feat(KB-032): add Planning Mode for AI-assisted task creation

- Add PlanningModeModal component with interactive task planning UI
- Implement backend planning API with /api/planning endpoints
- Add PlanningSession class for managing planning state
- Integrate planning mode into dashboard with header button
- Add comprehensive tests for planning components and API routes
- Include AI agent structure for future planning automation
- Update README with Planning Mode documentation
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gsxdsm
2026-03-29 21:40:14 -07:00
parent 27a18549b3
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/**
* Planning Mode Session Management
*
* Manages AI-guided planning sessions for interactive task creation.
* Sessions are stored in-memory with TTL cleanup.
*
* NOTE: AI Agent integration is stubbed for now. When integrating with
* the real AI agent, update createSession and submitResponse to use
* createKbAgent from "@kb/engine".
*/
import type {
PlanningQuestion,
PlanningSummary,
PlanningResponse,
TaskStore,
} from "@kb/core";
import { createKbAgent } from "@kb/engine";
import { randomUUID } from "node:crypto";
// ── Constants ───────────────────────────────────────────────────────────────
/** Planning system prompt for the AI agent */
export const PLANNING_SYSTEM_PROMPT = `You are a planning assistant for the kb task board system.
Your job: help users transform vague, high-level ideas into well-defined, actionable tasks.
## Conversation Flow
1. User provides a high-level plan (e.g., "Build a user auth system")
2. You ask clarifying questions to understand scope, requirements, and constraints
3. You present UI-friendly selection options when appropriate
4. Once you have enough information, generate a structured summary
## Question Types to Use
- "text": Open-ended follow-up questions for detailed input
- "single_select": When user must choose one option (e.g., tech stack preference)
- "multi_select": When multiple options can apply (e.g., features to include)
- "confirm": Yes/No questions for quick decisions
## Guidelines
- Ask 3-7 questions depending on complexity
- Start broad, then narrow down specifics
- Suggest sensible defaults based on project context
- Keep questions focused and actionable
- When asking about file scope, reference actual project structure
## Summary Generation
When ready to complete, generate:
- A concise but descriptive title (max 80 chars)
- A detailed description with context gathered
- Size estimate (S/M/L) based on scope
- Any suggested dependencies on existing tasks
- Key deliverables as a checklist`;
/** Session TTL in milliseconds (30 minutes) */
const SESSION_TTL_MS = 30 * 60 * 1000;
/** Cleanup interval in milliseconds (5 minutes) */
const CLEANUP_INTERVAL_MS = 5 * 60 * 1000;
/** Max planning sessions per IP per hour */
const MAX_SESSIONS_PER_IP_PER_HOUR = 5;
/** Rate limiting window in milliseconds (1 hour) */
const RATE_LIMIT_WINDOW_MS = 60 * 60 * 1000;
// ── Types ───────────────────────────────────────────────────────────────────
interface Session {
id: string;
ip: string;
initialPlan: string;
history: Array<{ question: PlanningQuestion; response: unknown }>;
currentQuestion?: PlanningQuestion;
summary?: PlanningSummary;
createdAt: Date;
updatedAt: Date;
}
interface RateLimitEntry {
count: number;
firstRequestAt: Date;
}
// ── In-Memory Storage ───────────────────────────────────────────────────────
/** Active planning sessions indexed by session ID */
const sessions = new Map<string, Session>();
/** Rate limiting state indexed by IP */
const rateLimits = new Map<string, RateLimitEntry>();
// ── Cleanup Interval ────────────────────────────────────────────────────────
/**
* Remove expired sessions and stale rate limit entries.
* Runs periodically via setInterval.
*/
function cleanupExpiredSessions(): void {
const now = Date.now();
let cleanedSessions = 0;
let cleanedRateLimits = 0;
// Clean up expired sessions
for (const [id, session] of sessions) {
if (now - session.updatedAt.getTime() > SESSION_TTL_MS) {
sessions.delete(id);
cleanedSessions++;
}
}
// Clean up stale rate limit entries
for (const [ip, entry] of rateLimits) {
if (now - entry.firstRequestAt.getTime() > RATE_LIMIT_WINDOW_MS) {
rateLimits.delete(ip);
cleanedRateLimits++;
}
}
if (cleanedSessions > 0 || cleanedRateLimits > 0) {
console.log(
`[planning] Cleanup: removed ${cleanedSessions} sessions, ${cleanedRateLimits} rate limit entries`
);
}
}
// Start cleanup interval
const cleanupInterval = setInterval(cleanupExpiredSessions, CLEANUP_INTERVAL_MS);
// Handle graceful shutdown
process.on("beforeExit", () => {
clearInterval(cleanupInterval);
});
// ── Rate Limiting ───────────────────────────────────────────────────────────
/**
* Check if IP can create a new planning session.
* Returns true if allowed, false if rate limited.
