Add dev setup script and restructure dependencies for editable installs

- Add scripts/dev-setup.sh for setting up development environment with
  editable installs of interdependent projects (cmdforge, ramble,
  artifact-editor, orchestrated-discussions)
- Restructure pyproject.toml dependencies: top-level app specifies git URLs,
  libraries use name-only deps for compatibility with editable installs
- Add artifact-editor as explicit dependency (transitive through discussions)
- Various model, parser, and widget enhancements

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>

CLAUDE.md

@@ -35,8 +35,9 @@ src/development_hub/
 ├── terminal_display.py     # Terminal rendering with scrollback
 ├── pty_manager.py          # PTY process management
 ├── project_discovery.py    # Auto-discover projects from paths
-├── dialogs.py              # New Project, Settings, Preview dialogs
+├── dialogs.py              # New Project, Settings, Setup Wizard dialogs
 ├── settings.py             # JSON persistence for settings & session
+├── paths.py                # Centralized path resolution from settings
 ├── styles.py               # Dark theme stylesheet
 ├── models/                 # Data models (Goal, Todo, Milestone)
 ├── views/dashboard/        # Dashboard views and components
@@ -61,6 +62,10 @@ src/development_hub/
 | `TerminalDisplay` | terminal_display.py | Terminal rendering with scrollback buffer |
 | `AutoAcceptToast` | terminal_widget.py | Countdown toast for auto-accept prompts |
 | `AutoAcceptDialog` | dialogs.py | Duration selection for auto-accept |
+| `ImportPlanDialog` | dialogs.py | Import implementation plans to milestones |
+| `SetupWizardDialog` | dialogs.py | Multi-page first-run wizard |
+| `SettingsDialog` | dialogs.py | Application settings with docs mode |
+| `PathResolver` | paths.py | Centralized path resolution singleton |
 | `DashboardDataStore` | views/dashboard/data_store.py | Data persistence with file watching |
 | `UndoManager` | views/dashboard/undo_manager.py | Undo/redo action management |
 
@@ -68,7 +73,7 @@ src/development_hub/
 
 - **Project List**: Discovers projects from configurable search paths
 - **Project Filtering**: Filter box to quickly find projects by name or key
-- **Context Menu**: Open terminal, editor, Gitea, docs, deploy
+- **Context Menu**: Open terminal, editor, git host, docs, deploy (items hidden when not configured)
 - **Splittable Panes**: Horizontal/vertical splits, each pane has own tab bar
 - **Cross-Pane Tab Dragging**: Drag tabs between panes to reorganize workspace
 - **Terminal**: Full PTY with pyte for TUI support (vim, htop work)
@@ -81,6 +86,13 @@ src/development_hub/
 - **New Project Dialog**: Integrates with Ramble for voice input
 - **Progress Reports**: Export weekly progress summaries from daily standups
 - **Auto-accept Prompts**: Automatically accept Y/yes prompts in terminals for CLI tools (Claude, Codex, etc.)
+- **Plan Import**: Import implementation plans into milestones via right-click context menu
+- **Phase Grouping**: Todos can be grouped by phase within milestones using `[Phase N]` prefix
+- **Milestone Discussions**: Start discussions directly from milestones for implementation planning
+- **Workspace Files**: Export/import configuration via YAML for sharing setups
+- **First-Run Wizard**: Multi-page setup wizard with Simple/Documentation/Import modes
+- **Documentation Modes**: Standalone (local storage) or Project-Docs (Docusaurus integration)
+- **Graceful Degradation**: Features hide when dependencies unavailable (CmdForge, git, docs)
 
 ### Keyboard Shortcuts
 
@@ -95,6 +107,7 @@ src/development_hub/
 | `Ctrl+Shift+P` | Close active pane |
 | `Ctrl+Alt+Left/Right` | Switch panes |
 | `Ctrl+B` | Toggle project panel |
+| `Ctrl+G` | Global Dashboard |
 | `Ctrl+N` | New project dialog |
 | `Ctrl+D` | New discussion |
 | `Ctrl+R` | Weekly progress report |
@@ -150,6 +163,71 @@ The dashboard automatically syncs data between documentation files:
 
 This means you can define major work items in milestone deliverable tables, and they'll automatically appear in your todo list for tracking.
 
+### Todo Notes
+
+Todos can have optional notes that provide additional context. Notes are displayed as tooltips when hovering over todo items and are persisted as indented blockquote lines in `todos.md`:
+
+```markdown
+- [ ] [Phase 1] Add settings module @M4
+  > File: settings.py - Add DEFAULTS and properties
+- [ ] Task without notes @M4
+```
+
+Notes are automatically extracted when importing plans via the Import Plan dialog and preserved through save/reload cycles.
+
+### Workspace Files
+
+Development Hub supports exporting and importing configuration via YAML workspace files. This allows sharing setups between machines or users.
+
+**Export/Import via menu:** File → Export Workspace... / Import Workspace...
+
+**Workspace file format:**
+```yaml
+# ~/.devhub-workspace.yaml
+name: "My Development Environment"
+version: 1
+
+paths:
+  projects_root: ~/PycharmProjects
+  docs_root: ~/PycharmProjects/project-docs/docs  # Optional
+
+documentation:
+  enabled: true
+  mode: project-docs  # "standalone" | "project-docs"
+  docusaurus_path: ~/PycharmProjects/project-docs
+  auto_start_server: true
+
+git_hosting:
+  type: gitea  # "gitea" | "github" | "gitlab"
+  url: https://gitea.example.com
+  owner: username
+  pages_url: https://pages.example.com  # Optional
+
+features:
+  cmdforge_integration: true
+  progress_tracking: true
+```
+
+### Documentation Modes
+
+Development Hub supports two documentation modes:
+
+1. **Standalone Mode**: Data stored locally in `~/.local/share/development-hub/`. No Docusaurus integration. Good for simple use cases.
+
+2. **Project-Docs Mode**: Full Docusaurus integration with centralized documentation. Supports auto-start docs server, deploy scripts, and pages hosting.
+
+The mode is configured during first-run setup or in Settings → Documentation.
+
+### First-Run Wizard
+
+On first launch (when no `settings.json` exists), the setup wizard appears with three options:
+
+1. **Simple Mode**: Quick setup with just a projects directory. Documentation features disabled.
+2. **Documentation Mode**: Full setup with Docusaurus path, git hosting, and pages configuration.
+3. **Import Workspace**: Load settings from a `.devhub-workspace.yaml` file.
+
+Existing users are unaffected - the wizard only appears when `setup_completed` is false.
+
 ## CLI Scripts
 
 ### `bin/new-project`
@@ -213,6 +291,43 @@ Templates use these placeholders (replaced by sed):
 
 ## Configuration
 
+### Settings File
+
+Settings are stored in `~/.config/development-hub/settings.json`. Key settings:
+
+| Setting | Default | Description |
+|---------|---------|-------------|
+| `docs_mode` | `"auto"` | `"auto"`, `"standalone"`, or `"project-docs"` |
+| `docs_root` | `""` | Override docs root path (empty = derive from mode) |
+| `docusaurus_path` | `""` | Path to project-docs directory |
+| `pages_url` | `""` | URL for documentation pages hosting |
+| `cmdforge_path` | `""` | Override CmdForge installation path |
+| `progress_dir` | `""` | Override progress log directory |
+| `auto_start_docs_server` | `true` | Start Docusaurus dev server on launch |
+| `git_host_type` | `""` | `"gitea"`, `"github"`, or `"gitlab"` |
+| `git_host_url` | `""` | Git hosting URL |
+| `git_host_owner` | `""` | Username or organization |
+| `git_host_token` | `""` | API token for repo creation |
+
+### Path Resolution
+
+The `PathResolver` class (`paths.py`) centralizes all path lookups:
+
+```python
+from development_hub.paths import paths
+
+paths.projects_root      # Primary projects directory
+paths.docs_root          # Documentation root
+paths.project_docs_dir   # Docusaurus project directory
+paths.progress_dir       # Progress log directory
+paths.build_script       # build-public-docs.sh path
+paths.cmdforge_executable  # CmdForge binary path
+
+paths.project_docs_path("myproject")  # Docs for specific project
+paths.git_url("owner", "repo")        # Git repository URL
+paths.pages_url("owner", "repo")      # Pages URL for project
+```
+
 ### Gitea API Token
 
 The script needs a Gitea API token to create repositories:

README.md

@@ -90,13 +90,12 @@ To create manually:
 
 ### Project List (Left Panel)
 - Auto-discovers projects from build configuration
-- Double-click to open terminal at project root
-- Right-click context menu:
-  - Open Terminal
-  - Open in Editor
-  - View on Gitea
-  - View Documentation
-  - Deploy Docs
+- Filter box to quickly find projects
+- Double-click to open project dashboard
+- Right-click context menu (items shown based on configuration):
+  - Open Dashboard / Terminal / Editor
+  - View on Git Host / Documentation
+  - Update / Deploy Docs
 
 ### Workspace (Right Panel)
 - Splittable panes (horizontal/vertical)
@@ -104,6 +103,20 @@ To create manually:
 - Full PTY terminals with TUI support (vim, htop, etc.)
 - Drag & drop files/folders to inject paths
 - Session persistence - remembers layout on restart
+- Auto-accept prompts for AI CLI tools
+
+### First-Run Setup
+
+On first launch, a setup wizard helps configure:
+- **Simple Mode**: Just a projects directory, local data storage
+- **Documentation Mode**: Full Docusaurus integration with git hosting
+- **Import Workspace**: Load settings from a YAML file
+
+### Workspace Files
+
+Export your configuration to share with others:
+- File → Export Workspace... (creates `.devhub-workspace.yaml`)
+- File → Import Workspace... (loads settings from file)
 
 ### Keyboard Shortcuts
 
@@ -116,6 +129,8 @@ To create manually:
 | `Ctrl+Alt+Left/Right` | Switch panes |
 | `Ctrl+B` | Toggle project panel |
 | `Ctrl+N` | New project dialog |
+| `Ctrl+G` | Global Dashboard |
+| `Ctrl+R` | Weekly progress report |
 
 ## Full Documentation
 

pyproject.toml

@@ -12,9 +12,13 @@ requires-python = ">=3.10"
 dependencies = [
     "PySide6>=6.4.0",
     "pyte>=0.8.0",
-    "orchestrated-discussions[gui] @ git+https://gitea.brrd.tech/rob/orchestrated-discussions.git",
-    "ramble @ git+https://gitea.brrd.tech/rob/ramble.git",
+    "pyyaml>=6.0",
+    # Git dependencies - top-level app specifies where to get internal packages
+    # Libraries use name-only deps so editable installs work during development
     "cmdforge @ git+https://gitea.brrd.tech/rob/CmdForge.git",
+    "ramble @ git+https://gitea.brrd.tech/rob/ramble.git",
+    "artifact-editor @ git+https://gitea.brrd.tech/rob/artifact-editor.git",
+    "orchestrated-discussions[gui] @ git+https://gitea.brrd.tech/rob/orchestrated-discussions.git",
 ]
 
 [project.optional-dependencies]

scripts/dev-setup.sh

@@ -0,0 +1,89 @@
+#!/bin/bash
+# Development setup script for development-hub
+#
+# This script installs all interdependent projects as editable packages,
+# allowing you to develop them in parallel without reinstalling.
+#
+# Usage:
+#   ./scripts/dev-setup.sh          # Full setup with venv creation
+#   ./scripts/dev-setup.sh --deps   # Just reinstall editable deps (faster)
+
+set -e
+
+SCRIPT_DIR="$(cd "$(dirname "${BASH_SOURCE[0]}")" && pwd)"
+PROJECT_DIR="$(dirname "$SCRIPT_DIR")"
+PROJECTS_ROOT="$(dirname "$PROJECT_DIR")"
+
+# Colors for output
+GREEN='\033[0;32m'
+BLUE='\033[0;34m'
+NC='\033[0m' # No Color
+
+log() {
+    echo -e "${BLUE}==>${NC} $1"
+}
+
+success() {
+    echo -e "${GREEN}==>${NC} $1"
+}
+
+# Check if we're just updating deps
+DEPS_ONLY=false
+if [ "$1" = "--deps" ]; then
+    DEPS_ONLY=true
+fi
+
+cd "$PROJECT_DIR"
+
+if [ "$DEPS_ONLY" = false ]; then
+    # Create venv if it doesn't exist
+    if [ ! -d ".venv" ]; then
+        log "Creating virtual environment..."
+        python3 -m venv .venv
+    fi
+fi
+
+# Activate venv
+log "Activating virtual environment..."
+source .venv/bin/activate
+
+if [ "$DEPS_ONLY" = false ]; then
+    # Upgrade pip
+    log "Upgrading pip..."
+    pip install --upgrade pip
+fi
+
+# Install editable packages in dependency order (base packages first)
+# Using --no-deps to avoid git URL conflicts, then installing other deps
+log "Installing cmdforge (base layer)..."
+pip install -e "$PROJECTS_ROOT/CmdForge" --no-deps
+pip install PyYAML requests PySide6 NodeGraphQt setuptools
+
+log "Installing ramble..."
+pip install -e "$PROJECTS_ROOT/ramble" --no-deps
+
+log "Installing artifact-editor..."
+pip install -e "$PROJECTS_ROOT/artifact-editor" --no-deps
+pip install QScintilla
+
+log "Installing orchestrated-discussions[gui]..."
+pip install -e "$PROJECTS_ROOT/orchestrated-discussions[gui]" --no-deps
+pip install dearpygui sounddevice numpy urwid
+
+log "Installing development-hub..."
+pip install -e "$PROJECT_DIR" --no-deps
+pip install pyte
+
+if [ "$DEPS_ONLY" = false ]; then
+    # Install dev dependencies
+    log "Installing dev dependencies..."
+    pip install pytest pytest-qt pytest-cov
+fi
+
+success "Development environment ready!"
+echo ""
+echo "Installed packages (editable):"
+pip list | grep -E "(cmdforge|ramble|artifact-editor|orchestrated-discussions|development-hub)" | sed 's/^/  /'
+echo ""
+echo "To activate: source .venv/bin/activate"
+echo "To run: development-hub"

src/development_hub/main_window.py

@@ -14,6 +14,7 @@ from PySide6.QtWidgets import (
     QWidget,
 )
 
