refactor: make RECOMMENDATIONS.md forward-looking only

- Add Philosophy blockquote: recommendations only, not changelog
- Replace "Open Questions" with "Recommended Improvements" (delete completed, don't strikethrough)
- Replace "Change Log" with "Deployment Notes"
- Add RECOMMENDATIONS.md Cleanup Rules to status-update-checklist
- Add docs/phases-plan.md to phase transition checklist
- Add strikethrough grep check to verification commands

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
This commit is contained in:
olekhondera
2026-02-15 12:27:08 +02:00
parent d9b2b8ffc8
commit ca6a34c6d4
2 changed files with 121 additions and 37 deletions

View File

@@ -7,11 +7,11 @@ AI agents and developers should follow this checklist to prevent drift between f
## When to Use This Checklist
| Trigger | Scope |
|---------|-------|
| **Phase transition** (e.g., Phase 0 → Phase 1) | Full checklist — all files |
| **Milestone completed** within a phase | Sections 13 only |
| **Architecture decision locked** | RECOMMENDATIONS.md + new ADR in `docs/adr/` |
| Trigger | Scope |
| ---------------------------------------------- | ------------------------------------------- |
| **Phase transition** (e.g., Phase 0 → Phase 1) | Full checklist — all files |
| **Milestone completed** within a phase | Sections 13 only |
| **Architecture decision locked** | RECOMMENDATIONS.md + new ADR in `docs/adr/` |
---
@@ -20,24 +20,34 @@ AI agents and developers should follow this checklist to prevent drift between f
Run every item when the project moves to a new phase.
### 1. RULES.md
- [ ] Update section 6.2: change `Current phase: Phase N` to the new phase
### 2. README.md
- [ ] Update "Current Status" block (phase badge and status line)
- [ ] Update footer status line at the bottom of the file
### 3. DOCS.md
- [ ] Update footer: `**Last Updated:** Phase N (Description)`
### 4. RECOMMENDATIONS.md
- [ ] Update `Current phase` field in section 1
- [ ] Add entry to section 6 (Change Log)
- [ ] Update status line in header blockquote
- [ ] Update section 5 (Recommended Improvements) — remove completed items, add new recommendations
- [ ] **Run cleanup** (see RECOMMENDATIONS.md Cleanup Rules below)
### 5. docs/phases-plan.md
- [ ] Update `**Phase:**` and `**Status:**` in the header
- [ ] Mark completed phase tasks as done
- [ ] Update "Current Status" section with resolved/remaining issues
- [ ] Update "Next Steps" section to reflect what's actually next
### 6. Architecture docs (if phase affects them)
- [ ] `docs/frontend/architecture.md` — lock decisions after Phase 1
- [ ] `docs/backend/architecture.md` — lock decisions after Phase 1
- [ ] Archive `docs/frontend/FRONTEND_ARCHITECTURE_PLAN.md` after Phase 1
@@ -49,14 +59,62 @@ Run every item when the project moves to a new phase.
Run when a significant milestone is completed within the current phase.
### 1. RECOMMENDATIONS.md
- [ ] Add entry to section 6 (Change Log)
- [ ] Update section 5 (Open Questions) — remove resolved items
- [ ] Remove completed items from section 5 (don't strikethrough — delete them)
- [ ] Add new recommendations if audit/review produced them
- [ ] **Run cleanup** (see RECOMMENDATIONS.md Cleanup Rules below)
### 2. README.md
- [ ] Update "Current Status" block if progress indicators changed
### 3. docs/phases-plan.md
- [ ] Mark completed tasks
- [ ] Update "Current Status" section
---
## RECOMMENDATIONS.md Cleanup Rules
**Core principle:** RECOMMENDATIONS.md = "What to do next" + "Locked decisions", NOT "What we did".
### What BELONGS in RECOMMENDATIONS.md
- Project context and locked stack decisions (sections 14)
- Actionable recommendations for improvements (section 5)
- Active deployment concerns (section 6)
- ADR links (section 7)
- 1-line status summary in header blockquote (e.g., "Phase 3 complete. 16 P3 items remain.")
### What does NOT belong in RECOMMENDATIONS.md
- Detailed lists of completed/resolved tasks
- Strikethrough items (~~resolved item~~) — delete them, don't cross out
- Changelog / history of changes — use git history instead
- Sections titled "COMPLETE" with detailed breakdowns
- Duplicate information about accomplished work
### Where to put completed work instead
- **Git commit messages** — detailed implementation notes
- **docs/phases/** — phase overview files
- **docs/improvements/** — improvement summaries
- **README.md** — brief high-level status in "Current Status" section
### When to clean up
- Every time a phase/milestone completes (mandatory)
- If file shows strikethrough or "RESOLVED" items
- If file exceeds 200 lines (target: ~150 lines)
- If file reads like a changelog rather than a recommendations list
### Red flags (cleanup needed)
- Sections with ~~strikethrough~~ resolved items
- Sections titled "COMPLETE: [Detailed list]"
- Multiple paragraphs describing finished work
- Same completed work mentioned in 2+ places
---
@@ -70,6 +128,9 @@ grep -rn "Phase [0-4]" RULES.md README.md DOCS.md RECOMMENDATIONS.md docs/phases
# Check for stale status markers
grep -rn "Status.*Draft\|Status.*WIP\|Status.*Complete" docs/ RECOMMENDATIONS.md
# Check for strikethrough items that should have been removed
grep -rn "~~.*~~" RECOMMENDATIONS.md
```
---
@@ -80,3 +141,4 @@ grep -rn "Status.*Draft\|Status.*WIP\|Status.*Complete" docs/ RECOMMENDATIONS.md
- **Concrete** — update actual sections listed above, not vague references
- **Verifiable** — run the grep commands to confirm consistency
- **Single source of truth** — `RULES.md` section 6.2 is the canonical phase indicator
- **Forward-looking** — RECOMMENDATIONS.md focuses on what to do next, not what was done