Merge pull request #505 from pablo-alonso-arista/docs/user-guide

docs: add User Guide (workflow diagrams, troubleshooting, config reference)
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2026-02-15 13:18:48 -06:00
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**Trusted by engineers at Amazon, Google, Shopify, and Webflow.**
[Why I Built This](#why-i-built-this) · [How It Works](#how-it-works) · [Commands](#commands) · [Why It Works](#why-it-works)
[Why I Built This](#why-i-built-this) · [How It Works](#how-it-works) · [Commands](#commands) · [Why It Works](#why-it-works) · [User Guide](docs/USER-GUIDE.md)
</div>
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## Configuration
GSD stores project settings in `.planning/config.json`. Configure during `/gsd:new-project` or update later with `/gsd:settings`.
GSD stores project settings in `.planning/config.json`. Configure during `/gsd:new-project` or update later with `/gsd:settings`. For the full config schema, workflow toggles, git branching options, and per-agent model breakdown, see the [User Guide](docs/USER-GUIDE.md#configuration-reference).
### Core Settings

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# GSD User Guide
A detailed reference for workflows, troubleshooting, and configuration. For quick-start setup, see the [README](../README.md).
---
## Table of Contents
- [Workflow Diagrams](#workflow-diagrams)
- [Command Reference](#command-reference)
- [Configuration Reference](#configuration-reference)
- [Usage Examples](#usage-examples)
- [Troubleshooting](#troubleshooting)
- [Recovery Quick Reference](#recovery-quick-reference)
---
## Workflow Diagrams
### Full Project Lifecycle
```
┌──────────────────────────────────────────────────┐
│ NEW PROJECT │
│ /gsd:new-project │
│ Questions -> Research -> Requirements -> Roadmap│
└─────────────────────────┬────────────────────────┘
│
┌──────────────▼─────────────┐
│ FOR EACH PHASE: │
│ │
│ ┌────────────────────┐ │
│ │ /gsd:discuss-phase │ │ <- Lock in preferences
│ └──────────┬─────────┘ │
│ │ │
│ ┌──────────▼─────────┐ │
│ │ /gsd:plan-phase │ │ <- Research + Plan + Verify
│ └──────────┬─────────┘ │
│ │ │
│ ┌──────────▼─────────┐ │
│ │ /gsd:execute-phase │ │ <- Parallel execution
│ └──────────┬─────────┘ │
│ │ │
│ ┌──────────▼─────────┐ │
│ │ /gsd:verify-work │ │ <- Manual UAT
│ └──────────┬─────────┘ │
│ │ │
│ Next Phase?────────────┘
│ │ No
└─────────────┼──────────────┘
│
┌───────────────▼──────────────┐
│ /gsd:audit-milestone │
│ /gsd:complete-milestone │
└───────────────┬──────────────┘
│
Another milestone?
│ │
Yes No -> Done!
│
┌───────▼──────────────┐
│ /gsd:new-milestone │
└──────────────────────┘
```
### Planning Agent Coordination
```
/gsd:plan-phase N
│
├── Phase Researcher (x4 parallel)
│ ├── Stack researcher
│ ├── Features researcher
│ ├── Architecture researcher
│ └── Pitfalls researcher
│ │
│ ┌──────▼──────┐
│ │ RESEARCH.md │
│ └──────┬──────┘
│ │
│ ┌──────▼──────┐
│ │ Planner │ <- Reads PROJECT.md, REQUIREMENTS.md,
│ │ │ CONTEXT.md, RESEARCH.md
│ └──────┬──────┘
│ │
│ ┌──────▼───────────┐ ┌────────┐
│ │ Plan Checker │────>│ PASS? │
│ └──────────────────┘ └───┬────┘
│ │
│ Yes │ No
│ │ │ │
│ │ └───┘ (loop, up to 3x)
│ │
│ ┌─────▼──────┐
│ │ PLAN files │
│ └────────────┘
└── Done
```
### Execution Wave Coordination
```
/gsd:execute-phase N
│
├── Analyze plan dependencies
│
├── Wave 1 (independent plans):
│ ├── Executor A (fresh 200K context) -> commit
│ └── Executor B (fresh 200K context) -> commit
│
├── Wave 2 (depends on Wave 1):
│ └── Executor C (fresh 200K context) -> commit
│
└── Verifier
└── Check codebase against phase goals
│
├── PASS -> VERIFICATION.md (success)
└── FAIL -> Issues logged for /gsd:verify-work
```
### Brownfield Workflow (Existing Codebase)
```
/gsd:map-codebase
│
├── Stack Mapper -> codebase/STACK.md
├── Arch Mapper -> codebase/ARCHITECTURE.md
├── Convention Mapper -> codebase/CONVENTIONS.md
└── Concern Mapper -> codebase/CONCERNS.md
│
┌───────▼──────────┐
│ /gsd:new-project │ <- Questions focus on what you're ADDING
└──────────────────┘
```
---
## Command Reference
### Core Workflow
| Command | Purpose | When to Use |
|---------|---------|-------------|
| `/gsd:new-project` | Full project init: questions, research, requirements, roadmap | Start of a new project |
