Plan Ledger Tasks Yylo

---
name: plan-ledger-tasks-yylo
description: Create a concise Product Development Requirement and one or more implementation-sized YYLO Ledger tasks when the user explicitly asks to plan or register work. Planning-only requests stay as external drafts; Ledger records and tasks are created only when the user explicitly asks to register the work or confirms when asked.
---

# Plan Ledger tasks (YYLO)

## Purpose

Turn a requested change into one concise Product Development Requirement (PDR) and one or more implementation-sized YYLO Ledger tasks, with the PDR captured as an immutable artifact receipt. Planning and registration are separate steps: a plan is drafted first, and persistent Ledger records are written only on an explicit request to register.

## When to Use

- The user explicitly asks to plan, register, or break down work.
- Work needs durable requirements and acceptance criteria before any code changes.
- Follow-up tasks need explicit dependencies and ordering.

A planning-only request ("plan this", "break this down") produces the draft package only — the external PDR draft plus a proposed task split. No Ledger record, task, or receipt is created until the user explicitly asks to register the work in the Ledger (or confirms when asked).

Do not use when:

- The user asks for an immediate small edit with no planning step.
- The YYLO CLI or the YYLO Ledger CLI is absent and the user declines installation (see Requirements).
- The user asks only to plan and declines Ledger registration — the external draft is the deliverable.

## Requirements

Required tools (both):

- YYLO CLI (`yy`), installed from the npm package `@yylo/cli`
- YYLO Ledger CLI (`yylo-ledger`), installed from the Python package `yylo-ledger`

`yy ledger` delegates every Ledger command to the separately installed `yylo-ledger` executable; it is not bundled with `@yylo/cli`. `yy --version` passing therefore does not prove the Ledger workflow can run — check both commands below before promising any Ledger work.

Check:

```bash
yy --version
yylo-ledger --version
```

Install (requires user approval — do not auto-install):

```bash
npm install -g @yylo/cli
python -m pip install yylo-ledger
```

For exact-version installs, the YYLO CLI documentation pins the Ledger package (for example `python -m pip install 'yylo-ledger==0.4.0'`, matching the Ledger compatibility policy stated by that `yy` release).

Fallback:

- If `yy` or `yylo-ledger` is not installed, or the Ledger artifact API is unavailable, keep the drafted requirement as a plain external Markdown file and say so.
- Never fake task IDs, receipts, or digests, and never store planning state inside the product repository to compensate.

## Inputs

- The user's request: required features, constraints, acceptance criteria.
- Project instructions (AGENTS.md/CLAUDE.md) and the relevant product code and docs.

## Workflow

1. Read the project instructions and the relevant product code. Read existing task and spec metadata through the installed `yy ledger` commands; do not assume a specific plan file exists.
2. Draft one concise PDR covering goal, current behavior, scope, exclusions, risks, dependencies, acceptance criteria, and focused tests. Keep the draft in a fresh external file — not inside the product tree and not inside a task body.
3. Draft the task split next, still without writing anything: split work into tasks only where pieces can be implemented and validated independently, and note explicit path ownership and dependencies for concurrent tasks. A planning-only request ends here — present the external PDR draft plus the proposed task split, and offer registration as an explicit next step.
4. Register only on an explicit request: create any Ledger record, task, or receipt only when the user explicitly asked to register the work in the Ledger, or explicitly confirms when asked. If the request was planning-only and the user declines or does not answer, deliver the external draft and stop — never create persistent records, tasks, or receipts unprompted.
5. Preflight `yy ledger --help` and `yy ledger artifact --help`. Capture the PDR as a local immutable `report` Artifact Record with task/request provenance, then verify its ID, digest, size, retention, retrieval, and history.
6. Create tasks through routed `yy ledger` commands. Put concise durable requirements and acceptance criteria in each task body, record the PDR artifact ID in supported task fields or provenance, and relate follow-ups instead of reopening archived task IDs.
7. Keep planning metadata out of product worktrees: a product repository ships product documentation only.
8. Do not start implementation, create worktrees, push, deploy, or mutate production unless the user separately asks.

Use `--id`, not legacy `--ID`, for task mutations. Return the task IDs and a short dependency/order summary.

## Output

- For planning-only requests: the external PDR draft and the proposed task split, with a clear statement that nothing was registered in the Ledger.
- For registered work: one immutable PDR artifact (ID, digest, size, retention) and task IDs with a dependency and ordering summary.
- A clear statement when any step fell back to a plain external draft.

## Verification

- Re-read the PDR artifact by ID: `yy ledger get RECORD_ID -f json`. If the installed `get` is task-only, try `yy ledger record get RECORD_ID -f json` after checking native help; stop and request an upgrade if neither is available.
- For unknown IDs use bounded search: `yy ledger record search --projection summary --limit 20` — not trial-and-error typed gets.
- Check exit status, digest, and size; verify included text or explicitly retrieve local bytes with `--content --max-content-bytes N` (64 KiB default, 16 MiB maximum). Never download external payloads implicitly.
- Report the actual Record kind/profile, immutable Record ID, and Ledger slug from a returned Record or a native readback — never invent a slug from a title or confuse it with the ID. If the API omits a field, say it is unavailable.

## Failure Modes

- `yy` or `yylo-ledger` missing or failing to start: keep the external draft, surface both install commands, and stop before creating records.
- Planning-only request: the external draft is the deliverable; ask before registering anything, and never create Ledger records, tasks, or receipts unprompted.
- Artifact API unavailable: stop with the draft intact and request a compatible runtime; do not fall back to product docs, task bodies, or direct store edits.
- Ambiguous, missing, or corrupt records: preserve the diagnostic and report it; do not guess record kinds, projects, or storage types.
- Archived task needing more work: relate a follow-up task instead of reopening the archived ID.