deepening-workflow.md
263 lines · skills/ce-plan/references/deepening-workflow.md at 3449230
Most marks come from matching words in the file, so treat them as pointers.
Deepening Workflow
This file contains the confidence-check execution path (5.3.3-5.3.7). Load it only when step 5.3.2 (Gate: Decide Whether to Deepen) determines that deepening is warranted.
Raw lines 1 to 45.3.3 Score Confidence Gaps
Use a checklist-first, risk-weighted scoring pass.
For each section, compute:
- Trigger count - number of checklist problems that apply
- Critical-section bonus - add 1 for
Key Technical Decisions,Implementation Units,System-Wide Impact,Risks & Dependencies, orOpen QuestionsinStandardorDeepplans
Treat a section as a candidate if:
- it hits 2+ total points
Choose only the top 2-5 sections by score. If deepening a lightweight plan (high-risk exception), cap at 1-2 sections.
If the plan already has a deepened: date:
- Prefer sections that have not yet been substantially strengthened, if their scores are comparable
- Revisit an already-deepened section only when it still scores clearly higher than alternatives
Section Checklists:
Requirements
- Requirements are vague or disconnected from implementation units
- Success criteria are missing or not reflected downstream
- Units do not clearly advance the traced requirements
- Origin requirements are not clearly carried forward
- Origin A/F/AE IDs (when supplied by the upstream brainstorm) are not preserved where planning decisions touch them, or are referenced inconsistently across Requirements, units, and test scenarios
Context & Research / Sources & References
- Relevant repo patterns are named but never used in decisions or implementation units
- Cited learnings or references do not materially shape the plan
- High-risk work lacks appropriate external or internal grounding
- Research is generic instead of tied to this repo or this plan
Key Technical Decisions
- A decision is stated without rationale
- Rationale does not explain tradeoffs or rejected alternatives
- The decision does not connect back to scope, requirements, or origin context
- An obvious design fork exists but the plan never addresses why one path won
- Agent/tool/workflow features lack an explicit decision about action parity, context parity, shared workspace, tool granularity, or approval boundaries
Open Questions
- Product blockers are hidden as assumptions
- Planning-owned questions are incorrectly deferred to implementation
- Resolved questions have no clear basis in repo context, research, or origin decisions
- Deferred items are too vague to be useful later
High-Level Technical Design (when present)
- The sketch uses the wrong medium for the work
- The sketch contains implementation code rather than pseudo-code
- The non-prescriptive framing is missing or weak
- The sketch does not connect to the key technical decisions or implementation units
High-Level Technical Design (when absent) (Standard or Deep plans only)
- The work involves DSL design, API surface design, multi-component integration, complex data flow, or state-heavy lifecycle
- Key technical decisions would be easier to validate with a visual or pseudo-code representation
- The approach section of implementation units is thin and a higher-level technical design would provide context
Implementation Units
- Dependency order is unclear or likely wrong
- File paths or test file paths are missing where they should be explicit
- Units are too large, too vague, or broken into micro-steps
- Approach notes are thin or do not name the pattern to follow
- Test scenarios are vague (don't name inputs and expected outcomes), skip behavior the unit builds (e.g., no scenario for failure handling the unit includes, no integration scenario for a unit crossing layers), or are disproportionate to the unit's complexity
- Feature-bearing units have blank or missing test scenarios (feature-bearing units require actual test scenarios; the
Test expectation: noneannotation is only valid for non-feature-bearing units) - Verification outcomes are vague or not expressed as observable results
- Agent-relevant units do not include agent-native verification: parity checks, context-injection checks, tool-result checks, approval/failure behavior, or checkpoint/resume where applicable
- Existing U-IDs were renumbered after a unit was reordered, split, or deleted (U-IDs are stable: never renumber existing IDs; gaps from deletions are preserved; new units take the next unused number)
- A unit realizing an origin Key Flow does not cite the F-ID, or a unit enforcing an origin Acceptance Example does not cite the AE-ID, when origin supplies them
System-Wide Impact
- Affected interfaces, callbacks, middleware, entry points, or parity surfaces are missing
- Integration coverage is weak for cross-layer work
- Agent-facing tools, prompts, runtime context, shared workspaces, approval gates, or human-only boundaries are missing when the feature affects agent-capable systems
Risks & Dependencies / Documentation / Operational Notes
- A named risk has no decision: it is neither mitigated nor recorded as considered and not built (
references/structure.md3.8). A risk accepted with a reason is decided; a missing mitigation alone is not a gap - External dependency assumptions are weak or unstated
Use the plan's own Context & Research and Sources & References as evidence. If those sections cite a pattern, learning, or risk that never affects decisions, implementation units, or verification, treat that as a confidence gap.
