openplanr 3.5.0 → 3.6.0

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (217) hide show
  1. package/CHANGELOG.md +31 -0
  2. package/dist/cli/commands/backlog-commands.d.ts +3 -0
  3. package/dist/cli/commands/backlog-commands.d.ts.map +1 -0
  4. package/dist/cli/commands/backlog-commands.js +60 -0
  5. package/dist/cli/commands/backlog-commands.js.map +1 -0
  6. package/dist/cli/commands/company.d.ts.map +1 -1
  7. package/dist/cli/commands/company.js +17 -0
  8. package/dist/cli/commands/company.js.map +1 -1
  9. package/dist/cli/commands/planning-artifacts.d.ts.map +1 -1
  10. package/dist/cli/commands/planning-artifacts.js +13 -5
  11. package/dist/cli/commands/planning-artifacts.js.map +1 -1
  12. package/dist/dashboard/.vite/manifest.json +1 -1
  13. package/dist/dashboard/assets/{index-B-l_941W.js → index-C_OquZVk.js} +2 -2
  14. package/dist/dashboard/assets/{index-B-l_941W.js.map → index-C_OquZVk.js.map} +1 -1
  15. package/dist/dashboard/dashboard-manifest.json +8 -8
  16. package/dist/dashboard/index.html +1 -1
  17. package/dist/services/artifact-service.d.ts.map +1 -1
  18. package/dist/services/artifact-service.js +13 -6
  19. package/dist/services/artifact-service.js.map +1 -1
  20. package/dist/services/company-export-service.d.ts +41 -0
  21. package/dist/services/company-export-service.d.ts.map +1 -0
  22. package/dist/services/company-export-service.js +429 -0
  23. package/dist/services/company-export-service.js.map +1 -0
  24. package/dist/services/company-sync-service.d.ts +24 -1
  25. package/dist/services/company-sync-service.d.ts.map +1 -1
  26. package/dist/services/company-sync-service.js +36 -19
  27. package/dist/services/company-sync-service.js.map +1 -1
  28. package/docs/CLI.md +97 -1
  29. package/lib/backlog-item.d.mts +45 -1
  30. package/lib/backlog-item.mjs +302 -34
  31. package/lib/host-packages/adapter-registry.json +4 -4
  32. package/lib/host-packages/capability-map.json +1 -1
  33. package/lib/host-packages/claude/.claude-plugin/marketplace.json +2 -2
  34. package/lib/host-packages/claude/openplanr/.claude-plugin/icon.png +0 -0
  35. package/lib/host-packages/claude/openplanr/.claude-plugin/plugin.json +1 -1
  36. package/lib/host-packages/claude/openplanr/.openplanr-content.json +77 -77
  37. package/lib/host-packages/claude/openplanr/README.md +1 -1
  38. package/lib/host-packages/claude/openplanr/skills/ceo-review/references/note-checklist.md +131 -0
  39. package/lib/host-packages/claude/openplanr/skills/ceo-review/references/operate-advisor-contract.md +2 -7
  40. package/lib/host-packages/claude/openplanr/skills/chair-review/SKILL.md +2 -7
  41. package/lib/host-packages/claude/openplanr/skills/chair-review/references/note-checklist.md +131 -0
  42. package/lib/host-packages/claude/openplanr/skills/challenger-review/SKILL.md +3 -7
  43. package/lib/host-packages/claude/openplanr/skills/challenger-review/references/note-checklist.md +131 -0
  44. package/lib/host-packages/claude/openplanr/skills/cmo-review/references/note-checklist.md +131 -0
  45. package/lib/host-packages/claude/openplanr/skills/cmo-review/references/operate-advisor-contract.md +2 -7
  46. package/lib/host-packages/claude/openplanr/skills/coo-review/references/note-checklist.md +131 -0
  47. package/lib/host-packages/claude/openplanr/skills/coo-review/references/operate-advisor-contract.md +2 -7
  48. package/lib/host-packages/claude/openplanr/skills/cpo-review/references/note-checklist.md +131 -0
  49. package/lib/host-packages/claude/openplanr/skills/cpo-review/references/operate-advisor-contract.md +2 -7
  50. package/lib/host-packages/claude/openplanr/skills/cto-review/references/note-checklist.md +131 -0
  51. package/lib/host-packages/claude/openplanr/skills/cto-review/references/operate-advisor-contract.md +2 -7
  52. package/lib/host-packages/claude/openplanr/skills/investigate/SKILL.md +2 -3
  53. package/lib/host-packages/claude/openplanr/skills/investigate/references/backlog-filing.md +102 -0
  54. package/lib/host-packages/claude/openplanr/skills/investigate/references/findings.md +8 -16
  55. package/lib/host-packages/claude/openplanr/skills/operate/SKILL.md +73 -84
  56. package/lib/host-packages/claude/openplanr/skills/operate/references/note-checklist.md +131 -0
  57. package/lib/host-packages/claude/openplanr/skills/operate/references/return-contract.md +10 -0
  58. package/lib/host-packages/claude/openplanr/skills/plan/SKILL.md +16 -17
  59. package/lib/host-packages/claude/openplanr/skills/plan/references/planning-ids.md +53 -0
  60. package/lib/host-packages/claude/openplanr/skills/plan/references/return-contract.md +10 -0
  61. package/lib/host-packages/claude/openplanr/skills/plan-review/SKILL.md +6 -6
  62. package/lib/host-packages/claude/openplanr/skills/plan-review/references/return-contract.md +10 -0
  63. package/lib/host-packages/claude/openplanr/skills/release/SKILL.md +40 -139
  64. package/lib/host-packages/claude/openplanr/skills/release/references/cadence.md +10 -0
  65. package/lib/host-packages/claude/openplanr/skills/release/references/release-notes.md +1 -1
  66. package/lib/host-packages/claude/openplanr/skills/release/references/return-contract.md +10 -0
  67. package/lib/host-packages/claude/openplanr/skills/release/references/schemes.md +4 -2
  68. package/lib/host-packages/claude/openplanr/skills/ship/SKILL.md +37 -24
  69. package/lib/host-packages/claude/openplanr/skills/ship/references/backlog-filing.md +102 -0
  70. package/lib/host-packages/claude/openplanr/skills/ship/references/findings.md +8 -16
  71. package/lib/host-packages/claude/openplanr/skills/ship/references/return-contract.md +10 -0
  72. package/lib/host-packages/claude/openplanr/skills/spec/SKILL.md +9 -9
  73. package/lib/host-packages/claude/openplanr/skills/spec/references/return-contract.md +10 -0
  74. package/lib/host-packages/cursor/openplanr/.openplanr-content.json +74 -74
  75. package/lib/host-packages/cursor/openplanr/manifest.json +1 -1
  76. package/lib/host-packages/cursor/openplanr/rules/planr-ceo-review/references/note-checklist.md +131 -0
  77. package/lib/host-packages/cursor/openplanr/rules/planr-ceo-review/references/operate-advisor-contract.md +2 -7
  78. package/lib/host-packages/cursor/openplanr/rules/planr-chair-review/references/note-checklist.md +131 -0
  79. package/lib/host-packages/cursor/openplanr/rules/planr-chair-review.mdc +2 -7
  80. package/lib/host-packages/cursor/openplanr/rules/planr-challenger-review/references/note-checklist.md +131 -0
  81. package/lib/host-packages/cursor/openplanr/rules/planr-challenger-review.mdc +3 -7
  82. package/lib/host-packages/cursor/openplanr/rules/planr-cmo-review/references/note-checklist.md +131 -0
  83. package/lib/host-packages/cursor/openplanr/rules/planr-cmo-review/references/operate-advisor-contract.md +2 -7
  84. package/lib/host-packages/cursor/openplanr/rules/planr-coo-review/references/note-checklist.md +131 -0
  85. package/lib/host-packages/cursor/openplanr/rules/planr-coo-review/references/operate-advisor-contract.md +2 -7
  86. package/lib/host-packages/cursor/openplanr/rules/planr-cpo-review/references/note-checklist.md +131 -0
  87. package/lib/host-packages/cursor/openplanr/rules/planr-cpo-review/references/operate-advisor-contract.md +2 -7
  88. package/lib/host-packages/cursor/openplanr/rules/planr-cto-review/references/note-checklist.md +131 -0
