claude-plugin-wordpress-manager 2.12.2 → 2.13.0

package/docs/plans/2026-03-02-editorial-calendar-phase3.md

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+# Editorial Calendar & Content Planner (Phase 3) — Implementation Plan
+
+> **For Claude:** REQUIRED SUB-SKILL: Use superpowers:executing-plans to implement this plan task-by-task.
+
+**Goal:** Enable strategic content planning over time with a monthly editorial calendar file that integrates with Phase 1 (content pipeline) and Phase 2 (signals intelligence) to convert planned entries into scheduled WordPress posts.
+
+**Architecture:** A new `wp-editorial-planner` skill reads `.content-state/{YYYY-MM}-editorial.state.md` files and orchestrates a 4-step workflow: PLAN → BRIEF → SCHEDULE → SYNC. The calendar file uses Markdown tables (one per week) with YAML frontmatter for monthly goals and SEO targets. Calendar entries flow into `wp-content-pipeline` (Phase 1) as briefs and can be informed by `signals-feed.md` (Phase 2) for topic suggestions. Zero new TypeScript — all orchestration lives in skill prompts and MD schemas.
+
+**Tech Stack:** Markdown + YAML frontmatter, Claude Code skill system, existing MCP tools (`create_content`, `list_content`, `buf_create_update`, `mc_create_campaign`)
+
+**Reference Docs:**
+- Architecture: `docs/plans/2026-03-02-content-framework-architecture.md` (Sections 3.1–3.4)
+- Phase 1 skill: `skills/wp-content-pipeline/SKILL.md` (brief format, publishing workflow)
+- Phase 1 schemas: `skills/wp-content-pipeline/references/content-brief-schema.md`, `skills/wp-content-pipeline/references/site-config-schema.md`
+- Phase 2 schema: `skills/wp-analytics/references/signals-feed-schema.md` (anomalies → topic suggestions)
+- Existing skill pattern: `skills/wp-analytics/SKILL.md` (for SKILL.md structure reference)
+
+---
+
+### Task 1: Create Editorial Calendar Schema Reference
+
+**Files:**
+- Create: `skills/wp-editorial-planner/references/editorial-schema.md`
+
+**Step 1: Create the skill directory**
+
+```bash
+mkdir -p skills/wp-editorial-planner/references
+```
+
+**Step 2: Write the editorial calendar schema**
+
+Create `skills/wp-editorial-planner/references/editorial-schema.md` with complete schema documentation. This file defines the YAML frontmatter and Markdown table structure for `{YYYY-MM}-editorial.state.md` files.
+
+The schema must include these sections:
+
+**A. Overview** — One paragraph: the editorial calendar is a monthly Markdown file with YAML frontmatter for goals/metadata and weekly Markdown tables for content planning. Each table row represents a content entry that progresses through statuses and bridges to Phase 1 briefs and Phase 2 signals.
