@sienklogic/plan-build-run 2.1.0 → 2.1.1

package/plugins/codex-pbr/skills/milestone/SKILL.md

@@ -0,0 +1,637 @@
+---
+name: milestone
+description: "Manage milestones: new, complete, audit, gaps."
+---
+<!-- markdownlint-disable MD012 MD046 -->
+
+**STOP — DO NOT READ THIS FILE. You are already reading it. This prompt was injected into your context by Claude Code's plugin system. Using the Read tool on this SKILL.md file wastes ~7,600 tokens. Begin executing Step 1 immediately.**
+
+## Step 0 — Immediate Output
+
+**Before ANY tool calls**, display this banner:
+
+```
+╔══════════════════════════════════════════════════════════════╗
+║  PLAN-BUILD-RUN ► MILESTONE                                  ║
+╚══════════════════════════════════════════════════════════════╝
+```
+
+Then proceed to Step 1.
+
+# $pbr-milestone — Milestone Management
+
+You are running the **milestone** skill. Milestones represent significant project checkpoints — a set of phases that together deliver a cohesive chunk of functionality. This skill handles the full milestone lifecycle: creation, completion, auditing, and gap analysis.
+
+This skill runs **inline** for most subcommands, but spawns agents for `audit`.
+
+## References
+
+- `references/questioning.md` — Questioning patterns for milestone review decisions
+- `references/ui-brand.md` — Status symbols, banners, milestone celebration format
+
+---
+
+## Context Budget
+
+Reference: `skills/shared/context-budget.md` for the universal orchestrator rules.
+
+Additionally for this skill:
+- **Never** perform integration checks yourself — delegate to the integration-checker subagent
+- **Minimize** reading audit and verification outputs — read only frontmatter and status fields
+- **Delegate** all cross-phase integration analysis to the integration-checker subagent
+
+---
+
+## Multi-Session Sync
+
+Before any phase-modifying operations (archiving phases, updating ROADMAP.md/STATE.md/PROJECT.md), acquire a claim:
+
+```
+acquireClaim(planningDir, sessionId)
+```
+
+If the claim fails (another session owns this project), display: "Another session owns this project. Use `$pbr-progress` to see active claims."
+
+On completion or error (including all exit paths), release the claim:
+
+```
+releaseClaim(planningDir, sessionId)
+```
+
+## Core Principle
+
+**Milestones are the rhythm of the project.** They force you to step back, verify everything works together, and create a clean snapshot before moving on. Never skip the audit — integration issues hide at milestone boundaries.
+
+---
+
+## Argument Parsing
+
+Parse `$ARGUMENTS` for the subcommand and optional version:
+
+```
+$ARGUMENTS format: {subcommand} [{version/name}]
+
+Examples:
+  "new"              → subcommand=new, arg=none
+  "new User Auth"    → subcommand=new, arg="User Auth"
+  "complete v1.0"    → subcommand=complete, arg="v1.0"
+  "complete 1.0"     → subcommand=complete, arg="v1.0" (auto-prefix v)
+  "preview v1.0"     → subcommand=preview, arg="v1.0"
+  "audit v1.0"       → subcommand=audit, arg="v1.0"
+  "audit"            → subcommand=audit, arg=current milestone
+  "gaps"             → subcommand=gaps, arg=most recent audit
+```
+
+**If no subcommand recognized:** Show usage:
+```
+Usage: $pbr-milestone <subcommand> [version]
+
+Subcommands:
+  new [name]       — Start a new milestone cycle
+  complete [ver]   — Archive completed milestone
+  preview [ver]    — Dry-run of complete (show what would happen)
+  audit [ver]      — Verify milestone completion
+  gaps             — Create phases to close audit gaps
+```
+
+---
+
+## Subcommand: `new`
+
+Start a new milestone cycle with new phases.
+
+### Flow
+
+1. **Read current state:**
+   - Read ROADMAP.md to see existing phases
+   - Read STATE.md for current position
+   - Read PROJECT.md if it exists (milestone history)
+
+2. **Get milestone details** via AskUserQuestion:
+   - "What's the name/goal for this new milestone?"
+   - "What are the major features or capabilities it should deliver?"
