Specification

format: https://specscore.md/feature-specification status: Stable

Feature: Plan

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Status: Stable Source Ideas:

Summary

A plan is a composite task -- a task that contains subtasks. It bridges feature specifications and change requests to executable work. Plans are mutable documents; snapshots provide immutable reference points for review, approval, and retrospective.

There is one structural concept: the task. A task with children is a plan. A task without children is a leaf task. A plan is normally a single flat file (spec/plans/{slug}.md) whose tasks are inline ### Task N: blocks; it MAY optionally be decomposed into sub-plans (recursive nesting, no depth limit) as a reserved advanced form. The typed shape of a single Plan is captured in the co-located plan entity.

Contents

Directory Description
_tests Test scenarios validating plan feature requirements

The Plan document type has a companion Index-Kind feature, plans-index, which specifies the shape of the spec/plans/README.md aggregation file every repo maintains. Plans-Index lives as a top-level sibling of Plan under spec/features/ — not as a sub-feature — so its specification URL stays flat (plans-index-specification, not a nested compound).

Problem

Teams have well-defined execution systems -- work items, tickets, tasks -- but there is no structured way to go from "we know what to build" to "here are the work items to execute."

Today that decomposition happens ad hoc -- a human or AI agent reads a feature spec, mentally breaks it into tasks, and manually creates work items one by one. This creates three problems:

Design Philosophy

SpecScore separates intent from execution by design, with distinct artifacts for each stage of the workflow.

Artifact Question it answers Audience Mutability Lives in
Feature spec What do we want? Product, engineering Versioned Spec repo
Change request What should change in an existing feature? Product, engineering Versioned until approved Spec repo
Plan How will we build it? Reviewers, planners Mutable; snapshots provide fixed references Spec repo
Work items Who's doing what right now? Agents, operators Highly fluid Execution system

A feature spec defines something new. A change request (implemented as a proposal) mutates something that already exists. Both are what artifacts -- they describe desired outcomes. The distinction matters because:

From the planning pipeline's perspective, both converge to the same output -- a plan that produces executable tasks:

Diagram
graph LR
    A["Feature spec"]
    B["Plan"]
    C["Tasks / Work items"]
    D["Change request<br/>(proposal)"]
A --&gt; B
D --&gt; B
B --&gt; C</pre></div>

Why not use the work item tree as the plan? Work items are designed to be fluid. Agents add subtasks when they discover complexity. Humans cancel items when priorities shift. Parallel work gets restructured on the fly. This fluidity is a feature -- it is how real development works. But fluidity is the enemy of reviewability. A human reviewer needs a stable, scannable document to approve before work begins. Snapshots provide that stability without sacrificing the ability to evolve the plan.

No duplicated status tracking. The plan does not track completion -- execution tools do. A progress view can be derived by mapping plan tasks to their linked work items and looking up live status. One source of truth, two views: the plan view for humans, the deep work item tree for agents.

Behavior

Plan location

A plan is a single Markdown file under spec/plans/ in the spec repository:

spec/plans/
  README.md              <- index of all plans
  {plan-slug}.md         <- the plan document (one flat file per plan)

{plan-slug} is a URL/path-safe identifier (e.g., add-batch-mode, user-auth).

REQ: plan-file

Every plan MUST be a single Markdown file spec/plans/{plan-slug}.md. This single-file form is the contract enforced by specscore spec lint (lint rule P-003). The optional decomposition of a plan into sub-plans (see Recursive task and plan model) is a reserved advanced form, not currently required or enforced.

REQ: plan-slug-format

Plan slugs MUST be lowercase, hyphen-separated, and URL-safe. Underscores, spaces, and special characters MUST NOT be used.

REQ: source-binding

Every plan MUST declare exactly one source line in its header, in one of three forms: a **Source Feature:** line naming the Feature it decomposes (a Feature-sourced plan), a **Source:** idea:{slug} line naming the Idea it plans directly (an Idea-sourced plan), or a **Source:** none line (a source-less plan, not tied to any Feature or Idea). A plan that declares more than one source, or whose source line is absent or carries an unrecognized value, is invalid.

Plan document structure

# Plan: Add batch mode to CLI

**Status:** Approved
**Source Feature:** cli
**Date:** 2026-03-14
**Owner:** @alex
**Supersedes:** —

## Summary

1-3 sentences. What this plan covers and how it decomposes the source
Feature (or, for an idea-sourced plan, the source Idea).

## Approach

<=1 paragraph on the decomposition strategy: what was grouped, what was
deferred and why.

## Tasks

### Task 1: Define batch input schema

**Verifies:** cli#ac:batch-schema-validates

Establish the YAML/JSON schema for batch input files. This determines
the contract for all downstream tasks.

