows"

UI components:

• Bad: "Component renders"
• Good: "Component renders with mock data, Storybook story added"

Hooks:

• Bad: "Hook works"
• Good: "Hook returns expected state, unit test passes"

Integrations:

• Bad: "Wired up"
• Good: "Manual verification: action triggers expected behavior"

Server actions / tools:

• Bad: "Creates investors"
• Good: "Integration test passes, creates investors in DB"

Task Sizing Guide

Target: 2-4 tasks per spec. Each spec should have exactly 2-4 tasks. If you have more, combine related work. If you have fewer, consider if the spec is too small.

E2E specs: Single task. All E2E verification for a sprint should be ONE task, not split by feature.

One session = 15-60 minutes of focused work.

Size	Example	Verdict
✅ OK	"Create CRUD server actions for investors"	One pattern, 4-5 functions
✅ OK	"Create 4 components for investor domain"	Same structure, different data
✅ OK	"Remove Mastra wrapper + sync persistence"	Linear sequence, same concern
⚠️ Split	"Build investor import with preview, validation, creation"	3 distinct phases with different concerns
❌ Epic	"Implement agent progress UI"	Entire spec, not a task
❌ Over-split	9 tasks for one spec	Combine into 2-4 larger tasks

When to Split vs Combine

Combine into ONE task when steps are:

• Linear sequence (A → B → C, no branching)
• Same concern/domain
• No external dependencies between steps
• Natural stopping point only at the end

Split into MULTIPLE tasks when:

• Steps can be done in parallel
• Different people could work on them
• External dependency between steps (e.g., needs API before UI)
• Natural stopping points exist

Example: Refactoring

Bad (over-split):

| 1 | Investigate extraction feasibility | Decision doc |
| 2 | Extract createAgentTransport utility | Utility + tests |
| 3 | Extract useThreadId hook | Hook + tests |
| 4 | Simplify useAgentChat | Main hook ~100 lines |

These are a linear sequence with no branching. One task.

Good (single task):

| 1 | Refactor useAgentChat into smaller units | Extract transport + threadId hooks, ~100 lines, tests pass |

Why? When visualized as a dependency graph, linear sequences have no interconnections. They're one unit of work.

---

Phase 2.75: Adversarial Review

sqlite3 .pm/tasks.db "INSERT INTO workflow_events (sprint, task_num, event_type, skill_name, phase, session_id) VALUES ('${sprint}', ${taskNum}, 'phase_entered', 'pm-agent', 'ADVERSARIAL_REVIEW', '$(echo $CLAUDE_SESSION_ID)');"

Trigger: Pre-Task Checklist (2.5) complete. Spec written, code audited, patterns checked, MECE verified. Design has NOT yet been broken into tasks.

Purpose: Stress-test the spec's design decisions, data model, edge cases, and assumptions before committing to a task breakdown. It's 10x cheaper to find a design flaw here than during implementation.

Two-Agent Pipeline

Uses two sequential subagents. Detailed prompts are in templates/adversarial-review.md.

Agent 1 — Question Generator: Reads the spec, schema, and audit context. Generates 8-15 adversarial questions covering categories relevant to the spec (state transitions, race conditions, edge cases, failure modes, data integrity, etc.). Each question includes 2-4 options with a recommended choice and schema/spec impact notes.

Agent 2 — Review & Present: Reviews Agent 1's output. Challenges recommendations, adds implementation notes to each option, flags low-value questions as SKIP, adds 1-2 missed questions if needed. Then reorders surviving questions: groups by theme, foundational decisions first, leaf decisions last. Produces the final formatted review.

Presenting to User

Present the full adversarial review. The format allows rapid responses:

User: "1A, 2B, 3A, 4C, 5A, 6A, 7A, 8B"

Processing Decisions

After the user responds:

1. Parse responses — map each answer to the chosen option
2. Update the spec's Open Questions section — record each decision as a resolved question:

   ~~Q: {adversarial question}~~ **Resolved**: {chosen option + rationale}
   

3. Apply schema changes required by the chosen options
4. Summarize changes — tell the user what was updated
5. Get explicit approval — "Spec updated with adversarial decisions. Ready to create tasks?"
6. Proceed to Phase 3 (Sprint Planning) only after user confirms

When to Re-Run

• Spec changes significantly after the review (new major section or redesigned data model)
• New external dependency or constraint discovered
• User requests it explicitly

