Files
msd-core/get-shit-done/workflows/milestone-summary.md
Tom Boucher 679243b09a fix: address review findings on milestone-summary PR
1. Add <success_criteria> section to command (pattern compliance)
2. Fix archived audit path: check .planning/milestones/ not .planning/
3. Add RESEARCH.md to command context block
4. Add empty phase handling (graceful skip to minimal summary)
5. Add overwrite guard for existing summary files
6. Add 7 new tests: overwrite guard, empty phases, audit paths,
   success_criteria, RESEARCH.md context, artifact path resolution

Tests: 18/18 milestone-summary, 1184/1184 full suite

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-21 16:31:13 -04:00

205 lines
6.5 KiB
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# Milestone Summary Workflow
Generate a comprehensive, human-friendly project summary from completed milestone artifacts.
Designed for team onboarding — a new contributor can read the output and understand the entire project.
---
## Step 1: Resolve Version
```bash
VERSION="$ARGUMENTS"
```
If `$ARGUMENTS` is empty:
1. Check `.planning/STATE.md` for current milestone version
2. Check `.planning/milestones/` for the latest archived version
3. If neither found, check if `.planning/ROADMAP.md` exists (project may be mid-milestone)
4. If nothing found: error "No milestone found. Run /gsd:new-project or /gsd:new-milestone first."
Set `VERSION` to the resolved version (e.g., "1.0").
## Step 2: Locate Artifacts
Determine whether the milestone is **archived** or **current**:
**Archived milestone** (`.planning/milestones/v{VERSION}-ROADMAP.md` exists):
```
ROADMAP_PATH=".planning/milestones/v${VERSION}-ROADMAP.md"
REQUIREMENTS_PATH=".planning/milestones/v${VERSION}-REQUIREMENTS.md"
AUDIT_PATH=".planning/milestones/v${VERSION}-MILESTONE-AUDIT.md"
```
**Current/in-progress milestone** (no archive yet):
```
ROADMAP_PATH=".planning/ROADMAP.md"
REQUIREMENTS_PATH=".planning/REQUIREMENTS.md"
AUDIT_PATH=".planning/v${VERSION}-MILESTONE-AUDIT.md"
```
Note: The audit file moves to `.planning/milestones/` on archive (per `complete-milestone` workflow). Check both locations as a fallback.
**Always available:**
```
PROJECT_PATH=".planning/PROJECT.md"
RETRO_PATH=".planning/RETROSPECTIVE.md"
STATE_PATH=".planning/STATE.md"
```
Read all files that exist. Missing files are fine — the summary adapts to what's available.
## Step 3: Discover Phase Artifacts
Find all phase directories:
```bash
gsd-tools.cjs init progress
```
This returns phase metadata. For each phase in the milestone scope:
- Read `{phase_dir}/{padded}-SUMMARY.md` if it exists — extract `one_liner`, `accomplishments`, `decisions`
- Read `{phase_dir}/{padded}-VERIFICATION.md` if it exists — extract status, gaps, deferred items
- Read `{phase_dir}/{padded}-CONTEXT.md` if it exists — extract key decisions from `<decisions>` section
- Read `{phase_dir}/{padded}-RESEARCH.md` if it exists — note what was researched
Track which phases have which artifacts.
**If no phase directories exist** (empty milestone or pre-build state): skip to Step 5 and generate a minimal summary noting "No phases have been executed yet." Do not error — the summary should still capture PROJECT.md and ROADMAP.md content.
## Step 4: Gather Git Statistics
```bash
# If milestone is tagged
git log v${VERSION} --oneline | wc -l
git diff --stat $(git log --format=%H --reverse v${VERSION} | head -1)..v${VERSION}
# If not tagged, use date range from STATE.md or earliest phase commit
git log --oneline --since="<milestone_start>" | wc -l
```
Extract:
- Total commits in milestone
- Files changed, insertions, deletions
- Timeline (start date → end date)
