Roadmap

roadmap — Live Feature-Set Roadmap Keeper

CodeOps Skills Version: 3.20.0

Resolve paths first (layout-aware)

Before any action, determine the layout via ../../_shared/layout-convention.md:

• Flat layout (no codeops/.codeops.yml): a single roadmap at plans/00-roadmap.md. Behaves exactly as flat layout always has — everything below that mentions "the roadmap" means this one file, and the portfolio tier does not exist (its cascade steps are inert).
• Nested layout (marker present): two tiers — a per-feature roadmap at codeops/features/<f>/00-roadmap.md and a portfolio roadmap at codeops/00-roadmap.md (one row per feature, auto-cascaded). In nested layout the skill asks/confirms the target feature before acting on a per-feature roadmap, and creates the feature folder lazily (never guesses).

The roadmap is a living document that tracks an entire feature at a higher altitude than any individual execution plan. Where 99-execution-plan.md tracks the tasks within one feature, the roadmap tracks every requirement (RD), plan, and task and the lifecycle stage each is in. It is the user's cross-session lifeline: open it to see what is done, in flight, blocked, or in backlog.

It never replaces the execution plan; it indexes and summarizes across many of them.

Action dispatch

Detect the action from the user's phrasing or argument and branch:

Trigger	Action
make_roadmap, "create the roadmap", "start a roadmap"	make — create + seed
update_roadmap, "sync the roadmap", "update the roadmap"	update — re-infer + sync
review_roadmap, "check the roadmap", "is the roadmap healthy"	review — read-only health check
show_roadmap, "show the roadmap", "roadmap status", "where do things stand", "what's the progress on <feature>"	show — read-only status overview
archive_roadmap, "archive the feature-set", "archive the roadmap"	archive — move to _archive
compact_roadmap, "compact the roadmap", "clean up / slim the roadmap"	compact — strip the legacy Notes log + trim fat cells

The lifecycle state machine

⬜  Backlog          — RD identified but not yet drafted
✏️  RD Drafted       — RD document written
🔎  RD Preflighted   — RD passed preflight
📋  Plan Created     — a plan was produced
🔬  Plan Preflighted — plan passed preflight
🔄  Executing        — execution in progress
✅  Done             — plan fully executed
⛔  Blocked          — cannot proceed (waiting on a Deferred dependency)
⏸️  Deferred         — a discovered dependency pulled out as its own tracked item

Linear happy path: Backlog → RD Drafted → RD Preflighted → Plan Created → Plan Preflighted → Executing → Done.

Blocked and Deferred are orthogonal overlays on the linear path — a row in any stage can become Blocked, and any discovered dependency can be pulled out as a Deferred sub-row.

The full stage-transition map (which lifecycle events advance which rows, and which skill fires each hook) is in stage-hooks.md — read it when wiring or reasoning about transitions.

Task rows (nested layout)

A feature's roadmap also tracks lightweight tasks (T-NN) beside its RD rows. A task uses the compact lifecycle ⬜ Backlog → 🔄 Executing → ✅ Done (with ⛔/⏸️ overlays) and never the RD/Plan-Preflight stages. A trivial task is a row with no RD and no plan link; a non-trivial task links a single mini-plan. T-NN and RD-NN are separate per-feature namespaces (no collisions). Full task model + routing: ../../_shared/layout-convention.md.

Two governing rules (apply to every action)

Ask-if-missing / sync-if-exists — the roadmap is never auto-created silently:

• When MISSING: ask the user whether to create it. Never fabricate one without consent.
• When it EXISTS: always sync from disk state automatically — never ask, never prompt. Stage hooks fire silently.

This keeps the roadmap opt-in to create, but always-fresh once it exists.

Real-time update mandate — the roadmap is updated immediately on each stage transition, BEFORE verification, commit, or the next action. Update order: complete the stage transition → update the resolved roadmap file → proceed (the resolved file per the convention doc: plans/00-roadmap.md flat, the feature's 00-roadmap.md nested). On each transition update the row's Stage, Status, and Last Updated, plus the header Progress counter and Last Updated. Rationale — crash resilience: a session can crash or hit context limits at any moment; if the roadmap is stale the user loses their cross-session view. Keep it always reflecting reality, and never end a session/task with a stale roadmap.

