Cawplan UX Tracking

CawPlan UX Tracking

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Background

Tickets have ux values NOT_REQUIRED, PENDING, and READY; only PENDING needs UX follow-up.

Use cawplan tickets search, not tickets poll, because poll does not return ux.

Every workflow passes --excluded_status_categories COMPLETE,CANCELED: UX can remain PENDING after a ticket closes. Use category filters, not product-line-specific status keys.

UX queries need the full window:

--start_date 2000-01-01 --end_date <today>

Pagination: increment page_num while page_num * page_size < total; use total as the completion signal.

Entry Routing

Workflow A — Version scope

1. Resolve product + version (same pattern as cawplan-plan-track steps 1-2):

   cawplan products list --search "<product name>"
   cawplan versions list <product_id>
   

   The supplied product must be an exact accessible-name match (case-insensitive after trimming whitespace), a unique short-form/token-prefix match, or a candidate the user explicitly confirms. If no unique match exists, show the candidates and ask which product they mean before listing versions or querying tickets; never use the closest product name.

2. Fetch:

   cawplan tickets search --version_ids <version_id> --ux PENDING --excluded_status_categories COMPLETE,CANCELED --start_date 2000-01-01 --end_date <today> --page_size 100 --page_num 1
   

   Page through fully (see Pagination above).

   For "all versions of this product" (per Entry Routing), drop --version_ids and use --product_ids <product_id> instead — everything else in this step is unchanged, and no priority filter is added just because there's no version.

Workflow B — Priority scope

1. If the user gave a product/version, resolve it the same way as Workflow A and add --product_ids/--version_ids. If they didn't, ask whether to scope to a product or search across everything they have access to — don't silently assume "everything."
2. Fetch:

   cawplan tickets search --priority CRITICAL,HIGH --ux PENDING --excluded_status_categories COMPLETE,CANCELED --start_date 2000-01-01 --end_date <today> --page_size 100 --page_num 1 [--product_ids <id>] [--version_ids <id>]
   

   Page through fully (see Pagination above), then sort CRITICAL → HIGH.

Workflow C — Team scope

1. Resolve the Team name to a product_line_id — same pattern as cawplan-product-report's Team workflow: cawplan product-lines list --page_size 100, match by name client-side. Require an exact name match (case-insensitive after trimming whitespace), a unique short-form/token-prefix match, or explicit user confirmation of a candidate. Ask to disambiguate on multiple matches; if no unique name match exists, list candidates and ask which Team the user means rather than guessing the closest one.
2. Fetch:

   cawplan tickets search --product_line_ids <product_line_id> --ux PENDING --excluded_status_categories COMPLETE,CANCELED --start_date 2000-01-01 --end_date <today> --page_size 100 --page_num 1
   

   Page through fully (see Pagination above), then sort CRITICAL → HIGH → MEDIUM → LOW.

Workflow D — Product UX completion

UX Team here means the product's configured members.designers roster, not a CawPlan product line. If the product is omitted, ask which product's UX members should be reported.

1. Resolve the product and complete the product-access gate used by Workflow A:

   cawplan products list --search "<product name or product_id>"
   

   Read the matched product's members.designers[] roster and collect its user_id values and display names. If it has no Designers, report that the product has no configured UX roster and stop. Membership is product-scoped; use this returned roster, not a workspace-wide keyword search. Default the date window to the current week only when the user does not provide one.
2. Fetch candidates that currently need or have completed UX. Exclude NOT_REQUIRED tickets with --ux PENDING,READY; NOT_REQUIRED is the default state and does not represent UX work. Do not add terminal-status exclusions: a Ticket may have been marked READY in the requested window and later edited, closed, or moved back to PENDING.

   cawplan tickets search --product_ids <product_id> --ux PENDING,READY --start_date 2000-01-01 --end_date <today> --updated_start_date <window_start> --updated_end_date <today> --page_size 100 --page_num 1
   

   Page through fully (see Pagination above). updated_at only produces candidates; it is not UX completion evidence.
3. For every candidate, fetch cawplan tickets history <product_id> <version_id> <ticket_id>. Keep only an UPDATED history entry whose changed_fields.ux changes to READY, whose created_at is inside the requested window, and whose history-entry user_id is in the product's members.designers roster. The field can be the string READY or an object with a new value; support both. Do not count a Ticket because its current ux is READY, because it is assigned to a Designer, or because a non-Designer changed its UX field.
4. Deduplicate by Ticket, retaining its latest in-window UX-Ready event. Group the retained Tickets by that history entry's actor (user_id / user_display_name): this actor is the product roster's Designer who completed the UX work. Never group, count, or infer the Designer from the Ticket's reporter or ordinary assignees.

Output

• One row per matching ticket: display ID, title, type, priority, product/version, assignee.
• Workflow B/C: sorted by priority descending, as above.
• State the search window and that terminal categories are excluded.
• If nothing matches, say so plainly — don't return an empty table with no comment.
• For Workflow D, show each configured Designer's UX-Ready ticket count and the Ticket list (display ID, title, product/version, UX-Ready timestamp). State the requested window, the product used for the UX roster, and that counts are based on history-verified ux → READY events.

References

• references/CAWPLAN_OPEN_API.md