fix(planning): flag a group summary written before questions were added

plugins/planning/.claude-plugin/plugin.json

@@ -1,7 +1,7 @@
 {
   "$schema": "https://json.schemastore.org/claude-code-plugin-manifest.json",
   "name": "planning",
-  "version": "0.47.6",
+  "version": "0.47.7",
   "userConfig": {
     "surface": {
       "type": "string",

plugins/planning/CHANGELOG.md

@@ -3,6 +3,12 @@
 All notable changes to the `planning` plugin are documented here. Format follows
 [Keep a Changelog](https://keepachangelog.com/en/1.1.0/); this plugin uses semantic versioning.
 
+## [0.47.7] - 2026-09-29
+
+### Fixed
+
+- **A group summary that predates questions added to its group is flagged.** Writing a group `summary` records the group's question ids as `summaryOf`. `round.py add` and `add-round` warn when a question lands in a group whose summary was written for a different set, and the page marks that summary Stale until it is rewritten ([#5451](https://github.com/melodic-software/claude-code-plugins/issues/5451)).
+
 ## [0.47.6] - 2026-09-29
 
 ### Fixed

plugins/planning/skills/interview/context/surface.md

@@ -65,7 +65,7 @@ When the first wake prompts for permission, offer the user one allow rule per co
 | `reply` | `id`, `text`, `seq`, `kind` (`reply`, `rephrase`, `note`), `rec` + `why` + `affects`, `handled`, `force` | Answer an ask or rephrase; `rec` revises the recommendation |
 | `revise` | `id`, `title`, `short`, `facts`, `basis`, `rec`, `why`, `text`, `alternatives`, `seq`, `affects`, `force` | Reword a question |
 | `note-reply` | `text`, `seq` | Answer a note in Notes to Claude; with no `seq`, post a closing probe there |
-| `add`, `add-round`, `group` | `question`; `round`, `meta`, `groups`, `questions`, `visuals`; `id`, `title`, `summary`, `dependsOn` | New questions and groups |
+| `add`, `add-round`, `group` | `question`; `round`, `meta`, `groups`, `questions`, `visuals`; `id`, `title`, `summary`, `dependsOn` | New questions and groups; writing a `summary` records the group's current question ids as `summaryOf`, and the page marks the summary Stale once the members differ, so rewrite the summary after adding questions |
 | `meta` | `set` (`title`, `eyebrow`, `stages`, `next`) | Merge into `meta`; other meta keys stay |
 | `archive` | `ids`, `why` | Take off-path questions out of the open count |
 | `replace-visual` | `visual` | Swap in a full visual object for the top-level visual with the same id; an unknown id is refused |

