Initial implementation

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Renn F
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# Task Templates
Templates for creating task records in the RoboCo task management system.
## Task Type Templates
These templates are used to create the main README.md for a task:
| Template | Use When | Key Features |
|----------|----------|--------------|
| [feature.md](feature.md) | Building new functionality | User story, acceptance criteria, technical details |
| [bugfix.md](bugfix.md) | Fixing bugs | Reproduction steps, root cause, fix verification |
| [research.md](research.md) | Investigation/research tasks | Research questions, findings, recommendations |
| [documentation.md](documentation.md) | Writing/updating docs | Source materials, publication locations |
| [design.md](design.md) | UX/UI design work | Figma links, states checklist, handoff |
## Supporting Templates
These templates are used for files within a task directory:
| Template | Purpose | Created By |
|----------|---------|------------|
| [plan.md](plan.md) | Implementation plan | Developer during planning |
| [journal.md](journal.md) | Agent journey notes | Developer during execution |
| [decisions.md](decisions.md) | Decision log | Anyone making decisions |
| [blockers.md](blockers.md) | Blocker tracking | Anyone when blocked |
| [handoff.md](handoff.md) | Documenter handoff | Developer when complete |
| [qa-review.md](qa-review.md) | QA findings | QA during review |
## Initiative Templates
In `../initiatives/_template/`:
| Template | Purpose |
|----------|---------|
| README.md | Initiative overview |
| requirements.md | Detailed requirements |
| tasks.md | Task breakdown by cell |
| timeline.md | Milestones and schedule |
| decisions.md | Cross-cell decisions |
| status.md | Status updates |
## Creating a New Task
### 1. Determine Task Type
- New feature → `feature.md`
- Bug fix → `bugfix.md`
- Research/investigation → `research.md`
- Documentation → `documentation.md`
- Design work → `design.md`
### 2. Create Task Directory
```bash
mkdir -p .tasks/active/TASK-XXX-{slug}
```
### 3. Copy Template
```bash
cp .tasks/templates/{type}.md .tasks/active/TASK-XXX-{slug}/README.md
```
### 4. Fill In Template
- Replace all `{placeholders}`
- Update status section
- Define acceptance criteria
- Add to index.md
### 5. Create Supporting Files As Needed
```bash
# Copy templates as needed during work
cp .tasks/templates/plan.md .tasks/active/TASK-XXX-{slug}/
cp .tasks/templates/journal.md .tasks/active/TASK-XXX-{slug}/
```
## Template Conventions
### Placeholders
- `{ID}` - Task number (e.g., 042)
- `{Title}` - Human-readable title
- `{agent-id}` - Agent identifier (e.g., be-dev-1)
- `YYYY-MM-DD` - ISO date format
- `{slug}` - Kebab-case description
### Status Values
- `pending` - Not started
- `claimed` - Assigned, not started
- `in_progress` - Active work
- `blocked` - Waiting on something
- `paused` - Intentionally stopped
- `verifying` - Self-review
- `awaiting_qa` - Ready for QA
- `needs_revision` - QA found issues
- `awaiting_documentation` - Ready for docs
- `completed` - Done
### Priority Values
- `P0` - Critical, drop everything
- `P1` - High, next up
- `P2` - Medium, normal queue
- `P3` - Low, when available
### Cell Values
- `backend` - Backend cell
- `frontend` - Frontend cell
- `ux_ui` - UX/UI cell
- `board` - Board level
## Tips
1. **Always update README.md** when status changes
2. **Journal frequently** - context is valuable
3. **Link commits** as you make them
4. **Create handoff.md** before marking awaiting_documentation
5. **Be specific** in acceptance criteria - vague = wasted time
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# Blockers: TASK-{ID}
> **Status**: {BLOCKED / RESOLVED}
> **Last Updated**: YYYY-MM-DD
---
## Active Blockers
### Blocker 1: {Title}
| Field | Value |
|-------|-------|
| **Identified** | YYYY-MM-DD |
| **Type** | {dependency / technical / resource / external / clarification} |
| **Severity** | {critical / high / medium / low} |
| **Blocking** | {what this prevents} |
| **Owner** | {who's working on resolution} |