+from development_hub.paths import paths
 from development_hub.project_discovery import Project
 from development_hub.project_list import ProjectListWidget
 from development_hub.workspace import WorkspaceManager
@@ -84,6 +85,9 @@ class MainWindow(QMainWindow):
         new_project.triggered.connect(self._new_project)
         file_menu.addAction(new_project)
 
+        # New Discussion - only show if discussions is available
+        import shutil
+        if shutil.which("discussions"):
             new_discussion = QAction("New &Discussion...", self)
             new_discussion.setShortcut(QKeySequence("Ctrl+D"))
             new_discussion.triggered.connect(self._launch_global_discussion)
@@ -91,6 +95,16 @@ class MainWindow(QMainWindow):
 
         file_menu.addSeparator()
 
+        export_workspace = QAction("Export &Workspace...", self)
+        export_workspace.triggered.connect(self._export_workspace)
+        file_menu.addAction(export_workspace)
+
+        import_workspace = QAction("&Import Workspace...", self)
+        import_workspace.triggered.connect(self._import_workspace)
+        file_menu.addAction(import_workspace)
+
+        file_menu.addSeparator()
+
         settings_action = QAction("&Settings...", self)
         settings_action.setShortcut(QKeySequence("Ctrl+,"))
         settings_action.triggered.connect(self._show_settings)
@@ -135,6 +149,11 @@ class MainWindow(QMainWindow):
         toggle_projects.triggered.connect(self._toggle_project_panel)
         view_menu.addAction(toggle_projects)
 
+        global_dashboard = QAction("&Global Dashboard", self)
+        global_dashboard.setShortcut(QKeySequence("Ctrl+G"))
+        global_dashboard.triggered.connect(self._open_global_dashboard)
+        view_menu.addAction(global_dashboard)
+
         view_menu.addSeparator()
 
         split_h = QAction("Split &Horizontal", self)
@@ -166,7 +185,8 @@ class MainWindow(QMainWindow):
         prev_pane.triggered.connect(self.workspace.focus_previous_pane)
         view_menu.addAction(prev_pane)
 
-        # Reports menu
+        # Reports menu - only show if docs/progress tracking is enabled
+        if paths.is_docs_enabled:
             reports_menu = menubar.addMenu("&Reports")
 
             weekly_report = QAction("&Weekly Progress Report...", self)
@@ -275,7 +295,7 @@ class MainWindow(QMainWindow):
         """Launch orchestrated-discussions UI in the root projects directory with new dialog."""
         from PySide6.QtWidgets import QMessageBox
 
-        projects_root = Path.home() / "PycharmProjects"
+        projects_root = paths.projects_root
 
         try:
             subprocess.Popen(
@@ -326,6 +346,25 @@ class MainWindow(QMainWindow):
         else:
             self.project_list.show()
 
+    def _open_global_dashboard(self):
+        """Open the global dashboard in the active pane."""
+        from development_hub.views.dashboard.global_dashboard import GlobalDashboard
+
+        pane = self.workspace.get_active_pane()
+        if not pane:
+            return
+
+        # Check if global dashboard already exists in this pane
+        for i in range(pane.tab_widget.count()):
+            widget = pane.tab_widget.widget(i)
+            if isinstance(widget, GlobalDashboard):
+                pane.tab_widget.setCurrentIndex(i)
+                return
+
+        # Create new global dashboard
+        self.workspace.add_global_dashboard()
+        self._update_status()
+
     def _split_horizontal(self):
         """Split the active pane horizontally (creates left/right panes)."""
         self.workspace.split_horizontal()
@@ -356,6 +395,68 @@ class MainWindow(QMainWindow):
         dialog = SettingsDialog(self)
         dialog.exec()
 
+    def _export_workspace(self):
+        """Export current settings to a workspace file."""
+        from PySide6.QtWidgets import QFileDialog, QMessageBox
+
+        # Suggest filename
+        default_name = "devhub-workspace.yaml"
+        path, _ = QFileDialog.getSaveFileName(
+            self,
+            "Export Workspace",
+            str(Path.home() / default_name),
+            "Workspace Files (*.yaml *.yml);;All Files (*)"
+        )
+
+        if path:
+            try:
+                self.settings.export_workspace(Path(path))
+                QMessageBox.information(
+                    self,
+                    "Export Complete",
+                    f"Workspace exported to:\n{path}"
+                )
+            except Exception as e:
+                QMessageBox.critical(
+                    self,
+                    "Export Failed",
+                    f"Failed to export workspace:\n{e}"
+                )
+
+    def _import_workspace(self):
+        """Import settings from a workspace file."""
+        from PySide6.QtWidgets import QFileDialog, QMessageBox
+
+        path, _ = QFileDialog.getOpenFileName(
+            self,
+            "Import Workspace",
+            str(Path.home()),
+            "Workspace Files (*.yaml *.yml);;All Files (*)"
+        )
+
+        if path:
+            try:
+                results = self.settings.import_workspace(Path(path))
+                imported = results.get("imported", [])
+                warnings = results.get("warnings", [])
+
+                msg = f"Successfully imported: {', '.join(imported)}"
+                if warnings:
+                    msg += f"\n\nWarnings:\n" + "\n".join(warnings)
+
+                QMessageBox.information(self, "Import Complete", msg)
+
+                # Refresh project list with new settings
+                self.project_list.refresh()
+                self._update_status()
+
+            except Exception as e:
+                QMessageBox.critical(
+                    self,
+                    "Import Failed",
+                    f"Failed to import workspace:\n{e}"
+                )
+
     def _show_about(self):
         """Show about dialog."""
         from PySide6.QtWidgets import QMessageBox
@@ -371,6 +472,7 @@ class MainWindow(QMainWindow):
             "<ul>"
             "<li><b>Ctrl+Z</b> - Undo (dashboard)</li>"
             "<li><b>Ctrl+Shift+Z</b> - Redo (dashboard)</li>"
+            "<li><b>Ctrl+G</b> - Global Dashboard</li>"
             "<li><b>Ctrl+Shift+T</b> - New terminal tab</li>"
             "<li><b>Ctrl+Shift+W</b> - Close current tab</li>"
             "<li><b>Ctrl+Shift+D</b> - Split pane horizontal</li>"
@@ -417,8 +519,8 @@ class MainWindow(QMainWindow):
         if not self.settings.auto_start_docs_server:
             return
 
-        project_docs = Path.home() / "PycharmProjects" / "project-docs"
-        if not project_docs.exists():
+        project_docs = paths.project_docs_dir
+        if not project_docs or not project_docs.exists():
             return
 
         # Kill any existing docusaurus process first

src/development_hub/models/goal.py

@@ -45,6 +45,23 @@ class Deliverable:
         return cls(name=name, status=status)
 
 
+@dataclass
+class LinkedDocument:
+    """A document linked to a milestone (plan, spec, notes, etc.)."""
+    path: str  # Relative path to document
+    title: str = ""  # Display title (derived from path if empty)
+    doc_type: str = "plan"  # "plan", "spec", "notes", "discussion"
+
+    @property
+    def display_title(self) -> str:
+        """Get display title, falling back to filename."""
+        if self.title:
+            return self.title
+        # Extract filename without extension
+        from pathlib import Path
+        return Path(self.path).stem.replace("-", " ").replace("_", " ").title()
+
+
 @dataclass
 class Milestone:
     """A milestone with deliverables and progress tracking."""
@@ -56,6 +73,8 @@ class Milestone:
     deliverables: list[Deliverable] = field(default_factory=list)
     notes: str = ""
     description: str = ""  # Free-form description text
+    plan_path: str | None = None  # Path to linked plan document
+    documents: list[LinkedDocument] = field(default_factory=list)  # Additional linked docs
 
     @property
     def is_complete(self) -> bool:

src/development_hub/models/todo.py

@@ -15,6 +15,8 @@ class Todo:
     tags: list[str] = field(default_factory=list)  # from #tag in text
     completed_date: str | None = None
     blocker_reason: str | None = None  # For blocked items
+    phase: str | None = None  # from [Phase 1] prefix or #phase-1 tag
+    notes: str | None = None  # Additional context, shown as tooltip
 
     @property
     def priority_order(self) -> int:
@@ -33,9 +35,21 @@ class Todo:
         self.blocker_reason = None
 
     def to_markdown(self) -> str:
-        """Convert to markdown checkbox format."""
+        """Convert to markdown checkbox format.
+
+        Returns a string that may be multiple lines if notes are present:
+        - [ ] Task text @M4
+          > Notes about this task
+        """
         checkbox = "[x]" if self.completed else "[ ]"
-        parts = [f"- {checkbox} {self.text}"]
+
+        # Include phase prefix if present
+        if self.phase:
+            text_part = f"[{self.phase}] {self.text}"
+        else:
+            text_part = self.text
+
+        parts = [f"- {checkbox} {text_part}"]
 
         if self.milestone:
             parts.append(f"@{self.milestone}")
@@ -51,7 +65,13 @@ class Todo:
         if self.blocker_reason:
             parts.append(f"- {self.blocker_reason}")
 
-        return " ".join(parts)
+        result = " ".join(parts)
+
+        # Add notes as indented blockquote line
+        if self.notes:
+            result += f"\n  > {self.notes}"
+
+        return result
 
 
 @dataclass

src/development_hub/parsers/base.py

@@ -251,6 +251,24 @@ class BaseParser:
             return date, text.strip()
         return None, text
 
+    @staticmethod
+    def extract_phase(text: str) -> tuple[str | None, str]:
+        """Extract [Phase N] or [Phase Name] prefix from text.
+
+        Args:
+            text: Text potentially starting with [Phase 1] or similar
+
+        Returns:
+            Tuple of (phase string or None, text without phase prefix)
+        """
+        # Match [Phase X] at the start of the text
+        match = re.match(r"^\[([^\]]+)\]\s*", text)
+        if match:
+            phase = match.group(1)
+            text = text[match.end():].strip()
+            return phase, text
+        return None, text
+
     @staticmethod
     def parse_table(lines: list[str]) -> list[tuple[str, ...]]:
         """Parse a markdown table.

src/development_hub/parsers/goals_parser.py

@@ -9,6 +9,7 @@ from development_hub.models.goal import (
     GoalList,
     Milestone,
     Deliverable,
+    LinkedDocument,
     MilestoneStatus,
     DeliverableStatus,
 )
@@ -211,6 +212,8 @@ class MilestonesParser(BaseParser):
         deliverables = []
         notes = ""
         description_lines = []
+        plan_path = None
+        documents = []
 
         lines = content.split("\n")
         table_lines = []
@@ -242,6 +245,21 @@ class MilestonesParser(BaseParser):
                 notes = notes_match.group(1).strip()
                 continue
 
+            # Parse **Plan**: path/to/file.md
+            plan_match = re.match(r"\*\*Plan\*\*:\s*(.+)", line_stripped)
+            if plan_match:
+                plan_path = plan_match.group(1).strip()
+                continue
+
+            # Parse **Documents**: path1, path2, ... (optional multi-doc field)
+            docs_match = re.match(r"\*\*Documents\*\*:\s*(.+)", line_stripped)
+            if docs_match:
+                doc_paths = [p.strip() for p in docs_match.group(1).split(",")]
+                for path in doc_paths:
+                    if path:
+                        documents.append(LinkedDocument(path=path))
+                continue
+
             # Parse deliverables table
             if line_stripped.startswith("|"):
                 in_table = True
@@ -270,6 +288,8 @@ class MilestonesParser(BaseParser):
             deliverables=deliverables,
             notes=notes,
             description=" ".join(description_lines),
+            plan_path=plan_path,
+            documents=documents,
         )
 
     def _parse_status(self, status_text: str) -> tuple[MilestoneStatus, int]:
@@ -407,6 +427,15 @@ class MilestonesParser(BaseParser):
         if milestone.notes:
             lines.append(f"**Notes**: {milestone.notes}")
 
+        # Plan path
+        if milestone.plan_path:
+            lines.append(f"**Plan**: {milestone.plan_path}")
+
+        # Additional documents
+        if milestone.documents:
+            doc_paths = ", ".join(d.path for d in milestone.documents)
+            lines.append(f"**Documents**: {doc_paths}")
+
         # Description (after fields, before table)
         if milestone.description:
             lines.append("")

src/development_hub/parsers/todos_parser.py

@@ -16,6 +16,7 @@ class TodosParser(BaseParser):
         Expected format:
         ## Active Tasks / High Priority / Medium Priority / Low Priority
         - [ ] Task description @project #tag
+          > Optional notes on indented line
 
         ## Completed
         - [x] Done task (2026-01-06)
@@ -38,10 +39,25 @@ class TodosParser(BaseParser):
         current_priority = "medium"
         table_lines = []
         in_table = False
+        pending_todo = None  # Track todo waiting for possible notes
 
-        for line in self.body.split("\n"):
+        lines = self.body.split("\n")
+        for line in lines:
             line_stripped = line.strip()
 
+            # Check for indented note line (follows a todo)
+            if pending_todo and line.startswith("  ") and line_stripped.startswith(">"):
+                # Extract note text (remove leading > and whitespace)
+                note_text = line_stripped[1:].strip()
+                pending_todo.notes = note_text
+                todo_list.add_todo(pending_todo)
+                pending_todo = None
+                continue
+            elif pending_todo:
+                # Previous line was a todo but this isn't a note - add the todo
+                todo_list.add_todo(pending_todo)
+                pending_todo = None
+
             # Detect section headers
             if line_stripped.startswith("## ") or line_stripped.startswith("### "):
                 # Save any pending table
@@ -93,7 +109,12 @@ class TodosParser(BaseParser):
             if line_stripped.startswith("- ["):
                 todo = self._parse_todo_line(line_stripped, current_priority, current_section)
                 if todo:
-                    todo_list.add_todo(todo)
+                    # Don't add yet - wait to see if next line has notes
+                    pending_todo = todo
+
+        # Handle any remaining pending todo
+        if pending_todo:
+            todo_list.add_todo(pending_todo)
 
         # Handle any remaining table
         if in_table and table_lines:
@@ -105,7 +126,7 @@ class TodosParser(BaseParser):
         """Parse a single todo line.
 