+   - If the user provided a name in `$ARGUMENTS`, use it and skip the name question
+
+3. **Determine phase numbering:**
+   - Find the highest phase number in the current ROADMAP.md
+   - New phases start at highest + 1
+   - Example: if phases 1-5 exist, new milestone starts at phase 6
+
+4. **Mini roadmap session:**
+   Run a condensed version of the `$pbr-new-project` questioning flow:
+
+   a. Ask about major components needed (via AskUserQuestion):
+      - "What are the 2-5 major areas of work for this milestone?"
+
+   b. For each area, ask:
+      - "Any specific requirements or constraints for {area}?"
+
+   c. Generate phases from the areas:
+      - Each major area becomes a phase
+      - Order by dependency (foundations first)
+      - Include brief description and success criteria
+
+5. **Update ROADMAP.md:**
+   Append new milestone section:
+
+   ```markdown
+   ---
+
+   ## Milestone: {name}
+
+   **Goal:** {goal statement}
+   **Phases:** {start_num} - {end_num}
+
+   ### Phase {N}: {name}
+   **Goal:** {goal}
+   **Requirements:** {list}
+   **Success criteria:** {criteria}
+   **Depends on:** {prior phases}
+
+   ### Phase {N+1}: {name}
+   ...
+   ```
+
+6. **Create phase directories:**
+   For each new phase:
+   ```
+   .planning/phases/{NN}-{slug}/
+   ```
+
+7. **Update PROJECT.md** (create if needed):
+   Add milestone to the active milestones list:
+
+   ```markdown
+   ## Active Milestones
+
+   ### {name}
+   - **Phases:** {start} - {end}
+   - **Created:** {date}
+   - **Status:** In progress
+   ```
+
+**CRITICAL (no hook) -- DO NOT SKIP: Update STATE.md frontmatter AND body with new milestone info.**
+
+8. **Update STATE.md:**
+   - Set current phase to the first new phase
+   - Update milestone info
+
+9. **Commit** if `planning.commit_docs: true`:
+   ```
+   docs(planning): start milestone "{name}" (phases {start}-{end})
+   ```
+
+10. **Confirm** with branded output — read `${CLAUDE_SKILL_DIR}/templates/new-output.md.tmpl` and fill in `{name}` (milestone name), `{count}` (phase count), `{N}` (first phase number).
+
+---
+
+## Subcommand: `preview`
+
+Dry-run of milestone completion — shows what would happen without making any changes.
+
+### Flow
+
+1. **Determine version:**
+   - Same logic as `complete`: use `$ARGUMENTS` or ask via AskUserQuestion
+
+2. **Identify milestone phases:**
+   - Read ROADMAP.md to find phases belonging to this milestone
+   - List each phase with its current status (from STATE.md or VERIFICATION.md)
+
+3. **Verification status check:**
+   - For each milestone phase, check if VERIFICATION.md exists and its `result` frontmatter
+   - Flag phases that are unverified or have stale verification (SUMMARY.md newer than VERIFICATION.md)
+
+4. **Preview archive structure:**
+   - Show what the archive directory would look like:
+     ```
+     .planning/milestones/v{version}/
+     ├── ROADMAP.md (snapshot)
+     ├── STATS.md (would be generated)
+     ├── REQUIREMENTS.md (snapshot)
+     └── phases/
+         ├── {NN}-{slug}/ (moved from .planning/phases/)
+         │   ├── PLAN-01.md
+         │   ├── SUMMARY.md
+         │   └── VERIFICATION.md
+         └── ...
+     ```
+
+5. **Show what would change:**
+   - Which phase directories would be moved
+   - What ROADMAP.md section would be collapsed
+   - What STATE.md updates would occur
+   - What git tag would be created
+
+6. **Display summary:**
+   ```
+   ╔══════════════════════════════════════════════════════════════╗
+   ║  PLAN-BUILD-RUN ► MILESTONE PREVIEW — v{version}             ║
+   ╚══════════════════════════════════════════════════════════════╝
+
+   Phases to archive: {count}
+   ✓ Verified: {verified_count}
+   ⚠ Unverified: {unverified_count}
+   ⚠ Stale verification: {stale_count}
+
+   Archive location: .planning/milestones/v{version}/
+   Git tag: v{version}
+
+   Ready to complete? Run: $pbr-complete-milestone v{version}
+   ```
+
+**CRITICAL (no hook)**: This subcommand is READ-ONLY. Do not create directories, move files, modify STATE.md, modify ROADMAP.md, or create git tags. Only read and display.
