feat: implement issue #682 — initiative-planner: Bob materializes a plan even when he has unresolved open questions — should gate, not guess

[don-petry]

Closes #682

Implemented by dev-lead agent. Please review.

Summary by CodeRabbit

• New Features

  • Initiative Planner now supports blocking open questions. When marked as blocking, questions prevent issue creation and are posted back to discussions instead until resolved.

• Documentation

  • Updated Initiative Planner documentation and prompt instructions to clarify blocking versus advisory questions.

• Tests

  • Added comprehensive test coverage for blocking questions functionality.

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[coderabbitai]

No actionable comments were generated in the recent review. 🎉

ℹ️ Recent review info

⚙️ Run configuration

Configuration used: Organization UI

Review profile: ASSERTIVE

Plan: Pro

Run ID: 3ef692ee-0c74-4474-a3b7-7418a95ee964

📥 Commits

Reviewing files that changed from the base of the PR and between 3b800fd and 7a45f36.

📒 Files selected for processing (7)

• .gitleaks.toml
• AGENTS.md
• prompts/bmad/scrum-master.md
• scripts/initiative-planner/README.md
• scripts/initiative-planner/apply-plan.sh
• scripts/initiative-planner/plan.schema.json
• tests/test_initiative_planner.bats

---

📝 Walkthrough

Walkthrough

Adds a blocking open-questions gate to apply-plan.sh: when any open_questions entry is a structured object with blocking: true, the script creates no issues, posts the questions back to the source discussion, and exits cleanly. plan.schema.json is extended to allow string-or-object open_questions items. Docs, the scrum-master prompt, and bats tests are updated accordingly. An unrelated gitleaks allowlist suppression is also added.

Changes

Blocking Open-Questions Gate

Layer / File(s)	Summary
open_questions schema: string or blocking object scripts/initiative-planner/plan.schema.json	open_questions.items changes from type: string to a oneOf union supporting advisory strings or objects with a required question field and an optional blocking boolean (default false).
Gate logic and documentation scripts/initiative-planner/apply-plan.sh, AGENTS.md, scripts/initiative-planner/README.md, prompts/bmad/scrum-master.md	apply-plan.sh gains an early blocking_count check: when any blocking question exists, all issue creation is skipped, a "not yet planned" comment is posted to the discussion, a step-summary warning is emitted, and the script exits 0. The open_questions rendering for the normal-path summary is updated to normalize both string and object entries via .question. AGENTS.md, README.md, and the scrum-master prompt document the gate invariant and blocking vs. advisory distinction.
bats tests: validate-plan and apply-plan gate coverage tests/test_initiative_planner.bats	Adds a validate-plan test confirming blocking: true entries pass schema validation; adds three DRY_RUN apply-plan tests covering: gate halts all issue/edge creation when blocking: true; gate posts question text back via comment_on_discussion; blocking: false proceeds with normal issue creation count.

Gitleaks Allowlist Update

Layer / File(s)	Summary
Gitleaks allowlist for EXPIRED_JWT test fixture .gitleaks.toml	Adds a new [[allowlists]] entry scoped to tests/test_gitleaks_config.bats and a specific historical commit, suppressing the jwt rule finding for the EXPIRED_JWT token using regexTarget = "line".

Estimated code review effort

🎯 3 (Moderate) | ⏱️ ~20 minutes

Possibly related issues

• #682 — initiative-planner: Bob materializes a plan even when he has unresolved open questions — should gate, not guess: This PR directly implements all acceptance criteria from that issue: blocking questions create zero issues, questions are posted back to the discussion with "not yet planned" framing, non-blocking questions do not gate materialization, the gate is covered in tests/test_initiative_planner.bats, and AGENTS.md/README.md document the new behavior.

Possibly related PRs

• petry-projects/.github-private#567: Both PRs modify scripts/initiative-planner/apply-plan.sh and the conditions under which the script materializes GitHub epic/story issues.
• petry-projects/.github-private#521: Both PRs touch .gitleaks.toml and the tests/test_gitleaks_config.bats test fixture path that the new allowlist entry references.

