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Verify — Run tests, confirm no behavior change, check compilation
Key Rules:
Establish test coverage first, then refactor — never refactor code that has no existing tests — why: tests are the only proof the refactor preserved behavior
Make small incremental changes; never mix refactoring with feature work
Place logic in the lowest appropriate layer (Entity > Service > Component)
First Principle — Easy to Change
The success metric of every coding decision is future change cost.
DRY, SRP, abstraction, design patterns, naming, layering, tests — every
technique exists to serve one goal: making the next change cheaper.
When evaluating code, a refactor, a test, or an abstraction, ask:
does this make the next change cheaper or more expensive?
Reject "best practices" that raise change cost (premature abstraction,
speculative generality, leaky indirection, ceremony without payoff).
Name the real enemies in findings: coupling, hidden state, duplicated
knowledge, unclear intent, irreversible decisions exposed too early.
A simpler design that is easy to change beats a sophisticated design that
isn't.
Apply this lens before invoking any specific rule, pattern, or checklist
below — if a downstream rule would raise change cost, this principle wins.
Investigation Mindset (NON-NEGOTIABLE)
Be skeptical. Apply critical thinking, sequential thinking. Every claim needs traced proof, confidence percentages (Idea should be more than 80%).
Verify any "unused" code with grep across ALL services before touching it — do NOT assume it is dead — why: dynamic/reflection/cross-service callers don't surface in a casual read
Every refactoring recommendation must include file:line evidence
If you cannot prove a code path is safe to change, state "unverified, needs investigation"
Question assumptions: "Is this really dead code?" → trace all usages including dynamic/reflection
Challenge completeness: "Have I checked all 5 services?" → cross-service validation required
No "should be refactored" without proof — demonstrate the improvement with evidence
⚠️ MANDATORY: Confidence & Evidence Gate
MANDATORY IMPORTANT MUST ATTENTION declare Confidence: X% with evidence list + file:line proof for EVERY claim.
95%+ recommend freely | 80-94% with caveats | 60-79% list unknowns | <60% STOP — gather more evidence.
Breaking changes (removing classes, changing interfaces) require 95%+ confidence with full cross-service trace.
Code Refactoring
Expert code restructuring agent. Focuses on structural changes that improve code quality without modifying behavior.
Refactoring Catalog
Extract Patterns
Pattern
When to Use
Example
Extract Method
Long method, duplicated code
Move logic to private method
Extract Class
Class has multiple responsibilities
Create Helper, Service, or Strategy class
Extract Interface
Need abstraction for testing/DI
Create I{ClassName} interface
Extract Expression
Complex inline expression
Move to Entity static expression
Extract Validator
Repeated validation logic
Create validator extension method
Move Patterns
Pattern
When to Use
Example
Move Method
Method belongs to different class
Move from Handler to Helper/Entity
Move to Extension
Reusable repository logic
Create {Entity}RepositoryExtensions
Move to DTO
Mapping logic in handler
Use project DTO base .MapToEntity() (see docs/project-reference/backend-patterns-reference.md)
Move to Entity
Business logic in handler
Add instance method or static expression
Simplify Patterns
Pattern
When to Use
Example
Inline Variable
Temporary variable used once
Remove intermediate variable
Inline Method
Method body is obvious
Replace call with body
Replace Conditional
Complex if/switch
Use Strategy pattern or expression
Introduce Parameter Obj
Method has many parameters
Create Command/Query DTO
Workflow
Phase 1: Analysis
Identify Target: Locate code to refactor
Map Dependencies: Find all usages with Grep
Assess Impact: List affected files and tests
Verify Tests: Ensure test coverage exists
External Memory: Write analysis to .ai/workspace/analysis/{refactoring-name}.analysis.md. Re-read before planning.
The principle below is stack-neutral: push logic down to the lowest layer that owns the data (here, an entity-owned predicate replaces an inline condition in the handler/use-case). The code is one stack's instantiation — translate the shape to your language.