| `/gsd:new-project --auto @idea.md` | Automated init from document | Have a PRD or idea doc ready |
| `/gsd:discuss-phase [N]` | Capture implementation decisions | Before planning, to shape how it gets built |
| `/gsd:plan-phase [N]` | Research + plan + verify | Before executing a phase |
| `/gsd:execute-phase <N>` | Execute all plans in parallel waves | After planning is complete |
| `/gsd:verify-work [N]` | Manual UAT with auto-diagnosis | After execution completes |
| `/gsd:audit-milestone` | Verify milestone met its definition of done | Before completing milestone |
| `/gsd:complete-milestone` | Archive milestone, tag release | All phases verified |
| `/gsd:new-milestone [name]` | Start next version cycle | After completing a milestone |
### Navigation
| Command | Purpose | When to Use |
|---------|---------|-------------|
| `/gsd:progress` | Show status and next steps | Anytime -- "where am I?" |
| `/gsd:resume-work` | Restore full context from last session | Starting a new session |
| `/gsd:pause-work` | Save context handoff | Stopping mid-phase |
| `/gsd:help` | Show all commands | Quick reference |
| `/gsd:update` | Update GSD with changelog preview | Check for new versions |
| `/gsd:join-discord` | Open Discord community invite | Questions or community |
### Phase Management
| Command | Purpose | When to Use |
|---------|---------|-------------|
| `/gsd:add-phase` | Append new phase to roadmap | Scope grows after initial planning |
| `/gsd:insert-phase [N]` | Insert urgent work (decimal numbering) | Urgent fix mid-milestone |
| `/gsd:remove-phase [N]` | Remove future phase and renumber | Descoping a feature |
| `/gsd:list-phase-assumptions [N]` | Preview Claude's intended approach | Before planning, to validate direction |
| `/gsd:plan-milestone-gaps` | Create phases for audit gaps | After audit finds missing items |
| `/gsd:research-phase [N]` | Deep ecosystem research only | Complex or unfamiliar domain |
### Brownfield & Utilities
| Command | Purpose | When to Use |
|---------|---------|-------------|
| `/gsd:map-codebase` | Analyze existing codebase | Before `/gsd:new-project` on existing code |
| `/gsd:quick` | Ad-hoc task with GSD guarantees | Bug fixes, small features, config changes |
| `/gsd:debug [desc]` | Systematic debugging with persistent state | When something breaks |
| `/gsd:add-todo [desc]` | Capture an idea for later | Think of something during a session |
| `/gsd:check-todos` | List pending todos | Review captured ideas |
| `/gsd:settings` | Configure workflow toggles and model profile | Change model, toggle agents |
| `/gsd:set-profile <profile>` | Quick profile switch | Change cost/quality tradeoff |
| `/gsd:reapply-patches` | Restore local modifications after update | After `/gsd:update` if you had local edits |
---
## Configuration Reference
GSD stores project settings in `.planning/config.json`. Configure during `/gsd:new-project` or update later with `/gsd:settings`.
### Full config.json Schema
```json
{
"mode": "interactive",
"depth": "standard",
"model_profile": "balanced",
"planning": {
"commit_docs": true,
"search_gitignored": false
},
"workflow": {
"research": true,
"plan_check": true,
"verifier": true
},
"git": {
"branching_strategy": "none",
"phase_branch_template": "gsd/phase-{phase}-{slug}",
"milestone_branch_template": "gsd/{milestone}-{slug}"
}
}
```
### Core Settings
| Setting | Options | Default | What it Controls |
|---------|---------|---------|------------------|
| `mode` | `interactive`, `yolo` | `interactive` | `yolo` auto-approves decisions; `interactive` confirms at each step |
| `depth` | `quick`, `standard`, `comprehensive` | `standard` | Planning thoroughness: 3-5, 5-8, or 8-12 phases |
| `model_profile` | `quality`, `balanced`, `budget` | `balanced` | Model tier for each agent (see table below) |
### Planning Settings
| Setting | Options | Default | What it Controls |
|---------|---------|---------|------------------|
| `planning.commit_docs` | `true`, `false` | `true` | Whether `.planning/` files are committed to git |
| `planning.search_gitignored` | `true`, `false` | `false` | Add `--no-ignore` to broad searches to include `.planning/` |
> **Note:** If `.planning/` is in `.gitignore`, `commit_docs` is automatically `false` regardless of the config value.
