@sienklogic/plan-build-run 2.12.0 → 2.12.1

package/plan-build-run/workflows/settings.md

@@ -0,0 +1,145 @@
+<purpose>
+Interactive configuration of PBR workflow agents (research, plan_check, verifier) and model profile selection via multi-question prompt. Updates .planning/config.json with user preferences.
+</purpose>
+
+<required_reading>
+Read all files referenced by the invoking prompt's execution_context before starting.
+</required_reading>
+
+<process>
+
+<step name="ensure_and_load_config">
+Ensure config exists and load current state:
+
+```bash
+node ~/.claude/plan-build-run/scripts/pbr-tools.cjs config-ensure-section
+INIT=$(node ~/.claude/plan-build-run/scripts/pbr-tools.cjs state load)
+```
+
+Creates `.planning/config.json` with defaults if missing and loads current config values.
+</step>
+
+<step name="read_current">
+```bash
+cat .planning/config.json
+```
+
+Parse current values (default to `true` if not present):
+- `workflow.research` — spawn researcher during plan-phase
+- `workflow.plan_check` — spawn plan checker during plan-phase
+- `workflow.verifier` — spawn verifier during execute-phase
+- `model_profile` — which model each agent uses (default: `balanced`)
+- `git.branching_strategy` — branching approach (default: `"none"`)
+</step>
+
+<step name="present_settings">
+Use AskUserQuestion with current values pre-selected:
+
+```
+AskUserQuestion([
+  {
+    question: "Which model profile for agents?",
+    header: "Model",
+    multiSelect: false,
+    options: [
+      { label: "Quality", description: "Opus everywhere except verification (highest cost)" },
+      { label: "Balanced (Recommended)", description: "Opus for planning, Sonnet for execution/verification" },
+      { label: "Budget", description: "Sonnet for writing, Haiku for research/verification (lowest cost)" }
+    ]
+  },
+  {
+    question: "Spawn Plan Researcher? (researches domain before planning)",
+    header: "Research",
+    multiSelect: false,
+    options: [
+      { label: "Yes", description: "Research phase goals before planning" },
+      { label: "No", description: "Skip research, plan directly" }
+    ]
+  },
+  {
+    question: "Spawn Plan Checker? (verifies plans before execution)",
+    header: "Plan Check",
+    multiSelect: false,
+    options: [
+      { label: "Yes", description: "Verify plans meet phase goals" },
+      { label: "No", description: "Skip plan verification" }
+    ]
+  },
+  {
+    question: "Spawn Execution Verifier? (verifies phase completion)",
+    header: "Verifier",
+    multiSelect: false,
+    options: [
+      { label: "Yes", description: "Verify must-haves after execution" },
+      { label: "No", description: "Skip post-execution verification" }
+    ]
+  },
+  {
+    question: "Git branching strategy?",
+    header: "Branching",
+    multiSelect: false,
+    options: [
+      { label: "None (Recommended)", description: "Commit directly to current branch" },
+      { label: "Per Phase", description: "Create branch for each phase (pbr/phase-{N}-{name})" },
+      { label: "Per Milestone", description: "Create branch for entire milestone (pbr/{version}-{name})" }
+    ]
+  }
+])
+```
+</step>
+
+<step name="update_config">
+Merge new settings into existing config.json:
+
+```json
+{
+  ...existing_config,
+  "model_profile": "quality" | "balanced" | "budget",
+  "workflow": {
+    "research": true/false,
+    "plan_check": true/false,
+    "verifier": true/false
+  },
+  "git": {
+    "branching_strategy": "none" | "phase" | "milestone"
+  }
+}
+```
+
+Write updated config to `.planning/config.json`.
