kata-execute-phase

• --gaps-only

  — Execute only gap closure plans (plans with

  gap_closure: true

  in frontmatter). Use after phase-verify creates fix plans.

MODEL_PROFILE=$(cat .planning/config.json 2>/dev/null | grep -o '"model_profile"[[:space:]]*:[[:space:]]*"[^"]*"' | grep -o '"[^"]*"$' | tr -d '"' || echo "balanced")

1. Validate phase exists Find phase directory using the discovery script:
   bash

   bash "${SKILL_BASE_DIR}/scripts/find-phase.sh" "$PHASE_ARG"

   Outputs

   PHASE_DIR

   ,

   PLAN_COUNT

   , and

   PHASE_STATE

   as key=value pairs. Exit code 1 = not found, 2 = no plans. Parse the output to set these variables for subsequent steps.

# Move from pending to active when execution begins
# PHASE_STATE is from find-phase.sh output (step 1)
if [ "$PHASE_STATE" = "pending" ]; then
  DIR_NAME=$(basename "$PHASE_DIR")
  mkdir -p ".planning/phases/active"
  mv "$PHASE_DIR" ".planning/phases/active/${DIR_NAME}"
  PHASE_DIR=".planning/phases/active/${DIR_NAME}"
  echo "Phase moved to active/"
fi

PR_WORKFLOW=$(cat .planning/config.json 2>/dev/null | grep -o '"pr_workflow"[[:space:]]*:[[:space:]]*[^,}]*' | grep -o 'true\|false' || echo "false")

1. Get milestone version from ROADMAP.md:
   bash

   MILESTONE=$(grep -oE 'v[0-9]+\.[0-9]+(\.[0-9]+)?' .planning/ROADMAP.md | head -1 | tr -d 'v')

2. Get phase number and slug from PHASE_DIR:
   bash

   PHASE_NUM=$(basename "$PHASE_DIR" | sed -E 's/^([0-9]+)-.*/\1/')
   SLUG=$(basename "$PHASE_DIR" | sed -E 's/^[0-9]+-//')

3. Infer branch type from phase goal (feat/fix/docs/refactor/chore, default feat):
   bash

   PHASE_GOAL=$(grep -A 5 "Phase ${PHASE_NUM}:" .planning/ROADMAP.md | grep "Goal:" | head -1 || echo "")
   if echo "$PHASE_GOAL" | grep -qi "fix\|bug\|patch"; then
     BRANCH_TYPE="fix"
   elif echo "$PHASE_GOAL" | grep -qi "doc\|readme\|comment"; then
     BRANCH_TYPE="docs"
   elif echo "$PHASE_GOAL" | grep -qi "refactor\|restructure\|reorganize"; then
     BRANCH_TYPE="refactor"
   elif echo "$PHASE_GOAL" | grep -qi "chore\|config\|setup"; then
     BRANCH_TYPE="chore"
   else
     BRANCH_TYPE="feat"
   fi

4. Create branch with re-run protection:
   bash

   BRANCH="${BRANCH_TYPE}/v${MILESTONE}-${PHASE_NUM}-${SLUG}"
   if git show-ref --verify --quiet refs/heads/"$BRANCH"; then
     git checkout "$BRANCH"
     echo "Branch $BRANCH exists, resuming on it"
   else
     git checkout -b "$BRANCH"
     echo "Created branch $BRANCH"
   fi

1. Discover plans
   • List all *-PLAN.md files in phase directory
   • Check which have *-SUMMARY.md (already complete)
   • If

     --gaps-only

     : filter to only plans with

     gap_closure: true

   • Build list of incomplete plans
2. Group by wave
   • Read

     wave

     from each plan's frontmatter
   • Group plans by wave number

1. Execute waves For each wave in order:
   • Spawn

     general-purpose

     executor for each plan in wave (parallel Task calls)
   • Wait for completion (Task blocks)
   • Verify SUMMARYs created
   • Update GitHub issue checkboxes (if enabled):
     Build COMPLETED_PLANS_IN_WAVE from SUMMARY.md files created this wave:
     bash

