executing-plans

Executing Plans (Linear with Checkpoints)

Execute the plan task by task. Pause after every 3 tasks for human review.

This remains the explicit manual-checkpoint profile. New host-native or fallback runs may enter through governed-execution; when they do, use its selected driver for lifecycle calls, sensitive-action decisions, budgets, receipts, and reconciliation while preserving every checkpoint in this skill.

Workflow File Resolution

Resolve which workflow file to execute:

1. If the user specified a filename → use that file
2. Else, glob for canonical workflows in docs/plans/*-workflow.md:
   • One match → use it automatically
   • Multiple matches → if one is clearly the newest revision for the same semantic slug, prefer it; otherwise list them and ask the user to pick
3. If no canonical matches, glob for legacy hotl-workflow*.md in project root:
   • One match → use it automatically
   • Multiple matches → list them and ask the user to pick
4. No matches → stop and ask the user to create or name a workflow file

Branch/Worktree Preflight

After resolving the workflow file, run this preflight before executing any steps:

1. Is this a git repo with at least one commit?
   - No  → log "Skipping branch setup (no git history)" → proceed to step execution
   - Yes → continue

2. Check for uncommitted changes
   - First, exclude HOTL-owned transient artifacts from the dirty check:
     • docs/plans/*-workflow.md (canonical workflow files)
     • hotl-workflow-*.md (legacy workflow files)
     • docs/designs/*.md (canonical design docs from brainstorming)
     • docs/plans/*-design.md, docs/plans/*-plan.md (legacy design docs from brainstorming)
     • .hotl/ (runtime state, reports, cache)
   - If only HOTL artifacts are dirty → treat as clean, continue
   - If non-HOTL dirty files exist:
     • If dirty_worktree: allow in workflow frontmatter → proceed without prompting
     • Otherwise → HARD-FAIL. Tell the user which non-HOTL files are dirty. Offer choices:
       a. Clean up manually, then re-run
       b. Stash manually, then re-run
       c. Explicitly approve HOTL to stash and continue
   - Clean → continue

3. Determine branch name
   - If branch: field exists in workflow frontmatter → use it
   - Otherwise → derive `hotl/<slug>` from the workflow filename
     • Canonical: strip `YYYY-MM-DD-` prefix and `-workflow.md` suffix from `docs/plans/YYYY-MM-DD-<slug>-workflow.md`
     • Legacy: strip `hotl-workflow-` prefix and `.md` suffix from `hotl-workflow-<slug>.md`

4. Capture authoring origin
   - Record the current branch name (if any) and current `HEAD` commit as the workflow's authoring origin
   - If the current branch is neither `main` nor `master`, and the workflow frontmatter does not already set `branch:` or `worktree:`, PAUSE and ask:
     a. Continue on the current branch in this checkout
        → set `branch: <current-branch>` and `worktree: false`
     b. Use HOTL's isolated execution branch/worktree (recommended)
        → leave `worktree: true` and let HOTL derive `hotl/<slug>` unless the user wants a custom branch name
     c. Use a custom execution branch
        → set `branch: <user-branch>` and keep worktree isolation unless the user explicitly opts out
   - Explain clearly: the authoring checkout and the execution checkout can differ. HOTL can execute in a separate worktree while leaving the current checkout untouched

5. Determine isolation mode
   - If `worktree: host` in frontmatter → stay on the current checkout's current feature branch exactly as provided by the host tool; reject `main` and `master`
   - If `worktree: false` in frontmatter → stay in the current checkout and use a dedicated branch there
   - If the current checkout is already a named linked git worktree, and the workflow frontmatter does not set `branch:` or `worktree:`, use host mode automatically to avoid stacking another worktree
   - Otherwise → use an isolated git worktree by default

6. Check if the target branch/worktree already exists locally
   - Current helper behavior: existing branch/worktree collisions are a hard stop, not an interactive reuse/recreate flow
   - If the helper reports an existing branch/worktree conflict, stop and ask the user whether to reuse manually, delete+recreate manually, or abort
   - Does not exist → create (no prompt)

7. Resolve the execution root with `scripts/hotl-prepare-execution-root.sh <workflow-file> --executor-mode <mode>`
   - The helper returns JSON with: `branch`, `repo_root`, `execution_root`, `workflow_path`, `source_workflow_path`, `source_branch`, `source_head`, `worktree_path`
   - By default it creates a linked git worktree for the branch, copies the current workflow into that worktree, and returns that worktree as `execution_root`
   - If `worktree: false` in frontmatter → create/switch to the dedicated branch in the current checkout and return the repo root as `execution_root`
   - If `worktree: host` in frontmatter → keep the current branch and return the current checkout as `execution_root`; if `branch:` is set, it must match the current branch
   - If `branch:` matches the currently checked-out branch while worktree isolation is still enabled, the helper must STOP with a clear message telling the user to set `worktree: false` or `worktree: host` for same-branch continuity
8. Change into `execution_root`
   - Every later git command, runtime call, Codex helper call, and review command for this run MUST execute from that directory