@ktpartners/dgs-platform 2.6.2

package/deliver-great-systems/templates/phase-prompt.md

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+# Phase Prompt Template
+
+> **Note:** Planning methodology is in `agents/dgs-planner.md`.
+> This template defines the PLAN.md output format that the agent produces.
+
+Template for `phases/XX-name/{phase}-{plan}-PLAN.md` (in planning root) - executable phase plans optimized for parallel execution.
+
+> **Layout-agnostic:** The `@` references in `<context>` blocks use paths relative to the planning root. The executor resolves these via init output paths at runtime, supporting both standard and root layouts.
+
+**Naming:** Use `{phase}-{plan}-PLAN.md` format (e.g., `01-02-PLAN.md` for Phase 1, Plan 2)
+
+---
+
+## File Template
+
+```markdown
+---
+phase: XX-name
+plan: NN
+type: execute
+wave: N                     # Execution wave (1, 2, 3...). Pre-computed at plan time.
+depends_on: []              # Plan IDs this plan requires (e.g., ["01-01"]).
+files_modified: []          # Files this plan modifies.
+autonomous: true            # false if plan has checkpoints requiring user interaction
+requirements: []            # REQUIRED — Requirement IDs from ROADMAP this plan addresses. MUST NOT be empty.
+created_by: ""              # Author who created this plan (set by planner from init author)
+user_setup: []              # Human-required setup Claude cannot automate (see below)
+
+# Goal-backward verification (derived during planning, verified after execution)
+must_haves:
+  truths: []                # Observable behaviors that must be true for goal achievement
+  artifacts: []             # Files that must exist with real implementation
+  key_links: []             # Critical connections between artifacts
+---
+
+<objective>
+[What this plan accomplishes]
+
+Purpose: [Why this matters for the project]
+Output: [What artifacts will be created]
+</objective>
+
+<execution_context>
+@~/.claude/deliver-great-systems/workflows/execute-plan.md
+@~/.claude/deliver-great-systems/templates/summary.md
+[If plan contains checkpoint tasks (type="checkpoint:*"), add:]
+@~/.claude/deliver-great-systems/references/checkpoints.md
+</execution_context>
+
+<context>
+@${project_path}
+@${roadmap_path}
+@${state_path}
+
+# Only reference prior plan SUMMARYs if genuinely needed:
+# - This plan uses types/exports from prior plan
+# - Prior plan made decision that affects this plan
+# Do NOT reflexively chain: Plan 02 refs 01, Plan 03 refs 02...
+
+[Relevant source files:]
+@src/path/to/relevant.ts
+</context>
+
+<tasks>
+
+<task type="auto">
+  <name>Task 1: [Action-oriented name]</name>
+  <files>path/to/file.ext, another/file.ext</files>
+  <read_first>path/to/reference.ext, path/to/source-of-truth.ext</read_first>
+  <action>[Specific implementation - what to do, how to do it, what to avoid and WHY. Include CONCRETE values: exact identifiers, parameters, expected outputs, file paths, command arguments. Never say "align X with Y" without specifying the exact target state.]</action>
+  <verify>[Command or check to prove it worked]</verify>
+  <acceptance_criteria>
+    - [Grep-verifiable condition: "file.ext contains 'exact string'"]
+    - [Measurable condition: "output.ext uses 'expected-value', NOT 'wrong-value'"]
+  </acceptance_criteria>
+  <done>[Measurable acceptance criteria]</done>
+</task>
+
+<task type="auto">
+  <name>Task 2: [Action-oriented name]</name>
+  <files>path/to/file.ext</files>
+  <read_first>path/to/reference.ext</read_first>
+  <action>[Specific implementation with concrete values]</action>
+  <verify>[Command or check]</verify>
+  <acceptance_criteria>
+    - [Grep-verifiable condition]
+  </acceptance_criteria>
+  <done>[Acceptance criteria]</done>
+</task>
+
+<!-- For checkpoint task examples and patterns, see @~/.claude/deliver-great-systems/references/checkpoints.md -->
+<!-- Key rule: Claude starts dev server BEFORE human-verify checkpoints. User only visits URLs. -->