Suggested labels

enhancement, initiative

🚥 Pre-merge checks | ✅ 5

✅ Passed checks (5 passed)

Check name	Status	Explanation
Description Check	✅ Passed	Check skipped - CodeRabbit’s high-level summary is enabled.
Title check	✅ Passed	The title accurately summarizes the main feature: implementing a gate in the Initiative Planner to prevent plan materialization when unresolved blocking open questions exist.
Linked Issues check	✅ Passed	The PR comprehensively implements all acceptance criteria from issue #682: blocking gate [#682], question posting [#682], backward compatibility [#682], test coverage [#682], and documentation updates [#682].
Out of Scope Changes check	✅ Passed	All changes are scoped to implementing the blocking open-questions gate and supporting documentation, with no unrelated modifications detected.
Docstring Coverage	✅ Passed	No functions found in the changed files to evaluate docstring coverage. Skipping docstring coverage check.

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✨ Finishing Touches

📝 Generate docstrings

• Create stacked PR
• Commit on current branch

🧪 Generate unit tests (beta)

• Create PR with unit tests
• Commit unit tests in branch dev-lead/issue-682-20260614-1148

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[gemini-code-assist]

Code Review

This pull request introduces a blocking open-questions gate to the initiative planner. If a plan contains any open questions marked as blocking, the script will halt issue creation, post the questions back to the source discussion, and exit cleanly. This change is documented across the agent guidelines, README, and JSON schema, and is supported by new BATS tests. The review feedback suggests minor optimizations in apply-plan.sh, specifically simplifying a jq filter expression and using the Bash-builtin printf -v to avoid spawning a subshell.

[don-petry]

Dev-Lead — review-changes (applied)

Changes committed and pushed.

[don-petry]

Dev-Lead — review-changes (applied)

Changes committed and pushed.

[don-petry]

Dev-Lead — fix-reviews (applied)

Changes committed and pushed.

[don-petry]

Dev-Lead — review-changes (no-changes)

No changes were needed for this PR.

[don-petry]

Note

@don-petry I reviewed this PR and no code changes were needed, but it still has blocking checks or reviews (failing or cancelled checks, or changes-requested reviews), so I cannot mark it done yet. I'll re-check automatically.
Next attempt after: 2026-06-14T12:39:07Z

[don-petry]

Auto-rebase failed — merge conflict — this branch has conflicts with main that must be resolved.

dev-lead will attempt to resolve this automatically. If it cannot, a follow-up comment will explain what needs manual attention.

To resolve manually instead:

git fetch origin
git merge origin/main
# resolve conflicts, then:
git add .
git commit
git push

[don-petry]

Dev-Lead — waiting on PR blockers (intent: review-changes)

PR: #707
No changes were committed, but the PR still has blocking checks or reviews (failing or cancelled checks, or changes-requested reviews). The retry cron will re-attempt automatically. Next attempt after: 2026-06-14T12:51:10Z

[sonarqubecloud]

Quality Gate passed

Issues
0 New issues
0 Accepted issues

Measures
0 Security Hotspots
0.0% Coverage on New Code
0.0% Duplication on New Code

See analysis details on SonarQube Cloud

[don-petry]

Dev-Lead — fix-bot-comment (no-changes)

Agent reasoning

   - CodeRabbit: dismissed
   - gemini-code-assist: informational suggestions (not CHANGES_REQUESTED)
   - don-petry: commented (no blocking content)
4. **PR Changes**: ✅ **All quality gates pass**
   - The PR implements a blocking open-questions gate for the initiative planner
   - Documentation updated (AGENTS.md, README.md, prompts)
   - Code changes in apply-plan.sh with proper jq handling
   - New tests added and passing
   - Schema updated appropriately
**Conclusion:** No code changes needed. The PR is clean and ready. The SonarCloud Quality Gate passed with zero issues, all tests pass, and the cancelled dev-lead checks are intentional based on commit metadata.