Archive — Move completed plans and roadmap snapshots

Archive completed single-file plans and ultra bundle directories from paths.plans/ into paths.archive/plans/ and optionally trim closed milestones from ROADMAP.md into dated snapshots under paths.archive/roadmap/.

Workflow

Step 0: Load Config

Read .ai-factory/config.yaml if it exists to resolve:

• paths.plans (default: .ai-factory/plans/)
• paths.archive (default: .ai-factory/archive/)
• paths.plan (default: .ai-factory/PLAN.md)
• paths.fix_plan (default: .ai-factory/FIX_PLAN.md)
• paths.roadmap (default: .ai-factory/ROADMAP.md)
• workflow.plan_id_format (default: slug) — active values: slug and sequential. timestamp and uuid are reserved and behave like slug. Treat any unknown value as slug.
• language.ui for user-facing prompts

If config doesn't exist, use defaults listed above.

Read .ai-factory/skill-context/aif-archive/SKILL.md if it exists — project-specific overrides take priority over general instructions.

Step 1: Parse Arguments

Extract mode from arguments:

(no args)        → interactive mode: scan, show completable plans, ask which to archive
list             → show archive contents, then STOP
--roadmap        → trim closed milestones from ROADMAP.md into a snapshot
--all            → archive ALL completed plans (ask confirmation first)
<plan-name>      → archive a specific plan by filename or partial stem match

Parsing rules:

• list and --roadmap are mutually exclusive with <plan-name> and --all
• If multiple conflicting modes are given, emit error and STOP
• <plan-name> can be:
  • full filename: 0005_feature-auth.md
  • ultra directory/entrypoint: 0005_feature-auth or 0005_feature-auth/index.md
  • stem without extension: 0005_feature-auth
  • partial match: feature-auth (must match exactly one plan)

Step 2: Execute Mode

---

Mode: Interactive (no arguments)

1. Scan paths.plans/ for root *.md files and direct child */index.md candidates using Glob. Exclude the resolved paths.plan and paths.fix_plan; count a directory only when its entrypoint declares <!-- aif:plan-mode:ultra -->. Do not treat phase files or unrelated directories as plans.
2. For each artifact, read the entrypoint's ## Tasks section.
3. Determine completion: a plan is completed when ALL task checkboxes are - [x]. Plans with any - [ ] are incomplete.
4. If no completed plans found:

   No completed plans found in <paths.plans/>.
   

   → STOP.
5. Display completed plans:

   Completed plans ready to archive:
   
     1. 0001_feature-alpha.md (completed 2026-05-20)
     2. 0003_feature-gamma.md (completed 2026-05-24)
   
   Incomplete plans (skipped):
     - 0005_feature-delta.md (3/7 tasks done)
   

6. Ask which to archive:

   AskUserQuestion: Which plans to archive?
   
   Options:
   1. All completed plans listed above
   2. Select specific plans (enter numbers)
   3. Cancel
   

7. Execute archive operation for selected plans (see Archive Operation).

---

Mode: list

1. Check if <paths.archive>/plans/ exists.
2. If not: Archive is empty. No plans have been archived yet. → STOP.
3. Glob root <paths.archive>/plans/*.md files and direct child <paths.archive>/plans/*/index.md entrypoints containing exactly one <!-- aif:plan-mode:ultra -->.
4. For each archived artifact, extract its date from YAML frontmatter (full plans) or <!-- aif:archived:YYYY-MM-DD --> immediately after the ultra marker (index.md).
5. Display:

   Archived plans (<paths.archive>/plans/):
   
     1. 0001_feature-alpha.md  (archived: 2026-05-20)
     2. 0003_feature-gamma.md  (archived: 2026-05-24)
   
   Total: 2 archived plans
   

6. Check <paths.archive>/roadmap/ for snapshots and list them if present:

   Roadmap snapshots (<paths.archive>/roadmap/):
   
     1. 2026-05-20_roadmap-snapshot.md (3 milestones)
   

