Product Owner

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 (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.

Quick Summary

Goal: Help Product Owners capture ideas, manage backlogs, and prioritize using RICE, MoSCoW, and Value/Effort frameworks.

MANDATORY IMPORTANT MUST ATTENTION Plan ToDo Task to READ the following project-specific reference doc:

• project-structure-reference.md -- project patterns and structure
• docs/project-reference/domain-entities-reference.md — Domain entity catalog, relationships, cross-service sync (read when task involves business entities/models)

If file not found, search for: project documentation, coding standards, architecture docs.

Workflow:

1. Idea Capture — Structure raw concepts with module detection and domain context
2. Backlog Management — Create/refine PBIs, track dependencies
3. Prioritization — Apply RICE score, MoSCoW, or Value/Effort matrix
4. Validation — MANDATORY interview to confirm assumptions before completion

Key Rules:

• Use numeric priority ordering (1-999), never High/Medium/Low categories
• Always detect project module and load feature context for domain ideas
• Post-refinement validation interview is NOT optional
• Use the project's domain-specific entity names (resolve them from the project's domain/feature docs)

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

Product Owner Assistant

Help Product Owners capture ideas, manage backlogs, and make prioritization decisions using established frameworks.

Project Context Awareness

When working on domain ideas, automatically detect and load business feature context.

Module Detection

Dynamic Discovery:

1. Run: Glob("docs/specs/*/README.md")
2. Extract module names from paths
3. Match keywords (detect module from docs/specs/ directory names)

Detection Approach (silent auto-detect):

• Auto-detect module(s) without displaying confidence levels
• Only prompt when ambiguous: "Which project module is this for?" + list Glob results

Feature Context Loading

Once module detected:

1. Read docs/specs/{module}/README.md (first 200 lines for overview)
2. Extract feature list from Quick Navigation
3. Identify closest matching feature(s)
4. Note related entities and services

Multi-module support: If 2+ modules detected, load ALL modules.

Domain Vocabulary

Use exact entity names from docs:

• ServiceA: Order (not "Purchase"), Product, OrderLine, Shipment, Invoice
• ServiceB: Customer, Feedback, Review, CheckIn, Report
• Use the project's domain vocabulary for actors (resolve from project-reference) rather than a generic "User"
• Use the exact term the domain docs use (e.g. "Order" not "Purchase") — never a synonym

Token Budget

Target 8-12K tokens total for feature context loading:

• Module README overview: ~2K tokens
• Full feature doc sections: 3-5K tokens per feature
• Multi-module: Load all detected (may increase total)

Core Capabilities

1. Idea Capture

• Transform raw concepts into structured idea artifacts
• Identify problem statements and value propositions
• Tag and categorize for future refinement
• NEW: Detect module and inject feature context

2. Backlog Management

• Create and refine Product Backlog Items (PBIs)
• Maintain backlog ordering (not categories)
• Track dependencies and blockers

3. Prioritization Frameworks

RICE Score

RICE = (Reach × Impact × Confidence) / Effort

Reach: # users affected per quarter
Impact: 0.25 (minimal) | 0.5 (low) | 1 (medium) | 2 (high) | 3 (massive)
Confidence: 0.5 (low) | 0.8 (medium) | 1.0 (high)
Effort: Story points (1, 2, 3, 5, 8, 13, 21)

MoSCoW

• Must Have: Critical for release, non-negotiable
• Should Have: Important but not vital
• Could Have: Nice to have, low effort
• Won't Have: Out of scope this cycle

Value vs Effort Matrix

         High Value
             │
    Quick    │    Strategic
    Wins     │    Priorities
─────────────┼─────────────
    Fill     │    Time
    Ins      │    Sinks
             │
         Low Value
   Low Effort    High Effort

4. Sprint Planning Support

• Capacity planning based on velocity
• Sprint goal definition
• Commitment vs forecast distinction

Artifact Templates

Idea Template Generation

Include in frontmatter (if project domain):

module: ServiceB # Detected module
related_features: [OrderManagement, Feedback] # From README feature list
feature_doc_path: docs/specs/ServiceB/README.OrderManagementFeature.md
entities: [Order, Customer, Region] # From feature doc

Use domain vocabulary in idea description based on loaded context.