  89. package/lib/host-packages/cursor/openplanr/rules/planr-cto-review/references/operate-advisor-contract.md +2 -7
  90. package/lib/host-packages/cursor/openplanr/rules/planr-investigate/references/backlog-filing.md +102 -0
  91. package/lib/host-packages/cursor/openplanr/rules/planr-investigate/references/findings.md +8 -16
  92. package/lib/host-packages/cursor/openplanr/rules/planr-investigate.mdc +2 -3
  93. package/lib/host-packages/cursor/openplanr/rules/planr-operate/references/note-checklist.md +131 -0
  94. package/lib/host-packages/cursor/openplanr/rules/planr-operate/references/return-contract.md +10 -0
  95. package/lib/host-packages/cursor/openplanr/rules/planr-operate.mdc +73 -84
  96. package/lib/host-packages/cursor/openplanr/rules/planr-plan/references/planning-ids.md +53 -0
  97. package/lib/host-packages/cursor/openplanr/rules/planr-plan/references/return-contract.md +10 -0
  98. package/lib/host-packages/cursor/openplanr/rules/planr-plan-review/references/return-contract.md +10 -0
  99. package/lib/host-packages/cursor/openplanr/rules/planr-plan-review.mdc +6 -6
  100. package/lib/host-packages/cursor/openplanr/rules/planr-plan.mdc +16 -17
  101. package/lib/host-packages/cursor/openplanr/rules/planr-release/references/cadence.md +10 -0
  102. package/lib/host-packages/cursor/openplanr/rules/planr-release/references/release-notes.md +1 -1
  103. package/lib/host-packages/cursor/openplanr/rules/planr-release/references/return-contract.md +10 -0
  104. package/lib/host-packages/cursor/openplanr/rules/planr-release/references/schemes.md +4 -2
  105. package/lib/host-packages/cursor/openplanr/rules/planr-release.mdc +40 -139
  106. package/lib/host-packages/cursor/openplanr/rules/planr-ship/references/backlog-filing.md +102 -0
  107. package/lib/host-packages/cursor/openplanr/rules/planr-ship/references/findings.md +8 -16
  108. package/lib/host-packages/cursor/openplanr/rules/planr-ship/references/return-contract.md +10 -0
  109. package/lib/host-packages/cursor/openplanr/rules/planr-ship.mdc +37 -24
  110. package/lib/host-packages/cursor/openplanr/rules/planr-spec/references/return-contract.md +10 -0
  111. package/lib/host-packages/cursor/openplanr/rules/planr-spec.mdc +9 -9
  112. package/lib/host-packages/openai/.claude-plugin/marketplace.json +2 -2
  113. package/lib/host-packages/openai/openplanr/.codex-plugin/plugin.json +1 -1
  114. package/lib/host-packages/openai/openplanr/.openplanr-content.json +89 -89
  115. package/lib/host-packages/openai/openplanr/skills/ceo-review/openplanr.skill.json +4 -4
  116. package/lib/host-packages/openai/openplanr/skills/ceo-review/references/note-checklist.md +131 -0
  117. package/lib/host-packages/openai/openplanr/skills/ceo-review/references/operate-advisor-contract.md +2 -7
  118. package/lib/host-packages/openai/openplanr/skills/chair-review/SKILL.md +2 -7
  119. package/lib/host-packages/openai/openplanr/skills/chair-review/openplanr.skill.json +4 -4
  120. package/lib/host-packages/openai/openplanr/skills/chair-review/references/note-checklist.md +131 -0
  121. package/lib/host-packages/openai/openplanr/skills/challenger-review/SKILL.md +3 -7
  122. package/lib/host-packages/openai/openplanr/skills/challenger-review/openplanr.skill.json +4 -4
  123. package/lib/host-packages/openai/openplanr/skills/challenger-review/references/note-checklist.md +131 -0
  124. package/lib/host-packages/openai/openplanr/skills/cmo-review/openplanr.skill.json +4 -4
  125. package/lib/host-packages/openai/openplanr/skills/cmo-review/references/note-checklist.md +131 -0
  126. package/lib/host-packages/openai/openplanr/skills/cmo-review/references/operate-advisor-contract.md +2 -7
  127. package/lib/host-packages/openai/openplanr/skills/coo-review/openplanr.skill.json +4 -4
  128. package/lib/host-packages/openai/openplanr/skills/coo-review/references/note-checklist.md +131 -0
  129. package/lib/host-packages/openai/openplanr/skills/coo-review/references/operate-advisor-contract.md +2 -7
  130. package/lib/host-packages/openai/openplanr/skills/cpo-review/openplanr.skill.json +4 -4
  131. package/lib/host-packages/openai/openplanr/skills/cpo-review/references/note-checklist.md +131 -0
  132. package/lib/host-packages/openai/openplanr/skills/cpo-review/references/operate-advisor-contract.md +2 -7
  133. package/lib/host-packages/openai/openplanr/skills/cto-review/openplanr.skill.json +4 -4
  134. package/lib/host-packages/openai/openplanr/skills/cto-review/references/note-checklist.md +131 -0
  135. package/lib/host-packages/openai/openplanr/skills/cto-review/references/operate-advisor-contract.md +2 -7
  136. package/lib/host-packages/openai/openplanr/skills/investigate/SKILL.md +2 -3
  137. package/lib/host-packages/openai/openplanr/skills/investigate/openplanr.skill.json +4 -4
  138. package/lib/host-packages/openai/openplanr/skills/investigate/references/backlog-filing.md +102 -0
  139. package/lib/host-packages/openai/openplanr/skills/investigate/references/findings.md +8 -16
  140. package/lib/host-packages/openai/openplanr/skills/operate/SKILL.md +73 -84
  141. package/lib/host-packages/openai/openplanr/skills/operate/openplanr.skill.json +15 -4
  142. package/lib/host-packages/openai/openplanr/skills/operate/references/note-checklist.md +131 -0
  143. package/lib/host-packages/openai/openplanr/skills/operate/references/return-contract.md +10 -0
  144. package/lib/host-packages/openai/openplanr/skills/plan/SKILL.md +16 -17
  145. package/lib/host-packages/openai/openplanr/skills/plan/openplanr.skill.json +15 -4
  146. package/lib/host-packages/openai/openplanr/skills/plan/references/planning-ids.md +53 -0
  147. package/lib/host-packages/openai/openplanr/skills/plan/references/return-contract.md +10 -0
  148. package/lib/host-packages/openai/openplanr/skills/plan-review/SKILL.md +6 -6
  149. package/lib/host-packages/openai/openplanr/skills/plan-review/openplanr.skill.json +12 -1
  150. package/lib/host-packages/openai/openplanr/skills/plan-review/references/return-contract.md +10 -0
  151. package/lib/host-packages/openai/openplanr/skills/release/SKILL.md +40 -139
  152. package/lib/host-packages/openai/openplanr/skills/release/openplanr.skill.json +4 -4
  153. package/lib/host-packages/openai/openplanr/skills/release/references/cadence.md +10 -0
  154. package/lib/host-packages/openai/openplanr/skills/release/references/release-notes.md +1 -1
  155. package/lib/host-packages/openai/openplanr/skills/release/references/return-contract.md +10 -0
  156. package/lib/host-packages/openai/openplanr/skills/release/references/schemes.md +4 -2
  157. package/lib/host-packages/openai/openplanr/skills/ship/SKILL.md +37 -24
  158. package/lib/host-packages/openai/openplanr/skills/ship/openplanr.skill.json +9 -9
  159. package/lib/host-packages/openai/openplanr/skills/ship/references/backlog-filing.md +102 -0
  160. package/lib/host-packages/openai/openplanr/skills/ship/references/findings.md +8 -16
  161. package/lib/host-packages/openai/openplanr/skills/ship/references/return-contract.md +10 -0
  162. package/lib/host-packages/openai/openplanr/skills/spec/SKILL.md +9 -9
  163. package/lib/host-packages/openai/openplanr/skills/spec/openplanr.skill.json +12 -1
  164. package/lib/host-packages/openai/openplanr/skills/spec/references/return-contract.md +10 -0
