Agent Skills: Lessons Learned

Codex compatibility note:

• Invoke repository skills with $skill-name in Codex; this mirrored copy rewrites legacy Claude /skill-name references.
• Prefer the plan-hard skill for planning guidance in this Codex mirror.
• Task tracker mandate: BEFORE executing any workflow or skill step, create/update task tracking for all steps and keep it synchronized as progress changes.
• User-question prompts mean to ask the user directly in Codex.
• Ignore Claude-specific mode-switch instructions when they appear.
• Strict execution contract: when a user explicitly invokes a skill, execute that skill protocol as written.
• Subagent authorization: when a skill is user-invoked or AI-detected and its protocol requires subagents, that skill activation authorizes use of the required spawn_agent subagent(s) for that task.
• Do not skip, reorder, or merge protocol steps unless the user explicitly approves the deviation first.
• For workflow skills, execute each listed child-skill step explicitly and report step-by-step evidence.
• If a required step/tool cannot run in this environment, stop and ask the user before adapting.

Codex Project-Reference Loading (No Hooks)

Codex does not receive Claude hook-based doc injection. When coding, planning, debugging, testing, or reviewing, open project docs explicitly using this routing.

Always read:

• docs/project-config.json (project-specific paths, commands, modules, and workflow/test settings)
• docs/project-reference/docs-index-reference.md (routes to the full docs/project-reference/* catalog)
• docs/project-reference/lessons.md (always-on guardrails and anti-patterns)

Situation-based docs:

• Backend/CQRS/API/domain/entity changes: backend-patterns-reference.md, domain-entities-reference.md, project-structure-reference.md
• Frontend/UI/styling/design-system: frontend-patterns-reference.md, scss-styling-guide.md, design-system/README.md
• Spec/test-case planning or TC mapping: feature-docs-reference.md
• Integration test implementation/review: integration-test-reference.md
• E2E test implementation/review: e2e-test-reference.md
• Code review/audit work: code-review-rules.md plus domain docs above based on changed files

Do not read all docs blindly. Start from docs-index-reference.md, then open only relevant files for the task.

Quick Summary

Goal: Fix multiple independent issues simultaneously using parallel fullstack-developer subagents.

Workflow:

1. Triage — Classify issues and verify independence (no shared files)
2. Assign — Distribute issues to parallel subagents with strict file ownership
3. Execute — Subagents fix issues independently
4. Merge — Review and integrate all fixes

Key Rules:

• Debug Mindset: every claim needs file:line evidence
• Issues MUST ATTENTION be independent (no overlapping file modifications)
• Each subagent owns specific files; no cross-boundary edits

Frontend/UI Context (if applicable)

When this task involves frontend or UI changes,

• Component patterns: docs/project-reference/frontend-patterns-reference.md
• Styling/BEM guide: docs/project-reference/scss-styling-guide.md
• Design system tokens: docs/project-reference/design-system/README.md

Debug Mindset (NON-NEGOTIABLE)

Be skeptical. Apply critical thinking, sequential thinking. Every claim needs traced proof, confidence percentages (Idea should be more than 80%).

• Do NOT assume the first hypothesis is correct — verify with actual code traces
• Every root cause claim must include file:line evidence
• If you cannot prove a root cause with a code trace, state "hypothesis, not confirmed"
• Question assumptions: "Is this really the cause?" → trace the actual execution path
• Challenge completeness: "Are there other contributing factors?" → check related code paths
• No "should fix it" without proof — verify the fix addresses the traced root cause

⚠️ MANDATORY: Confidence & Evidence Gate

MANDATORY IMPORTANT MUST ATTENTION declare Confidence: X% with evidence list + file:line proof for EVERY claim. 95%+ recommend freely | 80-94% with caveats | 60-79% list unknowns | <60% STOP — gather more evidence.

⚠️ Validate Before Fix (NON-NEGOTIABLE): After root cause analysis + plan creation, MUST ATTENTION present findings + proposed fix plan to user via a direct user question and get explicit approval BEFORE any code changes. No silent fixes.

Ultrathink parallel to fix: <issues>$ARGUMENTS</issues>

IMPORTANT: Activate needed skills. Ensure token efficiency. Sacrifice grammar for concision.

Workflow

1. Issue Analysis

• Use debugger subagent to analyze root causes
• Use $scout-ext to find related files
• Categorize issues by scope/area (frontend, backend, auth, payments, etc.)
• Identify dependencies between issues
• External Memory: Each parallel agent writes findings to .ai/workspace/analysis/{issue-name}-{agent}.analysis.md. Main agent re-reads all before coordinating fixes.

2. Parallel Fix Planning

• Trigger $plan-parallel <detailed-fix-instructions> for parallel-executable fix plan
• Wait for plan with dependency graph, execution strategy, file ownership matrix
• Group independent fixes for parallel execution
• Sequential fixes for dependent issues
• 🛑 Present root cause + fix plan → a direct user question → wait for user approval before launching agents.

3. Parallel Fix Implementation

• Read plan.md for dependency graph
• Launch multiple fullstack-developer agents in PARALLEL for independent fixes
  • Example: "Fix auth + Fix payments + Fix UI" → launch 3 agents simultaneously
  • Pass phase file path: {plan-dir}/phase-XX-*.md
  • Include environment info
• Wait for all parallel fixes complete before dependent fixes
• Sequential fixes: launch one agent at a time

Subagent Context Discipline:

• Provide full task text — paste task content into subagent prompt; don't make subagent read plan file
• "Ask questions before starting" — subagent should surface uncertainties before implementing
• Self-review before reporting — subagent checks completeness, quality, YAGNI before returning results

4. Testing

• Use tester subagent for full test suite
• NO fake data/mocks/cheats
• Verify all issues resolved
• If fail: use debugger, fix, repeat

5. Code Review

1. First: dispatch `spec-compliance-reviewer` to verify each fix matches its spec
2. Only after spec passes: dispatch `code-reviewer` for quality review

• Verify fixes don't introduce regressions
• If critical issues: fix, retest

6. Project Management & Docs

• If approved: use project-manager + docs-manager in parallel
• Update plan files, docs, roadmap
• If rejected: fix and repeat

7. Prove Fix

• MANDATORY: Run $prove-fix for EACH parallel fix
• Build code proof traces per change with confidence scores
• If any change scores < 80%, return to debug for that fix

8. Final Report

• Summary of all fixes from parallel phases
• Verification status per issue (include prove-fix confidence scores)
• Ask to commit (use git-manager if yes)

Example: Fix 1 (auth) + Fix 2 (payments) + Fix 3 (UI) → Launch 3 fullstack-developer agents → Wait → Prove each fix → Fix 4 (integration) sequential

Next Steps (Standalone: MUST ATTENTION ask user via a direct user question. Skip if inside workflow.)

