spec-compound-refresh

name

spec-compound-refresh

description

Refresh existing learning or pattern docs under docs/solutions/ when they are stale, outdated, overlapping, drifted, inaccurate, or explicitly named for refresh/consolidation against the current codebase. Use for docs/solutions/ refresh/audit/sweep/cleanup/consolidation requests, specific stale solution docs, or a narrow stale-doc hint from spec-compound. Do not use for new learning capture, active debugging, general refactor/migration/code-review work, non-docs/solutions documentation sweeps, transcript archiving, mandatory completion gates, or generated runtime mirror edits.

Compound Refresh

Maintain the quality of docs/solutions/ over time. This workflow reviews existing learnings against the current codebase, then refreshes any derived pattern docs that depend on them.

Workflow Contract Summary

When To Use

Use when learning or pattern docs under docs/solutions/ are stale, overlapping, inaccurate, or explicitly named for refresh/consolidation.

When Not To Use

Do not use for general code refactors, active debugging, ordinary code review, non-docs/solutions/ documentation sweeps, or archiving raw session history.

Inputs

Scope hint or mode:autofix, current codebase evidence, existing solution/pattern docs, inbound links, prior replay refs, and repository instructions.

Outputs

A refresh report plus scoped edits under docs/solutions/: keep, update, consolidate, replace, delete, stale-mark, or recommended actions.

Artifacts

Updated/deleted/replaced learning docs and the final refresh report; no durable replay index or full transcript archive.

Failure Modes

Ambiguous classification, missing successor evidence, write failures, unsafe delete candidates, unreadable docs, or conflicting inbound-link evidence.

Workflow

Select scope, inspect supporting learnings before derived patterns, classify each candidate, apply safe actions or record recommendations, then summarize applied and recommended outcomes.

Downstream Consumers

spec-compound, future planning/work/review sessions, spec-sessions, repo-local advisory vocabulary when present, and humans relying on docs/solutions/ as reusable knowledge.

Scenario Capability

Follows docs/contracts/workflows/scenario-capability-matrix.md (default). Overrides: none

Examples As Context

When editing or reviewing this workflow prompt, or when running fresh-source eval for refresh/promotion posture drift, read skills/spec-compound-refresh/evals/examples.json as examples-as-context. These examples are not a deterministic router, an auto-promotion gate, or a substitute for LLM/human judgment during ordinary refresh runs.

Support Files

These files are the durable contract for the workflow. Read them on-demand at the step that needs them — do not bulk-load at skill start.

• references/per-action-flows.md — per-action execution rules for Keep, Update, Consolidate, Replace, and Delete (read in Phase 4)
• references/schema.yaml — canonical frontmatter fields, structured recall fields, and new promote required fields (read before replacing or backfilling a learning)
• references/concepts-vocabulary.md — advisory CONCEPTS.md inclusion, vocabulary drift, domain-signal drift, and scoped update/report rules (read when collecting or reconciling vocabulary signals)

Structured Promotion Gate

Use references/schema.yaml as the canonical docs/solutions/ frontmatter contract. When Refresh creates a replacement learning or intentionally backfills a legacy learning into the structured recall path, include the new promote required fields invalidation_condition and source_refs. Only a source-confirmed, verified learning should become a replacement durable doc; raw investigation notes or unconfirmed recall should be reported, not promoted.

Existing docs missing the structured recall fields remain legacy_unstructured_advisory: they can be refreshed, stale-marked, consolidated, or deleted based on evidence without treating the missing fields as a hard validation failure. Do not create or reference a separate solution-promotion.schema.json; the schema contract lives in references/schema.yaml.

Mode Detection

Check if $ARGUMENTS contains mode:autofix. If present, strip it from arguments (use the remainder as a scope hint) and run in autofix mode.

Mode	When	Behavior
Interactive (default)	User is present and can answer questions	Ask for decisions on ambiguous cases, confirm actions
Autofix	mode:autofix in arguments	No user interaction. Apply all unambiguous actions (Keep, Update, Consolidate, auto-Delete, Replace with sufficient evidence). Mark ambiguous cases as stale. Generate a summary report at the end.

Autofix mode rules

• Skip all user questions. Never pause for input.
• Process all docs in scope. No scope narrowing questions — if no scope hint was provided, process everything.
• Attempt all safe actions: Keep (no-op), Update (fix references), Consolidate (merge and delete subsumed doc), auto-Delete (unambiguous criteria met), Replace (when evidence is sufficient). If a write succeeds, record it as applied. If a write fails (e.g., permission denied), record the action as recommended in the report and continue — do not stop or ask for permissions.
• Mark as stale when uncertain. If classification is genuinely ambiguous (Update vs Replace vs Consolidate vs Delete) or Replace evidence is insufficient, mark as stale with status: stale, stale_reason, and stale_date in the frontmatter. If even the stale-marking write fails, include it as a recommendation.
• Use conservative confidence. In interactive mode, borderline cases get a user question. In autofix mode, borderline cases get marked stale. Err toward stale-marking over incorrect action.
• Always generate a report. The report is the primary deliverable. It has two sections: Applied (actions that were successfully written) and Recommended (actions that could not be written, with full rationale so a human can apply them or run the skill interactively). The report structure is the same regardless of what permissions were granted — the only difference is which section each action lands in.

Interaction Principles

These principles apply to interactive mode only. In autofix mode, skip all user questions and apply the autofix mode rules above.

