tendril/kb/_guides/PROJECT-SETUP-GUIDE/PHASE-6-PLAN.md

Phase 6: Customization and Final Verification - Detailed Plan

Objective: Final customization pass and comprehensive verification of entire system

Status: Ready for Review
Date: 2025-01-27

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Overview

Phase 6 performs a final pass to ensure all customization for Tendril is complete, verifies consistency across all documentation, and confirms the system is ready for ongoing use. Most customization has been done incrementally in previous phases, but this phase ensures nothing was missed.

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Current State

• Phase 0: Foundation & Cursor Rules (completed)
• Phase 1: Phase Documentation System (completed)
• Phase 2: KB System Setup (completed)
• Phase 3: Gitea Actions Workflows (completed)
• Phase 4: LLM Usage Guides (completed)
• Phase 5: Validation and Testing (completed)
• Final verification and cleanup needed

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Tasks Breakdown

Task 1: Project Name Customization Verification

Objective: Verify all references use "Tendril" (not "pairs" or placeholders)

Steps:

1. Search for Placeholder Names:

   • Search codebase for "pairs" (case-insensitive)
   • Search for "PAIRS" (all caps)
   • Search for common placeholders: "{REPO-NAME}", "{PROJECT-NAME}", etc.
   • Document any found instances

2. Verify Project Name Consistency:

   • Check all phase blueprints use "Tendril"
   • Check all KB files use project: ["tendril"]
   • Check all documentation uses "Tendril"
   • Check all templates use "tendril"

3. Update Any Remaining References:

   • Replace any found placeholders
   • Update any missed "pairs" references
   • Ensure consistency across all files

Files to Check:

• .cursorrules
• docs/AGENT-GUIDELINES.md
• kb/README.md
• kb/_templates/*.md
• kb/_guides/KB_INGEST_PROMPT.md
• .github/README.md
• .github/LLM-Usage-Guide--tendril.md
• docs/PROMPTS/*.md
• All phase documentation files

Success Criteria:

• No "pairs" references found (except in historical context)
• No placeholder names found
• All files use "Tendril" or "tendril" consistently

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Task 2: Directory Structure Verification

Objective: Verify all directory references match Tendril structure

Steps:

1. Verify Phase Directory References:

   • Check all references use tendril/phases/ (not pairs/phases/)
   • Verify phase directory naming: phase-XX-name
   • Check all paths in documentation

2. Verify KB Directory References:

   • Check all references use kb/ structure
   • Verify category directories are correct
   • Check special directory references

3. Verify Documentation Paths:

   • Check all relative paths are correct
   • Verify cross-references work
   • Check file links are valid

Files to Check:

• .cursorrules (path references)
• docs/AGENT-GUIDELINES.md
• kb/README.md
• Phase documentation files
• All guide documents

Success Criteria:

• All paths use tendril/phases/ structure
• All KB paths are correct
• All documentation links work
• No broken references

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Task 3: Platform Terminology Verification

Objective: Verify all platform references use "Gitea" (not "GitHub")

Steps:

1. Search for GitHub References:

   • Search for "GitHub" (case-insensitive)
   • Identify context: platform reference vs. compatibility note
   • Document instances found

2. Verify Platform Terminology:

   • Check all platform references say "Gitea"
   • Verify compatibility notes are clear
   • Check workflow references use "Gitea Actions"
   • Verify repository URL is Gitea instance

3. Update Any Incorrect References:

   • Replace "GitHub" with "Gitea" where referring to platform
   • Keep "GitHub Actions" only in compatibility notes
   • Ensure consistency

Files to Check:

• .cursorrules
• docs/AGENT-GUIDELINES.md
• docs/GITEA/*.md
• .github/README.md
• .github/LLM-Usage-Guide--tendril.md
• All phase plans and guides

Success Criteria:

• All platform references say "Gitea"
• Compatibility notes are clear
• Repository URL is Gitea instance
• Terminology is consistent

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Task 4: Phase Structure Customization

Objective: Verify phase numbering and naming are appropriate for Tendril

Steps:

1. Review Phase Numbering:

   • Verify phase numbering starts at 00 (Phase 0: Foundation)
   • Check numbering is sequential
   • Verify no gaps in numbering

2. Review Phase Names:

   • Verify phase names are descriptive
   • Check naming convention: phase-XX-name
   • Ensure names reflect actual phase content

3. Verify Phase Status:

   • Check all phase statuses are accurate
   • Verify status indicators: ✅ Complete, 🔄 In Progress, ⏳ Planned
   • Update README.md if needed

Files to Check:

• tendril/phases/phase-*/blueprint.md
• README.md (phase status section)
• PROJECT_STATUS.md (if exists)

Success Criteria:

• Phase numbering is sequential
• Phase names are descriptive and consistent
• Phase statuses are accurate
• README reflects current state

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Task 5: KB Category Customization

Objective: Verify KB categories are appropriate and routing is correct

Steps:

1. Review KB Categories:

   • Verify all 8 categories exist and are appropriate
   • Check category names are clear
   • Verify routing decision tree is correct

2. Verify KB Routing:

   • Check routing decision tree uses correct paths
   • Verify Tendril-specific routing (01_projects/tendril/)
   • Check routing confidence system is documented

3. Test KB Routing:

   • Create test KB files for each category
   • Verify routing works correctly
   • Verify confidence scoring works

Files to Check:

• kb/README.md (routing decision tree)
• kb/_guides/KB_INGEST_PROMPT.md (routing rules)
• KB category directories

Success Criteria:

• All KB categories are appropriate
• Routing decision tree is correct
• Routing works for all categories
• Documentation is accurate

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Task 6: Final Documentation Review

Objective: Comprehensive review of all documentation for accuracy and completeness

Steps:

1. Review Main Documentation:

   • README.md - Project overview and status
   • docs/AGENT-GUIDELINES.md - Agent guidelines
   • .cursorrules - Cursor rules
   • Verify all are up-to-date and accurate

2. Review Phase Documentation:

   • Check all phase blueprints are complete
   • Verify tasks, decisions, changelogs are synchronized
   • Check project name consistency

3. Review KB Documentation:

   • kb/README.md - KB system overview
   • kb/_guides/KB_INGEST_PROMPT.md - Ingestion prompt
   • Verify all KB documentation is accurate

4. Review Workflow Documentation:

   • .github/README.md - Workflow overview
   • .github/LLM-Usage-Guide--tendril.md - LLM guide
   • Verify workflow documentation is complete

5. Review Prompt Documentation:

   • docs/PROMPTS/LLM-Usage-Guide.md
   • docs/PROMPTS/Prompt-Creation-Guide.md
   • Verify prompt documentation is complete

Success Criteria:

• All documentation is accurate
• All documentation is up-to-date
• All cross-references work
• All examples are relevant to Tendril

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Task 7: System Integration Verification

Objective: Verify all system components work together correctly

Steps:

1. Test End-to-End Workflows:

   • Test complete KB creation workflow
   • Test complete phase documentation update workflow
   • Test complete workflow modification workflow
   • Verify all components integrate correctly

2. Verify Automation:

   • Test KB index auto-update
   • Test KB lint validation
   • Verify automation works as expected

3. Verify Synchronization:

   • Test phase documentation synchronization
   • Test README maintenance
   • Verify synchronization rules work

Success Criteria:

• All end-to-end workflows function correctly
• Automation works as expected
• Synchronization rules work correctly
• System is ready for ongoing use

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Comprehensive Verification Checklist

Before completing Phase 6, verify:

• No "pairs" references found (except historical)
• No placeholder names found
• All project names use "Tendril" or "tendril"
• All directory paths use tendril/phases/ structure
• All platform references say "Gitea" (with compatibility notes)
• Repository URL is Gitea instance
• Phase numbering is sequential and appropriate
• Phase names are descriptive
• Phase statuses are accurate in README
• KB categories are appropriate
• KB routing works correctly
• All documentation is accurate and up-to-date
• All cross-references work
• All examples are relevant to Tendril
• All end-to-end workflows function correctly
• Automation works as expected
• System is ready for ongoing use

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Final Customization Checklist

Project Name

• All files use "Tendril" or "tendril"
• No "pairs" references (except historical)
• No placeholder names

Directory Structure

• All paths use tendril/phases/
• All KB paths are correct
• All documentation links work

Platform Terminology

• All platform references say "Gitea"
• Compatibility notes are clear
• Repository URL is Gitea instance

Phase Structure

• Phase numbering is sequential
• Phase names are descriptive
• Phase statuses are accurate

KB System

• KB categories are appropriate
• Routing decision tree is correct
• Routing works for all categories

Documentation

• All documentation is accurate
• All documentation is up-to-date
• All cross-references work

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Success Criteria

• All customization is complete
• All verification checks pass
• System is fully functional
• Documentation is accurate and complete
• System is ready for ongoing use
• No outstanding issues or inconsistencies

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Notes

• Most customization has been done incrementally in previous phases
• This phase focuses on verification and catching anything missed
• Be thorough in searching for placeholder names and incorrect references
• Document any issues found and fix them before marking complete
• System should be production-ready after this phase

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Location: kb/_guides/PROJECT-SETUP-GUIDE/PHASE-6-PLAN.md
Related:

• All previous phase plans
• kb/_guides/PROJECT-SETUP-GUIDE/COMPLETE-SYSTEM-REPLICATION-GUIDE.md
• All project documentation