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48 changes: 48 additions & 0 deletions .codex/skills/documentation-lifecycle-governance/SKILL.md
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@@ -0,0 +1,48 @@
---
name: documentation-lifecycle-governance
description: Use when creating, updating, relocating, or archiving repository docs to enforce taxonomy, lifecycle, and OpenSpec/TODO collaboration rules.
---

# Documentation Lifecycle Governance

## When to use
Use this skill when any documentation asset is created or modified.

## Core workflow

1. Classify the document type:
- design / analysis / todo / feature / standard / temporary

2. Place in the correct directory:
- design -> `docs/design/`
- analysis/todo -> `docs/todos/`
- feature aggregation -> `docs/features/`
- standard -> `docs/guides/` or governance rule files
- temporary -> `docs/mailbox/`

3. Link lifecycle dependencies:
- standards -> feature -> design -> analysis -> TODO -> execution -> evidence -> archive

4. Choose collaboration mode:
- OpenSpec mode (default): bind doc to `openspec/changes/<change-id>/`
- TODO fallback mode: use dated TODO bundle and add migration plan to OpenSpec

5. Enforce governance metadata:
- add/update frontmatter for governance-tracked docs
- ensure aggregation document is the single status source

6. Verify before completion:
- run documentation checks (OpenSpec status/validate + repo doc checks)
- ensure links and evidence paths are resolvable

7. Archive policy:
- move completed feature docs to `docs/features/archive/`
- move completed TODO bundles to `docs/todos/archive/`
- never delete historical evidence without explicit governance approval

## Output expectations
For each doc governance task, produce:
- affected files list
- lifecycle status transition
- evidence commands executed
- remaining open questions/risk
4 changes: 4 additions & 0 deletions AGENTS.md
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Expand Up @@ -9,6 +9,10 @@
- Agent-driven development MUST follow documents under `docs/guides/` first, especially:
- `docs/guides/Development_Constraints.md`
- `docs/guides/Documentation_First_Development_SOP.md`
- Documentation placement, lifecycle, and archive handling MUST follow:
- `docs/governance/Documentation_Management_Model.md`
- Documentation governance tasks SHOULD use:
- `.codex/skills/documentation-lifecycle-governance/SKILL.md`
- Code implementation MUST align with `docs/design/` as the latest full design source of truth.
- If design and implementation diverge, update design docs first, then execute gap analysis before coding.
- Every design doc that governs implementation MUST explicitly contain:
Expand Down
18 changes: 17 additions & 1 deletion docs/README.md
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Expand Up @@ -41,6 +41,8 @@
├── /CONTRIBUTING_AI.md (AI Agent 协作规范)
├── guides/Development_Constraints.md (开发约束清单)
├── guides/Documentation_First_Development_SOP.md (文档先行 SOP,Bug/Feature/Refactor 必走)
├── governance/Documentation_Management_Model.md (文档目录分层、生命周期、OpenSpec/TODO 双模式协作)
├── features/README.md (特性聚合文档规范与归档规则)
└── design/Design_Doc_Minimum_Standard.md (设计文档最小完备标准)
```

Expand Down Expand Up @@ -91,6 +93,8 @@
| `guides/Engineering_Practice_Guide_Sandbox_and_WORM.md` | 工程实践指南:沙箱执行隔离(seccomp/网络/镜像)、WORM 落地与核查 |
| `guides/Development_Constraints.md` | 开发约束:架构不破坏、测试必备、日志/命名/复用/信任边界等硬性要求 |
| `guides/Documentation_First_Development_SOP.md` | 文档先行 SOP:先设计文档、再 gap 分析、再 TODO、再 OpenSpec 修复、再归档 |
| `governance/Documentation_Management_Model.md` | 文档管理模型:目录分层、文档类型规则、生命周期依赖、OpenSpec/无 OpenSpec 协作 |
| `features/README.md` | 特性聚合文档规范:单一状态源、证据回写与归档迁移 |
| `guides/Tool_Approval_Memory.md` | 工具审批记忆使用指南:pending/grant/deny/revoke、scope/matcher、持久化与接线方式 |

---
Expand Down Expand Up @@ -290,14 +294,26 @@ docs/
│ ├── Interface_Layer_Design_v1.1_MCP_and_Builtin.md
│ ├── ARCHITECTURE_COMPARISON.md
│ └── ...(更多历史文档)
├── features/
│ ├── README.md
│ ├── <change-id>.md(每个 change 一个聚合文档)
│ └── archive/
├── governance/
│ ├── Documentation_Management_Model.md
│ └── branch-protection.md
├── guides/
│ ├── Development_Constraints.md
│ ├── Documentation_First_Development_SOP.md
│ └── Engineering_Practice_Guide_Sandbox_and_WORM.md
├── todos/
│ ├── YYYY-MM-DD_<topic>_design_code_gap_analysis.md
│ ├── YYYY-MM-DD_<topic>_design_code_gap_todo.md
│ └── archive/
└── appendix/
└── Appendix_Industrial_Security_and_Auditing.md
```

