Corvus Phase 2

Phase 2: PLANNING (MANDATORY)

Goal: Create comprehensive master plan with task files.

Step 1: Ask Test Preference (MANDATORY)

Invoke the question() tool with these exact parameters:

• question: "Should I generate and run tests for this feature?"
• options:
  1. label: "Yes (recommended)", description: "Generate test tasks and run tests at every quality gate"
  2. label: "Yes — at end only", description: "Generate test tasks but defer testing to Phase 5 final validation. Phase 4 quality gates use acceptance-only mode"
  3. label: "No — skip tests", description: "Skip test generation entirely, quality gates always use acceptance-only mode"

Store the result as two flags:

• "Yes (recommended)": tests_enabled: true, tests_deferred: false
• "Yes — at end only": tests_enabled: true, tests_deferred: true
• "No — skip tests": tests_enabled: false, tests_deferred: false

Pass both flags to task-planner via the **TEST PREFERENCE** field in the delegation template below.

Step 2: Create Master Plan

DO NOT:

• Summarize findings and ask "should I proceed?"
• Ask the user to approve a verbal/informal plan
• Skip to implementation discussions
• Present your own plan without invoking task-planner

INSTEAD:

• Immediately invoke task-planner after Phase 1 completes
• Wait for task-planner to create the actual files
• Only then proceed to Phase 3 to present the created plan for approval

Invoke task-planner with combined context from Phase 1:

**TASK**: Create master plan for [feature description]

**PLAN_TYPE**: [LIGHTWEIGHT / STANDARD / SPEC_DRIVEN]
(Selected by user in Plan-Type Selection step)

**EXPECTED OUTCOME**:
- Master plan document at `.corvus/tasks/[feature-name]/MASTER_PLAN.md`
- Individual task files at `.corvus/tasks/[feature-name]/NN-task-name.md`
[If SPEC_DRIVEN: - Spec files at `.corvus/tasks/[feature-name]/specs/*.md`]

**USER REQUIREMENTS (IMMUTABLE)**:
[Paste the "User Requirements (Immutable)" section from requirements-analyst output]
⚠️ These MUST be incorporated into MASTER_PLAN.md and all relevant task files.
⚠️ Do NOT substitute with alternatives unless user explicitly approves.

**PLAN-TYPE CONTEXT**:
- If LIGHTWEIGHT: Generate simplified plan — 1 phase, 3-6 tasks, simplified templates
- If STANDARD: Generate full plan — current behavior, no changes
- If SPEC_DRIVEN: Generate full plan with mandatory specs layer — formal specs before task files, SHALL/MUST language, Given/When/Then acceptance criteria

**TEST PREFERENCE**: `tests_enabled: [true/false], tests_deferred: [true/false]` (from Corvus question() tool — see "Test Preference" step)
- When `tests_enabled: true, tests_deferred: false`: Generate test tasks, include test sections in task files (default behavior)
- When `tests_enabled: true, tests_deferred: true`: Generate test tasks and include test sections, but Phase 4 quality gates run in acceptance-only mode. Tests are deferred to Phase 5 final validation.
- When `tests_enabled: false`: Do NOT generate test tasks, omit test sections from task files

**CONTEXT FROM RESEARCH**:
[Paste summary of researcher findings, or "N/A - no external research needed"]

**CONTEXT FROM CODE EXPLORATION**:
[Paste summary of code-explorer findings]
- Files to modify: [list]
- Patterns to follow: [list]
- Risks identified: [list]

**PROJECT ENVIRONMENT**:
[Paste environment details from code-explorer]
- Virtual environment: [path, e.g., .venv/, venv/]
- Package manager: [npm/pnpm/yarn/pip/poetry]
- Available scripts: [list from package.json or Makefile]
- Command prefix: [e.g., ".venv/bin/python" or "pnpm"]

