[Planning] Use when validating a plan through a critical-questions interview.
Scanned 9/9/2026
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---
name: plan-validate
description: '[Planning] Use when validating a plan through a critical-questions interview.'
---
> Codex compatibility note:
> - Invoke repository skills with `$skill-name` in Codex; this mirrored copy rewrites legacy Claude `/skill-name` references.
> - Task tracker mandate: BEFORE executing any workflow or skill step, create/update task tracking for all steps and keep it synchronized as progress changes.
> - User-question prompts mean to ask the user directly in Codex.
> - Ignore Claude-specific mode-switch instructions when they appear.
> - Strict execution contract: when a user explicitly invokes a skill, execute that skill protocol as written.
> - Subagent authorization: when a skill is user-invoked or AI-detected and its protocol requires subagents, that skill activation authorizes use of the required `spawn_agent` subagent(s) for that task.
> - Do not skip, reorder, or merge protocol steps unless the user explicitly approves the deviation first.
> - For workflow skills, execute each listed child-skill step explicitly and report step-by-step evidence.
> - If a required step/tool cannot run in this environment, stop and ask the user before adapting.
<!-- CODEX:PROJECT-REFERENCE-LOADING:START -->
## Codex Project-Reference Loading (Hook-Independent)
Claude and Codex use static project-reference loading as the authority; hooks may accelerate discovery but never replace the explicit read.
When coding, planning, debugging, testing, or reviewing, open project docs explicitly using this routing.
**Always read:**
- `docs/project-config.json` (project-specific paths, commands, modules, and workflow/test settings)
- `docs/project-reference/docs-index-reference.md` (routes to the full `docs/project-reference/*` catalog)
- `docs/project-reference/lessons.md` (always-on guardrails and anti-patterns)
**Missing/stale context route:** If `docs/project-config.json`, the docs index, `lessons.md`, `CLAUDE.md`, `AGENTS.md`, or any task-required reference doc is missing or stale, auto-run `$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:** Force every assumption-laden plan decision and every preservation-critical behavior through explicit user confirmation BEFORE implementation — by interviewing the user with critical questions that validate assumptions and surface issues — so no unstated assumption silently reaches code.
**Summary:**
- **Purpose:** validate a finished plan via a critical-questions interview so every assumption-laden decision and every preservation-critical behavior is user-confirmed BEFORE implementation — no unstated assumption silently reaches code.
- **Main steps (run in order):** Phase 0 Detect Plan Type → resolve plan path (`$ARGUMENTS` / `## Plan Context` / ask) → load `mode` + `questions` range as hard constraints → Phase 0.5 resolve Applicability / Plan Gate → Step 1 Read `plan.md` + all `phase-*.md`, flag decisions/assumptions/risks/tradeoffs → Step 2 Extract topics across 9 categories (Applicability, Architecture, Assumptions, Tradeoffs, Risks, Scope, New Tech/Lib, Test Specs, Preservation) → Step 3 Generate questions (2-4 concrete options each, surface implicit decisions) → Step 4 Interview by asking the user directly (≤4 per call) → Step 5 Document answers → offer implement/refine/skip.
- **Phase 0 weights everything:** plan type (bugfix/feature/migration/refactor/other) decides which question categories fire; any fix/bug/regression/broken/defect keyword makes the Preservation question BLOCKING — never skip it.
- **The output is a REAL interview, not a self-answer:** honor the `questions` MIN-MAX range from `## Plan Context`, give 2-4 concrete options per question, treat the Preservation "Unsure" answer as BLOCKED → route to `$plan`; if the plan adds new tech/packages, probe whether alternatives were evaluated before accepting the choice.
- **Persist results narrowly:** add ONLY a `## Validation Summary` (confirmed decisions + action items) to `plan.md` — NEVER edit phase files; close by offering implement/refine/skip by asking the user directly.
- **Applicability is mandatory for every plan:** read `.claude/skills/shared/product-roadmap-contract.md`, verify the plan's branch-specific `## Plan Gate`, and ask the owner to confirm the embedded slice/decomposition, explicit roadmap outcome, framework technical outcome, or EXEMPT boundary plus non-goals, scenario proof, commands, evidence, and approval. `BLOCKED`, `OPEN`, `MISSING`, or `REQUIRED` cannot be silently upgraded.