+
+<task type="checkpoint:decision" gate="blocking">
+  <decision>[What needs deciding]</decision>
+  <context>[Why this decision matters]</context>
+  <options>
+    <option id="option-a"><name>[Name]</name><pros>[Benefits]</pros><cons>[Tradeoffs]</cons></option>
+    <option id="option-b"><name>[Name]</name><pros>[Benefits]</pros><cons>[Tradeoffs]</cons></option>
+  </options>
+  <resume-signal>Select: option-a or option-b</resume-signal>
+</task>
+
+<task type="checkpoint:human-verify" gate="blocking">
+  <what-built>[What Claude built] - server running at [URL]</what-built>
+  <how-to-verify>Visit [URL] and verify: [visual checks only, NO CLI commands]</how-to-verify>
+  <resume-signal>Type "approved" or describe issues</resume-signal>
+</task>
+
+</tasks>
+
+<verification>
+Before declaring plan complete:
+- [ ] [Specific test command]
+- [ ] [Build/type check passes]
+- [ ] [Behavior verification]
+</verification>
+
+<success_criteria>
+
+- All tasks completed
+- All verification checks pass
+- No errors or warnings introduced
+- [Plan-specific criteria]
+  </success_criteria>
+
+<output>
+After completion, create `phases/XX-name/{phase}-{plan}-SUMMARY.md` (in planning root)
+</output>
+```
+
+---
+
+## Frontmatter Fields
+
+| Field | Required | Purpose |
+|-------|----------|---------|
+| `phase` | Yes | Phase identifier (e.g., `01-foundation`) |
+| `plan` | Yes | Plan number within phase (e.g., `01`, `02`) |
+| `type` | Yes | Always `execute` for standard plans, `tdd` for TDD plans |
+| `wave` | Yes | Execution wave number (1, 2, 3...). Pre-computed at plan time. |
+| `depends_on` | Yes | Array of plan IDs this plan requires. |
+| `files_modified` | Yes | Files this plan touches. |
+| `autonomous` | Yes | `true` if no checkpoints, `false` if has checkpoints |
+| `requirements` | Yes | **MUST** list requirement IDs from ROADMAP. Every roadmap requirement MUST appear in at least one plan. |
+| `created_by` | No | Author who created this plan (set by planner from init author) |
+| `user_setup` | No | Array of human-required setup items (external services) |
+| `must_haves` | Yes | Goal-backward verification criteria (see below) |
+
+**Wave is pre-computed:** Wave numbers are assigned during `/dgs:plan-phase`. Execute-phase reads `wave` directly from frontmatter and groups plans by wave number. No runtime dependency analysis needed.
+
+**Must-haves enable verification:** The `must_haves` field carries goal-backward requirements from planning to execution. After all plans complete, execute-phase spawns a verification subagent that checks these criteria against the actual codebase.
+
+---
+
+## Parallel vs Sequential
+
+<parallel_examples>
+
+**Wave 1 candidates (parallel):**
+
+```yaml
+# Plan 01 - User feature
+wave: 1
+depends_on: []
+files_modified: [src/models/user.ts, src/api/users.ts]
+autonomous: true
+
+# Plan 02 - Product feature (no overlap with Plan 01)
+wave: 1
+depends_on: []
+files_modified: [src/models/product.ts, src/api/products.ts]
+autonomous: true
+
+# Plan 03 - Order feature (no overlap)
+wave: 1
+depends_on: []
+files_modified: [src/models/order.ts, src/api/orders.ts]
+autonomous: true
+```
+
+All three run in parallel (Wave 1) - no dependencies, no file conflicts.
+
+**Sequential (genuine dependency):**
+
+```yaml
+# Plan 01 - Auth foundation
+wave: 1
+depends_on: []
+files_modified: [src/lib/auth.ts, src/middleware/auth.ts]
+autonomous: true
+
+# Plan 02 - Protected features (needs auth)
+wave: 2
+depends_on: ["01"]
+files_modified: [src/features/dashboard.ts]
+autonomous: true
+```
+
+Plan 02 in Wave 2 waits for Plan 01 in Wave 1 - genuine dependency on auth types/middleware.
+
+**Checkpoint plan:**
+
+```yaml
+# Plan 03 - UI with verification
+wave: 3
+depends_on: ["01", "02"]
+files_modified: [src/components/Dashboard.tsx]
+autonomous: false  # Has checkpoint:human-verify
+```
+
+Wave 3 runs after Waves 1 and 2. Pauses at checkpoint, orchestrator presents to user, resumes on approval.
