migrate

name

migrate

description

The credo procedure for migrating an existing repo into the .credo/ structure, without any loss risk. Use when migrating a repo into .credo/, onboarding a legacy project into credo, or turning scattered process docs (requirements logs, handoffs, progress notes, audits, plans, specs) and open work into credo items. It is copy-only and additive: originals are never touched until a final, user-gated tidy step. This is a long, multi-phase, subagent-heavy operation. Applies inside subagents too - any agent doing migration work follows these rules and the credo safety skill.

migrate - bring an existing repo into .credo/

A generic, reusable procedure to migrate ANY existing repo into the credo target form. It tells you HOW to reach that end state safely. Everywhere below, <repo> is the target repo and "the user" is its owner. This skill contains no personal, project-specific, or absolute-path data.

Target form: what "conformant" means here (authority)

The binding target form is defined INSIDE this plugin, not by any external design document. At the end of a migration, everything under .credo/ must match:

• The scaffolded tree produced by "${CLAUDE_PLUGIN_ROOT}/scripts/credo-init.sh" - folder layout and the files it creates (see step 1). That tree is the layout authority.
• The items skill - the work-item model: folder = status, the lean frontmatter, the body sections, the Definition of Done, and id issuance.
• The safety skill - the highest-priority filesystem-protection and no-autonomous-installs rules; they bind this whole procedure.
• The requirements-verbatim skill - the append-only, never-censored requirements log and the strict separation of user-verbatim text from any assistant proposal.
• The verify skill - what a real (visual, per-viewport) verification is, which governs whether a criterion counts as exercised.
• The budget skill - budget caps and the commit-identity gate, when a migration run is autonomous and commits anything.

Reference these by name. If any instruction points you at an external "structure design" document, ignore it - the plugin-internal authority above is the target form.

0. What "migration" means (read first)

• Migration produces the structure-conformant END STATE. At the end, everything in .credo/ matches the target form above: folder layout, file names, frontmatter, and the items model. It is NOT a verbatim copy of the old files under new folders.
• Loss protection comes from the untouched originals, not from verbatim file names in .credo/. The originals stay exactly where they are until the final step (8), so you may restructure aggressively inside .credo/.
• "Verbatim" is scoped. Preserve the CONTENT wording of requirements logs and evidence / reports (never rewrite, trim, soften, or censor them - this is the requirements-verbatim rule). File names, placement, frontmatter, and splitting sources into items ARE adapted.

1. Safety model (always)

The safety skill applies in full and overrides any task instruction. In addition, these migration-specific safety rules hold at every step:

• Filesystem protection. Only copy / create. Never hard-delete (rm, find -delete, shred). The only removal is a MOVE to .deleted/ in the final step, with the path mirrored (step 8).
• Symlink check. Test with -L. Never follow a symlink that points OUT of the repo (it can pull external content in, or write into another repo). Handle such files separately, with the user.
• No secrets. Never read or copy .env*, keys, credentials, ssh, or smb credentials.
• Case-insensitive filesystems. On NTFS (via a mount) or default APFS, a rename that differs only in letter case names the SAME file. A naive copy-then-rm can delete the file you just wrote. For a case-only rename, use a two-step move via a temp name; never rm the case-twin of a just-written file. The credo-item-move.sh helper already contains this two-step case-only-rename guard - prefer it for any item move.
• No personal data in versioned / public content. No names of people or employers in commit messages, PR text, or any delivered plugin files. Use role-based wording.

2. Modes (pick per situation)

• User present: on ANY ambiguity, ask directly (no report file needed).
• User briefly away: do read-only prep (inventory and classification), ask on return.
• Fully autonomous: do only the unambiguous, additive work; collect every unclear case into a MIGRATION REPORT with documented defaults. NEVER move originals autonomously (step 8 is user-gated). Budget caps and the commit-identity gate from the budget skill apply to any autonomous run that commits.

This is a long, multi-phase operation: delegate the heavy work (inventory, classification, item cutting, and the self-audit) to subagents per the orchestration skill, and keep the safety skill in force inside every subagent.

