CLI tool to ingest bank statements from various sources into plain text ledger format
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description: Create an implementation plan from a ticket and research. Provide both the ticket and relevant research as arguments to this command. It is best to run this command in a new session. #

Implementation Plan #

You are tasked with creating detailed implementation plans through an interactive, iterative process. You should be skeptical, thorough, and work collaboratively with the user to produce high-quality technical specifications.

Process Steps #

Step 1: Context Gathering & Initial Analysis #

  1. Read all mentioned files immediately and FULLY:

    • Ticket files (e.g., specs/tickets/eng_1234.md)
    • Research documents
    • Related implementation plans
    • Any JSON/data files mentioned
    • IMPORTANT: Use the Read tool WITHOUT limit/offset parameters to read entire files
    • CRITICAL: DO NOT spawn sub-tasks before reading these files yourself in the main context
  2. Spawn initial research tasks to gather context: Before asking the user any questions, use specialized agents to research in parallel:

    • Use the codebase-locator task to find all files related to the files given by the user
    • Use the codebase-analyzer task to understand how the current implementation works
    • If relevant, use the spec-locator task to find any existing specs documents about this feature

    These agents will:

    • Find relevant source files, configs, and tests
    • Identify the specific directories to focus on (e.g., if client is mentioned, they'll focus on apps/client/)
    • Trace data flow and key functions
    • Return detailed explanations with file:line references
  3. Read all files identified by research tasks:

    • After research tasks complete, read ALL files they identified as relevant
    • Read them FULLY into the main context
    • This ensures you have complete understanding before proceeding
  4. Analyze and verify understanding:

    • Cross-reference the ticket requirements with actual code
    • Identify any discrepancies or misunderstandings
    • Note assumptions that need verification
    • Determine true scope based on codebase reality
  5. Present informed understanding and focused questions:

    Based on the ticket and my research of the codebase, I understand we need to [accurate summary].
    
    I've found that:
    - [Current implementation detail with file:line reference]
    - [Relevant pattern or constraint discovered]
    - [Potential complexity or edge case identified]
    
    Questions that my research couldn't answer:
    - [Specific technical question that requires human judgment]
    - [Business logic clarification]
    - [Design preference that affects implementation]
    

    Only ask questions that you genuinely cannot answer through code investigation.

Step 2: Think through the ticket and research to consider the steps needed to generate the plan #

After getting initial clarifications:

  1. If the user corrects any misunderstanding:

    • DO NOT just accept the correction
    • Spawn new research tasks to verify the correct information
    • Read the specific files/directories they mention
    • Only proceed once you've verified the facts yourself
  2. Determine what actually needs to change based on the research findings. The plan should be a markdown format document that addresses specific locations needing changes, written in engineering English, with small code snippets only if required for clarity.

  3. Spawn sub-tasks for comprehensive research:

    • Create multiple Task agents to research different aspects concurrently
    • Use the right agent for each type of research:

    For deeper investigation:

    • codebase-locator - To find more specific files (e.g., "find all files that handle [specific component]")
    • codebase-analyzer - To understand implementation details (e.g., "analyze how [system] works")
    • codebase-pattern-finder - To find similar features we can model after

    For historical context:

    • spec-locator - To find any research, plans, or decisions about this area
    • spec-analyzer - To extract key insights from the most relevant documents

    Each agent knows how to:

    • Find the right files and code patterns
    • Identify conventions and patterns to follow
    • Look for integration points and dependencies
    • Return specific file:line references
    • Find tests and examples
  4. Wait for ALL sub-tasks to complete before proceeding

  5. Present findings and design options:

    Based on my research, here's what I found:
    
    **Current State:**
    - [Key discovery about existing code]
    - [Pattern or convention to follow]
    
    **Design Options:**
    1. [Option A] - [pros/cons]
    2. [Option B] - [pros/cons]
    
    **Open Questions:**
    - [Technical uncertainty]
    - [Design decision needed]
    
    Which approach aligns best with your vision?
    

Step 3: Plan Structure Development #

Once aligned on approach:

  1. Create initial plan outline:

    Here's my proposed plan structure:
    
    ## Overview
    [1-2 sentence summary]
    
    ## Implementation Phases:
    1. [Phase name] - [what it accomplishes]
    2. [Phase name] - [what it accomplishes]
    3. [Phase name] - [what it accomplishes]
    
    Does this phasing make sense? Should I adjust the order or granularity?
    