Stage-inference artifacts & the never-regress rule — stages must be re-inferable from disk:

• RD Drafted ⇔ the RD file exists. Plan Created ⇔ a linked plan folder exists. Executing/Done ⇔ the plan's 99-execution-plan.md checklist state (Done = all [x]).
• RD Preflighted ⇔ a saved preflight report (00-preflight-report.md) exists in the resolved requirements dir with a passing tier; Plan Preflighted ⇔ the same file in the plan folder. (The preflight skill saves these reports — they ARE the stage's disk artifact.)
• Stages never regress on sync. update may only advance or preserve a row's stage; if disk suggests a LOWER stage than recorded, keep the recorded stage and report the discrepancy (review_roadmap flags it). Regressing a row requires an explicit user instruction, recorded in the git commit message that makes the regression (and, if it changes a dependent, noted terse in that dependent's Depends-on / Blocker cell) — never in a running Notes log.

Portfolio cascade mandate (nested layout only) — the real-time update extends one altitude up. After completing a per-feature stage transition, update that feature's row in codeops/00-roadmap.md (re-roll Stage Summary / Progress / Status; bump the portfolio counts) before verify/commit/next — but only on the integration branch. On a non-integration branch (a parallel feature worktree) the portfolio write is deferred: update only the isolated per-feature roadmap and leave codeops/00-roadmap.md untouched, so concurrent worktrees never collide on it; roadmap update reconciles the portfolio from disk once the work lands on the integration branch. In flat layout this step is inert. Full cascade rule, the integration-branch deferral, and the status roll-up are in stage-hooks.md.

Deterministic linking (RD ↔ plan)

Plan folders are named by feature (e.g. plans/billing/) and carry no encoded RD id, and the repo can hold multiple unrelated feature-sets at once, so "everything under plans/" is not a valid membership rule. Link deterministically instead:

• Every plan declares the requirement it implements as a > **Implements**: RD-NN line in its 00-index.md (feature-qualified > **Implements**: <feature>/RD-NN in nested layout — see the ID rules in the convention doc). The Plan Created hook reads this line and links the plan to the matching RD row in that feature's roadmap.
• A plan with no declared RD is linked only when the user explicitly states which RD (or DEF-n) it belongs to. Unrelated plans are never silently swept in.

Deferred & Blocked handling

When a blocking dependency is discovered mid-preflight or mid-execution:

1. Add a nested ↳ DEF-n sub-row directly beneath the affected parent row, visually tied to it.
2. Set the parent row's Stage cell to ⛔ Blocked (was: <prior stage>) — the prior stage is recorded IN the cell so recovery never depends on conversation memory — and name the DEF-n it waits on in Depends-on / Blocker.
3. Track the DEF-n sub-row through its own lifecycle stages like any other item.
4. When DEF-n reaches Done, the parent leaves Blocked and resumes the stage recorded in its (was: …) annotation.

Deferred work is never hidden in a separate section — it stays nested under the item it blocks so the dependency is obvious at a glance.

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make — create the roadmap

Create the roadmap using the template in template.md (header, legend, tracker columns; and the portfolio template for nested layout). Path per the convention doc.

Flat layout → create plans/00-roadmap.md:

1. Ask the user once for the feature-set name — used in the header and as the archive folder slug.
2. Auto-populate from disk (suggest, don't sweep):
   • Seed one row per requirements/RD-*.md found.
   • For each plans/*/99-execution-plan.md, suggest a link plus an inferred stage (from checklist completion), but only write the plan into the roadmap after the user confirms it belongs to this feature-set.
3. If the roadmap already exists: do NOT ask — sync it from disk state instead (the update action).

Nested layout → two tiers:

1. Portfolio (codeops/00-roadmap.md): create it if absent (a fresh-scaffolded or just-migrated repo already has a seeded one). Seed one row per codeops/features/<f>/ present, each row derived from that feature's roadmap.
2. Per-feature roadmap (codeops/features/<f>/00-roadmap.md): ask/confirm the target feature, create the feature folder lazily if new, then seed it from that feature's requirements/ + plans/ (same suggest-don't-sweep rule), and add T-NN task rows where tasks exist.
3. After creating/seeding a feature roadmap, cascade its summary to the portfolio row.

update — re-infer stages and sync to disk

Advance stages and sync the roadmap to current disk state.

