planr 1.10.0-alpha.9 → 2.0.0

package/docs/contract.md

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+# planr contract
+
+The data and CLI contract of the planr engine. Change it here first, then the code.
+
+## Planning repository layout
+
+```
+<planning-root>/
+  planr.config.json        optional
+  tasks/<ID>.md            one file per task (source of truth)
+  plans/<name>-goal.md     goals (directory and suffix configurable)
+  decisions.md             free-form, not parsed
+```
+
+`planr.config.json` (all keys optional):
+
+```json
+{ "tasksDir": "tasks", "goalsDir": "plans", "goalSuffix": "-goal.md", "boardOut": ".planr/board.html" }
+```
+
+Legacy `staleHours` config keys are accepted and ignored.
+
+`--root <dir>` selects the planning root (default: walk up from cwd to the first directory containing `tasks/` or `planr.config.json`).
+
+## Task file
+
+Frontmatter (YAML subset: scalars, `[a, b]` inline lists, `- item` block lists; that is all planr parses):
+
+| Field | Required | Notes |
+|---|---|---|
+| `id` | yes | equals the file name without `.md` |
+| `title` | yes | |
+| `status` | yes | `open`, `in-progress`, `review`, `blocked`, `decision`, `done`, `dropped` |
+| `track` | yes | free text |
+| `depends` | no | list of task IDs |
+| `owner` | for `in-progress`, unless a goal covers it | stream or thread; see below |
+| `refs` | no | passed through untouched |
+
+Missing owner on an `in-progress` task is a warning (error with `--strict`) only when no `running` or
+`approved` goal with a `stream` has the task in its scope (see `stream` below).
+`review` tasks wait for a person's or delegated agent's check and need no owner.
+
+Body sections are free Markdown and never parsed.
+
+## Derived rules (only in `skills/planr/scripts/lib/graph.mjs`)
+
+- `satisfied(d)`: status is `review` or `done`.
+  `review` means built and tested; a person's or delegated agent's check never blocks further building.
+  **`dropped` does not satisfy a dependency.**
+  A task depending on a dropped task gets a warning: remove the edge.
+- `openDeps(t)`: IDs in `t.depends` that are not satisfied.
+- `ready(t)`: `t.status == "open"` and `openDeps(t)` is empty.
+- `waitingOn(t)`: IDs of tasks with status not in {done, dropped} whose `depends` contains `t.id`.
+- `stream(t)`: `t.owner` if set, else the `stream` of the first goal (by name) with state `running` or `approved` whose scope contains `t.id`, else `null`.
+- `unlocks(t)`: number of tasks with status `open` whose only open dependency is `t` (they become ready when `t` is satisfied). Defined for every task; 0 for review/done/dropped.
+- Cycles: any dependency cycle is an error listing the cycle path.
+
+## Derived data (in memory, never committed)
+
+planr does not write an index file. Every command parses the task and goal files and derives the data below in memory. Planning repos must not commit derived files; during a migration a constant placeholder `tasks/index.json` may exist and is ignored by planr.
+
+`planr list/next --json` return task objects of this shape:
+
+```json
+{ "id": "AUTH-03", "title": "…", "status": "in-progress", "track": "release",
+  "depends": ["AUTH-02"], "owner": null, "refs": ["…"], "file": "tasks/AUTH-03.md",
+  "ready": false, "openDeps": [], "waitingOn": ["MAIL-02", "…"], "unlocks": 1, "stream": "S2" }
+```
+
+Goal objects: `{ name, file, title, state, stream, budget, thread, scope, done, total, ready, waiting }`.
+
+Warnings include: in-progress task without derived stream; task in the scope of two `running` goals; dependency on a dropped task; legacy goal without frontmatter; history problems (shallow clone, unreadable snapshot).
+
+## Goal file
+
+```markdown
+---
+title: Offline sync (S1)
+state: approved          # draft | approved | running | done | review
+stream: S1
+budget: 4h               # free text, read by humans and the skill
+thread: thr_abc123       # set when a coordinator starts it
+scope: [SYNC-01, SYNC-02, SYNC-04]
+---
+Free Markdown: context, rules, out of scope.