**Workflow:**
1. **Detect Plan Type** — Classify plan (bugfix/feature/migration/refactor) to weight question categories
2. **Read Plan** — Parse plan.md + phase files for decisions, assumptions, risks
3. **Extract Topics** — Scan architecture, assumptions, tradeoffs, risks, scope keywords
4. **Generate Questions** — Formulate concrete questions with 2-4 options each
5. **Interview User** — Present questions using configured count range
6. **Document Answers** — Add Validation Summary section to plan.md
**Key Rules:**
- MUST ATTENTION use ask the user directly — NEVER auto-decide on behalf of user — why: the user owns every assumption-laden choice, not the agent
- Ask ONLY about genuine choices affecting implementation — NEVER about non-decision points — why: noise questions burn the interview budget and erode trust
- Bugfix plans ALWAYS trigger the Preservation question (keywords: fix, bug, regression, broken, defect) — why: an unverified preserved-correctness invariant is a silent regression
- Persist via a `## Validation Summary` on `plan.md` — NEVER modify phase files — why: phase files are the plan's source of truth; validation is a read-then-annotate pass
- For embedded, explicit-roadmap, framework/library, or EXEMPT plans, include the final applicability status and exact owning paths in that same summary; use each branch only when the plan records its required evidence and owner.
## 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 next change cheaper or more expensive?**
- Reject "best practices" raising change cost (premature abstraction,
speculative generality, leaky indirection, ceremony without payoff).
- Name real enemies in findings: **coupling, hidden state, duplicated
knowledge, unclear intent, irreversible decisions exposed too early**.
- Simpler design easy to change beats sophisticated design that isn't.
Apply this lens **before** invoking any specific rule, pattern, or checklist
below — if a downstream rule raises change cost, this principle wins.
---
## Phase 0: Detect Plan Type
Classify plan type BEFORE generating questions — drives question category weighting:
| Plan Type | Detection | Mandatory Extra Categories |
| ------------- | ----------------------------------------------------------------- | ------------------------------------- |
| **Bugfix** | Title/frontmatter: `fix`, `bug`, `regression`, `broken`, `defect` | Preservation (BLOCKING) |
| **Feature** | New capability, no fix keywords | Architecture, Assumptions, Test Specs |
| **Migration** | Schema change, EF migration, data move | Risks, Preservation, Scope |
| **Refactor** | Restructure/clean up, no behavior change | Preservation, Tradeoffs |
| **Other** | None of above | Architecture, Scope |
**Bugfix detection is BLOCKING** — NEVER skip Preservation question when fix/bug/regression/broken/defect keywords present.
## Plan Resolution
1. `$ARGUMENTS` provided → use that path
2. Check `## Plan Context` section → use active plan path
3. No plan found → ask user to specify path or run `$plan` first
## Phase 0.5: Applicability / Plan Gate
Before extracting technical questions, read `.claude/skills/shared/product-roadmap-contract.md` and classify the plan's branch.
- For an embedded large-idea plan, read the owning PBI/spec and verify the complete `large_idea_decomposition` block, selected slice, non-goals/deferred owners, and conditional scenario artifact when needed. Do not require `docs/product-roadmap.md` or a product milestone.
- For an explicit-roadmap plan, read `docs/product-roadmap.md`, the selected milestone's scope brief, and `scenario-analysis.md`.
- For a framework/library plan, read the technical scope, operational scenarios, generated-carrier evidence, and commands.
- Verify `plan.md` contains one `## Plan Gate` with matching branch/outcome/boundaries, explicit non-goals, defined lifecycle terms when applicable, the branch decision state, known or explicitly inapplicable skeleton/configuration, build/test/run commands, redacted evidence, and `Human approval: APPROVED`.
- Missing upstream artifacts or `BLOCKED`/`OPEN`/`MISSING`/`REQUIRED` values create a blocking Applicability question. Do not begin implementation or recommend `implement` while it remains unresolved.
- For an isolated brownfield change or bugfix, verify the shared contract's EXEMPT branch: the scope brief and plan contain the reason/owner, the sibling scenario exists when required, roadmap/milestone are explicitly `EXEMPT`, product decisions use explicit `N/A` rationale, and commands/evidence/approval are known. Retain all existing preservation/spec/test/review questions.
## Configuration (from injected context)
Check `## Plan Context` section:
- `mode` — auto/prompt/off behavior
- `questions` — range like `3-8` (min-max)
Use as hard constraints.
