Plan

Intent

Create a structured, executable plan that decomposes a goal into ordered steps with clear dependencies, verification criteria for each step, checkpoint placement for safety, and rollback strategies for recovery.

This capability is the GATEWAY to all actions. No mutating operation should proceed without a validated plan.

Success criteria:

• Goal is decomposed into atomic, verifiable steps
• Dependencies form a valid DAG (no cycles)
• Each mutating step has rollback strategy defined
• Checkpoints placed before high-risk operations
• Estimated risk level accurately reflects plan complexity

Compatible schemas:

• schemas/output_schema.yaml

Inputs

Procedure

1. Understand the goal: Parse and clarify the objective

   • Identify success criteria explicitly
   • Detect ambiguity and resolve or flag it
   • Determine scope boundaries

2. Analyze context: Gather relevant information

   • Read minimal files needed to understand current state
   • Identify existing patterns and conventions
   • Note constraints from environment or policy

3. Decompose into steps: Break goal into atomic operations

   • Each step should be independently verifiable
   • Prefer small, reversible changes
   • Order by logical dependencies
   • Use decompose capability patterns

4. Define dependencies: Map step relationships

   • Create DAG of step dependencies
   • Identify parallel-safe steps
   • Flag blocking dependencies

5. Add verification criteria: Specify how to check each step

   • Define concrete, testable conditions
   • Include expected outputs or state changes
   • Reference files or commands for verification

6. Place checkpoints: Identify recovery points

   • Before every mutating step (MANDATORY)
   • Before irreversible operations
   • At logical phase boundaries
   • More frequent for high-risk plans

7. Define rollback strategies: Plan recovery for each step

   • Specific commands or operations to undo
   • Order of rollback (reverse execution order)
   • Identify steps that cannot be rolled back

8. Assess risk: Evaluate overall plan risk

   • Count mutating operations
   • Consider blast radius of failures
   • Factor in rollback complexity

Output Contract

Return a structured object:

plan:
  id: string  # Unique plan identifier
  goal: string  # What this plan achieves
  steps:
    - id: string  # Step identifier (e.g., "step-1")
      action: string  # Type of action (edit, bash, git, etc.)
      target: string  # Resource being modified
      description: string  # Human-readable explanation
      dependencies: array[string]  # Step IDs this depends on
      verification_criteria: string  # How to verify success
      rollback_action: string | null  # How to undo (null if not reversible)
      estimated_risk: low | medium | high
  checkpoints:
    - after_step: string  # Step ID to checkpoint after
      type: git_stash | file_backup | state_snapshot
      reason: string  # Why checkpoint here
  estimated_risk: low | medium | high  # Overall plan risk
validation:
  preconditions: array[string]  # Must be true before execution
  postconditions: array[string]  # Must be true after execution
  invariants: array[string]  # Must remain true throughout
alternatives_considered: array[string]  # Other approaches evaluated
confidence: 0..1  # Confidence in plan correctness
evidence_anchors: ["file:line", "url"]
assumptions: []  # Explicit assumptions made

Field Definitions

Examples

Example 1: Bug Fix Plan

Input:

goal: "Fix null pointer exception in UserService.getEmail()"
context:
  file: "src/services/UserService.ts"
  error: "TypeError: Cannot read property 'email' of null"
  stack_trace: "UserService.ts:42"
constraints:
  must_pass_tests: true
  no_api_changes: true

Output:

plan:
  id: "fix-npe-userservice-001"
  goal: "Fix null pointer exception in UserService.getEmail()"
  steps:
    - id: "step-1"
      action: "edit"
      target: "src/services/UserService.ts"
      description: "Add null check before accessing user.email at line 42"
      dependencies: []
      verification_criteria: "File contains null check pattern 'if (user != null)' or 'user?.email'"
      rollback_action: "git checkout src/services/UserService.ts"
      estimated_risk: low
    - id: "step-2"
      action: "bash"
      target: "npm test -- --grep UserService"
      description: "Run UserService unit tests"
      dependencies: ["step-1"]
      verification_criteria: "Exit code 0, all tests pass"
      rollback_action: null
      estimated_risk: low
    - id: "step-3"
      action: "bash"
      target: "npm run lint src/services/UserService.ts"
      description: "Verify code style compliance"
      dependencies: ["step-1"]
      verification_criteria: "Exit code 0, no lint errors"
      rollback_action: null
      estimated_risk: low
  checkpoints:
    - after_step: "step-0"
      type: git_stash
      reason: "Preserve state before any file modifications"
  estimated_risk: low
validation:
  preconditions:
    - "src/services/UserService.ts exists"
    - "npm test command is available"
  postconditions:
    - "No null pointer exception on getEmail() with null user"
    - "All existing tests still pass"
  invariants:
    - "API signature of getEmail() unchanged"
alternatives_considered:
  - "Throw explicit error instead of returning null - rejected due to API change constraint"
  - "Add null check at caller sites - rejected as defensive coding in service is preferred"
confidence: 0.9
evidence_anchors:
  - "src/services/UserService.ts:42"
  - "tool:grep:null-access-pattern"
assumptions:
  - "Error only occurs when user object is null, not when email property is missing"
  - "Test suite covers the getEmail() method adequately"

Evidence pattern: Stack trace analysis identified exact location, code inspection revealed missing null check.