     # Get plan numbers from SUMMARYs that exist after this wave
     COMPLETED_PLANS_IN_WAVE=""
     for summary in $(find "${PHASE_DIR}" -maxdepth 1 -name "*-SUMMARY.md" 2>/dev/null); do
       # Extract plan number from filename (e.g., 04-01-SUMMARY.md -> 01)
       plan_num=$(basename "$summary" | sed -E 's/^[0-9]+-([0-9]+)-SUMMARY\.md$/\1/')
       # Check if this plan was in the current wave (from frontmatter we read earlier)
       if echo "${WAVE_PLANS}" | grep -q "plan-${plan_num}"; then
         COMPLETED_PLANS_IN_WAVE="${COMPLETED_PLANS_IN_WAVE} ${plan_num}"
       fi
     done

     Check github.enabled and issueMode:
     bash

     GITHUB_ENABLED=$(cat .planning/config.json 2>/dev/null | grep -o '"enabled"[[:space:]]*:[[:space:]]*[^,}]*' | grep -o 'true\|false' || echo "false")
     ISSUE_MODE=$(cat .planning/config.json 2>/dev/null | grep -o '"issueMode"[[:space:]]*:[[:space:]]*"[^"]*"' | grep -o '"[^"]*"$' | tr -d '"' || echo "never")

     If

     GITHUB_ENABLED != true

     OR

     ISSUE_MODE = never

     : Skip GitHub update.
     Otherwise:
     1. Find phase issue number:
     bash

     VERSION=$(grep -oE 'v[0-9]+\.[0-9]+(\.[0-9]+)?' .planning/ROADMAP.md | head -1 | tr -d 'v')
     ISSUE_NUMBER=$(gh issue list \
       --label "phase" \
       --milestone "v${VERSION}" \
       --json number,title \
       --jq ".[] | select(.title | startswith(\"Phase ${PHASE}:\")) | .number" \
       2>/dev/null)

     If issue not found: Warn and skip (non-blocking).
     1. Read current issue body:
     bash

     ISSUE_BODY=$(gh issue view "$ISSUE_NUMBER" --json body --jq '.body' 2>/dev/null)

     1. For each completed plan in this wave, update checkbox:
     bash

     for plan_num in ${COMPLETED_PLANS_IN_WAVE}; do
       # Format: Plan 01, Plan 02, etc.
       PLAN_ID="Plan $(printf "%02d" $plan_num):"
       # Update checkbox: - [ ] -> - [x]
       ISSUE_BODY=$(echo "$ISSUE_BODY" | sed "s/^- \[ \] ${PLAN_ID}/- [x] ${PLAN_ID}/")
     done

     1. Write and update:
     bash

     printf '%s\n' "$ISSUE_BODY" > /tmp/phase-issue-body.md
     gh issue edit "$ISSUE_NUMBER" --body-file /tmp/phase-issue-body.md 2>/dev/null \
       && echo "Updated issue #${ISSUE_NUMBER}: checked off Wave ${WAVE_NUM} plans" \
       || echo "Warning: Failed to update issue #${ISSUE_NUMBER}"

     This update happens ONCE per wave (after all plans in wave complete), not per-plan, avoiding race conditions.
   • Open Draft PR (first wave only, pr_workflow only):
     After first wave completion (orchestrator provides PHASE_ARG):
     bash

     # Re-read config (bash blocks don't share state)
     PR_WORKFLOW=$(cat .planning/config.json 2>/dev/null | grep -o '"pr_workflow"[[:space:]]*:[[:space:]]*[^,}]*' | grep -o 'true\|false' || echo "false")
     GITHUB_ENABLED=$(cat .planning/config.json 2>/dev/null | grep -o '"enabled"[[:space:]]*:[[:space:]]*[^,}]*' | head -1 | grep -o 'true\|false' || echo "false")
     ISSUE_MODE=$(cat .planning/config.json 2>/dev/null | grep -o '"issueMode"[[:space:]]*:[[:space:]]*"[^"]*"' | grep -o '"[^"]*"$' | tr -d '"' || echo "never")
     MILESTONE=$(grep -E "^\- \[.\] \*\*Phase|^### v" .planning/ROADMAP.md | grep -E "In Progress" | grep -oE "v[0-9]+\.[0-9]+(\.[0-9]+)?" | head -1 | tr -d 'v')
     [ -z "$MILESTONE" ] && MILESTONE=$(grep -oE 'v[0-9]+\.[0-9]+(\.[0-9]+)?' .planning/ROADMAP.md | head -1 | tr -d 'v')
     # PHASE_DIR already set by universal discovery in step 1
     PHASE_NUM=$(basename "$PHASE_DIR" | sed -E 's/^([0-9]+)-.*/\1/')
     BRANCH=$(git branch --show-current)
     