## Workflow
### Step 1: Read Plan Files
Read plan directory:
- `plan.md` — overview + phases list
- `phase-*.md` — all phase files
- Flag: decision points, assumptions, risks, tradeoffs
### Step 2: Extract Question Topics
| Category | Keywords |
| ---------------- | ------------------------------------------------------------------------------------------ |
| **Architecture** | approach, pattern, design, structure, database, API |
| **Assumptions** | assume, expect, should, will, must, default |
| **Tradeoffs** | tradeoff, vs, alternative, option, choice, either/or |
| **Risks** | risk, might, could fail, dependency, blocker, concern |
| **Scope** | phase, MVP, future, out of scope, nice to have |
| **New Tech/Lib** | install, add package, new dependency, npm install, dotnet add, unfamiliar framework names |
| **Test Specs** | TC-, test case, coverage, TDD, test specification |
| **Preservation** | auto-trigger on bugfix keywords in title/frontmatter — scan Preservation Inventory section |
| **Product Readiness** | roadmap-applicable or EXEMPT plan — scan the applicable `## Plan Gate` branch, scope/scenario refs, non-goals, definitions, evidence, and human approval |
### Step 3: Generate Questions
**Format rules:**
- 2-4 concrete options per question
- Mark recommended with "(Recommended)" suffix
- "Other" option automatic — do NOT add
- Surface implicit decisions
For a roadmap-applicable plan, ask a Product Readiness question before lower-level choices:
> Does the plan implement the owning slice/outcome or technical boundary exactly, with the stated non-goals, lifecycle definitions where applicable, scenario proof, known skeleton/commands, redacted evidence, and human approval?
Offer concrete choices such as: **Yes, approve the Plan Gate (Recommended)**; **No, revise the scope/plan**; **A product decision remains open**; **This plan is an explicitly accepted isolated-change exemption**. Never answer this question from the plan author's confidence alone.
**Examples:**
```
Category: Architecture
Question: "How should validation results be persisted?"
Options:
1. Save to plan.md frontmatter (Recommended) — updates existing plan
2. Create validation-answers.md — separate answers file
3. Don't persist — ephemeral validation only
```
```
Category: Assumptions
Question: "Plan assumes API rate limiting not needed. Correct?"
Options:
1. Yes, not needed for MVP
2. No, add basic rate limiting now (Recommended)
3. Defer to Phase 2
```
```
Category: Preservation (MANDATORY when title/frontmatter: fix, bug, regression, broken, defect)
Question: "List 2-3 inputs where CURRENT code is correct. Will fix change behavior on any?"
Options (multi-select):
1. "Current code correct on: {input A}. Fix preserves behavior." (Recommended)
2. "Current code correct on: {input B}. Fix CHANGES behavior because: {justification}"
3. "Current code has NO preserved-correctness inputs — every input was broken" (rare; requires confirmation)
4. "Unsure — need to investigate" (STOP: run $plan preservation analysis)
```
**Follow-up rules:**
- Option 2 selected → `plan.md` Preservation Inventory MUST cite Preservation TC asserting new behavior is intended
- Option 4 selected → return BLOCKED status, recommend `$plan` before proceeding
- Option 3 selected → ask the user directly follow-up: "Confirm: current code has NO preserved invariant? [Yes, every input broken / No, missed some — re-investigate]"
### Step 4: Interview User
Use ask the user directly — NEVER skip or auto-answer.
**Rules:**
- Use question count from `## Plan Context` → `Validation: mode=X, questions=MIN-MAX`
- Group related questions (max 4 per tool call)
- Focus: assumptions, risks, tradeoffs, architecture
- MANDATORY IMPORTANT MUST ATTENTION: if plan introduces new tech/packages, ask: "Plan uses {lib}. Were alternatives evaluated? Confirm choice or research more?"
### Step 5: Document Answers
Add `## Validation Summary` to `plan.md`:
```markdown
## Validation Summary
**Validated:** {date}
**Questions asked:** {count}
### Applicability
- **Branch:** DECOMPOSITION-EMBEDDED | EXPLICIT-ROADMAP | FRAMEWORK-LIBRARY | EXEMPT | BLOCKED
- **Owning artifact / roadmap:** `{paths}` or `NOT APPLICABLE — embedded/framework/EXEMPT`
- **Slice / milestone / technical outcome:** `{ID and outcome}`
- **Scope handoff / scenarios:** `{paths or conditional N/A}`
- **Plan Gate:** DECOMPOSITION-EMBEDDED | READY | FRAMEWORK-LIBRARY | EXEMPT | BLOCKED
- **Human approval:** APPROVED | REQUIRED
### Confirmed Decisions
- {decision 1}: {user choice}
- {decision 2}: {user choice}
### Action Items
- [ ] {changes needed based on answers}
```
NEVER modify phase files — only document what needs updating.