MANDATORY IMPORTANT MUST ATTENTION — NO EXCEPTIONS: If this skill was called outside a workflow, you MUST ATTENTION use a direct user question to present these options. Do NOT skip because the task seems "simple" or "obvious" — the user decides:

• "Proceed with full workflow (Recommended)" — I'll detect the best workflow to continue from here (fixes applied). This ensures prove-fix, review, testing, and docs steps aren't skipped.
• "$prove-fix" — Prove fix correctness with code traces
• "$test" — Run tests to verify fixes
• "Skip, continue manually" — user decides

If already inside a workflow, skip — the workflow handles sequencing.

[IMPORTANT] Use task tracking to break ALL work into small tasks BEFORE starting — including tasks for each file read. This prevents context loss from long files. For simple tasks, AI MUST ATTENTION ask user whether to skip.

• docs/project-reference/domain-entities-reference.md — Domain entity catalog, relationships, cross-service sync (read when task involves business entities/models) (read directly when relevant; do not rely on hook-injected conversation text)

Skill Variant: Variant of $fix — parallel multi-issue resolution using subagents.

AI Mistake Prevention — Failure modes to avoid on every task:

Check downstream references before deleting. Deleting components causes documentation and code staleness cascades. Map all referencing files before removal. Verify AI-generated content against actual code. AI hallucinates APIs, class names, and method signatures. Always grep to confirm existence before documenting or referencing. Trace full dependency chain after edits. Changing a definition misses downstream variables and consumers derived from it. Always trace the full chain. Trace ALL code paths when verifying correctness. Confirming code exists is not confirming it executes. Always trace early exits, error branches, and conditional skips — not just happy path. When debugging, ask "whose responsibility?" before fixing. Trace whether bug is in caller (wrong data) or callee (wrong handling). Fix at responsible layer — never patch symptom site. Assume existing values are intentional — ask WHY before changing. Before changing any constant, limit, flag, or pattern: read comments, check git blame, examine surrounding code. Verify ALL affected outputs, not just the first. Changes touching multiple stacks require verifying EVERY output. One green check is not all green checks. Holistic-first debugging — resist nearest-attention trap. When investigating any failure, list EVERY precondition first (config, env vars, DB names, endpoints, DI registrations, data preconditions), then verify each against evidence before forming any code-layer hypothesis. Surgical changes — apply the diff test. Bug fix: every changed line must trace directly to the bug. Don't restyle or improve adjacent code. Enhancement task: implement improvements AND announce them explicitly. Surface ambiguity before coding — don't pick silently. If request has multiple interpretations, present each with effort estimate and ask. Never assume all-records, file-based, or more complex path.

Root Cause Debugging — Systematic approach, never guess-and-check.

1. Reproduce — Confirm the issue exists with evidence (error message, stack trace, screenshot)
2. Isolate — Narrow to specific file/function/line using binary search + graph trace
3. Trace — Follow data flow from input to failure point. Read actual code, don't infer.
4. Hypothesize — Form theory with confidence %. State what evidence supports/contradicts it
5. Verify — Test hypothesis with targeted grep/read. One variable at a time.
6. Fix — Address root cause, not symptoms. Verify fix doesn't break callers via graph connections

NEVER: Guess without evidence. Fix symptoms instead of cause. Skip reproduction step.

UI System Context — For ANY task touching .ts, .html, .scss, or .css files:

MUST ATTENTION READ before implementing:

1. docs/project-reference/frontend-patterns-reference.md — component base classes, stores, forms
2. docs/project-reference/scss-styling-guide.md — BEM methodology, SCSS variables, mixins, responsive
3. docs/project-reference/design-system/README.md — design tokens, component inventory, icons

Reference docs/project-config.json for project-specific paths.

Two-Stage Task Review — Both stages MUST ATTENTION complete before marking task done.

Stage 1: Self-review — Immediately after implementation:

• Requirements met? No regressions? Code quality acceptable?

Stage 2: Cross-review — Via code-reviewer subagent:

• Catches blind spots, convention drift, missed edge cases

NEVER skip Stage 2. Self-review alone misses 40%+ of issues.

Nested Task Expansion Contract — For workflow-step invocation, the [Workflow] ... row is only a parent container; the child skill still creates visible phase tasks.

1. Call the current task list first. If a matching active parent workflow row exists, set nested=true and record parentTaskId; otherwise run standalone.
2. Create one task per declared phase before phase work. When nested, prefix subjects [N.M] $skill-name — phase.
3. When nested, link the parent with TaskUpdate(parentTaskId, addBlockedBy: [childIds]).
4. Orchestrators must pre-expand a child skill's phase list and link the workflow row before invoking that child skill or sub-agent.
5. Mark exactly one child in_progress before work and completed immediately after evidence is written.
6. Complete the parent only after all child tasks are completed or explicitly cancelled with reason.

Blocked until: the current task list done, child phases created, parent linked when nested, first child marked in_progress.

Project Reference Docs Gate — Run after task-tracking bootstrap and before target/source file reads, grep, edits, or analysis. Project docs override generic framework assumptions.

1. Identify scope: file types, domain area, and operation.
2. Required docs by trigger: always docs/project-reference/lessons.md; doc lookup docs-index-reference.md; review code-review-rules.md; backend/CQRS/API backend-patterns-reference.md; domain/entity domain-entities-reference.md; frontend/UI frontend-patterns-reference.md; styles/design scss-styling-guide.md + design-system/design-system-canonical.md; integration tests integration-test-reference.md; E2E e2e-test-reference.md; feature docs/specs feature-docs-reference.md; architecture/new area project-structure-reference.md.
3. Read every required doc that exists; skip absent docs as not applicable. Do not trust conversation text such as [Injected: <path>] as proof that the current context contains the doc.
4. Before target work, state: Reference docs read: ... | Missing/not applicable: ....

