Agent Skills: plan-review

[Planning] Use when you need to auto-review a plan for validity, correctness, and best practices — recursive: review, validate findings with why-review, fix validated findings, full re-review until no findings.

UncategorizedID: duc01226/easyplatform/plan-review

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.agents/skills/plan-review/SKILL.md

Skill Metadata

Name
plan-review
Description
'[Planning] Use when you need to auto-review a plan for validity, correctness, and best practices — recursive: review, validate findings with why-review, fix validated findings, full re-review until no findings.'

Codex compatibility note:

  • Invoke repository skills with $skill-name in Codex; this mirrored copy rewrites legacy Claude /skill-name references.
  • 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:START -->

Codex Project-Reference Loading (No Hooks)

Codex uses static project-reference loading instead of runtime-injected project docs. 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)

Missing/stale context route: If docs/project-config.json, the docs index, lessons.md, CLAUDE.md, AGENTS.md, or any task-required reference doc is missing or stale, auto-run $project-init or the narrow setup route ($project-config, $docs-init, $scan-all, $scan --target=<key>, $claude-md-init) before ordinary project-specific work. If Codex mirrors or AGENTS.md are missing/stale, ask the user to run $sync-codex; do not auto-run it.

Situation-based docs:

  • Project structure/architecture/tech-stack/deployment/setup (any layer — backend, frontend, or infra): project-structure-reference.md
  • Backend/CQRS/API/domain/entity changes: backend-patterns-reference.md, domain-entities-reference.md
  • Frontend/UI/styling/design-system: frontend-patterns-reference.md, scss-styling-guide.md, design-system/README.md
  • Spec authoring, docs/specs/ pathing, or TC format: feature-spec-reference.md, spec-system-reference.md, spec-principles.md
  • Behavior/public-contract changes or spec-test-code sync: workflow-spec-test-code-cycle-reference.md plus the spec docs above
  • Derived spec indexes/ERDs/reimplementation guides: spec-system-reference.md and source Feature Specs under docs/specs/
  • 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.

<!-- CODEX:PROJECT-REFERENCE-LOADING:END --> <!-- PROMPT-ENHANCE:STEP-TASK-ANCHOR:START -->

[BLOCKING] Execute skill steps in declared order. NEVER skip, reorder, or merge steps without explicit user approval. [BLOCKING] Before each step or sub-skill call, update task tracking: set in_progress when step starts, set completed when step ends. [BLOCKING] Every completed/skipped step MUST include brief evidence or explicit skip reason. [BLOCKING] If Task tools are unavailable, create and maintain an equivalent step-by-step plan tracker with the same status transitions.

<!-- PROMPT-ENHANCE:STEP-TASK-ANCHOR:END -->

Quick Summary

Goal: Block any plan from reaching implementation unless it is hallucination-free (every existing-code claim proven at file:line) and implementation-ready (every step concrete, small enough to code from immediately) — by auto-reviewing implementation plans for validity, correctness, and best practices. Recursive: when any findings exist, validate findings with $why-review --validate-findings, fix only validated findings in plan files, and rerun the full plan review until the round's exit bar is clear — zero findings in rounds 1-2, zero CRITICAL/HIGH/MEDIUM from round 3 (a LOW-only round ENDS the loop, deferred not fixed).

Every phase review treats Mode, Wave, write set, and SEQ dependency as one indivisible metadata contract; a mismatch in any field blocks approval.

Summary: AI self-review (automatic, NOT a user interview like $plan-validate) that gates a plan before implementation.

  • Purpose: review as a SKEPTIC, not validator — every existing-code claim needs file:line proof (Anti-Hallucination Gate); every phase must clear the "Detailed & Small Enough" granularity gate (≤5 files, ≤3h, no planning verbs) — too vague → detail it, too big → break it.
  • Main steps (run in order): Phase 0 detect plan type → Step 1 read plan.md + goal.md + all phase-*.md, extract requirements/steps/files/risks → Step 2 evaluate the 4 checklist groups: Validity (summary, requirements, steps, files) · Correctness (Granularity Gate + Anti-Hallucination/Code-Proof Gate + spec/TC coverage + Goal-Contract mapping) · Best Practices (YAGNI/KISS/DRY/architecture) · Completeness (risks, testing, success criteria, security, graph-dependency) → run the 11 Adversarial techniques + Anti-Bias Gate + 8 Plan Dimensions → graph-trace each modified file (when graph.db exists) → Step 3 score PASS/WARN/FAIL → Step 4 output result → Step 5 recursive validate-fix-re-review loop.
  • Detect plan type FIRST (Phase 0) so the right focus applies — bugfix MANDATES the Behavioral Delta Matrix; security/performance/refactor/contract/infra/data-schema each add targeted checks.
  • Findings are never fixed blindly: run the $why-review --validate-findings gate BEFORE editing any plan.md/phase-*.md, fix only validated findings at the smallest responsible location, then restart the FULL review with a fresh, zero-memory sub-agent — loop until a clean pass at the round's bar.
  • Severity floor — from round 3, LOW stops blocking. Rounds 1-2 require zero findings at any severity. From round 3 the bar is zero validated CRITICAL/HIGH/MEDIUM — a review round whose validated findings are ALL LOW ENDS the loop. Do NOT restart the full review for LOW findings alone: record them under ## Deferred LOW Findings (severity floor, round ≥3) in the report and PASS. NEVER re-tier a real CRITICAL/HIGH/MEDIUM down to LOW to reach the exit, and NEVER apply the floor to a hallucinated-code claim or a missing-evidence finding — those are HIGH by definition, not deferrable LOW. Severity tiers per SYNC:severity-rubric.
  • Round cap 3 — a ceiling, NEVER a target; a clean pass ends the loop immediately at ANY round (round 1 included). Escalate by asking the user directly when the same blocker survives 2 consecutive full re-reviews with no progress, when round 3 completes with findings still open, or when a finding needs product/owner judgment — cap exhaustion escalates, it NEVER becomes a PASS.

Workflow:

  1. Resolve Plan — Use $ARGUMENTS path or active plan from ## Plan Context
  2. Read Files — plan.md + all phase-*.md files, extract requirements/steps/files/risks
  3. Evaluate Checklist — Validity (summary, requirements, steps, files), Correctness (specific, paths, no conflicts), Best Practices (YAGNI/KISS/DRY, architecture), Completeness (risks, testing, success, security)
  4. Score & Classify — PASS (all Required + ≥50% Recommended), WARN (all Required + <50% Recommended), FAIL (any Required fails)
  5. Output Result — Status, checks passed, issues, recommendations, verdict
  6. If any findings remain — Run $why-review --validate-findings on the plan-review report first; fix only validated actionable issues in plan files, then re-review (loop back to step 2 until the round's bar is clear — zero findings in rounds 1-2, zero CRITICAL/HIGH/MEDIUM from round 3 — unless the repeated-blocker rule or the 3-round cap applies)

Core Principle — Detailed & Small Enough:

  • Too vague? → Detail it: add specific file paths, concrete actions, exact method names
  • Too big to detail? → Break it: split into smaller phases/sub-plans until each is detailed
  • A plan that can't be immediately coded from is NOT ready. Every step must be implementation-ready.

Key Rules:

  • No hallucination: Every plan claim about existing source code must have file:line proof — unverified paths, class names, or behaviors = FAIL
  • PASS: Proceed to implementation
  • WARN: Proceed with caution, note gaps
  • FAIL (any findings): Validate findings with $why-review --validate-findings, fix only validated plan issues, then re-run the FULL review from the start. Repeat this self-loop — no forced minimum, capped at 3 rounds MAX — until a complete pass finds ZERO findings.
  • Bounded loop — two escalation triggers, neither a completion criterion: (a) no-progress safety — the SAME blocker surviving 2 consecutive full re-reviews with no progress; (b) round cap — round 3 completing with findings still open. Whichever trips first → STOP and escalate to user by asking the user directly, never a silent "good enough" PASS. A clean pass ends the loop immediately, even on round 1 — the cap is a ceiling, not a quota.
  • Constructive: Focus on implementation-blocking issues, not pedantic details

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

First Principle — Easy to Change

The success metric of every coding decision is future change cost. DRY, SRP, abstraction, design patterns, naming, layering, tests — every technique exists to serve one goal: making the next change cheaper.

Evaluating code, refactor, test, abstraction, ask: does this make the next change cheaper or more expensive?

  • Reject "best practices" raising change cost — premature abstraction, speculative generality, leaky indirection, ceremony without payoff.
  • Name the real enemies in findings: coupling, hidden state, duplicated knowledge, unclear intent, irreversible decisions exposed too early.
  • A simpler design that is easy to change beats a sophisticated one that is not.

Apply this lens before any rule, pattern, or checklist below — a downstream rule that raises change cost LOSES to this principle.


Adversarial Review Mindset (NON-NEGOTIABLE)

Default stance: SKEPTIC, not validator. Your job is to find what cannot work, not confirm what looks right.

Confirmation bias trap: After reading a well-structured plan, AI naturally finds reasons to agree. This section exists to break that loop before it produces a rubber-stamp approval.

Adversarial Techniques (apply ALL before concluding)

Techniques 1-6 stress whether the plan can be built (reality, effort, scope, dependencies). Techniques 7-10 stress whether the chosen design is the right one — the decision-quality lens shared with $why-review's rationale review. Apply both groups: a buildable plan built on the wrong decision is still a failed plan.

1. Implementation Reality Check Per phase: "a developer starts implementing this right now — what breaks FIRST?" Walk the critical path concretely. A vague phase ("implement the service layer") untraceable to specific files/classes FAILS.

2. Assumption Stress Test List the top 3 implicit assumptions; per assumption: "what if it is wrong?" A valid plan survives 2 of 3 being false. Usual hidden ones: existing code is in a known state · no external API changes · team already has this domain knowledge.

3. Effort Reality Check Per estimated phase: "has similar work in THIS codebase shipped in that timeframe, and what slowed it last time?" Underestimating by 2x or more makes it an optimistic guess, NOT a valid plan.

4. Pre-Mortem Assume the plan shipped exactly as written and the feature has been in production a month. Write ONE concrete, plausible failure scenario. Finding none means you have not looked hard enough.

5. Scope Creep Detector Flag any task NOT directly required to deliver the stated feature. "While we're here, let's also refactor X" is scope creep.

6. Dependency Blindspot List 2-3 external dependencies (services, APIs, data sources) the plan assumes stable; per one: "what breaks here if it changes or goes away?" A dependency failure addressed nowhere is a risk gap.

7. Steel-Man the Rejected Alternative Per design decision choosing X over an alternative, argue FOR the rejected one as strongly as possible. Would a 10-year domain senior pick it? If yes, dismissal needs proof stronger than "we picked X" — why: a decision that never names what it rejected was assumed, not made.

8. Why NOT? Per "chose X because Y", ask what X sacrifices. A plan listing only upsides is hiding the trade-off, not avoiding it. Demand the named downside.

9. Unseen Alternatives Name 1-2 viable approaches the plan never mentions. An alternative absent without exclusion reasoning is weak coverage, NOT a settled decision.

10. Pros/Cons Symmetry Count stated pros vs cons on the chosen approach. Pros outnumbering cons by more than 2:1 signals confirmation bias — demand the missing downsides before accepting.

11. Contrarian Pass Before ANY verdict, write ≥2 sentences arguing the OPPOSITE. About to write PASS → argue NEEDS WORK, and vice versa. Then pick the stronger argument on evidence.

Forbidden Patterns

  • "Structure looks good" → Structure is NOT quality. Can it be implemented?
  • "Phases are well-defined" → Presence of phases is NOT correctness. What's in them?
  • "Alternatives were considered" → Were they real alternatives or strawmen set up to fail?
  • "Risk is managed" → Mitigation of "monitor closely" is NOT a mitigation. What action, by whom, triggered by what?
  • "Looks achievable" without tracing the critical path → Not a valid assessment.

Anti-Bias Gate (MANDATORY before finalizing verdict)

Complete ALL checks before writing the final verdict (MUST ATTENTION):

  • run Implementation Reality Check on the highest-risk phase
  • identify 3 implicit assumptions and stress-test them
  • check effort estimates against codebase complexity
  • run pre-mortem (one concrete production failure scenario)
  • scan for scope creep (tasks not required for stated feature)
  • verify dependency blindspots are addressed
  • steel-man at least one rejected design alternative (argue FOR it)
  • name at least 1 viable alternative the plan does not mention
  • check pros/cons symmetry on the plan's primary design decision

If any check is incomplete → you have NOT completed the adversarial review. Go back.

Why-review relationship: Techniques 7-10 + these gate checks are the rationale lens applied DURING the review pass (does the plan's design hold up?). The separate $why-review --validate-findings gate runs AFTER findings exist (are the findings themselves correct before we fix them?). Both stay — they validate different things and must not be collapsed.

