Roadmap Integration: Product Feature Management

Training Guide: Execute the /roadmap command to manage features via GitHub Issues with ICE prioritization and vision alignment validation.

---

Phase Overview

Purpose: Brainstorm features, validate against project vision, prioritize with ICE scoring, track shipped features

Inputs:

• Feature ideas (natural language descriptions)
• Project documentation (docs/project/overview.md for vision context)
• Existing GitHub Issues (roadmap state)

Outputs:

• GitHub Issues created with ICE metadata
• Priority labels auto-applied (high/medium/low)
• Vision alignment validation report
• Roadmap summary (Backlog/Next/In Progress/Shipped counts)

Expected duration: 5-15 minutes per feature add, 30-60 minutes for brainstorming

Integration: Feeds into /feature command (roadmap → spec → plan → implement → ship)

---

Execution Steps

Step 1: Initialize GitHub Context

Actions:

1. Check GitHub authentication (gh CLI or GITHUB_TOKEN)
2. Verify repository access
3. Source roadmap manager scripts

Bash (macOS/Linux):

# Source GitHub roadmap manager
source .spec-flow/scripts/bash/github-roadmap-manager.sh

# Check authentication
AUTH_METHOD=$(check_github_auth)

if [ "$AUTH_METHOD" = "none" ]; then
  echo "❌ GitHub authentication required"
  echo ""
  echo "Choose one option:"
  echo "  A) GitHub CLI: gh auth login"
  echo "  B) API Token: export GITHUB_TOKEN=ghp_your_token"
  echo ""
  echo "See: docs/github-roadmap-migration.md"
  exit 1
fi

# Verify repository
REPO=$(get_repo_info)

if [ -z "$REPO" ]; then
  echo "❌ Could not determine repository"
  echo "Ensure you're in a git repository with a GitHub remote"
  exit 1
fi

echo "✅ GitHub authenticated ($AUTH_METHOD)"
echo "✅ Repository: $REPO"

PowerShell (Windows):

# Import GitHub roadmap manager
. .\.spec-flow\scripts\powershell\github-roadmap-manager.ps1

# Check authentication
$authMethod = Test-GitHubAuth

if ($authMethod -eq "none") {
  Write-Host "❌ GitHub authentication required" -ForegroundColor Red
  Write-Host ""
  Write-Host "Choose one option:"
  Write-Host "  A) GitHub CLI: gh auth login"
  Write-Host "  B) API Token: `$env:GITHUB_TOKEN = 'ghp_your_token'"
  Write-Host ""
  Write-Host "See: docs/github-roadmap-migration.md"
  exit 1
}

# Verify repository
$repo = Get-RepositoryInfo

if ([string]::IsNullOrEmpty($repo)) {
  Write-Host "❌ Could not determine repository" -ForegroundColor Red
  Write-Host "Ensure you're in a git repository with a GitHub remote"
  exit 1
}

Write-Host "✅ GitHub authenticated ($authMethod)" -ForegroundColor Green
Write-Host "✅ Repository: $repo" -ForegroundColor Green

Output:

✅ GitHub authenticated (gh-cli)
✅ Repository: owner/repo-name

---

Step 2: Load Project Documentation Context (NEW - Critical)

Purpose: Load project vision, scope boundaries, and target users from overview.md to validate feature alignment.

When to execute:

• Always before adding features
• Always during brainstorming
• Skip during move/delete/search operations

Actions:

PROJECT_OVERVIEW="docs/project/overview.md"
HAS_PROJECT_DOCS=false

if [ -f "$PROJECT_OVERVIEW" ]; then
  HAS_PROJECT_DOCS=true
  echo "✅ Project documentation found"
  echo ""

  # Read project context for validation
  # Claude Code: Read docs/project/overview.md

  # Extract key sections (see extraction logic below)
else
  echo "ℹ️  No project documentation found"
  echo "   Run /init-project to create project design docs"
  echo "   (Optional - roadmap works without it)"
  echo ""
fi

Extraction logic (from overview.md):