### Workflow Toggles
| Setting | Options | Default | What it Controls |
|---------|---------|---------|------------------|
| `workflow.research` | `true`, `false` | `true` | Domain investigation before planning |
| `workflow.plan_check` | `true`, `false` | `true` | Plan verification loop (up to 3 iterations) |
| `workflow.verifier` | `true`, `false` | `true` | Post-execution verification against phase goals |
Disable these to speed up phases in familiar domains or when conserving tokens.
### Git Branching
| Setting | Options | Default | What it Controls |
|---------|---------|---------|------------------|
| `git.branching_strategy` | `none`, `phase`, `milestone` | `none` | When and how branches are created |
| `git.phase_branch_template` | Template string | `gsd/phase-{phase}-{slug}` | Branch name for phase strategy |
| `git.milestone_branch_template` | Template string | `gsd/{milestone}-{slug}` | Branch name for milestone strategy |
**Branching strategies explained:**
| Strategy | Creates Branch | Scope | Best For |
|----------|---------------|-------|----------|
| `none` | Never | N/A | Solo development, simple projects |
| `phase` | At each `execute-phase` | One phase per branch | Code review per phase, granular rollback |
| `milestone` | At first `execute-phase` | All phases share one branch | Release branches, PR per version |
**Template variables:** `{phase}` = zero-padded number (e.g., "03"), `{slug}` = lowercase hyphenated name, `{milestone}` = version (e.g., "v1.0").
### Model Profiles (Per-Agent Breakdown)
| Agent | `quality` | `balanced` | `budget` |
|-------|-----------|------------|----------|
| gsd-planner | Opus | Opus | Sonnet |
| gsd-roadmapper | Opus | Sonnet | Sonnet |
| gsd-executor | Opus | Sonnet | Sonnet |
| gsd-phase-researcher | Opus | Sonnet | Haiku |
| gsd-project-researcher | Opus | Sonnet | Haiku |
| gsd-research-synthesizer | Sonnet | Sonnet | Haiku |
| gsd-debugger | Opus | Sonnet | Sonnet |
| gsd-codebase-mapper | Sonnet | Haiku | Haiku |
| gsd-verifier | Sonnet | Sonnet | Haiku |
| gsd-plan-checker | Sonnet | Sonnet | Haiku |
| gsd-integration-checker | Sonnet | Sonnet | Haiku |
**Profile philosophy:**
- **quality** -- Opus for all decision-making agents, Sonnet for read-only verification. Use when quota is available and the work is critical.
- **balanced** -- Opus only for planning (where architecture decisions happen), Sonnet for everything else. The default for good reason.
- **budget** -- Sonnet for anything that writes code, Haiku for research and verification. Use for high-volume work or less critical phases.
---
## Usage Examples
### New Project (Full Cycle)
```bash
claude --dangerously-skip-permissions
/gsd:new-project # Answer questions, configure, approve roadmap
/clear
/gsd:discuss-phase 1 # Lock in your preferences
/gsd:plan-phase 1 # Research + plan + verify
/gsd:execute-phase 1 # Parallel execution
/gsd:verify-work 1 # Manual UAT
/clear
/gsd:discuss-phase 2 # Repeat for each phase
...
/gsd:audit-milestone # Check everything shipped
/gsd:complete-milestone # Archive, tag, done
```
### New Project from Existing Document
```bash
/gsd:new-project --auto @prd.md # Auto-runs research/requirements/roadmap from your doc
/clear
/gsd:discuss-phase 1 # Normal flow from here
```
### Existing Codebase
```bash
/gsd:map-codebase # Analyze what exists (parallel agents)
/gsd:new-project # Questions focus on what you're ADDING
# (normal phase workflow from here)
```
### Quick Bug Fix
```bash
/gsd:quick
> "Fix the login button not responding on mobile Safari"
```
### Resuming After a Break
```bash
/gsd:progress # See where you left off and what's next
# or
/gsd:resume-work # Full context restoration from last session
```
### Preparing for Release
```bash
/gsd:audit-milestone # Check requirements coverage, detect stubs
/gsd:plan-milestone-gaps # If audit found gaps, create phases to close them
/gsd:complete-milestone # Archive, tag, done
```
### Speed vs Quality Presets
| Scenario | Mode | Depth | Profile | Research | Plan Check | Verifier |
|----------|------|-------|---------|----------|------------|----------|
| Prototyping | `yolo` | `quick` | `budget` | off | off | off |
| Normal dev | `interactive` | `standard` | `balanced` | on | on | on |
| Production | `interactive` | `comprehensive` | `quality` | on | on | on |
### Mid-Milestone Scope Changes
```bash
/gsd:add-phase # Append a new phase to the roadmap
# or
/gsd:insert-phase 3 # Insert urgent work between phases 3 and 4
# or
/gsd:remove-phase 7 # Descope phase 7 and renumber
```
---
## Troubleshooting
### "Project already initialized"
You ran `/gsd:new-project` but `.planning/PROJECT.md` already exists. This is a safety check. If you want to start over, delete the `.planning/` directory first.
