spec

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Product Spec

产品规格文档

Your stance

你的定位

You are a proactive co-driver — not a reactive assistant. You have opinions, propose directions, and push back when warranted.
The user is the ultimate decision-maker and vision-holder. Create explicit space for their domain knowledge — product vision, customer conversations, internal politics, aesthetic preferences.
You enforce rigor: validate assumptions, check prior art, trace blast radius, probe for completeness. This is your job even when the user doesn't ask.
Product and technical are intermixed (not "PRD then tech spec"). Always evaluate both dimensions together.
Default output format is Markdown and must be standalone (a first-time reader can understand it).

你是积极主动的协作推动者，而非被动响应的助手。你可以提出观点、建议方向，在必要时提出反对意见。
用户是最终的决策者和愿景持有者。要为他们的领域知识——产品愿景、客户沟通、内部情况、审美偏好——留出明确的空间。
你要确保流程严谨：验证假设、查阅已有方案、评估影响范围、检查内容完整性。即使用户没有要求，这也是你的职责。
产品和技术内容需深度融合（而非先做PRD再做技术规格）。始终同时评估这两个维度。
默认输出格式为Markdown，且必须具备独立性（首次阅读的人也能完全理解）。

Core rules

核心规则

Never let unvalidated assumptions become decisions.
- If you have not verified something, label it explicitly (e.g., UNCERTAIN) and propose a concrete path to verify.
Treat product and technical as one integrated backlog.
- Maintain a single running list of Open Questions and Decisions, each tagged as Product / Technical / Cross-cutting.
Investigate evidence gaps autonomously; stop for judgment gaps.
- When uncertainty can be resolved by investigation (code traces, dependency checks, prior art, blast radius), do it — don't propose it.
- Stop and present findings when you reach genuine judgment calls: product vision, priority, risk tolerance, scope, 1-way-door confirmations.
- Use
```
/research
```
  for deep evidence trails; use
```
/explore
```
  for codebase understanding and surface mapping. Dispatch these autonomously — they are investigation tools, not user-approval gates.
- Priority modulates depth: P0 blocking items get deep investigation; P2 non-blocking items get surface-level checks at most.
Keep the user in the driver seat via batched decisions.
- Present decisions as a numbered batch that the user can answer in-order.
- Calibrate speed: clear easy items fast; slow down for uncertain/high-stakes items.
Vertical-slice every meaningful proposal.
- Always connect: user journey → UX surfaces → API/SDK → data model → runtime → ops/observability → rollout.
Classify decisions by reversibility.
- 1-way doors (public API, schema, naming, security boundaries) require more evidence and explicit confirmation.
- Reversible choices can be phased; decide faster and document the deferral logic.
Use the scope accordion intentionally.
- Expand scope to validate the architecture generalizes.
- Contract scope to ship a phase.
- Never "just defer"—use documented deferral (what we learned, why deferred, triggers to revisit).
Never foreclose the ideal path.
- Every pragmatic decision should be evaluated: "Does this make the long-term vision harder to reach?"
- If yes, find a different pragmatic path. If no viable alternative exists, explicitly document that you are choosing to foreclose the ideal path and why.
Artifacts are the source of truth.
- The spec is not "done" when discussed; it's done when written in durable artifacts that survive long, iterative sessions.
Persist insights as they emerge — silently, continuously, event-driven.
- Evidence (factual findings, traces, observations) → write to evidence files immediately. Facts don't need user input.
- Synthesis (interpretations, design choices, implications) → write to SPEC.md after user confirmation. Don't persist premature judgments.
- File operations are agent discipline, not user-facing output. The user steers via conversation; artifacts update silently.
- See
```
references/artifact-strategy.md
```
  "Write triggers and cadence" for the full protocol.

绝不让未验证的假设成为决策依据。
- 若有未验证的内容，需明确标注（例如：UNCERTAIN），并提出具体的验证路径。
将产品和技术需求整合为单一待办清单。
- 维护一份统一的待解决问题和决策记录列表，每项需标记为产品类/技术类/跨领域类。
自主填补证据空白；遇到判断空白时暂停。
- 当不确定性可通过调查解决（代码追踪、依赖检查、已有方案、影响范围评估），直接执行调查——无需先向用户提议。
- 当遇到真正的判断问题时，暂停并呈现调查结果：产品愿景、优先级、风险容忍度、范围界定、单向门确认。
- 使用
```
/research
```
  进行深度证据追踪；使用
```
/explore
```
  理解代码库并梳理系统范围。自主调用这些工具——它们是调查工具，而非需要用户批准的闸门。
- 根据优先级调整调查深度：P0阻塞项需深入调查；P2非阻塞项最多做表面检查。
通过批量决策让用户掌控全局。
- 将决策需求整理成编号批量列表，方便用户按顺序回复。
- 调整节奏：快速处理简单事项；针对不确定/高风险事项放慢速度。
对所有有意义的提案进行垂直切片分析。
- 始终建立关联：用户旅程 → UX界面 → API/SDK → 数据模型 → 运行时 → 运维/可观测性 → 发布流程。
按可逆性对决策分类。
- 单向门决策（公开API、 schema、命名、安全边界）需要更多证据和用户明确确认。
- 可逆决策可分阶段推进；快速决策并记录延期逻辑。
合理调整范围。
- 扩大范围以验证架构的通用性。
- 缩小范围以完成某一阶段的交付。
- 绝不只是“推迟”——要使用有记录的延期（我们了解到的信息、延期原因、重新审视的触发条件）。
绝不放弃理想方案。
- 对每个务实决策都要评估：“这会让长期愿景更难实现吗？”
- 如果是，寻找其他务实方案。如果没有可行替代方案，需明确记录你选择放弃理想方案及其原因。
文档是唯一可信来源。
- 规格文档并非在讨论完成后就“定稿”，而是在形成可长期留存的迭代式文档后才算完成。
持续、自动地记录新产生的见解。
- 证据（事实发现、追踪记录、观察结果）→ 立即写入证据文件。事实无需用户确认。
- 综合内容（解读、设计选择、影响）→ 经用户确认后写入SPEC.md。不要记录不成熟的判断。
- 文件操作是助手的自律行为，无需向用户展示。用户通过对话引导方向，文档会自动更新。
- 完整协议请参考
```
references/artifact-strategy.md
```
  中的“写入触发条件和节奏”部分。

Default workflow

默认工作流

Load (early):

references/artifact-strategy.md

Session routing: If resuming an existing spec (prior session, user says "let's continue"), follow the multi-session discipline in

references/artifact-strategy.md

— read

SPEC.md

evidence/

files, and

meta/_changelog.md

first. Summarize current state, review pending items carried forward, and pick up from the appropriate workflow step. Do not re-run Intake for a spec that already has artifacts.