### Task 2: Implement batch parser

**Verifies:** cli#ac:batch-parser-rejects-invalid

Parse and validate batch input files against the schema from Task 1,
rejecting invalid files with per-field error messages.

### Task 3: Update CLI entry point

**Verifies:** cli#ac:batch-flag-in-help

Add the `--batch <file>` flag and wire it to the parser; surface it in
help output, mutually exclusive with positional arguments.

## Deferred AC Coverage

<!-- Omit this section entirely when no ACs are deferred. -->

## Open Questions

None at this time.

---
*This document follows the https://specscore.md/plan-specification*

REQ: plan-title-format

Every plan document MUST use the # Plan: {Title} format for its title. The Plan: prefix is required.

REQ: plan-required-sections

Every plan document MUST include the following sections: title (# Plan: X), header metadata fields, ## Summary, ## Approach, ## Tasks, and ## Open Questions. A ## Deferred AC Coverage section, ## Snapshots section, and ## Dependency graph section are OPTIONAL.

Header fields

Field Required Description
Status Yes Current plan status (see Plan statuses)
Source Feature One of Slug of the Feature this plan decomposes (feature-sourced plans)
Source One of idea:{slug} naming the Idea this plan decomposes (idea-sourced plans), or none for a source-less plan
Date Yes Date the plan was created
Owner Yes Who wrote the plan
Supersedes Yes , or the slug of an older plan this one wholesale-replaces
Parent No The master plan this plan is a sub-plan of (master/sub-plan composition). A same-repo plan slug or a cross-repo <repo-slug>:<plan-slug> soft reference. Absent for root plans. See Cross-repo plan composition. Validated by lint rule P-005.
Coordination No The repo/branch where this plan document's own mutations are authoritative -- <owner>/<repo>@<branch>. Absent means unrestricted (any repo/branch may mutate the plan, as before this field existed). See Coordination branch. Validated by lint rule P-010.
Effort No S | M | L | XL -- see Optional ROI metadata
Impact No low | medium | high | critical -- see Optional ROI metadata

REQ: required-header-fields

Every plan MUST include these header fields: Status, the source line (exactly one of Source Feature, Source: idea:{slug}, or Source: none, per source-binding), Date, Owner, and Supersedes. Effort and Impact are OPTIONAL.

REQ: proposal-forward-reference

When a plan is triggered by a change request (proposal), the Source field MUST link directly to the proposal. The proposal in turn MUST include a forward reference to the plan.

When a plan is triggered by a change request (proposal), the Source field links directly to the proposal. The proposal in turn gets a forward reference to the plan:

# Proposal: Deprecate v1 endpoints

| Field  | Value                                             |
|--------|---------------------------------------------------|
| Status | `approved`                                        |
| Plan   | [migrate-to-v2](../../../plans/migrate-to-v2.md)  |

Plan statuses

A plan's status models its full lifecycle in one field, in three bands. The values are capitalized, matching the SpecScore-wide status vocabulary used by Features and Ideas; the frontmatter status: mirror (per artifact-frontmatter-convention) carries the same value verbatim.

Band Status Description Set by
Prep Draft Plan is being written, not ready for review Human author
Prep In Review Submitted for review Human author
Prep Approved Reviewed and approved — ready/pending execution Human author
Execution Executing At least one task in progress Derived by lint --fix
Execution Blocked Tasks blocked; none progressing and none failed Derived by lint --fix
Execution Implemented All tasks complete Derived by lint --fix
Execution Failed A task failed/aborted and the plan cannot complete Derived by lint --fix
Disposition Rejected Approach rejected outright at review (not sent back for revisions) Human author
Disposition Withdrawn Abandoned Human author
Disposition Superseded Replaced by a named successor plan Human author
Disposition Deprecated Approach no longer recommended, with no named successor Human author

The bands are sequential phases of one lifecycle, not concurrent: reaching Executing already implies the approval gate passed (or was deliberately bypassed), so Approved carries no additional current-state information during a run. The authority handoff sits at Approved: lint --fix only ever transitions from Approved onward (deriving the execution band from task-status rollup) and MUST NEVER overwrite a human-authored prep state. Plans are mutable; if the approach changes after approval, edit the plan and record a new snapshot rather than creating a separate document.

REQ: valid-statuses

A plan's Status field MUST be one of: Draft, In Review, Approved, Executing, Blocked, Implemented, Failed, Rejected, Withdrawn, Superseded, or Deprecated. No other values are permitted. A Superseded plan MUST carry a reference to its successor plan.

REQ: execution-status-derived

The execution-band statuses (Executing, Blocked, Implemented, Failed) MUST NOT be hand-authored. They are derived by specscore spec lint --fix from the rollup of the plan's task statuses (see Status rollup), and lint --fix transitions only from Approved onward, never overwriting a Draft/In Review/Approved prep state.

