Files
msd-core/docs/reference/state-md.md
Tom Boucher ddde001af6 enhance(#3873): the STATE.md schema — one owner, generated artifacts (#3880)
* test(#3873): failing-first locale parity, plus tripwires for what must not move

Pins ADR-3473 §8.8 at the artifact a reader actually sees. The English STATE.md
reference carries a Status lifecycle section that is missing from all four
translations — the section documenting the status enum whose clobbering is
#3853. The test derives the heading set rather than hard-coding the missing
one, and names the locale and the heading when it fails.

Two tripwires that must pass today and after. The field-drift guard still
catches a re-derived fallback ladder: §8.8 instructs deleting that script, and
that instruction rests on a wrong premise about what it guards, so the test
stops a future reader from deleting it on the ADR's word. And last_activity's
label resolution is pinned to what ships today, because it is declared in one
of the two tables this phase consolidates and not the other — the
consolidation must not silently pick a side.

The locale test buckets under docs rather than state, which is what it tests;
that bucket is allowlisted with justification rather than folded into an
unrelated docs suite. It reads only markdown, so it carries no allow-test-rule
marker — a marker there would suppress nothing and would grow the unverified
pool against its ceiling.

Refs #3873

* feat(#3873): one schema owns the STATE.md key set, three tables become projections

ADR-3473 §8.8. The key set was declared in four places that had to agree by
hand and already did not: FIELD_CLASSIFICATION, FRONTMATTER_BODY_SOURCE,
FRONTMATTER_KEY_TO_BODY_LABEL and buildStateFrontmatter's emit behavior. One
frozen null-prototype schema now declares each key's type, enum, cardinality,
source, preservation, body source, body label, accepted parse shapes and
whether it is emitted unconditionally; the three tables are derived from it at
module load.

The projections are byte-identical to the literals they replace, key order
included, and the parity tests compare against verbatim copies of today's
tables rather than re-deriving both sides from the schema — a parity test fed
from one source proves nothing, which is how a consolidation ships a changed
policy under a green test.

last_activity was the live disagreement: present in one table, absent from the
other. The schema declares what ships today rather than the tidier answer, and
a test pins it.

The schema is a leaf module and owns the four field-policy types, re-exported
from state-transition so existing importers are untouched — the same split
health-diagnostic-types made to break a CJS require cycle.

Refs #3873

* feat(#3873): generate the schema-derived regions, parity-check the prose tables

ADR-3473 §8.8's generator half. gen-state-md-docs.cjs owns marked regions in
the shipped template and all five reference docs, follows gen-features.cjs's
fail-closed contract, and is wired into regen:derived and lint:generated-sync.

The Status lifecycle section was missing from all four translations — the
section documenting the status enum behind #3853 — and is now generated into
every locale. Field cardinality is a new generated table: pure schema data,
no prose, so nothing to lose.

The Field-reference and Status-values tables are parity-CHECKED rather than
generated. Their Purpose, When-populated and Matched-text columns are
genuinely hand-translated per locale, and §8.8 itself says prose stays
hand-translated; generating them from an English registry would overwrite four
locales' translations on every write. The row set is checked against the schema
instead, so a key added to one and not the other fails, which is what field
drift actually means. Building that check found last_activity_desc
undocumented in all five tables.

Three keys the docs describe are absent from the schema — active_phase,
next_action, next_phases. They are grandfathered by name, not by wildcard, so a
fourth fails: a declared gap with a forcing function rather than a silent one.

Refs #3873

* fix(#3873): declare what the parsers do, and close the shape-parity gap

Two declarations in the new schema described intended behavior rather than
actual — the defect class this epic exists to end, committed inside the epic.
Both were caught by executing the parsers instead of reading their docstrings.

current_plan.acceptedShapes claimed ['N', 'N of M']. Standalone, the hybrid
shape errors; the path that looks like support is parseInt truncating '2 of 5'
to 2 and discarding the rest. Narrowed to ['N']. The parser is deliberately NOT
fixed here: that is #3784 and PR #3791 is already doing it. When #3791 lands
this row must widen, and the shape test will go red until it does — the schema
and the parser cannot drift apart quietly, which is what §8.8's checked-not-
generated rule is for.

STATUS_LIFECYCLE_ENUM claimed to be the closed set status can hold.
normalizeStateStatus passes unrecognized prose through unchanged, so it is not
closed at runtime. The seven members are the canonical values it maps onto; the
docstring now says that and the test asserts the real lenient contract.