Plan Dimension Thinking Framework

After plan-type detection (Phase 0), evaluate each dimension below using this reasoning pattern:

For each dimension: (1) Understand its role in the plan's domain, (2) Read the plan's claims about it, (3) Derive the actual concerns from first principles — what could go wrong if this dimension is weak? (4) Apply your knowledge of the plan's tech stack to find stack-specific gaps.

Dimension 1: Scope Integrity

Think: Does the plan's scope match the stated goal exactly — not broader, not narrower?

  • What's the minimal set of changes needed to deliver the stated goal?
  • What does the plan add that's NOT in the goal? → Scope creep.
  • What's in the goal that the plan doesn't address? → Scope gap.
  • Stress test: "If we skip phase X, does the feature still work?" → If yes, that phase is out of scope.

Dimension 2: Data Flow Correctness

Think: Can I trace how data moves through every phase of this plan?

  • Where does data originate? Where does it end up?
  • What transforms it in between? Are those transforms described in the plan?
  • What happens to data at system boundaries (API, message bus, storage, UI)? Does the plan address each boundary?
  • What data states are invalid? Does the plan guard against them?

Dimension 3: Dependency Chain Completeness

Think: Does the plan account for everything its changes affect?

  • Every file/module the plan touches: what imports it? what calls it? what depends on its contract?
  • If the plan changes an interface/contract, are ALL consumers listed?
  • External dependencies (third-party services, shared infra): are they stable? If they break, what's the fallback?
  • Run graph trace if graph.db exists — compare plan's file list against downstream impact.

Dimension 4: Failure Mode Coverage

Think: What does the plan say about when things go wrong?

  • For each external call, async operation, or state change: what's the error behavior?
  • Does the plan include a rollback strategy for irreversible operations?
  • What's the partial failure state? (half-migrated, half-deployed, race condition) Is it addressable?
  • Is there a monitoring/alerting plan for the new code paths?

Dimension 5: Test Observability

Think: How will a developer know if this plan's implementation is correct?

  • Can the stated acceptance criteria be mechanically verified by a test?
  • Are there behaviors that are only observable via logs/traces (not unit tests)?
  • Which phase introduces the risk? Does a test exist in that phase?
  • "Tests pass" is NOT a success criterion — name the specific behaviors being tested.
  • Spec-Loop scheduling (test-quality gate). The plan MUST schedule the spec-loop, not just "add tests": (1) every [HARD] §4 rule / §5 invariant gets a universally-quantified property test spec plus a boundary counter-case — not example tests only; (2) changed core logic is gated by a MUTATION-SCORE quality bar (a surviving mutant = a missing invariant ⇒ a killing test owed), NOT a line-coverage % target; (3) a dual-feedback + re-review step exists so each behavior-changing finding enriches BOTH the spec AND the tests and the package is re-reviewed to zero new gaps. FAIL a plan that targets a line-coverage % instead of a mutation-score bar, or that omits property/invariant test specs for its [HARD]/§5 rules.

Dimension 6: Knowledge Prerequisites

Think: Does implementing this plan require knowledge the plan doesn't surface?

  • Domain knowledge: Are business rules spelled out, or does the implementer need to already know them?
  • System knowledge: Are integration points documented, or does the implementer need tribal knowledge?
  • Tooling knowledge: Does the plan assume setup steps that aren't listed?
  • If any prerequisite is unstated → the plan is not implementation-ready.

Dimension 7: Estimation Drift

Think: Does the frontmatter estimation still match the finalized plan, or did scope-locking change the cost?

  • Pre-completion estimates anchor on rough scope guesses; finalized phases reveal true cost. Re-derive bottom_up_hours = Σ phase_hours from each phase file's locked tasks/TCs and compare to current frontmatter man_days_traditional / story_points.
  • Recompute likely_days, risk_margin_pct, min-max range per SYNC:estimation-framework. Did unknowns resolve (margin should drop) or new risks surface (margin should rise)?
  • If |delta| > 20% → frontmatter MUST be updated with reestimate_delta_pct: <signed> + 1-line reestimate_reason. Missing update = FAIL.
  • If |delta| > 50% → flag SHOULD-RESCOPE in review verdict; the plan must surface the rescope decision to the user before implementation begins.
  • Watch for hidden inflation: phases added during planning, TCs not counted in original estimate, integration work discovered late.

Dimension 8: Domain Entity Design (CONDITIONAL — fires when the plan touches an entity, VO, or aggregate)

Think: Does the plan actually decide the domain model, or does it defer the hard parts to implementation?

Apply SYNC:domain-entity-change-gate (inlined below) — the SAME protocol $plan authored under and $changes-review will review under, whose A–P checklist $domain-entities-review owns. State No domain-entity surface — Dimension 8 N/A when it does not fire.

  • An unanswered, hand-waved, or deferred-to-implementation decision point is a FINDING with file:line into the plan. The word "entity" appearing in a task is NEVER an answer.
  • MUST ATTENTION verify the plan states paradigm and subdomain fit before any entity task — a plan proposing a rich domain model for a CRUD subdomain is a FINDING (ceremony with no invariant to protect), and so is a plan proposing setter/encapsulation tasks against an immutable or event-sourced model.
  • Check each triggered row names its owning file, not just an intent: classification · invariant ownership + failure signalling · aggregate boundary + concurrency · construction vs reconstitution · events · property-TC test obligation.
  • Highest-yield misses: an aggregate boundary chosen by UI screen or DB table rather than by true invariant · cross-aggregate references planned as object navigation · no concurrency token on a contended root · a set-based invariant ("unique email") with no enforcing mechanism · invariants planned into a validator/handler instead of the entity · events planned with no dispatch timing.
  • Steel-man the plan's boundary choice before flagging it — a deliberately larger aggregate protecting a real always-consistent invariant is CORRECT; demand the invariant, not a smaller boundary.

Use these dimensions to generate targeted, evidence-backed questions — not generic "add more detail" suggestions.


Your mission

Self-review the implementation plan — valid, correct, best-practice — and surface everything needing a fix BEFORE implementation proceeds.

Key distinction: AI self-review (automatic), NOT a user interview like $plan-validate.

Plan Resolution

  1. $ARGUMENTS provided → use that path
  2. Else ## Plan Context section → use the active plan path
  3. No plan found → error: "No plan to review. Run $plan first."

Workflow

Phase 0: Detect Plan Type

Before ANY checklist, read plan.md and classify the plan — why: the type decides the sub-agent, the emphasis, and whether the Behavioral Delta Matrix is mandatory:

| Signal in plan | Type | Additional review focus | | ------------------------------------------------------------ | ------------------------- | ------------------------------------------------------------------------------------------- | | "fix", "bug", "regression", "defect" in title/description | Bugfix | Behavioral Delta Matrix (MANDATORY), preservation inventory, regression tests | | "migrate", "schema", "database", "index" | Data/Schema | Rollback path, zero-downtime strategy, data preservation, migration idempotency | | "auth", "permission", "security", "encrypt", "token", "RBAC" | Security | Threat modeling, attack surface, trust boundary changes, sub-agent: security-auditor | | "performance", "latency", "cache", "N+1", "throughput" | Performance | Baseline metrics, regression risk, measurement strategy, sub-agent: performance-optimizer | | "refactor", "extract", "rename", "restructure" | Refactor | Behavior preservation, blast radius, dangling references | | "API", "contract", "endpoint", "consumer", "event" | Contract/Integration | Backward compatibility, consumer impact, versioning strategy | | "infra", "CI", "pipeline", "deploy" | Infrastructure/DevOps | Rollback plan, environment parity, secrets handling | | None of the above | Feature | Standard checklist, acceptance criteria mapping, YAGNI |

If multiple signals match, list all types and apply ALL their focus areas.

Plan type drives:

  • Which sub-agent type to use (see "Subagent Type Selection" above)
  • Which sections of the Adversarial Review Mindset to emphasize
  • Whether Behavioral Delta Matrix is mandatory (bugfix only)

Step 1: Read Plan Files

Read the plan directory:

  • plan.md - Overview, phases list, frontmatter
  • goal.md - Goal Contract (when present): Original Request, Purpose, Success Criteria (required vs optional), Constraints
  • phase-*.md - All phase files
  • Extract: requirements, implementation steps, file listings, risks

If {plan-dir}/goal.md is missing, resolve plans/goals/{YYMMDD-HHmm}-{slug}/goal.md; if no Goal Contract exists at all, record No active goal — plan reviewed against plan.md requirements only.

Step 2: Evaluate Against Checklist

Validity (Required - all must pass)

| # | Check | Presence | Quality Depth | | --- | ------------------------------------------------------------------- | ---------------------------------- | --------------------------------------------------------------------------------- | | 1 | Has executive summary — clear 1-2 sentence description | Does a summary section exist? | Is it accurate? Does it scope the work or conceal complexity? | | 2 | Has defined requirements section — explicit requirements listed | Does a requirements section exist? | Are requirements concrete user needs or vague technical goals? | | 3 | Has implementation steps — actionable tasks | Are implementation steps present? | Are steps specific (file names, method names) or vague actions? | | 4 | Has files to create/modify listing — file inventory present | Is a file listing present? | Are file paths real (verified via glob/grep)? Do they follow project conventions? |

Correctness (Required - all must pass)

  • [ ] Granularity Gate — "Detailed & Small Enough" — FAIL if ANY phase fails ANY criterion below. A plan you can't immediately code from is NOT ready.

Decision tree — apply to EACH phase:

Phase too vague? (no file paths, planning verbs, unclear actions)
  → YES → DETAIL IT: add specific file paths, exact method names, concrete actions
  → NO ↓
Phase too big? (>5 files OR >3h effort OR single step is a mini-project)
  → YES → BREAK IT: split into smaller sibling phases until each meets limits
  → NO → PASS this phase

5-Point Criteria (all must pass per phase):

| # | Criterion | PASS example | FAIL example | | --- | ------------------------- | ----------------------------------- | ---------------------------------- | | 1 | Steps name specific files | "Modify {source-root}/auth/login" | "Implement authentication" | | 2 | No planning verbs | "Add validateToken() method" | "Determine the best auth approach" | | 3 | Each step ≤30 min effort | "Add error handler to endpoint" | "Build the entire auth module" | | 4 | Phase ≤5 files AND ≤3h | 3 files, 2h | 12 files, 8h | | 5 | No unresolved decisions | All approaches decided | "TBD: which library to use" |

Planning verbs that trigger FAIL: "research", "determine", "figure out", "decide", "evaluate", "explore", "investigate" — these belong in investigation, not implementation plans.

Action on failure (after Findings Validation Gate passes):

Do not apply these refinements until $why-review --validate-findings returns CLEAN for the current plan-review report.

  • Too vague → Refine in-place: expand steps with file paths, method names, concrete actions
  • Too big (≤9 files) → Split phase into sibling phases (Phase 2A, 2B, 2C)
  • Too big (10+ files) → Create sub-plan: {plan-dir}/sub-plans/phase-{XX}-{name}/plan.md

Worked example: FAILS: "Phase 2: Data Layer — Set up database models, Create repositories, Implement data access patterns. Effort: 4h, Files: ~8" PASSES after split: "Phase 2A: Data Schema (1h, 3 files) — Create {source-root}/models/user-entity, Create {source-root}/models/session-entity, Create {migration-root}/create-users-sessions" + "Phase 2B: Repository Layer (1.5h, 3 files) — Create {source-root}/repositories/user-repository, Create {source-root}/repositories/session-repository, Register in {composition-root}"

  • [ ] File paths follow project patterns
  • [ ] No conflicting or duplicate steps
  • [ ] Dependencies between steps are clear
  • [ ] Anti-Hallucination & Code-Proof Gate — FAIL if ANY plan claim about existing source code lacks file:line proof.

| Claim type | Required proof | | ---------------------- | --------------------------------- | | File path | File exists (glob/read) | | Class/method name | Symbol grep → file:line | | Behavior ("X calls Y") | Code evidence file:line | | Base class / interface | Inheritance verified (grep/graph) |

FAIL triggers: unread file paths, ungrepped method names, "should be"/"probably"/"typically" language about existing code, behaviors assumed from similar projects instead of THIS codebase. Greenfield-only plans (no existing code refs) → PASS.

  • [ ] New Tech/Lib Gate: If plan introduces new packages/libraries/frameworks not in the project, verify alternatives were evaluated (top 3 compared) and user confirmed the choice. FAIL if new tech is added without evaluation.
  • [ ] Test spec coverage — Every phase has ## Test Specifications section with TC mappings. "TBD" is valid for TDD-first mode.
  • [ ] TC-requirement mapping — Every functional requirement maps to ≥1 TC (or explicit "TBD" with rationale)
  • [ ] Behavior preservation — Behavior-changing phases name expected behavior, unchanged behavior to preserve, and TC/test proof.
  • [ ] Docs/spec/test sync — Relevant phases include canonical spec/doc/test updates or explicit N/A evidence.
  • [ ] Artifact freshness — AI-extracted specs/TCs are marked reference-only until accepted; generated mirror sync is included for shared workflow/skill/tooling changes.
  • [ ] Goal Contract mapping — When an active goal.md exists: every saved required success criterion is covered by ≥1 phase, and each phase's success criteria trace to saved criteria (or are marked supporting work with reason). FAIL if a saved required criterion has no covering phase, or the plan delivers work the Goal Contract never asked for without recorded justification. Skip with No active goal evidence when no Goal Contract exists.

