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doc-review

Writing & research

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Updated 10-16 04:04

About this skill

Document Review Skill

Read first: references/documentation-contract.md — the split procedure, the functional-document exemption and the comment-block exemption list that a review of a feature document or a comment migration judges against (rules/docs-numbering.md and rules/docs-writing.md are its resident cores). If that Read fails, stop and report it; do not review from memory.

Trigger

  • Keywords: review doc, document review, tech spec review, review-spec, doc-refactor, streamline doc

When NOT to Use

  • Code review (use codex-code-review)
  • Test coverage review (use test-review)
  • Just want to read a document (use Read directly)

Commands

Command Description Use Case
/codex-review-doc Codex reviews .md docs Document changes
/review-spec Review tech spec Spec confirmation
/doc-refactor Streamline documents Doc too long
/update-docs Research & update docs After code change

Workflow: /codex-review-doc

Target set → Deterministic checks → Resolve profiles + batches → Codex review per batch → Rating table + Gate → Loop

All changed .md in one change are one review plan. The plan is the unit; it holds one or more physical batches, and within the budget it is exactly one batch and therefore one dispatch. Reviewing file-by-file is what this workflow replaced — it multiplied a three-file change into three whole- document reviews.

Step 1: Determine the Target Set

Condition Action
Paths specified Use them — all of them, as one plan
No path git diff --name-only HEAD and untracked, filtered to .md
Nothing changed Report it and stop; there is no document to review

Never narrow a multi-file change to one file, and never ask the user to pick one. A file the plan drops is a file nothing reviewed.

Step 2: Deterministic Checks First

node scripts/check-doc-links.js --root "$(git rev-parse --show-toplevel)" <changed .md paths>

Resolves the repo-local file links it can classify, prints the ones that do not resolve, and prints unresolved — how many link shapes it declined to classify. Heading fragments are out of scope: [x](#frag) is dropped uncounted the way an external URL is, and [x](./a.md#frag) is checked as a link to a.md alone. A dead #fragment is therefore not a finding this step establishes, and the reviewer is free to raise one.

Scan only the paths that exist in the working tree. A deleted .md (the resolver reports it deleted: true) is omitted from this scan — passing it produces an unreadable failure that hands the reviewer a defect when the deletion is the change. Its review copy is git show HEAD:<path>, and the prompt says so per file.

Bash(node:*) and Task are in allowed-tools since review-loop-resilience (2026-08-23): the fallback dispatch below names scripts/lib/review-dispatch.js and scripts/validate-family-sentinel.js as steps of this workflow, and a named step should not stall on a permission prompt mid-review. The earlier deliberate omission protected against unnamed node invocations riding a review's grant; the boundary is now behavioural — this workflow invokes node only for the scripts its steps name (the link check, the profile resolver, the dispatch decision, the sentinel validator, the state note). Advisory input, not a gate: it always exits 0, and its output is fed to the reviewer as findings already established so the LLM does not spend a pass rediscovering them. markdownlint does not resolve links, so nothing else answers this.

Pass both fields to the prompt, and never failures alone. It is a scanner, not a CommonMark parser — this repository ships zero dependencies — so failures: [] settles the link question only alongside unresolved: 0. With unresolved > 0 that many link shapes went unchecked, and saying "already settled" over them is the one way this advisory input can cost a review rather than save one.

Step 3: Resolve Profiles and Batches

node scripts/resolve-review-profile.js --tier <effective tier> --files <a.md,b.md> --root "$(git rev-parse --show-toplevel)"

Emits a per-file profile with the reasons it is not shallower, plus the batch plan. Richer inputs — the ## sections a shallow profile is confined to, and whether code landed with the change — go in via --plan <file|->, a JSON document of the same shape the resolver prints:

{ "tier": "standard", "code_changed": false,
  "files": [ { "path": "docs/features/x/2-tech-spec.md",
               "profile": "living-sync", "sections": ["3. Design"] } ] }

Three things this step decides, and none of them is negotiable afterwards:

  • The profile is resolved before the prompt is built. A shallow prompt for a change that did not earn one is never assembled, so there is no mismatch to detect afterwards and nothing to poison.
  • Escalation is one-way and per file. One file escalating raises that file's questions and the batch's shared dimensions; it never withdraws another file's record-diff exemption.
  • An over-budget plan splits loudly. Say which batches were produced and why, then dispatch each. Never claim one dispatch you did not make, and never drop a file to fit.

Step 4: Codex Review, One Dispatch Per Batch

First review: dispatch per @skills/codex-code-review/references/codex-transport.md § Start with the doc review prompt. See references/codex-prompt-doc.md.

Save the returned threadId — one per batch.

Loop review: dispatch per § Resume with the re-review template. See references/review-loop-doc.md — its Loop Rules carry the thread-rotation clause (central contract).

codex_fail → fallback carries the gate (adapter exit 1 only — @skills/codex-code-review/references/codex-transport.md § Completion state machine: a pending or unknown completion keeps the gate open with no fallback, exit 2 is a configuration error, and an alloc/cleanup failure is a lifecycle error) (@rules/auto-loop.md § Review Dispatch): decide via scripts/lib/review-dispatch.js (contract:'doc'), record [REVIEWER_FALLBACK] plane=doc_review from=codex to=contract-neutral-reviewer reason=<…> | <ISO8601> (sticky for this change), dispatch contract-neutral-reviewer via Task with references/codex-prompt-doc.md as the governing template — batch manifest, profiles and frozen file list included (P3 = one retry on a fresh instance) — and validate the raw report with node scripts/validate-family-sentinel.js doc before adopting the verdict (exactly one of ✅ Mergeable / ⛔ Needs revision, no foreign terminal). Fallback agents are stateless, so each loop round is a fresh dispatch. Carriers exhausted → no gate sentinel, behaviour-layer ⚠️ Need Human, nothing noted.