Status transitions

Diagram
graph LR
    A["Draft"]
    B["In Review"]
    C["Approved"]
    E["Executing"]
    K["Blocked"]
    I["Implemented"]
    F["Failed"]
    R["Rejected"]
    W["Withdrawn"]
    S["Superseded"]
    D["Deprecated"]
A --&gt;|submit| B
A --&gt;|approve| C
B --&gt;|revisions| A
B --&gt;|approve| C
B --&gt;|reject| R
C --&gt;|lint --fix rollup| E
E --&gt; K
E --&gt; I
E --&gt; F
K --&gt; E
C --&gt;|abandon| W
C --&gt;|replace| S
C --&gt;|retire| D</pre></div>

REQ: status-transitions

Plan status transitions MUST follow these rules. Prep (human-authored): Draft MAY transition to In Review, or directly to Approved (a fast-track that skips review); In Review MAY transition back to Draft (revisions requested), forward to Approved, or to Rejected (the approach is rejected outright, not sent back for revisions). Execution (derived by lint --fix, only from Approved onward): Approved MAY transition to an execution-band status; execution statuses transition among themselves per the task-status rollup. Disposition (human-authored): Approved (or a later state) MAY transition to Withdrawn, Superseded, or Deprecated (the approach is no longer recommended, with no named successor). There is no resurrection from a disposition status — re-pursuing the work means authoring a new plan. No other transitions are permitted.

Snapshots

A snapshot is an immutable reference point within a plan's history. Instead of freezing the entire plan on approval, snapshots record meaningful moments -- approval, checkpoints, completion -- as entries in a table with a corresponding git commit hash.

Snapshots remove the need to freeze a plan on approval. A plan can be edited freely at any time. When a reference point is needed, a snapshot captures the plan's state at that git hash. The snapshot table lives in the plan document:

## Snapshots

| Date | Git Hash | Action | Comment |
|---|---|---|---|
| 2026-03-15 | `a1b2c3d` | approved | Initial approval by @jordan |
| 2026-03-20 | `e4f5g6h` | checkpoint | Added streaming support task |
| 2026-04-01 | `i7j8k9l` | completed | All tasks verified |

REQ: snapshot-table-format

When a plan includes snapshots, they MUST be recorded in a ## Snapshots section containing a table with columns: Date, Git Hash, Action, and Comment.

REQ: snapshot-actions

Snapshot actions include approved, checkpoint, completed, and user-defined values. The approved action SHOULD correspond to setting the plan status to Approved.

REQ: snapshot-git-hash

Each snapshot MUST reference a valid git commit hash that represents the plan's state at the time the snapshot was taken.

Recursive task and plan model

Optional / reserved advanced form. The default and lint-enforced shape of a plan is a single flat file (spec/plans/{slug}.md, per plan-file) whose tasks are inline ### Task N: blocks. The recursive directory decomposition described below is an OPTIONAL advanced form for very large plans; it is not currently enforced or required by specscore spec lint (which enforces the single-file contract via P-003). It is documented here as the reserved model for future sub-plan support.

A plan is a composite task -- it contains other tasks. Some of those child tasks may themselves contain subtasks, making them sub-plans. This nesting is recursive with no artificial depth limit.

spec/plans/
  README.md                          <- index
  chat-feature/
    README.md                        <- plan (composite task)
    chat-infrastructure/
      README.md                      <- sub-plan (also a composite task)
      set-up-database/
        README.md                    <- task (leaf)
      configure-networking/
        README.md                    <- task (leaf)
    chat-workflow-engine/
      README.md                      <- sub-plan
    send-notifications/
      README.md                      <- task (leaf, sibling of sub-plans)
  e2e-testing-framework/
    README.md                        <- plan (standalone, no sub-plans)

Whether something is a "plan" or a "task" is determined by structure: if it has children, it is a plan. If it has no children, it is a task. The same document format applies at every level.

REQ: recursive-nesting

In the optional directory form, plans and tasks MAY nest to arbitrary depth. There is no maximum nesting level. Depth is a judgment call made by the plan author. The single-file form (the default and lint-enforced shape) carries its tasks as inline ### Task N: blocks rather than child directories.

REQ: child-plan-format

A sub-plan (child plan) MUST follow the same format as a top-level plan, including tasks and acceptance criteria.

Mixed children

Tasks and sub-plans can coexist at the same level within a plan. There is no requirement to separate them or force restructuring. In the example above, send-notifications (a leaf task) is a sibling of chat-infrastructure and chat-workflow-engine (sub-plans).

REQ: mixed-children

A plan MAY contain both leaf tasks and sub-plans as direct children at the same level. No restructuring is required to separate tasks from sub-plans.