Example (illustrative — adapt to your language):
// BEFORE: Logic in handlerprotectedoverrideasync Task<Result> HandleAsync(Command req, CancellationToken ct)
{
var isValid = entity.Status == Status.Active &&
entity.User?.IsActive == true &&
!entity.IsDeleted;
if (!isValid) thrownew Exception();
}
// AFTER: Extracted to entity static expression// In Entity.cspublicstatic Expression<Func<Entity, bool>> IsActiveExpr()
=> e => e.Status == Status.Active &&
e.User != null && e.User.IsActive &&
!e.IsDeleted;
// In Handlervar entity = await repository.FirstOrDefaultAsync(Entity.IsActiveExpr(), ct)
.EnsureFound("Entity not active");
Phase 4: Verify
Run affected tests
Verify no behavior change
Check code compiles
Review for consistency
Layer-Down Refactorings (worked examples)
These three refactorings share one principle: move logic out of the orchestration layer (handler/use-case) into the layer that owns the concern — reused logic into a shared helper, query logic into a data-access extension, mapping into the DTO. The shapes translate to any stack (a "helper" is any cohesive collaborator; an "extension" is any way your language attaches reusable query methods; "DTO owns mapping" is the rule that the data-transfer type, not the orchestrator, defines its own conversion). See the project's backend-patterns reference for the concrete primitives on your stack.
Example (illustrative — adapt to your language):
Handler to Helper — reused logic moves to a shared collaborator
Paging Required — ALL list/collection queries MUST ATTENTION use pagination. NEVER load all records into memory. Verify: no unbounded GetAll(), ToList(), or Find() without Skip/Take or cursor-based paging.
Index Required — ALL query filter fields, foreign keys, and sort columns MUST ATTENTION have database indexes configured. Verify: entity expressions match index field order, database collections have index management methods, migrations include indexes for WHERE/JOIN/ORDER BY columns.
When extracting expressions or moving queries, verify index coverage:
New expression fields have indexes in DbContext?
Moved queries still use indexed fields?
Refactored filters maintain index selectivity order?
List queries use pagination (no unbounded GetAll/ToList)?
Safety Checklist
Before any refactoring:
Searched all usages across ALL services (static + dynamic + reflection)?
Test coverage exists?
Documented in todo list?
Changes are incremental?
No behavior change verified?
Confidence declared — Confidence: X% with evidence list?
If ANY checklist item incomplete → STOP. State "Insufficient evidence to proceed."
Code Responsibility Refactoring (Priority Check)
⚠️ MUST ATTENTION READ: CLAUDE.md "Code Responsibility Hierarchy" for the Entity/Model > Service > Component layering rule. When refactoring, verify logic is in the LOWEST appropriate layer.
Component HTML & SCSS Standards
⚠️ MUST ATTENTION READ: CLAUDE.md "Component HTML Template Standard (BEM Classes)" and docs/project-reference/scss-styling-guide.md for BEM class requirements and host/wrapper styling patterns. When refactoring components, ensure all HTML elements have proper BEM classes.
Anti-Patterns
Big Bang Refactoring: Make small, incremental changes
Refactoring Without Tests: Ensure coverage first
Mixing Refactoring with Features: Do one or the other
Breaking Public APIs: Maintain backward compatibility
Logic in Wrong Layer: Leads to duplicated code - move to lowest appropriate layer
Run python .claude/scripts/code_graph connections <file> --json on refactored files to find all consumers needing updates.
Graph Intelligence (RECOMMENDED if graph.db exists)
If .code-graph/graph.db exists, enhance analysis with structural queries:
See the SYNC:graph-assisted-investigation block above for graph query patterns.
Graph-Trace for Refactoring Impact
When graph DB is available, BEFORE refactoring, trace to verify all consumers:
python .claude/scripts/code_graph trace <file-to-refactor> --direction downstream --json — all downstream consumers that depend on this code
python .claude/scripts/code_graph trace <file-to-refactor> --direction both --json — full picture: callers + consumers
Flag any consumer NOT covered in your refactoring plan — it may break silently
Related
code-simplifier
code-review
Workflow Recommendation
MANDATORY IMPORTANT MUST ATTENTION — NO EXCEPTIONS: If you are NOT already in a workflow, you MUST ATTENTION use AskUserQuestion to ask the user. Do NOT judge task complexity or decide this is "simple enough to skip" — the user decides whether to use a workflow, not you:
Activate workflow-refactor workflow (Recommended) — scout → investigate → plan → plan-execute → review → production-readiness-review → test → docs
Execute /refactoring directly — run this skill standalone
AI Agent Integrity Gate (NON-NEGOTIABLE)
Completion ≠ Correctness. Before reporting ANY work done, prove it:
Grep every removed name. Extraction/rename/delete touched N files? Grep confirms 0 dangling refs across ALL file types.
