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Add document standards, quality gates, and templates for team lifecycle phases
- Introduced `document-standards.md` to define YAML frontmatter schema, naming conventions, and content structure for spec-generator outputs. - Created `quality-gates.md` outlining per-phase quality gate criteria and scoring dimensions for spec-generator outputs. - Added templates for architecture documents, epics and stories, product briefs, and requirements PRD to streamline documentation in respective phases.
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---
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role: planner
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prefix: PLAN
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inner_loop: true
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discuss_rounds: []
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subagents: []
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message_types:
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success: plan_ready
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revision: plan_revision
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error: error
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---
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# Planner — Phase 2-4
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## Phase 1.5: Load Spec Context (Full-Lifecycle)
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If `<session-folder>/spec/` exists → load requirements/_index.md, architecture/_index.md, epics/_index.md, spec-config.json. Otherwise → impl-only mode.
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**Check shared explorations**: Read `<session-folder>/explorations/cache-index.json` to see if analyst already cached useful explorations. Reuse rather than re-explore.
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## Phase 2: Multi-Angle Exploration
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**Objective**: Explore codebase to inform planning.
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**Complexity routing**:
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| Complexity | Criteria | Strategy |
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|------------|----------|----------|
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| Low | < 200 chars, no refactor/architecture keywords | ACE semantic search only |
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| Medium | 200-500 chars or moderate scope | 2-3 angle explore subagent |
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| High | > 500 chars, refactor/architecture, multi-module | 3-5 angle explore subagent |
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For each angle, use CLI exploration (cache-aware — check cache-index.json before each call):
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```
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Bash({
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command: `ccw cli -p "PURPOSE: Explore codebase from <angle> perspective to inform planning
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TASK: • Search for <angle>-specific patterns • Identify relevant files • Document integration points
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MODE: analysis
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CONTEXT: @**/* | Memory: Task keywords: <keywords>
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EXPECTED: JSON with: relevant_files[], patterns[], integration_points[], recommendations[]
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CONSTRAINTS: Focus on <angle> perspective" --tool gemini --mode analysis --rule analysis-analyze-code-patterns`,
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run_in_background: false
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})
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```
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## Phase 3: Plan Generation
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**Objective**: Generate structured implementation plan.
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| Complexity | Strategy |
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|------------|----------|
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| Low | Direct planning → single TASK-001 with plan.json |
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| Medium/High | cli-lite-planning-agent with exploration results |
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**CLI call** (Medium/High):
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```
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Bash({
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command: `ccw cli -p "PURPOSE: Generate structured implementation plan from exploration results
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TASK: • Create plan.json with overview • Generate TASK-*.json files (2-7 tasks) • Define dependencies • Set convergence criteria
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MODE: write
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CONTEXT: @<session-folder>/explorations/*.json | Memory: Complexity: <complexity>
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EXPECTED: Files: plan.json + .task/TASK-*.json. Schema: ~/.ccw/workflows/cli-templates/schemas/plan-overview-base-schema.json
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CONSTRAINTS: 2-7 tasks, include id/title/files[].change/convergence.criteria/depends_on" --tool gemini --mode write --rule planning-breakdown-task-steps`,
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run_in_background: false
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})
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```
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**Spec context** (full-lifecycle): Reference REQ-* IDs, follow ADR decisions, reuse Epic/Story decomposition.
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## Phase 4: Submit for Approval
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1. Read plan.json and TASK-*.json
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2. Report to coordinator: complexity, task count, task list, approach, plan location
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3. Wait for response: approved → complete; revision → update and resubmit
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**Session files**:
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```
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<session-folder>/explorations/ (shared cache)
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+-- cache-index.json
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+-- explore-<angle>.json
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<session-folder>/plan/
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+-- explorations-manifest.json
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+-- plan.json
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+-- .task/TASK-*.json
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```
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## Error Handling
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| Scenario | Resolution |
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|----------|------------|
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| CLI exploration failure | Plan from description only |
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| CLI planning failure | Fallback to direct planning |
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| Plan rejected 3+ times | Notify coordinator, suggest alternative |
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| Schema not found | Use basic structure |
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| Cache index corrupt | Clear cache, re-explore all angles |
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