+
+**B. Frontmatter fields** with types, required/optional, and defaults:
+
+| Field | Type | Required | Default | Description |
+|-------|------|----------|---------|-------------|
+| `calendar_id` | string | Yes | — | Format: `CAL-YYYY-MM` |
+| `site_id` | string | Yes | — | Must match `.content-state/{site_id}.config.md` |
+| `period` | string | Yes | — | Format: `YYYY-MM-DD..YYYY-MM-DD` (month boundaries) |
+| `created` | ISO 8601 date | Yes | — | Date the calendar was first created |
+| `last_updated` | ISO 8601 date | Yes | — | Auto-updated on each modification |
+| `status` | enum | No | active | `active \| archived` |
+| `goals.posts_target` | integer | Yes | — | Total posts planned for the month |
+| `goals.posts_published` | integer | No | 0 | Counter updated by SYNC step |
+| `goals.focus_topics` | string[] | No | [] | Topic clusters to prioritize |
+| `goals.seo_targets` | object[] | No | [] | Each: `{keyword, target_position}` |
+
+**C. Weekly table structure** — The body contains one `## Settimana N (date range)` section per week, each with a Markdown table:
+
+| Column | Type | Description |
+|--------|------|-------------|
+| Data | date | Planned publication date (format: `Mon DD`) |
+| Titolo | string | Content title, or `[da assegnare]` if not yet defined |
+| Tipo | enum | `post \| page \| custom_type` |
+| Status | enum | `planned \| draft \| ready \| scheduled \| published` |
+| Brief ID | string | Reference to `.brief.md` file (format: `BRF-YYYY-NNN`), or `—` |
+| Post ID | integer | WordPress post ID after creation, or `—` |
+| Canali | string | Comma-separated distribution channels, or `—` |
+
+**D. Entry status lifecycle:**
+
+```
+planned → draft → ready → scheduled → published
+```
+
+- `planned`: Slot reserved, title may be `[da assegnare]`
+- `draft`: Title assigned, brief created in `pipeline-active/` with `status: draft`
+- `ready`: Brief content finalized, `status: ready` in brief file
+- `scheduled`: WordPress post created with `status: future` and scheduled date
+- `published`: WordPress post is live (confirmed by SYNC step)
+
+**E. Integration with Phase 1 (Content Pipeline):**
+- Each calendar entry with a Brief ID references a file in `.content-state/pipeline-active/BRF-YYYY-NNN.brief.md`
+- When BRIEF step creates a new brief, it uses the site config defaults from `.content-state/{site_id}.config.md`
+- The brief's `target.scheduled_date` is set from the calendar entry's Data column
+- The brief's `distribution.channels` is set from the calendar entry's Canali column
+- When `wp-content-pipeline` archives a brief (status: published), the SYNC step updates the calendar entry accordingly
+
+**F. Integration with Phase 2 (Signals Intelligence):**
+- The PLAN step can read `.content-state/signals-feed.md` to suggest topics for `[da assegnare]` entries
+- Anomalies from the signals feed with action "Investigate: content cluster opportunity" are prime candidates for planned entries
+- The `goals.focus_topics` field can be informed by high-scoring signal patterns
+
+**G. Notes section:**
+- The body may end with a `# Note` section containing free-form editorial notes
+- Common uses: newsletter aggregation rules, distribution timing preferences, topic dependencies on signals data
+
+**H. File naming convention:**
+- Format: `.content-state/{YYYY-MM}-editorial.state.md`
+- One file per month per site (the `site_id` is in the frontmatter, not the filename)
+- Previous months' calendars remain in `.content-state/` with `status: archived`
+- Files are gitignored (site-specific instance data)
+
+**I. Example calendar** — A complete, realistic example for opencactus March 2026 with:
+- Frontmatter: calendar_id CAL-2026-03, 8 posts target, 2 published, focus topics, 2 SEO targets
+- 4 weekly tables with mixed statuses (published, ready, draft, planned)
+- `[da assegnare]` entries for weeks 3-4
+- Notes section referencing signals-feed.md and newsletter/LinkedIn timing
+
+Use the exact example from the architecture doc (section 3.2).
+
+**J. Validation rules:**
+- `calendar_id` must follow `CAL-YYYY-MM` format
+- `site_id` must match an existing `.content-state/{site_id}.config.md`
+- `period` must span exactly one calendar month
+- Each table must have all 7 columns
+- `Status` must be one of the 5 valid values
+- `Brief ID` must follow `BRF-YYYY-NNN` format when present
+- `Post ID` must be a positive integer when present
+- `goals.posts_published` must not exceed `goals.posts_target`
+- Entries with `status: scheduled` or `status: published` must have a Post ID
+
+**Step 3: Verify file exists**
+
+Run: `head -5 skills/wp-editorial-planner/references/editorial-schema.md`
+
+Expected: `# Editorial Calendar Schema` header.
+
+**Step 4: Commit**
+
+```bash
+git add skills/wp-editorial-planner/
+git commit -m "feat(editorial-calendar): add editorial calendar schema reference
+
+Defines {YYYY-MM}-editorial.state.md structure with monthly goals,
+weekly Markdown tables, 5-status lifecycle (planned → published),
+and integration with Phase 1 briefs and Phase 2 signals feed."
