Documentation Standards Refactoring Implementation Plan

For Claude: REQUIRED SUB-SKILL: Use superpowers:executing-plans to implement this plan task-by-task.

Goal: Refactor all 91 existing documentation files to meet the new documentation standards defined in Documentation/09-Meta/Documentation-Standards.md and integrate with the maintain-documentation skill.

Architecture: Multi-phase refactoring with token management strategy, progressive file updates, checkpoint commits, and session continuity protocol.

Tech Stack: Python scripts for analysis, Git for version control, Claude Code sessions for execution

Total Scope: 91 documentation files across 9 directory categories - Files with violations: 74 (81%) - Compliant files: 17 (19%)

Token Management Strategy

The Problem

This is a massive refactoring job that will likely exceed token limits in a single Claude Code session. We need a strategy to:

Track progress across sessions - Know exactly where we left off
Enable resumption - Pick up work without duplicating effort
Maintain quality - Ensure consistency across all updates
Commit frequently - Preserve work and enable rollback

The Solution: Progressive Refactoring with Checkpoints

Phase-Based Approach

Break the work into 9 phases (one per directory category), with each phase containing 5-15 files:

Phase 1: 00-START-HERE (1 file) - ✅ Critical entry point
Phase 2: 01-Architecture (6 files) - ✅ Critical system docs
Phase 3: 02-Guides (14 files) - ✅ High traffic how-tos
Phase 4: 03-Reference (9 files) - ⚠️ Technical specs
Phase 5: 04-Decisions (4 files) - ⚠️ ADRs (special handling)
Phase 6: 05-Troubleshooting (3 files) - ⚠️ Problem solving
Phase 7: 06-Processes (13 files) - Standards & workflows
Phase 8: 07-Meta (7 files) - Documentation about docs
Phase 9: 08-Projects (28 files) - Project tracking
Phase 10: 09-Business (6 files) - Business docs

Progress Tracking File

Create Documentation/01-Work-In-Progress/REFACTORING-PROGRESS.md:

# Documentation Standards Refactoring Progress

**Started**: 2025-11-02
**Status**: In Progress
**Current Phase**: 1 of 10

## Phase Completion

- [ ] Phase 1: 00-START-HERE (0/1)
- [ ] Phase 2: 01-Architecture (0/6)
- [ ] Phase 3: 02-Guides (0/14)
- [ ] Phase 4: 03-Reference (0/9)
- [ ] Phase 5: 04-Decisions (0/4)
- [ ] Phase 6: 05-Troubleshooting (0/3)
- [ ] Phase 7: 06-Processes (0/13)
- [ ] Phase 8: 07-Meta (0/7)
- [ ] Phase 9: 08-Projects (0/28)
- [ ] Phase 10: 09-Business (0/6)

## Files Updated

### Phase 1 (00-START-HERE)
<div class="kanban-column">
- [ ]</div>
 Documentation/00-START-HERE.md

[... continues for all phases ...]

## Session Log

### Session 1 (2025-11-02)
- Started Phase 1
- Files completed: 0
- Token usage: 0/200000

[... continues for each session ...]

Checkpoint Commits

After each phase: 1. Run validation script 2. Commit with descriptive message 3. Update progress tracker 4. Push to remote (safety backup)

Session Continuity Protocol

When starting a new session (due to token limit):

Read REFACTORING-PROGRESS.md
Identify last completed phase
Resume at next incomplete file
Continue with standard workflow

When token limit approaches (<20k remaining):

Complete current file
Commit all changes
Update progress tracker
Stop gracefully with handoff message: Token limit approaching. Completed Phase X. Next session: Resume at Phase Y, file Z. See REFACTORING-PROGRESS.md for details.

Standards Requirements Summary

Mandatory Header Format

Every documentation file MUST have:

# Title

**Status**: Active|Reference|Archived
**Last Updated**: YYYY-MM-DD
**Related Docs**: [links to related documentation]
**Code Location**: `path/to/code.py` (if applicable)

---

Status Values

Active - Living document, frequently updated
Reference - Stable reference material
Archived - Historical record, no longer current

Additional Requirements

File names must use kebab-case (already compliant)
Links must use relative paths (already mostly compliant)
Code examples must have language identifiers
Diagrams should use Mermaid when possible
No broken links
No TODOs without issue numbers

Directory-Specific Considerations

06-Decisions/ (ADRs - Special Handling)

IMPORTANT: ADRs have their own format standard defined in Documentation/06-Decisions/README.md.

Standard ADR format:

# ADR-XXX: Title

**Date**: YYYY-MM-DD
**Status**: Proposed|Accepted|Rejected|Superseded
**Deciders**: [Names]

## Context
[...]

## Decision
[...]

## Rationale
[...]

## Consequences
[...]

For this refactoring: - Keep existing ADR structure - Add Last Updated: field if modified - Add Related Docs: field for cross-references - Do NOT change Status, Date, or Deciders fields - Validate but do not reformat

10-Projects/ (Project Docs - Status-Dependent)

Active Projects (in 10-Projects/Active/): - Status: Active or In Progress - Must have current Last Updated date - Should include progress tracking

Archived Projects (in 10-Projects/Archive/YYYY-QX/): - Status: Archived - Last Updated: Date of completion - Add completion metadata

09-Meta/ (Meta Docs - Already Mostly Compliant)