7. STOP.

---

Mode: <plan-name>

1. Resolve <plan-name> to one artifact in paths.plans/:
   • Try exact root filename, exact ultra directory, or exact */index.md match
   • Then try with .md extension appended
   • Then try partial match against root filenames and ultra directory names
2. If no match: Plan not found: <plan-name> with suggestions → STOP.
3. If multiple matches: list them and ask user to be more specific → STOP.
4. For a directory match, read the entrypoint and require <!-- aif:plan-mode:ultra -->; otherwise it is not an archivable AI Factory plan.
5. Read the matched entrypoint and check completion status.
6. If incomplete:

   Plan <filename> is not completed (5/8 tasks done).
   Only completed plans can be archived.
   

   → STOP.
7. Execute archive operation (see Archive Operation).

---

Mode: --all

1. Scan paths.plans/ for completed plans (same logic as interactive mode).
2. If no completed plans: inform and STOP.
3. Display list and ask confirmation:

   AskUserQuestion: Archive ALL completed plans?
   
     1. 0001_feature-alpha.md
     2. 0003_feature-gamma.md
   
   Options:
   1. Yes, archive all 2 plans
   2. Cancel
   

4. Execute archive operation for all confirmed plans.

---

Mode: --roadmap

1. Read the resolved paths.roadmap file.
2. If it doesn't exist: No ROADMAP.md found at <path>. → STOP.
3. Find milestones with - [x] checkbox (completed milestones).
4. If no completed milestones: No closed milestones to archive. → STOP.
5. Display and ask confirmation:

   Closed milestones found in ROADMAP.md:
   
     - [x] MVP Launch — core features shipped
     - [x] Beta Testing — user feedback round
   
   AskUserQuestion: Trim these milestones from ROADMAP.md into a snapshot?
   
   Options:
   1. Yes, create snapshot and trim
   2. Cancel
   

6. Create snapshot:
   • mkdir -p <paths.archive>/roadmap/
   • Determine snapshot filename: YYYY-MM-DD_roadmap-snapshot.md
   • Collision check. Before writing, verify the destination does not already exist:

     Read <paths.archive>/roadmap/YYYY-MM-DD_roadmap-snapshot.md
     

     If the file exists, append a counter suffix to produce a non-colliding name: YYYY-MM-DD_roadmap-snapshot-2.md, YYYY-MM-DD_roadmap-snapshot-3.md, etc. Check each candidate until a free name is found.
   • Write the resolved snapshot path with:

     # Roadmap Snapshot — YYYY-MM-DD
     
     Archived from: <paths.roadmap>
     
     ## Archived Milestones
     
     - [x] MVP Launch — core features shipped
     - [x] Beta Testing — user feedback round
     

7. Edit paths.roadmap: remove the archived - [x] lines from the ## Milestones section. Keep the ## Completed table if it exists. Do NOT edit paths.roadmap unless the snapshot write in step 6 succeeded.
8. Logging: INFO [aif-archive] roadmap snapshot: <resolved-path> (<N> milestones archived)

---

Archive Operation (plans)

For each plan artifact to archive:

1. mkdir -p <paths.archive>/plans/

2. Collision check. Before moving, verify the destination does not already exist:

   Read <paths.archive>/plans/<original-name>          # full plan
   Read <paths.archive>/plans/<original-name>/index.md # ultra bundle
   

   If the file exists:

   • Single plan (interactive or <plan-name>): STOP with an error:

     ERROR [aif-archive] destination already exists: <paths.archive>/plans/<filename>
     A previously archived plan has the same filename. This can happen when
     sequential numbering reuses a freed number after archiving.
     To resolve: rename the existing archive file, or delete it if it is no
     longer needed.
     

   • Batch (--all): SKIP this plan with a warning, continue to the next:

     WARN [aif-archive] skipped: <filename> — destination already exists
     

   Do NOT overwrite in either case.