+```
+
+---
+
+### Task 2: Create `wp-editorial-planner` SKILL.md
+
+**Files:**
+- Create: `skills/wp-editorial-planner/SKILL.md`
+
+**Step 1: Write the skill definition**
+
+Create `skills/wp-editorial-planner/SKILL.md` following the established pattern from `skills/wp-content-pipeline/SKILL.md` and `skills/wp-analytics/SKILL.md`.
+
+**Header (frontmatter):**
+```yaml
+---
+name: wp-editorial-planner
+description: This skill should be used when the user asks to "create an editorial
+  plan", "update the calendar", "schedule posts", "plan content for March",
+  "convert calendar to briefs", "sync calendar with WordPress", "show editorial
+  status", or mentions planning content over time. Orchestrates monthly editorial
+  calendars that bridge signals intelligence to content publishing.
+version: 1.0.0
+---
+```
+
+**Sections to include:**
+
+1. **Overview** — One paragraph: the editorial planner manages monthly content calendars as `.state.md` files. It reads site config for cadence, optionally consumes signals feed for topic ideas, and produces briefs that flow into the content pipeline. Four-step workflow: PLAN → BRIEF → SCHEDULE → SYNC.
+
+2. **When to Use** — Bullet list:
+   - User wants to create a new monthly editorial plan
+   - User asks to update or view the current calendar
+   - User wants to convert planned entries into content briefs
+   - User asks to schedule ready briefs as WordPress future posts
+   - User wants to sync WordPress publish status back to the calendar
+   - User mentions "piano editoriale", "calendario", "schedula"
+
+3. **Workflow Overview:**
+   ```
+   PLAN → BRIEF → SCHEDULE → SYNC
+   ```
+
+4. **Step 1: PLAN — Create or update editorial calendar**
+
+   **When to run**: User asks to create a new plan or update existing one.
+
+   **Procedure:**
+   1. Read `.content-state/{site_id}.config.md` for:
+      - `cadence.posts_per_week` → calculate `goals.posts_target` (posts_per_week × weeks in month)
+      - `cadence.preferred_days` → determine which days to assign entries
+      - `cadence.publish_time` → note for scheduling step
+      - `defaults.categories`, `defaults.content_type` → pre-fill entry Tipo
+   2. Read `.content-state/signals-feed.md` if it exists:
+      - Extract anomalies with action containing "content cluster" or "Investigate"
+      - Suggest these as topics for `[da assegnare]` entries
+      - Present suggestions to user for approval
+   3. Optionally: if user wants strategic planning, suggest invoking GenMarketing for content calendar strategy
+   4. Generate or update `.content-state/{YYYY-MM}-editorial.state.md`:
+      - Create YAML frontmatter with calendar_id, site_id, period, goals
+      - Create weekly tables with one row per preferred_day
+      - Fill known titles, leave others as `[da assegnare]`
+      - Set all new entries as `status: planned`
+   5. Present the calendar to user for review
+
+   **Safety rules:**
+   - ALWAYS show the generated calendar to user before writing
+   - If a calendar for the month already exists, show diff and ask before overwriting
+   - Preserve existing entries that have `status: draft` or higher (don't reset them to planned)
+
+5. **Step 2: BRIEF — Convert calendar entries to brief files**
+
+   **When to run**: User asks to "create briefs from calendar" or "convert planned entries to briefs".
+
+   **Procedure:**
+   1. Read the current editorial calendar `.state.md`
+   2. For each entry with `status: planned` AND a defined title (not `[da assegnare]`):
+      a. Generate a new `brief_id` as `BRF-YYYY-NNN` (sequential, check existing briefs)
+      b. Read `.content-state/{site_id}.config.md` for defaults
+      c. Create `.content-state/pipeline-active/{brief_id}.brief.md` with:
+         - `source.skill: wp-editorial-planner`
+         - `source.domain: editorial-calendar`
+         - `target.site_id`: from calendar
+         - `target.content_type`: from entry Tipo column
+         - `target.scheduled_date`: from entry Data column (convert to ISO 8601)
+         - `target.categories`: from site config defaults
+         - `distribution.channels`: from entry Canali column (parse comma-separated)
+         - `content.title`: from entry Titolo column
+         - `status: draft` (brief starts as draft, user fills content)
+      d. Update calendar entry: `status: planned → draft`, set Brief ID
+   3. For entries with existing Brief ID (already has a brief): skip creation, just verify brief file exists
+   4. Write updated calendar back to `.state.md`
+   5. Report: "N brief creati in pipeline-active/. Compila il contenuto e imposta status: ready."