These are the standard-defining documents: - Documentation-Standards.md - Already compliant - Maintenance-Guide.md - Check compliance - Others may need updates

Implementation Tasks

Pre-Phase: Setup and Validation

Task 1: Create Progress Tracker

Files: - Create: Documentation/01-Work-In-Progress/REFACTORING-PROGRESS.md

Step 1: Create the progress tracking file

cat > Documentation/01-Work-In-Progress/REFACTORING-PROGRESS.md << 'EOF'
# Documentation Standards Refactoring Progress

**Started**: 2025-11-02
**Status**: In Progress
**Current Phase**: 0 of 10 (Setup)

## Phase Completion

- [ ] Phase 0: Setup and Validation (0/3)
- [ ] Phase 1: 00-START-HERE (0/1)
- [ ] Phase 2: 01-Architecture (0/6)
- [ ] Phase 3: 02-Guides (0/14)
- [ ] Phase 4: 03-Reference (0/9)
- [ ] Phase 5: 04-Decisions (0/4)
- [ ] Phase 6: 05-Troubleshooting (0/3)
- [ ] Phase 7: 06-Processes (0/13)
- [ ] Phase 8: 07-Meta (0/7)
- [ ] Phase 9: 08-Projects (0/28)
- [ ] Phase 10: 09-Business (0/6)

## Current Session

**Session**: 1
**Date**: 2025-11-02
**Phase**: 0 (Setup)
**Token Usage**: 0/200000
**Files Completed This Session**: 0

## Files Updated

### Phase 0: Setup and Validation
<div class="kanban-column">
- [ ]</div>
 Create validation script
- [ ] Create progress tracker
- [ ] Initial commit

### Phase 1: 00-START-HERE
<div class="kanban-column">
- [ ]</div>
 Documentation/00-START-HERE.md

### Phase 2: 01-Architecture
<div class="kanban-column">
- [ ]</div>
 Documentation/03-Architecture/Core-Principles.md
- [ ] Documentation/03-Architecture/EPG-Matching-Pipeline.md
- [ ] Documentation/03-Architecture/Family-League-Inference.md
- [ ] Documentation/03-Architecture/Subdomain-Design.md
- [ ] Documentation/03-Architecture/System-Overview.md
- [ ] Documentation/03-Architecture/Technology-Stack.md

### Phase 3: 02-Guides
<div class="kanban-column">
- [ ]</div>
 Documentation/04-Guides/Cloudflare-Setup.md
- [ ] Documentation/04-Guides/Command-Reference.md
- [ ] Documentation/05-Reference/Database/Credentials.md
- [ ] Documentation/05-Reference/Database/Supabase-Setup.md
- [ ] Documentation/04-Guides/Deployment.md
- [ ] Documentation/04-Guides/Development-Setup.md
- [ ] Documentation/04-Guides/EPG-Generation.md
- [ ] Documentation/04-Guides/M3U-Snapshots.md
- [ ] Documentation/04-Guides/Pattern-Matching.md
- [ ] Documentation/04-Guides/Quick-Start.md

### Phase 4: 03-Reference
<div class="kanban-column">
- [ ]</div>
 Documentation/05-Reference/API/API_INTEGRATION.md
- [ ] Documentation/05-Reference/API/API_V2_MIGRATION.md
- [ ] Documentation/05-Reference/API/REST-API.md
- [ ] Documentation/05-Reference/API/SEARCHEVENTS_DEPRECATION.md
- [ ] Documentation/05-Reference/Database/README.md
- [ ] Documentation/05-Reference/Database/Schema.md
- [ ] Documentation/05-Reference/Event-Details-Cache.md
- [ ] Documentation/05-Reference/Glossary.md
- [ ] Documentation/05-Reference/Product/README.md

### Phase 5: 04-Decisions
<div class="kanban-column">
- [ ]</div>
 Documentation/06-Decisions/001-D1-Database-Migration.md
- [ ] Documentation/06-Decisions/002-EPG-Matching-Architecture.md
- [ ] Documentation/06-Decisions/README.md
- [ ] Documentation/06-Decisions/STUB-TEMPLATE.md

### Phase 6: 05-Troubleshooting
<div class="kanban-column">
- [ ]</div>
 Documentation/07-Troubleshooting/Match-Failures.md
- [ ] Documentation/07-Troubleshooting/Performance-Issues.md
- [ ] Documentation/07-Troubleshooting/System-Gaps.md

### Phase 7: 06-Processes
<div class="kanban-column">
- [ ]</div>
 Documentation/08-Processes/CI-CD-Pipeline.md
- [ ] Documentation/02-Standards/00-Core-Principles.md
- [ ] Documentation/02-Standards/01-Python-Standards.md
- [ ] Documentation/02-Standards/02-TypeScript-Standards.md
- [ ] Documentation/02-Standards/03-Architecture-Patterns.md
- [ ] Documentation/02-Standards/04-Testing-Standards.md
- [ ] Documentation/02-Standards/05-Documentation-Standards.md
- [ ] Documentation/02-Standards/06-Git-Workflow.md
- [ ] Documentation/02-Standards/07-Database-Standards.md
- [ ] Documentation/02-Standards/08-Error-Handling.md
- [ ] Documentation/02-Standards/09-Security-Standards.md
- [ ] Documentation/02-Standards/ENGINEERING-STANDARDS-COMPLETE.md
- [ ] Documentation/02-Standards/README.md