+
+---
+
+## Subcommand: `complete`
+
+Archive a completed milestone and prepare for the next one.
+
+### Flow
+
+1. **Determine version:**
+   - If provided in `$ARGUMENTS`: use it (auto-prefix `v` if missing)
+   - If not provided: ask via AskUserQuestion: "What version number for this milestone? (e.g., v1.0)"
+
+2. **Verify all phases are complete:**
+   - Read ROADMAP.md to find milestone phases
+   - For each phase, check for VERIFICATION.md
+   - If any phase lacks VERIFICATION.md:
+
+     Present the warning context:
+       Unverified phases:
+       - Phase {N}: {name}
+       - Phase {M}: {name}
+
+     Use AskUserQuestion (pattern: yes-no from `skills/shared/gate-prompts.md`):
+       question: "{count} phases haven't been verified. Continue with milestone completion?"
+       header: "Unverified"
+       options:
+         - label: "Continue anyway"  description: "Proceed despite unverified phases (not recommended)"
+         - label: "Stop and review"  description: "Run $pbr-verify-work for unverified phases first"
+     - If "Stop and review" or "Other": stop and suggest the review commands for each unverified phase
+     - If "Continue anyway": proceed with warning noted
+
+   **Timestamp freshness check:**
+   For each phase that has a VERIFICATION.md, compare its `checked_at` frontmatter timestamp against the most recent SUMMARY.md file modification date in that phase directory (use `ls -t` or file stats).
+   If any SUMMARY.md is newer than its VERIFICATION.md `checked_at`:
+   - Warn: "Phase {N} ({name}) was modified after verification. The VERIFICATION.md may not reflect the current code state."
+   - List affected phases with their freshness details
+
+   Use AskUserQuestion (pattern: stale-continue from `skills/shared/gate-prompts.md`):
+     question: "{count} phases were modified after verification. Re-verify or continue?"
+     header: "Stale"
+     options:
+       - label: "Re-verify"        description: "Run $pbr-verify-work for affected phases (recommended)"
+       - label: "Continue anyway"   description: "Proceed with potentially outdated verification"
+   - If "Re-verify" or "Other": suggest the review commands for affected phases and stop
+   - If "Continue anyway": proceed with warning noted
+
+3. **Gather milestone stats:**
+
+   ```bash
+   # Get commit range for this milestone's phases
+   git log --oneline --since="{milestone start date}" --until="now"
+
+   # Count files changed
+   git diff --stat {first_milestone_commit}..HEAD
+   ```
+
+   Collect:
+   - Total commits in milestone
+   - Total files changed
+   - Lines added / removed
+   - Duration (start date to now)
+   - Number of phases completed
+   - Number of plans executed
+   - Number of quick tasks
+
+4. **Extract accomplishments:**
+   Read all SUMMARY.md files for milestone phases:
+   - Collect `provides` fields (what was built)
+   - Collect `key_decisions` fields
+   - Collect `patterns` fields
+   - Collect `tech_stack` union
+
+5. **Archive milestone documents:**
+
+   **CRITICAL (no hook): Pre-flight safety checks BEFORE archiving. Do NOT skip this step.**
+
+   Before creating or moving anything, verify the destination is safe:
+   - Check if `.planning/milestones/{version}/` already exists
+   - If it exists AND contains files (phases/, STATS.md, etc.), STOP and display:
+     ```
+     ╔══════════════════════════════════════════════════════════════╗
+     ║  ERROR                                                       ║
+     ╚══════════════════════════════════════════════════════════════╝
+
+     Archive destination `.planning/milestones/{version}/` already contains files.
+     Completing this milestone would overwrite the existing archive.
+
+     **To fix:** Run `$pbr-health` or manually inspect `.planning/milestones/{version}/`.
+     Use a different version number (e.g., {version}.1) or remove the existing archive first.
+     ```
+     Ask the user via AskUserQuestion whether to use a different version or abort.
