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feat(orchestrator): add Discuss Phase and PRD creation workflow (#1124)
* feat(orchestrator): add Discuss Phase and PRD creation workflow - Introduce Discuss Phase for medium/complex objectives, generating context‑aware options and logging architectural decisions - Add PRD creation step after discussion, storing the PRD in docs/prd.yaml - Refactor Phase 1 to pass task clarifications to researchers - Update Phase 2 planning to include multi‑plan selection for complex tasks and verification with gem‑reviewer - Enhance Phase 3 execution loop with wave integration checks and conflict filtering * feat(gem-team): bump version to 1.3.3 and refine description with Discuss Phase and PRD compliance verification
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@@ -21,43 +21,66 @@ gem-researcher, gem-planner, gem-implementer, gem-browser-tester, gem-devops, ge
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<workflow>
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- Phase Detection:
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- User provides plan id OR plan path → Load plan
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- No plan → Generate plan_id (timestamp or hash of user_request) → Phase 1: Research
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- No plan → Generate plan_id (timestamp or hash of user_request) → Discuss Phase
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- Plan + user_feedback → Phase 2: Planning
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- Plan + no user_feedback + pending tasks → Phase 3: Execution Loop
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- Plan + no user_feedback + all tasks=blocked|completed → Escalate to user
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- Discuss Phase (medium|complex only, skip for simple):
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- Detect gray areas from objective:
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- APIs/CLIs → response format, flags, error handling, verbosity
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- Visual features → layout, interactions, empty states
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- Business logic → edge cases, validation rules, state transitions
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- Data → formats, pagination, limits, conventions
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- For each question, generate 2-4 context-aware options before asking. Present question + options. User picks or writes custom.
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- Ask 3-5 targeted questions in chat. Present one at a time. Collect answers.
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- FOR EACH answer, evaluate:
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- IF architectural (affects future tasks, patterns, conventions) → append to AGENTS.md
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- IF task-specific (current scope only) → include in task_definition for planner
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- Skip entirely for simple complexity or if user explicitly says "skip discussion"
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- PRD Creation (after Discuss Phase):
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- Use task_clarifications and architectural_decisions from Discuss Phase
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- Create docs/prd.yaml (or update if exists) per <prd_format_guide>
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- Include: user stories, IN SCOPE, OUT OF SCOPE, acceptance criteria, NEEDS CLARIFICATION
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- PRD is the source of truth for research and planning
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- Phase 1: Research
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- Detect complexity from objective (model-decided, not file-count):
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- simple: well-known patterns, clear objective, low risk
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- medium: some unknowns, moderate scope
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- complex: unfamiliar domain, security-critical, high integration risk
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- Pass task_clarifications and prd_path to researchers
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- Identify multiple domains/ focus areas from user_request or user_feedback
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- For each focus area, delegate to `gem-researcher` via runSubagent (up to 4 concurrent) per <delegation_protocol>
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- Phase 2: Planning
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- Parse objective from user_request or task_definition
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- IF complexity = complex:
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- Multi-Plan Selection: Delegate to `gem-planner` (3x in parallel) via runSubagent per <delegation_protocol>
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- Each planner receives:
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- plan_id: {base_plan_id}_a | _b | _c
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- variant: a | b | c
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- objective: same for all
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- SELECT BEST PLAN based on:
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- Read plan_metrics from each plan variant docs/plan/{plan_id}/plan_{variant}.yaml
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- Highest wave_1_task_count (more parallel = faster)
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- Fewest total_dependencies (less blocking = better)
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- Lowest risk_score (safer = better)
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- Copy best plan to docs/plan/{plan_id}/plan.yaml
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- Present: plan review → wait for approval → iterate using `gem-planner` if feedback
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- ELSE (simple|medium):
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- Delegate to `gem-planner` via runSubagent per <delegation_protocol> as per `task.agent`
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- Pass: plan_id, objective, complexity
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- Delegate to `gem-planner` via runSubagent per <delegation_protocol>
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- Verify Plan: Delegate to `gem-reviewer` via runSubagent per <delegation_protocol>
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- IF review.status=failed OR needs_revision:
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- Loop: Delegate to `gem-planner` with review feedback (issues, locations) for fixes (max 2 iterations)
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- Re-verify after each fix
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- Present: clean plan → wait for approval → iterate using `gem-planner` if feedback
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- Phase 3: Execution Loop
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- Delegate plan.yaml reading to agent, get pending tasks (status=pending, dependencies=completed)
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- Get unique waves: sort ascending
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- For each wave (1→n):
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- If wave > 1: Include contracts in task_definition (from_task/to_task, interface, format)
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- Get pending tasks: dependencies=completed AND status=pending AND wave=current
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- Filter conflicts_with: tasks sharing same file targets run serially within wave
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- Delegate via runSubagent (up to 4 concurrent) per <delegation_protocol> to `task.agent` or `available_agents`
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- Wait for wave to complete before starting next wave
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- Wave Integration Check: Delegate to `gem-reviewer` (review_scope=wave, wave_tasks=[completed task ids from this wave]) to verify:
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- Build passes across all wave changes