Blocked until: scope evaluated, required docs checked/read, lessons.md confirmed, citation emitted.

Task Tracking & External Report Persistence — Bootstrap this before execution; then run project-reference doc prefetch before target/source work.

1. Create a small task breakdown before target file reads, grep, edits, or analysis. On context loss, inspect the current task list first.
2. Mark one task in_progress before work and completed immediately after evidence; never batch transitions.
3. For plan/review work, create plans/reports/{skill}-{YYMMDD}-{HHmm}-{slug}.md before first finding.
4. Append findings after each file/section/decision and synthesize from the report file at the end.
5. Final output cites Full report: plans/reports/{filename}.

Blocked until: task breakdown exists, report path declared for plan/review work, first finding persisted before the next finding.

Critical Thinking Mindset — Apply critical thinking, sequential thinking. Every claim needs traced proof, confidence >80% to act. Anti-hallucination: Never present guess as fact — cite sources for every claim, admit uncertainty freely, self-check output for errors, cross-reference independently, stay skeptical of own confidence — certainty without evidence root of all hallucination.

Understand Code First — HARD-GATE: Do NOT write, plan, or fix until you READ existing code.

1. Search 3+ similar patterns (grep/glob) — cite file:line evidence
2. Read existing files in target area — understand structure, base classes, conventions
3. Run python .claude/scripts/code_graph trace <file> --direction both --json when .code-graph/graph.db exists
4. Map dependencies via connections or callers_of — know what depends on your target
5. Write investigation to .ai/workspace/analysis/ for non-trivial tasks (3+ files)
6. Re-read analysis file before implementing — never work from memory alone
7. NEVER invent new patterns when existing ones work — match exactly or document deviation

BLOCKED until: - [ ] Read target files - [ ] Grep 3+ patterns - [ ] Graph trace (if graph.db exists) - [ ] Assumptions verified with evidence

Evidence-Based Reasoning — Speculation is FORBIDDEN. Every claim needs proof.

1. Cite file:line, grep results, or framework docs for EVERY claim
2. Declare confidence: >80% act freely, 60-80% verify first, <60% DO NOT recommend
3. Cross-service validation required for architectural changes
4. "I don't have enough evidence" is valid and expected output

BLOCKED until: - [ ] Evidence file path (file:line) - [ ] Grep search performed - [ ] 3+ similar patterns found - [ ] Confidence level stated

Forbidden without proof: "obviously", "I think", "should be", "probably", "this is because" If incomplete → output: "Insufficient evidence. Verified: [...]. Not verified: [...]."

Fix-Triggered Re-Review Loop — Re-review is triggered by a FIX CYCLE, not by a round number. Review purpose: review → if issues → fix → re-review until a round finds no issues. A clean review ENDS the loop — no further rounds required.

Round 1: Main-session review. Read target files, build understanding, note issues. Output findings + verdict (PASS / FAIL).

Decision after Round 1:

• No issues found (PASS, zero findings) → review ENDS. Do NOT spawn a fresh sub-agent for confirmation.
• Issues found (FAIL, or any non-zero findings) → fix the issues, then spawn a fresh sub-agent for Round 2 re-review.

Fresh sub-agent re-review (after every fix cycle): Spawn a NEW spawn_agent tool call — never reuse a prior agent. Sub-agent re-reads ALL files from scratch with ZERO memory of prior rounds. See SYNC:fresh-context-review for the spawn mechanism and SYNC:review-protocol-injection for the canonical Agent prompt template. Each fresh round must catch:

• Cross-cutting concerns missed in the prior round
• Interaction bugs between changed files
• Convention drift (new code vs existing patterns)
• Missing pieces that should exist but don't
• Subtle edge cases the prior round rationalized away
• Regressions introduced by the fixes themselves

Loop termination: After each fresh round, repeat the same decision: clean → END; issues → fix → next fresh round. Continue until a round finds zero issues, or 3 fresh-subagent rounds max, then escalate to user via a direct user question.

Rules:

• A clean Round 1 ENDS the review — no mandatory Round 2
• NEVER skip the fresh sub-agent re-review after a fix cycle (every fix invalidates the prior verdict)
• NEVER reuse a sub-agent across rounds — every iteration spawns a NEW Agent call
• Main agent READS sub-agent reports but MUST NOT filter, reinterpret, or override findings
• Max 3 fresh-subagent rounds per review — if still FAIL, escalate via a direct user question (do NOT silently loop)
• Track round count in conversation context (session-scoped)
• Final verdict must incorporate ALL rounds executed

Report must include ## Round N Findings (Fresh Sub-Agent) for every round N≥2 that was executed.

Fresh Sub-Agent Review — Eliminate orchestrator confirmation bias via isolated sub-agents.

Why: The main agent knows what it (or $cook) just fixed and rationalizes findings accordingly. A fresh sub-agent has ZERO memory, re-reads from scratch, and catches what the main agent dismissed. Sub-agent bias is mitigated by (1) fresh context, (2) verbatim protocol injection, (3) main agent not filtering the report.

When: ONLY after a fix cycle. A review round that finds zero issues ENDS the loop — do NOT spawn a confirmation sub-agent. A review round that finds issues triggers: fix → fresh sub-agent re-review.

