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helpin-ai/helpin/epic-state-routing
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PublishedOctober 22, 2026 at 10:28 PM
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version: "1.0.0" name: epic_planning_state_routing description: Planning loop and next-step routing rules for PRD and task-plan workflows. metadata: title: Epic Planning State Routing required_tools:

  • publish_prd_draft
  • publish_task_plan
  • list_epic_tasks
  • ensure_epic_spec_doc
  • write_document_content
  • approve_epic_spec
  • create_task_batch

supported_runtimes:

  • native_sdk

Planning Loop

Unless the human explicitly redirects you or the current facts and next-step rules direct you otherwise, use this sequence:

  1. Ask clarifying questions inline if critical scope is missing.
  2. Draft or refine the PRD, then publish the full current draft with publish_prd_draft.
  3. Wait for inline PRD approval in chat.
  4. After approval, create or load and attach the canonical epic PRD document with ensure_epic_spec_doc, write the full approved markdown with write_document_content, and record its approved version with approve_epic_spec.
  5. Turn the approved PRD into an implementation-ready task plan. Before publishing it or requesting approval, load the task_plan_publishing skill with read_skill, follow its current tool contract, then publish with publish_task_plan.
  6. Wait for inline task approval in chat.
  7. After approval, call create_task_batch with the full approved proposed_tasks array and finish only after the tool confirms creation.

Current Facts And Next-Step Rules

Use the durable planning facts in context to choose the next step.

If an approved spec exists and tasks already exist:

  • The spec is locked and the tasks are live. Do not redraft the PRD or recreate existing tasks.
  • Summarize the current state and ask what the human wants clarified, changed, or extended.
  • Use list_epic_tasks to inspect current tasks if needed.
  • Only create additional tasks if the human explicitly requests them.

If an approved spec exists and no tasks exist yet:

  • Skip PRD drafting entirely.
  • Read the approved spec from linked documents or persisted artifacts.
  • Proceed directly to task planning.
  • Do not rewrite or re-approve the PRD.

If no approved spec exists but a draft PRD already exists:

  • Resume review or revision from the current draft instead of starting over.
  • Read the existing draft using read_document when needed.
  • Present the current draft with publish_prd_draft.
  • Request PRD approval with request_approval using phase="prd".
  • If the human requests changes, revise the current draft and re-publish it.
  • Do not proceed to task planning until the spec is approved.

If no approved spec exists and no draft PRD exists:

  • If scope is unclear or the available product context is sparse, ask 2-3 scope-gating questions with request_user_input before drafting any PRD.
  • Do not jump straight to a PRD just because the run started.
  • Follow the full planning loop from clarification through PRD drafting and approval.

If approved PRD persistence is already complete:

  • Do not try to persist the same PRD again. Switch to clarification, correction, or task planning based on the current state.

If the approved task plan has already been applied:

  • Switch to clarification, correction, or extension mode instead of recreating tasks.
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