# Extract project vision (1 paragraph under "Vision" heading)
VISION=$(sed -n '/^## Vision/,/^##/p' "$PROJECT_OVERVIEW" | sed '1d;$d' | head -10)

# Extract out-of-scope items (bullet list under "Out of Scope")
OUT_OF_SCOPE=$(sed -n '/^### Out of Scope/,/^##/p' "$PROJECT_OVERVIEW" | grep -E '^\s*[-*]' | sed 's/^[[:space:]]*[-*][[:space:]]*//')

# Extract target users (bullet list under "Target Users")
TARGET_USERS=$(sed -n '/^## Target Users/,/^##/p' "$PROJECT_OVERVIEW" | grep -E '^\s*[-*]' | sed 's/^[[:space:]]*[-*][[:space:]]*//')

# Store for validation
export VISION OUT_OF_SCOPE TARGET_USERS

Example extracted context:

Vision:
AKTR helps flight instructors track student progress against ACS standards,
enabling data-driven instruction and transparent competency demonstration.

Out of Scope:
- Flight scheduling or aircraft management
- Payment processing or student billing
- General aviation weather briefings

Target Users:
- Certified Flight Instructors (CFIs)
- Flight students (private, instrument, commercial)
- Flight school administrators

Token budget: ~5-8K tokens (overview.md is typically 2-3 pages)

---

Step 3: Parse User Intent

Actions:

1. Identify action type from natural language
2. Extract parameters (slug, title, requirements, filters)

Action types:

• add - Add new feature with ICE scoring
• brainstorm - Generate feature ideas via web research
• move - Change feature status (Backlog → Next → In Progress)
• delete - Remove feature from roadmap
• prioritize - Show sorted list by ICE score
• search - Find features by keyword/area/role
• ship - Mark feature as shipped

Examples:

User Input	Detected Action	Parameters
"Add student progress widget"	add	title: "student progress widget"
"Brainstorm ideas for CFI tools"	brainstorm	topic: "CFI tools"
"Move auth-refactor to Next"	move	slug: "auth-refactor", target: "Next"
"Delete deprecated-feature"	delete	slug: "deprecated-feature"
"Prioritize backlog"	prioritize	section: "backlog"
"Search for export features"	search	keywords: "export"

Parse logic:

INTENT="${1:-}"  # First argument to /roadmap

# Detect action
case "$INTENT" in
  add|create|new)
    ACTION="add"
    FEATURE_DESCRIPTION="${*:2}"  # All remaining args
    ;;
  brainstorm|ideas|suggest)
    ACTION="brainstorm"
    BRAINSTORM_TOPIC="${*:2}"
    ;;
  move|update|change)
    ACTION="move"
    SLUG="${2}"
    TARGET_SECTION="${3}"
    ;;
  delete|remove)
    ACTION="delete"
    SLUG="${2}"
    ;;
  # ... other actions
esac

---

Step 4: Vision Alignment Validation (NEW - For ADD/BRAINSTORM Actions)

When to execute: Before creating GitHub Issues during ADD or BRAINSTORM actions

Validation checks:

1. Vision alignment: Does feature support project vision?
2. Out-of-scope check: Is feature explicitly excluded?
3. Target user check: Does feature serve documented users?

Validation logic:

if [ "$HAS_PROJECT_DOCS" = true ] && [ "$ACTION" = "add" ]; then
  echo "━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━"
  echo "📋 VISION ALIGNMENT CHECK"
  echo "━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━"
  echo ""
  echo "Project Vision:"
  echo "$VISION"
  echo ""
  echo "Proposed Feature:"
  echo "  $FEATURE_DESCRIPTION"
  echo ""

