finalize-phase

name	finalize-phase
description	Completes feature/epic workflows after deployment with comprehensive walkthrough generation for epics (v5.0+), roadmap updates, artifact archival, documentation, and branch cleanup. Use after /ship-prod, /deploy-prod, or /build-local completes, or when user asks to finalize. (project)

Complete feature/epic workflow, generate walkthrough (epics only), update roadmap, archive artifacts, and preserve knowledge after deployment. Ensures clean workflow closure with self-improving workflow system.

This skill orchestrates the /finalize phase, the final step after successful deployment to production, direct-prod, or local build.

For Epic Workflows (v5.0+):

• Generate comprehensive walkthrough.md with velocity metrics, sprint results, lessons learned
• Run post-mortem audit with pattern detection (after 2-3 epics)
• Offer workflow healing with improvement recommendations
• Detect patterns for custom skills/commands generation

For Feature Workflows:

• Standard finalization (roadmap, artifacts, docs, branches)

Inputs: Deployed feature/epic, phase artifacts, ship report, state.yaml Outputs: walkthrough.md (epics only), updated roadmap, archived artifacts, updated documentation Expected duration: 10-15 minutes (features), 20-30 minutes (epics with walkthrough)

<quick_start> After deployment completes, finalize the workflow:

Epic Workflows (NEW in v5.0): 0. Generate walkthrough - Comprehensive epic summary with velocity metrics, sprint results, lessons learned, pattern detection

1. Run post-mortem audit - Final effectiveness analysis with improvement recommendations
2. Offer workflow healing - Apply discovered improvements with user approval

All Workflows (features + epics):

1. Update roadmap - Move to "Shipped" with completion date, version, production URL
2. Archive artifacts - Verify all phase artifacts in specs/NNN-slug/ or epics/NNN-slug/
3. Update documentation - README, CHANGELOG, user guides (if applicable)
4. Clean up branches - Delete feature branch locally and remotely
5. Commit finalization - Small commit documenting workflow closure

Key principles:

• Clean closure preserves knowledge and enables learning
• Epic walkthroughs enable self-improving workflow system
• Pattern detection (after 2-3 epics) suggests custom automation </quick_start>

Before beginning finalization: - Deployment completed successfully (/ship-prod, /deploy-prod, or /build-local done) - Ship report generated (ship-summary.md exists) - All phase artifacts present in specs/NNN-slug/ - Git working tree clean (all changes committed)

If deployment incomplete, return to /ship phase.

**Epic Walkthrough Generation** (Epic workflows only - NEW in v5.0)

Detect epic vs feature workflow and generate comprehensive walkthrough for epics.

Detection:

if [ -f "epics/*/epic-spec.xml" ]; then
  WORKSPACE_TYPE="epic"
  EPIC_DIR=$(dirname "epics/*/epic-spec.xml")
else
  WORKSPACE_TYPE="feature"
  # Skip to Step 1 (standard finalization)
  continue
fi

If feature workflow: Skip this step entirely, proceed to Step 1

If epic workflow: Generate walkthrough before standard finalization

Walkthrough Generation Pipeline:

1. Gather all epic artifacts:

   • epic-spec.xml (epic specification)
   • research.xml (research phase output)
   • plan.xml (plan phase output with meta-prompting)
   • sprint-plan.xml (task breakdown with dependency graph)
   • state.yaml (state tracking across phases)
   • audit-report.xml (workflow effectiveness analysis)
   • preview-report.xml (manual testing decision)
   • Sprint results from epics/NNN-slug/sprints/*/

2. Calculate velocity metrics:

   • Expected parallelization multiplier (from sprint-plan.xml)
   • Actual parallelization multiplier (from audit-report.xml)
   • Time saved in hours (parallel vs sequential execution)
   • Duration from start to completion

3. Extract key information:

   • Epic goal and success metrics
   • Phases completed with timestamps
   • Sprint execution results (status, tasks, duration, contracts, tests)
   • Validation results (optimization, preview decision)
   • Key files modified
   • Next steps (enhancements, technical debt, monitoring needs)

4. Generate walkthrough.xml and walkthrough.md:

   • Use template: .spec-flow/templates/walkthrough.xml
   • Populate with metrics, sprint results, lessons learned
   • Write both machine-readable (XML) and human-readable (Markdown) versions