         Args:
-            line: Line like "- [ ] Task @M1 @project #tag"
+            line: Line like "- [ ] [Phase 1] Task @M1 @project #tag"
             priority: Current priority level
             section: Current section name
 
@@ -117,6 +138,9 @@ class TodosParser(BaseParser):
         if not text:
             return None
 
+        # Extract phase prefix first (e.g., [Phase 1])
+        phase, text = self.extract_phase(text)
+
         # Extract metadata (milestone first, then project)
         milestone, text = self.extract_milestone_tag(text)
         project, text = self.extract_project_tag(text)
@@ -156,6 +180,7 @@ class TodosParser(BaseParser):
             tags=tags,
             completed_date=date,
             blocker_reason=blocker_reason if section == "blocked" else None,
+            phase=phase,
         )
 
         # Handle blocked items

src/development_hub/paths.py

@@ -0,0 +1,159 @@
+"""Centralized path resolution for Development Hub.
+
+This module provides a singleton PathResolver that resolves all paths
+from settings, making it easy to use configurable paths throughout
+the application.
+"""
+
+import shutil
+from pathlib import Path
+
+
+class PathResolver:
+    """Resolves all application paths from settings.
+
+    This singleton class provides a centralized way to access all
+    configurable paths in the application. It reads from Settings
+    and provides derived paths for documentation, projects, etc.
+    """
+
+    _instance = None
+
+    def __new__(cls):
+        """Singleton pattern."""
+        if cls._instance is None:
+            cls._instance = super().__new__(cls)
+        return cls._instance
+
+    @property
+    def _settings(self):
+        """Get settings instance (lazy import to avoid circular imports)."""
+        from development_hub.settings import Settings
+        return Settings()
+
+    @property
+    def projects_root(self) -> Path:
+        """Get the primary projects root directory."""
+        paths = self._settings.project_search_paths
+        if paths:
+            return Path(paths[0]).expanduser()
+        return Path.home() / "Projects"
+
+    @property
+    def docs_root(self) -> Path:
+        """Get the documentation root path."""
+        return self._settings.docs_root
+
+    @property
+    def project_docs_dir(self) -> Path | None:
+        """Get the project-docs directory (Docusaurus root)."""
+        return self._settings.docusaurus_path
+
+    @property
+    def progress_dir(self) -> Path:
+        """Get the progress log directory."""
+        return self._settings.progress_dir
+
+    @property
+    def build_script(self) -> Path | None:
+        """Get the build-public-docs.sh script path."""
+        if self.project_docs_dir:
+            script = self.project_docs_dir / "scripts" / "build-public-docs.sh"
+            if script.exists():
+                return script
+        return None
+
+    @property
+    def cmdforge_path(self) -> Path | None:
+        """Get the CmdForge installation path."""
+        return self._settings.cmdforge_path
+
+    @property
+    def cmdforge_executable(self) -> Path | None:
+        """Get the CmdForge executable path."""
+        # Check explicit path first
+        if self.cmdforge_path:
+            venv_cmdforge = self.cmdforge_path / ".venv" / "bin" / "cmdforge"
+            if venv_cmdforge.exists():
+                return venv_cmdforge
+        # Check PATH
+        which_result = shutil.which("cmdforge")
+        if which_result:
+            return Path(which_result)
+        return None
+
+    @property
+    def is_docs_enabled(self) -> bool:
+        """Check if documentation features are enabled."""
+        return self._settings.is_docs_enabled
+
+    @property
+    def is_cmdforge_available(self) -> bool:
+        """Check if CmdForge is available."""
+        return self._settings.is_cmdforge_available
+
+    @property
+    def is_git_configured(self) -> bool:
+        """Check if git hosting is configured."""
+        return self._settings.is_git_configured
+
+    @property
+    def effective_docs_mode(self) -> str:
+        """Get the effective documentation mode."""
+        return self._settings.effective_docs_mode
+
+    def project_docs_path(self, project_key: str) -> Path:
+        """Get the documentation path for a specific project.
+
+        Args:
+            project_key: The project key (e.g., 'cmdforge', 'ramble')
+
+        Returns:
+            Path to the project's documentation directory
+        """
+        return self.docs_root / "projects" / project_key
+
+    def git_url(self, owner: str | None = None, repo: str | None = None) -> str:
+        """Get the git repository URL for a project.
+
+        Args:
+            owner: Repository owner (default: configured owner)
+            repo: Repository name
+
+        Returns:
+            Full git repository URL or empty string if not configured
+        """
+        settings = self._settings
+        if not settings.git_host_url:
+            return ""
+        owner = owner or settings.git_host_owner
+        if not owner:
+            return ""
+        if repo:
+            return f"{settings.git_host_url}/{owner}/{repo}"
+        return f"{settings.git_host_url}/{owner}"
+
+    def pages_url(self, owner: str | None = None, repo: str | None = None) -> str:
+        """Get the documentation pages URL for a project.
+
+        Args:
+            owner: Repository owner (default: configured owner)
+            repo: Repository name
+
+        Returns:
+            Full pages URL or empty string if not configured
+        """
+        settings = self._settings
+        pages_base = settings.pages_url
+        if not pages_base:
+            return ""
+        owner = owner or settings.git_host_owner
+        if not owner:
+            return ""
+        if repo:
+            return f"{pages_base}/{owner}/{repo}/"
+        return f"{pages_base}/{owner}/"
+
+
+# Singleton instance for easy import
+paths = PathResolver()

src/development_hub/project_discovery.py

@@ -3,6 +3,10 @@
 import re
 from dataclasses import dataclass, field
 from pathlib import Path
+from typing import TYPE_CHECKING
+
+if TYPE_CHECKING:
+    from development_hub.paths import PathResolver
 
 
 @dataclass
@@ -35,15 +39,25 @@ class Project:
 
     @property
     def gitea_url(self) -> str:
-        """URL to Gitea repository."""
+        """URL to git repository."""
+        from development_hub.paths import paths
         if self.owner and self.repo:
+            url = paths.git_url(self.owner, self.repo)
+            if url:
+                return url
+            # Fallback to hardcoded URL for backwards compatibility
             return f"https://gitea.brrd.tech/{self.owner}/{self.repo}"
         return ""
 
     @property
     def docs_url(self) -> str:
         """URL to public documentation."""
+        from development_hub.paths import paths
         if self.owner and self.repo:
+            url = paths.pages_url(self.owner, self.repo)
+            if url:
+                return url
+            # Fallback to hardcoded URL for backwards compatibility
             return f"https://pages.brrd.tech/{self.owner}/{self.repo}/"
         return ""
 
@@ -120,10 +134,11 @@ def _load_project_config() -> dict:
     Returns:
         Dictionary mapping project keys to their configuration.
     """
-    build_script = Path.home() / "PycharmProjects/project-docs/scripts/build-public-docs.sh"
+    from development_hub.paths import paths
+    build_script = paths.build_script
     config = {}
 
-    if not build_script.exists():
+    if not build_script or not build_script.exists():
         return config
 
     pattern = r'PROJECT_CONFIG\["([^"]+)"\]="([^|]+)\|([^|]+)\|([^|]+)\|([^|]+)\|([^"]+)"'

src/development_hub/project_list.py

@@ -22,6 +22,7 @@ from PySide6.QtWidgets import (
 )
 
 from development_hub.dialogs import DeployDocsThread, RebuildMainDocsThread, DocsPreviewDialog, UpdateDocsThread
+from development_hub.paths import paths
 from development_hub.project_discovery import Project, discover_projects
 
 
@@ -163,29 +164,36 @@ class ProjectListWidget(QWidget):
 
         menu.addSeparator()
 
-        # View on Gitea
-        view_gitea = QAction("View on Gitea", self)
-        view_gitea.triggered.connect(lambda: webbrowser.open(project.gitea_url))
-        menu.addAction(view_gitea)
+        # Git hosting items - only show if git is configured and project has URL
+        if paths.is_git_configured and project.gitea_url:
+            view_git = QAction("View on Git Host", self)
+            view_git.triggered.connect(lambda: webbrowser.open(project.gitea_url))
+            menu.addAction(view_git)
 
-        # View Documentation
+        # Documentation items - only show if docs are enabled
+        if paths.is_docs_enabled:
+            # View Documentation - only if project has docs URL
+            if project.docs_url:
                 view_docs = QAction("View Documentation", self)
                 view_docs.triggered.connect(lambda: webbrowser.open(project.docs_url))
                 menu.addAction(view_docs)
 
             menu.addSeparator()
 
-        # Update Documentation (AI-powered)
+            # Update Documentation (AI-powered) - only if cmdforge is available
+            if paths.is_cmdforge_available:
                 update_docs = QAction("Update Documentation...", self)
                 update_docs.triggered.connect(lambda: self._update_docs(project))
                 menu.addAction(update_docs)
 
-        # Deploy Docs
+            # Deploy Docs - only if build script exists
+            if paths.build_script:
                 deploy_docs = QAction("Deploy Docs", self)
                 deploy_docs.triggered.connect(lambda: self._deploy_docs(project))
                 menu.addAction(deploy_docs)
 
-        # Rebuild Main Docs
+            # Rebuild Main Docs - only if project-docs mode
+            if paths.effective_docs_mode == "project-docs":
                 rebuild_docs = QAction("Rebuild Main Docs", self)
                 rebuild_docs.triggered.connect(self._rebuild_main_docs)
                 menu.addAction(rebuild_docs)
@@ -242,12 +250,13 @@ class ProjectListWidget(QWidget):
 
     def _deploy_docs(self, project: Project):
         """Deploy documentation for project asynchronously."""
-        build_script = Path.home() / "PycharmProjects/project-docs/scripts/build-public-docs.sh"
-        if not build_script.exists():
+        build_script = paths.build_script
+        if not build_script or not build_script.exists():
             QMessageBox.warning(
                 self,
                 "Deploy Failed",
-                "Build script not found:\n\n" + str(build_script)
+                "Build script not found. Documentation features may not be configured.\n\n"
+                "Check Settings > Documentation Mode."
             )
             return
 
@@ -472,7 +481,7 @@ class ProjectListWidget(QWidget):
             return
 
         # Determine docs path
-        docs_path = Path.home() / "PycharmProjects" / "project-docs" / "docs" / "projects" / project.key
+        docs_path = paths.project_docs_path(project.key)
         doc_files = ["overview.md", "goals.md", "milestones.md", "todos.md"]
 
         # Read existing docs as backup

src/development_hub/services/health_checker.py

@@ -3,6 +3,7 @@
 from pathlib import Path
 
 from development_hub.models.health import ProjectHealth, EcosystemHealth, GitInfo
+from development_hub.paths import paths
 from development_hub.services.git_service import GitService
 from development_hub.parsers.todos_parser import TodosParser
 from development_hub.parsers.goals_parser import GoalsParser
@@ -16,11 +17,11 @@ class HealthChecker:
         """Initialize health checker.
 
         Args:
-            projects_root: Root path for projects (default: ~/PycharmProjects)
-            docs_root: Root path for docs (default: ~/PycharmProjects/project-docs/docs)
+            projects_root: Root path for projects (default: from settings)
+            docs_root: Root path for docs (default: from settings)
         """
-        self.projects_root = projects_root or Path.home() / "PycharmProjects"
-        self.docs_root = docs_root or self.projects_root / "project-docs" / "docs"
+        self.projects_root = projects_root or paths.projects_root
+        self.docs_root = docs_root or paths.docs_root
 
     def check_project(self, project: Project) -> ProjectHealth:
         """Check health of a single project.

src/development_hub/services/progress_writer.py

@@ -3,6 +3,8 @@
 from datetime import date
 from pathlib import Path
 
+from development_hub.paths import paths
+
 
 class ProgressWriter:
     """Writes daily progress log entries to markdown files."""
@@ -11,11 +13,9 @@ class ProgressWriter:
         """Initialize progress writer.
 