| **Status** | {investigating / escalated / waiting / resolved} |
#### Description
{What is the blocker? Be specific.}
#### Impact
{What work is blocked? What's the downstream effect?}
#### Resolution Path
1. {Step 1 to resolve}
2. {Step 2 to resolve}
#### Workaround
{Is there a temporary workaround? Or "None available"}
#### Escalation
- **Escalated to**: {agent/role}
- **Escalated on**: YYYY-MM-DD
- **Response**: {response or "Awaiting"}
#### Updates
| Date | Update |
|------|--------|
| YYYY-MM-DD | {Initial identification} |
| YYYY-MM-DD | {Update} |
---
### Blocker 2: {Title}
{Same format as above}
---
## Resolved Blockers
### Blocker: {Title} [RESOLVED]
| Field | Value |
|-------|-------|
| **Identified** | YYYY-MM-DD |
| **Resolved** | YYYY-MM-DD |
| **Duration** | X days |
| **Type** | {type} |
#### What Happened
{Brief description of the blocker}
#### How It Was Resolved
{How was it unblocked?}
#### Lessons Learned
{What could prevent this in the future?}
---
## Blocker Summary
| # | Title | Type | Severity | Identified | Resolved | Duration |
|---|-------|------|----------|------------|----------|----------|
| 1 | {title} | {type} | {severity} | YYYY-MM-DD | - | ongoing |
| 2 | {title} | {type} | {severity} | YYYY-MM-DD | YYYY-MM-DD | X days |
---
## Notes
{Additional context about blockers}
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# TASK-{ID}: {Title}
> **Template**: Bugfix
> **Created**: YYYY-MM-DD
> **Last Updated**: YYYY-MM-DD
---
## Status
| Field | Value |
|-------|-------|
| **State** | `pending` |
| **Priority** | P{0-3} |
| **Severity** | {critical / high / medium / low} |
| **Cell** | {backend / frontend / ux_ui} |
| **Assigned To** | {agent-id or "unassigned"} |
| **Reported By** | {agent-id / user / automated} |
## Timeline
| Milestone | Date |
|-----------|------|
| Reported | YYYY-MM-DD |
| Claimed | - |
| Root Cause Found | - |
| Fix Implemented | - |
| QA Verified | - |
| Completed | - |
---
## Bug Summary
{One sentence description of the bug}
## Severity Assessment
| Factor | Assessment |
|--------|------------|
| **User Impact** | {How many users affected? How badly?} |
| **Frequency** | {How often does it occur?} |
| **Workaround** | {Is there a workaround? What is it?} |
| **Data Impact** | {Any data loss or corruption?} |
---
## Reproduction
### Environment
- **Browser/Client**: {e.g., Chrome 120, iOS app v2.1}
- **OS**: {e.g., macOS 14.1, Windows 11}
- **User Type**: {e.g., admin, regular user}
- **Environment**: {production / staging / development}
### Steps to Reproduce
1. {Step 1}
2. {Step 2}
3. {Step 3}
4. {Observe the bug}
### Expected Behavior
{What should happen}
### Actual Behavior
{What actually happens}
### Evidence
{Screenshots, error logs, console output}
```
{Paste error messages or logs here}
```
---
## Investigation
### Root Cause
{Filled in during investigation - what's causing this bug?}
### Affected Code
{Files and functions involved}
- `path/to/file.py:line_number`
- `path/to/other_file.py:line_number`
### Related Issues
- {Link to related bugs or tasks}
- {Previous similar issues}
---
## Fix
### Approach
{How will this be fixed?}
### Changes Required
- [ ] {Change 1}
- [ ] {Change 2}
- [ ] {Change 3}
### Regression Risk
{What could break as a result of this fix?}
### Testing Plan
- [ ] {Test case 1 - verifies fix}
- [ ] {Test case 2 - checks regression}
- [ ] {Test case 3 - edge cases}
---
## Verification Criteria
- [ ] Bug no longer reproducible with original steps
- [ ] No new errors in logs
- [ ] Related functionality still works
- [ ] Tests added to prevent regression
- [ ] {Additional verification criteria}
---
## Commits
| Commit | Description | Date |
|--------|-------------|------|
| - | No commits yet | - |
---
## Quick Context Restore
**Current state**: Not started
**Investigation status**: Not started
**Root cause**: Unknown
**Fix approach**: TBD
---
## Notes
{Additional context, related issues, customer impact notes}
---
## Changelog
| Date | Agent | Change |
|------|-------|--------|
| YYYY-MM-DD | {agent} | Bug reported |
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# Decisions: TASK-{ID}
Log of decisions made during this task.
