Add Plan Mode to replace TODO system
Plan Mode is a cognitive forcing system that requires reasoning about: - Happy path - Negative case - Boundary condition New tools: - plan_read: Read current plan for session - plan_write: Create/update plan with YAML content (validates structure) - plan_approve: Mark current revision as approved New command: - /feature <description>: Start Plan Mode for a new feature Plan schema requires: - plan_id, revision, approved_revision - items with id, description, state, touches, checks (happy/negative/boundary) - evidence and notes required when marking items done Verification: - plan_verify() called automatically when all items are done/blocked Removed: - todo_read, todo_write tools - todo.rs module and related tests
This commit is contained in:
Dhanji R. Prasanna
674
crates/g3-core/src/tools/plan.rs
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674
crates/g3-core/src/tools/plan.rs
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@@ -0,0 +1,674 @@
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//! Plan Mode - Structured task planning with cognitive forcing.
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//!
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//! This module implements Plan Mode, which replaces the TODO system with a
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//! checklist-style plan that forces reasoning about:
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//! - Happy path
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//! - Negative case
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//! - Boundary condition
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//!
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//! A task is done ONLY when all plan items are satisfied with evidence.
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use anyhow::{anyhow, Result};
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use serde::{Deserialize, Serialize};
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use std::fmt;
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use std::path::PathBuf;
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use tracing::debug;
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use crate::paths::{ensure_session_dir, get_session_logs_dir};
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use crate::ui_writer::UiWriter;
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use crate::ToolCall;
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use super::executor::ToolContext;
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// ============================================================================
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// Plan Schema
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// ============================================================================
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/// State of a plan item.
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#[derive(Debug, Clone, Copy, PartialEq, Eq, Serialize, Deserialize, Default)]
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#[serde(rename_all = "lowercase")]
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pub enum PlanState {
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#[default]
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Todo,
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Doing,
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Done,
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Blocked,
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}
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impl fmt::Display for PlanState {
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fn fmt(&self, f: &mut fmt::Formatter<'_>) -> fmt::Result {
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match self {
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PlanState::Todo => write!(f, "todo"),
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PlanState::Doing => write!(f, "doing"),
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PlanState::Done => write!(f, "done"),
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PlanState::Blocked => write!(f, "blocked"),
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}
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}
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}
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impl std::str::FromStr for PlanState {
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type Err = anyhow::Error;
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fn from_str(s: &str) -> Result<Self, Self::Err> {
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match s.to_lowercase().as_str() {
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"todo" => Ok(PlanState::Todo),
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"doing" => Ok(PlanState::Doing),
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"done" => Ok(PlanState::Done),
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"blocked" => Ok(PlanState::Blocked),
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_ => Err(anyhow!("Invalid plan state: {}", s)),
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}
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}
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}
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/// A check with description and target.
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#[derive(Debug, Clone, Serialize, Deserialize, Default)]
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pub struct Check {
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/// Description of what this check verifies
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pub desc: String,
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/// Target module/function/file this check applies to
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pub target: String,
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}
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impl Check {
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pub fn new(desc: impl Into<String>, target: impl Into<String>) -> Self {
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Self {
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desc: desc.into(),
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target: target.into(),
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}
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}
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/// Validate that the check has required fields.
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pub fn validate(&self) -> Result<()> {
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if self.desc.trim().is_empty() {
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return Err(anyhow!("Check description cannot be empty"));
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}
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if self.target.trim().is_empty() {
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return Err(anyhow!("Check target cannot be empty"));
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}
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Ok(())
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}
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}
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/// The three required checks for each plan item.
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#[derive(Debug, Clone, Serialize, Deserialize, Default)]
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pub struct Checks {
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/// Happy path check - normal successful operation
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pub happy: Check,
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/// Negative case check - error handling, invalid input
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pub negative: Check,
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/// Boundary condition check - edge cases, limits
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pub boundary: Check,
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}
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impl Checks {
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/// Validate all three checks.
