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msd-core/docs/CONFIGURATION.md
BeeHiggs 1a358ce0fd feat(#2761): bracket-tolerant read path — roadmap/validate/verify/state recognize bracket ids (epic #612 PR-2) (#2867)
* feat(#2761): gated heading-intro selection + one bracket identity grammar

Foundation. Two owner-level changes plus a federated convention resolver; no
reader consumes them yet.

1. GATED SELECTION, not an ungated widening.

   Widening every heading matcher requires the claim "no legacy ROADMAP contains
   a `[CODE.MM]` bracket followed by a digit", and that is false:
   `### [RFC.2119] 5:`, `### [v1.0] 2024:`, `### [ADR.612] 3:` and
   `### [ISO.8601] 2026:` are ordinary headings, and a widened reader claims each
   as a phase — moving phase_count and total_phases and adding W006 on projects
   that never opted in. No narrowing rescues it: the premise is about documents
   we do not control.

   `phaseHeadingPrefixSrcFor(baseline, convention, capturing?)` selects the
   pattern SOURCE at construction time. A project whose resolved
   `phase_id_convention` is not exactly 'bracket' compiles the same source string
   it compiled before. `baseline` is explicit because whether a site spells the
   any-bracket prefix or a bare `Phase\s+` is a fact about that site's history:
   handing the wider grammar to a bare site retro-grants tolerance it never had,
   in both directions — warnings appear, and a warning that fires today vanishes.

   Both bracket forms CAPTURE. `[GSD.999] Phase 07:` previously matched through
   the base alternative, which captures nothing, so a reader saw no bracket, fell
   back to the legacy token rule, and counted a labeled icebox heading while
   excluding the label-less one beside it — two derivations of one ROADMAP
   disagreeing.

2. ONE bracket identity grammar, one width rule.

   The milestone width is reconciled with the emit validator: pad2 output, so
   two digits or 3+ with no leading zero. Earlier spellings diverged in both
   directions — admitting `002`, which the validator rejects, and a bare `0` pad2
   never produces — and the section recognizers accepted `[GSD.2]`, which SCOPED
   a milestone no phase heading could then resolve into, recreating the
   on-disk-count fallback this epic removes. An unpadded bracket is now uniformly
   malformed: it scopes nothing, bounds nothing, sections nothing. W005 on its
   directories is the surfacing signal.

   The milestone field is boundary-anchored, so a malformed run cannot match by
   its prefix (`GSD.002-01` read as sentinel `00`). Recognition stays
   case-insensitive because readers compile `/i`, but identity helpers match
   `[A-Z]`, so a captured id is folded first — otherwise `### [gsd.999] 07:`
   failed every sentinel test. The qualified key shares the width, the `(?=-|$)`
   boundary and the single-sub-phase shape of the directory token, because
   phaseTokenMatches returns unconditionally on a qualified hit: a key matching a
   directory isPhaseDirName rejects would be a final wrong answer.

3. resolvePhaseIdConvention federates workstream -> root exactly as
   config-loader does — including that root is a fallback only when a WORKSTREAM
   is active, so a project-scoped directory stands alone. loadConfig cannot serve
   this: it merges against CONFIG_DEFAULTS and drops keys it does not know, and
   this key is not among them. It governs the bracket-selection reads ONLY.

PHASE_HEADING_PREFIX_SRC is left byte-identical: PR-1 shipped it, nothing
consumes it, and it is superseded rather than redefined.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>

* feat(#2761): roadmap.cts selects its heading grammar from the convention

Six matchers build their intro through the gated selector, and
cmdRoadmapAnalyze / cmdRoadmapGetPhase / getRoadmapPhaseWithFallback each
resolve the convention ONCE per command and thread it down.

Three sites take the any-bracket baseline (they already tolerated
`[anything] Phase N`); three take label-only (they spelled a bare `Phase\s+`).
Handing the wider grammar to a label-only site retro-grants tolerance it never
had — and not only by adding matches: on a legacy repo an unchecked
`- [ ] **[v1.0] Phase 05: Thing**` bullet would start SUPPRESSING the W006 that
fires today.

Sentinel handling under bracket ADDS a rule rather than replacing one: a
bracketed heading is a sentinel when its bracket milestone is reserved
(`### [GSD.999] 01:`) OR when its token is, so the engine-wide 0/999 backlog
convention keeps applying to `### [GSD.02] 999:`. Replacing the token rule let a
mid-migration ROADMAP — bracket headings plus a legacy backlog block, exactly
the content this epic targets — add entries to the progress denominator. The
captured id is folded before the identity test, so a lowercase
`### [gsd.999] 07:` is excluded too.

The DIRECTORY read is threaded too. `cmdRoadmapAnalyze` resolves the convention
once and hands it to all four of its heading/checklist patterns, but the single
`phaseTokenMatches` call that decides `disk_status`, `plan_count`,
`summary_count`, `has_context` and `has_research` was left two-argument — so
every canonical `{CODE}.{MM}-{PP}-slug` directory read as `no_directory` with
zero counts, on the PR's own headline verb, while the SAME build resolved those
same directories correctly in three other places on the same repo (W006/W007 via
phaseTokenFromDir, `state json` via the milestone filter, and the W021
milestone-complete read through this very helper's three-argument form). It
failed ONLY for the directory shape the convention exists to name: a
mid-migration bracket repo carrying legacy `01-one` dirs resolved fine, which is
why nothing caught it. Measured, bracket vs its flat-legacy twin:
`[["01","no_directory",0,0],["02","no_directory",0,0]]` against
`[["01","complete",1,1],["02","planned",1,0]]`.

The oracle is the twin, computed in the same test run, plus exact literals —
`grep disk_status tests/adr-612-*` was zero hits before this, so neither the fix
nor a future regression had any gate at all.

Disclosed: a ROADMAP written in bracket form before config.json is switched
reads as empty rather than mis-counted. Silent invisibility during the migration
window is the deliberate trade against claiming phases on projects that never
opted in.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>

* feat(#2761): validate.cts selects its grammar; gated directory recognition

The W006/W007 feeders take the resolved convention as a threaded parameter.
These sites carry the letter-tolerant `[\w][\w.-]*` capture, which makes them
where an ungated widening does the most damage: `### [RFC.2119] 5:` enters
roadmapPhases as a phantom and becomes a W007 "in ROADMAP.md but no directory on
disk" on a project that never opted in.

buildRoadmapPhaseVariants also surfaces the tokens borne ONLY by sentinel-bracket
headings. Surfaced rather than filtered in place because roadmapPhases feeds both
a membership check and a missing-directory warning, and only the latter should
ignore an icebox item.

That set is OCCURRENCE-AWARE, and the subtlety is load-bearing: roadmapPhases is
a TOKEN set, so `[GSD.999] 01` and `[GSD.02] 01` collapse to one entry. Keying
suppression on the token alone let an icebox heading silence a REAL phase that
happens to share its number — a false negative strictly worse than the warning it
removed. A token is suppressed only when no non-sentinel heading bears it.

Directory recognition is added as gated FUNCTIONS beside the exported RegExp
constants, which stay byte-identical: the `{CODE}.{MM}-` prefix is
string-indistinguishable from the letter-prefixed-decimal family this repo
documents as ambiguous, and folding a branch in changes those constants' answers
on exactly that family. A RegExp constant has nowhere to attach a gate.

The recognizer mirrors the emit grammar and delegates the token to the canonical
owner, so recognizer and resolver agree on rejected input as well as accepted.
Both functions throw on a non-string, matching the call pattern they replace.

buildRoadmapPhaseVariants' CHECKLIST scan is capturing, like its heading twin
and like the sibling checklist scan in roadmap.cts, and for the reason that one
states: the bracket id has to ride along or the sentinel filter is blind to
`- [ ] **[GSD.999] 01: Icebox**`. Left un-capturing, the scan called every
checklist token REAL, and the occurrence-aware un-suppression loop then deleted
the icebox token the HEADING scan had correctly marked sentinel — so `validate
consistency` warned that a bracket ICEBOX phase had no directory, in the HOUSE
ROADMAP shape where an icebox appears as both a bold bullet and a detail
heading. `validate health` stayed silent on that same repo, so the two verbs
disagreed — which is the disagreement `sentinelPhases` exists to close.

Both directions are pinned, because the failure mode of a careless fix here is
the opposite one: a real phase sharing a sentinel's token must still warn. It
does, in all four shapes that attack it (sentinel heading + real bullet,
lowercase sentinel, sentinel after the real heading, colon-less bullet).

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>

* fix(#2761): count bracket headings, and retire them, in both derivations

Both `total_phases` derivations select their grammar from the resolved
convention, in one commit — cmdStateSync already carries the comment that it
mirrors buildStateFrontmatter "so both report consistent percents (#3242 Bug B)",
so teaching one and not the other ships that divergence.

The #1514 retirement filter widens WITH the counter it protects. The canonical
gesture strikes the checklist BULLET and leaves the detail heading intact, so a
bracket-form retirement went undetected and the phase stayed in the denominator
forever. That is half a fix alone: the retired key is compared against
phaseKeyFromDir, which called extractPhaseToken with no convention. Both halves
land here.

Under bracket the sentinel token rule composes as the full engine set {0, 999},
so this counter agrees with `roadmap analyze`, which has always excluded both —
otherwise the two derivations report different numbers for one ROADMAP and the
changeset's "excluded from every count" is false as written. The LEGACY path
keeps its pre-existing 999-only rule: widening it there would move legacy totals,
so the two stay split off the bracket path exactly as they are today.

The sync-side assertion reads the PERCENT sync writes into the STATE.md body, not
the frontmatter total_phases. Sync's own counter never reaches that field — the
read derivation writes it — so asserting the frontmatter after a sync measures the
read path twice and lets a mutation to the write-path guard survive.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>

* feat(#2761): verify.cts bracket-coherence W021 + selected milestone-complete read

The shipped milestone-prefixed W021 gate keeps its ROOT-only config read,
verbatim base semantics. Federating it silently moved a legacy convention's
answer in BOTH directions on workstream repos — a W021 that fires at base
vanishing, and one that is silent at base firing. resolvePhaseIdConvention
governs the new bracket-selection reads only.

B6, the milestone-complete check, keeps its ungated POSTURE (bug-557 pins it
with an empty config) but selects its grammar from the convention. Inferring
'bracket' from the shape of a matched bracket ran a repo-failing check against a
legacy ROADMAP that merely contained `### [RFC.2119] 5:`. Directory resolution
widens with the heading read, so a bracket repo whose phases are on disk stays
silent, and a bracket sentinel is not reported as unstarted.

checkBracketCoherence is advisory and gated. Anchored to tokenizeHeadings so
fenced examples cannot warn and heading level is structural. Its scope rules each
close a way it silently did nothing or fired wrongly: only a genuine MILESTONE
heading opens or closes a section (a `### Notes` used to reset scope and disable
both sub-checks); a legacy `## v3.0` DOES close it; an M-NN or letter-suffixed
phase heading raises missing-bracket and CONTINUES; a bare `#### 2026:` is not a
phase; the full h2-h6 range is processed. Its section recognizer shares the one
milestone width, so an unpadded `### [GSD.3] 05:` can no longer be a phase to the
id grammar and a section to the section grammar at once, silently re-scoping
every warning after it.

validate consistency suppresses bracket sentinels in its missing-directory
warning — the two verbs disagreed, health suppressing via notStartedPhases while
consistency did not. The legacy reading is untouched, including its pre-existing
wart that `### Phase 999:` still warns there.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>

* fix(#2761): scope the milestone by its bracket; select the disk-side filter

Two roadmap-parser reads, both of which made a bracket project's totals track
the disk instead of the ROADMAP.

The ADR pins the bracket milestone heading as `## [GSD.02] Foundation` — a name,
no version — but scoping matched STATE's `milestone: v2.0` STRING against a
heading, so the canonical form matched nothing and total_phases fell back to the
directory count. The rule was re-derived in THREE places: extractCurrentMilestone
plus two `milestoneBounded` guards; fixing one left the others falling back
regardless, so they are now one gated helper. It matches the CANONICAL padded
spelling only — accepting `0*N` bounded a milestone whose phases were invisible,
which un-suppressed a progress percent computed off an unscoped disk count.

getMilestonePhaseFilter's heading scan becomes the 14th selected read. On a
bracket ROADMAP it collected nothing, so the filter degraded to pass-all and
buildStateFrontmatter counted every other milestone's directories — making the
bracket convention strictly worse than the M-NN one it supersedes on the property
that matters most: totals must track the ROADMAP, not the disk.

The DIRECTORY side of that same filter is selected with it. Teaching only the
heading scan was half a fix and a worse one: `milestonePhaseNums` became
non-empty, so the pass-all degrade stopped firing, but no bracket directory could
satisfy the three legacy dir checks (numericRe fails on `GSD.02-05-five`, the
custom-id match captures the project code `GSD`, and stripProjectCodePrefix does
not strip a dotted prefix). Every bracket directory was rejected, and
completed_phases / total_plans / completed_plans / percent all collapsed to 0
while `state sync` went on writing a percent off the unfiltered disk — `state
json` reporting 0% on the same repo, in the same second, that STATE.md's body
called 67%. That is the #3242 Bug B divergence this PR exists to avoid, and
total_phases could not show it: `Math.max(phaseDirs.length, roadmapPhaseCount)`
floors it at the ROADMAP count no matter how many directories are rejected.

The dir side matches on the milestone-QUALIFIED id, delegated to the owner's
gated `phaseTokenMatches(dir, id, 'bracket')`, not on the bare token: READING-B
puts the milestone in the bracket, so `GSD.01-01-old-one` and `GSD.02-01-one`
share the token `01` and only the qualified key separates them. The qualified ids
are kept in their own set — a hyphen in `milestonePhaseNums` would flip
`roadmapUsesHyphenedIds` and silently move the LEGACY dir path on a bracket repo
— and the branch is ADDITIVE: on a miss it falls through to the three legacy
checks, so a bracket project carrying legacy-shaped directories reads unchanged.

Both are resolved lazily and gated, so the legacy path pays neither a config read
nor a second scan and cannot change answer. The scoping call is also GUARDED:
resolvePhaseIdConvention reaches planningDir, which throws a plain Error for a
GSD_PROJECT/GSD_WORKSTREAM segment carrying `/`, `\` or `..`. At base the only
planningDir call in extractCurrentMilestone sits inside the STATE-read try, so
the function returned normally on such an environment; an unguarded one here let
that escape and broke the never-throws invariant that getRoadmapPhaseInternal and
getMilestoneInfo three hundred lines below carry #2245 / ADR-227 notes about.
Unreachable through the CLI — GSD_WORKSTREAM is rejected up front by the
workstream-name policy and GSD_PROJECT throws identically at base — but reachable
by any in-process embedder, which is precisely who that invariant is for. The
filter's own resolve call was already inside its try and is unaffected.

The milestone-qualified key is formed only for a token that is itself a bracket
phase token. `${bracketId}-${token}` is a string SPLICE, so a mid-migration
heading carrying an M-NN label — `### [GSD.02] Phase 02-01:` — spliced to
`GSD.02-02-01`, which the qualified-key grammar reads as milestone 02 / phase 02:
the `-01` truncated, both such headings collapsing to one key, and the heading
claiming `GSD.02-02-two`, the directory it does NOT name, while rejecting
`GSD.02-01-one`, the one it does. The guard drops those headings back to the
unqualified legacy path, restoring the base ACCEPTANCE VECTOR exactly — pinned
against the milestone-prefixed reading of the same ROADMAP, which is
base-identical on this shape.

Scoped precisely, because the fixture moves one number that the guard does not
touch: `total_phases` on it reads 1 at base and 2 here. That is the bracket
heading COUNT this PR exists to add, not the splice — measured identical with and
without the guard, and identical to what the canonical `### [GSD.02] 01:`
spelling does on the same fixture (both read 2 with zero directories on disk,
where base reads 0). The claim is base-equivalent ACCEPTANCE, not a
base-equivalent reading.

One consequence is stated rather than fixed: a heading whose token carries a
hyphen still puts that hyphen into milestonePhaseNums and so still flips
`roadmapUsesHyphenedIds`. Base does the same for that spelling, so preserving it
is what keeps the shape base-equivalent; excluding the token would have moved
answers versus base on malformed input. The comment at the qualified-set
declaration is corrected to claim only what is true — it keeps QUALIFIED IDS out
of that flag's input, not hyphens in general.

The oracles ship with it, and they are the five numbers, not the one: the parity
gate now asserts total_phases, completed_phases, total_plans, completed_plans AND
percent, on both derivations, on two fixture shapes (one milestone; two
milestones with stale prior-milestone directories on disk). The oracle is the
flat-legacy twin, built in the same test run and compared number for number,
plus exact literals so a shared wrong answer cannot pass.

The oracle SUBSTITUTION is itself pinned. The M-NN spelling of these shapes could
not serve, because buildStateFrontmatter's #2445 de-dup key captures only a
directory's leading integer and collapses `02-01-one` / `02-02-two` /
`02-03-three` to one — measured [3,0,1,0,0] against the flat-legacy twin's
[3,2,3,2,67], identically at base and before this fix, and structurally
unreachable from the bracket key space. That reasoning is only sound while it
stays true, so a characterization test holds the M-NN reading down on the two
numbers that do not depend on which directory wins the mtime race. Widen the
de-dup key and it fails, instead of quietly invalidating the changeset's
disclosure.

Also adds the call-site pin. The structural table pins transcription against the
selector; it cannot see a call site whose BASELINE ARGUMENT is wrong. Flipping
verify.cts's milestone-complete site to the wider baseline grants a
fires-on-every-repo check tolerance it has never had, and every behavioural test
still passed. The pin reads the shipped sources and asserts the mode at each of
the 14 sites, count-exact.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>

* test(#2761): pin the bracket read surfaces in the parity gate

This gate exists because #2043 fixed one bug across five hand-edited copies of a
rule and #2232 was the residual that survived, because a later reader could not
tell the copies were one rule. PR-2 adds two consumers, so they belong here.

Surface 7 — the heading read and the directory read must agree about WHICH phase
a `MM-<seg>` pair names, across the shared width corpus, and the bracket and
legacy spellings of one heading must yield the same token.

Surface 8 — the two bracket directory readers, in BOTH directions. Agreement on
ACCEPTED input was already pinned; agreement on REJECTED input is where they
actually diverged.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>

* chore(#2761): changeset

Disclosures for the PR body (deliberate, not defects):

- phase_id_convention is not a CONFIG_DEFAULTS key, so loadConfig drops it and
  cannot serve as the convention resolver however the file is federated. This PR
  ships its own workstream->root resolver; adding the key and its value enum is
  later-slice work.
- Convention matching is strictly === 'bracket'. A misspelled value reads as
  not-configured and the project keeps legacy behaviour silently.
- An UNPADDED bracket milestone (`[GSD.2]`) is malformed: it scopes nothing,
  bounds nothing, sections nothing, and is not a phase id. W005 on its
  directories is the surfacing signal.
- WIDTH UNIFICATION MOVED FOUR MERGED PR-1 EXPORT ANSWERS on non-canonical
  inputs, none of which toDir can emit and none of which had a bracket caller at
  base:
    isSentinelPhaseId('GSD.0-01',    'bracket')  true  -> false
    isSentinelPhaseId('GSD.0999-01', 'bracket')  true  -> false
    getMilestoneFromPhaseId('GSD.2-01',   'bracket')  'v2.0' -> null
    getMilestoneFromPhaseId('GSD.002-01', 'bracket')  'v2.0' -> null
  The canonical pad2 sentinel spelling `[GSD.00]` still tests true.
- FLAG TO MAINTAINER: docs/adr/612:132 reads "Sentinel behavior (0.x / 999.x ->
  milestone null) is preserved". After the unification that holds for the
  canonical `00` spelling only, not for a bare `[GSD.0]`. ADR wording is yours;
  flagging the tension rather than editing it.
- The bracket sentinel rule COMPOSES with the legacy one — a bracketed heading is
  a sentinel when its bracket milestone OR its token is reserved. Under bracket
  the state-side token rule is the full {0, 999} set so both derivations agree;
  the LEGACY path keeps its pre-existing 999-only rule, unchanged.
- validate consistency's legacy reading is untouched, including the pre-existing
  wart that `### Phase 999:` warns there while validate health suppresses it.
- find-phase still cannot resolve a bracket phase directory. phase-locator.cts is
  outside this PR's module set. Sibling PR #2559's matchPhaseDirs calls
  phaseTokenMatches without a convention, so whichever slice lands second must
  thread it through.
- Four of the five bracket readers scan raw ROADMAP content, so a bracket heading
  inside a fenced code block is read as a phase. Pre-existing for the legacy
  spelling; parity, not a new class.
- roadmapPhaseLookupSources gained no bracket source: nothing emits a
  milestone-qualified query into it yet.
- roadmap validate remains a separate, unfederated convention reader.
  Pre-existing and base-identical, but two verbs can disagree about the active
  convention on one project.
- _diskScanCache keys on cwd while the values it caches are now
  convention-dependent. Not reproducible through the CLI; pre-existing for the
  workstream dimension, widened here. Stated as inconclusive.
- A ROADMAP written in bracket form before config.json is switched reads as empty
  rather than mis-counted — the deliberate migration-window trade.
- THE READ AND WRITE PERCENTS STILL DIVERGE ON A MULTI-MILESTONE REPO, and that
  divergence is MIRRORED under bracket rather than closed. buildStateFrontmatter
  applies the milestone filter; cmdStateSync does its own fs.readdirSync and never
  calls it, so on a repo carrying prior-milestone directories the read path
  reports the SCOPED percent and the sync body reports the WHOLE-DISK one.
  Measured on the true base build (d04592de), flat-legacy spelling, 3 in-scope
  phases with 1 complete plus 2 stale prior-milestone dirs: `state json`
  [3,1,3,1,33], sync body 60%. The bracket twin of that repo now reads the same
  two numbers — 33 and 60. Scoping the sync counter would move every legacy
  repo's percent, which a bracket read-path PR must not do. The gate pins both
  sides, so the mirror cannot silently become a one-sided fix.
- THE PARITY ORACLE IS THE FLAT-LEGACY TWIN, NOT THE M-NN ONE, and that is a
  measurement finding rather than a preference. buildStateFrontmatter's #2445
  de-dup key captures only a directory's LEADING integer, so the M-NN dirs
  `02-01-one` / `02-02-two` / `02-03-three` all key to `2` and two of the three
  are dropped before they are ever counted: base reads [3,0,1,0,0] where the
  flat-legacy twin of the same repo reads [3,2,3,2,67]. Present identically at
  base and at HEAD, untouched here, and structurally unreachable from the bracket
  key space — `GSD.02-01-one` does not match that pattern at all, so every bracket
  directory keys to its own name. The source line already carries a
  `phase-id-owner:` sanction recording the divergence. Mirroring it under bracket
  would mean manufacturing a collision that cannot occur, so the gate compares
  against the flat-legacy spelling, which is uncontaminated. This paragraph is
  itself pinned: a characterization test holds the M-NN reading on the two
  numbers that do not depend on which directory wins the mtime race, so widening
  the de-dup key in a later slice fails the suite rather than silently making
  this disclosure false.
- THE `phaseTokenMatches` CALL-SITE CENSUS, stated so the remaining gaps are
  auditable rather than implied. 13 call sites outside the owner (phase-id.cts).
  THREE are three-argument: verify.cts:2229 (the W021 milestone-complete read,
  already was), roadmap.cts:436 (`roadmap analyze`'s directory lookup, threaded
  by this PR) and roadmap-parser.cts:792 (the disk-side milestone filter, added
  by this PR). The other TEN are two-argument and stay that way — phase.cts ×5
  (220, 277, 444, 585, 1547), phase-locator.cts:62, smart-entry.cts:243,
  init.cts:1414, milestone.cts:551 and verify.cts:2467. All ten are untouched by
  this PR and base-identical.
  One of them sits in a file this PR DOES edit, so it is named rather than left
  to a reader's grep: verify.cts:2467, `verify schema-drift <phase>`. Measured on
  a bracket repo across base / pre-fix branch / this HEAD, all three agree on all
  three argument forms — `verify schema-drift GSD.02-01` and `… 01` both report
  "Phase directory not found" on every build, and `… GSD.02-01-one` resolves on
  every build through the exact-directory-name fallback. So the user-visible
  shape of what stays broken is: a bracket phase is addressable there by full
  directory name only, exactly as at base. Threading the convention into a
  function this PR never touched, in the last round before ship, is the wrong
  trade; it is where the same one-argument fix goes next, alongside
  milestone.cts:551 and init.cts:1414.
- A BRACKET HEADING WHOSE TOKEN CARRIES A HYPHEN (`### [GSD.02] Phase 02-01:`,
  a mid-migration spelling) forms NO milestone-qualified key, and therefore
  scopes through the unqualified legacy path — base-equivalent ACCEPTANCE, which
  is the claim, and not a base-equivalent reading: `total_phases` on that shape
  moves 1 -> 2 for the same reason it moves on the canonical `### [GSD.02] 01:`
  spelling, because counting bracket headings is what this PR does. Such a token
  still flips `roadmapUsesHyphenedIds`, as it also does at base. The comment at
  the qualified-set declaration now claims only that narrower, true thing.

The `pr:` field carries the sub-issue number as a placeholder — it must be
updated to the real PR number when the PR is opened.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>

* chore(#2761): point the changeset at PR #2867

* test(#2761): fast-check properties for the convention-selection layer

CONTRIBUTING.md mandates a generative property test for parser/bijective-contract
changes; PR-2 shipped six example-based files and none. This adds the missing
layer, scoped to what PR-2 actually contracts — WHICH pattern each reader
compiles, decided by the resolved `phase_id_convention` — rather than restating
PR-1's grammar round-trip properties, which already live in
tests/adr-612-bracket-grammar.test.cjs.

Four properties: P1 an opted-in repo reads the ADR-canonical label-less bracket
heading/dir and a non-opted-in repo is byte-blind to the identical input; P2
every non-bracket convention agrees with the hand-transcribed BASE source over
generated content, including bracket-DOTTED legacy prose (`[RFC.2119] 5:`) that
must never be claimed as a phase; P3 nine per-field mutations are rejected and
the one case variation folds instead; P4 both sides of a phase comparison derive
the same key under the same convention.

Generators template every input from raw primitives — nothing is seeded through
renderPhaseId/toDir, the p2() tautology that made #2258 round 1's property test
structurally unable to find B1. Domain reaches past 99 into the 3+-digit branch
(round 2's numArb-capped-at-99 miss), forces sub-phases in at weight, and pins
both sentinel milestones.

Falsified against the COMPILED lib, not the source: five deliberate mutants
(gate never fires; gate always fires; milestone width widened to \d+; the #612
convention forwarding dropped from phaseKeyFromDir; extractPhaseToken's bracket
branch ungated) each fail the specific property that should catch them —
16/2, 16/2, 15/3, 17/1, 17/1 pass/fail — and the lib restores byte-identical.

An earlier draft of P2 held vacuously: its base regex omitted the markdown
furniture the selected one carried, so every realistic `### Phase NN:` line
matched neither side. The gate-always-fires mutant did not kill it. Both are now
compiled through one function, and that mutant kills P2.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>

* test(#2761): adversarial malformed bracket tokens across the tolerant readers

The existing boundary coverage stopped at shapes the emit grammar rejects
(unpadded `[GSD.3]`, wrong-case, `12A`). It never exercised a STRUCTURALLY
broken token — a non-numeric milestone, a bracket that never closes, a bracket
nested in another — which is the input a tolerant reader is most likely to
half-read, and the one the PR's own regex commentary is explicit about.

read-tolerance (roadmap heading scan + validate's dir and variant builders):
ten malformed headings, each asserted to be read as a phase by NO convention and
to give the opted-in repo the same answer as the legacy one; the corpus driven
through `roadmap analyze` end to end; malformed DIRECTORY names asserted
unrecognized and non-throwing on all four conventions; and the two variant
builders asserted to agree, since a widening that reaches only one splits
`validate consistency` from `validate health` (the #3242 Bug B shape).

coherence (verify.cts W021): the same six broken shapes asserted to raise no
W021 of their own AND not to re-scope the W021 that follows them — the G2
failure mode reached from a different shape, where a heading that is not a phase
but IS read as a section silently moves later warnings onto the wrong milestone.

Both files gain a pathological-input time bound. Nested quantifiers over a long
unclosed bracket are the classic ReDoS shape and two commits on next (#2828,
#2944) were CodeQL-flagged for exactly that, so the bound is asserted rather
than argued from reading the pattern. The probes themselves parse no regex.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>

* docs(#2761): document "bracket" as a phase_id_convention value

The row listed only `"milestone-prefixed"` and `null`, so after two shipped
slices (#2258 grammar, this PR's read path) the convention had no documented
enum value. CONFIGURATION.md is also a top-10 historical co-changer of both
src/verify.cts and src/state.cts and was absent from this PR.

The row states the boundary rather than the ambition: `"bracket"` changes the
READ path only, there is no migrator and no emit yet, and a project on any other
value compiles the patterns it compiled before. That keeps the docs honest for
the two releases before PR-3 and PR-4 land, instead of describing a convention a
user cannot yet migrate to.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>

* chore(#2761): retype the changeset Added, drop the docs-exempt marker

`Fixed` was wrong by CONTRIBUTING.md's own definition — a fix restores
documented behavior, and bracket read tolerance is the second slice of a
capability that did not exist before #2258. The type also carried a
`docs-exempt` marker, and `Fixed`/`Security` are exempt from the docs-required
lint, so the typing had the effect of routing around a gate this change should
pass. It now passes it: `lint-docs-required` returns ok_docs_updated on the
CONFIGURATION.md row added in the previous commit.

Body gains one sentence pointing at that row and restating that `"bracket"` is a
read-path opt-in until the migrator and write path land.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>

* test(#2761): pin the version-less bracket milestone scoping gap; narrow the claim

The changeset asserted that milestone scoping "recognises the ADR-canonical
`## [GSD.02] Foundation` heading and applies to the phase DIRECTORIES too." A
CLI probe on that exact heading form falsifies the second half: with no `vN.N`
in the milestone heading the directory side does not scope, and directories from
BOTH the prior and the later milestone are admitted. Measured 4 dirs counted
where the milestone declares 2.

Every bracket fixture in the suite writes `## [GSD.02] v2.0: …`, so nothing
covered the form the ADR actually specifies — and the state.cts doc comment
calls that version-less form canonical.

Mechanism, in extractCurrentMilestone: the bracket scope branch selects the
right currentSection, but `preambleCutoff` keys off a pattern requiring a
version or status emoji, so a version-less roadmap falls back to the current
milestone's own offset and every PRIOR milestone lands in the preamble — whose
phase-stripping regex only strips `Phase N:`-labelled headings, so bracket phase
headings survive it. Independently, `computeSectionEnd` accepts a boundary only
on a version/emoji heading, so the section runs to EOF and every LATER milestone
is swept in. Two sites, bidirectional.

Not fixed here: it changes milestone scoping, which is shared with the legacy
path. Five characterization tests pin today's reading plus a versioned CONTROL
proving the version string is the only difference, and the changeset sentence is
narrowed to what the code does. The DEFECT assertions are written to be
INVERTED by the fix, not deleted — that inversion is its regression proof.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>

* docs(#2761): re-anchor the branch's own cross-file line citations after the rebase

Three of this branch's code comments cite sibling call sites by line number, and
the rebase onto 178ec000 moved two of the three targets:

  roadmap-parser.cts  validate.cts:210 -> :218   (const g = capturing ? 1 : 0)
                      state.cts:1715   -> :1752  (const bg = … 'bracket' ? 1 : 0)
  roadmap.cts         verify.cts:2229  -> :2355  (phaseTokenMatches 3-arg form)

`state.cts:1715` had drifted 37 lines and now lands on the retirement skip, not
the capture-offset idiom the sentence is about — the citation read as evidence
for a claim the cited line does not support.

planning-workspace.cts's `config-loader.cts:618/:649` was checked and is still
correct; left alone.

Comment-only. Build, drift guard and the bracket suites re-run unchanged.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>

* fix(#2761): scope the version-less bracket milestone heading too (B1)

computeSectionEnd and the preambleCutoff scan in extractCurrentMilestone
(roadmap-parser.cts) only recognized a milestone boundary heading that
carried a vN.N token or a status emoji. The ADR-canonical bracket
heading (## [GSD.02] Foundation) carries neither, so on that shape
computeSectionEnd fell through to content.length (sweeping every LATER
milestone into scope) and preambleCutoff fell back to the current
milestone's own offset (leaking every PRIOR milestone's bracket phases
into the preamble, whose Phase-N: strip regex never matches them).

Under the bracket scope branch, both sites now also accept a
`#{1,2}\s+\[CODE.MM\]` boundary, built from phase-id.cts's BRACKET_ID_SRC
(single owner of the bracket-id grammar) rather than a re-typed literal.
`#{1,2}` is the deliberate discriminator: a bracket PHASE heading is
level 3 and shares the same `[CODE.MM]` prefix, so a `#{1,3}` boundary
would swallow it too. Reachable only when bracketScopeConvention ===
'bracket' was already resolved (i.e. the bracket scope branch actually
fired), so version-bearing/emoji headings and non-bracket conventions
take the exact pre-existing code path byte-identically — confirmed by
the full adr-612 suite staying green.

Inverts the four DEFECT assertions in the
"#612 PR-2 CHARACTERIZATION: a version-less bracket milestone does not
scope" describe block (tests/adr-612-bracket-phase-counting.test.cjs)
into their regression-proof form, per the block's own doc comment, and
reframes the describe title/comments accordingly. Corrects the
.changeset/2761-bracket-read-tolerance.md fragment, which described the
directory-side version-less gap as an open, un-closed bound.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>

* fix(#2761): thread sentinelPhases into validate health's W006 loop (B2)

cmdValidateHealth's W006 loop (src/verify.cts) destructured only
roadmapPhases from buildRoadmapPhaseVariants, not sentinelPhases —
unlike cmdValidateConsistency, which already skips sentinelPhases with
the identical guard a few hundred lines up. A heading-only bracket
icebox/pre-milestone entry ([GSD.999] / [GSD.00]) therefore gained a
false W006 "no directory on disk" from validate health while validate
consistency correctly stayed silent on the very same ROADMAP — the two
validators contradicting each other.

Threads sentinelPhases through and skips it before the existsOnDisk
check, mirroring the consistency guard exactly. Gated the same way
sentinelPhases already is (empty unless phase_id_convention is
'bracket'), so a legacy repo's W006 reading — including its own
pre-existing wart where a legacy `### Phase 999:` still warns on both
verbs — is untouched; confirmed by the existing "INHERITED WART,
unchanged" test staying green.