---
## Decision 1: {Title}
**Date**: YYYY-MM-DD
**Decider**: {agent-id}
### Context
{What situation required a decision?}
### Options Considered
**Option A: {Name}**
- Pros: {list}
- Cons: {list}
**Option B: {Name}**
- Pros: {list}
- Cons: {list}
### Decision
**Chose {Option X}** because {brief rationale}
### Consequences
- {What this means going forward}
- {Trade-offs accepted}
---
## Decision 2: {Title}
**Date**: YYYY-MM-DD
**Decider**: {agent-id}
### Context
{What situation required a decision?}
### Options Considered
{...}
### Decision
{...}
### Consequences
{...}
---
## Quick Reference
| # | Decision | Date | Summary |
|---|----------|------|---------|
| 1 | {title} | YYYY-MM-DD | {one-line summary} |
| 2 | {title} | YYYY-MM-DD | {one-line summary} |
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# TASK-{ID}: {Title}
> **Template**: Design
> **Created**: YYYY-MM-DD
> **Last Updated**: YYYY-MM-DD
---
## Status
| Field | Value |
|-------|-------|
| **State** | `pending` |
| **Priority** | P{0-3} |
| **Cell** | ux_ui |
| **Assigned To** | {agent-id or "unassigned"} |
| **Requested By** | {agent-id} |
| **For Initiative** | {initiative-id or "standalone"} |
## Timeline
| Milestone | Date |
|-----------|------|
| Requested | YYYY-MM-DD |
| Started | - |
| First Draft | - |
| QA Review | - |
| Revisions Complete | - |
| Handed Off | - |
---
## Overview
{What needs to be designed and why?}
## User Problem
{What user problem does this design solve?}
## Context
{Business context, previous attempts, constraints}
---
## Requirements
### Functional Requirements
- {Requirement 1}
- {Requirement 2}
- {Requirement 3}
### User Flows
{What user actions need to be supported?}
1. {Flow 1}
2. {Flow 2}
### Constraints
- {Technical constraint}
- {Brand constraint}
- {Platform constraint}
---
## Deliverables
### Required
- [ ] Mobile design (320-480px)
- [ ] Desktop design (1280px+)
- [ ] All interaction states
- [ ] Component specifications
- [ ] Handoff documentation
### Optional
- [ ] Tablet design (768-1024px)
- [ ] Interactive prototype
- [ ] Animation specifications
- [ ] Micro-interactions
---
## Design Assets
### Figma Links
| Asset | Link | Status |
|-------|------|--------|
| Main Design | {link} | {in progress / complete} |
| Prototype | {link} | {in progress / complete / N/A} |
| Component Specs | {link} | {in progress / complete} |
### States Checklist
| Component | Default | Hover | Active | Focus | Disabled | Loading | Error | Empty |
|-----------|---------|-------|--------|-------|----------|---------|-------|-------|
| {component} | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ |
| {component} | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ | ☐ |
---
## Design System
### Existing Patterns to Use
- {Pattern 1}
- {Pattern 2}
### New Patterns Introduced
- {New pattern - document in design system}
### Design Tokens Used
| Category | Tokens |
|----------|--------|
| Colors | {list} |
| Spacing | {list} |
| Typography | {list} |
---
## Accessibility
- [ ] Color contrast verified (4.5:1 text, 3:1 large)
- [ ] Focus states designed
- [ ] Touch targets adequate (44px min)
- [ ] Color not sole indicator
- [ ] Keyboard flow considered
---
## Responsive Behavior
| Breakpoint | Behavior |
|------------|----------|
| Mobile (<768px) | {description} |
| Tablet (768-1024px) | {description} |
| Desktop (>1024px) | {description} |
---
## Design Decisions
### Decision 1: {Title}
- **Options**: {what was considered}
- **Decision**: {what was chosen}
- **Rationale**: {why}
---
## Frontend Handoff
### Handoff Checklist
- [ ] All states complete
- [ ] All breakpoints complete
- [ ] Specs documented in Figma
- [ ] Interactions documented
- [ ] Assets exportable
- [ ] Design tokens referenced (not hardcoded values)
### Implementation Notes
{Specific notes for frontend developers}
### Animations/Transitions
{Any animation specifications}
---
## QA Review
### Design QA Checklist
- [ ] Design system compliance
- [ ] All states present
- [ ] Accessibility requirements met
- [ ] Responsive designs complete
- [ ] Handoff documentation complete
### QA Notes
{Filled in by UX-QA}
---
## Quick Context Restore
**Current state**: Not started
**Design progress**: 0%
**States complete**: 0/X
**Breakpoints complete**: 0/3
---
