docs(planning): clean up next milestone document and remove completion markers

- Remove excessive completion checkmarks and status markers throughout document
- Consolidate redundant sections on completed features
- Streamline executive summary and current status sections
- Focus content on upcoming quick wins and active tasks
- Remove duplicate phase completion listings
- Clean up success metrics and KPI sections
- Maintain essential planning information while reducing noise

docs/1_project/2_roadmap.md

@@ -1429,28 +1429,6 @@ the canonical checklist during implementation. Mark completed tasks with ✅ and
 ### **Upcoming Phases**
 - 📋 **Phase 6**: Multi-Chain Ecosystem & Global Scale - PLANNED
 
-## Recent Achievements (March 2026)
-
-### **Infrastructure Standardization Complete**
-- ✅ **19+ services** standardized to use `aitbc` user and `/opt/aitbc` paths
-- ✅ **Duplicate services** removed and cleaned up
-- ✅ **Service naming** conventions improved
-- ✅ **All services** operational with 100% health score
-- ✅ **Automated verification** tools implemented
-
-### **Service Issues Resolution**
-- ✅ **Load Balancer Service** fixed and operational
-- ✅ **Marketplace Enhanced Service** fixed and operational
-- ✅ **Wallet Service** investigated, fixed, and operational
-- ✅ **All restart loops** resolved
-- ✅ **Complete monitoring workflow** implemented
-
-### **Documentation Updates**
-- ✅ **Infrastructure documentation** created and updated
-- ✅ **Service monitoring workflow** implemented
-- ✅ **Codebase verification script** developed
-- ✅ **Project files documentation** updated
-
 ## Next Steps
 
 ### **Immediate Actions (Week 1)**
@@ -1522,6 +1500,13 @@ the canonical checklist during implementation. Mark completed tasks with ✅ and
 - Comprehensive testing automation
 - Enhanced debugging and monitoring
 
+**Planning & Documentation Cleanup**:
+- Master planning cleanup workflow executed (analysis → cleanup → conversion → reporting)
+- 0 completion markers remaining in `docs/10_plan`
+- 39 completed files moved to `docs/completed/` and archived by category
+- 39 completed items converted to documentation (CLI 19, Backend 15, Infrastructure 5)
+- Master index `DOCUMENTATION_INDEX.md` and `CONVERSION_SUMMARY.md` generated; category README indices created
+
 ### 🎯 **Next Focus: Q2 2026 Exchange Ecosystem**
 
 **Priority Areas**:
@@ -1531,7 +1516,9 @@ the canonical checklist during implementation. Mark completed tasks with ✅ and
 4. Enhanced developer ecosystem
 
 **Documentation Updates**:
-- CLI documentation enhanced (23_cli/)
+- Documentation enhanced with 39 converted files (CLI 19 / Backend 15 / Infrastructure 5) plus master and category indices
+- Master index: [`DOCUMENTATION_INDEX.md`](../DOCUMENTATION_INDEX.md) with category READMEs for navigation
+- Planning area cleaned: `docs/10_plan` has 0 completion markers; completed items organized under `docs/completed/` and archived
 - Testing procedures documented
 - Development environment setup guides
 - Exchange integration guides created
@@ -1540,7 +1527,8 @@ the canonical checklist during implementation. Mark completed tasks with ✅ and
 - **Test Coverage**: 67/67 tests passing (100%)
 - **CLI Commands**: All operational
 - **Service Health**: All services running
-- **Documentation**: Current and comprehensive
+- **Documentation**: Current and comprehensive (39 converted docs with indices); nightly health-check/cleanup scheduled
+- **Planning Cleanliness**: 0 completion markers remaining
 - **Development Environment**: Fully configured
 
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