msd-core/gsd-core/templates/phase-prompt.md

Phase Prompt Template

Note: Planning methodology is in agents/gsd-planner.md. This template defines the PLAN.md output format that the agent produces.

Template for .planning/phases/XX-name/{phase}-{plan}-PLAN.md - executable phase plans optimized for parallel execution.

Naming: Use {phase}-{plan}-PLAN.md format (e.g., 01-02-PLAN.md for Phase 1, Plan 2)

---

File Template

---
phase: XX-name
plan: NN
type: execute
wave: N                     # Execution wave (1, 2, 3...). Pre-computed at plan time.
depends_on: []              # Plan IDs this plan requires (e.g., ["01-01"]).
files_modified: []          # Files this plan modifies.
files_deleted: []           # OPTIONAL. Files this plan REMOVES. Declaring a path here is what
                            # lets worktree cleanup-wave merge the branch that deletes it; an
                            # undeclared deletion still blocks. Exact paths, not globs or dirs.
coupling_justified: []      # OPTIONAL. Deliberate, order-independent same-wave couplings: one
                            # "plan-id: reason" string per coupled peer, e.g.
                            # ["03-02: both append independent config keys"]. Exempts the pair
                            # from the plan-checker's Dimension 3b advisory (#3724).
autonomous: true            # false if plan has checkpoints requiring user interaction
requirements: []            # REQUIRED — Requirement IDs from ROADMAP this plan addresses. MUST NOT be empty.
user_setup: []              # Human-required setup Claude cannot automate (see below)

# Goal-backward verification (derived during planning, verified after execution)
must_haves:
  truths: []                # Observable behaviors that must be true for goal achievement
  artifacts: []             # Files that must exist with real implementation
  key_links: []             # Critical connections between artifacts
---

<objective>
[What this plan accomplishes]

Purpose: [Why this matters for the project]
Output: [What artifacts will be created]
</objective>

<execution_context>
@~/.claude/gsd-core/workflows/execute-plan.md
@~/.claude/gsd-core/templates/summary.md
[If plan contains checkpoint tasks (type="checkpoint:*"), add:]
@~/.claude/gsd-core/references/checkpoints.md
</execution_context>

<context>
@.planning/PROJECT.md
@.planning/ROADMAP.md
@.planning/STATE.md

# Only reference prior plan SUMMARYs if genuinely needed:
# - This plan uses types/exports from prior plan
# - Prior plan made decision that affects this plan
# Do NOT reflexively chain: Plan 02 refs 01, Plan 03 refs 02...

[Relevant source files:]
@src/path/to/relevant.ts
</context>

<tasks>

<task type="auto">
  <name>Task 1: [Action-oriented name]</name>
  <files>path/to/file.ext, another/file.ext</files>
  <read_first>path/to/reference.ext, path/to/source-of-truth.ext</read_first>
  <action>[Specific implementation - what to do, how to do it, what to avoid and WHY. Include CONCRETE values: exact identifiers, parameters, expected outputs, file paths, command arguments. Never say "align X with Y" without specifying the exact target state.]</action>
  <verify>[Command or check to prove it worked]</verify>
  <acceptance_criteria>
    - [Grep-verifiable condition: "file.ext contains 'exact string'"]
    - [Measurable condition: "output.ext uses 'expected-value', NOT 'wrong-value'"]
  </acceptance_criteria>
  <done>[Measurable acceptance criteria]</done>
</task>

<task type="auto">
  <name>Task 2: [Action-oriented name]</name>
  <files>path/to/file.ext</files>
  <read_first>path/to/reference.ext</read_first>
  <action>[Specific implementation with concrete values]</action>
  <verify>[Command or check]</verify>
  <acceptance_criteria>
    - [Grep-verifiable condition]
  </acceptance_criteria>
  <done>[Acceptance criteria]</done>
</task>

<!-- For checkpoint task examples and patterns, see @~/.claude/gsd-core/references/checkpoints.md -->

<task type="checkpoint:decision" gate="blocking">
  <decision>[What needs deciding]</decision>
  <context>[Why this decision matters]</context>
  <options>
    <option id="option-a"><name>[Name]</name><pros>[Benefits]</pros><cons>[Tradeoffs]</cons></option>
    <option id="option-b"><name>[Name]</name><pros>[Benefits]</pros><cons>[Tradeoffs]</cons></option>
  </options>
  <resume-signal>Select: option-a or option-b</resume-signal>
</task>

<task type="checkpoint:human-verify" gate="blocking">
  <what-built>[What Claude built] - server running at [URL]</what-built>
  <how-to-verify>Visit [URL] and verify: [visual checks only, NO CLI commands]</how-to-verify>
  <resume-signal>Type "approved" or describe issues</resume-signal>
</task>