*/
export function checkRateLimit(ip: string): boolean {
const now = Date.now();
const entry = rateLimits.get(ip);
if (!entry) {
// First request from this IP
rateLimits.set(ip, {
count: 1,
firstRequestAt: new Date(),
});
return true;
}
// Check if window has expired
if (now - entry.firstRequestAt.getTime() > RATE_LIMIT_WINDOW_MS) {
// Reset window
rateLimits.set(ip, {
count: 1,
firstRequestAt: new Date(),
});
return true;
}
// Within window - check limit
if (entry.count >= MAX_SESSIONS_PER_IP_PER_HOUR) {
return false;
}
// Increment count
entry.count++;
return true;
}
/**
* Get rate limit reset time for an IP.
* Returns null if no rate limit entry exists.
*/
export function getRateLimitResetTime(ip: string): Date | null {
const entry = rateLimits.get(ip);
if (!entry) return null;
return new Date(entry.firstRequestAt.getTime() + RATE_LIMIT_WINDOW_MS);
}
// ── Planning Session Class ──────────────────────────────────────────────────
/**
* PlanningSession class for managing AI-guided planning conversations.
*
* This class encapsulates the planning session state and provides methods
* for interacting with the AI agent to generate questions and summaries.
*/
export class PlanningSession {
id: string;
ip: string;
initialPlan: string;
history: Array<{ question: PlanningQuestion; response: unknown }>;
currentQuestion?: PlanningQuestion;
summary?: PlanningSummary;
// eslint-disable-next-line @typescript-eslint/no-explicit-any
agent?: any;
createdAt: Date;
updatedAt: Date;
constructor(initialPlan: string, ip: string) {
this.id = randomUUID();
this.ip = ip;
this.initialPlan = initialPlan;
this.history = [];
this.createdAt = new Date();
this.updatedAt = new Date();
}
/**
* Get the next question from the AI agent based on the initial plan.
* Stubbed - will be replaced with AI agent integration.
*/
async getNextQuestion(): Promise<PlanningQuestion | PlanningSummary> {
if (this.history.length === 0) {
return generateFirstQuestion(this.initialPlan);
}
return this.generateNextQuestionOrSummary();
}
/**
* Submit a response and get the next question or summary.
* Stubbed - will be replaced with AI agent integration.
*/
async submitResponse(response: unknown): Promise<PlanningQuestion | PlanningSummary> {
if (!this.currentQuestion) {
throw new InvalidSessionStateError("No active question in session");
}
this.history.push({
question: this.currentQuestion,
response,
});
this.updatedAt = new Date();
return this.generateNextQuestionOrSummary();
}
/**
* Dispose of the session and cleanup resources.
*/
dispose(): void {
// Cleanup any resources if needed
}
/**
* Generate next question or summary based on session history.
* Stubbed - will be replaced with AI agent integration.
*/
private generateNextQuestionOrSummary(): PlanningQuestion | PlanningSummary {
const historyLength = this.history.length;
if (historyLength < 2) {
return {
id: `q-${historyLength + 1}`,
type: "text",
question: "What are the key requirements or acceptance criteria?",
description: "List the specific things that need to be true for this task to be considered complete.",
};
}
if (historyLength < 3) {
return {
id: "q-confirm",
type: "confirm",
question: "Are there any specific technologies or libraries that should be used?",
description: "Answer yes if you have preferences for specific tech stack choices.",
};
}
return this.generateSummary();
}
/**
* Generate a summary from session history.
* Stubbed - will be replaced with AI agent integration.
*/
private generateSummary(): PlanningSummary {
const scopeResponse = this.history.find((h) => h.question.id === "q-scope")?.response as
| { scope?: string }
| undefined;
const requirementsResponse = this.history.find((h) => h.question.type === "text")?.response as
| { requirements?: string }
| undefined;
const suggestedSize =
scopeResponse?.scope === "small" ? "S" : scopeResponse?.scope === "large" ? "L" : "M";
return {
title: this.initialPlan.slice(0, 80),
description:
`${this.initialPlan}\n\n` +
`Requirements: ${requirementsResponse?.requirements || "Standard implementation"}\n\n` +
`Generated via Planning Mode`,
suggestedSize,
suggestedDependencies: [],
keyDeliverables: ["Implementation", "Tests", "Documentation"],
};
}
}
// ── Stubbed AI Integration (to be replaced with real AI agent) ──────────────
/**
* Generate the first question based on the initial plan.
* This is a stub - will be replaced with AI agent.
*/
function generateFirstQuestion(initialPlan: string): PlanningQuestion {
// Simple stub: ask about scope
return {
id: "q-scope",
type: "single_select",
question: "What is the scope of this plan?",
description: "This helps estimate the size and complexity of the task.",
options: [
{ id: "small", label: "Small - focused change affecting 1-3 files", description: "Quick implementation" },
{ id: "medium", label: "Medium - moderate change affecting 3-10 files", description: "Standard feature" },
{ id: "large", label: "Large - significant change affecting 10+ files", description: "Complex feature or refactor" },
],
};
}
/**
* Generate next question or summary based on session history.
* This is a stub - will be replaced with AI agent.