## Output
After validation:
- Questions asked count
- Key decisions confirmed
- Items flagged for plan revision
- Recommendation: proceed to implementation OR revise plan first
## Next Steps
**MANDATORY IMPORTANT MUST ATTENTION — NO EXCEPTIONS** after completing, use ask the user directly to present:
- **"$feature-implement (Recommended)"** — Begin implementation with validated plan
- **"$refine"** — If plan needs PBI refinement first
- **"Skip, continue manually"** — User decides
---
> **[BLOCKING]** MUST ATTENTION use ask the user directly to interview user. Completing without asking ≥1 question = violation.
> **[IMPORTANT]** Use task tracking to break ALL work into small tasks BEFORE starting — including tasks for each file read. For simple tasks, AI MUST ATTENTION ask user whether to skip.
> **External Memory:** Complex/lengthy work → write findings + results to `plans/reports/` — prevents context loss.
> **Evidence Gate:** MANDATORY IMPORTANT MUST ATTENTION — every claim requires `file:line` proof or traced evidence with confidence % (>80% act, <80% verify first).
<!-- 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: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 `$sequential-thinking` skill (`.claude/skills/sequential-thinking/SKILL.md`) for worked examples (API design, debugging, architecture), advanced techniques (spiral refinement, hypothesis testing, convergence), and meta-strategies (uncertainty handling, revision cascades).
<!-- /SYNC:sequential-thinking-protocol -->
<!-- SYNC:project-reference-docs-guide -->
> **Project Reference Docs Gate (static JIT)** — Run after task-tracking bootstrap and immediately before target/source file reads, grep, edits, tests, or analysis. Project docs override generic framework assumptions; hooks may remind or accelerate this gate, but never prove that it ran.
>
> 1. Identify scope: file types, domain area, and operation.
> 2. **Read `docs/project-config.json` first — the project's machine-readable map.** It is the single source of truth for THIS repo (modules/paths, framework + search keywords, test/E2E/integration run-commands, design system, architecture rules, workflow patterns); ground exact paths, run-commands, and conventions on it **before investigating, planning, or coding** — never assume framework defaults (`CLAUDE.md` + reference docs are derived from it). If it — or the docs index, `lessons.md`, `CLAUDE.md`, `AGENTS.md`, or any required reference doc — is missing or stale, auto-run `$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: ...`. After compaction, resume, delegation, or a material context change, repeat the route and restate the set; prior conversation and hook output are not proof of current loading.
>
> **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:plan-quality -->
> **Plan Quality** — Every plan phase MUST ATTENTION include test specifications.
>
> 1. Add `## Test Specifications` section with TC-{FEATURE}-{NNN} IDs to every phase file
> 2. Map every functional requirement to ≥1 TC (or explicit `TBD` with rationale)
> 3. TC IDs follow `TC-{FEATURE}-{NNN}` format — reference by ID, never embed full content
> 4. Before any new workflow step: call the current task list and re-read the phase file
> 5. On context compaction: call the current task list FIRST — never create duplicate tasks
> 6. Verify TC satisfaction per phase before marking complete (evidence must be `file:line`, not TBD)
> 7. **Purpose-oriented naming:** For every planned public or cross-layer contract, port, interface, module, or adapter, name the consumer-visible capability or domain purpose; keep provider, framework, and transport names in concrete implementations (`IStorage`/`Storage` → `AzureBlobStorage`). — why: a contract name should survive an implementation swap.
> 8. **Contract-fit gate:** Check the proposed name against its callers and all implementations; use a narrower purpose name when a broad name overpromises (`IObjectStore` or `DocumentStore` instead of `IStorage` when the behavior is narrower). — why: abstraction names must describe the actual contract, not hide a mismatch.
> 9. **No speculative abstraction:** Plan an interface or port only when a real boundary, substitution need, or multiple meaningful implementations justifies it; keep a concrete type when it is the honest contract. — why: an unnecessary abstraction adds indirection and a second name without reducing change cost.
> 10. **Language convention:** Preserve the repository's naming syntax (`I` prefix where the language/project uses it); never force `I` or `Interface` markers across languages. — why: semantic purpose is portable, syntax is not.