### Phase 8: 07-Meta
<div class="kanban-column">
- [ ]</div>
 Documentation/09-Meta/AUDIT-SUMMARY.md
- [ ] Documentation/09-Meta/DOCUMENTATION-AUDIT-2025-11-02.md
- [ ] Documentation/09-Meta/DOCUMENTATION-CLEANUP-PLAN.md
- [ ] Documentation/09-Meta/Documentation-Standards.md (VERIFY ONLY)
- [ ] Documentation/09-Meta/Maintenance-Guide.md
- [ ] Documentation/09-Meta/MIGRATION-PLAN.md
- [ ] Documentation/01-Work-In-Progress/DOCUMENTATION_UPDATE_CHECKLIST.md

### Phase 9: 08-Projects
<div class="kanban-column">
- [ ]</div>
 Documentation/10-Projects/Active/2025-11-02-provider-onboarding-service-design.md
- [ ] Documentation/10-Projects/Active/Admin-Enhancements.md
- [ ] Documentation/10-Projects/Active/API-Match-Overhaul.md
- [ ] Documentation/10-Projects/Active/Billing-System.md
- [ ] Documentation/10-Projects/Active/Public-Frontend.md
- [ ] Documentation/10-Projects/Archive/2024-Q4/API-Efficiency-Fix.md
- [ ] Documentation/10-Projects/Archive/2024-Q4/CLEANUP_SUMMARY.md
- [ ] Documentation/10-Projects/Archive/2024-Q4/Cost-Tracker-Integration.md
- [ ] Documentation/10-Projects/Archive/2024-Q4/Cross-Provider-Cache.md
- [ ] Documentation/10-Projects/Archive/2024-Q4/D1_MIGRATION_COMPLETE.md
- [ ] Documentation/10-Projects/Archive/2024-Q4/D1_MIGRATION_SUMMARY.md
- [ ] Documentation/10-Projects/Archive/2024-Q4/D1_MODE_TEST_RESULTS.md
- [ ] Documentation/10-Projects/Archive/2024-Q4/D1_PIPELINE_FIX.md
- [ ] Documentation/10-Projects/Archive/2024-Q4/D1-Batch-Upsert-Fix.md
- [ ] Documentation/10-Projects/Archive/2024-Q4/D1-Batching-Analysis.md
- [ ] Documentation/10-Projects/Archive/2024-Q4/D1-Race-Condition-Fix.md
- [ ] Documentation/10-Projects/Archive/2024-Q4/Date-Tolerance-Feature.md
- [ ] Documentation/10-Projects/Archive/2024-Q4/Enhanced-Match-Cache.md
- [ ] Documentation/10-Projects/Archive/2024-Q4/Family-Stats-Tracker.md
- [ ] Documentation/10-Projects/Archive/2024-Q4/League-Normalization.md
- [ ] Documentation/10-Projects/Archive/2024-Q4/MISMATCH_TRACKER_D1_MIGRATION.md
- [ ] Documentation/10-Projects/Archive/2024-Q4/MULTI_PROVIDER_ARCHITECTURE_STATUS.md
- [ ] Documentation/10-Projects/Archive/2024-Q4/Multi-Provider-Architecture-Design.md
- [ ] Documentation/10-Projects/Archive/2024-Q4/PHASE_2_PARSER_COMPLETE.md
- [ ] Documentation/10-Projects/Archive/2024-Q4/PHASE_3_CONFIG_MANAGER_COMPLETE.md
- [ ] Documentation/10-Projects/Archive/2024-Q4/Phase-2-Integration.md
- [ ] Documentation/10-Projects/Archive/2024-Q4/REFRESH_EVENT_DB_D1_MIGRATION.md
- [ ] Documentation/10-Projects/Archive/2024-Q4/Regex-Matcher-Integration.md
- [ ] Documentation/10-Projects/Archive/README.md

### Phase 10: 09-Business
<div class="kanban-column">
- [ ]</div>
 Documentation/11-Business/cost-model.md
- [ ] Documentation/11-Business/pricing-strategy.md
- [ ] Documentation/11-Business/Product/byo-builder.md
- [ ] Documentation/11-Business/Product/premium-features.md
- [ ] Documentation/11-Business/Product/provider-packs.md
- [ ] Documentation/11-Business/Product/README.md

## Session Log

### Session 1 (2025-11-02)
- **Started**: Phase 0 (Setup)
- **Completed**: 0 files
- **Token Usage**: 0/200000
- **Notes**: Created progress tracker and validation script
EOF

Step 2: Commit progress tracker

git add Documentation/01-Work-In-Progress/REFACTORING-PROGRESS.md
git commit -m "docs: create refactoring progress tracker

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>"

Task 2: Create Validation Script

Files: - Create: scripts/validate_documentation_standards.py

Step 1: Create validation script

#!/usr/bin/env python3
"""
Validate documentation files against standards.

