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Phase 1 of the docs-lifecycle build. claude-rules/docs-lifecycle.md captures the shape: formal-vs-notes location split (docs/specs/ vs docs/design/), an authoritative org-keyword status heading with dated history and an :ID: UUID, the two-sequence keyword header that keeps decision cookies computing, named owners for every transition, and the one-grep status board.
The four workflows each take their piece: spec-create emits into docs/specs/ and stamps DRAFT in the template; spec-review checks location (legacy spots stay reviewable until :LAST_SPEC_SORT: is stamped) and owns the DRAFT-to-READY flip plus the demote path; spec-response owns READY-to-DOING at decomposition, stamps :SPEC_ID: on the build parent, and always emits the flip-to-IMPLEMENTED task; task-audit reconciles DOING specs against their bound parent's keyword.
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Phase 0 of the autonomous-batch (speedrun) build. todo-format.md now carries fixed cross-project definitions: :solo: is the autonomy/eligibility tag (buildable, agent-verifiable, no design deliberation — at most one or two quick upfront-answerable decisions, which the speedrun pre-flight Q&A batches), and :quick: is a ≤30-minute effort hint that never gates eligibility. task-review and task-audit now treat the tag assessment as mandatory — a pass that skips it is incomplete.
task-review's :solo: gate 3 also moves from "no upfront decision" to the no-deliberation form: the stricter wording predated the pre-flight Q&A decision and would have wrongly excluded tasks with a quick answerable question.
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A parent whose child tasks are all resolved closes (DONE/CANCELLED + CLOSED) and archives on the next --archive-done; a parent with one or two open children gets those promoted to standalone level-2 tasks first. Carries the leaf-with-notes carve-out (a task whose only descendant is a dated design note is unstarted work, not a finished container — flag NEEDS-USER, never close) and a warning to verify open-child counts against a real subtree scan, not a fragile regex. Depends on --convert-subtasks running first so the counts are accurate.
From the .emacs.d handoff (2026-07-01 task-audit note).
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Reconciliation keeps each task honest on its own, but a single effort fragmented across several tasks (the agent-agnostic work, say) is hard to see and finish as a whole. Adds Phase C.5: read the open-task set, spot semantic clusters by judgment rather than a brittle keyword match, and propose per cluster either a merge (fold same-work members into one) or a parent-with-children grouping (related-but-distinct members). Proposes, never applies, until Craig picks; broader than Phase C's exact-duplicate fold.
Claude-Session: https://claude.ai/code/session_017PtX1nt1rtYVATuzmzBS4f
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Two Phase C behaviors, both surfaced auditing an Emacs-config todo.org. Enforce a project's declared closed tag set (strip tags outside it) where the legend marks the set exhaustive, leaving open-vocabulary projects untouched. For a task whose code shipped but awaits a manual or visual check, file that check under the project's manual-testing parent (dedup first) and close the implementation task, rather than letting "done but unverified" linger half-open.
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Every run appended a fresh dated "lint-org follow-ups" section with line-number-keyed entries, so the follow-ups file grew an unbounded pile of near-duplicate sections, kept entries whose finding had since resolved, and broke whenever the target file's line numbers shifted. Running an audit against a large todo.org surfaced exactly that drift: dead-link flags pointing at docs that now exist, and three stacked dated runs for one file.
Now lint-org rewrites the current file's section from the current run. Findings that no longer reproduce simply are not re-emitted, re-runs dedupe to one section, and entries key on checker plus message with the line as a trailing annotation, so a finding survives line shifts as the same entry. Other files' sections are left intact, and the strip step tolerates the old dated-header shape so existing follow-ups files migrate on first run. This changes the follow-ups file from an append-only log to the current outstanding findings per file.
task-audit's Phase C link-hygiene step now also reaps a matching dead-link entry when it fixes or verifies the link, scoped strictly to dead-link entries, so the audit and the follow-ups file stop drifting between lint runs.
Five follow-ups tests cover record-by-content, dedupe across runs, drop-on-resolve, and preserve-other-files. Mirrors synced.
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A task audit verified the surviving tasks are factually honest but left their relevance and priority untouched, so keeping the list lean still needed a separate task-review run. Added Phase F: after the audit stamps :LAST_AUDIT:, run task-review on the oldest-unreviewed batch in the same pass. The two stay distinct (audit owns facts and :LAST_AUDIT:, review owns relevance and the per-task :LAST_REVIEWED:); chaining just refreshes both markers in one invocation. open-tasks does not invoke task-review, so nothing there needed to change. Mirror synced.
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Two changes land together because each is broken without the other.
open-tasks.org gains a new Phase A.1, evaluated only in Next Mode. The
phase reads :LAST_AUDIT: from notes.org and walks five state signals
(reminder/task mismatch, passed scheduled date, "waiting on X" matches a
shipped X, dead file: link, sub-task >75% DONE coverage). If the temporal
threshold of 14 days trips, or any signal fires, Next Mode offers a
task-audit run before producing the recommendation. Item 1 in the offer
is "run task-audit first" per the recommendation-at-item-1 convention.
task-audit.org gains two pieces. Phase C now enforces priority and
type-tag presence per the project's legend, applies the [#A] dating rule
from that legend, and re-assesses :quick: and :solo: from reconciled
facts. Unambiguous calls land autonomously. Ambiguous ones flag
NEEDS-USER instead of being guessed. A new Phase E stamps :LAST_AUDIT:
on completion.
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The .ai/ mirror lagged claude-templates/.ai/ for three workflows (task-audit, task-review, triage-intake) and two scripts (screenshot.py and its test) — earlier commits updated the canonical copies without resyncing the mirror in the same commit. The startup rsync caught it up; this commit tracks the result so the two stay identical.
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A task audit reconciles each open task's recorded content against reality (sessions, email, chat, ticketing, calendar, recordings) and fixes the stale facts. That's distinct from task-review, which grooms relevance and priority. The two compose: review keeps the list lean, and audit keeps the survivors factually honest. Registered it in the workflow INDEX with its trigger phrases.
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