- name
- steering-specs-generator
- description
- Extract tacit engineering knowledge through guided interviews and generate structured steerings. Use when user mentions "steerings", "tacit knowledge", "conventions", "engineering practices", "interview", or wants to document team/project knowledge. Also activates when user asks for "steerings for X", "document X conventions", "continue steerings", "resume interview", or wants to extract knowledge about a specific topic. Supports reviewing and transforming existing steerings to standard format. Auto-detects existing sessions and offers to continue incomplete ones.
- allowed-tools
- Read, Write, AskUserQuestion, Glob, Task
- allowed-tools-codex
- exec_command, apply_patch, request_user_input, spawn_agent, send_input, wait, close_agent
# Steering Specs Generator
Conducts context-aware interviews to extract tacit engineering knowledge and generate agent-readable steerings. Format: **Intent (Why) → Rules (What) → Practices (How) → Meta**.
Supports **predefined packs** (8 areas) and **custom topics** (user-specified).
**Flow overview:** See [flow-diagram.md](flow-diagram.md) for visual representation.
## Prerequisites
- [pack-reference.md](pack-reference.md) — Topic areas and questions
- [steering-template.md](steering-template.md) — Output format
- Access to an "ask user" tool and a "run subagent task" tool
## Tooling Compatibility (Claude Code ↔ Codex CLI)
This skill was originally authored for **Claude Code** tool names (e.g. `AskUserQuestion`, `Task`). To keep it portable, treat these as *capabilities* and map them to your runtime:
- **Ask user (blocking input)**
- Claude Code: `AskUserQuestion`
- Codex CLI: `request_user_input`
- If choice options aren't supported by your tool, present choices in text and ask for an index/label.
- **Run subagents / parallel work**
- Claude Code: `Task` (+ its output/wait mechanism)
- Codex CLI: `spawn_agent` + `wait` (+ optionally `send_input` to clarify) + `close_agent` when done
- **Repo scanning / file IO**
- Claude Code: `Read` / `Write` / `Glob`
- Codex CLI: `exec_command` for search/listing, `apply_patch` for edits (or your runtime’s native file tools)
In the rest of this doc:
- `ASK_USER(...)` means "use your environment’s ask-user tool".
- "Task agent" means "spawn a subagent and wait for its output".
## Mode Selection
| Keywords | Mode |
|----------|------|
| "review steerings", "transform steerings", "fix format" | → Review Mode (Step R) |
| "continue steerings", "continue session", "resume interview" | → Interview Mode (Step 0) with session check |
| "steerings", "tacit knowledge", "interview", "conventions" | → Interview Mode (Step 0) |
---
## Interview Flow
### Step 0: Check for Existing Sessions
Before configuring paths, check if sessions already exist in the repo:
1. **Scan common session directories:**
- `.sessions/`
- `sessions/`
- `docs/sessions/`
2. **If sessions found**, present `ASK_USER(...)`:
```yaml
questions:
- question: "Found existing session(s). Continue or start fresh?"
header: "Session"
options:
- label: "Continue {sessionId}"
description: "Resume incomplete session ({N} of {M} packs done)"
- label: "Start new session"
description: "Create fresh session with new ID"
```
3. **If continuing existing session:**
- Set `sessionsPath` to parent directory of found session
- Set `sessionId` to selected session name
- Scan `{sessionsPath}{sessionId}/` for completed pack files
- **Completed pack detection:** A pack is complete if:
- File `{packId}.md` exists AND
- Contains `## Interview` section with at least one `### Q` entry
- Store `completedPacks[]` list (pack IDs to skip)
- Read `explore-docs-conventions.md` and `explore-repo-context.md` paths if they exist
- Skip to Step 3 (Pack Interview Loop), filtering out completed packs
4. **If starting new or no sessions found** → Continue to Step 0a
### Step 0a: Configure Output Paths
Ask user to confirm paths using `ASK_USER(...)`:
```yaml
questions:
- question: "Where should steering files be saved?"
header: "Steerings"
options: ["./steerings/", "docs/steerings/", ".memory-bank/steerings/", "Custom"]
- question: "Where should session files be saved?"
header: "Sessions"
options: ["./sessions/", ".sessions/", "docs/sessions/", "Custom"]
- question: "Where should action items be saved?"
