voyage/templates/plan-template.md
Kjell Tore Guttormsen 5fa956b974
docs(plan): Handover 4, the planner and the template follow the 1.9 fixes
Operator decisions 20 and 22.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-13 19:10:37 +02:00

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{Task Title}

Plan quality: {grade} ({score}/100) — {APPROVE | APPROVE_WITH_NOTES | REVISE | REPLAN}

Generated by trekplan v{version} on {YYYY-MM-DD} — plan_version: 1.9 · ceremony: {small | bounded | architectural}

Context

Why this change is needed. The problem or need it addresses, what prompted it, and the intended outcome. Reference the spec file if one was used.

Global Constraints

The brief's Constraints and Non-Functional Requirements that bind more than one step, quoted verbatim — exact values, never paraphrased. A step that could break one quotes it again in its Review focus:.

  • "{constraint, verbatim from the brief}" — brief § Constraints

Architecture Diagram

graph TD
    subgraph "Changes in this plan"
        %% C4-style component diagram showing what the plan touches
        %% Highlight modified components, new components, and connections
    end

Replace with actual Mermaid diagram showing the components this plan modifies, their relationships, and the data flow between them.

Codebase Analysis

  • Tech stack: {languages, frameworks, build tools}
  • Key patterns: {architecture patterns, conventions observed}
  • Relevant files: {paths to files that will be read or modified}
  • Reusable code: {existing functions, utilities, abstractions to leverage}
  • External tech (researched): {technologies that were looked up via research-scout}
  • Recent git activity: {relevant recent commits, active branches, code ownership}

Research Sources

Omit this section when no external research was conducted.

Technology Source Key Findings Confidence
{name} {URL} {summary} {high/med/low}

Implementation Plan

Each step targets 1–2 files and one focused change, and is a vertical slice: a narrow but complete path through every layer it touches, verifiable on its own. Preparatory refactoring comes first, as its own steps. Every step has Test first: (plan_version 1.8 or later requires it), and one step runs the thing end to end (End-to-end:). The test for a behaviour belongs in the step that builds it: a step of only tests for behaviour an earlier step delivered passes at its start point and can never be proven red (the validator warns: PLAN_STEP_TESTS_ONLY). So End-to-end: rides on the last step that builds behaviour, with its script in that step's Files:, not on a step of its own.

Optional per-step fields: Interface in: (what the step consumes, and which earlier step or existing code produces it), Interface out: (what it produces for later steps), Review focus: (inputs the brief implies but no test exercises yet, each pinned to a test; and any Global Constraint the step could break, quoted verbatim), and Regression: (ONE backticked command the criteria runner allows, no pipe and no && — usually npm test — that the executor runs green before the checkpoint, on a step that can break existing tests; Verify: stays the step's own red-first test). A field that is present is never empty. On failure: opens with revert, retry, skip or escalate, then the specifics.

From plan_version 1.9 the rule is the file first on every line: each Files: entry and each Test first: File: line opens with its backticked path(s), separated only by commas or spaces, and everything after the first other text is description that is never read. A 1.9 step always names a file (the bare word none or an empty Files: is refused). A line that is no list item continues the entry above it (a list wrapped after a comma keeps its paths), the File: line may open with 1. or 1) and any list item ends it, and a backticked placeholder (TBD, TODO, TBA, N/A, NA, none, ...) or a mixed-case bare name (Parser) is no path, so write ./Name for such a file. In Files:, every path stands before any annotation: `src/a.mjs`, `src/b.mjs` (new), never `src/a.mjs` (new), `src/b.mjs` (in 1.9 that second path is description). Several test files share one File: line the same way: File: `a.test.mjs`, `b.test.mjs` *(new)*.

Step 1: {description}

  • Files: path/to/file.ts
  • Changes: {exactly what to modify — no placeholders, no "update as needed"}
  • Reuses: {existing function/pattern from codebase, with file path}
  • Interface out: {name(args) → result} — read by Step 2
  • Review focus: {untested input the brief implies} — pinned by path/to/test.ts
  • Test first:
    • File: path/to/test.ts (existing | new)
    • Verifies: {what the test checks}
    • Pattern: path/to/existing-test.ts (follow this style)
  • Verify: {exact command} → expected: {output}
  • Regression: {npm test} → expected: exit 0 (optional)
  • On failure: {revert | retry | skip | escalate} — {specific instructions}
  • Checkpoint: git add {the step's Files and its test files} && git commit -m "{conventional commit message}"
  • Manifest:
    manifest:
      expected_paths:
        - path/to/file.ts
      min_file_count: 1
      commit_message_pattern: "^feat\\(scope\\):"
      bash_syntax_check: []
      forbidden_paths: []
      must_contain: []
    

Step 2: {description — the "run the thing" step}

  • Files: path/to/file.ts
  • Changes: {exactly what to modify}
  • Reuses: {existing function/pattern}
  • Interface in: {name(args) → result} from Step 1
  • Test first:
    • File: path/to/test.ts (existing | new)
    • Verifies: {what the test checks}
    • Pattern: path/to/existing-test.ts
  • End-to-end: {a command the criteria runner allows that runs the product the way a user does — the app, the CLI, the simulator; usually bash tests/e2e.sh} → expected: {what the user sees} (the same command also stands under ## Verification)
  • Verify: {exact command} → expected: {output}
  • On failure: {revert | retry | skip | escalate} — {specific instructions}
  • Checkpoint: git add {the step's Files and its test files} && git commit -m "{conventional commit message}"
  • Manifest:
    manifest:
      expected_paths:
        - path/to/file.ts
      min_file_count: 1
      commit_message_pattern: "^feat\\(scope\\):"
      bash_syntax_check: []
      forbidden_paths: []
      must_contain:
        - path: path/to/file.ts
          pattern: "expected content marker"
    

A project without tests still gets Test first: on every step: the first step adds the test runner (or a script under tests/) the later steps use. A plan without an End-to-end: step is invalid at plan_version 1.8 or later — without it the result can only be "not verified end to end", never green.

