fix(instructions): stop mandating a milestone for every non-trivial task
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Four product surfaces told the agent to call start_planning FIRST for any
"non-trivial" work, while a fifth — the milestone bullet four lines up in the
same file — had the criterion right: use one when the work has an arc. The
loudest surface won, so sessions wrapped bug fixes and one-file changes in
milestones that never meant anything.

Mandating one project shape is what rule #115 forbids: some projects are
milestone-shaped, others are a flat task list and always will be.

Now the arc test is stated ONCE in full, in writing-plans, along with what to
do when there is no arc (a task, driven by status and work-logs). The other
surfaces name it and defer:

- writing-plans/SKILL.md gains a "first decide whether this work wants a plan"
  section; its frontmatter trigger is the arc, not "non-trivial"
- using-scribe reflex #4 points at the skill instead of restating it
- server.py's Plan bullet adopts the milestone bullet's own criterion
- server.py's planning paragraph drops from 11 lines to 6: it keeps the claim
  MCP instructions should make (a plan's HOME is a milestone, not a local .md)
  and drops the how, which the skill carries
- start_planning's docstring gains the when

Also removed "call start_planning FIRST — before any brainstorming, design, or
plan-writing skill runs." That was the server asserting priority over the skill
layer. Tools describe what they do; skills decide when they apply.

The structural point outlasts the wording: a surface that restates a rule is a
surface that will eventually contradict it, and nothing checks prose against
prose.

Closes #2322.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
This commit is contained in:
2026-07-31 20:39:20 -04:00
co-authored by Claude Opus 5
parent 378a4b8f99
commit 6eedb0f6b9
4 changed files with 50 additions and 27 deletions
+13 -16
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@@ -33,11 +33,12 @@ What each part is for, and when to reach for it:
- Plan: a MILESTONE acting as a plan container — HOW you'll execute a chunk of
work. The design/intent lives in the milestone `body`; each step is its own
child task (create_task(milestone_id=...)), tracked with status + work-logs —
NOT a checkbox buried in the body. Start one with start_planning when
beginning non-trivial work, before you dive in; read it back with
get_milestone (body + steps). (The old kind=plan task is retired — some
historical plan-tasks still exist and remain readable, but don't create new
ones.)
NOT a checkbox buried in the body. Create one with start_planning when the
work has an arc (same test as a milestone, above) and you want the approach
reviewable before you start; read it back with get_milestone (body + steps).
Work without an arc is a task, not a plan. (The old kind=plan task is retired
— some historical plan-tasks still exist and remain readable, but don't
create new ones.)
- Note: durable free-form knowledge — reference material, decisions, logs of
what happened.
No lifecycle, not actionable. Reach for one to CAPTURE something worth keeping.
@@ -184,17 +185,13 @@ adopting or creating — never do either silently, and never guess a project int
existence. Once a project is in scope, the enter_project handshake and the
host-memory pointer step above both apply.
A plan is a MILESTONE, and Scribe is the canonical home for it. When you begin
non-trivial work, call start_planning(project_id, title) FIRST — before any
brainstorming, design, or plan-writing skill runs. start_planning creates the
milestone, seeds its `body` with the design template, returns the project's
applicable_rules, and gives you the milestone id you'll write into. Put the
design/intent in the milestone body via update_milestone(milestone_id, body=...);
create each step as a child task with create_task(milestone_id=...) and track it
with status + add_task_log — do NOT list steps as checkboxes in the body. Read
the plan back with get_milestone (body + steps). If a habit tells you to save a
plan or spec to a local `.md` file, that's superseded here: the milestone is the
record, not a local file.
When work DOES get a plan, Scribe is the plan's canonical home: it is a
milestone (see the Plan entry above), created with start_planning and written
into with update_milestone + child tasks. If a habit tells you to save a plan or
spec to a local `.md` file, that's superseded here — the milestone is the
record, not a file on disk. Whether a given piece of work wants a plan at all is
a separate question, answered by the arc test above and by the writing-plans
skill; these instructions do not mandate one.
Deletes are recoverable: every delete_* tool moves the entity (and its
descendants) to the trash and returns a deleted_batch_id. Use list_trash() to
+6
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@@ -276,6 +276,12 @@ async def add_task_log(task_id: int, content: str) -> dict:
async def start_planning(project_id: int, title: str) -> dict:
"""Begin a plan in Scribe (the preferred home for plans — not a local .md file).
Reach for this when the work has an ARC — several steps toward one goal,
worth tracking as a unit. Work without one (a fix, a one-file change, a
question answered) is a task, not a plan: create_task, drive its status, and
record progress with add_task_log. A milestone holding a single step is
ceremony, and it leaves the project with a plan that never meant anything.
Creates a MILESTONE that IS the plan: its `body` is seeded with a design
template (Goal/Approach/Verification) under the given project, and the call
returns it together with the project's applicable Rulebook rules and brief