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Completing Milestones

completing-milestones

Use this skill when archiving a completed milestone, preparing for the next version, marking a milestone complete, shipping a version, or wrapping up milestone work. Triggers include "complete milestone", "finish milestone", "archive milestone", "ship version", "mark milestone done", and "milesto...

SKILL.md

Full skill instructions

<user_command>/​kata:complete-milestone</​user_command>

<objective> Mark milestone {{version}} complete, archive to milestones/, and update ROADMAP.md and REQUIREMENTS.md.

Purpose: Create historical record of shipped version, archive milestone artifacts (roadmap + requirements), and prepare for next milestone. Output: Milestone archived (roadmap + requirements), PROJECT.md evolved, git tagged. </​objective>

<execution_context> Load these files NOW (before proceeding):

  • @./​references/​milestone-complete.md (main workflow)
  • @./​references/​milestone-archive-template.md (archive template) </​execution_context>
<context> **Project files:** - `.planning/​ROADMAP.md` - `.planning/​REQUIREMENTS.md` - `.planning/​STATE.md` - `.planning/​PROJECT.md`

User input:

  • Version: {{version}} (e.g., "1.0", "1.1", "2.0") </​context>
<process>

Follow milestone-complete.md workflow:

  1. Pre-flight: Release artifacts

    Before archiving, ensure release artifacts are ready:

    ## Pre-flight: Release Artifacts
    
    ☐ CHANGELOG.md updated with v{{version}} entry
    ☐ package.json version set to {{version}}
    
    These should be committed BEFORE running this command.
    

    If either is missing, prompt:

    ⚠ Release artifacts not ready. Please update:
    - CHANGELOG.md — add v{{version}} entry
    - package.json — set version to {{version}}
    
    Then re-run /​kata:complete-milestone
    

    Use AskUserQuestion:

    • header: "Release artifacts"
    • question: "Have you updated CHANGELOG.md and package.json for v{{version}}?"
    • options:
      • "Yes, continue" — Proceed with completion
      • "No, let me update them" — Exit to update

    If "No", exit command.

  2. Check for audit:

    • Look for .planning/​v{{version}}-MILESTONE-AUDIT.md
    • If missing or stale: recommend /​kata:audit-milestone first
    • If audit status is gaps_found: recommend /​kata:plan-milestone-gaps first
    • If audit status is passed: proceed to step 1
    ## Pre-flight Check
    
    {If no v{{version}}-MILESTONE-AUDIT.md:}
    ⚠ No milestone audit found. Run `/​kata:audit-milestone` first to verify
    requirements coverage, cross-phase integration, and E2E flows.
    
    {If audit has gaps:}
    ⚠ Milestone audit found gaps. Run `/​kata:plan-milestone-gaps` to create
    phases that close the gaps, or proceed anyway to accept as tech debt.
    
    {If audit passed:}
    ✓ Milestone audit passed. Proceeding with completion.
    
  3. Verify readiness:

    • Check all phases in milestone have completed plans (SUMMARY.md exists)
    • Present milestone scope and stats
    • Wait for confirmation
  4. Gather stats:

    • Count phases, plans, tasks
    • Calculate git range, file changes, LOC
    • Extract timeline from git log
    • Present summary, confirm
  5. Extract accomplishments:

    • Read all phase SUMMARY.md files in milestone range
    • Extract 4-6 key accomplishments
    • Present for approval
  6. Archive milestone:

    • Create .planning/​milestones/​v{{version}}-ROADMAP.md
    • Extract full phase details from ROADMAP.md
    • Fill milestone-archive.md template
    • Update ROADMAP.md to one-line summary with link
  7. Archive requirements:

    • Create .planning/​milestones/​v{{version}}-REQUIREMENTS.md
    • Mark all v1 requirements as complete (checkboxes checked)
    • Note requirement outcomes (validated, adjusted, dropped)
    • Delete .planning/​REQUIREMENTS.md (fresh one created for next milestone)
  8. Update PROJECT.md:

    • Add "Current State" section with shipped version
    • Add "Next Milestone Goals" section
    • Archive previous content in <details> (if v1.1+)

6.5. Review Documentation (Non-blocking):

Before committing, offer final README review:

Use AskUserQuestion:

  • header: "Final README Review"
  • question: "Review README.md before completing milestone v{{version}}?"
  • options:
    • "Yes, I'll review now" — Pause for user review, wait for "continue"
    • "Skip for now" — Proceed directly to commit
    • "Show README" — Display content, ask if accurate

If "Yes, I'll review now":

Review README.md for the complete v{{version}} milestone.
Ensure all shipped features are documented.
Say "continue" when ready to proceed.

