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commands/create-plan-doc.md
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511
commands/create-plan-doc.md
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# Implementation Plan
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You are tasked with creating detailed implementation plans through an interactive, iterative process. You should be skeptical, thorough, and work collaboratively with the user to produce high-quality technical specifications.
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When this command is invoked:
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1. **Check if arguments were provided**:
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- If the provided file paths, ticket references, or task descriptions, skip the default message below
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- Look for:
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- File paths (e.g., `working-notes/...`, `notes/...`)
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- @-mentions of files (e.g., `@working-notes/...`)
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- Ticket references (e.g., `ABC-1234`, `PROJ-567`)
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- Task descriptions or requirements text
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- Immediately read any provided files FULLY (without using limit/offset)
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- Begin the research process
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2. **If no arguments were provided**, first check for existing documents:
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a. **Find recent documents**:
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- Use Bash to find the 2 most recently edited documents: `ls -t working-notes/*.md 2>/dev/null | head -2`
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- Extract just the filenames (without path) for display
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- Calculate the relative path from current working directory for descriptions
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b. **Present options to the user**:
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- Use the AskUserQuestion tool to present documents as options
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- Question: "What would you like to create a plan for?"
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- Header: "Source"
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- Options: Show up to 2 most recent documents from working-notes/
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- Label: Filename only (e.g., `2025-01-15_research_auth-flow.md` or `2025-01-14_plan_feature-x.md`)
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- Description: Relative path from current working directory (e.g., `working-notes/2025-01-15_research_auth-flow.md`)
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- If 2+ docs found: Show 2 most recent
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- If 1 doc found: Show that single document
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- If 0 docs found: Skip this step and go directly to step c
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- The automatic "Other" option will handle users who want to describe a new task
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c. **Handle the user's selection**:
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**If a document was selected**:
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- Read the document FULLY (without limit/offset) into context
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- Respond with:
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```
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I'll create an implementation plan based on [filename].
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Let me read through the document to understand what we're building...
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```
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- After reading, extract key information:
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- The topic/feature being discussed
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- Key findings, discoveries, or decisions
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- Any constraints or requirements identified
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- Open questions or decisions needed
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- Skip to Step 1 (Context Gathering) using the document as primary context
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- When spawning research tasks in Step 1, reference the document's findings
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**If "Other" was selected (or no docs found)**:
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- Respond with:
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```
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I'll help you create a detailed implementation plan. Let me start by understanding what we're building.
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Please provide:
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1. The task/ticket description (or reference to a ticket file)
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2. Any relevant context, constraints, or specific requirements
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3. Links to related research or previous implementations
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I'll analyze this information and work with you to create a comprehensive plan.
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```
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- Wait for the user's input before proceeding
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If a Jira ticket number is given, use the `workflow-tools:jira-searcher` agent to get information about the ticket.
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## Process Steps
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### Step 1: Context Gathering & Initial Analysis
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1. **Read all mentioned files immediately and FULLY**:
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- Ticket files
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- Research documents
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- Related implementation plans
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- Any JSON/data files mentioned
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- **IMPORTANT**: Use the Read tool WITHOUT limit/offset parameters to read entire files
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- **CRITICAL**: DO NOT spawn sub-tasks before reading these files yourself in the main context
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- **NEVER** read files partially - if a file is mentioned, read it completely
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2. **Spawn initial research tasks to gather context**:
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Before asking the user any questions, use specialized agents to research in parallel:
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- Use the `workflow-tools:codebase-locator` agent to find all files related to the ticket/task
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- Use the `workflow-tools:codebase-analyzer` agent to understand how the current implementation works
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- If relevant, use the `workflow-tools:notes-locator` agent to find any existing notes documents about this feature
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These agents will:
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- Find relevant source files, configs, and tests
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- Trace data flow and key functions
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- Return detailed explanations with file:line references
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3. **Read all files identified by research tasks**:
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- After research tasks complete, read ALL files they identified as relevant
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- Read them FULLY into the main context
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- This ensures you have complete understanding before proceeding
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4. **Analyze and verify understanding**:
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- Cross-reference the ticket requirements with actual code
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- Identify any discrepancies or misunderstandings
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- Note assumptions that need verification
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- Determine true scope based on codebase reality
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5. **Present informed understanding and focused questions**:
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```
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Based on the ticket and my research of the codebase, I understand we need to [accurate summary].