---

Phase 3: Sprint Planning

sqlite3 .pm/tasks.db "INSERT INTO workflow_events (sprint, task_num, event_type, skill_name, phase, session_id) VALUES ('${sprint}', ${taskNum}, 'phase_entered', 'pm-agent', 'SPRINT_PLANNING', '$(echo $CLAUDE_SESSION_ID)');"

Trigger: Starting new sprint (after Pre-Task Checklist + Adversarial Review complete, user approved)

Actions:

1. Pick spec(s) from todo/ — multiple specs per sprint is normal
2. Write tasks.sql in the sprint folder (e.g., .pm/todo/crm/tasks.sql)
3. Initialize local db from schema + seed(s)

Task granularity: One session. Each task should be completable in a single focused work session.

Source of truth: Specs (.md) stay in git as planning rationale. tasks.sql is local-only (gitignored) -- used to seed your local tasks.db. Task state syncs to Supabase so other developers see progress without exchanging SQL files.

Initialize Local Database

# Fresh start (loads schema + all active sprints)
sqlite3 .pm/tasks.db < .pm/schema.sql
sqlite3 .pm/tasks.db < .pm/todo/crm/tasks.sql
sqlite3 .pm/tasks.db < .pm/todo/domain-events/tasks.sql

# Add new sprint tasks (keeps existing progress)
sqlite3 .pm/tasks.db < .pm/todo/new-sprint/tasks.sql

Writing tasks.sql

PM writes tasks as INSERT statements in .pm/todo/{sprint}/tasks.sql. Lives with specs.

-- .pm/todo/crm/tasks.sql
INSERT INTO tasks (sprint, spec, task_num, title, type, owner, skills, estimated_minutes, complexity, complexity_notes, done_when, description) VALUES
('crm-foundation', '01-deals-pipeline.md', 1, 'Create CRM tasks table', 'database', 'adam', 'database',
  30, 'medium', NULL,
  'Migration runs, RLS policies pass pgTap (positive + negative cases)',
  'Build tasks table for human-in-the-loop agent approvals.');

INSERT INTO task_dependencies (sprint, task_num, depends_on_sprint, depends_on_task) VALUES
('crm-foundation', 2, 'crm-foundation', 1);  -- task 2 depends on task 1

Column formats:

• sprint: Sprint name (e.g., 'crm-foundation')
• spec: Spec file name (e.g., '01-deals-pipeline.md')
• task_num: Sequential number within sprint (1, 2, 3...)
• type: Task layer — one of: database, actions, frontend, infra, agent, e2e, docs. See "Task Type Guide" below
• owner: Engineer assigned (e.g., 'ada', 'adam')
• skills: Comma-separated skills to invoke (e.g., 'database', 'server-actions, tanstack-hooks')
• estimated_minutes: PM's time estimate in minutes — set at planning time, never adjusted after work starts
• complexity: One of low, medium, high, unknown. High = wider probability distribution on completion time
• complexity_notes: Why it's complex (e.g., 'unstable API', 'heavy cross-service integration', 'first time using this library'). Leave NULL for straightforward tasks

Estimation Guidelines

Set estimated_minutes for every task during planning. This is the PM's best guess in minutes before work starts. Don't adjust after seeing actuals — the whole point is measuring estimation accuracy over time.

Rules of thumb for complexity:

• low — Repeated pattern, no external dependencies, isolated scope (e.g., "another CRUD endpoint")
• medium — Some integration, well-documented APIs, moderate scope
• high — Unstable APIs, cross-service coordination, novel technology, unclear requirements
• unknown — Genuinely can't assess. Use sparingly — try to classify as low/medium/high first

Task Type Guide

The type field determines which automated checks run during implementation:

Type	What triggers automatically	Use when
database	Database-specific audit patterns	Migrations, RLS policies, schema changes
actions	Server action patterns	Server actions, API handlers, business logic
frontend	/frontend-review runs after GREEN	UI components, pages, layouts, styling, anything the user sees
infra	Infrastructure audit	CI/CD, deployment, config, tooling
agent	Agent-specific patterns	AI agent definitions, prompts, tools
e2e	E2E-specific audit (single subagent)	End-to-end test specs
docs	No automated checks	Documentation, READMEs, guides

Important: type: frontend triggers the multi-agent frontend review (programmatic + vision + interaction). If a task touches UI, set type: frontend so the review runs automatically. Tasks that only touch backend logic (even if they affect what the frontend displays) should use actions or database.

