Plan

plan — implementation plan from a spec

Input: a finalized spec (.ai/specs/{date}-{slug}.md with zero unresolved open questions) or, for small changes, an explicit user description. Output: a plan at .ai/plans/{YYYY-MM-DD}-{slug}.md that /execute can follow mechanically.

Write the plan for the weakest plausible executor: an agent with no memory of this session. Every task must be executable from the plan text alone.

Announce at start: "Using the plan skill — turning the spec into an implementation plan."

Step 1: Check prerequisites

1. Read the spec. If any Open Question is unchecked → STOP and return to /spec-writing Step 7. Do not plan around an open question.
2. Read .ai/lessons.md and the module AGENTS.md for every module the spec touches.
3. Read the matching guides for the work in the plan (from the root AGENTS.md Task Router). At minimum:
   • migrations → .claude/rules/workflow-database-migration.md
   • services → .claude/rules/conventions-services.md
   • forms/UI → .claude/rules/conventions-forms.md + packages/form/AGENTS.md
   • database access → .claude/rules/database-patterns.md

Step 2: Decompose into tasks

• One task = one verifiable unit of work (a migration, a service function + its test, a route + form, a UI component). If a task can't be verified by a single command or a single browser check, split it.
• Default order: migration → pnpm run generate:types → models (zod) → service functions (+ unit tests) → routes/actions → UI → browser verification.
• For every UI task, name the precedent: the existing Carbon screen or component to copy from (file path). Do not design UI from concepts — grep packages/react/src/ and apps/erp/app/components/ first.
• Mark tasks that are independent of each other — /execute may run them as parallel subagents.

Step 3: Write each task

Every task uses exactly this shape:

## Task N: {imperative title}

**Depends on:** {task numbers, or "none"}
**Files:**
- Create: `{exact path}`
- Modify: `{exact path}` — {what changes}
- Copy from (precedent): `{exact path of the exemplar}`

**Steps:**
1. {exact instruction; include full SQL for migrations, function signatures for
   services, and the exemplar to copy for UI}
2. ...

**Verify:**
```bash
{exact command}
# Expected: {what the output must contain}
```

**Out of scope:** {things that look related but must NOT be touched}

Hard rules for task content:

• Migrations: create with pnpm db:migrate:new <name> (never hand-pick a timestamp; never 000000 as HHMMSS). SQL must use id('prefix') defaults, companyId + composite PK ("id", "companyId"), audit columns (createdBy/createdAt/updatedBy/updatedAt), RLS policies per .claude/rules/conventions-database.md, and be idempotent (IF NOT EXISTS / DROP ... IF EXISTS guards). Never backdate a timestamp older than the newest migration on main. The task after any migration is always pnpm run generate:types.
• Verification is scoped. Typecheck a package with pnpm exec turbo run typecheck --filter=<pkg> (e.g. --filter=erp, --filter=@carbon/react). Never plan a whole-repo pnpm typecheck — it OOMs. Tests: pnpm --filter <pkg> test.
• No placeholders. No "TBD", no "similar to Task 3", no "add appropriate logic". If you can't specify it, the spec is incomplete — go back.
• Escape hatches. Where a task rests on an assumption, add: "If {assumption} turns out false, STOP and report — do not improvise."

Red flags — if you catch yourself writing any of these, the task is under-specified; fix it before moving on:

• "similar to the previous task" / "as appropriate" / "etc."
• a Verify block with no expected output
• a UI task with no precedent file path
• a migration task without a generate:types follow-up

Step 4: Write the plan file

Save to .ai/plans/{YYYY-MM-DD}-{slug}.md (today's date, same slug as the spec):

# {Feature} — implementation plan

**Spec:** .ai/specs/{date}-{slug}.md
**Research:** .ai/research/{slug}.md
**Branch:** {branch name}

## Progress
- [ ] Task 1: {title}
- [ ] Task 2: {title}

## Dependencies
{`Task 2 needs Task 1 (types)`, `Tasks 4–5 independent`}

---
{tasks}

The Progress checklist is the live tracker — /execute checks items off in this file. Do not create a separate todo file.

Step 5: Self-check, then present

• Every task has exact paths, exact commands, expected output
• Every migration task follows the hard rules above and is followed by a generate:types step
• Every UI task names its precedent file
• No whole-repo typecheck anywhere in the plan
• Every acceptance criterion in the spec is covered by at least one task, and the final task is browser verification via /test for user-facing work

Present the plan path and a one-paragraph summary. Wait for approval, then hand off to /execute.