Planning

Planning

Overview

Research-first planning. Validate approaches against real documentation, real codebases, and real implementations before writing code. Dual-engine evaluation cross-validates feasibility.

Core principle: No implementation without evidence-backed, cross-validated approach selection.

Announce at start: "I'm using the planning skill to research approaches before implementation."

When to Use

• New feature requiring architectural decisions
• Unfamiliar library or pattern
• Multiple valid approaches exist
• User asks "how should we build X?"

Don't use for: Single-line fixes, obvious bugs, tasks with explicit instructions.

State Persistence

All planning artifacts are persisted to enable plan-to-review linkage:

plans/{slug}/
  state.json          # phase, timestamp, selected approach
  approaches.json     # the 3 approaches with evidence
  claude-eval.json    # Claude's evaluation
  codex-eval.json     # Codex's evaluation (or skip marker)
  merged-eval.json    # merged evaluation result

Generate slug from feature name: lowercase, hyphens for spaces, strip special chars, truncate to 50 chars.

state.json:

{
  "feature": "description",
  "phase": "UNDERSTAND|RESEARCH|FORMULATE|EVALUATE|PRESENT|SELECTED",
  "timestamp": "ISO-8601",
  "selectedApproach": null
}

The Process

digraph planning {
    rankdir=TB;
    "UNDERSTAND" [shape=box];
    "RESEARCH" [shape=box];
    "FORMULATE" [shape=box];
    "EVALUATE" [shape=box, style=bold];
    "PRESENT" [shape=box];
    "SELECTED" [shape=diamond];

    "UNDERSTAND" -> "RESEARCH";
    "RESEARCH" -> "FORMULATE";
    "FORMULATE" -> "EVALUATE";
    "EVALUATE" -> "PRESENT";
    "PRESENT" -> "SELECTED";
}

UNDERSTAND

Clarify scope with the user. Identify:

• What the feature needs to do
• Constraints (performance, compatibility, existing patterns)
• Technologies already in use

Check for an existing plans/{slug}/ directory first. If one exists with phase: "SELECTED", the feature was already planned — ask the user whether to reuse the existing plan, extend it, or start fresh. If it exists with an earlier phase, offer to resume from where it left off.

Create plans/{slug}/ directory (if new) and initialize state.json with phase: "UNDERSTAND".

btca Resource Check (optional)

If the btca MCP tools are available (listResources, ask):

1. Call listResources to see what codebase resources are indexed
2. Match resources against the project's tech stack (check package.json, import statements, config files)
3. If matching resources exist, flag them in state.json as "btcaResources": ["resource-name"] for the RESEARCH phase

When btca adds value (flag for RESEARCH):

• Feature involves framework conventions, patterns, or architecture (routing, auth, SSR, data loading)
• Project uses less-documented or rapidly evolving libraries
• Project depends on internal/private codebases with no public docs
• The question is "how should we structure X?" — not "what API does Y have?"

Skip btca when:

• The question is about API usage — Context7 already provides clear docs
• Libraries are mature and well-documented (React, Express, lodash, zod)
• No framework-level architectural decisions are involved

If btca is available but no matching resources exist and the feature involves framework patterns:

• Identify the canonical repo URL for relevant dependencies (run npm view {pkg} repository.url for npm packages)
• Suggest specific commands: btca add -n {name} {repo-url}
  • For monorepos, include --searchPath: btca add -n sveltekit https://github.com/sveltejs/kit --searchPath packages/kit
• Offer to run the commands if the user approves

If btca MCP is not configured but the btca CLI is detected (noted in session-start):

• Suggest one-time setup: claude mcp add --transport stdio btca-local -- bunx btca mcp

RESEARCH

All three core sources are REQUIRED. Do them in parallel using subagents. btca is a fourth optional source when resources were flagged in UNDERSTAND.

Context7: Current Library Docs

1. resolve-library-id for each relevant library
2. query-docs for the specific feature/API needed
3. Note: version-specific gotchas, recommended patterns, deprecations

Serper Search: Real-World Implementations

1. Search for "[feature] [framework] implementation"
2. Search for "[feature] best practices [year]"
3. Look for: blog posts with code, official guides, comparison articles

GitHub: Analogous Codebases

1. search-code for the pattern/API in real projects
2. search-repositories for projects solving the same problem
3. Look for: how production codebases structure this, common pitfalls

btca: Source-Level Patterns (optional)

Only run this subagent if state.json has btcaResources flagged from the UNDERSTAND phase.

1. Call btca ask with the matched resources
2. Ask about patterns, conventions, and structure — not API signatures
   e.g. "How does SvelteKit handle server-side authentication?"
   NOT "What parameters does the redirect function accept?"
3. Note: answers are grounded in actual source code, not documentation

If btca ask fails or returns no useful results, continue without it — the three core sources are sufficient.

Update state.json with phase: "RESEARCH".

FORMULATE

Formulate exactly 3 approaches. Three is deliberate: fewer than 3 risks anchoring on one idea; more than 3 overwhelms decision-making without adding clarity. Three forces you to find a genuinely distinct middle-ground option beyond the obvious "simple vs. complex" dichotomy.