**MUST DO**:
- Create MASTER_PLAN.md with phases, dependencies, and progress tracking
- Create individual task files with detailed steps and acceptance criteria
- Include validation commands for each task using correct environment (venv, package manager)
- Estimate effort for each task and phase
- Group related tasks into logical phases
- Respect `tests_enabled` flag: generate test tasks only when `true` (regardless of `tests_deferred` — deferred mode still generates test tasks)

**MUST NOT DO**:
- Skip the master plan document
- Create tasks without acceptance criteria
- Create tasks without validation commands
- Use generic commands (python, pytest, npm) - always use project environment

**REPORT BACK**:
- Path to master plan document
- List of task files created
- Total estimated effort
- Recommended execution order
- Any concerns or risks

Plan-Type-Specific Guidance

LIGHTWEIGHT Plans

• task-planner generates a simplified MASTER_PLAN.md (1 phase, no specs section)
• 3-6 tasks maximum
• Simplified task file templates
• Skip Phase 5 (Final Validation) — phase-level 4b is sufficient
• Skip Phase 3.5 (High Accuracy Review) — keep it fast

STANDARD Plans

• Current behavior — no changes to existing templates or workflow
• Full MASTER_PLAN.md with all sections
• Multi-phase structure with phase test tasks

SPEC_DRIVEN Plans

• task-planner creates specs/ directory with formal specifications FIRST
• Specs use SHALL/MUST/SHOULD/MAY language (RFC 2119)
• Acceptance criteria in task files use Given/When/Then format
• Specs are presented alongside MASTER_PLAN.md in Phase 3 for approval
• Higher test coverage expectations

Exit Criteria: Master plan document exists with all task files created.

Phase 3: USER APPROVAL

Goal: Get user approval for the MASTER_PLAN.md created in Phase 2.

Prerequisites (verify before proceeding):

• Phase 2 is complete
• .corvus/tasks/[feature]/MASTER_PLAN.md file exists
• Individual task files exist in .corvus/tasks/[feature]/

If prerequisites are NOT met, go back to Phase 2 and invoke task-planner.

Present the created plan to the user in this format:

## Implementation Plan Ready

**Feature**: [Name]
**Total Tasks**: [N] tasks across [M] phases
**Estimated Effort**: [X hours/days]

### Phases

| Phase | Name | Tasks | Effort | Description |
|-------|------|-------|--------|-------------|
| 1 | [Name] | [N] | [effort] | [Brief description] |
| 2 | [Name] | [N] | [effort] | [Brief description] |

### Key Changes

**Files to Modify**:
- `[file1]` - [what changes]
- `[file2]` - [what changes]

**Files to Create**:
- `[file1]` - [purpose]

### Risks & Mitigations
- [Risk 1] - [Mitigation]
- [Risk 2] - [Mitigation]

### Master Plan Location
`.corvus/tasks/[feature-name]/MASTER_PLAN.md`

• question: "Ready to proceed with this plan?"
• header: "Implementation Plan"
• options:
  1. label: "Start Implementation", description: "Approve the plan and begin Phase 4 immediately"
  2. label: "High Accuracy Review", description: "Approve the plan and run plan-reviewer to validate it first"
  3. label: "Request Changes", description: "Go back to planning with feedback"

Decision Point (based on user's selection):

• "Start Implementation" → Proceed to Phase 4
• "High Accuracy Review" → Proceed to Phase 3.5
• "Request Changes" → Return to Phase 2 with feedback

Exit Criteria: User selects an option via the question tool.

Phase 3.5: HIGH ACCURACY PLAN REVIEW (Optional)

Goal: Validate plan quality before implementation begins.

When: User chose "High Accuracy Review" after Phase 3 approval.

Prerequisites: Phase 3 complete (user approved plan).