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I've found that:
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- [Current implementation detail with file:line reference]
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- [Relevant pattern or constraint discovered]
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- [Potential complexity or edge case identified]
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Questions that my research couldn't answer:
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- [Specific technical question that requires human judgment]
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- [Business logic clarification]
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- [Design preference that affects implementation]
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```
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Only ask questions that you cannot answer through code investigation. Use the AskUserQuestion tool to ask the user questions.
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### Step 2: Research & Discovery
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After getting initial clarifications:
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1. **If the user corrects any misunderstanding**:
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- DO NOT just accept the correction
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- Spawn new research tasks to verify the correct information
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- Read the specific files/directories they mention
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- Only proceed once you've verified the facts yourself
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- Keep the research file (if there is one) up-to-date with any new findings and decisions
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2. **Create a research todo list** using TodoWrite to track exploration tasks
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3. **Spawn parallel sub-tasks for comprehensive research**:
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- Create multiple Task agents to research different aspects concurrently
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- Use the right agent for each type of research:
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**For deeper investigation:**
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- Use the `workflow-tools:codebase-locator` agent to find more specific files (e.g., "find all files that handle [specific component]")
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- Use the `workflow-tools:codebase-analyzer` agent to understand implementation details (e.g., "analyze how [system] works")
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- Use the `workflow-tools:codebase-pattern-finder` agent to find similar features we can model after
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**For historical context:**
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- Use the `workflow-tools:notes-locator` agent to find any research, plans, or decisions about this area
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- Use the `workflow-tools:notes-analyzer` agent to extract key insights from the most relevant documents
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Each agent knows how to:
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- Find the right files and code patterns
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- Identify conventions and patterns to follow
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- Look for integration points and dependencies
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- Return specific file:line references
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- Find tests and examples
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4. **Wait for ALL sub-tasks to complete** before proceeding
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5. **Present findings and design options**:
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```
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Based on my research, here's what I found:
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**Current State:**
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- [Key discovery about existing code]
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- [Pattern or convention to follow]
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**Design Options:**
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1. [Option A] - [pros/cons]
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2. [Option B] - [pros/cons]
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**Open Questions:**
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- [Technical uncertainty]
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- [Design decision needed]
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Which approach aligns best with your vision?
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```
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### Step 3: Plan Structure Development
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Once aligned on approach:
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1. **Create initial plan outline**:
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```
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Here's my proposed plan structure:
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## Overview
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[1-2 sentence summary]
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## Implementation Phases:
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1. [Phase name] - [what it accomplishes]
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2. [Phase name] - [what it accomplishes]
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3. [Phase name] - [what it accomplishes]
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Does this phasing make sense? Should I adjust the order or granularity?
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```
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2. **Share this plan outline with the user and get approval** before writing details
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### Step 4: Detailed Plan Writing
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After structure approval:
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1. Use the `workflow-tools:frontmatter-generator` agent to collect metadata. Wait for the agent to return metadata before proceeding.