Follow the same interaction style as spec-brainstorm:

• Ask questions one at a time — use the platform's blocking question tool: AskUserQuestion in Claude Code (call ToolSearch with select:AskUserQuestion first if its schema isn't loaded) or request_user_input in Codex. Fall back to numbered options in plain text only when no blocking tool exists in the harness or the call errors (e.g., Codex edit modes) — not because a schema load is required. Never silently skip the question
• Prefer multiple choice when natural options exist
• Start with scope and intent, then narrow only when needed
• Do not ask the user to make decisions before you have evidence
• Lead with a recommendation and explain it briefly

The goal is not to force the user through a checklist. The goal is to help them make a good maintenance decision with the smallest amount of friction.

Refresh Order

Refresh in this order:

1. Review the relevant individual learning docs first
2. Note which learnings stayed valid, were updated, were consolidated, were replaced, or were deleted
3. Then review any pattern docs that depend on those learnings

Why this order:

• learning docs are the primary evidence
• pattern docs are derived from one or more learnings
• stale learnings can make a pattern look more valid than it really is

If the user starts by naming a pattern doc, you may begin there to understand the concern, but inspect the supporting learning docs before changing the pattern.

Maintenance Model

For each candidate artifact, classify it into one of five outcomes:

Outcome	Meaning	Default action
Keep	Still accurate and still useful	No file edit by default; report that it was reviewed and remains trustworthy
Update	Core solution is still correct, but references drifted	Apply evidence-backed in-place edits
Consolidate	Two or more docs overlap heavily but are both correct	Merge unique content into the canonical doc, delete the subsumed doc
Replace	The old artifact is now misleading, but there is a known better replacement	Create a trustworthy successor, then delete the old artifact
Delete	No longer useful, applicable, or distinct	Delete the file — git history preserves it if anyone needs to recover it later

Core Rules

1. Evidence informs judgment. The signals below are inputs, not a mechanical scorecard. Use engineering judgment to decide whether the artifact is still trustworthy.
2. Prefer no-write Keep. Do not update a doc just to leave a review breadcrumb.
3. Match docs to reality, not the reverse. When current code differs from a learning, update the learning to reflect the current code. The skill's job is doc accuracy, not code review — do not ask the user whether code changes were "intentional" or "a regression." If the code changed, the doc should match. If the user thinks the code is wrong, that is a separate concern outside this workflow.
4. Be decisive, minimize questions. When evidence is clear (file renamed, class moved, reference broken), apply the update. In interactive mode, only ask the user when the right action is genuinely ambiguous. In autofix mode, mark ambiguous cases as stale instead of asking. The goal is automated maintenance with human oversight on judgment calls, not a question for every finding.
5. Avoid low-value churn. Do not edit a doc just to fix a typo, polish wording, or make cosmetic changes that do not materially improve accuracy or usability.
6. Use Update only for meaningful, evidence-backed drift. Paths, module names, related links, category metadata, code snippets, and clearly stale wording are fair game when fixing them materially improves accuracy.
7. Use Replace only when there is a real replacement. That means either:
   • the current conversation contains a recently solved, verified replacement fix, or
   • the user has provided enough concrete replacement context to document the successor honestly, or
   • the codebase investigation found the current approach and can document it as the successor, or
   • newer docs, pattern docs, PRs, or issues provide strong successor evidence.
8. Delete when the code is gone, and only after checking for inbound links. If the referenced code, controller, or workflow no longer exists in the codebase and no successor can be found, delete the file — don't default to Keep just because the general advice is still "sound." When in doubt between Keep and Delete, ask the user (in interactive mode) or mark as stale (in autofix mode). Inbound links inform classification, not cleanup: cleanup is always mechanical, but decorative citations (principle stated inline) allow Delete, while substantive citations (citing doc relies on the cited doc) signal Replace. The auto-delete case is missing code, no matching successor, and citations absent or decorative.
9. Evaluate document-set design, not just accuracy. In addition to checking whether each doc is accurate, evaluate whether it is still the right unit of knowledge. If two or more docs overlap heavily, determine whether they should remain separate, be cross-scoped more clearly, or be consolidated into one canonical document. Redundant docs are dangerous because they drift silently — two docs saying the same thing will eventually say different things.
10. Delete, don't archive. There is no _archived/ directory. When a doc is no longer useful, delete it. Git history preserves every deleted file — that is the archive. A dedicated archive directory creates problems: archived docs accumulate, pollute search results, and nobody reads them. If someone needs a deleted doc, git log --diff-filter=D -- docs/solutions/ will find it.

Distilled Replay References

When refreshing learnings, prefer distilled replay refs over complete prior-session or review history. A replay ref should name the source learning/session/checkpoint, the accepted or rejected rationale, the evidence path, and the specific refresh implication. Rejected or out-of-scope rationale can explain why an old learning remains stale, replaced, or intentionally not revived, but it must not become workflow status.

Do not build a durable replay index from compound-refresh. The refresh report should summarize evidence and changed files; full transcripts, raw tool output, and complete review bundles stay out of durable docs unless a short safe excerpt is necessary.

If a learning or refresh candidate cites external-tool or broad impact evidence, refresh it only against source-confirmed facts: current source files, tests, logs, contracts, or validated review/work summaries. External-tool/session evidence can focus which files or relationships to inspect, but raw external-tool output and raw diff hunks must not be copied into refreshed learning docs or reports.

Scope Selection

Start by discovering learnings and pattern docs under docs/solutions/.