Task Description Standard

Tasks must be executable in isolation. Include enough context that someone unfamiliar with the spec can complete the task without asking questions.

Good:

Add RLS policy for investors table. Users should only see investors
belonging to their company. Pattern: see existing policy on batches table.

Bad:

Add RLS policy as discussed.

Setting Dependencies

# Create tasks with explicit task_num
sqlite3 .pm/tasks.db "INSERT INTO tasks (sprint, task_num, title) VALUES
  ('agent', 1, 'Write RLS policy for investors'),
  ('agent', 2, 'Create getInvestor server action'),
  ('agent', 3, 'Build InvestorDetail component');"

# Task 2 depends on 1, Task 3 depends on 2 (within same sprint)
sqlite3 .pm/tasks.db "INSERT INTO task_dependencies VALUES
  ('agent', 2, 'agent', 1),
  ('agent', 3, 'agent', 2);"

E2E Spec (One Per Sprint)

CRITICAL: Implementation specs do NOT include E2E tasks.

Each sprint gets ONE E2E spec that runs after all implementation is complete.

Structure:

.pm/todo/<sprint>/
├── 01-feature-a.md      # Implementation spec
├── 02-feature-b.md      # Implementation spec
├── ...
└── 99-e2e-verification.md   # E2E spec (runs last)

E2E Spec Creation:

1. Create 99-e2e-verification.md during sprint planning
2. Leave tasks section minimal initially
3. Populate tasks AFTER implementation specs are done
4. One E2E task per spec area (not per individual test)

Template: See templates/e2e-spec.md

E2E Task Dependencies:

# E2E task (last task in sprint) depends on all other tasks
# Example: E2E is task 51, depends on tasks 1-50
sqlite3 .pm/tasks.db "
  INSERT INTO task_dependencies (sprint, task_num, depends_on_sprint, depends_on_task)
  SELECT 'crm-foundation', 51, 'crm-foundation', task_num
  FROM tasks
  WHERE sprint = 'crm-foundation' AND task_num < 51;"

---

Phase 3.5: Post-Load Audit

sqlite3 .pm/tasks.db "INSERT INTO workflow_events (sprint, task_num, event_type, skill_name, phase, session_id) VALUES ('${sprint}', ${taskNum}, 'phase_entered', 'pm-agent', 'POST_LOAD_AUDIT', '$(echo $CLAUDE_SESSION_ID)');"

Trigger: Tasks loaded to SQLite, before starting implementation

Actions: Run subagent checks to verify task quality and dependencies.

Audit Checklist

□ 1. DEPENDENCY AUDIT
    - Check available_tasks count vs total tasks
    - If >50% available immediately → missing dependencies
    - E2E tests MUST depend on features they test
    - Sequential work (sidebar → hooks → prompts → wire) needs ordering
    - Cross-spec dependencies captured (import agent → progress UI)

□ 2. ORPHAN CHECK
    - Tasks with no dependencies AND nothing depends on them
    - May be valid (standalone components) or missing links

□ 3. CYCLE CHECK
    - No circular dependencies (A → B → A)
    - SQLite won't catch this automatically

□ 4. COVERAGE CHECK
    - Every spec has tasks loaded
    - Task count matches spec's "Suggested Tasks" section

Subagent Audit Script

# 1. Dependency ratio check
echo "=== Dependency Audit ==="
TOTAL=$(sqlite3 .pm/tasks.db "SELECT COUNT(*) FROM tasks WHERE sprint = 'SPRINT';")
AVAILABLE=$(sqlite3 .pm/tasks.db "SELECT COUNT(*) FROM available_tasks WHERE sprint = 'SPRINT';")
RATIO=$(echo "scale=0; $AVAILABLE * 100 / $TOTAL" | bc)
echo "Available: $AVAILABLE / $TOTAL ($RATIO%)"
if [ "$RATIO" -gt 50 ]; then
  echo "⚠️  WARNING: >50% tasks have no dependencies - likely missing!"
fi