### Context Degradation During Long Sessions
Clear your context window between major commands: `/clear` in Claude Code. GSD is designed around fresh contexts -- every subagent gets a clean 200K window. If quality is dropping in the main session, clear and use `/gsd:resume-work` or `/gsd:progress` to restore state.
### Plans Seem Wrong or Misaligned
Run `/gsd:discuss-phase [N]` before planning. Most plan quality issues come from Claude making assumptions that `CONTEXT.md` would have prevented. You can also run `/gsd:list-phase-assumptions [N]` to see what Claude intends to do before committing to a plan.
### Execution Fails or Produces Stubs
Check that the plan was not too ambitious. Plans should have 2-3 tasks maximum. If tasks are too large, they exceed what a single context window can produce reliably. Re-plan with smaller scope.
### Lost Track of Where You Are
Run `/gsd:progress`. It reads all state files and tells you exactly where you are and what to do next.
### Need to Change Something After Execution
Do not re-run `/gsd:execute-phase`. Use `/gsd:quick` for targeted fixes, or `/gsd:verify-work` to systematically identify and fix issues through UAT.
### Model Costs Too High
Switch to budget profile: `/gsd:set-profile budget`. Disable research and plan-check agents via `/gsd:settings` if the domain is familiar to you (or to Claude).
### Working on a Sensitive/Private Project
Set `commit_docs: false` during `/gsd:new-project` or via `/gsd:settings`. Add `.planning/` to your `.gitignore`. Planning artifacts stay local and never touch git.
### GSD Update Overwrote My Local Changes
Since v1.17, the installer backs up locally modified files to `gsd-local-patches/`. Run `/gsd:reapply-patches` to merge your changes back.
### Subagent Appears to Fail but Work Was Done
A known workaround exists for a Claude Code classification bug. GSD's orchestrators (execute-phase, quick) spot-check actual output before reporting failure. If you see a failure message but commits were made, check `git log` -- the work may have succeeded.
---
## Recovery Quick Reference
| Problem | Solution |
|---------|----------|
| Lost context / new session | `/gsd:resume-work` or `/gsd:progress` |
| Phase went wrong | `git revert` the phase commits, then re-plan |
| Need to change scope | `/gsd:add-phase`, `/gsd:insert-phase`, or `/gsd:remove-phase` |
| Milestone audit found gaps | `/gsd:plan-milestone-gaps` |
| Something broke | `/gsd:debug "description"` |
| Quick targeted fix | `/gsd:quick` |
| Plan doesn't match your vision | `/gsd:discuss-phase [N]` then re-plan |
| Costs running high | `/gsd:set-profile budget` and `/gsd:settings` to toggle agents off |
| Update broke local changes | `/gsd:reapply-patches` |
---
## Project File Structure
For reference, here is what GSD creates in your project:
```
.planning/
PROJECT.md # Project vision and context (always loaded)
REQUIREMENTS.md # Scoped v1/v2 requirements with IDs
ROADMAP.md # Phase breakdown with status tracking
STATE.md # Decisions, blockers, session memory
config.json # Workflow configuration
MILESTONES.md # Completed milestone archive
research/ # Domain research from /gsd:new-project
todos/
pending/ # Captured ideas awaiting work
done/ # Completed todos
debug/ # Active debug sessions
resolved/ # Archived debug sessions
codebase/ # Brownfield codebase mapping (from /gsd:map-codebase)
phases/
XX-phase-name/
XX-YY-PLAN.md # Atomic execution plans
XX-YY-SUMMARY.md # Execution outcomes and decisions
CONTEXT.md # Your implementation preferences
RESEARCH.md # Ecosystem research findings
VERIFICATION.md # Post-execution verification results
```