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pub fn validate(&self) -> Result<()> {
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self.happy.validate().map_err(|e| anyhow!("happy check: {}", e))?;
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self.negative.validate().map_err(|e| anyhow!("negative check: {}", e))?;
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self.boundary.validate().map_err(|e| anyhow!("boundary check: {}", e))?;
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Ok(())
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}
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}
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/// A single item in the plan.
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#[derive(Debug, Clone, Serialize, Deserialize)]
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pub struct PlanItem {
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/// Stable identifier (e.g., "I1", "I2")
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pub id: String,
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/// What will be done
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pub description: String,
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/// Current state
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pub state: PlanState,
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/// Paths/modules this affects
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pub touches: Vec<String>,
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/// The three required checks
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pub checks: Checks,
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/// Evidence when done (file:line, test names, snippets)
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#[serde(default, skip_serializing_if = "Vec::is_empty")]
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pub evidence: Vec<String>,
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/// Short explanation including implementation nuances
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#[serde(default, skip_serializing_if = "Option::is_none")]
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pub notes: Option<String>,
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}
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impl PlanItem {
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/// Create a new plan item with required fields.
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pub fn new(
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id: impl Into<String>,
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description: impl Into<String>,
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touches: Vec<String>,
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checks: Checks,
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) -> Self {
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Self {
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id: id.into(),
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description: description.into(),
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state: PlanState::Todo,
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touches,
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checks,
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evidence: Vec::new(),
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notes: None,
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}
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}
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/// Validate the plan item structure.
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pub fn validate(&self) -> Result<()> {
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if self.id.trim().is_empty() {
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return Err(anyhow!("Item id cannot be empty"));
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}
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if self.description.trim().is_empty() {
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return Err(anyhow!("Item description cannot be empty"));
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}
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if self.touches.is_empty() {
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return Err(anyhow!("Item must specify at least one path/module in 'touches'"));
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}
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self.checks.validate().map_err(|e| anyhow!("Item '{}': {}", self.id, e))?;
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// If done, must have evidence and notes
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if self.state == PlanState::Done {
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if self.evidence.is_empty() {
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return Err(anyhow!(
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"Item '{}' is marked done but has no evidence",
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self.id
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));
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}
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if self.notes.as_ref().map(|n| n.trim().is_empty()).unwrap_or(true) {
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return Err(anyhow!(
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"Item '{}' is marked done but has no notes",
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self.id
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));
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}
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}
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Ok(())
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}
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/// Check if this item is terminal (done or blocked).
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pub fn is_terminal(&self) -> bool {
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matches!(self.state, PlanState::Done | PlanState::Blocked)
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}
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}
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/// A complete plan with metadata and items.
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#[derive(Debug, Clone, Serialize, Deserialize)]
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pub struct Plan {
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/// Unique identifier for this plan
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pub plan_id: String,
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/// Current revision number (increments on each write)
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pub revision: u32,
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/// The revision that was approved (None if not yet approved)
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#[serde(default, skip_serializing_if = "Option::is_none")]
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pub approved_revision: Option<u32>,
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/// The plan items
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pub items: Vec<PlanItem>,
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}
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impl Plan {
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/// Create a new plan with the given ID.
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pub fn new(plan_id: impl Into<String>) -> Self {
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Self {
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plan_id: plan_id.into(),
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revision: 1,
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approved_revision: None,
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items: Vec::new(),
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}
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}
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/// Check if the plan has been approved.
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pub fn is_approved(&self) -> bool {
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self.approved_revision.is_some()
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}
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/// Approve the current revision.
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pub fn approve(&mut self) {
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self.approved_revision = Some(self.revision);
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}
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/// Check if all items are terminal (done or blocked).
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pub fn is_complete(&self) -> bool {
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!self.items.is_empty() && self.items.iter().all(|item| item.is_terminal())
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}
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/// Validate the entire plan structure.
