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10 changes: 7 additions & 3 deletions CONTRIBUTING.md
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Expand Up @@ -21,9 +21,13 @@ inclusion in APM. This avoids work the project cannot support or accept.
explaining the user problem, evidence, alternatives, and expected benefit.
Proposals, investigations, and design discussion need no prior permission.

See [roadmap and release planning](GOVERNANCE.md#roadmap-and-release-planning)
for how proposals become priorities and release targets. Project rollout is
pending; roadmap placement is separate from human scope approval.
Follow the [Roadmap](https://github.com/orgs/microsoft/projects/2304/views/5)
for Now / Next / Later priorities and
[Ready to contribute](https://github.com/orgs/microsoft/projects/2304/views/7)
for supported, unassigned work. See
[roadmap and release planning](GOVERNANCE.md#roadmap-and-release-planning)
for how proposals become priorities and release targets. Roadmap placement
is separate from human scope approval.

Do not report vulnerabilities or publish credentials in public issues or
PRs. Use the private reporting route in [SECURITY.md](SECURITY.md).
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41 changes: 12 additions & 29 deletions GOVERNANCE.md
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Expand Up @@ -82,7 +82,8 @@ required check, or automatic closing/acceptance policy is introduced.

## Roadmap and release planning

Use one public native GitHub Project, with actual issues as its records.
The public [APM Roadmap](https://github.com/orgs/microsoft/projects/2304/views/5)
is the active planning surface, with actual issues as its records.
Keep scope, evidence, and human approval on the issue; Horizon and priority
order on the Project; release targeting in the issue's milestone. Link PRs
to their issues rather than adding duplicate PR rows or draft cards. Larger
Expand Down Expand Up @@ -127,11 +128,9 @@ and their milestone history, including completed work in the active release.

### Native Project settings

**Rollout pending:** Project preparation is not an active roadmap announcement.
The setup board has verified Horizon columns, Milestone grouping, saved views,
and existing issue intake. Native auto-add still needs configuration and
verification through the supported UI. Keep the active roadmap announcement
on hold; further live changes require maintainer approval.
Project 2304 has public visibility, Horizon columns, Milestone grouping,
the saved views below, and native issue-only auto-add. Maintainers keep
the existing-issue intake current and preserve completed issue history.

In Project settings, use public visibility and one single-select field,
`Horizon`, with `Now`, `Next`, and `Later` in that order. Leave it unset by
Expand All @@ -142,10 +141,10 @@ Save these views with `repo:microsoft/apm is:issue` plus the filters below:

| View | Layout and additional filter |
| --- | --- |
| Roadmap | Board: `is:open horizon:Now,Next,Later`. Group by Horizon in Now / Next / Later order and manually rank issues within each group, highest first. Unselected intake stays out. |
| Intake | Table: `is:open`. All open issues are visible, not implicitly approved. |
| Ready to contribute | Table: `is:open label:"status/accepted" label:"help wanted" no:assignee`. A discovery shortlist, not an approval check. |
| Release | Table: `has:milestone`, grouped by Milestone. Narrow to an existing milestone when needed; do not filter out closed issues. |
| [Roadmap](https://github.com/orgs/microsoft/projects/2304/views/5) | Board: `is:open horizon:Now,Next,Later`. Group by Horizon in Now / Next / Later order and manually rank issues within each group, highest first. Unselected intake stays out. |
| [Intake](https://github.com/orgs/microsoft/projects/2304/views/6) | Table: `is:open`. All open issues are visible, not implicitly approved. |
| [Ready to contribute](https://github.com/orgs/microsoft/projects/2304/views/7) | Table: `is:open label:"status/accepted" label:"help wanted" no:assignee`. A discovery shortlist, not an approval check. |
| [Release](https://github.com/orgs/microsoft/projects/2304/views/8) | Table: `has:milestone`, grouped by Milestone. Narrow to an existing milestone when needed; do not filter out closed issues. |

For Ready to contribute, maintainers keep labels and assignments current;
contributors check the human approval, review contact, comments, and linked
Expand All @@ -162,25 +161,9 @@ silently remove release history. See GitHub's
and [view-filter](https://docs.github.com/en/issues/planning-and-tracking-with-projects/customizing-views-in-your-project/filtering-projects)
instructions.