## Notes
{Additional context, inspiration, user research insights}
---
## Changelog
| Date | Agent | Change |
|------|-------|--------|
| YYYY-MM-DD | {agent} | Design requested |
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# TASK-{ID}: {Title}
> **Template**: Documentation
> **Created**: YYYY-MM-DD
> **Last Updated**: YYYY-MM-DD
---
## Status
| Field | Value |
|-------|-------|
| **State** | `pending` |
| **Priority** | P{0-3} |
| **Cell** | {backend / frontend / ux_ui} |
| **Assigned To** | {agent-id or "unassigned"} |
| **Source Task** | {TASK-XXX or "standalone"} |
## Timeline
| Milestone | Date |
|-----------|------|
| Created | YYYY-MM-DD |
| Started | - |
| Draft Complete | - |
| Reviewed | - |
| Published | - |
---
## Overview
{What documentation needs to be created or updated?}
## Trigger
{What prompted this documentation task?}
- [ ] New feature (TASK-XXX)
- [ ] Updated feature (TASK-XXX)
- [ ] Documentation gap identified
- [ ] User feedback
- [ ] Other: {specify}
---
## Documentation Scope
### Documents to Create/Update
| Document | Type | Location | Action |
|----------|------|----------|--------|
| {doc name} | {API / component / guide / etc.} | {path} | {create / update} |
| {doc name} | {type} | {path} | {action} |
### Content Requirements
- [ ] {Content area 1}
- [ ] {Content area 2}
- [ ] {Content area 3}
---
## Source Materials
### From Development Task
{If this docs task is from a feature/bugfix}
- **Source Task**: {TASK-XXX or "N/A"}
- **Journey Notes**: {path to journal.md}
- **Handoff Notes**: {path to handoff.md}
- **Commits**: {list of relevant commits}
### Reference Materials
- {Existing documentation to reference}
- {Code to document}
- {Figma/design links}
- {Conversation links}
---
## Documentation Checklist
### Content
- [ ] Accurate - reflects current implementation
- [ ] Complete - covers all relevant aspects
- [ ] Clear - understandable without prior context
- [ ] Examples - includes working examples
- [ ] Edge cases - documents limitations and gotchas
### Format
- [ ] Follows documentation style guide
- [ ] Proper headings and structure
- [ ] Code blocks formatted correctly
- [ ] Links working
- [ ] Images/diagrams included (if applicable)
### Review
- [ ] Technical accuracy verified
- [ ] Spell/grammar checked
- [ ] Reviewed by {reviewer or "self-reviewed"}
---
## Draft
{Documentation draft or link to draft location}
### Document 1: {Title}
```markdown
{Draft content here or in separate file}
```
---
## Publication
### Locations
{Where will this documentation be published?}
- [ ] {Location 1: e.g., docs/api/endpoint.md}
- [ ] {Location 2: e.g., README.md update}
- [ ] {Location 3: e.g., changelog entry}
### Changelog Entry
```markdown
## [version] - YYYY-MM-DD
### Documentation
- {What was documented}
```
---
## Quick Context Restore
**Current state**: Not started
**Draft status**: Not started
**Review status**: Not reviewed
---
## Notes
{Additional context, style notes, audience considerations}
---
## Changelog
| Date | Agent | Change |
|------|-------|--------|
| YYYY-MM-DD | {agent} | Documentation task created |
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# TASK-{ID}: {Title}
> **Template**: Feature
> **Created**: YYYY-MM-DD
> **Last Updated**: YYYY-MM-DD
---
## Status
| Field | Value |
|-------|-------|
| **State** | `pending` |
| **Priority** | P{0-3} |
| **Cell** | {backend / frontend / ux_ui} |
| **Assigned To** | {agent-id or "unassigned"} |
| **Created By** | {agent-id} |
| **Initiative** | {initiative-id or "standalone"} |
## Timeline
| Milestone | Date |
|-----------|------|
| Created | YYYY-MM-DD |
| Claimed | - |
| Started | - |
| QA Submitted | - |
| QA Passed | - |
| Docs Complete | - |
| Completed | - |
---
## Overview
{2-3 sentence description of what this feature is and why it's needed}
## User Story
**As a** {type of user}
**I want** {capability}
**So that** {benefit}
## Context
{Why is this being built now? What's the business driver? Any relevant background.}
---
## Acceptance Criteria
- [ ] {Criterion 1 - specific, testable}
- [ ] {Criterion 2 - specific, testable}
- [ ] {Criterion 3 - specific, testable}
- [ ] {Criterion 4 - specific, testable}
## Out of Scope
- {What is explicitly NOT included in this task}