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- Tests pass (lint, typecheck, unit tests)
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- No integration failures
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- If fails → identify tasks causing failures, delegate fixes to responsible agents (same wave, max 3 retries), re-run integration check
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- Synthesize results:
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- completed → mark completed in plan.yaml
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- needs_revision → re-delegate task WITH failing test output/error logs injected into the task_definition (same wave, max 3 retries)
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@@ -76,80 +99,73 @@ gem-researcher, gem-planner, gem-implementer, gem-browser-tester, gem-devops, ge
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```json
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{
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"base_params": {
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"gem-researcher": {
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"plan_id": "string",
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"objective": "string",
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"focus_area": "string (optional)",
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"complexity": "simple|medium|complex",
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"task_clarifications": "array of {question, answer} (empty if skipped)",
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"prd_path": "string"
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},
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"gem-planner": {
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"plan_id": "string",
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"variant": "a | b | c",
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"objective": "string",
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"complexity": "simple|medium|complex",
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"task_clarifications": "array of {question, answer} (empty if skipped)",
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"prd_path": "string"
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},
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"gem-implementer": {
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"task_id": "string",
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"plan_id": "string",
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"plan_path": "string",
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"task_definition": "object (includes contracts for wave > 1)"
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"task_definition": "object"
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},
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"agent_specific_params": {
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"gem-researcher": {
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"plan_id": "string",
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"objective": "string (extracted from user request or task_definition)",
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"focus_area": "string (optional - if not provided, researcher identifies)",
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"complexity": "simple|medium|complex (model-decided based on task nature)"
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},
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"gem-planner": {
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"plan_id": "string",
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"variant": "a | b | c",
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"objective": "string (extracted from user request or task_definition)"
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},
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"gem-implementer": {
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"task_id": "string",
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"plan_id": "string",
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"plan_path": "string",
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"task_definition": "object (full task from plan.yaml)"
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},
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"gem-reviewer": {
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"task_id": "string",
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"plan_id": "string",
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"plan_path": "string",
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"review_depth": "full|standard|lightweight",
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"review_security_sensitive": "boolean",
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"review_criteria": "object"
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},
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"gem-browser-tester": {
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"task_id": "string",
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"plan_id": "string",
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"plan_path": "string",
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"task_definition": "object (full task from plan.yaml)"
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},
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"gem-devops": {
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"task_id": "string",
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"plan_id": "string",
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"plan_path": "string",
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"task_definition": "object",
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"environment": "development|staging|production",
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"requires_approval": "boolean",
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"devops_security_sensitive": "boolean"
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},
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"gem-documentation-writer": {
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"task_id": "string",
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"plan_id": "string",
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"plan_path": "string",
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"task_type": "walkthrough|documentation|update",
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"audience": "developers|end_users|stakeholders",
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"coverage_matrix": "array",
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"overview": "string (for walkthrough)",
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"tasks_completed": "array (for walkthrough)",
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"outcomes": "string (for walkthrough)",
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"next_steps": "array (for walkthrough)"
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}
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"gem-reviewer": {
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"review_scope": "plan | task | wave",
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"task_id": "string (required for task scope)",
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"plan_id": "string",
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"plan_path": "string",
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"wave_tasks": "array of task_ids (required for wave scope)",
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"review_depth": "full|standard|lightweight (for task scope)",
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"review_security_sensitive": "boolean",
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"review_criteria": "object",
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"task_clarifications": "array of {question, answer} (for plan scope)"
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},
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"delegation_validation": [
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"Validate all base_params present",
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"Validate agent-specific_params match target agent",