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pub fn validate(&self) -> Result<()> {
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if self.plan_id.trim().is_empty() {
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return Err(anyhow!("Plan ID cannot be empty"));
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}
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if self.items.is_empty() {
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return Err(anyhow!("Plan must have at least one item"));
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}
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if self.items.len() > 7 {
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// Warn but don't fail - this is a guideline
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debug!("Plan has {} items (recommended max is 7)", self.items.len());
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}
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// Check for duplicate IDs
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let mut seen_ids = std::collections::HashSet::new();
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for item in &self.items {
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if !seen_ids.insert(&item.id) {
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return Err(anyhow!("Duplicate item ID: {}", item.id));
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}
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item.validate()?;
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}
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Ok(())
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}
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/// Get a summary of the plan status.
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pub fn status_summary(&self) -> String {
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let total = self.items.len();
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let done = self.items.iter().filter(|i| i.state == PlanState::Done).count();
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let doing = self.items.iter().filter(|i| i.state == PlanState::Doing).count();
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let blocked = self.items.iter().filter(|i| i.state == PlanState::Blocked).count();
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let todo = self.items.iter().filter(|i| i.state == PlanState::Todo).count();
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let approved_str = if let Some(rev) = self.approved_revision {
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format!(" (approved at rev {})", rev)
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} else {
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" (NOT APPROVED)".to_string()
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};
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format!(
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"Plan '{}' rev {}{}: {}/{} done, {} doing, {} blocked, {} todo",
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self.plan_id, self.revision, approved_str, done, total, doing, blocked, todo
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)
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}
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}
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// ============================================================================
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// Plan Storage
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// ============================================================================
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/// Get the path to the plan.g3.md file for a session.
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pub fn get_plan_path(session_id: &str) -> PathBuf {
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get_session_logs_dir(session_id).join("plan.g3.md")
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}
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/// Read a plan from the session's plan.g3.md file.
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pub fn read_plan(session_id: &str) -> Result<Option<Plan>> {
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let path = get_plan_path(session_id);
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if !path.exists() {
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return Ok(None);
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}
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let content = std::fs::read_to_string(&path)?;
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// Extract YAML from markdown code block
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let yaml_content = extract_yaml_from_markdown(&content)?;
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let plan: Plan = serde_yaml::from_str(&yaml_content)?;
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Ok(Some(plan))
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}
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/// Write a plan to the session's plan.g3.md file.
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pub fn write_plan(session_id: &str, plan: &Plan) -> Result<()> {
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// Validate before writing
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plan.validate()?;
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let _ = ensure_session_dir(session_id)?;
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let path = get_plan_path(session_id);
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// Format as markdown with YAML code block
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let content = format_plan_as_markdown(plan);
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std::fs::write(&path, content)?;
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Ok(())
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}
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/// Extract YAML content from a markdown file with ```yaml code block.
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fn extract_yaml_from_markdown(content: &str) -> Result<String> {
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// Look for ```yaml ... ``` block
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let start_marker = "```yaml";
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let end_marker = "```";
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if let Some(start_idx) = content.find(start_marker) {
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let yaml_start = start_idx + start_marker.len();
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if let Some(end_idx) = content[yaml_start..].find(end_marker) {
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let yaml = content[yaml_start..yaml_start + end_idx].trim();
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return Ok(yaml.to_string());
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}
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}
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// If no code block, try parsing the whole content as YAML
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Ok(content.to_string())
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}
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/// Format a plan as markdown with embedded YAML.
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fn format_plan_as_markdown(plan: &Plan) -> String {
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let yaml = serde_yaml::to_string(plan).unwrap_or_else(|_| "# Error serializing plan".to_string());
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let mut md = String::new();
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md.push_str(&format!("# Plan: {}\n\n", plan.plan_id));
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md.push_str(&format!("**Status**: {}\n\n", plan.status_summary()));
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md.push_str("## Plan Data\n\n");
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md.push_str("```yaml\n");
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md.push_str(&yaml);
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md.push_str("```\n");
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md
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}
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// ============================================================================
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// Plan Verification
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// ============================================================================
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/// Verify a completed plan. Called by the agent loop when all items are done/blocked.