Adds the paired-agreement regression test (#612 PR-2 B2 describe block
in tests/adr-612-bracket-read-tolerance.test.cjs): a sentinel-only
bracket roadmap must produce no missing-directory warning from EITHER
validator, plus a CONTROL proving a real phase with no directory still
warns on both. Confirmed red (health false-W006) against the pre-fix
code before applying the fix.

Corrects the .changeset/2761-bracket-read-tolerance.md fragment, which
described the asymmetry as already closed and in the wrong direction
(it credited validate health with already staying silent, when health
was the one falsely warning).

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>

* test(#2761): pin mixed-shape preamble cutoff and boundary heading levels

Closes two self-flagged coverage gaps in the B1 fix (commit 08d5b0c4)
ahead of adversarial review. No src change — all three new tests are
green against the code as committed.

1. earliest-of-either preambleCutoff comparison: only exercised where
   the version/emoji match and the bracket match happen to land on the
   same heading. Adds the mid-migration mixed shape (version-bearing
   PRIOR + version-less CURRENT) and asserts scoping outcomes (accepts
   booleans + total_phases), not internals.

2. `h.level <= 2` conjunct in computeSectionEnd: provably redundant
   whenever the selected milestone heading is level 2 (every existing
   fixture), since `h.level > level` alone already implies it there —
   a mutant deleting the conjunct would have survived every prior test
   in this file. Adds a level-3 CURRENT-heading fixture (with a real
   PRIOR milestone so the preamble side-channel can't independently
   rescue the truncated phases) that makes the conjunct's deletion
   test-visible, confirmed by hand-mutating a throwaway copy of the
   compiled output (never touching tracked src or the real build) and
   observing the assertion flip. Also pins a level-1 companion case
   (#{1,2} tolerance, not just level 2).

NOT included here: the other mixed-shape direction (version-less PRIOR
+ version-bearing CURRENT) turned out to be a genuine, currently-unfixed
gap — reported separately rather than silently patched or weakened, per
instruction not to touch src while a probe run is in flight.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>

* fix(#2761): engage bracket boundaries when the current milestone heading is version-bearing (B3, self-caught)

Found during round-2 self-verification of B1 (commit 08d5b0c4), while
closing the mixed-heading-shape coverage gaps flagged in my own review
notes. The B1 fix resolved `bracketScopeConvention` only inside the
`if (headingMatches.length === 0)` gate that also drives SELECTION's
own bracket fallback (which heading counts as "current"). That gate is
correct for selection, but `bracketScopeConvention` also feeds
computeSectionEnd's and preambleCutoff's boundary detection further
down — which accidentally inherited selection's gate instead of having
its own.

Trigger shape: the CURRENT milestone heading is itself version-bearing
(`## [GSD.02] v2.0: Current Milestone`), so the primary version-string
match succeeds immediately — headingMatches.length !== 0 from the very
first check — and the entire bracket-resolution branch was skipped. A
sibling milestone (PRIOR or LATER) that is version-less then got
neither the version/emoji boundary rule (it has none) nor the bracket
boundary rule (never resolved), reproducing the original #612 defect
(total_phases falling back to the whole-disk count) through a
structural shape B1's own fixtures never exercised — every one of them
is uniformly version-bearing or uniformly version-less across all
three milestones, never mixed with CURRENT specifically being the
version-bearing one.

Fix: resolve `bracketScopeConvention` unconditionally, decoupled from
`headingMatches.length`. SELECTION is deliberately left untouched — the
`if (headingMatches.length === 0 && bracketScopeConvention === 'bracket')`
fallback that picks which heading is "current" keeps its original gate
byte-for-byte (confirmed by diff: that line is unmodified). Only the
convention *resolution* moved out from behind it, so boundary detection
can consult it regardless of which branch selected the heading. The
extra `resolvePhaseIdConvention` call this now costs on every
invocation (previously paid only when the version match found nothing)
is the accepted cost: a non-bracket repo still resolves to something
other than 'bracket' (or null on a poisoned env, caught exactly as
before), so `bracketMilestoneHeadingRe` stays null and every downstream
branch is byte-identical to today — confirmed by the full adr-612 +
roadmap-parser + state + verify + health-validation suite staying green
(1260/1260) and the all-version-bearing/legacy fixtures showing no
behavior change.

TDD: tests/adr-612-bracket-phase-counting.test.cjs describe block
"#612 PR-2 B3: bracket boundaries engage even when CURRENT is
version-bearing but a sibling is not" — 4 tests, confirmed red against
pre-fix code (leak-in booleans true/true, total_phases 4) before this
change, green after.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>

* fix(#2761): reject same-milestone continuation headings as boundaries (B1)

Gate-2 adversarial review Blocker 1: the B1/B3 boundary fired on ANY
as the one currently selected — a version-less checklist/detail split
(`## [GSD.02] Foundation (Phase Details)`, or an ad-hoc continuation
heading) truncated the current milestone's own section instead of
being recognised as a continuation of it. The `(Phase Details)`
re-append only searches VERSION-STRING matches, so a version-less
continuation heading was cut out and never re-appended — a confidently
wrong, non-degraded phase count for a still-incomplete milestone
(repro8 case 1: 1/1/100 instead of 2/1/50; repro5: same, on a fully
version-less roadmap with no sibling milestones at all).

Introduces one shared helper, isBracketMilestoneBoundary(headingText,
level, selectedBracketId), used by both computeSectionEnd and the
preambleCutoff bracket scan, replacing the ungated `h.level <= 2 &&
bracketMilestoneHeadingRe.test(...)` inline check. `selectedBracketId`
(case-folded via phase-id.cts's foldBracketId, matching the branch's
own fold-before-identity convention) is derived from `selected[0]`,
which is the full matched heading line on BOTH selection paths
(version-string and bracket-fallback), so one extraction covers both.

Level cap stays at `level > 2` for now (temporary — ADR-612's content
discriminator replaces it in the next commit); same-milestone rejection
is the change this commit is scoped to.

DEVIATION from the reviewed plan, caught empirically: applying the
same-milestone rejection at the preambleCutoff site (as literally
specified) regressed an existing pin ("boundary heading level: a
level-1 CURRENT milestone heading also scopes correctly") and a
fenced-heading case (repro10 A3) — because preambleCutoff's job is
"where does the earliest milestone-shaped heading sit, scanning from
the TOP of the document," and the selected heading's own occurrence is
always a correct answer to that question regardless of same-id-ness;
rejecting it let the earliest-of-either comparison fall through to a
stray LATER heading instead. `selectedBracketId` is threaded through as
`null` at the preambleCutoff call site for this reason — bracket-shaped
(and, from the next commit, phase-tail) discrimination still applies
uniformly at both sites; only the same-milestone component is
call-site-specific, since it encodes a "keep scanning past this
heading" instruction with no counterpart in a top-of-document search.

Tests: new describe block "#612 PR-2 B1 round-2: a same-milestone
continuation heading is not a boundary" — RED-turned-GREEN fixtures for
repro8 case 1 and repro5, plus PINs for repro8 case 3 (trailing
different-id icebox still terminates) and repro10 A1 (all-version-
bearing + icebox + Phase Details stays exactly 2/1/50 — no double-count
from the same-milestone exclusion interacting with the pre-existing
detailsMatch re-append). syncedTotal()/syncedPercent() assertions
omitted from the repro10 A1 pin: that fixture carries dirs outside the
current milestone, which exposes the SEPARATE Major 1 defect
(cmdStateSync's body percent from an unfiltered disk scan) — asserted
once Major 1 is fixed, not here.

Full suite green (796/796 across the targeted adr-612 + roadmap-parser
+ state files); node scripts/lint-phase-id-drift.cjs clean; eslint
clean on both changed files.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>

* fix(#2761): bracket boundary discriminates by content, not heading level (B2)

Gate-2 adversarial review Blocker 2: three sites disagreed about which
heading levels are a bracket milestone. The selector
(roadmap-parser.cts's bracket-fallback SELECTION branch,
`^#{1,3}\s+\[CODE.MM\]`) and `isMilestoneBounded` (state.cts) both
admit level 1-3, but isBracketMilestoneBoundary's level cap only
admitted level 1-2 (`h.level <= 2`, from the B1 commit). A `###`-level
bracket milestone heading was therefore SELECTED and BOUNDED but never
TERMINATED: computeSectionEnd ran with level=3, a level-3 SIBLING
milestone survived the pre-existing `h.level > level` (not-deeper)
filter, failed the version/emoji test (version-less), then failed
`h.level <= 2` — falling through to `return content.length` and
sweeping the sibling milestone's own phases into the current one.
Reproduces trek-e's original #612 defect verbatim ("a safe degrade
became a confidently-wrong persisted number") on a heading level the
selector and bounding predicate both already admit (repro2 case C:
4/75% instead of 2/100%; mechanism confirmed directly via repro7 —
extractCurrentMilestone returned the whole 214-byte document).

ADR-612 Decision 1 (docs/adr/612-bracket-phase-id-convention.md:56)
specifies the discriminator as CONTENT, not level: "a phase heading is
a bracket followed by a digit-then-colon ([GSD.02] 05:); a milestone
heading is a bracket followed by a name." Replaces the `level > 2`
rejection with BRACKET_PHASE_TAIL_RE — built by interpolating
phase-id.cts's single-owner phaseHeadingPrefixSrcFor(ANY_BRACKET,
'bracket', false) plus the digit + optional-tag + colon tail every
phase-heading counter in this file already spells, not a re-typed
grammar — and widens the level check to a depth-sanity cap of 3
(mirroring the selector's own `#{1,3}` ceiling; NOT itself a
phase/milestone discriminator). Covers the dotted sub-phase heading
form (`[GSD.02] 05.03:`) via the same `[\w][\w.-]*` token, pinned by a
new fixture — the shape where a regex slip in the tail grammar would
hide.

preambleCutoff's own raw-scan regex is widened from `^(#{1,2})` to
`^(#{1,3})` in lockstep: the outer pattern's level ceiling must track
the helper's cap, or a level-3 PRIOR milestone heading is invisible to
that scan and its own phase heading leaks into the preamble
un-stripped (a real double-count this widening closes, verified
against repro2 case C directly).

The existing "boundary heading level: a level-3 CURRENT milestone
heading still scopes correctly" pin (3e562f12) now passes via a
DIFFERENT mechanism than before — its own neighbours are version-
bearing, so it previously passed via the version/emoji rule (the level
cap was never actually exercised by that fixture, per the round-2
review's own finding); with the content discriminator, the SAME
fixture's level-3 phase headings are now correctly excluded because
they are phase-tail-shaped, not because they are too deep. A
deliberate mechanism change, confirmed by re-running that test green
after this commit.

Also updates the "every selector call site declares the right
baseline" governance pin (adr-612-bracket-heading-selection.test.cjs):
BRACKET_PHASE_TAIL_RE is a new, legitimate ANY_BRACKET call site in
roadmap-parser.cts (always passing the literal 'bracket' convention,
since its only caller is already gated on bracketBoundaryActive) —
EXPECTED count bumped 1->2, with a matching BASE_SITES transcription
entry (identical src to every other ANY_BRACKET site, since the
function is pure).

Tests: new describe block "#612 PR-2 B2 round-2: the bracket boundary
is a CONTENT discriminator, not a level cap" — RED-turned-GREEN for
repro2 case C (exact total AND truthful percent, since
isMilestoneBounded already returns true at #{1,3}) and repro7's
mechanism, a PIN for the dotted sub-phase form, and a re-pin of repro8
case 3 (icebox) under the new mechanism.

Full suite green (907/907 across the targeted adr-612 + roadmap-parser
+ state + phase-id files); node scripts/lint-phase-id-drift.cjs clean;
eslint clean on all changed files.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>

* fix(#2761): fence-aware preamble cutoff on the bracket branch (Blocker 3)

Gate-2 adversarial review Blocker 3: preambleCutoff's bracket scan used
a raw content.match/matchAll — blind to fenced code blocks — while its
sibling computeSectionEnd (a few lines above it) already consumed
tokenizeHeadings(content), which strips fences. The two halves of one
boundary semantic disagreed about what a heading is.

A fenced markdown example in the preamble containing a bracket heading
(ADR-612's own docs do exactly this) was textually the earliest
`#{1,3} [CODE.MM]` match: preambleCutoff landed INSIDE the fence,
`preamble = content.slice(0, preambleCutoff)` ended with an unclosed
opener, and the unbalanced fence then blinded
getMilestonePhaseFilter's own tokenizeHeadings(scope) call — every
heading in the returned scope vanished, phaseCount degraded to 0, and
the pass-all filter admitted every directory on disk (repro11's
mechanism, confirmed directly: fence count 1/odd, tokenizeHeadings(scope)
-> only "Roadmap"). Regression vs round-1, which had no bracket pattern
to blind and so fell back to the correct heading (repro12 bracket row:
2/1/50 at round-1, 4/3/75 at HEAD).

Fixed by hoisting one tokenizeHeadings(content) call
(currentMilestoneHeadings) shared by computeSectionEnd and the
preambleCutoff scan, which now iterates that same fence-aware token
list instead of a raw regex. HeadingToken.text is already hash-stripped
and trimmed, so isBracketMilestoneBoundary needs no `^#{1,3}\s+`
re-derivation at this site (that spelling would not match h.text — a
note the round-2 review called out explicitly, confirmed while
porting). selectedBracketId stays `null` here, unchanged from the B1
commit's same-milestone-exclusion reasoning.

DISCLOSED, not fixed (explicitly out of scope per the round-2 review's
own minimal-fix note): the LEGACY (non-bracket) anyMilestonePattern
raw-match path shares the identical fence-blindness hazard and stays
byte-identical — a bracket repo whose preamble has a fenced
VERSION-BEARING heading still has the legacy raw-match win the
earliest-of-either min() (repro12's LEGACY control: 4/3/75, unchanged
across base/round-1/HEAD/this commit). Pinned here so a future reviewer
files this as a known, pre-existing gap rather than a new regression.

Tests: new describe block "#612 PR-2 Blocker 3 round-2: preambleCutoff
is fence-aware (bracket branch only)" — RED-turned-GREEN for repro12's
bracket row and repro11's mechanism (fence balance + non-degraded
phaseCount + correct per-directory admission), a PIN for repro12's
LEGACY control (the disclosed gap, explicitly unchanged), and a PIN for
repro10 A3 (a fenced heading INSIDE the current section must still not
terminate it).

Full suite green (1072/1072 across the targeted adr-612 + roadmap-
parser + state + phase-id + markdown-sectionizer files); node
scripts/lint-phase-id-drift.cjs clean; eslint clean.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>

* fix(#2761): scope cmdStateSync's disk scan by milestone under bracket (Major 1)

Gate-2 adversarial review Major 1: `state sync` wrote a Progress
PERCENT computed from an UNFILTERED whole-disk scan, beside the
milestone-scoped total_phases/completed_phases it writes into the same
STATE.md via the refreshed frontmatter (syncStateFrontmatter ->
buildStateFrontmatter, which has always applied getMilestonePhaseFilter
for the READ path). cmdStateSync's own `fs.readdirSync` chain (the
WRITE-path scan) never called the milestone filter at all, unlike
buildStateFrontmatter's identical-purpose scan. One command therefore
wrote two contradictory numbers into one file: on the ADR-canonical
version-less bracket fixture (4 dirs, 3 complete; asserted milestone =
2 phases, both complete), base wrote total_phases:2/completed_phases:2
(correct, from the READ derivation) alongside body Progress 75% (wrong
— from the unfiltered WRITE derivation; repro3).

Fixed by threading `getMilestonePhaseFilter(cwd)` through the same
`.filter()` chain buildStateFrontmatter already applies, gated on
`syncConvention === 'bracket'` (falling back to a pass-all predicate
otherwise) — so totalDiskPlans/totalDiskSummaries/diskCompletedPhases/
syncTotalPhases become milestone-scoped under bracket, byte-identical
under legacy.

DEVIATION (approved, stated plainly): an earlier phrasing of this fix
called for mirroring buildStateFrontmatter's filter UNCONDITIONALLY.
Implemented GATED instead — an unconditional filter would ALSO move
every LEGACY repo's persisted percent, since the milestone-scoping-vs-
whole-disk divergence this closes is engine-wide, not bracket-specific.
The gate keeps legacy byte-identical, which is the binding constraint:
this is a bracket read-path PR, not a legacy behavior change.

Nit 2 (informational, no code change): 10 calls to
extractCurrentMilestone on a legacy repo cost 10 config.json
existsSync + 10 readFileSync (0 before B3); accepted, unmemoized cost,
unaffected by this commit.

Also folds in two minors from the round-2 review:
- Corrects .changeset/2761-bracket-read-tolerance.md: the sibling-
  exclusion sentence now states it holds at any heading level 1-3 and
  across a milestone split over two headings (true again now that
  Blockers 1 and 2 are fixed); the percent sentence states plainly that
  `state sync`'s body percent is now milestone-scoped under bracket,
  and unaffected under legacy.
- Records the read/write scoping divergence at currentMilestoneRawRanges
  (src/roadmap-parser.cts) in a comment: it did not receive B1/B2's
  bracket boundary fixes, currently harmless (its only consumer falls
  back to whole-content mutation, and every mutation there is still
  Phase-labelled-only, not bracket-widened), but live the moment the
  write path is bracket-widened — flagged so a future PR closes it in
  lockstep with that work, not after.

Tests: 6 pre-existing tests in tests/adr-612-bracket-phase-counting.test.cjs
needed fixture updates, not logic changes — they used the default
single directory (`GSD.02-01-setup`, phase "01"), which the SENTINEL/
retirement/mixed-heading fixtures in those tests never declare as a
real phase (only 04/05/06/999/etc are declared). Before this fix,
cmdStateSync's unfiltered scan counted that off-roadmap directory
anyway; after this fix the milestone filter correctly excludes it,
which for several of these fixtures made `state sync` a no-op (the
computed 0% coincided with STATE.md's initial template default) and
broke `syncedTotal()`/`syncedPercent()`'s ability to observe anything.
Updated each to pass an EXPLICIT directory naming one of the fixture's
REAL declared phases, preserving each test's original numerator/
denominator intent. One test — "shape 2 WRITE" — was substantively
rewritten: it was a CHARACTERIZATION of the Major 1 bug itself ("the
DISCLOSED legacy gap, mirrored — not closed"), and now correctly pins
bracket closing to 33% (agrees with the read path) while legacy stays
at the disclosed 60% (unchanged, deliberately, per the gating decision
above).

Full suite green: `npm test` 1449/1449 (0 fail, 0 skipped, 0 todo,
single-shard "all" run — includes issue-2765-brace-expansion-lockfile
passing); `npm run lint:ci` clean (0 errors; 2 pre-existing timing-
assertion warnings in files this PR does not touch); node
scripts/lint-phase-id-drift.cjs clean; node scripts/changeset/lint.cjs
ok.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>

* fix(#2761): preambleCutoff identity is offset- and child-aware (round-3 Blocker 1)

Gate-2 round-3 re-verify Blocker 1 (NEW): the round-2 B1 deviation
(39c42a89) threaded `selectedBracketId` as the real value at
computeSectionEnd but as bare `null` at the preambleCutoff scan. The
deviation's rationale — "the selected heading's own occurrence is
always a correct earliest answer" — was right, but `null` disables the
same-milestone check for EVERY candidate, not just the selected one.
Any bracket-shaped heading earlier than the selected milestone was
accepted as a boundary regardless of identity: a same-id checklist/
overview heading preceding the version-bearing selected heading (cases
A, B — the version lands on the LATER half of a split, or a plain
overview heading with no "(Phase Details)" spelling), or a DIFFERENT-id
bracket-shaped PROSE heading with no children of its own sitting above
the current milestone's content (case D — `## [ADR.612] Heading
convention used by this roadmap`). In every case the region between
that false boundary and the real sectionStart was silently dropped —
a completed phase vanished and `state sync` persisted a confident 0%
where base and round-1 both correctly wrote 50%. Regression vs base
AND round-1 (not merely "under-fixed", per the round-3 review's own
severity note).

Fixed with two changes, both scoped to the preambleCutoff scan only
(computeSectionEnd already threads the real `selectedBracketId` and is
untouched):

(a) `h.offset === sectionStart` now bypasses BOTH the same-milestone
    check inside isBracketMilestoneBoundary (passing the REAL
    `selectedBracketId` for every other candidate) and the new child
    rule below — the selected heading's own position is definitionally
    the correct answer, so neither discriminator should run against it
    (rejecting it would mean rejecting the heading against ITSELF).
    Closes cases A and B — verified by the reviewer's own one-liner,
    reproduced here.

(b) New `bracketHeadingHasMatchingChild`: an otherwise-accepted
    candidate (bracket-shaped, not phase-tail-shaped, not the same id
    as the selected milestone) must ALSO have a next-strictly-deeper
    heading carrying its OWN bracket id to count as a boundary. This is
    what a genuine sibling milestone has (its own phase children share
    its bracket id — `## [GSD.01] Setup` / `### [GSD.01] 01: …`) and an
    unrelated bracket-shaped prose heading does not. A candidate with
    no such child at all (childless — e.g. an empty prior milestone, or
    one immediately followed by a same-or-shallower heading) degrades
    to NOT a boundary — over-inclusive, the safe direction: its own
    heading text stays in the preamble, contributing nothing to any
    phase count (not phase-shaped). Closes case D, which (a) alone does
    not — verified: without this rule, `[ADR.612]`'s prose heading is
    indistinguishable from a genuine prior sibling at this site.

As a side effect, also neutralizes Nit 2 (a colon-less `[GSD.02] 05`
heading spuriously terminating the preamble): a colon-less bracket
heading is not phase-tail-shaped so isBracketMilestoneBoundary alone
would accept it, but it is — precisely because it is malformed/
incomplete rather than a real milestone — childless, so the child rule
rejects it too. Pinned.

Known interaction with the fence-blind SELECTION path (disclosed by
the reviewer, not introduced here, tracked for the next commit): when
`sectionPattern` selects a FENCED version-bearing heading (an
extremely pathological shape — a fenced example whose text happens to
match STATE's asserted version), no token exists at `sectionStart`, so
the `h.offset === sectionStart` bypass never fires and the loop falls
through to the ordinary same-id / child-rule checks. This composes
with the round-3 Major 1 fix (next commit) rather than introducing a
new defect — SELECTION itself is untouched by any of this — but is
worth stating plainly rather than rediscovering.

Tests: new describe block "#612 PR-2 Blocker 1 round-3: preambleCutoff
identity is offset- and child-aware" — RED-turned-GREEN for cases A, B
(rv-attack1) and D (rv-attack1b) with syncedTotal()/syncedPercent()
assertions (the persisted 0% is the point), a PIN for a genuine prior
sibling with real children (still excluded), a PIN for a childless
prior sibling (degrades to not-cutting, over-inclusive/safe), a PIN
for the colon-less Nit 2 shape, and the reviewer's rv-mech1 mechanism
re-run as a proper test (scope now equals the full input document,
phaseCount 2, both dirs accepted).

Targeted suite green: `node --test tests/adr-612-*.test.cjs
tests/roadmap-parser.test.cjs tests/state.test.cjs tests/verify.test.cjs`
-> 937/937 pass (930 baseline + 7 new). node
scripts/lint-phase-id-drift.cjs clean; eslint clean on both changed
files.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>

* fix(#2761): fence-aware version/emoji half of preambleCutoff on the bracket branch (round-3 Major 1)

Gate-2 round-3 re-verify Major 1 (NEW): ff6bf0a8 (round-2 Blocker 3)
made the BRACKET half of preambleCutoff's "earliest milestone-shaped
heading" search fence-aware, but left the VERSION/emoji half a raw
`content.match` even on the bracket branch. A fenced VERSION-BEARING
example heading in a bracket repo's preamble (ADR-612's own docs
illustrate the LEGACY heading shape exactly this way, inside a fenced
authoring-guide block) was still textually the earliest match for that
raw regex, winning the min() and un-suppressing a wrong persisted 75%
that base correctly suppressed (rv-attack3c fixture C1: base
suppressed the percent entirely — `isMilestoneBounded` false — HEAD
wrote 75% where truth is 50%).

Fixed by deriving the version/emoji half from the SAME fence-aware
`currentMilestoneHeadings` token list as the bracket half, on the
bracket branch only — the exact `/^Phase\s+\S/i` / `/v\d+\.\d+|✅|📋|🚧/i`
pair `computeSectionEnd` already uses against `h.text`. The non-bracket
(legacy) path is untouched: it keeps the raw `content.match`, byte-
identical to before, including its own fence-blindness (repro12's
LEGACY control, pinned unchanged in the round-2 Blocker-3 test block —
not re-pinned here to avoid duplicating an already-covered assertion).

Not rated Blocker (per the review) because it is not a regression vs
round-1 and the fixture (a version-BEARING fenced example in a bracket
repo) is rarer than the already-fixed bracket-heading case; still
fixed now rather than disclosed, per this arc's own precedent (every
prior "disclose instead of fix" call in this PR has been overturned on
re-review).

Tests: new describe block "#612 PR-2 Major 1 round-3: preambleCutoff's
version/emoji half is fence-aware on the bracket branch" — RED-turned-
GREEN for case C1 (readTotal + syncedPercent, so the persisted 75% is
directly observed, not just the read-path total), PIN for case C2 (the
already-fixed fenced-bracket-heading shape, unchanged).

Targeted suite green: `node --test tests/adr-612-*.test.cjs
tests/roadmap-parser.test.cjs tests/state.test.cjs tests/verify.test.cjs`
-> 939/939 pass (937 + 2 new). node scripts/lint-phase-id-drift.cjs
clean; eslint clean on both changed files.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>

* chore(#2761): correct changeset claims + mark runtime-gated BASE_SITES row (round-3 minors)

Gate-2 round-3 re-verify Minor 2: three changeset sentences in
.changeset/2761-bracket-read-tolerance.md were overstated in a new
direction after round-2:

- The split-milestone claim ("across a milestone split over two
  headings") was true only when the version-bearing heading came
  FIRST (repro8 case 1); false when it came LATER (round-3 Blocker 1
  case A). Now restated to say plainly "with the version-bearing
  heading in EITHER position" — true again now that round-3's Blocker
  1 fix lands earlier in this range.
- The "counted from the phases... rather than from every directory on
  disk" claim was false on cases A/B/D (a strict subset of the
  milestone's own phases). Restated as "ALL of the phases... not a
  subset", and extended to state that an unrelated bracket-shaped
  heading with no phase children of its own (case D's `[ADR.612]`
  shape) does not truncate the milestone either — true now, not before.
- "Each widened read is SELECTED by the project's phase_id_convention"
  was literally false for BRACKET_PHASE_TAIL_RE, which is RUNTIME-gated
  (via its only caller, isBracketMilestoneBoundary, itself only
  consulted when bracketBoundaryActive) rather than selector-gated.
  Restated behaviourally: "every widened read ENGAGES only when the
  project's resolved phase_id_convention is bracket" — true for both
  gating mechanisms, so it no longer implies a selector call this site
  does not make.

Minor 1: the STRUCTURAL IDENTITY test's BASE_SITES row for
BRACKET_PHASE_TAIL_RE (added in the B2 commit) asserts a property of
`phaseHeadingPrefixSrcFor` — the function — not of the call site; it
would pass unchanged even if the site were deleted. Safety at that
specific site rests entirely on a runtime gate the test cannot see.
Added `runtimeGated: true` to the row and threaded it into the
generated test's own title (`… [runtime-gated, not selector-covered]`),
so the gating mechanism is visible in test OUTPUT, not only in a source
comment that could drift silently.

No production code changed. Targeted suite green (48/48 in the
affected file); `node scripts/changeset/lint.cjs` ok; eslint clean.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>

* fix(#2761): harden round-3 preamble cutoff — subtree child scan + level cap

Team-lead review of f87bba0e found two edges in the round-3 preamble-
cutoff code, both hardened here.

AMENDMENT 1 — bracketHeadingHasMatchingChild (2e06aef5) checked only
`headings[index + 1]`, the IMMEDIATE next heading, not the candidate's
whole subtree. A genuine prior sibling milestone whose section opens
with a non-bracket subsection before its first phase heading
(`## [GSD.01] Setup` / `### Notes` / `### [GSD.01] 01: Old`) was
therefore wrongly rejected as a boundary — its real phase heading sits
TWO headings deep, not one — leaking its entire section into the
preamble unstripped.

CONFIRMED RED, not merely theoretical (built and ran the fixture
against f87bba0e before touching the fix, per instruction): scope
membership DOES drive the disk-side filter on this shape.
`GSD.01-01-old`'s directory was wrongly admitted into the CURRENT
milestone's filter via the leaked heading's qualified key
(`GSD.01-01`) — 3/2/67% where truth is 2/1/50%.

Fixed by scanning the candidate's full SUBTREE: continue past a
non-matching deeper heading instead of returning false on the first
one; only a same-or-shallower heading actually closes the subtree and
yields "no match found". A candidate whose entire subtree closes with
no same-id hit (including a genuinely childless one) still degrades to
`false` — over-inclusive, safe, unchanged from before.

AMENDMENT 2 — c483552a ported the version/emoji half of preambleCutoff
to the token-based scan with no level cap; the raw
`content.match(anyMilestonePattern)` it replaced was anchored
`^#{1,3}\s+`. A level-4+ version-bearing heading in the preamble
(`#### v2.0 notes`) therefore won the scan on the bracket branch where
the raw pattern — and the legacy path, unaffected — ignores it
outright. Fixed with `if (h.level > 3) continue;`, mirroring the
depth-sanity cap isBracketMilestoneBoundary already applies to the
bracket half of this same scan.

Tests: new describe block "#612 PR-2 round-3 hardening: subtree child
scan + level cap on preambleCutoff" —
- RED-turned-GREEN for the Notes-intervening fixture: exact 2/1/50 (was
  3/2/67), plus the disk-filter observable (`GSD.01-01-old` now
  correctly excluded).
- PIN for the level-4 preamble heading: the scope now PRESERVES the
  heading's text (was silently dropped before this fix — harmless in
  this minimal fixture's total_phases specifically, since the dropped
  text carries no phase-shaped content, but a real correctness gap
  against the raw pattern's own ceiling) — asserted via scope content,
  not total_phases, since that number is invariant here either way.
- PIN for the LEGACY control on the same level-4 shape — unchanged,
  confirming the raw content.match path is untouched.

Re-verified the existing genuine-prior-sibling and childless-sibling
pins (round-3 Blocker 1 commit) still pass under the subtree scan —
both fixtures' outcomes are unchanged since their same-id hit (or its
absence) was already at the first deeper heading.

Targeted suite green: `node --test tests/adr-612-*.test.cjs
tests/roadmap-parser.test.cjs tests/state.test.cjs tests/verify.test.cjs`
-> 942/942 pass (939 + 3 new). node scripts/lint-phase-id-drift.cjs
clean; eslint clean on both changed files. Full `npm test` + `npm run
lint:ci` deferred to the team lead's own run per instruction.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>

* fix(#2761): bracketHeadingHasMatchingChild requires a same-id PHASE child (round-4 Blocker 1)

Gate-2 round-4 re-verify Blocker 1 (NEW): the round-3 hardening's
subtree scan (fbfd0fca) proved SAME-ID-NESS but never asked whether
the matching child was PHASE-shaped. Case F1 re-opens round-3's case D
one heading later: `## [ADR.612] Heading convention` is followed by
its OWN sub-heading `### [ADR.612] Examples` — same bracket id as the
candidate, but MILESTONE-shaped (a name, no digit-then-colon), not a
phase. Same-id-ness alone satisfied the subtree scan and re-cut the
preamble at exactly the shape the round-3 hardening was written to
close.

Failing input: `## [ADR.612] Heading convention` / `### [ADR.612]
Examples` (prose) / `### [GSD.02] 01: One` (the current milestone's
own first phase, now unreachable) / `## [GSD.02] v2.0: Foundation` /
`### [GSD.02] 02: Two`. Truth 2/1/50. HEAD read 1/0/0, and `state sync`
reported "nothing to do" (exit 0, `{synced:true,changes:[]}`) because
its wrong 0% happened to equal the STATE.md seed — a half-done
milestone read as untouched with no write-path signal at all.

Fixed with the reviewer's one-conjunct addition: a same-id child only
counts if it is ALSO phase-tail-shaped (`BRACKET_PHASE_TAIL_RE`) — the
same single-owner discriminator `isBracketMilestoneBoundary` already
uses one level up for the identical distinction (phase vs milestone),
reused here rather than re-derived. This is exactly what the
changeset's own wording already claimed ("no phase children of its
own") — the code now matches the sentence rather than the other way
around.

Docstring updated at the function itself: the rule is "same-id PHASE
child", not "same-id child".

Tests: new describe block "#612 PR-2 round-4 Blocker 1: the same-id
child must be PHASE-shaped" — RED-turned-GREEN for F1 with
syncedTotal()/syncedPercent() (the persisted 0% — and the
report-nothing-to-do write-path silence — is the point), PINs for F11
(colon-less same-id child) and F11b (bullet-only phase list): both
correctly stay excluded either way, and the leak the phase-shape
requirement newly creates for these two shapes is INERT — a colon-less
heading forms no qualified key (getMilestonePhaseFilter's own
phase-heading pattern requires the colon too) and a bracket bullet
never matches the legacy-only BULLET_PHASE_LINE_PATTERN — confirmed
directly via getMilestonePhaseFilter, not merely inferred. Re-verified
the four existing child-rule pins (F2 subtree-closure, F3 deep-nested
same-id, F4 level-4 same-id, F5 childless-at-EOF) are unaffected by the
phase-shape requirement, since every one of them already used a
colon-bearing same-id child.

Targeted suite green: `node --test tests/adr-612-*.test.cjs
tests/roadmap-parser.test.cjs tests/state.test.cjs tests/verify.test.cjs`
-> 946/946 pass (942 + 4 new). Zero drift measured across the full F1-F12
corpus except F1 itself (F9/F10/F12 remain red, deferred to the
separate Major 1 fix). node scripts/lint-phase-id-drift.cjs clean;
eslint clean on both changed files.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>

* fix(#2761): fence-aware phase counting, milestone bounding, and bracket-fallback selection (round-4 Major 1)

Gate-2 round-4 re-verify Major 1 (NEW): roadmapPhaseCount is a
fence-blind raw `.exec()` over the scope string, duplicated in TWO
independent copies (buildStateFrontmatter's read path, cmdStateSync's
write path). With the bracket alternative now compiled into it (#612),
a fenced EXAMPLE phase heading in the preamble inflates total_phases
and persists a wrong percent that base got right. Two further
fence-blind sites participate: isMilestoneBounded (a raw
`.test(roadmapRaw)`) and the bracket-fallback SELECTOR inside
extractCurrentMilestone (a raw `content.matchAll`, only reachable when
version-string selection finds nothing).

