AGENTS/.pi/gsd/workflows/new-milestone.md

<gsd-version v="1.12.4" />

<gsd-arguments>
  <settings>
    <keep-extra-args />
  </settings>
  <arg name="auto" type="flag" flag="--auto" optional />
  <arg name="skip-research" type="flag" flag="--skip-research" optional />
</gsd-arguments>

<gsd-execute>
  <shell command="pi-gsd-tools">
    <args>
      <arg string="state" />
      <arg string="json" />
      <arg string="--raw" />
    </args>
    <outs>
      <out type="string" name="state" />
    </outs>
  </shell>
  <shell command="pi-gsd-tools">
    <args>
      <arg string="roadmap" />
      <arg string="analyze" />
      <arg string="--raw" />
    </args>
    <outs>
      <out type="string" name="roadmap" />
    </outs>
  </shell>
</gsd-execute>
## Initialization Context (pre-injected by WXP)

**Project State:**
<gsd-paste name="state" />


---

<purpose>

Start a new milestone cycle for an existing project. Loads project context, gathers milestone goals (from MILESTONE-CONTEXT.md or conversation), updates PROJECT.md and STATE.md, optionally runs parallel research, defines scoped requirements with REQ-IDs, spawns the roadmapper to create phased execution plan, and commits all artifacts. Brownfield equivalent of new-project.

</purpose>

<required_reading>

Read all files referenced by the invoking prompt's execution_context before starting.

</required_reading>

<available_agent_types>
Valid GSD subagent types (use exact names - do not fall back to 'general-purpose'):
- gsd-project-researcher - Researches project-level technical decisions
- gsd-research-synthesizer - Synthesizes findings from parallel research agents
- gsd-roadmapper - Creates phased execution roadmaps
</available_agent_types>

<process>

## 1. Load Context

Parse `$ARGUMENTS` before doing anything else:
- `--reset-phase-numbers` flag → opt into restarting roadmap phase numbering at `1`
- remaining text → use as milestone name if present

If the flag is absent, keep the current behavior of continuing phase numbering from the previous milestone.

- Read PROJECT.md (existing project, validated requirements, decisions)
- Read MILESTONES.md (what shipped previously)
- Read STATE.md (pending todos, blockers)
- Check for MILESTONE-CONTEXT.md (from /gsd-discuss-milestone)

## 2. Gather Milestone Goals

**If MILESTONE-CONTEXT.md exists:**
- Use features and scope from discuss-milestone
- Present summary for confirmation

**If no context file:**
- Present what shipped in last milestone
- Ask inline (freeform, NOT AskUserQuestion): "What do you want to build next?"
- Wait for their response, then use AskUserQuestion to probe specifics
- If user selects "Other" at any point to provide freeform input, ask follow-up as plain text - not another AskUserQuestion

## 3. Determine Milestone Version

- Parse last version from MILESTONES.md
- Suggest next version (v1.0 → v1.1, or v2.0 for major)
- Confirm with user

## 3.5. Verify Milestone Understanding

Before writing any files, present a summary of what was gathered and ask for confirmation.

```
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
 GSD ► MILESTONE SUMMARY
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

**Milestone v[X.Y]: [Name]**

**Goal:** [One sentence]

**Target features:**
- [Feature 1]
- [Feature 2]
- [Feature 3]

**Key context:** [Any important constraints, decisions, or notes from questioning]
```

AskUserQuestion:
- header: "Confirm?"
- question: "Does this capture what you want to build in this milestone?"
- options:
  - "Looks good" - Proceed to write PROJECT.md
  - "Adjust" - Let me correct or add details

**If "Adjust":** Ask what needs changing (plain text, NOT AskUserQuestion). Incorporate changes, re-present the summary. Loop until "Looks good" is selected.

**If "Looks good":** Proceed to Step 4.

## 4. Update PROJECT.md

Add/update:

```markdown
## Current Milestone: v[X.Y] [Name]

**Goal:** [One sentence describing milestone focus]

**Target features:**
- [Feature 1]
- [Feature 2]
- [Feature 3]
```

Update Active requirements section and "Last updated" footer.