# 2. Orphan check (no deps in or out)
echo -e "\n=== Orphan Tasks ==="
sqlite3 -header -column .pm/tasks.db "
  SELECT task_num, substr(title, 1, 40) as title
  FROM tasks t
  WHERE sprint = 'SPRINT'
  AND NOT EXISTS (SELECT 1 FROM task_dependencies d WHERE d.sprint = t.sprint AND d.task_num = t.task_num)
  AND NOT EXISTS (SELECT 1 FROM task_dependencies d WHERE d.depends_on_sprint = t.sprint AND d.depends_on_task = t.task_num);
"

# 3. E2E test dependency check
echo -e "\n=== E2E Tests Without Dependencies ==="
sqlite3 -header -column .pm/tasks.db "
  SELECT task_num, substr(title, 1, 40) as title
  FROM tasks t
  WHERE sprint = 'SPRINT'
  AND title LIKE 'E2E%'
  AND NOT EXISTS (SELECT 1 FROM task_dependencies d WHERE d.sprint = t.sprint AND d.task_num = t.task_num);
"

# 4. Coverage check
echo -e "\n=== Tasks Per Spec ==="
sqlite3 -header -column .pm/tasks.db "
  SELECT spec_path, COUNT(*) as tasks FROM tasks
  WHERE sprint = 'SPRINT'
  GROUP BY spec_path;
"

Common Dependency Patterns

Pattern	Dependencies
UI sequence	sidebar → hooks → prompts → wire page
Agent tools	agent definition → tools → registration
Components	schemas → individual components → component tests
E2E tests	feature implementation → E2E test for that feature
Cross-spec	Import Agent → Progress UI (shows agent working)

Fixing Missing Dependencies

# Add dependency (task 5 depends on task 3, same sprint)
sqlite3 .pm/tasks.db "INSERT INTO task_dependencies VALUES ('SPRINT', 5, 'SPRINT', 3);"

# Bulk add: E2E tests depend on wiring tasks
sqlite3 .pm/tasks.db "
  INSERT INTO task_dependencies (sprint, task_num, depends_on_sprint, depends_on_task)
  SELECT t.sprint, t.task_num, w.sprint, w.task_num
  FROM tasks t, tasks w
  WHERE t.title LIKE 'E2E%'
  AND w.title LIKE 'Wire % page%'
  AND t.sprint = w.sprint;
"

---

Phase 4: Start Implementation

sqlite3 .pm/tasks.db "INSERT INTO workflow_events (sprint, task_num, event_type, skill_name, phase, session_id) VALUES ('${sprint}', ${taskNum}, 'phase_entered', 'pm-agent', 'START_IMPLEMENTATION', '$(echo $CLAUDE_SESSION_ID)');"

Trigger: Tasks loaded and audited, ready for implementation

Goal: Begin task implementation using /tdd-agent

Execution Model

Main chat handles implementation. No separate "dev agent" tabs needed by default.

# Show available tasks to start
sqlite3 .pm/tasks.db "SELECT id, title, done_when FROM available_tasks WHERE sprint = 'SPRINT_NAME' LIMIT 10;"

Then invoke /tdd-agent and start implementing.

Parallelism (Optional)

If multiple tasks from same spec can run concurrently:

Scenario	Approach
Sequential tasks (dependencies)	Stay in main chat
Parallel tasks (no dependencies)	User opens new tab, invokes /tdd-agent there

User decides when to parallelize. Each tab runs its own tdd-agent independently.

Quick Start

PM: "Tasks loaded. 10 available. Start with task #5 - Create parseCSVPreview utility."

User/Agent:
1. Invoke `/tdd-agent`
2. Pick task #5
3. Follow RED → GREEN → REFACTOR → AUDIT → CODIFY workflow
4. Complete task, pick next available task
5. Repeat until sprint complete

---

Phase 4.5: Handle Future Enhancements (Discovered During Implementation)

sqlite3 .pm/tasks.db "INSERT INTO workflow_events (sprint, task_num, event_type, skill_name, phase, session_id) VALUES ('${sprint}', ${taskNum}, 'phase_entered', 'pm-agent', 'FUTURE_ENHANCEMENTS', '$(echo $CLAUDE_SESSION_ID)');"

Trigger: Discover future work while implementing tasks

Protocol: Ask user for approval, then add directly to spec and tasks.db

Workflow

1. Discover enhancement during implementation
2. Ask user for approval:

   "Found potential enhancement: Add attachment metadata display in chat history.
   Should I add this to the spec and create a task? (Y/N)"
   

3. If approved:
   • Update spec with new item
   • Add task to tasks.db (see templates/adding-tasks.md for examples)
   • Set dependencies if needed
4. If deferred: Note in completion report, move on

Example

Agent: "Discovered 2 potential enhancements:
1. UI preview of attachment context before sending (2 tasks)
2. Attachment metadata display in chat history (1 task)

Should I add these to the spec and create tasks?"