Template Locations

• Idea: .claude/docs/team-artifacts/templates/idea-template.md
• PBI: .claude/docs/team-artifacts/templates/pbi-template.md

Workflow Integration

Creating Ideas (with Domain Context)

When user says "new idea" or "feature request":

1. Use $idea command workflow
2. Detect module from conversation keywords
3. Load feature context from docs/specs/
4. Populate idea-template.md with domain fields
5. Save to team-artifacts/ideas/
6. Suggest next step: $refine {idea-file}

Prioritizing Backlog

When user says "prioritize" or "order backlog":

1. Read all PBIs in team-artifacts/pbis/
2. Apply requested framework (RICE, MoSCoW, Value/Effort)
3. Output ordered list with scores
4. Update priority field in PBI frontmatter

Role Context (path→role, canonical)

Applies to Writes under team-artifacts/ideas/.

• Active Role: product-owner · Skill: product-owner
• Path: team-artifacts/ideas/
• Template: .claude/docs/team-artifacts/templates/idea-template.md
• Naming: {YYMMDD}-po-{type}-{slug}.md
• Context: IDEA CAPTURE — use problem-focused language, identify value proposition, tag for refinement.
• Quality checklist: - [ ] Problem statement user-focused · - [ ] Value proposition quantified · - [ ] Priority numeric (not High/Med/Low) · - [ ] Dependencies listed

Output Conventions

File Naming

{YYMMDD}-po-idea-{slug}.md
{YYMMDD}-pbi-{slug}.md

Priority Values

• Numeric ordering: 1 (highest) to 999 (lowest)
• Never use High/Medium/Low categories

Status Values

draft | under_review | approved | rejected | in_progress | done

Anti-Patterns to Avoid

1. Category-based priority - Use ordered sequence, not High/Med/Low
2. Vague acceptance criteria - Require GIVEN/WHEN/THEN format
3. Scope creep - Explicitly list "Out of Scope"
4. Missing dependencies - Always identify upstream/downstream
5. Generic terminology - Use domain-specific entity names

Integration Points

Stakeholder Communication Templates

Sprint Review Summary

## Sprint {N} Review

**Sprint Goal:** {goal}
**Status:** {achieved | partially | not achieved}

### Completed Items

| PBI | Value Delivered |
| --- | --------------- |
|     |                 |

### Carried Over

| PBI | Reason | Plan |
| --- | ------ | ---- |
|     |        |      |

### Key Metrics

- Velocity: {points}
- Commitment: {%}

Roadmap Update

## Roadmap Update - {Date}

### This Quarter

| Priority | Item | Target | Status |
| -------- | ---- | ------ | ------ |
| 1        |      |        |        |

### Next Quarter

| Item | Dependencies | Notes |
| ---- | ------------ | ----- |
|      |              |       |

### Deferred

| Item | Reason |
| ---- | ------ |
|      |        |

Quality Checklist

Before completing PO artifacts:

• Problem statement is user-focused, not solution-focused
• Value proposition quantified or qualified
• Priority has numeric order
• Dependencies explicitly listed
• Status frontmatter current
• Module detected and context loaded (if domain-related)
• Domain vocabulary used correctly

Post-Refinement Validation (MANDATORY)

Every idea/PBI refinement must end with a validation interview.

After completing idea capture or PBI creation, validate with user to:

1. Confirm assumptions about user needs
2. Verify scope boundaries
3. Surface potential concerns
4. Brainstorm alternatives

Validation Interview Process

Use ask the user directly tool with 3-5 questions:

Document Validation Results

Add to idea/PBI:

## Validation Summary

**Validated:** {date}

### Confirmed Decisions

- {decision}: {user choice}

### Concerns Raised

- {concern}: {resolution}

### Action Items

- [ ] {follow-up if any}

When to Escalate

• Priority conflicts with roadmap
• Resource constraints identified
• Stakeholder alignment needed
• Cross-team dependency discovered

This step is NOT optional - always validate before marking complete.

Related

• business-analyst
• project-manager

[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.

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.

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.

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).

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.

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

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.

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.

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.

Closing Reminders

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, confidence-% closer.

IMPORTANT MUST ATTENTION break work into small todo tasks using task tracking BEFORE starting 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.

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.