Exclude:

• README.md
• docs/solutions/_archived/ (legacy — if this directory exists, flag it for cleanup in the report)

Find all .md files under docs/solutions/, excluding README.md files and anything under _archived/. If an _archived/ directory exists, note it in the report as a legacy artifact that should be cleaned up (files either restored or deleted).

If $ARGUMENTS is provided, use it to narrow scope before proceeding. Try these matching strategies in order, stopping at the first that produces results:

1. Directory match — check if the argument matches a subdirectory name under docs/solutions/ (e.g., performance-issues, database-issues)
2. Frontmatter match — search module, component, or tags fields in learning frontmatter for the argument
3. Filename match — match against filenames (partial matches are fine)
4. Content search — search file contents for the argument as a keyword (useful for feature names or feature areas)

If no matches are found, report that and ask the user to clarify. In autofix mode, report the miss and stop — do not guess at scope.

If no candidate docs are found, report:

No candidate docs found in docs/solutions/.
Run `spec-compound` after solving problems to start building your knowledge base.

Phase 0: Assess and Route

Before asking the user to classify anything:

1. Discover candidate artifacts
2. Estimate scope
3. Choose the lightest interaction path that fits

Route by Scope

Scope	When to use it	Interaction style
Focused	1-2 likely files or user named a specific doc	Investigate directly, then present a recommendation
Batch	Up to ~8 mostly independent docs	Investigate first, then present grouped recommendations
Broad	9+ docs, ambiguous, or repo-wide stale-doc sweep	Triage first, then investigate in batches

Broad Scope Triage

When scope is broad (9+ candidate docs), do a lightweight triage before deep investigation:

1. Inventory — read frontmatter of all candidate docs, group by module/component/category
2. Impact clustering — identify areas with the densest clusters of learnings + pattern docs. A cluster of 5 learnings and 2 patterns covering the same module is higher-impact than 5 isolated single-doc areas, because staleness in one doc is likely to affect the others.
3. Spot-check drift — for each cluster, check whether the primary referenced files still exist. Missing references in a high-impact cluster = strongest signal for where to start.
4. Recommend a starting area — present the highest-impact cluster with a brief rationale and ask the user to confirm or redirect. In autofix mode, skip the question and process all clusters in impact order.

Example:

Found 24 learnings across 5 areas.

The auth module has 5 learnings and 2 pattern docs that cross-reference
each other — and 3 of those reference files that no longer exist.
I'd start there.

1. Start with auth (recommended)
2. Pick a different area
3. Review everything

Do not ask action-selection questions yet. First gather evidence.

Phase 1: Investigate Candidate Learnings

For each learning in scope, read it, cross-reference its claims against the current codebase, and form a recommendation.

A learning has several dimensions that can independently go stale. Surface-level checks catch the obvious drift, but staleness often hides deeper:

• References — do the file paths, class names, and modules it mentions still exist or have they moved?
• Recommended solution — does the fix still match how the code actually works today? A renamed file with a completely different implementation pattern is not just a path update.
• Code examples — if the learning includes code snippets, do they still reflect the current implementation?
• Related docs — are cross-referenced learnings and patterns still present and consistent?
• Auto memory (Claude Code only) — does the injected auto-memory block in your system prompt contain entries in the same problem domain? Scan that block directly. If the block is absent, skip this dimension. A memory note describing a different approach than what the learning recommends is a supplementary drift signal.
• Overlap — while investigating, note when another doc in scope covers the same problem domain, references the same files, or recommends a similar solution. For each overlap, record: the two file paths, which dimensions overlap (problem, solution, root cause, files, prevention), and which doc appears broader or more current. These signals feed Phase 1.75 (Document-Set Analysis).
• Vocabulary and domain signals — note project-specific terms the learning cites, such as named workflow concepts, artifact types, domain entities, status/lifecycle concepts, or terms that are easy to confuse with neighboring project terms. Also note boundary scenarios, code/doc contradictions, or hard decision rationale that the current source has clarified or invalidated. For each term, note whether it appears in CONCEPTS.md and whether an existing definition still matches the refreshed evidence. Do not edit CONCEPTS.md, CONTEXT.md, CONTEXT-MAP.md, or docs/adr/** during investigation; collect the signal for Phase 4.5.

Match investigation depth to the learning's specificity — a learning referencing exact file paths and code snippets needs more verification than one describing a general principle.

Drift Classification: Update vs Replace

The critical distinction is whether the drift is cosmetic (references moved but the solution is the same) or substantive (the solution itself changed):

• Update territory — file paths moved, classes renamed, links broke, metadata drifted, but the core recommended approach is still how the code works. spec-compound-refresh fixes these directly.
• Replace territory — the recommended solution conflicts with current code, the architectural approach changed, or the pattern is no longer the preferred way. This means a new learning needs to be written. A replacement subagent writes the successor following spec-compound's document format (frontmatter including invalidation_condition and source_refs, problem, root cause, solution, prevention), using the investigation evidence already gathered. The orchestrator does not rewrite learnings inline — it delegates to a subagent for context isolation.

The boundary: if you find yourself rewriting the solution section or changing what the learning recommends, stop — that is Replace, not Update.