Closes the acceptance item that a test asserts the parsers accept exactly the
declared shapes: the check is table-driven over every row carrying
acceptedShapes, guarded against passing vacuously on an empty set, and fails
loudly if a future row has no registered driver. Adds the unwired-label throw
and the fast-check property that every projection agrees with its schema row.

Refs #3873

* fix(#3873): keep the shipped template's frontmatter first, and make row 27 able to fail

The remote matrix caught 12 failures with one cause. Making the template's
frontmatter a generated region wrapped it in its own yaml fence ahead of the
markdown fence, so extractFileTemplate and readShippedStateTemplateBody — which
both match the single markdown block — found the heading first, not the
frontmatter. That breaks the contract every new project's STATE.md is created
from: bug #21 and epic #1969 B8 pin that the File Template block starts with
frontmatter and carries gsd_state_version.

The markers now sit inside the single markdown fence, so the fence opens before
the frontmatter and the region still ends ahead of the heading. Same layout as
before this phase, with markers embedded rather than a second fence.

Row 27 existed to catch exactly this and did not, because it was writer-seeded:
it asserted against the generator's own output shape, so it passed on the broken
template. It now parses the fence the way production does and was verified to
fail against the broken shape before being trusted against the fixed one. A test
that would not have caught the bug it exists to prevent is worse than no test.

The emitted-attribution failure was separate and the fragment was the wrong
remedy: gsd-core/templates/state.md self-attributes under a verbatim-copy
identity rule, so a diff touching it needs no acknowledgment. Fragment deleted
rather than left explaining nothing.

Refs #3873

* docs(#3873): how to change the STATE.md schema

The phase gate was right and my docs artifact was wrong. I listed
lint:generated-sync as the second enablement step, which is a verification
command dressed as one, and then claimed a one-step sequence owed no how-to.

The real sequence is build:lib then regen:derived, and the ordering is a trap:
the generator reads the COMPILED schema, so regenerating before building
regenerates against the previous schema and commits artifacts that look
plausible while disagreeing with the code just written. A reference table
cannot carry an ordering dependency; that is what the how-to test is for.

The page covers adding, changing and removing a key, every reason code the
check emits and what to do about each, what is generated versus hand-translated
and why the two prose-bearing tables are parity-checked instead of generated,
adding a language, and the three grandfathered keys. Indexed from docs/README.md.

Refs #3873

* chore(#3873): backfill changeset PR number

---------

Co-authored-by: sim <sim@local>
2026-08-26 01:57:47 -04:00

14 KiB
Raw Blame History

STATE.md schema reference

STATE.md is GSD Core's living project-memory file — a single Markdown document that records where a project stands, what happened last, and what to run next. This page documents its structure. See docs index.


Overview

Every project managed by GSD Core keeps one STATE.md at .planning/STATE.md. It is read at the start of every workflow and written after every significant action. The file combines:

  • YAML frontmatter — machine-readable fields consumed by the status-line hook (parseStateMd) and the gsd-tools state commands.
  • Markdown body — human-readable sections covering current position, accumulated context, session continuity, and performance metrics.

The file is intentionally small (target: under 100 lines). It is a digest of the project's state, not an archive.


YAML frontmatter

Frontmatter appears between --- delimiters at the very start of the file. All fields except gsd_state_version and status are optional; fields may be absent when their data is not yet available.

Annotated example

---
gsd_state_version: '1.0'
milestone: v2.0
milestone_name: Code Quality
status: executing

# Phase-lifecycle fields — all optional (added in v1.40.0, issue #2833)
active_phase: "4.5"
next_action: execute-phase
next_phases: ["4.5"]

progress:
  total_phases: 17
  completed_phases: 10
  total_plans: 84
  completed_plans: 47
  percent: 59

# Additional fields written by syncStateFrontmatter
current_phase: "4"
current_phase_name: Observability
current_plan: "3"
last_updated: "2026-06-01T12:34:56.789Z"
state_head: 4f3c2b1a9e8d7c6b5a4f3e2d1c0b9a8f7e6d5c4b
last_activity: "2026-06-01"
stopped_at: "Phase 4 P3 execution complete"
paused_at: null
---