Best Practices (Required - all must pass)

| # | Check | Presence | Quality Depth | | --- | ---------------------------------------------------------------- | --------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------- | | 1 | YAGNI — No unnecessary features or over-engineering | Is every planned component traceable to a stated requirement? | Flag anything described as "might be useful" or added for future flexibility without a current requirement. | | 2 | KISS — Simplest viable solution chosen | Is there a stated approach for each major step? | Could any planned abstraction be simpler with the same effect? Are there unnecessary layers, indirections, or framework choices? | | 3 | DRY — No planned duplication of logic | Are there similar patterns described more than once? | Does the plan introduce new patterns when existing ones work? Are there repeated steps that suggest duplication at implementation time? | | 4 | Architecture — Follows project patterns from .claude/docs/ | Does the plan reference or align with .claude/docs/ patterns? | Does it follow established patterns or deviate? Any deviations need explicit justification with rationale. |

Completeness (Recommended - ≥50% should pass)

| # | Check | Presence | Quality Depth | | --- | ------------------------------------------------------------------------------ | ---------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------- | | 1 | Risk assessment present with mitigations — risks identified with responses | Is there a risk section with at least one item? | Are mitigations specific actions (who, when, triggered by what) or vague intentions ("monitor closely")? | | 2 | Testing strategy defined — test approach outlined | Is there a testing section or test references per phase? | Does it cover unit, integration, and edge case paths, or just "write tests"? Is the approach traceable to acceptance criteria? | | 3 | Success criteria per phase — measurable outcomes defined | Does each phase have stated success criteria? | Are criteria measurable? Would failing them trigger a rollback, or are they aspirational targets? | | 4 | Security considerations addressed — security concerns noted | Is there a security section or inline security notes? | Are security concerns specific to this feature's attack surface, or generic boilerplate (e.g., "use HTTPS", "validate inputs")? | | 5 | Graph dependency check — importers of modified files are checked | If .code-graph/graph.db exists: are importers_of queries run for each modified file? | Are ALL importers checked, not just direct callers? Is the graph.db prerequisite explicitly stated? Are missed dependents flagged? |

Step 3: Score and Classify

| Status | Criteria | Action | | -------- | ----------------------------------- | --------------------------------- | | PASS | All Required pass, ≥50% Recommended | Proceed to implementation | | WARN | All Required pass, <50% Recommended | Proceed with caution, note gaps | | FAIL | Any Required check fails | STOP - must fix before proceeding |

Step 4: Output Result

## Plan Review Result

**Status:** PASS | WARN | FAIL
**Reviewed:** {plan-path}
**Date:** {current-date}

### Summary

{1-2 sentence summary of plan quality}

### Checks Passed ({X}/{Y})

#### Required ({X}/{Y})

- ✅ Check 1
- ✅ Check 2
- ❌ Check 3 (if failed)

#### Recommended ({X}/{Y})

- ✅ Check 1
- ⚠️ Check 2 (missing)

### Issues Found

- ❌ FAIL: {critical issue requiring fix}
- ⚠️ WARN: {minor issue, can proceed}

### Recommendations

1. {specific fix 1}
2. {specific fix 2}

### Verdict

{PROCEED | REVISE_FIRST | BLOCKED}

Graph-Trace for Plan Coverage

When graph DB is available, verify the plan covers all affected files:

  • For each file in the plan's "files to modify" list, run python .claude/scripts/code_graph trace <file> --direction downstream --json
  • Flag any downstream file NOT listed in the plan as "potentially missed"
  • This catches cross-service impact (MESSAGE_BUS consumers, event handlers) that the plan author may have overlooked

Recursive Fix-and-Review Protocol (CRITICAL)

Protocol: SYNC:double-round-trip-review + SYNC:fresh-context-review + SYNC:review-protocol-injection (all inlined above in this file).

When the review results in FAIL, WARN, or any non-zero findings, plan-review MUST run the Findings Validation Gate before editing any plan file. Only findings validated by $why-review --validate-findings may be fixed. After fixing validated actionable findings, rerun the full plan-review protocol from the first review step over the current plan. Do not spawn a fresh sub-agent just to re-review known findings before fixing them. If the restarted full review uses a sub-agent, it uses the canonical Agent template from SYNC:review-protocol-injection below and re-reads ALL plan files from scratch with ZERO memory of prior fixes.

Findings Validation Gate (MANDATORY before fixing plan findings)

Trigger this gate whenever the plan-review output contains any finding: FAIL, WARN, recommendation requiring a plan edit, missing evidence, unresolved risk, or implementation-blocking ambiguity. Skip this gate only when the completed review pass has zero findings — or, from round 3, when its only validated findings are LOW (record them as deferred and PASS).

  1. Finalize the plan-review report with every finding and enough evidence for another reviewer to validate it.
  2. Call $why-review --validate-findings against that report in the main review flow before editing plan files.
  3. If why-review returns CLEAN, fix only the validated actionable findings at the smallest responsible plan location.
  4. If why-review challenges, rejects, or narrows findings, reconcile the plan-review report first, then rerun $why-review --validate-findings before any fix.
  5. If a finding is valid but needs product/owner judgment, stop and ask the user instead of editing around the uncertainty.

NEVER edit plan.md or phase-*.md to fix review findings before this gate passes. This gate validates findings; the fresh full plan-review happens only after the validated fix cycle.

When constructing the Agent call prompt for Round N (N≥2):

  1. Copy the Agent call shape from the SYNC:review-protocol-injection template verbatim
  2. Use agent_type: "general-purpose" (this is a plan review, not a code review)
  3. Embed the full verbatim body of these SYNC blocks (inlined above in this skill file): SYNC:evidence-based-reasoning, SYNC:rationalization-prevention, SYNC:graph-assisted-investigation, SYNC:understand-code-first (omit code-specific protocols like SYNC:bug-detection, SYNC:test-spec-verification which are not applicable to plan files)
  4. Set the Task as "Review plan files under {plan-dir}. Validate structural completeness, code-proof anti-hallucination (every file:line claim about existing source code must exist), and adversarial simulation (imagine implementing each phase right now — what fails first?)."
  5. Set Target Files as "read plan.md and all phase-*.md files under {plan-dir}"
  6. Set report path as plans/reports/plan-review-round{N}-{date}.md

After the sub-agent returns:

  1. Read the sub-agent's report
  2. Integrate findings as ## Re-Review {N} Findings in the main report — DO NOT filter or override
  3. If FAIL, WARN, or any findings remain: run the Findings Validation Gate, fix only validated actionable findings in plan files, then restart the full plan-review protocol from the first review step
  4. Repeated blocker cap: if the same blocker repeats across 2 full invocations with no progress, escalate by asking the user directly
  5. Final verdict must incorporate findings from ALL review passes that actually ran

Flow

┌──────────────────────────────────┐
│  Round 1: Main-session review    │
│  (structural checklist + basic   │
│   code-proof trace)              │
│  Output: PASS / WARN / FAIL      │
└──────────────┬───────────────────┘
               │
        ┌──────▼──────┐
        │ ZERO        │
        │ FINDINGS?   │──YES──→ Proceed to next workflow step
        └──────┬──────┘
               │ NO
        ┌──────▼──────────────────────────────────┐
        │  VALIDATE: Run $why-review              │
        │  --validate-findings on the report.     │
        │  Only validated findings may be fixed.  │
        └──────┬──────────────────────────────────┘
               │
        ┌──────▼──────────────────────────────────┐
        │  FIX: Modify plan files to resolve       │
        │  validated actionable findings           │
        │  (plan.md/phase-*)                       │
        └──────┬──────────────────────────────────┘
               │
        ┌──────▼──────────────────────────────────┐
        │  Round 2+: FULL PLAN RE-REVIEW          │
        │  Re-run the complete plan-review        │
        │  protocol from the first review step.   │
        │  If the protocol uses agents, spawn     │
        │  new agents for that restarted pass.    │
        └──────┬──────────────────────────────────┘
               │
               └──→ Loop until the round's bar is clear (zero findings rounds 1-2; zero CRITICAL/HIGH/MEDIUM round 3+), repeated-blocker rule, or 3-round cap

Iteration Rules

  1. Repeated blocker cap — continue until a complete full review pass clears the round's bar (zero findings in rounds 1-2; zero CRITICAL/HIGH/MEDIUM from round 3, LOW-only ends it); if the same blocker repeats across 2 full invocations with no progress, STOP and escalate to user by asking the user directly
  2. Track round count — log "Plan review Round N (full re-review)" at the start of each cycle
  3. Zero findings = exit — proceed only when a complete plan-review pass has no findings. WARN remains a finding unless it is explicitly accepted as non-actionable by the user/owner.
  4. Diminishing scope — each round should find FEWER issues. If Round N finds MORE than Round N-1, STOP and escalate
  5. Fix scope — fix only why-review-validated actionable findings at the smallest responsible plan location. Do NOT rewrite the plan.
  6. Fix approach:
    • Vague steps → expand with specific file paths, concrete actions
    • Missing sections → add them (risks, testing strategy, success criteria)
    • Conflicting steps → resolve conflicts, document rationale
    • Over-engineering → simplify, remove unnecessary complexity
    • Missing TC mappings → add TC references or "TBD" with rationale
  7. After each validated fix cycle — rerun the full plan-review protocol from the first review step; when that restarted protocol uses agents, spawn NEW Agent calls and never reuse prior agents
  8. No silent fallback — if the same blocker repeats across 2 full invocations with no progress, escalate by asking the user directly. NEVER fall back to any prior protocol.

Next Steps

  • If PASS with zero findings (or, from round 3, PASS with only deferred LOW findings listed): Announce "Plan review complete. Proceeding with next workflow step."
  • If WARN or other findings remain: Run the Findings Validation Gate; fix only validated actionable findings in plan files, or ask the user to explicitly accept non-actionable risk before proceeding.
  • If FAIL: Run the Findings Validation Gate, fix only validated actionable findings in plan files, then rerun the full plan-review protocol recursively.
  • If repeated blocker cap is reached: List remaining issues. STOP. Ask user to fix or regenerate plan by asking the user directly.

Important Notes

  • Be constructive, not pedantic — focus on issues that would cause implementation problems
  • WARN is not an automatic exit condition; fix it when actionable, or document explicit non-actionable acceptance before proceeding.
  • FAIL remains for genuinely missing required content; lower-severity findings still remain tracked until resolved or explicitly accepted.
  • NEVER do a quick review — even "simple" plans had 13 bugs in real testing. Always run the complete declared review protocol; do not stop because of an arbitrary round count.

Skill Interconnection (Standalone: MUST ATTENTION ask user by asking the user directly. Skip if inside workflow.)

MANDATORY — NO EXCEPTIONS after completing this skill, you MUST use ask the user directly 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 (plan reviewed). This ensures validation, implementation, testing, and docs steps aren't skipped.
  • "$plan-validate" — Interview user to confirm plan assumptions
  • "$feature-implement" or "$plan-execute" — If plan is approved and ready for implementation
  • "Skip, continue manually" — user decides

[BLOCKING] This is a validation gate. MUST ATTENTION use ask the user directly to present review findings and get user confirmation. Completing without asking at least one question is a violation.

[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 ask user whether to skip.

Critical Purpose: Ensure quality — no flaws, no bugs, no missing updates, no stale content. Verify both code AND documentation.

External Memory: For complex or lengthy work (research, analysis, scan, review), write intermediate findings and final results to a report file in plans/reports/ — prevents context loss and serves as deliverable.

Evidence Gate: MANDATORY — every claim, finding, and recommendation requires file:line proof or traced evidence with confidence percentage (>80% to act, <80% must verify first).

OOP & DRY Enforcement: MANDATORY — flag duplicated patterns that should be extracted to a base class, generic, or helper. Classes in the same group (same suffix, same lifecycle, same purpose) must share a common base (even if empty now — enables future shared logic and child overrides). Verify project has code linting/analyzer configured for the stack.