Failing inputs:
- F10 (clean isolate, version-bearing selection): a fenced
  `### [GSD.02] 05: Example phase` in the preamble inflates
  total_phases 2->3, persisting 33% where truth is 50%. LEGACY control
  on the same shape is correct on every build — not a pre-existing
  hazard being inherited, bracket-only.
- F9 (version-less selection): a fenced example carrying the project's
  OWN milestone id additionally confuses the bracket-fallback selector
  (the fenced heading gets SELECTED), compounding with the same
  fence-blind counter. base suppressed the percent; round-1 and HEAD
  both wrote 33%.
- F12 (isMilestoneBounded isolate): the ONLY `[GSD.02]` heading in the
  document is inside a fence, and the asserted milestone genuinely has
  no section at all — HEAD persisted 67% where base correctly
  suppressed the percent (the milestone is absent from the roadmap).

Fixed at the CONSUMER level, not the producer — extractCurrentMilestone's
returned scope string is deliberately UNCHANGED, since every other
consumer of that string needs its full content fidelity and legacy
identity forbids touching the shared string (this branch's own
precedent, ff6bf0a8/c483552a, was producer-level; here the ruling is
consumer-level because the string is shared far more broadly than the
two round-3 fixes' narrower producer edits):

(a) New `countRoadmapPhaseHeadings` (src/state.cts, immediately above
    extractRetiredPhaseNumbers) — ONE shared implementation for both
    call sites, replacing two independently-maintained copies. BRACKET
    convention counts via `tokenizeHeadings(scope)` at levels 2-4,
    testing each heading's hash-stripped text directly — fence-aware by
    construction, since tokenizeHeadings never produces a token for a
    fenced line. LEGACY convention keeps the exact pre-existing raw
    `.exec()` loop, byte-for-byte. A pre-existing, deliberately
    PRESERVED asymmetry between the two original call sites — the read
    path always excluded a bare `/^999\b/` token, the write path never
    did — is threaded through as an explicit
    `includeUnconditional999Check` parameter per call site, so sharing
    the implementation does not silently unify (and thereby move)
    either total.
(b) isMilestoneBounded's bracket branch now scans
    `tokenizeHeadings(roadmapRaw)` for a matching heading (level <= 3)
    instead of a raw regex test. Legacy version-string branch untouched.
(c) The bracket-fallback SELECTOR now builds its candidate set from
    `tokenizeHeadings(content)` instead of `content.matchAll`,
    reconstructing a match-shaped array so every downstream consumer of
    `headingMatches` sees the identical shape the raw-regex path always
    produced. This is the ONE site in this entire arc where SELECTION
    itself changes — selection SEMANTICS are otherwise unchanged (same
    pattern, same first-match-wins by document order); only the
    candidate set is now fence-aware. Pinned that unfenced selection is
    byte-identical.

Zero drift measured across the full historical corpus (repro2-13,
rv-attack1/1b/3c, rv-mech1, rv2-amend1/2, and F1-F11b) except the three
target fixtures.

Tests: new describe block "#612 PR-2 round-4 Major 1: four fence-blind
sites on the bracket path" — RED-turned-GREEN for F10 (with
syncedTotal()/syncedPercent()) and F9 (both layers), PINs for F10's
LEGACY control and F10c (non-phase-shaped fence, unaffected either
way), RED-turned-GREEN for F12 (asserts the percent KEY is absent from
`state json`'s output and that `state sync`'s body stays at its
unmodified seed — the persisted-suppression signal, not merely a
total_phases number), and an explicit PIN that unfenced bracket-fallback
selection (first real milestone-shaped heading wins, no fences
involved) is unaffected.

Targeted suite green: `node --test tests/adr-612-*.test.cjs
tests/roadmap-parser.test.cjs tests/state.test.cjs tests/verify.test.cjs`
-> 952/952 pass (946 + 6 new). node scripts/lint-phase-id-drift.cjs
clean; eslint clean on all three changed files.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>

* chore(#2761): correct docstring overstatement + stale consumer-count sentence (round-4 minors)

Gate-2 round-4 re-verify Minor 1 + Nit 1. No production code changed.

Minor 1: bracketHeadingHasMatchingChild's own docstring said a
rejected (no-same-id-PHASE-child) candidate's degrade "contributes
nothing to any phase count" — true of the candidate's OWN heading
text, but not of its SUBTREE, which is what actually stays in the
preamble. F7 (`## [GSD.01] Setup` / `### [GSD.07] 01: Foreign`) shows
a DIFFERENT-id bracket PHASE heading inside a rejected candidate's
subtree DOES form a qualified key and CAN admit a foreign directory —
3/2/67%, stable across base, round-1 and HEAD (base via its own
pass-all degrade). Not a regression, still the declared over-inclusive
/ never-under-inclusive safe direction — the comment now says that,
with F7's numbers cited, at the call site that actually decides
`isBoundary` (roadmap-parser.cts's preambleCutoff loop) rather than
only at the helper's own definition.

Minor 2 (changeset) — VERIFIED, no wording change needed: re-ran F1,
F9, F10, F12 at this HEAD. The "no phase children of its own... does
not truncate it either" sentence (naming the `[ADR.612]` shape
directly) is now literally true — F1 reads 2/1/50. The "counted from
ALL of the phases... not a subset" sentence is now true on every
measured shape — F1/F9/F10 all read 2/1/50, F12 correctly suppresses
the percent. No carve-out for F9/F10 is needed since round-4 Major 1
(3be5c412) closes both; per the fix-round instruction to "only carve
out anything genuinely left," nothing is.

Nit 1: tests/adr-612-bracket-heading-selection.test.cjs's runtimeGated
row claimed `BRACKET_HEADING_INTRO_RE` has "no other consumers" — true
when round-3's f87bba0e wrote it, stale since 2e06aef5 (round-3's own
earlier commit) had already added two more uses inside
bracketHeadingHasMatchingChild. Corrected to state the true count
(three consumers) and re-confirm the conclusion is unaffected: all
three are still nested inside the same bracketBoundaryActive runtime
gate, and BRACKET_HEADING_INTRO_RE is built from BRACKET_ID_SRC, not
phaseHeadingPrefixSrcFor, so it was never a selector site regardless of
consumer count.

Targeted suite green: `node --test tests/adr-612-*.test.cjs
tests/roadmap-parser.test.cjs tests/state.test.cjs tests/verify.test.cjs`
-> 952/952 pass (comment-only changes, no count movement). eslint
clean; node scripts/changeset/lint.cjs ok.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>

* fix(#2761): restore the bracketId guard in countRoadmapPhaseHeadings (round-5 Blocker 1)

Gate-2 round-5 re-verify Blocker 1 (NEW, introduced by 3be5c412): the
merge that created the shared countRoadmapPhaseHeadings helper dropped
the `bracketId && ` guard both original inline loops carried before
calling isSentinelPhaseId. Every other isSentinelPhaseId call site in
src/ (roadmap-parser.cts, roadmap.cts, validate.cts x2, verify.cts)
keeps the guard; state.cts's shared counter was the only one of seven
without it.

When the phase-heading-intro grammar's LEGACY alternative matches (a
`### Phase 00:` heading in a `phase_id_convention: "bracket"` repo —
the mid-migration shape this PR exists for), the bracket capture group
is `undefined`, so the unguarded call became
`isSentinelPhaseId("undefined-00", 'bracket')` — measured TRUE, so
phase 00 (and 000, 0a, 0.5, 999.1 — any token whose splice with the
literal string "undefined" happens to fall in a sentinel range) was
silently dropped from the denominator. `getMilestonePhaseFilter` (which
still carries its own guard) counts the phase and admits its directory
regardless, so the filter and the counter disagree — a half-done
milestone reads as 100% complete, persisted.

One-line fix, restoring the guard every sibling call site already has:

    if (bracketId && isSentinelPhaseId(`${bracketId}-${token}`, 'bracket')) continue;

Line count: `git diff --stat src/state.cts` -> 1 file changed, 1
insertion(+), 1 deletion(-).

Tests: new describe block "#612 PR-2 round-5 Blocker 1:
countRoadmapPhaseHeadings restores the bracketId guard" — RED-turned-
GREEN for G3 (3/2/67, was 2/2/100) and G3d (the mixed bracket+legacy
mid-migration shape, same numbers) with syncedTotal()/syncedPercent(),
PIN for G3's legacy control (unaffected), PIN for G3b (isolates the
counter with no directory to admit), PIN for G3c (legacy 01/02 only,
no sentinel-shaped token present).

Targeted suite green: `node --test tests/adr-612-*.test.cjs
tests/roadmap-parser.test.cjs tests/state.test.cjs tests/verify.test.cjs`
-> 957/957 pass (952 + 5 new). node scripts/lint-phase-id-drift.cjs
clean; eslint clean.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>

* fix(#2761): extractRetiredPhaseNumbers is fence-aware on the bracket path (round-5 Major 1)

Gate-2 round-5 re-verify Major 1 (NEW) — a FIFTH fence-blind site on
the bracket path, missed by 3be5c412's own enumeration of "four".
extractRetiredPhaseNumbers' line scan (`scope.split(/\r?\n/)`) has no
fence awareness. This PR compiles the bracket alternative into
`introSrc` ("the retirement filter has to widen with the counter it
protects" — the function's own pre-existing comment), so a FENCED
authoring EXAMPLE showing the #1514 retirement gesture in bracket
spelling is now indistinguishable from a real one: it retires a
genuine phase, shrinking the denominator and persisting a confident
100% where base correctly read 50%.

Fixed with the SAME consumer-level ruling this arc has used at every
other fence-blind site, reusing markdown-sectionizer's existing
exported `stripFencedCode` rather than hand-rolling a second fence
parser (single-owner rule) — retirement lines are BULLETS, not
headings, so `tokenizeHeadings` doesn't serve here; `stripFencedCode`
is the general-purpose fence stripper the tokenizer itself is built on.
Gated on `convention === 'bracket'`; the LEGACY line scan stays the raw
`scope` string, byte-identical — its own fenced-example hazard is
pre-existing (wrong at base too) and out of scope.

Line count: `git diff --stat src/state.cts` -> 1 file changed, 9
insertions(+), 2 deletions(-) — one import added, four lines inside
the function (a comment + the `scanScope` computation + the changed
`.split()` call).

Tests: new describe block "#612 PR-2 round-5 Major 1:
extractRetiredPhaseNumbers is fence-aware on the bracket path" —
RED-turned-GREEN for G2 (fenced example in the preamble) and G2b (the
same example placed INSIDE the milestone section, ruling out a
preamble-scoping artifact — the site itself was fence-blind wherever
the fence sits), PIN for the LEGACY control (unchanged, pre-existing,
out of scope — base is wrong on this shape too).

Also folds in the "four fence-blind sites" correction: 3be5c412's
commit message and any restatement of it should read FIVE going
forward; this commit's own message states the count correctly.

Targeted suite green: `node --test tests/adr-612-*.test.cjs
tests/roadmap-parser.test.cjs tests/state.test.cjs tests/verify.test.cjs`
-> 960/960 pass (957 + 3 new). node scripts/lint-phase-id-drift.cjs
clean; eslint clean.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>

* fix(#2761): state sync's counter excludes the bracket 999 icebox token (round-5 Major 2)

Gate-2 round-5 re-verify Major 2 (NEW) — `includeUnconditional999Check`
left `state json` and `state sync` reporting different totals for one
bracket repo. Under bracket, READING-B puts the sentinel in the
bracket, so `isSentinelPhaseId("GSD.02-999", 'bracket')` is false —
the `/^999\b/` TOKEN rule is the only thing excluding a
`### [GSD.02] 999:` icebox heading, and it ran on the read path
(buildStateFrontmatter, `true`) and on getMilestonePhaseFilter
(unconditional), but not on cmdStateSync's own counter (`false`). One
`state sync` call could leave a single STATE.md with its own
frontmatter (percent 50, from the read-path re-sync inside
writeStateMd) and body (percent 33, from the write-path counter that
alone still counted the icebox heading) disagreeing — falsifying this
PR's own stated invariant that sharing countRoadmapPhaseHeadings made
"the two counters must see the same phases" structural.

Functional change is one argument, exactly as specified: the write
call site now passes `syncConvention === 'bracket'` instead of the
literal `false`. `syncConvention === 'bracket'` is `false` for every
non-bracket value, so the LEGACY path resolves to the exact same
`false` it always did — this file's own pre-existing, deliberately-
unchanged read/write divergence on that path is untouched. The READ
site (`:1860`) is NOT touched — its historical behaviour applied
`/^999\b/` to legacy and bracket alike, so changing it would move
legacy READ totals, exactly the class of mistake this arc's own
Blocker 1 (this round) was.

Line count: the functional change is ONE argument
(`false` -> `syncConvention === 'bracket'`); the surrounding comment
was rewritten because the previous one asserted the now-superseded
behaviour ("preserving this file's pre-existing... divergence... a
bare 999 token is not excluded here") and leaving it would mislead the
next reader — not a structural change.

Tests: new describe block "#612 PR-2 round-5 Major 2: state sync
excludes the bracket 999 icebox token like the read path" —
RED-turned-GREEN for G1, asserting `state sync`'s body percent equals
`state json`'s own percent (both 50, not 33 vs 50), PIN for G1's
legacy control (33 vs 50 unchanged, deliberately).

Targeted suite green: `node --test tests/adr-612-*.test.cjs
tests/roadmap-parser.test.cjs tests/state.test.cjs tests/verify.test.cjs`
-> 962/962 pass (960 + 2 new). node scripts/lint-phase-id-drift.cjs
clean; eslint clean.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>

* chore(#2761): restore indent parity at the two line-start-anchored bracket-heading reconstructions (round-5 Minor 1)

`HeadingToken.offset` (tokenizeHeadings) is the LINE-START character offset,
not necessarily the `#` character's own offset — a ≤3-space-indented ATX
heading has both. Two round-4 reconstructions built on tokenizeHeadings
inherited this gap and accepted indented headings their raw, line-start-
anchored predecessors (`^#{1,3}\s+\[...`) never matched:

  1. roadmap-parser.cts's bracket-fallback SELECTOR (extractCurrentMilestone,
     ~line 377) — an indented, version-less `[GSD.02]` milestone heading
     could be reconstructed into headingMatches, then mis-parsed downstream
     (selectedBracketId null, level fallback to 1), leaking a SIBLING
     milestone's phases into the counted scope (G6: HEAD read 3/2/67 instead
     of 2/1/50 — a real phase heading's own directory belonging to the NEXT
     milestone got counted).

  2. state.cts's isMilestoneBounded (~line 1571) — the same gap let an
     indented-only `[GSD.02]`-shaped heading wrongly bound a milestone
     absent from the roadmap, un-suppressing a percent that should stay
     suppressed (mirrors round-4's F12 fenced-only case, but via indentation
     instead of a fence).

Fix: one added conjunct per site — `content[h.offset] === '#'` (source-named
`roadmapRaw` in state.cts) — filtering to tokens whose LINE-START offset IS
the `#` character, i.e. exactly the set the raw line-start-anchored regex
would ever have matched. Restores byte-for-byte raw parity; no other logic
in either function changes. computeSectionEnd and the preamble version/
emoji-token scan are untouched, as instructed — they consumed tokenizeHeadings
output before this arc and are out of scope here.

Also corrects roadmap-parser.cts's now-provably-false docstring claim that
`h.offset` is unconditionally "the same `#`-character coordinate space
`content.match().index` used" — true only for the survivors of the new
filter, not for every token tokenizeHeadings produces.

Line count: the FUNCTIONAL change is exactly 2 lines (one added `&&` conjunct
per call site — `git diff --stat` on the two source files shows 20
insertions/7 deletions, but only those 2 lines change behavior; the rest is
docstring/comment rationale, per this round's "state the line count" ask).

TDD: both fixtures verified RED at HEAD before this commit, GREEN after,
via /tmp/pr612rev/rv5-attack.cjs G6 and a locally-authored isMilestoneBounded-
isolating probe (G6 alone doesn't distinguish the two sites — its unindented
phase headings already satisfy isMilestoneBounded's loose prefix regex
either way, so a second, indentation-only fixture was needed to prove that
site's fix is not a no-op; verified by temporarily reverting just that one
conjunct, confirming 100%-wrongly-bounded RED, then restoring it, confirming
suppressed-percent GREEN).

New tests (adr-612-bracket-phase-counting.test.cjs):
  - RED (G6): indented version-less bracket milestone heading — 2/1/50, not
    the pinned-before-fix 3/2/67.
  - PIN (G6c unindented control): identical document, no indent — 2/1/50
    unaffected on every build.
  - RED (isMilestoneBounded site, indented-ONLY): mirrors round-4's F12
    shape (fenced-ONLY → indented-ONLY) — percent stays suppressed instead
    of the pinned-before-fix wrongly-bounded 100%.

Full G1-G10 (rv5-attack.cjs) + G2b/G3c/G3d/G6c (rv5b.cjs) re-verified
zero-drift against TRUTH after this change. Targeted suite (adr-612-*,
roadmap-parser, state, verify): 962 -> 965 (+3), 0 fail.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>

* chore(#2761): changeset discloses counting-set narrowing + correct stale consumer-count sentence (round-5 minors)

FIX 5 (Minor 2): .changeset/2761-bracket-read-tolerance.md did not disclose
that bracket phase-heading counting is narrower than the raw-regex
predecessor in two ways the review's G4/G5 fixtures surfaced: a level-5
heading (`##### [GSD.02] 05: ...`) is no longer counted (the counter's
tokenizeHeadings scan caps at level 4, matching the selector/isMilestoneBounded
ceiling), and a space-less heading (`###[GSD.02] 05: ...`) is no longer
counted (CommonMark requires ≥1 space/tab after the hashes, which
tokenizeHeadings correctly enforces and the old raw regex did not). Both
G4 and G5 moved from round-1's wrong (inflated) values back to base's
original values as an incidental side effect of routing through
tokenizeHeadings — never a deliberate feature of this PR, and previously
undocumented. One clause added to the existing run-on paragraph; no other
wording in the changeset touched.

FIX 6 (Nit 1): tests/adr-612-bracket-heading-selection.test.cjs:76 —
`BRACKET_PHASE_TAIL_RE` has TWO consumers as of round-4's 65d257ce
(isBracketMilestoneBoundary's own use, plus bracketHeadingHasMatchingChild's
same-id-PHASE-child conjunct), not the "no other consumers" the comment
claimed. Same correction pattern round-4 already applied to this row's
BRACKET_HEADING_INTRO_RE neighbor (that sentence's own staleness was fixed
in 4d7184b8): note the true consumer count, confirm both stay nested inside
the same bracketBoundaryActive runtime gate (verified at
src/roadmap-parser.cts:178 and :250, both reached only through the
`if (bracketBoundaryActive)` block starting at :529), and record which
commit and which fix introduced the drift. Comment-only; no assertion
logic changed.

Line count: 2 files, 8 insertions / 2 deletions total — one added clause
in the changeset (1 line changed) and one comment block replacing the
single stale line in the test file (6 comment lines replacing 1).

Verified: targeted suite (adr-612-*, roadmap-parser, state, verify)
unchanged at 965/965 pass (comment/prose-only diffs, no test count change).
`node scripts/changeset/lint.cjs` and `npx eslint` on the touched files both
clean.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>

* fix(#2761): restore the bracketId guard on the bracket-only /^0\b/ sibling rule (round-6 Blocker 1)

Round-5's Blocker 1 was `isSentinelPhaseId("undefined-00")` — the merge
that introduced the shared counter dropped the `bracketId &&` guard on the
sentinel check. This is the identical failure one line further down, in the
sibling rule this PR itself added: when the phase-heading grammar's LEGACY
alternative matches (`### Phase 0:` in a `phase_id_convention: "bracket"`
repo — the mid-migration shape this PR exists for), `bracketId` is
`undefined`, and the unguarded `/^0\b/` fires on the bare token anyway.
Neither the LEGACY branch of this same function nor
`getMilestonePhaseFilter` has a `/^0\b/` rule at all, so the filter counts
the phase and admits its completed directory while the counter refuses to
count its heading — a milestone with an unstarted phase 02 persists as a
confident 100%.

`/^0\b/` matches `0` and `0.5` (word boundary before the `.`) but not `00`
(no boundary between the two zeros), which is exactly why round-5's G3/G3d
fixtures (`### Phase 00:`) never tripped this one — same defect class,
different token spelling.

Fix: one word, mirroring the guard round 5 restored two lines above —
`if (/^0\b/.test(token)) continue;` -> `if (bracketId && /^0\b/.test(token)) continue;`.

Expected and intentional side effect: `roadmap analyze` and `state json`
now disagree again on this bracket-repo shape (analyze phase_count=2, json
total_phases=3) — exactly as they already do under the legacy convention
today (verified via /tmp/pr612rev/rv6c.cjs on both conventions). That is
the counter regaining agreement with `getMilestonePhaseFilter` (the tighter
constraint — it is what actually decides `completed_phases`), not a new
break; the counter/filter disagreement is what was wrong.

Out of scope, deliberately NOT fixed here (Minor 1, disclosed via a PIN
test only): the bracket-SPELLED `### [GSD.02] 0:` shape has the same
counter/filter disagreement, but reads 2/2/100 on base too — never closed
by any build in this arc, so it is a pre-existing gap rather than a
regression this commit could introduce.

Line count: src/state.cts is exactly 1 insertion / 1 deletion (one word,
`bracketId && ` prepended to the existing condition).

TDD: T0 (`Phase 0:`) and T05 (`Phase 0.5:`) verified RED at HEAD before this
commit (json 2/2/100, sync body 100%) via /tmp/pr612rev/rv6b.cjs, GREEN
after (3/2/67 on both derivations, matching TRUTH). Zero-drift verified by
diffing the FULL corpus (rv5-attack, rv5b, rv4-attack, rv-attack1,
rv-attack1b, rv-attack3c, rv-mech1, rv2-amend1, rv2-amend2, rv6-attack
H1-H19, rv6b) between a pre-fix and post-fix build: the only differing
lines in the entire diff are T0, T05, and H14 — the three target fixtures.

New tests (adr-612-bracket-phase-counting.test.cjs):
  - RED (T0) + PIN (T0L legacy control)
  - RED (T05) + PIN (T05L legacy control)
  - PIN (B0, bracket-spelled `0` — base-parity characterization, Minor 1,
    not fixed this round)
  Round-5's own G3 test (`### Phase 00:`) already serves as the T00 pin —
  `/^0\b/` never matched `00`, so it is unaffected and untouched.

Targeted suite (adr-612-*, roadmap-parser, state, verify): 965 -> 970 (+5),
0 fail. `lint-phase-id-drift.cjs` and `npx eslint` on touched files clean.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>

* chore(#2761): changeset re-attributes the phase-count level cap + discloses the bare-0 carve-out; correct two stale test comments (round-6 Minor 1 + Nits)

FIX 2 (Minor 1 — disclosure only, NOT a code fix): the bracket-SPELLED
`### [GSD.02] 0:` / `0.5:` shape has the same counter/filter disagreement
round-6's Blocker fixed for the legacy spelling, but it reads 2/2/100 on
BASE too — never closed by any build in this arc, so it is a pre-existing
gap rather than a regression this round could introduce. Two changes:

  - Pinned as a base-parity characterization: new PIN test (B0) in
    04b5a95f's describe block asserting the exact unchanged value with a
    comment stating why it's deliberately not touched.
  - .changeset/2761-bracket-read-tolerance.md: one qualifying clause added
    to the "counted from ALL of the phases … not a subset" sentence — a
    bare `0`/`0.x` phase token (however spelled) keeps `roadmap analyze`'s
    own pre-existing sentinel reading under bracket too, so it stays
    excluded from these counts. Carried over, not newly introduced by this
    PR — `roadmap analyze` has always read it this way.

FIX 3(a) — same changeset paragraph misattributed the phase counter's
2-4 level cap to "the milestone-boundary machinery in this PR" (the
selector, `isMilestoneBounded`, the preamble scan) — that machinery caps
at `###` (level ≤3), not 2-4. The 2-4 cap belongs to
`getMilestonePhaseFilter`'s own phase scan. Re-pointed the attribution;
the paragraph's earlier, correct ≤3 claim (selector/isMilestoneBounded)
is untouched.

FIX 3(b) — tests/adr-612-bracket-heading-selection.test.cjs:76-82 (added by
1395bd89, round-5's own Nit-1 correction) claimed both
`BRACKET_PHASE_TAIL_RE` consumers are reached "only through the
`if (bracketBoundaryActive)` block starting at :529". Verified at HEAD:
`bracketHeadingHasMatchingChild` is (only caller :593, inside that block).
`isBracketMilestoneBoundary` is not — it has two callers, an inline
`bracketBoundaryActive &&` conjunct at `:473` (inside `computeSectionEnd`)
and the `:529` block at `:567` — the very fact this row's own earlier
"exactly two callers" paragraph already stated correctly. Corrected the
mechanism claim; the CONCLUSION (every consumer is still gated on the same
flag) is unchanged, exactly as round-5's own Nit-1 fix left round-4's
conclusion unchanged when it corrected the consumer count.

FIX 3(c) — tests/adr-612-bracket-phase-counting.test.cjs:2311,2340 still
said "four fence-blind sites" after round-5 (357ba671) added a fifth
(the retirement scan) in its own block below. Reworded both the section
comment and the `describe()` label to read as historical scoping of
round-4's own fix ("the four sites known at round 4 … a fifth was found at
round 5, see its own block below") rather than a live exhaustive claim.

Line count: 3 files, changeset 1/1, heading-selection test 17/8,
phase-counting test 6/2 (comment/prose-only; B0's own PIN test landed in
04b5a95f alongside T0/T05 since it was investigated as part of that same
Blocker's defect class, not in this commit — noted here for the record).

Verified: targeted suite (adr-612-*, roadmap-parser, state, verify)
unchanged at 970/970 (comment/prose-only diffs, no test count change).
`npx eslint` and `node scripts/changeset/lint.cjs` both clean.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>

* fix(#2761): W021's bracket remediation hint stops pointing at a command that hard-errors (round-7 Minor 2)

`checkBracketCoherence`'s W021 (added by 94abf5df) attached the fix hint
`Run \`gsd-tools roadmap upgrade --convention bracket\` to migrate
(dry-run by default)` to every bracket-convention W021 — both sub-checks
(`missing-bracket` and `mismatch`) share the single `addIssue` call at
src/verify.cts:2255-2256. But `roadmap-command-router.cts:204` throws
unconditionally for any `--convention` value other than
`milestone-prefixed`:

  $ gsd-tools roadmap upgrade --convention bracket
  Error: Only --convention milestone-prefixed is supported

This contradicts the PR's own two disclosures: the changeset ("`bracket`
is a READ-path opt-in until the migrator and write path land") and
docs/CONFIGURATION.md:188 ("There is no bracket migrator and no bracket
emit yet"). Reachability is the exact mid-migration repo this PR targets —
any bracket project with one un-migrated heading gets an unfollowable
instruction on every `validate health`.

Fix: one string. Replaced the hint with what a user can actually do today —
manually align the heading's bracket milestone to its section — and named
the tracked future landing (#612 PR-3) instead of a command that errors.
The milestone-prefixed sibling hint at src/verify.cts:2240 (a different,
already-functional convention/command pair — verified against
roadmap-command-router.cts:65) is untouched.

Line count: src/verify.cts is exactly 1 insertion / 1 deletion (one string
literal).

No test in the suite previously asserted this string's content
(`grep -rn "upgrade --convention bracket" tests/` was empty), so the
unfollowable hint shipped unpinned — `lint-fix-has-regression-test.cjs`
would not have caught a string-only change without a new test. Added one:
asserts the fix string both (a) does not match `--convention bracket`
(the specific pinned-before-this-fix hazard) and (b) equals the new string
exactly, covering the invariant a future edit must not re-break: no
unsupported `--convention` value named in remediation text users are
expected to run verbatim.

Verified end-to-end (not just unit-level) via /tmp/pr612rev/rv7f.cjs: the
W021 issue's `fix` field now reads the new string; `gsd-tools roadmap
upgrade --convention bracket` (and its --dry-run variant) still correctly
hard-error — that command remains unsupported, only the hint text changed.

Targeted suite (adr-612-*, roadmap-parser, state, verify): 970 -> 971 (+1),
0 fail. `lint-phase-id-drift.cjs` clean; `npx eslint` on touched files:
0 errors (1 pre-existing unrelated no-elapsed-assertion warning, same file,
same line this arc's prior rounds already disclosed).

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>

* chore(#2761): correct the bare-0 changeset disclosure + disclose W021's second sub-check (round-7 Minor 1 + Nit 1)

FIX 1 (Minor 1) — round-6's bare-0 changeset clause (1395bd89) was wrong in
three falsifiable ways:

  (a) Its own illustration (`### Phase 0:`) is exactly the LEGACY spelling
      04b5a95f made COUNTED. The residual exclusion after that fix applies
      only to the BRACKET-spelled token (`### [GSD.02] 0:`) — the clause
      named the wrong shape as its example.
  (b) "excluded from these counts" over-scoped the carve-out. The phase-0
      directory is admitted into `completed_phases`/`total_plans` in BOTH
      spellings (measured: B0 at HEAD has `completed_phases=2`,
      `accepts {"GSD.02-0-bootstrap":true}`). The exclusion that survives
      lives in `total_phases`/`phase_count` (heading counting) only.
  (c) The pre-existing "so `roadmap analyze` and `state json` report the
      same number" sentence (present since before this arc's bracket work)
      is now false for the bare-0 LEGACY-spelled shape: 04b5a95f's own
      commit message discloses this exact re-divergence as expected —
      `roadmap analyze` phase_count=2 vs `state json` total_phases=3 on T0
      — matching the disagreement legacy already carries today. The
      changeset still asserted unconditional agreement.

Rewrote both sentences: dropped the `### Phase 0:` example, scoped the
carve-out to `total_phases`/`phase_count`, named the bracket-spelled token
as the one that keeps analyze's sentinel reading, stated plainly that the
legacy-spelled form in a bracket repo IS counted (the mid-migration guard),
and qualified the "report the same number" claim to the `999` token, with
the bare-0 legacy-spelled shape named as the one exception and why.

FIX 3 (Nit 1) — `checkBracketCoherence` has always had two sub-checks
(its own docstring: "Two sub-checks, both surfaced as W021") but both the
changeset and docs/CONFIGURATION.md:188 described only the `mismatch`
sub-check. The `missing-bracket` sub-check — which fires on every
legacy-spelled heading in a bracket repo, the noisier of the two on a
mid-migration project — was undisclosed in both places. One clause added
to each.

Line count: 2 files, 1 line changed each (both are single-paragraph/
single-row files; git diff --stat reports 1/1 per file though several
distinct clauses were edited within that one line each).

Verified: `node scripts/changeset/lint.cjs` clean. Targeted suite
(adr-612-*, roadmap-parser, state, verify) unchanged at 971/971
(prose-only diffs, no test count change, no code touched).

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>

* chore(#2761): resolvePhaseIdConvention's docstring no longer claims loadConfig drops the key

Upstream #2997 (aa7697fe, landed in `next` during this PR's final
verification) added `phase_id_convention: get('phase_id_convention') ?? null`
to `_baseConfig` in config-loader.cts — `loadConfig` now surfaces
`phase_id_convention` in its resolved config. This function's docstring
gave "loadConfig merges against CONFIG_DEFAULTS and drops keys it does not
know, and `phase_id_convention` is not among them" as the reason for
reading config.json directly instead of calling `loadConfig(cwd)`. That
rationale is now stale against live `next`.

Corrected the comment to state the two reasons that actually survive #2997:

  1. The workstream->root federation this function performs is a standalone
     resolution run against a GIVEN cwd, not necessarily the same base a
     `loadConfig(cwd)` call elsewhere in the codebase would federate from.
  2. Convention-ENUM validation is still #612 PR-4 work — this function
     returns the raw string unvalidated, exactly as the now-surfaced
     resolved key would.

Noted that #2997 surfacing the key makes consuming it from resolved config
(instead of re-reading config.json here) a natural PR-4 consolidation —
not this PR's scope. The "cycles were never the obstacle" close and every
other paragraph in the docstring (federation rationale, SCOPE note) are
untouched; they still hold.

Comment-only — no code behavior changed. This worktree's own history does
not contain aa7697fe (git merge-base --is-ancestor confirms neither branch
is an ancestor of the other; not rebasing per instruction), so this is a
textual correction against a documented external fact, not a functional
sync with upstream.

git diff --stat:
 src/planning-workspace.cts | 17 ++++++++++++-----
 1 file changed, 12 insertions(+), 5 deletions(-)

Verified: `npm run build:lib` clean, `node scripts/lint-phase-id-drift.cjs`
clean, `npm run lint:ci` exit 0 (same 2 pre-existing unrelated eslint
warnings as every prior round this arc, 0 errors; lint-fix-has-regression-test
PASS). Full suite not re-run per instruction (comment-only diff).

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>

* fix(#2761): resolve phase_id_convention against the caller's workstream

`resolvePhaseIdConvention` took no workstream, so it resolved from
`planningDir(cwd)` — which falls back to `GSD_WORKSTREAM` only when its `ws`
argument is `undefined`. Every caller that passes a workstream by ARGUMENT
(they cannot set the env var per iteration) therefore read the convention from
the ROOT config while reading that workstream's ROADMAP.

Two reproduced consequences:

- A workstream that explicitly declares its own `phase_id_convention` had it
  ignored. Flipping ONLY the root config between bracket and milestone-prefixed
  changed which milestone that workstream extracted.
- `--workstream foo` and `GSD_WORKSTREAM=foo` disagreed on the same repo: the
  arg form fell through to the root config, the env form did not.

`resolvePhaseIdConvention(cwd, ws?)` now forwards `ws` to `planningDir`, and
both roadmap-parser call sites pass theirs — `extractCurrentMilestoneScoped`
(which already reads STATE from `planningDir(cwd, ws)`) and
`getMilestonePhaseFilter`'s lazy branch. `undefined` keeps the env fallback, so
convention-less call sites are byte-identical; `null` still means "explicitly no
workstream". The `undefined` vs `null` discriminator on `phaseIdConvention` is
untouched — only the base the `undefined` branch resolves FROM moves.

workstream-inventory's two sites (`countRoadmapPhases`, `inspectWorkstream`)
passed a literal `null` where they meant `undefined`, pinning every workstream
to the legacy grammar. On a bracket workstream whose milestone declares 3
phases that returned phaseCount 0 and fell back to the on-disk directory count;
it now returns 3. A non-bracket workstream is unchanged (legacy control pinned).

The workstream -> root federation is preserved: a workstream that declares no
convention still inherits the root, as config-loader does. That inheritance is
pinned so the fix cannot be over-applied into isolation.