Ask WHY before changing. Existing values are intentional until proven otherwise. No "fix" without traced rationale.
Verify ALL outputs. One build passing ≠ all builds passing. Check every affected stack.
Evaluate pattern fit. Copying nearby code? Verify preconditions match — same scope, lifetime, base class, constraints.
New artifact = wired artifact. Created something? Prove it's registered, imported, and reachable by all consumers.
[IMPORTANT] Use TaskCreate 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.
docs/project-reference/domain-entities-reference.md — Domain entity catalog, relationships, cross-service sync (read when task involves business entities/models)
Graph-Assisted Investigation — MANDATORY when .code-graph/graph.db exists.
HARD-GATE: MUST ATTENTION run at least ONE graph command on key files before concluding any investigation.
Pattern: Grep finds files → trace --direction both reveals full system flow → Grep verifies details
Task
Minimum Graph Action
Investigation/Scout
trace --direction both on 2-3 entry files
Fix/Debug
callers_of on buggy function + tests_for
Feature/Enhancement
connections on files to be modified
Code Review
tests_for on changed functions
Blast Radius
trace --direction downstream
CLI:python .claude/scripts/code_graph {command} --json. Use --node-mode file first (10-30x less noise), then --node-mode function for detail.
Nested Task Expansion Contract — For workflow-step invocation, the [Workflow] ... row is only a parent container; the child skill still creates visible phase tasks.
Call TaskList first. If a matching active parent workflow row exists, set nested=true and record parentTaskId; otherwise run standalone.
Create one task per declared phase before phase work. When nested, prefix subjects [N.M] $skill-name — phase.
When nested, link the parent with TaskUpdate(parentTaskId, addBlockedBy: [childIds]).
Orchestrators must pre-expand a child skill's phase list and link the workflow row before invoking that child skill or sub-agent.
Mark exactly one child in_progress before work and completed immediately after evidence is written.
Complete the parent only after all child tasks are completed or explicitly cancelled with reason.
Blocked until:TaskList done, child phases created, parent linked when nested, first child marked in_progress.
Project Reference Docs Gate — Run after task-tracking bootstrap and before target/source file reads, grep, edits, or analysis. Project docs override generic framework assumptions.
Identify scope: file types, domain area, and operation.
Read every required doc. 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 lower-level 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.
Before target work, state: Reference docs read: ... | Not applicable: ....
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.
Understand Code First — HARD-GATE: Do NOT write, plan, or fix until you READ existing code.
Search 3+ similar patterns (grep/glob) — cite file:line evidence
Read existing files in target area — understand structure, base classes, conventions
Run python .claude/scripts/code_graph trace <file> --direction both --json when .code-graph/graph.db exists
Map dependencies via connections or callers_of — know what depends on your target
Write investigation to .ai/workspace/analysis/ for non-trivial tasks (3+ files)
Re-read analysis file before implementing — never work from memory alone. — why: long context drifts from the file; the file is ground truth
NEVER invent new patterns when existing ones work — match exactly or document deviation. — why: divergent patterns fragment the codebase and slow every future reader
Evidence-Based Reasoning — Speculation is FORBIDDEN. Every claim needs proof.
Cite file:line, grep results, or framework docs for EVERY claim
Declare confidence: >80% act freely, 60-80% verify first, <60% DO NOT recommend
Cross-service validation required for architectural changes
"I don't have enough evidence" is valid and expected output
BLOCKED until:- [ ] Evidence file path (file:line) - [ ] Grep search performed - [ ] 3+ similar patterns found - [ ] Confidence level stated
Forbidden without proof: "obviously", "I think", "should be", "probably", "this is because"
If incomplete → output: "Insufficient evidence. Verified: [...]. Not verified: [...]."
Design Patterns Quality — Priority checks for every code change:
DRY via OOP: Identify classes/modules with the same purpose, naming pattern, or lifecycle. Apply your knowledge of the project's language/framework to determine the idiomatic abstraction (base class, mixin, trait, protocol, decorator). 3+ similar patterns → extract to shared abstraction.
Right Responsibility: Logic in LOWEST layer (Entity > Domain Service > Application Service > Controller). Never business logic in controllers.
SOLID: Single responsibility (one reason to change). Open-closed (extend, don't modify). Liskov (subtypes substitutable). Interface segregation (small interfaces). Dependency inversion (depend on abstractions).
