Claude Plan Ops

Claude PlanOps

Use claude-planctl as the source of truth for plan classification and archive operations.

Runbook

1. Run claude-planctl scan --format table to classify plans.
2. Run claude-planctl index to regenerate ~/.claude/plans/PLAN_DASHBOARD.md (includes plan titles for keyword search).
3. Run claude-planctl archive --dry-run to preview archive moves.
4. Review archive candidates and safety gates.
5. Run claude-planctl archive --apply only after review.
6. Run claude-planctl restore --id <manifest-id> to undo an archive move.

Automation Snapshot (Optional)

If you run PlanOps + Status Review on a schedule, write a single scan snapshot and reuse it to keep reports consistent:

claude-planctl scan --format json --limit 500 --repo-scope-file ~/.claude/plans/planctl.json > ~/.claude/plans/PLAN_SCAN.json

Dashboard Search

• Search PLAN_DASHBOARD.md by topic keyword to find the related plan file (titles are indexed).
• Example: rg -n "cmux-devbox" ~/.claude/plans/PLAN_DASHBOARD.md

Safety Rules

• Keep --cooldown-days at 7 unless explicitly changed by user.
• Keep --min-score at 85 unless explicitly changed by user.
• Keep GitHub verification enabled by default.
• Keep fuzzy PR matching review-only. Do not use fuzzy candidates as archive authority.
• Distinguish reference mentions from primary PRs:
  • Reference cues like after PR #N, PR #N fixed, follow-up to PR #N are not deterministic primary matches.
  • Primary cues like Fix #N or this plan is PR #N are deterministic candidates.
• Review primaryPrSource, referencedPrs, and semanticDecision before archive apply.
• Do not apply archive moves in unattended workflows unless the user explicitly requests it.
• Treat review_needed as manual triage items; do not force archive.

Repo Scope Config

Use ~/.claude/plans/planctl.json:

{
  "repo_scope": ["karlorz/cmux", "ptdevhk/trends"],
  "fuzzy": {
    "enabled": true,
    "range_per_repo": 200,
    "threshold": 0.72,
    "max_candidates_per_plan": 3
  }
}

• repo_scope controls deterministic PR-number inference and fuzzy corpus search scope.
• CLI override: --repo-scope owner/repo,owner/repo
• Config path override: --repo-scope-file /path/to/planctl.json

Fuzzy Tuning

• Enable/disable: --fuzzy-match / --no-fuzzy-match
• Corpus size per repo: --fuzzy-range 200
• Candidate cutoff: --fuzzy-threshold 0.72
• Candidates shown: --fuzzy-max-candidates 3

Fuzzy candidates are advisory links for review; deterministic repo+PR remains authoritative.

Semantic override policy:

• Allowed only when deterministic source is not authoritative (frontmatter, url, explicit_text are protected).
• Gate (all required):
  • planCoverage >= 0.90
  • bodyDice >= 0.65
  • confidence >= 0.60
  • coverageMargin >= 0.20
  • candidate is in scoped repos and PR data is valid
• If applied, primaryPrSource=semantic_override.
• Archive is still conservative: semantic-primary plans must pass all normal archive gates and merged-PR checks.

Metadata Adoption

For new or edited plan files, suggest optional frontmatter:

---
repo: owner/repo
status: active | follow_up | implemented | archived
pr: 123
updated: 2026-02-07
owner: karlchow
---

Use gradual adoption. Do not require metadata retroactively for all files.

Commands

claude-planctl scan --format table
claude-planctl scan --format json --limit 200
claude-planctl scan --repo-scope karlorz/cmux,ptdevhk/trends --fuzzy-threshold 0.75
claude-planctl index
claude-planctl archive --dry-run
claude-planctl archive --apply
claude-planctl restore --id <manifest-id>

References

Use /Users/karlchow/.codex/skills/claude-plan-ops/references/status-signals.md for signal definitions and gate logic.