         Args:
-            progress_dir: Directory for progress files. Defaults to project-docs/docs/progress.
+            progress_dir: Directory for progress files. Defaults to settings value.
         """
-        self._progress_dir = progress_dir or (
-            Path.home() / "PycharmProjects" / "project-docs" / "docs" / "progress"
-        )
+        self._progress_dir = progress_dir or paths.progress_dir
 
     def get_today_path(self) -> Path:
         """Get path to today's progress file."""

src/development_hub/settings.py

@@ -24,6 +24,14 @@ class Settings:
         "git_host_url": "",  # e.g., "https://gitea.example.com" or "https://github.com"
         "git_host_owner": "",  # username or organization
         "git_host_token": "",  # API token (stored in settings, not ideal but simple)
+        # Documentation settings
+        "docs_mode": "auto",  # "auto" | "standalone" | "project-docs"
+        "docs_root": "",  # Empty = derive from mode
+        "docusaurus_path": "",  # Path to project-docs
+        "pages_url": "",  # Separate from git_host_url
+        # Integration paths
+        "cmdforge_path": "",  # Override cmdforge location
+        "progress_dir": "",  # Override progress directory
     }
 
     # Available editor choices with display names
@@ -173,6 +181,234 @@ class Settings:
         """Check if git hosting is configured."""
         return bool(self.git_host_type and self.git_host_url and self.git_host_owner)
 
+    @property
+    def docs_mode(self) -> str:
+        """Documentation mode (auto, standalone, project-docs)."""
+        return self.get("docs_mode", "auto")
+
+    @docs_mode.setter
+    def docs_mode(self, value: str):
+        self.set("docs_mode", value)
+
+    @property
+    def effective_docs_mode(self) -> str:
+        """Get effective docs mode, resolving 'auto' to actual mode."""
+        mode = self.docs_mode
+        if mode == "auto":
+            # Check if project-docs exists in default location
+            project_docs = Path(self.project_search_paths[0]) / "project-docs" if self.project_search_paths else None
+            if project_docs and project_docs.exists():
+                return "project-docs"
+            return "standalone"
+        return mode
+
+    @property
+    def docs_root(self) -> Path:
+        """Get the documentation root path."""
+        explicit = self.get("docs_root", "")
+        if explicit:
+            return Path(explicit).expanduser()
+        # Derive from mode
+        if self.effective_docs_mode == "project-docs":
+            return self.docusaurus_path / "docs" if self.docusaurus_path else Path.home() / ".local" / "share" / "development-hub" / "docs"
+        return Path.home() / ".local" / "share" / "development-hub" / "docs"
+
+    @docs_root.setter
+    def docs_root(self, value: Path | str):
+        self.set("docs_root", str(value) if value else "")
+
+    @property
+    def docusaurus_path(self) -> Path | None:
+        """Get the path to the docusaurus project."""
+        explicit = self.get("docusaurus_path", "")
+        if explicit:
+            return Path(explicit).expanduser()
+        # Default location
+        if self.project_search_paths:
+            default = Path(self.project_search_paths[0]) / "project-docs"
+            if default.exists():
+                return default
+        return None
+
+    @docusaurus_path.setter
+    def docusaurus_path(self, value: Path | str | None):
+        self.set("docusaurus_path", str(value) if value else "")
+
+    @property
+    def pages_url(self) -> str:
+        """Get the pages URL for documentation hosting."""
+        explicit = self.get("pages_url", "")
+        if explicit:
+            return explicit
+        # Derive from git_host_url for gitea
+        if self.git_host_type == "gitea" and self.git_host_url:
+            # https://gitea.example.com -> https://pages.example.com
+            import re
+            match = re.match(r"https?://gitea\.(.+)", self.git_host_url)
+            if match:
+                return f"https://pages.{match.group(1)}"
+        return ""
+
+    @pages_url.setter
+    def pages_url(self, value: str):
+        self.set("pages_url", value)
+
+    @property
+    def cmdforge_path(self) -> Path | None:
+        """Get the CmdForge path."""
+        explicit = self.get("cmdforge_path", "")
+        if explicit:
+            return Path(explicit).expanduser()
+        # Default locations
+        if self.project_search_paths:
+            default = Path(self.project_search_paths[0]) / "CmdForge"
+            if default.exists():
+                return default
+        return None
+
+    @cmdforge_path.setter
+    def cmdforge_path(self, value: Path | str | None):
+        self.set("cmdforge_path", str(value) if value else "")
+
+    @property
+    def progress_dir(self) -> Path:
+        """Get the progress log directory."""
+        explicit = self.get("progress_dir", "")
+        if explicit:
+            return Path(explicit).expanduser()
+        # Default: under docs_root
+        return self.docs_root / "progress"
+
+    @progress_dir.setter
+    def progress_dir(self, value: Path | str):
+        self.set("progress_dir", str(value) if value else "")
+
+    @property
+    def is_docs_enabled(self) -> bool:
+        """Check if documentation features are available."""
+        mode = self.effective_docs_mode
+        if mode == "project-docs":
+            return self.docusaurus_path is not None and self.docusaurus_path.exists()
+        return True  # standalone mode always works
+
+    @property
+    def is_cmdforge_available(self) -> bool:
+        """Check if CmdForge is available."""
+        import shutil
+        # Check explicit path
+        if self.cmdforge_path and (self.cmdforge_path / ".venv" / "bin" / "cmdforge").exists():
+            return True
+        # Check PATH
+        return shutil.which("cmdforge") is not None
+
+    def export_workspace(self, path: Path) -> None:
+        """Export current settings to a workspace file.
+
+        Args:
+            path: Path to write the workspace YAML file
+        """
+        import yaml
+
+        workspace = {
+            "name": f"{self.git_host_owner}'s Development Environment" if self.git_host_owner else "Development Environment",
+            "version": 1,
+            "paths": {
+                "projects_root": self.project_search_paths[0] if self.project_search_paths else str(Path.home() / "Projects"),
+            },
+            "documentation": {
+                "enabled": self.is_docs_enabled,
+                "mode": self.docs_mode,
+                "auto_start_server": self.auto_start_docs_server,
+            },
+        }
+
+        # Add docs_root if explicit
+        if self.get("docs_root"):
+            workspace["paths"]["docs_root"] = self.get("docs_root")
+
+        # Add docusaurus_path if in project-docs mode
+        if self.effective_docs_mode == "project-docs" and self.docusaurus_path:
+            workspace["documentation"]["docusaurus_path"] = str(self.docusaurus_path)
+
+        # Add git hosting if configured
+        if self.is_git_configured:
+            workspace["git_hosting"] = {
+                "type": self.git_host_type,
+                "url": self.git_host_url,
+                "owner": self.git_host_owner,
+            }
+            if self.pages_url:
+                workspace["git_hosting"]["pages_url"] = self.pages_url
+
+        # Add feature flags
+        workspace["features"] = {
+            "cmdforge_integration": self.is_cmdforge_available,
+            "progress_tracking": True,
+        }
+
+        path.parent.mkdir(parents=True, exist_ok=True)
+        with open(path, "w") as f:
+            yaml.dump(workspace, f, default_flow_style=False, sort_keys=False)
+
+    def import_workspace(self, path: Path) -> dict:
+        """Import settings from a workspace file.
+
+        Args:
+            path: Path to the workspace YAML file
+
+        Returns:
+            Dict with import results including any warnings
+        """
+        import yaml
+
+        with open(path) as f:
+            workspace = yaml.safe_load(f)
+
+        results = {"imported": [], "warnings": []}
+
+        # Import paths
+        if "paths" in workspace:
+            paths = workspace["paths"]
+            if "projects_root" in paths:
+                projects_root = str(Path(paths["projects_root"]).expanduser())
+                self.project_search_paths = [projects_root]
+                self.default_project_path = Path(projects_root)
+                results["imported"].append("projects_root")
+            if "docs_root" in paths:
+                self.docs_root = paths["docs_root"]
+                results["imported"].append("docs_root")
+
+        # Import documentation settings
+        if "documentation" in workspace:
+            docs = workspace["documentation"]
+            if "mode" in docs:
+                self.docs_mode = docs["mode"]
+                results["imported"].append("docs_mode")
+            if "docusaurus_path" in docs:
+                self.docusaurus_path = docs["docusaurus_path"]
+                results["imported"].append("docusaurus_path")
+            if "auto_start_server" in docs:
+                self.auto_start_docs_server = docs["auto_start_server"]
+                results["imported"].append("auto_start_docs_server")
+
+        # Import git hosting
+        if "git_hosting" in workspace:
+            git = workspace["git_hosting"]
+            if "type" in git:
+                self.git_host_type = git["type"]
+            if "url" in git:
+                self.git_host_url = git["url"]
+            if "owner" in git:
+                self.git_host_owner = git["owner"]
+            if "pages_url" in git:
+                self.pages_url = git["pages_url"]
+            results["imported"].append("git_hosting")
+
+        # Mark setup as completed
+        self.set("setup_completed", True)
+
+        return results
+
     def save_session(self, state: dict):
         """Save session state to file."""
         self._session_file.parent.mkdir(parents=True, exist_ok=True)

src/development_hub/views/dashboard/audit_worker.py

@@ -1,10 +1,13 @@
 """Background worker for running goals audit."""
 
+import json
 import subprocess
 from pathlib import Path
 
 from PySide6.QtCore import QObject, Signal
 
+from development_hub.paths import paths
+
 
 class AuditWorker(QObject):
     """Background worker for running goals audit."""
@@ -12,19 +15,37 @@ class AuditWorker(QObject):
     finished = Signal(str, bool)  # output, success
     error = Signal(str)
 
-    def __init__(self, project_key: str, project_path: Path | None = None):
+    def __init__(
+        self,
+        project_name: str,
+        goals_path: Path,
+        milestones_path: Path | None = None,
+        project_dir: Path | None = None,
+    ):
         super().__init__()
-        self.project_key = project_key  # e.g. "development-hub" or "global"
-        self.project_path = project_path
+        self.project_name = project_name
+        self.goals_path = goals_path
+        self.milestones_path = milestones_path
+        self.project_dir = project_dir
         self._process: subprocess.Popen | None = None
         self._cancelled = False
 
     def run(self):
         """Execute the audit command."""
-        cmdforge_path = Path.home() / "PycharmProjects" / "CmdForge" / ".venv" / "bin" / "cmdforge"
-        if not cmdforge_path.exists():
+        cmdforge_path = paths.cmdforge_executable
+        if not cmdforge_path:
             cmdforge_path = Path("cmdforge")
 
+        # Build JSON input for the tool
+        input_data = {
+            "project_name": self.project_name,
+            "goals_path": str(self.goals_path),
+        }
+        if self.milestones_path:
+            input_data["milestones_path"] = str(self.milestones_path)
+        if self.project_dir:
+            input_data["project_dir"] = str(self.project_dir)
+
         try:
             self._process = subprocess.Popen(
                 [str(cmdforge_path), "run", "audit-goals"],
@@ -32,11 +53,11 @@ class AuditWorker(QObject):
                 stdout=subprocess.PIPE,
                 stderr=subprocess.PIPE,
                 text=True,
-                cwd=str(self.project_path) if self.project_path and self.project_path.exists() else None,
+                cwd=str(self.project_dir) if self.project_dir and self.project_dir.exists() else None,
             )
 
-            # Pass project key to stdin (tool expects project name, not file content)
-            stdout, stderr = self._process.communicate(input=self.project_key)
+            # Pass JSON input to tool
+            stdout, stderr = self._process.communicate(input=json.dumps(input_data))
 
             if self._cancelled:
                 return

src/development_hub/views/dashboard/data_store.py

@@ -1,11 +1,13 @@
 """Data storage and file management for the dashboard."""
 
+import time
 from datetime import date
 from pathlib import Path
 from typing import Any
 
 from PySide6.QtCore import QObject, Signal, QFileSystemWatcher, QTimer
 
+from development_hub.paths import paths
 from development_hub.project_discovery import Project
 from development_hub.parsers.todos_parser import TodosParser
 from development_hub.parsers.goals_parser import GoalsParser, MilestonesParser, GoalsSaver
@@ -57,7 +59,7 @@ class DashboardDataStore(QObject):
         super().__init__(parent)
         self._project = project
         self._is_global = project is None
-        self._docs_root = Path.home() / "PycharmProjects" / "project-docs" / "docs"
+        self._docs_root = paths.docs_root
 
         # File paths
         self._todos_path: Path | None = None
@@ -77,7 +79,9 @@ class DashboardDataStore(QObject):
         self._ideas_list: list[Goal] | None = None
 
         # File watching
-        self._ignoring_file_change = False
+        # Use timestamp to ignore file events shortly after saving (handles multiple events)
+        self._last_save_time: float = 0
+        self._save_ignore_window = 0.5  # seconds to ignore file events after save
         self._file_watcher = QFileSystemWatcher(self)
         self._file_watcher.fileChanged.connect(self._on_file_changed)
         self._file_watcher.directoryChanged.connect(self._on_directory_changed)
@@ -261,14 +265,14 @@ class DashboardDataStore(QObject):
     def save_todos(self) -> None:
         """Save todos with file watcher temporarily disabled."""
         if self._todos_parser and self._todo_list:
-            self._ignoring_file_change = True
+            self._last_save_time = time.time()
             self._todos_parser.save(self._todo_list)
             self._ensure_file_watched()
 
     def save_goals(self) -> None:
         """Save goals with file watcher temporarily disabled."""
         if self._goals_parser and self._goal_list:
-            self._ignoring_file_change = True
+            self._last_save_time = time.time()
             saver = GoalsSaver(self._goals_path, self._goals_parser.frontmatter)
             saver.save(self._goal_list)
             self._ensure_file_watched()
@@ -276,7 +280,7 @@ class DashboardDataStore(QObject):
     def save_milestones(self) -> None:
         """Save milestones with file watcher temporarily disabled."""
         if self._milestones_parser and self._milestones_list:
-            self._ignoring_file_change = True
+            self._last_save_time = time.time()
             self._milestones_parser.save(self._milestones_list)
             self._ensure_file_watched()
 
@@ -285,7 +289,7 @@ class DashboardDataStore(QObject):
         if self._is_global or not self._ideas_path:
             return
 
-        self._ignoring_file_change = True
+        self._last_save_time = time.time()
 
         lines = []
         lines.append("---")
@@ -313,7 +317,7 @@ class DashboardDataStore(QObject):
 
     def toggle_todo(
         self, todo: Todo, completed: bool
-    ) -> tuple[str, str, str, bool, str | None]:
+    ) -> tuple[str, str, bool, str | None, str | None, str | None]:
         """Toggle a todo's completion state.
 
         Args:
@@ -321,17 +325,19 @@ class DashboardDataStore(QObject):
             completed: New completed state
 
         Returns:
-            Undo data tuple: (text, priority, was_completed, milestone)
+            Undo data tuple: (text, priority, was_completed, milestone, phase, notes)
         """
         if not self._todo_list:
-            return (todo.text, todo.priority, not completed, todo.milestone)
+            return (todo.text, todo.priority, not completed, todo.milestone,
+                    todo.phase, todo.notes)
 
         was_completed = not completed
-        undo_data = (todo.text, todo.priority, was_completed, todo.milestone)
+        undo_data = (todo.text, todo.priority, was_completed, todo.milestone,
+                     todo.phase, todo.notes)
 
         # Find and update the todo
         for t in self._todo_list.all_todos:
-            if t.text == todo.text and t.priority == todo.priority:
+            if t.text == todo.text and t.priority == todo.priority and t.phase == todo.phase:
                 self._todo_list.remove_todo(t)
                 if completed:
                     t.mark_complete()
@@ -349,16 +355,17 @@ class DashboardDataStore(QObject):
 
         return undo_data
 
-    def delete_todo(self, todo: Todo) -> tuple[str, str, bool, str | None]:
+    def delete_todo(self, todo: Todo) -> tuple[str, str, bool, str | None, str | None, str | None]:
         """Delete a todo.
 