     if [ "$PR_WORKFLOW" = "true" ]; then
       # Check if PR already exists (re-run protection - also handles wave > 1)
       EXISTING_PR=$(gh pr list --head "$BRANCH" --json number --jq '.[0].number' 2>/dev/null)
       if [ -n "$EXISTING_PR" ]; then
         echo "PR #${EXISTING_PR} already exists, skipping creation"
         PR_NUMBER="$EXISTING_PR"
       else
         # Push branch and create draft PR
         git push -u origin "$BRANCH"
     
         # Get phase name from ROADMAP.md (format: #### Phase N: Name)
         PHASE_NAME=$(grep -E "^#### Phase ${PHASE_NUM}:" .planning/ROADMAP.md | sed -E 's/^#### Phase [0-9]+: //' | xargs)
     
         # Build PR body (Goal is on next line after phase header)
         PHASE_GOAL=$(grep -A 3 "^#### Phase ${PHASE_NUM}:" .planning/ROADMAP.md | grep "Goal:" | sed 's/.*Goal:[[:space:]]*//')
     
         # Get phase issue number for linking (if github.enabled)
         CLOSES_LINE=""
         if [ "$GITHUB_ENABLED" = "true" ] && [ "$ISSUE_MODE" != "never" ]; then
           PHASE_ISSUE=$(gh issue list --label phase --milestone "v${MILESTONE}" \
             --json number,title --jq ".[] | select(.title | startswith(\"Phase ${PHASE_NUM}:\")) | .number" 2>/dev/null)
           [ -n "$PHASE_ISSUE" ] && CLOSES_LINE="Closes #${PHASE_ISSUE}"
           # Store PHASE_ISSUE for use in step 10.6 merge path
         fi
     
         # Build plans checklist (all unchecked initially)
         PLANS_CHECKLIST=""
         for plan in $(find "${PHASE_DIR}" -maxdepth 1 -name "*-PLAN.md" 2>/dev/null); do
           plan_name=$(grep -m1 "<name>" "$plan" | sed 's/.*<name>//;s/<\/name>.*//' || basename "$plan" | sed 's/-PLAN.md//')
           plan_num=$(basename "$plan" | sed -E 's/^[0-9]+-([0-9]+)-PLAN\.md$/\1/')
           PLANS_CHECKLIST="${PLANS_CHECKLIST}- [ ] Plan ${plan_num}: ${plan_name}\n"
         done
     
         # Collect source_issue references from all plans
         SOURCE_ISSUES=""
         for plan in $(find "${PHASE_DIR}" -maxdepth 1 -name "*-PLAN.md" 2>/dev/null); do
           source_issue=$(grep -m1 "^source_issue:" "$plan" | cut -d':' -f2- | xargs)
           if echo "$source_issue" | grep -q "^github:#"; then
             issue_num=$(echo "$source_issue" | grep -oE '#[0-9]+')
             [ -n "$issue_num" ] && SOURCE_ISSUES="${SOURCE_ISSUES}Closes ${issue_num}\n"
           fi
         done
         SOURCE_ISSUES=$(echo "$SOURCE_ISSUES" | sed '/^$/d')  # Remove empty lines
     
         cat > /tmp/pr-body.md << PR_EOF

Phase Goal

Plans

Source Issues

     # Create draft PR
     gh pr create --draft \
       --base main \
       --title "v${MILESTONE} Phase ${PHASE_NUM}: ${PHASE_NAME}" \
       --body-file /tmp/pr-body.md

