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Skillintermediate

feat: Add universal planning support for non-software tasks

ce:plan currently self-gates on non-software tasks because its description, trigger phrases, and workflow phases are all software-specific. This plan adds a detection stub to Phase 0 that identifies non-software tasks early and routes them to a dedicated reference file (`references/universal-planning.md`) containing a domain-agnostic planning workflow. The software path is completely unchanged.

Claude Code Knowledge Pack7/10/2026

Overview

feat: Add universal planning support for non-software tasks

Overview

ce:plan currently self-gates on non-software tasks because its description, trigger phrases, and workflow phases are all software-specific. This plan adds a detection stub to Phase 0 that identifies non-software tasks early and routes them to a dedicated reference file (references/universal-planning.md) containing a domain-agnostic planning workflow. The software path is completely unchanged.

Problem Frame

Users reach for /ce:plan for any multi-step planning — trip itineraries, study plans, team offsites. The model refuses because ce:plan's language signals software-only use. The structured thinking (ambiguity assessment, research, sequencing, dependencies) is domain-agnostic; only the current implementation is software-specific. (see origin: docs/brainstorms/2026-04-05-universal-planning-requirements.md)

Requirements Trace

  • R1. Update ce:plan YAML description and trigger phrases for non-software planning
  • R2. Detect non-software tasks early in Phase 0
  • R3. Error policy: default to software when uncertain, ask when ambiguous
  • R4. Verify ce:brainstorm doesn't self-gate (confirmed: it doesn't — no changes needed)
  • R5. Non-software path loads references/universal-planning.md, skips Phases 0.2 through 5.1 (all software-specific phases)
  • R6. Ambiguity assessment before planning
  • R7. Focused inline Q&A (~3 questions guideline)
  • R8. Quality principles guide output, not a template
  • R9. Web research capability (Phase 2 extension — not in this plan)
  • R10. Local file interaction (Phase 2 extension — not in this plan)
  • R11. Reference file extraction for token cost management
  • R12. Negligible token cost increase for software users

Scope Boundaries

  • Software planning path is NOT modified — zero changes to Phases 0.2-5.4
  • ce:brainstorm NOT modified — verified domain-agnostic, no self-gating
  • ce:work NOT modified — remains software-only
  • R9 (web research) and R10 (local files) deferred to Phase 2 extension
  • No domain-specific templates — quality principles only
  • Pipeline mode (LFG/SLFG): non-software tasks produce a stop message, not a plan

Context & Research

Relevant Code and Patterns

  • plugins/compound-engineering/skills/ce-plan/SKILL.md — 688-line skill with phased workflow (0.1-5.4). Detection inserts at Phase 0.1b (after resume, before requirements doc search).
  • plugins/compound-engineering/skills/ce-plan/references/ — existing reference files loaded via backtick paths: deepening-workflow.md (Phase 5.3), plan-handoff.md (Phase 5.4), visual-communication.md (Phase 4.4). Pattern: "read references/<file>.md for [what it contains]"
  • plugins/compound-engineering/skills/ce-brainstorm/SKILL.md — description is domain-agnostic ("Explore requirements and approaches through collaborative dialogue"). Does not self-gate.
  • plugins/compound-engineering/skills/lfg/SKILL.md — pipeline gate at step 2: "Verify that the ce:plan workflow produced a plan file in docs/plans/. If no plan file was created, run /ce:plan $ARGUMENTS again." Must handle non-software gracefully.
  • plugins/compound-engineering/skills/slfg/SKILL.md — similar pipeline, step 2 records plan path from docs/plans/.

Institutional Learnings

  • docs/solutions/skill-design/beta-skills-framework.md — Config-driven routing within a single SKILL.md was rejected due to instruction blending risk. Our approach (early detection stub that branches to a reference file) is the recommended pattern: "clear, early context-detection phase that sets the mode before instructions diverge."
  • docs/solutions/skill-design/compound-refresh-skill-improvements.md — Auto-detection of context to switch modes is unreliable; explicit arguments are safer. Mitigated by R3 error policy (default to software, ask when uncertain). Known tradeoff worth monitoring.
  • docs/solutions/skill-design/research-agent-pipeline-separation-2026-04-05.md — Don't skip research entirely for non-software tasks; substitute rather than remove. Core path defers research to Phase 2 extension.
  • docs/solutions/skill-design/git-workflow-skills-need-explicit-state-machines-2026-03-27.md — Use explicit state checks for conditional behavior, not prose-described hedging. Detection uses structured signal lists, not vague instructions.