</tasks>

<verification>
Before declaring plan complete:
- [ ] [Specific test command]
- [ ] [Build/type check passes]
- [ ] [Behavior verification]
</verification>

<success_criteria>

- All tasks completed
- All verification checks pass
- No errors or warnings introduced
- [Plan-specific criteria]
  </success_criteria>

<output>
After completion, create `.planning/phases/XX-name/{phase}-{plan}-SUMMARY.md`
</output>

---

Frontmatter Fields

Field	Required	Purpose
phase	Yes	Phase identifier (e.g., 01-foundation)
plan	Yes	Plan number within phase (e.g., 01, 02)
type	Yes	Always execute for standard plans, tdd for TDD plans
wave	Yes	Execution wave number (1, 2, 3...). Pre-computed at plan time.
depends_on	Yes	Array of plan IDs this plan requires.
files_modified	Yes	Files this plan touches.
autonomous	Yes	true if no checkpoints, false if has checkpoints
requirements	Yes	MUST list requirement IDs from ROADMAP. Every roadmap requirement MUST appear in at least one plan.
user_setup	No	Array of human-required setup items (external services)
must_haves	Yes	Goal-backward verification criteria (see below)

Wave is pre-computed: Wave numbers are assigned during /gsd:plan-phase. Execute-phase reads wave directly from frontmatter and groups plans by wave number. No runtime dependency analysis needed.

Must-haves enable verification: The must_haves field carries goal-backward requirements from planning to execution. After all plans complete, execute-phase spawns a verification subagent that checks these criteria against the actual codebase.

---

Parallel vs Sequential

<parallel_examples>

Wave 1 candidates (parallel):

# Plan 01 - User feature
wave: 1
depends_on: []
files_modified: [src/models/user.ts, src/api/users.ts]
autonomous: true

# Plan 02 - Product feature (no overlap with Plan 01)
wave: 1
depends_on: []
files_modified: [src/models/product.ts, src/api/products.ts]
autonomous: true

# Plan 03 - Order feature (no overlap)
wave: 1
depends_on: []
files_modified: [src/models/order.ts, src/api/orders.ts]
autonomous: true

All three run in parallel (Wave 1) - no dependencies, no file conflicts.

Sequential (genuine dependency):

# Plan 01 - Auth foundation
wave: 1
depends_on: []
files_modified: [src/lib/auth.ts, src/middleware/auth.ts]
autonomous: true

# Plan 02 - Protected features (needs auth)
wave: 2
depends_on: ["01-01"]
files_modified: [src/features/dashboard.ts]
autonomous: true

Plan 02 in Wave 2 waits for Plan 01 in Wave 1 - genuine dependency on auth types/middleware.

Checkpoint plan:

# Plan 03 - UI with verification
wave: 3
depends_on: ["01-01", "01-02"]
files_modified: [src/components/Dashboard.tsx]
autonomous: false  # Has checkpoint:human-verify

Wave 3 runs after Waves 1 and 2. Pauses at checkpoint, orchestrator presents to user, resumes on approval.

</parallel_examples>

---

Context Section

Parallel-aware context:

<context>
@.planning/PROJECT.md
@.planning/ROADMAP.md
@.planning/STATE.md

# Only include SUMMARY refs if genuinely needed:
# - This plan imports types from prior plan
# - Prior plan made decision affecting this plan
# - Prior plan's output is input to this plan
#
# Independent plans need NO prior SUMMARY references.
# Do NOT reflexively chain: 02 refs 01, 03 refs 02...

@src/relevant/source.ts
</context>

Bad pattern (creates false dependencies):

<context>
@.planning/phases/03-features/03-01-SUMMARY.md  # Just because it's earlier
@.planning/phases/03-features/03-02-SUMMARY.md  # Reflexive chaining
</context>

---

Scope Guidance

Plan sizing:

• 2-3 tasks per plan
• ~50% context usage maximum
• Complex phases: Multiple focused plans, not one large plan

When to split:

• Different subsystems (auth vs API vs UI)

• 3 tasks

• Risk of context overflow
• TDD candidates - separate plans

Vertical slices preferred:

PREFER: Plan 01 = User (model + API + UI)
        Plan 02 = Product (model + API + UI)

AVOID:  Plan 01 = All models
        Plan 02 = All APIs
        Plan 03 = All UIs

---

TDD Plans

TDD features get dedicated plans with type: tdd.

Heuristic: Can you write expect(fn(input)).toBe(output) before writing fn? → Yes: Create a TDD plan → No: Standard task in standard plan

See ~/.claude/gsd-core/references/tdd.md for TDD plan structure.