Checks:
1. Header presence (Status, Last Updated, separator)
2. File naming (kebab-case)
3. Link validity (relative paths exist)
4. Code blocks have language identifiers
5. No broken TODO items
"""

import os
import re
from pathlib import Path
from typing import List, Tuple

def validate_header(filepath: Path, content: str) -> List[str]:
    """Validate file header against standards."""
    violations = []
    lines = content.split('\n')[:20]  # Check first 20 lines
    header_text = '\n'.join(lines)

    # Check for Status field (mandatory)
    if not re.search(r'\*\*Status\*\*:', header_text):
        violations.append("Missing **Status**: field in header")

    # Check for Last Updated field (mandatory)
    if not re.search(r'\*\*Last Updated\*\*:', header_text):
        violations.append("Missing **Last Updated**: field in header")

    # Check for header separator --- (mandatory)
    if '---' not in header_text:
        violations.append("Missing header separator (---)")

    return violations

def validate_file_naming(filepath: Path) -> List[str]:
    """Validate file naming convention (kebab-case)."""
    violations = []
    filename = filepath.stem  # Without .md extension

    # Allow uppercase for special files (README, ADR-001, etc.)
    if filename.isupper() or filename.startswith('ADR-'):
        return violations

    # Check for kebab-case (allow numbers)
    if not re.match(r'^[a-z0-9]+(-[a-z0-9]+)*$', filename):
        violations.append(f"Filename '{filename}' not in kebab-case")

    return violations

def validate_links(filepath: Path, content: str, docs_root: Path) -> List[str]:
    """Validate relative links exist."""
    violations = []

    # Find all markdown links [text](path)
    link_pattern = r'\[([^\]]+)\]\(([^)]+)\)'
    links = re.findall(link_pattern, content)

    for text, link in links:
        # Skip external links, anchors, and images
        if link.startswith(('http://', 'https://', '#', 'mailto:')):
            continue

        # Handle anchor links (file.md#section)
        if '#' in link:
            link = link.split('#')[0]

        if not link:  # Pure anchor link like #section
            continue

        # Resolve relative path
        link_path = (filepath.parent / link).resolve()

        if not link_path.exists():
            violations.append(f"Broken link: [{text}]({link})")

    return violations

def validate_code_blocks(content: str) -> List[str]:
    """Validate code blocks have language identifiers."""
    violations = []

    # Find code blocks without language identifier
    # Pattern: ``` followed by newline (not ```python, ```bash, etc.)
    code_block_pattern = r'```\s*\n'
    matches = re.finditer(code_block_pattern, content)

    count = len(list(re.finditer(code_block_pattern, content)))
    if count > 0:
        violations.append(f"{count} code block(s) missing language identifier")

    return violations

def validate_file(filepath: Path, docs_root: Path) -> Tuple[bool, List[str]]:
    """
    Validate a single documentation file.

    Returns:
        (is_valid, violations)
    """
    try:
        with open(filepath, 'r', encoding='utf-8') as f:
            content = f.read()
    except Exception as e:
        return False, [f"Error reading file: {e}"]

    violations = []

    # Run all validation checks
    violations.extend(validate_header(filepath, content))
    violations.extend(validate_file_naming(filepath))
    violations.extend(validate_links(filepath, content, docs_root))
    violations.extend(validate_code_blocks(content))

    is_valid = len(violations) == 0
    return is_valid, violations

def main():
    """Main validation routine."""
    docs_root = Path("Documentation")

    if not docs_root.exists():
        print("❌ Documentation directory not found")
        return 1

    # Find all .md files
    md_files = list(docs_root.rglob("*.md"))

    print(f"🔍 Validating {len(md_files)} documentation files...")
    print()

    valid_count = 0
    invalid_count = 0
    all_violations = []

    for filepath in sorted(md_files):
        is_valid, violations = validate_file(filepath, docs_root)

        if is_valid:
            valid_count += 1
            print(f"✅ {filepath}")
        else:
            invalid_count += 1
            print(f"❌ {filepath}")
            for violation in violations:
                print(f"   - {violation}")
                all_violations.append((filepath, violation))
            print()

    # Summary
    print("=" * 80)
    print(f"📊 Validation Summary")
    print(f"   Total files: {len(md_files)}")
    print(f"   ✅ Valid: {valid_count}")
    print(f"   ❌ Invalid: {invalid_count}")
    print(f"   📝 Total violations: {len(all_violations)}")
    print("=" * 80)

    if invalid_count > 0:
        return 1
    else:
        print("🎉 All documentation files meet standards!")
        return 0

if __name__ == "__main__":
    exit(main())

Step 2: Make script executable

chmod +x scripts/validate_documentation_standards.py

Step 3: Test the validation script

cd /Users/abel_flores/Documents/GitHub/epgoat-internal
python3 scripts/validate_documentation_standards.py

Expected output: Should show 74 files with violations

Step 4: Commit validation script

git add scripts/validate_documentation_standards.py
git commit -m "feat: add documentation standards validation script

- Validates headers (Status, Last Updated, separator)
- Checks file naming (kebab-case)
- Validates relative links
- Checks code blocks have language identifiers

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>"

Task 3: Initial Checkpoint Commit

Step 1: Update progress tracker

Mark Phase 0 tasks as complete in REFACTORING-PROGRESS.md.

Step 2: Commit progress

git add Documentation/01-Work-In-Progress/REFACTORING-PROGRESS.md
git commit -m "docs: complete Phase 0 setup

- Created progress tracker
- Created validation script
- Ready to begin Phase 1

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>"

Step 3: Push to remote (safety backup)

git push

Phase 1: 00-START-HERE (1 file)

Priority: CRITICAL - This is the entry point for all documentation

Task 4: Update 00-START-HERE.md

Files: - Modify: Documentation/00-START-HERE.md

Step 1: Read current file

# Already done via Read tool earlier

Step 2: Identify required changes

Based on current state: - ✅ Has title: "# EPGOAT Documentation - START HERE" - ❌ Missing Status: field - ❌ Missing Last Updated: field - ✅ Has separator "---" (multiple) - ❌ Missing Related Docs: field

Step 3: Add header fields

Add after the title and welcome message, before first "---":

**Status**: Active
**Last Updated**: 2025-11-02
**Related Docs**: [Documentation Standards](09-Meta/Documentation-Standards.md), [Maintenance Guide](09-Meta/Maintenance-Guide.md)

Step 4: Verify no broken links

Check all links in the file still work (spot check 5-10 links).