If "Show README": Display README.md, then use AskUserQuestion:

  • header: "README Accuracy"
  • question: "Does this look accurate for v{{version}}?"
  • options:
    • "Yes, looks good" — Proceed to Step 7
    • "Needs updates" — Pause for user edits, wait for "continue"

If "Skip" or review complete: Proceed to Step 7.

Non-blocking: milestone completion continues regardless of choice.

  1. Commit and tag:

    • Stage: MILESTONES.md, PROJECT.md, ROADMAP.md, STATE.md, archive files
    • Commit: chore: complete v{{version}} milestone

    Check PR workflow mode:

    PR_WORKFLOW=$(cat .planning/​config.json 2>/​dev/​null | grep -o '"pr_workflow"[[:space:]]*:[[:space:]]*[^,}]*' | grep -o 'true\|false' || echo "false")
    

    If PR_WORKFLOW=true:

    Skip git tag creation. Offer to create PR:

    Use AskUserQuestion:

    • header: "Create PR"
    • question: "Would you like me to create a PR for this milestone?"
    • options:
      • "Yes, create PR" — Create PR to merge to main
      • "No, I'll do it manually" — Show instructions only

    If "Yes, create PR":

    # Get current branch
    CURRENT_BRANCH=$(git branch --show-current)
    
    # Push branch if not already pushed
    git push -u origin "$CURRENT_BRANCH" 2>/​dev/​null || true
    
    # Create PR
    gh pr create \
      --title "v{{version}}: [Milestone Name]" \
      --body "$(cat <<'EOF'
    ## Summary
    
    Completes milestone v{{version}}.
    
    **Key accomplishments:**
    - [accomplishment 1]
    - [accomplishment 2]
    - [accomplishment 3]
    
    ## After Merge
    
    Create GitHub Release with tag `v{{version}}` to trigger npm publish (if configured).
    EOF
    )"
    

    Display PR URL and next steps:

    ✓ PR created: [PR URL]
    
    After merge:
    → Create GitHub Release with tag v{{version}}
    → GitHub Actions will publish to npm (if configured)
    

    If "No, I'll do it manually":

    Display:

    ⚡ PR workflow mode — tag will be created via GitHub Release after merge
    
    Next steps:
    1. Create PR to merge this branch to main
    2. After merge, create GitHub Release with tag v{{version}}
    3. GitHub Actions will publish to npm (if configured)
    

    If PR_WORKFLOW=false (default):

    Create tag locally:

    • Tag: git tag -a v{{version}} -m "[milestone summary]"
    • Ask about pushing tag
  2. Offer next steps:

    • /​kata:new-milestone — start next milestone (questioning → research → requirements → roadmap)

</​process>

<success_criteria>

  • Milestone archived to .planning/​milestones/​v{{version}}-ROADMAP.md
  • Requirements archived to .planning/​milestones/​v{{version}}-REQUIREMENTS.md
  • .planning/​REQUIREMENTS.md deleted (fresh for next milestone)
  • ROADMAP.md collapsed to one-line entry
  • PROJECT.md updated with current state
  • Git tag v{{version}} created (if pr_workflow=false) OR PR created/​instructions given (if pr_workflow=true)
  • Commit successful
  • User knows next steps (including need for fresh requirements) </​success_criteria>

<critical_rules>

  • Load workflow first: Read milestone-complete.md before executing
  • Verify completion: All phases must have SUMMARY.md files
  • User confirmation: Wait for approval at verification gates
  • Archive before deleting: Always create archive files before updating/​deleting originals
  • One-line summary: Collapsed milestone in ROADMAP.md should be single line with link
  • Context efficiency: Archive keeps ROADMAP.md and REQUIREMENTS.md constant size per milestone
  • Fresh requirements: Next milestone starts with /​kata:new-milestone which includes requirements definition </​critical_rules>

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