<!-- SYNC:behavioral-delta-matrix -->

Behavioral Delta Matrix — MANDATORY for bugfix reviews. Produce this table BEFORE PASS/FAIL verdict. Narrative descriptions don't substitute.

| Input state | Pre-fix behavior | Post-fix behavior | Delta | | ----------- | ------------------ | ----------------- | ------------------------------------ | | {condition} | {current behavior} | {fixed behavior} | Preserved ✓ / Fixed ✓ / REGRESSION ✗ |

Rules: ≥3 rows · ≥1 row the bug report did NOT mention · REGRESSION delta → FAIL until a preservation test covers it (spec-tests-template.md#preservation-tests-mandatory-for-bugfix-specs)

BLOCKED until: ≥3 rows · ≥1 row outside bug report · no unmitigated REGRESSION

<!-- /SYNC:behavioral-delta-matrix --> <!-- SYNC:graph-assisted-investigation -->

Graph-Assisted Investigation — MANDATORY when .code-graph/graph.db exists.

HARD-GATE: MUST ATTENTION 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

| Task | Minimum Graph Action | | ------------------- | -------------------------------------------- | | 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.

<!-- /SYNC:graph-assisted-investigation --> <!-- SYNC:cross-service-check -->

Cross-Service Check — Microservices/event-driven: MANDATORY before concluding investigation, plan, spec, or feature doc. Missing downstream consumer = silent regression.

| Boundary | Grep terms | | ------------------- | ------------------------------------------------------------------------------- | | Event producers | Publish, Dispatch, Send, emit, EventBus, outbox, IntegrationEvent | | Event consumers | Consumer, EventHandler, Subscribe, @EventListener, inbox | | Sagas/orchestration | Saga, ProcessManager, Choreography, Workflow, Orchestrator | | Sync service calls | HTTP/gRPC calls to/from other services | | Shared contracts | OpenAPI spec, proto, shared DTO — flag breaking changes | | Data ownership | Other service reads/writes same table/collection → Shared-DB anti-pattern |

Per touchpoint: owner service · message name · consumers · risk (NONE / ADDITIVE / BREAKING).

BLOCKED until: Producers scanned · Consumers scanned · Sagas checked · Contracts reviewed · Breaking-change risk flagged

<!-- /SYNC:cross-service-check --> <!-- SYNC:fresh-context-review -->

Fresh Context Re-Review — Eliminate orchestrator confirmation bias after fixes by restarting the full review with isolated sub-agents where applicable.

Why: The main agent knows what it (or $feature-implement) 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 validated-finding 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: validate findings → fix → full review restart from the first phase.

How:

  1. Start a NEW full review invocation/task breakdown; when that protocol calls for agents, spawn NEW spawn_agent tool calls — use code-reviewer agent_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 full review found zero issues (no fixes = nothing new to verify)
  • NEVER skip the full review restart 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
  • Continue until a complete full review pass clears that round's exit bar per SYNC:double-round-trip-review: rounds 1-2 → zero findings at any severity; round 3+ → zero CRITICAL/HIGH/MEDIUM, so a round whose validated findings are ALL LOW ENDS the loop (list those LOWs as deferred instead of spawning another round). If the same blocker repeats 3 times with no progress, escalate by asking the user directly
  • Track iteration count and repeated blockers in conversation context (session-scoped, no persistent files)
<!-- /SYNC:fresh-context-review --> <!-- SYNC:nested-task-creation -->

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.

<!-- /SYNC:nested-task-creation --> <!-- SYNC:task-tracking-external-report -->

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.

<!-- /SYNC:task-tracking-external-report --> <!-- SYNC:estimation-framework -->

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
<!-- /SYNC:estimation-framework --> <!-- SYNC:critical-thinking-mindset -->

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.

<!-- /SYNC:critical-thinking-mindset --> <!-- SYNC:sequential-thinking-protocol -->

Sequential Thinking Protocol — Structured multi-step reasoning for complex/ambiguous work. Use when planning, reviewing, debugging, or refining ideas where one-shot reasoning is unsafe.

Trigger when: complex problem decomposition · adaptive plans needing revision · analysis with course correction · unclear/emerging scope · multi-step solutions · hypothesis-driven debugging · cross-cutting trade-off evaluation.

Format (explicit mode — visible thought trail):

  1. Thought N/M: [aspect] — one aspect per thought, state assumptions/uncertainty
  2. Thought N/M [REVISION of Thought K]: ... — when prior reasoning invalidated; state Original / Why revised / Impact
  3. Thought N/M [BRANCH A from Thought K]: ... — explore alternative; converge with decision rationale
  4. Thought N/M [HYPOTHESIS]: ... then [VERIFICATION]: ... — test before acting
  5. Thought N/N [FINAL] — only when verified, all critical aspects addressed, confidence >80%

Mandatory closers: Confidence % stated · Assumptions listed · Open questions surfaced · Next action concrete.

Stop conditions: confidence <80% on any critical decision → escalate by asking the user directly · ≥3 revisions on same thought → re-frame the problem · branch count >3 → split into sub-task.

Implicit mode: apply methodology internally without visible markers when adding markers would clutter the response (routine work where reasoning aids accuracy).

Deep-dive: see $sequential-thinking skill (.claude/skills/sequential-thinking/SKILL.md) for worked examples (API design, debugging, architecture), advanced techniques (spiral refinement, hypothesis testing, convergence), and meta-strategies (uncertainty handling, revision cascades).

<!-- /SYNC:sequential-thinking-protocol --> <!-- SYNC:project-reference-docs-guide -->

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. Read docs/project-config.json first — the project's machine-readable map. It is the single source of truth for THIS repo (modules/paths, framework + search keywords, test/E2E/integration run-commands, design system, architecture rules, workflow patterns); ground exact paths, run-commands, and conventions on it before investigating, planning, or coding — never assume framework defaults (CLAUDE.md + reference docs are derived from it). If it — or the docs index, lessons.md, CLAUDE.md, AGENTS.md, or any required reference doc — is missing or stale, auto-run $project-init or the narrow route ($project-config, $docs-init, $scan-all, $scan --target=<key>, $claude-md-init) first; if Codex mirrors or AGENTS.md are stale, ask the user to run $sync-codex (never auto-run it).
  3. 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-spec-reference.md + spec-system-reference.md + spec-principles.md; behavior/public-contract/spec-test-code sync workflow-spec-test-code-cycle-reference.md; derived spec index/ERD/reimplementation guides spec-system-reference.md + source Feature Specs under docs/specs/; architecture/new area project-structure-reference.md.
  4. Read every required doc, then before target work state: Reference docs read: ... | Not applicable: ....

Ready when: scope evaluated, docs/project-config.json consulted, required docs checked/read or setup route completed, lessons.md confirmed, citation emitted.

<!-- /SYNC:project-reference-docs-guide --> <!-- SYNC:understand-code-first -->

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. — why: long context drifts from the file; the file is ground truth
  7. NEVER invent new patterns when existing ones work — match exactly or document deviation. — why: divergent patterns fragment the codebase and slow every future reader

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

<!-- /SYNC:understand-code-first --> <!-- SYNC:double-round-trip-review -->

Validated-Finding Fix + Full Re-Review Loop — Re-review is triggered by a validated finding fix cycle, not by a round number. Review purpose: review → validate findings → fix validated findings → full re-review until a complete review pass clears the round's exit bar (see Severity floor below). A clean review ENDS the loop — no further rounds required.

aka Self-Review Convergence Loop. The name is historical — there is NO 2-round cap; "double-round-trip" only means a validated-finding fix cycle forces at least one fresh re-review. It runs until a clean pass, bounded by the 3-round ceiling below.

Round cap — 3 rounds MAX (a ceiling, NEVER a target). A clean pass ENDS the loop immediately at ANY round — round 1 included; the cap never obliges you to keep spinning. Hitting round 3 with blocking findings still open (severity floor applied) → STOP and escalate by asking the user directly with the still-open findings listed; NEVER emit a silent "good enough" PASS on cap exhaustion, and NEVER let the cap substitute for the clean-review requirement. The 2-repeated-no-progress blocker rule stays an EARLIER exit — escalate at whichever trips first.

Severity floor — from round 3, LOW stops blocking. The exit bar tightens by round, so the loop converges on consequence instead of spinning on polish:

Define one predicate everywhere: blocking_findings(round, findings) returns all validated findings in rounds 1–2 and only validated CRITICAL/HIGH/MEDIUM findings in round 3+. A binary gate (test-green, security must-fix, required artifact) is exempt only when its owning invariant explicitly says so.

| Round | Exit bar — loop ENDS when the fresh full review has… | Must be fixed to continue | | ----- | ------------------------------------------------------------------------- | ------------------------------ | | 1-2 | zero validated findings at ANY severity | CRITICAL · HIGH · MEDIUM · LOW | | 3+ | zero validated CRITICAL / HIGH / MEDIUM findings — LOW-only is a PASS | CRITICAL · HIGH · MEDIUM only |

From round 3 onward LOW findings are NOT required to be fixed: a round whose validated findings are ALL LOW ENDS the loop immediately — do not open another round for them. Severity tiers are SYNC:severity-rubric (CRITICAL block-merge · HIGH must-fix · MEDIUM should-fix · LOW nice-to-fix); rounds 1-2 are unchanged, so an easy LOW still gets fixed early when it is cheap.

Severity-floor rules:

  • Never silently drop a deferred LOW. Every unfixed LOW is listed in the final report under ## Deferred LOW Findings (severity floor, round ≥3) with file, line, and description, so the owner can schedule it. Dropping it from the report is a protocol violation, not a clean pass.
  • Never re-tier a finding to trigger the exit. Downgrading a real CRITICAL/HIGH/MEDIUM to LOW so the loop can end is a FALSE PASS. Severity is set by consequence per SYNC:severity-rubric before the round bar is applied — never after, and never with the exit in view. — why: a floor that can be reached by relabeling is not a floor.
  • The floor bounds the loop, not the standard. It ends iteration; it never authorizes shipping a known CRITICAL/HIGH/MEDIUM, and it never lowers the finding-survival bar that admits a finding in the first place.
  • The floor never applies to a hard gate. Test-green gates (a suite must actually pass), security must-fix gates, and any gate whose criterion is binary rather than severity-rated are unaffected — a failing test is a failure, not a LOW finding.

Universal scope (any new output/judgment): any newly produced output or judgment gets ≥1 self-review; any new judgment gets ≥1 $why-review --validate-findings pass; anything flagged to re-check is re-checked ≥1 time — before that output is treated as final. This loop is the default convergence contract for ANY work-producing skill, not review skills only.

Routing invariant (author-facing): a skill that validates findings MUST route them through $why-review --validate-findings (the terminal validator) — NEVER fork an inline finding-validation. Routing through why-review is what makes the finding-survival bar and this loop apply; the verify-review-validate-coverage sensor enforces this exact route mechanically.

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.
  • blocking_findings(round, findings) is non-empty → run the active review skill's findings-validation gate first; for review skills the default gate is $why-review --validate-findings <report-path>. Fix only validated findings, then restart the full review protocol from the beginning with a fresh task breakdown.

Fresh full re-review after every fix cycle: Re-run the whole review protocol over the current full target. When sub-agents are part of that protocol, spawn NEW spawn_agent calls — never reuse prior agents. Reviewers re-read 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 full review 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 full re-review, repeat the same decision against that round's exit bar: bar cleared → END; blocking findings remain → validate findings → fix → restart from the first review phase. Rounds 1-2 clear on zero findings at any severity; from round 3 the bar is zero CRITICAL/HIGH/MEDIUM, so a LOW-only round ENDS the loop (deferred LOWs go in the report). Capped at 3 rounds. Escalate by asking the user directly at whichever comes first: the same validated finding repeats for 2 full invocations with no progress · a fix requires product/owner input · round 3 completes with CRITICAL/HIGH/MEDIUM still open. NEVER loop past 3 rounds, and NEVER convert cap exhaustion into a PASS.

Rules:

  • A clean Round 1 ENDS the review — no mandatory Round 2
  • From round 3 on, a round whose validated findings are ALL LOW ENDS the loop — never open round N+1 to fix LOW alone; list those LOWs as deferred instead
  • NEVER re-tier a CRITICAL/HIGH/MEDIUM down to LOW to reach the round-3 exit — severity is assigned by consequence before the bar is applied
  • NEVER fix unvalidated findings; validate first using the caller's validation gate
  • Every surviving finding must additionally clear the finding-survival bar defined in why-review's Findings Validation Routine (a deliberately higher bar than the generic act-gate — "keep this finding?" is a stricter question than "act on this evidence?"); a finding below the bar is demoted or dropped, not kept
  • NEVER skip the full re-review after a fix cycle (every fix invalidates the prior verdict)
  • NEVER reuse a sub-agent across rounds — every iteration that uses sub-agents spawns NEW Agent calls
  • Main agent READS sub-agent reports but MUST NOT filter, reinterpret, or override findings
  • The 3-round cap NEVER replaces the clean-review requirement — it bounds runaway looping, it does not authorize shipping an un-clean review; a clean pass ends the loop early at any round, and cap exhaustion escalates rather than passes
  • Enforce the round cap of 3 alongside the 2 repeated-no-progress blocker rule; both are escalation triggers, neither is a completion criterion
  • Track recursive invocation count and repeated blockers 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, plus ## Deferred LOW Findings (severity floor, round ≥3) whenever the loop ended on the round-3+ bar with LOWs still open.