Step 5: Update progress tracker

Mark Documentation/00-START-HERE.md as complete in REFACTORING-PROGRESS.md.

Step 6: Commit

git add Documentation/00-START-HERE.md Documentation/01-Work-In-Progress/REFACTORING-PROGRESS.md
git commit -m "docs: update 00-START-HERE.md to meet standards

- Add Status field (Active)
- Add Last Updated field (2025-11-02)
- Add Related Docs links
- Verify all internal links work

Phase 1 complete (1/1 files)

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>"

Phase 2: 01-Architecture (6 files)

Priority: CRITICAL - Core system architecture documentation

Task 5: Update Core-Principles.md

Files: - Modify: Documentation/03-Architecture/Core-Principles.md

Step 1: Read file

Step 2: Analyze current header

Identify what's missing from required header fields.

Step 3: Add/update header fields

Ensure complete header:

# Core Principles

**Status**: Active|Reference
**Last Updated**: 2025-11-02
**Related Docs**: [System Overview](System-Overview.md), [Documentation Standards](../09-Meta/Documentation-Standards.md)
**Code Location**: N/A (Architectural principles)

---

Choose appropriate Status based on content: - If frequently changing principles: Active - If stable foundational principles: Reference

Step 4: Verify code examples have language identifiers

Search for code blocks (```) without language identifiers, add them.

Step 5: Check links

Verify all relative links work.

Step 6: Update progress tracker

Step 7: Commit

git add Documentation/03-Architecture/Core-Principles.md Documentation/01-Work-In-Progress/REFACTORING-PROGRESS.md
git commit -m "docs: update Core-Principles.md to meet standards

- Add/update complete header
- Verify code blocks have language identifiers
- Check links

Phase 2 (1/6 files)

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>"

Task 6-10: Update Remaining Architecture Files

Repeat the same pattern for: - EPG-Matching-Pipeline.md - Family-League-Inference.md - Subdomain-Design.md - System-Overview.md (already has header, verify completeness) - Technology-Stack.md

For each file: 1. Read file 2. Analyze header 3. Add/update header fields 4. Fix code blocks 5. Check links 6. Determine appropriate Status: - Active - If architecture is evolving - Reference - If stable architecture description 7. Add Related Docs (link to System-Overview, relevant ADRs, guides) 8. Update progress tracker 9. Commit individual file

Commit message template:

git commit -m "docs: update [filename] to meet standards

- Add/update complete header (Status: [Active|Reference])
- Add Related Docs links
- Fix code blocks
- Verify links

Phase 2 ([X]/6 files)

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>"

Task 11: Phase 2 Checkpoint

Step 1: Validate Phase 2 files

python3 scripts/validate_documentation_standards.py | grep "01-Architecture"

Expected output: All 6 Architecture files should show ✅

Step 2: Update progress tracker

Mark Phase 2 as complete.

Step 3: Commit checkpoint

git add Documentation/01-Work-In-Progress/REFACTORING-PROGRESS.md
git commit -m "docs: complete Phase 2 (Architecture) - 6 files

All architecture documentation now meets standards:
- Complete headers (Status, Last Updated, Related Docs)
- Code blocks with language identifiers
- Valid links

Next: Phase 3 (Guides) - 14 files

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>"

Step 4: Push to remote

git push

Phase 3: 02-Guides (14 files)

Priority: HIGH - High-traffic how-to documentation

Files: 1. Cloudflare-Setup.md 2. Command-Reference.md 3. D1_CREDENTIALS.md 4. D1_MANAGER_SETUP.md 5. Deployment.md 6. Development-Setup.md 7. EPG-Generation.md 8. M3U-Snapshots.md 9. Pattern-Matching.md 10. Quick-Start.md (already has partial header)

Task 12-25: Update Guide Files (14 tasks)

For each guide file:

Read file
Analyze current header
Add/update header fields ```markdown # [Guide Title]