Field reference

Field Type When populated Purpose
gsd_state_version string ('1.0') Always Schema version; written on first state.* call by syncStateFrontmatter.
milestone string (e.g. v2.0) When a milestone is configured Current milestone version, read from the project's config.
milestone_name string When a milestone is configured Human-readable milestone label (e.g. Code Quality).
status string Always Current lifecycle stage. Normalised by normalizeStateStatus() — see status values.
active_phase string (e.g. "4.5") An orchestrator command is in flight on this phase The phase number currently being processed. Set to null when between phases.
next_action string Idle, with a recommended command The slash command to run next: discuss-phase, plan-phase, execute-phase, or verify-phase. Set to null when an orchestrator is in flight or no recommendation is available.
next_phases YAML flow array (e.g. ["4.5"]) Goes with next_action The phase ID(s) the next_action applies to (typically 1–2 entries). Set to null under the same conditions as next_action.
progress.total_phases integer When phase data is available Total number of phases in the current milestone, derived from ROADMAP.md and the phases directory.
progress.completed_phases integer When phase data is available Number of phases that have all plan summaries on disk (i.e. every plan completed).
progress.total_plans integer When plan files exist Sum of all plan files across phases in the current milestone.
progress.completed_plans integer When summary files exist Sum of completed plan summaries (one SUMMARY.md per executed plan).
progress.percent integer 0–100 When progress data is available Milestone progress in the phase dimension (min(completed_plans/total_plans, completed_phases/total_phases)). The status-line progress bar is only rendered when this field is present — its absence suppresses the bar.
current_phase string When a phase is executing Phase number extracted from the body Current Phase: field.
current_phase_name string When a phase has a name Phase name extracted from the body Current Phase Name: field.
current_plan string When a plan is in progress Plan number extracted from the body Current Plan: field.
last_updated ISO-8601 timestamp Always (on write) Timestamp of the last syncStateFrontmatter call; written by realClock.nowIso().
state_head string (40-char sha) On write, when the project's own git repo resolves Full commit sha STATE.md was written against (#2573). Omitted entirely outside a git repo, when the resolved repo is not the project's own, or in a planning.sub_repos workspace — an unverifiable stamp degrades to absent rather than asserting provenance the file does not have. Recomputed on every write and never carried forward.
last_activity string When set in body Date of the last activity, extracted from the body Last Activity: field.
last_activity_desc string When set in body Description of the last activity, extracted from the body Last Activity Description: field.
stopped_at string When a stop point was recorded Description of the last completed action; scoped to the ## Session body section to avoid matching archive prose.
paused_at string When the project is paused Freeform description of the pause point; absent or null when not paused.

Field cardinality

Field Cardinality
gsd_state_version one
milestone optional
milestone_name optional
current_phase optional
current_phase_name optional
current_plan optional
status one
stopped_at optional
paused_at optional
last_updated one
last_activity optional
last_activity_desc optional
state_head optional
progress.total_phases optional
progress.completed_phases optional
progress.total_plans optional
progress.completed_plans optional
progress.percent optional

Known limitation — multi-repo workspaces. In a workspace configured with planning.sub_repos, the freshness hint reports unknown rather than a commit age, and state_head is omitted. The outer workspace can own both .planning/ and its own git repo while every code commit lands in a nested child repo, so the outer HEAD would not advance when the code does — measuring against it would report "known fresh" for a STATE.md that is arbitrarily far behind. Reporting unknown is deliberate: a wrong answer here is worse than no answer. Aggregating freshness across several child histories needs a defined semantics and is not part of this feature.

Status values

normalizeStateStatus() in gsd-core/bin/lib/state-document.cjs maps raw body text to these canonical values:

Canonical value Matched text (case-insensitive)
discussing contains discussing
planning contains planning or ready to plan
executing contains executing, in progress, or ready to execute
verifying contains verif
completed contains complete or done
paused contains paused or stopped, or paused_at is present
unknown none of the above

When an orchestrator command is in flight, the convention (issue #2833) is to write the lifecycle stage directly to status:

Command status while in flight
/gsd-discuss-phase discussing
/gsd-plan-phase planning
/gsd-execute-phase executing
/gsd-verify-work verifying

Status lifecycle (ADR-2207)

The Status field follows a strict lifecycle across phase and milestone boundaries:

Value Written by Meaning
Ready to plan completePhaseCore (non-last phase) Next phase is ready for planning
All phases complete completePhaseCore (last phase) All phases done; milestone awaiting formal close
<version> milestone complete milestoneCompleteCore Milestone formally closed and archived
Awaiting next milestone milestoneCompleteCore Terminal/archived state

Phase-completion verbs never write Milestone complete (the overloaded bare value was removed in #2204 per ADR-2207 to decouple phase-level writes from milestone termination).


Status-line rendering scenes

formatGsdState() in hooks/gsd-statusline.js reads the parsed frontmatter and emits the first matching scene. If no new lifecycle fields apply, rendering falls through to the original format byte-for-byte unchanged from v1.38.x.