  165. package/package.json +1 -1
  166. package/lib/host-packages/claude/openplanr/.claude-plugin/icon.svg +0 -11
  167. package/lib/host-packages/claude/openplanr/runtime/operate/scripts/errors.mjs +0 -8
  168. package/lib/host-packages/claude/openplanr/runtime/operate/scripts/operate-review-contract.mjs +0 -428
  169. package/lib/host-packages/claude/openplanr/runtime/operate/scripts/operate-review-note.mjs +0 -686
  170. package/lib/host-packages/claude/openplanr/runtime/operate/scripts/validate-note.mjs +0 -39
  171. package/lib/host-packages/claude/openplanr/skills/ceo-review/scripts/validate-note.mjs +0 -12
  172. package/lib/host-packages/claude/openplanr/skills/chair-review/scripts/validate-note.mjs +0 -12
  173. package/lib/host-packages/claude/openplanr/skills/challenger-review/scripts/validate-note.mjs +0 -12
  174. package/lib/host-packages/claude/openplanr/skills/cmo-review/scripts/validate-note.mjs +0 -12
  175. package/lib/host-packages/claude/openplanr/skills/coo-review/scripts/validate-note.mjs +0 -12
  176. package/lib/host-packages/claude/openplanr/skills/cpo-review/scripts/validate-note.mjs +0 -12
  177. package/lib/host-packages/claude/openplanr/skills/cto-review/scripts/validate-note.mjs +0 -12
  178. package/lib/host-packages/claude/openplanr/skills/investigate/scripts/backlog-item.mjs +0 -339
  179. package/lib/host-packages/claude/openplanr/skills/operate/scripts/validate-note.mjs +0 -12
  180. package/lib/host-packages/claude/openplanr/skills/plan/scripts/planning-ids.mjs +0 -166
  181. package/lib/host-packages/claude/openplanr/skills/release/scripts/collect_changes.sh +0 -85
  182. package/lib/host-packages/claude/openplanr/skills/ship/scripts/backlog-item.mjs +0 -339
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  184. package/lib/host-packages/cursor/openplanr/rules/planr-ceo-review/scripts/validate-note.mjs +0 -12
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  207. package/lib/host-packages/openai/openplanr/skills/challenger-review/scripts/validate-note.mjs +0 -12
  208. package/lib/host-packages/openai/openplanr/skills/cmo-review/scripts/validate-note.mjs +0 -12
  209. package/lib/host-packages/openai/openplanr/skills/coo-review/scripts/validate-note.mjs +0 -12
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  211. package/lib/host-packages/openai/openplanr/skills/cto-review/scripts/validate-note.mjs +0 -12
  212. package/lib/host-packages/openai/openplanr/skills/investigate/scripts/backlog-item.mjs +0 -339
  213. package/lib/host-packages/openai/openplanr/skills/operate/scripts/validate-note.mjs +0 -12
  214. package/lib/host-packages/openai/openplanr/skills/plan/scripts/planning-ids.mjs +0 -166
  215. package/lib/host-packages/openai/openplanr/skills/release/scripts/collect_changes.sh +0 -85
  216. package/lib/host-packages/openai/openplanr/skills/ship/scripts/backlog-item.mjs +0 -339
  217. package/lib/host-packages/openai/openplanr/skills/ship/scripts/discover-verification.mjs +0 -108
@@ -0,0 +1,131 @@
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+ # Operate note checklist
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+
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+ Check a written Operate note line by line before returning it. Each item names the diagnostic
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+ code `openplanr operate validate-note` reports for the same problem. Fix what you can; report each
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+ item that stays unresolved as a structural issue, with its code.
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+
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+ This checklist is the check. Never run `npx`, install or download anything, or search the
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+ filesystem for a validator or the CLI. Run `openplanr operate validate-note <note> --profile
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+ <profile> --contract-version 2.0.0` only if `command -v openplanr` succeeds, and treat its
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+ diagnostics the same way.
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+
12
+ Profiles: `advisor` (CEO, CTO, CPO, CMO and COO reviews), `challenger`, `chair` and
13
+ `board-report`. Notes written now use contract 2.0.0.
14
+
15
+ ## Every profile
16
+
17
+ - [ ] The profile is one of the four above (`E_OPERATE_REVIEW_PROFILE_INVALID`).
18
+ - [ ] The preamble, before the first `##` heading, holds at most one contract line, written
19
+ `> **Contract:** …` or `- **Contract:** …`
20
+ (`E_OPERATE_REVIEW_CONTRACT_DECLARATION_DUPLICATE`). A note with no contract line passes.
21
+ Only a contract line that is present is checked: its value must be exactly
22
+ `operate-review-quality-contract@2.0.0` (`E_OPERATE_REVIEW_CONTRACT_DECLARATION_INVALID`
23
+ for an unsupported kind or version, `E_OPERATE_REVIEW_CONTRACT_VERSION_INVALID`,
24
+ `E_OPERATE_REVIEW_CONTRACT_VERSION_MISMATCH`).
25
+ - [ ] The note has exactly one level-one `#` title (`E_OPERATE_REVIEW_TITLE_MISSING`,
26
+ `E_OPERATE_REVIEW_TITLE_DUPLICATE`).
27
+ - [ ] The note fits its size limit in UTF-8 bytes: advisor 16 KiB, challenger 12 KiB, chair and
28
+ board-report 24 KiB (`E_OPERATE_REVIEW_SIZE_LIMIT`).
29
+ - [ ] Every required `##` section for the profile is present (`E_OPERATE_REVIEW_SECTION_MISSING`)
30
+ and appears once (`E_OPERATE_REVIEW_SECTION_DUPLICATE`); there is no other `##` section
31
+ (`E_OPERATE_REVIEW_SECTION_UNEXPECTED`); and the sections follow the order listed below
32
+ (`E_OPERATE_REVIEW_SECTION_ORDER`).
33
+ - [ ] Check section items, section fields and item fields only in sections that are present. A
34
+ missing section is reported once, as `E_OPERATE_REVIEW_SECTION_MISSING`, and yields no
35
+ field or item code for what it would have held. The preamble fields are always checked.
36
+ - [ ] Each required field is written as `- **Name:** value` or `> **Name:** value`, appears once
37
+ in its scope (`E_OPERATE_REVIEW_FIELD_DUPLICATE`), and holds a real value, not empty, `...`,
38
+ `TBD`, `TODO` or a `<placeholder>` (`E_OPERATE_REVIEW_FIELD_MISSING`).
39
+ - [ ] A field with a fixed value list uses one of the listed values exactly
40
+ (`E_OPERATE_REVIEW_FIELD_VALUE_INVALID`).
41
+ - [ ] The item section holds at least one item or its exact empty-state sentence
42
+ (`E_OPERATE_REVIEW_ITEM_OR_EMPTY_STATE_MISSING`), at most five items
43
+ (`E_OPERATE_REVIEW_ITEM_LIMIT`), headed `### <prefix><n> — <title>` and numbered 1, 2, 3
44
+ with no gaps or repeats (`E_OPERATE_REVIEW_ITEM_SEQUENCE`).
45
+ - [ ] `Decision-changing gaps` is `None.` or a list within its limit (advisor and challenger 3,
46
+ chair and board-report 5) counted as `- ` lines (`E_OPERATE_REVIEW_SECTION_ITEM_LIMIT`).
47
+
48
+ ## advisor
49
+
50
+ - [ ] Preamble fields: `Signal` (`action`, `watch` or `insufficient context`) and `Bottom line`.
51
+ - [ ] Sections: `Findings`, `Recommended next move`, `Decision-changing gaps`,
52
+ `Sources consulted`.
53
+ - [ ] Items `F1`…`F5` under `Findings`, or `No decision-relevant finding was established.` Each
54
+ has `Priority` (`P0`, `P1`, `P2` or `unranked`), `Status` (`observed` or `inferred`),
55
+ `Why it matters`, `Sources`, `Confidence` and `Decision impact`.