How:

1. Spawn a NEW spawn_agent tool call — use code-reviewer subagent_type for code reviews, general-purpose for plan/doc/artifact reviews
2. Inject ALL required review protocols VERBATIM into the prompt — see SYNC:review-protocol-injection for the full list and template. Never reference protocols by file path; AI compliance drops behind file-read indirection (see SYNC:shared-protocol-duplication-policy)
3. Sub-agent re-reads ALL target files from scratch via its own tool calls — never pass file contents inline in the prompt
4. Sub-agent writes structured report to plans/reports/{review-type}-round{N}-{date}.md
5. Main agent reads the report, integrates findings into its own report, DOES NOT override or filter

Rules:

• SKIP fresh sub-agent when the prior round found zero issues (no fixes = nothing new to verify)
• NEVER skip fresh sub-agent after a fix cycle — every fix invalidates the prior verdict
• NEVER reuse a sub-agent across rounds — every fresh round spawns a NEW spawn_agent call
• Max 3 fresh-subagent rounds per review — escalate via a direct user question if still failing; do NOT silently loop or fall back to any prior protocol
• Track iteration count in conversation context (session-scoped, no persistent files)

Review Protocol Injection — Every fresh sub-agent review prompt MUST embed 10 protocol blocks VERBATIM. The template below has ALL 10 bodies already expanded inline. Copy the template wholesale into the Agent call's prompt field at runtime, replacing only the {placeholders} in Task / Round / Reference Docs / Target Files / Output sections with context-specific values. Do NOT touch the embedded protocol sections.

Why inline expansion: Placeholder markers would force file-read indirection at runtime. AI compliance drops significantly behind indirection (see SYNC:shared-protocol-duplication-policy). Therefore the template carries all 10 protocol bodies pre-embedded.

Subagent Type Selection

• code-reviewer — for code reviews (reviewing source files, git diffs, implementation)
• general-purpose — for plan / doc / artifact reviews (reviewing markdown plans, docs, specs)

Canonical Agent Call Template (Copy Verbatim)

spawn_agent({
description: "Fresh Round {N} review",
agent_type: "code-reviewer",
prompt: `
## Task
{review-specific task — e.g., "Review all uncommitted changes for code quality" | "Review plan files under {plan-dir}" | "Review integration tests in {path}"}

## Round
Round {N}. You have ZERO memory of prior rounds. Re-read all target files from scratch via your own tool calls. Do NOT trust anything from the main agent beyond this prompt.

## Protocols (follow VERBATIM — these are non-negotiable)

### Evidence-Based Reasoning
Speculation is FORBIDDEN. Every claim needs proof.
1. Cite file:line, grep results, or framework docs for EVERY claim
2. Declare confidence: >80% act freely, 60-80% verify first, <60% DO NOT recommend
3. Cross-service validation required for architectural changes
4. "I don't have enough evidence" is valid and expected output
BLOCKED until: Evidence file path (file:line) provided; Grep search performed; 3+ similar patterns found; Confidence level stated.
Forbidden without proof: "obviously", "I think", "should be", "probably", "this is because".
If incomplete → output: "Insufficient evidence. Verified: [...]. Not verified: [...]."

### Bug Detection
MUST check categories 1-4 for EVERY review. Never skip.
1. Null Safety: Can params/returns be null? Are they guarded? Optional chaining gaps? .find() returns checked?
2. Boundary Conditions: Off-by-one (< vs <=)? Empty collections handled? Zero/negative values? Max limits?
3. Error Handling: Try-catch scope correct? Silent swallowed exceptions? Error types specific? Cleanup in finally?
4. Resource Management: Connections/streams closed? Subscriptions unsubscribed on destroy? Timers cleared? Memory bounded?
5. Concurrency (if async): Missing await? Race conditions on shared state? Stale closures? Retry storms?
6. Stack-Specific: JS: === vs ==, typeof null. C#: async void, missing using, LINQ deferred execution.
Classify: CRITICAL (crash/corrupt) → FAIL | HIGH (incorrect behavior) → FAIL | MEDIUM (edge case) → WARN | LOW (defensive) → INFO.

### Design Patterns Quality
Priority checks for every code change:
1. DRY via OOP: Same-suffix classes (*Entity, *Dto, *Service) MUST share base class. 3+ similar patterns → extract to shared abstraction.
2. Right Responsibility: Logic in LOWEST layer (Entity > Domain Service > Application Service > Controller). Never business logic in controllers.
3. SOLID: Single responsibility (one reason to change). Open-closed (extend, don't modify). Liskov (subtypes substitutable). Interface segregation (small interfaces). Dependency inversion (depend on abstractions).
4. After extraction/move/rename: Grep ENTIRE scope for dangling references. Zero tolerance.
5. YAGNI gate: NEVER recommend patterns unless 3+ occurrences exist. Don't extract for hypothetical future use.
Anti-patterns to flag: God Object, Copy-Paste inheritance, Circular Dependency, Leaky Abstraction.

### Logic & Intention Review
Verify WHAT code does matches WHY it was changed.
1. Change Intention Check: Every changed file MUST serve the stated purpose. Flag unrelated changes as scope creep.
2. Happy Path Trace: Walk through one complete success scenario through changed code.
3. Error Path Trace: Walk through one failure/edge case scenario through changed code.
4. Acceptance Mapping: If plan context available, map every acceptance criterion to a code change.
NEVER mark review PASS without completing both traces (happy + error path).

### Test Spec Verification
Map changed code to test specifications.
1. From changed files → find TC-{FEAT}-{NNN} in docs/business-features/{Service}/detailed-features/{Feature}.md Section 15.
2. Every changed code path MUST map to a corresponding TC (or flag as "needs TC").
3. New functions/endpoints/handlers → flag for test spec creation.
4. Verify TC evidence fields point to actual code (file:line, not stale references).
5. Auth changes → TC-{FEAT}-02x exist? Data changes → TC-{FEAT}-01x exist?
6. If no specs exist → log gap and recommend $tdd-spec.
NEVER skip test mapping. Untested code paths are the #1 source of production bugs.

### Fix-Layer Accountability
NEVER fix at the crash site. Trace the full flow, fix at the owning layer. The crash site is a SYMPTOM, not the cause.
MANDATORY before ANY fix:
1. Trace full data flow — Map the complete path from data origin to crash site across ALL layers (storage → backend → API → frontend → UI). Identify where bad state ENTERS, not where it CRASHES.
2. Identify the invariant owner — Which layer's contract guarantees this value is valid? Fix at the LOWEST layer that owns the invariant, not the highest layer that consumes it.
3. One fix, maximum protection — If fix requires touching 3+ files with defensive checks, you are at the wrong layer — go lower.
4. Verify no bypass paths — Confirm all data flows through the fix point. Check for direct construction skipping factories, clone/spread without re-validation, raw data not wrapped in domain models, mutations outside the model layer.
BLOCKED until: Full data flow traced (origin → crash); Invariant owner identified with file:line evidence; All access sites audited (grep count); Fix layer justified (lowest layer that protects most consumers).
Anti-patterns (REJECT): "Fix it where it crashes" (crash site ≠ cause site, trace upstream); "Add defensive checks at every consumer" (scattered defense = wrong layer); "Both fix is safer" (pick ONE authoritative layer).