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2. **Write the plan** to `working-notes/{YYYY-MM-DD}_plan_[descriptive-name].md`. Use `date '%Y-%m-%d'` for the timestamp in the filename
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3. **Use this template structure**:
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````markdown
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---
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date: [Current date and time with timezone in ISO format]
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git_commit: [Current commit hash]
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branch: [Current branch name]
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repository: [Repository name]
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topic: "[Feature/Task Name]"
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tags: [plans, relevant-component-names]
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status: complete
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last_updated: [Current date in YYYY-MM-DD format]
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---
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# [Feature/Task Name] Implementation Plan
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## Overview
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[Brief description of what we're implementing and why]
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## Current State Analysis
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[What exists now, what's missing, key constraints discovered]
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## Desired End State
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[A Specification of the desired end state after this plan is complete, and how to verify it]
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### Key Discoveries:
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- [Important finding with file:line reference]
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- [Pattern to follow]
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- [Constraint to work within]
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## What We're NOT Doing
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[Explicitly list out-of-scope items to prevent scope creep]
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## Implementation Approach
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[High-level strategy and reasoning]
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## Phase 1: [Descriptive Name]
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### Overview
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[What this phase accomplishes]
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### Changes Required:
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#### 1. [Component/File Group]
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**File**: `path/to/file.ext`
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**Changes**: [Summary of changes]
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```[language]
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// Specific code to add/modify
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```
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````
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### Success Criteria:
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#### Automated Verification:
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- [ ] Migration applies cleanly: `make migrate`
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- [ ] Unit tests pass: `make test-component`
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- [ ] Type checking passes: `npm run typecheck`
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- [ ] Linting passes: `make lint`
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- [ ] Integration tests pass: `make test-integration`
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#### Manual Verification:
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- [ ] Feature works as expected when tested via UI
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- [ ] Performance is acceptable under load
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- [ ] Edge case handling verified manually
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- [ ] No regressions in related features
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---
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## Phase 2: [Descriptive Name]
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[Similar structure with both automated and manual success criteria...]
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---
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## Testing Strategy
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### Unit Tests:
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- [What to test]
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- [Key edge cases]
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### Integration Tests:
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- [End-to-end scenarios]
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### Manual Testing Steps:
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1. [Specific step to verify feature]
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2. [Another verification step]
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3. [Edge case to test manually]
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## Performance Considerations
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[Any performance implications or optimizations needed]
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## Migration Notes
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[If applicable, how to handle existing data/systems]
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## References
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- Original ticket: Jira ticket [ABC-####]
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- Related research: `working-notes/[relevant].md`
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- Similar implementation: `[file:line]`
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```
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### Step 5: Automatic External Review (Internal Quality Check)
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1. **Check for external review environment variable:**
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- Use Bash to check if `CLAUDE_EXTERNAL_REVIEW_COMMAND` environment variable is set: `bash -c 'echo ${CLAUDE_EXTERNAL_REVIEW_COMMAND:-NOT_SET}'`
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- If the output is "NOT_SET", skip to step 2 (User Review)
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- If the output contains a command, proceed with internal review
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2. **If environment variable IS set - Execute internal quality review:**
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- Invoke the external review command with the comprehensive review prompt (from review-doc.md step 4) for the just-created plan document
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- **Critically analyze the feedback with a VERY skeptical lens**:
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- Dismiss theoretical concerns that don't apply to this specific plan
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- Ignore feedback that adds unnecessary complexity
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- Only identify feedback that reveals genuine gaps, errors, or missing critical considerations
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- **Silently address ONLY critical issues**:
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- Fix any technical errors or missing critical implementation details
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- Add only truly important missing considerations
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- Make minimal, focused updates - do NOT implement every suggestion
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- **Do NOT present the review to the user** - this is an internal quality check
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### Step 6: User Review
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1. **Present the draft plan location**:
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```
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I've created the initial implementation plan at:
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`working-notes/[filename].md`
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Please review it and let me know:
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- Are the phases properly scoped?
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- Are the success criteria specific enough?
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- Any technical details that need adjustment?
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- Missing edge cases or considerations?