  # Check 1: Out-of-scope validation
  IS_OUT_OF_SCOPE=false
  while IFS= read -r excluded_item; do
    # Fuzzy match (case-insensitive substring)
    if echo "$FEATURE_DESCRIPTION" | grep -qi "$(echo "$excluded_item" | cut -d' ' -f1-3)"; then
      IS_OUT_OF_SCOPE=true
      MATCHED_EXCLUSION="$excluded_item"
      break
    fi
  done <<< "$OUT_OF_SCOPE"

  if [ "$IS_OUT_OF_SCOPE" = true ]; then
    echo "❌ OUT-OF-SCOPE DETECTED"
    echo ""
    echo "This feature matches an explicit exclusion:"
    echo "  \"$MATCHED_EXCLUSION\" (overview.md:45)"
    echo ""
    echo "Options:"
    echo "  A) Skip (reject out-of-scope feature)"
    echo "  B) Update overview.md (remove exclusion if scope changed)"
    echo "  C) Add anyway (override with justification)"
    read -p "Choice (A/B/C): " alignment_choice

    case $alignment_choice in
      B|b)
        echo "Update overview.md to remove this exclusion, then retry"
        exit 0
        ;;
      C|c)
        echo "Provide justification for override:"
        read -p "> " JUSTIFICATION
        # Add note to issue body
        ALIGNMENT_NOTE="

---

⚠️  **Alignment Note**: Flagged as out-of-scope per overview.md, but added with justification:
> $JUSTIFICATION"
        ;;
      A|a|*)
        echo "Feature rejected (out of scope per overview.md)"
        exit 0
        ;;
    esac
  fi

  # Check 2: Vision alignment (semantic check via Claude)
  # Claude Code: Analyze if feature supports vision
  # Returns: aligned (true/false), concerns (list)

  if [ "$ALIGNED" = false ]; then
    echo "⚠️  Potential misalignment detected"
    echo ""
    echo "Concerns:"
    for concern in "${CONCERNS[@]}"; do
      echo "  - $concern"
    done
    echo ""
    echo "Options:"
    echo "  A) Add anyway (alignment override)"
    echo "  B) Revise feature to align"
    echo "  C) Skip (not aligned with vision)"
    read -p "Choice (A/B/C): " alignment_choice

    case $alignment_choice in
      B|b)
        echo "Describe how to revise:"
        read -p "> " revision
        # Update FEATURE_DESCRIPTION with revised approach
        FEATURE_DESCRIPTION="$revision"
        ;;
      C|c)
        echo "Feature rejected (vision misalignment)"
        exit 0
        ;;
      A|a)
        echo "Proceeding anyway (alignment override)"
        # Add note to issue body
        ALIGNMENT_NOTE="

---

⚠️  **Alignment Note**: Flagged as potentially misaligned with vision, but added per user request."
        ;;
    esac
  else
    echo "✅ Feature aligns with project vision"
  fi

  # Check 3: Target user validation
  # Ensure feature serves at least one documented target user
  echo ""
  echo "Target User Check:"
  echo "Does this feature serve: $TARGET_USERS"
  read -p "Confirm primary user (or 'skip'): " PRIMARY_USER

  if [ "$PRIMARY_USER" != "skip" ]; then
    # Will be stored in issue metadata
    ROLE_LABEL="role:$(echo "$PRIMARY_USER" | tr '[:upper:]' '[:lower:]' | sed 's/[^a-z0-9-]/-/g')"
  fi

  echo ""
fi

Vision alignment decision tree:

Feature proposed
    |
    v
Is overview.md present?
    |-- No --> Skip validation, proceed to ICE scoring
    |
    v (Yes)
Extract: Vision, Out-of-Scope, Target Users
    |
    v
Check 1: Is feature in Out-of-Scope list?
    |-- Yes --> Prompt: Skip / Update overview / Override
    |           |-- Skip --> Exit (rejected)
    |           |-- Update --> Exit (user updates overview.md first)
    |           |-- Override --> Add ALIGNMENT_NOTE, continue
    |
    v (No)
Check 2: Does feature support Vision? (semantic analysis)
    |-- No --> Prompt: Add anyway / Revise / Skip
    |           |-- Skip --> Exit (rejected)
    |           |-- Revise --> Update description, retry Check 2
    |           |-- Add anyway --> Add ALIGNMENT_NOTE, continue
    |
    v (Yes)
Check 3: Does feature serve Target Users?
    |-- Yes --> Extract role label
    |
    v
✅ Validation passed, proceed to ICE scoring

Output examples:

Case 1: Out-of-scope detected

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
📋 VISION ALIGNMENT CHECK
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

Project Vision:
AKTR helps flight instructors track student progress against ACS standards.