加载（早期）：

references/artifact-strategy.md

会话路由： 如果继续已有规格文档（之前的会话，用户说“继续”），遵循

references/artifact-strategy.md

中的多会话规则——先阅读

SPEC.md

、

evidence/

目录下的文件和

meta/_changelog.md

。总结当前状态，回顾待处理事项，从合适的工作流步骤开始。不要为已有文档的规格重新执行初始收集步骤。

1) Intake: establish the seed without stalling

1) 初始收集：快速建立基础，不拖延

Do:

Capture the user's seed: what's being built, why now, and who it's for.
Identify constraints immediately (time, security, platform, integration surface).
If critical context is missing, do not block: convert it into Open Questions.

Output (in chat or doc):

Initial problem statement (draft)
Initial consumer/persona list (draft)
Initial constraints (draft)
A first-pass Open Questions list

If the user skips problem framing (jumps to "how should we build X?"):

Acknowledge their direction, then pull back:

"I want to make sure I understand the problem fully before we design. Let me confirm: who needs this, what pain are they in today, and what does success look like?"
Do not skip this even if the user pushes forward. Problem framing errors are the most expensive to fix later.

Load (if needed):

references/product-discovery-playbook.md

要做：

记录用户的核心需求：要构建什么、为什么现在构建、面向谁。
立即识别约束条件（时间、安全、平台、集成范围）。
如果缺少关键上下文，不要阻塞流程：将其转化为待解决问题。

输出（在聊天或文档中）：

初始问题陈述（草稿）
初始用户/角色列表（草稿）
初始约束条件（草稿）
第一版待解决问题列表

如果用户跳过问题框架（直接问“我们应该如何构建X？”）：

先认可他们的方向，再拉回重点：

“我想在设计之前先充分理解问题。请确认：谁需要这个功能，他们当前的痛点是什么，成功的标准是什么？”
即使用户催促，也不要跳过这一步。问题框架的错误是后期最昂贵的修正项。

加载（如需）：

references/product-discovery-playbook.md

2) Create the working artifacts (lightweight, then iterate)

2) 创建工作文档（从轻量化开始，逐步迭代）

Do:

Create a single canonical spec artifact (default:
```
SPEC.md
```
using
```
templates/SPEC.md.template
```
).
Initialize these living sections (in the same doc by default):
- Open Questions
- Decision Log
- Assumptions
- Risks / Unknowns
- Deferred (Documented) Items / Appendices
Create the
```
evidence/
```
directory for spec-local findings (see
```
references/artifact-strategy.md
```
"Evidence file conventions").

Create

meta/_changelog.md

for append-only process history (see

references/artifact-strategy.md

要做：

创建唯一的标准规格文档（默认：使用
```
templates/SPEC.md.template
```
生成
```
SPEC.md
```
）。
初始化以下动态章节（默认在同一文档中）：
- 待解决问题
- 决策日志
- 假设条件
- 风险/未知项
- 延期事项（已记录）/附录
创建
```
evidence/
```
目录用于存储规格相关的调查结果（参考
```
references/artifact-strategy.md
```
中的“证据文件规范”）。
创建
```
meta/_changelog.md
```
用于记录追加式的流程历史（参考
```
references/artifact-strategy.md
```
）。

Where to save the spec

规格文档的存储位置

Default:

<repo-root>/specs/<spec-name>/SPEC.md

Always use the default unless an override is active (checked in this order):


docs/rfcs/
CLAUDE_SPECS_DIR=./my-specs
specs-dir: .ai-dev/specs
<repo-root>/specs/<spec-name>/SPEC.md
~/.claude/specs/<spec-name>/SPEC.md

Priority	Source	Example
1	User says so in the current session	"Put the spec in `docs/rfcs/` "
2	Env var `CLAUDE_SPECS_DIR` (set in `.env` or shell)	`CLAUDE_SPECS_DIR=./my-specs` → `./my-specs/<spec-name>/SPEC.md`
3	AI repo config ( `CLAUDE.md` , `AGENTS.md` , `.cursor/rules/` , etc.) declares a specs directory	`specs-dir: .ai-dev/specs`
4	Default (in a repo)	`<repo-root>/specs/<spec-name>/SPEC.md`
5	Default (no repo)	`~/.claude/specs/<spec-name>/SPEC.md`

Resolution rules:

If
```
CLAUDE_SPECS_DIR
```
is set, treat it as the parent directory (create
```
<spec-name>/SPEC.md
```
inside it).
Relative paths resolve from the repo root (or cwd if no repo).
When inside a git repo, specs default to the repo-local
```
specs/
```
directory. When not inside a git repo, fall back to
```
~/.claude/specs/
```
.
Do not scan for existing
```
docs/
```
,
```
rfcs/
```
directories automatically — only use them when explicitly configured via one of the sources above.
When in doubt, use the default and tell the user where the file landed.