* fix(#2761): classify missing phase details per occurrence, not per token

Under READING-B a phase's sentinel status lives in the BRACKET, so
`[GSD.999] 01` and `[GSD.02] 01` share a token and are not the same phase.
Both sides of the missing-detail check were keyed by the bare token anyway, and
both produced false negatives in `missing_phase_details`:

- The checklist scan built a token -> bracket-id Map, FIRST-WINS. Of two entries
  sharing a token, whichever the author wrote first classified both. With
  `- [ ] **[GSD.999] 01: Icebox**` above `- [ ] **[GSD.02] 01: ...**` the real
  phase inherited the icebox's sentinel verdict and vanished from the report;
  swapping the two bullets — same document, same phases — reported it. Pinned
  with a test asserting BOTH orders.

- The detail set was `new Set(phases.map(p => p.number))`, also token-keyed, so
  `[GSD.02] 01`'s heading marked token `01` present and satisfied
  `[GSD.03] 01`, which has no heading anywhere. Order-independent, same class.

Both sides now key on an occurrence key: the owner's `bracketQualifiedKey`
(fold- and padding-insensitive, so `[gsd.2] 01` and `[GSD.02] 01` are one
phase), falling back to a fold-normalized composite for the two shapes that
grammar refuses — a token carrying its own hyphen, which splices to an id whose
trailing segment the qualified-key grammar truncates (the hazard
`getMilestonePhaseFilter` guards with its own `!token.includes('-')`), and any
id it does not accept. With no bracket id the key IS the bare token, so the
legacy path keeps its exact keys and dedupe order.

The emitted value is unchanged — `missing_phase_details` stays an array of bare
tokens, matching `phases[].number`. Only the classification moved to the
qualified key, so two brackets' `01` both missing report `01` once instead of
one silently covering for the other.

* test(#2761): replace the two wall-clock ReDoS assertions with algorithmic bounds

Both guards asserted elapsed wall-clock time — `Date.now()` against a 20s
ceiling in the coherence suite, `process.hrtime.bigint()` against 1s in the
read-tolerance suite. Those measure the host machine rather than the SUT and
flake on a loaded CI runner (RULESET.TESTS.no-timing-assertion). Per
RULESET.TESTS.delete-bad-tests they are REPLACED, not skipped, and the
behavioral property each one guarded is preserved.

The property is "the widened bracket patterns do not backtrack
catastrophically", which is a claim about growth, so it is now stated by
scaling the input instead of by timing it:

- validate health runs the pathological unclosed bracket at 4,000 and 16,000
  characters and must return the same correct result (no W021) at both.
- The four reader entry points run five ReDoS shapes at 5,000 and 20,000 and
  must name exactly the phases each shape should name at each size, with the
  variant cardinality unchanged across the two.

Catastrophic backtracking is superlinear, so a regression cannot complete the
4x leg under any ceiling, while a bounded matcher is indifferent to the
scaling. The one attack that is well-formed-but-oversized now pins its reading
precisely (`['1'.repeat(n)]`) rather than being lumped in with the malformed
ones. A positive control asserts the readers still extract a well-formed
bracket heading, so "names no phase" cannot pass by the readers being inert.

`{ timeout }` is a hang backstop, not an assertion: it turns a runaway into a
deterministic failure instead of a suite that never returns.

* fix(#2761): give the bracket grammar one owner and teach the drift guard to see it

The bracket milestone-intro grammar was re-typed verbatim in three readers —
roadmap-parser's bracket-fallback selector, state's `isMilestoneBounded` and
verify's `checkBracketCoherence` — which is exactly what #2761's own gate
forbids ("no token literal outside src/phase-id.cts"). `check:phase-id-drift`
reported clean the whole time: its detector only ever knew the phase-NUMBER
token grammar, so the bracket class `[A-Z][A-Z0-9_]*` was invisible to it.

Ownership. `src/phase-id.cts` now exports the class as
`BRACKET_PROJECT_CODE_SRC` and the intro in the two shapes its readers need:
`bracketMilestoneIntroSrcFor(milestone)` (pinned to one milestone) and
`BRACKET_MILESTONE_INTRO_CAPTURING_SRC` (milestone captured). The pinned
builder owns the pad2 spelling rule too — "canonical spelling only, not `0*N`"
was previously restated in prose beside each copy, a convention two files had
to keep agreeing on by hand. `BRACKET_ID_SRC`, `BRACKET_ID_PREFIX_RE` and
`BRACKET_QUALIFIED_KEY_RE` now compose the class rather than re-spelling it.
All three call sites consume the owner; the regex sources are byte-identical to
what they spelled, asserted against hand transcriptions of the pre-fix lines.

Guard. `scripts/lint-phase-id-drift.cjs` gains a bracket rule
(`findBracketGrammarDrift`), wired into `scanRepo` and tagged `kind`. It
deliberately does NOT copy the token rule's `line.includes(CANON_REF)` escape:
that escape is line-level, and verify's copy referenced the owner for the
MILESTONE field on the same line as the re-typed PROJECT-CODE class — so a
bracket rule with that escape would have kept passing on the very site under
review. Partial ownership is the drift; only a dedicated `// phase-id-owner:`
comment suppresses it.

Proof, end to end: planting the shipped verify.cts literal back into src/ makes
`npm run check:phase-id-drift` exit 1 naming `[bracket] src/verify.cts:1475`;
restoring it returns the gate to ok.

Tests. phase-id-drift-guard carries all three shipped literals as negative
fixtures, the same-line-owner-reference case, the case-widened evasion variant,
the sanction rules, and a temp-tree scan proving the rule is wired into
scanRepo rather than merely exported. continuation-grammar-parity drives the
pinned and capturing shapes over a 12-entry corpus and requires the same
verdict from both plus the same captured milestone — widening either alone
fails there.

* test(#2761): drop the out-of-scope source-grep exemption from the selector pin

The baseline-selector pin in tests/adr-612-bracket-heading-selection.test.cjs
read `src/*.cts` with readFileSync and regex, claiming the no-source-grep
escape with a source-text-is-the-product reason. CONTEXT.md's documented scope
(RULESET.TESTS.no-source-grep.exemption) reserves that escape for tests whose
subject is a runtime CONTRACT FILE — STATE.md, config.toml, hooks.json, agent
.md — and `src/*.cts` is none of those.

It was also broader than it looked: eslint-rules/no-source-grep.cjs matches the
marker in ANY comment in the file, so one block's claim disarmed the rule for
the whole ~700-line suite.

The pin itself is worth keeping — the BASELINE ARGUMENT at each call site is a
fact no behavioural test can recover (flipping verify's milestone-complete site
from LABEL_ONLY to ANY_BRACKET grants a tolerance it has never had, and every
behavioural test still passes), so pinning it does require reading the authored
source. That reading moved to `scripts/lint-phase-id-drift.cjs` — the seam's
own guard, where source scanning is sanctioned (`warn` scope) and already
happens for the grammar rules — as `countSelectorBaselines` /
`scanSelectorBaselines`, which return a structured census. The test asserts on
the returned data and touches no file text.

CONTEXT.md is unchanged: the exemption scope was not widened to fit the test.
No marker remains in the suite, so the rule is live across all of it again, and
eslint passes with the escape removed rather than relocated. A floor assertion
pins that the census actually found the five consumers, so the "no other file
consumes the selector unpinned" check cannot pass on an empty scan.

* docs(#2761): rewrite the changeset as a lead + deltas instead of one paragraph

The fragment was a single ~6,400-character paragraph that opened on internal
mechanics, buried the user-visible change, and named an internal test path
(tests/adr-612-bracket-phase-counting.test.cjs) that means nothing to a reader
of the CHANGELOG.

It now leads with what a user sees — bracket-style phase IDs are recognized on
the read path across roadmap, validate, verify and state — followed by compact
bullets for the behavioral deltas, the opt-in caveat, and the upstream
consequences. Both merge-added disclosures are kept: the #3185 legacy-sentinel
Phase-0 delta with the reason the bracket counter keeps the narrower rule, and
the enumerator's convention-argument default flip with the four newly-scoped
read surfaces and the note that archival and milestone-completion paths are
unchanged. Two deltas from this review round are stated as their own bullets:
per-occurrence classification in `missing_phase_details`, and workstream-scoped
convention resolution including the workstream-rollup count change.

The internal test path is gone and the body is down to ~3,850 characters. The
bullets render as sub-bullets under the CHANGELOG entry and the `(#NNNN)`
suffix still lands on a trailing paragraph rather than mid-list.
`npm run lint:changeset` passes.

* test(#2761): use helpers.cleanup in the drift-guard temp-tree test

`local/no-raw-rmsync-in-tests` rejects a bare `fs.rmSync` in tests — the shared
helper carries the Windows-EBUSY retry budget. The temp-tree scan added with
M3's guard coverage test used the raw call.

* docs(#2761): correct the occurrenceKey comment on qualified-key normalization

The comment claimed `bracketQualifiedKey` is "fold- and padding-insensitive, so
`[gsd.2] 01` and `[GSD.02] 01` are one phase". The fold half is right; the
padding half is not. `BRACKET_MILESTONE_NUMERIC_SRC` is `(?:[1-9]\d{2,}|\d{2})`,
so `bracketQualifiedKey('GSD.2-01', 'bracket')` returns null and that input
takes the composite fallback instead.

No behavior change — the two key spaces use different separators and cannot
collide — but the claim was checkable and wrong. Restated: the owner case-folds,
and padding-tolerance is not a property it has or needs, because each accepted
milestone has exactly one canonical spelling and `[GSD.2]` is malformed rather
than an alternate spelling of `[GSD.02]`.

* ci(#2761): give the coverage-gate job the heap floor the shard jobs already have

The gate's report steps parse ~2.5GB of merged raw V8 dumps in one
process at the runner's implicit ~4GB ceiling, so pass/fail comes down
to GC timing (run 31338081337 OOM'd; next passes the same volume at
28s). Deterministic locally: crashes at --max-old-space-size=4096,
completes in 11s at 8192. PR shard data is within 0.15% of green next
runs — the load is pre-existing, only the ceiling was missing. #2952
set 6144 on the shard-collection step; the gate job was missed.

* Revert "ci(#2761): give the coverage-gate job the heap floor the shard jobs already have"

This reverts commit 03c74a97c911e9ddc53675aded9c9bbb89f14cd1.

* fix(#2761): thread the resolved convention into cmdStateValidate's phase-directory lookup

#3208 replaced cmdStateValidate's `startsWith` prefix test with the canonical
`phaseKeyFromDir(...) === selectedPhaseKey` comparison. That is the right
surface, and it is why the lookup now needs the resolved `phase_id_convention`,
which the rewrite does not pass.

`phaseKeyFromDir` deliberately refuses to read a bracket directory without an
explicit signal (ADR-2121: a bracket dir is string-indistinguishable from the
legacy letter-prefixed-decimal family), so un-threaded it returns the whole dir
name as the key — `GSD.02-05-real-work` -> `GSD.02-5-REAL-WORK` — while the
STATE side is the bare `05` that `parsePhaseFromProse` yields. Both sides of one
comparison derived under different conventions is #2562's defect class, and this
file's other three `phaseKeyFromDir` call sites already thread against it.

Observable: a bracket repo whose phase directory plainly exists reported
`valid: false` and "no phase directory matches phase 05", and the drift scan
(plan-count mismatch, verification status) never ran. The pre-#3208 `startsWith`
missed the same directory but skipped silently, so this is a visible-failure
regression on bracket repos, not a new miss.

Non-bracket conventions are byte-identical by construction: `extractPhaseToken`
branches only on `=== 'bracket'`, so null / 'milestone-prefixed' / unresolvable
compile the same path as the un-threaded call. The flat-legacy twin assertion
pins that.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>

* docs(#2761): note the cmdStateValidate convention threading in the changeset fragment

The fragment described the bracket read path as of the pre-merge branch. 504c64ff
added a shipped behaviour change — `state validate` now resolves bracket phase
directories — that the fragment did not mention, so the rendered changelog would
have under-described what ships.

Body text only; `type` and `pr` are untouched.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>

* test(#2761): invert the inherited-wart characterization — #3225 fixed it upstream

Required by the merge of next @ 86101ee6; test-only, no src delta.

This branch disclosed rather than fixed a pre-existing upstream wart: on a
LEGACY repo, `### Phase 999:` warned from `validate consistency` while
`validate health` suppressed it — the two verbs contradicting each other.
The case was pinned as a characterization test ("INHERITED WART, unchanged")
precisely so it would INVERT if upstream ever closed it, rather than rot
silently.

ae7dc529 (#3225) closed it, by adding the `isSentinelPhaseId` guard to this
very loop. So the assertion inverted on the merge — as designed. Flipped to
assert the FIXED behaviour rather than deleted: it is the negative-space
proof that this branch's `sentinelPhases` guard never had to grow a legacy
reading of its own, and it reds if a future conflict resolution keeps our
guard while dropping upstream's.

Added a scope control alongside it (a legacy NON-sentinel `### Phase 09:`
with no directory still warns), so deleting the loop outright cannot pass.

Union proven load-bearing in BOTH directions against the merged tree —
neither guard subsumes the other:
  - drop `isSentinelPhaseId(p)` (ours only) -> 1 red, exactly this case.
    Note upstream's own #3225 tests stay GREEN there: they cover the
    disk-side loops (sentinel dir on disk) and the gap-numbering filter,
    not the ROADMAP-side loop. This case is that site's only coverage,
    which is the second reason to keep it rather than delete it.
  - drop `sentinelPhases.has(p)` (upstream only) -> 4 red bracket suites
    (icebox-not-missing, health/consistency agreement, occurrence-aware
    suppression, checklist-index suppression).

tests/adr-612-bracket-read-tolerance.test.cjs 79 -> 80, all green.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>

* test(#2761): pin the three re-homed W006/W007 reads the merge left unfalsifiable

#3309/#3310 deleted the helpers this PR threaded (collectDiskPhases,
collectDiskPhaseEntries, collectArchivedPhaseDirNames,
forEachArchivedPhaseToken) and rebuilt their reads inside
src/planning-snapshot.cts + src/health-diagnostic-rules/*.cts. The convention
threading moved with them in the merge commit — but a mutation sweep over the
re-homed sites found three where reverting the convention argument changed real
CLI output and NOT ONE existing test went red. The pre-migration sites were
covered indirectly, through helpers that no longer exist, so the coverage did
not survive the relocation even though the behaviour did.

Each case is pinned at the CLI with its flat-legacy twin as the byte-identity
control, plus a non-vacuity control in the opposite direction:

  archivedPhaseTokens      revert -> "Phase 05 in ROADMAP.md but no directory on
  (planning-snapshot.cts)            disk" for a phase whose only directory is
                                     under .planning/milestones/v1.0-phases/
  roadmapPhaseCheckboxes   revert -> "Phase 09 in ROADMAP.md but no directory on
  (planning-snapshot.cts)            disk" for an unstarted `- [ ]` phase
  W007's extractPhaseToken revert -> "Phase GSD.02-77-orphan exists on disk"
  (roadmap-disk-consistency)         instead of "Phase 77 exists on disk"

Red/green: each single-line revert reds exactly its own case and nothing else;
every legacy control stays green in all three runs.

NOT pinned, and disclosed as droppable rather than given an unfalsifiable test:
buildValidPhaseSet's extractPhaseToken(dir, convention) in W002. That rule
unions disk tokens with roadmapDeclaredPhases and archivedPhaseTokens, and any
STATE.md reference a bracket disk token would rescue is already rescued by the
ROADMAP half — probed directly, the argument makes no observable difference. It
is threaded because it restores collectDiskPhases(planBase, convention)'s
derivation exactly, not because a test needs it.

Test-only; revertable independently of the merge commit.

* test(#2761): pin the two reads the #3165 extraction left unfalsifiable

DROPPABLE, offered as such. Test-only; the merge commit is correct without it.

#3428's extraction gave `collectAnalyzePhases` TWO call sites — the scoped
milestone window and the truncated-window recovery path. The merge threads
`convention` into both and swaps `detailKeys` with `phases` across the recovery.
Neither of those was falsifiable by the suite as it stood:

  - passing a NULL convention at the FALLBACK site, with the scoped site still
    threaded, is green across all 518 tests of the bracket, roadmap and
    milestone-window files. Every pre-existing bracket assertion reaches the
    enrichment through the scoped window, so none of them can observe the
    fallback's reading at all;
  - dropping `detailKeys = fallbackScan.detailKeys;` — the line this merge
    authored — is likewise green, because no fixture that reaches the recovery
    path carries a checklist bullet, so `missing_phase_details` is `null`
    either way.

That is the same hole class lap 3 closed in 9914359c: an argument whose revert
changes real CLI output with zero reds.

Pinned at the CLI on the shape that reaches the fallback on a bracket repo — a
MID-MIGRATION ROADMAP: bracketed ACTIVE milestone, its phase-detail sections
and checklist bullets sitting after an intervening CLOSED legacy milestone (so
the window closes over prose only), plus one legacy `### Phase N:` section of
its own. Six tests:

  - a NON-VACUITY control that removes the phase directories, so #3428's own
    precondition fails and the result is the empty one the recovery exists to
    replace — this is what proves the rest read the FALLBACK's output rather
    than the scoped scan's;
  - the directory assertion (`disk_status`/`plan_count`/`summary_count` for
    canonical `{CODE}.{MM}-{PP}-slug` dirs) + a flat-legacy twin asserting
    byte-equal shape, and that the twin is the right answer rather than a
    shared wrong one;
  - `missing_phase_details: null` for phases the recovery just found, and its
    companion direction — a bullet with no heading anywhere is STILL reported,
    so a fix that merely suppressed the report does not pass;
  - a non-bracket repo taking the same path unaffected.

Red/green, each mutation reverted afterwards:
  - fallback call site -> `null` convention: exactly 2 reds, both directory
    assertions in this block; 307 other tests green, including upstream's own
    #3428 tests in tests/milestone-window-single-owner.test.cjs.
  - `detailKeys` swap deleted: exactly 2 reds, both `missing_phase_details`
    assertions; 414 other tests green.
  - `matchPhaseDirs` 3rd argument dropped (the lap-2 site): 4 reds — the 2
    already on record plus this block's 2, which is the point: one seam, now
    reached by two paths.

DISCLOSED IN THE TEST BODY WITH MEASURED OUTPUT, not fixed: `hasPhaseEntries`
(src/roadmap-parser.cts) is convention-blind, so on a PURE-bracket ROADMAP the
window classifies COMPLETE and #3428's recovery is gated off entirely. That
document returns `{"scope":"complete","phase_count":0,"next_phase":null,
"phases":[]}` — the "genuinely empty milestone" answer, the indistinguishability
#3184 introduced `scope` to remove — where the flat-legacy twin returns
`{"scope":"truncated","phase_count":2,...}`. Widening it changes the value of an
upstream-owned output field on bracket repos, so it is a behaviour slice (the
PR-2.5/PR-4 convention-less-readers question), not a merge-round change. The
mid-migration shape pinned here is the reachable half.

* fix(#2761): mirror the bracket terminator in the milestone-scope write guard

parser's terminator vocabulary — "a level 1-3 heading that is not a Phase
heading and carries a milestone signal". On this branch that vocabulary is
convention-SELECTED: `computeBracketSectionEnd` adds `isBracketMilestoneBoundary`
as a terminator arm, and the ADR-canonical `## [GSD.09] Hidden` carries NO
vN.N token, NO ✅/📋/🚧/🔄 marker, and not the word "Milestone". Left
unmirrored, the guard accepted exactly the description it exists to reject.

NOT a defect on clean next — a bracket heading terminates nothing there. The
branch widens the terminator set, so the branch owns the mirror.

MEASURED at the CLI seam before the fix (bracket fixture, one milestone,
one phase):

  $ gsd-tools phase add $'Sneaky\n## [GSD.09] Hidden'   -> exit 0, written
  $ gsd-tools phase add 'Innocent follow up'            -> exit 0, written
  $ gsd-tools roadmap milestone-scope
    { "scope": "complete", "phases": ["01","1"], "phase_count": 2 }
  $ grep '^### Phase' .planning/ROADMAP.md
    ### Phase 1: Sneaky
    ### Phase 2: Innocent follow up      <- in the document, out of the window

After the fix the first add exits 1, ROADMAP.md is byte-unchanged and no
phase directory is created. The legacy twin (same text, no
`phase_id_convention`) still exits 0 — opt-in only, base behaviour preserved.

SHAPE
- `findMilestoneScopeHeadingLines(text, convention)` — REQUIRED, the same
  tripwire `scanMilestonePhaseIds` carries in the merge commit and for the
  sharper reason: a blind call here fails OPEN (the guard quietly ACCEPTS a
  window-narrowing description), so a future call site must fail to COMPILE.
  Census is one caller, which pays nothing for it. A non-bracket value takes
  the pre-existing path byte-identically. The bracket arm routes through
  `isBracketMilestoneBoundary`, the same single-owner phase-vs-milestone
  discriminator `computeBracketSectionEnd` consults; no second bracket-heading
  grammar is spelled here.
- `selectedBracketId` is deliberately `null`, so the same-milestone
  CONTINUATION exemption never fires and a value naming the ACTIVE milestone
  is flagged too. That is this predicate's third stated conservatism and
  rests on its own existing argument: which milestone is active is a property
  of the document at write time, not of the text being validated, and
  over-rejecting is one-directional.
- `assertDescriptionPreservesMilestoneScope` takes `cwd` and resolves through
  the branch's tolerant try/catch — this guard runs BEFORE `loadConfig` and
  before the ROADMAP existence check, so an unresolvable convention must
  degrade to the legacy vocabulary, never turn a rejection into a crash.
- The error's marker list gains the bracket form only when the project is on
  the bracket convention.

RED/GREEN
- Revert the bracket arm -> 2 reds (phase add; insert + add-batch), the
  non-bracket control and both no-false-positive cases stay green.
- Revert the probe threading in the merge commit -> 1 red (the probe case).
- 6 new cases in the #3262 file, each with a non-bracket or
  no-false-positive control: fenced bracket milestone heading and bracket
  PHASE heading are both non-violations.

Droppable: revert this commit and the merge stands on its own; the branch
then ships the gap as a disclosure instead of a fix.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>

* docs(changeset): narrow the enumerator claim to the directory set — per-entry rendering in progress/stats/init-manager is display-slice scope

Round-7 review confirmed 3 of the 4 surfaces named by the closing claim
parse each directory or heading with legacy-only patterns that live in
files this PR does not touch (commands.cts:1766, commands.cts:2116,
init.cts:2241). The claim now states exactly what this slice delivers:
the scoped directory set. Their per-entry conversion is display work,
deferred to the epic's display PR with the statusline/progress-card
gates it belongs beside.

* fix(#2761): de-accident the unmatched-milestone bracket fixture, re-pin to #3480's withhold contract

tests/adr-612-bracket-phase-counting.test.cjs:515 ("a milestone that
does NOT match STATE is not scoped in") asserted total_phases === 0.
Since today's merge brought in 70b5c1a1 (#3354/#3480, already in
`next`), buildStateFrontmatter withholds total_phases (omits the key,
read back as null) for a milestone that is genuinely sectioned but
matches no ROADMAP heading, instead of substituting a computed number
— the fixture's `state json` read now returns null, failing the
strictEqual(0) assertion.

The original single-section fixture's 0 only ever survived by
accident: hasMilestoneSectioning requires >=2 milestone-vocabulary
headings to call a ROADMAP sectioned, and its isPhaseHeading helper
recognizes only the legacy `Phase N:` text form — so the bracket
phase heading `### [GSD.03] 09: Not this milestone` (title containing
the word "milestone") miscounted as a second milestone heading,
tipping hasMilestoneSectioning true and routing to the disk-count
branch. With that miscount removed, the same one-section fixture
reads 1 (the non-matching milestone's phase count leaking into v2.0's
total) — proving the pinned 0 was never validating the scoping this
test claims to exercise.

Replaced the fixture with two genuine milestone sections (GSD.03,
GSD.04), neither matching STATE's v2.0, with phase titles carrying no
incidental vocabulary — the real #3354 shape. Re-pinned the assertion
to null, matching upstream's own tested contract (tests/state-
document.test.cjs, "#3354 with nothing stored, the key is omitted
rather than written from the dir count").

Verified: file green 3/3 runs (104/104), full state-suite regression
771/771 green. The isPhaseHeading gap that made the old fixture
accidental is a real, pre-existing, upstream-owned limitation
(hasMilestoneSectioning only guards >=2-section conflation, not a
single non-matching section leaking through) — not introduced by

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>

* chore(#2761): exempt two self-authored-fixture regexes from #3441's unbounded-quantifier rule

Both sites parse the STATE.md the test itself just wrote to its own
tmpdir — fixed-size fixture output, not adversarial or document-scale
input. Exempted with the justification-comment pattern the tree's own
tests use for this exact case (settings-integrations, copilot-install,
research-agent-profiles). The sites predate the rule; #3441 landed on
next this morning and this branch picked it up in the catch-up merge.

* fix(#2761): fix forward two next-movement test regressions from the round-11 rebase

origin/next's #3573 newly threads STATE's stored `milestone:` value into
`state json`'s buildStateFrontmatter call (previously always `undefined` on
that read surface). Two pre-existing PR-2 fixtures reach code paths that
call never exercised before that merge:

- RED (repro2 case C): a version-less, all-bracket-id ROADMAP now hits
  getMilestonePhaseFilter's pre-existing (unaffected by this branch) row-5
  `versionResolved && !headingFound => SCOPE.UNSCOPED` rule, which withholds
  `progress.percent` even though the scoped total_phases/completed_phases
  are still correct. That row-5 rule is load-bearing for six other
  version-less-document pins in this same file; narrowing it broke seven of
  them in testing, so production code is untouched here. Reassert the
  test's real claim (scoping, via total_phases/completed_phases) and
  disclose the now-withheld percent instead of silently dropping it.

- PIN (repro12 LEGACY control): a fenced-example-vs-real version heading
  fixture. #3573 routes this read through sliceMilestoneWindow (fence-aware)
  instead of the legacy anyMilestonePattern raw scan (fence-blind) this pin
  was disclosing as out of scope, so the fixture no longer exercises the
  blind path — total_phases moves from the whole-doc 4 to the correctly
  scoped 2. Re-pinned with an upstream-attributed comment, matching this
  file's existing house style for prior origin/next movements (see the
  sibling "PIN (G3 LEGACY control)" comment).

Both are test-only fix-forwards: no production code changed. The remaining
12 failures in this file at 27363e9d0 (dropped seam commits' VERIFICATION.md
naming + fixture updates) are pre-existing and deferred to the stacked
follow-up per the task's own scope.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(#2761): thread phaseIdConvention explicitly at the two write-adjacent enumerator call sites (round-11 BLOCKER)

listMilestonePhaseDirs' phaseIdConvention param lost its `= null` default
(phase-locator.cts), so an omitted convention now means "resolve from
config" instead of "explicitly not bracket" — a deliberate flip, but
milestone.cts and state.cts were not in the PR-2 diff and both call the
enumerator without threading it:

- milestone.cts cmdMilestoneComplete (the single #3597 shared derivation
  feeding the stats loop, --dry-run preview, and the real archive/rename
  pass) now resolves phase_id_convention once and threads it explicitly,
  so a bracket project's `milestone complete` archives its real
  bracket-declared phase directories instead of silently inheriting
  whatever the enumerator's lazy default resolves to.
- state.cts cmdStateUpdateProgress's own enumerator call threads the same
  resolved convention. Empirically this does not change the #3217 withhold
  gate (scope is assigned before headingConvention resolves in
  getMilestonePhaseFilter, so it's convention-independent either way) or
  the reported percent (already correctly threaded via
  computeUpdateProgressPreview -> buildStateFrontmatter); it closes a
  second, silently-resolved answer to the same question this file's own
  ONCE-and-THREAD rule (~:2300) already states as policy.
- state.cts's other listMilestonePhaseDirs call site (the state-sync
  scope-only read, ~:4791) is left unthreaded on purpose, with an inline
  note explaining why: only `.scope` is consumed, and `.scope` is set
  before convention resolution in getMilestonePhaseFilter, so it cannot
  disagree with a threaded convention.

Both enumerated sets are pinned by new tests (round-11 BLOCKER block in
tests/adr-612-bracket-phase-counting.test.cjs), including a mutation-style
regression check on the milestone.cts fix (forcing the un-threaded default
back on makes the pinned test fail, catching a regression to the
pass-all-degrade legacy reading).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(#2761): correct the changeset's false archival claim and amend ADR-612 for the round-11 M2(2) split scope

The changeset (.changeset/2761-bracket-read-tolerance.md) asserted "The
archival and milestone-completion paths are unchanged" — false: both
paths reach the widened enumerator, and this PR now threads their
convention explicitly (previous commit). Replaced the closing paragraph
with an accurate description of what changes for a bracket project at
those two call sites, and notes both enumerated sets are pinned by tests.

ADR-612 (docs/adr/612-bracket-phase-id-convention.md) amended per M2(2):
the 2026-08-03 PR-2/PR-4 boundary proposal is added in-body (PROPOSED,
not stamped — mechanics per docs/contributor-standards.md:143 reserve ADR
ratification to maintainers), rescoped to what actually ships in PR-2
(#2761) now that the round-11 M1 split moved the completion-seam
threading (isPhaseArtifact/scopeToPhase, phase-id.cts:964-1090) out into
a separate, stacked follow-up PR referenced generically via epic #612:

- state.cts read-tolerance (both total_phases derivations, the #1514
  retirement filter) moves into PR-2's row, alongside milestone.cts,
  reflecting the round-11 fix above.
- the write-observability point is restated in terms of what actually
  ships: explicit threading at two named call sites, pinned by tests,
  rather than silent inheritance.
- the completion-seam threading is named and explicitly excluded from
  PR-2's scope, with a new ratify item (5) and a Negative consequence
  bullet covering the sequencing cost.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(#2761): repair round-11 response gaps — disk-side sentinel bug, test-fixture bug, scanMilestonePhaseIds caller drift

Four independently-verified gaps in the round-11 repair response:

1. isSentinelPhaseId (src/phase-id.cts) treated a bare, untagged phase
   directory under phase_id_convention: "bracket" (`0-bootstrap`, no
   `{CODE}.{MM}-` prefix) as sentinel milestone 0 by falling through to the
   legacy leading-int rule when the bracket-tag match failed. This silently
   dropped a real, on-disk, milestone-declared phase directory from
   `listMilestonePhaseDirs` (phase-locator.cts:424, the only unguarded call
   site) and undercounted completed_phases/percent. Mirrors the carve-out
   already present on both heading-side counters (state.cts's
   countRoadmapPhaseHeadings guards its bare-0 exclusion with `bracketId &&`;
   roadmap-parser.cts's scanMilestonePhaseIds composes the bare-token rule as
   999-only) — under bracket convention, milestone 0 is expressed only via an
   explicit bracket tag, so an untagged leading 0 is a real phase token.

2. tests/adr-612-bracket-phase-counting.test.cjs's writeProject fixture
   hardcoded `01-VERIFICATION.md` for every "complete" phase dir regardless
   of the dir's real phase token. Under legacy convention this file already
   correctly failed #3511's strict isPhaseArtifact match for any dir other
   than phase 01 (the fixture never modeled what it claimed to); under
   bracket convention the pre-existing ambiguity fail-safe admitted it
   regardless. The two readings' disagreement was mistaken for a missing
   completion-seam threading (isPhaseArtifact/scopeToPhase convention
   awareness, correctly split out to the stacked #3644 per round-11's M1).
   Replaced the hardcoded name with verificationNameFor(dir), deriving the
   real per-phase filename from the production normalizePhaseName the same
   way cmdScaffold does — the 7 failing "flat-legacy-twin" / CHARACTERIZATION
   assertions pass on #2867's own code with no seam threading required, and
   the genuine seam-dependent cross-phase-stray-exclusion test the fixture
   fix would otherwise have hidden lives on the stacked branch instead.

3. tests/roadmap-parser.test.cjs's two #3577 tests still called
   scanMilestonePhaseIds with the old single-Set return shape; this PR
   changed it to `{ ids, qualifiedIds }` for every other caller but missed
   these two, which don't touch #2761/bracket code at all. TypeErrors at
   runtime, not silently-wrong assertions. Updated both call sites.

4. .changeset/2761-bracket-read-tolerance.md gains a paragraph disclosing
   fix 1 above, so the changeset stays accurate to what actually ships (the
   round-11 BLOCKER was exactly this changeset going stale once).

Verified: tests/adr-612-bracket-phase-counting.test.cjs +
tests/continuation-grammar-parity.test.cjs + tests/roadmap-parser.test.cjs =
354/354. adr-612-{coherence,grammar,heading-selection,read-tolerance,
selection.property}.test.cjs + collision-characterization = 287/287
(CONFIRMED-CLEAN set, unaffected). Full unfiltered suite run separately.

PR #3643 (round-11's M1 split, opened draft per that round's explicit
requirement) was auto-closed by this repo's own draft-PR policy 11 seconds
after opening — draft PRs are unconditionally closed here. Reopened as
non-draft #3644 (same branch, same commits, DO NOT MERGE / stacked-on-#2867
marker in the body, enhancement template) since the repo's own bot confirms
non-draft contributor PRs are tolerated even off-template.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(#2761): narrow the state-update-progress pin claim to what mutation testing actually proved, add the test that covers the rest

Round-11 BLOCKER response gap (verified, not a guess): the changeset and
ADR-612 amendment point 2 both claimed the round-11 tests pin
`cmdStateUpdateProgress` so "a future change to the enumerator's default
cannot silently move ... what state update-progress reports without failing
a test." Mutation testing disproves this. Reverting BOTH the state.cts
explicit `phaseIdConvention` thread AND simulating the phase-locator.cts
pre-#612 hardcoded-null default (`phaseIdConvention: null` at that one call
site) leaves the existing PIN test ("writes a real percent for a
bracket-scoped milestone") green, because that percent comes from
`computeUpdateProgressPreview` -> `buildStateFrontmatter`, a separately and
already-correctly-threaded derivation the state.cts inline comment at ~:965
already candidly documents.

What the reverted thread DOES change, empirically, is `phaseDirs`/`totalPlans`
— the enumerated `.value` this call site feeds into the #3233 zero-plans
no-op gate a few lines below. That is the one place a regression at this call
site is observable in the command's output. Added a test that pins exactly
that: a bracket milestone whose declared phases carry no plans on disk,
alongside a decoy directory that plainly does not belong to the milestone
(no bracket tag, no phase token) but does have a plan. Correctly scoped, the
decoy is excluded and the #3233 no-op fires (`updated: false`). Degraded to
the pass-all legacy reading, the decoy is swept in, `totalPlans` flips
nonzero, and the no-op never fires (`updated: true`).