Proposed Feature:
  Add flight scheduling and aircraft booking

❌ OUT-OF-SCOPE DETECTED

This feature matches an explicit exclusion:
  "Flight scheduling or aircraft management" (overview.md:45)

Options:
  A) Skip (reject out-of-scope feature)
  B) Update overview.md (remove exclusion if scope changed)
  C) Add anyway (override with justification)
Choice (A/B/C): A

Feature rejected (out of scope per overview.md)

Case 2: Vision misalignment detected

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
📋 VISION ALIGNMENT CHECK
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

Project Vision:
AKTR helps flight instructors track student progress against ACS standards.

Proposed Feature:
  Add social media integration for student profiles

⚠️  Potential misalignment detected

Concerns:
  - Feature focuses on social networking, not ACS tracking
  - No clear connection to competency demonstration
  - May distract from core learning objectives

Options:
  A) Add anyway (alignment override)
  B) Revise feature to align
  C) Skip (not aligned with vision)
Choice (A/B/C): B

Describe how to revise:
> Add ACS achievement badges that students can share to social media to demonstrate competency milestones

✅ Revised feature aligns with vision

Case 3: Validation passed

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
📋 VISION ALIGNMENT CHECK
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

Project Vision:
AKTR helps flight instructors track student progress against ACS standards.

Proposed Feature:
  Add student progress widget showing mastery percentage by ACS area

✅ Feature aligns with project vision

Target User Check:
Does this feature serve: CFIs, Flight students, School admins
Confirm primary user (or 'skip'): Flight students

✅ Vision alignment complete

---

Step 5: ICE Scoring and GitHub Issue Creation

Actions (after vision validation passes):

1. Extract title, requirements, area, role
2. Infer ICE scores (Impact, Effort, Confidence)
3. Calculate ICE score: (Impact × Confidence) / Effort
4. Generate URL-friendly slug
5. Check for duplicates
6. Create GitHub Issue with metadata

ICE scoring defaults:

• Impact: 3 (medium value)
• Effort: 3 (medium complexity)
• Confidence: 0.7 (medium certainty)

Scoring heuristics:

Feature Characteristic	Impact	Effort	Confidence
"Quick win" mentioned	3-4	1-2	0.9-1.0
"Strategic" mentioned	4-5	3-4	0.7-0.8
>30 requirements	4-5	4-5	0.6-0.7
"Simple" or "basic"	2-3	1-2	0.9-1.0
"Complex" or "advanced"	4-5	4-5	0.6-0.8
Piggybacks existing feature	+0	-1	+0.1

Create GitHub Issue:

Bash:

source .spec-flow/scripts/bash/github-roadmap-manager.sh

# Generate slug from title
SLUG=$(echo "$TITLE" | tr '[:upper:]' '[:lower:]' | sed 's/[^a-z0-9-]/-/g' | sed 's/--*/-/g' | cut -c1-30)

# Format requirements as markdown body
BODY="## Problem

$PROBLEM_STATEMENT

## Proposed Solution

$SOLUTION_DESCRIPTION

## Requirements

$REQUIREMENTS_LIST${ALIGNMENT_NOTE:-}"

# Create issue
create_roadmap_issue \
  "$TITLE" \
  "$BODY" \
  "$IMPACT" \
  "$EFFORT" \
  "$CONFIDENCE" \
  "$AREA" \
  "$ROLE" \
  "$SLUG" \
  "type:feature,status:backlog"

# Output: Created issue #123

PowerShell:

. .\.spec-flow\scripts\powershell\github-roadmap-manager.ps1

# Generate slug
$slug = $title.ToLower() -replace '[^a-z0-9-]', '-' -replace '--+', '-' |
        Select-Object -First 1 | ForEach-Object { $_.Substring(0, [Math]::Min(30, $_.Length)) }

# Format body
$body = @"
## Problem

$problemStatement

## Proposed Solution

$solutionDescription

## Requirements

$requirementsList$(if ($alignmentNote) { $alignmentNote } else { '' })
"@

# Create issue
New-RoadmapIssue `
  -Title $title `
  -Body $body `
  -Impact $impact `
  -Effort $effort `
  -Confidence $confidence `
  -Area $area `
  -Role $role `
  -Slug $slug `
  -Labels "type:feature,status:backlog"

Issue frontmatter (auto-added by create_roadmap_issue):

---
ice:
  impact: 4
  effort: 2
  confidence: 0.9
  score: 1.8
metadata:
  area: app
  role: student
  slug: student-progress-widget
---

## Problem
Students struggle to track mastery...

## Proposed Solution
Add a progress widget...

## Requirements
- [ ] Display mastery percentage
- [ ] Group by ACS area

---

⚠️  **Alignment Note**: Validated against project vision (overview.md)

Priority label auto-applied:

• priority:high if score >= 1.5
• priority:medium if 0.8 <= score < 1.5
• priority:low if score < 0.8

Size label auto-applied:

• size:small if effort 1-2
• size:medium if effort 3
• size:large if effort 4
• size:xl if effort 5

---

Step 6: Return Roadmap Summary

Actions:

1. Fetch current roadmap state from GitHub Issues
2. Count features by status (Backlog/Next/In Progress/Shipped)
3. Show top 3 prioritized features
4. Suggest next action

Summary generation:

Bash:

source .spec-flow/scripts/bash/github-roadmap-manager.sh

REPO=$(get_repo_info)

# Count by status
BACKLOG_COUNT=$(gh issue list --repo "$REPO" --label "status:backlog" --json number --jq 'length')
NEXT_COUNT=$(gh issue list --repo "$REPO" --label "status:next" --json number --jq 'length')
IN_PROGRESS_COUNT=$(gh issue list --repo "$REPO" --label "status:in-progress" --json number --jq 'length')
SHIPPED_COUNT=$(gh issue list --repo "$REPO" --label "status:shipped" --state closed --json number --jq 'length')

echo "✅ Created issue #$ISSUE_NUMBER: $SLUG in Backlog"
echo "   Impact: $IMPACT | Effort: $EFFORT | Confidence: $CONFIDENCE | Score: $SCORE"
echo "   Priority: $PRIORITY | Area: $AREA | Role: $ROLE"
echo ""
echo "📊 Roadmap Summary:"
echo "   Backlog: $BACKLOG_COUNT | Next: $NEXT_COUNT | In Progress: $IN_PROGRESS_COUNT | Shipped: $SHIPPED_COUNT"
echo ""

# Show top 3 in Backlog (by priority)
echo "Top 3 in Backlog (by priority):"
gh issue list --repo "$REPO" --label "status:backlog,priority:high" --json number,title,body --limit 3 | \
  jq -r '.[] | "\(.number). \(.title) (Score: \(.body | capture("score: (?<score>[0-9.]+)").score))"'

echo ""
echo "💡 Next: /feature $SLUG"

Output example:

✅ Created issue #123: student-progress-widget in Backlog
   Impact: 4 | Effort: 2 | Confidence: 0.9 | Score: 1.8
   Priority: high | Area: app | Role: student

📊 Roadmap Summary:
   Backlog: 12 | Next: 3 | In Progress: 2 | Shipped: 45

Top 3 in Backlog (by priority):
1. #123 student-progress-widget (Score: 1.8)
2. #98 cfi-batch-export (Score: 1.5)
3. #87 study-plan-generator (Score: 1.2)

💡 Next: /feature student-progress-widget

---

Common Mistakes

1. Skipping vision alignment validation

• Symptom: Features added that don't align with project goals
• Prevention: Always run Step 2 (Load Project Docs) before Step 5 (Create Issue)
• Detection: Check if HAS_PROJECT_DOCS=true but validation was skipped