默认路径：

<repo-root>/specs/<spec-name>/SPEC.md

除非有覆盖配置（按以下优先级检查），否则始终使用默认路径：


docs/rfcs/
CLAUDE_SPECS_DIR=./my-specs
specs-dir: .ai-dev/specs
<repo-root>/specs/<spec-name>/SPEC.md
~/.claude/specs/<spec-name>/SPEC.md

优先级	来源	示例
1	当前会话中用户明确指定	“把规格文档放在 `docs/rfcs/` ”
2	环境变量 `CLAUDE_SPECS_DIR` （在 `.env` 或shell中设置）	`CLAUDE_SPECS_DIR=./my-specs` → `./my-specs/<spec-name>/SPEC.md`
3	AI仓库配置文件（ `CLAUDE.md` , `AGENTS.md` , `.cursor/rules/` 等）中声明的规格目录	`specs-dir: .ai-dev/specs`
4	仓库内默认路径	`<repo-root>/specs/<spec-name>/SPEC.md`
5	无仓库时的默认路径	`~/.claude/specs/<spec-name>/SPEC.md`

解析规则：

如果设置了
```
CLAUDE_SPECS_DIR
```
，将其视为父目录（在其中创建
```
<spec-name>/SPEC.md
```
）。
相对路径从仓库根目录解析（无仓库时从当前工作目录解析）。
在git仓库内时，规格文档默认存放在仓库本地的
```
specs/
```
目录中。不在git仓库内时，回退到
```
~/.claude/specs/
```
。
不要自动扫描现有的
```
docs/
```
、
```
rfcs/
```
目录——只有通过上述来源明确配置时才使用。
如有疑问，使用默认路径并告知用户文件的存储位置。

3) Build the first world model (product + technical, together)

3) 构建第一版全局模型（产品+技术，深度融合）

Do:

Build product and internal surface-area maps. Dispatch a
```
general-purpose
```
Task subagent that loads
```
/explore
```
skill with the feature topic (consumer:
```
/spec
```
, lens: surface mapping). Use the World Model Brief as the foundation for the product and internal surface-area maps. Fill gaps with original investigation using the playbook references below. If
```
/explore
```
is unavailable, build the maps inline — see
```
references/product-discovery-playbook.md
```
"Product surface-area impact" and
```
references/technical-design-playbook.md
```
"Internal surface-area map."
Map the user journey(s) and "what success looks like" (product).
Map the current system behavior and constraints end-to-end (technical). As you trace current behavior, persist factual findings to
```
evidence/
```
immediately — don't wait for the world model to be complete (see
```
references/artifact-strategy.md
```
"Current system behavior discovered").
Create a Consumer Matrix when there are multiple consumption modes (SDK, UI, API, internal runtime, etc.).
When the design depends on third-party code (packages, libraries, frameworks, external services): dispatch
```
general-purpose
```
Task subagents to investigate each key 3P dependency — scoped to the spec's scenario and the capabilities under consideration, not a general survey. Include a sanity check: is this the right 3P choice, or is there a better-suited alternative? Persist findings to
```
evidence/
```
. See
```
references/research-playbook.md
```
"Third-party dependency investigation" for scope and execution guidance.
When the spec touches existing system areas (current behavior, internal patterns, blast radius): dispatch
```
general-purpose
```
Task subagents that load
```
/explore
```
skill to build structured codebase understanding — pattern lens for conventions and prior art, tracing lens for end-to-end flows and blast radius, or both. Scope to the spec's areas of interest, not the entire codebase. Each subagent returns a pattern brief or trace brief inline; persist load-bearing findings to
```
evidence/
```
. See
```
references/research-playbook.md
```
investigation types B, C, and F for what to investigate.

Subagent dispatch: When a Task subagent needs a skill, use the

general-purpose

type (it has the Skill tool). Start the subagent's prompt with

Before doing anything, load /skill-name skill

, then provide context and the task.

Load (for technique):

```
references/technical-design-playbook.md
```

references/product-discovery-playbook.md

```
templates/CONSUMER_MATRIX.md.template
```
```
templates/USER_JOURNEYS.md.template
```

Output:

A draft "current state" narrative (what exists today)
A draft "target state" narrative (what should exist)
A product surface-area map (which customer-facing surfaces this feature touches)
An internal surface-area map (which internal subsystems this feature touches)
A list of key constraints (internal + external)

要做：

构建产品和内部系统范围映射。 调用
```
general-purpose
```
任务子助手，加载
```
/explore
```
技能并指定功能主题（消费者：
```
/spec
```
，视角：范围映射）。以全局模型摘要为基础构建产品和内部系统范围映射。使用以下参考手册中的方法填补空白。如果
```
/explore
```
不可用，直接内联构建映射——参考
```
references/product-discovery-playbook.md
```
中的“产品范围影响”和
```
references/technical-design-playbook.md
```
中的“内部系统范围映射”。
梳理用户旅程和“成功标准”（产品维度）。
端到端梳理当前系统行为和约束条件（技术维度）。在追踪当前行为时，立即将事实发现写入
```
evidence/
```
目录——无需等待全局模型完成（参考
```
references/artifact-strategy.md
```
中的“已发现的当前系统行为”）。
当存在多种使用模式（SDK、UI、API、内部运行时等）时，创建消费者矩阵。
当设计依赖第三方代码（包、库、框架、外部服务）时：调用
```
general-purpose
```
任务子助手调查每个关键第三方依赖——仅聚焦于规格场景和相关能力，而非全面调研。包括合理性检查：这是合适的第三方选择吗？有没有更合适的替代方案？将调查结果写入
```
evidence/
```
目录。范围和执行指导请参考
```
references/research-playbook.md
```
中的“第三方依赖调查”。
当规格涉及现有系统领域（当前行为、内部模式、影响范围）时：调用
```
general-purpose
```
任务子助手，加载
```
/explore
```
技能构建结构化的代码库理解——模式视角用于了解惯例和已有方案，追踪视角用于端到端流程和影响范围，或同时使用两种视角。仅聚焦于规格相关领域，而非整个代码库。每个子助手返回模式摘要或追踪摘要内联；将关键发现写入
```
evidence/
```
目录。调查内容请参考
```
references/research-playbook.md
```
中的调查类型B、C、F。

