fix(planning): export the restated deferred, planning-owned and decisions sections into the Brief

.changes/planning/fix-9895-export-restated-sections-6c1e94a7.md

@@ -0,0 +1,7 @@
+---
+bump: patch
+---
+
+### Fixed
+
+- **`interview` surface:** `export-brief` no longer drops three sections of a confirmed restatement. Its `decisions` recap becomes a `### Decisions` section, and its `deferred` and `planningOwned` bullets join `### Deferred questions` after the register's retired rows, tagged **arbiter: /planning:plan**, or **arbiter: USER-RESERVED** when a bullet leads with a user-reserved row's `Q<N>` or says USER-RESERVED, so `/planning:plan` sees them ([#9895](https://github.com/melodic-software/claude-code-plugins/issues/9895)).

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

@@ -89,7 +89,7 @@ When the first wake prompts for permission, offer the user one allow rule, `Bash
 | `activity` | `text`, `ids` | Log off-page work in the Activity panel |
 | `finish` | `brief` (the Brief's path), `next` (markdown; the page falls back to `meta.next`), `text` (one line) | The closing event. The page shows it in a dismissible modal and keeps it after the server stops; a later `add` or `add-round` withdraws it |
 | `confirm-commitments` | `id`, `indices` (all when absent), `reason` | Record commitments the user confirmed outside the page, such as in the terminal |
-| `restate` | `sections`: `problem`, `workSize`, `goal`, `constraints`, `decisions`, `acceptance`, `outOfScope`, `deferred`, `planningOwned` (markdown, at least one non-empty) | Post the restatement the [confirmation gate](#confirmation-gate) shows; each one gets a new `rev` and joins `restatements`, the latest mirrored as `restatement` |
+| `restate` | `sections`: `problem`, `workSize`, `goal`, `constraints`, `decisions`, `acceptance`, `outOfScope`, `deferred`, `planningOwned` (markdown, at least one non-empty) | Post the restatement the [confirmation gate](#confirmation-gate) shows; each one gets a new `rev` and joins `restatements`, the latest mirrored as `restatement`. `export-brief` exports every section of the newest confirmed rev: `problem`, `workSize`, `goal`, `constraints`, `acceptance` and `outOfScope` to the Brief sections of those names, `decisions` to a `### Decisions` section (written only when non-empty), and `deferred` then `planningOwned` to `### Deferred questions` after the register's retired rows, each bullet tagged **arbiter: /planning:plan**, or **arbiter: USER-RESERVED** when it leads with a user-reserved row's `Q<N>` or says `USER-RESERVED`. Lead each `deferred` and `planningOwned` bullet with its source `Q<N>` where it has one |
 | `constraint` | `text` (one line), `id` (optional `C<N>`) | Record a constraint the interview found: it joins top-level `constraints` as the next `C<N>` and the page header lists it under "Constraints (N)". An `id` already recorded has its text replaced. `export-brief` takes Constraints from a confirmed restatement; with none it lists these, then the `--ledger` file's `## Constraint ledger` rows under another id. A file without `constraints` still loads, renders and exports. Refused: blank or multi-line `text`, an `id` that is not `C<N>`, `text` over 500 characters |
 
 A new or changed `short` is capped at 80 characters, the shared question shape's cap ([`question-shape.md`](question-shape.md)), and a stored one up to 500 from an older session still loads and stays until revised; other one-line fields (a title, `rec`, an alternative or its tradeoff, a commitment, a hold, a status, an activity entry, a reason) at 500, and markdown fields (`facts`, `basis`, `why`, a note, a summary, a restatement section) at 20000; a longer one is refused and nothing is written.