2. Adding out-of-scope features without justification

• Symptom: Roadmap grows with tangential features
• Prevention: Respect Out-of-Scope exclusions in overview.md
• Fix: Update overview.md if scope legitimately changed, don't just override

3. Missing ICE scores in GitHub Issues

• Symptom: Priority labels not applied, sorting fails
• Prevention: Always use create_roadmap_issue() function (auto-calculates ICE)
• Detection: Check issue body for YAML frontmatter with ice: section

4. Duplicate slugs

• Symptom: Multiple features with same slug
• Prevention: Check get_issue_by_slug() before creating
• Fix: Append -v2 or -alt to duplicate slug

5. Unclear feature descriptions

• Symptom: Vision alignment check fails due to ambiguity
• Prevention: Require Problem + Solution + Requirements format
• Fix: Prompt user for more detail before creating issue

6. Roadmap sync issues

• Symptom: GitHub Issues don't match workflow state
• Prevention: Update issue labels when /feature creates spec
• Fix: Use mark_issue_in_progress() when spec created

---

Completion Criteria

• GitHub authentication verified (gh CLI or token)
• Project documentation loaded (if exists)
• Vision alignment validated (out-of-scope check, vision match, target user)
• ICE scores calculated and applied
• GitHub Issue created with full metadata (YAML frontmatter)
• Priority labels auto-applied (high/medium/low)
• Size labels auto-applied (small/medium/large/xl)
• Roadmap summary displayed (counts by status, top 3 prioritized)
• Next action suggested (/feature [slug])

---

Quality Gates

Blocking validations (must pass before issue creation):

1. Out-of-Scope Gate: Feature not in explicit exclusion list

   • Blocks: Creating GitHub Issue
   • Override: User provides justification, adds ALIGNMENT_NOTE

2. Vision Alignment Gate: Feature supports project vision

   • Blocks: Creating GitHub Issue
   • Override: User revises feature or adds ALIGNMENT_NOTE

Non-blocking warnings:

1. Missing Project Docs: overview.md not found

   • Warning: "Run /init-project to create project design docs"
   • Impact: Vision validation skipped, feature added anyway

2. Large Feature: >30 requirements OR effort >4

   • Warning: "Consider splitting before /feature"
   • Impact: size:xl label added, user prompted to split

---

Integration with Project Documentation

Project docs consulted:

1. docs/project/overview.md (CRITICAL):
   • Vision statement (1 paragraph)
   • Out-of-Scope exclusions (bullet list)
   • Target Users (bullet list)

When docs don't exist:

• Skip vision validation
• Proceed with ICE scoring
• Add informational note: "Run /init-project for vision-aligned roadmap management"

When docs are outdated:

• Prompt user: "Update overview.md if scope changed"
• Don't override exclusions without updating source docs

---

Performance Expectations

Token budget per action:

• ADD (with vision validation): ~8-12K tokens
  • overview.md read: ~5-8K
  • Vision alignment analysis: ~2-3K
  • GitHub Issue creation: ~1K
• ADD (without docs): ~2-3K tokens
• BRAINSTORM (quick): ~15-20K tokens
• BRAINSTORM (deep): ~40-60K tokens

Execution time:

• ADD: 30-60 seconds (with vision check)
• MOVE/DELETE/SEARCH: <10 seconds
• BRAINSTORM quick: 30-60 seconds
• BRAINSTORM deep: 2-5 minutes

---

References

• Command: .claude/commands/roadmap.md (full command specification)
• Scripts:
  • .spec-flow/scripts/bash/github-roadmap-manager.sh
  • .spec-flow/scripts/powershell/github-roadmap-manager.ps1
• Project docs: docs/project/overview.md (vision, scope, users)
• GitHub Issues: Roadmap backend (label-based state management)

---

This SOP guides vision-aligned roadmap management via GitHub Issues with ICE prioritization.