### Rationalization Prevention
AI skips steps via these evasions. Recognize and reject:
- "Too simple for a plan" → Simple + wrong assumptions = wasted time. Plan anyway.
- "I'll test after" → RED before GREEN. Write/verify test first.
- "Already searched" → Show grep evidence with file:line. No proof = no search.
- "Just do it" → Still need task tracking. Skip depth, never skip tracking.
- "Just a small fix" → Small fix in wrong location cascades. Verify file:line first.
- "Code is self-explanatory" → Future readers need evidence trail. Document anyway.
- "Combine steps to save time" → Combined steps dilute focus. Each step has distinct purpose.

### Graph-Assisted Investigation
MANDATORY when .code-graph/graph.db exists.
HARD-GATE: MUST run at least ONE graph command on key files before concluding any investigation.
Pattern: Grep finds files → trace --direction both reveals full system flow → Grep verifies details.
- Investigation/Scout: trace --direction both on 2-3 entry files
- Fix/Debug: callers_of on buggy function + tests_for
- Feature/Enhancement: connections on files to be modified
- Code Review: tests_for on changed functions
- Blast Radius: trace --direction downstream
CLI: python .claude/scripts/code_graph {command} --json. Use --node-mode file first (10-30x less noise), then --node-mode function for detail.

### Understand Code First
HARD-GATE: Do NOT write, plan, or fix until you READ existing code.
1. Search 3+ similar patterns (grep/glob) — cite file:line evidence.
2. Read existing files in target area — understand structure, base classes, conventions.
3. Run python .claude/scripts/code_graph trace <file> --direction both --json when .code-graph/graph.db exists.
4. Map dependencies via connections or callers_of — know what depends on your target.
5. Write investigation to .ai/workspace/analysis/ for non-trivial tasks (3+ files).
6. Re-read analysis file before implementing — never work from memory alone.
7. NEVER invent new patterns when existing ones work — match exactly or document deviation.
BLOCKED until: Read target files; Grep 3+ patterns; Graph trace (if graph.db exists); Assumptions verified with evidence.

## Reference Docs (READ before reviewing)
- docs/project-reference/code-review-rules.md
- {skill-specific reference docs — e.g., integration-test-reference.md for integration-test-review; backend-patterns-reference.md for backend reviews; frontend-patterns-reference.md for frontend reviews}

## Target Files
{explicit file list OR "run git diff to see uncommitted changes" OR "read all files under {plan-dir}"}

## Output
Write a structured report to plans/reports/{review-type}-round{N}-{date}.md with sections:
- Status: PASS | FAIL
- Issue Count: {number}
- Critical Issues (with file:line evidence)
- High Priority Issues (with file:line evidence)
- Medium / Low Issues
- Cross-cutting findings

Return the report path and status to the main agent.
Every finding MUST have file:line evidence. Speculation is forbidden.
`
})

Rules

• DO copy the template wholesale — including all 10 embedded protocol sections
• DO replace only the {placeholders} in Task / Round / Reference Docs / Target Files / Output sections with context-specific content
• DO choose code-reviewer subagent_type for code reviews and general-purpose for plan / doc / artifact reviews
• DO NOT paraphrase, summarize, or skip any protocol section
• DO NOT pass file contents inline — the sub-agent reads via its own tool calls so it has a fresh context
• DO NOT reference protocols by file path or tag name — the bodies are already embedded above
• DO NOT introduce placeholder markers for the protocols — they must stay literally expanded

Estimation Framework — Bottom-up first; SP DERIVED; output min-max range when likely ≥3d. Stack-agnostic. Baseline: 3-5yr dev, 6 productive hrs/day. AI estimate assumes Claude Code + project context.

Method:

1. Blast Radius pass (below) — drives code AND test cost
2. Decompose phases → hours/phase → bottom_up_hours = Σ phase_hours
3. likely_days = ceil(bottom_up_hours / 6) × productivity_factor
4. Sum Risk Margin (base + add-ons) → max_days = likely_days × (1 + margin)
5. min_days = likely_days × 0.9
6. Output as range when likely_days ≥3; single point allowed <3 (still record margin)
7. man_days_ai = same range × AI speedup
8. story_points DERIVED from likely_days via SP-Days — NEVER driver. Disagreement >50% → trust bottom-up

Productivity factor: 0.8 strong scaffolding+codegen+AI hooks · 1.0 mature default · 1.2 weak patterns · 1.5 greenfield

Cost Driver Heuristic (apply BEFORE work-type row):

• UI dominates in CRUD/business apps — 1.5-3x backend (states, validation, responsive, a11y, polish)
• Backend dominates ONLY: multi-aggregate invariants, cross-service contracts, schema migrations, heavy query/perf, new event flows

Reuse-vs-Create axis (PRIMARY lever, per layer):

| UI tier | Cost | | -------------------------------------------- | -------- | | Reuse component on existing screen | 0.1-0.3d | | Add control/column to existing screen | 0.3-0.8d | | Compose components into NEW screen | 1-2d | | NEW screen, custom layout/states/validation | 2-4d | | NEW shared/common component (themed, tested) | 3-6d+ |

| Backend tier | Cost | | ---------------------------------------------------- | --------- | | Reuse query/handler from new place | 0.1-0.3d | | Small update existing handler/entity | 0.3-0.8d | | NEW query on existing repo/model | 0.5-1d | | NEW command/handler on existing aggregate (additive) | 1-2d | | NEW aggregate/entity (repo, validation, events) | 2-4d | | NEW cross-service contract OR schema migration | 2-4d each | | Multi-aggregate invariant / heavy domain rule | 3-5d |

Rule: Sum tiers across UI+backend+tests, apply productivity factor. Reuse short-circuits tiers — call out.

