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Documentation map and overlap register

Status: ACTIVE governance index Audit date: 2026-08-23 Purpose: explain where every planning-like document belongs and prevent a new roadmap/backlog from appearing outside docs/planning/.

Placement rules

Information Canonical location Examples
Feature status docs/planning/FEATURES.md EVAL-001 = SPEC_READY
Non-terminal task status docs/planning/BACKLOG.md EVAL-101 = READY
Terminal task/evidence docs/planning/archive/YYYY-QN.md PLATFORM-401 = DONE
Product sequencing/gates docs/planning/ROADMAP.md (EN; root ROADMAP_V2.md archived RU original) M0–M6, Z1–Z6
Dependency delivery waves docs/planning/EXECUTION_ROADMAP.md Wave 0–6, WIP and claiming
Feature specification docs/roadmap/NN-*.md or a domain hub roadmap 08, evaluation hub
Architecture decision docs/adr/ADR-NNN-*.md ADR-009
Operational procedure docs/runbooks/*.md rollback, failed posts
Code-review/audit evidence docs/reviews/, docs/audit/ snapshot findings
Historical task breakdown docs/refactor/, .forge/ reference only, frozen status
Research input named research/audit file not a backlog

No new file outside docs/planning/ may call itself the active backlog, task tracker, current sprint, feature register or single source of status.

Current canonical entry points

Feature specification map

Document Feature ID Role Overlap decision
roadmap/01-multi-account.md ACCOUNT-001 Product/component summary Primary product outcome, scope and acceptance summary.
roadmap/01-multi-account-plan.md ACCOUNT-001 Companion implementation detail Explicit summary/detail split selected by PLAN-004; implementation sequencing and technical decisions live here, while status remains canonical in planning.
roadmap/02-per-account-settings.md ACCOUNT-002 Component specification Distinct child of multi-account.
roadmap/03-gemini-nano-image-generation.md MEDIA-001 Feature specification No duplicate runtime image feature found.
roadmap/04-per-account-prompts-brand-voice.md PERSONA-001 Supporting component specification Account voice/profile mechanics; roadmap 08 owns the broader persona product.
roadmap/05-llm-token-cost-optimization.md COST-001 Feature specification Cost mechanics; evaluation owns comparative quality/cost measurement.
roadmap/06-self-healing-resilience.md REL-001 Feature specification Technical recovery; roadmap 12 owns external policy/reputation authorization.
roadmap/07-additional-features-research.md none Research inbox Decompose into feature IDs before work; never use its checklist as backlog.
roadmap/08-editorial-personas-conversational-engagement.md PERSONA-001, ENGAGE-001, GROUND-001 Aggregate product/technical specification Owns persona, reviewed conversation execution and memory boundaries.
roadmap/09-ai-change-release-gate.md EVAL-001 Roadmap/milestone proposal Detailed contracts are superseded by docs/evaluation/; safe reduction tracked by PLAN-003.
evaluation/* EVAL-001 Normative domain specification Owns rubrics, datasets, telemetry, CI and promotion contracts.
roadmap/10-conversation-intelligence-demand-radar.md INTEL-001 Feature specification Aggregates reviewed public demand; does not execute replies.
roadmap/11-reply-to-revenue-assisted-attribution.md ATTR-002 Feature specification Assisted/incremental layer; ADR-007 remains direct attribution.
roadmap/12-platform-policy-reputation-control-plane.md POLICY-001 Feature specification External authorization/reputation; not technical resilience.
roadmap/13-creator-relationship-crm.md CRM-001 Feature specification Public relationship workflow; not interaction memory or demand clustering.
roadmap/14-soulwise-editorial-data-bridge.md BRIDGE-001 Cross-repository feature specification Dedicated sensitive boundary; generic content adapters remain infrastructure.
roadmap/15-network-api-first-posters.md NETWORK-001 Feature specification (2026-08-23) Owns the API-first transport decision for Bluesky/Mastodon; browser posters conserved behind flag.
roadmap/16-telegram-control-bot.md CONTROL-001 Feature specification (2026-08-23) Operator transport only; no business logic duplication, editing stays in dashboard.

ADR map

ADR Decision status Feature/role
ADR-001 Camoufox Accepted Browser transport foundation.
ADR-002 BullMQ Accepted Queue foundation.
ADR-003 LangGraph generation Accepted Generation foundation.
ADR-004 Hexagonal ports Accepted Architecture foundation.
ADR-005 SSE Accepted Realtime foundation.
ADR-006 autonomous architecture Accepted ORCH-001/autonomy foundation.
ADR-007 link attribution Accepted ATTR-001 direct attribution.
ADR-008 persona/memory/engagement Accepted 2026-08-23 PERSONA-001, ENGAGE-001, GROUND-001.
ADR-009 AI release gate Accepted for design EVAL-001.
ADR-010 demand radar Accepted 2026-08-23 INTEL-001.
ADR-011 assisted attribution Accepted 2026-08-23 ATTR-002.
ADR-012 policy/reputation Accepted 2026-08-23 POLICY-001.
ADR-013 creator CRM Accepted 2026-08-23 CRM-001.
ADR-014 editorial bridge Accepted 2026-08-23 BRIDGE-001.
ADR-015 API-first network transport Accepted 2026-08-23 NETWORK-001; Bluesky/Mastodon use free official APIs by default, browser transport remains rollback-only.

