Strategy → Plan Flow (v1.6.1)
v1.6.1 adds a 3-tier planning model to 4 workflows (/docs, /plan, /open, /end). In v1.6.3, this model is managed by the Central Gate architecture, where all tiers are strictly enabled via fields in project.md rather than filesystem probing.
The 3-Tier Model
┌─────────────────────────────────────────────────────────────┐
│ Tier 1: docs/strategy/ WHY + WHAT (opt-in) │
│ ├── strategy.md Overall strategy │
│ └── strategy-*.md Branch-specific strategy │
├─────────────────────────────────────────────────────────────┤
│ Tier 2: plans/*-roadmap.md HOW (overview) (opt-in) │
│ Living index — phases → links to detail plans │
│ Never archived, never set as active_plan │
├─────────────────────────────────────────────────────────────┤
│ Tier 3: plans/*.md HOW (detail) (always) │
│ Task-level phases — IS active_plan │
│ Archived to plans/done/ when complete │
└─────────────────────────────────────────────────────────────┘
Use as many tiers as your project needs:
| Project Size | Tier 1 (Strategy) | Tier 2 (Roadmap) | Tier 3 (Detail) |
|---|---|---|---|
| Small (1-2 features) | — | — | 1 plan |
| Medium (CLI, app) | optional | ✅ | multiple plans |
| Ecosystem (meta) | ✅ | ✅ | per satellite |
End-to-End Flow
/brainstorm ──▶ /docs new ──▶ /plan create ──▶ /open & /end
(ideation) (strategy/) (roadmap/plan) (context + sync)
Step-by-Step
- Brainstorm (
/brainstorm) — Option D smart-routes to/docsfor strategy creation. - Create Strategy (
/docs new) — Step 3.5 detectsdocs/strategy/or suggests creation. - Create Roadmap (
/plan create) — Step 2.8 asks: Roadmap or Detail Plan? Choose 🗺️ Roadmap. - Create Detail Plan (
/plan create) — Step 2.8 detects existing roadmap → suggests next phase. Step 2.9 loads strategy + roadmap context. - Daily Dev (
/open) — Loads strategy summary (~30 tokens), roadmap overview (~40 tokens), pending brainstorms (~20 tokens). Cascade warning (D10) if strategy is newer than roadmap. - End Session (
/end) — Step 3.2 detects strategy/roadmap changes → SYNC entries. Step 3.3 suggests next steps for new brainstorms. Step 4.5 auto-updates roadmap phase status. - Plan Complete (
/plan review) — Archives detail plan, updates roadmap phase → ✅ Done, suggests creating next phase’s detail plan.
Key Decisions
| # | Decision | Resolution |
|---|---|---|
| D7 | Brainstorm vs Strategy priority | Strategy wins — skip older brainstorm |
| D10 | Strategy change cascade | Date compare → warn if roadmap stale |
| D4 | active_plan scope | Detail plans only, never roadmap |
| D6 | /brainstorm Option F “Strategy”? | No — smart routing via Option D |
Filesystem Detection
As of v1.6.3, the system uses field-gated detection via the Central Gate:
| Tier | project.md Field | Used By |
|---|---|---|
| Strategy | strategy: "docs/strategy/..." | /docs, /plan, /open, /end |
| Roadmap | roadmap: "plans/*-roadmap.md" | /plan, /open, /end |
| Detail | active_plan: "plans/*.md" | All workflows |
Roadmap Rules
- Naming:
[scope]-roadmap.md(e.g.,ecosystem-roadmap.md) - Never set as
active_plan - Never archived to
done/ - Auto-updated when a detail plan is activated or completed
Added in v1.6.1. See also: Meta-Project Guide · Ecosystem Architecture · Planning & Backlog
→ Learn: Meta-Project Guide → Learn: Ecosystem Architecture → Learn: Planning & Backlog Guide