Example 2: High-Risk Database Migration Plan

Input:

goal: "Add new column to users table with default value"
context:
  database: "PostgreSQL 14"
  table: "users"
  column: "preferences JSONB DEFAULT '{}'"
  rows: "~1M"
constraints:
  max_downtime: "30s"
  must_be_reversible: true

Output:

plan:
  id: "add-preferences-column-001"
  goal: "Add preferences JSONB column to users table"
  steps:
    - id: "step-1"
      action: "bash"
      target: "pg_dump users > backup_users.sql"
      description: "Create backup of users table"
      dependencies: []
      verification_criteria: "Backup file exists and is non-empty"
      rollback_action: null
      estimated_risk: low
    - id: "step-2"
      action: "bash"
      target: "psql -c 'ALTER TABLE users ADD COLUMN preferences JSONB DEFAULT '{}';'"
      description: "Add new column with default"
      dependencies: ["step-1"]
      verification_criteria: "Column exists in schema, no errors"
      rollback_action: "psql -c 'ALTER TABLE users DROP COLUMN preferences;'"
      estimated_risk: high
    - id: "step-3"
      action: "bash"
      target: "psql -c 'SELECT COUNT(*) FROM users WHERE preferences IS NOT NULL;'"
      description: "Verify default applied to all rows"
      dependencies: ["step-2"]
      verification_criteria: "Count matches total row count"
      rollback_action: null
      estimated_risk: low
  checkpoints:
    - after_step: "step-1"
      type: state_snapshot
      reason: "Backup created - recovery point before schema change"
    - after_step: "step-2"
      type: state_snapshot
      reason: "Schema modified - capture for validation"
  estimated_risk: high
validation:
  preconditions:
    - "users table exists"
    - "preferences column does not exist"
    - "Sufficient disk space for backup"
  postconditions:
    - "preferences column exists with JSONB type"
    - "All existing rows have default value"
  invariants:
    - "No data loss in existing columns"
    - "Application queries continue to work"
alternatives_considered:
  - "Add column without default, backfill separately - rejected due to NULL handling complexity"
  - "Create new table and migrate - rejected due to downtime constraints"
confidence: 0.75
evidence_anchors:
  - "tool:psql:schema-inspection"
assumptions:
  - "Database has sufficient resources for ALTER TABLE on 1M rows"
  - "No concurrent writes during migration window"
  - "Application handles new column gracefully"

Verification

• All steps have unique IDs
• Dependencies form a valid DAG (no cycles)
• Every mutating step has verification_criteria
• Every high-risk step has rollback_action
• Checkpoints placed before mutations
• Preconditions are testable
• Postconditions match goal

Verification tools: Read (for file analysis), Grep (for pattern verification)

Safety Constraints

• mutation: false
• requires_checkpoint: false
• requires_approval: false
• risk: low

Capability-specific rules:

• Always include rollback strategies for mutating steps
• Place checkpoints before EVERY mutating operation
• Flag irreversible operations explicitly
• If estimated_risk is high, recommend human review before execution
• Never generate plans that bypass safety constraints
• Plans with confidence < 0.5 should request clarification

CRITICAL: Plan is the gateway to act-plan

• No act-plan execution should occur without a validated plan
• Plans must be complete before execution begins
• Incomplete plans should be marked as draft

Composition Patterns

Commonly follows:

• inspect - Understand current state before planning
• decompose - Break complex goals into subgoals
• critique - Identify potential issues before finalizing
• search - Find relevant code/config to inform plan

Commonly precedes:

• checkpoint - Create safety checkpoint before execution
• act-plan - Execute the plan (REQUIRES this capability)
• verify - Validate plan structure before execution
• constrain - Apply policy limits to plan

Anti-patterns:

• Never call act-plan without a validated plan
• Never skip critique for high-risk plans
• Never execute plans with unresolved ambiguity

Workflow references:

• See reference/composition_patterns.md#debug-code-change for bug fix workflow
• See reference/composition_patterns.md#capability-gap-analysis for planning context
• See reference/composition_patterns.md#oma-pattern for Observe-Model-Act flow

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