chore(plans): make kind=plan retirement consistent across MCP, REST, UI, skills
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Audit of the plugin + MCP surface after milestone-as-plan (T3): every path
that could still create a kind=plan task or describe the old plan-task model
is now aligned with the hard-retire decision.

- create_task (MCP + REST POST /api/tasks): reject kind=plan with a message
  pointing to start_planning. The 'plan' enum value stays valid so legacy
  plan-tasks remain readable; update paths never touch kind, so they round-trip.
- create_task / get_task docstrings: 'plan' dropped from creatable kinds;
  get_task's rules-augmentation noted as legacy-only (get_milestone for new plans).
- skills/writing-plans: rewritten for milestone-as-plan (body = design, steps =
  child tasks, get_milestone to read back).
- skills/using-scribe: "plans live in milestones via start_planning", not kind=plan.
- TaskEditorView Kind selector: offers Work/Issue; "Plan (legacy)" shown only
  when the loaded task is already kind=plan (display round-trip).
- test: create_task rejects kind=plan.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
This commit is contained in:
2026-06-14 12:31:51 -04:00
parent 1f6c592226
commit f7742173aa
6 changed files with 79 additions and 34 deletions
+3 -1
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@@ -579,8 +579,10 @@ useEditorGuards(dirty, save);
<label class="sb-label">Kind</label> <label class="sb-label">Kind</label>
<select v-model="kind" @change="markDirty" class="sb-select"> <select v-model="kind" @change="markDirty" class="sb-select">
<option value="work">Work</option> <option value="work">Work</option>
<option value="plan">Plan</option>
<option value="issue">Issue</option> <option value="issue">Issue</option>
<!-- 'plan' is retired (plans are milestones via start_planning);
offered only so legacy plan-tasks display their kind. -->
<option v-if="kind === 'plan'" value="plan">Plan (legacy)</option>
</select> </select>
</div> </div>
<div v-if="startedAt || completedAt" class="sb-timestamps"> <div v-if="startedAt || completedAt" class="sb-timestamps">
+6 -5
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@@ -30,8 +30,8 @@ This plugin makes Scribe the home for the operator's **rules, recall, and
planning** — the jobs Claude's native auto-memory would otherwise do. When the planning** — the jobs Claude's native auto-memory would otherwise do. When the
plugin is present, route those jobs to Scribe and **do not also write them to plugin is present, route those jobs to Scribe and **do not also write them to
native memory**: codify rules with `create_rule` / `create_project_rule`, native memory**: codify rules with `create_rule` / `create_project_rule`,
capture durable knowledge as Scribe notes, and keep plans in `kind=plan` tasks — capture durable knowledge as Scribe notes, and keep plans in Scribe milestones
not in `MEMORY.md` or `CLAUDE.md`. One copy, in Scribe; let any existing local (via `start_planning`) — not in `MEMORY.md` or `CLAUDE.md`. One copy, in Scribe; let any existing local
memory shrink as Scribe takes over. Don't maintain both stores in parallel. memory shrink as Scribe takes over. Don't maintain both stores in parallel.
Two constraints on *how* that's achieved: Two constraints on *how* that's achieved:
@@ -64,9 +64,10 @@ Two constraints on *how* that's achieved:
note/rule/task over creating a new one. Search first; revise what's there. note/rule/task over creating a new one. Search first; revise what's there.
4. **Plans live in Scribe.** For non-trivial work call `start_planning(project_id, 4. **Plans live in Scribe.** For non-trivial work call `start_planning(project_id,
title)` FIRST — the plan body + step checklist live in the `kind=plan` task, title)` FIRST — it creates a milestone whose `body` holds the design; each
progress goes in work-logs (`add_task_log`). Do not write plans/specs to local step is its own task under that milestone (`create_task(milestone_id=...)`),
`.md` files. progress goes in work-logs (`add_task_log`). Read it back with `get_milestone`.
Do not write plans/specs to local `.md` files.
5. **Keep state honest.** Set a task `in_progress` when you start it, `done` the 5. **Keep state honest.** Set a task `in_progress` when you start it, `done` the
moment it's complete; log progress as you go. moment it's complete; log progress as you go.