Memory-sourced drift signals are supplementary, not primary. A memory note describing a different approach does not alone justify Replace or Delete. Use memory signals to:

• Corroborate codebase-sourced drift (strengthens the case for Replace)
• Prompt deeper investigation when codebase evidence is borderline
• Add context to the evidence report ("(auto memory [claude]) notes suggest approach X may have changed since this learning was written")

In autofix mode, memory-only drift (no codebase corroboration) should result in stale-marking, not action.

Judgment Guidelines

Three guidelines that are easy to get wrong:

1. Contradiction = strong Replace signal. If the learning's recommendation conflicts with current code patterns or a recently verified fix, that is not a minor drift — the learning is actively misleading. Classify as Replace.
2. Age alone is not a stale signal. A 2-year-old learning that still matches current code is fine. Only use age as a prompt to inspect more carefully.
3. Check for successors before deleting. Before recommending Replace or Delete, look for newer learnings, pattern docs, PRs, or issues covering the same problem space. If successor evidence exists, prefer Replace over Delete so readers are directed to the newer guidance.

Phase 1.5: Investigate Pattern Docs

After reviewing the underlying learning docs, investigate any relevant pattern docs under docs/solutions/patterns/.

Pattern docs are high-leverage — a stale pattern is more dangerous than a stale individual learning because future work may treat it as broadly applicable guidance. Evaluate whether the generalized rule still holds given the refreshed state of the learnings it depends on.

A pattern doc with no clear supporting learnings is a stale signal — investigate carefully before keeping it unchanged.

Phase 1.75: Document-Set Analysis

After investigating individual docs, step back and evaluate the document set as a whole. The goal is to catch problems that only become visible when comparing docs to each other — not just to reality.

Overlap Detection

For docs that share the same module, component, tags, or problem domain, compare them across these dimensions:

• Problem statement — do they describe the same underlying problem?
• Solution shape — do they recommend the same approach, even if worded differently?
• Referenced files — do they point to the same code paths?
• Prevention rules — do they repeat the same prevention bullets?
• Root cause — do they identify the same root cause?

High overlap across 3+ dimensions is a strong Consolidate signal. The question to ask: "Would a future maintainer need to read both docs to get the current truth, or is one mostly repeating the other?"

Supersession Signals

Detect "older narrow precursor, newer canonical doc" patterns:

• A newer doc covers the same files, same workflow, and broader runtime behavior than an older doc
• An older doc describes a specific incident that a newer doc generalizes into a pattern
• Two docs recommend the same fix but the newer one has better context, examples, or scope

When a newer doc clearly subsumes an older one, the older doc is a consolidation candidate — its unique content (if any) should be merged into the newer doc, and the older doc should be deleted.

Canonical Doc Identification

For each topic cluster (docs sharing a problem domain), identify which doc is the canonical source of truth:

• Usually the most recent, broadest, most accurate doc in the cluster
• The one a maintainer should find first when searching for this topic
• The one that other docs should point to, not duplicate

All other docs in the cluster are either:

• Distinct — they cover a meaningfully different sub-problem and have independent retrieval value. Keep them separate.
• Subsumed — their unique content fits as a section in the canonical doc. Consolidate.
• Redundant — they add nothing the canonical doc doesn't already say. Delete.

Retrieval-Value Test

Before recommending that two docs stay separate, apply this test: "If a maintainer searched for this topic six months from now, would having these as separate docs improve discoverability, or just create drift risk?"

Separate docs earn their keep only when:

• They cover genuinely different sub-problems that someone might search for independently
• They target different audiences or contexts (e.g., one is about debugging, another about prevention)
• Merging them would create an unwieldy doc that is harder to navigate than two focused ones

If none of these apply, prefer consolidation. Two docs covering the same ground will eventually drift apart and contradict each other — that is worse than a slightly longer single doc.

Cross-Doc Conflict Check

Look for outright contradictions between docs in scope:

• Doc A says "always use approach X" while Doc B says "avoid approach X"
• Doc A references a file path that Doc B says was deprecated
• Doc A and Doc B describe different root causes for what appears to be the same problem

Contradictions between docs are more urgent than individual staleness — they actively confuse readers. Flag these for immediate resolution, either through Consolidate (if one is right and the other is a stale version of the same truth) or through targeted Update/Replace.

Subagent Strategy

Use subagents for context isolation when investigating multiple artifacts — not just because the task sounds complex. Choose the lightest approach that fits:

Approach	When to use
Main thread only	Small scope, short docs
Sequential subagents	1-2 artifacts with many supporting files to read
Parallel subagents	3+ truly independent artifacts with low overlap
Batched subagents	Broad sweeps — narrow scope first, then investigate in batches

When spawning any subagent, omit the mode parameter so the user's configured permission settings apply. Include this instruction in its task prompt:

Use dedicated file search and read tools (Glob, Grep, Read) for all investigation. Do NOT use shell commands (ls, find, cat, grep, test, bash) for file operations. This avoids permission prompts and is more reliable.

Also scan the "user's auto-memory" block injected into your system prompt (Claude Code only). Check for notes related to the learning's problem domain. Report any memory-sourced drift signals separately from codebase-sourced evidence, tagged with "(auto memory [claude])" in the evidence section. If the block is not present in your context, skip this check.

There are two subagent roles:

1. Investigation subagents — read-only. They must not edit files, create successors, or delete anything. Each returns: file path, evidence, recommended action, confidence, and open questions. These can run in parallel when artifacts are independent.
2. Replacement subagents — write a single new learning to replace a stale one. These run one at a time, sequentially (each replacement subagent may need to read significant code, and running multiple in parallel risks context exhaustion). The orchestrator handles all deletions and metadata updates after each replacement completes.