+
+   **Safety rules:**
+   - NEVER create briefs for entries with `[da assegnare]` title — report them as needing titles first
+   - NEVER overwrite existing brief files — if Brief ID already exists, skip and report
+   - Show summary of briefs to be created and ask user confirmation before writing
+
+6. **Step 3: SCHEDULE — Convert ready briefs to WordPress scheduled posts**
+
+   **When to run**: User asks to "schedule ready posts" or "schedula i post pronti".
+
+   **Procedure:**
+   1. Read the current editorial calendar `.state.md`
+   2. For each entry with `status: ready`:
+      a. Read the corresponding brief file from `pipeline-active/{brief_id}.brief.md`
+      b. Verify brief has `status: ready` (consistency check)
+      c. Create WordPress post:
+         ```
+         create_content:
+           content_type: {entry.Tipo}
+           title: {brief.content.title}
+           content: {brief body markdown}
+           excerpt: {brief.content.excerpt}
+           status: "future"
+           date: {entry.Data as ISO 8601 datetime with site config publish_time}
+           slug: {auto-generated from title}
+         ```
+      d. Assign taxonomy terms:
+         ```
+         assign_terms_to_content:
+           content_type: {entry.Tipo}
+           id: {post_id}
+           categories: {brief.target.categories}
+           tags: {brief.target.tags}
+         ```
+      e. Update calendar entry: `status: ready → scheduled`, set Post ID
+      f. Update brief: add `post_id` and `post_url` to frontmatter
+   3. If entry has `distribution.channels` (from Canali column):
+      - Compute `scheduled_at` using the entry date + `config.cadence.publish_time` + `distribution.schedule_offset_hours`
+      - For Buffer: `buf_create_update` with `scheduled_at`
+      - For Mailchimp: note for manual campaign creation (not auto-scheduled)
+   4. Write updated calendar back to `.state.md`
+   5. Report: "N post schedulati su WordPress. Verranno pubblicati automaticamente alla data prevista."
+
+   **Safety rules:**
+   - ALWAYS create WP post as `status: future` (never directly `publish`)
+   - ALWAYS confirm with user before scheduling, showing the list of posts and dates
+   - If `create_content` fails → stop, report error, keep entry as `ready`
+   - Verify the scheduled date is in the future before calling `create_content`
+
+7. **Step 4: SYNC — Synchronize WordPress status back to calendar**
+
+   **When to run**: User asks to "sync calendar" or "aggiorna stato calendario".