5.3.4 Report and Dispatch Targeted Research
Before dispatching agents, report what sections are being strengthened and why:
Strengthening [section names] — [brief reason for each, e.g., "decision rationale is thin", "cross-boundary effects aren't mapped"]Wherever this phase dispatches a subagent, classify a rejected dispatch by whether an agent launched: correct a pre-launch argument rejection once, leave capacity-limited work queued, and otherwise follow the fallback or failed-pass handling stated for that dispatch.
For each selected section, choose the smallest useful agent set. Do not run every agent. Use at most 1-3 agents per section and usually no more than 8 agents total.
The names below are skill-local prompt asset file stems under references/agents/, not standalone agent types. For each selected name, read references/agents/<name>.md and seed a generic subagent with that prompt content plus the section context described below. Do not name a persona or CE agent through subagent_type, typed Agent names, or platform-level CE agent registration; when the host requires an agent-name field, it carries the plain generic agent.
A generic subagent is one whose whole brief is the prompt you send it. When the host's subagent tool makes you name an agent, use only a name you have seen the host list, and list its agents before the first dispatch if you have not. Pick the plain one that adds no role of its own, which still counts as a generic subagent. Never pick a specialist, such as a reviewer or worker agent, whose own role prompt, output format, or tool limits would replace or narrow your prompt.
Deterministic Section-to-Agent Mapping:
Requirements / Open Questions classification
spec-flow-analyzerfor missing user flows, edge cases, and handoff gapsrepo-research-analyst(Scope:architecture, patterns) for repo-grounded patterns, conventions, and implementation reality checks
Context & Research / Sources & References gaps
learnings-researcherfor institutional knowledge and past solved problemsframework-docs-researcherfor official framework or library behaviorbest-practices-researcherfor current external patterns and industry guidanceweb-researcherfor landscape/prior-art gaps — competitor patterns, market signals, or an unsettled external option set (which library/provider/approach) that recommendations depend on- Add
git-history-analyzeronly when historical rationale or prior art is materially missing
Key Technical Decisions
architecture-strategistfor design integrity, boundaries, and architectural tradeoffsagent-native-planning-strategistwhen the decision involves agents, prompts, tools, MCP, workflow automation, action/context parity, shared workspace, approval gates, or agent execution lifecycle- Add
framework-docs-researcherorbest-practices-researcherwhen the decision needs external grounding beyond repo evidence
High-Level Technical Design
architecture-strategistfor validating that the technical design accurately represents the intended approach and identifying gapsrepo-research-analyst(Scope:architecture, patterns) for grounding the technical design in existing repo patterns and conventionsagent-native-planning-strategistwhen the technical design includes agent orchestration, MCP/tools, prompt-defined behavior, shared workspace, checkpoint/resume, approvals, or agent-to-UI communication- Add
best-practices-researcherwhen the technical design involves a DSL, API surface, or pattern that benefits from external validation
Implementation Units / Verification
repo-research-analyst(Scope:patterns) for concrete file targets, patterns to follow, and repo-specific sequencing cluespattern-recognition-specialistfor consistency, duplication risks, and alignment with existing patternsagent-native-planning-strategistwhen units should cover agent-accessible domain actions, tool/context changes, prompt changes, or parity testing- Add
spec-flow-analyzerwhen sequencing depends on user flow or handoff completeness
System-Wide Impact
architecture-strategistfor cross-boundary effects, interface surfaces, and architectural knock-on impactagent-native-planning-strategistfor action parity, context parity, shared workspace, tool granularity, approval boundaries, and agent execution lifecycle in agent-capable systems- Add the specific specialist that matches the risk:
performance-oraclefor scalability, latency, throughput, and resource-risk analysissecurity-sentinelfor auth, validation, exploit surfaces, and security boundary reviewdata-integrity-guardianfor migrations, persistent state safety, consistency, and data lifecycle risks
Risks & Dependencies / Operational Notes
- Use the specialist that matches the actual risk:
security-sentinelfor security, auth, privacy, and exploit riskdata-integrity-guardianfor migrations, backfills, persistent data safety, constraints, transaction boundaries, and production data transformation riskperformance-oraclefor capacity, latency, and scaling concerns
Agent Prompt Shape:
For each selected section, pass:
- The scope prefix from the mapping above when the agent supports scoped invocation
- A short plan summary
- The exact section text
- Why the section was selected, including which checklist problems applied
- The plan depth and risk profile
- A specific question to answer
Instruct the agent to return:
- findings that change planning quality
- stronger rationale, sequencing, verification, risk treatment, or references
- no implementation code
- no shell commands
5.3.5 Choose Research Execution Mode
Use the lightest mode that will work:
- Direct mode - Default. Use when the selected section set is small and the parent can safely read the agent outputs inline.