<!-- /SYNC:double-round-trip-review --> <!-- SYNC:review-protocol-injection -->

Review Protocol Injection — Every fresh sub-agent review prompt MUST embed 11 protocol blocks VERBATIM. The template below has ALL 11 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 11 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)

### Spec ↔ Tests ↔ Code Triangulation
DO THIS FIRST — before any per-protocol check below. The review target is the WHOLE PACKAGE, not the diff alone: load the behavior's spec (§3 ACs / §4 BRs / §8 TCs), its tests, and the changed code TOGETHER, and reason about their mutual consistency BEFORE judging any one in isolation.
1. Locate all three faces: the Feature Spec section(s) governing the changed behavior, the tests that guard it, and the production code that implements it. A missing face is itself a finding (SPEC-GAP / TEST-GAP / DEAD-SPEC).
2. Triangulate pairwise — every disagreement is a finding; classify which face is wrong:
   - code vs spec: behavior the code does that no §3/§4/§8 rule describes → CODE-EXTRA or SPEC-STALE; a [HARD] §4 rule or §5 invariant with no enforcing code path → CODE-WRONG.
   - tests vs spec: a §8 TC with no test, or a test asserting behavior no TC/rule names → TEST-GAP or SPEC-SILENT.
   - tests vs code: a changed code path with no covering test → TEST-GAP; a test that still passes against a deliberately broken invariant → WEAK-TEST (apply the mutation thinking in Bug Detection).
3. Hidden-rule capture: any invariant the code enforces but the spec never states (SPEC-SILENT) MUST be surfaced as a finding to add into §3/§4/§8 AND guarded with a test — the enrichment loop, never a silent pass.
4. Only after the three faces agree — or every disagreement is logged as a finding — proceed to the per-protocol checks below; when enrichment adds spec/test content, re-review the package against the enriched spec.
NEVER mark review PASS while any spec/test/code face disagrees without a logged finding. The diff is the entry point; the package is the unit of judgment.

### 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: Check the configured language/runtime pitfalls and framework-specific failure modes discovered from local code.
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.
5. Tests Verify Intent: For test/spec changes, verify tests name the protected business rule or invariant and would fail if that intent breaks.
6. Migration Test Exclusion: Do not write tests for migration code. Schema/data migrations are one-time execution paths, not core application logic.
NEVER mark review PASS without completing both traces (happy + error path).

### Test Spec Verification
Map changed code to test specifications.
1. Identify the project's test/spec format from existing docs, test-case files, BDD feature files, or spec folders.
2. Every changed code path MUST map to a corresponding test case/spec (or flag as "needs test case").
3. New functions/endpoints/handlers → flag for test spec creation.
4. Migration files are excluded from test/spec creation; schema/data migrations are one-time execution paths, not core application logic.
5. If spec evidence fields exist, verify they point to actual code (file:line, not stale references).
6. Verify each meaningful test case names the business intent/invariant; flag behavior-only cases that only mirror implementation details.
7. Auth/data changes → verify corresponding authorization and data-state test cases exist.
8. If no specs exist for a changed path → log the gap and recommend the project's test-spec workflow.
NEVER skip test mapping. Untested code paths are the #1 source of production bugs.

### Behavioral Delta Matrix
MANDATORY for any bugfix review. Produce input-state × pre-fix × post-fix × delta table BEFORE writing verdict.
- Minimum 3 rows; include at least one row OUTSIDE the original bug report.
- Any "REGRESSION" delta → review returns FAIL until a preservation test is added.
- Narrative descriptions do NOT substitute for the matrix.
Example rows (external-record sync fix):
| Input                 | Pre-fix | Post-fix                  | Delta      |
| --------------------- | ------- | ------------------------- | ---------- |
| Record exists (valid) | Reused  | Always recreated → orphan | REGRESSION |
| Record missing (404)  | Error   | Recreated                 | Fixed      |

### 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)
- `.claude/docs/development-rules.md` — canonical development rules, code-quality guidelines, and pre-commit checklist
- 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 11 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 agent_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
<!-- /SYNC:review-protocol-injection --> <!-- SYNC:ai-mistake-prevention -->

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

Re-read files after context changes. Context compaction, resume, or long-running work can make memory stale; verify current files before acting. Verify generated content against source evidence. AI hallucinates APIs, names, claims, and document facts. Check the relevant source before documenting or referencing. Check downstream references before deleting or renaming. Removing an artifact can stale docs, generated mirrors, configs, and callers; map references first. Trace the full impact chain after edits. Changing a definition can miss derived outputs and consumers. Follow the affected chain before declaring done. Verify ALL affected outputs, not just the first. One green check is not all green checks; validate every output surface the change can affect. Assume existing values are intentional — ask WHY before changing OR flagging one as a defect. Before changing or reporting a constant, limit, flag, cutoff, wording, or pattern, read nearby context and history, the CALLER's ordering, and 2+ sibling call sites of the same convention. A doc stating WHAT without WHY is missing rationale, not proof of a missing guard. Surface ambiguity before acting — don't pick silently. Multiple valid interpretations require an explicit question or stated assumption with risk. Assert the outcome your system owns, not the intermediate state your infrastructure owns. When verifying async work, assert the final business state — never the delivery/retry bookkeeping held in shared infrastructure that any co-running process can write. Such a check passes when run alone and flakes the moment anything else shares that infrastructure. Keep shared guidance role-relevant. Universal guidance must help every receiving skill or agent; code-specific obligations belong only in code-specific protocols.

<!-- /SYNC:ai-mistake-prevention --> <!-- SYNC:severity-rubric -->

Severity Rubric — Classify every finding by consequence, not by how easy it is to fix. One scale across all reviews so a "High" means the same thing everywhere.

| Severity | Action | Definition | | -------- | ----------- | ------------------------------------------------------------------------- | | CRITICAL | Block merge | Silent runtime failure, data corruption, validation bypass, security hole | | HIGH | Must fix | Incorrect behavior, invariant gap, architectural violation | | MEDIUM | Should fix | Design debt, maintainability, likely future bug | | LOW | Nice to fix | Convention, documentation, minor clarity |

Score-based skills map their numeric scale onto these tiers — do not invent a parallel vocabulary:

  • 0-2 criterion scoring (e.g. production-readiness-review): 0 = CRITICAL/HIGH (criterion unmet, blocks production readiness), 1 = MEDIUM (partial, should fix), 2 = pass (no finding).
  • Two-axis scoring (e.g. performance-review, impact × likelihood): map the resulting cell to the nearest tier — high-impact + high-likelihood → CRITICAL/HIGH; low-impact OR low-likelihood → MEDIUM/LOW.

A finding's tier drives the gate: CRITICAL/HIGH must be resolved or explicitly accepted by the owner before PASS; MEDIUM/LOW may ship with a tracked follow-up.

<!-- /SYNC:severity-rubric --> <!-- SYNC:goal-contract-satisfaction-loop -->

Goal Contract Satisfaction Loop — Persist the user goal in an external file, execute against it, and loop review/fix until every saved required criterion passes or a blocker escalates. Bounded closed loop — NEVER open-ended autonomous exploration.

  1. Resolve the active goal (in order): active plan goal.mdplans/goals/{YYMMDD-HHmm}-{slug}/goal.md → create a new Goal Contract from the current user request (template: .claude/templates/goal-contract-template.md).
  2. Required sections: Original Request, Purpose, Success Criteria (checkboxes; mark required vs optional), Constraints, Evidence Required, Iteration Log, Goal Satisfaction matrix.
  3. Before work: read the active goal and map planned work to saved success criteria — execution serves the saved criteria, never chat memory alone.
  4. After execution/verification: append an Iteration Log entry — result, evidence references (file:line, command output, report path), remaining gaps.
  5. Review gate: emit a Goal Satisfaction matrix — | Success Criterion | Evidence | Status | with PASS/FAIL/BLOCKED. Overall PASS requires every required criterion PASS.
  6. Loop rule (retry): required criterion FAIL → validate the gap is real → fix → re-review only the affected criteria. Stop cleanly when all required criteria PASS.
  7. Escalation rule (stop): two consecutive iterations with no criterion progressing, or a blocker needing user input → mark the criterion BLOCKED with a user-facing reason and escalate. NEVER loop indefinitely.
  8. Skip rule: tiny conversational tasks may skip the goal file ONLY with a recorded one-line reason. User-accepted gate skips are recorded in the goal file with reason and scope.
  9. Security: NEVER store secrets, tokens, credentials, or private customer data in goal files — store evidence references and redact sensitive values.

Blocked until: active goal resolved (or skip reason recorded) · saved success criteria read before edits · iteration evidence appended after execution · Goal Satisfaction matrix emitted before any PASS verdict.

<!-- /SYNC:goal-contract-satisfaction-loop --> <!-- SYNC:trade-off-interrogation-gate -->

Trade-Off Interrogation Gate — ALWAYS ask these THREE questions before ANY verdict, score, finding, or recommendation — about the thing under review AND about every recommendation YOU make. — why: naming a benefit without its price is an endorsement, not a review; the costliest trade-offs are the ones nobody wrote down.

  1. Is there any trade-off? Name what it SACRIFICES. "None" / "pure win" is an unfinished analysis, NOT an answer — to claim none, state which dimensions you checked and why each is unaffected: future change cost · complexity · performance/latency · memory/cost · coupling · reversibility · migration burden · operational load · blast radius · security posture · testability · team skill/ramp · delivery time · UX.
  2. Is it worth it? Weigh gain against sacrifice EXPLICITLY — what is gained (with a metric) · what it costs · WHO pays · WHEN it comes due — then emit WORTH IT / NOT WORTH IT / UNCLEAR. "Better" with no metric and no cost FAILS this question. NOT WORTH IT → withdraw or replace the recommendation, never keep it as-is.
  3. Is the trade-off material enough to CONFIRM WITH THE USER? A material trade-off is the user's call, never yours. MATERIAL when ANY holds: irreversible / one-way door (data migration, public contract, storage format, vendor lock-in) · cost shifted onto someone else (another team, ops/on-call, future maintainer, end user) · one quality attribute traded for another (correctness↔speed, security↔convenience, latency↔cost, simplicity↔flexibility) · a boundary crossed (client↔server tier, service contract, event contract, shared library) · a high-consequence path (auth, money, data integrity, breaking change, High/Medium residual risk) · the worth-it verdict is UNCLEAR.

MATERIAL → STOP and confirm by asking the user directly BEFORE the verdict stands — state the trade-off, both options, what each sacrifices, and your recommendation. NOT material → record it inline with a one-line justification and proceed.

Non-asking execution contexts — ESCALATE BY HANDOFF, never by silence. ask the user directly reaches only the main interactive agent: a sub-agent cannot ask the user, and a terminal/verdict-only mode asks nothing by design. When you are running in such a context, the obligation is redirected, never waived — do ALL of: (a) complete questions 1 and 2 normally; (b) decide materiality and record it in the Trade-Off Assessment row with confirmed? = NO — cannot ask from this context; (c) name the unconfirmed MATERIAL trade-off explicitly in your returned summary/verdict so the CALLER (or parent orchestrator) escalates it by asking the user directly on your behalf — a material trade-off mentioned only inside a report file on disk is NOT a handoff; (d) do not emit an unqualified PASS — mark the verdict as carrying an unconfirmed material trade-off, so the caller's gate stays closed until the user answers. The caller inherits the escalation duty the moment it reads your return.

This carve-out is about reachability, not convenience: it applies ONLY where the tool genuinely cannot reach the user (spawned sub-agent, terminal validate/verdict-only mode, non-interactive/headless run). It is NEVER a licence to skip the question, to self-approve a one-way door, or to downgrade materiality because asking is inconvenient — if you CAN ask, you MUST ask.

Emit a Trade-Off Assessment row per reviewed decision and per recommendation: | decision | sacrifices | gain (metric) | who pays, when | WORTH IT/NOT/UNCLEAR | material? | confirmed? |.

BLOCKED until: trade-off named (or dimensions-checked justification given) · worth-it verdict emitted · materiality decided · every MATERIAL trade-off either confirmed with the user OR — in a non-asking context — handed off in the returned verdict for the caller to confirm. A MATERIAL trade-off that is neither confirmed nor handed off can NEVER be PASS, and NEVER gets buried as a Low-severity note.

NEVER answer "no trade-off" without checking · decide a material trade-off silently on the user's behalf · let convergence/delivery pressure authorize walking through a one-way door · bundle several material trade-offs into one vague "proceed?".

<!-- /SYNC:trade-off-interrogation-gate --> <!-- SYNC:domain-entity-change-gate -->

Domain Entity Change Gate — ONE protocol binding every skill or agent that PLANS, IMPLEMENTS, or REVIEWS a change touching a domain entity, value object, or aggregate, so a planner, an implementer, and a reviewer apply the SAME rules to the SAME change. $domain-entities-review is the canonical owner of the full A–P checklist; this gate is the shared trigger plus the decision set that must be answered. NEVER re-derive a weaker local copy — why: when planning and review disagree on entity rules, the plan ships a design that review then rejects, and the rework is paid twice.