Mutation-tested against both scenarios:
- Reverting ONLY the state.cts explicit thread (falls back to `undefined`,
  which `getMilestonePhaseFilter` resolves via the identical
  `resolvePhaseIdConvention(cwd, undefined)` call the explicit thread also
  makes): new test stays green — confirms the single-hunk thread really is
  pure single-derivation hygiene, exactly as the existing inline comment
  claims, for this test too.
- Forcing `phaseIdConvention: null` at that call site (the combined-revert
  scenario the round-11 mutation testing actually exercised): new test FAILS
  (`updated: true, percent: 0` instead of the expected `updated: false`).
  Restoring the real code makes it pass again.

Narrowed the changeset and ADR-612 point 2 prose to match: `cmdMilestoneComplete`'s
enumerated set is pinned against a pass-all-degrade regression (genuine,
already verified in round 11); `cmdStateUpdateProgress`'s own call site is now
pinned against the #3233 zero-plans no-op specifically, not against the
reported percent, which the prose no longer claims. Added a one-line pointer
to the new test in the state.cts inline comment. No production behavior
changes — test and documentation only.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* docs(#2761): reconcile ADR PR-2 module map

* fix(#2761): restore #3639's dir-aware W007 sentinel exclusion lost in the rebase replay

The rebase replayed this file's pre-#3639 patch over next, reverting the
isSentinelPhaseId(token) -> isSentinelPhaseDir(dirName) fix: the extracted
token is milestone-stripped, so a bracket sentinel (GSD.999-07-icebox,
GSD.00-01-backlog) was invisible to the id predicate and false-fired W007.
Restores upstream's call and comment verbatim; the branch's convention-aware
token remains for the diagnostic message only.

Caught by next's own #3639 regression tests (CI shard 2). Local: the file's
18/18, health-diagnostic-rules 165/165, full npm test exit 0.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01MeAsZNfhiUQioFPA4ygEGS

* docs(#2761): ratify scope and correct surface claims

* test(#2761): strengthen legacy selection and drift claims

* docs(#2761): correct the enumerator claim, scope list, and ratification receipt

Three documentation corrections, none touching production code.

The changeset claimed the shared phase-directory enumerator "now defaults its
convention argument to 'not yet resolved' rather than 'resolved, and not
bracket'". That is false: `phase-locator.cts:375` still destructures
`phaseIdConvention = null`, and the lazy resolve-from-config fires only on
`undefined` (`roadmap-parser.cts:941`, `:1928` — whose own comment records that
"explicit null still means 'resolved and non-bracket'"). Measured: only 4 of 17
`listMilestonePhaseDirs` call sites thread a resolved convention (`milestone
complete` and `state`'s three). The changeset went on to name `progress`,
`stats`, `phase list` and the init manager view as now receiving a correctly
scoped set — those are precisely callers that omit it. Replaced with what the
code does, and the deferral stated plainly.

The ADR's PR-2 row omitted `scripts/lint-phase-id-drift.cjs` (+141/-14) and
`scripts/lint-phase-enumeration-drift.cjs`, both changed by this PR. An
under-claim rather than an over-claim, but the row is the epic's
scope-of-record.

Ratify item 5 asserted maintainer ratification while citing only the review that
raised the question. It now cites the review that granted it (#2867 review
`5012940978`, 2026-08-24) and quotes its terms, so the claim carries its receipt.

Found by an adversarial review pass over the round-12 diff. (#2761)

* fix(#2761): drop the no-op --json that strict argv now rejects

Surfaced by the rebase onto next, not by a change in this PR's subject.

#3884 ("failure is a value — strict argv", e20744eac) made an unrecognized
flag a hard error: `state validate --json` now exits 1 with
`unknown flag "--json"; accepted: --strict` on stderr and EMPTY stdout,
where the token was previously accepted and ignored. `state validate` never
had a `--json` flag — JSON is its only output shape — so the argument was a
silent no-op from the start.

The helper parsed that empty stdout, so all five subtests in the
"state validate resolves bracket phase DIRECTORIES" suite failed identically
with `SyntaxError: Unexpected end of JSON input` at the JSON.parse, masking
what they actually assert.

Dropping the token restores the same envelope the helper already parsed. No
assertion changes. Verified against the fixture the suite builds: exit 0, and
the output carries the S005 plan-count warning the drift assertions require
with no S004 phase-directory warning — i.e. the bracket directory resolves,
which is the behaviour these tests exist to pin. 94/94 in the file.

* fix(#2761): exempt the phase-counting suite from the docs-guard lane

Surfaced by the rebase onto next. #3753 (107eb8c1d) added
lint-docs-guard-registration, which requires every test file that reads a
docs/ path to be either registered in the docs-guard lane or carry an
explicit marker. It flags adr-612-bracket-phase-counting.test.cjs, which
reads no docs/ path at all.

The file's only docs/ occurrence is the ADR-612 Decision 1 citation in a line
comment; every read call it makes targets a tmpdir .planning fixture. It trips
Detector 3, whose DOCS_TEMPLATE_LITERAL_RE sees an odd prose backtick in the
comment block above that citation as opening a template literal and reads the
span between them — citation included — as a docs/ path expression. That
detector documents this trade in its own header: it favours recall, and says a
false positive costs one docs-guard-exempt marker with a reason. The baseline
records the same class ("comment-only mentions") for 46 of its entries.

Registration was the wrong side of the trade here: it would run this suite in
the docs-guard lane on docs/ changes whose content it never reads.

Three pieces, matching what the gate requires and what its 54 existing entries
already do:
  - the marker in the file's header window, written without backticks so it
    cannot itself disturb the parity tracking findExemption does;
  - the basename in DOCS_GUARD_EXEMPT_BASELINE, since the ratchet fails a new
    marker until the baseline is deliberately updated — the reviewable diff is
    the point;
  - the FIX 3 per-file fingerprint, derived with the lint's own
    extractDocsPathReferences rather than retyped, so the exemption fails loudly
    if the set of docs/ paths this file mentions ever changes.

Gates: lint-docs-guard-registration 0 violations, ci-docs-guard-registry 51/51.

* docs(#2761): correct the bare-0 comment and state what opting into bracket costs

Round-13 review items Minor 2 and Minor 3, both still live on the previous head.

Minor 2 — src/phase-id.cts. The comment block claimed "Bare `0` is admitted
alongside it because a 0.x sentinel is a legitimate identity that predates
padding", which contradicted both the shipped constant and its own next
paragraph. BRACKET_CANONICAL_NUMERIC_SOURCE is `(?:[1-9]\d{2,}|\d{2})`;
measured against it, `0` is rejected while `00`, `05`, `99`, `100` and `999`
are admitted. The paragraph four lines below already recorded the removal
("the earlier `(?:\d{2,}|0)` ... admitted ... a bare `0` that pad2 never
produces"), so the block asserted and denied the same fact. The stale sentence
is replaced with what ships: `00` is the backlog sentinel's canonical padded
identity, `\d{2}` already covers it, and nothing needs the unpadded spelling.
No behaviour change — the constant is untouched.

Minor 3 — docs/CONFIGURATION.md. The phase_id_convention row described the
read-path widening but never said what a repo GIVES UP by opting in. Added:
on a bracket repo a heading whose bracket is followed directly by a digit is
read as a phase heading, so `### [RFC.2119] 5:`, `### [v1.0] 2024:` and
`### [ADR.612] 3:` — legal prose headings under any other convention — are
claimed as phases and move phase_count, total_phases and W006. Those three
shapes are the ones phase-id.cts's own selector comment names as the reason
the widened read is selected at construction time from this value rather than
applied everywhere; the row now carries that trade instead of only its
upside.

Gates: tsc --noEmit exit 0, npm run lint:ci exit 0, npm run test:unit
33890/33891 with the single failure being emitted-attribution's base drift
against a next that moved after the rebase (133/133 against the rebase base;
this push re-bases onto the current tip, which resolves it).

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
Co-authored-by: Tom Boucher <trekkie@nomorestars.com>
2026-08-31 14:03:48 -04:00

161 KiB

GSD Configuration Reference

Complete schema reference for .planning/config.json. For setup walkthroughs and task-oriented guides see the docs index.

Full configuration schema, workflow toggles, model profiles, and git branching options. For feature context, see Feature Reference.


Configuration File

GSD stores project settings in .planning/config.json. Created during /gsd-new-project, updated via /gsd-settings.

Full Schema

{
  "mode": "interactive",
  "granularity": "standard",
  "model_profile": "balanced",
  "model_overrides": {},
  "models": {},
  "dynamic_routing": null,
  "planning": {
    "commit_docs": true,
    "search_gitignored": false,
    "sub_repos": []
  },
  "context": null,
  "workflow": {
    "research": true,
    "plan_check": true,
    "verifier": true,
    "auto_advance": false,
    "nyquist_validation": true,
    "ui_phase": true,
    "ui_safety_gate": true,
    "ui_review": true,
    "node_repair": true,
    "node_repair_budget": 2,
    "research_before_questions": false,
    "discuss_mode": "discuss",
    "max_discuss_passes": 3,
    "skip_discuss": false,
    "human_verify_mode": "end-of-phase",
    "tdd_mode": false,
    "text_mode": false,
    "use_worktrees": true,
    "code_review": true,
    "code_review_depth": "standard",
    "code_review_depth_overrides": [],
    "plan_bounce": false,
    "plan_bounce_script": null,
    "plan_bounce_passes": 2,
    "plan_chunked": false,
    "code_review_command": null,
    "cross_ai_execution": false,
    "cross_ai_command": null,
    "cross_ai_timeout": 300,
    "test_gate_timeout": 600,
    "security_enforcement": true,
    "security_asvs_level": 1,
    "security_block_on": "high",
    "post_planning_gaps": true,
    "build_command": null,
    "test_command": null
  },
  "code_quality": {
    "fallow": {
      "enabled": false,
      "scope": "phase",
      "profile": "standard",
      "mcp": false
    }
  },
  "ship": {
    "pr_body_sections": []
  },
  "hooks": {
    "context_warnings": true,
    "workflow_guard": false
  },
  "statusline": {
    "context_position": "end"
  },
  "review": {
    "default_reviewers": null,
    "reviewer_instances": {},
    "models": {},
    "parallel_lanes": false
  },
  "parallelization": {
    "enabled": true,
    "plan_level": true,
    "task_level": false,
    "skip_checkpoints": true,
    "max_concurrent_agents": 3,
    "min_plans_for_parallel": 2
  },
  "git": {
    "branching_strategy": "none",
    "create_tag": true,
    "phase_branch_template": "gsd/phase-{phase}-{slug}",
    "milestone_branch_template": "gsd/{milestone}-{slug}",
    "quick_branch_template": null
  },
  "gates": {
    "confirm_project": true,
    "confirm_phases": true,
    "confirm_roadmap": true,
    "confirm_breakdown": true,
    "confirm_plan": true,
    "execute_next_plan": true,
    "issues_review": true,
    "confirm_transition": true
  },
  "safety": {
    "always_confirm_destructive": true,
    "always_confirm_external_services": true
  },
  "security": {
    "injection_blocking": false
  },
  "project_code": null,
  "agent_skills": {},
  "agent_skills_security": {
    "trusted_global_roots": []
  },
  "response_language": null,
  "features": {
    "thinking_partner": false,
    "global_learnings": false
  },
  "learnings": {
    "max_inject": 10
  },
  "intel": {
    "enabled": false
  },
  "claude_md_path": "./.claude/CLAUDE.md"
}

When your config file cannot be read

GSD distinguishes a config file that is absent from one that is present but unusable. The two used to be indistinguishable: a single trailing comma in .planning/config.json silently replaced your entire configuration with built-in defaults, and nothing said so (#1880).

Situation What GSD does Diagnostic
No .planning/config.json Uses built-in defaults. This is normal. none
File present, valid, has settings Uses your settings. none
File present, valid, but empty ({}) Uses built-in defaults. none
File present but not valid JSON Uses built-in defaults — your settings are not applied warning: <path> is not valid JSON — its settings were NOT applied
File present but unreadable (e.g. permissions) Uses built-in defaults — your settings are not applied warning: <path> could not be read (EACCES) — its settings were NOT applied

The warning is printed once per file per run, so a repeated command will not spam it.

The same applies to the global ~/.gsd/defaults.json. If the project config is also unusable, the project one is reported, since that is the file you are most likely able to fix.

If you see this warning: your config was not applied. Validate the file, for example with node -e "JSON.parse(require('fs').readFileSync('.planning/config.json','utf8'))", then re-run.

Core Settings

Setting Type Options Default Description
mode enum interactive, yolo interactive yolo auto-approves decisions; interactive confirms at each step
granularity enum coarse, standard, fine standard Controls phase count: coarse (2-4), standard (4-6), fine (6-10)
model_profile enum quality, balanced, budget, adaptive, inherit balanced Model tier for each agent (see Model Profiles). adaptive was added per #1713 / #1806 and resolves the same way as the other tiers under runtime-aware profiles.
runtime string claude, codex, or any string (none) Active runtime for runtime-aware profile resolution. When set, profile tiers (opus/sonnet/haiku) resolve to runtime-native model IDs. The resolved ID is embedded into each agent's static frontmatter at install time on opencode (whose spawn_agent interface does not accept an inline model parameter, so editing model_overrides requires re-running gsd install <runtime> to take effect — see Per-Agent Overrides); other runtimes consume the resolver at spawn time. codex is the exception: it embeds no per-tier model at all. Codex is a passive / session-only model host (ADR-2313) — a ChatGPT-account session exposes only its own model, so a pinned tier model returns 400 invalid_request_error and the agent fails to spawn. Codex agents therefore inherit the session model, and only an explicit real-Codex id in model_overrides (e.g. "gpt-5.6-sol") is written into the .toml. When unset (default), model resolution is unchanged from prior versions — but the runtime GSD reports (agent_runtime) then falls through to host detection, which can resolve codex from Codex's own session environment. Detection affects reporting and the agent-installation check only; it never feeds tier resolution, which still reads this key alone. Added in v1.39; Codex behavior changed in v1.11; reporting-only host detection added in v1.11
model_profile_overrides.<runtime>.<tier> string | object per-runtime tier override (none) Override the runtime-aware tier mapping for a specific (runtime, tier). Tier is one of opus, sonnet, haiku. Value is either a model ID string (e.g. "gpt-5-pro") or { model, reasoning_effort }. See Runtime-Aware Profiles. Added in v1.39
model_policy.provider string openai, anthropic, anthropic-fable, google, qwen, generic (none) Declares the model provider. Known providers (openai, anthropic, anthropic-fable, google, qwen) unlock catalog-backed presets. generic treats all model IDs as opaque strings — no prefix inference, no reasoning-effort defaults. model_policy.runtime_tiers resolves before legacy model_profile_overrides. See Model Policy Presets. Added in v1.42 (#49)
model_policy.budget enum high, medium, low (none) Selects a budget tier when using a known provider. GSD materializes the matching catalog preset into explicit tier mappings at resolve time. Ignored when provider is generic or custom. Added in v1.42 (#49)
model_policy.high string model ID (none) High-cost tier model ID for generic/custom provider. Used when provider: "generic" or "custom". Added in v1.42 (#49)
model_policy.medium string model ID (none) Medium-cost tier model ID for generic/custom provider. Added in v1.42 (#49)
model_policy.low string model ID (none) Low-cost tier model ID for generic/custom provider. Added in v1.42 (#49)
model_policy.runtime_tiers.<runtime>.<tier> object { model, reasoning_effort? } (none) Explicit per-runtime, per-tier model entry. tier is one of opus, sonnet, haiku (matching the existing profile tier names). reasoning_effort is forwarded only to runtimes that support it; unsupported runtimes never receive the field. Takes precedence over model_profile_overrides. Added in v1.42 (#49)
models.<phase_type> enum opus, sonnet, haiku, inherit (none) Per-phase-type model tier. Six accepted slots: planning, discuss, research, execution, verification, completion. Lets you tune at the phase level ("Opus for planning, Sonnet for the rest") without learning agent names. Resolves between model_overrides (higher) and model_profile (lower); see Per-Phase-Type Models. Added in v1.40 (#3023)
granularities.<phase_type> enum coarse, standard, fine (none) Per-phase-type granularity override. Six accepted slots: planning, discuss, research, execution, verification, completion. Lets you tune phase count at the phase level without changing the global granularity. Precedence: granularities[phaseType] (highest, enum-guarded) → granularity (global) → planning.granularity → 'standard' (hard default). Added in v1.43 (#68)
dynamic_routing.enabled boolean true, false false Master switch for dynamic routing with failure-tier escalation. When true, agents resolve to tier_models[default_tier] and escalate one tier up on orchestrator-detected soft failure. Added in v1.40 (#3024)
dynamic_routing.tier_models.<tier> enum opus, sonnet, haiku (none) Tier alias for light, standard, or heavy. Used when dynamic_routing.enabled: true. Added in v1.40
dynamic_routing.escalate_on_failure boolean true, false true When false, escalation is disabled even if enabled: true — every attempt uses the default tier. Added in v1.40
dynamic_routing.max_escalations integer 0, 1, 2, … 1 Hard cap on retries per agent invocation. Beyond the cap the resolver returns the cap-tier model. Also caps provider_escalation. Added in v1.40
dynamic_routing.provider_escalation string[] ordered model IDs (none) Opt-in fallback providers tried when a run dies on a quota / rate limit — see provider escalation. Added in v1.43 (#2296)
project_code string any short string (none) Prefix for phase directory names (e.g., "ABC" produces ABC-01-setup/). Added in v1.31
phase_id_convention enum "milestone-prefixed", "bracket", null null Phase ID naming convention. null = legacy numeric IDs (Phase 1, Phase 2). "milestone-prefixed" = globally unique IDs that encode the enclosing milestone (Phase 1-01, Phase 1-02). Run gsd-tools roadmap upgrade --convention milestone-prefixed to migrate an existing ROADMAP.md. "bracket" = IDs that carry the milestone in a bracket ahead of the phase number — heading ### [GSD.02] 05: Name, directory GSD.02-05-name — per ADR-612. "bracket" currently affects the READ path only: roadmap analyze / roadmap get-phase, the W005/W006/W007 phase checks, validate health (including an advisory W021 — a bracket phase's milestone disagreeing with its enclosing section, or a phase heading still spelled in legacy form that has not yet been migrated to bracket form), and both total_phases derivations recognise the bracket spelling once it is set. There is no bracket migrator and no bracket emit yet, so set it only on a project whose ROADMAP.md already uses that spelling; a project on any other value compiles the same patterns it did before and is unaffected. What opting in costs: on a bracket repo a heading whose bracket is followed directly by a digit is read as a phase heading, so shapes that are legal prose headings on any other convention — ### [RFC.2119] 5:, ### [v1.0] 2024:, ### [ADR.612] 3: — are claimed as phases and will move phase_count, total_phases and W006. A bracket repo cedes that heading shape; that is the trade the opt-in buys, and it is why the widened read is selected at construction time from this value rather than applied everywhere (#2761).
response_language string language code (none) Language for agent responses (e.g., "pt", "ko", "ja"). Propagates to all spawned agents for cross-phase language consistency. Added in v1.32. UAT checkpoint frames (/gsd-verify-work) render a localized banner/instruction for English, Spanish, French, German, Portuguese, Japanese, Chinese, Korean, Italian, Dutch, Polish, Russian, Ukrainian, Turkish, Hindi, Arabic, Vietnamese, and Indonesian (endonyms and ISO codes also accepted); any other value falls back to the English frame. One deliberate exception: the spec-phase edge-completeness probe is fed an English translation of each requirement's text, because its shape cues are English-only — the SPEC itself stays in this language. See Spec-Phase Edge-Completeness Probe.
context_window number any integer 200000 Context window size in tokens. Set 1000000 for 1M-context models (e.g., claude-fable-5). Values >= 500000 enable adaptive context enrichment (full-body reads of prior SUMMARY.md, deeper anti-pattern reads). Configured via /gsd-config --advanced.
context_profile string dev, research, review (none) Execution context preset that applies a pre-configured bundle of mode, model, and workflow settings for the current type of work. Added in v1.34
claude_md_path string any file path ./.claude/CLAUDE.md Custom output path for the generated CLAUDE.md file. Useful for monorepos or projects that need CLAUDE.md in a non-root location. Defaults to ./.claude/CLAUDE.md — a valid project-scoped memory location that keeps GSD-generated content from polluting a hand-crafted repo-root CLAUDE.md (#1098). An existing file without GSD markers is never overwritten unless --force is passed. Default changed from ./CLAUDE.md in v1.5. Added in v1.36
claude_md_assembly.mode enum embed, link embed Controls how managed sections are written into CLAUDE.md. embed (default) inlines content between GSD markers. link writes @.planning/<source-path> instead — Claude Code expands the reference at runtime, reducing CLAUDE.md size by ~65% on typical projects. link only applies to sections that have a real source file; workflow and fallback sections always embed. Per-block overrides: claude_md_assembly.blocks.<section> (e.g. claude_md_assembly.blocks.architecture: link). Added in v1.38
context string any text (none) Custom context string injected into every agent prompt for the project. Use to provide persistent project-specific guidance (e.g., coding conventions, team practices) that every agent should be aware of
phase_naming string any string (none) Custom prefix for phase directory names. When set, overrides the auto-generated phase slug (e.g., "feature" produces feature-01-setup/ instead of the roadmap-derived slug)
brave_search boolean true/false auto-detected Override auto-detection of Brave Search API availability. When unset, GSD checks for BRAVE_API_KEY env var or ~/.gsd/brave_api_key file
firecrawl boolean true/false auto-detected Override auto-detection of Firecrawl API availability. When unset, GSD checks for FIRECRAWL_API_KEY env var or ~/.gsd/firecrawl_api_key file
exa_search boolean true/false auto-detected Override auto-detection of Exa Search API availability. When unset, GSD checks for EXA_API_KEY env var or ~/.gsd/exa_api_key file
tavily_search boolean true/false auto-detected Override auto-detection of Tavily Search API availability. When unset, GSD checks for TAVILY_API_KEY env var or ~/.gsd/tavily_api_key file
ref_search boolean true/false auto-detected Override auto-detection of Ref search API availability. When unset, GSD checks for REF_API_KEY env var or ~/.gsd/ref_api_key file
perplexity boolean true/false auto-detected Override auto-detection of Perplexity API availability. When unset, GSD checks for PERPLEXITY_API_KEY env var or ~/.gsd/perplexity_api_key file
jina boolean true/false true Override auto-detection of Jina API availability. Jina is a terminal fallback in the docs waterfall and defaults to available (true); GSD checks for JINA_API_KEY env var or ~/.gsd/jina_api_key file when an explicit override is needed
search_gitignored boolean true/false false Legacy top-level alias for planning.search_gitignored. Prefer the namespaced form; this alias is accepted for backward compatibility

Note: granularity was renamed from depth in v1.22.3. Existing configs are auto-migrated.


Integration Settings

Configured interactively via /gsd-config --integrations. These are connectivity settings — API keys and cross-tool routing — and are intentionally kept separate from /gsd-settings (workflow toggles).

Search API keys

API key fields accept a string value (the key itself). They can also be set to the sentinels true/false/null to override auto-detection from env vars / ~/.gsd/*_api_key files (legacy behavior, see rows above).

Setting Type Default Description
brave_search string | boolean | null null Brave Search API key used for web research. Displayed as ****<last-4> in all UI / config-set output; never echoed plaintext
firecrawl string | boolean | null null Firecrawl API key for deep-crawl scraping. Masked in display
exa_search string | boolean | null null Exa Search API key for semantic search. Masked in display
tavily_search string | boolean | null null Tavily Search API key used in the web-discovery waterfall. Masked in display
ref_search string | boolean | null null Ref search API key used in the docs-discovery waterfall. Masked in display
perplexity string | boolean | null null Perplexity API key used in the web-discovery waterfall. Masked in display
jina string | boolean | null null Jina API key (docs / scrape fallback). Masked in display

Masking convention (gsd-core/bin/lib/secrets.cjs): keys 8+ characters render as ****<last-4>; shorter keys render as ****; null/empty renders as (unset). Plaintext is written as-is to .planning/config.json — that file is the security boundary — but the CLI, confirmation tables, logs, and AskUserQuestion descriptions never display the plaintext. This applies to the config-set command output itself: config-set brave_search <key> returns a JSON payload with the value masked.

Code-review CLI routing

review.models.<cli> maps a reviewer flavor to a bare model id, which is injected into the CLI's own model flag (--model, -m, …) when the reviewer is invoked.

The key suffix is not always the lane slug. Each lane declares the config key it reads, and one shipped lane already differs: the Antigravity lane's slug is antigravity but its key is review.models.agy, after the CLI's own name. Consult the table below rather than deriving the key from the flag.

Setting Type Default Description
review.models.claude string (session model) Model id for Claude-flavored review. Defaults to the session model when unset
review.models.codex string null Model id for Codex review (injected into --model), e.g. "gpt-5"
review.models.gemini string null Model id for Gemini review (injected into -m), e.g. "gemini-2.5-pro"
review.models.opencode string null Model id for OpenCode review (injected into --model), e.g. "claude-sonnet-4"
review.models.kimi-code string null Model id for Kimi Code review (injected into -m)

Resolved model recording (#2295)

Every /gsd-review run records the resolved model per reviewer in the REVIEWS.md frontmatter as models: and model_sources:, whether or not the lane was pinned via the keys above.

model_sources value Meaning
pinned review.models.<slug> (or an ADR-1517 reviewer-instance --model) that really reached the invocation
served An OpenAI-compatible server echoed the model it actually ran. Most authoritative
requested openai-http: discovered from /v1/models, or the lane's declared fallbackModel; the server did not echo one
banner The CLI's own startup banner named it. File-output lanes only (codex today)
transcript The lane handler's own on-disk session log named it (agy's transcript_full.jsonl)
unknown Nothing recoverable

A models: value reads unknown if and only if its model_sources: entry is unknown.

When GSD applies a reasoning effort to a lane, the recorded value carries it as a (reasoning=<level>) suffix (for example gpt-5.6-sol (reasoning=high)) — the level is GSD's own resolved effort, not the CLI's default.

Ownership. These keys are owned by their reviewer-lane capabilities rather than the central config schema — review.models.ollama belongs to the ollama capability, review.ollama_host to the same, and so on. Key names and existing .planning/config.json files are unchanged; only which schema validates them moved.

One consequence follows: <cli> must now name a declared reviewer lane. Previously any slug matching [a-zA-Z0-9_-]+ was accepted, so a typo or a key left over from a removed reviewer validated silently and was never read. Such a key is now rejected by config-set. The declared lanes are gemini, claude, codex, opencode, agy (the Antigravity lane — its key suffix is the CLI's own name, not the lane slug), ollama, lm_studio and llama_cpp.

The same applies to review.max_prompt_tokens_per_reviewer.<slug>. review.max_prompt_tokens (the global default), review.default_reviewers and review.reviewer_instances describe policy across lanes rather than one lane's behavior, so they remain central and are unaffected.

Reviewer lane timeouts (review.timeouts.*, #3274)

Nine of the twelve declared reviewer lanes accept an outer wall-clock timeout override, federated per-lane exactly like review.max_prompt_tokens_per_reviewer.<slug> above — the key is owned by that lane's own capability manifest, not a central schema. Keys are seconds: review.timeouts.gemini, review.timeouts.claude, review.timeouts.codex, review.timeouts.opencode, review.timeouts.antigravity, review.timeouts.kimi-code, review.timeouts.ollama, review.timeouts.lm_studio, review.timeouts.llama_cpp. Unset (or 0/negative/non-numeric) falls back to that lane's built-in floor. For the antigravity lane specifically, this value also derives its native agy --print-timeout flag (roughly 60 seconds under the configured outer value), so raising review.timeouts.antigravity raises both bounds together — this is how to fix a reviewer lane being killed mid-run on a large plan set: gsd config-set review.timeouts.antigravity 900. Three lanes — qwen, cursor, and coderabbit — take neither a model flag nor a host and do not federate a timeout key either, matching the same narrow key-ownership invariant their review.models.*/host keys already follow (each owns only its own prompt-budget key).

Reviewer defaults for /gsd-review

Use review.default_reviewers to scope the no-flag /gsd-review run to a subset of detected reviewers.

Setting Type Default Description
review.default_reviewers string[] | null null (all detected reviewers) Optional default subset for no-flag /gsd-review, e.g. ["gemini","codex"]. Entries may be built-in reviewer slugs or configured review.reviewer_instances names. Precedence is: explicit reviewer flags > --all > review.default_reviewers > all detected. Unknown slugs are ignored with a warning when no instances are configured; with review.reviewer_instances present, unknown entries are hard errors to catch typoed instance names. Known-but-undetected slugs are ignored with an info note; empty arrays are rejected by config-set. This leniency is specific to the configured default: a reviewer named by an explicit CLI flag that cannot run is an error, not an info note.

Example:

{
  "review": {
    "default_reviewers": ["gemini", "codex"]
  }
}

Parallel reviewer lanes for /gsd-review (#3034)

By default /gsd-review invokes reviewer lanes one at a time. That is deliberate: concurrent invocation can trip provider rate limits, and a lane dropped to a rate limit is a review that silently lost an opinion. A pass with several reviewers therefore costs roughly the sum of their runtimes.

The lanes within one review pass have no data dependency on one another — they all inspect the same immutable plan snapshot. If your providers can accept concurrent requests (independent accounts, generous quota, or local model servers), you can opt in:

Setting Type Default Description
review.parallel_lanes boolean false When true, dispatch independent selected reviewer lanes concurrently within a single /gsd-review pass. All lanes are joined before REVIEWS.md and consensus are rendered.
gsd config-set review.parallel_lanes true
/gsd-plan-review-convergence 3 --all
{
  "review": {
    "parallel_lanes": true
  }
}

What this does not change. Convergence cycles stay sequential — review → replan → re-review has a real data dependency, so enabling this speeds up each pass, not the number of passes. Per-lane timeouts, prompt budgets, diagnostic stubs, explicit-lane failure, trust/egress checks and result-file layout are all unchanged.

Before you enable it. Every selected lane dispatches at once — there is no concurrency bound. Selecting eleven lanes issues eleven concurrent requests. Two reviewer instances backed by the same adapter (see below) also dispatch concurrently against that one provider, which is the most likely way to hit a limit. If a lane does get rate-limited it fails the way any other failing lane does: a diagnostic stub with captured stderr, never a silently dropped review.

Reviewer instances for /gsd-review (#1517)

Use review.reviewer_instances to run one model-capable adapter as several independent reviewer identities — e.g. two OpenCode-backed reviews with different models in a single /gsd-review pass. Each entry maps an instance name to { cli, model?, agent? }.

Setting Type Default Description
review.reviewer_instances.<name>.cli string (required) A known reviewer adapter the instance reuses (e.g. opencode). Must be a built-in slug; never an arbitrary shell command.
review.reviewer_instances.<name>.model string (adapter default) Opaque provider/model id passed through verbatim to the adapter's --model. GSD does not parse it.
review.reviewer_instances.<name>.agent string (none) Opaque agent name; honoured only by adapters with a native agent concept (OpenCode --agent in v1).

Instance names must match ^[a-z0-9][a-z0-9-]*$ and must not equal a built-in reviewer slug. Instances participate ONLY through review.default_reviewers (there are no per-instance CLI flags). Instance references are expanded before built-in slugs; an instance is available iff its cli is detected. An entry that is neither a defined instance nor a built-in slug is a hard error (a typo'd instance name must be loud). When two or more selected instances share the same cli, REVIEWS.md prints a one-line shared-adapter caveat so review consensus is not silently overstated. See ADR-1517.

Example:

{
  "review": {
    "reviewer_instances": {
      "opencode-deepseek": { "cli": "opencode", "model": "deepseek/deepseek-v4-pro", "agent": "review" },
      "opencode-mimo": { "cli": "opencode", "model": "xiaomi/mimo-v2.5-pro" }
    },
    "default_reviewers": ["opencode-deepseek", "opencode-mimo", "codex"]
  }
}

Set each field via config-set:

gsd config-set review.reviewer_instances.opencode-deepseek.cli opencode
gsd config-set review.reviewer_instances.opencode-deepseek.model deepseek/deepseek-v4-pro
gsd config-set review.reviewer_instances.opencode-deepseek.agent review
gsd config-set review.default_reviewers '["opencode-deepseek","opencode-mimo","codex"]'

Agent-skill injection (dynamic)

agent_skills.<agent-type> extends the agent_skills map documented below. Slug is validated against [a-zA-Z0-9_-]+ — no path separators, no whitespace, no shell metacharacters. Configured interactively via /gsd-config --integrations.


Workflow Toggles

All workflow toggles follow the absent = enabled pattern. If a key is missing from config, it defaults to true.