User: "Add #2, defer #1 to backlog"

Agent:
- Updates 01-attachments.md with item #2
- Adds task #69 to tasks.db
- Notes #1 in completion report for backlog

Task Creation Reference

See templates/adding-tasks.md for:

• INSERT syntax for tasks.db
• Setting dependencies
• Linking to specs

---

Code Review → Task Creation

Trigger: Reviewing code (PR review, commit review, architecture audit) and discovering issues

Use case: Tech debt, pattern violations, refactoring opportunities found during code review — not during implementation.

When to Use

Scenario	Action
Pattern violation in existing code	Create task in current sprint
Tech debt discovered in review	Create task, link to spec if exists
Audit finding (security, perf)	Create task with appropriate priority
Refactoring opportunity	Create task, set dependencies on affected work

Workflow

1. Identify the issue during code review
2. Determine task details:
   • Which sprint? (current sprint or create new)
   • Which spec? (existing or NULL for standalone)
   • Next task_num in that sprint
   • Type, skills, done_when
3. Add task directly to tasks.db:

# Find next task_num for sprint
sqlite3 .pm/tasks.db "SELECT MAX(task_num) + 1 FROM tasks WHERE sprint = 'SPRINT';"

# Add the task
sqlite3 .pm/tasks.db "INSERT INTO tasks (sprint, spec, task_num, title, type, skills, done_when, description) VALUES
('SPRINT', 'SPEC.md', TASK_NUM, 'TITLE', 'TYPE', 'SKILLS',
'DONE_WHEN',
'DESCRIPTION with context about why this was identified and what commit/code it relates to.');"

4. Optionally persist to tasks.sql (if task should be in git):

# Append to sprint's tasks.sql for persistence
echo "INSERT INTO tasks (...) VALUES (...);" >> .pm/todo/SPRINT/tasks.sql

Example: Pattern Violation Found in Review

# Reviewing commit fc041c80, found server action with business logic
# that should be extracted to reusable functions

sqlite3 .pm/tasks.db "INSERT INTO tasks (sprint, spec, task_num, title, type, skills, done_when, description) VALUES
('demo-ready', '03-entity-transitions.md', 14,
'Extract entity-transitions business logic to reusable functions',
'actions',
'server-actions, testing-unit',
'Business logic extracted to reusable functions with unit tests, server actions are thin wrappers',
'Refactor server action to follow pattern: actions should be thin wrappers, business logic in reusable functions.

Current violation (fc041c80): SQL queries directly in handler files.

Create:
- createDealFromBatchInvestor core action
- advanceDealStage core action
- createPostMeetingTask core action

Update handlers to call core actions instead of raw SQL.');"

Task Types for Review Findings

Finding Type	task.type	Example
Architecture violation	actions	Lambda business logic → core
Missing tests	e2e or docs	Coverage gap
Security issue	infra or actions	RLS policy missing
Performance issue	database or infra	Missing index, N+1 query
Documentation gap	docs	Missing skill documentation

Key Principle

Don't create backlog files for actionable tech debt. If it's worth tracking, it's worth a task in tasks.db. Backlog is for ideas that aren't yet refined enough to be tasks.

---

Phase 5: Monitor Sprint Progress

sqlite3 .pm/tasks.db "INSERT INTO workflow_events (sprint, task_num, event_type, skill_name, phase, session_id) VALUES ('${sprint}', ${taskNum}, 'phase_entered', 'pm-agent', 'MONITOR', '$(echo $CLAUDE_SESSION_ID)');"

Trigger: Dev agents are working on tasks

Action: Track progress and surface blockers

Monitor Queries

# Sprint overview
sqlite3 -header -column .pm/tasks.db "SELECT * FROM sprint_progress WHERE sprint = 'your-sprint';"

# What's blocked?
sqlite3 -header -column .pm/tasks.db "SELECT * FROM blocked_tasks WHERE sprint = 'your-sprint';"

# What needs pattern audit? (dev agents should handle this, but check)
sqlite3 -header -column .pm/tasks.db "SELECT * FROM needs_pattern_audit WHERE sprint = 'your-sprint';"