+
+</parallel_examples>
+
+---
+
+## Context Section
+
+**Parallel-aware context:**
+
+```markdown
+<context>
+@${project_path}
+@${roadmap_path}
+@${state_path}
+
+# Only include SUMMARY refs if genuinely needed:
+# - This plan imports types from prior plan
+# - Prior plan made decision affecting this plan
+# - Prior plan's output is input to this plan
+#
+# Independent plans need NO prior SUMMARY references.
+# Do NOT reflexively chain: 02 refs 01, 03 refs 02...
+
+@src/relevant/source.ts
+</context>
+```
+
+**Bad pattern (creates false dependencies):**
+```markdown
+<context>
+@${phase_dir}/03-01-SUMMARY.md  # Just because it's earlier
+@${phase_dir}/03-02-SUMMARY.md  # Reflexive chaining
+</context>
+```
+
+---
+
+## Scope Guidance
+
+**Plan sizing:**
+
+- 2-3 tasks per plan
+- ~50% context usage maximum
+- Complex phases: Multiple focused plans, not one large plan
+
+**When to split:**
+
+- Different subsystems (auth vs API vs UI)
+- >3 tasks
+- Risk of context overflow
+- TDD candidates - separate plans
+
+**Vertical slices preferred:**
+
+```
+PREFER: Plan 01 = User (model + API + UI)
+        Plan 02 = Product (model + API + UI)
+
+AVOID:  Plan 01 = All models
+        Plan 02 = All APIs
+        Plan 03 = All UIs
+```
+
+---
+
+## TDD Plans
+
+TDD features get dedicated plans with `type: tdd`.
+
+**Heuristic:** Can you write `expect(fn(input)).toBe(output)` before writing `fn`?
+→ Yes: Create a TDD plan
+→ No: Standard task in standard plan
+
+See `~/.claude/deliver-great-systems/references/tdd.md` for TDD plan structure.
+
+---
+
+## Task Types
+
+| Type | Use For | Autonomy |
+|------|---------|----------|
+| `auto` | Everything Claude can do independently | Fully autonomous |
+| `checkpoint:human-verify` | Visual/functional verification | Pauses, returns to orchestrator |
+| `checkpoint:decision` | Implementation choices | Pauses, returns to orchestrator |
+| `checkpoint:human-action` | Truly unavoidable manual steps (rare) | Pauses, returns to orchestrator |
+
+**Checkpoint behavior in parallel execution:**
+- Plan runs until checkpoint
+- Agent returns with checkpoint details + agent_id
+- Orchestrator presents to user
+- User responds
+- Orchestrator resumes agent with `resume: agent_id`
+
+---
+
+## Examples
+
+**Autonomous parallel plan:**
+
+```markdown
+---
+phase: 03-features
+plan: 01
+type: execute
+wave: 1
+depends_on: []
+files_modified: [src/features/user/model.ts, src/features/user/api.ts, src/features/user/UserList.tsx]
+autonomous: true
+---
+
+<objective>
+Implement complete User feature as vertical slice.
+
+Purpose: Self-contained user management that can run parallel to other features.
+Output: User model, API endpoints, and UI components.
+</objective>
+
+<context>
+@${project_path}
+@${roadmap_path}
+@${state_path}
+</context>
+
+<tasks>
+<task type="auto">
+  <name>Task 1: Create User model</name>
+  <files>src/features/user/model.ts</files>
+  <action>Define User type with id, email, name, createdAt. Export TypeScript interface.</action>
+  <verify>tsc --noEmit passes</verify>
+  <done>User type exported and usable</done>
+</task>
+
+<task type="auto">
+  <name>Task 2: Create User API endpoints</name>
+  <files>src/features/user/api.ts</files>
+  <action>GET /users (list), GET /users/:id (single), POST /users (create). Use User type from model.</action>
+  <verify>curl tests pass for all endpoints</verify>
+  <done>All CRUD operations work</done>
+</task>
+</tasks>
+
+<verification>
+- [ ] npm run build succeeds
+- [ ] API endpoints respond correctly
+</verification>
+
+<success_criteria>
+- All tasks completed
+- User feature works end-to-end
+</success_criteria>
+
+<output>
+After completion, create `phases/03-features/03-01-SUMMARY.md` (in planning root)
+</output>
+```
+
+**Plan with checkpoint (non-autonomous):**
+
+```markdown
+---
+phase: 03-features
+plan: 03
+type: execute
+wave: 2
+depends_on: ["03-01", "03-02"]
+files_modified: [src/components/Dashboard.tsx]
+autonomous: false
+---
+
+<objective>
+Build dashboard with visual verification.