Cross-repo plan composition

The directory form above nests sub-plans physically inside one repo. Cross-repo plan composition is a distinct, lint-enforced form that composes flat single-file plans — including plans in different repositories — by reference rather than by directory nesting. It is the mechanism behind a single Idea fanning out into coordinated work across repos.

A master plan is an ordinary single-file plan whose work is carried out by sub-plans. Each sub-plan is itself a flat single-file plan that names its master through the Parent header field (**Parent:** <plan-ref>). The reference is either a same-repo plan slug or a cross-repo <repo-slug>:<plan-slug> soft reference. On the master side, a task MAY delegate to a sub-plan via the Task entity's sub_plan property — the master-side expression of the same edge.

specscore/spec/plans/cross-repo-master.md        <- master plan (root: no Parent)
specscore-cli/spec/plans/sub-cli-bootstrap.md    <- **Parent:** specscore:cross-repo-master
specscore/spec/plans/sub-entity-model.md         <- **Parent:** cross-repo-master   (same-repo)
specstudio-skills/spec/plans/sub-skills.md       <- **Parent:** specscore:cross-repo-master

The canonical, navigable link is the child's Parent ref (child → master); composition is single-parent (a tree) in the MVP. Lint owns reference integrity per rule P-005: same-repo parents are resolved and checked for acyclicity; cross-repo <repo-slug>:<plan-slug> parents are validated syntactically only — the linter never scans sibling repositories, so a cross-repo parent is a best-effort, unresolved reference (like an external link). Cross-repo back-link maintenance and execution ordering across the tree are out of scope for this model and belong to the consuming skills.

REQ: cross-repo-parent-ref

A plan MAY declare a single **Parent:** <plan-ref> header field naming the master plan it is a sub-plan of. The value is a same-repo plan slug or a cross-repo <repo-slug>:<plan-slug> reference. A plan with no **Parent:** field is a root plan. Composition is single-parent in the MVP: a plan MUST NOT declare more than one parent. Reference validity (same-repo resolution and acyclicity; cross-repo syntactic-only checks) is enforced by specscore spec lint rule P-005, not by this document.

Coordination branch

A plan document is a single file that many parallel actors -- human or AI agent, each often on their own feature branch or in their own git worktree -- read and want to move forward at the same time. Without an agreed rule for where the plan document itself is mutated, two actors editing the same plan on different branches (adding tasks, walking a status) collide when their branches merge, and the collision has to be untangled by hand (e.g. two independently numbered ### Task 16: blocks landing from two different feature branches).

The Coordination branch is that agreed rule, declared once in the plan's own header:

**Coordination:** specscore/specscore-cli@main

<owner>/<repo> is a GitHub owner/repository pair; <branch> is the branch name (which MAY itself contain /, e.g. feature/plan-coordination-branch). When present, every mutation to this plan document -- task status walks, new tasks, task renumbering, plan-status transitions, or any other edit to the file -- is authoritative only on that declared repo/branch. A plan with no **Coordination:** field carries no such restriction: it may be mutated from anywhere, exactly as before this field existed.

The field draws a line between two kinds of truth that otherwise get conflated on a feature branch:

  • Feature branches carry implementation. Code changes, task completion evidence, everything a plan's tasks describe building.
  • The coordination branch carries plan truth. The plan document's own structure and status.

An actor implementing a task on feature/some-task never needs to also own the authoritative copy of the plan file -- their task-completion report is applied on the coordination branch (directly, or via whatever routing the consuming tooling uses), rather than mutating a parallel copy of the plan that later has to be reconciled by hand.

A merge conflict in a plan file that declares **Coordination:** is therefore a signal, not a chore: it means the separation was violated -- some actor mutated the plan document on a branch other than the declared one. The fix is to redo the mutation on the coordination branch (or to fix the tooling that let it happen elsewhere), not to hand-merge the conflicting hunks as if this were an ordinary content collision.

Enforcement of the declared repo/branch -- checking the current invocation against it, refusing a mismatched mutation, and the override mechanism for exceptional cases -- is a CLI concern (specscore-cli), not this specification: this document defines only the field's syntax and intended meaning. See specscore-cli's plan change-status/reconcile and task change-status Features for the enforcement contract.

REQ: coordination-branch-format

A plan MAY declare a single **Coordination:** <owner>/<repo>@<branch> header field. <owner>/<repo> MUST be a GitHub owner/repository pair (no / within either component); <branch> MUST be a non-empty git ref name (which MAY contain /). A plan with no **Coordination:** field is unrestricted. The reference is validated syntactically only by specscore spec lint (lint rule P-010), mirroring the cross-repo precedent of cross-repo-parent-ref and the implementation-commit-provenance ref format: the linter never resolves or scans the named repository, and never checks whether the branch exists.