Status: Active Last Updated: 2025-11-02 Related Docs: Architecture Doc, Reference Doc Code Location: path/to/code (if applicable)

```

Note: All guides should be Status: Active (they're how-to docs that evolve)

Verify guide structure matches template
Has "Prerequisites" section?
Steps are numbered?
Code examples have language identifiers?
Expected outputs shown?
Troubleshooting section exists?
Fix any code blocks missing language identifiers
Check links (especially to architecture and reference docs)
Add Code Location if applicable (link to relevant code in engineering/)
Update progress tracker
Commit individual file

Commit message template:

git commit -m "docs: update [filename] to meet standards

- Add complete header (Status: Active)
- Add Related Docs links to architecture/reference
- Add Code Location if applicable
- Fix code block language identifiers
- Verify guide structure

Phase 3 ([X]/14 files)

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>"

Task 26: Phase 3 Checkpoint

Step 1: Validate Phase 3 files

python3 scripts/validate_documentation_standards.py | grep "02-Guides"

Step 2: Update progress tracker

Step 3: Commit checkpoint

git commit -m "docs: complete Phase 3 (Guides) - 14 files

All guide documentation now meets standards.

Next: Phase 4 (Reference) - 9 files

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>"

Step 4: Check token usage

If token usage > 160,000, prepare for session handoff. Otherwise continue.

Step 5: Push to remote

git push

Phase 4: 03-Reference (9 files)

Priority: HIGH - Technical specification documentation

Files: 1. API/API_INTEGRATION.md 2. API/API_V2_MIGRATION.md 3. API/REST-API.md 4. API/SEARCHEVENTS_DEPRECATION.md 5. Database/README.md 6. Database/Schema.md 7. Event-Details-Cache.md 8. Glossary.md 9. Product/README.md

Task 27-35: Update Reference Files (9 tasks)

For each reference file:

Read file
Analyze current header
Add/update header fields ```markdown # [Reference Title]

Status: Reference Last Updated: 2025-11-02 Related Docs: Practical Guide Code Location: path/to/implementation (if applicable)

```

Note: Reference docs should be Status: Reference (stable specs)

Verify reference structure
Has complete specification tables?
All fields documented with types?
Examples provided?
Fix code blocks
Check links
Update progress tracker
Commit

Commit message template:

git commit -m "docs: update [filename] to meet standards

- Add complete header (Status: Reference)
- Add Related Docs links to guides
- Add Code Location if applicable
- Fix code blocks
- Verify specification completeness

Phase 4 ([X]/9 files)

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>"

Task 36: Phase 4 Checkpoint

Step 1: Validate

python3 scripts/validate_documentation_standards.py | grep "03-Reference"

Step 2: Update progress tracker

Step 3: Commit checkpoint

git commit -m "docs: complete Phase 4 (Reference) - 9 files

Next: Phase 5 (Decisions/ADRs) - 4 files

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>"

Step 4: Check token usage

If token usage > 170,000, stop and prepare handoff message.

Step 5: Push to remote

git push

Phase 5: 04-Decisions (4 files) - SPECIAL HANDLING

Priority: HIGH - Architecture Decision Records

IMPORTANT: ADRs have their own format. Do NOT restructure them.

Files: 1. 001-D1-Database-Migration.md 2. 002-EPG-Matching-Architecture.md 3. README.md 4. STUB-TEMPLATE.md

Task 37-40: Update ADR Files (4 tasks)

For each ADR file:

Read file
Check current format
Minimal updates only:
If missing Last Updated, add it (set to original Date or latest edit date)
If missing Related Docs, add it (link to relevant architecture docs)
Do NOT change: Date, Status, Deciders
Do NOT reformat the ADR structure
Example minimal addition: ```markdown # ADR-001: Title

Date: 2024-11-01 Status: Accepted Deciders: [Names] Last Updated: 2025-11-02 ← ADD THIS IF MISSING Related Docs: System Overview ← ADD THIS IF MISSING

## Context [existing content] ```

Verify ADR has all required sections:
Context
Decision
Rationale
Consequences
Update progress tracker
Commit

Commit message template:

git commit -m "docs: update [ADR filename] with cross-references

- Add Last Updated field if missing
- Add Related Docs links
- Preserve ADR format and content

Phase 5 ([X]/4 files)

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>"

Task 41: Phase 5 Checkpoint

Step 1: Validate (with special ADR rules)

python3 scripts/validate_documentation_standards.py | grep "04-Decisions"

Step 2: Commit checkpoint

git commit -m "docs: complete Phase 5 (Decisions) - 4 files

ADRs updated with minimal changes (cross-references only).
Original ADR format preserved.

Next: Phase 6 (Troubleshooting) - 3 files

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>"

Step 3: Push

git push

Phase 6: 05-Troubleshooting (3 files)

Priority: HIGH - Problem-solving documentation

Files: 1. Match-Failures.md 2. Performance-Issues.md 3. System-Gaps.md

Task 42-44: Update Troubleshooting Files (3 tasks)

For each troubleshooting file:

Read file
Add/update header: ```markdown # Troubleshooting: [Topic]