         Args:
             todo: The todo to delete
 
         Returns:
-            Undo data tuple: (text, priority, was_completed, milestone)
+            Undo data tuple: (text, priority, was_completed, milestone, phase, notes)
         """
-        undo_data = (todo.text, todo.priority, todo.completed, todo.milestone)
+        undo_data = (todo.text, todo.priority, todo.completed, todo.milestone,
+                     todo.phase, todo.notes)
 
         if self._todo_list:
             self._todo_list.remove_todo(todo)
@@ -369,7 +376,7 @@ class DashboardDataStore(QObject):
 
     def edit_todo(
         self, todo: Todo, old_text: str, new_text: str
-    ) -> tuple[str, str, bool, str]:
+    ) -> tuple[str, str, bool, str, str | None, str | None]:
         """Edit a todo's text.
 
         Args:
@@ -378,13 +385,14 @@ class DashboardDataStore(QObject):
             new_text: New text
 
         Returns:
-            Undo data tuple: (old_text, priority, was_completed, new_text)
+            Undo data tuple: (old_text, priority, was_completed, new_text, phase, notes)
         """
-        undo_data = (old_text, todo.priority, todo.completed, new_text)
+        undo_data = (old_text, todo.priority, todo.completed, new_text,
+                     todo.phase, todo.notes)
 
         if self._todo_list:
             for t in self._todo_list.all_todos:
-                if t.text == old_text and t.priority == todo.priority:
+                if t.text == old_text and t.priority == todo.priority and t.phase == todo.phase:
                     t.text = new_text
                     break
             todo.text = new_text
@@ -393,18 +401,26 @@ class DashboardDataStore(QObject):
 
         return undo_data
 
-    def add_todo(self, text: str, priority: str, milestone: str | None = None) -> None:
+    def add_todo(
+        self, text: str, priority: str, milestone: str | None = None,
+        phase: str | None = None, notes: str | None = None
+    ) -> None:
         """Add a new todo.
 
         Args:
             text: Todo text
             priority: Priority level (high, medium, low)
             milestone: Optional milestone ID to link to
+            phase: Optional phase label for grouping
+            notes: Optional additional context
         """
         if not self._todo_list:
             return
 
-        todo = Todo(text=text, completed=False, priority=priority, milestone=milestone)
+        todo = Todo(
+            text=text, completed=False, priority=priority,
+            milestone=milestone, phase=phase, notes=notes
+        )
         self._todo_list.add_todo(todo)
         self.save_todos()
         self.todos_changed.emit()
@@ -851,10 +867,13 @@ class DashboardDataStore(QObject):
                 if file_path.parent.exists() and parent not in watched_dirs:
                     self._file_watcher.addPath(parent)
 
+    def _is_within_save_window(self) -> bool:
+        """Check if we're within the ignore window after a save."""
+        return (time.time() - self._last_save_time) < self._save_ignore_window
+
     def _on_file_changed(self, path: str) -> None:
         """Handle file modification events."""
-        if self._ignoring_file_change:
-            self._ignoring_file_change = False
+        if self._is_within_save_window():
             self._ensure_file_watched()
             return
 
@@ -872,8 +891,7 @@ class DashboardDataStore(QObject):
 
     def _on_directory_changed(self, path: str) -> None:
         """Handle directory changes."""
-        if self._ignoring_file_change:
-            self._ignoring_file_change = False
+        if self._is_within_save_window():
             self._ensure_file_watched()
             return
 

src/development_hub/views/dashboard/project_dashboard.py

@@ -1,6 +1,8 @@
 """Project dashboard view."""
 
 import shutil
+import subprocess
+from datetime import datetime
 from pathlib import Path
 
 from PySide6.QtCore import Qt, Signal, QTimer, QThread
@@ -20,6 +22,7 @@ from PySide6.QtWidgets import (
     QApplication,
 )
 
+from development_hub.paths import paths
 from development_hub.project_discovery import Project
 from development_hub.services.health_checker import HealthChecker
 from development_hub.parsers.progress_parser import ProgressLogManager
@@ -31,6 +34,7 @@ from development_hub.views.dashboard.undo_manager import UndoAction, UndoManager
 
 from development_hub.services.git_service import GitService
 from development_hub.models.health import HealthStatus
+from development_hub.parsers.base import atomic_write
 from development_hub.parsers.todos_parser import TodosParser
 from development_hub.models.todo import Todo, TodoList
 from development_hub.parsers.goals_parser import MilestonesParser, GoalsParser
@@ -77,7 +81,7 @@ class ProjectDashboard(QWidget):
         super().__init__(parent)
         self.project = project
         self.is_global = project is None
-        self._docs_root = Path.home() / "PycharmProjects" / "project-docs" / "docs"
+        self._docs_root = paths.docs_root
 
         # Data store manages all data loading/saving and file watching
         self._data_store = DashboardDataStore(project, self)
@@ -302,9 +306,9 @@ class ProjectDashboard(QWidget):
         action_type = data[0] if isinstance(data[0], str) and data[0].startswith("todo_") else None
 
         # Data format depends on action type (from push_action)
-        # For toggle: (text, priority, was_completed, milestone)
-        # For delete: (text, priority, was_completed, milestone)
-        # For edit: (old_text, priority, was_completed, new_text)
+        # For toggle: (text, priority, was_completed, milestone, phase, notes)
+        # For delete: (text, priority, was_completed, milestone, phase, notes)
+        # For edit: (old_text, priority, was_completed, new_text, phase, notes)
 
         # Reload fresh data
         self._data_store.load_todos()
@@ -313,22 +317,60 @@ class ProjectDashboard(QWidget):
         if not todo_list:
             return None
 
-        # Determine action type from the undo action that was pushed
-        # The data was stored when the action was performed
-        if len(data) == 4 and isinstance(data[3], (str, type(None))):
-            # Could be toggle (text, priority, was_completed, milestone) or delete
-            text, priority, was_completed, milestone = data
+        # Handle both old 4-element tuples (backward compat) and new 6-element tuples
+        if len(data) >= 4:
+            # Extract common fields
+            text = data[0]
+            priority = data[1]
+            was_completed = data[2]
+            field4 = data[3]
+            # Extract phase and notes if present (new format)
+            phase = data[4] if len(data) > 4 else None
+            notes = data[5] if len(data) > 5 else None
+
+            # Determine if this is toggle/delete or edit based on field4
+            # For edit: field4 is new_text (the current text after edit)
+            # For toggle/delete: field4 is milestone (can be None or "M1" etc)
+
+            # Try to find a todo with the text - if found and field4 looks like new_text, it's edit
+            is_edit = False
+            if isinstance(field4, str) and not (field4 is None or field4.startswith("M")):
+                # field4 is likely new_text (edit case)
+                is_edit = True
+                old_text = text
+                new_text = field4
+                milestone = None  # Edit doesn't track milestone changes
+
+            if is_edit:
+                # Edit undo: (old_text, priority, was_completed, new_text, phase, notes)
+                for todo in todo_list.all_todos:
+                    if todo.text == new_text and todo.priority == priority:
+                        todo.text = old_text
+                        break
+
+                self._data_store.save_todos()
+                self._load_todos()
+
+                return UndoAction(
+                    action_type="todo_edit",
+                    data=(old_text, priority, was_completed, new_text, phase, notes),
+                    description=f"Edit: {old_text[:20]} -> {new_text[:20]}"
+                )
+            else:
+                # Toggle or delete: field4 is milestone
+                milestone = field4
+
                 # Try to find the todo - if found, it's a toggle undo
                 todo = None
                 for t in todo_list.all_todos:
-                if t.text == text:
+                    if t.text == text and (phase is None or t.phase == phase):
                         todo = t
                         break
 
                 if todo:
                     # Toggle undo - restore previous state
                     current_completed = todo.completed
-                redo_data = (text, priority, current_completed, milestone)
+                    redo_data = (text, priority, current_completed, milestone, phase, notes)
 
                     todo_list.remove_todo(todo)
                     todo.completed = was_completed
@@ -350,7 +392,10 @@ class ProjectDashboard(QWidget):
                     )
                 else:
                     # Delete undo - restore the todo
-                restored = Todo(text=text, priority=priority, completed=was_completed, milestone=milestone)
+                    restored = Todo(
+                        text=text, priority=priority, completed=was_completed,
+                        milestone=milestone, phase=phase, notes=notes
+                    )
                     if was_completed:
                         restored.mark_complete()
                     todo_list.add_todo(restored)
@@ -360,28 +405,10 @@ class ProjectDashboard(QWidget):
 
                     return UndoAction(
                         action_type="todo_delete",
-                    data=(text, priority, was_completed, milestone),
+                        data=(text, priority, was_completed, milestone, phase, notes),
                         description=f"Delete: {text[:40]}"
                     )
 
-        elif len(data) == 4 and isinstance(data[3], str):
-            # Edit undo: (old_text, priority, was_completed, new_text)
-            old_text, priority, was_completed, new_text = data
-
-            for todo in todo_list.all_todos:
-                if todo.text == new_text and todo.priority == priority:
-                    todo.text = old_text
-                    break
-
-            self._data_store.save_todos()
-            self._load_todos()
-
-            return UndoAction(
-                action_type="todo_edit",
-                data=(old_text, priority, was_completed, new_text),
-                description=f"Edit: {old_text[:20]} -> {new_text[:20]}"
-            )
-
         return None
 
     def _handle_todo_redo(self, data: tuple) -> UndoAction | None:
@@ -399,13 +426,23 @@ class ProjectDashboard(QWidget):
         if not todo_list:
             return None
 
-        if len(data) == 4:
-            text, priority, was_completed, milestone_or_new_text = data
+        # Handle both old 4-element tuples (backward compat) and new 6-element tuples
+        if len(data) >= 4:
+            text = data[0]
+            priority = data[1]
+            was_completed = data[2]
+            field4 = data[3]
+            # Extract phase and notes if present (new format)
+            phase = data[4] if len(data) > 4 else None
+            notes = data[5] if len(data) > 5 else None
 
-            if isinstance(milestone_or_new_text, str) and not (milestone_or_new_text is None or milestone_or_new_text.startswith("M")):
-                # Edit redo: (old_text, priority, was_completed, new_text)
+            # Determine if this is edit or toggle/delete
+            is_edit = isinstance(field4, str) and not (field4 is None or field4.startswith("M"))
+
+            if is_edit:
+                # Edit redo: (old_text, priority, was_completed, new_text, phase, notes)
                 old_text = text
-                new_text = milestone_or_new_text
+                new_text = field4
 
                 for todo in todo_list.all_todos:
                     if todo.text == old_text and todo.priority == priority:
@@ -417,22 +454,22 @@ class ProjectDashboard(QWidget):
 
                 return UndoAction(
                     action_type="todo_edit",
-                    data=(old_text, priority, was_completed, new_text),
+                    data=(old_text, priority, was_completed, new_text, phase, notes),
                     description=f"Edit: {old_text[:20]} -> {new_text[:20]}"
                 )
             else:
                 # Toggle or delete redo
-                milestone = milestone_or_new_text
+                milestone = field4
                 todo = None
                 for t in todo_list.all_todos:
-                    if t.text == text:
+                    if t.text == text and (phase is None or t.phase == phase):
                         todo = t
                         break
 
                 if todo:
                     # Toggle redo
                     current_completed = todo.completed
-                    undo_data = (text, priority, current_completed, milestone)
+                    undo_data = (text, priority, current_completed, milestone, phase, notes)
 
                     todo_list.remove_todo(todo)
                     todo.completed = was_completed
@@ -455,7 +492,7 @@ class ProjectDashboard(QWidget):
                 else:
                     # Delete redo - delete the todo again
                     for t in todo_list.all_todos[:]:
-                        if t.text == text:
+                        if t.text == text and (phase is None or t.phase == phase):
                             todo_list.remove_todo(t)
                             break
 
@@ -464,7 +501,7 @@ class ProjectDashboard(QWidget):
 
                     return UndoAction(
                         action_type="todo_delete",
-                        data=(text, priority, was_completed, milestone),
+                        data=(text, priority, was_completed, milestone, phase, notes),
                         description=f"Delete: {text[:40]}"
                     )
 
@@ -904,6 +941,8 @@ class ProjectDashboard(QWidget):
 
         goals_header_layout.addStretch()
 
+        # Only show AI-powered buttons if CmdForge is available
+        if paths.is_cmdforge_available:
             audit_goals_btn = QPushButton("Audit")
             audit_goals_btn.setStyleSheet(self._button_style())
             audit_goals_btn.clicked.connect(self._audit_goals)
@@ -1690,6 +1729,10 @@ class ProjectDashboard(QWidget):
         widget.todo_added.connect(self._on_milestone_todo_added)
         widget.todo_start_discussion.connect(self._on_todo_start_discussion)
         widget.todo_edited.connect(self._on_todo_edited)
+        # Milestone-level actions
+        widget.milestone_start_discussion.connect(self._on_milestone_start_discussion)
+        widget.milestone_import_plan.connect(self._on_milestone_import_plan)
+        widget.milestone_view_plan.connect(self._on_milestone_view_plan)
         # Keep legacy signals for deliverables mode (fallback)
         widget.deliverable_toggled.connect(self._on_deliverable_toggled)
         widget.deliverable_added.connect(self._on_deliverable_added)
@@ -2039,6 +2082,7 @@ class ProjectDashboard(QWidget):
 