Trigger — fires when ANY holds: a new entity / value object / aggregate root is introduced · an existing one gains or loses a field, invariant, relationship, or state transition · an aggregate boundary, repository, or cross-aggregate reference changes · a domain event is added, renamed, or re-payloaded · a concurrency or reconstitution concern on a root changes. State No domain-entity surface — gate N/A when none holds.

Step 1 — Detect BEFORE deciding. Both answers change which rules even apply:

  • Paradigm (per aggregate, from the code — NEVER assumed): OO-mutable · type-driven/immutable · event-sourced. Setter, mutability, and reconstitution rules are written for OO-mutable; applying them to the other two manufactures false findings and false plan tasks.
  • Subdomain fit: core (rich model owed) · supporting (Active Record or light model) · generic (buy, do not model) · CRUD (Transaction Script — a rich entity here is ceremony). NEVER plan or flag a rich model where the subdomain has no invariant beyond required-field.

Step 2 — Answer all 6 decision points. Each is a decision the change MUST make explicitly:

| # | Decision point | Answered when | | --- | ------------------------------------------------------------------------------------------------------------ | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | 1 | Classification — entity vs value object vs aggregate root | The swap test is applied ("would an identical copy be interchangeable?"); a VO is immutable with structural equality and has no repository | | 2 | Invariant ownership — entity owns "can this state exist?", the boundary owns "is this input acceptable?" | Each rule is placed on one side and named; failure signalling (throw vs Result) matches the project convention consistently; a DB constraint is a backstop, NEVER the rule | | 3 | Aggregate boundary + concurrency | Only true always-consistent invariants share an aggregate; cross-aggregate references are by ID; one aggregate mutates per transaction; the ROOT carries the concurrency token; set-based invariants (uniqueness across instances) name a real enforcing mechanism, never an in-memory check | | 4 | Construction vs reconstitution | Creation and load are separate paths; the load path raises NO domain events and re-runs NO creation rules; required data sits in the constructor/factory | | 5 | Events | Raised inside the aggregate; dispatched AFTER commit (outbox when crossing a process); internal domain events kept distinct from published integration contracts; handlers idempotent | | 6 | Test obligation | Every invariant maps to a universally-quantified property TC PLUS a boundary counter-case — the spec NAMES it and a test GUARDS it (Dual-Feedback); a single happy-path example is NOT coverage |

Step 3 — Apply by context. Same decisions, different obligation:

| Calling context | Obligation | | --------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Planning ($plan) | The plan MUST name the decision and the owning file for every triggered row. An unanswered row is a plan that is not executable — surface it, do NOT let implementation discover it. | | Plan review ($plan-review) | An unanswered, hand-waved, or deferred-to-implementation row is a FINDING with file:line into the plan. Presence of the word "entity" is NEVER an answer. | | Implementation ($plan-execute, $fix, and any implementing agent — e.g. backend-developer) | The decisions are INPUTS, not questions to reopen: implement each triggered row as the plan/spec decided it, at the owning file it named. A row that arrives UNANSWERED is a blocker — surface it and get it decided; NEVER settle it silently at the keyboard, and NEVER pick an aggregate boundary from a DB table or UI screen because the plan left it open. Paradigm and subdomain fit still gate which rules apply. | | Change review ($changes-review) | Route to the owner — Mode A (default): read $domain-entities-review's Phase 2 A–P checklist and apply it as review lenses. Mode B (escalation): delegate to $domain-entities-review when standalone AND the diff carries 3+ entity files. Findings enter the normal finding set with file:line + severity. |

Duplication guard — SKIP the gate entirely when ANY row holds. Record the deferral line, then proceed:

| Suppressing context | Deferral line | | -------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------- | | The running skill IS $domain-entities-review | Gate is this skill's own body — A–P checklist owns it. | | Invoked inside $workflow-review-changes (its step 5 runs $domain-entities-review as a dedicated conditional parallel member) | Gate deferred to workflow step 5 $domain-entities-review. | | $why-review running in --validate-findings terminal mode | Gate N/A — validate-findings is terminal, no sub-skill calls. |

— why: unguarded, this edge duplicates a review the parent workflow already runs and closes a changes-review → domain-entities-review → why-review → changes-review cycle.

BLOCKED until: trigger evaluated (or gate N/A recorded) · paradigm + subdomain fit stated · all 6 triggered decision points answered or raised as findings · guard row checked before any delegation.

<!-- /SYNC:domain-entity-change-gate --> <!-- SYNC:domain-entity-change-gate:reminder -->

MUST ATTENTION when the change PLANS or REVIEWS a new/updated domain entity, value object, or aggregate, apply the Domain Entity Change Gate$domain-entities-review owns the full A–P checklist; detect paradigm + subdomain fit FIRST, then answer all 6 decision points (classification · invariant ownership + failure signalling · aggregate boundary + concurrency · construction vs reconstitution · events · property-TC test obligation). Planning must NAME each decision; plan review treats an unanswered row as a FINDING; change review routes to the owner (Mode A read / Mode B delegate). SKIP under the 3-row duplication guard and record the deferral line. — why: one protocol shared by planner and reviewer is what stops a plan shipping an entity design that review then rejects.

<!-- /SYNC:domain-entity-change-gate:reminder --> <!-- SYNC:understand-code-first:reminder -->

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 --> <!-- SYNC:evidence-based-reasoning: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 -->
<!-- SYNC:double-round-trip-review:reminder -->
  • MANDATORY IMPORTANT MUST ATTENTION execute the review loop (aka Self-Review Convergence Loop): review → validate findings → fix validated findings → full re-review. A complete review pass with zero findings ENDS the review. Any newly produced output/judgment gets ≥1 self-review; any new judgment gets ≥1 $why-review --validate-findings pass before it is treated as final.
  • MANDATORY apply the severity floor: rounds 1-2 exit on zero findings at any severity; from round 3 the bar is zero CRITICAL/HIGH/MEDIUM — LOW findings are no longer required to be fixed, so a LOW-only round ENDS the loop. List every deferred LOW in the report; NEVER re-tier a real CRITICAL/HIGH/MEDIUM down to LOW to reach the exit, and NEVER apply the floor to a binary gate (test-green, security must-fix).
  • MANDATORY enforce the round cap of 3 — a ceiling, NEVER a target: a clean pass ends the loop immediately at any round (round 1 included), and round 3 completing with CRITICAL/HIGH/MEDIUM still open → STOP & escalate by asking the user directly, never a silent PASS. The 2-repeated-no-progress blocker rule is an earlier exit — escalate at whichever trips first. NEVER loop open-ended.
<!-- /SYNC:double-round-trip-review:reminder --> <!-- SYNC:graph-assisted-investigation:reminder -->

IMPORTANT MUST ATTENTION run at least ONE graph command on key files when graph.db exists. Pattern: grep → graph trace → grep verify.

<!-- /SYNC:graph-assisted-investigation:reminder --> <!-- SYNC:cross-service-check:reminder -->

IMPORTANT MUST ATTENTION microservices/event-driven: scan producers, consumers, sagas, contracts in task scope. Per touchpoint: owner · message · consumers · risk (NONE/ADDITIVE/BREAKING). Missing consumer = silent regression.

<!-- /SYNC:cross-service-check:reminder --> <!-- SYNC:estimation-framework: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 -->
<!-- SYNC:critical-thinking-mindset:reminder -->

MUST ATTENTION apply critical + sequential thinking — every claim needs appropriate traced evidence (file:line for repo/code claims; source URL or artifact section for research, product, content, and docs claims); confidence >80% to act, <60% DO NOT recommend. Anti-hallucination: never present guess as fact, admit uncertainty freely, cross-reference independently, stay skeptical of own confidence.

<!-- /SYNC:critical-thinking-mindset:reminder --> <!-- SYNC:sequential-thinking-protocol:reminder -->

MUST ATTENTION apply sequential-thinking — multi-step Thought N/M, REVISION/BRANCH/HYPOTHESIS markers, confidence % closer; see $sequential-thinking skill.

<!-- /SYNC:sequential-thinking-protocol:reminder --> <!-- SYNC:ai-mistake-prevention:reminder -->

MUST ATTENTION apply AI mistake prevention — verify generated content against evidence, trace downstream references before deleting or renaming, verify all affected outputs, re-read files after context loss, and surface ambiguity before acting.

<!-- /SYNC:ai-mistake-prevention:reminder --> <!-- SYNC:task-tracking-external-report:reminder -->
  • 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.
<!-- /SYNC:task-tracking-external-report:reminder --> <!-- SYNC:project-reference-docs-guide:reminder -->
  • MANDATORY Before investigating, planning, or coding, read docs/project-config.json (the project map: modules/paths, run-commands, conventions, architecture/workflow rules) + the required project-reference docs, and cite Reference docs read: ....
  • MANDATORY Always include lessons.md; project config + conventions override generic framework defaults.
  • MANDATORY If project config, root instruction files, or any required reference doc is missing or stale, auto-run $project-init or the narrow lower-level route before ordinary project-specific work.
<!-- /SYNC:project-reference-docs-guide:reminder --> <!-- SYNC:nested-task-creation:reminder -->
  • 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.
<!-- /SYNC:nested-task-creation:reminder --> <!-- SYNC:goal-contract-satisfaction-loop:reminder -->
  • MANDATORY Resolve the active Goal Contract BEFORE work (active plan goal.mdplans/goals/{YYMMDD-HHmm}-{slug}/goal.md → create from current request) and read saved success criteria before editing.
  • MANDATORY Append iteration evidence after execution; emit a Goal Satisfaction matrix (PASS/FAIL/BLOCKED) before reporting PASS; loop on validated FAIL; escalate repeated no-progress or blockers. NEVER store secrets in goal files.
<!-- /SYNC:goal-contract-satisfaction-loop:reminder --> <!-- SYNC:severity-rubric:reminder -->
  • MANDATORY Classify findings Critical/High/Medium/Low by consequence; Critical/High block PASS until fixed or owner-accepted.
  • MANDATORY Score-based skills (sre 0-2, perf two-axis) map onto the same four tiers — no parallel severity vocabulary.
<!-- /SYNC:severity-rubric:reminder --> <!-- PROMPT-ENHANCE:STEP-TASK-CLOSING:START -->

Prompt-Enhance Closing Anchors

IMPORTANT MUST ATTENTION follow declared step order for this skill; NEVER skip, reorder, or merge steps without explicit user approval IMPORTANT MUST ATTENTION for every step/sub-skill call: set in_progress before execution, set completed after execution IMPORTANT MUST ATTENTION every skipped step MUST include explicit reason; every completed step MUST include concise evidence IMPORTANT MUST ATTENTION if Task tools unavailable, maintain an equivalent step-by-step plan tracker with synchronized statuses

<!-- PROMPT-ENHANCE:STEP-TASK-CLOSING:END --> <!-- SYNC:trade-off-interrogation-gate:reminder -->
  • MANDATORY MUST ATTENTION ALWAYS ASK THE 3 TRADE-OFF QUESTIONS — on the thing under review AND on every recommendation you make: (1) is there any trade-off? name what it SACRIFICES (change cost · complexity · perf · coupling · reversibility · migration · ops load · blast radius · security · testability · delivery time · UX) — "none"/"pure win" is an unfinished analysis, so state the dimensions checked; (2) is it worth it? gain (with a metric) vs cost, WHO pays, WHEN → emit WORTH IT / NOT WORTH IT / UNCLEAR; NOT WORTH IT → withdraw or replace it; (3) is it material enough to confirm with the user? irreversible/one-way door · cost shifted onto another team/ops/maintainer/user · one quality attribute traded for another · a tier/service/event/library boundary crossed · auth/money/data-integrity/breaking-change/High-or-Medium-risk path · verdict UNCLEAR → STOP and confirm by asking the user directly BEFORE the verdict.
  • MANDATORY A MATERIAL trade-off with no user confirmation can NEVER be PASS; NEVER bury one as a Low-severity note, NEVER decide it silently, and NEVER let delivery or convergence pressure authorize a one-way door. — why: an un-walked-back one-way door is the user's call to make, not the reviewer's.
  • MANDATORY — non-asking contexts escalate BY HANDOFF, never by silence. ask the user directly reaches only the main interactive agent: a sub-agent cannot ask the user, and a terminal/verdict-only mode asks nothing by design. There the duty is REDIRECTED, not waived — still name the trade-off, still decide materiality, record confirmed? = NO — cannot ask from this context, state the unconfirmed MATERIAL trade-off in your RETURNED verdict/summary so the CALLER escalates it (a note only in an on-disk report is not a handoff), and never emit an unqualified PASS. Applies ONLY where the user is genuinely unreachable (spawned sub-agent, terminal validate mode, headless run) — if you CAN ask, you MUST ask.
<!-- /SYNC:trade-off-interrogation-gate:reminder --> <!-- SYNC:parallel-subagent-dispatch -->

Parallel Sub-Agent Dispatch — Plan parallelism the moment a task breakdown exists, BEFORE executing it — running provably independent tasks sequentially wastes wall-clock. Applies to every multi-step job: workflow steps, planning, batch updates, investigation, research, scans, reviews, doc sync. Plan execution is metadata-gated, NEVER default-parallel — fan-out follows ONLY what the plan declares (PAR/SEQ tags + per-phase write set); an untagged plan runs sequentially — why: a derived write set cannot see cascade or generated writes.