Scene Trigger Display example
1. Phase active active_phase is populated v2.0 [██░░░░░░░░] 20% · Phase 4.5 executing
2. Idle, next recommended active_phase is null AND both next_action and next_phases are populated v2.0 [██░░░░░░░░] 20% · next execute-phase 4.5
3. Milestone complete percent is 100 OR completed_phases == total_phases v2.0 [██████████] 100% · milestone complete
4. Default fallback None of the above match v1.9 Code Quality · executing · ph 1/5 (existing format)

Scene priority: when both active_phase and next_action are populated, Scene 1 wins — an orchestrator is in flight, so a "next recommendation" would be misleading. This priority is enforced by check order in formatGsdState() and covered by the "scene priority" suite in tests/gsd-statusline.test.cjs.

The progress bar ([██░░░░░░░░] 20%) is appended to the milestone segment only when progress.percent is present in frontmatter; absent means no bar.


Frontmatter parsing constraints

The status-line hook uses regex-based parsing (no full YAML library), so the following constraints apply. They are tested in tests/gsd-statusline.test.cjs.

  1. Frontmatter must start at the very first character of the file. Anything — including comments — above the opening --- invalidates the match. The opening --- line must be exactly that, with no trailing spaces.

  2. Comments inside nested blocks are not supported. The progress: block parser requires the next line to be [ \t]+\w+:. Inserting a # comment between progress: and its first key breaks the match and the bar disappears. Any documentation belongs in the STATE.md body, not inside frontmatter blocks.

  3. next_phases primary format is single-line flow. The parser first tries next_phases: ["4.5", "4.6"]. Block sequences (- 4.5\n- 4.6) are also parsed but are less reliable for status-line rendering. Prefer single-line flow for next_phases to keep the regex-based parser predictable. If many candidate phases need recording for documentation purposes, store them in the STATE.md body.

If a future change replaces the regex parser with a full YAML library, these constraints can be relaxed and the tests updated accordingly.


Markdown body sections

The body (everything after the closing ---) follows the template in gsd-core/templates/state.md. The standard sections are:

Project Reference

Points to .planning/PROJECT.md. Contains:

  • Core value — the one-liner from PROJECT.md's Core Value section.
  • Current focus — which phase is active.

Current Position

Where the project stands right now:

Field Format
Phase: X of Y (Phase name)
Plan: A of B in current phase
Status: Free text, e.g. Ready to execute, Executing Phase 4, Phase complete — ready for verification
Last activity: ISO date (YYYY-MM-DD) when handler-written; narrative prose when executor-authored
Progress: Visual bar, e.g. [████░░░░░░] 40%

The Status: and Last activity: fields in this section are updated by GSD handlers when the existing value is a known template default (Knuth invariant: executor-authored values are preserved). The full list of known handler defaults is in KNOWN_TEMPLATE_DEFAULTS inside gsd-core/bin/lib/state-document.cjs.

Performance Metrics

Execution velocity tracking:

  • Total plans completed, average duration per plan.
  • Per-phase breakdown table (Phase | Plans | Total | Avg/Plan).
  • Recent trend: Improving / Stable / Degrading.

Updated after each plan completion.

Accumulated Context

Decisions — a summary of recent decisions affecting current work (full log lives in PROJECT.md). Added via gsd-tools state add-decision.

Pending Todos — count and reference to .planning/todos/pending/. Captured via /gsd-capture.

Blockers/Concerns — issues affecting future work, prefixed with the originating phase. Added via gsd-tools state add-blocker; resolved via gsd-tools state resolve-blocker.

Session Continuity

Enables instant session resumption:

  • Last session: — ISO-8601 timestamp of the last session.
  • Stopped at: — description of the last completed action.
  • Resume file: — path to a .continue-here*.md file if one exists, otherwise None.

Backward compatibility

The phase-lifecycle fields (active_phase, next_action, next_phases, and progress.percent for the bar) are additive and opt-in per project:

  • A STATE.md with none of the lifecycle fields populated renders byte-for-byte identically to v1.38.x and earlier.
  • Adding any lifecycle field is opt-in — the renderer degrades gracefully when fields are absent.
  • The progress bar is opt-in even when the progress block exists: only progress.percent triggers the bar; total_phases and completed_phases alone do not.

The formatGsdState #2833 backward compatibility test suite in tests/gsd-statusline.test.cjs locks this guarantee; any change that breaks legacy STATE.md rendering will fail the suite.