+
+   **Procedure:**
+   1. Read the current editorial calendar `.state.md`
+   2. For each entry with a Post ID (status: scheduled or published):
+      a. Call `list_content` with content_type and filter by post ID:
+         ```
+         list_content:
+           content_type: {entry.Tipo}
+           search: {post_id}
+           per_page: 1
+         ```
+      b. Check the returned post status:
+         - If WP status = `publish` and calendar status = `scheduled` → update to `published`
+         - If WP status = `future` → keep as `scheduled`
+         - If WP status = `draft` → note: post was reverted, update calendar to `draft`
+         - If WP status = `trash` → note: post was deleted, report to user
+   3. Recalculate `goals.posts_published` = count of entries with `status: published`
+   4. Write updated calendar back to `.state.md`
+   5. Report:
+      ```
+      Sync calendario {calendar_id}:
+      - Post pubblicati: {posts_published}/{posts_target}
+      - Post schedulati: {scheduled_count}
+      - Post in lavorazione: {draft_count + ready_count}
+      - Slot da assegnare: {planned_count}
+      ```
+
+   **Safety rules:**
+   - NEVER modify WordPress post status during sync — sync is read-only from WP
+   - If a post was deleted/trashed, report to user but don't remove the calendar entry (mark with a note)
+
+8. **Creating a Calendar Manually** — Quick procedure for users:
+   - Copy structure from schema reference example
+   - Fill in site_id, dates, and known titles
+   - Set `status: planned` for all entries
+   - Then run BRIEF step to generate brief files
+
+9. **Safety Rules Summary:**
+   - ALWAYS show calendar/briefs to user before writing
+   - ALWAYS create WP posts as `status: future` (never `publish` directly)
+   - NEVER overwrite existing briefs or calendar entries with higher status
+   - NEVER modify WP posts during SYNC (read-only)
+   - ALWAYS confirm before scheduling posts
+   - LOG all scheduling actions in the calendar
+
+10. **Reference Files:**
+    - `references/editorial-schema.md`
+    - `../wp-content-pipeline/references/content-brief-schema.md` (brief format)
+    - `../wp-content-pipeline/references/site-config-schema.md` (site defaults)
+    - `../wp-analytics/references/signals-feed-schema.md` (topic suggestions)
+
+11. **Related Skills:**
+    - `wp-content-pipeline` — publishes briefs created by the BRIEF step
+    - `wp-analytics` — generates signals feed consumed by the PLAN step
+    - `wp-content` — content creation and management (provides `create_content`, `list_content`)
+    - `wp-social-email` — distribution channel scheduling (Buffer, Mailchimp)
+    - `wp-content-repurposing` — multi-format adaptation for social distribution
+
+**Step 2: Verify SKILL.md follows plugin conventions**
+
+Run: `head -10 skills/wp-editorial-planner/SKILL.md`
+
+Expected: YAML frontmatter with `name: wp-editorial-planner`.
+
+**Step 3: Commit**
+
+```bash
+git add skills/wp-editorial-planner/SKILL.md
+git commit -m "feat(editorial-calendar): add wp-editorial-planner skill
+
+Orchestrates monthly editorial calendars with 4-step workflow:
+PLAN (create calendar from config + signals) → BRIEF (convert entries
+to pipeline briefs) → SCHEDULE (create WP future posts) → SYNC
+(bidirectional status update from WordPress)."
+```
+
+---
+
+### Task 3: Create Example Editorial Calendar Instance
+
+**Files:**
+- Create: `.content-state/2026-03-editorial.state.md`
+
+**Step 1: Write a realistic test calendar**
+
+Create `.content-state/2026-03-editorial.state.md` with the exact example from the architecture doc (section 3.2):
+
+- Frontmatter: calendar_id CAL-2026-03, site_id opencactus, period 2026-03-01..2026-03-31, 8 posts target, 2 published, focus topics, 2 SEO targets
+- 4 weekly tables with realistic opencactus content:
+  - Week 1: 2 published entries with brief IDs and post IDs
+  - Week 2: 1 ready + 1 draft entry with brief IDs
+  - Week 3: 2 planned entries with `[da assegnare]`
+  - Week 4: 2 planned entries with `[da assegnare]`
+- Notes section: signals-feed reference for weeks 3-4, newsletter timing, LinkedIn timing
+
+**Step 2: Verify calendar structure**
+
+Run: `head -15 .content-state/2026-03-editorial.state.md`
+
+Expected: YAML frontmatter with `calendar_id: "CAL-2026-03"` and `status: active`.
+
+**Step 3: No commit** — this file is gitignored (instance data).
+
+---
+
+### Task 4: Update Architecture Doc Status
+
+**Files:**
+- Modify: `docs/plans/2026-03-02-content-framework-architecture.md`
+
+**Step 1: Update status and checklist**
+
+- Change `**Stato**: Fase 2 Implementata` to `**Stato**: Fase 3 Implementata`
+- Check off Phase 3 acceptance criteria:
+  ```markdown
+  ### Fase 3: Editorial Calendar
+
+  - [x] `editorial.schema.md` definito con tabelle settimanali
+  - [x] `wp-editorial-planner` skill creata con 4 workflow steps
+  - [x] Conversione calendar entry → brief automatica
+  - [x] Scheduling WP post con status=future funzionante
+  - [ ] Sync bidirezionale: WP publish status → calendar update
+  ```
+
+Note: "Sync bidirezionale" left unchecked — requires a live WP test with actual scheduled/published posts, same as previous phases' e2e tests.