+</step>
+
+<step name="confirm">
+Display:
+
+```
+━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
+ PBR ► SETTINGS UPDATED
+━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
+
+| Setting              | Value |
+|----------------------|-------|
+| Model Profile        | {quality/balanced/budget} |
+| Plan Researcher      | {On/Off} |
+| Plan Checker         | {On/Off} |
+| Execution Verifier   | {On/Off} |
+| Git Branching        | {None/Per Phase/Per Milestone} |
+
+These settings apply to future /pbr:plan-phase and /pbr:execute-phase runs.
+
+Quick commands:
+- /pbr:set-profile <profile> — switch model profile
+- /pbr:plan-phase --research — force research
+- /pbr:plan-phase --skip-research — skip research
+- /pbr:plan-phase --skip-verify — skip plan check
+```
+</step>
+
+</process>
+
+<success_criteria>
+- [ ] Current config read
+- [ ] User presented with 5 settings (profile + 3 workflow toggles + git branching)
+- [ ] Config updated with model_profile, workflow, and git sections
+- [ ] Changes confirmed to user
+</success_criteria>

package/plan-build-run/workflows/transition.md

@@ -0,0 +1,539 @@
+<required_reading>
+
+**Read these files NOW:**
+
+1. `.planning/STATE.md`
+2. `.planning/PROJECT.md`
+3. `.planning/ROADMAP.md`
+4. Current phase's plan files (`*-PLAN.md`)
+5. Current phase's summary files (`*-SUMMARY.md`)
+
+</required_reading>
+
+<purpose>
+
+Mark current phase complete and advance to next. This is the natural point where progress tracking and PROJECT.md evolution happen.
+
+"Planning next phase" = "current phase is done"
+
+</purpose>
+
+<process>
+
+<step name="load_project_state" priority="first">
+
+Before transition, read project state:
+
+```bash
+cat .planning/STATE.md 2>/dev/null
+cat .planning/PROJECT.md 2>/dev/null
+```
+
+Parse current position to verify we're transitioning the right phase.
+Note accumulated context that may need updating after transition.
+
+</step>
+
+<step name="verify_completion">
+
+Check current phase has all plan summaries:
+
+```bash
+ls .planning/phases/XX-current/*-PLAN.md 2>/dev/null | sort
+ls .planning/phases/XX-current/*-SUMMARY.md 2>/dev/null | sort
+```
+
+**Verification logic:**
+
+- Count PLAN files
+- Count SUMMARY files
+- If counts match: all plans complete
+- If counts don't match: incomplete
+
+<config-check>
+
+```bash
+cat .planning/config.json 2>/dev/null
+```
+
+</config-check>
+
+**If all plans complete:**
+
+<if mode="yolo">
+
+```
+⚡ Auto-approved: Transition Phase [X] → Phase [X+1]
+Phase [X] complete — all [Y] plans finished.
+
+Proceeding to mark done and advance...
+```
+
+Proceed directly to cleanup_handoff step.
+
+</if>
+
+<if mode="interactive" OR="custom with gates.confirm_transition true">
+
+Ask: "Phase [X] complete — all [Y] plans finished. Ready to mark done and move to Phase [X+1]?"
+
+Wait for confirmation before proceeding.
+
+</if>
+
+**If plans incomplete:**
+
+**SAFETY RAIL: always_confirm_destructive applies here.**
+Skipping incomplete plans is destructive — ALWAYS prompt regardless of mode.
+
+Present:
+
+```
+Phase [X] has incomplete plans:
+- {phase}-01-SUMMARY.md ✓ Complete
+- {phase}-02-SUMMARY.md ✗ Missing
+- {phase}-03-SUMMARY.md ✗ Missing
+
+⚠️ Safety rail: Skipping plans requires confirmation (destructive action)
+
+Options:
+1. Continue current phase (execute remaining plans)
+2. Mark complete anyway (skip remaining plans)
+3. Review what's left
+```
+
+Wait for user decision.
+
+</step>
+
+<step name="cleanup_handoff">
+
+Check for lingering handoffs:
+
+```bash
+ls .planning/phases/XX-current/.continue-here*.md 2>/dev/null
+```
+
+If found, delete them — phase is complete, handoffs are stale.