  1. Tag every task PAR or SEQ. PAR = inputs exclude every pending task's output AND write set disjoint from every other PAR. Else SEQ — MUST ATTENTION name the dependency forcing it.
  2. Group PAR into waves. No edge between members. Two writers of one file NEVER share a wave. Read-only work (search, investigation, review, research) parallelizes freely.
  3. Declare before dispatch: Parallel plan: wave 1 = [...] · wave 2 = [...] · SEQ = [...] (reason).
  4. Spawn each wave in ONE message — every spawn_agent call in one response, NEVER dripped per turn. Route each task to its specialist (.claude/skills/shared/sub-agent-selection-guide.md); NEVER code-reviewer as catch-all.
  5. Brief each sub-agent self-contained: goal · scope + owned files · reference docs · return contract (summary + Full report: path, per SYNC:subagent-return-contract) · incremental persistence to plans/reports/ (per SYNC:incremental-persistence).
  6. Barrier per wave. Advance ONLY after EVERY member returns (a skipped conditional counts as returned). Merge, mark each task completed/skipped, THEN dispatch the next wave. Mutating steps wait for the barrier.
  7. One level deep. A dispatched sub-agent executes its own brief; further fan-out stays the orchestrator's job unless that agent's .claude/agents/*.md definition authorizes it.

NEVER parallelize: tasks sharing a write target · a task consuming a pending task's output · trivial single-file work (dispatch overhead > gain) · an order a skill or workflow explicitly fixes · gates awaiting user approval.

Blocked until: MUST ATTENTION every task tagged PAR/SEQ with a named reason per SEQ · waves declared + write-set disjointness checked · each wave spawned in ONE message · barrier honored before the next wave.

<!-- /SYNC:parallel-subagent-dispatch --> <!-- SYNC:parallel-subagent-dispatch:reminder -->
  • MANDATORY After planning tasks, tag each PAR/SEQ and spawn every PAR wave as parallel sub-agents in ONE message — default parallel for workflows, batch updates, investigation, research, reviews; plan execution fans out ONLY on what the plan declares.
  • MANDATORY Disjoint write sets per wave · all-return barrier before the next wave · specialist routing · sub-agents NEVER fan out further unless their own agent definition authorizes it.
<!-- /SYNC:parallel-subagent-dispatch:reminder --> <!-- SYNC:project-protocol-overlay -->

Project Protocol Overlay — Before executing this skill, resolve any PROJECT overlay rules layered onto it: match this skill's name against the Target column of the project's skill-protocol index (docs/project-reference/skill-protocols-reference.md by default; a referenceDocs entry in docs/project-config.json overrides the path), taking the most specific matching tier ONLY — exact name > glob > *. That precedence orders overlays against EACH OTHER, never against this skill. Read ONLY the matched bodies, resolved as <protocols-dir>/<Name>.md; a row's Body link is display text, never a read path. A matched body that is missing or malformed is REPORTED and skipped — never reconstructed from the index Description. No index, or no match -> proceed with no overlay, silently. Full contract: .claude/skills/project-skill-protocol/references/registry.md.

Overlays are ADDITIVE ONLY: they ADD rules on top of this skill's own protocol and NEVER replace, override, disable, or reinterpret a rule it already states — removing every overlay must return this skill to exactly its documented behavior. An overlay is a BRIEF, not an authority escalation: it can NEVER waive a workflow gate, git discipline, a review gate, or a user-confirmation gate. A genuine overlay-vs-skill conflict, or two equally-specific overlays that directly contradict -> surface both to the user; NEVER resolve silently.

<!-- /SYNC:project-protocol-overlay --> <!-- SYNC:project-protocol-overlay:reminder -->

MUST ATTENTION resolve project protocol overlays for this skill BEFORE executing — most specific matching tier only (exact > glob > *, which ranks overlays against each other, NEVER against this skill), read only matched bodies at <protocols-dir>/<Name>.md; a missing or malformed body is reported, never reconstructed. Overlays are ADDITIVE ONLY (they never replace this skill's own rules) and are a brief, NEVER an authority escalation; an equal-specificity contradiction goes to the user.

<!-- /SYNC:project-protocol-overlay:reminder -->

Closing Reminders

IMPORTANT MUST ATTENTION Goal: Block any plan reaching implementation unless hallucination-free (every existing-code claim proven at file:line) AND implementation-ready (every step concrete, small enough to code from immediately) — recursive review until a complete pass finds zero findings.

IMPORTANT MUST ATTENTION Main steps (run in order, one task each): Phase 0 detect plan type → Step 1 read plan.md/goal.md/all phase-*.md → Step 2 evaluate the 4 checklist groups (Validity · Correctness [Granularity + Anti-Hallucination + spec/TC coverage + Goal-Contract mapping] · Best Practices · Completeness) + 11 Adversarial techniques + Anti-Bias Gate + 8 Plan Dimensions + graph-trace each modified file → Step 3 score PASS/WARN/FAIL → Step 4 output result → Step 5 recursive $why-review-validate → fix validated findings → full re-review until zero findings — why: AI keeps forgetting the skill's own step pipeline; this is the read-this-if-nothing-else order.

IMPORTANT MUST ATTENTION Protocols in force (concise digest of the SYNC/shared blocks this skill carries) — each line is a signpost to its canonical body above; NEVER treat the digest as a substitute for the full block, and ALWAYS apply every protocol below in full:

  • Behavioral Delta Matrix: bugfix reviews need input × pre × post × delta table before verdict.
  • Graph-Assisted Investigation: run one graph command on key files when graph.db exists.
  • Cross-Service Check: scan producers, consumers, sagas, contracts; missing consumer = silent regression.
  • Fresh Context Review: spawn zero-memory sub-agent re-reading from scratch after each fix cycle.
  • Nested Task Creation: expand child phase tasks; link the parent workflow row when nested.
  • Task Tracking & External Report: bootstrap task breakdown; persist findings to plans/reports/ incrementally.
  • Critical Thinking: every claim needs traced file:line proof; never present guess as fact.
  • Sequential Thinking: multi-step Thought N/M with REVISION/BRANCH/HYPOTHESIS markers and confidence closer.
  • Project Reference Docs: read required project-reference docs before target work; conventions override generic defaults.
  • Understand Code First: grep 3+ patterns and read code before any modification.
  • Double Round-Trip Review: review → validate findings → fix → full re-review until clean.
  • Review Protocol Injection: embed all 11 protocol bodies verbatim into every fresh review prompt.
  • AI Mistake Prevention: verify generated content against evidence, trace downstream references, verify all affected outputs, re-read after context loss, surface ambiguity.
  • Severity Rubric: classify Critical/High/Medium/Low by consequence; Critical/High block PASS.
  • Parallel Sub-Agent Dispatch: Tag tasks PAR/SEQ, group PAR into disjoint-write-set waves, spawn each wave in ONE message, barrier before advancing.

IMPORTANT MUST ATTENTION review as SKEPTIC not validator — your job: find what cannot work, not confirm what looks right; run the full Anti-Bias Gate (reality check, assumption stress-test, pre-mortem, steel-man rejected alternative, contrarian pass) BEFORE any verdict — why: confirmation bias rubber-stamps well-structured plans. MANDATORY IMPORTANT MUST ATTENTION Anti-Hallucination Gate — every plan claim about existing source code needs file:line proof (file exists, symbol grepped, behavior code-traced); "should be"/"probably"/"typically" about existing code = FAIL. Greenfield-only plans → PASS. MANDATORY IMPORTANT MUST ATTENTION Granularity Gate "Detailed & Small Enough" — FAIL any phase >5 files OR >3h OR carrying planning verbs (research/determine/decide/evaluate/explore/investigate); too vague → detail it (file paths, exact method names), too big → break it into sibling phases/sub-plans — why: a plan you can't immediately code from is NOT ready. MANDATORY IMPORTANT MUST ATTENTION detect plan type FIRST (Phase 0) — bugfix MANDATES the Behavioral Delta Matrix (≥3 rows, ≥1 outside the bug report, any REGRESSION → FAIL until a preservation test covers it); security/perf/refactor/contract/infra each add their own focus. MANDATORY IMPORTANT MUST ATTENTION spec-loop scheduling — plan must schedule property/invariant test specs for every [HARD] §4 rule / §5 invariant + a MUTATION-SCORE quality bar; FAIL a plan targeting a line-coverage % instead of a mutation-score bar. MANDATORY IMPORTANT MUST ATTENTION when ANY finding exists, run $why-review --validate-findings BEFORE editing any plan.md/phase-*.md; fix ONLY validated findings at the smallest responsible location, then restart the FULL review with a fresh zero-memory sub-agent — loop until a clean pass; NEVER edit plan files before this gate passes — why: unvalidated fixes corrupt the plan and waste review rounds. MANDATORY IMPORTANT MUST ATTENTION round cap 3 — a CEILING, never a target: a clean pass ends the loop immediately at any round; escalate by asking the user directly when the SAME blocker survives 2 consecutive full re-reviews with no progress, when round 3 completes with findings still open, or when a finding needs product/owner judgment. NEVER loop past 3 rounds and NEVER convert cap exhaustion into a PASS. MANDATORY IMPORTANT MUST ATTENTION bootstrap task tracking task breakdown BEFORE reads/grep/edits (one task per file read); persist findings to plans/reports/{skill}-{YYMMDD}-{HHmm}-{slug}.md incrementally and synthesize from disk; add a final review task — why: long plan files exhaust context, the report file is ground truth. MANDATORY IMPORTANT MUST ATTENTION run a graph trace on each "files to modify" entry when .code-graph/graph.db exists; flag any downstream file NOT listed in the plan as "potentially missed" — why: catches cross-service/event-handler impact the author overlooked. MANDATORY IMPORTANT MUST ATTENTION Dimension 7 — Estimation Drift: re-derive bottom_up_hours = Σ phase_hours from the FINALIZED phase files per the carried SYNC:estimation-framework and compare against frontmatter. |delta| > 20% → frontmatter MUST carry reestimate_delta_pct + a 1-line reestimate_reason, and a missing update is a FAIL; |delta| > 50% → flag SHOULD-RESCOPE and surface the rescope decision to the user BEFORE implementation — why: pre-completion estimates anchor on a scope guess, and locked phases are the first place the real cost is visible. MANDATORY IMPORTANT MUST ATTENTION Dimension 8 — Domain Entity Design (CONDITIONAL): when the plan touches an entity, value object, or aggregate, apply SYNC:domain-entity-change-gate — the SAME protocol $plan authored under and $changes-review reviews under. An unanswered, hand-waved, or deferred-to-implementation decision point is a FINDING with file:line into the plan; the word "entity" in a task is NEVER an answer. Verify paradigm + subdomain fit are stated BEFORE any entity task, and that each triggered row names its OWNING FILE. State No domain-entity surface — Dimension 8 N/A when it does not fire — why: an aggregate boundary chosen by DB table or UI screen is the costliest decision to reverse after implementation. MANDATORY IMPORTANT MUST ATTENTION standalone runs end with ask the user directly presenting findings + next-step options; skip ONLY inside a workflow. MANDATORY IMPORTANT MUST ATTENTION cite file:line evidence for every finding (confidence >80% to act, <60% DO NOT recommend); NEVER mark PASS while any spec/test/code face disagrees without a logged finding. MANDATORY IMPORTANT MUST ATTENTION READ before reviewing: .claude/docs/development-rules.md, docs/project-reference/code-review-rules.md, lessons.md, plus skill-specific pattern refs (backend/frontend/integration-test).

Anti-Rationalization:

| Evasion | Rebuttal | | ------------------------------ | ---------------------------------------------------------------------------------------------------------- | | "Plan looks reasonable" | Structure ≠ correctness. Prove every existing-code claim with file:line; plausible text is not evidence. | | "Phases are well-defined" | Presence of phases ≠ implementable. Apply the 5-point Granularity Gate per phase. | | "One review pass enough" | Re-review only after a validated-finding fix cycle; a clean COMPLETE pass ends the loop. | | "Implementation can fill gaps" | FAIL vague steps now — implementation executes the plan, it does not invent it. | | "Alternatives were considered" | Were they real, or strawmen set up to fail? Steel-man the rejected one. | | "Risk is managed" | "Monitor closely" is not a mitigation. Demand action, owner, trigger. | | "Already traced the code" | Show file:line / grep evidence. No proof = no trace. |

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


Closing reminder — Easy to Change is the success metric. Every finding, test, refactor, and abstraction must answer one question: does this make the next change cheaper or more expensive? If it doesn't reduce future change cost, reject it. Coupling, hidden state, duplicated knowledge, and unclear intent are the real enemies — call them out by name.

