Session Template

Session Template Applier

⚠️ MANDATORY: Read Project Documentation First

BEFORE applying session templates, you MUST read and understand the following project documentation:

Core Project Documentation

1. README.md - Project overview, features, and getting started
2. AI_DOCS/project-context.md - Tech stack, architecture, development workflow
3. AI_DOCS/code-conventions.md - Code style, formatting, best practices
4. AI_DOCS/tdd-workflow.md - TDD process, testing standards, coverage requirements

Session Context (if available)

5. .ai-context/ACTIVE_TASKS.md - Current tasks and priorities
6. .ai-context/CONVENTIONS.md - Project-specific conventions
7. .ai-context/RECENT_DECISIONS.md - Recent architectural decisions
8. .ai-context/LAST_SESSION_SUMMARY.md - Previous session summary

Additional AI Documentation

9. AI_DOCS/ai-tools.md - Session management workflow (CRITICAL for this skill)
10. AI_DOCS/ai-skills.md - Other specialized skills/agents available

Why This Matters

• Workflow Integration: Understand how ai-update-plan fits into session management
• Template Selection: Choose appropriate template based on project patterns
• Customization: Adapt templates to match project-specific requirements
• Task Context: Consider active tasks and recent decisions when planning

After reading these files, proceed with your template application task below.

Overview

Automatically apply task-specific planning templates to AI sessions, customizing generic steps with task-specific details.

When to Use

• Starting a new AI session with ai-start-task
• Need structured plan for common task types
• Want to ensure all important steps are included
• Standardizing workflow across team
• Complex tasks needing comprehensive planning

Available Templates

1. Feature Development (feature)

For adding new functionality

2. Bug Fix (bugfix)

For fixing existing issues

3. Refactoring (refactor)

For code improvement without behavior changes

4. Documentation (documentation)

For doc updates and improvements

5. Security Fix (security)

For security vulnerabilities and hardening

Usage Examples

Apply Template at Session Start

# Start session with feature template
apply feature development template for "Add OAuth2 authentication"

Output: Creates session with:

• Research & design phase
• TDD test-writing phase
• Implementation phase
• Security review phase
• Documentation phase

Apply Template to Existing Session

# Mid-session, realize you need structured plan
apply refactoring template for current session

Custom Template Selection

# Let skill analyze task and choose template
suggest template for "Fix memory leak in data processor"
# → Skill suggests: "bugfix" template

Template Structures

Feature Template

File: templates/feature.md

### Phase 1: Research & Design
- [ ] Review related code in the codebase
- [ ] Identify integration points
- [ ] Design data models and interfaces
- [ ] Document API contracts
- [ ] Consider edge cases and error scenarios

### Phase 2: Write Tests (TDD)
- [ ] Write tests for happy path scenarios
- [ ] Write tests for edge cases
- [ ] Write tests for error handling
- [ ] Write integration tests
- [ ] Ensure tests fail initially (red phase)

### Phase 3: Implementation
- [ ] Implement core functionality
- [ ] Add error handling
- [ ] Add input validation
- [ ] Add logging
- [ ] Run tests - should pass (green phase)

### Phase 4: Refactoring
- [ ] Remove duplication (DRY)
- [ ] Simplify complex logic
- [ ] Improve naming
- [ ] Add type hints where missing
- [ ] Keep tests passing

### Phase 5: Quality Check
- [ ] Run make check (format, lint, test, security)
- [ ] Fix all quality issues
- [ ] Verify coverage ≥ 80%
- [ ] Review with tdd-reviewer agent
- [ ] Apply quality-fixer for auto-fixable issues

### Phase 6: Documentation
- [ ] Update README if user-facing changes
- [ ] Add/update docstrings
- [ ] Update API documentation
- [ ] Add usage examples
- [ ] Document configuration changes

### Phase 7: Final Review
- [ ] Review all changes with git diff
- [ ] Test manually in development
- [ ] Verify all edge cases work
- [ ] Check performance implications
- [ ] Ready for PR/commit

Bugfix Template

File: templates/bugfix.md

### Phase 1: Reproduction
- [ ] Reproduce the bug reliably
- [ ] Document steps to reproduce
- [ ] Identify affected components
- [ ] Check if regression (previously working)
- [ ] Review related issues

### Phase 2: Root Cause Analysis
- [ ] Add debug logging
- [ ] Trace execution flow
- [ ] Identify exact failure point
- [ ] Understand why it fails
- [ ] Document root cause

