Tableau plan

tableau-plan

Step 5 of 8, and non-skippable. It turns the request and the data model into a strict, complete DASHBOARD-PLAN.md — the single blueprint tableau-mock (the HTML demo) and, downstream, tableau-build (the .twb) build against. The plan is deliberately strict so the mock can never silently drop a requirement: screen size, the layout grid, and every element/filter/interaction are pinned down here, each with a stable id that later steps reference.

Reads	Required: DATA-MODEL.md (from data) — the real field names to plan against. Optional (enrich, never block): PRD.md (from intake; falls back to root DASHBOARD-REQUEST.md, then the scaffold/ demo) and DESIGN-TOKENS.md (from brand; absent ⇒ neutral styling).
Writes	DASHBOARD-PLAN.md at the project root (latest approved truth; overwritten in place).
STATE.md update	Sets plan = approved; flips every downstream approved step (mock/spec/build) to stale on a re-run (CONTRACT.md §4.2).
Entry gate	Refuses to run until data is resolved and DATA-MODEL.md exists (CONTRACT.md §4.1).
Next step	tableau-mock (or tableau-route to confirm).

The mechanical guarantees — the entry gate, the strict-schema check (required sections, stable unique ids, shared interaction vocabulary), and the STATE.md transition — live in plan.py, this skill's executable mirror of the contract. Your job is the judgment part: designing a layout that fits the request and the screen, mapping elements to real fields, and proposing extra value beyond what was asked. Run the script at the points below; do not hand-edit STATE.md.

How to run

1. Precheck. From the project directory, run:

   python "${CLAUDE_SKILL_DIR}/scripts/plan.py" precheck "<project-dir>"
   

   (Use python3 if python is unavailable.) If it prints [BLOCKED], relay the reason and stop — the analyst must run tableau-data first (plan needs DATA-MODEL.md). Otherwise note its signals: whether a DASHBOARD-PLAN.md already exists (refine vs overwrite), the requirements source (PRD.md, the raw request, the scaffold/ demo, or none), and whether DESIGN-TOKENS.md is present.

2. Refine vs overwrite. If precheck reports a DASHBOARD-PLAN.md already exists, use AskUserQuestion to offer Refine (keep its ids/structure, update values) or Overwrite (author fresh). Never silently overwrite the analyst's plan — its ids are referenced by any mock/spec/build already built.

3. Read the inputs. Always read DATA-MODEL.md for the exact field names and types (use them verbatim in the columns cells). Read the requirements source precheck reported for what to build; if it was the scaffold/ demo, say so (you're demoing, not using a real request). If DESIGN-TOKENS.md is present, let it inform layout density and sizing; if absent, plan for neutral styling.

4. Decide the screen size first. Pick mode (fixed / range / automatic) and the design dimensions, and record the rationale (primary device / embed target). Every slot size is relative to this canvas, so it is decided here, not in the mock.

5. Author DASHBOARD-PLAN.md. Write (or Edit, when refining) the plan at the project root using references/DASHBOARD-PLAN-TEMPLATE.md as the structure. It must contain every required section:

   section	what goes there
   ## Screen Size	Mode + design dimensions + rationale.
   ## Layout Grid	Named slots with position + size (the slot ids elements reference).
   ## Elements	Per-element table id | type | columns | slot | size — every KPI and chart.
   ## Filters	id | field | control type | scope | default — every filter (a single none row if there are none).
   ## Interactions	id | interaction | source | target | detail — the interaction term must come from the shared vocabulary below.

   Plus the recommended ## Summary and ## Suggestions (and optional ## Data Gaps).

   Stable ids are the contract. Give every KPI, chart, filter, and interaction a short, stable, unique id (e.g. kpi-revenue, chart-trend, flt-region, int-region-filter). Later steps reference these — don't renumber them on a refine.

6. Propose extra value. Beyond the literal request, suggest additional KPIs and interesting patterns the data supports (a discount-impact view, a segment mix, a target-vs-actual delta) in ## Suggestions. Surface anything the request wants that the data cannot support under ## Data Gaps — better visible here than dropped in the mock.

7. Self-check, then present. Validate the draft before showing it:

   python "${CLAUDE_SKILL_DIR}/scripts/plan.py" validate "<project-dir>"
   

   If it prints [INVALID], fix the named sections/ids/terms and re-run. When it prints [OK], present the plan to the analyst for approval.

8. Commit — only after the analyst approves:

   python "${CLAUDE_SKILL_DIR}/scripts/plan.py" commit "<project-dir>"
   

   Commit re-validates the plan (plan is non-skippable, so it only ever sets approved). If it prints [REFUSED], fix what it names and re-run. On success it records plan = approved and reports any downstream steps it marked stale. Relay the summary and tell the analyst to open a fresh conversation and run the next step (tableau-mock, or tableau-route to confirm).

Shared interactions vocabulary (CONTRACT.md §6)

The interaction column must use one of these intent-level terms, so plan → mock → spec all mean the same thing. The Tableau construct is chosen later, in spec.

term	meaning
toggle panel	Show/hide a region of the dashboard on demand.
swap view	Replace one chart with an alternative in the same slot (bar ⇄ line).
drill	Move between levels of a hierarchy (year → quarter → month) in place.
cross-filter	Selecting marks in one chart filters the others.
highlight	Selecting marks highlights related marks elsewhere without filtering.
parameter swap	A control changes a measure/dimension/threshold across the dashboard.

If a requested interaction fits none of these, add the term to CONTRACT.md §6 first (with its intent and Tableau construct), then use it here — keep plan, mock, and spec aligned.

Notes

• Non-skippable. Unlike intake/brand, plan cannot be skipped — the mock and workbook have no blueprint without it. commit only ever sets approved.
• Root file, no version bump. DASHBOARD-PLAN.md lives at the project root and is overwritten in place; re-running flips downstream approved steps to stale (CONTRACT.md §4.2/§4.3). It does not create a version directory.
• Plan against real fields. The columns cells must use the exact field names from DATA-MODEL.md — that's how the mock and the .twb line up with the data, and how Replace Data Source swaps in live data later.

The full STATE.md schema and the ordering / staleness / versioning rules live in CONTRACT.md at the repo root. This skill restates only its own slice; plan.py is the executable mirror of the contract it enforces.