Ensure the `## Evolution` section exists in PROJECT.md. If missing (projects created before this feature), add it before the footer:

```markdown
## Evolution

This document evolves at phase transitions and milestone boundaries.

**After each phase transition** (via `/gsd-transition`):
1. Requirements invalidated? → Move to Out of Scope with reason
2. Requirements validated? → Move to Validated with phase reference
3. New requirements emerged? → Add to Active
4. Decisions to log? → Add to Key Decisions
5. "What This Is" still accurate? → Update if drifted

**After each milestone** (via `/gsd-complete-milestone`):
1. Full review of all sections
2. Core Value check - still the right priority?
3. Audit Out of Scope - reasons still valid?
4. Update Context with current state
```

## 5. Update STATE.md

```markdown
## Current Position

Phase: Not started (defining requirements)
Plan: -
Status: Defining requirements
Last activity: [today] - Milestone v[X.Y] started
```

Keep Accumulated Context section from previous milestone.

## 6. Cleanup and Commit

Delete MILESTONE-CONTEXT.md if exists (consumed).

<!-- Context pre-injected above via WXP - variables available via <gsd-paste name="..."> -->

Extract from init JSON: `researcher_model`, `synthesizer_model`, `roadmapper_model`, `commit_docs`, `research_enabled`, `current_milestone`, `project_exists`, `roadmap_exists`, `latest_completed_milestone`, `phase_dir_count`, `phase_archive_path`.

## 7.5 Reset-phase safety (only when `--reset-phase-numbers`)

If `--reset-phase-numbers` is active:

1. Set starting phase number to `1` for the upcoming roadmap.
2. If `phase_dir_count > 0`, archive the old phase directories before roadmapping so new `01-*` / `02-*` directories cannot collide with stale milestone directories.

If `phase_dir_count > 0` and `phase_archive_path` is available:

```bash
mkdir -p "${phase_archive_path}"
find .planning/phases -mindepth 1 -maxdepth 1 -type d -exec mv {} "${phase_archive_path}/" \;
```

Then verify `.planning/phases/` no longer contains old milestone directories before continuing.

If `phase_dir_count > 0` but `phase_archive_path` is missing:
- Stop and explain that reset numbering is unsafe without a completed milestone archive target.
- Tell the user to complete/archive the previous milestone first, then rerun `/gsd-new-milestone --reset-phase-numbers ${GSD_WS}`.

## 8. Research Decision

Check `research_enabled` from init JSON (loaded from config).

**If `research_enabled` is `true`:**

AskUserQuestion: "Research the domain ecosystem for new features before defining requirements?"
- "Research first (Recommended)" - Discover patterns, features, architecture for NEW capabilities
- "Skip research for this milestone" - Go straight to requirements (does not change your default)

**If `research_enabled` is `false`:**

AskUserQuestion: "Research the domain ecosystem for new features before defining requirements?"
- "Skip research (current default)" - Go straight to requirements
- "Research first" - Discover patterns, features, architecture for NEW capabilities

**IMPORTANT:** Do NOT persist this choice to config.json. The `workflow.research` setting is a persistent user preference that controls plan-phase behavior across the project. Changing it here would silently alter future `/gsd-plan-phase` behavior. To change the default, use `/gsd-settings`.

**If user chose "Research first":**

```
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
 GSD ► RESEARCHING
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

◆ Spawning 4 researchers in parallel...
  → Stack, Features, Architecture, Pitfalls
```

```bash
mkdir -p .planning/research
```

Spawn 4 parallel gsd-project-researcher agents. Each uses this template with dimension-specific fields:

**Common structure for all 4 researchers:**
```
Task(prompt="
<research_type>Project Research - {DIMENSION} for [new features].</research_type>

<milestone_context>
SUBSEQUENT MILESTONE - Adding [target features] to existing app.
{EXISTING_CONTEXT}
Focus ONLY on what's needed for the NEW features.
</milestone_context>

<question>{QUESTION}</question>

<files_to_read>
- .planning/PROJECT.md (Project context)
</files_to_read>

${AGENT_SKILLS_RESEARCHER}

<downstream_consumer>{CONSUMER}</downstream_consumer>

<quality_gate>{GATES}</quality_gate>

<output>
Write to: .planning/research/{FILE}
Use template: .pi/gsd/templates/research-project/{FILE}
</output>
", subagent_type="gsd-project-researcher", model="{researcher_model}", description="{DIMENSION} research")
```