+```
+
+- States: `draft` (proposal), `approved` (a person or their delegate approved it, no coordinator running),
+  `running` (a coordinator works on it; `thread` set),
+  `review` (over budget or waiting for a person's check), `done`.
+- Agents create goals as `draft`.
+- Set a goal to `approved`, or a `review` task to `done` as checked, only on a person's instruction
+  in the current conversation or their standing delegation.
+- Require the person to grant the delegation in conversation, naming the delegate, scope and expiry.
+  Only a person may grant, widen or extend it; never yourself or another agent.
+  Record the person, delegate, grant date, scope and expiry in project decisions or the goal body.
+  Act without asking as the named delegate, within scope and before expiry; otherwise or if unsure, ask.
+  Never approve or mark checked on your own authority or because another agent asked.
+- For a direct instruction, say in the commit message that the person asked.
+  For delegation, commit: "approved under <person>'s delegation of <date>: <scope>".
+  The bb board is an optional way to do the same.
+  Tasks with nothing for a person to look at may go straight to `done`.
+- The CLI does not enforce who sets states; the skill governs agents.
+  The bb plugin can enforce identity for board actions (see `bb-plugin/README.md`).
+- A goal file without frontmatter is listed with `state: "legacy"`, an empty scope and a warning. No text heuristics.
+- `goals[].ready`: scope ∩ ready tasks. `goals[].waiting`: scope tasks with status `decision` or `blocked`.
+
+## CLI (`skills/planr/scripts/planr.mjs`)
+
+Human-readable output by default, `--json` for agents (exact JSON shapes below). Exit 0 on success, 1 on validation errors, 2 on usage errors. Messages are one line each, prefixed `planr:`.
+
+| Command | Behavior | `--json` |
+|---|---|---|
+| `planr check [--strict]` | Parse and validate tasks and goals; writes nothing. Exit 1 on errors (and on warnings with `--strict`). `planr index` is a deprecated alias. | `{ "ok", "errors": [], "warnings": [] }` |
+| `planr list [--status a,b] [--track x] [--owner x] [--goal name] [--ready]` | Filtered task list, sorted like the board (blocked, decision, in-progress, review, open, done, dropped; then most `waitingOn`). | array of task objects |
+| `planr next --goal <name>` / `planr next --stream <S>` | Ready tasks in the goal's scope (or in the scopes of the stream's `approved`/`running` goals), most `unlocks` first, plus waiting tasks. Tasks whose `owner` names a different stream are excluded. | `{ "goal" or "stream", "ready": [tasks], "waiting": [tasks] }` |
+| `planr set <id> <status> [--owner <x>]` | Rewrite only the `status:` (and `owner:`) line in the task's frontmatter (temp file + rename), then validate. Writes nothing else. Rejects unknown status. | `{ "ok", "id", "from", "to" }` |
+| `planr goal <name> [<state>] [--thread <id>]` | Show a goal, or rewrite its `state:` / `thread:` frontmatter lines, then validate. | goal object |
+| `planr board [--out <file>] [--serve] [--port <n>]` | Render the board HTML. `--serve`: loopback-only server, re-renders when `tasks/`, the goals dir or `.git/HEAD` change, the page reloads itself. | — |
+| `planr init [--in-repo]` | Scaffold `tasks/README.md` (format), `planr.config.json`, a goal template, `.gitignore` entry for `.planr/board.html`, and a `pre-commit` hook that runs `planr check` (validation only; exits 0 if planr is missing). Never overwrites existing files. |  — |
+
+`planr` never runs `git commit`, `push` or `merge`. It reads git only for history (`lib/runs.mjs`).
+
+## Board data (input of `board/template.html`)
+
+`skills/planr/assets/board/template.html` contains `/*DATA*/null` and `/*FONT:<file>*/` placeholders. The renderer (`skills/planr/scripts/lib/board.mjs`) replaces them with function replacers (never string replacement), escapes `<` in the JSON as `<`, and inlines fonts from `skills/planr/assets/board/fonts/`.