- Contributors (from git log authors)
## Step 5: Generate Summary Document
Write to `.planning/reports/MILESTONE_SUMMARY-v${VERSION}.md`:
```markdown
# Milestone v{VERSION} — Project Summary
**Generated:** {date}
**Purpose:** Team onboarding and project review
---
## 1. Project Overview
{From PROJECT.md: "What This Is", core value proposition, target users}
{If mid-milestone: note which phases are complete vs in-progress}
## 2. Architecture & Technical Decisions
{From CONTEXT.md files across phases: key technical choices}
{From SUMMARY.md decisions: patterns, libraries, frameworks chosen}
{From PROJECT.md: tech stack if documented}
Present as a bulleted list of decisions with brief rationale:
- **Decision:** {what was chosen}
- **Why:** {rationale from CONTEXT.md}
- **Phase:** {which phase made this decision}
## 3. Phases Delivered
| Phase | Name | Status | One-Liner |
|-------|------|--------|-----------|
{For each phase: number, name, status (complete/in-progress/planned), one_liner from SUMMARY.md}
## 4. Requirements Coverage
{From REQUIREMENTS.md: list each requirement with status}
- ✅ {Requirement met}
- ⚠️ {Requirement partially met — note gap}
- ❌ {Requirement not met — note reason}
{If MILESTONE-AUDIT.md exists: include audit verdict}
## 5. Key Decisions Log
{Aggregate from all CONTEXT.md <decisions> sections}
{Each decision with: ID, description, phase, rationale}
## 6. Tech Debt & Deferred Items
{From VERIFICATION.md files: gaps found, anti-patterns noted}
{From RETROSPECTIVE.md: lessons learned, what to improve}
{From CONTEXT.md <deferred> sections: ideas parked for later}
## 7. Getting Started
{Entry points for new contributors:}
- **Run the project:** {from PROJECT.md or SUMMARY.md}
- **Key directories:** {from codebase structure}
- **Tests:** {test command from PROJECT.md or CLAUDE.md}
- **Where to look first:** {main entry points, core modules}
---
## Stats
- **Timeline:** {start} → {end} ({duration})
- **Phases:** {count complete} / {count total}
- **Commits:** {count}
- **Files changed:** {count} (+{insertions} / -{deletions})
- **Contributors:** {list}
```
## Step 6: Write and Commit
**Overwrite guard:** If `.planning/reports/MILESTONE_SUMMARY-v${VERSION}.md` already exists, ask the user:
> "A milestone summary for v{VERSION} already exists. Overwrite it, or view the existing one?"
If "view": display existing file and skip to Step 8 (interactive mode). If "overwrite": proceed.
Create the reports directory if needed:
```bash
mkdir -p .planning/reports
```
Write the summary, then commit:
```bash
gsd-tools.cjs commit "docs(v${VERSION}): generate milestone summary for onboarding" \
--files ".planning/reports/MILESTONE_SUMMARY-v${VERSION}.md"
```
## Step 7: Present Summary
Display the full summary document inline.
## Step 8: Offer Interactive Mode
After presenting the summary:
> "Summary written to `.planning/reports/MILESTONE_SUMMARY-v{VERSION}.md`.
>
> I have full context from the build artifacts. Want to ask anything about the project?
> Architecture decisions, specific phases, requirements, tech debt — ask away."
If the user asks questions:
- Answer from the artifacts already loaded (CONTEXT.md, SUMMARY.md, VERIFICATION.md, etc.)
- Reference specific files and decisions
- Stay grounded in what was actually built (not speculation)
If the user is done:
- Suggest next steps: `/gsd:new-milestone`, `/gsd:progress`, or sharing the summary with the team
## Step 9: Update STATE.md
```bash
gsd-tools.cjs state record-session \
--stopped-at "Milestone v${VERSION} summary generated" \
--resume-file ".planning/reports/MILESTONE_SUMMARY-v${VERSION}.md"
```