### Phase 3: Write Reproduction Test (TDD)
- [ ] Write test that reproduces the bug
- [ ] Verify test fails (confirms bug exists)
- [ ] Test should be specific to the bug
- [ ] Include edge cases related to bug
- [ ] Document expected vs actual behavior

### Phase 4: Fix Implementation
- [ ] Implement minimal fix for root cause
- [ ] Avoid over-engineering the fix
- [ ] Add defensive checks if needed
- [ ] Add logging for future debugging
- [ ] Verify test now passes

### Phase 5: Regression Prevention
- [ ] Add tests for related scenarios
- [ ] Check if bug exists elsewhere
- [ ] Add validation to prevent recurrence
- [ ] Update error messages if applicable
- [ ] Document why bug occurred

### Phase 6: Quality & Testing
- [ ] Run full test suite (no regressions)
- [ ] Run make check
- [ ] Verify coverage maintained/improved
- [ ] Test manually with original report steps
- [ ] Check performance not degraded

### Phase 7: Documentation
- [ ] Update changelog
- [ ] Document fix in commit message
- [ ] Add code comments explaining fix
- [ ] Update docs if behavior changed
- [ ] Reference issue number if applicable

Refactoring Template

File: templates/refactor.md

### Phase 1: Establish Safety Net
- [ ] Ensure tests exist for code being refactored
- [ ] Run tests - all must pass (baseline)
- [ ] Run make check - must pass
- [ ] Commit current state (safety checkpoint)
- [ ] Document current behavior

### Phase 2: Identify Improvements
- [ ] Identify code smells (duplication, complexity)
- [ ] Find violations of SOLID principles
- [ ] Look for unclear naming
- [ ] Identify missing abstractions
- [ ] List specific improvements needed

### Phase 3: Plan Refactoring Steps
- [ ] Break into small, safe steps
- [ ] Prioritize by risk/impact
- [ ] Identify dependencies between steps
- [ ] Plan to keep tests green throughout
- [ ] Consider breaking into multiple commits

### Phase 4: Refactor Incrementally
- [ ] Make one small change at a time
- [ ] Run tests after each change
- [ ] Keep tests passing (always green)
- [ ] Commit after each successful step
- [ ] If tests fail, revert and adjust approach

### Phase 5: Improve Design
- [ ] Extract methods/functions
- [ ] Remove duplication (DRY)
- [ ] Improve naming (clarity)
- [ ] Simplify complex conditionals
- [ ] Add type hints for clarity

### Phase 6: Quality Verification
- [ ] Run make check (must pass)
- [ ] Verify no behavior changes
- [ ] Check performance not degraded
- [ ] Review with tdd-reviewer agent
- [ ] Ensure coverage maintained

### Phase 7: Documentation
- [ ] Update docstrings for changed interfaces
- [ ] Add comments for complex logic
- [ ] Document why refactoring was needed
- [ ] Update architecture docs if applicable
- [ ] Record design decisions

Documentation Template

File: templates/documentation.md

### Phase 1: Content Audit
- [ ] Review existing documentation
- [ ] Identify outdated content
- [ ] Find missing documentation
- [ ] Check for broken links
- [ ] Review user feedback/questions

### Phase 2: Content Planning
- [ ] Define documentation scope
- [ ] Identify target audience
- [ ] Plan document structure
- [ ] Prioritize sections to update
- [ ] Gather technical details needed

### Phase 3: Write/Update Content
- [ ] Write clear, concise content
- [ ] Add code examples
- [ ] Include usage scenarios
- [ ] Add diagrams/visuals if helpful
- [ ] Follow documentation style guide

### Phase 4: Code Examples
- [ ] Ensure all code examples work
- [ ] Test code examples actually run
- [ ] Add comments to examples
- [ ] Show both basic and advanced usage
- [ ] Include error handling examples

### Phase 5: Review & Polish
- [ ] Check spelling and grammar
- [ ] Verify technical accuracy
- [ ] Ensure consistent terminology
- [ ] Check formatting and layout
- [ ] Validate all links work

### Phase 6: Sync with Code
- [ ] Update docstrings in code
- [ ] Ensure API docs match implementation
- [ ] Update type hints documentation
- [ ] Sync version numbers
- [ ] Update changelog