Test-Scope drivers (compute test_count EXPLICITLY — "+tests" hand-wave is #1 failure):

| Driver | Count | | --------------------------------- | ------------------------------------------------------ | | Happy-path journeys | 1 per story / AC main flow | | State-machine transitions | reachable transitions × allowed actors | | Multi-entity state combos | state(A) × state(B) — REACHABLE only, not Cartesian | | Authorization matrix | (owner, non-owner, elevated, unauth) × each mutation | | Validation rules | 1 per required field / boundary / format / cross-field | | UI states (per new screen/dialog) | happy, loading, empty, error, partial — present only | | Negative paths / invariants | 1 per violatable business rule |

| Test tier (Trad, incl. setup+assert+flake) | Cost | | ------------------------------------------ | -------- | | 1-5 cases, fixtures reused | 0.3-0.5d | | 6-12 cases, 1 new fixture | 0.5-1d | | 13-25 cases, multi-entity setup | 1-2d | | 26-50 cases OR new state-machine coverage | 2-3d | | >50 cases OR full E2E journey | 3-5d |

Test multipliers: new fixture/seed harness +0.5d · cross-service/bus assertion +0.3d each · UI E2E ×1.5 · each new role +1-2 cases

Blast Radius (mandatory pre-pass — affects code AND test):

1. Files/components directly modified — count
2. Of those, "complex" (>500 LOC, multi-handler, central, frequently-modified) — count
3. Downstream consumers (callers, event subscribers, cross-service) — list
4. Shared/common code touched (multi-app blast) — yes/no
5. Regression scope — areas needing re-test

Rule: Complex touch → add risk_factors. Each downstream consumer → +1-3 regression cases. Blast >5 areas OR >2 complex → re-evaluate SPLIT before estimating.

Risk Margin (drives max bound):

| likely_days | Base margin | | ------------------- | ------------------------------- | | <1d trivial | +10% | | 1-2d small additive | +20% | | 3-4d real feature | +35% | | 5-7d large | +50% | | 8-10d very large | +75% | | >10d | +100% AND flag SHOULD SPLIT |

Risk-factor add-ons (additive — enumerate in risk_factors):

| Factor | +margin | | --------------------------------------------------------------------- | ------- | | touches-complex-existing-feature (>500 LOC, multi-handler, central) | +20% | | cross-service-contract change | +25% | | schema-migration-on-populated-data | +25% | | new-tech-or-unfamiliar-pattern | +30% | | regression-fan-out (≥3 downstream areas re-test) | +20% | | performance-or-latency-critical | +20% | | concurrency-race-event-ordering | +25% | | shared-common-code (multi-consumer/multi-app) | +25% | | unclear-requirements-or-design | +30% |

Collapse rule: total margin >100% → STOP, split (padding past 2x is dishonesty). Margin <15% on likely_days ≥5 → under-estimated, widen.

Work-Type Caps (hard ceilings on likely_days): | Work type | Max SP | Max likely | | --- | --- | --- | | Single field / config flag / style fix | 1 | 0.5d | | Add property to existing model + bind to existing UI | 2 | 1d | | Additive endpoint + minor UI control (button/menu/column), reuses fixtures | 3 | 2-3d | | Additive endpoint + NEW UI surface OR additive multi-layer + new domain rule + 2+ test files | 5 | 3-5d | | NEW model/aggregate OR migration OR cross-module contract OR heavy test (>1.5d) OR NEW UI + non-trivial backend | 8 | 5-7d | | NEW UI surface + (NEW aggregate OR migration OR cross-service contract) | 13 | SHOULD split | | Cross-service contract + migration combined | 13 | SHOULD split | | Beyond | 21 | MUST split |

SP→Days (validation only): 1=0.5d/0.25d · 2=1d/0.35d · 3=2d/0.65d · 5=4d/1.0d · 8=6d/1.5d · 13=10d/2.0d (Trad/AI likely) AI speedup: SP 1≈2x · 2-3≈3x · 5-8≈4x · 13+≈5x. AI cost = (code_gen × 1.3) + (test_gen × 1.3) (30% review overhead).

MANDATORY frontmatter:

story_points: <n>
complexity: low | medium | high | critical
man_days_traditional: '<min>-<max>d' # range when likely ≥3d; '<N>d' when <3d
man_days_ai: '<min>-<max>d'
risk_margin_pct: <n> # base + add-ons
risk_factors: [touches-complex-existing-feature, regression-fan-out] # closed-list from add-ons; [] if none
blast_radius:
    touched_areas: <n>
    complex_touched: <n>
    downstream_consumers: [list or count]
    shared_common_code: yes | no
estimate_scope_included: [code, integration-tests, frontend, i18n, docs]
estimate_scope_excluded: [unit-tests, e2e, perf, deployment, code-review-rounds]
estimate_reasoning: |
    5-7 lines covering:
    (a) UI tier — row applied
    (b) Backend tier — row applied
    (c) Test scope — case breakdown by driver, file count, fixtures, tier row
    (d) Cost driver — dominant tier + why
    (e) Blast radius — touched, complex, regression scope
    (f) Risk factors — list driving margin; why not larger/smaller
    Example: "UI: compose Form/Table/Dialog → NEW screen (~1.5d). Backend: NEW command on existing aggregate,
    reuses validation+repo (~1d). Tests: 4 transitions × 2 actors + 3 validation + 2 UI states = 13 cases,
    1 new fixture → tier 13-25 ~1.5d. Driver: UI composition + new states. Blast: 4 areas, 1 complex.
    Risk: base 35% + touches-complex +20% = 55% → max 3.9d → range 2.5-4d."

Sanity self-check:

• likely_days ≥3d and single-point? → reject, must be range
• Margin <15% on likely_days ≥5d? → under-estimated, widen
• Margin >100%? → STOP, split instead of buffer
• Complex existing feature touched, no regression budget in (c)? → reject
• Blast >5 areas OR >2 complex, no split discussion? → reject
• Purely additive on existing model AND existing UI? → cap SP 3 unless tests >1.5d
• NEW UI surface (page/complex form/dashboard)? → SP 5+ even if backend one endpoint
• Backend cross-service / migration / multi-aggregate? → SP 8+ regardless of UI
• bottom_up_hours / 6 vs SP-Days disagreement >50%? → trust bottom-up, downgrade SP
• Without tests, SP drops ≥1 bucket? → tests dominate; state explicitly
• Reasoning called out UI vs backend vs blast vs risk factors? → if missing, add

Red Flag Stop Conditions — STOP and escalate to user via ask the user directly when:

1. Confidence drops below 60% on any critical decision
2. Changes would affect >20 files (blast radius too large)
3. Cross-service boundary is being crossed
4. Security-sensitive code (auth, crypto, PII handling)
5. Breaking change detected (interface, API contract, DB schema)
6. Test coverage would decrease after changes
7. Approach requires technology/pattern not in the project

NEVER proceed past a red flag without explicit user approval.