The orchestrator merges investigation results, detects contradictions, coordinates replacement subagents, and performs all deletions/metadata edits centrally. In interactive mode, it asks the user questions on ambiguous cases. In autofix mode, it marks ambiguous cases as stale instead. If two artifacts overlap or discuss the same root issue, investigate them together rather than parallelizing.

Phase 2: Classify the Right Maintenance Action

After gathering evidence, assign one recommended action.

Keep

The learning is still accurate and useful. Do not edit the file — report that it was reviewed and remains trustworthy. Only add last_refreshed if you are already making a meaningful update for another reason.

Update

The core solution is still valid but references have drifted (paths, class names, links, code snippets, metadata). Apply the fixes directly.

Consolidate

Choose Consolidate when Phase 1.75 identified docs that overlap heavily but are both materially correct. This is different from Update (which fixes drift in a single doc) and Replace (which rewrites misleading guidance). Consolidate handles the "both right, one subsumes the other" case.

When to consolidate:

• Two docs describe the same problem and recommend the same (or compatible) solution
• One doc is a narrow precursor and a newer doc covers the same ground more broadly
• The unique content from the subsumed doc can fit as a section or addendum in the canonical doc
• Keeping both creates drift risk without meaningful retrieval benefit

When NOT to consolidate (apply the Retrieval-Value Test from Phase 1.75):

• The docs cover genuinely different sub-problems that someone would search for independently
• Merging would create an unwieldy doc that harms navigation more than drift risk harms accuracy

Consolidate vs Delete: If the subsumed doc has unique content worth preserving (edge cases, alternative approaches, extra prevention rules), use Consolidate to merge that content first. If the subsumed doc adds nothing the canonical doc doesn't already say, skip straight to Delete.

The Consolidate action is: merge unique content from the subsumed doc into the canonical doc, then delete the subsumed doc. Not archive — delete. Git history preserves it.

Replace

Choose Replace when the learning's core guidance is now misleading — the recommended fix changed materially, the root cause or architecture shifted, or the preferred pattern is different.

The user may have invoked the refresh months after the original learning was written. Do not ask them for replacement context they are unlikely to have — use agent intelligence to investigate the codebase and synthesize the replacement.

Evidence assessment:

By the time you identify a Replace candidate, Phase 1 investigation has already gathered significant evidence: the old learning's claims, what the current code actually does, and where the drift occurred. Assess whether this evidence is sufficient to write a trustworthy replacement:

• Sufficient evidence — you understand both what the old learning recommended AND what the current approach is. The investigation found the current code patterns, the new file locations, the changed architecture. → Proceed to write the replacement (see Phase 4 Replace Flow).
• Insufficient evidence — the drift is so fundamental that you cannot confidently document the current approach. The entire subsystem was replaced, or the new architecture is too complex to understand from a file scan alone. → Mark as stale in place:
  • Add status: stale, stale_reason: [what you found], stale_date: YYYY-MM-DD to the frontmatter
  • Report what evidence you found and what is missing
  • Recommend the user run spec-compound after their next encounter with that area, when they have fresh problem-solving context

Delete

Choose Delete when:

• The code or workflow no longer exists and the problem domain is gone
• The learning is obsolete and has no modern replacement worth documenting
• The learning is fully redundant with another doc (use Consolidate if there is unique content to merge first)
• There is no meaningful successor evidence suggesting it should be replaced instead

Action: delete the file. No archival directory, no metadata — just delete it. Git history preserves every deleted file if recovery is ever needed.

Before deleting: check for inbound links

A doc that other files cite is load-bearing in a way the doc itself does not announce. Before classifying as Delete, search the repo's markdown content (other docs, plans, instruction files, READMEs) for citations of the file — not source code, where citations are rare and only appear in comments. The filename slug is usually unique enough that one query covers all citation sites.

Search efficiently:

• Prefer the platform's native content-search tool (e.g., Grep in Claude Code) over shell. Drop to shell when materially better for the case.
• Search the filename slug (without .md); narrow to the full path only if matches are noisy.
• Read context lines around each match (e.g., Grep's -B/-A), not whole files.

Inbound links inform the classification, not the cleanup. Removing a citation is always mechanical (drop the parenthetical, the bare entry, or the deferring clause). The judgment is upstream: given these citations, is Delete still right, or is Replace closer to right?

Classify each citation by what it does in its citing context:

• Decorative — principle stated inline, citation is a "see also" pointer or bare attribution. Delete is fine; clean up citations in the same commit.
• Substantive — citing doc relies on the cited doc to provide content not stated inline (e.g., "see X for details on Y" with no inline Y). Signal Replace — write a successor at the same path, or Keep with narrowed scope if the doc's actual content is broader than its title implies.
• Mixed or unclear — stale-mark.

In autofix mode, Delete + decorative cleanup is fine. Any substantive citation, or any genuine ambiguity, downgrades to stale-marking — writing a Replace successor is judgment-heavy and should not happen unattended.

Auto-delete only when all three hold:

• The implementation is gone (or fully superseded by a clearly better successor, or the doc is plainly redundant).
• The problem domain is gone — the app no longer deals with what the learning addresses.
• Inbound links are absent or unambiguously decorative.

If any condition fails, classify as Replace, Update, Consolidate, or stale-mark per the rules above. Do not delete a learning whose problem domain is still active or whose principles are cited substantively — fill the gap with a replacement instead.