---

*最后更新:2026-02-27*
*最后更新:2026-02-28*
*维护者:DARE Framework Team*
4 changes: 4 additions & 0 deletions docs/agent_rules.md
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Expand Up @@ -8,6 +8,10 @@ These rules apply to all agent-generated changes in this repository.
3. 不得修改公共接口/数据结构,除非任务明确且给出影响分析。
4. 必须补测试或更新测试,并附上本地/CI 的测试证据。
5. 任何跳过测试(skip/only/exclude)必须说明理由并经过 review。
6. 文档治理任务必须遵循 `docs/governance/Documentation_Management_Model.md` 的目录分层与生命周期规则。
7. 默认采用 OpenSpec 协作;OpenSpec 不可用时仅可使用 TODO-driven 回退模式,并需补迁移证据。
8. 文档创建/迁移/归档时必须执行统一技能流程:`.codex/skills/documentation-lifecycle-governance/SKILL.md`。
9. `docs/features/<change-id>.md` 是特性状态单一真相源,其他文档不得写冲突状态。

## Operating Notes
- Keep diffs small to reduce merge conflicts in multi-agent parallel work.
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Expand Up @@ -27,3 +27,11 @@
1. `Plan->Execute` 的 `APPROVE_REQUIRED` 仍以 fail-fast 为主,需与 ToolLoop 语义统一。
2. Hook payload schema 跨模块 contract 仍在收敛。
3. 文档治理链路已建立,但自动化漂移校验需要持续补强。

## Governance 聚合锚点(新增)

> 说明:治理类 change 需要在本矩阵中补充 `feature aggregation` 锚点,确保从能力声明可直接跳转到变更级证据入口。

| Capability | Feature Aggregation Anchor | OpenSpec Change |
|---|---|---|
| Documentation-first 治理闭环 | `docs/features/enhance-doc-governance-traceability.md` | `openspec/changes/enhance-doc-governance-traceability/` |
22 changes: 22 additions & 0 deletions docs/features/README.md
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# Feature Aggregation Docs

`docs/features/` stores one aggregation document per active change/topic.

## Rules

1. File naming
- OpenSpec mode: `docs/features/<change-id>.md`
- TODO fallback mode: `docs/features/<topic-slug>.md`

2. Source of truth
- Aggregation document owns lifecycle status (`draft/active/done/archived`).
- Linked analysis/todo/design docs should not override this status.

3. Required links
- OpenSpec artifacts (`proposal/design/specs/tasks`) or TODO fallback bundle
- Related design docs
- Gap analysis + TODO evidence
- Verification evidence (commands/results)

4. Archive
- Move completed docs to `docs/features/archive/` after closeout.
Empty file.
34 changes: 34 additions & 0 deletions docs/features/enhance-doc-governance-traceability.md
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---
change_ids: ["enhance-doc-governance-traceability"]
doc_kind: feature
topics: ["documentation-governance", "traceability", "skills"]
created: 2026-02-28
updated: 2026-02-28
status: active
mode: openspec
---

# Feature: enhance-doc-governance-traceability

## Scope
Unify documentation management structure, lifecycle governance, and SOP-to-skill execution mapping.

## OpenSpec Artifacts
- Proposal: `openspec/changes/enhance-doc-governance-traceability/proposal.md`
- Design: `openspec/changes/enhance-doc-governance-traceability/design.md`
- Specs:
- `specs/documentation-lifecycle-traceability/spec.md`
- `specs/design-reconstructability-governance/spec.md`

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P2 Badge Fix incomplete OpenSpec spec paths in feature entry

The spec artifact paths listed here are missing the openspec/changes/enhance-doc-governance-traceability/ prefix, so anyone (or any script) resolving them from the repo root gets non-existent paths. This breaks the traceability goal of the aggregation doc because proposal/design/tasks are resolvable while specs are not, and it can cause automated evidence/link checks to fail for this change.