• MANDATORY IMPORTANT MUST ATTENTION search 3+ existing patterns and read code BEFORE any modification. Run graph trace when graph.db exists. <!-- /SYNC:understand-code-first:reminder -->

• MANDATORY IMPORTANT MUST ATTENTION cite file:line evidence for every claim. Confidence >80% to act, <60% = do NOT recommend. <!-- /SYNC:evidence-based-reasoning:reminder -->

• MANDATORY MUST ATTENTION estimation: bottom-up phase hours drive man_days_traditional (Σh/6 × productivity_factor); SP DERIVED. UI cost usually dominates — bump SP one bucket if NEW UI surface (page/complex form/dashboard). Frontmatter MUST include story_points, complexity, man_days_traditional, man_days_ai, estimate_scope_included, estimate_scope_excluded, estimate_reasoning (UI vs backend cost driver). Cap SP 3 for additive-on-existing-model+existing-UI unless test scope >1.5d. SP 13 SHOULD split, SP 21 MUST split. <!-- /SYNC:estimation-framework:reminder -->

• MANDATORY IMPORTANT MUST ATTENTION STOP after 3 failed fix attempts. Report all attempts, ask user before continuing. <!-- /SYNC:red-flag-stop-conditions:reminder -->

• MANDATORY IMPORTANT MUST ATTENTION read frontend-patterns-reference, scss-styling-guide, design-system/README before any UI change. <!-- /SYNC:ui-system-context:reminder -->

MUST ATTENTION apply critical thinking — every claim needs traced proof, confidence >80% to act. Anti-hallucination: never present guess as fact.

MUST ATTENTION apply AI mistake prevention — holistic-first debugging, fix at responsible layer, surface ambiguity before coding, re-read files after compaction.

• MANDATORY Bootstrap task tracking before target work; transition one task at a time.
• MANDATORY Persist plan/review findings to plans/reports/ incrementally and synthesize from disk.

• MANDATORY After task-tracking bootstrap and before target/source work, read required project-reference docs and cite Reference docs read: ....
• MANDATORY Always include lessons.md; project conventions override generic defaults.

• MANDATORY Parent workflow rows do not replace child phase tracking; expand phases and link the parent when nested.
• MANDATORY Orchestrators pre-expand child skill phases before invocation; use [N.M] $skill-name — phase prefixes and one-in_progress discipline.

Closing Reminders

• MANDATORY IMPORTANT MUST ATTENTION break work into small todo tasks using task tracking BEFORE starting
• MANDATORY IMPORTANT MUST ATTENTION search codebase for 3+ similar patterns before creating new code
• MANDATORY IMPORTANT MUST ATTENTION cite file:line evidence for every claim (confidence >80% to act)
• MANDATORY IMPORTANT MUST ATTENTION add a final review todo task to verify work quality
• MANDATORY IMPORTANT MUST ATTENTION STOP after 3 failed fix attempts — report outcomes, ask user before #4 MANDATORY IMPORTANT MUST ATTENTION READ the following files before starting:

[TASK-PLANNING] Before acting, analyze task scope and systematically break it into small todo tasks and sub-tasks using task tracking.

Hookless Prompt Protocol Mirror (Auto-Synced)

Source: .claude/hooks/lib/prompt-injections.cjs + .claude/.ck.json

[WORKFLOW-EXECUTION-PROTOCOL] [BLOCKING] Workflow Execution Protocol — MANDATORY IMPORTANT MUST CRITICAL. Do not skip for any reason.

1. DETECT: Match prompt against workflow catalog
2. ANALYZE: Find best-match workflow AND evaluate if a custom step combination would fit better
3. ASK (REQUIRED FORMAT): Use a direct user question with this structure:
   • Question: "Which workflow do you want to activate?"
   • Option 1: "Activate [BestMatch Workflow] (Recommended)"
   • Option 2: "Activate custom workflow: [step1 → step2 → ...]" (include one-line rationale)
4. ACTIVATE (if confirmed): Call $workflow-start <workflowId> for standard; sequence custom steps manually
5. CREATE TASKS: task tracking for ALL workflow steps
6. EXECUTE: Follow each step in sequence [CRITICAL-THINKING-MINDSET] Apply critical thinking, sequential thinking. Every claim needs traced proof, confidence >80% to act. Anti-hallucination principle: Never present guess as fact — cite sources for every claim, admit uncertainty freely, self-check output for errors, cross-reference independently, stay skeptical of own confidence — certainty without evidence root of all hallucination. AI Attention principle (Primacy-Recency): Put the 3 most critical rules at both top and bottom of long prompts/protocols so instruction adherence survives long context windows.

Learned Lessons

Lessons Learned

[CRITICAL] Hard-won project debugging/architecture rules. MUST ATTENTION apply BEFORE forming hypothesis or writing code.

Quick Summary

Goal: Prevent recurrence of known failure patterns — debugging, architecture, naming, AI orchestration, environment.