+   - Verify each source phase directory exists before attempting to move it
+   - If any source phase directory is missing, warn but continue with the phases that do exist
+
+   **CRITICAL (no hook): Create the archive directory .planning/milestones/{version}/ NOW. Do NOT skip this step.**
+
+   Create a versioned archive directory and move phase directories into it:
+   - `.planning/milestones/{version}/ROADMAP.md` — snapshot of ROADMAP.md at completion
+   - `.planning/milestones/{version}/REQUIREMENTS.md` — **CRITICAL (no hook): Copy REQUIREMENTS.md to archive NOW. Do NOT skip this step.** Snapshot of REQUIREMENTS.md
+   - `.planning/milestones/{version}/STATS.md` — milestone statistics
+   - `.planning/milestones/{version}/phases/{NN}-{slug}/` — move each milestone phase directory from `.planning/phases/` into the archive
+
+   **CRITICAL (no hook): Move phase directories from .planning/phases/ to archive NOW. Do NOT skip this step.**
+
+   **Move phases:** For each phase belonging to this milestone, move (not copy) its directory from `.planning/phases/{NN}-{slug}/` to `.planning/milestones/{version}/phases/{NN}-{slug}/`. This keeps the active phases directory clean for the next milestone.
+
+   **CRITICAL (no hook): Write STATS.md to .planning/milestones/{version}/STATS.md NOW. Do NOT skip this step.**
+
+   **Stats file content:**
+
+   Read `${CLAUDE_SKILL_DIR}/templates/stats-file.md.tmpl` for the stats file format. Fill in all `{variable}` placeholders with actual data gathered in Steps 3-4.
+
+6. **Update PROJECT.md:**
+   - Move milestone from "Active" to "Completed"
+   - Add completion date and version tag
+
+   ```markdown
+   ## Completed Milestones
+
+   ### {name} ({version})
+   - **Completed:** {date}
+   - **Phases:** {start} - {end}
+   - **Key deliverables:** {summary}
+   ```
+
+   - Move validated requirements from active to completed section
+
+**CRITICAL (no hook): Update ROADMAP.md with collapsed milestone section NOW. Do NOT skip this step.**
+
+7. **Collapse completed phases in ROADMAP.md:**
+   Replace detailed phase entries with collapsed summaries:
+
+   ```markdown
+   ## Milestone: {name} ({version}) -- COMPLETED
+
+   Phases {start}-{end} completed on {date}. See `.planning/milestones/{version}/ROADMAP.md` for details.
+
+   | Phase | Status |
+   |-------|--------|
+   | {N}. {name} | Completed |
+   | {N+1}. {name} | Completed |
+   ```
+
+**CRITICAL (no hook): Update STATE.md to mark milestone as complete NOW. Do NOT skip this step.**
+
+7b. **Update STATE.md:**
+   - Update `.planning/STATE.md` to mark the milestone as complete
+   - Clear the current milestone field or set status to "completed"
+   - Update last activity timestamp
+   - Record the milestone version in the history/completed section
+
+7c. **Append history to STATE.md:**
+   - Use `historyAppend()` (via `pbr-tools.js history append`) to write a milestone completion record to STATE.md ## History section:
+     ```bash
+     node ${PLUGIN_ROOT}/scripts/pbr-tools.js history append milestone "Milestone {version} Completed" "Milestone: {name}\nPhases: {start} - {end}\nDuration: {duration} days\nKey deliverables: {summary from Step 4}"
+     ```
+   - This writes to STATE.md ## History section (not a separate HISTORY.md file)
+
+7d. **Aggregate learnings from milestone phases:**
+
+**CRITICAL (no hook): Run learnings aggregation NOW. Do NOT skip this step.**
+
+```bash
+node ${PLUGIN_ROOT}/scripts/milestone-learnings.js .planning/milestones/{version} --project {project-name-from-STATE.md}
+```
+
+- If the script outputs an error, log it but do NOT abort milestone completion — learnings aggregation is advisory.
+- Display the aggregation summary line to the user (e.g., "Learnings aggregated: 12 new, 3 updated, 0 errors").
+- After aggregation, check for triggered deferral thresholds:
+
+```bash
+node ${PLUGIN_ROOT}/scripts/pbr-tools.js learnings check-thresholds
+```
+
+If any thresholds are triggered, display each as a notification:
+
+```
+Note: Learnings threshold met — {key}: {trigger}. Consider implementing the deferred feature.