# What needs verification?
sqlite3 -header -column .pm/tasks.db "SELECT id, title, done_when FROM needs_verification WHERE sprint = 'your-sprint';"

# Refactor audit (technical debt identified)
sqlite3 -header -column .pm/tasks.db "SELECT * FROM refactor_audit WHERE sprint = 'your-sprint';"

Planning Agent Responsibilities During Sprint

• Unblock tasks: Resolve external dependencies, clarify requirements
• Adjust dependencies: If dev agents discover missing dependencies
• Coordinate: If multiple dev agents conflict on same area
• Track progress: Regular check-ins on sprint completion %
• Surface issues: Alert when blockers pile up or velocity drops

---

Phase 6: Sprint Completion

sqlite3 .pm/tasks.db "INSERT INTO workflow_events (sprint, task_num, event_type, skill_name, phase, session_id) VALUES ('${sprint}', ${taskNum}, 'phase_entered', 'pm-agent', 'SPRINT_COMPLETION', '$(echo $CLAUDE_SESSION_ID)');"

Trigger: All tasks green and audited (dev agents report completion)

Template: See templates/sprint-completion-report.md for detailed steps.

Actions (planning agent):

1. Pre-Cleanup Verification

# Verify all tasks green and audited
sqlite3 .pm/tasks.db "
  SELECT
    COUNT(*) as total,
    SUM(CASE WHEN status = 'green' THEN 1 ELSE 0 END) as green,
    SUM(CASE WHEN pattern_audited = 1 THEN 1 ELSE 0 END) as audited,
    SUM(CASE WHEN verified = 1 THEN 1 ELSE 0 END) as verified
  FROM tasks WHERE sprint = 'SPRINT_NAME';
"

# Check all specs have "Status: Done" with conclusions

2. Frontend Review (if UI-heavy sprint)

If any sprint task has type: frontend or modifies component/page files, run /frontend-review on affected pages before verify-agent. The frontend review agent reads the JSON report's status field — pass means the page is cleared, fail or max_iterations means issues remain.

3. Sprint Verification (verify-agent)

User spins up a verify-agent agent to run:

1. E2E Tests - functional correctness, diagnose failures via screenshots
2. Visual Iteration - temp screenshot tests for UI polish (if UI-heavy sprint)

Two tools available in verify-agent:

• Tool 1: Run E2E tests, if failure → read screenshot → diagnose → fix → re-run
• Tool 2: Write temp test → screenshot page → assess visual issues → fix CSS → iterate

If verify-agent escalates to bug-workflow: bug-workflow investigates with temp E2E tests + console capture + database queries, returns findings, verify-agent continues.

4. Handle Issues Found

If issues found during verification:

1. verify-agent fixes directly: Most issues can be fixed and committed by verify-agent

2. Escalate to bug-workflow: If can't diagnose from screenshots, bug-workflow investigates

3. Create hotfix task: For complex issues requiring separate task tracking

4. PM verifies fix: Re-run affected manual check

Note: PM does NOT invoke /bug-workflow — that's for dev agents. PM's job is to document the bug and create the task.

5. Git Squash (Consolidate Commits)

Before cleanup, squash commits per task for clean git history.

# Preview what will be squashed (dry-run)
./scripts/git/squash-sprint.sh SPRINT_NAME

# Shows:
# [Task #105] 5 commits → 1 commit
# [Task #106] 3 commits → 1 commit
# [Sprint: SPRINT_NAME] 2 commits → 1 commit
# Before: 10 commits | After: 3 commits

# Execute the squash (creates backup branch first)
./scripts/git/squash-sprint.sh SPRINT_NAME --execute

Safety:

• Dry-run by default (must pass --execute)
• Creates backup branch before squashing
• Aborts if commits already pushed to origin

Result: One commit per task, clean history for rollback.

6. .wm/ Cleanup (Haiku Subagent)

Spawn Haiku subagent to categorize .wm/ files:

• DELETE: Sprint-specific notes (task-N-*.md, *-plan.md, *-summary.md)
• KEEP: Persistent context, unrelated to sprint
• DISTILL: Patterns worth extracting to skills

Execute deletions. PM approves any distillations.