+
+```ts
+type BoardData = {
+  project: string;               // planning root directory name
+  commit: string;                // "<short hash> · <ISO date>" of planning HEAD
+  dirty: boolean;                // working tree differs from HEAD for tasks/ or goals
+  generatedAt: string;           // ISO
+  tasks: Array<IndexTask & {
+    goal: string[];              // names of non-done goals whose scope contains the task
+    history: Array<{ run: number; from: string | null; to: string }>;
+    lastRun: number | null;
+  }>;
+  goals: IndexGoal[];            // derived in memory, order: running, approved, draft, review, legacy, done
+  runs: Array<{ commit: string | null; date: string; subject: string;
+                counts: Record<string, number>; total: number; initial: boolean;
+                changes: Array<{ id: string; from: string | null; to: string }> }>;
+  warnings: string[];
+};
+```
+
+Runs: one per first-parent commit (oldest first) that adds or removes a task file or changes its `status`.
+They are reconstructed from task file history; body-only edits are not runs.
+Plus a final `commit: null` run when the working tree's task statuses differ from HEAD.
+A synthetic sample is in `fixtures/board-data.json`.

package/docs/plugins/bb.md

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+# bb
+
+The bb plugin puts the board beside your threads. Tell the agent in a thread when you approve
+a goal or have checked the work. The board's Approve, Close & Mark checked buttons are optional.
+
+## What you need
+
+- bb 0.45 or newer
+- A checkout of the whole planr repository to build the plugin
+- A planning repository on a host enrolled in bb
+- The planr plugin for your thread's agent, [Claude Code](claude-code.md) or [Codex](codex.md)
+
+## Install
+
+Build the plugin from the whole planr repository, since it bundles `../skills/planr`.
+The [plugin README](../../bb-plugin/README.md) has the build steps. Then install it from its
+local path.
+
+```sh
+bb plugin install /path/to/planr/bb-plugin
+```
+
+Choose an enrolled host & planning folder for each bb project.
+
+## Call the skill
+
+In a bb thread, use `/planr:planr` for Claude Code or `$planr:planr` for Codex.
+You can also ask in plain words & name planr.
+
+## First prompt
+
+```text
+Use planr to show what's ready & what's waiting on me.
+```
+
+## Approve & check
+
+Tell the agent in a thread, for example `Approve goal mobile-app.` or
+`MOB-04 looks good, mark it checked.` The agent acts only on your instruction in the current
+conversation, never on its own initiative or because another agent asks. Its commit message
+records that you asked.
+
+The optional board buttons approve a draft goal, close a reviewed goal or mark a reviewed task
+as checked. They commit the change to the planning repository & push when a remote is
+configured. With no remote, they create a local commit only.
+
+The plugin also provides read-only `bb planr next`, `bb planr check` & `bb planr board` commands.
+See the [plugin overview](../../bb-plugin/PLUGIN_OVERVIEW.md) for how it works &
+[approval identity](../../bb-plugin/README.md#approval-identity) for access behavior.

package/docs/plugins/claude-code.md

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+# Claude Code
+
+The plugin adds the planr skill to Claude Code. Your agent reads the plan, proposes tasks
+& draft goals, updates task status & works one approved goal through your orchestrator.
+
+## What you need
+
+- Claude Code
+- Node.js 20 or newer & Git
+- A planning repository. Follow the [quickstart](../quickstart.md) or ask your agent to use
+  the [setup guide](../setup.md).
+
+## Install
+
+Run these commands in Claude Code.
+
+```text
+/plugin marketplace add instructa/planr
+/plugin install planr@planr
+```
+
+Or run them in your shell.
+
+```sh
+claude plugin marketplace add instructa/planr
+claude plugin install planr@planr
+```
+
+The marketplace pins the planr npm version. Restart the session after installing.
