fix(dispatch): Filter planning-category tasks from dispatch pipeline and agent context

Planning tasks (research, discuss, plan, detail, refine) have their own
architect flow and should never enter the dispatch pipeline or clutter
agent context. Three changes:

1. Phase auto-queue skips planning-category tasks
2. Safety net in getNextDispatchable() skips planning tasks
3. gatherInitiativeContext() filters to execution tasks only

docs/dispatch-events.md

@@ -56,8 +56,9 @@ AccountCredentialsRefreshedEvent { accountId, expiresAt, previousExpiresAt? }
 2. **Dispatch** — `dispatchNext()` finds highest-priority task with all deps complete
 3. **Priority order**: high > medium > low, then oldest first (FIFO within priority)
 4. **Checkpoint skip** — Tasks with type starting with `checkpoint:` skip auto-dispatch
-5. **Approval check** — `completeTask()` checks `requiresApproval` (task-level, then initiative-level)
+5. **Planning skip** — Planning-category tasks (research, discuss, plan, detail, refine) skip auto-dispatch — they use the architect flow
-6. **Approval flow** — If approval required: status → `pending_approval`, emit `task:pending_approval`
+6. **Approval check** — `completeTask()` checks `requiresApproval` (task-level, then initiative-level)
+7. **Approval flow** — If approval required: status → `pending_approval`, emit `task:pending_approval`
 
 ### DispatchManager Methods
 
@@ -77,7 +78,7 @@ AccountCredentialsRefreshedEvent { accountId, expiresAt, previousExpiresAt? }
 
 1. **Queue** — `queuePhase(phaseId)` validates phase is approved, gets dependencies
 2. **Dispatch** — `dispatchNextPhase()` finds phase with all deps complete
-3. **Auto-queue tasks** — When phase starts, all pending tasks are queued
+3. **Auto-queue tasks** — When phase starts, pending execution tasks are queued (planning-category tasks excluded)
 4. **Events** — `phase:queued`, `phase:started`, `phase:completed`, `phase:blocked`
 
 ### PhaseDispatchManager Methods

docs/server-api.md

@@ -117,9 +117,9 @@ Each procedure uses `require*Repository(ctx)` helpers that throw `TRPCError(INTE
 | Procedure | Type | Description |
 |-----------|------|-------------|
 | spawnArchitectDiscuss | mutation | Discussion agent |
-| spawnArchitectPlan | mutation | Plan agent (generates phases). Passes full initiative context (existing phases, tasks, pages) |
+| spawnArchitectPlan | mutation | Plan agent (generates phases). Passes initiative context (phases, execution tasks only, pages) |
 | spawnArchitectRefine | mutation | Refine agent (generates proposals) |
-| spawnArchitectDetail | mutation | Detail agent (generates tasks). Passes full initiative context (sibling phases, tasks, pages) |
+| spawnArchitectDetail | mutation | Detail agent (generates tasks). Passes initiative context (phases, execution tasks only, pages) |
 
 ### Dispatch
 | Procedure | Type | Description |

src/dispatch/manager.ts

@@ -135,6 +135,12 @@ export class DefaultDispatchManager implements DispatchManager {
         continue;
       }
 
+      // Skip planning-category tasks (handled by architect flow)
+      if (task && isPlanningCategory(task.category)) {
+        log.debug({ taskId: qt.taskId, category: task.category }, 'skipping planning-category task');
+        continue;
+      }
+
       readyTasks.push(qt);
     }
 

src/dispatch/phase-manager.ts

@@ -20,7 +20,7 @@ import type { InitiativeRepository } from '../db/repositories/initiative-reposit
 import type { ProjectRepository } from '../db/repositories/project-repository.js';
 import type { BranchManager } from '../git/branch-manager.js';
 import type { PhaseDispatchManager, DispatchManager, QueuedPhase, PhaseDispatchResult } from './types.js';
-import { phaseBranchName } from '../git/branch-naming.js';
+import { phaseBranchName, isPlanningCategory } from '../git/branch-naming.js';
 import { ensureProjectClone } from '../git/project-clones.js';
 import { createModuleLogger } from '../logger/index.js';
 
@@ -191,10 +191,10 @@ export class DefaultPhaseDispatchManager implements PhaseDispatchManager {
     // Remove from queue (now being worked on)
     this.phaseQueue.delete(nextPhase.phaseId);
 
-    // Auto-queue pending tasks for this phase
+    // Auto-queue pending execution tasks for this phase (skip planning-category tasks)
     const phaseTasks = await this.taskRepository.findByPhaseId(nextPhase.phaseId);
     for (const task of phaseTasks) {
-      if (task.status === 'pending') {
+      if (task.status === 'pending' && !isPlanningCategory(task.category)) {
         await this.dispatchManager.queue(task.id);
       }
     }

src/trpc/routers/architect.ts

@@ -18,6 +18,7 @@ import {
   buildRefinePrompt,
   buildDetailPrompt,
 } from '../../agent/prompts/index.js';
+import { isPlanningCategory } from '../../git/branch-naming.js';
 import type { PhaseRepository } from '../../db/repositories/phase-repository.js';
 import type { TaskRepository } from '../../db/repositories/task-repository.js';
 import type { PageRepository } from '../../db/repositories/page-repository.js';
@@ -68,7 +69,10 @@ async function gatherInitiativeContext(
     }
   }
 
-  return { phases, tasks: allTasks, pages };
+  // Only include implementation tasks in agent context — planning tasks are irrelevant noise
+  const implementationTasks = allTasks.filter(t => !isPlanningCategory(t.category));
+
+  return { phases, tasks: implementationTasks, pages };
 }
 
 export function architectProcedures(publicProcedure: ProcedureBuilder) {