Top Rules (apply always):

• MUST ATTENTION verify ALL preconditions (config, env, DB names, DI regs) BEFORE code-layer hypothesis
• MUST ATTENTION fix responsible layer — NEVER patch symptom sites with caller-specific defensive code
• MUST ATTENTION use ExecuteInjectScopedAsync for parallel async + repo/UoW — NEVER ExecuteUowTask
• MUST ATTENTION name by PURPOSE not CONTENT — adding member forces rename = abstraction broken
• MUST ATTENTION persist sub-agent findings incrementally after each file — NEVER batch at end
• MUST ATTENTION Windows bash: verify Python alias (where python/where py) — NEVER assume python/python3 resolves

Debugging & Root Cause Reasoning

• [2026-04-11] Holistic-first: verify environment before code. Failure → list ALL preconditions (config, env vars, DB names, endpoints, DI regs, credentials, permissions, data prerequisites) → verify each via evidence (grep/cat/query) BEFORE code-layer hypothesis. Worst rabbit holes: diving nearest layer while bug sits elsewhere — e.g., hours debugging "sync timeout", real cause: test appsettings pointing wrong DB. ALWAYS cheapest check first.
• [2026-04-01] Ask "whose responsibility?" before fixing. Trace: bug caller (wrong data) or callee (wrong handling)? Fix responsible layer — NEVER patch symptom site masking real issue.
• [2026-04-01] Trace data lifecycle, not error site. Follow data: creation → transformation → consumption. Bug usually where data created wrong, not consumed.
• [2026-04-01] Code caller-agnostic. Functions/handlers/consumers don't know who invokes them. Comments/guards/messages describe business intent — NEVER reference specific callers (tests, seeders, scripts).

Architecture Invariants

• [2026-05-09] User name materialization MUST ATTENTION go through User.UpdateName(firstName, middleName, lastName). Domain method (src/Services/bravoTALENTS/Employee.Domain/AggregatesModel/User.cs:202-209) recomputes FullName as single source of truth. Three sites still manually patch user.FullName = user.GetFullName() after assigning name fields — src/Services/bravoTALENTS/Employee.Application/Factories/UserFactory.cs:50, src/Services/bravoSURVEYS/LearningPlatform.Application/ApplyPlatform/MessageBus/Consumers/AccountUserDeletedEventBusConsumer.cs:102, src/Services/bravoINSIGHTS/Analyze/Analyze.Application/MessageBus/Consumers/AccountUserDeletedEventBusConsumer.cs:66. Next time touching any: replace manual patch with user.UpdateName(...) to maintain invariant.
• [2026-03-31] ParallelAsync + repo/UoW MUST ATTENTION use ExecuteInjectScopedAsync, NEVER ExecuteUowTask. ExecuteUowTask creates new UoW but reuses outer DI scope (same DbContext) — parallel iterations sharing non-thread-safe DbContext silently corrupt data. ExecuteInjectScopedAsync creates new UoW + new DI scope (fresh repo per iteration).
• [2026-03-31] Bus message naming MUST ATTENTION include service name prefix — core services NEVER consume feature events. Prefix declares schema ownership (AccountUserEntityEventBusMessage = Accounts owns). Core services (Accounts, Communication) leaders. Feature services (Growth, Talents) sending to core MUST ATTENTION use {CoreServiceName}...RequestBusMessage — NEVER define own event for core to consume.

Naming & Abstraction

• [2026-04-12] Name PURPOSE not CONTENT — "OrXxx" anti-pattern. HrManagerOrHrOrPayrollHrOperationsPolicy names set members, not what guards. Add role → rename = broken abstraction. Rule: names express DOES/GUARDS, not CONTAINS. Test: adding/removing member forces rename? YES = content-driven = bad → rename to purpose (e.g., HrOperationsAccessPolicy). Nuance: "Or" fine behavioral idioms (FirstOrDefault, SuccessOrThrow) — expresses HAPPENS, not membership.

Environment & Tooling

• [2026-04-20] Windows bash: NEVER assume python/python3 resolves — verify alias first. Python may not be bash PATH under those names. Check: where python / where py. ALWAYS prefer py (Windows Python Launcher) one-liners, node if JS alternative exists.

Test-specific lessons → docs/project-reference/integration-test-reference.md Lessons Learned section. Production-code anti-patterns → docs/project-reference/backend-patterns-reference.md Anti-Patterns section. Generic debugging/refactoring reminders → System Lessons .claude/hooks/lib/prompt-injections.cjs.

Closing Reminders

• IMPORTANT MUST ATTENTION holistic-first: verify ALL preconditions (config, env, DB names, endpoints, DI regs) BEFORE code-layer hypothesis — cheapest check first
• IMPORTANT MUST ATTENTION fix responsible layer — NEVER patch symptom site; trace caller (wrong data) vs callee (wrong handling), fix root owner
• IMPORTANT MUST ATTENTION parallel async + repo/UoW → ALWAYS ExecuteInjectScopedAsync, NEVER ExecuteUowTask (shared DbContext = silent data corruption)
• IMPORTANT MUST ATTENTION bus message prefix = schema ownership; feature services NEVER define events for core services — use {CoreServiceName}...RequestBusMessage
• IMPORTANT MUST ATTENTION name by PURPOSE — adding/removing member forces rename = broken abstraction
• IMPORTANT MUST ATTENTION sub-agents MUST write findings after each file/section — NEVER batch all findings into one final write
• IMPORTANT MUST ATTENTION Windows bash: NEVER assume python/python3 resolves — run where python/where py first, use py launcher or node
• IMPORTANT MUST ATTENTION every claim needs file:line evidence — confidence >80% to act, NEVER speculate

[LESSON-LEARNED-REMINDER] [BLOCKING] Task Planning & Continuous Improvement — MANDATORY. Do not skip.

Break work into small tasks (task tracking) before starting. Add final task: "Analyze AI mistakes & lessons learned".

Extract lessons — ROOT CAUSE ONLY, not symptom fixes:

1. Name the FAILURE MODE (reasoning/assumption failure), not symptom — "assumed API existed without reading source" not "used wrong enum value".
2. Generality test: does this failure mode apply to ≥3 contexts/codebases? If not, abstract one level up.
3. Write as a universal rule — strip project-specific names/paths/classes. Useful on any codebase.
4. Consolidate: multiple mistakes sharing one failure mode → ONE lesson.
5. Recurrence gate: "Would this recur in future session WITHOUT this reminder?" — No → skip $learn.
6. Auto-fix gate: "Could $code-review/$code-simplifier/$security/$lint catch this?" — Yes → improve review skill instead.
7. BOTH gates pass → ask user to run $learn. [TASK-PLANNING] [MANDATORY] BEFORE executing any workflow or skill step, create/update task tracking for all planned steps, then keep it synchronized as each step starts/completes.