Setting Type Default Description
workflow.research boolean true Domain investigation before planning each phase
workflow.plan_check boolean true Plan verification loop (up to 3 iterations)
workflow.verifier boolean true Post-execution verification against phase goals
workflow.auto_advance boolean false Auto-chain discuss → plan → execute without stopping
workflow.nyquist_validation boolean true Test coverage mapping during plan-phase research
workflow.ui_phase boolean true Generate UI design contracts for frontend phases
workflow.ui_safety_gate boolean true Prompt to run /gsd-ui-phase for frontend phases during plan-phase
workflow.assumption_delta boolean true Advisory architecture checkpoint during planning. When a phase makes something plural, optional, or chosen that used to be singular, required, or derived (e.g. a second auth method, a required field becoming optional, a constant becoming a parameter), the planner is prompted to re-ask whether the primary key / identity model still names the right thing (promote the new general representation vs. add it alongside). Non-blocking; fires only on a detected signal. Bare "or" is intentionally excluded (prose false-positives). Inspect a phase with gsd_run query assumption-delta scan <phase>. Added in #1561. A phase section that cannot be resolved returns {"skipped":true,"reason":"phase_unresolved"} rather than a fabricated detected:false (#3909)
workflow.ui_review boolean true Run visual quality audit (/gsd-ui-review) after phase execution in autonomous mode. When false, the UI audit step is skipped.
workflow.live_dom_uat boolean false Default-off. Enable live-DOM verification (#2856). When true, a gsd-dom-verifier step runs after each execution wave and writes {phase}-DOM-VERIFY.md, and the orchestrator's automated UI verification will additionally consider mcp__chrome-devtools__* / mcp__claude-in-chrome__* when present. Browser reach is confined to gsd-dom-verifier — gsd-executor's tool surface is unchanged in every configuration. Presence of a browser MCP server is not sufficient on its own: a server configured for unrelated work is never driven unless this key is on. The pre-existing mcp__playwright__* path is unaffected by this key. Note chrome-devtools-mcp holds an exclusive browser-profile lock, so concurrent waves need --isolated on your MCP server registration — GSD cannot pass it. See Enable live-DOM verification.
workflow.node_repair boolean true Autonomous task repair on verification failure
workflow.node_repair_budget number 2 Max repair attempts per failed task
workflow.smart_zone_tokens number 100000 Smart-zone token budget for phase-effort estimation (#2630, ADR-2629). A phase whose estimate exceeds this is flagged with a split recommendation — advisory only, never a block. This is a policy default, not a benchmark constant: LLM output quality degrades before the advertised context window is full, but the effective ceiling is model-, task-, and distractor-dependent, so no universal number exists. Lower it for models that degrade early; the estimate-vs-actual calibration loop corrects the figure per project over time. Must be a positive integer.
workflow.research_before_questions boolean false Run research before discussion questions instead of after
workflow.discuss_mode string 'discuss' Controls how /gsd-discuss-phase gathers context. 'discuss' (default) asks questions one-by-one. 'assumptions' reads the codebase first, generates structured assumptions with confidence levels, and only asks you to correct what's wrong. Added in v1.28
workflow.max_discuss_passes number 3 Maximum number of question rounds in discuss-phase before the workflow stops asking. Useful in headless/auto mode to prevent infinite discussion loops.
workflow.skip_discuss boolean false When true, /gsd-autonomous bypasses the discuss-phase entirely, writing minimal CONTEXT.md from the ROADMAP phase goal. Useful for projects where developer preferences are fully captured in PROJECT.md/REQUIREMENTS.md. Added in v1.28
workflow.text_mode boolean false Replaces AskUserQuestion TUI menus with plain-text numbered lists. Required for Claude Code remote sessions (/rc mode) where TUI menus don't render. Can also be set per-session with --text flag on discuss-phase. Added in v1.28
workflow.use_worktrees boolean true When false, disables git worktree isolation for parallel execution. Users who prefer sequential execution or whose environment does not support worktrees can disable this. Added in v1.31. Branch-divergence note: when your branch has diverged from origin/HEAD, GSD auto-degrades to sequential and prints a warning. See worktree.baseRef to restore parallel execution on a diverged branch. Per-runtime note: whether this key can be honored depends on the runtime's declared dispatch.isolation capability, not on its name (#2584). Runtimes whose own harness isolates each executor (Claude Code, Cursor) run parallel worktrees natively; runtimes exposing a headless exec with an explicit working directory (Codex, OpenCode, Kimi, Kimi Code) get worktrees GSD itself creates and merges — where a dispatch site can only drive the harness model, those hosts degrade to sequential with a warning rather than aborting. Every other runtime declares no isolation primitive, and forcing use_worktrees: true there still fails closed before any executor dispatch. /gsd-health reports such a value as warning W025 (#2486). Default on a non-Claude install: if a worktree-capable non-Claude host is not isolating as described above, check whether the install stamped this key's default to false and set an explicit use_worktrees: true. See Executor isolation per runtime.
workflow.agent_hint_routing boolean true Per-plan specialist executor routing (#1689). When true, a plan whose agent_hint: frontmatter names a subagent that resolves on the active runtime is dispatched to that specialist instead of gsd-executor. Default true — a no-op for plans without agent_hint:, so existing dispatch is unchanged. Set false to disable. See PLAN.md agent_hint.
workflow.worktree_skip_hooks boolean false When true, executor agents in worktree mode pass --no-verify (skipping pre-commit hooks) and post-wave hook validation runs against the merged result instead. Opt-in escape hatch for projects whose hooks cannot run in agent worktrees. Default false runs hooks on every commit (#2924).
workflow.code_review boolean true Enable /gsd-code-review and /gsd-code-review --fix commands. When false, the commands exit with a configuration gate message. Added in v1.34
workflow.code_review_depth string standard Default review depth for /gsd-code-review: quick (pattern-matching only), standard (per-file analysis), or deep (cross-file with import graphs). Can be overridden per-run with --depth=. Added in v1.34
workflow.code_review_depth_overrides array [] Ordered list of { paths: string[], depth } rules that escalate /gsd-code-review depth for specific directories, e.g. [{ "paths": ["src/auth"], "depth": "deep" }]. Each rule's paths are matched against the review's changed-file set by whole-segment directory-path prefix (src/auth matches src/auth/token.ts, never src/authfoo/x.ts or docs/src/auth/x.ts); matching is case-sensitive, following git. Glob syntax (*, ?) is a configuration error, not sugar for a prefix. One matched file escalates the entire review — depth is not applied per file. Resolution order: --depth= flag → strongest matching rule → workflow.code_review_depth → standard; a matching rule wins even when its tier is weaker than the global default. A malformed rule (bad depth, glob syntax, absolute path, .. segment, empty path, non-array overrides, non-object rule, malformed paths) is a configuration error and the review halts rather than falling back silently. The resolved depth and the matching rule are printed in the review output. Added in #2554
workflow.plan_bounce boolean false Run external validation script against generated plans. When enabled, the plan-phase orchestrator pipes each PLAN.md through the script specified by plan_bounce_script and blocks on non-zero exit. Added in v1.36
workflow.plan_bounce_script string (none) Path to the external script invoked for plan bounce validation. Receives the PLAN.md path as its first argument. Required when plan_bounce is true. Added in v1.36
workflow.plan_bounce_passes number 2 Number of sequential bounce passes to run. Each pass feeds the previous pass's output back into the validator. Higher values increase rigor at the cost of latency. Added in v1.36
workflow.post_planning_gaps boolean true Unified post-planning gap report (#2493). After all plans are generated and committed, scans REQUIREMENTS.md and CONTEXT.md <decisions> against every PLAN.md in the phase directory, then prints one Source | Item | Status table. Word-boundary matching (REQ-1 vs REQ-10) and natural sort (REQ-02 before REQ-10). Non-blocking — informational report only. Set to false to skip Step 13e of plan-phase.
workflow.plan_review_convergence boolean false Enable the /gsd-plan-review-convergence command. Disabled by default — the command exits with an enable instruction when this key is false. The command automates the manual plan→review→replan loop: it spawns configured reviewers (Codex, Gemini, Claude, OpenCode, Ollama, LM Studio, llama.cpp), counts unresolved HIGH concerns and actionable MEDIUM/LOW findings via the CYCLE_SUMMARY contract, replans with --reviews feedback, and repeats until converged or max cycles reached. Enable with gsd config-set workflow.plan_review_convergence true. Added in v1.39
workflow.plan_chunked boolean false Enable chunked planning mode. When true (or when --chunked flag is passed to /gsd-plan-phase), the orchestrator splits the single long-lived planner Task into a short outline Task followed by N short per-plan Tasks (~3-5 min each). Each plan is committed individually for crash resilience. If a Task hangs and the terminal is force-killed, rerunning with --chunked resumes from the last completed plan. Particularly useful on Windows where long-lived Tasks may hang on stdio. Added in v1.38
workflow.code_review_command string (none) Shell command for external code review integration in /gsd-ship. Receives changed file paths via stdin. Non-zero exit blocks the ship workflow. Added in v1.36
workflow.tdd_mode boolean false Enable TDD pipeline as a first-class execution mode. When true, the planner aggressively applies type: tdd to eligible tasks (business logic, APIs, validations, algorithms) and the executor enforces RED/GREEN/REFACTOR gate sequence. An end-of-phase collaborative review checkpoint verifies gate compliance. Added in v1.36
workflow.mvp_mode boolean false Persist the MVP-mode flag in config so every phase defaults to MVP framing without requiring --mvp on the CLI. Resolved via the precedence chain: --mvp CLI flag → ROADMAP.md **Mode:** mvp field → this config value → false. When true, the planner, executor, verifier, and discovery surfaces treat the phase as an MVP vertical slice (UI → API → DB) of one user-visible capability instead of a horizontal layer.
workflow.human_verify_mode string 'end-of-phase' Controls human verification checkpoints. 'end-of-phase' (default since #3309) suppresses checkpoint:human-verify tasks and embeds checks into <verify><human-check> blocks for end-of-phase review. 'mid-flight' restores blocking checkpoint tasks. checkpoint:decision and checkpoint:human-action are unaffected. See Checkpoints Reference.
workflow.context_guard_mode string 'warn' Context exhaustion guard for execute-phase. Before each wave, the orchestrator self-assesses context pressure using the degradation signals defined in context-budget.md. 'warn' (default) emits a warning and recommends /gsd-pause-work when POOR tier (70%+) is detected. 'auto' automatically invokes /gsd-pause-work before the next wave. 'off' disables the guard. Set via: gsd config-set workflow.context_guard_mode auto. Added in #1452.
workflow.cross_ai_execution boolean false Delegate phase execution to an external AI CLI instead of spawning local executor agents. Useful for leveraging a different model's strengths for specific phases. Added in v1.36
workflow.cross_ai_command string (none) Shell command template for cross-AI execution. Receives the phase prompt via stdin. Must produce SUMMARY.md-compatible output. Required when cross_ai_execution is true. Added in v1.36
workflow.cross_ai_timeout number 300 Timeout in seconds for cross-AI execution commands. Prevents runaway external processes. Added in v1.36
workflow.test_gate_timeout number 600 Wall-clock timeout (seconds) for a verification test gate; a watch-mode runner (vitest/jest) that never exits is aborted after this budget instead of hanging the orchestrator (#1857)
workflow.ai_integration_phase boolean true Enable the /gsd-ai-integration-phase command. When false, the command exits with a configuration gate message
workflow.api_coverage_gate boolean true Require an explicit API-coverage decision before a phase that integrates an external API/SDK/service can seal. At plan:pre the planner is prompted to produce a COVERAGE.md matrix (full coverage by default, every opt-out reasoned); at verify:pre a blocking gate fails the seal unless the matrix is complete. Independent of ai_integration_phase (#1562). A phase whose scope cannot be established at all (no plan body and no roadmap section) is held rather than passed, reporting scope_unavailable — see Resolve a skipped capability probe (#3909)
workflow.auto_prune_state boolean false When true, automatically prune stale entries from STATE.md at phase boundaries instead of prompting
workflow.pattern_mapper boolean true Run the gsd-pattern-mapper agent between research and planning to map new files to existing codebase analogs
workflow.subagent_timeout number 300000 Timeout in milliseconds for parallel subagent tasks (e.g. codebase mapping). Increase for large codebases or slower models. Default: 300000 (5 minutes)
executor.stall_detect_interval_minutes number 5 Minutes between executor stall checks while an executor agent is active. The execute-phase orchestrator uses this cadence to inspect recent commits and avoid waiting forever on a silent agent.
executor.stall_threshold_minutes number 10 Minutes without executor completion or expected-branch commit activity before execute-phase offers recovery choices for a possible stalled executor.
planner.stall_detect_interval_minutes number 5 Minutes between planner/plan-checker stall checks while a planner or plan-checker agent is active. The plan-phase orchestrator uses this cadence to inspect on-disk *-PLAN.md activity and avoid waiting forever on a silent agent (#2650).
planner.stall_threshold_minutes number 10 Minutes without a completion marker or fresh on-disk plan activity before plan-phase automatically surfaces the accept-plans/retry/stop recovery choice for a possible stalled planner or plan-checker (#2650).
workflow.inline_plan_threshold number 3 Maximum number of tasks in a phase before the planner generates a separate PLAN.md file instead of inlining tasks in the prompt
workflow.drift_threshold number 3 Minimum number of new structural elements (new directories, barrel exports, migrations, route modules) before the codebase-drift gate takes action. The gate runs at two points: plan:pre (before /gsd-plan-phase plans — non-blocking, warn-only, so plans are authored against a fresh STRUCTURE.md) and execute:wave:post (after /gsd-execute-phase — honors workflow.drift_action). See #2003. Added in v1.39
workflow.drift_action string warn What to do when workflow.drift_threshold is exceeded at execute:wave:post (after /gsd-execute-phase). warn prints a message suggesting /gsd-map-codebase --paths …; auto-remap spawns gsd-codebase-mapper scoped to the affected paths. The plan:pre pre-check is always warn-only regardless of this setting — it never auto-spawns the mapper at plan entry. Added in v1.39
workflow.plan_drift_precheck boolean true Enable the non-blocking codebase-drift pre-check at plan:pre, before /gsd-plan-phase spawns the planner. Surfaces a stale STRUCTURE.md (drift over workflow.drift_threshold) as a warn-only advisory pointing to /gsd-map-codebase; never blocks planning, never spawns the mapper. Separate from the execute:wave:post gates so autonomous/CI runs can silence the plan-time advisory while keeping execute-time drift detection on. Added in v1.6.0. See #1592.
workflow.build_command string (none) Shell command to build the project in the post-merge build gate (Step A of step 5.6 in execute-phase). When unset, the gate auto-detects: Xcode (.xcodeproj present) → xcodebuild build, Makefile with build: target → make build, Justfile → just build, Cargo.toml → cargo build, go.mod → go build ./..., Python → python -m py_compile, package.json with build script → npm run build. Runs with a 5-minute timeout; failure increments WAVE_FAILURE_COUNT. Added in v1.39
workflow.test_command string (none) Shell command to run the project's test suite in the post-merge test gate (Step B of step 5.6 in execute-phase) and the regression gate. When unset, the gate auto-detects: Xcode (.xcodeproj present) → xcodebuild test, Makefile with test: target → make test, Justfile → just test, package.json → npm test, Cargo.toml → cargo test, go.mod → go test ./..., Python → python -m pytest. Runs with a 5-minute timeout; failure increments WAVE_FAILURE_COUNT. Added in v1.39

Worktree Settings

File: .claude/settings.local.json — not .planning/config.json. Unlike all other keys in this reference, worktree.* settings live in the Claude Code runtime settings file. Fresh installs and upgrades auto-set worktree.baseRef: "head" there (no-clobber) when workflow.use_worktrees is enabled. The key can also be set via gsd-tools worktree set-baseref.

Setting Type Default Description
worktree.baseRef string (unset) Controls which ref the worktree-based parallel executor uses as the base when creating new phase/wave worktrees. When unset, the executor bases new worktrees on the repository default branch (origin/HEAD); if the current branch has diverged, execute-phase auto-degrades to sequential execution rather than halting (as of v1.4.0). Set to "head" to base new worktrees on the local HEAD instead. Where it applies (#48/#3659): honored on runtimes where GSD itself creates the worktrees (Codex, OpenCode, Kimi, Kimi Code) — there it restores wave-based parallel execution on diverged branches. On harness-isolated runtimes (Claude Code, Cursor) the harness does not read this setting (verified 5/5 in #48; upstream claude-code#44965): the base check compares against the real fork base regardless and auto-degrades to sequential execution before dispatch when HEAD has diverged, so the exit-42 halt is a last-resort backstop rather than the only guard. See Fix the worktree base-mismatch (exit 42) error.

Executor isolation per runtime

When /gsd-execute-phase runs a wave containing several independent plans, it can execute them concurrently — but only if the runtime can keep each executor isolated. Two executors sharing one checkout race on files, git state, hooks, and .planning/. Which runtimes can do this is a declared capability (dispatch.isolation), not a hardcoded list, so the scheduler behaves the same way for every host that declares the same value.

Isolation Runtimes What happens
harness-worktree claude, cursor The runtime's own harness creates and binds a git worktree per executor. GSD passes the host's isolation flag and runs no git itself.
orchestrator-worktree codex, opencode, kimi, kimi-code The runtime has no harness-native isolation, but exposes a headless exec that accepts a working directory. GSD creates the worktree, spawns each executor into it, then validates and merges the result. All git operations are performed by GSD, never by the sandboxed executor.
none every other runtime No isolation primitive — plans in a wave run sequentially. Setting workflow.use_worktrees: true here fails closed before any executor is dispatched.

You do not configure this directly: set workflow.use_worktrees and GSD negotiates the rest. use_worktrees: false forces sequential execution on every runtime, including the ones that support isolation. An unknown or undeclared isolation value always degrades to sequential — GSD never guesses its way into an unisolated parallel run.

To see what your current runtime negotiated:

gsd-tools query inspect-dispatch-isolation --json

(inspect-dispatch-isolation is the read-only form. The dispatch-isolation query is the executor-dispatch resolver: it records its decision to the isolation sentinel as a deliberate side effect, so it is not an inspection command.)

Code Quality Settings

The code_quality.* namespace gates optional structural-analysis tooling that augments /gsd-code-review. Settings are additive: each tool is independently opt-in and off by default.

Setting Type Default Description
code_quality.fallow.enabled boolean false Enables fallow structural pre-pass for /gsd-code-review. When false, no fallow binary probe or JSON artifact is produced.
code_quality.fallow.scope string phase Scope for fallow analysis: phase (current review file scope) or repo (entire repository).
code_quality.fallow.profile string standard Strictness preset for the fallow pre-pass (minimal, standard, strict). Fallow has no native profile concept, so this maps to its --max-crap complexity threshold: minimal→50, standard→30, strict→15 (lower = stricter).
code_quality.fallow.mcp boolean false Reserved — not yet implemented. When true, enables MCP-backed structural findings mode for runtimes that support MCP server routing. Setting this to true is currently a no-op and emits a runtime warning.

Ship Settings

ship.pr_body_sections adds additional PR body sections for project-specific PRD/PR body content in /gsd-ship without editing gsd-core/workflows/ship.md.

For a user guide with onboarding examples and troubleshooting, see Custom PR Body Sections.

This list is append-only: configured entries are added after the core Summary, Changes, Requirements Addressed, Verification, and Key Decisions sections. They cannot replace, remove, or reorder required sections.

Recommended lean/agile PRD uses include user stories, acceptance criteria, Definition of Done or release criteria, risks and dependencies, success metrics, and stakeholder review notes. Keep these sections short and evidence-oriented so the PR body remains a living release artifact rather than a static requirements dump.

Each entry supports:

Field Type Default Description
heading string required Markdown section heading rendered as ## {heading}. Must be a single line.
enabled boolean true When false, onboarding can keep a candidate section in config without rendering it in generated PR bodies.
source string (none) Optional fallback chain of planning artifact headings, such as PLAN.md ## Risks || VERIFICATION.md ## Manual Checks. Allowed artifacts are ROADMAP.md, PLAN.md, SUMMARY.md, VERIFICATION.md, STATE.md, REQUIREMENTS.md, and CONTEXT.md.
template string (none) Literal Markdown with closed tokens: {phase_number}, {phase_name}, {phase_dir}, {base_branch}, {padded_phase}.
fallback string (none) Literal Markdown used when source yields no content and no template is provided.

At least one of source, template, or fallback is required for each section. The default is [], so existing projects keep their current /gsd-ship output until onboarding adds enabled entries.

Example:

{
  "ship": {
    "pr_body_sections": [
      {
        "heading": "User Stories & Acceptance Criteria",
        "enabled": true,
        "source": "REQUIREMENTS.md ## User Stories || REQUIREMENTS.md ## Acceptance Criteria",
        "fallback": "- Acceptance criteria are covered by the linked requirements and verification evidence."
      },
      {
        "heading": "Risks & Rollback",
        "enabled": true,
        "source": "PLAN.md ## Risks || PLAN.md ## Rollback",
        "fallback": "- Rollback: revert this PR."
      },
      {
        "heading": "Stakeholder Sign-off",
        "enabled": false,
        "template": "- Product owner: pending for {phase_name}"
      }
    ]
  }
}

Common Setting Combinations

The following combinations of mode, granularity, model_profile, and workflow toggles are commonly used together. See Configure model profiles for setup guidance.

Scenario mode granularity profile research plan_check verifier
Prototyping yolo coarse budget false false false
Normal development interactive standard balanced true true true
Production release interactive fine quality true true true

Planning Settings

Setting Type Default Description
planning.commit_docs boolean true Whether .planning/ files are committed to git
planning.pr_strict boolean false Filter mode for /gsd-pr-branch. false — the generated PR branch keeps structural planning state (STATE.md, ROADMAP.md, MILESTONES.md, PROJECT.md, REQUIREMENTS.md, milestones/**) and drops the transient subdirectories. true — every .planning/ path is dropped, structural files included, and a commit is carried over only when it touches at least one file outside .planning/. Applies to the root repository's PR branch only; planning.sub_repos companion branches are unaffected
planning.search_gitignored boolean false Add --no-ignore to broad searches to include .planning/
planning.sub_repos array of strings [] Paths of nested sub-repos relative to the project root. When set, GSD-aware tooling scopes phase-lookup, path-resolution, and commit operations per sub-repo instead of treating the outer repo as a monorepo

Project-Root Resolution in Multi-Repo Workspaces

When sub_repos is set and gsd-tools.cjs or gsd-tools query is invoked from inside a listed child repo, both CLIs walk up to the parent workspace that owns .planning/ before dispatching handlers. Resolution order (checked at each ancestor up to 10 levels, never above $HOME):

  1. If the starting directory already has its own .planning/, it is the project root (no walk-up).
  2. Parent has .planning/config.json listing the starting directory's top-level segment in sub_repos (or the legacy planning.sub_repos shape).
  3. Parent has .planning/config.json with legacy multiRepo: true and the starting directory is inside a git repo.
  4. Parent has .planning/ and an ancestor up to the candidate parent contains .git (heuristic fallback).

If none match, the starting directory is returned unchanged. Explicit --project-dir /path/to/workspace is idempotent under this resolution.

Auto-Detection

If .planning/ is in .gitignore, commit_docs is automatically false regardless of config.json. This prevents git errors.

Caveat: .gitignore does not affect files git already tracks

Adding .planning/ to .gitignore stops git from picking up new files there. It has no effect on files already committed — git keeps tracking those, so git add -A keeps staging them even though commit_docs now resolves to false. Because GSD's default is commit_docs: true, most existing projects have already committed .planning/, which makes this the common case rather than the edge case.

/gsd-health reports this contradiction as W029:

W029  .planning/ is gitignored but N file(s) are still tracked by git
      Fix: git rm -r --cached .planning/ && git commit -m "chore: stop tracking planning docs"

The warning is advisory. GSD never untracks files for you — --repair deliberately will not act on W029, because removing files from the index is destructive and the timing is yours to choose.

Once you run the git rm -r --cached above, .planning/ is untracked, the ignore rule takes full effect, and the warning clears.

Note: a file deliberately force-added under an otherwise-ignored .planning/ (git add -f .planning/keep.md) triggers this same warning — there is no reliable way to distinguish an intentional force-add from the accidental case above, so W029 is expected in that situation too.

Per-Phase Override (phase_commit_docs)

commit_docs is a single project-wide switch by default, but a tech lead may want to commit one phase's artifacts (e.g. an architecture or ADR phase) while keeping execution phases local. Set a dynamic key of the form phase_commit_docs.<phase-id> to override commit_docs for that phase only:

gsd-tools config-set phase_commit_docs.03 true
gsd-tools config-set phase_commit_docs.07 false
{
  "commit_docs": false,
  "phase_commit_docs": {
    "03": true,
    "07": false
  }
}

The <phase-id> segment accepts the same phase-number shapes GSD uses elsewhere (3, 03, 12A, 3.2 — a project-code prefix like PROJ-03 is normalized to the bare phase number before lookup), so phase_commit_docs.3 and phase_commit_docs.03 refer to the same entry.

Resolution order (highest wins) when gsd-tools commit / query commit resolves the phase from the committed --files paths:

  1. phase_commit_docs.<phase-id> for the phase being committed
  2. explicit commit_docs / planning.commit_docs in config.json
  3. .gitignore auto-detect (see Auto-Detection above)
  4. the manifest default (true)

A per-phase value must be a real boolean — "true" (string), 1, or null are never coerced and fall through to the next tier. A value set for a different phase than the one being committed never applies (no cross-phase leak). A commit that names no phase-scoped file (e.g. a project-wide ROADMAP.md-only commit) has no phase to look up, so tier 1 is inapplicable and resolution starts at tier 2 — unchanged from pre-#3587 behavior.

When tier 1 suppresses a commit, the skip envelope's reason is skipped_commit_docs_phase_false — distinct from the project-wide skipped_commit_docs_false — so a caller is never told "commit_docs is false" when the project setting is actually true.

A commit spanning multiple phases resolves the override against the first phase in the --files list, so scope --files to one phase when using the override.

See Keep planning docs out of a shared repo for a worked example.


Hook Settings

Setting Type Default Description
hooks.context_warnings boolean true Show context window usage warnings via context monitor hook
hooks.workflow_guard boolean false Warn when file edits happen outside GSD workflow context (advises using /gsd-quick or /gsd-fast). When enabled, the hook's one hard block — git add -f on agent-*/worktree-agent-* branches — also fails closed on internal error (see docs/explanation/security-model.md, #3504)
statusline.show_last_command boolean false Append last: /<cmd> suffix to the statusline showing the most recently invoked slash command. Opt-in; reads the active session transcript to extract the latest <command-name> tag (closes #2538)
statusline.context_position string "end" Position of the context-window meter. "end" (default) renders at line tail; "front" renders immediately after the model name so the meter stays visible in narrow terminals. Closes #2937
statusline.show_context_tokens boolean false Append the absolute token count (e.g. (156k)) after the context meter's percentage. Sums input, cache-creation, cache-read, and output tokens from the hook payload — a broader basis than the meter's percentage (which excludes output tokens), so the two figures can diverge slightly. Opt-in; the meter is unchanged when the flag is absent
statusline.state_format string "full" Format of the GSD-state segment. "full" (default) is the existing rendering with milestone name and progress bar. "compact" renders <version> · P<phase>/<total> · <status> (e.g. v1.12 · P7/12 · executing) — drops the milestone name and bar, and collapses narrative statuses to the canonical keyword set from normalizeStateStatus() (paused — the canonical stuck state — renders uppercase as PAUSED)
statusline.show_git boolean false Append a git segment after the directory: current branch plus compact work-state markers (+staged ~unstaged ?untracked ↑ahead ↓behind, or ✓ when clean and in sync). One git status --porcelain=v2 call per render; the segment is absent outside a git repo or when git is unavailable
statusline.show_state_freshness boolean false Append state ~N commits back to the GSD-state segment when STATE.md carries a state_head stamp and the codebase has moved at least 20 commits past it (the same advisory threshold /gsd-health's W024 uses). Exactly one git rev-list call per render, and only when enabled and a stamp is present; the marker is absent below the threshold, outside a git repo, when the project root does not own its .git, and in planning.sub_repos workspaces

The prompt injection guard hook (gsd-prompt-guard.js) is always active and cannot be disabled — it's a security feature, not a workflow toggle.

Private Planning Setup

When planning.commit_docs is false and .planning/ is listed in .gitignore, GSD treats planning artifacts as local-only. planning.search_gitignored: true ensures broad searches still include the .planning/ directory in this configuration. See Keep planning docs out of a shared repo for the full setup, including untracking files git is already tracking.

Two ways to keep planning private, and what each costs

"Private planning" is really two different questions — is it in git at all? and does it reach the remote? — and GSD answers them with two different keys.

planning.commit_docs: false answers the first by keeping .planning/ out of git entirely. That has a cost most projects discover late: parallel executor worktrees stop working. A worktree is checked out from a commit, so a .planning/ directory that is untracked or ignored simply does not exist inside it, and the executor has no PLAN.md to read. Local-only planning and parallel execution are mutually exclusive under this setting. Untracked planning also has no git history, so /gsd-undo and revert paths have nothing to restore.

planning.pr_strict: true answers the second instead, and leaves the first alone. Planning artifacts are committed normally on your working branch — so worktrees find them, and history exists — while /gsd-pr-branch guarantees that none of them reach the branch you publish. The guarantee is enforced by the command rather than by remembering never to push the working branch.

Pick by which question you are actually asking:

You want Setting What you give up
Planning never enters git planning.commit_docs: false Parallel executor worktrees; planning git history
Planning is versioned locally but never published planning.commit_docs: true + planning.pr_strict: true Nothing — but the working branch itself must not be pushed; publish the generated -pr branch

The two are independent keys and can be set together, but pr_strict is inert when commit_docs is false: with nothing committed, there is nothing for the PR-branch filter to remove.

See Publish PRs without planning artifacts for the setup.

commit_docs Pre-Commit Guard (opt-in)

planning.commit_docs: false only stops GSD's own gsd-tools commit/gsd-tools state write path from committing .planning/. It does not stop a plain git add -A + git commit run by hand, or by a script outside GSD's own tooling, from staging and committing .planning/ anyway.

gsd-tools commit-docs-guard enable closes that gap by writing a .git/hooks/pre-commit hook into the current repository that refuses any commit staging .planning/ files while commit_docs resolves to false. Resolution goes through the same per-phase precedence chain gsd-tools commit/query commit use — a phase_commit_docs.<phase-id> override for the staged phase is honored here too, so the hook cannot contradict them. It is entirely opt-in — no install path wires it automatically:

gsd-tools commit-docs-guard enable   # write the hook (refuses to clobber an existing pre-commit hook)
gsd-tools commit-docs-guard disable  # remove it (refuses to remove a hook GSD didn't write)

The hook is identified by a stable # gsd-core:commit-docs-guard marker line, so enable/ disable detect it by presence of that marker rather than by byte-for-byte content — editing the file afterward does not make it unrecognizable. enable refuses (rather than silently writing an inert file) when core.hooksPath is already configured, since a hook written to .git/hooks/pre-commit would never run in that case; wire the guard into the configured hooks path by hand instead. See Keep planning docs out of a shared repo for the full walkthrough, including the linked-worktree case.


Agent Skills Injection

Inject custom skill files into GSD subagent prompts. Skills are read by agents at spawn time, giving them project-specific instructions beyond what CLAUDE.md provides.

Setting Type Default Description
agent_skills object {} Map of agent types to arrays of skill entries
agent_skills_security.trusted_global_roots array of strings [] Opt-in allowlist of additional trusted directories for global: skills. See Trusted global skill roots

Configuration

Add an agent_skills section to .planning/config.json mapping agent types to arrays of skill entries:

{
  "agent_skills": {
    "gsd-executor": [
      "skills/testing-standards",
      "global:shared-conventions",
      "global:coderabbit:code-review"
    ],
    "gsd-planner": ["skills/architecture-rules"],
    "gsd-verifier": ["skills/acceptance-criteria"]
  }
}

Skill Entry Forms

Each element in the array is one of three forms:

Form Example Resolution
Project-relative path "skills/my-skill" Resolves to <project>/skills/my-skill/SKILL.md, injected as an @-include
Global personal skill "global:<name>" Resolves to ~/.claude/skills/<name>/SKILL.md, injected as an @-include
Plugin-provided skill (Claude only) "global:<plugin>:<skill>" A Claude Code plugin skill, loaded by name via the Skill tool at agent spawn time

Project-relative paths must point to a directory containing a SKILL.md file. Paths are validated for safety (no traversal outside the project root).

Global personal skills (global:<name>) resolve against the runtime's global skills directory (e.g. ~/.claude/skills/). Symlink-escape protection applies unless the target is listed in agent_skills_security.trusted_global_roots.

Plugin-provided skills (global:<plugin>:<skill>) follow the namespaced form seg(:seg)*, where each segment is one or more alphanumeric characters, underscores, or hyphens joined by single colons (e.g. global:coderabbit:code-review). This form is Claude-only: on the Claude runtime GSD emits a Skill-tool load directive in the agent's <agent_skills> block so the agent loads the skill by name via the Skill tool, and Claude Code resolves the plugin:skill namespace. On all other runtimes the entry is skipped with a warning — the plugin/Skill-tool model is specific to Claude Code and has no equivalent elsewhere.

Why load by name rather than path? Claude Code's plugin cache is versioned and ephemeral, so there is no stable filesystem path to @-include. Loading by namespaced name via the Skill tool lets Claude Code's own resolver locate the current version of the plugin skill at runtime.

The plugin must already be installed in the user's Claude Code environment (/plugin install …). GSD only references the skill by its namespaced name and does not read or validate the plugin cache itself.

Supported Agent Types

Any GSD agent type can receive skills. The agent types that consume agent_skills are the GSD sub-agents the workflows dispatch. There are 22 consumer agents in total, including:

  • gsd-executor — executes implementation plans
  • gsd-planner — creates phase plans
  • gsd-plan-checker — verifies plan quality
  • gsd-verifier — post-execution verification
  • gsd-phase-researcher — phase research
  • gsd-project-researcher — new-project research
  • gsd-debugger — diagnostic agents
  • gsd-codebase-mapper — codebase analysis
  • gsd-code-reviewer — code review
  • gsd-ui-researcher — UI design contract creation
  • gsd-ui-checker — UI spec verification
  • gsd-ui-auditor — UI audit
  • gsd-roadmapper — roadmap creation
  • gsd-research-synthesizer — research synthesis
  • and others (see tests/agent-skills.test.cjs CONSUMER_AGENTS list for the full 22)

The Skill tool is granted to consumer agents deliberately and is instruction-bounded — agents use it only to load the skills listed in the <agent_skills> block.

How It Works

Skills reach a consumer agent through two cooperating seams (dual injection — see ADR 1866):

  1. Orchestrator-side (primary on Claude Code). At spawn time, workflows call gsd-tools query agent-skills <type> (or legacy node gsd-tools.cjs agent-skills <type>) in their bash init and interpolate the resulting <agent_skills> block into the Task()/Agent() prompt. This is established across ~25 workflows.

  2. Agent-side self-load (durable fallback). Each of the 22 consumer agents also self-loads in its own mandatory init step — it runs gsd_run query agent-skills <its-type> and Reads every listed SKILL.md per gsd-core/references/agent-skills-bootstrap.md. This is the path that works on every runtime, including Cursor, where Skill()-delegated workflow bash init does not reliably execute and /gsd-autonomous delegates via flat Skill() calls.

Dedup guard. If an agent's prompt already contains an <agent_skills> block (orchestrator already injected one), the agent skips self-load — so on runtimes where both seams run (Claude Code), the prompt never carries two copies. query agent-skills is read-only and idempotent: it exits 0 with an empty block when nothing is configured for the type, so self-load is zero-overhead for unconfigured agents.

For project-relative and global personal skills, entries appear as @-includes:

<agent_skills>
Read these user-configured skills:
- @skills/testing-standards/SKILL.md
- @/Users/you/.claude/skills/shared-conventions/SKILL.md
</agent_skills>

For a mixed config (path-resolvable and plugin-provided skills together), entries appear interleaved in config order in a single section:

<agent_skills>
Read these user-configured skills:
- @skills/testing-standards/SKILL.md
- Load the `coderabbit:code-review` skill via the Skill tool before proceeding (plugin-provided).
</agent_skills>

If no skills are configured, the block is omitted (zero overhead).

CLI

Set skills via the CLI:

gsd-tools query config-set agent_skills.gsd-executor '["skills/my-skill"]'

See How to attach a plugin-provided skill to a GSD agent for a step-by-step walkthrough of the global:plugin:skill form.


Trusted Global Skill Roots (agent_skills_security.trusted_global_roots)

Widen the symlink-safety boundary for global: skills by declaring additional trusted root directories.

