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AGENTS/.pi/gsd/workflows/milestone-summary.md
2026-04-24 20:00:33 +02:00

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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

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

Try each method in order until one succeeds:

Method 1 - Tagged milestone (check first):

git tag -l "v${VERSION}" | head -1

If the tag exists:

git log v${VERSION} --oneline | wc -l
git diff --stat $(git log --format=%H --reverse v${VERSION} | head -1)..v${VERSION}

Method 2 - STATE.md date range (if no tag): Read STATE.md and extract the started_at or earliest session date. Use it as the --since boundary:

git log --oneline --since="<started_at_date>" | wc -l

Method 3 - Earliest phase commit (if STATE.md has no date): Find the earliest .planning/phases/ commit:

git log --oneline --diff-filter=A -- ".planning/phases/" | tail -1

Use that commit's date as the start boundary.

Method 4 - Skip stats (if none of the above work): Report "Git statistics unavailable - no tag or date range could be determined." This is not an error - the summary continues without the Stats section.

Extract (when available):

  • 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:

# 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 GEMINI.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:

mkdir -p .planning/reports

Write the summary, then commit:

pi-gsd-tools 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

pi-gsd-tools state record-session \
  --stopped-at "Milestone v${VERSION} summary generated" \
  --resume-file ".planning/reports/MILESTONE_SUMMARY-v${VERSION}.md"