REQ: coordination-branch-semantics

When a plan declares **Coordination:**, all mutations to that plan document -- task status transitions, new tasks, task renumbering, plan-status transitions, and any other edit to the file -- are authoritative only on the declared <branch> of the declared <owner>/<repo>. Feature branches (and worktrees derived from them) carry implementation; the coordination branch carries plan truth. A merge conflict in a plan file that declares **Coordination:** indicates this separation was violated (a mutation landed on a branch other than the declared one), and MUST be treated as a process violation to fix at the source -- not as an ordinary merge chore to resolve hunk-by-hunk.

Status rollup

Once a plan is Approved, its execution-band status is derived from the rollup of its task statuses. This is what lint --fix maintains; it never runs while the plan is in a prep state (Draft/In Review/Approved are human-owned).

Condition (task-status rollup) Derived plan status
A task is failed/aborted and the plan cannot complete Failed
At least one task is in_progress Executing
Tasks are blocked; none in progress and none failed Blocked
All tasks are complete Implemented

Precedence is top-to-bottom: Failed wins over Executing, which wins over Blocked, which wins over Implemented.

REQ: status-rollup

When a plan is Approved or in an execution-band status, specscore spec lint --fix MUST derive the plan's execution-band status from the rollup of its task statuses per the precedence above. The rollup reads task status only — it MUST NOT write task status, and MUST NOT overwrite a human-authored prep (Draft/In Review/Approved) or disposition (Withdrawn/Superseded) status.

Task count

A plan carries a derived count of its tasks, surfaced in frontmatter so external tools can size a plan without parsing its body.

REQ: tasks-count

A plan MUST carry a derived tasks_count recording the number of its direct child tasks. The value is maintained by specscore spec lint --fix and surfaced in the plan's frontmatter per the artifact-frontmatter-convention feature. Authors MUST NOT hand-maintain tasks_count; lint reconciles it from the actual task children.

Tasks and dependencies

Tasks whose Depends on is none may execute in parallel. The dependency graph determines the critical path.

For complex plans, an optional Dependency graph section visualizes the parallelism:

Diagram
graph LR
    A["Task 1"]
    B["Task 2"]
    C["Task 3"]
    D["Task 4"]
    E["Task 5<br/>(independent)"]
A --&gt; B
B --&gt; C
B --&gt; D</pre></div>

This section is optional -- useful for complex plans, noise for simple sequential ones.

REQ: parallel-eligibility

Tasks whose Depends on value is none MUST be treated as parallel-eligible. Because Depends on is now required on every task (see task#req:task-required-fields), parallel-eligibility keys off the explicit none value rather than an absent field. The dependency graph determines the critical path; tasks with no dependencies MAY execute concurrently.

Task-to-feature-AC traceability

In the flat single-file model, a plan does not embed its own acceptance-criteria sections. Instead, each task declares a **Verifies:** line naming one or more acceptance criteria of the source Feature (by feature-slug#ac:<ac-slug>) that the task implements. This is the plan's traceability mechanism — every task maps to the feature ACs it satisfies — and it is enforced by lint rule P-001 (every plan task references at least one feature AC).

REQ: task-verifies-feature-ac

Every task in a plan MUST declare a **Verifies:** line referencing one or more acceptance criteria of the plan's source Feature, in the form feature-slug#ac:<ac-slug> (comma-separated when more than one). A task with no such reference is rejected by lint rule P-001. Feature ACs that the plan does not yet cover are recorded under the optional ## Deferred AC Coverage section. (Idea-sourced plans, which have no source Feature, are exempt from P-001.)

Optional task id

A task block MAY carry an optional **Id:** <slug> field — a stable, hyphen-separated identifier (matching the Task entity id shape) used to address the inline task from tooling. Unlike the ordinal Task N (which shifts on reordering) or a title-derived slug (which breaks on title edits), the **Id:** is durable: it is the address specscore task change-status --plan <slug> <id> resolves against when stamping implementation-commit provenance on a plan-inline task. The field is optional and unenforced today; tooling that addresses plan-inline tasks requires it on the targeted block.

Optional task note and evidence

A task block MAY also carry two independent, optional annotation fields, written by specscore task change-status --note=<text> --evidence=<ref>[,<ref>...] immediately after **Status:** (and after **Implemented-by:** when provenance is written in the same call):

**Status:** complete
**Implemented-by:** sneat-co/chess@cfabf5e
**Note:** shipped to production, verified live
**Evidence:** cfabf5e, https://chessraiders.com/board/
  • **Note:** is a free-text justification, unstructured and unvalidated.
  • **Evidence:** is a comma-separated list of supporting references — commit SHAs, PR URLs, file paths, deploy or monitoring links — also unstructured and unvalidated.

