kata-complete-milestone

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.

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

• @./references/milestone-complete.md (main workflow)
• @./references/milestone-archive-template.md (archive template)
• @./references/version-detector.md (version detection functions)
• @./references/changelog-generator.md (changelog generation functions) </execution_context>

User input:

• Version: {{version}} (e.g., “1.0”, “1.1”, “2.0”)

Follow milestone-complete.md workflow:

0. CRITICAL: Branch setup (if pr_workflow=true)

   Check pr_workflow config FIRST before any other work:

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

   If PR_WORKFLOW=true AND on main:

   You MUST create a release branch BEFORE proceeding. All milestone completion work goes on that branch.

   # Determine version from user input or detect from project files
   # (version-detector.md handles detection across project types)
   VERSION="X.Y.Z"  # Set from user input or detection
   
   # Create release branch
   git checkout -b release/v$VERSION
   
   echo "Created release branch: release/v$VERSION"
   echo "All milestone completion work will be committed here."
   

   Display:

   ⚠ pr_workflow is enabled — creating release branch first.
   
   Branch: release/v$VERSION
   
   All milestone completion commits will go to this branch.
   After completion, a PR will be created to merge to main.
   

   If PR_WORKFLOW=false OR already on a non-main branch:

   Proceed with current branch (commits go to main or current branch).

   GATE: Do NOT proceed until branch is correct:

   • If pr_workflow=true, you must be on release/vX.Y.Z branch
   • If pr_workflow=false, main branch is OK

0.1. Generate release artifacts:

Proactively generate changelog and version bump. Follow the release_workflow step in milestone-complete.md (loads version-detector.md and changelog-generator.md) to:

1. Detect version bump type from conventional commits
2. Calculate next version
3. Generate changelog entry
4. Bump version in all project version files detected by version-detector.md
5. Insert changelog entry into CHANGELOG.md

Present all proposed changes for review:

## Release Preview

**Current version:** $CURRENT_VERSION
**Bump type:** $BUMP_TYPE
**Next version:** $NEXT_VERSION

**Changelog entry:**
## [$NEXT_VERSION] - $DATE

### Added
[feat commits formatted]

### Fixed
[fix commits formatted]

### Changed
[docs/refactor/perf commits formatted]

**Files updated:**
[list each version file detected and updated]
- CHANGELOG.md → new entry prepended

Use AskUserQuestion:

• header: “Release Changes”
• question: “Review the release changes above. Approve?”
• options:
  • “Approve” — Keep changes and proceed to verify readiness
  • “Edit changelog first” — Pause for user edits, then confirm
  • “Revert and skip release” — Undo release file changes, proceed to verify readiness without release artifacts

1. Check for audit:

   • Look for .planning/v{{version}}-MILESTONE-AUDIT.md
   • If missing or stale: recommend /kata:kata-audit-milestone first
   • If audit status is gaps_found: recommend /kata: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:kata-audit-milestone` first to verify
   requirements coverage, cross-phase integration, and E2E flows.
   
   {If audit has gaps:}
   ⚠ Milestone audit found gaps. Run `/kata: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.
   

2. Verify readiness:

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

3. Gather stats:

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

4. Extract accomplishments:

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

5. 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

6. 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)

7. 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: “Revise README before completing milestone v{{version}}?”
• options:
  • “Yes, draft an update for my review” — Revise README and present to the user for approval
  • “No, I’ll make the edits myself” — Pause for user review, wait for “continue”
  • “Skip for now” — Proceed directly to commit

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.

6.7. Close GitHub Milestone:

If github.enabled, close the GitHub Milestone for this version. See milestone-complete.md close_github_milestone step for details.

7. Commit and finalize:

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

   PR workflow handling (branch was created in step 0):

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

   If PR_WORKFLOW=true (on release/vX.Y.Z branch):

   Push branch and create PR:

   # Push branch
   git push -u origin "$CURRENT_BRANCH"
   
   # Collect all phase issues for this milestone
   GITHUB_ENABLED=$(cat .planning/config.json 2>/dev/null | grep -o '"enabled"[[:space:]]*:[[:space:]]*[^,}]*' | head -1 | grep -o 'true\|false' || echo "false")
   ISSUE_MODE=$(cat .planning/config.json 2>/dev/null | grep -o '"issueMode"[[:space:]]*:[[:space:]]*"[^"]*"' | grep -o '"[^"]*"$' | tr -d '"' || echo "never")
   
   CLOSES_LINES=""
   if [ "$GITHUB_ENABLED" = "true" ] && [ "$ISSUE_MODE" != "never" ]; then
     # Get all phase issue numbers for this milestone
     # --state all includes already-closed issues (GitHub ignores redundant Closes #X,
     # but including them ensures PR body reflects all related work)
     PHASE_ISSUES=$(gh issue list --label phase --milestone "v{{version}}" \
       --state all --json number --jq '.[].number' 2>/dev/null)
   
     if [ -z "$PHASE_ISSUES" ]; then
       echo "Note: No phase issues found for milestone v{{version}}. This is expected for milestones without GitHub issues."
     fi
   
     # Build multi-line closes section
     for num in ${PHASE_ISSUES}; do
       CLOSES_LINES="${CLOSES_LINES}Closes #${num}
   "
     done
   fi
   
   # 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]
   
   ## Release Files
   
   [list version files that were updated]
   - `CHANGELOG.md` — v{{version}} entry added
   
   ## After Merge
   
   Create GitHub Release with tag `v{{version}}`.
   
   ## Closes
   
   ${CLOSES_LINES}
   EOF
   )"
   

   Display:

   ✓ PR created: [PR URL]
   
   After merge:
   → Create GitHub Release with tag v{{version}}
   

   If PR_WORKFLOW=false (on main):

   Create tag locally:

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

8. Post-release verification:

   After the release PR is merged (or tag is pushed), prompt for verification:

   ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
    POST-RELEASE CHECKLIST
   ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
   
   Before moving on, verify the release:
   
   ☐ CI/CD pipeline passed (if configured)
   ☐ Release artifacts published successfully
   ☐ Quick smoke test confirms basic functionality
   
   ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
   

   Use AskUserQuestion:

   • header: “Verification”
   • question: “Release verification complete?”
   • options:
     • “Yes, verified” — Continue to completion
     • “Something failed” — Stop and investigate
     • “Skip” — Continue without verifying

   If “Something failed”: Stop and help debug the issue. If “Yes” or “Skip”: Continue to step 9.

9. Offer next steps:

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

<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)
• GitHub Milestone v{{version}} closed (if github.enabled)
• Commit successful
• User knows next steps (including need for fresh requirements)

If release workflow was run:

• CHANGELOG.md updated with v{{version}} entry (reviewed and approved)
• Version bumped in all detected project version files
• GitHub Release created (if pr_workflow=false) OR instructions provided (if pr_workflow=true) </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:kata-add-milestone which includes requirements definition </critical_rules>