Manifest — objective completion predicate

Every step MUST have a Manifest block. This is the machine-checkable contract that trekexecute verifies after the Verify command passes. A step is not considered complete until its manifest verifies — regardless of Verify command exit code.

  • expected_paths — files that must exist after this step. Existing files must be present in repo; new files must be marked (new file) in prose.
  • min_file_count — minimum number of expected_paths that must exist. Typically equal to len(expected_paths).
  • commit_message_pattern — regex that MUST match the HEAD commit message after Checkpoint runs. Use escaped regex syntax (e.g., \\(scope\\)).
  • bash_syntax_check — list of .sh files that must pass bash -n. Auto-include any .sh in expected_paths.
  • forbidden_paths — files this step must NOT modify (defense-in-depth beyond Scope Fence).
  • must_contain — optional grep assertions: path + pattern pairs that must match in created/modified files.

Failure recovery rules

  • On failure: revert — undo this step's changes (git checkout -- {files}), do NOT proceed
  • On failure: retry — attempt once more with the alternative approach described, then revert if still failing
  • On failure: skip — this step is non-critical; continue to next step and note the skip
  • On failure: escalate — stop execution entirely; the issue requires human judgment
  • Checkpoint — after each step succeeds, commit changes so subsequent failures cannot corrupt completed work

Alternatives Considered

Approach Pros Cons Why rejected
{name} ... ... ...

Test Strategy

  • Framework: {test framework and runner}
  • Existing patterns: {how tests are structured in this codebase}
  • New tests in this plan: {N} tests across {N} steps

Tests to write

Type File Verifies Model test
Unit path/to/test {what it tests} path/to/existing-test

For projects without tests: describe manual verification approach instead.

Risks and Mitigations

Priority Risk Location Impact Mitigation
{Critical/High/Medium/Low} {description} file:line {what happens} {how to handle}

Assumptions

Things the planner could not verify from codebase or research. Each assumption is a risk — review before executing.

# Assumption Why unverifiable Impact if wrong
1 {what we assumed} {why we couldn't check} {what breaks}

If this list has 3+ items, the plan may need additional investigation before execution.

Verification

Per-step manifest verification runs automatically during execution (every step's Manifest block is objectively checked by trekexecute before the step is marked passed). This section is for end-to-end integration checks that cross step boundaries — complete workflows, system-level behavior.

  • {exact command} → expected: {exact output or behavior}
  • {exact command} → expected: {exact output or behavior}

Estimated Scope

  • Files to modify: {N}
  • Files to create: {N}
  • Complexity: {low | medium | high}

Execution Strategy

Include this section when the plan has more than 5 implementation steps. Omit for small plans (≤ 5 steps) — trekexecute will run them sequentially in a single session.

The execution strategy groups steps into sessions and organizes sessions into waves. Sessions in the same wave can run in parallel. Sessions in later waves depend on earlier waves completing first.

Session 1: {title}

  • Steps: {step numbers, e.g., 1, 2, 3}
  • Wave: {wave number}
  • Depends on: {session numbers, or "none"}
  • Scope fence:
    • Touch: {files this session may modify}
    • Never touch: {files reserved for other sessions}

Session 2: {title}

  • Steps: {step numbers}
  • Wave: {wave number}
  • Depends on: {session numbers, or "none"}
  • Scope fence:
    • Touch: {files}
    • Never touch: {files}

Execution Order

  • Wave 1: {session list} (parallel)
  • Wave 2: {session list} (after Wave 1)

Grouping rules applied

  • Steps sharing files → same session
  • Steps in independent modules → separate sessions (parallelizable)
  • 3–5 steps per session (target)
  • Sessions ordered by dependency, waves by independence

Plan Quality Score

Dimension Weight Score Notes
Structural integrity 0.15 {0–100} {step ordering, dependencies}
Step quality 0.20 {0–100} {granularity, specificity, TDD}
Coverage completeness 0.20 {0–100} {spec → steps, no gaps}
Specification quality 0.15 {0–100} {no placeholders, clear criteria}
Risk & pre-mortem 0.15 {0–100} {failure modes addressed}
Headless readiness 0.10 {0–100} {On failure + Checkpoint per step}
Manifest quality 0.05 {0–100} {all steps have valid, checkable manifests}
Weighted total 1.00 {score} Grade: {A/B/C/D}

Adversarial review:

  • Plan critic: {verdict — findings count by severity, key issues}
  • Scope guardian: {verdict — ALIGNED / CREEP / GAP / MIXED}

Revisions

Added by adversarial review. Omit if no revisions were needed.

# Finding Severity Resolution
1 {what was wrong} {blocker/major/minor} {how it was fixed}