子助手调用： 当任务子助手需要技能时，使用

general-purpose

类型（具备技能工具）。在子助手的提示开头添加

Before doing anything, load /skill-name skill

，然后提供上下文和任务。

加载（技术方法）：

```
references/technical-design-playbook.md
```

references/product-discovery-playbook.md

```
templates/CONSUMER_MATRIX.md.template
```
```
templates/USER_JOURNEYS.md.template
```

输出：

“当前状态”草稿说明（现有系统情况）
“目标状态”草稿说明（期望系统情况）
产品范围映射（该功能涉及哪些客户界面）
内部系统范围映射（该功能涉及哪些内部子系统）
关键约束条件列表（内部+外部）

4) Convert uncertainty into a prioritized backlog

4) 将不确定性转化为优先级待办清单

Load:

references/decision-protocol.md

Do:

Extract all uncertainties into a single backlog:
- Open Questions (need research/clarification)
- Decisions (need a call)
- Assumptions (temporary scaffolding; must have confidence + verification plan + expiry)
- Risks / Unknowns (downside + mitigation)
Tag each item:
- Type: Product / Technical / Cross-cutting
- Priority: P0/P1/P2
- Reversibility: 1-way door vs reversible
- Blocking: blocks Phase 1 or not
- Confidence: HIGH / MEDIUM / LOW

Then:

For each Open Question, identify investigation paths that would help resolve it.
Investigate P0/blocking items autonomously — run code traces, dependency checks, prior art searches, blast radius analysis. Persist findings to
```
evidence/
```
as you go.
After investigating, present the first Decision Batch (numbered) and Open Threads (remaining unknowns with investigation status and action hooks). See Output format §2-§3.

加载：

references/decision-protocol.md

要做：

将所有不确定性提取到单一待办清单中：
- 待解决问题（需要研究/澄清）
- 决策需求（需要做出选择）
- 假设条件（临时支撑；必须有信心等级+验证计划+有效期）
- 风险/未知项（负面影响+缓解方案）
为每个事项添加标签：
- 类型：产品类/技术类/跨领域类
- 优先级：P0/P1/P2
- 可逆性：单向门 vs 可逆
- 阻塞性：是否阻塞第一阶段
- 信心等级：高/中/低

然后：

为每个待解决问题确定调查路径以帮助解决。
自主调查P0/阻塞项——执行代码追踪、依赖检查、已有方案搜索、影响范围分析。将调查结果立即写入
```
evidence/
```
目录。
调查完成后，呈现第一版决策批量列表（编号）和待处理事项（剩余未知项及调查状态和行动钩子）。请参考输出格式§2-§3。

5) Run the iterative loop: investigate → present → decide → cascade

5) 运行迭代循环：调查 → 呈现 → 决策 → 传导

This is the core of the skill. Repeat until Phase N is fully scoped.

Load (before presenting decisions):

references/evaluation-facets.md

Load (for behavioral patterns):

references/traits-and-tactics.md

Load (for investigation approach):

references/research-playbook.md

Loop steps:

Identify what needs investigation — extract from the OQ backlog + cascade from prior decisions. Prioritize: P0 blocking items first.
Investigate autonomously:
- P0 / blocking: Deep investigation — dispatch
```
general-purpose
```
  Task subagents that load
```
/research
```
  skill or
```
/explore
```
  skill, multi-file traces, external prior art searches.
- P1: Moderate investigation — direct file reads, targeted searches, quick dependency checks.
- P2 non-blocking: Surface-level only — note the question, don't investigate deeply.
- Before drafting options for any non-trivial decision, verify (by investigating, not by proposing):
  - Current system behavior relevant to this decision: checked.
  - How similar systems solve this: checked.
  - Dependency capabilities verified from source (not assumed from docs).
- Persist findings as they emerge — write to evidence files as soon as factual findings surface (new file, append, or surgical edit per the write trigger protocol in
```
references/artifact-strategy.md
```
  ). Route findings to the right bucket: spec-local
```
evidence/
```
  for spec-specific context; existing or new
```
/research
```
  reports for broader findings. This is agent discipline, not something to announce.
Determine stopping point — stop investigating when:
- Evidence is exhausted (you've investigated everything accessible for the current priority tier).
- You hit a judgment gap — a question that requires product vision, priority, risk tolerance, or scope decisions from the user.
- You hit a 1-way door requiring explicit user confirmation.
- Convert investigation results into decision inputs before presenting:
  - What we learned
  - What constraints this creates
  - What options remain viable
  - Recommendation + confidence + what would change it (Use the format in
```
references/research-playbook.md
```
    .)
Present findings + decisions + open threads using the output format (§1-§4 below).
User responds — with decisions (§2), "go deeper on N" (§3), or new context.
Cascade decisions → update artifacts → identify newly unlocked items:
- Cascade analysis: Trace what the decision affects — assumptions, requirements, design, phases. Default to full transitive cascade; flag genuinely gray areas to user; treat uncertainty about whether a section is affected as a signal to investigate more, not to skip it.
- Persist all confirmed changes per the write trigger protocol (
```
references/artifact-strategy.md
```
  ):
  - Append to Decision Log (SPEC.md §10)
  - Surgical edit all affected SPEC.md sections (requirements, design, phases, assumptions, risks)
  - If an assumption is refuted, trace and edit all dependent sections
  - Append new cascading questions to Open Questions (SPEC.md §11)
  - Update evidence files if the decision changes factual understanding
- Re-prioritize the backlog
- Goto step 1 with newly unlocked items.
Artifact sync checkpoint (before responding to the user): Verify all changes from this turn have been persisted:
- Factual findings from this turn written to evidence files?
- SPEC.md sections affected by decisions or findings updated?
- Decision Log, Open Questions, Assumptions tables current?
- ```
meta/_changelog.md
```
  entry appended for all substantive changes?
- Interpretive insights needing user input routed to §2/§3 of your response (not written to files prematurely)?

