Plan Manager

Plan Manager Skill

Manage workflow plans and context documents with automatic file tracking and indexing.

Commands

Create Plan

Creates a new plan document with timestamp-based naming.

Usage: create-plan <title> --workflow <name>

Example:

create-plan "Add contact form" --workflow tdd

Creates: .claude/plans/active/YYYY-MM-DD--add-contact-form.md

Update Step

Updates the status of a specific step in an active plan.

Usage: update-step <plan-slug> <step-number> <status>

Status options: pending, in_progress, completed, blocked

Example:

update-step add-contact-form 1 in_progress

Create Context

Creates a new context document for a codebase area.

Usage: create-context <title> --areas <area1,area2>

Example:

create-context "Authentication" --areas auth,security,api

Creates: .claude/context/auth--context.md

Update Indexes

Regenerates all index files from current markdown files.

Usage: update-indexes

Updates:

• .claude/indexes/_plans.md
• .claude/indexes/_context.md
• .claude/indexes/_workflows.md

Archive Plan

Moves a completed plan to the archive directory.

Usage: archive-plan <plan-slug>

Example:

archive-plan add-contact-form

Moves: .claude/plans/active/ → .claude/plans/archive/

List Active

Lists all active plans with their current status.

Usage: list-active or list-plans

File Naming Conventions

Plans

• Format: YYYY-MM-DD--[slug].md
• Location: .claude/plans/active/ (or /archive/ when completed)
• Slug derivation: lowercase, hyphen-separated words

Context

• Format: [area]--context.md
• Location: .claude/context/
• Example: auth--context.md, routing--context.md

Indexes

• Format: _<type>.md
• Location: .claude/indexes/
• Auto-generated, never manually edited

Workflow Integration

When using any workflow (TDD, UI-iteration, Bug-fix), the plan manager automatically:

1. Plan Phase: Creates a plan document if the task is complex
2. Execution: Updates step statuses as you progress
3. Completion: Marks the plan as completed and archives it
4. Context: Creates or updates context documents for areas explored

Token Efficiency Guidelines

Context documents should reference source files rather than duplicate content:

DO:

## Source Files
- [src/lib/auth.ts](src/lib/auth.ts) - JWT utilities
- [src/middleware.ts](src/middleware.ts) - Route protection

DON'T:

## Source Files
src/lib/auth.ts contains:
```typescript
export function jwtSign(payload) { ... }

## Frontmatter Schema

### Plan Document
```yaml
---
created: 2025-01-10
started: null        # null if still in planning phase
updated: 2025-01-10  # null if never updated
completed: null      # null until done
status: planning|in_progress|blocked|completed|archived
workflow: tdd|ui-iteration|bug-fix
related_context:
  - auth--context.md
priority: p1|p2|p3   # P1=Critical, P2=Important, P3=Nice-to-Have
quality_gates_passed: false  # Set to true when all quality gates pass
scrutiny:            # Added after plan scrutiny (Step 3.5)
  p1_findings: 0
  p2_findings: 0
  p3_findings: 0
  confidence_score: 95
---

Severity Classification (P1/P2/P3):

See the quality-severity skill for detailed classification guidelines:

• P1 (Critical): Blocks implementation - must be addressed before proceeding

  • Security vulnerabilities
  • Data corruption risks
  • Breaking changes
  • Missing critical context

• P2 (Important): Should address - significant issues that impact quality

  • Performance concerns
  • Architectural issues
  • Code clarity problems
  • Missing edge cases

• P3 (Nice-to-Have): Consider addressing - improvements and optimizations

  • Code cleanup
  • Minor optimizations
  • Documentation improvements
  • Style consistency

Context Document

---
created: 2025-01-10
updated: null              # null if never updated
areas:
  - auth
  - security
related_plans:
  - 2025-01-10--add-contact-form.md
---

Implementation Notes

• The update-indexes command is a shell script: .claude/bin/update-indexes.sh
• Indexes are sorted by last modified time (newest first)
• Status is extracted from frontmatter status: field
• Description comes from frontmatter description: field or first heading

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