--- name: goal-backlog description: "Groom the open task pool goal by goal: see everything under each quarter goal, confirm doubtful goal links, retire what has gone stale, and mark what gets picked up first when that goal earns week-time. Use when the user says 'groom my backlog', 'what's under this goal', 'my tasks are a swamp', 'clean up my tasks', or when open tasks have piled up untouched. Not for routing new inbox items; use `triage`. Not for setting the week's priorities; use `week-plan`." --- Turn a swampy task list back into a groomed pool: one goal at a time, decide what's still real, what's next, and what can go — so `/week-plan` pulls from decisions you already made instead of a flat dump. ## Usage - `/goal-backlog` — Walk every group, one goal at a time - `/goal-backlog Q3-2026-goal-2` — Groom one goal only ## The one rule that overrides everything **Never delete or move a task silently.** Every exit from the backlog is the user's decision, and before any line is removed or relocated you show the exact lines that will change. Completing a task through the Work MCP is the only exit that needs no preview, because nothing is removed. --- ## Step 1: Load the backlog Call `get_goal_backlog(goal_id="all")` (or the single goal ID the user named). Handle the response per CLAUDE.md's `feature_status` convention: - `off` (Quarter Goals room off): one calm line with the returned `user_message`, no error tone, and stop — there is nothing to groom without goals. - `not_installed` / `broken`: surface the returned `user_message` and its fix path, then stop. - `unknown`, or the tool errors: say the backlog could not be checked. Do not improvise a grooming pass from grep. If the pool is empty (`open_task_count` is 0), say so plainly and stop — no invented work. Then show a one-screen overview in plain language, largest and stalest groups first: > "27 open tasks. Goal 2 (Launch mobile beta) holds 14 — 9 untouched for 3+ weeks. Goal 1 holds 6, all fresh. 5 tasks serve a pillar but no goal, and 2 are linked to nothing at all. Where do you want to start?" Staleness comes from each task's `staleness_days` (age since the task was created); a group's `stale_count` uses the 3-week line the tool reports. Say "sat untouched for 3+ weeks" — never dress the number up as activity data it isn't. ## Step 2: Groom one goal at a time For the chosen group, show: the count, the stale flags, tentative `(?)` links, and the current next-up order if one exists. Keep it to one screen; titles and ages, not raw metadata. Work through three passes, in this order: ### 2a. Settle the doubtful links For each task marked `tentative`, ask one short question — "Does 'Draft partner FAQ' really serve this goal?" — and call `confirm_goal_link(task_id, action="confirm")` or `action="clear"`. Cleared tasks fall back to their pillar group; mention that so they don't seem to vanish. ### 2b. Retire what's dead — completion is not the only exit For stale items (and anything the user calls out), offer four honest exits: | Exit | What happens | How | |------|--------------|-----| | **Done** | It was actually finished — mark it complete everywhere | `update_task_status(task_id, status="d")` | | **Someday** | Still real, not this quarter — park it out of the open pool | Move the task line **and its indented child bullets** from `03-Tasks/Tasks.md` to `03-Tasks/Someday.md` (create that file with a one-line header if missing). Show the exact lines before moving. Nothing is deleted; moving the lines back revives the task. | | **Delete** | It's noise — remove it for good | Show the exact lines that will be removed and get an explicit yes **for that task** first. Never batch-delete on one blanket approval. | | **Keep** | Still earning its place | No change | ### 2c. Set the next-up order for the survivors Ask the deciding question plainly: **"When this goal gets week-time, what should be picked up first?"** For each item the user sequences, call `set_task_next_up(task_id, next_up=N)` (1 = first). To drop something out of the order, `set_task_next_up(task_id, next_up=null)`. Suggest an order from priority and age if asked, but the user ranks — don't renumber a queue they already set without asking. ## Step 3: Pillar-only and orphaned work — last After the goal groups, walk the pillar groups, then the fully orphaned tasks: - For each, offer to link it to a goal — or **consciously leave it operational**; not everything must ladder up, and saying so is a fine outcome. - To add a link, append the documented indented child bullet under the task line in `03-Tasks/Tasks.md` — for example `- Goal: Q3-2026-goal-2` — matching the metadata format Dex writes itself. Show the edit before making it. - Orphans with no pillar either get a pillar bullet the same way or stay put by choice. Pillar groups can carry a next-up order too — same question, same tool. ## Step 4: Provisional goals — offer once, then move on A group flagged `provisional` was recovered from freeform text: its ID is generated and tasks cannot link to it until it is structured. Offer **once**: > "Two of your goals were recovered from freeform notes. Want me to structure them into the quarter goals page shape (`### N. Title — **Pillar** ^Qn-YYYY-goal-N`) so tasks can link to them?" If declined, drop it — don't raise it again this session, and don't repeat the offer per goal. ## Step 5: Close with a one-screen summary End with exactly what changed, nothing rhetorical: > "Grooming done. > - Goal 2: confirmed 2 links, cleared 1, marked 1 done, parked 3 in Someday, next-up order set (3 items). > - Goal 1: untouched — all fresh. > - Linked 2 pillar tasks to Goal 3; left 3 operational by your call. > - Deleted 1 task (you approved the exact line). > > `/week-plan` will now pull each goal's next-up items first. To undo an order, ask me to clear next-up on a task; to revive a parked task, move its lines back from `03-Tasks/Someday.md`." --- ## Quality bar A good grooming pass leaves every surviving task deliberately kept, every stale item decided (not re-snoozed by silence), and at least the most active goals with a next-up order `/week-plan` can pull from. The user should be able to say afterwards what left the pool and why. ## Anti-patterns - **Deleting or moving anything without showing the exact lines and getting a yes.** This is the cardinal sin of a groomer. - **Marking a task done to tidy it away.** Done means finished; use Someday or delete for the rest. - **Nagging about provisional goals** after one declined offer. - **Renumbering the user's existing next-up order** on your own initiative. - **Grooming into planning.** Choosing the week's priorities is `/week-plan`'s job; hand off there instead of duplicating it. ## Track Usage (Silent) Update `System/usage_log.md` to mark goal-backlog grooming as used. **Analytics (Silent):** Call `track_event` with event_name `goal_backlog_completed` and properties `goals_groomed`, `tasks_retired`, `next_up_set`. Fires only if the user opted into analytics; no action if it returns "analytics_disabled".