> 11. **Foundation obligations — when the plan CREATES or CHANGES how the project is built, run, tested, or checked** (build or CI configuration, test harness, containerization, toolchain/dependency management, module boundaries, quality tooling): run `SYNC:engineering-foundation-gate` — its seven dimensions F1-F7, the four profile axes and the warranting matrix are in `.claude/docs/engineering-foundation-catalog.md`, which the plan reads directly when no carrier of that gate ran upstream — and carry every dimension it marks warranted into the plan as an **explicit phase with acceptance criteria** — never as an assumption that someone handles it later. Record each dimension deliberately skipped, with the reason. — why: a plan that stands up a foundation and silently omits a warranted dimension makes that omission permanent and invisible; foundations cost near nothing at creation and a great deal to retrofit.
>
> **Mode:** TDD-first → reference existing TCs with `Evidence: TBD`. Implement-first → use TBD → `$spec [mode=tests]` fills after.
<!-- /SYNC:plan-quality -->
<!-- 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: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: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:plan-quality:reminder -->
**IMPORTANT MUST ATTENTION** include `## Test Specifications` with TC IDs per phase. Call the current task list before creating new tasks.
<!-- /SYNC:plan-quality: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: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** Load detail just in time immediately before the first target read/grep/edit/test; hooks may provide a pointer, but a hook event or prior turn is never evidence that the current files were 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. On compaction, resume, delegation, or a context change, re-read the required docs and restate the route before continuing.
<!-- /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 -->
<!-- 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: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:** Force every assumption-laden plan decision and every preservation-critical behavior through explicit user confirmation BEFORE implementation — by interviewing the user with critical questions that validate assumptions and surface issues — so no unstated assumption silently reaches code.
**IMPORTANT MUST ATTENTION Main steps:** detect plan type → resolve the plan and applicability gate → read plan/phase files → extract decision topics → ask bounded user questions → document confirmed answers → offer implement/refine/skip.
**IMPORTANT MUST ATTENTION Applicability:** validate the embedded decomposition/slice evidence, explicit roadmap milestone chain, framework technical evidence, or EXEMPT reason/owner plus non-goals, definitions, scenario proof where applicable, skeleton/commands, redacted evidence, and human approval before offering implementation; unresolved intent or evidence is BLOCKED.
**Protocols in force (concise digest of the SYNC/shared blocks this skill carries):**
- **Nested Task Creation:** child skill still creates visible phase tasks; link parent when nested.
- **Task Tracking & External Report:** bootstrap task breakdown first; persist findings incrementally to `plans/reports/`.
- **Critical Thinking:** MUST ATTENTION apply critical + sequential thinking; cite proof; confidence >80% to act.
- **Sequential Thinking:** structured multi-step Thought N/M with REVISION/BRANCH/HYPOTHESIS markers and confidence closer.
- **Project Reference Docs:** read required project-reference docs before target work; always include `lessons.md`.
- **Understand Code First:** MUST ATTENTION read code and grep 3+ patterns before any modification.
- **Plan Quality:** include `## Test Specifications` with TC-{FEATURE}-{NNN} IDs per phase.
- **Cross-Service Check:** scan producers, consumers, sagas, contracts; flag breaking-change risk.
- **AI Mistake Prevention:** verify generated content against evidence, trace downstream references, verify all affected outputs, re-read after context loss, surface ambiguity.