plugins/planning/surface/README.md

@@ -73,7 +73,7 @@ Every command needs `--dir '<data_dir>'`; there is no default. Every write valid
 | `repair-rounds` | Rewrite only those drifted rounds to the ledger cell's round (one write; `no round drift` when none). A question moved to another round on purpose also shows as drift until its cell changes, so read `status` first |
 | `bump [--id Q]` | Bump the file rev, or one question's |
 | `validate` | Check both files against the shipped schemas |
-| `export-ledger`, `export-brief`, `export-report --out F` | The ledger register, the PLAN.md Brief sections (`export-brief --ledger L` numbers as L does and carries its ledger-only deferred rows; the Brief takes Problem, Goal, Work size, Constraints, Acceptance criteria and Out-of-scope from the newest confirmed restatement and stamps it), one self-contained HTML report whose CSP allows no network source |
+| `export-ledger`, `export-brief`, `export-report --out F` | The ledger register, the PLAN.md Brief sections (`export-brief --ledger L` numbers as L does and carries its ledger-only deferred rows; the Brief takes Problem, Goal, Work size, Constraints, Acceptance criteria and Out-of-scope from the newest confirmed restatement, adds its `decisions` as a Decisions section and its `deferred` and `planningOwned` bullets to Deferred questions, and stamps it), one self-contained HTML report whose CSP allows no network source |
 | `export-ledger --ledger L --out F`, `export-ledger --diff L` | Merge into ledger L's register: rows only L has, L's titles and its round labels (while the label still names the page's round) are kept, rows come out in id order, and a row L settled that the page shows otherwise with no decision of its own since any import keeps L's value and is printed as a conflict (exit 1). `--diff` writes nothing and prints each row and column the merge would change, the conflicts and the text it keeps; exit 1 on any change or conflict |
 | `export-ledger --recap --out F` | Write the confirmation gate's compact recap instead of the ledger: `Q<N> <status>: <question> (<answer>)` for each live question, one `Withdrawn (N): ...` line for all withdrawn rows, and answers cut (240, then 120, 60, 30 characters) until the recap fits the 20,000-character restate cap; exit 1 after writing when even the shortest cut does not fit |
 | `sync-ledger --ledger L` | Rewrite only L's register rows from page state, merged as `export-ledger --ledger` merges; prose, fenced blocks and other sections stay as they are. Refuses a ledger without exactly one register heading; exit 1 on a conflict |

plugins/planning/surface/exporters.py

@@ -10,7 +10,10 @@
                  Constraints, Acceptance criteria and Out-of-scope come from the newest confirmed
                  restatement rev (without one, each Problem field reads `unknown` and each Work
                  size field `not assessed`; with no confirmed Constraints it lists the page's
-                 recorded constraints and the ledger's `## Constraint ledger` rows), and the TLDR's `Restatement:` line stamps it confirmed or UNCONFIRMED
+                 recorded constraints and the ledger's `## Constraint ledger` rows), as do a
+                 Decisions section from its decisions recap and the Deferred questions entries
+                 from its deferred and planningOwned bullets, and the TLDR's `Restatement:` line
+                 stamps it confirmed or UNCONFIRMED
   export_report  one self-contained HTML file (no external resources; everything escaped); it
                  also inlines each file visual that resolves inside the data dir
 import_ledger seeds an empty questions document from a ledger's register rows.
@@ -880,6 +883,23 @@ def bullets(text):
     ]
 
 
+LEAD_QN = re.compile(r"^[\\\[(*_]*[Qq]([1-9][0-9]*)\b")
+
+
+def restated_deferred(sections, rows):
+    """The restated `deferred`, then `planningOwned`, bullets as Deferred questions entries, each
+    as written (the restatement leads one with its source Q<N> where it has one) and tagged
+    ARBITER_PLAN, or ARBITER_USER when its lead Q<N> is a user-reserved row or it says
+    USER-RESERVED itself."""
+    reserved = {r["n"] for r in rows if r["reserved"]}
+    out = []
+    for b in bullets(sections.get("deferred")) + bullets(sections.get("planningOwned")):
+        lead = LEAD_QN.match(b[2:])
+        user = (lead and f"Q{lead.group(1)}" in reserved) or "USER-RESERVED" in b
+        out.append(f"{b}; {ARBITER_USER if user else ARBITER_PLAN}")
+    return out
+
+
 CONSTRAINT_ROW = re.compile(r"^\s*[-*+]\s+(C[0-9]+)\s*\|(.*)$")
 