**Dimension-specific fields:**

| Field            | Stack                                                                                      | Features                                                                                     | Architecture                                                                        | Pitfalls                                                                                        |
| ---------------- | ------------------------------------------------------------------------------------------ | -------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------- |
| EXISTING_CONTEXT | Existing validated capabilities (DO NOT re-research): [from PROJECT.md]                    | Existing features (already built): [from PROJECT.md]                                         | Existing architecture: [from PROJECT.md or codebase map]                            | Focus on common mistakes when ADDING these features to existing system                          |
| QUESTION         | What stack additions/changes are needed for [new features]?                                | How do [target features] typically work? Expected behavior?                                  | How do [target features] integrate with existing architecture?                      | Common mistakes when adding [target features] to [domain]?                                      |
| CONSUMER         | Specific libraries with versions for NEW capabilities, integration points, what NOT to add | Table stakes vs differentiators vs anti-features, complexity noted, dependencies on existing | Integration points, new components, data flow changes, suggested build order        | Warning signs, prevention strategy, which phase should address it                               |
| GATES            | Versions current (verify with Context7), rationale explains WHY, integration considered    | Categories clear, complexity noted, dependencies identified                                  | Integration points identified, new vs modified explicit, build order considers deps | Pitfalls specific to adding these features, integration pitfalls covered, prevention actionable |
| FILE             | STACK.md                                                                                   | FEATURES.md                                                                                  | ARCHITECTURE.md                                                                     | PITFALLS.md                                                                                     |

After all 4 complete, spawn synthesizer:

```
Task(prompt="
Synthesize research outputs into SUMMARY.md.

<files_to_read>
- .planning/research/STACK.md
- .planning/research/FEATURES.md
- .planning/research/ARCHITECTURE.md
- .planning/research/PITFALLS.md
</files_to_read>

${AGENT_SKILLS_SYNTHESIZER}

Write to: .planning/research/SUMMARY.md
Use template: .pi/gsd/templates/research-project/SUMMARY.md
Commit after writing.
", subagent_type="gsd-research-synthesizer", model="{synthesizer_model}", description="Synthesize research")
```

Display key findings from SUMMARY.md:
```
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
 GSD ► RESEARCH COMPLETE ✓
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

**Stack additions:** [from SUMMARY.md]
**Feature table stakes:** [from SUMMARY.md]
**Watch Out For:** [from SUMMARY.md]
```

**If "Skip research":** Continue to Step 9.

## 9. Define Requirements

```
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
 GSD ► DEFINING REQUIREMENTS
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
```

Read PROJECT.md: core value, current milestone goals, validated requirements (what exists).

**If research exists:** Read FEATURES.md, extract feature categories.

Present features by category:
```
## [Category 1]
**Table stakes:** Feature A, Feature B
**Differentiators:** Feature C, Feature D
**Research notes:** [any relevant notes]
```

**If no research:** Gather requirements through conversation. Ask: "What are the main things users need to do with [new features]?" Clarify, probe for related capabilities, group into categories.

**Scope each category** via AskUserQuestion (multiSelect: true, header max 12 chars):
- "[Feature 1]" - [brief description]
- "[Feature 2]" - [brief description]
- "None for this milestone" - Defer entire category

Track: Selected → this milestone. Unselected table stakes → future. Unselected differentiators → out of scope.

**Identify gaps** via AskUserQuestion:
- "No, research covered it" - Proceed
- "Yes, let me add some" - Capture additions

**Generate REQUIREMENTS.md:**
- v1 Requirements grouped by category (checkboxes, REQ-IDs)
- Future Requirements (deferred)
- Out of Scope (explicit exclusions with reasoning)
- Traceability section (empty, filled by roadmap)

**REQ-ID format:** `[CATEGORY]-[NUMBER]` (AUTH-01, NOTIF-02). Continue numbering from existing.

**Requirement quality criteria:**

Good requirements are:
- **Specific and testable:** "User can reset password via email link" (not "Handle password reset")
- **User-centric:** "User can X" (not "System does Y")
- **Atomic:** One capability per requirement (not "User can login and manage profile")
- **Independent:** Minimal dependencies on other requirements

Present FULL requirements list for confirmation:

```
## Milestone v[X.Y] Requirements

### [Category 1]
- [ ] **CAT1-01**: User can do X
- [ ] **CAT1-02**: User can do Y

### [Category 2]
- [ ] **CAT2-01**: User can do Z

Does this capture what you're building? (yes / adjust)
```

If "adjust": Return to scoping.