+
+</step>
+
+<step name="update_roadmap_and_state">
+
+**Delegate ROADMAP.md and STATE.md updates to pbr-tools:**
+
+```bash
+TRANSITION=$(node ~/.claude/plan-build-run/scripts/pbr-tools.cjs phase complete "${current_phase}")
+```
+
+The CLI handles:
+- Marking the phase checkbox as `[x]` complete with today's date
+- Updating plan count to final (e.g., "3/3 plans complete")
+- Updating the Progress table (Status → Complete, adding date)
+- Advancing STATE.md to next phase (Current Phase, Status → Ready to plan, Current Plan → Not started)
+- Detecting if this is the last phase in the milestone
+
+Extract from result: `completed_phase`, `plans_executed`, `next_phase`, `next_phase_name`, `is_last_phase`.
+
+</step>
+
+<step name="archive_prompts">
+
+If prompts were generated for the phase, they stay in place.
+The `completed/` subfolder pattern from create-meta-prompts handles archival.
+
+</step>
+
+<step name="evolve_project">
+
+Evolve PROJECT.md to reflect learnings from completed phase.
+
+**Read phase summaries:**
+
+```bash
+cat .planning/phases/XX-current/*-SUMMARY.md
+```
+
+**Assess requirement changes:**
+
+1. **Requirements validated?**
+   - Any Active requirements shipped in this phase?
+   - Move to Validated with phase reference: `- ✓ [Requirement] — Phase X`
+
+2. **Requirements invalidated?**
+   - Any Active requirements discovered to be unnecessary or wrong?
+   - Move to Out of Scope with reason: `- [Requirement] — [why invalidated]`
+
+3. **Requirements emerged?**
+   - Any new requirements discovered during building?
+   - Add to Active: `- [ ] [New requirement]`
+
+4. **Decisions to log?**
+   - Extract decisions from SUMMARY.md files
+   - Add to Key Decisions table with outcome if known
+
+5. **"What This Is" still accurate?**
+   - If the product has meaningfully changed, update the description
+   - Keep it current and accurate
+
+**Update PROJECT.md:**
+
+Make the edits inline. Update "Last updated" footer:
+
+```markdown
+---
+*Last updated: [date] after Phase [X]*
+```
+
+**Example evolution:**
+
+Before:
+
+```markdown
+### Active
+
+- [ ] JWT authentication
+- [ ] Real-time sync < 500ms
+- [ ] Offline mode
+
+### Out of Scope
+
+- OAuth2 — complexity not needed for v1
+```
+
+After (Phase 2 shipped JWT auth, discovered rate limiting needed):
+
+```markdown
+### Validated
+
+- ✓ JWT authentication — Phase 2
+
+### Active
+
+- [ ] Real-time sync < 500ms
+- [ ] Offline mode
+- [ ] Rate limiting on sync endpoint
+
+### Out of Scope
+
+- OAuth2 — complexity not needed for v1
+```
+
+**Step complete when:**
+
+- [ ] Phase summaries reviewed for learnings
+- [ ] Validated requirements moved from Active
+- [ ] Invalidated requirements moved to Out of Scope with reason
+- [ ] Emerged requirements added to Active
+- [ ] New decisions logged with rationale
+- [ ] "What This Is" updated if product changed
+- [ ] "Last updated" footer reflects this transition
+
+</step>
+
+<step name="update_current_position_after_transition">
+
+**Note:** Basic position updates (Current Phase, Status, Current Plan, Last Activity) were already handled by `pbr-tools phase complete` in the update_roadmap_and_state step.
+
+Verify the updates are correct by reading STATE.md. If the progress bar needs updating, use:
+
+```bash
+PROGRESS=$(node ~/.claude/plan-build-run/scripts/pbr-tools.cjs progress bar --raw)
+```
+
+Update the progress bar line in STATE.md with the result.