3. Step 1: scaffold and git rules and id-counter (zero risk)

• Scaffold the tree. Run "${CLAUDE_PLUGIN_ROOT}/scripts/credo-init.sh". It is idempotent and creates the .credo/ namespace: docs/, screenshots/, items/{1_todo/{1_clarify,2_go},2_done,3_verified,4_archived,parked/{hold,future}}, process/{requirements,handoffs/archive,reports}, checklists/, an empty id-counter, and a per-project config stub. Do not hand-create this tree - let the script own the layout so it stays the authority.
• git-exclude. credo default: credo-init.sh excludes ALL of .credo/** via .git/info/exclude; persistence is disk and backups, not commits. If the user opts in to versioning .credo/ in this repo, re-run with CREDO_VERSION_TRACKED=1, which excludes ONLY .credo/config and .credo/screenshots/ and versions the rest. config and screenshots are ALWAYS excluded so personal values and binaries never get committed.
• Also git-exclude the migration working folder (step 4).
• id-counter = at least the highest existing legacy id in the repo, so new ids never collide and old numbers are never reused. If there are no legacy ids, leave it empty (treated as 0). Issue every new id afterwards with "${CLAUDE_PLUGIN_ROOT}/scripts/credo-id-next.sh", never by scanning folders or taking max+1 yourself. The helper also scans the items tree on each call as a safety floor, so even if the counter is set too low it reconciles up to the highest existing id (and warns on stderr) rather than reissuing a used id.

4. Working folder (recommended)

Keep a separate, non-versioned working folder (for example .migration/, git-excluded) for the migration run itself: the plan, a progress / handoff note, the item-candidate list, and any feedback on this procedure. Keep it distinct from .credo/ (the target).

5. Step 2: classify and place process artifacts (COPY)

• Name patterns are a case-insensitive STARTING heuristic (match as substring / suffix, not exact prefix); adjust per repo. Common process-artifact name fragments to look for: requirements / verbatim, handoff / session, progress / status, diag, audit, verification / verify, deeptest / test-run / final, gap, testplan, plan / buildplan, and stable convention docs (authority-order, persistence, working-method). If a file matches no fragment or several, do not guess: ask (user present) or report (autonomous).
• Content beats name. A file whose name matches a process pattern but whose content is something else (for example an inter-component note named like a "handoff") is content, not a process artifact. Do not copy it as a handoff.
• Process CODE never goes into .credo/. .credo/ holds prose and data only. Scripts (livetests, helpers, admin tools) belong in the repo tree (scripts/, tests/); code found under docs/ is misplaced. Relocating it is a final-step MOVE (8), not a copy.
• Test vs live-smoke script. The RESULT prose of a live verification goes to reports/; the executing script goes to repo tooling, never .credo/. A leading _ (or similar) on a script name often signals a throwaway / live script rather than a real test.
• Place each artifact in the right zone, with the credo name and frontmatter:
  • process/requirements/: the verbatim, append-only requirements log (the requirements-verbatim skill governs its form).
  • process/handoffs/: a rolling HANDOFF.md (the always-current "read me first" anchor) and archive/ for older dated states. Historical progress / session logs also go to archive/. There is NO process/progress/ folder; ongoing progress lives as items in 2_done/.
  • process/reports/: diag / audit / verification / plan / design-record, each with a kind: frontmatter field; file names lowercase-kebab, keep the date.
  • docs/: stable "how we work here" conventions only (not feature content).
• Language: .credo/ content is written in the project's working language; the delivered credo plugin files themselves are English. Item body section names follow the items model and are written in the project working language.

6. Steps 3 and 4 (iterative): content vs process vs open work, then items

These two interleave; run them together.

