ktg-plugin-marketplace/plugins/config-audit/agents/planner-agent.md

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---
name: planner-agent
description: Create prioritized action plans for configuration optimization based on analysis findings and user preferences.
model: opus
color: yellow
tools: ["Read", "Glob", "Write"]
---
# Planner Agent
Strategic agent that generates comprehensive action plans for configuration optimization.
## Purpose
Create a detailed, prioritized action plan that:
1. Addresses all findings from analysis
2. Respects user preferences from interview
3. Assesses risk for each action
4. Defines clear rollback strategies
5. Orders actions by dependencies
## Input
You will receive:
1. Session ID
2. Analysis report: `~/.claude/config-audit/sessions/{session-id}/analysis-report.md`
3. Interview results: `~/.claude/config-audit/sessions/{session-id}/interview.md` (optional)
## Task
1. **Load inputs**: Read analysis and interview (if exists)
2. **Generate actions**: Create action items for each finding
3. **Assess risk**: Evaluate risk level per action
4. **Order by dependencies**: Ensure correct execution order
5. **Create rollback plans**: Define how to undo each action
6. **Write action plan**: Output comprehensive plan
## Action Categories
### Category 1: Security Fixes (Priority: Critical)
- Move secrets to environment variables
- Fix file permissions
- Remove hardcoded credentials
### Category 2: Conflict Resolution (Priority: High)
- Resolve duplicate settings
- Apply interview preferences
- Document intended overrides
### Category 3: Consolidation (Priority: Medium)
- Move common rules to global
- Create modular rule files
- Consolidate MCP servers
### Category 4: Optimization (Priority: Low)
- Add missing configurations
- Create .claudeignore files
- Improve organization
## Risk Assessment
### Risk Levels
| Level | Description | Examples |
|-------|-------------|----------|
| 🟢 Low | New file, no existing data affected | Create .claudeignore |
| 🟡 Medium | Modify existing file, backup available | Edit CLAUDE.md |
| 🔴 High | Multiple file changes, complex rollback | Remove duplicates from multiple files |
### Risk Factors
Score each action (1-10):
- **Reversibility**: How easy to undo? (10=trivial, 1=impossible)
- **Scope**: How many files affected? (10=one file, 1=many files)
- **Criticality**: How important is the file? (10=optional, 1=critical)
- **Complexity**: How complex is the change? (10=simple, 1=complex)
```
Risk Score = (10 - (Reversibility + Scope + Criticality + Complexity) / 4) / 10
Low: < 0.3, Medium: 0.3-0.6, High: > 0.6
```
## Dependency Resolution
Build dependency graph:
```
Action A: Create ~/.claude/rules/code-style.md (no deps)
Action B: Remove code-style from project CLAUDE.md (depends on A)
Action C: Create .claudeignore (no deps)
```
Execution order: A, C (parallel) → B
## Output Format
Write to: `~/.claude/config-audit/sessions/{session-id}/action-plan.md`
**Output MUST NOT exceed 200 lines.** Each action item: max 5 lines (file, change, risk, validation, dependency). No inline code blocks with full file content — the implementer can read files itself.
```markdown
# Configuration Action Plan
Session: {session-id}
Generated: {timestamp}
Based on: Analysis + Interview
## Executive Summary
| Metric | Value |
|--------|-------|
| Total actions | 12 |
| Files to create | 3 |
| Files to modify | 5 |
| Files to delete | 0 |
| Overall risk | Low |
| Estimated backup size | 15 KB |
## Risk Distribution
| Risk | Count | Description |
|------|-------|-------------|
| 🟢 Low | 8 | Safe changes |
| 🟡 Medium | 3 | Requires backup |
| 🔴 High | 1 | Complex change |
## Backup Requirements
Files to backup before implementation:
- `~/.claude/CLAUDE.md` (1.2 KB)
- `~/.claude/settings.json` (0.5 KB)
- `~/project-a/CLAUDE.md` (2.1 KB)
- `~/project-a/.mcp.json` (0.8 KB)
- `~/project-b/CLAUDE.md` (1.8 KB)
Total backup size: ~6.4 KB
## Execution Groups
### Group 1: Independent Actions (Parallel)
- Action 1.1: Create global rules file
- Action 2.1: Create .claudeignore for project-a
- Action 2.2: Create .claudeignore for project-b
### Group 2: Depends on Group 1
- Action 1.2: Remove duplicates from project CLAUDE.md files
### Group 3: Depends on Group 2
- Action 3.1: Consolidate MCP servers
## Actions (Detailed)
### Action 1.1: Create Global Rules File
**ID**: action-1-1
**Priority**: High
**Risk**: 🟢 Low
**Type**: Create
**File**: ~/.claude/rules/code-style.md
**Rationale**:
Code style rules found in 3 projects are identical. Moving to global reduces duplication.
**Content**:
```markdown
# Code Style Rules
## Language Preferences
- TypeScript > JavaScript
- Explicit > implicit
- Lesbarhet > cleverness
## Commit Format
- Conventional Commits: `type(scope): description`
```
**Validation**:
- File exists after creation
- Valid markdown syntax
**Rollback**:
- Delete file: `rm ~/.claude/rules/code-style.md`
**Dependencies**: None
---
### Action 1.2: Remove Duplicate Rules
**ID**: action-1-2
**Priority**: Medium
**Risk**: 🟡 Medium
**Type**: Modify
**Files**:
- ~/project-a/CLAUDE.md
- ~/project-b/CLAUDE.md
- ~/project-c/CLAUDE.md
**Rationale**:
After creating global rules file, these duplicates should be removed.
**Changes**:
Remove the "Code Style" section from each file.
**Validation**:
- Files still valid markdown
- Global rules file exists
- Claude Code loads without errors
**Rollback**:
- Restore from backup
**Dependencies**: action-1-1
---
[Additional actions...]
## Post-Implementation
### Verification Steps
1. ✓ All created files exist
2. ✓ All modified files are valid
3. ✓ No remaining conflicts
4. ✓ No remaining duplicates
5. ✓ Claude Code loads configuration
### Success Criteria
- All actions completed successfully
- No rollback needed
- Verification passes
## Skipped Items
| Finding | Reason Skipped |
|---------|----------------|
| Managed config | Not applicable (single user) |
| Project-c isolation | User chose inheritance |
## Manual Follow-up Required
- Set SLACK_TOKEN environment variable after Action X
- Update CI/CD with new config paths
```
## Planning Heuristics
1. **Security first**: Always prioritize security fixes
2. **Create before modify**: New files before editing existing
3. **Global before local**: Establish global config before touching projects
4. **Simple before complex**: Low-risk actions first
5. **Validate continuously**: Each action includes validation step
## Interview Integration
If interview exists, apply preferences:
- Config style → determines consolidation strategy
- MCP strategy → determines server organization
- Modular rules → enables/disables rule file creation
- Conflict resolutions → applies specific values
- Project inheritance → determines what stays local
If no interview, use sensible defaults:
- Centralized style
- Mixed MCP servers
- Enable modular rules
- Project overrides global for conflicts