• Walk each row, re-infer its stage from disk per the stage-inference artifacts above (RD present, preflight reports, plan present, checklist completion) and update Stage, Status, and Last Updated — honoring the never-regress rule (advance or preserve; report discrepancies instead of downgrading).
• Delegate ALL counter arithmetic to the engine: run scripts/codeops-roadmap-sync.sh (write mode). It recomputes the header Progress counters, the portfolio Progress/Status cells, and the Features count from disk — never re-derive these numbers in prose (the same prose-vs-script division as the migration engine: the skill owns stage judgment, the script owns arithmetic). Stage Summary phrasing remains yours. The engine counts only RD-* rows (T-* tasks are excluded), is follow-on aware (a feature with all RDs Done but an open ## Open follow-ons row holds at 🔄), and preserves hand-maintained values — a non-computed Progress such as n/a and any · … / (…) annotation are kept verbatim, and a held row's Status is not re-rolled. See template.md → Open follow-ons and the Progress/Features field notes for the authoring contract.
• Nested layout: stage re-inference is per-feature (your judgment); the script performs the numeric cascade into codeops/00-roadmap.md in the same run.
• Recommend compaction if the roadmap is bloated: run scripts/codeops-roadmap-compact.sh --check; if it reports a legacy ## Notes section or an oversized cell, recommend the user run compact. update itself never strips or trims — it only re-infers stages and delegates counters (mirrors how it delegates arithmetic to the sync engine).
• Rows stay dependency-ordered: keep prerequisites above the rows that depend on them (see template.md → Row ordering & discipline); a planned dependency is a terse depends on RD-NN in the row's Depends-on / Blocker cell.
• If the roadmap is missing: fall back to make — ask whether to create it, then create it.

review — read-only health check

Run a health check and report findings; change nothing on disk.

• Counter/cascade drift is mechanical: run scripts/codeops-roadmap-sync.sh --check — its DRIFT lines and non-zero exit ARE that portion of the report (Progress counters, portfolio Progress/Status cells, Features count). Do not re-derive the numbers in prose. Preserved hand-maintained values are reported on informational HELD lines and do not fail the check — an n/a sentinel or an annotated cell is healthy, not drift; surface HELD lines so a human can eyeball the hand-maintained values.
• Bloat is mechanical too: run scripts/codeops-roadmap-compact.sh --check — a reported legacy ## Notes section or oversized cell is that portion of the health report; recommend compact to slim it (review itself changes nothing on disk).
• Every RD row references an existing requirements/RD-*.md file.
• Every plan link references an existing plan folder.
• The recorded Stage matches on-disk reality per the stage-inference artifacts (flag drift; remember stages never regress — a lower-than-recorded disk state is a discrepancy to report, not a downgrade to apply).
• Every Blocked row has a live DEF-n sub-row and a (was: <stage>) annotation; if the DEF-n is already Done, flag the parent as ready to unblock.
• Nested layout (both tiers): every portfolio row links an existing feature roadmap; Stage Summary phrasing matches the feature's rolled-up state.
• If the roadmap is missing: return the error below.

show — present a status overview

Render a human-facing snapshot of where a feature (or the whole repo) stands: overall progress, the per-item stage table, and the concrete next steps. Read-only — this action never writes to disk. It is the presentation counterpart to review: review audits the roadmap for drift and broken links, show simply displays it. Do not run the sync engine in write mode or edit any file here.

Resolve the target (layout-aware):

• Flat layout → present the single plans/00-roadmap.md.
• Nested + a feature argument (show_roadmap <feature>) → present that feature's codeops/features/<f>/00-roadmap.md, including its T-NN task rows and any ## Open follow-ons.
• Nested + no argument → present the portfolio codeops/00-roadmap.md (one row per feature) as the overview, then offer to drill into a named feature. If the target feature is ambiguous, ask — never guess (same rule as the other actions).

What to present (adapt the depth to the roadmap's size; keep it scannable):

1. A one-line header — which roadmap you are reading (its resolved path) and its recorded Last Updated.
2. An overall progress line — the header Progress fraction/percent (portfolio: the Features count), plus a short phrase on what most recently landed and what is in flight. Report the recorded counters as-is; do not silently recompute or mutate them. If a row's Stage or a counter looks stale versus disk (apply the stage-inference artifacts read-only), note the suspected drift in one line and suggest update_roadmap — never edit to "fix" it here.
3. The tracker as a table — the roadmap's rows with their ID, Title, Stage, Status emoji, Plan (✔ / —), and Depends-on / Blocker, in dependency order, with the legend beneath. Preserve ↳ DEF-n sub-rows nested under the row they block.
4. "Where you stand right now" — a few grounded bullets: what just shipped, what is in flight, anything Blocked (name the DEF-n it waits on), and how much backlog remains.
5. "Natural next steps" — 1–3 concrete, state-grounded suggestions (e.g. preflight the created plan, execute it, unblock a DEF-n, or draft the next backlog RD). Lead with the single most obvious continuation; the user decides.