+```
+
+8. **Git tag:**
+   ```bash
+   git tag -a {version} -m "Milestone: {name}"
+   ```
+
+9. **Commit:**
+   ```bash
+   git add .planning/milestones/ .planning/phases/ .planning/ROADMAP.md .planning/PROJECT.md .planning/STATE.md
+   git commit -m "docs(planning): complete milestone {version}"
+   ```
+
+9b. **Push milestone to remote:**
+
+Use AskUserQuestion to ask the user how they want to publish the milestone:
+
+```
+question: "How should this milestone be published to GitHub?"
+header: "Publish"
+options:
+  - label: "Push tag + commits"    description: "Push the v{version} tag and any unpushed commits to origin"
+  - label: "Skip for now"          description: "Keep everything local — push later manually"
+```
+
+- If "Push tag + commits": run `git push origin main --follow-tags` to push both commits and the annotated tag in one command. Display success or error.
+- If "Skip for now": display reminder: "Tag v{version} is local only. Push when ready: `git push origin main --follow-tags`"
+- If "Other": follow user instructions (e.g., create a PR, push to a different branch, etc.)
+
+### Post-Completion Smoke Test
+
+If `config.deployment.smoke_test_command` is set and non-empty:
+
+1. Run the command via Bash
+2. If exit code 0: display "Smoke test passed" with command output
+3. If exit code non-zero: display advisory warning:
+
+   ```
+   ⚠ Smoke test failed (exit code {N})
+   Command: {smoke_test_command}
+   Output: {first 20 lines of output}
+   ```
+
+   This is advisory only — the milestone is already archived. Surface it as a potential issue for the user to investigate.
+
+10. **Confirm** with branded output — read `${CLAUDE_SKILL_DIR}/templates/complete-output.md.tmpl` and fill in `{version}`, `{count}` (phases, plans, commits), `{lines}`, `{duration}`.
+
+---
+
+## Subcommand: `audit`
+
+Verify milestone completion with cross-phase integration checks.
+
+### Flow
+
+1. **Determine target:**
+   - If version provided: audit that specific milestone
+   - If no version: audit the current milestone (most recent active)
+
+2. **Read all VERIFICATION.md files** for milestone phases:
+   - Collect verification results
+   - Note any `gaps_found` statuses
+   - Note any phases without verification
+
+3. **Spawn integration checker:**
+
+   Display to the user: `◆ Spawning integration checker...`
+
+   Spawn `Task(subagent_type: "pbr:integration-checker")`. Read `${CLAUDE_SKILL_DIR}/templates/integration-checker-prompt.md.tmpl`, fill in `{version or "current"}`, `{list of phase directories}`, and `{phase SUMMARY.md paths}`, then use the filled template as the Task() prompt.
+
+4. **Check integration-checker completion:**
+
+   After the integration-checker completes, check for `## INTEGRATION CHECK COMPLETE` in the Task() output. If the marker is absent, warn: `⚠ Integration checker did not return completion marker — results may be incomplete.` Proceed with whatever findings were returned but note the incomplete status in the audit report.
+
+5. **Check requirements coverage:**
+   - Read REQUIREMENTS.md
+   - For each requirement tagged for this milestone:
+     - Search VERIFICATION.md files for coverage
+     - Search SUMMARY.md `provides` fields
+     - Flag uncovered requirements
+
+6. **Write audit report:**
+
+   Create `.planning/{version}-MILESTONE-AUDIT.md` using the template:
+
+   Read `${CLAUDE_SKILL_DIR}/templates/audit-report.md.tmpl` for the audit report format. Fill in all `{variable}` placeholders with actual data from the audit.
+
+   **Spot-check:** After writing, verify `.planning/{version}-MILESTONE-AUDIT.md` exists on disk using Glob. If missing, re-attempt the write. If still missing, display an error and include findings inline.
+
+7. **Report to user** using branded banners — read `${CLAUDE_SKILL_DIR}/templates/audit-output.md.tmpl`. The template contains all 3 variants (PASSED, GAPS FOUND, TECH DEBT). Select the appropriate section based on audit result. Fill in `{version}`, `{count}`, `{gap 1}`, `{gap 2}` as applicable.
+
+---
+
+## Subcommand: `gaps`
+
+Create phases to close gaps found during an audit.
+
+### Flow
+
+1. **Find most recent audit:**
+   - Search for `*-MILESTONE-AUDIT.md` in `.planning/`
+   - If multiple, use the most recent
+   - If none: "No audit found. Run `$pbr-audit-milestone` first."