+
+Purpose: Integrate user and product features into unified view.
+Output: Working dashboard component.
+</objective>
+
+<execution_context>
+@~/.claude/deliver-great-systems/workflows/execute-plan.md
+@~/.claude/deliver-great-systems/templates/summary.md
+@~/.claude/deliver-great-systems/references/checkpoints.md
+</execution_context>
+
+<context>
+@${project_path}
+@${roadmap_path}
+@${phase_dir}/03-01-SUMMARY.md
+@${phase_dir}/03-02-SUMMARY.md
+</context>
+
+<tasks>
+<task type="auto">
+  <name>Task 1: Build Dashboard layout</name>
+  <files>src/components/Dashboard.tsx</files>
+  <action>Create responsive grid with UserList and ProductList components. Use Tailwind for styling.</action>
+  <verify>npm run build succeeds</verify>
+  <done>Dashboard renders without errors</done>
+</task>
+
+<!-- Checkpoint pattern: Claude starts server, user visits URL. See checkpoints.md for full patterns. -->
+<task type="auto">
+  <name>Start dev server</name>
+  <action>Run `npm run dev` in background, wait for ready</action>
+  <verify>curl localhost:3000 returns 200</verify>
+</task>
+
+<task type="checkpoint:human-verify" gate="blocking">
+  <what-built>Dashboard - server at http://localhost:3000</what-built>
+  <how-to-verify>Visit localhost:3000/dashboard. Check: desktop grid, mobile stack, no scroll issues.</how-to-verify>
+  <resume-signal>Type "approved" or describe issues</resume-signal>
+</task>
+</tasks>
+
+<verification>
+- [ ] npm run build succeeds
+- [ ] Visual verification passed
+</verification>
+
+<success_criteria>
+- All tasks completed
+- User approved visual layout
+</success_criteria>
+
+<output>
+After completion, create `phases/03-features/03-03-SUMMARY.md` (in planning root)
+</output>
+```
+
+---
+
+## Anti-Patterns
+
+**Bad: Reflexive dependency chaining**
+```yaml
+depends_on: ["03-01"]  # Just because 01 comes before 02
+```
+
+**Bad: Horizontal layer grouping**
+```
+Plan 01: All models
+Plan 02: All APIs (depends on 01)
+Plan 03: All UIs (depends on 02)
+```
+
+**Bad: Missing autonomy flag**
+```yaml
+# Has checkpoint but no autonomous: false
+depends_on: []
+files_modified: [...]
+# autonomous: ???  <- Missing!
+```
+
+**Bad: Vague tasks**
+```xml
+<task type="auto">
+  <name>Set up authentication</name>
+  <action>Add auth to the app</action>
+</task>
+```
+
+**Bad: Missing read_first (executor modifies files it hasn't read)**
+```xml
+<task type="auto">
+  <name>Update database config</name>
+  <files>src/config/database.ts</files>
+  <!-- No read_first! Executor doesn't know current state or conventions -->
+  <action>Update the database config to match production settings</action>
+</task>
+```
+
+**Bad: Vague acceptance criteria (not verifiable)**
+```xml
+<acceptance_criteria>
+  - Config is properly set up
+  - Database connection works correctly
+</acceptance_criteria>
+```
+
+**Good: Concrete with read_first + verifiable criteria**
+```xml
+<task type="auto">
+  <name>Update database config for connection pooling</name>
+  <files>src/config/database.ts</files>
+  <read_first>src/config/database.ts, .env.example, docker-compose.yml</read_first>
+  <action>Add pool configuration: min=2, max=20, idleTimeoutMs=30000. Add SSL config: rejectUnauthorized=true when NODE_ENV=production. Add .env.example entry: DATABASE_POOL_MAX=20.</action>
+  <acceptance_criteria>
+    - database.ts contains "max: 20" and "idleTimeoutMillis: 30000"
+    - database.ts contains SSL conditional on NODE_ENV
+    - .env.example contains DATABASE_POOL_MAX
+  </acceptance_criteria>
+</task>
+```
+
+---
+
+## Guidelines
+
+- Always use XML structure for Claude parsing
+- Include `wave`, `depends_on`, `files_modified`, `autonomous` in every plan
+- Prefer vertical slices over horizontal layers
+- Only reference prior SUMMARYs when genuinely needed
+- Group checkpoints with related auto tasks in same plan