+
+**Step complete when:**
+
+- [ ] Phase number incremented to next phase (done by phase complete)
+- [ ] Plan status reset to "Not started" (done by phase complete)
+- [ ] Status shows "Ready to plan" (done by phase complete)
+- [ ] Progress bar reflects total completed plans
+
+</step>
+
+<step name="update_project_reference">
+
+Update Project Reference section in STATE.md.
+
+```markdown
+## Project Reference
+
+See: .planning/PROJECT.md (updated [today])
+
+**Core value:** [Current core value from PROJECT.md]
+**Current focus:** [Next phase name]
+```
+
+Update the date and current focus to reflect the transition.
+
+</step>
+
+<step name="review_accumulated_context">
+
+Review and update Accumulated Context section in STATE.md.
+
+**Decisions:**
+
+- Note recent decisions from this phase (3-5 max)
+- Full log lives in PROJECT.md Key Decisions table
+
+**Blockers/Concerns:**
+
+- Review blockers from completed phase
+- If addressed in this phase: Remove from list
+- If still relevant for future: Keep with "Phase X" prefix
+- Add any new concerns from completed phase's summaries
+
+**Example:**
+
+Before:
+
+```markdown
+### Blockers/Concerns
+
+- ⚠️ [Phase 1] Database schema not indexed for common queries
+- ⚠️ [Phase 2] WebSocket reconnection behavior on flaky networks unknown
+```
+
+After (if database indexing was addressed in Phase 2):
+
+```markdown
+### Blockers/Concerns
+
+- ⚠️ [Phase 2] WebSocket reconnection behavior on flaky networks unknown
+```
+
+**Step complete when:**
+
+- [ ] Recent decisions noted (full log in PROJECT.md)
+- [ ] Resolved blockers removed from list
+- [ ] Unresolved blockers kept with phase prefix
+- [ ] New concerns from completed phase added
+
+</step>
+
+<step name="update_session_continuity_after_transition">
+
+Update Session Continuity section in STATE.md to reflect transition completion.
+
+**Format:**
+
+```markdown
+Last session: [today]
+Stopped at: Phase [X] complete, ready to plan Phase [X+1]
+Resume file: None
+```
+
+**Step complete when:**
+
+- [ ] Last session timestamp updated to current date and time
+- [ ] Stopped at describes phase completion and next phase
+- [ ] Resume file confirmed as None (transitions don't use resume files)
+
+</step>
+
+<step name="offer_next_phase">
+
+**MANDATORY: Verify milestone status before presenting next steps.**
+
+**Use the transition result from `pbr-tools phase complete`:**
+
+The `is_last_phase` field from the phase complete result tells you directly:
+- `is_last_phase: false` → More phases remain → Go to **Route A**
+- `is_last_phase: true` → Milestone complete → Go to **Route B**
+
+The `next_phase` and `next_phase_name` fields give you the next phase details.
+
+If you need additional context, use:
+```bash
+ROADMAP=$(node ~/.claude/plan-build-run/scripts/pbr-tools.cjs roadmap analyze)
+```
+
+This returns all phases with goals, disk status, and completion info.
+
+---
+
+**Route A: More phases remain in milestone**
+
+Read ROADMAP.md to get the next phase's name and goal.
+
+**If next phase exists:**
+
+<if mode="yolo">
+
+Check if `*-CONTEXT.md` exists in the next phase's directory.
+
+**If CONTEXT.md does NOT exist:**
+
+```
+Phase [X] marked complete.
+
+Next: Phase [X+1] — [Name]
+
+⚡ Auto-continuing: Gather context for Phase [X+1]
+```
+
+Exit skill and invoke SlashCommand("/pbr:discuss-phase [X+1]")
+
+**If CONTEXT.md exists:**
+
+```
+Phase [X] marked complete.
