pal-e-docs

Phase 5: Retroactive Milestone Parenting (pal-e-docs dogfood)

phase-2026-03-16-5-retroactive-milestones Phase

phase
Project

Phase 5: Retroactive Milestone Parenting (pal-e-docs dogfood)

Goal: Upgrade pal-e-docs existing milestone notes to proper note_type=milestone, parent completed plans under them, and validate the full hierarchy works before rolling out to other projects.
Owner: Betty Sue / Dottie (data migration, all pal-e-docs operations)
Repo: n/a (data migration via MCP tools, no code changes)
Depends on: Phase 2 (milestone note_type must exist in the enum)

Scope

  • Upgrade 5 existing pal-e-docs milestone notes from note_type=doc to note_type=milestone
  • Upgrade milestone-2026-03-16-knowledge-architecture (this plan's parent) to note_type=milestone
  • Parent the 12 completed pal-e-docs plans under their respective milestones via update_note(parent_slug=...)
  • Update project-pal-e-docs project page: milestones as primary structure
  • Validate: list_notes(parent_slug="milestone-...") correctly returns plan hierarchy
  • Document findings — what worked, what was awkward, what needs convention adjustment

Deliverables

  • 5 milestone notes upgraded from note_type=doc to note_type=milestone, all set to status=completed
  • milestone-2026-03-16-knowledge-architecture upgraded from doc to milestone (already done in Phase 2 verification)
  • 11 completed plans parented under their respective milestones via parent_slug: 3 under project-genesis, 6 under knowledge-engine, 2 under board-system-frontend
  • plan-pal-e-docs left unparented — per decision, in-flight work not reparented. Spans milestones 4+5.
  • Validated: list_notes(note_type="milestone") returns 6 milestones (5 completed, 1 active). list_notes(parent_slug="milestone-2026-03-01-knowledge-engine") returns 6 child plans.
  • plan-2026-03-16-knowledge-architecture — parent plan
  • phase-2026-03-16-2-milestone-note-type — prerequisite
  • Existing milestones: milestone-2026-02-24-project-genesis, milestone-2026-03-01-knowledge-engine, milestone-2026-03-13-board-system-frontend, milestone-2026-03-14-frontend-workbench, milestone-2026-03-15-knowledge-loop