*/
function generateNextQuestionOrSummary(session: Session): PlanningResponse {
const historyLength = session.history.length;
// Simple stub: ask 2-3 questions then generate summary
if (historyLength < 2) {
return {
type: "question",
data: {
id: `q-${historyLength + 1}`,
type: "text",
question: "What are the key requirements or acceptance criteria?",
description: "List the specific things that need to be true for this task to be considered complete.",
},
};
}
if (historyLength < 3) {
return {
type: "question",
data: {
id: "q-confirm",
type: "confirm",
question: "Are there any specific technologies or libraries that should be used?",
description: "Answer yes if you have preferences for specific tech stack choices.",
},
};
}
// Generate summary after 3 questions
return {
type: "complete",
data: generateSummary(session),
};
}
/**
* Generate a summary from session history.
* This is a stub - will be replaced with AI agent.
*/
function generateSummary(session: Session): PlanningSummary {
// Simple stub: create summary from initial plan and history
const scopeResponse = session.history.find((h) => h.question.id === "q-scope")?.response as
| { scope?: string }
| undefined;
const requirementsResponse = session.history.find((h) => h.question.type === "text")?.response as
| { requirements?: string }
| undefined;
const suggestedSize =
scopeResponse?.scope === "small" ? "S" : scopeResponse?.scope === "large" ? "L" : "M";
return {
title: session.initialPlan.slice(0, 80),
description:
`${session.initialPlan}\n\n` +
`Requirements: ${requirementsResponse?.requirements || "Standard implementation"}\n\n` +
`Generated via Planning Mode`,
suggestedSize,
suggestedDependencies: [],
keyDeliverables: ["Implementation", "Tests", "Documentation"],
};
}
// ── Session Management ───────────────────────────────────────────────────────
/**
* Create a new planning session.
* Returns session ID and first question (stubbed for now - AI integration in future).
*/
export async function createSession(
ip: string,
initialPlan: string,
_store?: TaskStore,
_rootDir?: string
): Promise<{ sessionId: string; firstQuestion: PlanningQuestion }> {
// Check rate limit
if (!checkRateLimit(ip)) {
const resetTime = getRateLimitResetTime(ip);
throw new RateLimitError(
`Rate limit exceeded. Maximum ${MAX_SESSIONS_PER_IP_PER_HOUR} planning sessions per hour. ` +
`Reset at ${resetTime?.toISOString() || "unknown"}`
);
}
const sessionId = randomUUID();
// Generate first question based on initial plan (stub - AI will do this in future)
const firstQuestion = generateFirstQuestion(initialPlan);
const session: Session = {
id: sessionId,
ip,
initialPlan,
history: [],
currentQuestion: firstQuestion,
createdAt: new Date(),
updatedAt: new Date(),
};
sessions.set(sessionId, session);
return { sessionId, firstQuestion };
}
/**
* Submit a response to the current question and get the next question or summary.
* Stubbed - AI integration will be implemented in future.
*/
export async function submitResponse(
sessionId: string,
responses: Record<string, unknown>
): Promise<PlanningResponse> {
const session = sessions.get(sessionId);
if (!session) {
throw new SessionNotFoundError(`Planning session ${sessionId} not found or expired`);
}
if (!session.currentQuestion) {
throw new InvalidSessionStateError("No active question in session");
}
// Record the response
session.history.push({
question: session.currentQuestion,
response: responses,
});
// Generate next question or summary (stub - AI will do this in future)
const result = generateNextQuestionOrSummary(session);
if (result.type === "question") {
session.currentQuestion = result.data;
} else {
session.summary = result.data;
session.currentQuestion = undefined;
}
session.updatedAt = new Date();
return result;
}
/**
* Cancel and cleanup a planning session.
*/
export async function cancelSession(sessionId: string): Promise<void> {
const session = sessions.get(sessionId);
if (!session) {
throw new SessionNotFoundError(`Planning session ${sessionId} not found or expired`);
}
sessions.delete(sessionId);
}
/**
* Get session details.
*/
export function getSession(sessionId: string): Session | undefined {
return sessions.get(sessionId);
}
/**
* Get the current question for a session.
*/
export function getCurrentQuestion(sessionId: string): PlanningQuestion | undefined {
return sessions.get(sessionId)?.currentQuestion;
}
/**
* Get the summary for a completed session.
*/
export function getSummary(sessionId: string): PlanningSummary | undefined {
return sessions.get(sessionId)?.summary;
}
/**
* Cleanup a session (used after task creation).
*/
export function cleanupSession(sessionId: string): void {
sessions.delete(sessionId);
}
/**
* Reset all planning state. Used for testing only.
*/
export function __resetPlanningState(): void {
sessions.clear();
rateLimits.clear();
}
// ── Custom Errors ───────────────────────────────────────────────────────────
export class RateLimitError extends Error {
constructor(message: string) {
super(message);
this.name = "RateLimitError";
}
}
export class SessionNotFoundError extends Error {
constructor(message: string) {
super(message);
this.name = "SessionNotFoundError";
}
}
export class InvalidSessionStateError extends Error {
constructor(message: string) {
super(message);
this.name = "InvalidSessionStateError";
}
}