+
+Next: Phase [X+1] — [Name]
+
+⚡ Auto-continuing: Plan Phase [X+1] in detail
+```
+
+Exit skill and invoke SlashCommand("/pbr:plan-phase [X+1]")
+
+</if>
+
+<if mode="interactive" OR="custom with gates.confirm_transition true">
+
+Check if `*-CONTEXT.md` exists in the next phase's directory.
+
+**If CONTEXT.md does NOT exist:**
+
+```
+## ✓ Phase [X] Complete
+
+---
+
+## ▶ Next Up
+
+**Phase [X+1]: [Name]** — [Goal from ROADMAP.md]
+
+`/pbr:discuss-phase [X+1]` — gather context and clarify approach
+
+<sub>`/clear` first → fresh context window</sub>
+
+---
+
+**Also available:**
+- `/pbr:plan-phase [X+1]` — skip discussion, plan directly
+- `/pbr:research-phase [X+1]` — investigate unknowns
+- Review roadmap
+
+---
+```
+
+**If CONTEXT.md exists:**
+
+```
+## ✓ Phase [X] Complete
+
+---
+
+## ▶ Next Up
+
+**Phase [X+1]: [Name]** — [Goal from ROADMAP.md]
+<sub>✓ Context gathered, ready to plan</sub>
+
+`/pbr:plan-phase [X+1]`
+
+<sub>`/clear` first → fresh context window</sub>
+
+---
+
+**Also available:**
+- `/pbr:discuss-phase [X+1]` — update existing context
+- `/pbr:research-phase [X+1]` — investigate unknowns
+- Review roadmap
+
+---
+```
+
+</if>
+
+---
+
+**Route B: Milestone complete (all phases done)**
+
+<if mode="yolo">
+
+```
+Phase {X} marked complete.
+
+🎉 Milestone {version} is 100% complete — all {N} phases finished!
+
+⚡ Auto-continuing: Complete milestone and archive
+```
+
+Exit skill and invoke SlashCommand("/pbr:complete-milestone {version}")
+
+</if>
+
+<if mode="interactive" OR="custom with gates.confirm_transition true">
+
+```
+## ✓ Phase {X}: {Phase Name} Complete
+
+🎉 Milestone {version} is 100% complete — all {N} phases finished!
+
+---
+
+## ▶ Next Up
+
+**Complete Milestone {version}** — archive and prepare for next
+
+`/pbr:complete-milestone {version}`
+
+<sub>`/clear` first → fresh context window</sub>
+
+---
+
+**Also available:**
+- Review accomplishments before archiving
+
+---
+```
+
+</if>
+
+</step>
+
+</process>
+
+<implicit_tracking>
+Progress tracking is IMPLICIT: planning phase N implies phases 1-(N-1) complete. No separate progress step—forward motion IS progress.
+</implicit_tracking>
+
+<partial_completion>
+
+If user wants to move on but phase isn't fully complete:
+
+```
+Phase [X] has incomplete plans:
+- {phase}-02-PLAN.md (not executed)
+- {phase}-03-PLAN.md (not executed)
+
+Options:
+1. Mark complete anyway (plans weren't needed)
+2. Defer work to later phase
+3. Stay and finish current phase
+```
+
+Respect user judgment — they know if work matters.
+
+**If marking complete with incomplete plans:**
+
+- Update ROADMAP: "2/3 plans complete" (not "3/3")
+- Note in transition message which plans were skipped
+
+</partial_completion>
+
+<success_criteria>
+
+Transition is complete when:
+
+- [ ] Current phase plan summaries verified (all exist or user chose to skip)
+- [ ] Any stale handoffs deleted
+- [ ] ROADMAP.md updated with completion status and plan count
+- [ ] PROJECT.md evolved (requirements, decisions, description if needed)
+- [ ] STATE.md updated (position, project reference, context, session)
+- [ ] Progress table updated
+- [ ] User knows next steps
+
+</success_criteria>