**Commit requirements:**
```bash
pi-gsd-tools commit "docs: define milestone v[X.Y] requirements" --files .planning/REQUIREMENTS.md
```

## 10. Create Roadmap

```
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
 GSD ► CREATING ROADMAP
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

◆ Spawning roadmapper...
```

**Starting phase number:**
- If `--reset-phase-numbers` is active, start at **Phase 1**
- Otherwise, continue from the previous milestone's last phase number (v1.0 ended at phase 5 → v1.1 starts at phase 6)

```
Task(prompt="
<planning_context>
<files_to_read>
- .planning/PROJECT.md
- .planning/REQUIREMENTS.md
- .planning/research/SUMMARY.md (if exists)
- .planning/config.json
- .planning/MILESTONES.md
</files_to_read>

${AGENT_SKILLS_ROADMAPPER}

</planning_context>

<instructions>
Create roadmap for milestone v[X.Y]:
1. Respect the selected numbering mode:
   - `--reset-phase-numbers` → start at Phase 1
   - default behavior → continue from the previous milestone's last phase number
2. Derive phases from THIS MILESTONE's requirements only
3. Map every requirement to exactly one phase
4. Derive 2-5 success criteria per phase (observable user behaviors)
5. Validate 100% coverage
6. Write files immediately (ROADMAP.md, STATE.md, update REQUIREMENTS.md traceability)
7. Return ROADMAP CREATED with summary

Write files first, then return.
</instructions>
", subagent_type="gsd-roadmapper", model="{roadmapper_model}", description="Create roadmap")
```

**Handle return:**

**If `## ROADMAP BLOCKED`:** Present blocker, work with user, re-spawn.

**If `## ROADMAP CREATED`:** Read ROADMAP.md, present inline:

```
## Proposed Roadmap

**[N] phases** | **[X] requirements mapped** | All covered ✓

| #   | Phase  | Goal   | Requirements | Success Criteria |
| --- | ------ | ------ | ------------ | ---------------- |
| [N] | [Name] | [Goal] | [REQ-IDs]    | [count]          |

### Phase Details

**Phase [N]: [Name]**
Goal: [goal]
Requirements: [REQ-IDs]
Success criteria:
1. [criterion]
2. [criterion]
```

**Ask for approval** via AskUserQuestion:
- "Approve" - Commit and continue
- "Adjust phases" - Tell me what to change
- "Review full file" - Show raw ROADMAP.md

**If "Adjust":** Get notes, re-spawn roadmapper with revision context, loop until approved.
**If "Review":** Display raw ROADMAP.md, re-ask.

**Commit roadmap** (after approval):
```bash
pi-gsd-tools commit "docs: create milestone v[X.Y] roadmap ([N] phases)" --files .planning/ROADMAP.md .planning/STATE.md .planning/REQUIREMENTS.md
```

## 11. Done

```
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
 GSD ► MILESTONE INITIALIZED ✓
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

**Milestone v[X.Y]: [Name]**

| Artifact     | Location                    |
| ------------ | --------------------------- |
| Project      | `.planning/PROJECT.md`      |
| Research     | `.planning/research/`       |
| Requirements | `.planning/REQUIREMENTS.md` |
| Roadmap      | `.planning/ROADMAP.md`      |

**[N] phases** | **[X] requirements** | Ready to build ✓

## ▶ Next Up

**Phase [N]: [Phase Name]** - [Goal]

`/gsd-discuss-phase [N] ${GSD_WS}` - gather context and clarify approach

<sub>`/new` first → fresh context window</sub>

Also: `/gsd-plan-phase [N] ${GSD_WS}` - skip discussion, plan directly
```

</process>

<success_criteria>
- [ ] PROJECT.md updated with Current Milestone section
- [ ] STATE.md reset for new milestone
- [ ] MILESTONE-CONTEXT.md consumed and deleted (if existed)
- [ ] Research completed (if selected) - 4 parallel agents, milestone-aware
- [ ] Requirements gathered and scoped per category
- [ ] REQUIREMENTS.md created with REQ-IDs
- [ ] gsd-roadmapper spawned with phase numbering context
- [ ] Roadmap files written immediately (not draft)
- [ ] User feedback incorporated (if any)
- [ ] Phase numbering mode respected (continued or reset)
- [ ] All commits made (if planning docs committed)
- [ ] User knows next step: `/gsd-discuss-phase [N] ${GSD_WS}`

**Atomic commits:** Each phase commits its artifacts immediately.
</success_criteria>