- {Helps prevent scope creep}
---
## Technical Details
### Approach
{High-level technical approach - filled in during planning phase}
### Key Files
{Primary files that will be created/modified}
- `path/to/file1`
- `path/to/file2`
### Dependencies
- **Blocked by**: {TASK-XXX or "none"}
- **Blocks**: {TASK-XXX or "none"}
- **Related**: {TASK-XXX or "none"}
### API Changes
{If applicable: new endpoints, changed contracts}
### Database Changes
{If applicable: new tables, migrations}
---
## Design Assets
{For frontend/UX tasks - links to designs}
- **Figma**: {link or "N/A"}
- **Prototype**: {link or "N/A"}
- **States Covered**: {list or "N/A"}
---
## Commits
| Commit | Description | Date |
|--------|-------------|------|
| - | No commits yet | - |
---
## Quick Context Restore
{2-3 sentences that let any agent quickly understand where this task stands. Update this whenever you pause work.}
**Current state**: Not started
**Next action**: Claim and begin planning
**Blockers**: None
---
## Notes
{Any additional context, links, references, or considerations}
---
## Changelog
| Date | Agent | Change |
|------|-------|--------|
| YYYY-MM-DD | {agent} | Task created |
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# Documentation Handoff: TASK-{ID}
> **From**: {developer agent-id}
> **To**: Documenter
> **Date**: YYYY-MM-DD
---
## Summary
{Plain language description of what was built - 2-3 sentences}
## What Changed
### New Functionality
- {New feature/capability 1}
- {New feature/capability 2}
### Modified Behavior
- {Changed behavior 1}
- {Changed behavior 2}
### Breaking Changes
- {Breaking change 1} (if any)
- None
---
## Documentation Needed
### Required
- [ ] {Doc type 1}: {brief description}
- [ ] {Doc type 2}: {brief description}
- [ ] Changelog entry
### Optional
- [ ] {Additional doc if useful}
---
## Key Commits
| Commit | Description | Key Files |
|--------|-------------|-----------|
| {hash} | {description} | {files} |
| {hash} | {description} | {files} |
| {hash} | {description} | {files} |
---
## Code Locations
### New Files
| File | Purpose |
|------|---------|
| `path/to/file.py` | {what it does} |
### Modified Files
| File | What Changed |
|------|--------------|
| `path/to/file.py` | {what changed} |
---
## API Documentation
{If applicable - provide details for API docs}
### New Endpoints
#### `{METHOD} /api/v1/{path}`
**Description**: {what it does}
**Authentication**: {auth requirements}
**Request**:
```json
{
"field": "type - description"
}
```
**Response**:
```json
{
"field": "type - description"
}
```
**Errors**:
| Code | Description |
|------|-------------|
| 400 | {when} |
| 401 | {when} |
---
## Usage Examples
{Code examples the documenter should include}
### Example 1: {Use Case}
```python
# Example code
from module import feature
result = feature.do_thing(param)
```
### Example 2: {Use Case}
```python
# Another example
```
---
## Important Conversations
{Links to important discussions that provide context}
| Message/Thread | Topic | Key Insight |
|----------------|-------|-------------|
| {link/reference} | {topic} | {what's important} |
---
## Gotchas & Warnings
{Things the documenter should highlight in docs}
1. **{Gotcha 1}**: {explanation}
2. **{Gotcha 2}**: {explanation}
---
## Related Documentation
{Existing docs that may need updates}
- `docs/path/to/related.md` - may need {update type}
- `README.md` - {if needs update}
---
## Changelog Entry
Suggested changelog entry:
```markdown
## [{version}] - YYYY-MM-DD
### Added
- {New feature description} (#TASK-{ID})
### Changed
- {Changed behavior} (#TASK-{ID})
### Fixed
- {Bug fix if applicable} (#TASK-{ID})
```
---
## Questions for Documenter
{Any clarifying questions the dev wants to raise}
1. {Question 1}
2. {Question 2}
---
## Dev's Journey Notes
For full context, see: [journal.md](journal.md)
### Key Learnings Worth Documenting
- {Learning that users/devs should know}
- {Pattern that's reusable}
### Decisions Worth Explaining
- **{Decision}**: {Why - this helps users understand the design}
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# Agent Journey: TASK-{ID}
This file documents the agent's journey through this task. It provides context for future agents, enables handoffs, and builds organizational knowledge.