     PR_NUMBER=$(gh pr list --head "$BRANCH" --json number --jq '.[0].number')
     echo "Created draft PR #${PR_NUMBER}"
   fi
 fi
 ```

 Store PR_NUMBER for step 10.5.

 **Note:** PR body checklist items remain unchecked throughout execution. The PR body is static after creation — it does NOT update as plans complete. The GitHub issue (updated after each wave above) is the source of truth for plan progress during execution.

• Proceed to next wave

1. Aggregate results
   • Collect summaries from all plans
   • Report phase completion status
2. Commit any orchestrator corrections Check for uncommitted changes before verification:
   bash

   git status --porcelain

   If changes exist: Orchestrator made corrections between executor completions. Commit them:
   bash

   git add -u && git commit -m "fix({phase}): orchestrator corrections"

   If clean: Continue to test suite.

TEST_SCRIPT=$(cat package.json 2>/dev/null | grep -o '"test"[[:space:]]*:[[:space:]]*"[^"]*"' | head -1)

• Run

  npm test

• If tests pass: proceed to step 7
• If tests fail: report test failures, still proceed to step 7

• Skip this step, proceed to step 7

gap_closure

1. Verify phase goal Check config:

   WORKFLOW_VERIFIER=$(cat .planning/config.json 2>/dev/null | grep -o '"verifier"[[:space:]]*:[[:space:]]*[^,}]*' | grep -o 'true\|false' || echo "true")

   If

   workflow.verifier

   is

   false

   : Skip to step 8 (treat as passed).
   Otherwise:
   • Spawn

     kata-verifier

     subagent with phase directory and goal
   • Verifier checks must_haves against actual codebase (not SUMMARY claims)
   • Creates VERIFICATION.md with detailed report
   • Route by status:

     • passed

       → continue to step 8

     • human_needed

       → present items, get approval or feedback

     • gaps_found

       → present gaps, offer

       /kata-plan-phase {X} --gaps

# Validate completion artifacts
PLAN_COUNT=$(find "$PHASE_DIR" -maxdepth 1 -name "*-PLAN.md" 2>/dev/null | wc -l | tr -d ' ')
MISSING=""
if [ "$PLAN_COUNT" -eq 0 ]; then
  MISSING="${MISSING}\n- No PLAN.md files found"
fi
for plan in $(find "$PHASE_DIR" -maxdepth 1 -name "*-PLAN.md" 2>/dev/null); do
  plan_id=$(basename "$plan" | sed 's/-PLAN\.md$//')
  [ ! -f "$PHASE_DIR/${plan_id}-SUMMARY.md" ] && MISSING="${MISSING}\n- Missing SUMMARY.md for ${plan_id}"
done
# Non-gap phases require VERIFICATION.md
IS_GAP=$(find "$PHASE_DIR" -maxdepth 1 -name "*-PLAN.md" -exec grep -l "gap_closure: true" {} + 2>/dev/null | head -1)
if [ -z "$IS_GAP" ] && ! find "$PHASE_DIR" -maxdepth 1 -name "*-VERIFICATION.md" 2>/dev/null | grep -q .; then
  MISSING="${MISSING}\n- Missing VERIFICATION.md (required for non-gap phases)"
fi

if [ -z "$MISSING" ]; then
  DIR_NAME=$(basename "$PHASE_DIR")
  mkdir -p ".planning/phases/completed"
  mv "$PHASE_DIR" ".planning/phases/completed/${DIR_NAME}"
  PHASE_DIR=".planning/phases/completed/${DIR_NAME}"
  echo "Phase validated and moved to completed/"
else
  echo "Warning: Phase incomplete:${MISSING}"
fi

1. Update roadmap and state
   • Update ROADMAP.md, STATE.md
2. Update requirements Mark phase requirements as Complete:
   • Read ROADMAP.md, find this phase's

     Requirements:

     line (e.g., "AUTH-01, AUTH-02")
   • Read REQUIREMENTS.md traceability table
   • For each REQ-ID in this phase: change Status from "Pending" to "Complete"
   • Write updated REQUIREMENTS.md
   • Skip if: REQUIREMENTS.md doesn't exist, or phase has no Requirements line
3. Commit phase completion Check

   COMMIT_PLANNING_DOCS

   from config.json (default: true). If false: Skip git operations for .planning/ files. If true: Bundle all phase metadata updates in one commit:
   • Stage:

     git add .planning/ROADMAP.md .planning/STATE.md

   • Stage REQUIREMENTS.md if updated:

     git add .planning/REQUIREMENTS.md

   • Commit:

     docs({phase}): complete {phase-name} phase

After phase completion commit:
```bash
if [ "$PR_WORKFLOW" = "true" ]; then
  # Push final commits
  git push origin "$BRANCH"