+34 -22
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@@ -1,46 +1,58 @@
--- ---
name: writing-plans name: writing-plans
description: Use before starting any non-trivial or multi-step piece of work — produce a clear plan BEFORE diving in. Triggers when the user asks you to plan, design an approach, scope an effort, or tackle work big enough to need ordered steps. The plan lives in a Scribe kind=plan task (via start_planning), not a local file. description: Use before starting any non-trivial or multi-step piece of work — produce a clear plan BEFORE diving in. Triggers when the user asks you to plan, design an approach, scope an effort, or tackle work big enough to need ordered steps. The plan lives in a Scribe milestone (via start_planning), not a local file.
--- ---
# Writing plans # Writing plans
A plan is **how** you'll execute a chunk of work — the design plus an ordered, A plan is **how** you'll execute a chunk of work — the design plus an ordered
checkable list of steps — written *before* you start, so the approach is set of steps — written *before* you start, so the approach is reviewable and the
reviewable and the work stays trackable. work stays trackable.
## Start the plan in Scribe, not a file ## Start the plan in Scribe, not a file
For non-trivial work, call **`start_planning(project_id, title)` FIRST** — For non-trivial work, call **`start_planning(project_id, title)` FIRST** —
before any design or implementation. It creates a `kind=plan` task seeded with a before any design or implementation. It creates a **milestone** (the plan
template and returns the task id plus the project's applicable rules. The plan container) seeded with a design template and returns the milestone id plus the
lives in that task: edit the body with `update_task`, record progress with project's applicable rules. The plan lives in that milestone:
`add_task_log`. **Do not** write plans or specs to local `.md` files — the task
is the record, not a file on disk. - The **design/intent** goes in the milestone `body` — edit it with
`update_milestone(milestone_id, body=...)`.
- Each **step** is its own task under the milestone — create it with
`create_task(milestone_id=<that milestone>)` and track it with status +
`add_task_log`. Steps are first-class tasks, **not** checkboxes in the body.
- Read the whole plan back with `get_milestone` (body + its step-tasks).
**Do not** write plans or specs to local `.md` files — the milestone is the
record, not a file on disk. (The old `kind=plan` task is retired; `start_planning`
no longer creates one.)
Before designing from scratch, **recall**: `search` Scribe for a related prior Before designing from scratch, **recall**: `search` Scribe for a related prior
plan or decision. Often the thinking (or half of it) already exists. plan or decision. Often the thinking (or half of it) already exists.
## What a good plan contains ## What a good plan contains
- **Goal** — what "done" looks like, and why, in a sentence or two. - **Goal** — what "done" looks like, and why, in a sentence or two (milestone body).
- **Approach** — the key design decisions and the trade-offs you chose, briefly. - **Approach** — the key design decisions and the trade-offs you chose, briefly
- **Steps** — an ordered checklist, each step small enough to verify on its own; (milestone body).
note which files/areas each touches. - **Steps** — an ordered set of step-tasks under the milestone, each small enough
to verify on its own; note which files/areas each touches.
- **Verification** — how you'll know it actually works (a test, CI, an - **Verification** — how you'll know it actually works (a test, CI, an
observable behavior), not just "it's written." observable behavior), not just "it's written."
## While executing ## While executing
- Keep the plan **honest**: tick steps as they land; record decisions, findings, - Keep the plan **honest**: drive each step-task's status (todo →
and pivots with `add_task_log` rather than silently rewriting the body. in_progress → done) as it lands; record decisions, findings, and pivots with
- If reality diverges from the plan, **update the plan** — one that no longer `add_task_log` on the relevant step rather than silently rewriting the body.
matches what you're doing is worse than none. - If reality diverges from the plan, **update the milestone body** — a design
- Set the plan task `in_progress` when you start and `done` when it's complete. that no longer matches what you're doing is worse than none. Add or re-scope
step-tasks as the work changes.
- Mark the milestone `done` when its steps are complete.
## Match depth to the work ## Match depth to the work
A two-step change deserves a two-line plan; a multi-day effort deserves A two-step change deserves a two-line plan; a multi-day effort deserves a
milestones and sub-tasks. Don't over-plan the trivial, and don't under-plan fleshed-out milestone body and several step-tasks. Don't over-plan the trivial,
something that will sprawl. The point is a shared, reviewable intent — not and don't under-plan something that will sprawl. The point is a shared,
ceremony. reviewable intent — not ceremony.
+17 -6
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@@ -63,9 +63,10 @@ async def get_task(task_id: int) -> dict:
"""Fetch a single Scribe task by ID. """Fetch a single Scribe task by ID.