header: "Backlog"
options: ["./backlog/", "Same as steerings parent", ".backlog/", "Custom"]
```
**Store:** `steeringsPath`, `sessionsPath`, `backlogPath`. Create directories if needed.
**Defaults:** `steerings/`, `sessions/`, `backlog/`
### Step 0b: Generate `sessionId` - short words id
### Step 1: Define Topics
**Custom topic detected** (patterns: "steerings for X", "document X conventions"):
- If clear → Generate `packId`, `packName`, `packType: "custom"`, `customTopicDescription`
- If broad → Clarify with `ASK_USER(...)` (aspects, level, scope)
**No custom topic** → Present 8 predefined packs as multi-select:
### Step 1a: Choose Interview Mode
Ask user to select interview mode using `ASK_USER(...)`:
```yaml
questions:
- question: "Interview mode preference?"
header: "Mode"
options:
- label: "Interactive (default)"
description: "Answer questions one-by-one with discussion"
- label: "Fast mode"
description: "Answer all questions at once, faster execution"
```
**Store:** `interviewMode` ("interactive" or "fast")
| Pack | ID |
|------|----|
| Codebase Topology & Ownership | `codebase-topology-ownership` |
| Architecture & Design Invariants | `architecture-design-invariants` |
| Business Domain Contracts | `business-domain-contracts` |
| Quality & Style Assurance | `quality-style-assurance` |
| Testing & Verification Strategy | `testing-verification-strategy` |
| Risk & Historical Landmines | `risk-historical-landmines` |
| Security, Data & Compliance | `security-data-compliance` |
| Delivery Lifecycle & Change Flow | `delivery-lifecycle-change-flow` |
### Step 2: Discovery (Parallel Explore)
Run TWO Explore agents in parallel. Each writes report to `{sessionsPath}{sessionId}` and returns path.
**Explore #1 - Docs & Conventions:**
```
Analyze repository for: steering files, CONVENTIONS.md, ARCHITECTURE.md,
CLAUDE.md, README conventions, eslint/prettier/tsconfig.
OUTPUT: Write to `{sessionsPath}{sessionId}/explore-docs-conventions.md`, return path.
```
**Explore #2 - Repo Context:**
```
Analyze: project purpose, tech stack, directory structure, main modules, patterns.
OUTPUT: Write to `{sessionsPath}{sessionId}/explore-repo-context.md`, return path.
```
**Capture paths:** `docsConventionsReportPath`, `repoContextReportPath`
### Step 3: Pack Interview Loop
**Filter packs:** If `completedPacks[]` exists (from session continuation), exclude those pack IDs from processing.
**Show progress when continuing:**
```
Continuing session: {sessionId}
✅ Completed: {completedPacks.join(', ')}
⏳ Remaining: {remainingPacks.join(', ')}
```
**When running packs in parallel:**
- Launch all pack agents as background tasks
- Capture all task IDs
- Wait for all to complete (Claude: Task output/wait; Codex: `wait`)
- Display progress as packs finish
Spawn a **Task agent per pack** - run all in parallel for faster execution.
Claude Code: use `run_in_background: true` for each `Task` call, then wait for all to complete.
Codex CLI: `spawn_agent` for each pack, capture agent IDs, then `wait` for completion (optionally streaming progress as each finishes).
```yaml
subagent_type: "general-purpose"
description: "Interview for {packName}"
prompt: |
Conduct interview for a single pack and save results.
## Pack Info
- Pack ID: {packId}
- Pack Name: {packName}
- Pack Type: {packType} # "predefined" or "custom"
- Custom Description: {customTopicDescription} # only if custom
## Context Files
- Pack Reference: pack-reference.md
- Repo Context: {repoContextReportPath}
- Docs & Conventions: {docsConventionsReportPath}
## Output
- Path: {sessionsPath}{sessionId}/{packId}.md
## Instructions
### 1. Read Context
Read pack-reference.md to get question themes for this pack.
Read repoContextReportPath and docsConventionsReportPath for grounding.
These reports contain ALL necessary findings - do NOT run additional explores.
### 2. Generate Questions
Question count:
- Predefined: 5
- Custom (narrow): 3-4
- Custom (medium): 5
- Custom (broad): 6-7
Guidelines:
- Ground ONLY in the provided explore reports + existing docs
- Reference actual code: "I see X in Y file..." (from reports)
- Ask about conventions, not roadmap
- Offer 4 options (A/B/C/D)
- Mark one as "⭐ Recommended" at end of description
Pattern:
Q: I found {finding}. How should {convention question}?