plugins/planning/surface/index.html

@@ -522,6 +522,11 @@ <h1 id="title">Interview</h1>
   const isOpen = st => st === "open" || st === "need";
   const live = q => !["sup", "arch"].includes(stateOf(q));
   const isStale = q => q.state === "stale" && stateOf(q) !== "arch";
+  const summaryStale = g => {
+    if (!g.summary || !Array.isArray(g.summaryOf)) return false;
+    const now = S.doc.questions.filter(q => q.group === g.id).map(q => q.id).sort();
+    return now.join("\n") !== g.summaryOf.join("\n");
+  };
   const stageLabel = s => ((S.doc.meta || {}).stages || {})[s] || (s ? s[0].toUpperCase() + s.slice(1) : "Round");
   const roundLabel = q => stageLabel(q.stage) + " round " + (q.round ?? 1);
   function headRound(){ // the highest round among live questions of the newest question's stage
@@ -602,7 +607,7 @@ <h1 id="title">Interview</h1>
     const carry = carryOver(), qs = S.doc.questions.slice().sort(byIdCmp), secs = [];
     if (S.view === "groups") {
       const gs = S.doc.groups || [];
-      gs.forEach(g => secs.push({key: "g:" + g.id, gid: g.id, title: g.title || g.id, hint: g.summary, items: qs.filter(q => q.group === g.id), lock: lockedBy(g.id)}));
+      gs.forEach(g => secs.push({key: "g:" + g.id, gid: g.id, title: g.title || g.id, hint: g.summary, hintStale: summaryStale(g), items: qs.filter(q => q.group === g.id), lock: lockedBy(g.id)}));
       const known = new Set(gs.map(g => g.id)), un = qs.filter(q => !known.has(q.group));
       if (un.length) secs.push({key: "g:-", title: "Ungrouped", items: un, lock: []});
     } else if (S.view === "rounds") {
@@ -692,7 +697,7 @@ <h1 id="title">Interview</h1>
           '<div class="sec-top"><button class="sec-h" aria-expanded="' + !s.collapsed + '"><span class="caret">&#9662;</span><h2>' + esc(s.title) + '</h2><span class="cnt">' + s.open + " open / " + s.items.length + "</span></button>" +
           (elig.length && aa ? '<button class="tbtn small" ' + aa + ' data-submit="1" title="Accept the recommendation on the open questions you have opened here">Accept all (' + elig.length + ")</button>" : "") + "</div>" +
           (s.lock.length ? '<div class="lock">Locked: opens after ' + s.lock.map(g => esc(groupTitle(g))).join(", ") + "</div>" : "") +
-          (s.hint ? '<div class="sec-hint">' + esc(s.hint) + "</div>" : "") +
+          (s.hint ? '<div class="sec-hint">' + (s.hintStale ? '<span class="chip hot" title="This summary was written before questions were added to the group">Stale</span> ' : "") + esc(s.hint) + "</div>" : "") +
           '<ul class="qlist">' + (items.length ? items.map(q => "<li>" + railItem(q, s, carry, fresh) + "</li>").join("") : '<li class="empty">None.</li>') + "</ul></div>";
       }
     }

plugins/planning/surface/round.py

@@ -334,6 +334,31 @@ def lint_questions(doc, qs):
                     )
 
 
+def group_members(doc, gid):
+    """Ids of every question in the group, archived and superseded included: the page lists them all."""
+    return sorted(q["id"] for q in doc["questions"] if q.get("group") == gid)
+
+
+def record_summary_of(doc, gid):
+    next(x for x in doc["groups"] if x["id"] == gid)["summaryOf"] = group_members(
+        doc, gid
+    )
+
+
+def warn_stale_summaries(doc, qs):
+    """One warning per group whose summary was written for a different set of questions."""
+    for gid in dict.fromkeys(q.get("group") for q in qs):
+        g = next((x for x in doc["groups"] if x["id"] == gid), None)
+        if g is None or "summaryOf" not in g:
+            continue
+        added = [i for i in group_members(doc, gid) if i not in g["summaryOf"]]
+        if added:
+            warn(
+                f"group {gid} summary predates {len(added)} questions; refresh it with: "
+                f"round.py group {gid} --summary ..."
+            )
+
+
 def put_group(doc, g):
     capped(f"group {g['id']} title", g.get("title"), LINE_CAP)
     capped(f"group {g['id']} summary", g.get("summary"), TEXT_CAP)
@@ -342,6 +367,8 @@ def put_group(doc, g):
         cur = {"id": g["id"]}
         doc["groups"].append(cur)
     cur.update({k: v for k, v in g.items() if v is not None})
+    if g.get("summary") is not None:
+        record_summary_of(doc, g["id"])
     if not cur.get("title"):
         sys.exit(f"a new group needs a title: {g['id']}")
     known = {x["id"] for x in doc["groups"]}
@@ -374,6 +401,7 @@ def op_meta(d, doc, a):
 
 def op_add(d, doc, a):
     touched = add_question(doc, a.question)
+    warn_stale_summaries(doc, [a.question])
     check_primaries(doc)
     return touched, f"added {a.question['id']}"
 
