Project Plan State Management

State Model

Plan State (ROADMAP.md)

- [ ] = Pending
- [~] = In Progress
- [x] = Complete
- [!] = Blocked

Phase State

• Task Status: [ ] → [~] → [x]
• Handoff: Created when blocked
• Summary: Created when complete

Quick Reference

Templates

• Roadmap: assets/templates/roadmap.md - Phase-based progress tracking
• Handoff: assets/templates/handoff.md - Blocker documentation

References

• Creation: references/creation-workflow.md - Logic for planning new projects (Autonomous vs Interactive)
• Modification: references/modification-workflow.md - Protocols for updating plans
• Execution: references/execution-workflow.md - State-based execution logic
• State: references/state-management.md - State tracking protocols
• Handoffs: references/handoff-protocols.md - Handle blockers and transfers
• Verification: references/verification-workflows.md - Success verification at task/phase/plan levels

Execution Protocol

1. Read State: Read .cattoolkit/plan/{project-slug}/ROADMAP.md to find the active phase.
2. Read Tasks: Read the active phase file (e.g., phases/01-setup/01-01-PLAN.md).
3. Execute Loop:
   • Pick next [ ] task
   • Execute: Write code, run commands
   • Verify: Run tests/checks (Self-Correction)
   • Mark Complete: Edit phase file to [x]
4. Stop: When phase is done or blocked.

Execution Checklist (Quick Reference)

Phase Start

• [ ] Read ROADMAP.md & verify dependencies
• [ ] Update status [ ] → [~]

Task Execution

• [ ] Dispatch to worker agent (non-interactive)
• [ ] Monitor & verify completion
• [ ] Update task status immediately

Phase Complete

• [ ] All tasks [x] complete
• [ ] Create phase summary
• [ ] Update ROADMAP.md [~] → [x]

Handoff Required

• [ ] Identify blocker
• [ ] Create HANDOFF.md using template
• [ ] Update status [~] → [!]
• [ ] Pause execution

Error Handling

Recovery Strategy:

• Level 1: Automatic recovery (retry, clear cache, restart)
• Level 2: Partial recovery (skip task, use alternative)
• Level 3: Handoff required (authentication, critical errors, decisions)

State Management Protocol

1. Read State: Always read ROADMAP.md before starting work
2. Update State: Update task status immediately upon completion
3. Atomic Commits: One commit per checkmark for reproducibility
4. Handoff Creation: Create HANDOFF.md for blockers
5. Verification: Verify completion at task, phase, and plan levels

Architecture Decision Records

When to Create ADR:

• Technology stack changes
• Major architectural patterns
• Breaking API changes
• Infrastructure additions
• Significant refactors

Protocol:

• Auto-increment numbering (ADR-001, ADR-002, etc.)
• Append-only to .cattoolkit/plan/{project}/ADR.md
• Never delete or modify old entries

Note: For architecture design and system analysis, use designing-architecture skill.