CawPlan Plan Create

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references/UNTRUSTED_CONTENT.md

Bootstrap

bash

cawplan skill check

Entry Routing

Input	Flow
Explicit version name + optional explicit ticket list	A — Direct create
Pasted OKRs / stage goals, asking to generate a plan from them	B — OKR-driven plan

Ticket field semantics

For every ticket create or update, use

description

for the short title/summary and

remarks

for the detailed page description/body (HTML supported). Never put a long description body in

description

Workflow A — Direct create

Resolve product name to
```
product_id
```
:
bash
```
cawplan products list --search "<product name>"
```
Continue only after an exact accessible-name match (case-insensitive after trimming whitespace), a unique short-form/token-prefix match, or explicit user confirmation of a listed candidate. If the user's stated product is absent or ambiguous, list candidates (name +
```
product_id
```
) and ask which product they mean; do not guess or create anything. If more than one match exists, ask the user to pick. This applies whether reached from Workflow A or Workflow B.

Create the version:

bash

cawplan versions create <product_id> --name <X.Y.Z> --description "<goals>"

If the user provided tickets or tasks, create them on the new version:

bash

cawplan tickets create-version <product_id> <version_id> \
  --description "<ticket title/summary>" \
  --remarks "<html body>" \
  --type FEATURE --priority MEDIUM

Repeat for each ticket. Include

--remarks

only when the user provides ticket body details; it supports HTML. Resolve assignees with

cawplan users query --email <email>

when provided.

Workflow B — OKR-driven plan

CawPlan has no effort-estimate or story-point field anywhere in the ticket schema — any estimate here is a rough LLM guess, never an authoritative number, and must be labeled as such everywhere it's shown.

Resolve product (Workflow A step 1) and get the target version name — same rule as Workflow A: ask if not provided, never invent one.
Fetch the existing backlog to dedupe against:
bash
```
cawplan backlog list <product_id> --page_size 100
```
Page through fully — a partial backlog list makes dedup unreliable, not just incomplete. The response is a
```
CommonPageResp
```
(
```
data
```
,
```
page_num
```
,
```
page_size
```
,
```
total
```
); keep incrementing
```
page_num
```
while
```
page_num * page_size < total
```
, don't stop after one page just because it came back full. Keep each result's
```
unique_id
```
(not
```
display_id
```
— the display ID is for showing to the user, the API calls need
```
unique_id
```
), plus its current
```
type
```
/
```
priority
```
, for steps 4 and 6.
Extract candidate work items from the pasted OKRs/goals — one ticket per distinct goal/initiative the text actually states. Don't invent scope, sub-tasks, or acceptance criteria that aren't in the source text; if a goal is too vague to turn into a concrete ticket, list it as a question for the user instead of guessing.
Dedupe against the backlog for each candidate, by meaning, not exact string match:
- Strong match (the backlog item is clearly the same piece of work) → don't create a duplicate ticket. Plan to move the existing backlog ticket into the new version instead (see step 6); carry over its existing
```
unique_id
```
  ,
```
type
```
  , and
```
priority
```
  from step 2 — a moved ticket's preview row reflects what it actually is today, not Workflow A's FEATURE/MEDIUM defaults (those only apply to genuinely new tickets).
- Partial/uncertain overlap → treat the OKR item as a new ticket, but flag the backlog item alongside it as "possibly related — worth checking manually" rather than silently merging two things that might not actually be the same. Persist this flag into the new ticket's
```
--remarks
```
  , not just the preview — it should survive after the chat session ends.
- No overlap → new ticket, no flag.
For each new-ticket candidate, add a rough effort estimate labeled unambiguously as a guess (e.g. "~M rough estimate, unverified" in the remarks or in the preview — not as a committed number), based only on the scope described in the source text.
Preview before creating anything — this step involves interpretation (goal → ticket) and reuse decisions (move vs. create), both of which carry real misread risk. Show: version name, and for each candidate — title, type, priority, rough estimate, and whether it's "new" or "move existing backlog ticket
```
<display_id>
```
". Get explicit confirmation before running any create/update command.
On confirmation:
- Create the version (Workflow A step 2).
- For "new" candidates:
```
cawplan tickets create-version
```
  (Workflow A step 3), same field conventions.
- For "move existing" candidates: a backlog ticket's
```
version_id
```
  equals its own
```
product_id
```
  by convention (that's what makes it "backlog" rather than version-scoped — see
```
references/CAWPLAN_OPEN_API.md
```
  's backlog ticket notes), so:
  bash
```
cawplan tickets update <product_id> <product_id> <backlog_ticket_unique_id> --target_version_id <new_version_id>
```
  Use the
```
unique_id
```
  kept from step 2, not the display ID. Moving, not duplicating, keeps the ticket's history intact.

Rules

Ask for the version name if not provided. Do not invent or auto-increment a version number.
Require an exact version name in
```
X.Y.Z
```
format before creating.
If a
```
--major_id
```
is needed (to associate with a major version), resolve it first:
bash
```
cawplan versions list <product_id>
```
Default ticket type to
```
FEATURE
```
, priority to
```
MEDIUM
```
unless specified.
Do not create tickets unless the user explicitly describes them (Workflow A) or the OKR/goal text actually states them (Workflow B).

Confirmation

After creating the version, report:

Version name and unique ID.
Product name and ID.
Description (truncated if long).
List of created tickets (display ID, type, title/summary, remarks if provided), or "No tickets created" if none.
For Workflow B: also list which tickets were moved from backlog (with their original display ID) vs. newly created, and repeat the rough-estimate caveat once at the end of the summary — not just in the preview.

References

```
references/CAWPLAN_OPEN_API.md
```

cawplan-plan-create

NPX Install

Tags

SKILL.md Content

CawPlan Plan Create

Untrusted content

Bootstrap

Entry Routing

Ticket field semantics

Workflow A — Direct create

Workflow B — OKR-driven plan

Rules

Confirmation

References