---
## Session 1
**Date**: YYYY-MM-DD HH:MM
**Agent**: {agent-id}
**Duration**: ~{X} hours
**Session State**: {started / continued / completed / paused}
### Context Restored
{If resuming: how you restored context}
### What I Did
- {Action 1}
- {Action 2}
- {Action 3}
### What I Learned
- {Learning 1 - something new discovered}
- {Learning 2 - something understood better}
### What I Struggled With
- {Struggle 1 - what was difficult}
- {Struggle 2 - where I got stuck}
### Decisions Made
- **{Decision}**: {Why I made this choice}
### Code Notes
{Any important notes about the code written}
```python
# Key snippet or reference
```
### Commits This Session
| Commit | Description |
|--------|-------------|
| {hash} | {description} |
### Progress
- [x] {Completed sub-task}
- [x] {Completed sub-task}
- [ ] {Remaining sub-task}
### Next Steps
When resuming, I should:
1. {Next step 1}
2. {Next step 2}
### Session End State
{Brief description of where things stand}
---
## Session 2
**Date**: YYYY-MM-DD HH:MM
**Agent**: {agent-id}
**Duration**: ~{X} hours
**Session State**: {started / continued / completed / paused}
### Context Restored
{How context was restored from previous session}
### What I Did
- {Action 1}
- {Action 2}
### What I Learned
- {Learning 1}
### What I Struggled With
- {Struggle 1}
### Decisions Made
- **{Decision}**: {Rationale}
### Commits This Session
| Commit | Description |
|--------|-------------|
| {hash} | {description} |
### Progress
- [x] {Completed sub-task}
- [ ] {Remaining sub-task}
### Next Steps
{If more work needed}
### Session End State
{Current state}
---
## Summary (For Handoff)
**Total Sessions**: X
**Total Time**: ~X hours
**Agents Involved**: {agent-id}, {agent-id}
### Key Learnings
1. {Most important learning}
2. {Second most important}
3. {Third}
### Key Decisions
1. {Decision 1}: {Why}
2. {Decision 2}: {Why}
### Gotchas for Future Work
- {Gotcha 1 - something that tripped you up}
- {Gotcha 2 - something to watch out for}
### Reusable Patterns
- {Pattern that could be used elsewhere}
### Related Tasks
- {Related task IDs or topics}
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# Implementation Plan: TASK-{ID}
> **Created**: YYYY-MM-DD
> **Author**: {agent-id}
> **Status**: {draft / approved / in_progress / completed}
---
## Overview
{High-level description of the approach}
## Goals
1. {Primary goal}
2. {Secondary goal}
## Non-Goals
- {What we're explicitly NOT doing}
- {Scope boundaries}
---
## Approach
### Strategy
{Explain the overall strategy and why}
### Key Design Decisions
- **{Decision 1}**: {Rationale}
- **{Decision 2}**: {Rationale}
### Alternatives Considered
| Alternative | Pros | Cons | Why Rejected |
|-------------|------|------|--------------|
| {alt 1} | {pros} | {cons} | {why not} |
| {alt 2} | {pros} | {cons} | {why not} |
---
## Sub-Tasks
### Phase 1: {Name}
**Estimated effort**: {time}
- [ ] 1.1 {Sub-task}
- Notes: {any notes}
- [ ] 1.2 {Sub-task}
- Notes: {any notes}
- [ ] 1.3 {Sub-task}
### Phase 2: {Name}
**Estimated effort**: {time}
- [ ] 2.1 {Sub-task}
- [ ] 2.2 {Sub-task}
- [ ] 2.3 {Sub-task}
### Phase 3: Testing & Cleanup
**Estimated effort**: {time}
- [ ] 3.1 Write/update tests
- [ ] 3.2 Run full test suite
- [ ] 3.3 Code cleanup
- [ ] 3.4 Self-review
---
## Technical Details
### Files to Create
| File | Purpose |
|------|---------|
| `path/to/new/file.py` | {purpose} |
### Files to Modify
| File | Changes |
|------|---------|
| `path/to/existing/file.py` | {what changes} |
### Dependencies
- {Library/package needed}
- {Other task dependency}
### API Changes
{If applicable}
| Endpoint | Method | Change |
|----------|--------|--------|
| `/api/v1/example` | POST | New endpoint |