- Artifact-backed mode - Use only when the selected research scope is large enough that inline returns would create unnecessary context pressure.
Signals that justify artifact-backed mode:
- More than 5 agents are likely to return meaningful findings
- The selected section excerpts are long enough that repeating them in multiple agent outputs would be wasteful
- The topic is high-risk and likely to attract bulky source-backed analysis
If artifact-backed mode is not clearly warranted, stay in direct mode.
Artifact-backed mode uses a per-run OS-temp scratch directory. Create it once before dispatching sub-agents and capture its absolute path — pass that absolute path to each sub-agent so they write to it directly. Do not use .context/; the artifacts are per-run throwaway that are cleaned up when deepening ends (see 5.3.6b), matching the repo Scratch Space convention for one-shot artifacts. Do not pass unresolved shell-variable strings to sub-agents; they need the resolved absolute path.
SCRATCH_DIR="$(mktemp -d "${TMPDIR:-/tmp}/ce-plan-deepen-XXXXXX")"
echo "$SCRATCH_DIR"Refer to the echoed absolute path as <scratch-dir> throughout the rest of this workflow.
5.3.6 Run Targeted Research
Launch the selected local prompt assets as generic subagents in parallel using the execution mode chosen above. If the current platform does not support parallel dispatch, run them sequentially instead. Omit the mode parameter when dispatching so the user's configured permission settings apply.
Prefer local repo and institutional evidence first. Use external research only when the gap cannot be closed responsibly from repo context or already-cited sources.
If a selected section can be improved by reading the origin document more carefully, do that before dispatching external agents.
Direct mode: Have each selected prompt-seeded subagent return its findings directly to the parent. Keep the return payload focused: strongest findings only, the evidence or sources that matter, the concrete planning improvement implied by the finding.
Artifact-backed mode: For each selected prompt-seeded subagent, pass the absolute <scratch-dir> path captured earlier and instruct the subagent to write one compact artifact file inside that directory, then return only a short completion summary. Each artifact should contain: target section, why selected, 3-7 findings, source-backed rationale, the specific plan change implied by each finding. No implementation code, no shell commands.
If an artifact is missing or clearly malformed, re-run that prompt-seeded subagent or fall back to direct-mode reasoning for that section.
If agent outputs conflict:
- Prefer repo-grounded and origin-grounded evidence over generic advice
- Prefer official framework documentation over secondary best-practice summaries when the conflict is about library behavior
- If a real tradeoff remains, record it explicitly in the plan
5.3.6b Interactive Finding Review (Interactive Mode Only)
Skip this step in auto mode — proceed directly to 5.3.7.
In interactive mode, present each agent's findings to the user before integration. For each agent that returned findings:
- Summarize the agent and its target section — e.g., "The architecture-strategist reviewed Key Technical Decisions and found:"
- Present the findings concisely — bullet the key points, not the raw agent output. Include enough context for the user to evaluate: what the agent found, what evidence supports it, and what plan change it implies.
- Ask the user using the platform's blocking question tool when available (see Interaction Method):
- Accept — integrate these findings into the plan
- Reject — discard these findings entirely
- Discuss — the user wants to talk through the findings before deciding
If the user chooses "Discuss", engage in brief dialogue about the findings and then re-ask with only accept/reject (no discuss option on the second ask). The user makes a deliberate choice either way.
When presenting findings from multiple agents targeting the same section, present them one agent at a time so the user can make independent decisions. Do not merge findings from different agents before showing them.
Findings against session-settled:-labeled KTDs are presented like any other — suppressing them is pipeline/auto-mode behavior only, never interactive. A user-accepted finding that changes a labeled KTD is a new settlement: update the KTD text and relabel it user-approved.