### Phase 7: Validation
- [ ] Have someone else review
- [ ] Test following docs from scratch
- [ ] Verify examples in clean environment
- [ ] Check docs render correctly
- [ ] Update AI_DOCS if relevant

Security Fix Template

File: templates/security.md

### Phase 1: Vulnerability Assessment
- [ ] Understand the security issue
- [ ] Assess severity and impact
- [ ] Identify affected versions
- [ ] Check if actively exploited
- [ ] Review security advisories

### Phase 2: Impact Analysis
- [ ] Identify all affected code paths
- [ ] Determine data exposure risk
- [ ] Check for similar issues elsewhere
- [ ] Assess authentication/authorization impact
- [ ] Review compliance implications

### Phase 3: Security Test (TDD)
- [ ] Write test demonstrating vulnerability
- [ ] Test should fail (exploits vulnerability)
- [ ] Test common attack vectors
- [ ] Test boundary conditions
- [ ] Document attack scenarios

### Phase 4: Implement Fix
- [ ] Apply principle of least privilege
- [ ] Use secure coding practices
- [ ] Validate all inputs
- [ ] Sanitize outputs
- [ ] Add rate limiting if applicable

### Phase 5: Security Hardening
- [ ] Add additional security checks
- [ ] Implement defense in depth
- [ ] Add security logging
- [ ] Update authentication/authorization
- [ ] Review encryption/hashing

### Phase 6: Security Testing
- [ ] Run security scan (Bandit)
- [ ] Test with malicious inputs
- [ ] Verify authentication works
- [ ] Test authorization boundaries
- [ ] Check for information disclosure

### Phase 7: Security Review
- [ ] Review with security-focused perspective
- [ ] Check OWASP Top 10 compliance
- [ ] Verify no new vulnerabilities introduced
- [ ] Test error messages don't leak info
- [ ] Document security measures

### Phase 8: Quality & Documentation
- [ ] Run make check
- [ ] Update security documentation
- [ ] Add security comments in code
- [ ] Document security assumptions
- [ ] Plan coordinated disclosure if needed

How It Works

Step 1: Analyze Task Description

Extract keywords to determine task type:

Feature indicators:

• "add", "implement", "create", "build", "new"
• "feature", "functionality", "capability"

Bugfix indicators:

• "fix", "bug", "issue", "error", "broken"
• "crash", "fail", "regression"

Refactor indicators:

• "refactor", "improve", "clean up", "reorganize"
• "simplify", "optimize", "restructure"

Documentation indicators:

• "document", "docs", "README", "guide"
• "explain", "describe", "instructions"

Security indicators:

• "security", "vulnerability", "exploit", "CVE"
• "authentication", "authorization", "XSS", "SQL injection"

Step 2: Load Template

Read appropriate template from templates/ directory:

# Load template file
template_file=".claude/skills/session-template/templates/${template_type}.md"
cat "$template_file"

Step 3: Customize Template

Customize generic steps with task-specific details:

# Generic template:
- [ ] Review related code in the codebase

# Customized for "Add OAuth2 authentication":
- [ ] Review related authentication code for OAuth2 integration

Step 4: Apply to Session

Use ai-update-plan to add items to the current session:

# Add each phase item to plan
uv run ai-update-plan --add "Review related authentication code" --phase "Phase 1"
uv run ai-update-plan --add "Identify OAuth2 provider integration" --phase "Phase 1"
# ... etc

Step 5: Display Plan

Show the complete plan with progress tracking:

uv run ai-update-plan --show

Integration with ai-update-plan

This skill leverages ai-update-plan features:

Add Items by Phase

# Add to specific phase
uv run ai-update-plan --add "Write OAuth2 tests" --phase "Phase 2"

Customize After Application

# Rename generic item to specific
uv run ai-update-plan --rename "Review related code" \
  --to "Review existing OAuth implementation"

# Remove irrelevant items
uv run ai-update-plan --remove "Add diagrams/visuals"

Track Progress

# Check off completed items
uv run ai-update-plan "Review related authentication code"

# Show progress
uv run ai-update-plan --show

Customization Guide

Creating Custom Templates

1. Create new template file in templates/
2. Follow standard phase structure
3. Use checkbox format - [ ]
4. Group related items in phases
5. Include all quality gates

Example custom template:

### Phase 1: API Design
- [ ] Define API endpoints
- [ ] Document request/response formats
- [ ] Choose authentication method
- [ ] Plan rate limiting strategy

### Phase 2: Implementation (TDD)
- [ ] Write API endpoint tests
- [ ] Implement endpoints
- [ ] Add validation middleware
- [ ] Add error handling

### Phase 3: Integration
- [ ] Test with client application
- [ ] Update API documentation
- [ ] Add usage examples
- [ ] Deploy to staging

Template Variables

Templates can include placeholders:

- [ ] Review {module_name} module
- [ ] Test {function_name} with various inputs
- [ ] Update {doc_file} documentation

Skill will replace these based on task description analysis.