56
+ - [ ] `Recommended next move` is exactly `No recommendation from current context.` or has
57
+ `Recommendation`, `Suggested owner`, `First step`, `Expected result`, `Check` and
58
+ `Revisit when`.
59
+
60
+ ## challenger
61
+
62
+ - [ ] Preamble fields: `Verdict` (`holds`, `holds with exceptions` or `not decision-ready`) and
63
+ `Bottom line`.
64
+ - [ ] Sections: `Material exceptions`, `Decisions that still hold`, `Risks and dissent`,
65
+ `Decision-changing gaps`.
66
+ - [ ] Items `X1`…`X5` under `Material exceptions`, or `No material exception found.` Each has
67
+ `Target`, `Type` (`unsupported`, `contradicted`, `correlated reasoning`,
68
+ `missing alternative`, `unpriced downside` or `overconfident`), `Decision impact`,
69
+ `Challenge`, `Sources` and `Resolution`.
70
+ - [ ] `Risks and dissent` has `Dissent` and `Resolution condition`.
71
+
72
+ ## chair
73
+
74
+ - [ ] Preamble fields: `Overall signal` (`act now`, `decide next`, `watch` or
75
+ `insufficient context`) and `Executive call`.
76
+ - [ ] Sections: `Decision queue`, `Action plan`, `Risks and dissent`, `Decision-changing gaps`,
77
+ `Review coverage`.
78
+ - [ ] The decision queue and action plan items below.
79
+
80
+ ## board-report
81
+
82
+ - [ ] No preamble fields are required.
83
+ - [ ] Sections: `Scope`, `Executive summary`, `Decision queue`, `Action plan`,
84
+ `Risks and dissent`, `Decision-changing gaps`, `Review coverage`, `Issues`.
85
+ - [ ] `Scope` has `Subject`, `Window`, `Requested decision` and `Custody`.
86
+ - [ ] `Executive summary` is not empty (`E_OPERATE_REVIEW_SUMMARY_MISSING`); a missing
87
+ `Executive summary` section is reported both as `E_OPERATE_REVIEW_SECTION_MISSING` and as
88
+ `E_OPERATE_REVIEW_SUMMARY_MISSING`.
89
+ - [ ] Exceptions to "a missing section yields no other code": with at least one decision, a
90
+ missing `Action plan` (chair or board-report) also yields
91
+ `E_OPERATE_REVIEW_ACTION_PLAN_INVALID`; in a contract 1.0.0 note, a missing `Executive call`
92
+ also yields `E_OPERATE_REVIEW_EXECUTIVE_CALL_MISSING` and a missing `Human gate` also yields
93
+ `E_OPERATE_REVIEW_HUMAN_GATE_INCOMPLETE`.
94
+ - [ ] The decision queue and action plan items below.
95
+
96
+ ## Decision queue and action plan (chair and board-report)
97
+
98
+ - [ ] Items `D1`…`D5` under `Decision queue`, or `No decision-ready proposal was established.`
99
+ - [ ] Each heading carries a priority: `### D1 — [P0] <title>`, with `P0`, `P1`, `P2` or
100
+ `unranked` (`E_OPERATE_REVIEW_ITEM_HEADING_INVALID`).
101
+ - [ ] Each decision has `Recommendation`, `Why now`, `Suggested owner`, `Confidence`,
102
+ `Alternative`, `First step`, `Expected result`, `Check`, `Dependencies`, `Revisit when`,
103
+ `Sources` and `Dissent`.
104
+ - [ ] With at least one decision, `Action plan` has the table header
105
+ `| ID | Priority | Action | Suggested owner | First step | Success measure | Check | Depends on |`
106
+ and at least one `A<n>` row (`E_OPERATE_REVIEW_ACTION_PLAN_INVALID`).
107
+ - [ ] The action plan has at most seven rows (`E_OPERATE_REVIEW_ACTION_LIMIT`), and every row
108
+ has exactly eight columns, none empty or a placeholder from the field list above (`...`,
109
+ `TBD`, `TODO`, `<placeholder>`); `—` is accepted, for example in `Depends on`
110
+ (`E_OPERATE_REVIEW_ACTION_ROW_INVALID`).
111
+
112
+ ## Older notes (contract 1.0.0)
113
+
114
+ Only for reading a note that declares `operate-human-review-contract@1.0.0`; never write one.
115
+ Its sections and fields differ from the lists above. A 1.0.0 board report also needs:
116
+
117
+ - [ ] A non-empty `Executive call` section (`E_OPERATE_REVIEW_EXECUTIVE_CALL_MISSING`).
118
+ - [ ] A `Human gate` with one statement per decision naming adopt, reject, defer, the decision's
119
+ owner and a reason; with no decision, it offers close, supply evidence, and re-run for any
120
+ absent review seat (`E_OPERATE_REVIEW_HUMAN_GATE_INCOMPLETE`), and never offers adopt,
121
+ reject or defer (`E_OPERATE_REVIEW_HUMAN_GATE_CONTRADICTORY`).
122
+
123
+ A caller that requires a conforming note fails it as a whole when any item above is unresolved
124
+ (`E_OPERATE_REVIEW_NOTE_INVALID`); that whole-note code is never listed on the `CODES:` line.
125
+
126
+ ## Report format
127
+
128
+ End the reply with exactly one line: `CODES: ` followed by every distinct code from the items
129
+ above, each written in full, sorted alphabetically and comma-separated; write
130
+ `CODES: none` when every item passes. Each code appears once however many times the problem
131
+ occurs.
@@ -78,13 +78,9 @@ review. The Chair needs exceptions, surviving decisions, dissent, and resolution
78
78
 
79
79
  ## Optional quality check and return
80
80
 
81
- When available, use this as a structural quality check:
82
-
83
- ```sh
84
- node "<skill-root>/scripts/validate-note.mjs" "<absolute-output-path>" --profile challenger --contract-version 2.0.0 --json
85
- ```
86
-
87
- Use diagnostics when useful and report any remaining structural issue.
81
+ Check the note against the challenger profile in
82
+ [the note checklist](references/note-checklist.md). Use unchecked items when useful and report any
83
+ remaining structural issue.
88
84
 
89
85
  ## Return
90
86
 
@@ -3,7 +3,7 @@
3
3
  "schemaVersion": "1.0.0",
4
4
  "protocolVersion": "1.8.0",
5
5
  "skillId": "planr-challenger-review",
6
- "skillVersion": "2.0.1",
6
+ "skillVersion": "2.1.0",
7
7
  "entrypoint": "SKILL.md",
8
8
  "hosts": [
9
9
  "claude-code",
@@ -14,15 +14,15 @@
14
14
  "execution": "host-agent",
15
15
  "resources": [
16
16
  {
17
- "path": "scripts/validate-note.mjs",
18
- "kind": "script",
17
+ "path": "references/note-checklist.md",
18
+ "kind": "reference",
19
19
  "hosts": [
20
20
  "claude-code",
21
21
  "codex",
22
22
  "chatgpt",
23
23
  "cursor"
24
24
  ],
25
- "executable": true
25
+ "executable": false
26
26
  },
27
27
  {
28
28
  "path": "agents/openai.yaml",
@@ -0,0 +1,131 @@
1
+ # Operate note checklist
2
+
3
+ Check a written Operate note line by line before returning it. Each item names the diagnostic
4
+ code `openplanr operate validate-note` reports for the same problem. Fix what you can; report each
5
+ item that stays unresolved as a structural issue, with its code.
6
+
7
+ This checklist is the check. Never run `npx`, install or download anything, or search the
8
+ filesystem for a validator or the CLI. Run `openplanr operate validate-note <note> --profile
9
+ <profile> --contract-version 2.0.0` only if `command -v openplanr` succeeds, and treat its
10
+ diagnostics the same way.
11
+
12
+ Profiles: `advisor` (CEO, CTO, CPO, CMO and COO reviews), `challenger`, `chair` and
13
+ `board-report`. Notes written now use contract 2.0.0.