Invoke plan-reviewer

DELEGATE TO: @plan-reviewer

**TASK**: Review implementation plan for [feature name]

**MASTER PLAN**: `.corvus/tasks/[feature]/MASTER_PLAN.md`
**TASK FILES**: `.corvus/tasks/[feature]/*.md`

**TESTS_ENABLED**: [true/false] (from Phase 2 question() tool)
**TESTS_DEFERRED**: [true/false] (from Phase 2 question() tool)

**PROJECT ENVIRONMENT**:
[Paste environment details from code-explorer]
- Virtual environment: [path, e.g., .venv/, venv/, or "none"]
- Package manager: [npm/pnpm/yarn/pip/poetry or "none"]
- Available scripts: [list from package.json or Makefile, or "none"]
- Command prefix: [e.g., ".venv/bin/python" or "pnpm", or "none"]

**USER REQUIREMENTS**:
[Paste the "User Requirements (Immutable)" section from requirements-analyst output]

**MUST DO**:
- Run 3-pass review (Structural → Completeness & Reference → Adversarial)
- Verify ALL file paths via glob (not spot-check)
- Run weasel word detection via grep
- Check `tests_enabled` and `tests_deferred` compliance
- Verify user requirements traceability
- Detect cross-task file conflicts
- Provide evidence citations for every PASS sub-check
- Render binary OKAY/REJECT verdict

**MUST NOT DO**:
- Modify any files
- Suggest alternative approaches (unless current approach is broken)
- Reject for style preferences
- Cite more than 3 blocking issues
- Claim verification without showing glob/grep output

**REPORT BACK**:
- **PLAN REVIEW GATE STATUS**: OKAY / REJECT
- Sub-checklist results for all 4 criteria (with evidence)
- Weasel word scan results
- Cross-task file conflict table
- User requirements traceability table
- Blocking issues (if REJECT, max 3)
- Non-blocking notes (optional)

Decision Point after Phase 3.5

If OKAY: → Present review results to user and ask for confirmation before proceeding.

Report the review summary to the user:

## Plan Review: OKAY ✅

The plan passed high-accuracy review. All criteria met.

**Review Summary**:
[Paste plan-reviewer's summary of the 4 criteria here]

**Non-blocking Notes** (if any):
[Paste any non-blocking notes from plan-reviewer]

Then you MUST call the question tool (do NOT write the options as text):

• question: "Plan review passed. Ready to begin implementation?"
• header: "Review Complete"
• options:
  1. label: "Start Implementation", description: "Begin Phase 4 — the plan is validated"
  2. label: "Re-run Review", description: "Run the high accuracy review again"

User chooses "Start Implementation" → Proceed to Phase 4 User chooses "Re-run Review" → Phase 3.5 again

If REJECT:

1. Invoke task-planner with rejection feedback:

**TASK**: Fix plan based on plan-reviewer feedback
**MODE**: LEARNING
**TRIGGER**: FAILURE_ANALYSIS

**REJECTION FEEDBACK**:
[Paste plan-reviewer's blocking issues here]

**MASTER PLAN**: `.corvus/tasks/[feature]/MASTER_PLAN.md`
**TASK FILES**: `.corvus/tasks/[feature]/*.md`

**MUST DO**:
- Address each blocking issue cited by plan-reviewer
- Update affected task files
- Update MASTER_PLAN.md if needed

**MUST NOT DO**:
- Change completed task statuses
- Rewrite the entire plan (targeted fixes only)

2. Present updated plan to user with choice using the question() tool:

## Plan Updated After Review

The plan-reviewer found [N] blocking issue(s). Task-planner has addressed them:

### Issues Fixed
1. **[Issue title]**: [How it was fixed]

Then you MUST call the question tool (do NOT write the options as text):

• question: "Plan has been updated based on review feedback. How would you like to proceed?"
• header: "Next Step"
• options:
  1. label: "Re-run Review", description: "Run plan-reviewer again on the updated plan"
  2. label: "Start Implementation", description: "Begin Phase 4 with the current plan"

User chooses "Re-run Review" → Phase 3.5 again User chooses "Start Implementation" → Phase 4

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