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///
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/// This is a placeholder that prints the plan contents.
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/// In the future, this could perform additional validation.
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pub fn plan_verify(plan: &Plan) {
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println!("\n{}", "=".repeat(60));
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println!("PLAN VERIFY CALLED");
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println!("{}", "=".repeat(60));
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println!("Plan ID: {}", plan.plan_id);
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println!("Revision: {}", plan.revision);
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println!("Approved: {:?}", plan.approved_revision);
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println!("Status: {}", plan.status_summary());
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println!();
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for item in &plan.items {
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println!("[{}] {} - {}", item.id, item.state, item.description);
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println!(" Touches: {:?}", item.touches);
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println!(" Checks:");
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println!(" Happy: {} -> {}", item.checks.happy.desc, item.checks.happy.target);
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println!(" Negative: {} -> {}", item.checks.negative.desc, item.checks.negative.target);
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println!(" Boundary: {} -> {}", item.checks.boundary.desc, item.checks.boundary.target);
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if !item.evidence.is_empty() {
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println!(" Evidence:");
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for e in &item.evidence {
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println!(" - {}", e);
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}
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}
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if let Some(notes) = &item.notes {
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println!(" Notes: {}", notes);
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}
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println!();
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}
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println!("{}\n", "=".repeat(60));
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}
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// ============================================================================
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// Tool Implementations
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// ============================================================================
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/// Execute the `plan_read` tool.
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pub async fn execute_plan_read<W: UiWriter>(
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_tool_call: &ToolCall,
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ctx: &mut ToolContext<'_, W>,
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) -> Result<String> {
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debug!("Processing plan_read tool call");
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let session_id = match ctx.session_id {
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Some(id) => id,
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None => return Ok("❌ No active session - plans are session-scoped.".to_string()),
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};
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match read_plan(session_id)? {
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Some(plan) => {
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let yaml = serde_yaml::to_string(&plan)?;
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Ok(format!(
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"📋 {}\n\n```yaml\n{}```",
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plan.status_summary(),
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yaml
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))
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}
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None => Ok("📋 No plan exists for this session. Use plan_write to create one.".to_string()),
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}
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}
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/// Execute the `plan_write` tool.
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pub async fn execute_plan_write<W: UiWriter>(
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tool_call: &ToolCall,
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ctx: &mut ToolContext<'_, W>,
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) -> Result<String> {
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debug!("Processing plan_write tool call");
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let session_id = match ctx.session_id {
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Some(id) => id,
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None => return Ok("❌ No active session - plans are session-scoped.".to_string()),
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};
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// Get the plan content from args
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let plan_yaml = match tool_call.args.get("plan").and_then(|v| v.as_str()) {
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Some(p) => p,
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None => return Ok("❌ Missing 'plan' argument. Provide the plan as YAML.".to_string()),
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};
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// Parse the YAML
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let mut plan: Plan = match serde_yaml::from_str(plan_yaml) {
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Ok(p) => p,
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Err(e) => return Ok(format!("❌ Invalid plan YAML: {}", e)),
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};
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// Load existing plan to preserve approved_revision and increment revision
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if let Some(existing) = read_plan(session_id)? {
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// Preserve approved_revision from existing plan
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plan.approved_revision = existing.approved_revision;
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// Increment revision
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plan.revision = existing.revision + 1;
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// If plan was approved, ensure checks are not removed
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if existing.is_approved() {
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// Verify all existing item IDs still exist
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for existing_item in &existing.items {
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if !plan.items.iter().any(|i| i.id == existing_item.id) {
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return Ok(format!(
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"❌ Cannot remove item '{}' from approved plan. Items can only be marked blocked, not removed.",
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existing_item.id
|
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));
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}
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}
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}
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}
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// Validate the plan
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if let Err(e) = plan.validate() {
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return Ok(format!("❌ Plan validation failed: {}", e));
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}
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|
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// Write the plan
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if let Err(e) = write_plan(session_id, &plan) {
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return Ok(format!("❌ Failed to write plan: {}", e));
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}
|
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// Check if plan is now complete and trigger verification
|
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if plan.is_complete() && plan.is_approved() {
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||||
plan_verify(&plan);
|
||||
}
|
||||
|
||||
Ok(format!("✅ Plan updated: {}", plan.status_summary()))
|
||||
}
|
||||
|
||||
/// Execute the `plan_approve` tool.
