# Problem Solving

> [Utilities] Use when applying structured problem-solving frameworks to complex, blocked, recurring, or uncertain decisions.

- Skill: `duc01226/problem-solving` (Agent Skill, multi-file: 8 files)
- Install (CLI): `npx skillmds@latest add duc01226/problem-solving`
- Raw SKILL.md: https://api.skillmd.com/api/skills/duc01226/problem-solving/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- Author: duc01226 (https://skillmd.com/u/duc01226)
- Updated: 2026-09-09
- Page: https://skillmd.com/skills/duc01226/problem-solving

---


> 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 -->

## Quick Summary

**Goal:** Apply systematic problem-solving techniques matched to specific types of stuck-ness.

**Workflow:**

1. **Identify Stuck-Type** — Match symptom to technique (complexity, innovation block, recurring pattern, assumption, scale)
2. **Load Reference** — Read detailed technique guide from `references/`
3. **Apply Systematically** — Follow technique process; combine techniques if needed
4. **Document Insights** — Record what worked/failed for future reference

**Key Rules:**

- Match symptom to technique: complexity spirals = Simplification Cascades, innovation blocks = Collision-Zone Thinking
- Multiple techniques can be combined (e.g., Simplification + Meta-pattern)
- "This problem is unique" is almost always wrong; look for meta-patterns

**Be skeptical. Apply critical thinking, sequential thinking. Every claim needs traced proof, confidence percentages (Idea should be more than 80%).**

# Problem-Solving Techniques

Systematic approaches for different types of stuck-ness. Each technique targets specific problem patterns.

## When to Use

Apply when encountering:

- **Complexity spiraling** - Multiple implementations, growing special cases, excessive branching
- **Innovation blocks** - Conventional solutions inadequate, need breakthrough thinking
- **Recurring patterns** - Same issue across domains, reinventing solutions
- **Assumption constraints** - Forced into "only way", can't question premise
- **Scale uncertainty** - Production readiness unclear, edge cases unknown
- **General stuck-ness** - Unsure which technique applies

## Quick Dispatch

**Match symptom to technique:**

| Stuck Symptom                                         | Technique                    | Reference                                |
| ----------------------------------------------------- | ---------------------------- | ---------------------------------------- |
| Same thing implemented 5+ ways, growing special cases | **Simplification Cascades**  | `references/simplification-cascades.md`  |
| Conventional solutions inadequate, need breakthrough  | **Collision-Zone Thinking**  | `references/collision-zone-thinking.md`  |
| Same issue in different places, reinventing wheels    | **Meta-Pattern Recognition** | `references/meta-pattern-recognition.md` |
| Solution feels forced, "must be done this way"        | **Inversion Exercise**       | `references/inversion-exercise.md`       |
| Will this work at production? Edge cases unclear?     | **Scale Game**               | `references/scale-game.md`               |
| Unsure which technique to use                         | **When Stuck**               | `references/when-stuck.md`               |

## Core Techniques

### 1. Simplification Cascades

Find one insight eliminating multiple components. "If this is true, we don't need X, Y, Z."

**Key insight:** Everything is a special case of one general pattern.

**Red flag:** "Just need to add one more case..." (repeating forever)

### 2. Collision-Zone Thinking

Force unrelated concepts together to discover emergent properties. "What if we treated X like Y?"

**Key insight:** Revolutionary ideas from deliberate metaphor-mixing.

**Red flag:** "I've tried everything in this domain"

### 3. Meta-Pattern Recognition

Spot patterns appearing in 3+ domains to find universal principles.

**Key insight:** Patterns in how patterns emerge reveal reusable abstractions.

**Red flag:** "This problem is unique" (probably not)

### 4. Inversion Exercise

Flip core assumptions to reveal hidden constraints. "What if the opposite were true?"

**Key insight:** Valid inversions reveal context-dependence of "rules."

**Red flag:** "There's only one way to do this"

### 5. Scale Game

Test at extremes (1000x bigger/smaller, instant/year-long) to expose fundamental truths.

**Key insight:** What works at one scale fails at another.

**Red flag:** "Should scale fine" (without testing)

## Application Process

1. **Identify stuck-type** - Match symptom to technique above
2. **Load detailed reference** - Read specific technique from `references/`
3. **Apply systematically** - Follow technique's process
4. **Document insights** - Record what worked/failed
5. **Combine if needed** - Some problems need multiple techniques

## Combining Techniques

Powerful combinations:

- **Simplification + Meta-pattern** - Find pattern, then simplify all instances
- **Collision + Inversion** - Force metaphor, then invert its assumptions
- **Scale + Simplification** - Extremes reveal what to eliminate
- **Meta-pattern + Scale** - Universal patterns tested at extremes

## References

Load detailed guides as needed:

- `references/when-stuck.md` - Dispatch flowchart and decision tree
- `references/simplification-cascades.md` - Cascade detection and extraction
- `references/collision-zone-thinking.md` - Metaphor collision process
- `references/meta-pattern-recognition.md` - Pattern abstraction techniques
- `references/inversion-exercise.md` - Assumption flipping methodology
- `references/scale-game.md` - Extreme testing procedures
- `references/attribution.md` - Source and adaptation notes

---

> **[IMPORTANT]** Use task tracking to break ALL work into small tasks BEFORE starting — including tasks for each file read. This prevents context loss from long files. For simple tasks, AI MUST ATTENTION ask user whether to skip.

<!-- 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: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: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: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** break work into small todo tasks using task tracking BEFORE starting

**MUST ATTENTION Protocols in force (concise digest of the SYNC/shared blocks this skill carries):**

- **AI Mistake Prevention:** verify generated content against evidence, trace downstream references, verify all affected outputs, re-read after context loss, surface ambiguity.
- **Critical Thinking:** traced `file:line` proof per claim; confidence >80% to act, never guess as fact.
- **Sequential Thinking:** multi-step Thought N/M with REVISION/BRANCH/HYPOTHESIS markers and confidence closer.

**IMPORTANT MUST ATTENTION** search codebase for 3+ similar patterns before creating new code
**IMPORTANT MUST ATTENTION** cite `file:line` evidence for every claim (confidence >80% to act)
**IMPORTANT MUST ATTENTION** add a final review todo task to verify work quality

**[TASK-PLANNING]** Before acting, analyze task scope and systematically break it into small todo tasks and sub-tasks using task tracking.

<!-- CODEX:SYNC-PROMPT-PROTOCOLS:START -->

## 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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