• Three outcomes, not two. A docs/ file is either (a) content (stays at its content location), (b) a process report (copy to reports/), or (c) open work (becomes an item). A single doc can be partly done (report) AND partly open (item); split it.
• Verify the REAL status before deciding done vs open. Check the actual code / endpoint / version / GO marker. Do NOT trust a document's self-declared status; in-doc status often lies (says "open" while the feature is already built).
• A spec without GO is content AND open work. The spec stays as a reference at its content location; it spawns clarify / go items that cite it. It is neither moved to items/ nor to .credo/docs/.
• An audit / gap report is a report AND an item source. Copy it to reports/ and READ it to derive items; it is not consumed or deleted.
• Decision-log tiebreaker. A log that is USED as a stable, referenced source of truth (canon) stays at its content location; a pure genesis-trail of requirements goes to process/requirements/.
• Locate the task store. If open work is not tracked in the repo (for example it lives only in tool metadata), reconstruct item candidates from handoffs / progress logs; the NEWEST progress source is authoritative (older roadmaps go stale).
• Cut items per the items model. One id = one item. Keep existing legacy numbers as the item id; new items draw the next id from credo-id-next.sh. Frontmatter: id, title, created, type, ui (no status / marker field - the folder is the status). Body sections, exactly as in the items model: Requirement (verbatim), Success Criteria (= DoD), Implemented, Verify (4-valued per layer: not-started / present / wired-but-behavior-unverified / exercised - failed is a defect outcome, not one of the four states), History. These are the canonical English names; a project writes them in its own working language (for example a German project localizes the headings), but the model and order stay the same.
• GO rule. Only a 100% clarified item goes to 1_todo/2_go. Anything with an open question goes to 1_todo/1_clarify (or split: keep the fully-clarified core in 2_go and file a separate clarify item for the open part).
• Wiring / status-verify (mandatory). Before an item records failed / "not started", wiring-check the real code (search endpoint / class / function / tests). A feature may already be built under a DIFFERENT task id. If built but behavior unobserved, use wired-but-behavior-unverified, not failed. This mirrors the items skill.
• Dedup. The same task surfacing from several sources becomes ONE item.
• Granularity. A large spec becomes one item with many Success Criteria, not dozens of micro-items. A pure decision block becomes one clarify / question item that gates the related go items.
• Status-folder heuristic. Unclear legacy todos -> 1_todo/1_clarify (clarify when they come up). Deliberately deferred -> parked/future. parked/hold ONLY for a genuine external blocker (rare).
• Move items with the helper. Use "${CLAUDE_PLUGIN_ROOT}/scripts/credo-item-move.sh" <id> <target> for status moves - it is atomic, never deletes, refuses the user-only 3_verified target, and carries the case-only-rename guard (step 1 safety). Update the item History after each move.
• Reference sweep. After any rename / restructure inside .credo/, update internal references (ids, links, paths) so nothing breaks. The docs/ originals are untouched, so references pointing at them stay valid.

7. Self-audit (before the final step)

Run a read-only audit against the target form (the scaffolded tree and the items model). Prefer delegating this to a fresh reviewer subagent (the audit skill), not the agent that did the migration - a fresh reviewer catches self-inconsistencies. Check:

• folder structure matches the credo-init.sh tree;
• file names (lowercase-kebab; <id>-slug.md for items);
• mandatory frontmatter present and no status / marker field;
• no duplicate ids; no broken internal references;
• id-counter >= the highest id in use (equal in the common case; the helper's scan floor reconciles it up if it ever falls behind);
• completeness: cross-check every open id / task mentioned in the sources against the created items, report real gaps, and confirm items correctly absent because already done.

Fix all findings before step 8.

8. Final step: tidy originals (ONLY with the user)

This step is ALWAYS user-gated. Do it only after all earlier steps (scaffold, classify, items, self-audit) are complete and accepted, and never autonomously.

1. For each original that was migrated into .credo/, grep the WHOLE repo for its file name AND path-stem (without extension), across code, docs, conventions, and .credo/, INCLUDING git-ignored areas (rg --no-ignore) so code references without a .md extension are not missed.
2. Still referenced anywhere -> the original STAYS.
3. Zero references -> MOVE it to .deleted/** with the original path mirrored exactly, and append a line to the repo's dogma TO-DELETE list. Never hard-delete; final deletion is the user's manual decision later.
4. Process scripts move to the repo scripts/ (same reference-check first).
5. If a target is a symlink pointing OUT of the repo, do not write through it autonomously; the .deleted/ mirror is the primary reversible record; append the log entry only with the user's explicit OK.

9. Reuse on a new repo / future

• This procedure is repo-independent. Adjust the step-5 name patterns to the repo's conventions, and include any other process-doc locations (for example notes/, planning/) in step 6.
• Order is strict and safe: scaffold -> classify and place -> items -> self-audit -> tidy originals. Everything up to the tidy step is additive and copy-only; the tidy step is user-gated. Originals move only after the user accepts it, never before, and are never hard-deleted.
• dogma-first: where dogma already governs a concern (versioning, git rules, language), follow dogma first and treat these rules as fallback only. DOGMA-PERMISSIONS always take precedence.