Pattern Guidance

Apply the same five outcomes (Keep, Update, Consolidate, Replace, Delete) to pattern docs, but evaluate them as derived guidance rather than incident-level learnings. Key differences:

• Keep: the underlying learnings still support the generalized rule and examples remain representative
• Update: the rule holds but examples, links, scope, or supporting references drifted
• Consolidate: two pattern docs generalize the same set of learnings or cover the same design concern — merge into one canonical pattern
• Replace: the generalized rule is now misleading, or the underlying learnings support a different synthesis. Base the replacement on the refreshed learning set — do not invent new rules from guesswork
• Delete: the pattern is no longer valid, no longer recurring, or fully subsumed by a stronger pattern doc with no unique content remaining

Phase 3: Ask for Decisions

Autofix mode

Skip this entire phase. Do not ask any questions. Do not present options. Do not wait for input. Proceed directly to Phase 4 and execute all actions based on the classifications from Phase 2:

• Unambiguous Keep, Update, Consolidate, auto-Delete, and Replace (with sufficient evidence) → execute directly
• Ambiguous cases → mark as stale
• Then generate the report (see Output Format)

Interactive mode

Most Updates and Consolidations should be applied directly without asking. Only ask the user when:

• The right action is genuinely ambiguous (Update vs Replace vs Consolidate vs Delete)
• You are about to Delete a document and the evidence is not unambiguous (see auto-delete criteria in Phase 2). When auto-delete criteria are met, proceed without asking.
• You are about to Consolidate and the choice of canonical doc is not clear-cut
• You are about to create a successor via Replace

Do not ask questions about whether code changes were intentional, whether the user wants to fix bugs in the code, or other concerns outside doc maintenance. Stay in your lane — doc accuracy.

Question Style

Always present choices using the platform's blocking question tool: AskUserQuestion in Claude Code (call ToolSearch with select:AskUserQuestion first if its schema isn't loaded) or request_user_input in Codex. Fall back to numbered options in plain text only when no blocking tool exists in the harness or the call errors (e.g., Codex edit modes) — not because a schema load is required. Never silently skip the question.

Question rules:

• Ask one question at a time
• Prefer multiple choice
• Lead with the recommended option
• Explain the rationale for the recommendation in one concise sentence
• Avoid asking the user to choose from actions that are not actually plausible

Focused Scope

For a single artifact, present:

• file path
• 2-4 bullets of evidence
• recommended action

Then ask:

This [learning/pattern] looks like a [Keep/Update/Consolidate/Replace/Delete].

Why: [one-sentence rationale based on the evidence]

What would you like to do?

1. [Recommended action]
2. [Second plausible action]
3. Skip for now

Do not list all five actions unless all five are genuinely plausible.

Batch Scope

For several learnings:

1. Group obvious Keep cases together
2. Group obvious Update cases together when the fixes are straightforward
3. Present Consolidate cases together when the canonical doc is clear
4. Present Replace cases individually or in very small groups
5. Present Delete cases individually unless they are strong auto-delete candidates

Ask for confirmation in stages:

1. Confirm grouped Keep/Update recommendations
2. Then handle Consolidate groups (present the canonical doc and what gets merged)
3. Then handle Replace one at a time
4. Then handle Delete one at a time unless the deletion is unambiguous and safe to auto-apply

Broad Scope

If the user asked for a sweeping refresh, keep the interaction incremental:

1. Narrow scope first
2. Investigate a manageable batch
3. Present recommendations
4. Ask whether to continue to the next batch

Do not front-load the user with a full maintenance queue.

Phase 4: Execute the Chosen Action

Load skills/spec-compound-refresh/references/per-action-flows.md and follow only the section for the chosen action:

Action	Reference section
Keep	## Keep Flow
Update	## Update Flow
Consolidate	## Consolidate Flow
Replace	## Replace Flow
Delete	## Delete Flow

The reference contains the detailed judgment boundaries, examples, and step-by-step execution instructions for each action. Keep the safety rules load-bearing:

• Replace still runs python3 scripts/validate-frontmatter.py <new-learning-path> from the skills/spec-compound-refresh/ directory before deleting the old learning.
• Delete still performs the final inbound-link check before unlinking the file.
• Autofix mode still stale-marks ambiguous Replace/Delete cases instead of making unattended judgment-heavy edits.

Phase 4.5: Vocabulary And Domain Drift Capture

After per-learning actions execute, aggregate the Vocabulary and domain signals collected during investigation and reconcile only the qualifying vocabulary subset with CONCEPTS.md.

First, read references/concepts-vocabulary.md. This is required before deciding whether terms qualify; the reference owns the advisory boundary, exclusion rules, and report-only handling for context/ADR candidates.

1. Aggregate qualifying in-scope terms. If the same term surfaced from multiple docs, union compatible shades of meaning into one entry rather than duplicating or using most-recent-wins.
2. If CONCEPTS.md exists at repo root, add missing in-scope terms and refine existing entries only when the refreshed evidence adds durable precision. Keep edits scoped to the docs and code investigated in this refresh.
3. Scrub touched or nearby entries when they violate the reference criteria, such as implementation details, source paths, current-config values, status/owner metadata, version-specific claims, duplicate entries, or undefined project-specific sibling terms.
4. If CONCEPTS.md does not exist, do not create or bootstrap it from an ordinary refresh. Record CONCEPTS.md: not present; no vocabulary maintenance applied in the report. When useful, recommend an explicit separately scoped vocabulary bootstrap rather than widening this refresh.
5. If the reference criteria produce no qualifying terms, record CONCEPTS.md: scanned, no qualifying terms in the report rather than silently skipping the step.
6. If refresh finds boundary scenarios, code/doc contradictions, or hard decision drift, update or stale-mark the affected learning first. Do not hide learning drift by only changing CONCEPTS.md.
7. Existing CONTEXT.md, CONTEXT-MAP.md, and docs/adr/** surfaces are report-only in refresh. In mode:autofix, do not edit instruction files, context files, or ADR files; include context/ADR recommendations in the report with the path, reason, and source evidence.