+- 2-3 tasks per plan, ~50% context max
+
+---
+
+## User Setup (External Services)
+
+When a plan introduces external services requiring human configuration, declare in frontmatter:
+
+```yaml
+user_setup:
+  - service: stripe
+    why: "Payment processing requires API keys"
+    env_vars:
+      - name: STRIPE_SECRET_KEY
+        source: "Stripe Dashboard → Developers → API keys → Secret key"
+      - name: STRIPE_WEBHOOK_SECRET
+        source: "Stripe Dashboard → Developers → Webhooks → Signing secret"
+    dashboard_config:
+      - task: "Create webhook endpoint"
+        location: "Stripe Dashboard → Developers → Webhooks → Add endpoint"
+        details: "URL: https://[your-domain]/api/webhooks/stripe"
+    local_dev:
+      - "stripe listen --forward-to localhost:3000/api/webhooks/stripe"
+```
+
+**The automation-first rule:** `user_setup` contains ONLY what Claude literally cannot do:
+- Account creation (requires human signup)
+- Secret retrieval (requires dashboard access)
+- Dashboard configuration (requires human in browser)
+
+**NOT included:** Package installs, code changes, file creation, CLI commands Claude can run.
+
+**Result:** Execute-plan generates `{phase}-USER-SETUP.md` with checklist for the user.
+
+See `~/.claude/deliver-great-systems/templates/user-setup.md` for full schema and examples
+
+---
+
+## Must-Haves (Goal-Backward Verification)
+
+The `must_haves` field defines what must be TRUE for the phase goal to be achieved. Derived during planning, verified after execution.
+
+**Structure:**
+
+```yaml
+must_haves:
+  truths:
+    - "User can see existing messages"
+    - "User can send a message"
+    - "Messages persist across refresh"
+  artifacts:
+    - path: "src/components/Chat.tsx"
+      provides: "Message list rendering"
+      min_lines: 30
+    - path: "src/app/api/chat/route.ts"
+      provides: "Message CRUD operations"
+      exports: ["GET", "POST"]
+    - path: "prisma/schema.prisma"
+      provides: "Message model"
+      contains: "model Message"
+  key_links:
+    - from: "src/components/Chat.tsx"
+      to: "/api/chat"
+      via: "fetch in useEffect"
+      pattern: "fetch.*api/chat"
+    - from: "src/app/api/chat/route.ts"
+      to: "prisma.message"
+      via: "database query"
+      pattern: "prisma\\.message\\.(find|create)"
+```
+
+**Field descriptions:**
+
+| Field | Purpose |
+|-------|---------|
+| `truths` | Observable behaviors from user perspective. Each must be testable. |
+| `artifacts` | Files that must exist with real implementation. |
+| `artifacts[].path` | File path relative to project root. |
+| `artifacts[].provides` | What this artifact delivers. |
+| `artifacts[].min_lines` | Optional. Minimum lines to be considered substantive. |
+| `artifacts[].exports` | Optional. Expected exports to verify. |
+| `artifacts[].contains` | Optional. Pattern that must exist in file. |
+| `key_links` | Critical connections between artifacts. |
+| `key_links[].from` | Source artifact. |
+| `key_links[].to` | Target artifact or endpoint. |
+| `key_links[].via` | How they connect (description). |
+| `key_links[].pattern` | Optional. Regex to verify connection exists. |
+
+**Why this matters:**
+
+Task completion ≠ Goal achievement. A task "create chat component" can complete by creating a placeholder. The `must_haves` field captures what must actually work, enabling verification to catch gaps before they compound.
+
+**Verification flow:**
+
+1. Plan-phase derives must_haves from phase goal (goal-backward)
+2. Must_haves written to PLAN.md frontmatter
+3. Execute-phase runs all plans
+4. Verification subagent checks must_haves against codebase
+5. Gaps found → fix plans created → execute → re-verify
+6. All must_haves pass → phase complete
+
+See `~/.claude/deliver-great-systems/workflows/verify-phase.md` for verification logic.