Returns id, title, body, status, priority, tags, project_id, milestone_id, Returns id, title, body, status, priority, tags, project_id, milestone_id,
parent_id, parent_title, due_date, created_at, updated_at. For kind=plan parent_id, parent_title, due_date, created_at, updated_at. For legacy
tasks, the response also includes applicable_rules + subscribed_rulebooks kind=plan tasks, the response also includes applicable_rules +
from the task's project's rulebook subscriptions. subscribed_rulebooks from the task's project's rulebook subscriptions (new
plans are milestones — use get_milestone for those).
""" """
uid = current_user_id() uid = current_user_id()
note = await notes_svc.get_note(uid, task_id) note = await notes_svc.get_note(uid, task_id)
@@ -79,6 +80,8 @@ async def get_task(task_id: int) -> dict:
parent_title = parent.title parent_title = parent.title
data["parent_title"] = parent_title data["parent_title"] = parent_title
# Legacy kind=plan tasks predate milestone-as-plan; still surface their
# project's rules on read so the historical plans stay useful.
if data.get("task_kind") == "plan" and note.project_id: if data.get("task_kind") == "plan" and note.project_id:
applicable = await rulebooks_svc.get_applicable_rules( applicable = await rulebooks_svc.get_applicable_rules(
project_id=note.project_id, user_id=uid, project_id=note.project_id, user_id=uid,
@@ -116,15 +119,23 @@ async def create_task(
milestone_id: Place within a project milestone (0 = no milestone). milestone_id: Place within a project milestone (0 = no milestone).
parent_id: Make this a sub-task of another task (0 = top-level). parent_id: Make this a sub-task of another task (0 = top-level).
tags: List of plain-string tags without # prefix. tags: List of plain-string tags without # prefix.
kind: 'work' (default), 'plan', or 'issue'. An issue is corrective work — kind: 'work' (default) or 'issue'. An issue is corrective work — a
a problem you fixed or are fixing; record symptom → root cause → fix problem you fixed or are fixing; record symptom → root cause → fix
in the body. Prefer start_planning to create plans. in the body. (Plans are milestones now — call start_planning to begin
a plan; 'plan' is not a valid kind here.)
system_ids: Ids of the project's Systems (reusable subsystem/area system_ids: Ids of the project's Systems (reusable subsystem/area
objects; see list_systems / create_system) to associate this task with. objects; see list_systems / create_system) to associate this task with.
arose_from_id: For an issue, the id of the task/feature it arose from arose_from_id: For an issue, the id of the task/feature it arose from
(provenance). 0 = none. (provenance). 0 = none.
""" """
uid = current_user_id() uid = current_user_id()
if kind == "plan":
raise ValueError(
"kind=plan is retired — a plan is now a milestone. Call "
"start_planning(project_id, title) to begin a plan (it creates the "
"milestone + seeds the design), then create each step as its own "
"task with create_task(milestone_id=<that milestone>)."
)
note = await notes_svc.create_note( note = await notes_svc.create_note(
uid, uid,
title=title, title=title,
+9
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@@ -99,6 +99,15 @@ async def create_task_route():
description = data.get("description") description = data.get("description")
tags = data.get("tags", []) tags = data.get("tags", [])
# kind=plan is retired — plans are milestones now (see start_planning).
# The 'plan' enum value stays valid for legacy tasks, but new ones can't
# be created with it through any path.
if data.get("kind") == "plan":
return jsonify({
"error": "kind=plan is retired — plans are milestones. "
"Use POST /api/tasks/planning to start a plan."
}), 400
due_date = parse_iso_date(data.get("due_date"), "due_date") due_date = parse_iso_date(data.get("due_date"), "due_date")
if isinstance(due_date, tuple): if isinstance(due_date, tuple):
return due_date return due_date
+10
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@@ -113,6 +113,16 @@ async def test_create_task_passes_status():
assert mock.call_args.kwargs["status"] == "todo" assert mock.call_args.kwargs["status"] == "todo"
@pytest.mark.asyncio
async def test_create_task_rejects_retired_plan_kind():
"""kind=plan is hard-retired — plans are milestones (start_planning)."""
mock = AsyncMock()
with patch("scribe.mcp.tools.tasks.notes_svc.create_note", mock):
with pytest.raises(ValueError, match="kind=plan is retired"):
await create_task(title="x", kind="plan")
assert not mock.called # never reached the create
@pytest.mark.asyncio @pytest.mark.asyncio
async def test_create_task_priority_empty_becomes_none(): async def test_create_task_priority_empty_becomes_none():
fake = _fake_task() fake = _fake_task()