14
+
15
+ ## Every profile
16
+
17
+ - [ ] The profile is one of the four above (`E_OPERATE_REVIEW_PROFILE_INVALID`).
18
+ - [ ] The preamble, before the first `##` heading, holds at most one contract line, written
19
+ `> **Contract:** …` or `- **Contract:** …`
20
+ (`E_OPERATE_REVIEW_CONTRACT_DECLARATION_DUPLICATE`). A note with no contract line passes.
21
+ Only a contract line that is present is checked: its value must be exactly
22
+ `operate-review-quality-contract@2.0.0` (`E_OPERATE_REVIEW_CONTRACT_DECLARATION_INVALID`
23
+ for an unsupported kind or version, `E_OPERATE_REVIEW_CONTRACT_VERSION_INVALID`,
24
+ `E_OPERATE_REVIEW_CONTRACT_VERSION_MISMATCH`).
25
+ - [ ] The note has exactly one level-one `#` title (`E_OPERATE_REVIEW_TITLE_MISSING`,
26
+ `E_OPERATE_REVIEW_TITLE_DUPLICATE`).
27
+ - [ ] The note fits its size limit in UTF-8 bytes: advisor 16 KiB, challenger 12 KiB, chair and
28
+ board-report 24 KiB (`E_OPERATE_REVIEW_SIZE_LIMIT`).
29
+ - [ ] Every required `##` section for the profile is present (`E_OPERATE_REVIEW_SECTION_MISSING`)
30
+ and appears once (`E_OPERATE_REVIEW_SECTION_DUPLICATE`); there is no other `##` section
31
+ (`E_OPERATE_REVIEW_SECTION_UNEXPECTED`); and the sections follow the order listed below
32
+ (`E_OPERATE_REVIEW_SECTION_ORDER`).
33
+ - [ ] Check section items, section fields and item fields only in sections that are present. A
34
+ missing section is reported once, as `E_OPERATE_REVIEW_SECTION_MISSING`, and yields no
35
+ field or item code for what it would have held. The preamble fields are always checked.
36
+ - [ ] Each required field is written as `- **Name:** value` or `> **Name:** value`, appears once
37
+ in its scope (`E_OPERATE_REVIEW_FIELD_DUPLICATE`), and holds a real value, not empty, `...`,
38
+ `TBD`, `TODO` or a `<placeholder>` (`E_OPERATE_REVIEW_FIELD_MISSING`).
39
+ - [ ] A field with a fixed value list uses one of the listed values exactly
40
+ (`E_OPERATE_REVIEW_FIELD_VALUE_INVALID`).
41
+ - [ ] The item section holds at least one item or its exact empty-state sentence
42
+ (`E_OPERATE_REVIEW_ITEM_OR_EMPTY_STATE_MISSING`), at most five items
43
+ (`E_OPERATE_REVIEW_ITEM_LIMIT`), headed `### <prefix><n> — <title>` and numbered 1, 2, 3
44
+ with no gaps or repeats (`E_OPERATE_REVIEW_ITEM_SEQUENCE`).
45
+ - [ ] `Decision-changing gaps` is `None.` or a list within its limit (advisor and challenger 3,
46
+ chair and board-report 5) counted as `- ` lines (`E_OPERATE_REVIEW_SECTION_ITEM_LIMIT`).
47
+
48
+ ## advisor
49
+
50
+ - [ ] Preamble fields: `Signal` (`action`, `watch` or `insufficient context`) and `Bottom line`.
51
+ - [ ] Sections: `Findings`, `Recommended next move`, `Decision-changing gaps`,
52
+ `Sources consulted`.
53
+ - [ ] Items `F1`…`F5` under `Findings`, or `No decision-relevant finding was established.` Each
54
+ has `Priority` (`P0`, `P1`, `P2` or `unranked`), `Status` (`observed` or `inferred`),
55
+ `Why it matters`, `Sources`, `Confidence` and `Decision impact`.
56
+ - [ ] `Recommended next move` is exactly `No recommendation from current context.` or has
57
+ `Recommendation`, `Suggested owner`, `First step`, `Expected result`, `Check` and
58
+ `Revisit when`.
59
+
60
+ ## challenger
61
+
62
+ - [ ] Preamble fields: `Verdict` (`holds`, `holds with exceptions` or `not decision-ready`) and
63
+ `Bottom line`.
64
+ - [ ] Sections: `Material exceptions`, `Decisions that still hold`, `Risks and dissent`,
65
+ `Decision-changing gaps`.
66
+ - [ ] Items `X1`…`X5` under `Material exceptions`, or `No material exception found.` Each has
67
+ `Target`, `Type` (`unsupported`, `contradicted`, `correlated reasoning`,
68
+ `missing alternative`, `unpriced downside` or `overconfident`), `Decision impact`,
69
+ `Challenge`, `Sources` and `Resolution`.
70
+ - [ ] `Risks and dissent` has `Dissent` and `Resolution condition`.
71
+
72
+ ## chair
73
+
74
+ - [ ] Preamble fields: `Overall signal` (`act now`, `decide next`, `watch` or
75
+ `insufficient context`) and `Executive call`.
76
+ - [ ] Sections: `Decision queue`, `Action plan`, `Risks and dissent`, `Decision-changing gaps`,
77
+ `Review coverage`.
78
+ - [ ] The decision queue and action plan items below.
79
+
80
+ ## board-report
81
+
82
+ - [ ] No preamble fields are required.
83
+ - [ ] Sections: `Scope`, `Executive summary`, `Decision queue`, `Action plan`,
84
+ `Risks and dissent`, `Decision-changing gaps`, `Review coverage`, `Issues`.
85
+ - [ ] `Scope` has `Subject`, `Window`, `Requested decision` and `Custody`.
86
+ - [ ] `Executive summary` is not empty (`E_OPERATE_REVIEW_SUMMARY_MISSING`); a missing
87
+ `Executive summary` section is reported both as `E_OPERATE_REVIEW_SECTION_MISSING` and as
88
+ `E_OPERATE_REVIEW_SUMMARY_MISSING`.
89
+ - [ ] Exceptions to "a missing section yields no other code": with at least one decision, a
90
+ missing `Action plan` (chair or board-report) also yields
91
+ `E_OPERATE_REVIEW_ACTION_PLAN_INVALID`; in a contract 1.0.0 note, a missing `Executive call`
92
+ also yields `E_OPERATE_REVIEW_EXECUTIVE_CALL_MISSING` and a missing `Human gate` also yields
93
+ `E_OPERATE_REVIEW_HUMAN_GATE_INCOMPLETE`.
94
+ - [ ] The decision queue and action plan items below.
95
+
96
+ ## Decision queue and action plan (chair and board-report)
97
+
98
+ - [ ] Items `D1`…`D5` under `Decision queue`, or `No decision-ready proposal was established.`
99
+ - [ ] Each heading carries a priority: `### D1 — [P0] <title>`, with `P0`, `P1`, `P2` or
100
+ `unranked` (`E_OPERATE_REVIEW_ITEM_HEADING_INVALID`).
101
+ - [ ] Each decision has `Recommendation`, `Why now`, `Suggested owner`, `Confidence`,
102
+ `Alternative`, `First step`, `Expected result`, `Check`, `Dependencies`, `Revisit when`,
103
+ `Sources` and `Dissent`.
104
+ - [ ] With at least one decision, `Action plan` has the table header
105
+ `| ID | Priority | Action | Suggested owner | First step | Success measure | Check | Depends on |`
106
+ and at least one `A<n>` row (`E_OPERATE_REVIEW_ACTION_PLAN_INVALID`).
107
+ - [ ] The action plan has at most seven rows (`E_OPERATE_REVIEW_ACTION_LIMIT`), and every row
108
+ has exactly eight columns, none empty or a placeholder from the field list above (`...`,
109
+ `TBD`, `TODO`, `<placeholder>`); `—` is accepted, for example in `Depends on`
110
+ (`E_OPERATE_REVIEW_ACTION_ROW_INVALID`).
111
+
112
+ ## Older notes (contract 1.0.0)
113
+
114
+ Only for reading a note that declares `operate-human-review-contract@1.0.0`; never write one.