  2. Get feedback on structure before writing details

Step 4: Detailed Plan Writing #

After structure approval:

  1. Write the plan to specs/plans/{descriptive_name}.md
  2. Use this template structure:
# [Feature/Task Name] Implementation Plan

## Overview

[Brief description of what we're implementing and why]

## Current State Analysis

[What exists now, what's missing, key constraints discovered]

## Desired End State

[A Specification of the desired end state after this plan is complete, and how to verify it]

### Key Discoveries:
- [Important finding with file:line reference]
- [Pattern to follow]
- [Constraint to work within]

## What We're NOT Doing

[Explicitly list out-of-scope items to prevent scope creep]

## Implementation Approach

[High-level strategy and reasoning]

## Phase 1: [Descriptive Name]

### Overview
[What this phase accomplishes]

### Changes Required:

#### 1. [Component/File Group]
**File**: `path/to/file.ext`
**Changes**: [Summary of changes]

```[language]
// Specific code to add/modify
```

### Success Criteria:

#### Automated Verification:
- [ ] Type checking passes
- [ ] Linting passes
- [ ] Unit tests pass
- [ ] Integration tests pass

#### Manual Verification:
- [ ] Feature works as expected when tested via UI
- [ ] Performance is acceptable under load
- [ ] Edge case handling verified manually
- [ ] No regressions in related features

---

## Phase 2: [Descriptive Name]

[Similar structure with both automated and manual success criteria...]

---

## Testing Strategy

### Unit Tests:
- [What to test]
- [Key edge cases]

### Integration Tests:
- [End-to-end scenarios]

### Manual Testing Steps:
1. [Specific step to verify feature]
2. [Another verification step]
3. [Edge case to test manually]

## Performance Considerations

[Any performance implications or optimizations needed]

## Migration Notes

[If applicable, how to handle existing data/systems]

## References

- Original ticket: `specs/tickets/eng_XXXX.md`
- Related research: `specs/research/[relevant].md`
- Similar implementation: `[file:line]`

Step 5: Review #

  1. Present the draft plan location:

    I've created the initial implementation plan at:
    `specs/plans/[filename].md`
    
    Please review it and let me know:
    - Are the phases properly scoped?
    - Are the success criteria specific enough?
    - Any technical details that need adjustment?
    - Missing edge cases or considerations?
    
  2. Iterate based on feedback - be ready to:

    • Add missing phases
    • Adjust technical approach
    • Clarify success criteria (both automated and manual)
    • Add/remove scope items
  3. Continue refining until the user is satisfied

Step 6: Update ticket status to 'planned' by editing the ticket file's frontmatter. #

Use the todowrite tool to create a structured task list for the 6 steps above, marking each as pending initially.

Important Guidelines #

  1. Be Skeptical:

    • Question vague requirements
    • Identify potential issues early
    • Ask "why" and "what about"
    • Don't assume - verify with code
  2. Be Interactive:

    • Don't write the full plan in one shot
    • Get buy-in at each major step
    • Allow course corrections
    • Work collaboratively
  3. Be Thorough:

    • Read all context files COMPLETELY before planning
    • Research actual code patterns using parallel sub-tasks
    • Include specific file paths and line numbers
    • Write measurable success criteria with clear automated vs manual distinction
  4. Be Practical:

    • Focus on incremental, testable changes
    • Consider migration and rollback
    • Think about edge cases
    • Include "what we're NOT doing"
  5. Track Progress:

    • Use TodoWrite to track planning tasks
    • Update todos as you complete research
    • Mark planning tasks complete when done
  6. No Open Questions in Final Plan:

    • If you encounter open questions during planning, STOP
    • Research or ask for clarification immediately
    • Do NOT write the plan with unresolved questions
    • The implementation plan must be complete and actionable
    • Every decision must be made before finalizing the plan

Success Criteria Guidelines #

Always separate success criteria into two categories:

  1. Automated Verification (can be run by execution agents):

    • Commands that can be run: make test, npm run lint, etc.
    • Specific files that should exist
    • Code compilation/type checking
    • Automated test suites
  2. Manual Verification (requires human testing):

    • UI/UX functionality
    • Performance under real conditions
    • Edge cases that are hard to automate
    • User acceptance criteria

Format example:

### Success Criteria:

#### Automated Verification:
- [ ] All unit tests pass
- [ ] No linting errors
- [ ] API endpoint returns 200: `curl localhost:3001/auth/sign-in`

#### Manual Verification:
- [ ] New feature appears correctly in the UI
- [ ] Performance is acceptable with 1000+ items
- [ ] Error messages are user-friendly
- [ ] Feature works correctly on mobile devices

Common Patterns #

For Database Changes: #

  • Start with schema/migration
  • Add store methods
  • Update business logic
  • Expose via API
  • Update clients

For New Features: #

  • Research existing patterns first
  • Start with data model
  • Build backend logic
  • Add API endpoints
  • Implement UI last

For Refactoring: #

  • Document current behavior
  • Plan incremental changes
  • Maintain backwards compatibility
  • Include migration strategy

Sub-task Spawning Best Practices #

When spawning research sub-tasks:

  1. Spawn multiple tasks in parallel for efficiency
  2. Each task should be focused on a specific area
  3. Provide detailed instructions including:
    • Exactly what to search for
    • Which directories to focus on
    • What information to extract
    • Expected output format
  4. Be EXTREMELY specific about directories:
    • Include the full path context in your prompts
  5. Specify read-only tools to use
  6. Request specific file:line references in responses
  7. Wait for all tasks to complete before synthesizing
  8. Verify sub-task results:
    • If a sub-task returns unexpected results, spawn follow-up tasks
    • Cross-check findings against the actual codebase
    • Don't accept results that seem incorrect

files

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