             # Refresh UI
             self._load_todos()
+            self._load_milestones()
 
             # Show toast
             self.toast.show_message(
@@ -2065,6 +2109,7 @@ class ProjectDashboard(QWidget):
 
             # Refresh UI
             self._load_todos()
+            self._load_milestones()
 
             # Show toast
             self.toast.show_message(
@@ -2129,6 +2174,168 @@ class ProjectDashboard(QWidget):
                 "pip install -e ~/PycharmProjects/orchestrated-discussions"
             )
 
+    def _on_milestone_start_discussion(self, milestone):
+        """Handle starting a discussion for a milestone."""
+        from PySide6.QtWidgets import QMessageBox
+
+        # Cannot start discussion in global mode (no project context)
+        if self.is_global:
+            QMessageBox.warning(
+                self,
+                "Not Available",
+                "Cannot start discussion in global view.\n\n"
+                "Open a project dashboard to start discussions."
+            )
+            return
+
+        # Generate title from milestone
+        title = f"{milestone.id.lower()}-{milestone.name.lower().replace(' ', '-')}"
+        title = "".join(c for c in title if c.isalnum() or c == "-")
+
+        # Get linked todos for context
+        todo_list = self._data_store.todo_list
+        linked_todos = todo_list.get_by_milestone(milestone.id) if todo_list else []
+        todos_text = ", ".join(f'"{t.text}"' for t in linked_todos[:5])
+        if len(linked_todos) > 5:
+            todos_text += f" and {len(linked_todos) - 5} more"
+
+        # Build context description
+        context = (
+            f"This is an open discussion about planning the implementation of "
+            f"milestone {milestone.id}: {milestone.name} for the {self.project.title} project. "
+            f"Target: {milestone.target}. "
+        )
+        if linked_todos:
+            context += f"Current tasks: {todos_text}. "
+        if milestone.description:
+            context += f"Description: {milestone.description}. "
+        context += (
+            f"The goal of this discussion is to produce a detailed implementation plan "
+            f"with actionable steps that can be imported as todos."
+        )
+
+        template = "general"
+        participants = "architect,pragmatist"
+
+        try:
+            subprocess.Popen(
+                [
+                    "discussions", "ui",
+                    "--new",
+                    "--title", title,
+                    "--template", template,
+                    "--participants", participants,
+                    "--context", context,
+                ],
+                cwd=self.project.path,
+                start_new_session=True,
+            )
+        except FileNotFoundError:
+            QMessageBox.warning(
+                self,
+                "Discussions Not Found",
+                "The 'discussions' command was not found.\n\n"
+                "Install orchestrated-discussions:\n"
+                "pip install -e ~/PycharmProjects/orchestrated-discussions"
+            )
+
+    def _on_milestone_import_plan(self, milestone):
+        """Handle importing a plan into a milestone."""
+        from development_hub.dialogs import ImportPlanDialog
+
+        # Cannot import in global mode
+        if self.is_global:
+            from PySide6.QtWidgets import QMessageBox
+            QMessageBox.warning(
+                self,
+                "Not Available",
+                "Cannot import plan in global view.\n\n"
+                "Open a project dashboard to import plans."
+            )
+            return
+
+        dialog = ImportPlanDialog(
+            milestone,
+            project_path=self.project.path if self.project else None,
+            parent=self
+        )
+
+        if dialog.exec() == QDialog.DialogCode.Accepted:
+            # Get selected tasks
+            tasks = dialog.get_selected_tasks()
+
+            # Add todos for each selected task
+            for task in tasks:
+                self._data_store.add_todo(
+                    text=task["text"],
+                    priority=task["priority"],
+                    milestone=milestone.id,
+                    phase=task.get("phase"),
+                    notes=task.get("notes"),
+                )
+
+            # Save plan to file if requested
+            if dialog.should_save_plan() and self.project:
+                plan_text = dialog.get_plan_text()
+                plans_dir = Path(self.project.path) / "docs" / "plans"
+                plans_dir.mkdir(parents=True, exist_ok=True)
+                plan_filename = f"{milestone.id.lower()}-{milestone.name.lower().replace(' ', '-')}.md"
+                plan_path = plans_dir / plan_filename
+                plan_path.write_text(f"# {milestone.id}: {milestone.name}\n\n{plan_text}")
+
+                # Update milestone plan_path
+                milestone.plan_path = f"docs/plans/{plan_filename}"
+                self._data_store.save_milestones()
+
+            # Update milestone description if requested
+            if dialog.should_update_description():
+                overview = dialog.get_overview()
+                if overview:
+                    milestone.description = overview
+                    self._data_store.save_milestones()
+
+            # Refresh display
+            self._load_todos()
+            self._load_milestones()
+
+            # Show toast
+            self.toast.show_message(
+                f"Imported {len(tasks)} tasks to {milestone.id}",
+                can_undo=False,
+                can_redo=False,
+            )
+            self._position_toast()
+
+    def _on_milestone_view_plan(self, milestone, plan_path: str):
+        """Handle viewing a milestone's linked plan document."""
+        if not self.project:
+            return
+
+        full_path = Path(self.project.path) / plan_path
+        if full_path.exists():
+            # Open in default editor
+            import subprocess
+            try:
+                subprocess.Popen(["xdg-open", str(full_path)])
+            except FileNotFoundError:
+                # Try other methods
+                try:
+                    subprocess.Popen(["open", str(full_path)])  # macOS
+                except FileNotFoundError:
+                    from PySide6.QtWidgets import QMessageBox
+                    QMessageBox.information(
+                        self,
+                        "Plan Location",
+                        f"Plan file located at:\n{full_path}"
+                    )
+        else:
+            from PySide6.QtWidgets import QMessageBox
+            QMessageBox.warning(
+                self,
+                "Plan Not Found",
+                f"Plan file not found:\n{plan_path}"
+            )
+
     def _on_filter_changed(self, index):
         """Handle filter dropdown change."""
         self._current_filter = self.todo_filter.currentData()
@@ -2470,13 +2677,15 @@ class ProjectDashboard(QWidget):
         if confirm != QMessageBox.StandardButton.Ok:
             return
 
-        # Determine project key for the audit tool
+        # Determine paths for the audit tool
         if self.is_global:
-            project_key = "global"
-            project_root = None
+            project_name = "Global Goals"
+            milestones_path = self._docs_root / "goals" / "milestones.md"
+            project_dir = None
         else:
-            project_key = self.project.key
-            project_root = Path(self.project.path) if self.project.path else None
+            project_name = self.project.key
+            milestones_path = self._docs_root / "projects" / self.project.key / "milestones.md"
+            project_dir = Path(self.project.path) if self.project.path else None
 
         # Create progress dialog
         self._audit_dialog = QDialog(self)
@@ -2518,7 +2727,12 @@ class ProjectDashboard(QWidget):
 
         # Create worker and thread
         self._audit_thread = QThread()
-        self._audit_worker = AuditWorker(project_key, project_root)
+        self._audit_worker = AuditWorker(
+            project_name=project_name,
+            goals_path=goals_path,
+            milestones_path=milestones_path if milestones_path.exists() else None,
+            project_dir=project_dir,
+        )
         self._audit_worker.moveToThread(self._audit_thread)
 
         # Connect signals

src/development_hub/widgets/collapsible_section.py

@@ -761,6 +761,9 @@ class MilestoneWidget(QFrame):
     todo_added = Signal(str, str, str)  # (text, priority, milestone_id) - for adding new todos
     todo_start_discussion = Signal(object)  # (todo) - for starting discussion from todo
     todo_edited = Signal(object, str, str)  # (todo, old_text, new_text) - for inline editing
+    milestone_start_discussion = Signal(object)  # (milestone) - for starting discussion from milestone
+    milestone_import_plan = Signal(object)  # (milestone) - for importing a plan to this milestone
+    milestone_view_plan = Signal(object, str)  # (milestone, plan_path) - for viewing linked plan
 
     def __init__(
         self,
@@ -848,6 +851,14 @@ class MilestoneWidget(QFrame):
             self.target_label.setStyleSheet("color: #888888; font-size: 11px;")
             content_layout.addWidget(self.target_label)
 
+        # Plan link (if set)
+        if self.milestone.plan_path:
+            self.plan_link = QLabel(f'📄 <a href="#" style="color: #4a9eff;">View Implementation Plan</a>')
+            self.plan_link.setStyleSheet("font-size: 11px;")
+            self.plan_link.setOpenExternalLinks(False)
+            self.plan_link.linkActivated.connect(self._on_view_plan_clicked)
+            content_layout.addWidget(self.plan_link)
+
         # Deliverables list
         self.deliverables_container = QWidget()
         self.deliverables_layout = QVBoxLayout(self.deliverables_container)
@@ -1005,7 +1016,9 @@ class MilestoneWidget(QFrame):
         """)
 
     def _load_deliverables(self):
-        """Load deliverable/todo widgets."""
+        """Load deliverable/todo widgets, grouped by phase if applicable."""
+        import re
+
         # Clear existing
         while self.deliverables_layout.count():
             item = self.deliverables_layout.takeAt(0)
@@ -1014,13 +1027,48 @@ class MilestoneWidget(QFrame):
 
         # Show todos if available (preferred mode), otherwise show deliverables
         if self._todos:
+            # Group todos by phase
+            phases = {}
             for todo in self._todos:
-                # Show priority badge instead of milestone (since milestone is obvious)
+                phase_key = todo.phase or "_ungrouped"
+                phases.setdefault(phase_key, []).append(todo)
+
+            # Sort phase names: "Phase 1" before "Phase 2", then alphabetic
+            def phase_sort_key(name):
+                if name == "_ungrouped":
+                    return (999, "")  # Ungrouped at end
+                match = re.search(r'\d+', name)
+                return (int(match.group()) if match else 500, name)
+
+            sorted_phases = sorted(phases.keys(), key=phase_sort_key)
+
+            # If there's only one phase (or no phases), don't show phase headers
+            show_phase_headers = len(sorted_phases) > 1 or (
+                len(sorted_phases) == 1 and sorted_phases[0] != "_ungrouped"
+            )
+
+            for phase_name in sorted_phases:
+                phase_todos = phases[phase_name]
+
+                # Add phase header if needed
+                if show_phase_headers and phase_name != "_ungrouped":
+                    phase_header = QLabel(f"▸ {phase_name}")
+                    phase_header.setStyleSheet(
+                        "color: #888888; font-size: 11px; font-weight: bold; "
+                        "padding: 4px 0px 2px 0px;"
+                    )
+                    self.deliverables_layout.addWidget(phase_header)
+
+                # Add todos for this phase
+                for todo in phase_todos:
                     widget = TodoItemWidget(todo, show_priority=True)
                     widget.toggled.connect(self._on_todo_toggled_internal)
                     widget.deleted.connect(self._on_todo_deleted_internal)
                     widget.start_discussion.connect(self.todo_start_discussion.emit)
                     widget.edited.connect(self.todo_edited.emit)
+                    # Set tooltip with notes if available
+                    if todo.notes:
+                        widget.setToolTip(todo.notes)
                     self.deliverables_layout.addWidget(widget)
         else:
             # Legacy: Add deliverables
@@ -1078,3 +1126,48 @@ class MilestoneWidget(QFrame):
         self._update_progress()
         self._update_status_icon()
         self._load_deliverables()
+
+    def _on_view_plan_clicked(self, link):
+        """Handle view plan link click."""
+        if self.milestone.plan_path:
+            self.milestone_view_plan.emit(self.milestone, self.milestone.plan_path)
+
+    def contextMenuEvent(self, event):
+        """Show context menu on right-click."""
+        menu = QMenu(self)
+        menu.setStyleSheet("""
+            QMenu {
+                background-color: #2d2d2d;
+                border: 1px solid #3d3d3d;
+                padding: 4px;
+            }
+            QMenu::item {
+                padding: 8px 24px;
+                color: #e0e0e0;
+            }
+            QMenu::item:selected {
+                background-color: #3d6a99;
+            }
+        """)
+
+        # Start Discussion action
+        discuss_action = menu.addAction("Start Discussion...")
+        discuss_action.triggered.connect(
+            lambda: self.milestone_start_discussion.emit(self.milestone)
+        )
+
+        # Import Plan action
+        import_action = menu.addAction("Import Plan...")
+        import_action.triggered.connect(
+            lambda: self.milestone_import_plan.emit(self.milestone)
+        )
+
+        # View Plan action (if plan exists)
+        if self.milestone.plan_path:
+            menu.addSeparator()
+            view_action = menu.addAction("View Plan")
+            view_action.triggered.connect(
+                lambda: self.milestone_view_plan.emit(self.milestone, self.milestone.plan_path)
+            )
+
+        menu.exec(event.globalPos())