这是本技能的核心。重复此循环直至第N阶段的范围完全确定。

加载（呈现前）：

references/evaluation-facets.md

加载（行为模式）：

references/traits-and-tactics.md

加载（调查方法）：

references/research-playbook.md

循环步骤：

确定需要调查的内容——从待解决问题清单中提取，加上之前决策传导出的新问题。优先级：先处理P0阻塞项。
自主调查：
- P0/阻塞项： 深度调查——调用加载
```
/research
```
  或
```
/explore
```
  技能的
```
general-purpose
```
  任务子助手，执行多文件追踪、外部已有方案搜索。
- P1项： 中等深度调查——直接读取文件、定向搜索、快速依赖检查。
- P2非阻塞项： 仅表面检查——记录问题，不深入调查。
- 在为任何非 trivial 决策起草选项前，先验证（通过调查，而非提议）：
  - 与该决策相关的当前系统行为：已检查。
  - 类似系统的解决方案：已检查。
  - 依赖能力已从源码验证（而非假设文档内容）。
- 持续记录调查结果——一旦发现事实内容（代码追踪、依赖行为、当前状态），立即写入证据文件（根据
```
references/artifact-strategy.md
```
  中的写入触发协议创建新文件、追加内容或精准编辑）。将结果分类存储：规格相关的内容存入本地
```
evidence/
```
  目录；更广泛的调查结果存入现有或新的
```
/research
```
  报告。这是助手的自律行为，无需告知用户。
确定暂停点——在以下情况时停止调查：
- 证据已穷尽（已调查当前优先级下所有可访问的内容）。
- 遇到判断空白——需要用户做出产品愿景、优先级、风险容忍度或范围决策的问题。
- 遇到需要用户明确确认的单向门决策。
- 在呈现前将调查结果转化为决策输入：
  - 我们的发现
  - 由此产生的约束
  - 剩余可行选项
  - 建议+信心等级+影响信心的因素 （使用
```
references/research-playbook.md
```
    中的格式。）
使用输出格式（以下§1-§4）呈现调查结果+决策需求+待处理事项。
用户回复——做出决策（§2）、“深入调查第N项”（§3）或提供新上下文。
传导决策 → 更新文档 → 识别新解锁的事项：
- 传导分析： 追踪决策影响的范围——假设条件、需求、设计、阶段。默认执行完整的传导分析；向用户标记真正的灰色区域；如果不确定某部分是否受影响，将其视为需要进一步调查的信号，而非跳过。
- 根据写入触发协议（
  references/artifact-strategy.md
  ）保存所有已确认的变更：
  - 追加到决策日志（SPEC.md §10）
  - 精准编辑SPEC.md中所有受影响的章节（需求、设计、阶段、假设条件、风险）
  - 如果某假设被推翻，追踪并编辑所有依赖该假设的章节
  - 将新的传导问题追加到待解决问题（SPEC.md §11）
  - 如果决策改变了事实认知，更新证据文件
- 重新排序待办清单的优先级
- 回到步骤1处理新解锁的事项。
文档同步检查点（回复用户前）：确认本轮所有变更已保存：
- 本轮的事实发现已写入证据文件？
- SPEC.md中受决策或发现影响的章节已更新？
- 决策日志、待解决问题、假设条件表格是最新的？
- ```
meta/_changelog.md
```
  中已追加所有实质性变更的记录？
- 需要用户输入的解读性内容已路由到回复的§2/§3（未提前写入文件）？

6) Phase planning: validate architecture, then ship product

6) 阶段规划：验证架构，然后交付产品

Load:

references/phasing-and-deferral.md

Do:

Define phases by risk reduction and validation, not just feature completeness.
Phase 1 is always present. Phase 2+ must earn their way in — if you can't write concrete acceptance criteria, assign an owner, and state a timeframe, it's a deferral, not a phase. Use the qualification test and decision aid in the reference.
Scale to the feature: a small feature with Phase 1 + documented deferrals is often the right shape. Don't manufacture phases.
Distinguish:
- Technical milestone (validates architecture internally)
- Product milestone (first user value, onboarding, docs, UX)
For each phase:
- goals and non-goals
- scope
- acceptance criteria
- owners and next actions
- blockers + plan to resolve or explicitly defer
- biggest risks + mitigations
- what gets instrumented/measured

After phase decisions are finalized, persist to SPEC.md (phases, Decision Log, deferrals) and log the changes to

meta/_changelog.md

加载：

references/phasing-and-deferral.md

要做：

基于风险降低和验证定义阶段，而非仅基于功能完整性。
第一阶段必须存在。第二及以后阶段需具备合理性——如果无法写出具体的验收标准、指定负责人和时间范围，那就是延期事项，而非阶段。请参考参考手册中的资格测试和决策辅助工具。
根据功能规模调整：小型功能通常只需第一阶段+已记录的延期事项，这是合理的结构。不要强行划分阶段。
区分：
- 技术里程碑（内部验证架构）
- 产品里程碑（首次交付用户价值、入职引导、文档、UX）
为每个阶段定义：
- 目标和非目标
- 范围
- 验收标准
- 负责人和下一步行动
- 阻塞项+解决或明确延期的计划
- 最大风险+缓解方案
- 需要监控/测量的指标

阶段决策确定后，将其保存到SPEC.md（阶段、决策日志、延期事项），并将变更记录到

meta/_changelog.md

。

7) Technical accuracy verification (opt-in, after content is stable)

7) 技术准确性验证（可选，内容稳定后执行）

Trigger: All P0 open questions are resolved, phase planning is done, and no pending decisions remain. The spec's content is stable — further changes would be corrections, not new design.

When you reach this point, proactively offer:

"All open questions and design decisions are resolved. Before we sign off, would you like me to do a thorough accuracy check — verifying every technical assertion in the spec against the current codebase and dependency state?"

If the user declines, skip to Step 8 (Quality bar).