  # Mark PR ready for review
  gh pr ready

  PR_URL=$(gh pr view --json url --jq '.url')
  echo "PR marked ready: $PR_URL"
fi
```

Store PR_URL for offer_next output.

After PR is ready (or after phase commits if pr_workflow=false), present the user with post-verification options. This is the decision point before proceeding to completion output.

**Control flow:**
- UAT → returns here after completion
- PR review → step 10.7 → returns here
- Merge → executes merge → returns here
- Skip → proceeds to step 11

**IMPORTANT:** Do NOT skip this step. Do NOT proceed directly to step 11. The user must choose how to proceed.

Use AskUserQuestion:
- header: "Phase Complete"
- question: "Phase {X} execution complete. What would you like to do?"
- options:
  - "Run UAT (Recommended)" — Walk through deliverables for manual acceptance testing
  - "Run PR review" — 6 specialized agents review code quality
  - "Merge PR" — (if pr_workflow=true) Merge to main
  - "Skip to completion" — Trust automated verification, proceed to next phase/milestone

**Note:** Show "Merge PR" option only if `pr_workflow=true` AND PR exists AND not already merged.

**If user chooses "Run UAT":**
1. Invoke skill: `Skill("kata:kata-verify-work", "{phase}")`
2. UAT skill handles the walkthrough and any issues found
3. After UAT completes, return to this step to ask again (user may want PR review or merge)

**If user chooses "Run PR review":**
4. Invoke skill: `Skill("kata:review-pull-requests")`
5. Display review summary with counts: {N} critical, {M} important, {P} suggestions
6. **STOP and ask what to do with findings** (see step 10.7)
7. After findings handled, return to this step

**If user chooses "Merge PR":**
8. Execute merge:
   ```bash
   gh pr merge "$PR_NUMBER" --merge --delete-branch
   git checkout main && git pull

   # Explicitly close the phase issue (backup in case Closes #X didn't trigger)
   if [ -n "$PHASE_ISSUE" ]; then
     gh issue close "$PHASE_ISSUE" --comment "Closed by PR #${PR_NUMBER} merge" 2>/dev/null \
       && echo "Closed issue #${PHASE_ISSUE}" \
       || echo "Note: Issue #${PHASE_ISSUE} may already be closed"
   fi

