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AOS-PLAN-009 Normative planning baseline

Task CSV Data Dictionary and Agent Instructions

Canonical task CSV schema, writing standard, import views, cross-reference format, agent sequence, and validation rules.

Task CSV Data Dictionary and Agent Instructions

Canonical task CSV schema, writing standard, import views, cross-reference format, agent sequence, and validation rules.

Table of Contents

Canonical Schema

docs/planning/tasks.csv is the authoritative portable work dataset. UTF-8, RFC 4180 CSV quoting, one header row, one task per row. Multi-value fields use semicolons; prose may use Markdown. Empty means unknown/not assigned, never “not applicable” unless stated in prose.

Project Codes

Valid project/track codes are AOS-CORE, AOS-PLAT, AOS-PROD, AOS-OPEN, AOS-CAM, AOS-CELL, AOS-P9, AOS-SEC, AOS-LEGAL, AOS-COMM, AOS-ODM, and AOS-DOCS. Task IDs use <project>-NNN; epic IDs use <project>-000.

Field Dictionary

Field Required Meaning
task_id yes stable, unique canonical ID
title yes imperative, outcome-oriented title
issue_type yes Epic, Task, Spike, Experiment, Review, Decision, Purchase, Contact
track yes project code
workstream yes stable functional grouping
parent_id for non-epics parent epic/task ID
summary yes one-sentence outcome
description yes context, scope, implementation boundaries, exclusions
acceptance_criteria yes semicolon-separated, observable conditions
dependencies as applicable blocking task IDs, semicolon-separated
related_tasks as applicable non-blocking task IDs
related_specs yes document IDs with optional anchors, e.g. AOS-ARCH-004#revocation
priority yes P0, P1, P2, P3
risk yes Low, Medium, High, Critical
owner_role yes role, not guessed person
estimate_days yes focused effort, numeric
start_week yes integer weeks from 2026-07-13
duration_weeks yes calendar range including waits
start_date generated ISO date
target_date generated ISO date
milestone yes M0–M11 or Continuous
status yes canonical status
github_labels yes semicolon-separated labels
linear_team yes intended team name
linear_project yes intended project title
deliverables yes named outputs/files/artifacts
verification yes tests/review/measurement method
evidence yes expected log/report/trace/decision record
source_refs as applicable source IDs or claim IDs

Description and Acceptance Standard

A description answers: why the task exists; included work; excluded work; interfaces or legal boundaries; expected artifacts; and why downstream work can trust the result. Acceptance criteria are independently observable and avoid verbs such as “consider,” “look into,” or “mostly works.” Experiments state hypothesis, variables, procedure, stopping rule, and evidence retention.

Specification and Task References

Use document references as AOS-DOC-ID#explicit-anchor. Documents contain explicit HTML anchors and machine comments according to META-001. Task references use canonical IDs; the generated TASKS.md gives every task an anchor equal to its lowercase ID.

Derived Import Artifacts

  • imports/linear-issues.csv — human/API staging import.
  • imports/github-issues.csv — issue creation view.
  • imports/projects.csv — project metadata and date range.
  • imports/milestones.csv — program milestone targets and exit criteria.
  • imports/dependencies.csv — parent/blocking/related/project/milestone edges.
  • imports/agent-import-manifest.yaml — ordered operations and reconciliation rules.

Derived files include the canonical task ID so they can be reconciled. They are regenerated, not hand-edited.

Agent Procedure

  1. Validate CSV encoding, schema, unique IDs, date logic, milestone names, and dependency existence.
  2. Load or create projects and milestones.
  3. Create all epics, then all issues in dependency-independent batches.
  4. Store canonical ID to platform ID mapping.
  5. Apply parent and blocking relations.
  6. Assign project, milestone, labels, estimates, dates, and owner only when mapping is explicit.
  7. Add specification links to descriptions.
  8. Produce counts by status/project and a list of unresolved operations.
  9. Sample and compare full descriptions/criteria against canonical data.
  10. Never delete or close existing work solely because a row is absent; emit a drift report.

Validation Rules

The validator fails on duplicate IDs, unknown dependencies, dependency cycles, missing epics, invalid priorities/statuses, nonnumeric estimates, impossible dates, unresolved specification IDs/anchors, weak acceptance criteria, or missing evidence. Warnings flag tasks wider than six weeks, tasks with no dependency in a mature chain, and high-risk work without a decision gate.