# Plan Intake > Turn any report (repo-deep-dive output, audit, skill-review, QA findings, design audit) into approved entries in a project's living-plan ledger. Use when the user says "intake this report", "add findings to the plan", "turn this audit into work items", "update the ledger from this report", "feed the deep-dive into the plan", or has a finished report and wants it tracked instead of rotting. Format-agnostic: adopts the target project's existing entry format. - Skill: `ivy00johns/plan-intake` (Agent Skill) - Install (CLI): `npx skillmds@latest add ivy00johns/plan-intake` - Raw SKILL.md: https://api.skillmd.com/api/skills/ivy00johns/plan-intake/raw - Safety review: pending - Works with: Claude Code, Claude.ai, OpenAI Codex - Category: Security - Author: ivy00johns (https://skillmd.com/u/ivy00johns) - Updated: 2026-09-22 - Page: https://skillmd.com/skills/ivy00johns/plan-intake --- # Plan Intake > **Purpose:** Reports become tracked work instead of rotting. Plan-intake is the bridge between a finished report and a project's living tactical ledger. ## When this skill applies Use this skill when: - A `repo-deep-dive`, audit, `skill-review`, QA findings doc, or any other report exists and its findings are not yet reflected in the project's ledger. - The user wants findings ingested as first-class tracked work items, not left as a one-off doc. - The project already has a living ledger (e.g. `docs/REMAINING-WORK.md`) with its own entry format and ID scheme. **This skill is not for creating a plan from scratch.** For that, use `plan-builder`. Plan-intake appends to an existing living plan — it never replaces or restructures the ledger's existing organization. ## What to do Translate a finished report into approved, consistently-formatted entries in the target project's tactical ledger. **Announce at start:** "Using plan-intake to turn the report into approved ledger entries." ## Inputs 1. **Report file** — a markdown document produced by `repo-deep-dive`, a design audit, `skill-review`, QA findings, or any other structured analysis. The user will @-mention or point to the file. 2. **Target ledger** — the project's living tactical ledger. Default: `docs/REMAINING-WORK.md`. The user may specify a different path. 3. **Strategic companion** — the project's high-level closure log or roadmap. Default: `BUILD-PLAN.md`. The user may specify a different file or indicate none exists. ## Workflow ### Step 1 — Read the ledger's own rules first Before touching any content, open the target ledger and read its header section. Most well-maintained ledgers document: - Entry format (fields, column order, required vs optional) - ID scheme (prefix conventions, numeric ranges, or slug patterns; IDs that are stable and never reused) - Status vocabulary (open, in-progress, done, deferred, etc.) - Priority and wave/phase labels - Area or category taxonomy Adopt that project's format exactly. Never impose this skill's own format onto the ledger. If the ledger has no documented format, infer the format from the existing entries and note the inference in your proposal. Example: The Hive's `REMAINING-WORK.md` "How this is organized" section defines Priority P0–P3, Wave A/B/C/— , Area, Source, Status, and Owner columns, plus a stable never-reused ID prefix scheme. A report from a Glass UI audit would get fresh IDs in the `G`-prefixed namespace (or whatever prefix the report source calls for), formatted to match every existing entry in that table. ### Step 2 — Extract findings from the report Read the full report and identify every distinct actionable finding. Each finding that could stand alone as a work item becomes one candidate entry. Non-actionable observations (summaries, background, rationale) are context only — do not convert them into entries. Criteria for a candidate entry: - It describes something that could be done or fixed. - It is scoped tightly enough to be assigned and tracked. - It is not already implied by a broader entry already in the ledger. ### Step 3 — Deduplicate against the existing ledger For each candidate entry, grep the ledger for existing entries covering the same subject, the same source link, or the same affected file or component. Flag likely duplicates — do not propose them as new entries. When in doubt, flag and let the human decide; do not silently drop candidates. ### Step 4 — Propose a review table Present all non-duplicate candidates as a table for human review before writing anything. The table serves **the approver**, not the ledger — so it carries two summary columns, not one: | Proposed ID | Priority | Wave/Phase | Area | Source | What it does / what you'd notice | Ledger summary (one line) | - **What it does / what you'd notice** — one jargon-free sentence stating the *observable change* if this row ships, written for someone who has not read the report. No insider shorthand, no bare symbol names, no ticket codes — not "off-replay `computeBuildingMesh` CGA split" but "building shapes are computed once and reused, so the map loads faster." This column is the approval gate's real content: if the approver can't tell what a row would change from this sentence alone, the row is not ready to propose. **Required for every row.** - **Ledger summary** — the terse, project-native one-liner that actually gets written on approval (Step 6). It may use the ledger's house shorthand; the plain-language column is what makes it reviewable. - Assign proposed IDs using the project's ID scheme. For a new report source, use a fresh never-reused prefix bundle (check existing IDs to avoid collisions). - If the ledger uses additional columns (Owner, Status, etc.), include them with appropriate defaults (e.g. Status: open, Owner: —). - Annotate any entry flagged as a possible duplicate with a note pointing to the existing entry. **Over-build pass (YAGNI).** Before presenting, run each candidate through one filter: *does this need to exist yet?* Don't file speculative or "might-want-later" directions at the same weight as concrete fixes. For each such candidate, either mark it **`[speculative]`** in the table (so the approver weighs it as a maybe, not a commitment) or route it to the project's deferred/parked backlog (e.g. `docs/FUTURE.md`) instead of the active ledger. A report proposing eleven items where two are cheap-and-certain and four overlap already-tracked work should reach the approver as *"2 to commit, 4 dups flagged, 5 speculative"* — not eleven equal rows. This is the `caveman`/`yagni-gate` lazy-senior-dev lens (adapted from the upstream ponytail project): reuse-or-defer beats build-because-listed. ### Step 5 — Gate: get explicit human approval Present the proposal table and **wait for explicit approval before writing anything.