|
||||
pub async fn execute_plan_approve<W: UiWriter>(
|
||||
_tool_call: &ToolCall,
|
||||
ctx: &mut ToolContext<'_, W>,
|
||||
) -> Result<String> {
|
||||
debug!("Processing plan_approve tool call");
|
||||
|
||||
let session_id = match ctx.session_id {
|
||||
Some(id) => id,
|
||||
None => return Ok("❌ No active session - plans are session-scoped.".to_string()),
|
||||
};
|
||||
|
||||
// Load existing plan
|
||||
let mut plan = match read_plan(session_id)? {
|
||||
Some(p) => p,
|
||||
None => return Ok("❌ No plan exists to approve. Use plan_write first.".to_string()),
|
||||
};
|
||||
|
||||
if plan.is_approved() {
|
||||
return Ok(format!(
|
||||
"ℹ️ Plan already approved at revision {}. Current revision: {}",
|
||||
plan.approved_revision.unwrap(),
|
||||
plan.revision
|
||||
));
|
||||
}
|
||||
|
||||
// Approve the plan
|
||||
plan.approve();
|
||||
|
||||
// Write back
|
||||
if let Err(e) = write_plan(session_id, &plan) {
|
||||
return Ok(format!("❌ Failed to save approved plan: {}", e));
|
||||
}
|
||||
|
||||
Ok(format!(
|
||||
"✅ Plan approved at revision {}. You may now begin implementation.",
|
||||
plan.revision
|
||||
))
|
||||
}
|
||||
|
||||
#[cfg(test)]
|
||||
mod tests {
|
||||
use super::*;
|
||||
|
||||
fn make_test_check() -> Check {
|
||||
Check::new("Test description", "test::target")
|
||||
}
|
||||
|
||||
fn make_test_checks() -> Checks {
|
||||
Checks {
|
||||
happy: make_test_check(),
|
||||
negative: make_test_check(),
|
||||
boundary: make_test_check(),
|
||||
}
|
||||
}
|
||||
|
||||
fn make_test_item(id: &str) -> PlanItem {
|
||||
PlanItem::new(
|
||||
id,
|
||||
"Test item description",
|
||||
vec!["src/test.rs".to_string()],
|
||||
make_test_checks(),
|
||||
)
|
||||
}
|
||||
|
||||
#[test]
|
||||
fn test_plan_state_display() {
|
||||
assert_eq!(PlanState::Todo.to_string(), "todo");
|
||||
assert_eq!(PlanState::Doing.to_string(), "doing");
|
||||
assert_eq!(PlanState::Done.to_string(), "done");
|
||||
assert_eq!(PlanState::Blocked.to_string(), "blocked");
|
||||
}
|
||||
|
||||
#[test]
|
||||
fn test_plan_state_from_str() {
|
||||
assert_eq!("todo".parse::<PlanState>().unwrap(), PlanState::Todo);
|
||||
assert_eq!("DOING".parse::<PlanState>().unwrap(), PlanState::Doing);
|
||||
assert_eq!("Done".parse::<PlanState>().unwrap(), PlanState::Done);
|
||||
assert!("invalid".parse::<PlanState>().is_err());
|
||||
}
|
||||
|
||||
#[test]
|
||||
fn test_check_validation() {
|
||||
let valid = Check::new("desc", "target");
|
||||
assert!(valid.validate().is_ok());
|
||||
|
||||
let empty_desc = Check::new("", "target");
|
||||
assert!(empty_desc.validate().is_err());
|
||||
|
||||
let empty_target = Check::new("desc", "");
|
||||
assert!(empty_target.validate().is_err());
|
||||
}
|
||||
|
||||
#[test]
|
||||
fn test_plan_item_validation() {
|
||||
let item = make_test_item("I1");
|
||||
assert!(item.validate().is_ok());