Key Technical Decisions

  • Detection as explicit state checks, not prose: Detection uses enumerated software signals (code references, programming languages, APIs, etc.) and classifies based on presence/absence, not vague heuristic matching. This follows the state-machine learning.
  • Reference file extraction justified: The non-software workflow is ~80-100 lines of entirely different phase instructions. This exceeds the "~20% of skill content, conditional" threshold for extraction per the Plugin AGENTS.md compliance checklist.
  • Self-contained reference file: references/universal-planning.md handles its own write and handoff rather than reusing Phase 5.2 and plan-handoff.md, because the handoff options differ substantially (no ce:work, no issue creation, user-chosen file location). This duplicates ~8 lines of Proof upload logic and the file-write step. Accepted tradeoff: self-containment is simpler to maintain than conditional notes threaded through the software phases.
  • Pipeline mode stop signal: In pipeline mode, detection outputs a clear message and stops. LFG/SLFG get a one-line addition to handle this gracefully rather than retrying.
  • No ce:brainstorm changes: Verified domain-agnostic. Repo scan waste on non-software tasks is acceptable — optimizing it is a separate concern.

Open Questions

Resolved During Planning

  • Detection heuristics: Use explicit signal lists (software: code/repo/language/API/database/test references; non-software: clearly non-software domain + no software signals). Default to software when uncertain.
  • Quality principles: Actionable steps, dependency-sequenced, time-aware, resource-identified, contingency-aware, appropriately detailed, domain-appropriate format.
  • ce:brainstorm self-gating: Confirmed domain-agnostic. No changes needed.
  • LFG/SLFG contract: ce:plan outputs a stop message; LFG/SLFG get a note to handle non-software gracefully.
  • Plan file location: User-chosen via prompt (docs/plans/ if exists, CWD, /tmp, or custom).

Deferred to Implementation

  • Exact detection wording: The signal lists are defined but exact phrasing will be refined during implementation to avoid instruction blending.
  • Quality principle effectiveness: May need tuning after manual testing with diverse non-software prompts.
  • Research opt-in UX (Phase 2 extension): When the non-software path determines external research would improve the plan, prompt the user before dispatching — don't auto-research. This keeps token cost under user control. Frame as: "I think researching [topics] would improve this plan. Want me to look into it?"
  • Haiku model for research agents (Phase 2 extension): When running in Claude Code, dispatch web research sub-agents with model: "haiku". Web search and result synthesis don't need Opus-level reasoning. This significantly reduces the 15x token overhead documented in Anthropic's multi-agent research system patterns. The Agent tool's model parameter supports this directly.
  • Research decomposition pattern (Phase 2 extension): Per Anthropic's multi-agent research findings, decompose the planning goal into 2-5 independent research questions and dispatch parallel web searches rather than sequential queries. Scale research depth to task complexity (0 searches for simple tasks, 2-3 for medium, 5+ for complex). Start with broad queries, narrow based on findings.

Implementation Units

  • Unit 1: Update ce:plan YAML frontmatter

Goal: Update the skill description and argument-hint to include non-software planning triggers so the model routes non-software requests to ce:plan.

Requirements: R1

Dependencies: None

Files:

  • Modify: plugins/compound-engineering/skills/ce-plan/SKILL.md (lines 1-4, YAML frontmatter)

Approach:

  • Update description to include non-software planning triggers. Keep software triggers intact; add non-software ones alongside.
  • Routing boundary with ce:brainstorm: ce:plan is for structuring an already-decided task into an actionable plan; ce:brainstorm is for exploring what to do when uncertain. Include this distinction in trigger phrasing — e.g., ce:plan triggers on "plan this", "break this down", "create a plan for [specific goal]"; ce:brainstorm triggers on "help me think through", "what should we build", "I'm not sure about scope."
  • Update argument-hint to include non-software examples.
  • Keep the description concise — avoid making it so broad that the model over-routes to ce:plan. Include a negative signal where natural (e.g., "for exploratory or ambiguous requests, prefer ce:brainstorm first" — already present, keep it).

Patterns to follow:

  • ce:brainstorm's description style: domain-agnostic framing with specific trigger phrases

Test scenarios:

  • Happy path: /ce:plan a 3 day trip to Disney World triggers ce:plan (previously would not)
  • Happy path: /ce:plan plan the auth refactor still triggers ce:plan (no regression)
  • Edge case: Conversational "help me plan my team offsite" — model should consider ce:plan as a candidate (not just ce:brainstorm)

Verification:

  • Description includes both software and non-software trigger phrases
  • Argument-hint includes a non-software example

  • Unit 2: Add detection stub to ce:plan SKILL.md

Goal: Insert a non-software detection phase (0.1b) after the resume check (0.1) and before requirements doc search (0.2) that classifies the task and branches to the non-software path when appropriate.