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````
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2. **Iterate based on feedback** - be ready to:
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- Add missing phases
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- Adjust technical approach
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- Clarify success criteria (both automated and manual)
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- Add/remove scope items
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3. **Continue refining** until the user is satisfied
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## Important Guidelines
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1. **Be Skeptical**:
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- Question vague requirements
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- Identify potential issues early
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- Ask "why" and "what about"
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- Don't assume - verify with code
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2. **Be Interactive**:
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- Don't write the full plan in one shot
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- Get buy-in at each major step
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- Allow course corrections
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- Work collaboratively
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3. **Be Thorough**:
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- Read all context files COMPLETELY before planning
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- Research actual code patterns using parallel sub-tasks
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- Include specific file paths and line numbers
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- Write measurable success criteria with clear automated vs manual distinction
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- automated steps should use `make`/`yarn`/`just` whenever possible
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4. **Be Practical**:
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- Focus on incremental, testable changes
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- Consider migration and rollback
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- Think about edge cases
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- Include "what we're NOT doing"
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5. **Track Progress**:
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- Use TodoWrite to track planning tasks
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- Update todos as you complete research
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- Mark planning tasks complete when done
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6. **No Open Questions in Final Plan**:
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- If you encounter open questions during planning, STOP
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- Research or ask for clarification immediately
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- Do NOT write the plan with unresolved questions
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- The implementation plan must be complete and actionable
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- Every decision must be made before finalizing the plan
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## Success Criteria Guidelines
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**Always separate success criteria into two categories:**
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1. **Automated Verification** (can be run by execution agents):
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- Commands that can be run: `make test`, `npm run lint`, etc.
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- Specific files that should exist
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- Code compilation/type checking
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- Automated test suites
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2. **Manual Verification** (requires human testing):
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- UI/UX functionality
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- Performance under real conditions
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- Edge cases that are hard to automate
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- User acceptance criteria
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**Format example:**
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```markdown
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### Success Criteria:
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#### Automated Verification:
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- [ ] Database migration runs successfully: `make migrate`
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- [ ] All unit tests pass: `go test ./...`
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- [ ] No linting errors: `golangci-lint run`
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- [ ] API endpoint returns 200: `curl localhost:8080/api/new-endpoint`
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#### Manual Verification:
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- [ ] New feature appears correctly in the UI
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- [ ] Performance is acceptable with 1000+ items
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- [ ] Error messages are user-friendly
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- [ ] Feature works correctly on mobile devices
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````
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## Common Patterns
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### For Database Changes:
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- Start with schema/migration
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- Add store methods
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- Update business logic
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- Expose via API
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- Update clients
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### For New Features:
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- Research existing patterns first
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- Start with data model
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- Build backend logic
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- Add API endpoints
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- Implement UI last
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### For Refactoring:
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- Document current behavior
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- Plan incremental changes
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- Maintain backwards compatibility
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- Include migration strategy
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## Sub-task Spawning Best Practices
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When spawning research sub-tasks:
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1. **Spawn multiple tasks in parallel** for efficiency
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2. **Each task should be focused** on a specific area
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3. **Provide detailed instructions** including:
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- Exactly what to search for
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- Which directories to focus on
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- What information to extract
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- Expected output format
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4. **Be EXTREMELY specific about directories**:
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- Never use generic terms like "UI" when you mean "WUI"
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- Include the full path context in your prompts
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5. **Specify read-only tools** to use
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6. **Request specific file:line references** in responses
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7. **Wait for all tasks to complete** before synthesizing
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8. **Verify sub-task results**:
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- If a sub-task returns unexpected results, spawn follow-up tasks
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- Cross-check findings against the actual codebase
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- Don't accept results that seem incorrect
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Example of spawning multiple tasks:
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```python
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# Spawn these tasks concurrently:
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tasks = [
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Task("Research database schema", db_research_prompt),
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Task("Find API patterns", api_research_prompt),
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Task("Investigate UI components", ui_research_prompt),
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Task("Check test patterns", test_research_prompt)
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]
|
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```
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## Example Interaction Flow
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|
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```
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User: /create-plan
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Assistant: I'll help you create a detailed implementation plan...
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User: We need to add parent-child tracking for Claude sub-tasks. See Jira ABC-1234
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Assistant: Let me read that Jira work item completely using the Jira subagent first...
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Based on the work item I understand we need to track parent-child relationships for Claude sub-task events in the old daemon. Before I start planning, I have some questions...
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||||
[Interactive process continues...]
|
||||
```
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Reference in New Issue
Block a user