5. Run post-mortem audit:

   • Invoke /audit-workflow --post-mortem
   • Analyze velocity accuracy (expected vs actual)
   • Detect bottlenecks and inefficiencies
   • Generate improvement recommendations

6. Pattern detection (if 2+ epics completed):

   • Analyze patterns across completed epics
   • Detect code generation patterns (service boilerplate repeated 3x)
   • Detect architectural patterns (all services use DI + Repository)
   • Detect workflow patterns (always clarify auth approach)
   • Suggest custom skills/commands if confidence ≥80%

7. Offer workflow healing:

   • Display immediate improvements from audit recommendations
   • Categorize by priority (immediate vs deferred)
   • Offer /heal-workflow to apply improvements
   • Save deferred improvements for pattern-based optimization

8. Commit walkthrough:

git add epics/*/walkthrough.xml
git add epics/*/walkthrough.md
git add epics/*/audit-report.xml

git commit -m "docs: generate epic walkthrough

[EPIC SUMMARY]
Epic: ${epic_slug}
Duration: ${duration_hours}h
Velocity: ${velocity_multiplier}x (saved ${time_saved}h)

[SPRINTS COMPLETED]
Total: ${total_sprints}
Execution: ${execution_strategy}
Tasks: ${tasks_completed}/${total_tasks}

[QUALITY METRICS]
Audit Score: ${audit_score}/100
Phase Efficiency: ${phase_efficiency}/100

[LESSONS LEARNED]
- What worked: ${what_worked_summary}
- What struggled: ${what_struggled_summary}

{IF recommendations > 0}
Improvement recommendations: ${recommendations_count}
Run /heal-workflow to apply improvements
{ENDIF}

🤖 Generated with Claude Code
Co-Authored-By: Claude <[e-mail]>"

9. Present walkthrough summary to user with:
   • Velocity metrics (expected vs actual, time saved)
   • Sprint results (status, tasks, duration, tests)
   • Quality metrics (audit score, phase efficiency, parallelization score)
   • What worked / what struggled / lessons learned
   • Improvement recommendations (if any)
   • Pattern detection results (if 2+ epics completed)

After walkthrough complete: Proceed to Step 1 (standard finalization)

Validation: For epics, walkthrough.xml and walkthrough.md exist in epics/NNN-slug/

See reference.md for epic walkthrough generation details.

**Update Roadmap**

Move feature from "In Progress" to "Shipped" section in roadmap.

Actions:

1. Open .spec-flow/memory/roadmap.md
2. Find feature in "In Progress" section
3. Move to "Shipped" section with completion details

Required information:

• Completion date (deployment date)
• Version number (from CHANGELOG or ship report)
• Production URL (if applicable)
• Links to ship report and release notes

Example:

## Shipped

### Student Progress Dashboard (v1.3.0) - Shipped 2025-10-21

- **Production URL**: https://app.example.com/students/progress
- **Ship Report**: specs/042-student-progress-dashboard/ship-summary.md
- **Release Notes**: CHANGELOG.md#v1.3.0
- **Impact**: Teachers can now track student progress with completion rates and time spent

Validation: Feature appears in "Shipped" section with all required details.

See reference.md for roadmap update checklist.

**Archive Artifacts**

Verify all workflow artifacts archived in specs/NNN-slug/ directory.

Required artifacts checklist:

• spec.md (feature specification)
• plan.md (implementation plan)
• tasks.md (task breakdown)
• optimization-report.md (quality gates results)
• preview-checklist.md (manual testing checklist - if applicable)
• ship-summary.md (deployment report)
• release-notes.md (user-facing release notes)
• state.yaml (workflow state tracking)

Optional artifacts:

• clarifications.md (if /clarify phase ran)
• analysis-report.md (if /validate phase ran)
• staging-ship-report.md (if staging deployment happened)

Validation steps:

# List all artifacts in feature directory
ls -la specs/NNN-slug/

# Should see all required files
# No temporary files (.tmp, .bak, etc.)

If artifacts missing:

• Check for artifacts in wrong locations (root directory, temp folders)
• Regenerate missing artifacts if possible
• Document missing artifacts in finalization commit message

See reference.md for complete artifact checklist.

**Update Documentation**

Update user-facing documentation for shipped feature.