Both are distinct from **Implemented-by:** (the implementation-commit-provenance feature's single, syntactically validated code reference): **Implemented-by:** answers "which commit did the work," while **Note:**/**Evidence:** answer "what backs the claim that it's actually done" — a broader category a strict commit-ref format cannot carry (e.g. a live-URL check or a manual QA note). Unlike the provenance flags (valid only with --to=complete), --note/--evidence are valid on any legal task transition. Neither field participates in the task-status transition matrix or the status rollup — they are pure annotations.

Optional ROI metadata

Two optional fields can be added to the plan document header:

**Effort:** S | M | L | XL
**Impact:** low | medium | high | critical

Both fields are optional. When absent, tooling may infer effort from task count, dependency depth, and acceptance criteria complexity. It may infer impact from feature importance and downstream dependents. During plan authoring, the tooling suggests values. The user accepts, declines, or overwrites.

For composite plans, effort/impact describe the aggregate. Sub-plans carry independent estimates.

REQ: effort-values

When present, the Effort field MUST be one of: S, M, L, or XL.

REQ: impact-values

When present, the Impact field MUST be one of: low, medium, high, or critical.

Effort scale

Effort Rough meaning
S A few hours of focused work, 1-3 tasks
M A few days, 3-6 tasks, limited dependencies
L A week or more, 5-10 tasks, cross-cutting
XL Multi-week, many tasks, multiple sub-plans or deep dependencies

Impact scale

Impact Rough meaning
low Nice-to-have, no users blocked
medium Improves existing capability, some users benefit
high Enables important new capability, many users benefit
critical Unblocks core functionality or other critical work

Plans index

Every spec repository with plans maintains an index at spec/plans/README.md. Its format — required sections, Contents-table columns, Recently Closed section, and adherence footer — is specified by the plans-index Index-Kind feature.

Feature README back-reference

Each affected feature's README includes a Plans section linking to plans that touch it. Features can reference both top-level plans and sub-plans -- the path disambiguates:

## Plans

| Plan                                                                  | Status    | Author | Approved   |
|-----------------------------------------------------------------------|-----------|--------|------------|
| [chat-feature](../../plans/chat-feature.md)                           | Draft     | @alex  | -          |
| [user-auth](../../plans/user-auth.md)                                 | Approved  | @alex  | 2026-03-15 |
| [add-batch-mode](../../plans/add-batch-mode.md)                       | In Review | @alex  | -          |

A feature appearing in both a plan and its sub-plan is valid -- the plan covers it broadly, the sub-plan implements a slice. A feature linked only to a top-level plan (no sub-plan yet) signals "planned but not decomposed."

REQ: feature-back-reference

Each affected feature's README MUST include a Plans section with a table linking to plans that touch it. The table MUST include columns for Plan, Status, Author, and Approved.

Task artifacts

An artifact is a named output that a task produces. It is not code (code lives in code repos on branches). It is the metadata, decisions, schemas, and intermediate results that downstream tasks need to do their work.

Examples:

Artifact Produced by Consumed by
JSON Schema definition "Define data model" task "Implement endpoints" task, "Build UI" task
API contract (OpenAPI snippet) "Design API" task "Implement client" task, "Write integration tests" task
Migration plan "Analyze existing data" task "Write migration script" task
Architecture decision record "Evaluate auth approach" task All downstream tasks
Test fixtures / seed data "Generate test data" task Any task running tests

REQ: artifact-declaration

Plan tasks that produce outputs SHOULD declare them using the **Produces:** field with a bulleted list of named artifacts and their descriptions.

REQ: artifact-dependency-flow

When a task depends on another task, it MUST have access to that task's declared artifacts. The dependency is made explicit through the Depends on and Produces fields.

Workflow

The planning pipeline has three stages. Each can be performed by a human or an AI agent.

Diagram
graph LR
    A["Trigger<br/>(spec approved)"]
    B["Author<br/>plan"]
    C["Review &<br/>approve"]
A --&gt;|human or&lt;br/&gt;AI agent| B
B --&gt;|submit| C</pre></div>

Stage 1: Trigger

Something initiates the need for a plan:

Trigger Source
New feature spec approved spec/features/{feature}/README.md
Change request (proposal) approved spec/features/{feature}/proposals/{proposal}/
Manual request Human decides work is needed

If auto-planning is enabled in the project configuration, tooling can automatically create a Draft plan when a feature spec or proposal reaches Approved status. If disabled (the default), a human or external tool initiates plan creation explicitly.

Stage 2: Author the plan

The plan author (human or AI agent) writes the plan document following the structure defined above.

When authored by a human: Write the markdown directly. The spec tooling scaffolds the plan file and template (specscore plan new).