@@ -391,6 +419,10 @@ def op_add_round(d, doc, a):
         if a.round is not None:
             q.setdefault("round", a.round)
         touched += add_question(doc, q)
+    for g in a.groups or []:
+        if g.get("summary") is not None:
+            record_summary_of(doc, g["id"])
+    warn_stale_summaries(doc, a.questions or [])
     known = {v.get("id") for v in doc["visuals"]}
     for v in a.visuals or []:
         if not v.get("id"):

plugins/planning/surface/schema/questions.schema.json

@@ -122,6 +122,11 @@
         "id": {"type": "string"},
         "title": {"type": "string"},
         "summary": {"type": "string"},
+        "summaryOf": {
+          "description": "Ids of the questions in the group when its summary was last written; the surface compares it with the current members.",
+          "type": "array",
+          "items": {"type": "string"}
+        },
         "dependsOn": {"type": "array", "items": {"type": "string"}}
       }
     },

plugins/planning/surface/test_round.py

@@ -1477,6 +1477,46 @@ def test_confirm_records_no_decision(self):
         self.assertEqual(history["Q1"][1]["alt"], "0")
 
 
+class TestGroupSummaryOf(DirCase):
+    """A group summary records the questions it was written for and warns when they change."""
+
+    def add_group(self, summary):
+        rc, out, err = self.rp("group", "g3", "--title", "T", "--summary", summary)
+        self.assertEqual(rc, 0, out + err)
+
+    def add(self, qid):
+        return self.rp("add", "--file", self.file("q.json", question(qid, group="g3")))
+
+    def test_a_summary_rewrite_records_the_members(self):
+        self.add_group("First take.")
+        self.assertEqual(self.add("Q4")[0], 0)
+        self.assertEqual(self.add("Q5")[0], 0)
+        self.add_group("Second take.")
+        g3 = next(g for g in self.doc()["groups"] if g["id"] == "g3")
+        self.assertEqual(g3["summaryOf"], ["Q4", "Q5"])
+
+    def test_a_question_added_after_the_summary_warns_and_keeps_summary_of(self):
+        self.add_group("Take.")
+        self.add("Q4")
+        self.add_group("Take.")
+        rc, out, err = self.add("Q5")
+        self.assertEqual(rc, 0, out + err)
+        self.assertIn("group g3 summary predates 1 questions", err)
+        g3 = next(g for g in self.doc()["groups"] if g["id"] == "g3")
+        self.assertEqual(g3["summaryOf"], ["Q4"])
+
+    def test_add_round_with_summary_and_questions_records_them_without_warning(self):
+        spec = {
+            "groups": [{"id": "g3", "title": "T", "summary": "Take."}],
+            "questions": [question("Q4", group="g3"), question("Q5", group="g3")],
+        }
+        rc, out, err = self.rp("add-round", "--file", self.file("r.json", spec))
+        self.assertEqual(rc, 0, out + err)
+        self.assertNotIn("summary predates", err)
+        g3 = next(g for g in self.doc()["groups"] if g["id"] == "g3")
+        self.assertEqual(g3["summaryOf"], ["Q4", "Q5"])
+
+
 class TestMeta(DirCase):
     """`add-round` meta and the `meta` op: title, eyebrow, stages, next; nothing else."""
 

plugins/planning/surface/tests/fixtures/questions.json

@@ -14,12 +14,14 @@
     {
       "id": "content",
       "title": "Content and visuals",
-      "summary": "What rich content means and where it lives."
+      "summary": "What rich content means and where it lives.",
+      "summaryOf": ["Q1"]
     },
     {
       "id": "ordering",
       "title": "Ordering and groups",
       "summary": "How the rail groups and orders questions.",
+      "summaryOf": ["Q2", "Q3"],
       "dependsOn": [
         "content"
       ]

plugins/planning/surface/tests/ui_a.js

@@ -17,6 +17,7 @@ async page => {
   const lock = await page.textContent('.sec[data-key="g:g10"] .lock').catch(() => "");
   ok("dependent group shows locked", /opens after New group/.test(lock), lock);
   ok("independent group not locked", !(await page.$('.sec[data-key="g:g9"] .lock')));
+  ok("only the group whose summary predates a question shows Stale", (await page.$$('.sec[data-key="g:ordering"] .sec-hint .chip.hot')).length === 1 && !(await page.$('.sec[data-key="g:content"] .sec-hint .chip.hot')));
   ok("needs connector on N2", /needs N1/.test(await page.textContent('.qbtn[data-q="N2"]')));
   await page.setViewportSize({width: 510, height: 860});
   if (!(await page.isVisible('.qbtn[data-q="Q7"]'))) await page.click('.sec[data-key="g:realtime"] .sec-h');