plannotator-setup-goal

Setup Goal

Turn an idea into a goal package at goals/<slug>/ through structured discovery, user interview, and codebase exploration.

Phases

1. Rearticulate

State back what the user wants in your own words. If the conversation already has rich context, summarize it. If the goal is bare or vague, do minimal shallow exploration of the codebase to ground your understanding. Keep it to 2-3 sentences. Wait for the user to confirm or correct before continuing.

Create goals/<slug>/ once the slug is clear. Keep working JSON files and final documents there. JSON preserves provenance and iteration state; markdown is the human-readable authoritative goal package.

Browser session patience: After launching an interview or facts command, wait until the user submits, dismisses, or asks you to stop. Do not close, kill, restart, refresh, or open a second session because the UI is idle. If a rerun is needed, wait for the previous session to end, update its working JSON file, and launch from that file.

For a vague goal with interdependent decisions, suggest an optional one-at-a-time grilling pass. Run it when requested, with a recommended answer for each question. Fold its resolved decisions into the bundle below; skip the bundle if grilling fully resolves scope.

2. Interview Bundle

Build a compact bundle of questions that can derive every outcome fact. Infer answers already clear from the request, conversation, or codebase. Only ask where the user's judgment is needed. Prefer fewer, higher-leverage questions over exhaustive confirmation.

• What the feature/change is
• Who it's for
• What problem it solves
• What behavior changes
• What success looks like
• What's in and out of scope (The most important area to determine facts)
• What edge cases to consider
• What constraints or precedent apply

If a question can be answered by exploring the codebase, explore the codebase instead of asking.

Write goals/<slug>/interview.json before showing it to the user:

{
  "stage": "interview",
  "title": "Short human-readable title",
  "goalSlug": "<slug>",
  "questions": [
    {
      "id": "scope",
      "prompt": "What should be in scope?",
      "description": "Optional clarification.",
      "answerMode": "multi-custom",
      "recommendedAnswer": "Your recommended answer.",
      "recommendedOptionIds": ["ui", "server"],
      "options": [
        { "id": "ui", "label": "UI" },
        { "id": "server", "label": "Server" }
      ],
      "required": true
    }
  ]
}

Supported answerMode values: text, single, multi, custom, single-custom, multi-custom.

Run as a monitored foreground process. Save the exact submitted JSON before continuing:

plannotator setup-goal interview goals/<slug>/interview.json --json > goals/<slug>/interview-result.json

Check the command's exit status and read the result. If dismissed, stop and report that the session was closed. Address questions, uncertainty, or skipped-question notes in chat before proceeding. A skipped question without a note is safe to omit only when non-blocking. For revisions, update interview.json and rerun after the previous session ends.

3. Fact Sheet

A fact is a simple description of each outcome of a goal. It should be easily testable and verifiable. A fact may describe the function of a specific feature or aspect of a system. A fact may determine specific UI and UX. Again, a fact is literally anything that can be tested and verified in automated or manual testing. Keep fact language simple. In a way, a fact sheet is a design spec, but less verbose & using language the human user can easily visualize & rationalize.

Prepare goals/<slug>/facts-review.json from the submitted interview. When revising, start from the existing review and result files, preserve accepted facts with "accepted": true, and retain their verification selections.

{
  "stage": "facts",
  "title": "Short human-readable title",
  "goalSlug": "<slug>",
  "facts": [
    {
      "id": "fact-1",
      "text": "The accepted fact text.",
      "accepted": false,
      "removed": false,
      "recommendedAutomatedVerification": true,
      "automatedVerification": true
    }
  ]
}

Run as a monitored foreground process and save the exact result:

plannotator setup-goal facts goals/<slug>/facts-review.json --json > goals/<slug>/facts-result.json

Check the exit status. Apply accepted, edited, and removed facts directly. If dismissed, stop. Write facts.md as a flat list of accepted facts, one per line. Write facts.meta.json preserving each accepted fact's id, final text, comment, recommendedAutomatedVerification, and automatedVerification value.

4. Plan

Explore the codebase. Discover and validate implementation paths toward each fact. Trace through code, identify files and systems involved, surface risks and unknowns. Refine until you have a confident order of operations.

Facts with automatedVerification: true require concrete automated checks unless a blocker is documented.

Write goals/<slug>/plan.md:

• Solution approach (brief)
• Ordered steps with the files/systems each touches
• Verification for each step (concrete commands or checks)
• Risks or open questions worth flagging

Gate the plan with Plannotator:

plannotator annotate goals/<slug>/plan.md --gate

If denied, revise from feedback and re-gate until approved.

5. Goal Output

Write goals/<slug>/goal.md:

• The articulated goal (1-3 sentences)
• Reference to facts.md as the shared understanding
• Reference to plan.md as the execution plan
• Done condition

Tell the user:

Done! Launch a goal with `/goal goals/<slug>/goal.md`