When authored by an AI agent: The agent receives the feature spec or approved proposal as input context, along with relevant codebase context, and produces the plan document. The agent should have access to:

  • The feature spec or approved proposal
  • Existing codebase structure (for change requests)
  • Other active plans (to avoid conflicts)
  • Project conventions

Stage 3: Review and approve

Diagram
graph LR
    A["Draft"]
    B["In Review"]
    C["Approved"]
A --&gt;|submit| B
A --&gt;|approve| C
B --&gt;|revisions&lt;br/&gt;requested| A
B --&gt;|approve| C</pre></div>

The review process transitions the plan from Draft to In Review, and upon approval sets the status to Approved and creates an approved snapshot. A plan MAY also be approved directly from Draft, skipping In Review, when no separate review step is needed. The plan remains editable after approval -- future changes are tracked through additional snapshots, and once execution begins lint --fix derives the execution-band status from task rollup.

After approval: Execution handoff

Once approved, the plan's tasks can be consumed by execution tools to generate work items. The exact mechanism depends on the orchestration tool used. For Synchestra integration, see synchestra.io.

Execution is handled by the orchestration tool, not SpecScore. The plan remains a living document during execution, with snapshots marking significant milestones.

Integration with Execution Tools

Plan tasks can be mapped to execution units (tasks, work items) by orchestration tools. SpecScore defines the plan format; execution tools consume it.

Key integration points:

  • Each plan task can carry metadata (like a task identifier) that execution tools use to create and link work items.
  • Depends on fields in the plan map to dependency relationships in the execution system.
  • Acceptance criteria from plan tasks can be copied into generated work item descriptions.

Retrospective

Once all tasks reach terminal states, a deviation report can compare planned vs actual:

  • Planned tasks vs. actual work items -- were tasks added, removed, or split?
  • Planned dependencies vs. actual execution order
  • Planned acceptance criteria vs. outcomes
  • Time estimates (if provided) vs. actual durations

The report is a learning artifact. It can be stored alongside the plan:

spec/plans/{plan-slug}/
  README.md             <- the plan
  reports/
    README.md           <- deviation report

What's Next Report

The What's Next report is an AI-generated prioritization document that surfaces what to work on next based on plan statuses, dependencies, and ROI metadata.

Location

spec/plans/WHATS-NEXT.md

Report structure

# What's Next

**Generated:** 2026-03-24
**Mode:** incremental | full

## Completed Since Last Update

- [chat-infrastructure](chat-feature/chat-infrastructure/) -- completed 2026-03-20

## In Progress

- [hero-scene](hero-scene/) -- 2/4 tasks done, no blockers

## Recommended Next

1. **[chat-workflow-engine](chat-feature/chat-workflow-engine/)** -- Impact: high,
   Effort: M. Unblocked by chat-infrastructure completion. Advances the
   highest-impact plan.
2. **[agent-skills-framework](agent-skills-framework/)** -- Impact: medium, Effort: L.
   No blockers, independent of current momentum.

### Reasoning

Brief AI explanation of prioritization -- dependency unlocks, ROI ratio,
momentum, competing priorities.

## Open Questions

(ambiguities the AI surfaced during analysis)

Update mechanism

  • Trigger: plan completion events or status transitions.
  • Incremental mode: reads previous WHATS-NEXT.md + the completion delta. Regenerates only affected sections. Minimizes token usage.
  • Full mode: scans all features, plans, and statuses. Used for initial generation or to correct incremental drift.
  • The file is committed to git after each update, providing a history of how priorities evolved over time.

Prioritization inputs

The AI considers these signals in order of priority:

  1. Explicit ROI metadata (effort/impact) when present
  2. Dependency graph -- what is newly unblocked by recent completions
  3. Momentum -- preference for advancing plans already in progress
  4. Feature status -- features closer to "stable" get a boost
  5. AI inference from plan complexity when ROI metadata is absent

Project Configuration

Planning settings are configured in the repo config file. See Repo Config.

Adherence footer

REQ: adherence-footer

Every plan document MUST end with an adherence footer per the Adherence Footer feature. The footer URL MUST be https://specscore.md/plan-specification.