For each approach, provide:

### Approach N: [Name]

**How it works:** [2-3 sentences]

**Evidence:**
- Context7: [what the docs say about this approach]
- Serper: [what real-world articles recommend]
- GitHub: [how production codebases do it]
- btca: [what the source code reveals about patterns/structure] (if available)

**Trade-offs:**
- Pro: [concrete benefit with source]
- Pro: [concrete benefit with source]
- Con: [concrete drawback with source]

**Fits this project because:** [why this works for the specific codebase]

Write plans/{slug}/approaches.json:

[
  {
    "index": 1,
    "name": "Approach Name",
    "howItWorks": "description",
    "evidence": { "context7": "...", "serper": "...", "github": "...", "btca": "..." /* omit if btca not used */ },
    "tradeoffs": { "pros": ["..."], "cons": ["..."] },
    "fitReason": "..."
  }
]

Update state.json with phase: "FORMULATE".

EVALUATE

Dual-engine evaluation of the formulated approaches. Claude evaluates inline, then calls codex MCP tool for Codex's perspective, and merges the results.

Step 1 — Claude evaluation:

Evaluate approaches.json against the project context. Read:

• plans/{slug}/approaches.json
• Relevant project files (package.json, existing architecture, etc.)

Produce evaluation as JSON:

{
  "engine": "claude",
  "evaluations": [
    {
      "approachIndex": 1,
      "feasibility": "high|medium|low",
      "risks": ["risk 1", "risk 2"],
      "strengths": ["strength 1"],
      "implementationNotes": "specific details"
    }
  ],
  "preferredApproach": 1,
  "reason": "why this approach is best"
}

Write to plans/{slug}/claude-eval.json.

Step 2 — Codex evaluation via MCP:

Call the codex MCP tool with these exact parameters:

• prompt: Include the contents of approaches.json and ask Codex to evaluate each approach for feasibility, risks, strengths, and implementation notes. Instruct it to return the same evaluation JSON format with "engine": "codex". Use @ file references (e.g., @package.json, @tsconfig.json) — these must be repo-relative paths resolved via cwd.
• model: gpt-5-codex
• sandbox: read-only
• cwd: the repository root (run git rev-parse --show-toplevel if not already known)

Validate the response before writing. Treat ALL of the following as Codex-unavailable:

• Tool call throws or times out
• Response is empty or whitespace-only
• Response is not valid JSON matching the requested schema
• Response contains MCP error text (e.g., "Codex CLI Not Found", "Codex Execution Error")

If valid, write Codex response to plans/{slug}/codex-eval.json.

If Codex is unavailable (any condition above), write a skip marker:

{"engine": "codex", "status": "skipped — codex MCP unavailable"}

Report: "Codex evaluation: skipped (unavailable)"

Step 3 — Inline merge:

Compare the two evaluations by approach index:

Produce merged evaluation:

{
  "approaches": [
    {
      "index": 1,
      "name": "approach name",
      "claudeEval": { "feasibility": "high", "risks": [], "strengths": [] },
      "codexEval": { "feasibility": "high", "risks": [], "strengths": [] },
      "merged": {
        "feasibility": "high",
        "risks": ["merged unique risks from both"],
        "strengths": ["merged unique strengths from both"],
        "classification": "AGREE|CHALLENGE|COMPLEMENT"
      }
    }
  ],
  "recommendation": {
    "approachIndex": 1,
    "confidence": "high|medium|low",
    "reason": "Both engines agree on approach 1 due to...",
    "dissent": null
  },
  "summary": {
    "agreement": "full|partial|none",
    "enginesUsed": ["claude", "codex"]
  }
}

Write to plans/{slug}/merged-eval.json.

If Codex was unavailable, pass through Claude eval with "enginesUsed": ["claude"] and "confidence": "medium" (single-engine, lower confidence).

Update state.json with phase: "EVALUATE".

PRESENT

Present all 3 approaches to the user with:

1. The original evidence from RESEARCH
2. The cross-validated evaluation from EVALUATE (merged-eval.json)
3. Highlight where engines agreed (strong signal) or disagreed (flag for human decision)

State your recommendation, incorporating merge confidence. Wait for user selection before writing any code.

SELECTED

Record the user's choice:

• Update state.json with phase: "SELECTED" and selectedApproach: N
• Proceed with implementation

Plan-to-Review Linkage

The core:review-code agent can read plans/{slug}/approaches.json and state.json to validate that implementation matches the selected approach. When running code review after a planned feature, reference the plan directory.

Red Flags

Never:

• Skip MCP research and guess at approaches
• Present approaches without evidence from real sources
• Start implementation before user selects an approach
• Present fewer than 3 or more than 3 approaches
• Use only one MCP source (all three required)
• Skip the EVALUATE phase even if Codex is unavailable (Claude-only eval still adds value)

If MCP is unavailable:

• Note which source is missing
• Use WebSearch as fallback for that source
• Still present 3 evidence-backed approaches

If Codex is unavailable:

• Claude-only evaluation proceeds normally
• Merged eval passes through Claude eval with enginesUsed: ["claude"]
• Status message: "Codex not available — Claude-only evaluation."

Quality Checklist

• All three core MCP sources consulted (Context7, Serper, GitHub)
• btca consulted if resources were flagged in UNDERSTAND (optional)
• Exactly 3 approaches with concrete trade-offs
• Each approach cites real evidence (not hypothetical)
• EVALUATE phase completed (merged-eval.json exists)
• Cross-validation results shown to user
• Recommendation stated with reasoning
• User selected approach before implementation began
• plans/{slug}/state.json records selected approach

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