tests/test_paths.py

@@ -0,0 +1,308 @@
+"""Tests for the PathResolver module."""
+
+import pytest
+from pathlib import Path
+from unittest.mock import patch, MagicMock
+
+from development_hub.paths import PathResolver, paths
+from development_hub.settings import Settings
+
+
+class TestPathResolver:
+    """Test PathResolver path resolution."""
+
+    @pytest.fixture
+    def isolated_settings(self, tmp_path, monkeypatch):
+        """Create isolated settings for testing."""
+        Settings._instance = None
+        PathResolver._instance = None
+
+        monkeypatch.setattr(Settings, "_settings_file", tmp_path / "settings.json")
+        monkeypatch.setattr(Settings, "_session_file", tmp_path / "session.json")
+
+        settings = Settings()
+        yield settings
+
+        Settings._instance = None
+        PathResolver._instance = None
+
+    def test_singleton_pattern(self):
+        """PathResolver is a singleton."""
+        PathResolver._instance = None
+
+        resolver1 = PathResolver()
+        resolver2 = PathResolver()
+
+        assert resolver1 is resolver2
+
+        PathResolver._instance = None
+
+    def test_projects_root_from_settings(self, isolated_settings, tmp_path):
+        """Projects root comes from settings."""
+        isolated_settings.project_search_paths = [str(tmp_path / "my-projects")]
+
+        resolver = PathResolver()
+        assert resolver.projects_root == tmp_path / "my-projects"
+
+    def test_projects_root_default(self, isolated_settings, tmp_path):
+        """Projects root defaults to ~/Projects when not set."""
+        isolated_settings.project_search_paths = []
+
+        resolver = PathResolver()
+        assert resolver.projects_root == Path.home() / "Projects"
+
+    def test_docs_root_from_settings(self, isolated_settings, tmp_path):
+        """Docs root comes from settings."""
+        isolated_settings.docs_mode = "standalone"
+
+        resolver = PathResolver()
+        docs_root = resolver.docs_root
+
+        assert "development-hub" in str(docs_root)
+
+    def test_project_docs_dir(self, isolated_settings, tmp_path):
+        """Project docs dir returns docusaurus path."""
+        project_docs = tmp_path / "project-docs"
+        project_docs.mkdir()
+
+        isolated_settings.project_search_paths = [str(tmp_path)]
+
+        resolver = PathResolver()
+        assert resolver.project_docs_dir == project_docs
+
+    def test_project_docs_dir_none_when_not_exists(self, isolated_settings, tmp_path):
+        """Project docs dir is None when not configured."""
+        isolated_settings.project_search_paths = [str(tmp_path)]
+        # No project-docs folder
+
+        resolver = PathResolver()
+        assert resolver.project_docs_dir is None
+
+    def test_progress_dir(self, isolated_settings):
+        """Progress dir comes from settings."""
+        resolver = PathResolver()
+        progress = resolver.progress_dir
+
+        assert isinstance(progress, Path)
+
+    def test_build_script_when_exists(self, isolated_settings, tmp_path):
+        """Build script returns path when it exists."""
+        project_docs = tmp_path / "project-docs"
+        scripts_dir = project_docs / "scripts"
+        scripts_dir.mkdir(parents=True)
+
+        build_script = scripts_dir / "build-public-docs.sh"
+        build_script.touch()
+
+        isolated_settings.project_search_paths = [str(tmp_path)]
+
+        resolver = PathResolver()
+        assert resolver.build_script == build_script
+
+    def test_build_script_none_when_not_exists(self, isolated_settings, tmp_path):
+        """Build script is None when it doesn't exist."""
+        isolated_settings.project_search_paths = [str(tmp_path)]
+
+        resolver = PathResolver()
+        assert resolver.build_script is None
+
+    def test_project_docs_path(self, isolated_settings):
+        """project_docs_path returns correct path for project."""
+        resolver = PathResolver()
+
+        path = resolver.project_docs_path("my-project")
+
+        assert path.name == "my-project"
+        assert "projects" in str(path)
+
+    def test_git_url_not_configured(self, isolated_settings):
+        """git_url returns empty string when not configured."""
+        resolver = PathResolver()
+
+        assert resolver.git_url() == ""
+        assert resolver.git_url("owner", "repo") == ""
+
+    def test_git_url_configured(self, isolated_settings):
+        """git_url returns correct URL when configured."""
+        isolated_settings.git_host_type = "github"
+        isolated_settings.git_host_url = "https://github.com"
+        isolated_settings.git_host_owner = "testowner"
+
+        resolver = PathResolver()
+
+        assert resolver.git_url() == "https://github.com/testowner"
+        assert resolver.git_url("testowner", "testrepo") == "https://github.com/testowner/testrepo"
+
+    def test_git_url_custom_owner(self, isolated_settings):
+        """git_url can use custom owner."""
+        isolated_settings.git_host_type = "github"
+        isolated_settings.git_host_url = "https://github.com"
+        isolated_settings.git_host_owner = "default"
+
+        resolver = PathResolver()
+
+        assert resolver.git_url("custom", "repo") == "https://github.com/custom/repo"
+
+    def test_pages_url_not_configured(self, isolated_settings):
+        """pages_url returns empty string when not configured."""
+        resolver = PathResolver()
+
+        assert resolver.pages_url() == ""
+
+    def test_pages_url_configured(self, isolated_settings):
+        """pages_url returns correct URL when configured."""
+        isolated_settings.git_host_owner = "testowner"
+        isolated_settings.pages_url = "https://pages.example.com"
+
+        resolver = PathResolver()
+
+        assert "pages.example.com" in resolver.pages_url()
+        assert "testowner" in resolver.pages_url()
+
+    def test_is_docs_enabled(self, isolated_settings):
+        """is_docs_enabled reflects settings."""
+        isolated_settings.docs_mode = "standalone"
+
+        resolver = PathResolver()
+        assert resolver.is_docs_enabled == True
+
+    def test_is_git_configured(self, isolated_settings):
+        """is_git_configured reflects settings."""
+        resolver = PathResolver()
+        assert resolver.is_git_configured == False
+
+        isolated_settings.git_host_type = "github"
+        isolated_settings.git_host_url = "https://github.com"
+        isolated_settings.git_host_owner = "user"
+
+        assert resolver.is_git_configured == True
+
+    def test_effective_docs_mode(self, isolated_settings, tmp_path):
+        """effective_docs_mode reflects settings."""
+        isolated_settings.project_search_paths = [str(tmp_path)]
+        isolated_settings.docs_mode = "auto"
+
+        resolver = PathResolver()
+
+        # No project-docs, so standalone
+        assert resolver.effective_docs_mode == "standalone"
+
+        # Create project-docs
+        (tmp_path / "project-docs").mkdir()
+        assert resolver.effective_docs_mode == "project-docs"
+
+
+class TestCmdForgeAvailability:
+    """Test CmdForge availability checks."""
+
+    @pytest.fixture
+    def isolated_settings(self, tmp_path, monkeypatch):
+        """Create isolated settings for testing."""
+        Settings._instance = None
+        PathResolver._instance = None
+
+        monkeypatch.setattr(Settings, "_settings_file", tmp_path / "settings.json")
+        monkeypatch.setattr(Settings, "_session_file", tmp_path / "session.json")
+
+        settings = Settings()
+        # Use isolated paths to prevent finding real CmdForge
+        settings.project_search_paths = [str(tmp_path)]
+        yield settings
+
+        Settings._instance = None
+        PathResolver._instance = None
+
+    def test_cmdforge_path_explicit(self, isolated_settings, tmp_path):
+        """CmdForge path from explicit setting."""
+        cmdforge_dir = tmp_path / "CmdForge"
+        cmdforge_dir.mkdir()
+
+        isolated_settings.cmdforge_path = cmdforge_dir
+
+        resolver = PathResolver()
+        assert resolver.cmdforge_path == cmdforge_dir
+
+    def test_cmdforge_executable_from_venv(self, isolated_settings, tmp_path):
+        """CmdForge executable found in venv."""
+        cmdforge_dir = tmp_path / "CmdForge"
+        venv_bin = cmdforge_dir / ".venv" / "bin"
+        venv_bin.mkdir(parents=True)
+
+        cmdforge_exe = venv_bin / "cmdforge"
+        cmdforge_exe.touch()
+
+        isolated_settings.cmdforge_path = cmdforge_dir
+
+        resolver = PathResolver()
+        assert resolver.cmdforge_executable == cmdforge_exe
+
+    @patch("development_hub.paths.shutil.which")
+    def test_cmdforge_executable_from_path(self, mock_which, isolated_settings, tmp_path):
+        """CmdForge executable found in PATH when not in explicit location."""
+        mock_which.return_value = "/usr/local/bin/cmdforge"
+        # Ensure no explicit cmdforge path is set
+        isolated_settings.cmdforge_path = None
+
+        resolver = PathResolver()
+        exe = resolver.cmdforge_executable
+
+        assert exe == Path("/usr/local/bin/cmdforge")
+
+    @patch("development_hub.paths.shutil.which")
+    def test_cmdforge_executable_not_found(self, mock_which, isolated_settings, tmp_path):
+        """CmdForge executable None when not found."""
+        mock_which.return_value = None
+        # Ensure no explicit cmdforge path is set
+        isolated_settings.cmdforge_path = None
+
+        resolver = PathResolver()
+        assert resolver.cmdforge_executable is None
+
+    @patch("development_hub.paths.shutil.which")
+    def test_is_cmdforge_available_false(self, mock_which, isolated_settings, tmp_path):
+        """is_cmdforge_available is False when not found."""
+        mock_which.return_value = None
+        isolated_settings.cmdforge_path = None
+
+        resolver = PathResolver()
+        assert resolver.is_cmdforge_available == False
+
+    @patch("development_hub.paths.shutil.which")
+    def test_is_cmdforge_available_true(self, mock_which, isolated_settings, tmp_path):
+        """is_cmdforge_available is True when found in PATH."""
+        mock_which.return_value = "/usr/bin/cmdforge"
+        isolated_settings.cmdforge_path = None
+
+        resolver = PathResolver()
+        assert resolver.is_cmdforge_available == True
+
+
+class TestGlobalPathsInstance:
+    """Test the global paths singleton instance."""
+
+    def test_paths_is_path_resolver(self):
+        """Global paths is a PathResolver instance."""
+        assert isinstance(paths, PathResolver)
+
+    def test_paths_has_expected_properties(self):
+        """Global paths has expected properties."""
+        assert hasattr(paths, "projects_root")
+        assert hasattr(paths, "docs_root")
+        assert hasattr(paths, "project_docs_dir")
+        assert hasattr(paths, "progress_dir")
+        assert hasattr(paths, "build_script")
+        assert hasattr(paths, "cmdforge_path")
+        assert hasattr(paths, "cmdforge_executable")
+        assert hasattr(paths, "is_docs_enabled")
+        assert hasattr(paths, "is_cmdforge_available")
+        assert hasattr(paths, "is_git_configured")
+
+    def test_paths_has_expected_methods(self):
+        """Global paths has expected methods."""
+        assert callable(paths.project_docs_path)
+        assert callable(paths.git_url)
+        assert callable(paths.pages_url)
+
+
+if __name__ == "__main__":
+    pytest.main([__file__, "-v"])

tests/test_settings.py

@@ -245,5 +245,291 @@ class TestGitHostSettings:
         assert settings.is_git_configured == False
 