Output Format

After applying template:

## Session Template Applied: Feature Development

**Template:** feature.md
**Task:** Add OAuth2 authentication
**Items Added:** 28

### Plan Structure:
- Phase 1: Research & Design (5 items)
- Phase 2: Write Tests (5 items)
- Phase 3: Implementation (5 items)
- Phase 4: Refactoring (5 items)
- Phase 5: Quality Check (4 items)
- Phase 6: Documentation (3 items)
- Phase 7: Final Review (5 items)

### Customizations Applied:
- Replaced "Review related code" → "Review existing authentication for OAuth2"
- Added "Research OAuth2 providers (Google, GitHub, Auth0)"
- Added "Test token refresh mechanism"
- Removed generic placeholder items

### View Your Plan:
```bash
uv run ai-update-plan --show

Start Working:

Begin with Phase 1, checking off items as you complete them:

uv run ai-update-plan "Review existing authentication for OAuth2"

Customize Plan:

Add task-specific items:

uv run ai-update-plan --add "Test SSO integration" --phase "Phase 2"

Remove irrelevant items:

uv run ai-update-plan --remove "Generic item"

## Best Practices

1. **Apply template early** - Start session with template for comprehensive planning
2. **Customize immediately** - Adjust generic items to be specific to your task
3. **Remove irrelevant steps** - Don't keep items that don't apply
4. **Add missing steps** - Template is starting point, not gospel
5. **Track progress** - Check off items as you complete them
6. **Update as you learn** - Adjust plan based on discoveries

## Template Selection Guide

**Use "feature" when:**
- Adding new user-facing functionality
- Building new API endpoints
- Creating new modules/components
- Adding new configuration options

**Use "bugfix" when:**
- Fixing reported issues
- Resolving test failures
- Addressing regressions
- Patching security vulnerabilities (minor)

**Use "refactor" when:**
- Improving code structure
- Reducing complexity
- Removing duplication
- Modernizing code patterns

**Use "documentation" when:**
- Updating README
- Writing API docs
- Creating usage guides
- Improving code comments

**Use "security" when:**
- Fixing CVEs
- Hardening authentication
- Addressing OWASP issues
- Implementing security features

## Advanced Features

### Multi-Template Application

For complex tasks, combine templates:

```bash
# Security fix that needs refactoring
apply security template
# Then add refactoring items:
uv run ai-update-plan --add "Refactor auth module for clarity" --phase "Phase 9"

Template Inheritance

Create specialized templates that extend base templates:

<!-- templates/api-feature.md -->
<!-- Extends feature.md with API-specific items -->

### Phase 1: API Research & Design
- [ ] Review related API endpoints
- [ ] Define OpenAPI/Swagger spec
- [ ] Plan versioning strategy
- [ ] Design request/response schemas
- [ ] Plan rate limiting

[... rest of feature template ...]

Conditional Sections

Templates can include conditional guidance:

### Phase X: Database Changes (if applicable)
- [ ] Design schema changes
- [ ] Write migration scripts
- [ ] Test migration rollback
- [ ] Update ORM models

*Skip this phase if no database changes needed*

Integration with Other Tools

With ai-start-task

# Start session and apply template atomically
uv run ai-start-task "Add OAuth2 authentication" --template=feature

With TDD Reviewer

Template includes TDD-specific phases:

• Phase 2: Write Tests (TDD)
• Phase 5: Quality Check (includes tdd-reviewer)

With Quality Enforcer

Template includes quality gates:

• Phase 5: Quality Check (make check)
• Phase 7: Final Review (quality verification)

Remember

Templates are starting points, not rigid requirements:

• Customize for your specific task
• Add missing items unique to your situation
• Remove items that don't apply
• Adjust phases as you learn more

The goal is structured flexibility - enough structure to ensure quality, enough flexibility to adapt to reality.