---

Task Types

Type	Use For	Autonomy
auto	Everything Claude can do independently	Fully autonomous
checkpoint:human-verify	Visual/functional verification	Pauses, returns to orchestrator
checkpoint:decision	Implementation choices	Pauses, returns to orchestrator
checkpoint:human-action	Truly unavoidable manual steps (rare)	Pauses, returns to orchestrator

Checkpoint behavior in parallel execution:

• Plan runs until checkpoint
• Agent returns with checkpoint details + agent_id
• Orchestrator presents to user
• User responds
• Orchestrator resumes agent with resume: agent_id

---

Examples

Autonomous parallel plan:

---
phase: 03-features
plan: 01
type: execute
wave: 1
depends_on: []
files_modified: [src/features/user/model.ts, src/features/user/api.ts, src/features/user/UserList.tsx]
autonomous: true
---

<objective>
Implement complete User feature as vertical slice.

Purpose: Self-contained user management that can run parallel to other features.
Output: User model, API endpoints, and UI components.
</objective>

<context>
@.planning/PROJECT.md
@.planning/ROADMAP.md
@.planning/STATE.md
</context>

<tasks>
<task type="auto">
  <name>Task 1: Create User model</name>
  <files>src/features/user/model.ts</files>
  <action>Define User type with id, email, name, createdAt. Export TypeScript interface.</action>
  <verify>tsc --noEmit passes</verify>
  <done>User type exported and usable</done>
</task>

<task type="auto">
  <name>Task 2: Create User API endpoints</name>
  <files>src/features/user/api.ts</files>
  <action>GET /users (list), GET /users/:id (single), POST /users (create). Use User type from model.</action>
  <verify>fetch tests pass for all endpoints</verify>
  <done>All CRUD operations work</done>
</task>
</tasks>

<verification>
- [ ] npm run build succeeds
- [ ] API endpoints respond correctly
</verification>

<success_criteria>
- All tasks completed
- User feature works end-to-end
</success_criteria>

<output>
After completion, create `.planning/phases/03-features/03-01-SUMMARY.md`
</output>

Plan with checkpoint (non-autonomous):

---
phase: 03-features
plan: 03
type: execute
wave: 2
depends_on: ["03-01", "03-02"]
files_modified: [src/components/Dashboard.tsx]
autonomous: false
---

<objective>
Build dashboard with visual verification.

Purpose: Integrate user and product features into unified view.
Output: Working dashboard component.
</objective>

<execution_context>
@~/.claude/gsd-core/workflows/execute-plan.md
@~/.claude/gsd-core/templates/summary.md
@~/.claude/gsd-core/references/checkpoints.md
</execution_context>

<context>
@.planning/PROJECT.md
@.planning/ROADMAP.md
@.planning/phases/03-features/03-01-SUMMARY.md
@.planning/phases/03-features/03-02-SUMMARY.md
</context>

<tasks>
<task type="auto">
  <name>Task 1: Build Dashboard layout</name>
  <files>src/components/Dashboard.tsx</files>
  <action>Create responsive grid with UserList and ProductList components. Use Tailwind for styling.</action>
  <verify>npm run build succeeds</verify>
  <done>Dashboard renders without errors</done>
</task>

<!-- Checkpoint pattern: Claude starts server, user visits URL. See checkpoints.md for full patterns. -->
<task type="auto">
  <name>Start dev server</name>
  <action>Run `npm run dev` in background, wait for ready</action>
  <verify>fetch http://localhost:3000 returns 200</verify>
</task>

<task type="checkpoint:human-verify" gate="blocking">
  <what-built>Dashboard - server at http://localhost:3000</what-built>
  <how-to-verify>Visit localhost:3000/dashboard. Check: desktop grid, mobile stack, no scroll issues.</how-to-verify>
  <resume-signal>Type "approved" or describe issues</resume-signal>
</task>
</tasks>

<verification>
- [ ] npm run build succeeds
- [ ] Visual verification passed
</verification>

<success_criteria>
- All tasks completed
- User approved visual layout
</success_criteria>

<output>
After completion, create `.planning/phases/03-features/03-03-SUMMARY.md`
</output>

---

Anti-Patterns

Bad: Reflexive dependency chaining

depends_on: ["03-01"]  # Just because 01 comes before 02

Bad: Horizontal layer grouping

Plan 01: All models
Plan 02: All APIs (depends on 01)
Plan 03: All UIs (depends on 02)

Bad: Missing autonomy flag

# Has checkpoint but no autonomous: false
depends_on: []
files_modified: [...]
# autonomous: ???  <- Missing!

Bad: Vague tasks

<task type="auto">
  <name>Set up authentication</name>
  <action>Add auth to the app</action>
</task>

Bad: Missing read_first (executor modifies files it hasn't read)

<task type="auto">
  <name>Update database config</name>
  <files>src/config/database.ts</files>
  <!-- No read_first! Executor doesn't know current state or conventions -->
  <action>Update the database config to match production settings</action>
</task>