If the roadmap is missing: return the same error as review (below) — never fabricate one.

archive — archive a completed feature

Flat layout (membership is explicit — move only the rows listed in the roadmap):

1. Read the feature-set slug from the roadmap header.
2. Create plans/_archive/<feature-set>/.
3. Move into it: the roadmap itself, plus only the RD documents and plan folders that appear as rows in the roadmap.
4. Leave all other requirements/ and plans/ content untouched. Never sweep every folder under plans/.
5. A fresh roadmap can then be created for the next feature-set.
6. If the roadmap is missing: return the error below.

Nested layout (feature-level, whole-folder — FR-12 / AR #11):

1. Confirm the feature to archive (its rolled-up Status should be ✅ Done; warn if not). Never fragment a live feature — archive the whole folder, not individual plans.
2. git mv codeops/features/<f> codeops/_archive/<f> (preserves history; intra-feature links survive because the whole folder shifts).
3. In codeops/00-roadmap.md, move the feature's row from ## Features to ## Archived (mark 📦, update the Roadmap link to _archive/<f>/00-roadmap.md) — never delete it — and refresh the Features count + Last Updated.
4. If the portfolio is missing: return the error below.

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compact — shrink an existing roadmap (both layouts)

Slim a roadmap that has bloated over time — a legacy ## Notes running log and/or verbose table cells — back to a lean status table. The mechanical, safety-critical work is delegated to the engine; the judgment (rewriting a fat cell down to a terse phrase) is yours.

1. Resolve layout. compact operates on every roadmap in the repo — the portfolio, every feature roadmap, and _archive/ — not a single feature.
2. Require a clean git tree. Deleting the Notes log is only reversible through git, so if the tree is dirty, STOP and ask the user to commit or stash first (the engine also refuses — check early so the user gets a clean message rather than a mid-run abort).
3. Run the engine — scripts/codeops-roadmap-compact.sh (apply). It strips every ## Notes section in place and prints FLAG <file>:<row>:<column> (<n> chars) lines for oversized cells. It never rewrites a cell.
4. Trim each flagged cell to a terse status phrase, preserving the load-bearing tokens verbatim — waiting on DEF-n and Blocked (was: <stage>). The verbose original stays in git history; never relocate it to another file on disk.
5. Confirm, then re-sync. Run scripts/codeops-roadmap-compact.sh --check — it must report no ## Notes section and no oversized cell. Then run scripts/codeops-roadmap-sync.sh so the counter surfaces stay consistent.
6. Report and stop. List the affected files and leave the change for the user to review and commit (git status / git diff); never auto-commit.

If no roadmap exists: report no roadmap found — nothing to compact; never create one.

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Error handling

Error case	Handling
review / show / archive when roadmap missing	Return **Error:** No roadmap found at <resolved roadmap path>. Run make_roadmap first. (path per the convention doc — plans/00-roadmap.md flat, codeops/00-roadmap.md or the feature roadmap nested)
update when roadmap missing	Fall back to make (ask-if-missing, then create)
make when roadmap already exists	Do NOT ask; sync from disk state (the update action)
Nested: per-feature transition but portfolio row stale	Cascade is mandatory + immediate; review flags the drift (AR #8)
Nested: target feature ambiguous	Ask the user; never guess (AR #26)
compact on a dirty or non-git tree	STOP; ask the user to commit/stash first — the engine also refuses (exit 1)
compact when no roadmap exists	Report no roadmap found — nothing to compact; never create one

Project conventions

For project-specific settings (build/test/verify commands, package manager, structure, conventions), read the project's CLAUDE.md (or detected project conventions). If no CLAUDE.md exists, detect settings from manifest files and use only facts you can read — do not invent settings.

Pointers & related skills

• template.md — the plans/00-roadmap.md template, legend, tracker columns, and a worked example. Read before make.
• stage-hooks.md — the full stage-transition map, which skill fires which hook, and the source-of-truth rule. Read when reasoning about transitions.
• scripts/codeops-roadmap-compact.sh — the compact engine driven by the compact action, and by update/review's --check bloat detection (strips the legacy Notes log, flags fat cells).
• Related skills: requirements (RD Drafted hook), preflight (RD/Plan Preflighted hooks), make_plan (Plan Created hook + linking), exec_plan (Executing / Done / Blocked hooks).