7. Tasks.db Cleanup

No cleanup needed. Since tasks.db is gitignored and local to each developer:

• Each developer keeps their own progress
• No merge conflicts
• Delete completed sprint's tasks locally when you want: DELETE FROM tasks WHERE sprint = 'old-sprint';
• Or just keep them — they don't affect anything

8. Specs Cleanup

rm .pm/todo/<sprint>/*
rmdir .pm/todo/<sprint>

9. Sprint Retrospective

Document briefly:

• Patterns emerged: What was codified in skills?
• What worked well: Process improvements
• What didn't work: Friction points
• Next sprint: Considerations to carry forward

---

Schema Reference

Tasks Table

Primary Key: (sprint, task_num) — task numbers are unique within a sprint.

Column	Type	Purpose
sprint	TEXT	Sprint name (part of PK)
spec	TEXT	Spec file name (e.g., '01-deals-pipeline.md')
task_num	INTEGER	Task number within sprint (part of PK)
title	TEXT	What to do
description	TEXT	Context (executable in isolation)
done_when	TEXT	What makes this done
status	TEXT	TDD stages: pending → red → green (or blocked)
blocked_reason	TEXT	Why task is blocked (if status = blocked)
type	TEXT	database, actions, frontend, infra, agent, e2e, docs
owner	TEXT	Engineer assigned
skills	TEXT	Comma-separated skills to invoke (e.g., 'database, server-actions')
pattern_audited	BOOLEAN	Dev agent audited patterns after implementation
pattern_audit_notes	TEXT	What patterns were found/documented
skills_updated	BOOLEAN	Dev agent updated relevant skills
skills_update_notes	TEXT	What skill updates were made
tests_pass	BOOLEAN	All tests passing
testing_posture	TEXT	Grade: A, B, C, D, F (target: A)

Dependencies Table

task_dependencies (sprint, task_num, depends_on_sprint, depends_on_task)

Views

View	Purpose
available_tasks	Pending tasks with no unfinished dependencies

---

Quick Reference

Initialize Local Database

# Load schema + sprint tasks
sqlite3 .pm/tasks.db < .pm/schema.sql
sqlite3 .pm/tasks.db < .pm/todo/crm/tasks.sql

Common Queries

# What's available to work on?
sqlite3 -header -column .pm/tasks.db "SELECT sprint, task_num, title, owner FROM available_tasks;"

# List all tasks in a sprint
sqlite3 -header -column .pm/tasks.db "SELECT task_num, title, status, type, owner FROM tasks WHERE sprint = 'crm-foundation' ORDER BY task_num;"

# Mark task in progress
sqlite3 .pm/tasks.db "UPDATE tasks SET status = 'in_progress' WHERE sprint = 'crm-foundation' AND task_num = 5;"

# Mark task done
sqlite3 .pm/tasks.db "UPDATE tasks SET status = 'done' WHERE sprint = 'crm-foundation' AND task_num = 5;"

---

File Locations

Type	Path
Ideas	.pm/backlog/**/*.md
Sprint specs	.pm/todo/{sprint}/*.md
Task seeds	.pm/todo/{sprint}/tasks.sql (gitignored -- local seed script)
Local task db	.pm/tasks.db (gitignored)
Schema	.pm/schema.sql
Working memory	.wm/**/*.md
User research	.pm/case-studies/**/*.md
Dev agent workflow	.claude/skills/tdd-agent/SKILL.md

---

Separation of Concerns

PM Role (this skill):

• Create specs
• Audit existing code
• Break specs into tasks
• Set dependencies
• Audit task structure (pre/post load)
• Monitor sprint progress
• Unblock tasks
• Verify sprint completion

Implementation Role (tdd-agent skill):

• Invoke /tdd-agent
• Pick available tasks
• Implement with TDD (RED → GREEN → REFACTOR)
• Run quality checks
• Execute 3-subagent audits (subagents for auditing only)
• Update tasks.db with status and findings
• Report blockers
• Move to next task

Key principle: PM orchestrates, implementation happens in main chat (or parallel tabs as needed).

---

Workflow Complete

sqlite3 .pm/tasks.db "INSERT INTO workflow_events (sprint, task_num, event_type, skill_name, phase, metadata) VALUES ('${sprint}', ${taskNum}, 'task_completed', 'pm-agent', 'DONE', '{\"status\": \"completed\"}');"

Status: LIVE Database: .pm/tasks.db (SQLite via Bash) Related Skill: tdd-agent (for dev agents) Invoked By: Planning agent only