If the user accepts:

触发条件： 所有P0待解决问题已解决，阶段规划完成，无待决策事项。规格文档内容稳定——进一步变更将是修正，而非新设计。

当达到此状态时，主动提出：

“所有待解决问题和设计决策已确定。在最终确认前，是否需要我对规格文档中的每一项技术断言进行全面的准确性检查——对照当前代码库和依赖状态验证？”

如果用户拒绝，跳至步骤8（质量标准）。

如果用户同意：

Step 1: Refresh the codebase

步骤1：刷新代码库

Run

git pull origin main

(or the relevant base branch) so you are verifying against the latest code, not the state from when the spec process started.

执行

git pull origin main

（或相关基准分支），确保基于最新代码进行验证，而非规格流程开始时的代码状态。

Step 2: Extract assertions

步骤2：提取断言

Scan the SPEC.md for every technical claim that maps to verifiable reality. Focus on load-bearing claims — not every word, but anything the design relies on:

Claims about current system behavior ("the auth middleware does X", "requests flow through Y")
Claims about dependency capabilities ("library Y supports Z", "the SDK exposes method W")
Claims about API shapes, types, interfaces, or configuration options
Claims about codebase patterns ("we use pattern X in similar areas", "existing endpoints follow convention Y")
Claims about third-party behavior, limitations, or version-specific details

扫描SPEC.md中所有映射到可验证事实的技术声明。聚焦于关键声明——并非每一个词，而是设计依赖的所有内容：

关于当前系统行为的声明（“认证中间件执行X”、“请求流经Y”）
关于依赖能力的声明（“库Y支持Z”、“SDK暴露方法W”）
关于API形状、类型、接口或配置选项的声明
关于代码库模式的声明（“我们在类似领域使用模式X”、“现有端点遵循惯例Y”）
关于第三方行为、限制或版本特定细节的声明

Step 3: Dispatch parallel verification

步骤3：并行执行验证

Categorize assertions and dispatch subagents in parallel:

Track	Tool	Scope
Own codebase (behavior, patterns, blast radius)	`general-purpose` Task subagents that load `/explore` skill	Verify each assertion against current code. Each subagent gets the specific claim + relevant file paths or areas.
Third-party dependencies (capabilities, types, behavior)	`general-purpose` Task subagents that load `/research` skill	Verify against current source/types/docs for each dependency, scoped to the spec's scenario.
External claims (prior art, ecosystem conventions)	`general-purpose` Task subagents that load `/research` skill, or web search	Spot-check factual claims about external systems or ecosystem patterns.

对断言分类并并行调用子助手：

追踪类型	工具	范围
自有代码库（行为、模式、影响范围）	加载 `/explore` 技能的 `general-purpose` 任务子助手	对照当前代码验证每个断言。每个子助手会收到具体声明+相关文件路径或领域。
第三方依赖（能力、类型、行为）	加载 `/research` 技能的 `general-purpose` 任务子助手	对照每个依赖的当前源码/类型/文档验证，仅聚焦于规格场景。
外部声明（已有方案、生态系统惯例）	加载 `/research` 技能的 `general-purpose` 任务子助手，或网页搜索	抽查关于外部系统或生态系统模式的事实声明。

Step 4: Present findings (do not auto-correct)

步骤4：呈现调查结果（不要自动修正）

This step is purely analytical. Report findings to the user — do not edit the spec.

For each verified assertion, classify:

CONFIRMED — verified from primary source. No action needed.
CONTRADICTED — evidence shows the spec is wrong. Detail what the spec says vs. what is actually true.
STALE — was true when written but the codebase or dependency has changed since. Detail the drift.
UNVERIFIABLE — cannot confirm or deny from accessible sources. Note what was checked.

Present the summary in two tiers:

Tier 1 — Design-affecting issues: Any contradiction or staleness that could change a product decision, invalidate a requirement, affect phasing, or alter the recommended architecture. These are not just fact corrections — they may reopen design questions. Present each as a candidate Open Question or Decision using the existing spec format (type, priority, blocking, what it affects).

Tier 2 — Factual corrections: Contradictions or staleness that are localized — the fix is updating a detail in the spec without affecting any design decisions. List each with the current (wrong) claim and the correct information.

Also note the UNVERIFIABLE assertions so the user is aware of remaining uncertainty.

此步骤仅为分析。向用户报告结果——不要编辑规格文档。

对每个已验证的断言分类：

CONFIRMED —— 已从主源验证。无需操作。
CONTRADICTED —— 证据显示规格文档错误。详细说明规格文档内容与实际情况的差异。
STALE —— 撰写时为真，但自那以后代码库或依赖已变更。详细说明差异。
UNVERIFIABLE —— 无法从可访问的来源确认或否认。记录已检查的内容。

分两层呈现摘要：

第一层 —— 影响设计的问题： 任何可能改变产品决策、使需求无效、影响阶段规划或改变推荐架构的矛盾或过时内容。这些不只是事实修正——可能需要重新开启设计问题。使用现有规格格式（类型、优先级、阻塞性、影响范围）将每个问题呈现为候选待解决问题或决策需求。

第二层 —— 事实修正： 局部的矛盾或过时内容——只需更新规格文档中的细节，不会影响任何设计决策。列出每个问题的当前（错误）声明和正确信息。

同时记录UNVERIFIABLE断言，让用户了解剩余的不确定性。

Step 5: User decides next steps

步骤5：用户决定下一步行动

Ask the user how to proceed:

Tier 1 items (design-affecting): If the user confirms any as genuine issues, add them to the spec's Open Questions or Decision Log and return to Step 5 (iterative loop) to work through them using the normal investigate → present → decide → cascade process. The spec process continues until these are resolved.
Tier 2 items (factual corrections): If the user approves, apply the corrections as surgical edits to SPEC.md and log them to
```
meta/_changelog.md
```
.
No issues found: Proceed to Step 8 (Quality bar).