Stop cat-ing whole existing files into the prompt. Codex has sandbox access; the prompt carries the file list, each file's profile, and what that profile says to read.

Step 5: Consolidate Output

Organize results into rating table + severity-grouped findings + gate. One gate for the plan: a batch that comes back ⛔ Needs revision blocks the plan.

The conjunction is behaviour-layer, and the state slot cannot hold it. The reminder state (hook-lightweighting § 3.2) stores one doc_review note and a later note overwrites it — last write wins, whatever an earlier batch said. Hold the conjunction yourself: fix and re-dispatch every blocked batch (references/review-loop-doc.md § Loop Rules), and call the plan Mergeable only when the latest dispatch of every batch passed — never because the final dispatch happened to. Then self-note the plan's verdict once, not per batch:

CHECKER=".claude/scripts/review-state.js"; [ -f "$CHECKER" ] || CHECKER="scripts/review-state.js"
node "$CHECKER" note doc_review pass   # every batch's latest dispatch passed
node "$CHECKER" note doc_review fail   # any batch still blocked — increments the rounds count

The note is the declared-provenance record the reminder hooks read; it is advisory, binds to the current tree digest (a later .md edit re-opens the plane by construction), and a failed note never fails the review — the cost is one redundant reminder line.

Review Profiles

Resolved by scripts/resolve-review-profile.js, never chosen by hand at dispatch time.

Profile Used when Reviewer reads Questions
full-design Design landing pre-implementation; unknown classification; security / data-integrity; any escalation Whole changed document + linked design context All five dimensions
implementation-sync Current-authority doc updated after code landed Changed hunks + enclosing ## sections + preamble + link definitions Does any reviewed section contradict the implementation? Is any affected cross-reference dead?
living-sync Current-authority doc, doc-only edit Changed sections Accuracy and internal consistency
record-diff Design / work / history record Changed hunks Is the edit internally coherent and correctly marked as a record? No code-alignment obligation
executable Instruction surfaces (skills/**, rules/**) Changed sections + the file's own contract Does the instruction still execute? Any conflicting directive?

New (untracked) files are read whole under any profile — every line is new.

The profile narrows what the reviewer reads, never whether review runs, and no resolver outcome auto-passes anything (Anchor Register #5, #6). Contract and escalation table: docs/features/doc-review-phasing/2-tech-spec.md § 3.3–3.4.

Review Dimensions

Dimension Checks
Architecture Design System boundaries, responsibilities, dependencies, extensibility
Performance Bottlenecks, concurrency, caching, resource usage
Security Data leakage, access control, input validation, error handling
Documentation Quality Structure, completeness, accuracy, examples, docs-writing standards
Code Consistency Pseudocode matches codebase, referenced files exist, technical accuracy

Review Loop

⚠️ @CLAUDE.md auto-loop: fix → re-review → ... → ✅ PASS ⚠️

⛔ Needs revision → fix 🔴 items → /codex-review-doc --continue <threadId> → repeat until ✅ Mergeable.

The round budget is the tier's cap (fast — docs are the tier's primary case — caps at 6; an explicit ## Max Rounds in rules/auto-loop-project.md overrides it, per rules/auto-loop.md § Tiers). Still failing at the cap → report blocker.

🔴 only. 🟡 and ⚪ are non-blocking: log them and proceed.

[NIT_DEFERRED] file:line | issue | reason: sub-threshold-doc | <ISO8601>

That tag and field order are a reporting convention — nothing parses or persists the line (hook-lightweighting § 3.3: the nit-history store retired with the hook that owned it). The durable record is the review report and the conversation, where the line is greppable; keep the fixed field order for exactly that grep. references/codex-prompt-doc.md asks Codex for a ### Deferred Findings section so the report itself carries the deferrals.

Do not batch-fix 🟡/⚪ and re-review to confirm — that spends a round on findings the gate already declared non-blocking. The two exceptions are the same as for code (@rules/auto-loop.md § Sub-Threshold Findings): a one-line fix in a file already open, and a mis-marked security / data-integrity issue that should have been 🔴.

What counts as 🔴 is pinned in references/codex-prompt-doc.md § Severity Calibration — it is the reviewer prompt, not this file, that keeps the loop short.

Verification

  • Each issue tagged with severity (🔴/🟡/⚪)
  • Gate is clear (✅ Mergeable / ⛔ Needs revision)
  • Codex verified code-documentation consistency independently

Required Actions

Change Type Must Execute
.md docs /codex-review-doc or /review-spec
Tech spec /review-spec
README /codex-review-doc

References

  • Doc review prompt: references/codex-prompt-doc.md
  • Review loop: references/review-loop-doc.md
  • Profile resolver: scripts/resolve-review-profile.js — profiles, escalation, batch plan
  • Link checker: scripts/check-doc-links.js — advisory deterministic input. Reports failures and unresolved: it is a scanner, not a CommonMark parser, and failures: [] settles the link question only when unresolved is 0
  • Standards: @rules/docs-writing.md

Examples

Input: /codex-review-doc docs/features/xxx/2-tech-spec.md
Action: Link check → resolve profile → Codex doc prompt scoped to the changed sections → Rating table + Findings + Gate

Input: /codex-review-doc
Action: Collect every changed .md → link check → one plan, one batch, one dispatch → Rating table + Gate

Input: /codex-review-doc (a 25-file feature folder)
Action: Resolver splits the plan loudly into batches, each within budget → one dispatch per batch → one consolidated gate

Input: Review this tech spec for me
Action: /review-spec → Check completeness/feasibility/risks → Output Gate

Input: This document is too long, streamline it
Action: /doc-refactor → Tabularize + Mermaid → Output comparison