### Final rollout checklist

After explicit rollout approval, maintainers:

- [x] Prepare the existing public Project, Horizon, saved views, and existing
open-issue intake while preserving completed issue and release history.
- [x] Verify native Roadmap Horizon columns, Release Milestone grouping, and
manual ordering while preserving all existing items and historical fields.
- [ ] Enable and verify repository-scoped auto-add. Recheck the existing-issue
backfill; enabling auto-add alone does not perform it. Leave Horizon empty
unless a human selected it, and retain legacy planning history without
treating it as renewed approval. Leave other native workflows, including
auto-archive, off.
- [ ] Record human priority choices and release targets, then populate the
selected Horizons and rank them. Confirm unselected intake stays off Roadmap,
Ready to contribute reflects supported unclaimed work, and Release includes
completed work as well as unfinished issues.
- [ ] Publish the verified Project link here and in the repository's Projects
entry point, identify it as the active surface, and announce the cadence.
The initial rollout and its operator decisions are recorded in
[#2960](https://github.com/microsoft/apm/issues/2960). Keep other native
workflows off; planning and release decisions remain human-owned.

## Contributor progression

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4 changes: 2 additions & 2 deletions README.md
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Expand Up @@ -6,7 +6,7 @@ Think `package.json`, `requirements.txt`, or `Cargo.toml` — but for AI agent c

GitHub Copilot | Claude Code | Grok Build | Cursor | OpenCode | Codex | Gemini | Windsurf | Kiro

**[Documentation](https://microsoft.github.io/apm/)** · **[Quick Start](https://microsoft.github.io/apm/getting-started/quick-start/)** · **[CLI Reference](https://microsoft.github.io/apm/reference/cli-commands/)** · **[v0.29 Roadmap](https://github.com/microsoft/apm/milestone/17)**
**[Documentation](https://microsoft.github.io/apm/)** · **[Quick Start](https://microsoft.github.io/apm/getting-started/quick-start/)** · **[CLI Reference](https://microsoft.github.io/apm/reference/cli-commands/)** · **[Roadmap](https://github.com/orgs/microsoft/projects/2304/views/5)**

---

Expand Down Expand Up @@ -184,7 +184,7 @@ Use agentrc to author high-quality instructions, then package them with APM to s

Created by [@danielmeppiel](https://github.com/danielmeppiel). Maintained by [@danielmeppiel](https://github.com/danielmeppiel) and [@sergio-sisternes-epam](https://github.com/sergio-sisternes-epam).

- [v0.29 Roadmap](https://github.com/microsoft/apm/milestone/17)
- [Roadmap](https://github.com/orgs/microsoft/projects/2304/views/5)
- [Discussions](https://github.com/microsoft/apm/discussions)
- [Contributing](CONTRIBUTING.md)
- [AI Native Development guide](https://danielmeppiel.github.io/awesome-ai-native) — a practical learning path for AI-native development
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5 changes: 3 additions & 2 deletions docs/src/content/docs/contributing/development-guide.md
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Expand Up @@ -11,8 +11,9 @@ security reporting, and the transition for existing contributions.
[GOVERNANCE.md](https://github.com/microsoft/apm/blob/main/GOVERNANCE.md) names
the responsible human maintainers and explains decisions and responsibilities.
Its [roadmap and release planning model](https://github.com/microsoft/apm/blob/main/GOVERNANCE.md#roadmap-and-release-planning)
separates priorities from scope approval and release targets; Project rollout
is pending.
separates priorities from scope approval and release targets. Follow the public
[Roadmap](https://github.com/orgs/microsoft/projects/2304/views/5) for current
Now / Next / Later priorities.
Those root documents own contribution policy; this guide covers technical work
within the approved scope. Reporting and investigation need no prior permission.

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