** This skill is fail-closed: no approval, no writes. The approver decides from the **What it does / what you'd notice** column — that plain-language sentence is what makes this gate real rather than a rubber-stamp. If any row's observable-change sentence is missing or still reads as shorthand, fix it *before* asking for approval: an approver who can only say "sure" or "no" to jargon is not actually gating. The human may: - Approve the full table as-is. - Approve a subset (strike individual rows). - Edit priorities, waves, or IDs before approving. - Reject and ask for a revised proposal. Do not proceed until approval is unambiguous. If the response is ambiguous, ask once for clarification. ### Step 6 — Write approved entries into the ledger On a feature branch (never directly on the default branch): 1. Insert each approved entry into the correct Area section of the ledger, maintaining the existing sort order within that section (typically by priority, then by ID). Write the **Ledger summary** (the project-native one-liner); the review table's plain-language column was an approval aid — fold its observable-change sentence into the entry's detail only if the ledger's format has room for it. The ledger's house format (Step 1) governs what gets written, not this skill's review table. 2. If the project uses a strategic companion (e.g. `BUILD-PLAN.md`), and any approved entry is P0 or P1 priority (or the project's equivalent of high-urgency), add a brief note in the companion's open-items or closure-log section referencing the new IDs. 3. Never modify documents marked frozen, archived, or read-only (e.g. a spec doc with a "Status: Frozen" header). If the report source is one of those docs, read it for findings but do not edit it. 4. Source links must be openable by anyone with the repo. If an entry's source report is audit-class (functional audit, skill-review, QA findings) and lives in a gitignored or machine-local location (e.g. a local `audit/` working tree), do not cite that path — republish the cited report into the project's committed audit-evidence projection first (e.g. `docs/audit-evidence/`, following its README's typed-header convention) and cite the in-repo path. ### Step 7 — Report what landed After writing, report back: - How many entries were proposed, how many approved, how many written. - The IDs of every entry written (list them explicitly so the human can verify). - The branch name and which files were modified. - Any candidates that were dropped as duplicates, with pointers to the existing entries they matched. ### Step 8 — Sweep completed items out of the open ledger Intake adds open work; the same pass should remove finished work, so the open ledger never bloats with `done` rows (the `living-plan` **completion sweep**). After writing the new entries, scan the open ledger for rows whose status is `done`: 1. If the project keeps a completed archive (`docs/COMPLETED-WORK.md` or the path its ledger header names), **move** each `done` row there, verbatim, in ID order — append-only, never summarized. Remove it from the open ledger. 2. If no archive exists yet but the open ledger has accumulated `done` rows, propose creating one (same fail-closed gate as intake — show the human the plan: "N done rows would move to `docs/COMPLETED-WORK.md`"). Don't invent an archive silently. 3. Confirm the strategic closure log (`BUILD-PLAN.md`) carries the wave/milestone one-liner for what shipped; add it if a wave closed and it's missing. This is pure relocation — reversible, git-tracked, no detail lost — so it doesn't need the per-row approval that *creating* entries does; just **report what moved** (how many rows, their IDs, source → destination). If the ledger explicitly documents a "leave done rows in place" convention, honor it and skip this step. ## Behavior rules - **Fail-closed.** No approval from the human, no writes to the ledger. This is non-negotiable. - **Approver-readable proposals.** Every proposed row carries a jargon-free "what you'd notice" sentence written for someone who has not read the report. The fail-closed gate is only real if the approver can tell what each row would change; shorthand-only rows are not ready to propose. - **Filter for over-build.** Run candidates through "does this need to exist yet?" before proposing. Flag speculative directions as `[speculative]` or route them to the parked backlog rather than filing them at the same weight as concrete, certain work. - **Format-agnostic.** This skill has no opinion about what a ledger entry should look like. It adopts the project's existing format exactly. Two different projects may produce completely different entry shapes; that is correct. - **Never touch frozen docs.** A report source marked frozen, archived, or read-only is read-only for findings extraction. Do not edit it. - **Cite in-repo evidence only.** A ledger source link that points into a gitignored or machine-local directory is not a citation — nobody else can open it, and the finding can't be re-checked against a later revision. For audit-class sources, republish the cited report into the project's audit-evidence projection (e.g. `docs/audit-evidence/`) and link that path instead (Step 6.4). - **Feature branch only.** All writes happen on a feature branch. Never write directly to the default branch (main/master). - **Infer, don't invent.** If the ledger has no documented format, infer from existing entries and state the inference explicitly in the proposal table. Do not silently impose a format. - **Conservative deduplication.** When unsure if a candidate duplicates an existing entry, flag it rather than silently dropping it. The human sees the flag and decides. - **One skill, one ledger.** Process one target ledger per invocation. If the user wants findings distributed across multiple ledgers, run the skill once per ledger. - **Sweep on the way out.** Keep the open ledger lean: relocate `done` rows to the completed archive as a final step (Step 8) so finished work never bloats the to-do list. Relocation preserves rows verbatim and is reversible, so it's reported, not gated — but creating a new archive *is* gated, like any other write. ## Relation to other skills ```text repo-deep-dive / skill-review / audit → plan-intake → ledger entries ↓ orchestrator consumes ``` - **`plan-builder`** creates a plan from scratch. `plan-intake` appends to an existing plan. Use plan-builder when there is no ledger yet; use plan-intake when the ledger already exists. - **`repo-deep-dive`** produces the reports that plan-intake most commonly consumes. - **`skill-review`** produces skill-quality findings that plan-intake can route into a skill-collection ledger. - **`work-item-brief`** produces detailed briefs for individual items; plan-intake creates the items in the ledger that work-item-brief would then expand.