Vocabulary and domain drift capture is advisory maintenance. It must not turn CONCEPTS.md into a PRD, ADR, workflow contract, source-of-truth override, setup requirement, or mandatory downstream project file. It must not run the full spec-compound Domain Model Capture workflow or create default context/ADR artifacts. In mode:autofix, keep this scoped and deterministic: apply only clear in-scope vocabulary additions/refinements, and report uncertain terms or context/ADR candidates as recommendations.

Output Format

The full report MUST be printed as markdown output. Do not summarize findings internally and then output a one-liner. The report is the deliverable — print every section in full, formatted as readable markdown with headers, tables, and bullet points.

After processing the selected scope, output the following report:

Compound Refresh Summary
========================
Scanned: N learnings

Kept: X
Updated: Y
Consolidated: C
Replaced: Z
Deleted: W
Skipped: V
Marked stale: S

CONCEPTS.md: <not present; no vocabulary maintenance applied | scanned, no qualifying terms | updated — N added, N refined, N scrubbed | recommendation only — explicit bootstrap suggested>
Domain/context/ADR recommendations: <none | report-only — N candidate(s)>

Then for EVERY file processed, list:

• The file path
• The classification (Keep/Update/Consolidate/Replace/Delete/Stale)
• What evidence was found -- tag any memory-sourced findings with "(auto memory [claude])" to distinguish them from codebase-sourced evidence
• What action was taken (or recommended)
• For Consolidate: which doc was canonical, what unique content was merged, what was deleted

For Keep outcomes, list them under a reviewed-without-edits section so the result is visible without creating git churn.

Autofix mode report

In autofix mode, the report is the sole deliverable — there is no user present to ask follow-up questions, so the report must be self-contained and complete. Print the full report. Do not abbreviate, summarize, or skip sections.

Split actions into two sections:

Applied (writes that succeeded):

• For each Updated file: the file path, what references were fixed, and why
• For each Consolidated cluster: the canonical doc, what unique content was merged from each subsumed doc, and the subsumed docs that were deleted
• For each Replaced file: what the old learning recommended vs what the current code does, and the path to the new successor
• For each Deleted file: the file path and why it was removed (problem domain gone, fully redundant, etc.)
• For each Marked stale file: the file path, what evidence was found, and why it was ambiguous

Recommended (actions that could not be written — e.g., permission denied):

• Same detail as above, but framed as recommendations for a human to apply
• Include enough context that the user can apply the change manually or re-run the skill interactively

If all writes succeed, the Recommended section is empty. If no writes succeed (e.g., read-only invocation), all actions appear under Recommended — the report becomes a maintenance plan.

Legacy cleanup (if docs/solutions/_archived/ exists):

• List archived files found and recommend disposition: restore (if still relevant), delete (if truly obsolete), or consolidate (if overlapping with active docs)

Phase 5: Commit Changes

After all actions are executed and the report is generated, handle committing the changes. Skip this phase if no files were modified (all Keep, or all writes failed).

Detect git context

Before offering options, check:

1. Which branch is currently checked out (main/master vs feature branch)
2. Whether the working tree has other uncommitted changes beyond what compound-refresh modified
3. Recent commit messages to match the repo's commit style

Autofix mode

Use sensible defaults — no user to ask:

Context	Default action
On main/master	Create a branch named for what was refreshed (e.g., docs/refresh-auth-and-ci-learnings), commit, attempt to open a PR. If PR creation fails, report the branch name.
On a feature branch	Commit as a separate commit on the current branch
Git operations fail	Include the recommended git commands in the report and continue

Stage only the files that compound-refresh modified — not other dirty files in the working tree.

Interactive mode

First, run git branch --show-current to determine the current branch. Then present the correct options based on the result. Stage only compound-refresh files regardless of which option the user picks.

If the current branch is main, master, or the repo's default branch:

1. Create a branch, commit, and open a PR (recommended) — the branch name should be specific to what was refreshed, not generic (e.g., docs/refresh-auth-learnings not docs/compound-refresh)
2. Commit directly to {current branch name}
3. Don't commit — I'll handle it

If the current branch is a feature branch, clean working tree:

1. Commit to {current branch name} as a separate commit (recommended)
2. Create a separate branch and commit
3. Don't commit

If the current branch is a feature branch, dirty working tree (other uncommitted changes):

1. Commit only the compound-refresh changes to {current branch name} (selective staging — other dirty files stay untouched)
2. Don't commit

Commit message

Write a descriptive commit message that:

• Summarizes what was refreshed (e.g., "update 3 stale learnings, consolidate 2 overlapping docs, delete 1 obsolete doc")
• Follows the repo's existing commit conventions (check recent git log for style)
• Is succinct — the details are in the changed files themselves

Relationship to spec-compound

• spec-compound captures a newly solved, verified problem
• spec-compound-refresh maintains older learnings as the codebase evolves — both their individual accuracy and their collective design as a document set

Use Replace only when the refresh process has enough real evidence to write a trustworthy successor. When evidence is insufficient, mark as stale and recommend spec-compound for when the user next encounters that problem area.