+
+2. **Read audit report:**
+   - Extract all gaps and tech debt items
+   - Parse severity levels
+
+3. **Prioritize gaps:**
+
+   Group by priority:
+   - **Must fix** (critical/high): Blocking issues, broken integration, uncovered requirements
+   - **Should fix** (medium): Non-critical integration issues, important tech debt
+   - **Nice to fix** (low): Minor tech debt, optimization opportunities
+
+4. **Present to user:**
+
+   ```
+   Gaps from milestone audit:
+
+   Must fix ({count}):
+   - {gap}: {description}
+
+   Should fix ({count}):
+   - {gap}: {description}
+
+   Nice to fix ({count}):
+   - {gap}: {description}
+
+   Use AskUserQuestion (pattern: multi-option-priority from `skills/shared/gate-prompts.md`):
+     question: "Which gaps should we address? ({must_count} must-fix, {should_count} should-fix, {nice_count} nice-to-fix)"
+     header: "Priority"
+     options:
+       - label: "Must-fix only"    description: "Address {must_count} critical/high gaps"
+       - label: "Must + should"    description: "Address {must_count + should_count} critical through medium gaps"
+       - label: "Everything"       description: "Address all {total_count} gaps including low priority"
+       - label: "Let me pick"      description: "Choose specific gaps to address"
+   - If "Must-fix only": filter to must-fix gaps for phase creation
+   - If "Must + should": filter to must-fix + should-fix gaps
+   - If "Everything": include all gaps
+   - If "Let me pick" or "Other": present individual gaps for selection
+
+5. **Group into logical phases:**
+   - Group related gaps together (same subsystem, same files)
+   - Each group becomes a phase
+   - Name phases descriptively: "{N+1}. Fix {area} integration" or "{N+1}. Address {component} gaps"
+
+6. **Update ROADMAP.md:**
+   Add gap-closure phases after the current milestone phases:
+
+   ```markdown
+   ### Phase {N}: Fix {area} (gap closure)
+   **Goal:** Address gaps found in milestone audit
+   **Gaps addressed:**
+   - {gap 1}
+   - {gap 2}
+   **Success criteria:** All addressed gaps pass verification
+   ```
+
+7. **Create phase directories:**
+   ```
+   .planning/phases/{NN}-fix-{slug}/
+   ```
+
+8. **Commit:**
+   ```
+   docs(planning): add gap-closure phases from milestone audit
+   ```
+
+9. **Confirm** with branded output — read `${CLAUDE_SKILL_DIR}/templates/gaps-output.md.tmpl` and fill in `{count}` (gap-closure phases created), `{N}` (first gap phase number), `{name}` (phase name).
+
+---
+
+## State Integration
+
+All subcommands update STATE.md:
+- `new`: Sets current milestone, resets phase
+- `complete`: Clears current milestone, updates history
+- `audit`: Notes audit status and date
+- `gaps`: Updates phase count and roadmap info
+
+---
+
+## Git Integration
+
+Reference: `skills/shared/commit-planning-docs.md` for the standard commit pattern.
+
+All subcommands commit if `planning.commit_docs: true`:
+- `new`: `docs(planning): start milestone "{name}" (phases {start}-{end})`
+- `complete`: `docs(planning): complete milestone {version}`
+- `audit`: `docs(planning): audit milestone {version} - {status}`
+- `gaps`: `docs(planning): add gap-closure phases from milestone audit`
+
+Tags (complete only):
+- `git tag -a {version} -m "Milestone: {name}"`
+
+---
+
+## Edge Cases
+
+For all edge case handling, see `${CLAUDE_SKILL_DIR}/templates/edge-cases.md`.
+Key scenarios: no ROADMAP.md, no phases, no gaps found, version collision, partially verified, large milestone (8+ phases).
+
+---
+
+## Anti-Patterns
+
+1. **DO NOT** skip the audit before completing — integration issues hide at boundaries
+2. **DO NOT** auto-complete milestones without user confirmation
+3. **DO NOT** create gap phases without user approval of priorities
+4. **DO NOT** delete audit reports — they're historical records
+5. **DO NOT** reuse version numbers — each milestone gets a unique version
+6. **DO NOT** modify code during milestone operations — this is project management only
+7. **DO NOT** collapse phases in ROADMAP.md before archiving — archive first, collapse second
+8. **DO NOT** skip the git tag — tags make milestone boundaries findable