ADR decision status is legitimate and separate from implementation status. An accepted ADR does not make its feature DONE.

Evidence dossiers and supporting docs

Location Role Rule
docs/features/ab-testing-infrastructure.md PLATFORM-001 completion dossier Further judge work belongs to EVAL-001.
docs/features/content-adapters.md PLATFORM-002 completion dossier A new adapter receives a new task, not a reopened status table.
docs/features/operator-dashboard.md PLATFORM-003 completion dossier Evaluation panels belong to EVAL-701.
docs/features/prompt-versioning-langfuse.md PLATFORM-004 completion dossier Native trace linkage belongs to EVAL-103.
docs/features/browser-e2e-replay.md BROWSER-001 supporting proposal Canonical work is BROWSER-101..102.
docs/features/multi-instance-distribution.md DIST-001 supporting proposal Current readiness conflict is DIST-101.
docs/DEEP_ANALYSIS_LLM_GENERATION_2026-07-05.md Historical technical research Findings must be re-verified and converted into canonical tasks.
docs/RESEARCH_JUDGING_v0.5.2.md Historical research/judging Calibration design is now in docs/evaluation/07-*.
docs/ARCHITECTURE_AUDIT_v0.5.1.md Historical audit Evidence snapshot, not current architecture spec.

Frozen/historical trackers

Document Historical value Current rule
CONSTITUTION.md Original requirements, resolved questions and changelog Historical requirements snapshot; no current feature/task status.
ROADMAP.md Completed phases 0–6 and old release evidence Archived. docs/planning/ROADMAP.md owns sequencing; root ROADMAP_V2.md is the archived RU v2.4 original.
FEATURE_WISHLIST.md F1–F22 brainstorm history Archived; ideas require a feature ID.
docs/audit/08-BACKLOG.md June audit remediation order/evidence Frozen audit snapshot.
docs/reviews/ACTION_PLAN.md Review-derived task inventory Frozen finding index.
docs/refactor/* Detailed old acceptance/checklists Frozen evidence; reconcile through PLAN-005.
.forge/orchestrator/* Original orchestrator workstream design Frozen task status; map through ORCH-101.

Runbooks keep operational checkboxes because they are procedures, not task status.

Legacy terminology cross-reference (DOCS-103)

Code comments and env docs from pre-planning-hub eras reference "Sprint X" letters and "F-numbers" that have no defining document. They are historical labels only — never sources of status. When touching a file, replace the legacy label with the canonical feature/task ID from the map below; do not do bulk comment sweeps in files owned by active workstreams.

Legacy label Meaning Canonical reference
Sprint P Prompt registry / Langfuse prompt versioning PLATFORM-004 (done)
Sprint Q / F4 Replies monitoring UI, question classifier, incoming comments Replies module (REPLIES_ENABLED), conversation work → ENGAGE-001
Sprint T LLM-in-the-loop queue triage CONTROL-001 adjacent ops tooling (queue.controller.ts)
Sprint I Resumability + HITL review interrupt Generation graph human_review node (generation.controller.ts resume/review endpoints)
Sprint J/K/L/N/O Hardening waves: LLM quality, browser pool/perf, SSE+Redis pooling, resource limits, EDA+flagged modules Superseded by HARDEN-001 (CI-*, REFACTOR-*, DESIGN-*) and REL-001
F6 / F13 / F19 / F20 / F21 / F22 Metrics scraping / recycling / quote cards / warm-up / ban detection / trending AnalyticsModule metrics, RECYCLE-*, quote-cards flag, sessions warm-up, health monitor, trending module
F1 / F8 Autonomous agent / A-B infra ORCH-001 / PLATFORM-001

Known overlap requiring later consolidation

PLAN-003: roadmap 09 versus evaluation package

Similarity audit confirms material overlap, especially CI, rollout and observability. Do not delete user-authored content during active work. After review, reduce roadmap 09 to product scope/milestones and keep technical contracts only in docs/evaluation/.

PLAN-004: two multi-account documents

The explicit non-overlapping summary/detail split is selected: 01-multi-account.md owns product outcome and scope; 01-multi-account-plan.md owns implementation detail, technical decisions and sequencing. Neither document owns current task status, and the two files are retained without destructive consolidation while ACCOUNT-101 remains in external verification.

PLAN-005: unchecked legacy refactor tasks

Old refactor/audit trackers contain hundreds of unchecked or snapshot-completed boxes. They cannot be bulk-copied into the active backlog because code has drifted. Reproduce each surviving finding, create a stable canonical task only if still valid, and archive or cancel the rest with evidence.

New-document checklist

Before adding a planning-like Markdown file:

  1. Search this map and FEATURES.md for the concept.
  2. Reuse the existing feature ID or create one IDEA row.
  3. State document role and canonical feature status link in the header.
  4. Do not add live task status/checklists outside BACKLOG.md.
  5. Link an ADR for a real architectural decision.
  6. Add the document to this map.