Bad: Vague acceptance criteria (not verifiable)

<acceptance_criteria>
  - Config is properly set up
  - Database connection works correctly
</acceptance_criteria>

Good: Concrete with read_first + verifiable criteria

<task type="auto">
  <name>Update database config for connection pooling</name>
  <files>src/config/database.ts</files>
  <read_first>src/config/database.ts, .env.example, docker-compose.yml</read_first>
  <action>Add pool configuration: min=2, max=20, idleTimeoutMs=30000. Add SSL config: rejectUnauthorized=true when NODE_ENV=production. Add .env.example entry: DATABASE_POOL_MAX=20.</action>
  <acceptance_criteria>
    - database.ts contains "max: 20" and "idleTimeoutMillis: 30000"
    - database.ts contains SSL conditional on NODE_ENV
    - .env.example contains DATABASE_POOL_MAX
  </acceptance_criteria>
</task>

---

Guidelines

• Always use XML structure for Claude parsing
• Include wave, depends_on, files_modified, autonomous in every plan
• Prefer vertical slices over horizontal layers
• Only reference prior SUMMARYs when genuinely needed
• Group checkpoints with related auto tasks in same plan
• 2-3 tasks per plan, ~50% context max

---

User Setup (External Services)

When a plan introduces external services requiring human configuration, declare in frontmatter:

user_setup:
  - service: stripe
    why: "Payment processing requires API keys"
    env_vars:
      - name: STRIPE_SECRET_KEY
        source: "Stripe Dashboard → Developers → API keys → Secret key"
      - name: STRIPE_WEBHOOK_SECRET
        source: "Stripe Dashboard → Developers → Webhooks → Signing secret"
    dashboard_config:
      - task: "Create webhook endpoint"
        location: "Stripe Dashboard → Developers → Webhooks → Add endpoint"
        details: "URL: https://[your-domain]/api/webhooks/stripe"
    local_dev:
      - "stripe listen --forward-to localhost:3000/api/webhooks/stripe"

The automation-first rule: user_setup contains ONLY what Claude literally cannot do:

• Account creation (requires human signup)
• Secret retrieval (requires dashboard access)
• Dashboard configuration (requires human in browser)

NOT included: Package installs, code changes, file creation, CLI commands Claude can run.

Result: Execute-plan generates {phase}-USER-SETUP.md with checklist for the user.

See ~/.claude/gsd-core/templates/user-setup.md for full schema and examples

---

Must-Haves (Goal-Backward Verification)

The must_haves field defines what must be TRUE for the phase goal to be achieved. Derived during planning, verified after execution.

Structure:

must_haves:
  truths:
    - "User can see existing messages"
    - "User can send a message"
    - "Messages persist across refresh"
  artifacts:
    - path: "src/components/Chat.tsx"
      provides: "Message list rendering"
      min_lines: 30
    - path: "src/app/api/chat/route.ts"
      provides: "Message CRUD operations"
      exports: ["GET", "POST"]
    - path: "prisma/schema.prisma"
      provides: "Message model"
      contains: "model Message"
  key_links:
    - from: "src/components/Chat.tsx"
      to: "src/app/api/chat/route.ts"
      via: "fetch in useEffect — calls /api/chat endpoint"
      pattern: "fetch.*api/chat"
    - from: "src/app/api/chat/route.ts"
      to: "prisma/schema.prisma"
      via: "database query via prisma.message"
      pattern: "prisma\\.message\\.(find|create)"

Field descriptions:

Field	Purpose
truths	Observable behaviors from user perspective. Each must be testable.
artifacts	Files that must exist with real implementation.
artifacts[].path	File path relative to project root.
artifacts[].provides	What this artifact delivers.
artifacts[].min_lines	Optional. Minimum lines to be considered substantive.
artifacts[].exports	Optional. Expected exports to verify.
artifacts[].contains	Optional. Pattern that must exist in file.
key_links	Critical connections between artifacts.
key_links[].from	Source file (relative path from project root). Describe components or symbols in via:.
key_links[].to	Target file (relative path from project root). Describe endpoints, APIs, or modules in via:.
key_links[].via	How they connect, including any endpoint or symbol name (e.g. fetch in useEffect — calls /api/chat, Prisma query via prisma.message).
key_links[].pattern	Optional. Regex to verify connection exists.

Why this matters:

Task completion ≠ Goal achievement. A task "create chat component" can complete by creating a placeholder. The must_haves field captures what must actually work, enabling verification to catch gaps before they compound.

Verification flow:

1. Plan-phase derives must_haves from phase goal (goal-backward)
2. Must_haves written to PLAN.md frontmatter
3. Execute-phase runs all plans
4. Verification subagent checks must_haves against codebase
5. Gaps found → fix plans created → execute → re-verify
6. All must_haves pass → phase complete