+
+## Call the skill
+
+Start a prompt with `/planr:planr`. Claude Code also uses the skill when a request matches its
+description, but naming it is more reliable.
+
+## First prompt
+
+```text
+/planr:planr Show what's ready & what's waiting on me.
+```
+
+The skill reads readiness from the CLI & never guesses it from task descriptions.
+Ask your agent to draft a goal.
+
+```text
+/planr:planr Plan a mobile budgeting app. Add tasks, dependencies & a draft goal.
+```
+
+Read the draft goal, then tell your agent to approve it & start the work.
+
+```text
+/planr:planr Approve goal mobile-app.
+```
+
+```text
+/planr:planr Work on goal mobile-app with our orchestrator.
+```
+
+See [concepts](../concepts.md#work-one-goal) for the steps an agent follows.
+
+## Approve & check
+
+Tell your agent when you approve a goal or have checked the work. It approves goals & marks work
+checked only on your instruction in the current conversation, never on its own initiative or
+because another agent asks. Its commit message records that you asked.
+
+```text
+/planr:planr MOB-04 looks good, mark it checked.
+```
+
+The [bb board](bb.md) also has optional Approve & Mark checked buttons.
+The [CLI](../cli.md) documents the commands your agent can use.
+
+## Keep planning
+
+Add tasks to a goal, or plan the next one. New goals start as drafts.
+
+```text
+/planr:planr Add Face ID sign-in to goal mobile-app. It depends on MOB-02.
+```
+
+```text
+/planr:planr Plan shared budgets for households as the next goal.
+```

package/docs/plugins/codex.md

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+# Codex
+
+The plugin adds the planr skill to Codex. Your agent reads the plan, proposes tasks
+& draft goals, updates task status & works one approved goal through your orchestrator.
+
+## What you need
+
+- Codex
+- Node.js 20 or newer & Git
+- A planning repository. Follow the [quickstart](../quickstart.md) or ask your agent to use
+  the [setup guide](../setup.md).
+
+## Install
+
+Run these commands in your shell.
+
+```sh
+codex plugin marketplace add instructa/planr
+codex plugin add planr@planr
+```
+
+The marketplace pins the planr npm version. Restart the session after installing.
+
+## Call the skill
+
+Start a prompt with `$planr:planr`. Codex also uses the skill when a request matches its
+description, but naming it is more reliable.
+
+## First prompt
+
+```text
+$planr:planr Show what's ready & what's waiting on me.
+```
+
+The skill reads readiness from the CLI & never guesses it from task descriptions.
+Ask your agent to draft a goal.
+
+```text
+$planr:planr Plan a mobile budgeting app. Add tasks, dependencies & a draft goal.
+```
+
+Read the draft goal, then tell your agent to approve it & start the work.
+
+```text
+$planr:planr Approve goal mobile-app.
+```
+
+```text
+$planr:planr Work on goal mobile-app with our orchestrator.
+```
+
+See [concepts](../concepts.md#work-one-goal) for the steps an agent follows.
+
+## Approve & check
+
+Tell your agent when you approve a goal or have checked the work. It approves goals & marks work
+checked only on your instruction in the current conversation, never on its own initiative or
+because another agent asks. Its commit message records that you asked.
+
+```text
+$planr:planr MOB-04 looks good, mark it checked.
+```
+
+The [bb board](bb.md) also has optional Approve & Mark checked buttons.
+The [CLI](../cli.md) documents the commands your agent can use.
+
+## Keep planning
+
+Add tasks to a goal, or plan the next one. New goals start as drafts.
+
+```text
+$planr:planr Add Face ID sign-in to goal mobile-app. It depends on MOB-02.
+```
+
+```text
+$planr:planr Plan shared budgets for households as the next goal.
+```

package/docs/quickstart.md

@@ -0,0 +1,307 @@
+# Quickstart
+
+Set up planr for one project, then plan your first goal. You need Node.js 20 or newer, Git &
+a coding agent.
+
+Choose your agent, who sets it up & where the plan lives. On planr.so, only the steps for
+your choices appear. On GitHub, all steps are listed.