Requirements: R2, R3, R11, R12, pipeline scope boundary

Dependencies: Unit 3 (the reference file must exist for the detection stub to function in testing, though the SKILL.md edit can be written first)

Files:

  • Modify: plugins/compound-engineering/skills/ce-plan/SKILL.md (insert new section after Phase 0.1, ~line 75)

Approach:

  • New section #### 0.1b Detect Non-Software Task placed between Phase 0.1 (resume) and Phase 0.2 (find upstream requirements doc)
  • Resume/deepen interaction: If Phase 0.1 identified an existing plan with domain: non-software in frontmatter, route to references/universal-planning.md for editing/deepening instead of short-circuiting to Phase 5.3. The domain frontmatter field is the authoritative signal, not re-classification of the user's input.
  • Enumerate software signals and non-software signals as explicit lists (state-machine pattern from learnings). Distinguish task-type from topic-domain: the signal is "does the task involve building/modifying/architecting software" not "does the task mention software topics." A study guide about Rust is non-software; a Rust library refactor is software.
  • When non-software detected in interactive mode: instruct to read references/universal-planning.md and follow that workflow, skipping all subsequent software phases
  • When non-software detected in pipeline mode: output a stop message explaining LFG/SLFG don't support non-software, and stop. Use the same pipeline detection pattern as Phases 5.2/5.3: "If invoked from an automated workflow such as LFG, SLFG, or any disable-model-invocation context."
  • When uncertain: default to software path, or ask the user if genuinely ambiguous
  • Target: ~20-25 lines of SKILL.md content (slightly larger due to resume handling and task-vs-topic distinction)

Patterns to follow:

  • Existing reference file loading pattern: "read references/deepening-workflow.md for..." (ce:plan SKILL.md line 681)
  • State-machine detection pattern from docs/solutions/skill-design/git-workflow-skills-need-explicit-state-machines-2026-03-27.md

Test scenarios:

  • Happy path: "plan a 3 day Disney trip" → detects non-software, loads reference file
  • Happy path: "plan the database migration for multi-tenancy" → detects software, continues normal flow
  • Edge case: "plan a migration" with no other context → uncertain, asks user or defaults to software
  • Edge case: "create a study guide for learning Rust" → non-software task despite mentioning a programming language. The task is producing educational content, not building/modifying software. Should route to non-software path.
  • Edge case: "refactor the Rust authentication module" → software task. The task involves modifying code.
  • Error path: Pipeline mode + non-software task → outputs stop message, does not write a plan file
  • Integration: Software task after detection stub → Phases 0.2-5.4 proceed identically to before (no regression)

Verification:

  • Software tasks pass through detection with zero behavioral change
  • Non-software tasks route to references/universal-planning.md
  • Pipeline mode + non-software produces a stop message
  • Detection stub is ~15-20 lines (negligible token cost per R12)

  • Unit 3: Create references/universal-planning.md

Goal: Write the non-software planning workflow that replaces the software-specific phases. Contains ambiguity assessment, focused Q&A, quality principles, file location prompt, and handoff.

Requirements: R5, R6, R7, R8

Dependencies: Unit 2 (detection stub references this file)

Files:

  • Create: plugins/compound-engineering/skills/ce-plan/references/universal-planning.md

Approach:

  • Self-contained workflow with 5 steps: (1) assess ambiguity, (2) focused Q&A if needed, (3) structure the plan using quality principles, (4) prompt for file location, (5) write file and present handoff options. Research capability (R9) is added in Phase 2 when implemented — no placeholder step in v1.
  • Quality principles defined inline: actionable steps, dependency-sequenced, time-aware, resource-identified, contingency-aware, appropriately detailed, domain-appropriate format, research-aware (when the model lacks domain knowledge, offer to research before planning — prompt user first, don't auto-research)
  • File location prompt: docs/plans/ (if exists), CWD, /tmp, or custom path. Use platform's question tool.
  • Handoff options: open in editor, share to Proof, done. NO ce:work (software-only) or issue creation.
  • Frontmatter for non-software plans: title, status, date, and domain: non-software. Omit type, origin, deepened. The domain field serves as a marker for resume/deepen flows and downstream consumers (LFG gate, ce:work) to recognize non-software plans.
  • Filename convention: YYYY-MM-DD-<descriptive-name>-plan.md (no sequence number or type prefix)
  • Target: ~80-