### Database Changes
{If applicable}
| Table | Change |
|-------|--------|
| `users` | Add column `preferences` |
---
## Testing Strategy
### Unit Tests
- [ ] Test {functionality 1}
- [ ] Test {functionality 2}
- [ ] Test edge case: {description}
### Integration Tests
- [ ] Test {integration point 1}
- [ ] Test {integration point 2}
### Manual Testing
- [ ] Verify {scenario 1}
- [ ] Verify {scenario 2}
---
## Risks & Mitigations
| Risk | Probability | Impact | Mitigation |
|------|-------------|--------|------------|
| {Risk 1} | {low/med/high} | {low/med/high} | {how to mitigate} |
| {Risk 2} | {low/med/high} | {low/med/high} | {how to mitigate} |
---
## Open Questions
- [ ] {Question 1}
- Answer: {answer when known}
- [ ] {Question 2}
- Answer: {answer when known}
---
## Checkpoints
| Checkpoint | Criteria | Completed |
|------------|----------|-----------|
| Plan approved | PM reviewed | ☐ |
| Phase 1 complete | Sub-tasks 1.x done | ☐ |
| Phase 2 complete | Sub-tasks 2.x done | ☐ |
| Tests passing | All green | ☐ |
| Self-review done | Checklist complete | ☐ |
| Ready for QA | All criteria met | ☐ |
---
## Notes
{Additional planning notes, references, etc.}
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# QA Review: TASK-{ID}
> **Reviewer**: {qa agent-id}
> **Date**: YYYY-MM-DD
> **Verdict**: {PASSED / NEEDS_REVISION / BLOCKED}
---
## Review Summary
| Aspect | Status | Notes |
|--------|--------|-------|
| Functionality | ✅ / ❌ | {notes} |
| Code Quality | ✅ / ❌ | {notes} |
| Tests | ✅ / ❌ | {notes} |
| Security | ✅ / ❌ | {notes} |
| Documentation | ✅ / ❌ | {notes} |
**Overall Verdict**: {PASSED / NEEDS_REVISION}
---
## Acceptance Criteria Verification
| # | Criterion | Status | Evidence |
|---|-----------|--------|----------|
| 1 | {criterion from task} | ✅ / ❌ | {how verified} |
| 2 | {criterion from task} | ✅ / ❌ | {how verified} |
| 3 | {criterion from task} | ✅ / ❌ | {how verified} |
---
## Functionality Testing
### Happy Path
| Test Case | Expected | Actual | Status |
|-----------|----------|--------|--------|
| {test case 1} | {expected} | {actual} | ✅ / ❌ |
| {test case 2} | {expected} | {actual} | ✅ / ❌ |
### Edge Cases
| Test Case | Expected | Actual | Status |
|-----------|----------|--------|--------|
| {edge case 1} | {expected} | {actual} | ✅ / ❌ |
| {edge case 2} | {expected} | {actual} | ✅ / ❌ |
### Error Handling
| Scenario | Expected | Actual | Status |
|----------|----------|--------|--------|
| {error scenario 1} | {expected} | {actual} | ✅ / ❌ |
| {error scenario 2} | {expected} | {actual} | ✅ / ❌ |
---
## Code Quality Review
### Code Review Checklist
- [ ] Follows project conventions
- [ ] No code duplication
- [ ] Functions are focused (single responsibility)
- [ ] Naming is clear and consistent
- [ ] No dead code or commented-out code
- [ ] Error handling is appropriate
- [ ] Logging is adequate
### Type Safety
- [ ] All types properly defined
- [ ] No `any` types (TS) or missing hints (Python)
- [ ] Null/undefined handled properly
### Observations
{Any code quality observations}
---
## Test Coverage
### Automated Tests
| Category | Before | After | Delta |
|----------|--------|-------|-------|
| Unit Tests | X | X | +X |
| Integration Tests | X | X | +X |
| Coverage % | X% | X% | +X% |
### Test Quality
- [ ] Tests cover happy path
- [ ] Tests cover error cases
- [ ] Tests are readable
- [ ] Tests don't have false positives
### Test Output
```
{Paste test run output}
```
---
## Security Review
### Checklist
- [ ] Input validation present
- [ ] No sensitive data exposed
- [ ] Authentication/authorization correct
- [ ] No injection vulnerabilities (SQL, command, etc.)