After all agents have been reviewed, carry only the accepted findings forward to 5.3.7.
If the user accepted no findings, report "No findings accepted — plan unchanged." Then proceed directly to Phase 5.4 (skip document-review and synthesis — the plan was not modified). This interactive-mode-only skip does not apply in auto mode; auto mode always proceeds through 5.3.7 and 5.3.8. No explicit scratch cleanup needed — $SCRATCH_DIR is OS temp and will be cleaned up by the OS; leaving it in place preserves the rejected agent artifacts for debugging.
If findings were accepted and the plan was modified, proceed through 5.3.7 and 5.3.8 as normal — document-review acts as a quality gate on the changes.
Raw lines 202 to 2265.3.7 Synthesize and Update the Plan
Strengthen only the selected sections. Keep the plan coherent and preserve its overall structure.
In interactive mode: Only integrate findings the user accepted in 5.3.6b. If some findings from different agents touch the same section, reconcile them coherently but do not reintroduce rejected findings.
Session-settled KTD stability. Deepening may append rationale or a conflict call-out to a session-settled:-labeled Key Technical Decision, but never removes the annotation or inverts the decision. Handle contradicting evidence by its severity. Nothing found: proceed silently. Suboptimal but workable: proceed as settled and attach a conflict call-out to the KTD. Invalidating: stop as blocked per the SKILL.md Phase 5.2 pipeline contract.
Deepening may tighten, not only grow. A section can be strengthened by cutting as well as adding — collapse multi-idea sentences, drop hedges, and delete superseded text outright rather than leaving it as strikethrough or stacking a separate "resolutions" layer on top of it. A shorter, contradiction-free section is a stronger one. This is distinct from "rewrite the entire plan from scratch" below, which stays forbidden.
Strengthen at the owning entry. The owning entry is the R or KTD that states a rule in full. That rule gains evidence, rationale, or precision at that entry; a sibling section that needs it cites the owning ID. Never restate an owned rule into a Key Decision, Scope bullet, or unit Approach — deleting an unlinked sibling restatement found in a strengthened section is itself a valid tightening move.
Allowed changes:
- Tighten prose in a strengthened section through the
ce-noslopskill: remove superseded text in place (version control holds the history), and replace unlinked restatements with citations of the owning R/KTD - Clarify or strengthen decision rationale
- Tighten requirements trace or origin fidelity
- Reorder or split implementation units when sequencing is weak — but never renumber existing U-IDs. Reordering preserves U-IDs in their new order (e.g., U1, U3, U5 reordered is correct; renumbering to U1, U2, U3 is not). Splitting keeps the original U-ID on the original concept and assigns the next unused number to the new unit. Renumbering breaks ce-work blocker and verification references that were written against the original IDs
- Add missing pattern references, file/test paths, or verification outcomes
- Expand system-wide impact, risks, or rollout treatment where a finding passes
references/structure.md3.8. Each agent finding is a claim to judge by that test; one that fails it is recorded as considered and not built, not merged into units - Reclassify open questions between
Resolved During PlanningandDeferred to Implementationwhen evidence supports the change - Strengthen, replace, or add a High-Level Technical Design section when the work warrants it and the current representation is weak
- Strengthen or add per-unit technical design fields where the unit's approach is non-obvious
- Add or update
deepened: YYYY-MM-DDin frontmatter when the plan was substantively improved
Do not:
- Add implementation code — no imports, exact method signatures, or framework-specific syntax. Pseudo-code sketches and DSL grammars are allowed
- Add git commands, commit choreography, or exact test command recipes
- Add generic
Research Insightssubsections everywhere - Rewrite the entire plan from scratch
- Invent new product requirements, scope changes, or success criteria without stating them explicitly
- Renumber existing U-IDs as part of reordering, splitting, deletion, or "tidying" the unit list. Deepening is the most likely accidental-renumber vector — preserve U-IDs even when the new order would look cleaner with sequential numbering
- Restate a rule a cited R or KTD already owns into a sibling section — synthesis folds section-isolated findings back per section, which is exactly where duplicate restatements creep in; cite the owning ID instead
If research reveals a product-level ambiguity that should change behavior or scope:
- Do not silently decide it here
- Record it under
Open Questions - Recommend
ce-brainstormif the gap is truly product-defining