+
+<!-- show: setup=agent -->
+## Let your agent set it up
+
+Paste the prompt below into your agent. It checks Node.js & Git, creates the plan, installs
+planr & offers to draft a goal. It asks before changing your project's instructions.
+Restart the agent session after setup to load the plugin.
+The agent follows the [setup guide](setup.md).
+
+<!-- show: where=own -->
+### Plan in its own repository
+
+```text
+Set up planr for this project with the plan in its own repository. Follow https://planr.so/docs/setup.md
+```
+
+<!-- show: where=in-repo -->
+### Plan inside your code repository
+
+```text
+Set up planr for this project with the plan inside this repository. Follow https://planr.so/docs/setup.md
+```
+
+<!-- show: setup=you -->
+## Set it up yourself
+
+### 1. Create the plan
+
+`init` creates task instructions in `tasks/README.md`, an example draft goal & `planr.config.json`.
+
+<!-- show: where=own -->
+#### In its own repository
+
+Keep the plan beside your project, for example `budget-planning/` next to `budget-app/`.
+This is the recommended setup & lets the plan stay private.
+
+```sh
+mkdir budget-planning
+cd budget-planning
+git init
+npx planr init
+```
+
+<!-- show: where=in-repo -->
+#### Inside your code repository
+
+Run this from the root of your code repository. Tasks & goals go in `.planr/`.
+
+```sh
+npx planr init --in-repo
+```
+
+### 2. Install the plugin
+
+Install planr for your agent, then restart the session to load it.
+
+<!-- show: agent=claude-code -->
+#### Claude Code
+
+Run these commands in Claude Code.
+
+```text
+/plugin marketplace add instructa/planr
+/plugin install planr@planr
+```
+
+<!-- show: agent=codex -->
+#### Codex
+
+Run these commands in your shell.
+
+```sh
+codex plugin marketplace add instructa/planr
+codex plugin add planr@planr
+```
+
+<!-- show: agent=bb -->
+#### bb
+
+A bb thread runs Claude Code or Codex. Install the planr plugin for the agent your threads use
+([Claude Code](plugins/claude-code.md), [Codex](plugins/codex.md)), then add the
+[bb plugin](plugins/bb.md) for the board beside your threads.
+
+<!-- show: agent=other -->
+#### Other agents
+
+Run this from your project folder in your shell.
+
+```sh
+npx skills add instructa/planr
+```
+
+This installs the planr skill for agents in this project. Add `-g` for all projects.
+
+### 3. Tell your agent where the plan lives
+
+In your project's instructions (`AGENTS.md`, `CLAUDE.md` or the file your agent reads), name
+the planning location, who approves goals & which orchestrator builds the product.
+Agents need access to both the plan & the code. With `--in-repo`, the plan lives in `.planr/`.
+
+```markdown
+## Planning
+The plan lives in ../budget-planning (planr). Agents read & update it; people approve goals
+& check finished work. Build through this project's orchestrator.
+```
+
+## Plan your first goal
+
+Ask your agent for a plan. It writes a file for each task, adds dependencies & proposes a draft
+goal. Tell your agent when you approve the goal or have checked the work. Your orchestrator
+handles the build. The prompts use the sample goal `mobile-app`; use your own goal's name.
+
+<!-- show: agent=claude-code -->
+### Prompts in Claude Code
+
+```text
+/planr:planr Plan a mobile budgeting app. Add tasks, dependencies & a draft goal.
+```
+
+Read the draft goal, then tell your agent to approve it.
+
+```text
+/planr:planr Approve goal mobile-app.
+```
+
+Ask your agent to start.
+
+```text
+/planr:planr Work on goal mobile-app with our orchestrator.
+```
+
+Ask what is ready & what needs you.
+
+```text
+/planr:planr Show what's ready & what's waiting on me.
+```
+
+Check the work, then ask your agent to mark it checked.
+
+```text
+/planr:planr MOB-04 looks good, mark it checked.
+```
+
+Add tasks to a goal, or plan the next one.