IMPORTANT MUST ATTENTION Goal: Block any plan reaching implementation unless hallucination-free (file:line proof) AND implementation-ready (concrete, small-enough phases) — loop until a clean pass. IMPORTANT MUST ATTENTION review as SKEPTIC — file:line proof for every existing-code claim; FAIL vague/oversized phases; bugfix → Behavioral Delta Matrix. IMPORTANT MUST ATTENTION validate findings via $why-review --validate-findings before editing plan files; fix only validated findings; restart full review until zero findings.

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Hookless Prompt Protocol Mirror (Auto-Synced)

Source: .claude/.ck.json + .claude/skills/shared/sync-inline-versions.md (:full blocks) + .claude/scripts/lib/hookless-prompt-protocol.cjs

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

Generic portability boundary: Reusable skills and protocol text stay project-neutral; project-specific conventions are discovered from docs/project-config.json and docs/project-reference/. Apply shared AI-SDD from shared/sdd-artifact-contract.md. Read docs/project-config.json and docs/project-reference/docs-index-reference.md, then open the project reference docs named there. For spec, test-case, behavior-change, public-contract, or docs/specs/ work, route through the local spec docs named by the docs index: feature-spec-reference.md, spec-system-reference.md, spec-principles.md, and workflow-spec-test-code-cycle-reference.md when specs/tests/code must stay synchronized. If either file or a required reference doc is missing or stale, auto-run $project-init (or the narrow lower-level route such as $project-config, $docs-init, $scan-all, or $scan --target=<key>) before ordinary project-specific work. Any supported AI tool may execute when this shared context and local docs are available.

  1. DETECT: If the prompt starts with an explicit slash skill/workflow command, execute it directly. Otherwise match the prompt against the workflow catalog and skill list.
  2. ANALYZE: Choose the best option: execute directly, invoke a skill, activate a standard workflow, or compose a custom step combination.
  3. AUTO-SELECT: Pick the best option yourself. Do not ask the user to choose between direct execution, skill, standard workflow, or custom workflow.
  4. ACTIVATE: For a selected workflow, call $start-workflow <workflowId>; for a selected skill, invoke that skill; for a custom workflow, sequence custom steps directly; for direct execution, proceed with the task.
  5. CREATE TASKS: task tracking for ALL workflow/skill/custom steps before execution when the selected path has multiple steps.
  6. PARALLELIZE: Before executing the task list, tag each task PAR (independent inputs + write set disjoint from every other PAR task) or SEQ (name the blocking dependency), group PAR tasks into waves, declare the wave plan, and spawn each wave's sub-agents in ONE message — all-return barrier per wave, fan-out one level deep unless a sub-agent's own definition authorizes further fan-out. Sequential-by-default is a defect when tasks are independent; do not parallelize shared write targets, output-consuming tasks, trivial single-file work, ordering a skill or workflow explicitly fixes, or user-approval gates.
  7. EXECUTE: Advance per the Workflow Step Advancement & Parallel Phases rule in your context instructions — model-driven; a sub-agent completion advances a step identically to an inline call; a parallel-phase group is an all-return barrier (advance only after ALL members return, never serialize it)

Shared AI-SDD Protocol Markers

Source: .claude/skills/shared/sync-inline-versions.md

SYNC:ai-sdd-artifact-contract

AI-SDD Artifact Contract — Shared spec-driven development rules stay portable and source-owned.

  1. Keep reusable AI-SDD principles in .claude; put repository-specific paths, commands, owners, products, and formats in project config/reference docs.
  2. Preserve cycle: spec -> plan -> tasks -> implement -> verify -> update spec/docs.
  3. Trace every requirement or invariant through decision, task, TC/test, source evidence, and docs/spec update.
  4. Treat code-to-spec extraction as reference-only until accepted by the canonical spec owner.
  5. Any supported AI tool may plan, implement, review, or verify with synced context; using multiple tools is optional.
  6. Update .claude source first, then sync generated mirrors; do not manually edit .agents, .codex, or AGENTS.md. — why: mirrors are generated artifacts; hand-edits are overwritten on the next sync
  7. If docs/project-config.json, root instruction files, or a required project-reference doc is missing or stale, auto-run $project-init or the narrow lower-level route before ordinary project-specific work.

Active reference: shared/sdd-artifact-contract.md in the active skills root.


SYNC:ai-sdd-artifact-contract:reminder

  • MANDATORY Apply shared/sdd-artifact-contract.md; keep reusable AI-SDD in .claude and local rules in project docs.
  • MANDATORY Code-to-spec extraction is reference-only until canonical acceptance; any supported AI tool may execute with synced context.
  • MANDATORY Update .claude source before syncing generated mirrors; do not manually edit .agents, .codex, or AGENTS.md.
  • MANDATORY Missing or stale project config, root instruction files, or required reference docs route project-specific work through $project-init or the narrow setup route automatically. [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.

[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/$security-review/$lint catch this?" — Yes → improve review skill instead.
  7. BOTH gates pass → ask user to run $learn. [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. Goal-driven execution: Define success criteria first, loop until verified, and stop only when observable checks pass. Tests verify intent: Tests must protect business rules/invariants and fail when the protected intent breaks, not only mirror current behavior.

Common AI Mistake Prevention (System Lessons)

  • Re-read files after context compaction. Edit requires prior Read in same context; compaction wipes read state. Re-read before editing.
  • Grep for old terms after bulk replacements. AI over-trusts find/replace completeness. Grep full repo after bulk edits for missed refs in docs/configs/catalogs.
  • Check downstream references before deleting. Deletions cascade doc/code staleness. Map referencing files before removal.
  • After memory loss, check existing state before creating new. Compaction wipes prior-work memory. Query current state to resume — never blindly duplicate.
  • Verify AI-generated content against actual code. AI hallucinates APIs, class names, method signatures. Grep to confirm existence before documenting/referencing.
  • Trace full dependency chain after edits. Changing a definition misses downstream consumers. Trace the full chain.
  • When renaming, grep ALL consumer file types. Some file types silently ignore missing refs (no compile error). Search code, templates, configs, generated files.
  • Trace ALL code paths when verifying correctness. Code existing ≠ code executing. Trace early exits, error branches, conditional skips — not just happy path.
  • Update docs that embed canonical data when source changes. Docs inlining derived data (workflows, schemas, configs) go stale silently. Update all embedding docs alongside source.
  • Verify sub-agent results after context recovery. Background agents may finish while parent compacted — grep-verify output, don't trust assumed completion.
  • Cross-check full target list against sub-agent assignments. Parallel sub-agents by category miss boundary items. Reconcile union of assignments against target list before proceeding.
  • Sub-agents inherit knowledge only from their agent .md definition — use custom agent types, not built-in Explore. Tool adoption = permission + knowledge + enforcement (numbered workflow step).
  • Persist sub-agent findings incrementally, not as a final batch. Long sub-agents hit cutoffs before final write — findings lost. Instruct append-per-section to report file.
  • When debugging, ask "whose responsibility?" before fixing. Trace caller (wrong data) vs callee (wrong handling). Fix at responsible layer — never patch symptom site.
  • Test failure → record a provisional verdict before trace/edit, then investigate. Use the full five-way taxonomy: SOURCE-WRONG (production violates intent), TEST-WRONG (assertion/setup is stale), TEST-NOT-OPTIMAL (valid but fragile or low-signal test), ENVIRONMENT-BLOCKED (external state prevents a verdict), or AMBIGUOUS (intent/evidence cannot choose safely). Then trace root cause and triangulate against the governing spec (docs/specs/** if one exists) AND source. NEVER weaken an assertion, add a skip, relax a timeout, or change source merely to force green.
  • Grep ALL removed names after extraction/refactoring. Primary file "done" ≠ secondary files clean. Grep entire scope for every removed symbol before declaring complete.
  • Assume existing values are intentional — ask WHY before changing OR flagging one as a defect. Pattern-matching as "wrong" skips context. Before changing or reporting any constant/limit/flag/cutoff: read comments, git blame, the CALLER's ordering (the guarantee that makes the value correct usually lives in code running immediately BEFORE the cited line), and 2+ sibling call sites of the same convention. A doc stating WHAT without WHY is missing rationale, not proof of a missing guard — and in a validation pass, an accurate file:line citation proves the transcription, never the defect.
  • Verify ALL affected outputs, not just the first. One build green ≠ all green. Multi-stack changes (backend/frontend/tests/docs) require verifying EVERY output.
  • Evaluate fit before copying a nearby pattern. Closest example ≠ matching preconditions — verify the new context shares the same constraints, base classes, scope, lifetime.
  • Holistic-first debugging — resist nearest-attention trap. Don't dive into first plausible cause. List EVERY precondition (config, env vars, paths, DB, endpoints, creds, versions, DI, data). Verify each against evidence (grep/query — not reasoning). Ask "what would falsify this?" — if nothing, it's not a hypothesis. Most expensive failure: going deeper in "obvious" layer while bug sits in layer never questioned.
  • Surgical changes — apply the diff test (context-aware). Two modes: (1) Bug fix → every line traces to the bug; no restyling; orphan cleanup only for imports YOUR changes made unused. (2) Review/enhancement → implement improvements AND announce as "Enhancement beyond main request: [what]". Never silently scope-creep. Diff test: "Would this line exist if I wasn't asked to do X?" — if no, delete or announce.
  • Surface ambiguity before coding — don't pick silently. Multiple valid interpretations → present each with effort: "[Request] could mean (1) [N h], (2) [N h]. Which matters?" List scope/format/volume/constraints assumptions first. If simpler path exists, say so. Never silently pick.
  • [MANDATORY FIRST ACTION] ALWAYS activate a suitable skill or workflow BEFORE responding. Match task against workflow catalog + skill list; invoke via skill invocation or $start-workflow <workflowId>. NEVER answer or write code before checking. Skip = protocol violation.
  • Why-Review adversarial mindset — apply when reviewing any plan, decision, or design. Default SKEPTIC not VALIDATOR: steel-man a rejected alternative, invert each stated reason ("what does it sacrifice?"), stress-test top 2-3 assumptions, run pre-mortem ("ships, fails in 3 months — what breaks?"), surface 1-2 alternatives author missed. Section presence ≠ quality; quality = causal reasoning + concrete mitigations + evidence, not "it's better" or "monitor closely".
  • Front-load report-write in sub-agent prompts for large reviews. Many-file sub-agents hit budget before final write — findings lost. Design prompts so: (1) report-write is first explicit deliverable, (2) append per-file/section (not batched), (3) scope bounded so reads don't exhaust budget. Truncated mid-sentence with no report file → spawn narrower scope, don't retry same prompt.
  • After context compaction, re-verify all prior phase outcomes before continuing. Summaries describe intent, not environment state (git index, filesystem, processes). On resume, FIRST audit: git status, re-read modified files, verify filesystem. Every "completed" claim is an untested hypothesis until evidence confirms.
  • OOM/memory: check row count before row size. Triage: (1) Unbounded query — no DB filter for trigger? Push filter to DB; eliminates OOM. (2) Large rows? Projection reduces proportionally. Row reduction > projection in ROI.
  • Assert the outcome your system OWNS, never the intermediate state your INFRASTRUCTURE owns. When testing anything asynchronous (queue/broker delivery, retries, background jobs, caches, replication), assert the final business/entity state. NEVER assert the delivery bookkeeping — consume/send status, attempt counts, last-error, row existence or counts in a broker, scheduler, or outbox/inbox table. That bookkeeping lives in shared infrastructure that ANY co-running process (a peer worker, a second replica, a leftover local container) can write, usually under a deterministic shared key, so the assertion silently tests the developer's environment instead of the system: green when run alone, flaky the instant anything else shares that broker + database. Gate question for every assertion: "would this hold no matter WHICH process did the work?" — if no, assert the converged data state instead. Corollary: process-local fault injection and in-process telemetry cannot gate work any process may perform — use them as stress amplifiers (arm → bounded window → disarm → assert convergence), never as preconditions.
  • Keep domain concepts out of generic/shared/infrastructure layers. Reusable layer (shared library, framework, infra module) must reference NO consumer-specific domain concept — tenant/customer/product IDs, business entities, feature rules. Leak compiles + runs → passes review silently while coupling the "reusable" layer to one consumer. Keep shared type domain-free; push domain fields/logic down into the consumer via subclass/composition. — why: a layer coupled to one consumer's domain is no longer reusable.
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