README.md updates (if user-facing feature):

## Features

- **Student Progress Dashboard** - Track student completion rates and time spent
  - View individual student progress
  - Filter by class, subject, or time period
  - Export progress reports to CSV

CHANGELOG.md updates:

## [1.3.0] - 2025-10-21

### Added

- Student progress dashboard with completion tracking
- CSV export for progress reports
- Filtering by class, subject, and time period

### Changed

- Improved dashboard load time from 3s to 1.2s

### Fixed

- Fixed timeout issue with large datasets (pagination added)

User guides (for complex features):

• Create docs/features/student-progress-dashboard.md
• Include screenshots, usage instructions, FAQs
• Link from README.md

Validation: Documentation accurately reflects shipped feature.

See reference.md for documentation standards.

**Clean Up Branches**

Delete feature branch locally and remotely (if applicable).

Local branch deletion:

# Verify branch is merged
git branch --merged main | grep feature/042-student-progress-dashboard

# Delete local branch
git branch -d feature/042-student-progress-dashboard

Remote branch deletion (if pushed to remote):

# Delete remote branch
git push origin --delete feature/042-student-progress-dashboard

# Verify deletion
git branch -r | grep feature/042-student-progress-dashboard  # Should return nothing

If branch not merged:

• Verify feature deployed successfully
• If deployed, force delete: git branch -D feature/...
• Document why branch not merged in commit message

Validation: Feature branch no longer exists locally or remotely.

See reference.md for branch cleanup guidelines.

**Commit Finalization**

Create small commit documenting workflow closure.

Commit format:

git add .spec-flow/memory/roadmap.md README.md CHANGELOG.md
git commit -m "chore: finalize student-progress-dashboard (v1.3.0)

Updated roadmap, README, and CHANGELOG
Archived artifacts in specs/042-student-progress-dashboard/"

Commit message format:

• Type: chore (finalization is housekeeping)
• Subject: finalize [feature-name] ([version])
• Body: List what was updated (roadmap, docs, etc.)

Update state.yaml:

finalization:
  status: completed
  completion_date: 2025-10-21
  version: v1.3.0
  artifacts_archived: true
  documentation_updated: true
  branches_cleaned: true

Validation: Finalization commit pushed to main branch.

See reference.md for commit best practices.

After finalization phase, verify:

• Roadmap updated (feature in "Shipped" section with completion date, version, URL)
• All artifacts archived (checklist 100% complete)
• Documentation updated (README, CHANGELOG, user guides if applicable)
• Branches cleaned up (feature branch deleted locally and remotely)
• Finalization committed (chore commit with workflow closure details)
• state.yaml updated (finalization.status = completed)

Workflow is now cleanly closed and ready for retrospective analysis.

<anti_patterns> ❌ Don't: Skip roadmap update, leave feature in "In Progress" ✅ Do: Always move to "Shipped" with completion date and links

Why: Roadmap becomes stale and inaccurate. Team loses visibility into what shipped and when.

Impact:

• Historical tracking lost
• Roadmap doesn't reflect reality
• Hard to analyze velocity over time

Example (bad):

Feature deploys to production
/finalize skips roadmap update
Roadmap still shows feature "In Progress"
6 months later: "Did we ship this? When?"

Example (good):

Feature deploys to production
/finalize updates roadmap immediately
Roadmap shows "Shipped 2025-10-21, v1.3.0"
6 months later: Clear historical record

**❌ Don't**: Skip README/CHANGELOG updates for "small" features **✅ Do**: Update all user-facing documentation for every shipped feature

Why: Knowledge loss compounds over time. Users can't discover features if not documented.

Impact:

• Feature discovery issues (users don't know feature exists)
• Onboarding friction (new team members confused)
• Version history unclear (what changed when?)

Example (bad):

Ship feature, skip README update
3 months later: User asks "Do we have progress tracking?"
Answer: "Yes, we shipped that 3 months ago" (not documented)

Example (good):

Ship feature, update README immediately
README: "Student Progress Dashboard - Track completion"
User discovers feature organically from README

**❌ Don't**: Leave feature branches around "just in case" **✅ Do**: Delete merged feature branches immediately

Why: Branch clutter makes it hard to find active work.

Impact:

• Git branch list becomes unusable (100+ stale branches)
• Hard to identify active development
• Wastes storage (remote branches)

Example (bad):

git branch -a
# Shows 87 feature branches (only 3 active)
# Which branches are safe to delete? Unknown.

Example (good):

git branch -a
# Shows 3 feature branches (all active)
# Clear signal: current work only

**❌ Don't**: Update files without committing finalization **✅ Do**: Create explicit finalization commit documenting closure

Why: Finalization changes should be tracked in git history.