115
+ Its sections and fields differ from the lists above. A 1.0.0 board report also needs:
116
+
117
+ - [ ] A non-empty `Executive call` section (`E_OPERATE_REVIEW_EXECUTIVE_CALL_MISSING`).
118
+ - [ ] A `Human gate` with one statement per decision naming adopt, reject, defer, the decision's
119
+ owner and a reason; with no decision, it offers close, supply evidence, and re-run for any
120
+ absent review seat (`E_OPERATE_REVIEW_HUMAN_GATE_INCOMPLETE`), and never offers adopt,
121
+ reject or defer (`E_OPERATE_REVIEW_HUMAN_GATE_CONTRADICTORY`).
122
+
123
+ A caller that requires a conforming note fails it as a whole when any item above is unresolved
124
+ (`E_OPERATE_REVIEW_NOTE_INVALID`); that whole-note code is never listed on the `CODES:` line.
125
+
126
+ ## Report format
127
+
128
+ End the reply with exactly one line: `CODES: ` followed by every distinct code from the items
129
+ above, each written in full, sorted alphabetically and comma-separated; write
130
+ `CODES: none` when every item passes. Each code appears once however many times the problem
131
+ occurs.
@@ -3,7 +3,7 @@
3
3
  "schemaVersion": "1.0.0",
4
4
  "protocolVersion": "1.8.0",
5
5
  "skillId": "planr-cmo-review",
6
- "skillVersion": "2.0.1",
6
+ "skillVersion": "2.1.0",
7
7
  "entrypoint": "SKILL.md",
8
8
  "hosts": [
9
9
  "claude-code",
@@ -25,15 +25,15 @@
25
25
  "executable": false
26
26
  },
27
27
  {
28
- "path": "scripts/validate-note.mjs",
29
- "kind": "script",
28
+ "path": "references/note-checklist.md",
29
+ "kind": "reference",
30
30
  "hosts": [
31
31
  "claude-code",
32
32
  "codex",
33
33
  "chatgpt",
34
34
  "cursor"
35
35
  ],
36
- "executable": true
36
+ "executable": false
37
37
  },
38
38
  {
39
39
  "path": "agents/openai.yaml",
@@ -0,0 +1,131 @@
1
+ # Operate note checklist
2
+
3
+ Check a written Operate note line by line before returning it. Each item names the diagnostic
4
+ code `openplanr operate validate-note` reports for the same problem. Fix what you can; report each
5
+ item that stays unresolved as a structural issue, with its code.
6
+
7
+ This checklist is the check. Never run `npx`, install or download anything, or search the
8
+ filesystem for a validator or the CLI. Run `openplanr operate validate-note <note> --profile
9
+ <profile> --contract-version 2.0.0` only if `command -v openplanr` succeeds, and treat its
10
+ diagnostics the same way.
11
+
12
+ Profiles: `advisor` (CEO, CTO, CPO, CMO and COO reviews), `challenger`, `chair` and
13
+ `board-report`. Notes written now use contract 2.0.0.
14
+
15
+ ## Every profile
16
+
17
+ - [ ] The profile is one of the four above (`E_OPERATE_REVIEW_PROFILE_INVALID`).
18
+ - [ ] The preamble, before the first `##` heading, holds at most one contract line, written
19
+ `> **Contract:** …` or `- **Contract:** …`
20
+ (`E_OPERATE_REVIEW_CONTRACT_DECLARATION_DUPLICATE`). A note with no contract line passes.
21
+ Only a contract line that is present is checked: its value must be exactly
22
+ `operate-review-quality-contract@2.0.0` (`E_OPERATE_REVIEW_CONTRACT_DECLARATION_INVALID`
23
+ for an unsupported kind or version, `E_OPERATE_REVIEW_CONTRACT_VERSION_INVALID`,
24
+ `E_OPERATE_REVIEW_CONTRACT_VERSION_MISMATCH`).
25
+ - [ ] The note has exactly one level-one `#` title (`E_OPERATE_REVIEW_TITLE_MISSING`,
26
+ `E_OPERATE_REVIEW_TITLE_DUPLICATE`).
27
+ - [ ] The note fits its size limit in UTF-8 bytes: advisor 16 KiB, challenger 12 KiB, chair and
28
+ board-report 24 KiB (`E_OPERATE_REVIEW_SIZE_LIMIT`).
29
+ - [ ] Every required `##` section for the profile is present (`E_OPERATE_REVIEW_SECTION_MISSING`)
30
+ and appears once (`E_OPERATE_REVIEW_SECTION_DUPLICATE`); there is no other `##` section
31
+ (`E_OPERATE_REVIEW_SECTION_UNEXPECTED`); and the sections follow the order listed below
32
+ (`E_OPERATE_REVIEW_SECTION_ORDER`).
33
+ - [ ] Check section items, section fields and item fields only in sections that are present. A
34
+ missing section is reported once, as `E_OPERATE_REVIEW_SECTION_MISSING`, and yields no
35
+ field or item code for what it would have held. The preamble fields are always checked.
36
+ - [ ] Each required field is written as `- **Name:** value` or `> **Name:** value`, appears once
37
+ in its scope (`E_OPERATE_REVIEW_FIELD_DUPLICATE`), and holds a real value, not empty, `...`,
38
+ `TBD`, `TODO` or a `<placeholder>` (`E_OPERATE_REVIEW_FIELD_MISSING`).
39
+ - [ ] A field with a fixed value list uses one of the listed values exactly
40
+ (`E_OPERATE_REVIEW_FIELD_VALUE_INVALID`).
41
+ - [ ] The item section holds at least one item or its exact empty-state sentence
42
+ (`E_OPERATE_REVIEW_ITEM_OR_EMPTY_STATE_MISSING`), at most five items
43
+ (`E_OPERATE_REVIEW_ITEM_LIMIT`), headed `### <prefix><n> — <title>` and numbered 1, 2, 3
44
+ with no gaps or repeats (`E_OPERATE_REVIEW_ITEM_SEQUENCE`).
45
+ - [ ] `Decision-changing gaps` is `None.` or a list within its limit (advisor and challenger 3,
46
+ chair and board-report 5) counted as `- ` lines (`E_OPERATE_REVIEW_SECTION_ITEM_LIMIT`).
47
+
48
+ ## advisor
49
+
50
+ - [ ] Preamble fields: `Signal` (`action`, `watch` or `insufficient context`) and `Bottom line`.
51
+ - [ ] Sections: `Findings`, `Recommended next move`, `Decision-changing gaps`,
52
+ `Sources consulted`.
53
+ - [ ] Items `F1`…`F5` under `Findings`, or `No decision-relevant finding was established.` Each
54
+ has `Priority` (`P0`, `P1`, `P2` or `unranked`), `Status` (`observed` or `inferred`),
55
+ `Why it matters`, `Sources`, `Confidence` and `Decision impact`.
56
+ - [ ] `Recommended next move` is exactly `No recommendation from current context.` or has
57
+ `Recommendation`, `Suggested owner`, `First step`, `Expected result`, `Check` and
58
+ `Revisit when`.
59
+
60
+ ## challenger
61
+
62
+ - [ ] Preamble fields: `Verdict` (`holds`, `holds with exceptions` or `not decision-ready`) and
63
+ `Bottom line`.
64
+ - [ ] Sections: `Material exceptions`, `Decisions that still hold`, `Risks and dissent`,
65
+ `Decision-changing gaps`.
66
+ - [ ] Items `X1`…`X5` under `Material exceptions`, or `No material exception found.` Each has
67
+ `Target`, `Type` (`unsupported`, `contradicted`, `correlated reasoning`,
68
+ `missing alternative`, `unpriced downside` or `overconfident`), `Decision impact`,
69
+ `Challenge`, `Sources` and `Resolution`.
70
+ - [ ] `Risks and dissent` has `Dissent` and `Resolution condition`.
71
+
72
+ ## chair
73
+
74
+ - [ ] Preamble fields: `Overall signal` (`act now`, `decide next`, `watch` or
75
+ `insufficient context`) and `Executive call`.