Interaction with Other Features

Feature Interaction
Feature Features are the source artifacts that trigger plans. Plans list affected features; features back-reference active plans in their README.
Task A task is the atomic unit of work. A plan is a composite task -- it contains tasks. The plan feature defines the composite structure; the task feature defines the leaf node properties.
Requirement Requirements are #### REQ: subsections within a feature's Behavior section. Plan REQs define the rules for plan structure and lifecycle.
Acceptance Criteria Plan-level and task-level ACs follow the same format as feature ACs. Snapshots provide immutable references to AC state at specific points.
Scenario Scenarios in _tests/ validate plan REQs with concrete Given/When/Then flows.
Proposals A proposal (change request) is a trigger for plan creation. Approved proposals link forward to their plan; plans link back to their source proposal.
Open Questions Plan tasks may surface open questions. These follow the existing question lifecycle.
Plans Index The plans-index feature specifies the spec/plans/README.md aggregation file that lists every Plan in a repo. Plan documents conform to plan-specification; the plans-index file conforms to plans-index-specification.
Status Vocabulary The canonical source of truth for the legal Plan status values. The Plan set is Draft, In Review, Approved, Executing, Blocked, Implemented, Failed, Rejected, Withdrawn, Superseded, Deprecated; Executing (in-progress role) is a documented conscious divergence from the shared Implementing term, governed there.

Acceptance Criteria

AC: plan-document-validity

Requirements: plan#req:plan-title-format, plan#req:plan-required-sections, plan#req:required-header-fields, plan#req:source-binding

A plan document has a correctly formatted title (# Plan: {Title}), all required sections present (Summary, Approach, Tasks, Open Questions), all required header fields populated (Status, the source line, Date, Owner, Supersedes), and exactly one source declared (Source Feature, Source: idea:{slug}, or Source: none). A document that violates any of these is rejected by validation.

AC: plan-location-validity

Requirements: plan#req:plan-file, plan#req:plan-slug-format

A plan is a single slug-named Markdown file spec/plans/{slug}.md (not a directory). A plan written as a directory tree is rejected by the single-file lint contract; a flat file with a valid slug passes.

AC: status-lifecycle

Requirements: plan#req:valid-statuses, plan#req:execution-status-derived, plan#req:status-transitions

A plan's status is always one of the eleven defined values (Draft, In Review, Approved, Executing, Blocked, Implemented, Failed, Rejected, Withdrawn, Superseded, Deprecated). Prep statuses are human-authored; the execution-band statuses are derived by lint --fix from task-status rollup and are never hand-set, and lint --fix only transitions from Approved onward. Status transitions follow the defined state machine.

AC: snapshot-integrity

Requirements: plan#req:snapshot-table-format, plan#req:snapshot-actions, plan#req:snapshot-git-hash

Snapshots are recorded in a table with Date, Git Hash, Action, and Comment columns. Each snapshot references a valid git commit. Actions include approved, checkpoint, completed, and user-defined values. Snapshots provide immutable reference points without restricting plan mutability.

AC: plan-structure-constraints

Requirements: plan#req:recursive-nesting, plan#req:mixed-children, plan#req:parallel-eligibility, plan#req:task-verifies-feature-ac, plan#req:status-rollup

In the optional directory form, plans nest recursively with no artificial depth limit and tasks and sub-plans coexist at the same level; the default single-file form carries inline ### Task N: blocks. Tasks whose Depends on is none are parallel-eligible. Each task declares a **Verifies:** line mapping it to the source Feature's acceptance criteria (enforced by P-001). Once Approved, the plan's execution-band status derives from its task-status rollup via lint --fix.

AC: tasks-count

Requirements: plan#req:tasks-count

A plan carries a derived tasks_count equal to its number of direct child tasks, maintained by specscore spec lint --fix and surfaced in frontmatter. The value is never hand-authored; lint reconciles it from the actual children.

AC: cross-artifact-links

Requirements: plan#req:feature-back-reference, plan#req:proposal-forward-reference

Affected features back-reference plans in a Plans table. Proposals triggered by change requests include forward references to their plans. Bidirectional traceability is maintained.

Open Questions

  • How should plan tasks reference specific sections of a feature spec when the plan implements only part of a feature?
  • What is the exact format for the plan task reference -- should it be structured metadata (YAML frontmatter) or a markdown convention (as shown in examples)?
  • Should the deviation report be generated automatically when all tasks complete, or only on demand?
  • tasks_count migration: existing plans gain tasks_count via specscore spec lint --fix on next touch (derived, never hand-authored), so no manual backfill is required. (Source Idea: plan-granularity-improvement.)
  • This Feature was reconciled to the flat single-file model that lint actually enforces, and its status enum was expanded to the full prep/execution/disposition lifecycle realizing the Approved plan-status-lifecycle Idea. Open from that Idea: exact rollup precedence on mixed task states (encoded here as Failed > Executing > Blocked > Implemented — confirm against real implement runs); what triggers lint --fix to recompute the execution band (every lint run vs a hook vs the implement checkpoints); and whether Failed requires human acknowledgement to leave.
  • The CLI enforcement of the expanded status enum and the lint --fix execution-band derivation are not yet implemented; until then plans use the prep-band statuses (Draft/Approved) as before. (Realizing Idea: plan-status-lifecycle.)

This document follows the https://specscore.md/feature-specification

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