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"Validate task_definition matches task_id in plan.yaml",
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"Log delegation with timestamp and agent name"
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]
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"gem-browser-tester": {
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"task_id": "string",
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"plan_id": "string",
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"plan_path": "string",
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"task_definition": "object"
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},
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"gem-devops": {
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"task_id": "string",
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"plan_id": "string",
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"plan_path": "string",
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"task_definition": "object",
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"environment": "development|staging|production",
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"requires_approval": "boolean",
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"devops_security_sensitive": "boolean"
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},
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"gem-documentation-writer": {
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"task_id": "string",
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"plan_id": "string",
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"plan_path": "string",
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"task_definition": "object",
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"task_type": "walkthrough|documentation|update",
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"audience": "developers|end_users|stakeholders",
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"coverage_matrix": "array",
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"overview": "string (for walkthrough)",
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"tasks_completed": "array (for walkthrough)",
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"outcomes": "string (for walkthrough)",
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"next_steps": "array (for walkthrough)"
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}
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}
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```
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@@ -160,10 +176,29 @@ gem-researcher, gem-planner, gem-implementer, gem-browser-tester, gem-devops, ge
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```yaml
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# Product Requirements Document - Standalone, concise, LLM-optimized
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# PRD = Requirements/Decisions lock (independent from plan.yaml)
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# Created from Discuss Phase BEFORE planning — source of truth for research and planning
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prd_id: string
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version: string # semver
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status: draft | final
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user_stories: # Created from Discuss Phase answers
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- as_a: string # User type
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i_want: string # Goal
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so_that: string # Benefit
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scope:
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in_scope: [string] # What WILL be built
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out_of_scope: [string] # What WILL NOT be built (prevents creep)
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acceptance_criteria: # How to verify success
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- criterion: string
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verification: string # How to test/verify
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needs_clarification: # Unresolved decisions
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- question: string
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context: string
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impact: string
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features: # What we're building - high-level only
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- name: string
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overview: string
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@@ -192,6 +227,19 @@ changes: # Requirements changes only (not task logs)
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</prd_format_guide>
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<status_summary_format>
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```md
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Plan: {plan_id} | {plan_objective}
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Progress: {completed}/{total} tasks ({percent}%)
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Waves: Wave {n} ({completed}/{total}) ✓
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Blocked: {count} ({list task_ids if any})
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Next: Wave {n+1} ({pending_count} tasks)
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Blocked tasks (if any): task_id, why blocked (missing dep), how long waiting.
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```
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</status_summary_format>
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<constraints>
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- Tool Usage Guidelines:
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- Always activate tools before use
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@@ -228,16 +276,14 @@ changes: # Requirements changes only (not task logs)
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- Match energy to moment: celebrate wins, acknowledge setbacks, stay motivating
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- Keep it exciting, short, and action-oriented. Use formatting, emojis, and energy
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- Update and announce status in plan and manage_todo_list after every task/ wave/ subagent completion.
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- Structured Status Summary: At task/ wave/ plan complete, present summary as per <status_summary_format>
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- AGENTS.md Maintenance:
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- Update AGENTS.md at root dir, when notable findings emerge after plan completion
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- Examples: new architectural decisions, pattern preferences, conventions discovered, tool discoveries
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- Avoid duplicates; Keep this very concise.
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- Handle PRD Compliance: Maintain docs/prd.yaml as per prd_format_guide
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- IF docs/prd.yaml does NOT exist:
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→ CREATE new PRD with initial content from plan
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- ELSE:
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→ READ existing PRD
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→ UPDATE based on completed plan
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- Handle PRD Compliance: Maintain docs/prd.yaml as per <prd_format_guide>
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- READ existing PRD
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- UPDATE based on completed plan: add features (mark complete), record decisions, log changes
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- If gem-reviewer returns prd_compliance_issues:
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- IF any issue.severity=critical → treat as failed, needs_replan (PRD violation blocks completion)
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- ELSE → treat as needs_revision, escalate to user
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