- [ ] No XSS vulnerabilities
- [ ] Secrets not hardcoded
### Findings
{Any security observations}
---
## Performance Review
- [ ] No obvious performance issues
- [ ] Database queries optimized
- [ ] No N+1 query problems
- [ ] Appropriate caching considered
### Observations
{Any performance observations}
---
## Issues Found
### Blocking Issues
#### Issue 1: {Title}
**Severity**: {Critical / High}
**Location**: `{file:line}`
**Description**: {What's wrong}
**Steps to Reproduce**:
1. {Step 1}
2. {Step 2}
**Expected**: {What should happen}
**Actual**: {What happens}
**Suggested Fix**: {How to fix, if known}
---
#### Issue 2: {Title}
{Same format}
---
### Non-Blocking Issues
#### Issue 3: {Title}
**Severity**: {Medium / Low}
**Location**: `{file:line}`
**Description**: {What's wrong}
**Suggestion**: {How to improve}
---
## Positive Observations
{What was done well - positive feedback matters!}
- {Good thing 1}
- {Good thing 2}
---
## Suggestions for Future
{Non-blocking suggestions for improvement}
- {Suggestion 1}
- {Suggestion 2}
---
## Verdict Details
### If PASSED
- All acceptance criteria met
- No blocking issues
- Code quality acceptable
- Tests adequate
- Ready for documentation
### If NEEDS_REVISION
**Required changes before re-review**:
1. {Required change 1}
2. {Required change 2}
**Re-review scope**: {What will be re-checked}
---
## Review Log
| Date | Action | Reviewer |
|------|--------|----------|
| YYYY-MM-DD | Initial review | {agent} |
| YYYY-MM-DD | Re-review after fixes | {agent} |
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# TASK-{ID}: {Title}
> **Template**: Research
> **Created**: YYYY-MM-DD
> **Last Updated**: YYYY-MM-DD
---
## Status
| Field | Value |
|-------|-------|
| **State** | `pending` |
| **Priority** | P{0-3} |
| **Cell** | {backend / frontend / ux_ui / board} |
| **Assigned To** | {agent-id or "unassigned"} |
| **Requested By** | {agent-id} |
## Timeline
| Milestone | Date |
|-----------|------|
| Requested | YYYY-MM-DD |
| Started | - |
| Findings Documented | - |
| Reviewed | - |
| Completed | - |
---
## Research Question
{Clear statement of what needs to be researched and why}
## Context
{Why is this research needed? What decision will it inform?}
## Scope
### In Scope
- {Research area 1}
- {Research area 2}
### Out of Scope
- {Not researching this}
- {Not researching that}
---
## Deliverables
- [ ] Summary of findings
- [ ] Recommendation (if applicable)
- [ ] {Additional deliverable}
- [ ] {Additional deliverable}
## Success Criteria
{How will we know the research is complete and sufficient?}
- [ ] {Criterion 1}
- [ ] {Criterion 2}
---
## Research Plan
### Approach
{How will this research be conducted?}
### Sources to Investigate
- [ ] {Source 1: e.g., documentation, codebase, external APIs}
- [ ] {Source 2}
- [ ] {Source 3}
### Questions to Answer
1. {Specific question 1}
2. {Specific question 2}
3. {Specific question 3}
### Time Budget
{Estimated time allocation - research should be timeboxed}
---
## Findings
{Filled in during research}
### Key Discoveries
#### Finding 1: {Title}
{Description}
- **Source**: {where you found this}
- **Confidence**: {high / medium / low}
- **Implications**: {what this means}
#### Finding 2: {Title}
{Description}
- **Source**: {where you found this}
- **Confidence**: {high / medium / low}
- **Implications**: {what this means}
### Data Collected
{Any data, measurements, or evidence gathered}
| Data Point | Value | Source |
|------------|-------|--------|
| {item} | {value} | {source} |
---
## Analysis
### Summary
{High-level summary of findings}
### Options Identified
{If research was to inform a decision}
| Option | Pros | Cons | Effort | Recommendation |
|--------|------|------|--------|----------------|
| {Option A} | {pros} | {cons} | {effort} | {recommended / not recommended} |
| {Option B} | {pros} | {cons} | {effort} | {recommended / not recommended} |
### Unknowns Remaining
{What questions are still unanswered?}
---
## Recommendation
{Final recommendation based on research}
### Recommended Approach
{What should we do?}
### Rationale
{Why this recommendation?}
### Next Steps
- [ ] {Action item 1}
- [ ] {Action item 2}
### Follow-up Tasks
{Tasks that should be created based on this research}
- {TASK-XXX description}
- {TASK-XXX description}
---
## References
{Links to sources, documentation, external resources}
- {Reference 1}
- {Reference 2}
---
## Quick Context Restore
**Current state**: Not started
**Research progress**: 0%
**Key findings so far**: None yet
---
## Notes
{Additional context, tangential findings, future research ideas}
---
## Changelog
| Date | Agent | Change |
|------|-------|--------|
| YYYY-MM-DD | {agent} | Research requested |