   # Close source issues from plans (backup in case Closes #X didn't trigger)
   for plan in $(find "${PHASE_DIR}" -maxdepth 1 -name "*-PLAN.md" 2>/dev/null); do
     source_issue=$(grep -m1 "^source_issue:" "$plan" | cut -d':' -f2- | xargs)
     if echo "$source_issue" | grep -q "^github:#"; then
       issue_num=$(echo "$source_issue" | grep -oE '[0-9]+')
       gh issue close "$issue_num" --comment "Closed by PR #${PR_NUMBER} merge (source issue for plan)" 2>/dev/null || true
     fi
   done
   ```
9. Set MERGED=true
10. Return to this step to ask if user wants UAT or review before continuing

**If user chooses "Skip to completion":**
Continue to step 11.

**STOP here. Do not proceed until user chooses an action.**

Use AskUserQuestion with options based on what was found:
- header: "Review Findings"
- question: "How do you want to handle the review findings?"
- options (show only applicable ones):
  - "Fix critical issues" — (if critical > 0) Fix critical, then offer to add remaining to backlog
  - "Fix critical & important" — (if critical + important > 0) Fix both, then offer to add suggestions to backlog
  - "Fix all issues" — (if any issues) Fix everything
  - "Add to backlog" — Create issues for all findings without fixing
  - "Ignore and continue" — Skip all issues

**After user chooses:**

**Path A: "Fix critical issues"**
1. Fix each critical issue
2. If important or suggestions remain, ask: "Add remaining {N} issues to backlog?"
   - "Yes" → Create issues, store TODOS_CREATED count
   - "No" → Continue
3. Return to step 10.6 checkpoint

**Path B: "Fix critical & important"**
1. Fix each critical and important issue
2. If suggestions remain, ask: "Add {N} suggestions to backlog?"
   - "Yes" → Create issues, store TODOS_CREATED count
   - "No" → Continue
3. Return to step 10.6 checkpoint

**Path C: "Fix all issues"**
1. Fix all critical, important, and suggestion issues
2. Return to step 10.6 checkpoint

**Path D: "Add to backlog"**
1. Create issues for all findings using `/kata-add-issue`
2. Store TODOS_CREATED count
3. Return to step 10.6 checkpoint

**Path E: "Ignore and continue"**
1. Return to step 10.6 checkpoint

Store REVIEW_SUMMARY and TODOS_CREATED for offer_next output.

**Note:** After handling findings, return to step 10.6 so user can choose UAT, merge, or skip. The checkpoint loop continues until user explicitly chooses "Skip to completion".

<offer_next>

gaps_found

human_needed

passed

passed

▶ Next Up

/kata-discuss-phase {Z+1}

/clear

• /kata-plan-phase {Z+1}

  — skip discussion, plan directly

• /kata-verify-work {Z}

  — manual acceptance testing before continuing {If PR_WORKFLOW and not MERGED: -

  gh pr view --web

  — review PR in browser before next phase}

▶ Next Up

• /kata-verify-work — manual acceptance testing
• /kata-complete-milestone — skip audit, archive directly

What's Missing

▶ Next Up

• cat .planning/phases/{phase_dir}/{phase}-VERIFICATION.md — see full report
• /kata-verify-work {Z} — manual testing before planning

1. Planner reads VERIFICATION.md gaps
2. Creates plans 04, 05, etc. to close gaps
3. User runs /kata-execute-phase {Z} again
4. phase-execute runs incomplete plans (04, 05...)
5. Verifier runs again → loop until passed </offer_next>

@

• Each plan file in the wave (e.g.,

  {plan_01_path}

  ,

  {plan_02_path}

  , etc.)

• .planning/STATE.md

• references/executor-instructions.md

  (relative to skill base directory) — store as

  executor_instructions_content

Task(prompt="<agent-instructions>\n{executor_instructions_content}\n</agent-instructions>\n\nExecute plan at {plan_01_path}\n\n<plan>\n{plan_01_content}\n</plan>\n\n<project_state>\n{state_content}\n</project_state>", subagent_type="general-purpose", model="{executor_model}")
Task(prompt="<agent-instructions>\n{executor_instructions_content}\n</agent-instructions>\n\nExecute plan at {plan_02_path}\n\n<plan>\n{plan_02_content}\n</plan>\n\n<project_state>\n{state_content}\n</project_state>", subagent_type="general-purpose", model="{executor_model}")
Task(prompt="<agent-instructions>\n{executor_instructions_content}\n</agent-instructions>\n\nExecute plan at {plan_03_path}\n\n<plan>\n{plan_03_content}\n</plan>\n\n<project_state>\n{state_content}\n</project_state>", subagent_type="general-purpose", model="{executor_model}")

autonomous: false

• Subagent pauses at checkpoint, returns structured state
• Orchestrator presents to user, collects response
• Spawns fresh continuation agent (not resume)

@./references/phase-execute.md

checkpoint_handling

1. Auto-fix bugs - Fix immediately, document in Summary
2. Auto-add critical - Security/correctness gaps, add and document
3. Auto-fix blockers - Can't proceed without fix, do it and document
4. Ask about architectural - Major structural changes, stop and ask user

1. Stage only files modified by that task
2. Commit with format:

   {type}({phase}-{plan}): {task-name}

3. Types: feat, fix, test, refactor, perf, chore
4. Record commit hash for SUMMARY.md

1. Stage plan artifacts only: PLAN.md, SUMMARY.md
2. Commit with format:

   docs({phase}-{plan}): complete [plan-name] plan

3. NO code files (already committed per-task)

1. Stage: ROADMAP.md, STATE.md, REQUIREMENTS.md (if updated), VERIFICATION.md
2. Commit with format:

   docs({phase}): complete {phase-name} phase

3. Bundles all phase-level state updates in one commit

• git add .

• git add -A

• git add src/

  or any broad directory

• All incomplete plans in phase executed
• Each plan has SUMMARY.md
• Phase goal verified (must_haves checked against codebase)
• VERIFICATION.md created in phase directory
• STATE.md reflects phase completion
• ROADMAP.md updated
• REQUIREMENTS.md updated (phase requirements marked Complete)
• GitHub issue checkboxes updated per wave (if github.enabled)
• User informed of next steps </success_criteria>