76
+ - [ ] Sections: `Decision queue`, `Action plan`, `Risks and dissent`, `Decision-changing gaps`,
77
+ `Review coverage`.
78
+ - [ ] The decision queue and action plan items below.
79
+
80
+ ## board-report
81
+
82
+ - [ ] No preamble fields are required.
83
+ - [ ] Sections: `Scope`, `Executive summary`, `Decision queue`, `Action plan`,
84
+ `Risks and dissent`, `Decision-changing gaps`, `Review coverage`, `Issues`.
85
+ - [ ] `Scope` has `Subject`, `Window`, `Requested decision` and `Custody`.
86
+ - [ ] `Executive summary` is not empty (`E_OPERATE_REVIEW_SUMMARY_MISSING`); a missing
87
+ `Executive summary` section is reported both as `E_OPERATE_REVIEW_SECTION_MISSING` and as
88
+ `E_OPERATE_REVIEW_SUMMARY_MISSING`.
89
+ - [ ] Exceptions to "a missing section yields no other code": with at least one decision, a
90
+ missing `Action plan` (chair or board-report) also yields
91
+ `E_OPERATE_REVIEW_ACTION_PLAN_INVALID`; in a contract 1.0.0 note, a missing `Executive call`
92
+ also yields `E_OPERATE_REVIEW_EXECUTIVE_CALL_MISSING` and a missing `Human gate` also yields
93
+ `E_OPERATE_REVIEW_HUMAN_GATE_INCOMPLETE`.
94
+ - [ ] The decision queue and action plan items below.
95
+
96
+ ## Decision queue and action plan (chair and board-report)
97
+
98
+ - [ ] Items `D1`…`D5` under `Decision queue`, or `No decision-ready proposal was established.`
99
+ - [ ] Each heading carries a priority: `### D1 — [P0] <title>`, with `P0`, `P1`, `P2` or
100
+ `unranked` (`E_OPERATE_REVIEW_ITEM_HEADING_INVALID`).
101
+ - [ ] Each decision has `Recommendation`, `Why now`, `Suggested owner`, `Confidence`,
102
+ `Alternative`, `First step`, `Expected result`, `Check`, `Dependencies`, `Revisit when`,
103
+ `Sources` and `Dissent`.
104
+ - [ ] With at least one decision, `Action plan` has the table header
105
+ `| ID | Priority | Action | Suggested owner | First step | Success measure | Check | Depends on |`
106
+ and at least one `A<n>` row (`E_OPERATE_REVIEW_ACTION_PLAN_INVALID`).
107
+ - [ ] The action plan has at most seven rows (`E_OPERATE_REVIEW_ACTION_LIMIT`), and every row
108
+ has exactly eight columns, none empty or a placeholder from the field list above (`...`,
109
+ `TBD`, `TODO`, `<placeholder>`); `—` is accepted, for example in `Depends on`
110
+ (`E_OPERATE_REVIEW_ACTION_ROW_INVALID`).
111
+
112
+ ## Older notes (contract 1.0.0)
113
+
114
+ Only for reading a note that declares `operate-human-review-contract@1.0.0`; never write one.
115
+ Its sections and fields differ from the lists above. A 1.0.0 board report also needs:
116
+
117
+ - [ ] A non-empty `Executive call` section (`E_OPERATE_REVIEW_EXECUTIVE_CALL_MISSING`).
118
+ - [ ] A `Human gate` with one statement per decision naming adopt, reject, defer, the decision's
119
+ owner and a reason; with no decision, it offers close, supply evidence, and re-run for any
120
+ absent review seat (`E_OPERATE_REVIEW_HUMAN_GATE_INCOMPLETE`), and never offers adopt,
121
+ reject or defer (`E_OPERATE_REVIEW_HUMAN_GATE_CONTRADICTORY`).
122
+
123
+ A caller that requires a conforming note fails it as a whole when any item above is unresolved
124
+ (`E_OPERATE_REVIEW_NOTE_INVALID`); that whole-note code is never listed on the `CODES:` line.
125
+
126
+ ## Report format
127
+
128
+ End the reply with exactly one line: `CODES: ` followed by every distinct code from the items
129
+ above, each written in full, sorted alphabetically and comma-separated; write
130
+ `CODES: none` when every item passes. Each code appears once however many times the problem
131
+ occurs.
@@ -122,13 +122,8 @@ findings, use `No recommendation from current context.`, and list only decision-
122
122
 
123
123
  ## Optional quality check and return
124
124
 
125
- When available, the following command can report structural issues:
126
-
127
- ```sh
128
- node "<skill-root>/scripts/validate-note.mjs" "<absolute-output-path>" --profile advisor --contract-version 2.0.0
129
- ```
130
-
131
- Treat its diagnostics as editing guidance and report any unresolved structural issue.
125
+ Check the note against the advisor profile in [the note checklist](note-checklist.md). Treat
126
+ unchecked items as editing guidance and report any unresolved structural issue.
132
127
 
133
128
  Lead the chat return with the grounded signal and principal recommendation. Link
134
129
  the output note, summarize the finding count, and state the evidence reviewed and
@@ -3,7 +3,7 @@
3
3
  "schemaVersion": "1.0.0",
4
4
  "protocolVersion": "1.8.0",
5
5
  "skillId": "planr-coo-review",
6
- "skillVersion": "2.0.1",
6
+ "skillVersion": "2.1.0",
7
7
  "entrypoint": "SKILL.md",
8
8
  "hosts": [
9
9
  "claude-code",
@@ -25,15 +25,15 @@
25
25
  "executable": false
26
26
  },
27
27
  {
28
- "path": "scripts/validate-note.mjs",
29
- "kind": "script",
28
+ "path": "references/note-checklist.md",
29
+ "kind": "reference",
30
30
  "hosts": [
31
31
  "claude-code",
32
32
  "codex",
33
33
  "chatgpt",
34
34
  "cursor"
35
35
  ],
36
- "executable": true
36
+ "executable": false
37
37
  },
38
38
  {
39
39
  "path": "agents/openai.yaml",
@@ -0,0 +1,131 @@
1
+ # Operate note checklist
2
+
3
+ Check a written Operate note line by line before returning it. Each item names the diagnostic
4
+ code `openplanr operate validate-note` reports for the same problem. Fix what you can; report each
5
+ item that stays unresolved as a structural issue, with its code.
6
+
7
+ This checklist is the check. Never run `npx`, install or download anything, or search the
8
+ filesystem for a validator or the CLI. Run `openplanr operate validate-note <note> --profile
9
+ <profile> --contract-version 2.0.0` only if `command -v openplanr` succeeds, and treat its
10
+ diagnostics the same way.
11
+
12
+ Profiles: `advisor` (CEO, CTO, CPO, CMO and COO reviews), `challenger`, `chair` and
13
+ `board-report`. Notes written now use contract 2.0.0.
14
+
15
+ ## Every profile
16
+
17
+ - [ ] The profile is one of the four above (`E_OPERATE_REVIEW_PROFILE_INVALID`).
18
+ - [ ] The preamble, before the first `##` heading, holds at most one contract line, written
19
+ `> **Contract:** …` or `- **Contract:** …`
20
+ (`E_OPERATE_REVIEW_CONTRACT_DECLARATION_DUPLICATE`). A note with no contract line passes.
21
+ Only a contract line that is present is checked: its value must be exactly
22
+ `operate-review-quality-contract@2.0.0` (`E_OPERATE_REVIEW_CONTRACT_DECLARATION_INVALID`
23
+ for an unsupported kind or version, `E_OPERATE_REVIEW_CONTRACT_VERSION_INVALID`,
24
+ `E_OPERATE_REVIEW_CONTRACT_VERSION_MISMATCH`).
25
+ - [ ] The note has exactly one level-one `#` title (`E_OPERATE_REVIEW_TITLE_MISSING`,
26
+ `E_OPERATE_REVIEW_TITLE_DUPLICATE`).
27
+ - [ ] The note fits its size limit in UTF-8 bytes: advisor 16 KiB, challenger 12 KiB, chair and
28
+ board-report 24 KiB (`E_OPERATE_REVIEW_SIZE_LIMIT`).