A) {Option} — {rationale}
B) {Option} — {rationale} ⭐ Recommended
C) {Option} — {rationale}
D) {Option} — {rationale}
### 3. Conduct Interview
If interviewMode is "fast":
- Present all questions in a single markdown code block
- User responds with all answers at once (e.g., "A, B, A, C, B")
If interviewMode is "interactive":
- Present via `ASK_USER(...)` (max 4 questions per call if your runtime supports batching)
### 4. Classify Responses
For each response, classify as:
- CONVENTION: Timeless, future-focused ("When implementing X, do Y")
- ACTION_ITEM: Temporal, fixes current state ("Replace X", "Fix X")
### 5. Extract and Save Results
Extract rules immediately (not full Q&A) and write to {sessionsPath}{sessionId}/{packId}.md:
- CONVENTION items → "## Conventions" section
- ACTION_ITEM items → "## Action Items" section with severity
- Optionally preserve raw Q&A in collapsed "## Raw Interview" section
```
**Session structure:**
```
{sessionsPath}
└── {sessionId}/
├── codebase-topology-ownership.md
├── architecture-design-invariants.md
├── {custom-pack-id}.md
└── ...
```
**Pack file format:**
```markdown
# {Pack Name}
**Pack ID:** {id}
## Conventions
- Q1: {extracted rule}
- Q2: {extracted rule}
## Action Items
- Q3: {action item with severity}
## Raw Interview (optional, for reference)
Preserve Q&A in collapsed detail if needed for debugging.
```
### Step 4: Await Pack Interviews
Wait for all pack interview agents to complete. Each writes its results to `{sessionsPath}{sessionId}/{packId}.md` with classifications already included.
**Note:** Pack agents use existing explore reports - no additional explores are run.
### Step 5: Generate Outputs
Delegate to general-purpose subagent (use the strongest available model in your runtime):
```yaml
subagent_type: "general-purpose"
description: "Generate steerings and action items"
prompt: |
Generate steerings AND action items from interview sessions.
Session directory: {sessionsPath}{sessionId}/
(contains one .md file per pack with classifications)
Docs report: {docsConventionsReportPath}
Repo report: {repoContextReportPath}
Template: steering-template.md
Output paths: {steeringsPath}, {backlogPath}
Instructions:
1. Read all pack files from session directory
2. Extract CONVENTION items → generate steering files
3. Extract ACTION_ITEM items → generate backlog file
4. Generate index.md for steerings
```
**Steering filenames:**
| Pack ID | Filename |
|---------|----------|
| codebase-topology-ownership | code-ownership.md |
| architecture-design-invariants | architecture-invariants.md |
| business-domain-contracts | domain-invariants.md |
| quality-style-assurance | quality-and-style.md |
| testing-verification-strategy | testing-strategy.md |
| risk-historical-landmines | risk-registry.md |
| security-data-compliance | security-and-compliance.md |
| delivery-lifecycle-change-flow | delivery-lifecycle.md |
| {custom-pack-id} | {custom-pack-id}.md |
**Rule style:**
- ✅ "When implementing X, do Y" / "Use X for Y" / "New features require X"
- ❌ "Proactively refactor X" / "Continue using X" / "Add X to existing code"
**Action items file:** `{backlogPath}steering-specs-action-items.md`
Severity: 🔴 CRITICAL (data loss, security) → 🟡 HIGH → 🟢 MEDIUM → 🔵 LOW → ⏸️ DEFERRED
### Step 6: Present Results
```
Generated steerings:
- {steeringsPath}*.md (N rules, M practices each)
- {steeringsPath}index.md
Action Items: {backlogPath}steering-specs-action-items.md
- 🔴 Critical: N | 🟡 High: N | 🟢 Medium: N
Session: {sessionsPath}{sessionId}/
- {packId-1}.md
- {packId-2}.md
- ...
```
---
## Review Mode (Step R)
Transform existing steerings to standard format.
### R1: Locate Steerings
Auto-detect or ask: `steerings/`, `docs/steerings/`, `.steerings/`
### R2: Analyze with Explore
```yaml
subagent_type: "Explore"
prompt: |
Analyze steering files in {steeringsPath}:
- Structure: Intent → Rules → Practices → Meta?
- Rules: numbered, prescriptive, no metadata?
- Code examples: 5-15 lines?
- File size: <200 lines?
Report compliant vs non-compliant files with specific issues.
```
### R3: Present Summary
```
✅ Compliant: file1.md, file2.md
⚠️ Need transformation:
- file3.md: Missing Intent, verbose rules
- file4.md: Code examples too long
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