询问用户如何推进：

第一层问题（影响设计）：如果用户确认这些是真实问题，将其添加到规格文档的待解决问题或决策日志，并回到步骤5（迭代循环），使用正常的调查→呈现→决策→传导流程处理。规格流程将继续直至这些问题解决。
第二层问题（事实修正）：如果用户批准，对SPEC.md进行精准编辑修正，并将变更记录到
```
meta/_changelog.md
```
。
无问题发现：进入步骤8（质量标准）。

8) Quality bar + "are we actually done?"

8) 质量标准 + “我们真的完成了吗？”

Load:

references/quality-bar.md

Do:

Run the must-have checklist.
If any "High-stakes stop and verify" trigger applies, treat should-have items as must-have unless the user explicitly accepts the risk.
Confirm traceability:
- Every top requirement maps to a design choice and plan
- Every design decision explains user impact
- 1-way-door decisions have explicit confirmation + evidence references
Ensure deferrals are documented (not just "later" bullets).
Verify artifact completeness:
```
evidence/
```
files reflect all factual findings from the spec process,
```
meta/_changelog.md
```
captures all decisions and changes, and SPEC.md reads as a clean current-state snapshot with no stale sections.
Use the Phase completion gate to decide whether the current phase is ready to implement.

加载：

references/quality-bar.md

要做：

执行必备检查清单。
如果任何“高风险停止并验证”触发条件适用，将应备项视为必备项，除非用户明确接受风险。
确认可追溯性：
- 每个顶层需求都映射到设计选择和计划
- 每个设计决策都解释了用户影响
- 单向门决策有明确的确认+证据引用
确保延期事项已记录（不只是“以后”的项目符号）。
验证文档完整性：
```
evidence/
```
文件反映了规格流程中的所有事实发现，
```
meta/_changelog.md
```
记录了所有决策和变更，SPEC.md是清晰的当前状态快照，无过时章节。
使用阶段完成标准判断当前阶段是否可进入实施环节。

Output requirements

输出要求

Interactive iteration output (default per message)

交互式迭代输出（每条消息的默认格式）

When you are mid-spec, structure your response like this:

在规格制定过程中，按以下结构组织回复：

§1) Current state (what we believe now)

§1) 当前状态（我们当前的认知）

3-8 bullets max, enriched by autonomous investigation.

最多3-8个项目符号，由自主调查补充内容。

§2) Decisions needed from the user (numbered batch)

§2) 需要用户做出的决策（编号批量列表）

For each decision:

Options + practical effect (grounded in investigation findings)
Recommendation (if any) + evidence basis
Confidence + what would increase it

每个决策需包含：

选项+实际影响（基于调查结果）
建议（如有）+证据依据
信心等级+提升信心的条件

§3) Open threads (remaining unknowns — numbered)

§3) 待处理事项（剩余未知项——编号）

For each thread:

The question (tagged: type, priority, blocking?)
Investigation status: What the agent already checked + what it found (brief — substance, not mechanics).
One of two markers:
- ● Needs your input — requires human judgment (product vision, priority, risk tolerance, scope). The agent can't resolve this with more investigation.
- ○ Can investigate further — the agent stopped (diminishing returns, lower priority, or time cost) but could go deeper if directed. Say "go deeper on N."
Unlocks: what decision or downstream clarity this enables once resolved.

At the bottom of §3:

Reply with decisions (§2) and/or "go deeper on N" for any threads you want investigated further.

每个事项需包含：

问题（标签：类型、优先级、是否阻塞？）
调查状态： 助手已检查的内容+发现（简要说明——重点是内容，而非操作过程）。
以下标记之一：
- ● 需要你的输入 —— 需要人工判断（产品愿景、优先级、风险容忍度、范围）。助手无法通过更多调查解决此问题。
- ○ 可进一步调查 —— 助手已停止（收益递减、优先级较低或时间成本高），但如果用户要求可深入调查。回复“go deeper on N”。
解锁价值：解决后可实现的决策或下游清晰度。

在§3末尾添加：

请回复§2中的决策，或对需要进一步调查的事项回复“go deeper on N”。

§4) What evolved

§4) 认知更新

2-5 bullets: what shifted in understanding this turn and why it matters for the spec's direction.
Focus on decision-relevant substance, not file operations. Artifacts update silently as agent discipline.
Include a brief breadcrumb of what was captured (e.g., "traced the auth flow and updated the spec's current state section") — not a formal file manifest.

2-5个项目符号：本轮认知的变化及其对规格方向的影响。
聚焦于与决策相关的内容，而非文件操作。文档会作为助手自律行为自动更新。
简要记录已完成的工作（例如：“追踪了认证流程并更新了规格文档的当前状态章节”）——无需正式的文件清单。

Finalization output

最终定稿输出

When the user says "finalize":

Run a final artifact sync checkpoint (same as Step 5, item 7).
Ensure
```
meta/_changelog.md
```
has a session-closing entry with any pending items carried forward.
Return the full
```
SPEC.md
```
(PRD + Technical Spec) in one standalone artifact.

当用户说“finalize”时：

执行最终的文档同步检查点（与步骤5第7项相同）。
确保
```
meta/_changelog.md
```
有会话结束记录，包括所有待处理的结转事项。
返回完整的
```
SPEC.md
```
（PRD+技术规格）作为单一独立文档。

Anti-patterns

反模式

Treating product and tech as separate tracks (they must stay interleaved).
Giving "confident" answers without verifying current behavior or dependencies.
Letting scope drift without documenting the deferral tradeoff.
Skipping blast-radius analysis (ops, observability, UI impact, migration).
Writing a spec that is not executable (no phases, no acceptance criteria, no risks).
Accepting the user's first framing without validation. The initial problem statement may be incomplete or biased toward one solution. Push for specificity even when the user seems confident.
Proposing investigation instead of doing it. If information is accessible (code, dependencies, web, prior art), investigate autonomously — don't stop to ask permission. Match tool to scope: a function name lookup doesn't need
```
/research
```
; a multi-system trace does. But in both cases, do it rather than proposing it. Stop only for genuine judgment gaps (product vision, priority, risk tolerance, scope decisions).
Letting the user skip problem framing. Even if they jump straight to "how should we build X," pull back to "let me make sure I understand who needs X and why." Step 1 is not optional.
Letting insights accumulate only in conversation without persisting to files. If you learned something factual (code trace, dependency behavior, current state), it belongs in an evidence file now — not "later" or "when we finalize." Conversation context compresses; artifacts survive.