Purpose

By default, a global:<name> skill whose SKILL.md real path (after resolving symlinks) escapes the runtime's global skills directory (e.g. ~/.claude/skills/) is rejected as a symlink-escape. agent_skills_security.trusted_global_roots lets you declare additional trusted root directories so symlinked skills whose real target lives under one of them are accepted.

Common use case: a single source-of-truth skills directory elsewhere on disk (e.g. ~/shared/skills) symlinked into ~/.claude/skills/ so git pull or rsync keeps a team's skills up to date without maintaining copies.

Configuration

{
  "agent_skills_security": {
    "trusted_global_roots": [
      "~/shared/skills",
      "/opt/shared-skills"
    ]
  }
}

How It Works

  • Default [] — behavior is byte-identical to omitting the option entirely: only skills whose real SKILL.md path resolves inside the default global skills directory are accepted.
  • Absolute or tilde-prefixed paths only. Each entry must be an absolute path (/opt/shared-skills) or a ~/~/-prefixed path (tilde expands to your home directory). Project-relative paths are rejected, so an untrusted repo's .planning/config.json cannot point trust at a directory inside itself.
  • realpathSync at load time. Each declared root is resolved with realpathSync on every run, so trust follows the real target and cannot silently drift if a root itself later becomes a symlink. Non-existent or unreadable roots are dropped without error.
  • Dangerously broad roots are refused. The filesystem root (/), drive or UNC roots, and your home directory itself cannot be declared as trusted roots — these would make the allowlist meaningless.
  • Acceptance rule. A skill is accepted if and only if its real SKILL.md path lies inside the default global skills directory OR inside one of the resolved trusted roots. Skills resolving outside all of these are still rejected.
  • Audit note. When a skill is accepted via a trusted root rather than the default global skills directory, a [agent-skills] NOTE: line is written to stderr so the widened boundary remains visible.

Security note: trusted_global_roots is read from the project-local .planning/config.json. Only add roots you control and trust. Declaring a broad shared directory widens which symlinked global skills will load for every agent in this project.

CLI

gsd config-set agent_skills_security.trusted_global_roots '["~/shared/skills"]'

Setting the parent object (agent_skills_security) directly is not supported; use the dot-notation leaf form shown above.


Capability Trust (capabilities.*)

Policy for installing and updating third-party capabilities (ADR-1244). These keys govern the trust gate; they have no effect if you only ever use the native first-party capabilities shipped with GSD. They are policy inputs read by the gsd capability command flow, which passes the resulting decision into the capability lifecycle — strict_known_registries gates whether a source may be installed at all; auto_update is consulted by the update/outdated flow (which always re-prompts when a new version's executable surface set changes). The full rationale — including why there is no sandbox — is in The capability trust model.

Setting Type Default Description
capabilities.strict_known_registries array | null null Allowlist gating which sources third-party capabilities may be installed from. null (default) is permissive: external installs (git / npm / tarball) are allowed and each still passes the consent + integrity gate. [] (explicit empty array) is lockdown: all external installs are blocked — only local-filesystem installs are permitted (managed/enterprise mode). A non-empty list is a host-based allowlist: only sources whose host matches an entry (exact host or a subdomain of it — github.com matches api.github.com but never evilgithub.com) are permitted; add the literal token npm to permit the npm source kind. Local installs are never "external" and are always allowed.
capabilities.auto_update boolean false Whether installed third-party capabilities may auto-update. Off by default. Even when enabled, GSD re-prompts for explicit consent whenever a new version's executable surface set (hooks / command modules / MCP servers) differs from the installed one — the consent you gave was for a specific surface, not a blank cheque.
# Lock the machine down to local-only capability installs:
gsd config-set capabilities.strict_known_registries '[]'

# Allow only your org's GitHub + npm:
gsd config-set capabilities.strict_known_registries '["github.com", "npm"]'

Security note: strict_known_registries matching is host-based, not substring — a lookalike host like evilgithub.com is rejected even when github.com is allowed. integrity (sha512) pins only the top-level fetched artifact, not an npm package's transitive dependency tree; see the trust-model explanation for that boundary.


Feature Flags

Toggle optional capabilities via the features.* config namespace. Feature flags default to false (disabled) — enabling a flag opts into new behavior without affecting existing workflows.

Setting Type Default Description
features.thinking_partner boolean false Enable thinking partner analysis at workflow decision points
features.global_learnings boolean false Enable cross-project learnings pipeline (auto-copy at phase completion, planner injection)
learnings.max_inject number 10 Maximum number of cross-project learnings injected into each planner prompt. Lower values reduce prompt size; higher values provide broader historical context
intel.enabled boolean false Enable queryable codebase intelligence system. When true, /gsd-map-codebase --query commands build and query a JSON index in .planning/intel/. Added in v1.34

Plan Review Settings

The plan_review.* namespace controls the plan drift guard, which verifies that symbols cited in generated plans (decorators, classes, functions, CLI flags) actually exist in your source code at review time. This catches hallucinated names before execution begins.

Setting Type Default Description
plan_review.source_grounding boolean true Enable the plan drift guard. When true (the default), plan review resolves every symbol reference cited in a PLAN.md against the live source tree. Plans that cite a non-existent function, class, decorator, or CLI flag produce a needs-acknowledgement notice before the plan is approved. The same key also gates the cross-artifact fact-drift pass, which reports when ROADMAP.md, PLAN.md, STATE.md and CONTEXT.md state the same fact in contradictory ways (advisory only — it never blocks convergence). Disable with false to skip both passes entirely. Toggle during setup (/gsd-new-project) or at any time via /gsd-settings.
plan_review.source_grounding_authority enum grep Selects the resolver adapter used to verify symbol existence. Allowed values: grep (default — ripgrep/grep search of source files, works in any project without additional tooling), intel (query the .planning/intel/api-map.json index built by /gsd-map-codebase; requires intel.enabled: true), treesitter (reserved for future tree-sitter adapter), lsp (reserved for future LSP adapter), scip (reserved for future SCIP/LSIF adapter). Use intel when you have run /gsd-map-codebase and want the faster, pre-indexed lookup. All other values beyond grep and intel are reserved and have no effect in the current release.

MemPalace Settings

MemPalace is an opt-in, default-resilient memory capability. Every hook is onError: skip — a missing or unreachable MemPalace installation never halts or fails the loop. Enable with mempalace.enabled: true after installing MemPalace (pip install mempalace).

mempalace.enabled is the master gate: all five loop hooks (discuss, plan, execute-wave, verify, ship) and both curator contributions are gated on this key. When it is false (the default), nothing fires and the GSD loop is byte-for-byte unchanged. The remaining keys only refine behavior when mempalace.enabled is true; they are honored at runtime by the skills, curator, and fragments — they do not add independent hook gating.

Setting Type Default Description
mempalace.enabled boolean false Master gate for the MemPalace memory capability. When false (the default) every recall/capture hook is inactive and the loop is unchanged. All other mempalace.* keys are inert while this is false.
mempalace.memory_mode enum: augment, kg_backend, replace augment How authoritative MemPalace is during recall/capture. augment (default — an additive recall layer alongside GSD's native graphs/learnings; native memory stays authoritative; lowest coupling). kg_backend (knowledge-graph queries resolve against MemPalace's temporal graph as the primary source, with .planning/graphs/ as fallback; non-KG drawer recall stays additive). replace (recall resolves through the palace as the source of truth, native artifacts as fallback). Every mode is onError:skip and default-resilient: an unreachable palace degrades to native memory and GSD keeps writing .planning/graphs/, so no memory is lost. Cross-mode migration of existing .planning/graphs/ into the palace is a separate, not-yet-implemented concern.
mempalace.wing string "" Palace wing name for this project. Empty (the default) derives the wing from project_code or the project directory name.
mempalace.recall_on_discuss boolean true When mempalace.enabled is true: inject a wake-up + semantic-search recall fragment into the orchestrator at discuss:pre. Surfaces prior decisions, patterns, and surprises before the discussion starts.
mempalace.recall_on_plan boolean true When mempalace.enabled is true: run the mempalace-recall skill at plan:pre to produce MEMORY-RECALL.md from prior decisions, patterns, and surprises relevant to the plan.
mempalace.capture_artifacts boolean true When mempalace.enabled is true: file phase artifacts (CONTEXT.md, PLAN.md, SUMMARY.md) verbatim into MemPalace at their respective phase boundaries (discuss:post, plan:post, verify:post). Also captures confirmed bug→fix pairs at execute:wave:post.
mempalace.mirror_kg boolean true When mempalace.enabled is true: mirror decisions and learnings into MemPalace's temporal knowledge graph (mempalace_kg_add with valid_from = phase date) alongside drawer capture.
mempalace.cross_project_tunnels boolean false When mempalace.enabled is true: at ship:post, propose and create tunnels between this wing's rooms and semantically related wings in other projects (mempalace_find_tunnels, mempalace_create_tunnel).
mempalace.diary_journal boolean true When mempalace.enabled is true: at ship:post, write a per-agent diary entry (mempalace_diary_write) summarising the session.
mempalace.auto_capture_hooks boolean false Reserved — not yet implemented. Intended to install MemPalace's native Claude Code hooks (session-start, stop, precompact) for passive mid-session capture between loop points. The capability's hooks array is currently empty; no native hooks are installed by setting this key. This key is forward-declared for the future "Connected Capability" phase.

Memory modes in detail

Mode KG-query source Recall source Coupling
augment (default) GSD native + palace (additive) GSD native + palace search lowest
kg_backend palace temporal KG primary, .planning/graphs/ fallback GSD native + palace search medium
replace palace primary, native fallback palace as source of truth, native fallback highest

Mode is read at hook-render time; switching modes is a config change, not a reinstall. In every mode the palace is onError:skip and default-resilient — an unreachable palace degrades to native memory, and GSD keeps writing .planning/graphs/ so no memory is lost. Switching an established project to kg_backend/replace changes how new recall/capture resolve but does not backfill existing .planning/graphs/ into the palace (a separate, not-yet-implemented concern).

Example

# Enable MemPalace (augment is the default mode)
gsd-tools query config-set mempalace.enabled true

# Optional: route knowledge-graph recall through the palace's temporal KG (native as fallback)
# gsd-tools query config-set mempalace.memory_mode kg_backend

# Enable cross-project tunnel proposals at ship:post
gsd-tools query config-set mempalace.cross_project_tunnels true

Graphify Settings

Setting Type Default Description
graphify.enabled boolean false Enable the project knowledge graph. When true, /gsd-graphify builds and queries a graph in .planning/graphs/. Added in v1.36
graphify.build_timeout number (seconds) 300 Maximum seconds allowed for a /gsd-graphify build run before it aborts. Added in v1.36
graphify.auto_update boolean false Opt-in (issue #3347). When true (and graphify.enabled is also true), the bundled PostToolUse hook hooks/gsd-graphify-update.sh auto-rebuilds the project knowledge graph in a detached background process after git commit/merge/pull/rebase --continue/cherry-pick on the default branch (git.base_branch override, else main/master/trunk). Hook returns instantly; the rebuild updates .planning/graphs/{graph.json,graph.html,GRAPH_REPORT.md} and writes .planning/graphs/.last-build-status.json ({ts, status: "running"|"ok"|"failed", exit_code, duration_ms, head_at_build}). PID-locked, CI-aware ($CI env suppresses), bails silently if graphify is not on PATH. Default false so existing behaviour is unchanged after upgrade.
graphify.graph_path string (path) unset Umbrella/multi-repo support (issue #1825). Overrides where /gsd-graphify query|status|diff read the knowledge graph from. Set to a path (relative to the project root, or absolute) pointing at a shared umbrella-level graph.json so a single curated cross-repo graph serves every sub-project without N drifting mirror copies. The diff snapshot (.last-build-snapshot.json) travels with the configured graph (same directory); the auto-update status sidecar stays project-local. Build stays project-scoped (.planning/graphs/) — build the umbrella graph in the umbrella project, then point sub-projects at it. When unset, behaviour is byte-identical to the historical .planning/graphs/graph.json. A clear, actionable error is returned when the configured file is missing.

Multi-developer setup

When multiple developers rebuild the graph in the same repository, graphify hook install (run once per clone) installs a git merge driver that union-merges concurrent graph.json writes, eliminating conflict markers. It also registers the post-commit rebuild hook, writes .gitattributes, and adds graphify merge-driver to .git/config. Solo projects may skip this step. Introduced upstream in graphify v0.7.0 alongside the built_at_commit freshness signal surfaced by /gsd-graphify status.

Commit-based staleness

/gsd-graphify status reports two orthogonal staleness signals:

  • stale (mtime-based, 24-hour window) — when the graph file was last written. Useful when graphify isn't run automatically.
  • commit_stale (commit-based, requires graphify v0.7+) — whether the graph was built against the current git HEAD. Trustworthy when present. Tri-state: true / false / null. null means the signal is unavailable (pre-v0.7 graph, no git, or unreachable commit) — fall back to the mtime flag.

A CI-built graph rebuilt minutes ago against an old checkout will read as fresh on mtime but commit_stale: true. Surface both when answering architecture questions.

Refactor-Trigger Settings

Setting Type Default Description
refactor.trigger_enabled boolean false Enable the complexity-triggered refactor hook. When true, an execute:post step evaluates the complexity of the files the phase touched and writes a scoped refactor proposal if a function crosses refactor.complexity_threshold or jumps past refactor.complexity_jump_delta. Opt-in; when false the hook never runs. Added in v1.10.0 (#1953)
refactor.complexity_threshold number 15 Absolute per-function complexity above which a refactor proposal is surfaced. Semantics match ESLint's complexity: {max: N} — the trigger is strictly greater, so a score of exactly N does not trigger. Default 15 follows SonarSource's default; ESLint's own default is 20 and radon's rank C begins at 11. Raise it if proposals feel like noise. Added in v1.10.0
refactor.complexity_jump_delta number 5 Complexity growth above which a refactor proposal is surfaced even when the absolute threshold is not reached. Measured against the function's anchor — the score recorded the last time the function was consciously dispositioned (refactor accept/refactor decline) — so it accumulates across phases and catches slow creep the absolute threshold would miss. Strictly greater, as with the threshold. Added in v1.10.0
refactor.trigger_strict boolean false Record an untriaged refactor proposal as an open deviation entry in the broken-windows ledger, so it becomes a tracked task that must be resolved before ship. Off by default and deliberately so: a blocking complexity number is a metric an executor can satisfy by splitting one coherent function into two incoherent ones, so the entry clears on the proposal being dispositioned (gsd-tools refactor accept|decline), never on the score improving. Ship blocking is the broken-windows capability's existing ship:pre gate — enable it separately with workflow.windows_enforce. With broken-windows absent, strict mode still records the proposal locally and says so; it cannot block on its own. Enabling refactor.trigger_strict without also enabling workflow.windows_enforce (or with broken-windows not installed) surfaces a typed refactor_strict_not_enforcing warning on every triggering refactor evaluate, naming the exact remediation. Advisory mode (the default) surfaces the same proposal and tracks nothing. Added in v1.10.0

See ADR-1953 for the design rationale, including why the anchor moves only on disposition and never on the score improving.

Usage

# Enable a feature
gsd-tools query config-set features.global_learnings true

# Disable a feature
gsd-tools query config-set features.thinking_partner false

The features.* namespace is a dynamic key pattern — new feature flags can be added without modifying VALID_CONFIG_KEYS. Any key matching features.<name> is accepted by the config system.


Capability Overlay (installed third-party capabilities)

GSD supports an installed overlay of third-party capability manifests that are composed with the frozen first-party registry at runtime via loadRegistry({ includeInstalled: true }) (ADR-1244; see docs/reference/capability-manifest.md and docs/how-to/import-a-capability-from-a-url.md).

Install roots

Capability manifests (capability.json) are discovered from two scoped roots:

Scope Path
Global $GSD_HOME/.gsd/capabilities/<id>/capability.json
Project <projectRoot>/.gsd/capabilities/<id>/capability.json

GSD_HOME defaults to your home directory (~) when unset. Both roots are scanned on every loadRegistry call; neither requires config changes to activate.

Composition and first-party-wins invariant

Installed overlay capabilities are merged via the same buildRegistry pipeline as first-party capabilities, so all derived views (bySkill, byAgent, byLoopPoint, configKeys) cover first-party and overlay entries identically. First-party always wins: an overlay entry is rejected at load time if its id, any owned skill or agent stem, or any federated config key collides with a first-party entry, or if its id uses a reserved prefix (gsd-, gsd-core-, anthropic-). Rejected entries emit a warning and are skipped; they never crash the load loop.

Load-time engines.gsd compatibility gate

Each overlay manifest may declare an engines.gsd semver range. At load time GSD evaluates this range against the running GSD version. An overlay that does not satisfy the range is skipped with a warning — it is never loaded and never crashes the loop. Manifests without an engines.gsd field are accepted unconditionally.

Gate-kind fail-open policy (#2009)

If a skipped or load-failed overlay capability (for example, one whose engines.gsd range is incompatible) declared a gate-kind loop hook, the loop resolver does not inject a gate at that hook point (fail OPEN): the loop proceeds. Instead it emits a loud warning — to stderr and in the loop render-hooks envelope's warnings array — naming the load-failure reason and the exact remediation, gsd capability remove <id>, so the operator is loudly told how to clear it. Skipped capabilities whose hooks are step or contribution kind skip open too, as before — the loop proceeds without them.

Overlay config federation

Config keys declared in an overlay capability's .config slice federate into the loadConfig return value via the same Federated Config channel as first-party capability keys. They appear as valid keys in config-schema.cjs (isValidConfigKey) and in the runtime config schema, so overlay capabilities can declare project-local config toggles without editing the central config schema.

See also: docs/reference/capability-manifest.md for the full capability.json schema, docs/how-to/import-a-capability-from-a-url.md for installation steps, and ADR-1244 for the design record.


Parallelization Settings

Setting Type Default Description
parallelization boolean true Shorthand for parallelization.enabled. Setting parallelization false disables parallel execution without changing other sub-keys
parallelization.enabled boolean true Run independent plans simultaneously
parallelization.plan_level boolean true Parallelize at plan level
parallelization.task_level boolean false Parallelize tasks within a plan
parallelization.skip_checkpoints boolean true Skip checkpoints during parallel execution
parallelization.max_concurrent_agents number 3 Maximum simultaneous agents
parallelization.min_plans_for_parallel number 2 Minimum plans to trigger parallel execution

Pre-commit hooks and parallel execution: When parallelization is enabled, executor agents commit with --no-verify to avoid build lock contention (e.g., cargo lock fights in Rust projects). The orchestrator validates hooks once after each wave completes. STATE.md writes are protected by file-level locking to prevent concurrent write corruption. If you need hooks to run per-commit, set parallelization.enabled: false.


STATE.md Frontmatter (Phase Lifecycle)

STATE.md carries YAML frontmatter that the status-line hook reads on every render. v1.40 adds four optional phase-lifecycle fields read by parseStateMd() and rendered by formatGsdState():

Field Type Purpose
active_phase string (e.g. "4.5") Phase number when an orchestrator command is in flight
next_action string Recommended next command when idle (discuss-phase / plan-phase / execute-phase / verify-phase)
next_phases YAML flow array Phases the next_action applies to (e.g. ["4.5"])
progress block Nested total_phases / completed_phases / percent for the milestone progress bar

All four fields are optional and additive — STATE.md files without them keep rendering exactly as in v1.38.x. See STATE.md schema for the full field reference, parser constraints, and rendering scenes.


Git Branching

Setting Type Default Description
git.branching_strategy enum none none, phase, or milestone
git.base_branch string main The integration branch that phase/milestone branches are created from and merged back into. Override when your repo uses master or a release branch
git.protected_branches array of non-empty strings (none) Optional additional shared branches that should trigger protected-branch warnings alongside the resolved base branch
git.create_tag boolean true Create a git tag (v[X.Y]) on milestone completion. Set to false for projects with their own release flow
git.phase_branch_template string gsd/phase-{phase}-{slug} Branch name template for phase strategy
git.milestone_branch_template string gsd/{milestone}-{slug} Branch name template for milestone strategy
git.quick_branch_template string or null null Optional branch name template for /gsd-quick tasks

Protected Branch Warnings

git.protected_branches is optional and has no persisted default. When the field is absent, GSD protects only the resolved base branch, preserving existing project behavior. Every configured item must be a non-empty string. The configured list extends the resolved base branch; it never replaces that branch or changes base-branch detection.

A match produces an advisory warning at execute-phase and ship and does not change git.branching_strategy: "none": GSD still continues on the current branch and ship still offers to create a feature branch.

Matching is by exact branch name — there is no glob or prefix support, so a git-flow layout must name each release/* or hotfix/* branch it wants protected. An entry that is not a non-empty string is ignored with a warning naming it, and the remaining names still apply.

{
  "git": {
    "branching_strategy": "none",
    "protected_branches": ["develop", "staging"]
  }
}

Strategy Comparison

Strategy Creates Branch Scope Merge Point Best For
none Never N/A N/A Solo development, simple projects
phase At execute-phase start One phase User merges after phase Code review per phase, granular rollback
milestone At first execute-phase All phases in milestone At complete-milestone Release branches, PR per version

Template Variables

Variable Available In Example
{phase} phase_branch_template 03 (zero-padded)
{slug} Both templates user-authentication (lowercase, hyphenated)
{milestone} milestone_branch_template v1.0
{num} / {quick} quick_branch_template 260317-abc (quick task ID)

Example quick-task branching:

"git": {
  "quick_branch_template": "gsd/quick-{num}-{slug}"
}

Merge Options at Milestone Completion

Option Git Command Result
Squash merge (recommended) git merge --squash Single clean commit per branch
Merge with history git merge --no-ff Preserves all individual commits
Delete without merging git branch -D Discard branch work
Keep branches (none) Manual handling later

Gate Settings

Control confirmation prompts during workflows.

Setting Type Default Description
gates.confirm_project boolean true Confirm project details before finalizing
gates.confirm_phases boolean true Confirm phase breakdown
gates.confirm_roadmap boolean true Confirm roadmap before proceeding
gates.confirm_breakdown boolean true Confirm task breakdown
gates.confirm_plan boolean true Confirm each plan before execution
gates.execute_next_plan boolean true Confirm before executing next plan
gates.issues_review boolean true Review issues before creating fix plans
gates.confirm_transition boolean true Confirm phase transition

Safety Settings

Setting Type Default Description
safety.always_confirm_destructive boolean true Confirm destructive operations (deletes, overwrites)
safety.always_confirm_external_services boolean true Confirm external service interactions

Security Settings

Settings for the security enforcement feature (v1.31). All follow the absent = enabled pattern. These keys live under workflow.* in .planning/config.json — matching the shipped template and the runtime reads in workflows/plan-phase.md, workflows/execute-phase.md, workflows/secure-phase.md, and workflows/verify-work.md.

These keys live under workflow.* — that is where the workflows and installer write and read them. Setting them at the top level of config.json is silently ignored.

Setting Type Default Description
workflow.security_enforcement boolean true Enable threat-model-anchored security verification via /gsd-secure-phase. When false, security checks are skipped entirely
workflow.security_asvs_level number (1-3) 1 OWASP ASVS verification level. Level 1 = opportunistic, Level 2 = standard, Level 3 = comprehensive
workflow.security_block_on string "high" Minimum threat severity that blocks phase advancement. The auditor counts only open threats at or above this severity toward the blocking gate; none disables severity blocking. Options: "critical", "high", "medium", "low", "none"

Injection blocking (top-level security.*)

Distinct from the workflow.security_* keys above: the read-injection scanner reads a top-level security object (not workflow.security). Set it with gsd config-set security.injection_blocking true — it persists as a nested key (security.injection_blocking), never a flat dotted key.

Setting Type Default Description
security.injection_blocking boolean false Opt-in circuit-breaker for the read-injection scanner hook (gsd-read-injection-scanner.js, PostToolUse on Read/WebFetch/WebSearch). Default (false) is advisory: HIGH-confidence injection detections are logged but not blocked. When true, a HIGH detection emits decision: "block" to halt the agent's next step. Because the hook runs after the fetch, blocking does not retroactively redact content already in the transcript — it is a circuit-breaker, not a redactor. See the security model and ADR-1577.

Decision Coverage Gates (workflow.context_coverage_gate)

When discuss-phase writes implementation decisions into CONTEXT.md <decisions>, two gates ensure those decisions survive the trip into plans and shipped code (issue #2492).

Setting Type Default Description
workflow.context_coverage_gate boolean true Toggle for both decision-coverage gates. When false, both the plan-phase translation gate and the verify-phase validation gate skip silently.

What the gates do

Plan-phase translation gate (BLOCKING). Runs immediately after the existing requirements coverage gate, before plans are committed. For each trackable decision in <decisions>, it checks that the decision id (D-NN) or its text appears in at least one plan's must_haves, truths, or objective (front-matter), a ## must_haves/truths/tasks/objective heading, or an <objective>/<tasks>/<task>/<action>/<read_first>/<behavior>/<verify>/<acceptance_criteria>/<done> tag body. A miss surfaces the missing decision by id and refuses to mark the phase planned.

Verify-phase validation gate (NON-BLOCKING). Runs alongside the other verify steps. Searches every shipped artifact (PLAN.md, SUMMARY.md, files modified, recent commit subjects) for each trackable decision. Misses are written to VERIFICATION.md as a warning section but do not flip the overall verification status. The asymmetry is deliberate — by verify time the work is done, and a fuzzy substring miss should not fail an otherwise green phase.

How to write decisions the gates accept

The discuss-phase template already produces D-NN-numbered decisions. The gate is happiest when:

  1. Every plan that implements a decision cites the id somewhere — must_haves.truths: ["D-12: bit offsets exposed"] or a D-12: mention in the plan body. Strict id match is the cheapest, deterministic path.
  2. Soft phrase matching is a fallback for paraphrases — if a 6+-word slice of the decision text appears verbatim in a plan/summary, it counts.

Opt-outs

A decision is not subject to the gates when any of the following apply:

  • It lives under the ### Claude's Discretion heading inside <decisions>.
  • It is tagged [informational], [folded], or [deferred] in its bullet (e.g., - **D-08 [informational]:** Naming style for internal helpers).

Use these escape hatches when a decision genuinely doesn't need plan coverage — implementation discretion, future ideas captured for the record, or items already deferred to a later phase.


Review Settings

Configure per-CLI model selection for /gsd-review. When set, overrides the CLI's default model for that reviewer.

Setting Type Default Description
review.models.gemini string (CLI default) Model used when --gemini reviewer is invoked
review.models.claude string (CLI default) Model used when --claude reviewer is invoked
review.models.codex string (CLI default) Model used when --codex reviewer is invoked
review.models.opencode string (CLI default) Model used when --opencode reviewer is invoked
review.models.agy string (CLI default) Model used when the --antigravity / --agy reviewer is invoked. The key suffix is the CLI's own name (agy), not the lane slug — the lane declares which key it reads, so the two need not match
review.models.kimi-code string (CLI default) Model used when the --kimi-code reviewer is invoked (injected into -m)
review.models.ollama string (server default) Model name passed to Ollama when --ollama reviewer is invoked. If unset, the first available model reported by the server is used (e.g. llama3). Set to a specific tag: gsd config-set review.models.ollama codellama
review.models.lm_studio string (server default) Model name passed to LM Studio when --lm-studio reviewer is invoked. If unset, the first available model reported by the server is used.
review.models.llama_cpp string (server default) Model name passed to llama.cpp when --llama-cpp reviewer is invoked. If unset, the first model reported by /v1/models is used.
review.default_reviewers string[] | null (all detected reviewers) Default reviewer subset for no-flag /gsd-review. Example: ["gemini","codex"]. May include configured review.reviewer_instances names. Explicit flags and --all override this setting.
review.max_prompt_tokens number|null null Default maximum estimated tokens for the assembled review prompt. When set, the prompt is deterministically trimmed before being sent to each reviewer. Per-reviewer overrides via review.max_prompt_tokens_per_reviewer take precedence. null = no trim (current behavior).
review.max_prompt_tokens_per_reviewer object {} Per-reviewer token budget overrides. Keys are reviewer slugs. Every declared reviewer lane accepts one (gemini, claude, codex, coderabbit, opencode, qwen, cursor, antigravity, kimi-code, ollama, lm_studio, llama_cpp). A lane's value of -1 (the default) is unset and inherits review.max_prompt_tokens; 0 disables trimming for that lane specifically; any other number is that lane's own budget.
review.parallel_lanes boolean false Dispatch independent reviewer lanes concurrently within a single /gsd-review pass. Default false keeps the sequential dispatch that protects against provider rate limits. Opt in only when your providers can accept concurrent requests. Convergence cycles stay sequential either way.
review.ollama_host string http://localhost:11434 Base URL of the Ollama server. Override when running Ollama on a non-default port or remote host: gsd config-set review.ollama_host http://192.168.1.10:11434
review.lm_studio_host string http://localhost:1234 Base URL of the LM Studio local server. Override when using a non-default port.
review.llama_cpp_host string http://localhost:8080 Base URL of the llama.cpp server (llama-server). Override when using a non-default port.

Prompt budgets for reviewer lanes

Every declared reviewer lane can be capped, most usefully the local model servers (Ollama, llama.cpp, LM Studio), which typically accept far fewer tokens than cloud APIs — but any CLI lane can be given a budget too. Setting review.max_prompt_tokens_per_reviewer (or the global review.max_prompt_tokens fallback, which every lane whose own key is unset inherits) triggers deterministic prompt trimming before the prompt is sent to that reviewer: CONTEXT is dropped first, then RESEARCH, then REQUIREMENTS; PROJECT.md is head-shrunk to the first 40 lines; PLANs are tail-truncated proportionally — instructions and roadmap are always preserved. When a reviewer is trimmed, a disclosure note is injected at the top of the prompt and trim metadata (budget, omitted sections, truncation percentage) is recorded in the REVIEWS.md frontmatter under trimmed_reviewers. If even the minimum review set (instructions + roadmap + plan stubs) exceeds the budget, the reviewer is skipped with a warning rather than sending a truncated prompt that would produce misleading feedback.

Example

{
  "review": {
    "models": {
      "gemini": "gemini-2.5-pro",
      "qwen": "qwen-max"
    }
  }
}

Falls back to each CLI's configured default when a key is absent. Added in v1.35.0 (#1849).


Manager Passthrough Flags

Configure per-step flags that /gsd-manager appends to each dispatched command. This allows customizing how the manager runs discuss, plan, and execute steps without manual flag entry.

Setting Type Default Description
manager.flags.discuss string (none) Flags appended to discuss-phase commands (e.g., "--auto")
manager.flags.plan string (none) Flags appended to plan-phase commands (e.g., "--skip-research")
manager.flags.execute string (none) Flags appended to execute-phase commands (e.g., "--cross-ai")

Example:

{
  "manager": {
    "flags": {
      "discuss": "--auto",
      "plan": "--skip-research",
      "execute": "--cross-ai"
    }
  }
}

Invalid flag tokens are sanitized and logged as warnings. Only recognized GSD flags are passed through.


Model Profiles

Profile Definitions

Agent quality balanced budget adaptive inherit
gsd-planner Opus Opus Sonnet Opus Inherit
gsd-roadmapper Opus Sonnet Sonnet Opus Inherit
gsd-executor Opus Sonnet Sonnet Sonnet Inherit
gsd-phase-researcher Opus Sonnet Haiku Sonnet Inherit
gsd-project-researcher Opus Sonnet Haiku Sonnet Inherit
gsd-research-synthesizer Sonnet Sonnet Haiku Haiku Inherit
gsd-debugger Opus Sonnet Sonnet Opus Inherit
gsd-codebase-mapper Sonnet Haiku Haiku Haiku Inherit
gsd-verifier Sonnet Sonnet Haiku Sonnet Inherit
gsd-plan-checker Sonnet Sonnet Haiku Haiku Inherit
gsd-integration-checker Sonnet Sonnet Haiku Haiku Inherit
gsd-nyquist-auditor Sonnet Sonnet Haiku Haiku Inherit
gsd-pattern-mapper Sonnet Sonnet Haiku Haiku Inherit
gsd-ui-researcher Opus Sonnet Haiku Sonnet Inherit
gsd-ui-checker Sonnet Sonnet Haiku Haiku Inherit
gsd-ui-auditor Sonnet Sonnet Haiku Haiku Inherit
gsd-doc-writer Opus Sonnet Haiku Sonnet Inherit
gsd-doc-verifier Sonnet Sonnet Haiku Haiku Inherit

All 33 shipped agents have explicit per-profile tier assignments in the catalog (gsd-core/bin/shared/model-catalog.json). The table above shows a representative subset of the most-used agents. For agents not listed here, model_overrides accepts any shipped agent name. The authoritative profile data is derived from gsd-core/bin/shared/model-catalog.json via src/model-catalog.cts.

Per-Agent Overrides

Override specific agents without changing the entire profile:

{
  "model_profile": "balanced",
  "model_overrides": {
    "gsd-executor": "opus",
    "gsd-planner": "haiku"
  }
}

Valid override values: opus, sonnet, haiku, inherit, or any fully-qualified model ID (e.g., "openai/o3", "google/gemini-2.5-pro").

model_overrides can be set in either .planning/config.json (per-project) or ~/.gsd/defaults.json (global). Per-project entries win on conflict and non-conflicting global entries are preserved, so you can tune a single agent's model in one repo without re-setting global defaults. This applies uniformly across Claude Code, Codex, OpenCode, Kilo, and the other supported runtimes. On Codex and OpenCode, the resolved model is embedded into each agent's static config at install time — spawn_agent and OpenCode's task interface do not accept an inline model parameter, so running gsd install <runtime> after editing model_overrides is required for the change to take effect. See issue #2256.

Per-Phase-Type Models (models) — added in v1.41

Express tuning at the phase level (planning, research, execution, verification) without learning the agent taxonomy. Added in #3023.

model_overrides is per-agent (precise but verbose; you have to know that gsd-codebase-mapper is research and gsd-doc-writer is execution). The models block lets you say "Opus for planning and execution, Sonnet for the rest" in two lines:

{
  "model_profile": "balanced",
  "models": {
    "planning": "opus",
    "discuss": "opus",
    "research": "sonnet",
    "execution": "opus",
    "verification": "sonnet",
    "completion": "sonnet"
  },
  "model_overrides": {
    "gsd-codebase-mapper": "haiku"
  }
}

Phase-type → agent mapping

Phase type Agents
planning gsd-planner, gsd-roadmapper, gsd-pattern-mapper
discuss gsd-assumptions-analyzer
research gsd-phase-researcher, gsd-project-researcher, gsd-research-synthesizer, gsd-codebase-mapper, gsd-ui-researcher
execution gsd-executor, gsd-debugger, gsd-doc-writer
verification gsd-verifier, gsd-plan-checker, gsd-integration-checker, gsd-nyquist-auditor, gsd-ui-checker, gsd-ui-auditor, gsd-doc-verifier, gsd-code-reviewer
completion (reserved — no subagent today)

discuss and completion are accepted by the schema for forward compatibility; setting them today is a no-op until a subagent maps to them.