Status: Active Last Updated: 2025-11-02 Related Docs: Architecture, Guide Code Location: path/to/relevant/code

```

Verify troubleshooting structure:
Issues are titled clearly?
Has Symptoms, Root Cause, Diagnosis, Solutions?
Links to relevant architecture/code?
Fix code blocks
Update progress tracker
Commit

Task 45: Phase 6 Checkpoint

git commit -m "docs: complete Phase 6 (Troubleshooting) - 3 files

Next: Phase 7 (Processes/Standards) - 13 files

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>"
git push

Phase 7: 06-Processes (13 files)

Priority: MEDIUM - Process and standards documentation

Files: (Engineering Standards + CI/CD)

Task 46-58: Update Process Files (13 tasks)

Note: Many engineering standards files may already be compliant since they're recent. Verify and update only what's missing.

For each file: 1. Read and verify header compliance 2. Update only if needed 3. Engineering standards should be Status: Reference (they're stable rules) 4. CI/CD should be Status: Active (evolving process)

Task 59: Phase 7 Checkpoint

git commit -m "docs: complete Phase 7 (Processes) - 13 files

Next: Phase 8 (Meta) - 7 files

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>"
git push

Phase 8: 07-Meta (7 files)

Priority: MEDIUM - Documentation about documentation

Files: 1. AUDIT-SUMMARY.md 2. DOCUMENTATION-AUDIT-2025-11-02.md 3. DOCUMENTATION-CLEANUP-PLAN.md 4. Documentation-Standards.md (VERIFY ONLY - already compliant) 5. Maintenance-Guide.md 6. MIGRATION-PLAN.md 7. 01-Work-In-Progress/DOCUMENTATION_UPDATE_CHECKLIST.md

Task 60-66: Update Meta Files (7 tasks)

Special note: Documentation-Standards.md should already be compliant. Just verify.

For audit/plan files: These are historical records. Set Status to Archived if completed, Active if ongoing.

Task 67: Phase 8 Checkpoint

git commit -m "docs: complete Phase 8 (Meta) - 7 files

Next: Phase 9 (Projects) - 28 files (LARGEST PHASE)

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>"
git push

IMPORTANT: Phase 9 has 28 files. Check token usage before starting. If > 150k tokens used, stop here and prepare handoff.

Phase 9: 08-Projects (28 files) - LARGEST PHASE

Priority: MEDIUM - Project tracking documentation

Files: - 5 Active projects - 23 Archived projects - 1 README

Task 68-95: Update Project Files (28 tasks)

Active Projects (Status: Active): 1. 2025-11-02-provider-onboarding-service-design.md 2. Admin-Enhancements.md 3. API-Match-Overhaul.md 4. Billing-System.md 5. Public-Frontend.md

For Active Projects:

# Project: [Name]

**Status**: Active
**Last Updated**: 2025-11-02
**Related Docs**: [ADR](../../06-Decisions/...), [Architecture](../../03-Architecture/...)
**Started**: [Original date]
**Target Completion**: [Target date]

---

Archived Projects (Status: Archived): - 23 files in Archive/2024-Q4/

For Archived Projects:

# Project: [Name] - COMPLETE ✅

**Date Completed**: [Completion date]
**Status**: Archived
**Quarter**: 2024-Q4
**Related ADRs**: [ADR-001](../../06-Decisions/001-...)
**Code Location**: `path/to/code`

---

Strategy for Phase 9:

Due to size, consider breaking into sub-phases: - Phase 9A: Active projects (5 files) - Phase 9B: Archived projects batch 1 (12 files) - Phase 9C: Archived projects batch 2 (11 files)

Commit after each sub-phase for token management.

Task 96: Phase 9 Checkpoint

git commit -m "docs: complete Phase 9 (Projects) - 28 files

Largest phase complete. All project tracking docs now compliant.

Next: Phase 10 (Business) - 6 files (FINAL PHASE)

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>"
git push

Phase 10: 09-Business (6 files) - FINAL PHASE

Priority: LOW - Business documentation

Files: 1. cost-model.md 2. pricing-strategy.md 3. Product/byo-builder.md 4. Product/premium-features.md 5. Product/provider-packs.md 6. Product/README.md

Task 97-102: Update Business Files (6 tasks)

For each business file:

# [Business Topic]

**Status**: Active
**Last Updated**: 2025-11-02
**Related Docs**: [Product Reference](../05-Reference/Product/)

---

Business docs are typically Active (they evolve with business decisions).

Task 103: Final Validation

Step 1: Run full validation

python3 scripts/validate_documentation_standards.py

Expected output:

📊 Validation Summary
   Total files: 91
   ✅ Valid: 91
   ❌ Invalid: 0
   📝 Total violations: 0
🎉 All documentation files meet standards!

Step 2: Update progress tracker to COMPLETE

Update REFACTORING-PROGRESS.md:

**Status**: COMPLETE ✅
**Completed**: 2025-11-02

All 91 documentation files now meet standards.

Step 3: Final commit

git add Documentation/01-Work-In-Progress/REFACTORING-PROGRESS.md
git commit -m "docs: complete Phase 10 (Business) - 6 files

🎉 REFACTORING COMPLETE

All 91 documentation files now meet standards:
- Complete headers (Status, Last Updated, Related Docs, Code Location)
- Code blocks with language identifiers
- Valid relative links
- Proper file naming

Total phases: 10
Total files: 91
Total commits: ~100+

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>"

Step 4: Push final changes

git push

Step 5: Celebrate!

The entire documentation system is now compliant with standards and ready for automated maintenance via the maintain-documentation skill.

Token Limit Recovery Protocol

When Token Limit Approaches (<20k remaining)

STOP IMMEDIATELY and follow this protocol:

Step 1: Complete Current File

Finish updating the current documentation file you're working on.

Step 2: Commit Current Progress

git add [current files]
git commit -m "docs: [phase name] - WIP checkpoint

Completed [X] of [Y] files in this phase.