+
+**Step 2: Commit**
+
+```bash
+git add docs/plans/2026-03-02-content-framework-architecture.md
+git commit -m "docs: update architecture status — Phase 3 implemented
+
+Editorial calendar schema, wp-editorial-planner skill with 4-step
+workflow (PLAN → BRIEF → SCHEDULE → SYNC) in place. Live sync test
+pending."
+```
+
+---
+
+### Task 5: Update GUIDE.md with Phase 3 Documentation
+
+**Files:**
+- Modify: `docs/GUIDE.md`
+
+**Step 1: Read current Content Framework section**
+
+Find the last subsection in the Content Framework section (should be 17.5 from Phase 2).
+
+**Step 2: Add Editorial Calendar subsection**
+
+After the Phase 2 subsection, add:
+
+```markdown
+### 17.6 Editorial Calendar (Phase 3)
+
+**Skill**: `wp-editorial-planner`
+
+The editorial planner manages monthly content calendars as `.state.md` files, bridging strategic planning to tactical execution.
+
+**Workflow**: `PLAN → BRIEF → SCHEDULE → SYNC`
+
+| Step | Action | Input | Output |
+|------|--------|-------|--------|
+| PLAN | Create monthly calendar | site config + signals feed | `{YYYY-MM}-editorial.state.md` |
+| BRIEF | Convert entries to briefs | calendar entries | `pipeline-active/BRF-*.brief.md` |
+| SCHEDULE | Create WP future posts | ready briefs | WordPress posts with `status: future` |
+| SYNC | Update calendar from WP | WordPress post status | Updated calendar entries |
+
+**Calendar structure**:
+- One `.content-state/{YYYY-MM}-editorial.state.md` per month
+- YAML frontmatter: monthly goals, posts target, focus topics, SEO targets
+- Markdown tables: one per week with columns Data, Titolo, Tipo, Status, Brief ID, Post ID, Canali
+
+**Entry lifecycle**: `planned → draft → ready → scheduled → published`
+
+**Cross-phase integration**:
+- Phase 2 signals → topic suggestions for `[da assegnare]` entries
+- Calendar entries → Phase 1 briefs → WordPress publishing pipeline
+```
+
+**Step 3: Commit**
+
+```bash
+git add docs/GUIDE.md
+git commit -m "docs: add Editorial Calendar (Phase 3) section to GUIDE.md
+
+Documents the 4-step editorial planning workflow, calendar structure,
+entry lifecycle, and cross-phase integration with signals and pipeline."
+```
+
+---
+
+## Summary
+
+| Task | Deliverable | Type |
+|------|-------------|------|
+| 1 | `editorial-schema.md` | Schema reference |
+| 2 | `wp-editorial-planner/SKILL.md` | Core skill (new) |
+| 3 | `2026-03-editorial.state.md` | Test artifact (gitignored) |
+| 4 | Architecture doc status update | Documentation |
+| 5 | GUIDE.md Editorial Calendar section | Documentation |
+
+**Total new files**: 2 tracked + 1 gitignored instance
+**Total modified files**: 2 (architecture doc, GUIDE.md)
+**New TypeScript**: 0
+
+**Acceptance Criteria (from architecture doc):**
+- [x] `editorial.schema.md` defined with weekly tables → Task 1
+- [x] `wp-editorial-planner` skill with 4 workflow steps → Task 2
+- [x] Calendar entry → brief automatic conversion → Task 2 (Step 2: BRIEF)
+- [x] WP scheduling with status=future → Task 2 (Step 3: SCHEDULE)
+- [ ] Bidirectional sync: WP publish status → calendar update → Manual test (post-implementation)