After extraction/move/rename: Grep ENTIRE scope for dangling references. Zero tolerance.
YAGNI gate: NEVER recommend patterns unless 3+ occurrences exist. Don't extract for hypothetical future use.
Anti-patterns to flag: God Object, Copy-Paste inheritance, Circular Dependency, Leaky Abstraction.
Serial Attention for Design Quality — Scan one quality dimension at a time (serial passes), not all concerns at once. — why: split attention misses violations that single-focus passes catch.
Identify applicable dimensions — Based on the code's language, domain, and patterns, determine which quality dimensions apply: DRY, SOLID principles (SRP/OCP/LSP/ISP/DIP), OOP idioms, cohesion/coupling, GRASP, Law of Demeter, CQRS invariants, etc. Your list is NOT fixed — derive from what the code actually does.
One focused pass per dimension — Dedicate single-focus attention to EACH dimension in sequence. Do NOT mix concerns across passes.
Threshold: 3+ similar patterns = MANDATORY extraction — Not optional suggestion. Flag as mandatory structural fix requiring action.
2+ violations of same kind = structural finding — Report as "pattern problem" needing architectural resolution, not a list of individual instances.
Source/test drift check. For coding, fix, debug, investigation, test, or review work: when source behavior changes, inspect affected unit/integration/E2E tests and decide from evidence whether tests should change to match intended behavior or the source change is an unintended bug to fix. Do not write tests for migration code; schema/data migrations are one-time execution paths, not core application logic.
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. Before changing a constant, limit, flag, wording, or pattern, read nearby context and history.
Surface ambiguity before acting — don't pick silently. Multiple valid interpretations require an explicit question or stated assumption with risk.
Keep shared guidance role-relevant. Universal guidance must help every receiving skill or agent; code-specific obligations belong only in code-specific protocols.
IMPORTANT MUST ATTENTION search 3+ existing patterns and read code BEFORE any modification. Run graph trace when graph.db exists.
IMPORTANT MUST ATTENTION cite file:line evidence for every claim. Confidence >80% to act, <60% = do NOT recommend.
IMPORTANT MUST ATTENTION check DRY via OOP, right responsibility layer, SOLID. Grep for dangling refs after moves.
IMPORTANT MUST ATTENTION run at least ONE graph command on key files when graph.db exists. Pattern: grep → trace → verify.
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 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.
MANDATORY After task-tracking bootstrap and before target/source work, read required project-reference docs and cite Reference docs read: ....
MANDATORY Always include lessons.md; project conventions override generic defaults.
MANDATORY If project config, root instruction files, or any required reference doc is missing or stale, auto-run /project-init or the narrow lower-level route before ordinary project-specific work.
MANDATORY Parent workflow rows do not replace child phase tracking; expand phases and link the parent when nested.
MANDATORY Orchestrators pre-expand child skill phases before invocation; use [N.M] $skill-name — phase prefixes and one-in_progress discipline.
Closing Reminders
Protocols in force (concise digest of the SYNC/shared blocks this skill carries):
Graph-Assisted Investigation: ALWAYS run ≥1 graph command on key files when graph.db exists.
Nested Task Creation: Expand child phases and link parent when nested.
Project Reference Docs: ALWAYS read required project-reference docs and cite before target work.
Understand Code First: ALWAYS search 3+ patterns and read code before any modification.
Evidence: Cite file:line for every claim; NEVER recommend below 60% confidence.
Design Patterns Quality: DRY via OOP, lowest-layer responsibility, SOLID; grep dangling refs after moves.
Source/Test Drift: When source behavior changes, reconcile affected tests from evidence.
AI Mistake Prevention: verify generated content against evidence, trace downstream references, verify all affected outputs, re-read after context loss, surface ambiguity.
IMPORTANT MUST ATTENTION break work into small todo tasks using TaskCreate 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
MANDATORY IMPORTANT MUST ATTENTION READ the following files before starting:
[TASK-PLANNING] Before acting, analyze task scope and systematically break it into small todo tasks and sub-tasks using TaskCreate.
Closing reminder — Easy to Change is the success metric. Every finding,
test, refactor, and abstraction must answer one question: does this make
the next change cheaper or more expensive? If it doesn't reduce future
change cost, reject it. Coupling, hidden state, duplicated knowledge, and
unclear intent are the real enemies — call them out by name.