Next file: [filename]

Token limit approached, stopping for session handoff.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>"

Step 3: Update Progress Tracker

Mark completed files in REFACTORING-PROGRESS.md and update session log:

### Session [N] (2025-11-02)
- **Started**: Phase [X]
- **Completed**: [N] files
- **Token Usage**: [current]/200000
- **Stopped At**: [Filename]
- **Reason**: Token limit approaching
- **Next Session**: Resume at [next file]

Step 4: Push to Remote

git push

Step 5: Provide Handoff Message

Output this message to the user:

⚠️ TOKEN LIMIT APPROACHING

Progress saved successfully.

📊 Current Status:
- Phase: [X] of 10
- Files completed this session: [N]
- Next file: [filename]

✅ All progress committed and pushed to remote.

📋 To Resume:
1. Start new Claude Code session
2. Read: Documentation/01-Work-In-Progress/REFACTORING-PROGRESS.md
3. Continue at: [filename]
4. Follow same task pattern

The refactoring plan and validation script are in place.
All completed work is safely committed.

Starting a New Session (After Token Limit)

When starting a new Claude Code session to continue:

Step 1: Read Progress Tracker

# This will be done automatically via Read tool
Read Documentation/01-Work-In-Progress/REFACTORING-PROGRESS.md

Step 2: Identify Resume Point

Find the last completed file and next file to work on.

Step 3: Resume Workflow

Continue with the same task pattern: 1. Read file 2. Analyze header 3. Update header 4. Fix code blocks 5. Check links 6. Commit

Step 4: Update Session Log

Add new session entry to progress tracker.

Success Criteria

This plan succeeds when:

✅ All 91 documentation files have complete headers
✅ All files pass validation script
✅ All code blocks have language identifiers
✅ All relative links are valid
✅ Progress tracker shows 100% completion
✅ All changes committed and pushed
✅ Documentation system ready for maintain-documentation skill

This plan fails when:

❌ Files left without proper headers
❌ Broken links introduced
❌ ADR format broken
❌ Progress not tracked/committed
❌ Work lost due to token limit without handoff

Estimated Effort

Total Tasks: 103 Estimated Time: 8-12 hours (across multiple sessions) Estimated Commits: 100+ Estimated Token Usage: 400k-600k (2-3 sessions)

Per Phase: - Phase 0: Setup - 15 mins - Phase 1: 1 file - 5 mins - Phase 2: 6 files - 30 mins - Phase 3: 14 files - 1 hour - Phase 4: 9 files - 45 mins - Phase 5: 4 files - 20 mins - Phase 6: 3 files - 15 mins - Phase 7: 13 files - 1 hour - Phase 8: 7 files - 30 mins - Phase 9: 28 files - 2 hours - Phase 10: 6 files - 30 mins - Final validation: 15 mins

Documentation Standards - Standards being applied
maintain-documentation Skill - Maintenance automation
Maintenance Guide - Ongoing maintenance

Notes for Future Maintainers

This refactoring enables: 1. Automated documentation maintenance via maintain-documentation skill 2. Easy validation via validate_documentation_standards.py 3. Consistent documentation quality across all files 4. Better discoverability via complete headers 5. Reduced documentation drift

After this refactoring: - Run validation script before commits - Use maintain-documentation skill when changing code - Keep headers updated (especially Last Updated dates) - Add new docs with proper headers from start

Documentation Standards Refactoring Implementation Plan

Token Management Strategy

The Problem

The Solution: Progressive Refactoring with Checkpoints

Phase-Based Approach

Progress Tracking File

Checkpoint Commits

Session Continuity Protocol

Standards Requirements Summary

Mandatory Header Format

Status Values

Additional Requirements

Directory-Specific Considerations

06-Decisions/ (ADRs - Special Handling)

10-Projects/ (Project Docs - Status-Dependent)

09-Meta/ (Meta Docs - Already Mostly Compliant)

Implementation Tasks

Pre-Phase: Setup and Validation

Task 1: Create Progress Tracker

Task 2: Create Validation Script

Task 3: Initial Checkpoint Commit

Phase 1: 00-START-HERE (1 file)

Task 4: Update 00-START-HERE.md

Phase 2: 01-Architecture (6 files)

Task 5: Update Core-Principles.md

Task 6-10: Update Remaining Architecture Files

Task 11: Phase 2 Checkpoint

Phase 3: 02-Guides (14 files)

Task 12-25: Update Guide Files (14 tasks)

Task 26: Phase 3 Checkpoint

Phase 4: 03-Reference (9 files)

Task 27-35: Update Reference Files (9 tasks)

Task 36: Phase 4 Checkpoint

Phase 5: 04-Decisions (4 files) - SPECIAL HANDLING

Task 37-40: Update ADR Files (4 tasks)

Task 41: Phase 5 Checkpoint

Phase 6: 05-Troubleshooting (3 files)

Task 42-44: Update Troubleshooting Files (3 tasks)

Task 45: Phase 6 Checkpoint

Phase 7: 06-Processes (13 files)

Task 46-58: Update Process Files (13 tasks)

Task 59: Phase 7 Checkpoint

Phase 8: 07-Meta (7 files)

Task 60-66: Update Meta Files (7 tasks)

Task 67: Phase 8 Checkpoint

Phase 9: 08-Projects (28 files) - LARGEST PHASE

Task 68-95: Update Project Files (28 tasks)

Task 96: Phase 9 Checkpoint

Phase 10: 09-Business (6 files) - FINAL PHASE

Task 97-102: Update Business Files (6 tasks)

Task 103: Final Validation

Token Limit Recovery Protocol

When Token Limit Approaches (<20k remaining)

Step 1: Complete Current File

Step 2: Commit Current Progress

Step 3: Update Progress Tracker

Step 4: Push to Remote

Step 5: Provide Handoff Message

Starting a New Session (After Token Limit)

Step 1: Read Progress Tracker

Step 2: Identify Resume Point

Step 3: Resume Workflow

Step 4: Update Session Log

Success Criteria

Estimated Effort

Related Documentation

Notes for Future Maintainers