Resolution precedence (highest → lowest)

1. model_overrides[<agent>]              ← per-agent; full IDs; targeted exception
2. dynamic_routing.tier_models[<tier>]   ← when enabled (see §Dynamic Routing)
3. models[<phase_type>]                  ← coarse phase-level tier (this section)
4. model_profile (per-agent col)         ← global tier strategy
5. Runtime default                       ← when nothing else applies

The five layers compose top-down: model_profile is the base tier, models[<phase_type>] overrides at the phase level, dynamic_routing (when enabled) escalates per-attempt on soft failure, model_overrides[<agent>] carves per-agent exceptions at the top, and the runtime default applies when nothing else does. In the example above, all five research agents resolve to sonnet except gsd-codebase-mapper, which the per-agent override pins to haiku. dynamic_routing is disabled by default — when off (enabled: false or block omitted), this section's behavior is unchanged from today.

Accepted values

models.<phase_type> accepts only tier aliases:

Value Effect
"opus" / "sonnet" / "haiku" Standard tier — runtime resolution maps to the active runtime's model for that tier
"inherit" Agents in this phase follow the session model (same semantics as model_profile: "inherit")

If you need a fully-qualified model ID ("openai/gpt-5", "google/gemini-2.5-pro"), use model_overrides per agent instead. models.* is intentionally tier-only so the runtime-aware mapping stays correct on Codex / OpenCode / Antigravity CLI installs.

When to use which

You want Use
One global tier strategy ("balanced everywhere") model_profile
Coarse phase-level tuning ("Opus for planning") models.<phase_type>
Per-agent precision ("force haiku on the codebase mapper") model_overrides[<agent>]
Full model ID for a specific agent model_overrides[<agent>]: "openai/gpt-5"

Mix freely — the precedence rule above resolves any overlap deterministically.

Validation

config-set rejects unknown phase-types:

$ gsd config-set models.deployment opus
Error: 'models.deployment' is not a valid config key

# Valid:
$ gsd config-set models.research sonnet

Direct edits to .planning/config.json are looser — the resolver simply ignores values it doesn't recognize and falls through to the profile tier — so a typo doesn't silently break tier resolution.

Dynamic Routing with Failure-Tier Escalation (dynamic_routing) — added in v1.41

Start cheap, escalate only when the agent fails the gate. Added in #3024.

dynamic_routing lets you pay for the cheap tier by default and only escalate to the more expensive tier when the orchestrator detects a soft failure (verification inconclusive, plan-check FLAG, etc.).

{
  "dynamic_routing": {
    "enabled": true,
    "tier_models": {
      "light":    "haiku",
      "standard": "sonnet",
      "heavy":    "opus"
    },
    "escalate_on_failure": true,
    "max_escalations": 1
  }
}

Agent default tiers

Each agent in MODEL_PROFILES declares one of three default tiers. The resolver picks tier_models[default_tier] for the first attempt.

Tier Agents Use case
light gsd-codebase-mapper, gsd-doc-classifier, gsd-doc-verifier, gsd-integration-checker, gsd-intel-updater, gsd-nyquist-auditor, gsd-pattern-mapper, gsd-plan-checker, gsd-research-synthesizer, gsd-ui-auditor, gsd-ui-checker Cheap/fast — pure mappers, scanners, low-stakes audits
standard gsd-advisor-researcher, gsd-ai-researcher, gsd-code-fixer, gsd-code-reviewer, gsd-doc-synthesizer, gsd-doc-writer, gsd-domain-researcher, gsd-eval-auditor, gsd-executor, gsd-phase-researcher, gsd-project-researcher, gsd-ui-researcher, gsd-verifier Default workhorse — research, writing, primary verification
heavy gsd-assumptions-analyzer, gsd-debug-session-manager, gsd-debugger, gsd-eval-planner, gsd-framework-selector, gsd-planner, gsd-roadmapper, gsd-security-auditor, gsd-user-profiler Deep reasoning — already at top, can't escalate further

Escalation flow

1. Orchestrator spawns agent → resolver returns tier_models[default_tier]
2. Soft failure?
   ├─ no → ✓ done (cheap path)
   └─ yes → orchestrator re-spawns at attempt+1
            → resolver returns tier_models[next_tier_up]
            → cap at max_escalations
3. Hard failure (exception/crash) → bypass escalation, surface immediately

If dynamic_routing.escalate_on_failure: false, soft failures do not advance the tier — every respawn keeps using tier_models[default_tier] regardless of the attempt counter. The kill-switch overrides the soft-failure branch above.

light → standard → heavy → heavy (heavy stays at heavy; can't go further).

Resolution precedence (highest → lowest)

  1. model_overrides[<agent>] — full IDs accepted; targeted exception
  2. dynamic_routing.tier_models[<tier>] (when enabled: true)
  3. models[<phase_type>] — coarse phase-level (#3023)
  4. model_profile — per-agent column from active profile
  5. Runtime default

The dynamic_routing block is disabled by default — enabled: false (or omitting the block) preserves today's static resolution exactly.

Settings

Key Type Default Description
dynamic_routing.enabled boolean false Master switch. When true, the dynamic-routing resolver is used for tier selection.
dynamic_routing.tier_models.light enum (none) Tier alias for the light tier. Typically haiku.
dynamic_routing.tier_models.standard enum (none) Tier alias for standard. Typically sonnet.
dynamic_routing.tier_models.heavy enum (none) Tier alias for heavy. Typically opus.
dynamic_routing.escalate_on_failure boolean true When false, escalation is disabled (every attempt uses the default tier).
dynamic_routing.max_escalations integer 1 Hard cap on retries per agent invocation. Prevents runaway loops. Also caps the provider ladder below.
dynamic_routing.provider_escalation string[] (none) Ordered fallback model IDs tried when a run dies on a provider quota / rate limit. Added in v1.43 (#2296)

Provider escalation on quota-exceeded — added in v1.43

The tier ladder above escalates within one provider. That does not help when the provider itself is what ran out: a heavier tier on the same throttled account is still throttled. provider_escalation is a separate, opt-in ladder for exactly that case.

{
  "dynamic_routing": {
    "enabled": true,
    "tier_models": { "light": "haiku", "standard": "sonnet", "heavy": "opus" },
    "provider_escalation": ["gpt-5", "nvidia/llama-3.3"],
    "max_escalations": 2
  }
}

When an executor dies and gsd-tools agent classify-failure classifies the error body as quota-exceeded, execute-phase re-resolves the model from this list instead of waiting for a quota reset, logs the switch (sonnet → gpt-5), and honors any Retry-After the provider sent. The ladder is capped at min(max_escalations, provider_escalation.length); once spent, GSD reports every model it tried and falls back to the manual recovery prompt rather than silently retrying the last one.

  • Opt-in. With no provider_escalation configured, quota failures keep today's manual wait-for-reset prompt exactly as before.
  • Quota only. Other failure classes (classify-handoff-bug, unknown-failure) never consult this ladder — they keep the tier ladder.
  • escalate_on_failure: false disables this ladder too.
  • Entries are opaque model IDs passed to the runtime. Blank and non-string entries are dropped; the surviving order is preserved.

When to use which

You want Use
One tier strategy across all agents model_profile
Coarse phase-level tuning models.<phase_type>
Per-agent precision (full IDs) model_overrides
Cheap-by-default, escalate only on failure dynamic_routing

dynamic_routing is structurally a cost lever: you pay Opus rates only for the hard cases that warrant Opus. Compose with model_overrides for per-agent exceptions (override always wins).


Effort Control (effort) — added in v1.42

Unified cross-provider effort knob. Added in #443.

Control the reasoning effort of agent invocations with a single config. The universal ladder is:

minimal < low < medium < high < xhigh < max

Effort is rendered per-runtime: output_config.effort for Claude (Claude Code subagent effort frontmatter / CLAUDE_CODE_EFFORT_LEVEL env), model_reasoning_effort for Codex (Responses API reasoning.effort), and variant for OpenCode (agent frontmatter).

OpenCode variant is opt-in (#3706). OpenCode resolves a variant name against the variants available for the agent's model — the built-in sets are provider-specific (Anthropic ships high and max; OpenAI the full ladder) and you can define your own in opencode.jsonc. GSD writes the key only when an effort block is actually configured; with no effort config the generated agent carries no variant line and OpenCode applies its own default.

Note that the gate is on effort being configured at all, not on the individual agent being named. Once any effort block exists, the usual cascade resolves a level for every agent — an agent_overrides entry for one agent still leaves the others resolving through routing_tier_defaults and the tier ladder — so every generated OpenCode agent gets a variant line, not only the one you named. Two levels are never written: inherit (which means "follow the host default", so the key is omitted) and any level outside OpenCode's supported set. Runtimes with no declared effort surface — Kilo among them — never receive the key at all.

effort sync maintains the key too, so changing effort config does not require a reinstall: it writes the newly resolved variant into each installed OpenCode agent, and removes the key when the agent resolves to inherit or to a level OpenCode does not accept — the same states under which install writes nothing.

Cross-provider clamping: minimal is Anthropic-unsupported — it clamps to low on Claude.

Codex effort is resolved per model, not per runtime (#3007). Codex advertises a supported_reasoning_levels set on each model and validates against it, so the same universal level can pass cleanly on one model and clamp on another. GSD therefore renders against the model's own advertised set:

Model Advertised levels
gpt-5.6-sol low, medium, high, xhigh, max, ultra
gpt-5.6-terra low, medium, high, xhigh, max
gpt-5.6-luna low, medium, high, xhigh, max
any other / unknown id low, medium, high, xhigh, max (family baseline)

Today every shipped Codex model advertises the same usable range, so the same effort resolves identically across gpt-5.6-sol, gpt-5.6-terra, and gpt-5.6-luna — ultra is sol's only differentiator, and GSD rejects it for every model regardless (see below), so no observable output currently differs by model. The table is per-model, not per-runtime, because Codex declares capability per model and the sets are free to diverge — the previous single per-runtime assumption is exactly what went stale and produced this change.

Three consequences:

  • max reaches Codex. It is no longer clamped to xhigh. Earlier GSD releases described max as Anthropic-only; that was accurate when written and Codex has since added it. If you set max for a Codex agent, your generated model_reasoning_effort now says max where it previously said xhigh.
  • minimal no longer reaches Codex. No Codex model advertises it, so it clamps up to low — the floor every model does advertise. GSD previously emitted minimal verbatim, which Codex rejects.
  • ultra is refused outright, and is not part of GSD's ladder. See below.

Every clamp is now visible. resolve-execution reports the level you asked for alongside the level actually rendered, so a downgrade is legible instead of silent. These are flat keys in the same result object as effort_rendered — there is no nested effort object:

{
  "effort_rendered":    "low",
  "effort_requested":   "minimal",
  "effort_clamped":     true,
  "effort_clamp_reason": "requested 'minimal' is not in gpt-5.6-luna's advertised reasoning levels; clamped up to its floor, 'low'."
}

Why ultra is rejected rather than clamped. Codex's own catalog describes ultra as "Maximum reasoning with automatic task delegation" — it is a mode switch, not a louder max. At ultra Codex enters proactive multi-agent mode and spawns sub-agents on its own initiative, which would run underneath GSD's orchestration rather than inside it (#2167). GSD refuses it for every model, including gpt-5.6-sol, which does advertise it. This is deliberately stricter than Codex requires: Codex only applies proactive mode to V2 sessions and never to spawned sub-agents, but GSD writes effort into generated agent files at install time and cannot know the session source of a future invocation. Clamping ultra down to max was rejected as an option — it would silently discard what you actually asked for.

The model-catalog's reasoning_effort per-tier hint is a legacy field kept for reference; effort is now config-driven.

Precedence (highest → lowest):

  1. Invocation override (e.g. --effort flag on resolve-execution)
  2. effort.agent_overrides[<agent-id>]
  3. effort.routing_tier_defaults[<light|standard|heavy>], merged per-tier over the built-in tier defaults (light: low, standard: high, heavy: xhigh) — a partial block fills its gaps from the built-ins instead of discarding them, and an invalid value falls back to that tier's built-in (#3531)
  4. effort.default
  5. "high" (Anthropic Opus 4.8 universal default)
{
  "effort": {
    "default": "high",
    "routing_tier_defaults": {
      "light":    "low",
      "standard": "high",
      "heavy":    "xhigh"
    },
    "agent_overrides": {
      "gsd-planner": "max"
    }
  }
}

Settings

Key Type Default Description
effort.default enum "high" Global fallback effort level. Applies when no tier or agent override matches.
effort.routing_tier_defaults.light enum "low" Effort for light-tier agents (fast mappers/scanners).
effort.routing_tier_defaults.standard enum "high" Effort for standard-tier agents (workhorse agents).
effort.routing_tier_defaults.heavy enum "xhigh" Effort for heavy-tier agents (deep reasoning).
effort.agent_overrides.<agent-id> enum (none) Per-agent effort override. Beats tier defaults.

Valid effort values: minimal, low, medium, high, xhigh, max, and inherit (#3533).

inherit means "follow the session/host default" — it is a declarable choice, not a level: at install time the agent's effort: frontmatter key (claude), model_reasoning_effort pin (Codex .toml), or variant: frontmatter key (OpenCode) is omitted for an agent resolving to inherit; effort sync treats an absent key as the correct in-sync state and strips a present one; no runtime ever receives the literal. An explicit inherit also never escalates on failed attempts — your choice outranks the automatic ladder.

Where you set inherit matters: every GSD agent has a routing tier, and the merged tier ladder (#3531) answers for tiered agents before effort.default is consulted — so a bare effort.default: "inherit" only affects agents without a catalog tier. To make tiered agents follow the session, set effort.routing_tier_defaults (per tier, or all three) or the agent's agent_overrides entry to "inherit". query resolve-execution shows both views.

query resolve-execution --json reports two effort views (#3534): effort is the resolved config-cascade value; effort_effective is what the installed agent will actually run at — read from the installed agent's effort: frontmatter for the claude runtime (effort_effective_source: "frontmatter"), reported as "inherit" when the key is absent ("frontmatter-absent" — the agent follows the session effort), and equal to the resolved value with source "resolved" when there is no install-time channel or no agent file to read. --pick effort still returns the resolved value.

Where effort actually reaches — added in v1.8.0

Effort resolved from the cascade above reaches a runtime through one of two channels.

Install-time. The value is baked into the artifacts the installer generates — the effort: frontmatter key on a Claude subagent, model_reasoning_effort in a generated Codex .toml. This is fixed at install and changes only on reinstall or sync.

Invocation-time. When GSD spawns another CLI as a subprocess — the cross-AI reviewers in /gsd-review — the effort is appended to that CLI's own command line. Whether a host can receive effort this way is a declared capability (effortSurface, ADR-1239), not an assumption:

Reviewer CLI Receives effort as
claude --effort <level>
opencode --variant <level>
codex -c model_reasoning_effort=<level>

A host whose documentation states no reasoning setting is left untouched — no flag is guessed, and GSD never writes into your own CLI's config file to set one. Levels a given CLI does not accept are clamped to its nearest supported value (minimal → low for Claude, max → xhigh for Codex), so a cross-provider value never produces an invalid argument.

Before this, a review run inherited whatever effort happened to be configured in your personal CLI config, which is why the same project could produce very different review times on two machines. Setting effort.default (or an agent/tier override) now controls review runs too.


Fast Mode (fast_mode) — added in v1.42

Per-agent fast_mode propagation knob. Added in #443.

Control whether fast_mode is propagated to agent invocations. Only accepts real booleans — string "true" is rejected.

Note: fast_mode is only propagatable via API runtimes (api speed:"fast"). Claude Code has no per-subagent fast-mode mechanism — /fast is session-level only, so emitting a fast_mode frontmatter key on a Claude subagent is a silent no-op. fast_mode_supported in resolve-execution output tells you if the configured runtime supports it.

Precedence (highest → lowest):

  1. Invocation override (e.g. --fast-mode flag on resolve-execution)
  2. fast_mode.agent_overrides[<agent-id>] (boolean)
  3. fast_mode.routing_tier_defaults[<light|standard|heavy>] (boolean)
  4. fast_mode.enabled (boolean)
  5. false
{
  "fast_mode": {
    "enabled": false,
    "routing_tier_defaults": {
      "light":    true,
      "standard": false,
      "heavy":    false
    },
    "agent_overrides": {}
  }
}

Settings

Key Type Default Description
fast_mode.enabled boolean false Global fast_mode flag. Only honored when no tier/agent override matches.
fast_mode.routing_tier_defaults.light boolean true Fast mode for light-tier agents.
fast_mode.routing_tier_defaults.standard boolean false Fast mode for standard-tier agents.
fast_mode.routing_tier_defaults.heavy boolean false Fast mode for heavy-tier agents.
fast_mode.agent_overrides.<agent-id> boolean (none) Per-agent fast_mode override.

Execution Query (resolve-execution)

Use node gsd-tools.cjs resolve-execution <agent-type> [--effort <level>] [--fast-mode <true|false>] [--attempt <n>] to get the full resolved execution context for an agent:

{
  "model":               "opus",
  "profile":             "balanced",
  "effort":              "xhigh",
  "effort_rendered":     "xhigh",
  "effort_param":        "output_config.effort",
  "effort_propagation":  "frontmatter",
  "effort_requested":    "xhigh",
  "effort_clamped":      false,
  "effort_clamp_reason": null,
  "fast_mode":           false,
  "fast_mode_supported": false
}

effort_param tells you which runtime parameter to set. effort_requested is the level you asked for (before any clamp); effort_rendered is what actually shipped. effort_clamped is true only when the two differ, and effort_clamp_reason explains why (null when unclamped). fast_mode_supported tells you whether the configured runtime supports per-agent fast_mode propagation.


Non-Claude Runtimes (Codex, OpenCode, Antigravity CLI, Kilo)

Codex CLI minimum supported version: 0.130.0 (issue #3562).

Codex CLI 0.130.0 (released 2026-05-08) removed extra-skills-roots discovery via openai/codex#21485. From this version forward, Codex CLI only scans ~/.codex/skills/<name>/SKILL.md, <project>/.codex/skills/, and registered plugin roots for invocable skills. GSD installs the $gsd-* surface as ~/.codex/skills/gsd-<name>/SKILL.md so commands resolve after a Codex restart. Earlier Codex CLI versions can show a duplicate listing (the legacy extra-roots scan plus the user-root copies) — restart Codex and either upgrade to ≥ 0.130.0 or accept the duplicates until you do.

When GSD is installed for a non-Claude runtime, the installer automatically sets resolve_model_ids: "omit" in ~/.gsd/defaults.json. This causes GSD to return an empty model parameter for all agents, so each agent uses whatever model the runtime is configured with. No additional setup is needed for the default case.

If you want different agents to use different models, use model_overrides with fully-qualified model IDs that your runtime recognizes:

{
  "resolve_model_ids": "omit",
  "model_overrides": {
    "gsd-planner": "o3",
    "gsd-executor": "o4-mini",
    "gsd-debugger": "o3",
    "gsd-codebase-mapper": "o4-mini"
  }
}

The intent is the same as the Claude profile tiers -- use a stronger model for planning and debugging (where reasoning quality matters most), and a cheaper model for execution and mapping (where the plan already contains the reasoning).

When to use which approach:

Scenario Setting Effect
Non-Claude runtime, single model resolve_model_ids: "omit" (installer default) All agents use the runtime's default model
Non-Claude runtime, tiered models resolve_model_ids: "omit" + model_overrides Named agents use specific models, others use runtime default
Claude Code with OpenRouter/local provider model_profile: "inherit" All agents follow the session model
Claude Code with OpenRouter, tiered model_profile: "inherit" + model_overrides Named agents use specific models, others inherit

resolve_model_ids values:

Value Behavior Use When
false (default) Returns Claude aliases (opus, sonnet, haiku) Claude Code with native Anthropic API
true Maps aliases to full Claude model IDs (claude-opus-4-8) Claude Code with API that requires full IDs
"omit" Returns empty string (runtime picks its default) Non-Claude runtimes (Codex, OpenCode, Antigravity CLI, Kilo)

The tier Field

node gsd-tools.cjs query resolve-model <agent> --pick tier returns the tier GSD resolved for that agent, independent of resolve_model_ids: opus | sonnet | haiku | fable | inherit | unknown. It is also emitted as a tier key in the command's full JSON output.

tier is computed above the resolve_model_ids: "omit" gate, so it stays meaningful exactly where model does not — every non-Claude install (blank under "omit") and any install where the runtime's tier map substitutes a name (e.g. gpt-5.6-luna for the haiku tier on Codex).

tier accounts for every step that can change which tier runs, including a model_policy preset — a preset resolves after the profile tier and can dispatch a different one, so model_policy: {provider: anthropic, budget: low} under a balanced profile reports haiku, not sonnet.

Honesty semantics: a model_overrides pin naming a known alias or a mappable full Claude id reports that alias; a pin to an unmappable raw model id reports unknown; a policy-resolved model that maps to no alias — including every non-Claude runtime, where the policy model is passed through verbatim — reports unknown rather than falling back to the profile tier; model_profile: inherit reports inherit; an agent with no catalog entry reports unknown. tier never guesses, so treat unknown and inherit as cannot tell, never as adequate.

One limit: a model_profile_overrides.<runtime>.<tier> entry that repoints a tier at another tier's model makes tier report the tier that was asked for, not the tier of the model that answers.

Runtime-Aware Profiles (#2517)

When runtime is set, profile tiers (opus/sonnet/haiku) resolve to runtime-native model IDs instead of Claude aliases. This lets a single shared .planning/config.json work cleanly across Claude and Codex.

resolve-model JSON output includes reasoning_effort when the runtime tier resolved for the agent (after phase-type overrides) defines a reasoning_effort. Runtime adapters may pass that value to child-agent launch calls that support it; runtimes without explicit support omit it.

Built-in tier maps:

Runtime opus sonnet haiku reasoning_effort
claude claude-opus-4-8 claude-sonnet-5 claude-haiku-4-5 (not used)
codex gpt-5.6-sol gpt-5.6-terra gpt-5.6-luna xhigh / medium / medium
qwen qwen3-max-2026-01-23 qwen3-coder-plus qwen3-coder-next (not used)
opencode anthropic/claude-opus-4-8 anthropic/claude-sonnet-5 anthropic/claude-haiku-4-5 (not used)
copilot claude-opus-4-8 claude-sonnet-5 claude-haiku-4-5 (not used)
hermes anthropic/claude-opus-4-8 anthropic/claude-sonnet-5 anthropic/claude-haiku-4-5 (not used)
kilo anthropic/claude-opus-4-8 anthropic/claude-sonnet-5 anthropic/claude-haiku-4-5 (not used)
pi claude-opus-4-8 claude-sonnet-5 claude-haiku-4-5 (not used)
Group B (cline, cursor, windsurf (alias: devin-desktop), augment, trae, codebuddy, antigravity) (no built-in default — your runtime handles model selection)

How these model IDs are sourced. The catalog (bin/shared/model-catalog.json) pins each runtime's tier defaults to that provider's current frontier IDs, and may intentionally carry forward-dated IDs ahead of a provider's public docs. To verify an ID is live before changing it, check the provider's own source/API — e.g. Codex: codex debug models or the OpenAI Codex models page; Qwen: Alibaba Model Studio model list. Only change an ID that the provider actually rejects — absence from documentation alone is not proof of invalidity.

Codex example — one config, tiered models, no large model_overrides block:

{
  "runtime": "codex",
  "model_profile": "balanced"
}

This resolves gsd-planner → gpt-5.6-sol (xhigh), gsd-executor → gpt-5.6-terra (medium), gsd-codebase-mapper → gpt-5.6-luna (medium). The Codex installer embeds model = "..." and model_reasoning_effort = "..." in each generated agent TOML.

Claude example — explicit opt-in resolves to full Claude IDs (no resolve_model_ids: true needed):

{
  "runtime": "claude",
  "model_profile": "quality"
}

Per-runtime overrides — replace one or more tier defaults:

{
  "runtime": "codex",
  "model_profile": "quality",
  "model_profile_overrides": {
    "codex": {
      "opus": "gpt-5-pro",
      "haiku": { "model": "gpt-5-nano", "reasoning_effort": "low" }
    }
  }
}

Precedence (highest to lowest):

  1. model_overrides[<agent>] — explicit per-agent ID always wins.
  2. Runtime-aware tier resolution (this section) — when runtime is set and profile is not inherit.
  3. resolve_model_ids: "omit" — returns empty string when no runtime is set.
  4. Claude-native default — model_profile tier as alias (current default).
  5. inherit — propagates literal inherit for Task(model="inherit") semantics.

Backwards compatibility. Setups without runtime set see zero behavior change — every existing config continues to work identically. Codex installs that auto-set resolve_model_ids: "omit" continue to omit the model field unless the user opts in by setting runtime: "codex".

Unknown runtimes. If runtime is set to a value with no built-in tier map and no model_profile_overrides[<runtime>], GSD falls back to the Claude-alias safe default rather than emit a model ID the runtime cannot accept. To support a new runtime, populate model_profile_overrides.<runtime>.{opus,sonnet,haiku} with valid IDs.

Profile Philosophy

Profile Philosophy When to Use
quality Opus for all decision-making, Sonnet for verification Quota available, critical architecture work
balanced Opus for planning only, Sonnet for everything else Normal development (default)
budget Sonnet for code-writing, Haiku for research/verification High-volume work, less critical phases
inherit All agents use current session model Dynamic model switching, non-Anthropic providers (OpenRouter, local models)

Model Policy Presets (model_policy) — Added in v1.42

#49 — provider-neutral model policy config surface. Resolves before legacy model_profile_overrides.

model_policy provides a simpler, provider-neutral way to configure model tiers across runtimes. It is the preferred surface for non-Anthropic runtimes where model_profile_overrides would require manually knowing the right model IDs. Configure it via /gsd-settings → Section 8 (Model Policy).

Known provider preset

Choose a provider and budget level via the settings workflow; GSD writes the canonical model IDs for that provider/budget combination:

{
  "runtime": "codex",
  "model_policy": {
    "provider": "openai",
    "budget": "medium",
    "high":   "gpt-5.6-sol",
    "medium": "gpt-5.6-terra",
    "low":    "gpt-5.6-luna"
  }
}

Known providers: openai, anthropic, anthropic-fable, google, qwen. Budget levels: high, medium, low. Use anthropic to keep the Opus 4.8-backed Claude preset, or anthropic-fable to opt into Claude Fable 5 for high-budget top-tier routing. On the default claude runtime, policy-resolved model IDs are mapped to Claude Code agent aliases (for example claude-fable-5 → fable); an ID with no corresponding Claude alias emits a warning and falls back to the configured tier.

For advanced per-runtime control, runtime_tiers accepts explicit entries using the internal profile tier names (opus, sonnet, haiku):

{
  "runtime": "codex",
  "model_policy": {
    "provider": "openai",
    "runtime_tiers": {
      "codex": {
        "opus":   { "model": "gpt-5.6-sol",        "reasoning_effort": "high" },
        "sonnet": { "model": "gpt-5.6-terra",     "reasoning_effort": "medium" },
        "haiku":  { "model": "gpt-5.6-luna",      "reasoning_effort": "low" }
      }
    }
  }
}

Generic provider (escape hatch)

Use provider: "generic" (or "custom") for OpenRouter, LiteLLM, local gateways, or any runtime where you supply exact model IDs. GSD treats model IDs as opaque strings — no prefix inference, no provider-specific defaults:

{
  "runtime": "opencode",
  "model_policy": {
    "provider": "generic",
    "high":   "openrouter/anthropic/claude-opus-4-5",
    "medium": "openrouter/anthropic/claude-sonnet-4-5",
    "low":    "openrouter/anthropic/claude-haiku-4-5"
  }
}

Reasoning effort gating

reasoning_effort within a runtime_tiers entry is forwarded only to runtimes that declare support for it (currently: codex). Any runtime not on the allowlist receives the tier entry without the reasoning_effort field — it is silently stripped, never leaked.

Precedence

model_policy resolution sits above model_profile_overrides in the resolver:

  1. model_overrides[<agent>] — per-agent explicit ID (highest)
  2. model_policy.runtime_tiers[<runtime>][<tier>] — explicit runtime/tier entry
  3. model_policy flat high/medium/low keys — for generic/custom provider
  4. model_profile_overrides[<runtime>][<tier>] — legacy per-runtime override
  5. Built-in runtime catalog default
  6. model_profile tier alias

Backwards compatibility. Configs without model_policy are unaffected. Existing model_profile_overrides blocks continue to work exactly as before.


Environment Variables

Variable Purpose
CLAUDE_CONFIG_DIR Override default config directory (~/.claude/)
GEMINI_API_KEY Detected by context monitor to switch hook event name
GSD_AUDIT Set to 1 to enable the dispatch audit file (.planning/.gsd-trace.jsonl)
GSD_AUDIT_ARGS Set to 1 to include command args in audit/error events (omitted by default)
GSD_PROJECT Override project root for multi-project workspace support (v1.32)
GSD_SKIP_SCHEMA_CHECK Skip schema drift detection during execute-phase (v1.31)
GSD_EXIT_CONTRACT Select the exit-code projection: v1 (default) or v2. See Exit-code contract below.
GSD_ALLOW_SYMLINKED_DEST Set to 1 (or true) to permit install/update when CLAUDE_CONFIG_DIR (or any artifact-kind child like skills/, hooks/) is an intentional, user-owned symlink pointing outside the install root. v1.7.x write-confinement (ADR-1239 Phase B) refuses such layouts by default to prevent untrusted destSubpath traversal. Opt in only if you manage configHome via symlinked external dirs, multi-account config layouts (~/.claude-personal, ~/.claude-team), or dotfiles-managed configHome (nix-darwin, etc.). Two refusals remain load-bearing even with opt-in: path-traversal in destSubpath (../../etc-style), and a symlink whose resolved target equals the install root itself (would let the prune pass wipe it).
WSL_DISTRO_NAME Detected by installer for WSL path handling

Exit-code contract (GSD_EXIT_CONTRACT)

Which integers GSD's commands exit with is versioned, so the meanings can be sharpened without breaking callers that already depend on today's numbers.

Version Behavior
v1 Default. Today's exit codes, unchanged.
v2 Codes come from the exit-code registry.

Select v2 either way — the flag wins when both are given:

GSD_EXIT_CONTRACT=v2 gsd-tools <command>
gsd-tools <command> --exit-contract=v2

An unrecognized value is rejected, not silently treated as v1. That is deliberate: a selector that quietly ignores what you asked for is the failure mode this contract exists to remove.

What actually differs today. Only one outcome: a command that ran to completion and is reporting a condition through its result payload rather than as a process failure. Under v1 that exits 0 — a long-standing contract across ~60 call sites, documented in json-errors.md, where a caller detects the condition by inspecting the payload rather than the exit code. Under v2 it exits a registered non-zero code instead. Pass or fail, and every other registered outcome, are identical under both.

Every registered code is non-zero, so a caller written if ! cmd; then behaves the same for success under either version and trips for everything else. Switching to v2 can turn a false green red; it cannot turn a red green.

v2 is opt-in now and becomes the default at the next major version. Rationale and the full band allocation are in ADR-3889.


Global Defaults

Save settings as global defaults for future projects:

Location: ~/.gsd/defaults.json

When /gsd-new-project creates a new config.json, it reads global defaults and merges them as the starting configuration. Per-project settings always override globals.

What a global file can and cannot set at runtime

Two different rules apply, and the difference is deliberate (#3532):

  • In a directory with no .planning/ at all, ~/.gsd/defaults.json is the active configuration — model resolution reads it directly.
  • In a real project (.planning/config.json present, even if empty), the global file is not read for model resolution — every model-side key it sets (model_profile, model_overrides, models, dynamic_routing, runtime, and the rest of the resolution set) is inert there. GSD prints a one-time stderr warning naming the shadowed keys when it detects this, instead of failing silently. To apply a global model setting to a project, put it in that project's .planning/config.json.
  • effort is the exception: the install-time effort channel always merges ~/.gsd/defaults.json with the project config (that is how effort sync works), so a global effort block keeps working in projects and does not trigger the warning.
  • The whole git.* namespace is project-scoped and never resolves from the global file, in either directory shape — not git.base_branch, not git.protected_branches, not git.branching_strategy or the branch templates. Branch policy is a property of the repository, not of the machine, so it is read only from that project's .planning/config.json. A git block in ~/.gsd/defaults.json still seeds new projects (/gsd-new-project copies globals into the new config.json), but it never takes effect at runtime on its own. It is outside the shadowed-key warning above, which covers the model-resolution set only.

Observability

The Command Routing Hub emits a structured DispatchEvent after every dispatch — including capability commands (graphify, intel, audit-uat, audit-open) since #1646. Default behaviour is silent on success and one structured JSON line to stderr on error.

Stderr error format

When a dispatch fails, one JSON line is emitted to stderr:

{ "kind": "HandlerFailure", "traceId": "...", "command": "plan", "timestamp": "...", "message": "..." }

The kind field matches one of the Hub's error variants: UnknownCommand, InvalidArgs, HandlerRefusal, or HandlerFailure. Args are omitted by default (privacy); see GSD_AUDIT_ARGS below.

Audit trail (opt-in)

Enable the append-only audit file to record every dispatch (success and error):

Via environment variable:

GSD_AUDIT=1 gsd plan

Via config (config.audit.enabled):

{
  "audit": {
    "enabled": true
  }
}

Audit file location: .planning/.gsd-trace.jsonl (gitignored)

Each line is a full DispatchEvent JSON object containing both traceId (a unique UUID v4 per dispatch) and parentTraceId (present when a caller passes req.parentTraceId into Hub.dispatch). A future init-composer (Phase 2) will wire parentTraceId automatically so that all child dispatches of a single top-level invocation share a common parent; until then, leaf dispatches emit parentTraceId: undefined. You can correlate child events to a parent by filtering the audit file on parentTraceId === <rootTraceId>. The file is append-only and never truncated; rotate or remove it manually when desired. parentTraceId must be a canonical UUID v4 (RFC 4122, format xxxxxxxx-xxxx-4xxx-[89ab]xxx-xxxxxxxxxxxx); values that do not match this format are silently dropped from the emitted event and will not appear in audit output.

Args redaction

By default, command args are omitted from all emitted events (both stderr errors and the audit file). To include args verbatim:

GSD_AUDIT_ARGS=1 GSD_AUDIT=1 gsd plan --tdd

GSD_AUDIT_ARGS applies to both the stderr error line and the audit file simultaneously.