+
+```text
+/planr:planr Add Face ID sign-in to goal mobile-app. It depends on MOB-02.
+```
+
+```text
+/planr:planr Plan shared budgets for households as the next goal.
+```
+
+<!-- show: agent=codex -->
+### Prompts in Codex
+
+```text
+$planr:planr Plan a mobile budgeting app. Add tasks, dependencies & a draft goal.
+```
+
+Read the draft goal, then tell your agent to approve it.
+
+```text
+$planr:planr Approve goal mobile-app.
+```
+
+Ask your agent to start.
+
+```text
+$planr:planr Work on goal mobile-app with our orchestrator.
+```
+
+Ask what is ready & what needs you.
+
+```text
+$planr:planr Show what's ready & what's waiting on me.
+```
+
+Check the work, then ask your agent to mark it checked.
+
+```text
+$planr:planr MOB-04 looks good, mark it checked.
+```
+
+Add tasks to a goal, or plan the next one.
+
+```text
+$planr:planr Add Face ID sign-in to goal mobile-app. It depends on MOB-02.
+```
+
+```text
+$planr:planr Plan shared budgets for households as the next goal.
+```
+
+<!-- show: agent=bb -->
+### Prompts in bb
+
+In a bb thread, use `/planr:planr` for Claude Code or `$planr:planr` for Codex.
+You can also ask in plain words.
+
+```text
+Use planr to plan a mobile budgeting app. Add tasks, dependencies & a draft goal.
+```
+
+Read the draft goal, then tell your agent to approve it.
+
+```text
+Approve goal mobile-app in planr.
+```
+
+Ask your agent to start.
+
+```text
+Use planr to work on goal mobile-app with our orchestrator.
+```
+
+Ask what is ready & what needs you.
+
+```text
+Use planr to show what's ready & what's waiting on me.
+```
+
+Check the work, then ask your agent to mark it checked.
+
+```text
+MOB-04 looks good, mark it checked in planr.
+```
+
+Add tasks to a goal, or plan the next one.
+
+```text
+Use planr to add Face ID sign-in to goal mobile-app. It depends on MOB-02.
+```
+
+```text
+Use planr to plan shared budgets for households as the next goal.
+```
+
+<!-- show: agent=other -->
+### Prompts in other agents
+
+Ask in plain words, or use your agent's skill command, often `/planr` or `$planr`.
+
+```text
+Use planr to plan a mobile budgeting app. Add tasks, dependencies & a draft goal.
+```
+
+Read the draft goal, then tell your agent to approve it.
+
+```text
+Approve goal mobile-app in planr.
+```
+
+Ask your agent to start.
+
+```text
+Use planr to work on goal mobile-app with our orchestrator.
+```
+
+Ask what is ready & what needs you.
+
+```text
+Use planr to show what's ready & what's waiting on me.
+```
+
+Check the work, then ask your agent to mark it checked.
+
+```text
+MOB-04 looks good, mark it checked in planr.
+```
+
+Add tasks to a goal, or plan the next one.
+
+```text
+Use planr to add Face ID sign-in to goal mobile-app. It depends on MOB-02.
+```
+
+```text
+Use planr to plan shared budgets for households as the next goal.
+```
+
+### Approve & check
+
+Your agent approves a goal or marks work checked only on your instruction in the current
+conversation. It must never do either on its own initiative or because another agent asks.
+Its commit message records that you asked. Built & tested tasks wait in `review` until you check them.
+
+The [bb board](plugins/bb.md) also has optional Approve & Mark checked buttons. Your agent can use
+`npx planr goal mobile-app approved` & `npx planr set MOB-04 done` in the planning folder.
+
+## Open the board
+
+Run this in the planning folder, or in the repository root for `--in-repo`.
+
+```sh
+npx planr board --serve
+```
+
+Open <http://127.0.0.1:4173>. The board is read-only & reloads when the plan changes.
+See [the board](board.md) for its views, or [concepts](concepts.md) for tasks, goals & approvers.