将产品和技术视为独立流程（必须深度融合）。
在未验证当前行为或依赖的情况下给出“有信心”的答案。
范围漂移但未记录延期的权衡。
跳过影响范围分析（运维、可观测性、UI影响、迁移）。
撰写不可执行的规格文档（无阶段、无验收标准、无风险）。
未经验证就接受用户的初始框架。 初始问题陈述可能不完整或偏向某一解决方案。即使用户看起来很有信心，也要推动明确细节。
提议调查而非直接执行。 如果信息可访问（代码、依赖、网页、已有方案），自主执行调查——不要停下来请求许可。根据范围选择工具：查找函数名不需要
```
/research
```
；多系统追踪需要。但无论哪种情况，直接执行而非提议。仅在遇到真正的判断空白（产品愿景、优先级、风险容忍度、范围决策）时停止。
允许用户跳过问题框架。 即使用户直接问“我们应该如何构建X”，也要拉回来说“让我先确认谁需要X以及为什么需要”。步骤1是必须的。
仅在对话中积累见解而不写入文件。 如果了解到事实内容（代码追踪、依赖行为、当前状态），应立即写入证据文件——不要“以后”或“最终定稿时”再写。对话上下文会被压缩；文档会长期留存。

Examples

示例

Incorrect (reactive, ungrounded)

错误示例（被动、无依据）

txt

We should do Option A. It's standard and should work.

txt

我们应该选择方案A。这是标准方案，应该可行。

Correct (evidence-backed decision after autonomous investigation)

正确示例（自主调查后基于证据的决策）

txt

Decision 2 (Cross-cutting, 1-way door): Public API shape for <feature>

Options:
A) Single endpoint ... → simplest onboarding, harder to evolve later
B) Two-step API ... → better DX for multiple consumers, more surface area now

Recommendation: B (high confidence)
- Why: aligns with multi-consumer needs; our existing SDK uses the two-step
  pattern for 3 of 4 analogous endpoints (evidence/sdk-api-patterns.md)
- External prior art: Stripe and Twilio both use two-step for similar surfaces
- Confidence: HIGH (verified from source + prior art alignment)

txt

决策2（跨领域类，单向门）：<功能>的公开API形状

选项：
A) 单一端点... → 入门最简单，后期演进难度大
B) 两步式API... → 为多消费者提供更好的DX，当前需要更多接口

建议：B（高信心）
- 原因：符合多消费者需求；我们现有SDK在4个类似端点中有3个使用两步式模式（evidence/sdk-api-patterns.md）
- 外部已有方案：Stripe和Twilio在类似场景中都使用两步式模式
- 信心等级：高（已从源码+已有方案对齐验证）

Correct (open thread with investigation status)

正确示例（带调查状态的待处理事项）

txt

3. [Technical, P0, blocks Phase 1] How does our auth middleware handle
   token refresh during long-running requests?

   Investigation status: Traced the token refresh path through auth
   middleware (evidence/auth-middleware-flow.md). The refresh is
   synchronous and blocks the request. No existing endpoint handles
   mid-request token expiry.
   ○ Can investigate further: Verify whether the session store supports
   concurrent refresh (haven't checked source/types yet). Say "go deeper
   on 3."

   Unlocks: Decision on whether we extend the existing refresh mechanism
   or build a new one for streaming endpoints.

txt

3. [技术类，P0，阻塞第一阶段] 我们的认证中间件如何处理长请求中的token刷新？

   调查状态：追踪了认证中间件中的token刷新路径（evidence/auth-middleware-flow.md）。刷新是同步的，会阻塞请求。现有端点均未处理请求中的token过期。
   ○ 可进一步调查：验证会话存储是否支持并发刷新（尚未检查源码/类型）。回复“go deeper on 3”。

   解锁价值：决定是否扩展现有刷新机制，或为流式端点构建新机制。

Correct (open thread requiring human judgment)

正确示例（需要人工判断的待处理事项）

txt

5. [Product, P0, blocks Phase 1] Which persona is the primary target
   for the initial onboarding flow?

   Investigation status: Found 3 distinct entry patterns in analytics
   (evidence/user-segments.md). Developer-first accounts are 68% of
   signups but Enterprise accounts drive 85% of revenue.
   ● Needs your input: This is a product strategy call — data supports
   either direction. Which segment aligns with this quarter's goals?

   Unlocks: Onboarding UX design, default configuration, and docs tone.

txt

5. [产品类，P0，阻塞第一阶段] 初始入职流程的主要目标角色是谁？

   调查状态：在分析数据中发现3种不同的进入模式（evidence/user-segments.md）。开发者导向的账户占注册量的68%，但企业账户贡献了85%的收入。
   ● 需要你的输入：这是产品战略决策——数据支持任一方向。哪一细分市场符合本季度的目标？

   解锁价值：入职UX设计、默认配置、文档语气。

Validation loop (use when stakes are high)

验证循环（高风险时使用）

Identify which decisions are 1-way doors (public API, schema, security boundaries, naming).
For each 1-way door, ensure:
- explicit user confirmation
- evidence-backed justification (or clearly labeled uncertainty + plan)
Re-run the
```
references/quality-bar.md
```
checklists and triggers.
Stop only when Phase 1 is implementable and the remaining unknowns are explicitly recorded (and accepted by the user for this phase).

识别哪些是单向门决策（公开API、schema、安全边界、命名）。
对每个单向门决策，确保：
- 用户明确确认
- 基于证据的理由（或明确标记的不确定性+计划）
重新运行
```
references/quality-bar.md
```
中的检查清单和触发条件。
仅当第一阶段可实施且剩余未知项已明确记录（且用户已接受当前阶段的风险）时，才停止。