intake

name: intake description: Requirement gathering and scope confirmation. ALWAYS use this skill first before any development work. Maps user requests to erxes features and confirms scope.

Skill: Task Intake

When to Use

ALWAYS use this skill first, before any coding skill.

DO NOT start coding until:

1. Scope is identified
2. Feature is mapped to plugin/module
3. User confirms the scope
4. Component checklist is created

Workflow

Step 1: Receive Detected Scope

The detect-scope skill has already run and provided:

• plugin: Detected plugin name
• module: Detected module path
• action: create | modify | fix | delete | create-new-plugin
• scope: frontend | backend | both
• existing_similar: Reference implementations found in the same plugin
• goal_condition: User's description of what "done" looks like
• user_confirmed: Whether user confirmed the detected scope

Use this information directly. Do NOT re-detect what detect-scope already found.

Step 2: Verify Scope (if needed)

If user_confirmed is true and scope is clear, skip to Step 3.

If scope needs clarification (detect-scope couldn't determine):

• Search .agents/maps/feature-map.yaml as fallback
• Ask minimal clarifying questions ONLY about what's missing

DO NOT ask:

• "Which plugin?" → already detected
• "Frontend or backend?" → already inferred
• "What action?" → already classified

Step 3: Build Component Checklist from Detected Scope

Use the detected_scope to build the checklist directly. Do NOT re-derive what detect-scope already determined.

Checklist templates based on action + scope:

For create action with both scope (full CRUD):

□ RecordTable with cursor pagination
□ Create button (opens Sheet/Dialog)
□ Edit action per row
□ Delete action with confirmation
□ Filter bar (when > 10 records)
□ Empty state with illustration
□ Loading skeleton
□ Mongoose schema in db/definitions
□ GraphQL type definitions
□ Query resolvers (list, detail)
□ Mutation resolvers (create, update, delete)
□ Permission checks

For fix action (minimal scope):

□ Identify root cause
□ Fix in affected files only
□ Verify fix works
□ No regressions in related features

For create-new-plugin action:

□ Scaffold frontend plugin ({plugin}_ui)
□ Scaffold backend plugin ({plugin}_api)
□ Register in manifest.yaml
□ Add Module Federation config
□ Add navigation config
□ Basic page/component structure
□ Basic entity/resolver structure

Use existing_similar as reference for component names and patterns.

Step 4: Present Scope to User

Format:

I'll implement this in:

📁 Plugin: {plugin_name}
📂 Module: {module_name}
🎯 Scope: {frontend/backend/both}

Frontend Components:
  • {Component1}
  • {Component2}

Backend Entities:
  • {Entity1}
  • {Entity2}

Deliverables Checklist:
  □ {Item 1}
  □ {Item 2}
  □ {Item 3}

Is this correct? (Yes / No, please specify changes)

Example:

I'll implement this in:

📁 Plugin: content
📂 Module: cms/tags
🎯 Scope: Frontend + Backend

Frontend Components:
  • TagsRecordTable (list view)
  • TagForm (create/edit in Sheet)
  • TagSelector (dropdown for posts)

Backend Entities:
  • Tag (Mongoose schema)
  • Tag resolvers (CRUD)

Deliverables Checklist:
  □ RecordTable with cursor pagination
  □ Create tag form in Sheet
  □ Edit tag per row
  □ Delete tag with confirmation
  □ Tag selector for posts
  □ Real-time updates after mutations
  □ Empty state for no tags

Is this correct? (Yes / No, please specify changes)

Step 5: Wait for Confirmation

If user says "Yes" or confirms:

• Proceed to next skill (create-page, create-table, etc.)
• Pass the confirmed scope and checklist

If user says "No" or requests changes:

• Update scope based on feedback
• Present revised scope
• Wait for confirmation again

If user is unclear:

• Ask clarifying questions
• Do not proceed until scope is clear

Important Rules

1. NEVER start coding before confirmation
2. NEVER assume scope - always confirm
3. ALWAYS present checklist - prevents half-baked features
4. ALWAYS ask about references - "Should I model this after existing X?"
5. If user says "I don't know" - suggest scope based on feature-map.yaml

Examples

Example 1: Clear Request (detect-scope already ran)

detect-scope provided:

• plugin: content, module: cms/tags, action: create, scope: both
• existing_similar: categories module (CategoriesRecordTable, CategoryForm)
• goal_condition: "Tag management page + tag selector in post form"
• user_confirmed: true

User: "Add tags to CMS posts"

LLM (intake):

I'll implement tags in:

📁 Plugin: content
📂 Module: cms/tags
🎯 Scope: Frontend + Backend

Frontend:
  • TagsRecordTable
  • TagForm (Sheet)
  • TagSelector (for posts)

Backend:
  • Tag schema
  • Tag resolvers

Checklist:
  □ RecordTable with cursor pagination
  □ Create/Edit/Delete
  □ Tag selector in post form
  □ Real-time updates

Is this correct?

User: "Yes"

LLM: Proceeds to build.

Example 2: Vague Request (detect-scope already ran)

detect-scope provided:

• plugin: sales, module: pipelines, action: fix, scope: frontend
• goal_condition: "Deal pipeline board drag-and-drop not working"
• user_confirmed: true

User: "Fix the deals page"

LLM (intake):

I'll fix the deal pipeline board drag-and-drop in the sales plugin. Scope: frontend only.

Checklist:
  □ Identify root cause of drag failure
  □ Fix PipelineBoard component
  □ Verify drag-and-drop between stages works
  □ Test stage transitions
  □ No regressions in related features

Is this correct? Any specific edge case you're seeing?

Example 3: Ambiguous Request (detect-scope found conflict)

detect-scope provided:

• plugin: content, module: cms/custom-fields, action: create, scope: both
• detected_conflict: "User said 'products' but custom_fields domain is content, not sales"
• user_confirmed: false (needs clarification)

User: "Add custom fields to products"

LLM (intake):

I detected custom fields for the content plugin (custom fields are managed centrally and applied to products via configuration).

📁 Plugin: content
📂 Module: cms/custom-fields
🎯 Scope: Frontend + Backend

Is this correct? Or do you want product-specific custom fields in the sales plugin?

Common Mistakes to Avoid

❌ Starting to code immediately ❌ Not asking for confirmation ❌ Assuming scope without feature-map lookup ❌ Forgetting to check non-negotiable rules ❌ Not creating a component checklist ❌ Proceeding when user says "I don't know"

Related Files

• .agents/maps/feature-map.yaml - Feature to plugin/module mapping
• .agents/rules/non-negotiable.md - Rules that MUST NOT be broken
• .agents/manifest.yaml - Plugin registry