**IMPORTANT MUST ATTENTION** run the main steps IN ORDER — Phase 0 Detect Plan Type → resolve plan path → load `mode` + `questions` range → Phase 0.5 Product Readiness / Plan Gate → Step 1 Read `plan.md` + all `phase-*.md` (flag decisions/assumptions/risks/tradeoffs) → Step 2 Extract topics (9 categories) → Step 3 Generate questions (2-4 options each) → Step 4 Interview by asking the user directly (≤4 per call) → Step 5 Document answers → offer implement/refine/skip — why: the pipeline IS the work; never collapse or skip a step from memory
**IMPORTANT MUST ATTENTION** validate decisions with the user by asking the user directly — NEVER auto-decide or self-answer; completing without ≥1 question is a protocol violation — why: the user owns every assumption-laden choice, not the agent
**IMPORTANT MUST ATTENTION** detect plan type FIRST (Phase 0) BEFORE generating questions — bugfix keywords (fix, bug, regression, broken, defect) make the Preservation question BLOCKING, never skipped — why: detection drives which categories fire and the Preservation gate
**IMPORTANT MUST ATTENTION** NEVER modify phase files — persist results by adding ONLY a `## Validation Summary` (confirmed decisions + action items) to `plan.md` — why: phase files are the plan's source of truth and validation is a read-then-annotate pass
- **MANDATORY IMPORTANT MUST ATTENTION** break work into small todo tasks using task tracking BEFORE starting (including a task per file read); call the current task list first on context loss, never duplicate — why: resume existing tasks rather than re-plan after compaction
- **MANDATORY IMPORTANT MUST ATTENTION** honor the `questions` MIN-MAX range and `mode` from `## Plan Context` as hard constraints; give 2-4 concrete options per question, never go below min — why: the interview budget is configured, not improvised
- **MANDATORY IMPORTANT MUST ATTENTION** treat the Preservation "Unsure" answer as BLOCKED → return BLOCKED status and route to `$plan` preservation analysis before any implementation — why: an unverified preserved-correctness invariant is a silent regression risk
- **MANDATORY IMPORTANT MUST ATTENTION** if the plan introduces new tech/packages, probe whether alternatives were evaluated before accepting the choice — why: unevaluated dependency choices raise future change cost
- **MANDATORY IMPORTANT MUST ATTENTION** cite `file:line` proof or traced evidence with confidence % for every claim (>80% act, <80% verify first); admit uncertainty rather than present a guess as fact — why: speculation drives wrong validation questions
- **MANDATORY IMPORTANT MUST ATTENTION** search 3+ existing patterns and read the plan + phase files BEFORE generating questions — match the codebase's local conventions over generic framework defaults — why: questions grounded in actual code surface real decisions, not invented ones
- **MANDATORY IMPORTANT MUST ATTENTION** apply the Easy-to-Change lens before any rule below — flag decisions that raise future change cost (coupling, hidden state, duplicated knowledge, unclear intent, irreversible early choices)
- **MANDATORY IMPORTANT MUST ATTENTION** add a final review task to verify work quality
**Anti-Rationalization:**
| Evasion | Rebuttal |
| ---------------------------------- | ------------------------------------------------------------------- |
| "Plan is simple, skip validation" | Simple plans still have implicit decisions. Apply anyway. |
| "Already know the answers" | Show user responses as proof. No responses = no validation. |
| "Preservation doesn't apply here" | If title has fix/bug/regression/broken/defect → ALWAYS applies. |
| "Phase 0 not needed" | Detection drives the Preservation gate. NEVER skip. |
| "Only ask a few questions" | Use the `questions` range from Plan Context. Never go below min. |
| "I'll just answer for the user" | ask the user directly is mandatory. Self-answer = no validation. |
| "New library is obviously fine" | Probe whether alternatives were evaluated before accepting it. |
| "I'll edit the phase files inline" | NEVER. Add only a `## Validation Summary` to `plan.md`. |
**[TASK-PLANNING]** Before acting, analyze task scope and systematically break it into small todo tasks and sub-tasks using task tracking.
**IMPORTANT MUST ATTENTION** detect plan type (Phase 0) FIRST — bugfix keywords make Preservation BLOCKING.
**IMPORTANT MUST ATTENTION** validate with the user by asking the user directly — NEVER auto-decide.
**IMPORTANT MUST ATTENTION** NEVER modify phase files — add only a `## Validation Summary` to `plan.md`.
---
> **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.
<!-- CODEX:SYNC-PROMPT-PROTOCOLS:START -->
## Static 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` (legacy filename; static protocol composer)
## [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 immediately before the first target read, grep, edit, test, or analysis. 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 `$scan --target=<key>`) before ordinary project-specific work. After compaction, resume, delegation, or a material context change, re-read the required docs and state `Reference docs read: ... | Not applicable: ...`; a hook reminder or prior conversation is not proof that the files are loaded. Any supported AI tool may execute when this shared context and local docs are available.
1. **DETECT:** If the prompt starts with an explicit slash skill/workflow command, execute it directly. Otherwise match the prompt against the workflow catalog and skill list.
2. **ANALYZE:** Choose the best option: execute directly, invoke a skill, activate a standard workflow, or compose a custom step combination.
3. **AUTO-SELECT:** Pick the best option yourself. Do not ask the user to choose between direct execution, skill, standard workflow, or custom workflow.
4. **ACTIVATE:** For a selected workflow, call `$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.
<!-- CODEX:SYNC-PROMPT-PROTOCOLS:END -->
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