 
@@ -1023,6 +1043,9 @@ def export_brief(d, text=None):
             for r in answered
         ),
     ] or ["- none recorded"]
+    decisions = bullets(sections.get("decisions"))
+    if decisions:
+        out += ["", "### Decisions", "", *decisions]
     criteria = bullets(sections.get("acceptance"))
     out += ["", "### Acceptance criteria", ""]
     out += (
@@ -1056,7 +1079,9 @@ def export_brief(d, text=None):
         out.append(
             f"- {brief_label(r)}: {clean(r['q'].get('title'))}, defer until {until}; {arbiter}"
         )
-    if not retired:
+    restated_rows = restated_deferred(sections, rows)
+    out += restated_rows
+    if not retired and not restated_rows:
         out.append("- none")
     out += ["", "## Plan", ""]
     return "\n".join(out)

plugins/planning/surface/test_exporters.py

@@ -587,7 +587,7 @@ def test_without_a_ledger_a_gap_keeps_the_register_number_and_adds_the_id(self):
 
 
 class TestBriefRestatements(SessionCase):
-    """Goal, Constraints, Acceptance criteria and Out-of-scope come from the newest confirmed rev."""
+    """Every restated section comes from the newest confirmed rev."""
 
     def rev(self, n, **sections):
         return {"rev": n, "at": f"2026-09-24T10:0{n}:00Z", "sections": sections}
@@ -608,7 +608,8 @@ def brief(self, restatements, verdicts):
         return self.export("brief").read_text(encoding="utf-8")
 
     def section(self, text, name):
-        return text.split(f"### {name}")[1].split("###")[0].strip().splitlines()
+        section = text.split(f"### {name}")[1].split("###")[0].split("\n## ")[0]
+        return section.strip().splitlines()
 
     def test_a_confirmed_rev_one_survives_an_unconfirmed_rev_three(self):
         text = self.brief(
@@ -692,6 +693,66 @@ def test_restated_problem_and_work_size_fill_their_sections(self):
         )
         self.assertEqual(self.section(text, "Work size"), ["- Size: Small"])
 
+    def test_restated_deferred_planning_owned_and_decisions_reach_the_brief(self):
+        deferred = ["Q3: moderation model, defer until after V1", "offline mode"]
+        owned = ["cache key layout", "Q4: retry budget"]
+        decisions = ["Q2 answered: Question Q2? (accepted)", "Withdrawn (1): Q1"]
+        text = self.brief(
+            [
+                self.rev(
+                    1,
+                    goal="Ship it.",
+                    deferred="\n".join(f"- {x}" for x in deferred),
+                    planningOwned="\n".join(f"- {x}" for x in owned),
+                    decisions="\n".join(decisions),
+                )
+            ],
+            [self.confirm(2, 1)],
+        )
+        self.assertEqual(
+            self.section(text, "Deferred questions"),
+            [f"- {x}; **arbiter: /planning:plan**" for x in deferred + owned],
+        )
+        self.assertEqual(
+            self.section(text, "Decisions"), [f"- {x}" for x in decisions]
+        )
+        self.assertNotIn("- none", self.section(text, "Deferred questions"))
+        rc, out = self.check(
+            "--ledger", self.export("ledger"), "--brief", self.export("brief")
+        )
+        self.assertEqual(rc, 0, out)
+
+    def test_a_restated_deferral_of_a_user_reserved_row_keeps_its_arbiter(self):
+        self.session(
+            [question("Q1")],
+            [event(1, "Q1", "accept"), self.confirm(2, 1)],
+            restatements=[
+                self.rev(
+                    1,
+                    deferred="- q2: which cap\n- the launch date, USER-RESERVED",
+                    planningOwned="- Q1 follow-up wording",
+                )
+            ],
+        )
+        ledger = self.tmp / "reserved-ledger.md"
+        ledger.write_text(
+            LEDGER_HEAD + "- Q1 | answered | round 1 | Question Q1? | accepted\n"
+            "- Q2 | deferred | round 1 | Which cap? | USER-RESERVED until the pilot\n",
+            encoding="utf-8",
+        )
+        out = self.tmp / "reserved-brief.md"
+        rc, msg = self.rp("export-brief", "--out", str(out), "--ledger", str(ledger))
+        self.assertEqual(rc, 0, msg)
+        lines = self.section(out.read_text(encoding="utf-8"), "Deferred questions")
+        self.assertEqual(
+            lines[1:],
+            [
+                "- q2: which cap; **arbiter: USER-RESERVED**",
+                "- the launch date, USER-RESERVED; **arbiter: USER-RESERVED**",
+                "- Q1 follow-up wording; **arbiter: /planning:plan**",
+            ],
+        )
+
     def test_no_restatement_writes_no_stamp(self):
         self.session([question("Q1")], [event(1, "Q1", "accept")])
         self.assertNotIn(