Use Consolidate proactively when the document set has grown organically and redundancy has crept in. Every spec-compound invocation adds a new doc — over time, multiple docs may cover the same problem from slightly different angles. Periodic consolidation keeps the document set lean and authoritative.

Discoverability Check

After the refresh report is generated, check whether the project's instruction files would lead an agent to discover and search docs/solutions/ before starting work in a documented area. This runs every time — the knowledge store only compounds value when agents can find it. If this check produces edits, they are committed as part of (or immediately after) the Phase 5 commit flow — see step 5 below.

1. Identify which root-level instruction files exist (AGENTS.md, CLAUDE.md, or both). Read the file(s) and determine which holds the substantive content — one file may just be a shim that @-includes the other (e.g., CLAUDE.md containing only @AGENTS.md, or vice versa). The substantive file is the assessment and edit target; ignore shims. If neither file exists, skip this check entirely.

2. Assess whether an agent reading the instruction files would learn three things:

   • That a searchable knowledge store of documented solutions exists
   • Enough about its structure to search effectively (category organization, YAML frontmatter fields like module, tags, problem_type)
   • When to search it (before implementing features, debugging issues, or making decisions in documented areas — learnings may cover bugs, best practices, workflow patterns, or other institutional knowledge)

   This is a semantic assessment, not a string match. The information could be a line in an architecture section, a bullet in a gotchas section, spread across multiple places, or expressed without ever using the exact path docs/solutions/. Use judgment — if an agent would reasonably discover and use the knowledge store after reading the file, the check passes.

3. If the spirit is already met, no action needed.

4. If not: a. Based on the file's existing structure, tone, and density, identify where a mention fits naturally. Before creating a new section, check whether the information could be a single line in the closest related section — an architecture tree, a directory listing, a documentation section, or a conventions block. A line added to an existing section is almost always better than a new headed section. Only add a new section as a last resort when the file has clear sectioned structure and nothing is even remotely related. b. Draft the smallest addition that communicates the three things. Match the file's existing style and density. The addition should describe the knowledge store itself, not the plugin.

   Keep the tone informational, not imperative. Express timing as description, not instruction — "relevant when implementing or debugging in documented areas" rather than "check before implementing or debugging." Imperative directives like "always search before implementing" cause redundant reads when a workflow already includes a dedicated search step. The goal is awareness: agents learn the folder exists and what's in it, then use their own judgment about when to consult it.

   Examples of calibration (not templates — adapt to the file):

   When there's an existing directory listing or architecture section — add a line:

   docs/solutions/  # documented solutions to past problems (bugs, best practices, workflow patterns), organized by category with YAML frontmatter (module, tags, problem_type)
   

   When nothing in the file is a natural fit — a small headed section is appropriate:

   ## Documented Solutions
   
   `docs/solutions/` — documented solutions to past problems (bugs, best practices, workflow patterns), organized by category with YAML frontmatter (`module`, `tags`, `problem_type`). Relevant when implementing or debugging in documented areas.
   

   c. In interactive mode, explain to the user why this matters — agents working in this repo (including fresh sessions, other tools, or collaborators without the plugin) won't know to check docs/solutions/ unless the instruction file surfaces it. Show the proposed change and where it would go, then use the platform's blocking question tool to get consent before making the edit: AskUserQuestion in Claude Code (call ToolSearch with select:AskUserQuestion first if its schema isn't loaded) or request_user_input in Codex. Fall back to presenting the proposal in chat only when no blocking tool exists in the harness or the call errors (e.g., Codex edit modes) — not because a schema load is required. Never silently skip the question. In autofix mode, include it as a "Discoverability recommendation" line in the report — do not attempt to edit instruction files (autofix scope is doc maintenance, not project config).

5. If this refresh added, refined, or scrubbed entries in an existing repo-root CONCEPTS.md, or the user explicitly asked for vocabulary discoverability maintenance, run a parallel discoverability check for it. Use the same workflow as the docs/solutions/ check: same target file, same edit-placement judgment, and same consent-then-edit interaction shape in interactive mode. In mode:autofix, include a discoverability recommendation in the report rather than editing instruction files. Skip this step when CONCEPTS.md does not exist or when Phase 4.5 only scanned with no qualifying terms; do not nag for an artifact the project has not adopted and do not create instruction-file churn for a no-op vocabulary scan.

6. Amend or create a follow-up commit when the check produces edits. If step 4 or step 5 resulted in an edit to an instruction file and Phase 5 already committed the refresh changes, stage the newly edited file and either amend the existing commit (if still on the same branch and no push has occurred) or create a small follow-up commit (e.g., docs: add docs/solutions/ discoverability to AGENTS.md, docs: add CONCEPTS.md discoverability to AGENTS.md, or a combined message when both edits landed). If Phase 5 already pushed the branch to a remote (e.g., the branch+PR path), push the follow-up commit as well so the open PR includes the discoverability change. This keeps the working tree clean and the remote in sync at the end of the run. If the user chose "Don't commit" in Phase 5, leave the instruction-file edit unstaged alongside the other uncommitted refresh changes — no separate commit logic needed.