29
+ - [ ] Every required `##` section for the profile is present (`E_OPERATE_REVIEW_SECTION_MISSING`)
30
+ and appears once (`E_OPERATE_REVIEW_SECTION_DUPLICATE`); there is no other `##` section
31
+ (`E_OPERATE_REVIEW_SECTION_UNEXPECTED`); and the sections follow the order listed below
32
+ (`E_OPERATE_REVIEW_SECTION_ORDER`).
33
+ - [ ] Check section items, section fields and item fields only in sections that are present. A
34
+ missing section is reported once, as `E_OPERATE_REVIEW_SECTION_MISSING`, and yields no
35
+ field or item code for what it would have held. The preamble fields are always checked.
36
+ - [ ] Each required field is written as `- **Name:** value` or `> **Name:** value`, appears once
37
+ in its scope (`E_OPERATE_REVIEW_FIELD_DUPLICATE`), and holds a real value, not empty, `...`,
38
+ `TBD`, `TODO` or a `<placeholder>` (`E_OPERATE_REVIEW_FIELD_MISSING`).
39
+ - [ ] A field with a fixed value list uses one of the listed values exactly
40
+ (`E_OPERATE_REVIEW_FIELD_VALUE_INVALID`).
41
+ - [ ] The item section holds at least one item or its exact empty-state sentence
42
+ (`E_OPERATE_REVIEW_ITEM_OR_EMPTY_STATE_MISSING`), at most five items
43
+ (`E_OPERATE_REVIEW_ITEM_LIMIT`), headed `### <prefix><n> — <title>` and numbered 1, 2, 3
44
+ with no gaps or repeats (`E_OPERATE_REVIEW_ITEM_SEQUENCE`).
45
+ - [ ] `Decision-changing gaps` is `None.` or a list within its limit (advisor and challenger 3,
46
+ chair and board-report 5) counted as `- ` lines (`E_OPERATE_REVIEW_SECTION_ITEM_LIMIT`).
47
+
48
+ ## advisor
49
+
50
+ - [ ] Preamble fields: `Signal` (`action`, `watch` or `insufficient context`) and `Bottom line`.
51
+ - [ ] Sections: `Findings`, `Recommended next move`, `Decision-changing gaps`,
52
+ `Sources consulted`.
53
+ - [ ] Items `F1`…`F5` under `Findings`, or `No decision-relevant finding was established.` Each
54
+ has `Priority` (`P0`, `P1`, `P2` or `unranked`), `Status` (`observed` or `inferred`),
55
+ `Why it matters`, `Sources`, `Confidence` and `Decision impact`.
56
+ - [ ] `Recommended next move` is exactly `No recommendation from current context.` or has
57
+ `Recommendation`, `Suggested owner`, `First step`, `Expected result`, `Check` and
58
+ `Revisit when`.
59
+
60
+ ## challenger
61
+
62
+ - [ ] Preamble fields: `Verdict` (`holds`, `holds with exceptions` or `not decision-ready`) and
63
+ `Bottom line`.
64
+ - [ ] Sections: `Material exceptions`, `Decisions that still hold`, `Risks and dissent`,
65
+ `Decision-changing gaps`.
66
+ - [ ] Items `X1`…`X5` under `Material exceptions`, or `No material exception found.` Each has
67
+ `Target`, `Type` (`unsupported`, `contradicted`, `correlated reasoning`,
68
+ `missing alternative`, `unpriced downside` or `overconfident`), `Decision impact`,
69
+ `Challenge`, `Sources` and `Resolution`.
70
+ - [ ] `Risks and dissent` has `Dissent` and `Resolution condition`.
71
+
72
+ ## chair
73
+
74
+ - [ ] Preamble fields: `Overall signal` (`act now`, `decide next`, `watch` or
75
+ `insufficient context`) and `Executive call`.
76
+ - [ ] Sections: `Decision queue`, `Action plan`, `Risks and dissent`, `Decision-changing gaps`,
77
+ `Review coverage`.
78
+ - [ ] The decision queue and action plan items below.
79
+
80
+ ## board-report
81
+
82
+ - [ ] No preamble fields are required.
83
+ - [ ] Sections: `Scope`, `Executive summary`, `Decision queue`, `Action plan`,
84
+ `Risks and dissent`, `Decision-changing gaps`, `Review coverage`, `Issues`.
85
+ - [ ] `Scope` has `Subject`, `Window`, `Requested decision` and `Custody`.
86
+ - [ ] `Executive summary` is not empty (`E_OPERATE_REVIEW_SUMMARY_MISSING`); a missing
87
+ `Executive summary` section is reported both as `E_OPERATE_REVIEW_SECTION_MISSING` and as
88
+ `E_OPERATE_REVIEW_SUMMARY_MISSING`.
89
+ - [ ] Exceptions to "a missing section yields no other code": with at least one decision, a
90
+ missing `Action plan` (chair or board-report) also yields
91
+ `E_OPERATE_REVIEW_ACTION_PLAN_INVALID`; in a contract 1.0.0 note, a missing `Executive call`
92
+ also yields `E_OPERATE_REVIEW_EXECUTIVE_CALL_MISSING` and a missing `Human gate` also yields
93
+ `E_OPERATE_REVIEW_HUMAN_GATE_INCOMPLETE`.
94
+ - [ ] The decision queue and action plan items below.
95
+
96
+ ## Decision queue and action plan (chair and board-report)
97
+
98
+ - [ ] Items `D1`…`D5` under `Decision queue`, or `No decision-ready proposal was established.`
99
+ - [ ] Each heading carries a priority: `### D1 — [P0] <title>`, with `P0`, `P1`, `P2` or
100
+ `unranked` (`E_OPERATE_REVIEW_ITEM_HEADING_INVALID`).
101
+ - [ ] Each decision has `Recommendation`, `Why now`, `Suggested owner`, `Confidence`,
102
+ `Alternative`, `First step`, `Expected result`, `Check`, `Dependencies`, `Revisit when`,
103
+ `Sources` and `Dissent`.
104
+ - [ ] With at least one decision, `Action plan` has the table header
105
+ `| ID | Priority | Action | Suggested owner | First step | Success measure | Check | Depends on |`
106
+ and at least one `A<n>` row (`E_OPERATE_REVIEW_ACTION_PLAN_INVALID`).
107
+ - [ ] The action plan has at most seven rows (`E_OPERATE_REVIEW_ACTION_LIMIT`), and every row
108
+ has exactly eight columns, none empty or a placeholder from the field list above (`...`,
109
+ `TBD`, `TODO`, `<placeholder>`); `—` is accepted, for example in `Depends on`
110
+ (`E_OPERATE_REVIEW_ACTION_ROW_INVALID`).
111
+
112
+ ## Older notes (contract 1.0.0)
113
+
114
+ Only for reading a note that declares `operate-human-review-contract@1.0.0`; never write one.
115
+ Its sections and fields differ from the lists above. A 1.0.0 board report also needs:
116
+
117
+ - [ ] A non-empty `Executive call` section (`E_OPERATE_REVIEW_EXECUTIVE_CALL_MISSING`).
118
+ - [ ] A `Human gate` with one statement per decision naming adopt, reject, defer, the decision's
119
+ owner and a reason; with no decision, it offers close, supply evidence, and re-run for any
120
+ absent review seat (`E_OPERATE_REVIEW_HUMAN_GATE_INCOMPLETE`), and never offers adopt,
121
+ reject or defer (`E_OPERATE_REVIEW_HUMAN_GATE_CONTRADICTORY`).
122
+
123
+ A caller that requires a conforming note fails it as a whole when any item above is unresolved
124
+ (`E_OPERATE_REVIEW_NOTE_INVALID`); that whole-note code is never listed on the `CODES:` line.
125
+
126
+ ## Report format
127
+
128
+ End the reply with exactly one line: `CODES: ` followed by every distinct code from the items
129
+ above, each written in full, sorted alphabetically and comma-separated; write
130
+ `CODES: none` when every item passes. Each code appears once however many times the problem
131
+ occurs.