Impact:

• Changes not backed up
• No clear signal when workflow closed
• Hard to audit finalization process

Example (bad):

Update roadmap, README, CHANGELOG
Git status: 3 modified files
Never commit (lose changes on machine wipe)

Example (good):

Update roadmap, README, CHANGELOG
git commit -m "chore: finalize feature (v1.3.0)"
Clear git history marker: finalization happened

**❌ Don't**: Delete or lose phase artifacts after deployment **✅ Do**: Archive all artifacts in specs/NNN-slug/ permanently

Why: Artifacts contain valuable context for future maintenance.

Impact:

• Context loss (why was feature built this way?)
• Hard to debug issues (no spec to reference)
• Can't analyze past decisions (no plan to review)

Example (bad):

Ship feature, delete spec.md and plan.md
6 months later: "Why did we implement it this way?"
Answer: Unknown (artifacts deleted)

Example (good):

Ship feature, archive all artifacts
6 months later: "Why did we implement it this way?"
Answer: Check specs/042-.../spec.md (clear rationale)

<best_practices> Run /finalize immediately after deployment succeeds:

• Don't defer finalization "for later"
• Don't batch multiple finalizations
• Run while deployment fresh in memory

Result: Accurate documentation, fewer missed steps

Use complete artifact checklist from reference.md:

• Verify each artifact present
• Check for artifacts in wrong locations
• Document missing artifacts if any

Result: Complete archival, no lost context

Always update README and CHANGELOG for user-facing features:

• README: Feature list with one-line descriptions
• CHANGELOG: Version entry with Added/Changed/Fixed
• User guides: Detailed instructions for complex features

Result: Feature discoverability, clear version history

Delete merged branches immediately:

• Verify branch merged before deleting
• Delete local and remote branches
• Keep git branch list clean (active work only)

Result: Clear signal of active development, reduced clutter

Create explicit commit documenting workflow closure:

• Type: chore
• Subject: finalize [feature-name] ([version])
• Body: List updates (roadmap, docs, artifacts)

Result: Clear git history marker, auditable finalization </best_practices>

<success_criteria> Finalization phase complete when:

• Roadmap updated (feature moved to "Shipped" with date, version, URL, links)
• All artifacts archived (100% checklist complete in specs/NNN-slug/)
• Documentation updated (README, CHANGELOG, user guides if applicable)
• Branches cleaned up (feature branch deleted locally and remotely)
• Finalization committed (chore commit documenting closure)
• state.yaml updated (finalization.status = completed)

Workflow is cleanly closed and ready for retrospective analysis. </success_criteria>

<quality_standards> Good finalization:

• Immediate (runs right after deployment)
• Complete (all artifacts archived, all docs updated)
• Clean (branches deleted, commit made)
• Documented (roadmap + README + CHANGELOG updated)

Bad finalization:

• Deferred (runs days/weeks later, details forgotten)
• Incomplete (missing artifacts, incomplete docs)
• Messy (branches not deleted, no commit)
• Undocumented (roadmap stale, README outdated) </quality_standards>

**Issue**: Can't find feature in roadmap "In Progress" section **Solution**: Check "Backlog" or "Planned" sections, or search entire roadmap file with grep

Issue: Missing artifacts (spec.md, plan.md, etc.) Solution: Check root directory, temp folders, or regenerate if possible. Document missing in commit.

Issue: Feature branch won't delete (not merged) Solution: Verify feature deployed successfully, then force delete with git branch -D. Document in commit.

Issue: Unclear what version to use Solution: Check CHANGELOG for next version number, or use deployment date as version (v2025.10.21)

Issue: Don't know what to put in CHANGELOG Solution: Review ship-summary.md and release-notes.md for user-facing changes. Focus on Added/Changed/Fixed.

<reference_guides> Finalization procedures:

• Roadmap Update Checklist (reference.md#roadmap-updates) - Required information and format
• Artifact Archival Guide (reference.md#artifact-archival) - Complete checklist and validation
• Documentation Standards (reference.md#documentation-updates) - README, CHANGELOG, user guide formats

Examples:

• Complete Finalization (examples.md#complete-finalization) - All steps done correctly
• Rushed Cleanup (examples.md#rushed-cleanup) - What happens when steps skipped

Workflow closure: After finalization completes, feature workflow is closed. Retrospective analysis can begin to learn from past work. </reference_guides>