3. Validate an ultra bundle before moving it. Read index.md and require:

   • exactly one <!-- aif:plan-mode:ultra -->, as the first line or immediately after an optional first-line <!-- handoff:task:<id> -->;
   • a non-empty ## Phase Index;
   • every linked phase path is a direct child of the bundle and exists.

   A malformed bundle is not safe to archive. STOP for a single plan, or emit WARN [aif-archive] skipped malformed ultra bundle: <filename> and continue in --all mode.

4. Move the complete source artifact into the archive path first:

   mv <paths.plans>/<name> <paths.archive>/plans/<name>
   

   For ultra, <name> is the whole directory, so all linked phase files move together. This atomically removes the plan from active discovery.

5. Add archive metadata to the moved entrypoint using Edit (index.md for ultra, the moved plan file otherwise).

   For ultra, preserve the canonical header and insert this comment immediately after <!-- aif:plan-mode:ultra -->:

   <!-- aif:archived:YYYY-MM-DD -->
   

   Never prepend YAML or move the ultra marker: it must remain the first line or immediately after an optional first-line Handoff annotation.

   For a full plan, if the file already has YAML frontmatter (between --- markers at the top):

   • Use Edit to add archived: YYYY-MM-DD field inside the existing frontmatter block.

   If the full plan has no YAML frontmatter:

   • Use Edit to prepend a minimal frontmatter block before the first line:

     ---
     archived: YYYY-MM-DD
     ---
     

   The original filename or directory name is preserved exactly, including any sequential NNNN_ prefix.

6. Logging: INFO [aif-archive] archived: <filename> -> <paths.archive>/plans/<filename>

7. After all plans are processed, display summary:

   ## Archive Complete
   
   Archived N plan(s) to <paths.archive>/plans/:
     - 0001_feature-alpha.md
     - 0003_feature-gamma.md
   
   Skipped: K (destination already exists)
     - 0002_feature-beta.md
   
   Plans directory: <paths.plans/> (M plans remaining)
   

   Omit the "Skipped" section when K is 0.

Completion Detection Algorithm

A plan is completed when:

1. The plan entrypoint contains a ## Tasks section (case-insensitive header match).
2. ALL lines matching the pattern - [x] or - [ ] within the Tasks section (and its subsections) are checked: every checkbox is - [x].
3. If the Tasks section contains zero checkboxes, the plan is considered not completed (empty plans are not archivable).

Edge cases:

• Checkboxes outside ## Tasks (e.g., in ## Settings or ## Commit Plan) are NOT counted for completion.
• Nested checkboxes (indented - [x]) ARE counted.
• Plans whose entrypoint lacks ## Tasks are not archivable — emit WARN [aif-archive] <name> has no ## Tasks section; skipping.

Completion Date Inference

When displaying "completed" dates in interactive mode:

1. Check YAML frontmatter for a completed field — use if present.
2. Fall back to git: git log -1 --format=%ai -- <plan-file> to get last modification date.
3. Fall back to filesystem: entrypoint modification time.

Important Rules

1. Never archive incomplete plans — all tasks must be - [x]
2. Always ask confirmation before --all and --roadmap operations
3. Preserve original file/directory names — including sequential NNNN_ prefix
4. Add archive metadata — YAML frontmatter for full plans; the stable <!-- aif:archived:YYYY-MM-DD --> comment after the ultra marker for bundles
5. Do not modify fast plans (paths.plan) or fix plans (paths.fix_plan) — those are single-file artifacts managed by $aif-implement and $aif-fix
6. Do not count archived plans for sequential numbering — archived plans live in paths.archive/plans/, not paths.plans/, so $aif-plan sequential scan does not include them

Artifact Ownership

• Owns: paths.archive/plans/*.md, archived ultra bundle directories, and paths.archive/roadmap/*.md
• Reads: root paths.plans/*.md, direct child ultra */index.md + linked phases, and paths.roadmap
• Modifies: paths.roadmap (only with --roadmap, only after confirmation)
• Does NOT touch: paths.plan, paths.fix_plan, paths.description, paths.architecture, paths.rules_file