 
+class TestDocsModeSettings:
+    """Test documentation mode configuration."""
+
+    @pytest.fixture
+    def isolated_settings(self, tmp_path, monkeypatch):
+        """Create an isolated Settings instance."""
+        Settings._instance = None
+
+        monkeypatch.setattr(Settings, "_settings_file", tmp_path / "settings.json")
+        monkeypatch.setattr(Settings, "_session_file", tmp_path / "session.json")
+
+        settings = Settings()
+        yield settings
+
+        Settings._instance = None
+
+    def test_default_docs_mode(self, isolated_settings):
+        """Default docs mode is auto."""
+        settings = isolated_settings
+        assert settings.docs_mode == "auto"
+
+    def test_set_docs_mode(self, isolated_settings):
+        """Can set docs mode."""
+        settings = isolated_settings
+
+        settings.docs_mode = "standalone"
+        assert settings.docs_mode == "standalone"
+
+        settings.docs_mode = "project-docs"
+        assert settings.docs_mode == "project-docs"
+
+    def test_effective_docs_mode_standalone_when_no_project_docs(self, isolated_settings, tmp_path):
+        """Effective mode is standalone when project-docs doesn't exist."""
+        settings = isolated_settings
+        settings.project_search_paths = [str(tmp_path)]
+
+        # No project-docs folder exists
+        assert settings.effective_docs_mode == "standalone"
+
+    def test_effective_docs_mode_project_docs_when_exists(self, isolated_settings, tmp_path):
+        """Effective mode is project-docs when folder exists."""
+        settings = isolated_settings
+        settings.project_search_paths = [str(tmp_path)]
+
+        # Create project-docs folder
+        (tmp_path / "project-docs").mkdir()
+
+        assert settings.effective_docs_mode == "project-docs"
+
+    def test_explicit_mode_overrides_auto(self, isolated_settings, tmp_path):
+        """Explicit mode setting overrides auto-detection."""
+        settings = isolated_settings
+        settings.project_search_paths = [str(tmp_path)]
+
+        # Create project-docs (would trigger project-docs mode in auto)
+        (tmp_path / "project-docs").mkdir()
+
+        # But explicitly set to standalone
+        settings.docs_mode = "standalone"
+        assert settings.effective_docs_mode == "standalone"
+
+    def test_docs_root_standalone_mode(self, isolated_settings):
+        """Docs root in standalone mode uses local share."""
+        settings = isolated_settings
+        settings.docs_mode = "standalone"
+
+        docs_root = settings.docs_root
+        assert ".local/share/development-hub" in str(docs_root)
+
+    def test_docusaurus_path_property(self, isolated_settings, tmp_path):
+        """Can set and get docusaurus path."""
+        settings = isolated_settings
+
+        settings.docusaurus_path = tmp_path / "my-docs"
+        assert settings.docusaurus_path == tmp_path / "my-docs"
+
+    def test_pages_url_property(self, isolated_settings):
+        """Can set and get pages URL."""
+        settings = isolated_settings
+
+        settings.pages_url = "https://pages.example.com"
+        assert settings.pages_url == "https://pages.example.com"
+
+    def test_pages_url_derived_from_gitea(self, isolated_settings):
+        """Pages URL can be derived from gitea URL."""
+        settings = isolated_settings
+
+        settings.git_host_type = "gitea"
+        settings.git_host_url = "https://gitea.example.com"
+
+        # When not explicitly set, should derive
+        assert "pages.example.com" in settings.pages_url
+
+    def test_is_docs_enabled_standalone(self, isolated_settings):
+        """Docs are always enabled in standalone mode."""
+        settings = isolated_settings
+        settings.docs_mode = "standalone"
+
+        assert settings.is_docs_enabled == True
+
+    def test_cmdforge_path_property(self, isolated_settings, tmp_path):
+        """Can set and get cmdforge path."""
+        settings = isolated_settings
+
+        settings.cmdforge_path = tmp_path / "CmdForge"
+        assert settings.cmdforge_path == tmp_path / "CmdForge"
+
+    def test_progress_dir_property(self, isolated_settings, tmp_path):
+        """Can set and get progress directory."""
+        settings = isolated_settings
+
+        settings.progress_dir = tmp_path / "progress"
+        assert settings.progress_dir == tmp_path / "progress"
+
+
+class TestWorkspaceExportImport:
+    """Test workspace file export/import."""
+
+    @pytest.fixture
+    def isolated_settings(self, tmp_path, monkeypatch):
+        """Create an isolated Settings instance."""
+        Settings._instance = None
+
+        monkeypatch.setattr(Settings, "_settings_file", tmp_path / "settings.json")
+        monkeypatch.setattr(Settings, "_session_file", tmp_path / "session.json")
+
+        settings = Settings()
+        yield settings
+
+        Settings._instance = None
+
+    def test_export_workspace_creates_file(self, isolated_settings, tmp_path):
+        """Export creates a YAML workspace file."""
+        settings = isolated_settings
+        workspace_path = tmp_path / "workspace.yaml"
+
+        settings.export_workspace(workspace_path)
+
+        assert workspace_path.exists()
+
+    def test_export_workspace_contains_required_fields(self, isolated_settings, tmp_path):
+        """Exported workspace contains required fields."""
+        import yaml
+
+        settings = isolated_settings
+        settings.project_search_paths = [str(tmp_path / "projects")]
+        workspace_path = tmp_path / "workspace.yaml"
+
+        settings.export_workspace(workspace_path)
+
+        with open(workspace_path) as f:
+            workspace = yaml.safe_load(f)
+
+        assert "name" in workspace
+        assert "version" in workspace
+        assert workspace["version"] == 1
+        assert "paths" in workspace
+        assert "projects_root" in workspace["paths"]
+        assert "documentation" in workspace
+        assert "features" in workspace
+
+    def test_export_includes_git_hosting_when_configured(self, isolated_settings, tmp_path):
+        """Exported workspace includes git hosting when configured."""
+        import yaml
+
+        settings = isolated_settings
+        settings.git_host_type = "github"
+        settings.git_host_url = "https://github.com"
+        settings.git_host_owner = "testuser"
+
+        workspace_path = tmp_path / "workspace.yaml"
+        settings.export_workspace(workspace_path)
+
+        with open(workspace_path) as f:
+            workspace = yaml.safe_load(f)
+
+        assert "git_hosting" in workspace
+        assert workspace["git_hosting"]["type"] == "github"
+        assert workspace["git_hosting"]["url"] == "https://github.com"
+        assert workspace["git_hosting"]["owner"] == "testuser"
+
+    def test_import_workspace_sets_values(self, isolated_settings, tmp_path):
+        """Import workspace sets settings values."""
+        import yaml
+
+        settings = isolated_settings
+
+        workspace = {
+            "name": "Test Workspace",
+            "version": 1,
+            "paths": {
+                "projects_root": str(tmp_path / "my-projects")
+            },
+            "documentation": {
+                "mode": "standalone"
+            }
+        }
+
+        workspace_path = tmp_path / "workspace.yaml"
+        with open(workspace_path, "w") as f:
+            yaml.dump(workspace, f)
+
+        results = settings.import_workspace(workspace_path)
+
+        assert "projects_root" in results["imported"]
+        assert settings.project_search_paths == [str(tmp_path / "my-projects")]
+        assert settings.docs_mode == "standalone"
+
+    def test_import_workspace_sets_git_hosting(self, isolated_settings, tmp_path):
+        """Import workspace sets git hosting values."""
+        import yaml
+
+        settings = isolated_settings
+
+        workspace = {
+            "name": "Test",
+            "version": 1,
+            "paths": {"projects_root": str(tmp_path)},
+            "git_hosting": {
+                "type": "gitea",
+                "url": "https://git.example.com",
+                "owner": "myorg",
+                "pages_url": "https://pages.example.com"
+            }
+        }
+
+        workspace_path = tmp_path / "workspace.yaml"
+        with open(workspace_path, "w") as f:
+            yaml.dump(workspace, f)
+
+        settings.import_workspace(workspace_path)
+
+        assert settings.git_host_type == "gitea"
+        assert settings.git_host_url == "https://git.example.com"
+        assert settings.git_host_owner == "myorg"
+        assert settings.pages_url == "https://pages.example.com"
+
+    def test_import_marks_setup_completed(self, isolated_settings, tmp_path):
+        """Import workspace marks setup as completed."""
+        import yaml
+
+        settings = isolated_settings
+
+        workspace = {
+            "name": "Test",
+            "version": 1,
+            "paths": {"projects_root": str(tmp_path)}
+        }
+
+        workspace_path = tmp_path / "workspace.yaml"
+        with open(workspace_path, "w") as f:
+            yaml.dump(workspace, f)
+
+        settings.import_workspace(workspace_path)
+
+        assert settings.get("setup_completed") == True
+
+    def test_export_import_round_trip(self, isolated_settings, tmp_path):
+        """Export and import preserves settings."""
+        settings = isolated_settings
+
+        # Configure settings
+        settings.project_search_paths = [str(tmp_path / "projects")]
+        settings.docs_mode = "project-docs"
+        settings.git_host_type = "gitlab"
+        settings.git_host_url = "https://gitlab.com"
+        settings.git_host_owner = "myuser"
+
+        # Export
+        workspace_path = tmp_path / "workspace.yaml"
+        settings.export_workspace(workspace_path)
+
+        # Reset settings
+        Settings._instance = None
+        new_settings = Settings()
+
+        # Import
+        new_settings.import_workspace(workspace_path)
+
+        assert new_settings.project_search_paths == [str(tmp_path / "projects")]
+        assert new_settings.docs_mode == "project-docs"
+        assert new_settings.git_host_type == "gitlab"
+        assert new_settings.git_host_url == "https://gitlab.com"
+        assert new_settings.git_host_owner == "myuser"
+
+
 if __name__ == "__main__":
     pytest.main([__file__, "-v"])

tests/test_wizard.py

@@ -0,0 +1,227 @@
+"""Tests for the SetupWizardDialog."""
+
+import pytest
+from pathlib import Path
+from unittest.mock import patch, MagicMock
+
+from development_hub.settings import Settings
+
+
+class TestSetupWizardStructure:
+    """Test SetupWizardDialog structure without Qt app."""
+
+    @pytest.fixture
+    def isolated_settings(self, tmp_path, monkeypatch):
+        """Create isolated settings for testing."""
+        Settings._instance = None
+
+        monkeypatch.setattr(Settings, "_settings_file", tmp_path / "settings.json")
+        monkeypatch.setattr(Settings, "_session_file", tmp_path / "session.json")
+
+        settings = Settings()
+        yield settings
+
+        Settings._instance = None
+
+    def test_wizard_import_succeeds(self):
+        """SetupWizardDialog can be imported."""
+        from development_hub.dialogs import SetupWizardDialog
+        assert SetupWizardDialog is not None
+
+    def test_wizard_has_expected_methods(self):
+        """SetupWizardDialog has expected methods."""
+        from development_hub.dialogs import SetupWizardDialog
+
+        # Check for key methods
+        assert hasattr(SetupWizardDialog, "_create_welcome_page")
+        assert hasattr(SetupWizardDialog, "_create_simple_mode_page")
+        assert hasattr(SetupWizardDialog, "_create_docs_mode_page")
+        assert hasattr(SetupWizardDialog, "_create_import_page")
+        assert hasattr(SetupWizardDialog, "_finish_simple_mode")
+        assert hasattr(SetupWizardDialog, "_finish_docs_mode")
+        assert hasattr(SetupWizardDialog, "_finish_import")
+
+
+class TestWizardSettingsIntegration:
+    """Test wizard settings integration logic."""
+
+    @pytest.fixture
+    def isolated_settings(self, tmp_path, monkeypatch):
+        """Create isolated settings for testing."""
+        Settings._instance = None
+
+        monkeypatch.setattr(Settings, "_settings_file", tmp_path / "settings.json")
+        monkeypatch.setattr(Settings, "_session_file", tmp_path / "session.json")
+
+        settings = Settings()
+        yield settings
+
+        Settings._instance = None
+
+    def test_simple_mode_sets_standalone_docs(self, isolated_settings, tmp_path):
+        """Simple mode configuration sets standalone docs mode."""
+        settings = isolated_settings
+
+        # Simulate what _finish_simple_mode does
+        projects_path = tmp_path / "Projects"
+        projects_path.mkdir()
+
+        settings.default_project_path = projects_path
+        settings.project_search_paths = [str(projects_path)]
+        settings.docs_mode = "standalone"
+        settings.set("setup_completed", True)
+
+        assert settings.docs_mode == "standalone"
+        assert settings.get("setup_completed") == True
+
+    def test_docs_mode_sets_project_docs(self, isolated_settings, tmp_path):
+        """Documentation mode configuration sets project-docs mode."""
+        settings = isolated_settings
+
+        # Simulate what _finish_docs_mode does
+        projects_path = tmp_path / "PycharmProjects"
+        projects_path.mkdir()
+        docusaurus_path = projects_path / "project-docs"
+        docusaurus_path.mkdir()
+
+        settings.default_project_path = projects_path
+        settings.project_search_paths = [str(projects_path)]
+        settings.docs_mode = "project-docs"
+        settings.docusaurus_path = docusaurus_path
+        settings.auto_start_docs_server = True
+        settings.git_host_type = "gitea"
+        settings.git_host_url = "https://gitea.example.com"
+        settings.git_host_owner = "testuser"
+        settings.set("setup_completed", True)
+
+        assert settings.docs_mode == "project-docs"
+        assert settings.docusaurus_path == docusaurus_path
+        assert settings.auto_start_docs_server == True
+        assert settings.is_git_configured == True
+        assert settings.get("setup_completed") == True
+
+    def test_import_workspace_integration(self, isolated_settings, tmp_path):
+        """Import workspace correctly sets all values."""
+        import yaml
+
+        settings = isolated_settings
+
+        # Create a workspace file
+        workspace = {
+            "name": "Test Workspace",
+            "version": 1,
+            "paths": {
+                "projects_root": str(tmp_path / "projects")
+            },
+            "documentation": {
+                "mode": "project-docs",
+                "docusaurus_path": str(tmp_path / "docs"),
+                "auto_start_server": False
+            },
+            "git_hosting": {
+                "type": "github",
+                "url": "https://github.com",
+                "owner": "myorg"
+            }
+        }
+
+        workspace_path = tmp_path / "test-workspace.yaml"
+        with open(workspace_path, "w") as f:
+            yaml.dump(workspace, f)
+
+        # Import (simulates _finish_import)
+        results = settings.import_workspace(workspace_path)
+
+        assert settings.project_search_paths == [str(tmp_path / "projects")]
+        assert settings.docs_mode == "project-docs"
+        assert settings.docusaurus_path == tmp_path / "docs"
+        assert settings.auto_start_docs_server == False
+        assert settings.git_host_type == "github"
+        assert settings.git_host_owner == "myorg"
+        assert settings.get("setup_completed") == True
+
+
+class TestWizardModeSelection:
+    """Test wizard mode selection logic."""
+
+    def test_mode_values(self):
+        """Test expected mode values."""
+        modes = ["simple", "docs", "import"]
+
+        # These are the modes used in the wizard
+        for mode in modes:
+            assert isinstance(mode, str)
+
+    def test_docs_mode_settings_values(self):
+        """Test valid docs_mode setting values."""
+        valid_modes = ["auto", "standalone", "project-docs"]
+
+        for mode in valid_modes:
+            assert isinstance(mode, str)
+
+
+class TestWizardGitTypeHandling:
+    """Test git type handling in wizard."""
+
+    @pytest.fixture
+    def isolated_settings(self, tmp_path, monkeypatch):
+        """Create isolated settings."""
+        Settings._instance = None
+
+        monkeypatch.setattr(Settings, "_settings_file", tmp_path / "settings.json")
+        monkeypatch.setattr(Settings, "_session_file", tmp_path / "session.json")
+
+        settings = Settings()
+        yield settings
+
+        Settings._instance = None
+
+    def test_github_configuration(self, isolated_settings):
+        """GitHub configuration sets correct values."""
+        settings = isolated_settings
+
+        settings.git_host_type = "github"
+        settings.git_host_url = "https://github.com"
+        settings.git_host_owner = "testuser"
+
+        assert settings.is_git_configured == True
+        assert settings.git_host_type == "github"
+
+    def test_gitlab_configuration(self, isolated_settings):
+        """GitLab configuration sets correct values."""
+        settings = isolated_settings
+
+        settings.git_host_type = "gitlab"
+        settings.git_host_url = "https://gitlab.com"
+        settings.git_host_owner = "testuser"
+
+        assert settings.is_git_configured == True
+        assert settings.git_host_type == "gitlab"
+
+    def test_gitea_configuration(self, isolated_settings):
+        """Gitea configuration sets correct values."""
+        settings = isolated_settings
+
+        settings.git_host_type = "gitea"
+        settings.git_host_url = "https://gitea.example.com"
+        settings.git_host_owner = "testuser"
+
+        assert settings.is_git_configured == True
+        assert settings.git_host_type == "gitea"
+
+    def test_optional_git_in_simple_mode(self, isolated_settings, tmp_path):
+        """Git is optional in simple mode."""
+        settings = isolated_settings
+
+        # Simple mode without git
+        settings.docs_mode = "standalone"
+        settings.project_search_paths = [str(tmp_path)]
+        settings.set("setup_completed", True)
+
+        # Git not configured is OK
+        assert settings.is_git_configured == False
+        assert settings.get("setup_completed") == True
+
+
+if __name__ == "__main__":
+    pytest.main([__file__, "-v"])