|
||||
|
||||
// Done item without evidence should fail
|
||||
let mut done_item = make_test_item("I2");
|
||||
done_item.state = PlanState::Done;
|
||||
assert!(done_item.validate().is_err());
|
||||
|
||||
// Done item with evidence but no notes should fail
|
||||
done_item.evidence = vec!["src/test.rs:42".to_string()];
|
||||
assert!(done_item.validate().is_err());
|
||||
|
||||
// Done item with evidence and notes should pass
|
||||
done_item.notes = Some("Implementation notes".to_string());
|
||||
assert!(done_item.validate().is_ok());
|
||||
}
|
||||
|
||||
#[test]
|
||||
fn test_plan_validation() {
|
||||
let mut plan = Plan::new("test-plan");
|
||||
|
||||
// Empty plan should fail
|
||||
assert!(plan.validate().is_err());
|
||||
|
||||
// Plan with item should pass
|
||||
plan.items.push(make_test_item("I1"));
|
||||
assert!(plan.validate().is_ok());
|
||||
|
||||
// Duplicate IDs should fail
|
||||
plan.items.push(make_test_item("I1"));
|
||||
assert!(plan.validate().is_err());
|
||||
}
|
||||
|
||||
#[test]
|
||||
fn test_plan_is_complete() {
|
||||
let mut plan = Plan::new("test");
|
||||
plan.items.push(make_test_item("I1"));
|
||||
plan.items.push(make_test_item("I2"));
|
||||
|
||||
assert!(!plan.is_complete());
|
||||
|
||||
plan.items[0].state = PlanState::Done;
|
||||
plan.items[0].evidence = vec!["test".to_string()];
|
||||
plan.items[0].notes = Some("notes".to_string());
|
||||
assert!(!plan.is_complete());
|
||||
|
||||
plan.items[1].state = PlanState::Blocked;
|
||||
assert!(plan.is_complete());
|
||||
}
|
||||
|
||||
#[test]
|
||||
fn test_plan_approval() {
|
||||
let mut plan = Plan::new("test");
|
||||
plan.items.push(make_test_item("I1"));
|
||||
|
||||
assert!(!plan.is_approved());
|
||||
assert_eq!(plan.approved_revision, None);
|
||||
|
||||
plan.approve();
|
||||
assert!(plan.is_approved());
|
||||
assert_eq!(plan.approved_revision, Some(1));
|
||||
}
|
||||
|
||||
#[test]
|
||||
fn test_yaml_extraction() {
|
||||
let md = r#"# Plan: test
|
||||
|
||||
**Status**: ...
|
||||
|
||||
## Plan Data
|
||||
|
||||
```yaml
|
||||
plan_id: test
|
||||
revision: 1
|
||||
items: []
|
||||
```
|
||||
"#;
|
||||
|
||||
let yaml = extract_yaml_from_markdown(md).unwrap();
|
||||
assert!(yaml.contains("plan_id: test"));
|
||||
}
|
||||
|
||||
#[test]
|
||||
fn test_plan_serialization_roundtrip() {
|
||||
let mut plan = Plan::new("test-plan");
|
||||
plan.items.push(make_test_item("I1"));
|
||||
plan.approve();
|
||||
|
||||
let yaml = serde_yaml::to_string(&plan).unwrap();
|
||||
let parsed: Plan = serde_yaml::from_str(&yaml).unwrap();
|
||||
|
||||
assert_eq!(parsed.plan_id, plan.plan_id);
|
||||
assert_eq!(parsed.revision, plan.revision);
|
||||
assert_eq!(parsed.approved_revision, plan.approved_revision);
|
||||
assert_eq!(parsed.items.len(), plan.items.len());
|
||||
}
|
||||
}
|
||||
Reference in New Issue
Block a user