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Fixed. Updated spec links in the feature aggregation entry to repository-root-resolvable paths:

  • docs/features/enhance-doc-governance-traceability.md lines 20-21
    Commit: ba0d70d

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P2 Badge Point spec artifact references to real repository paths

The feature aggregation doc is meant to be the traceability entry point, but the two spec references use specs/... paths that do not exist from the repository root, unlike the proposal/design/tasks links in the same section. In practice, reviewers or any path-based checker cannot resolve these entries to the actual OpenSpec files, which breaks the "single aggregation entry" navigation goal for this change and makes evidence lookup brittle.

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Fixed. Spec artifact references now point to real repository paths in the aggregation doc:

  • docs/features/enhance-doc-governance-traceability.md lines 20-21
    Commit: ba0d70d

- Tasks: `openspec/changes/enhance-doc-governance-traceability/tasks.md`

## Governance Anchors
- `docs/governance/Documentation_Management_Model.md`
- `docs/guides/Documentation_First_Development_SOP.md`
- `.codex/skills/documentation-lifecycle-governance/SKILL.md`

## Evidence
- `openspec validate --changes enhance-doc-governance-traceability`
- `openspec status --change enhance-doc-governance-traceability --json`

## Next Milestone
Implement tasks group 1-2 (taxonomy contract + standards alignment).
98 changes: 98 additions & 0 deletions docs/governance/Documentation_Management_Model.md
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# Documentation Management Model

> Scope: Repository-wide documentation governance for design, analysis, feature lifecycle, standards, temporary notes, and archive.

## 1. Governance Targets

The documentation system MUST satisfy both goals:
- Reconstructability: system behavior can be rebuilt from docs.
- Traceability: any active change can be traced end-to-end in minutes.

## 2. Directory Taxonomy (Single Source)

| Layer | Path | Purpose | Lifecycle |
|---|---|---|---|
| Standards | `docs/guides/`, `docs/agent_rules.md`, `AGENTS.md` | Rules, constraints, SOP, collaboration protocol | stable + versioned |
| Design | `docs/design/` | Authoritative architecture/interface/module design | active + archived |
| Governance | `docs/governance/` | Governance model, branch rules, policy checkpoints | stable |
| Feature Aggregation | `docs/features/` | One aggregation doc per change/topic (single status source) | active -> archive |
| Analysis/TODO | `docs/todos/` | Gap analysis and execution TODO ledgers | active -> archive |
| Temporary | `docs/mailbox/` | Thread-local or short-lived communication artifacts | temporary -> archive/remove |
| Reference | `docs/appendix/` | Supporting references and non-normative materials | stable |
| Archives | `docs/design/archive/`, `docs/todos/archive/`, `docs/features/archive/` | Historical snapshots and closed records | immutable-ish |

## 3. Document Types and Placement Rules

1. Design docs: place under `docs/design/**`; must align with current implementation contract.
2. Analysis docs: place under `docs/todos/` as dated gap analysis and TODO pairs.
3. Feature docs: place under `docs/features/<change-id>.md`; this is the single source for feature/change status.

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P2 Badge Reconcile feature doc naming rule with fallback mode

This placement rule requires feature docs to be named docs/features/<change-id>.md, but the same governance model later mandates TODO fallback creation as docs/features/<topic-slug>.md when OpenSpec is unavailable. Keeping both as unconditional requirements creates an internal contract conflict, so any path-based checker or reviewer using section 3 as the source of truth can incorrectly reject valid fallback docs.

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Fixed. Feature-doc placement rule is now mode-aware to remove the naming conflict:

  • OpenSpec mode: docs/features/<change-id>.md
  • TODO fallback mode: docs/features/<topic-slug>.md with mode: todo_fallback + topic_slug
  • docs/governance/Documentation_Management_Model.md:35-37
    Commit: 6c54b36

4. Standards docs: place under `docs/guides/` or top-level governance rule files.
5. Temporary docs: place under `docs/mailbox/`; must be linked to an owner thread and cleanup plan.

## 4. Lifecycle Dependencies

The default dependency chain is:

`standards -> feature aggregation -> design update -> gap analysis -> TODO -> execution -> evidence -> archive`

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P2 Badge Align lifecycle dependency order with SOP sequence

The canonical governance chain here requires feature aggregation before design, but the same commit’s SOP flow requires design/gov docs updates before entering the change-slice aggregation workflow (Step 3 before Step 4 in docs/guides/Documentation_First_Development_SOP.md). Because this model is the declared source for checkpoint automation, the reversed order can cause CI/rules to enforce a workflow that conflicts with the documented SOP and create false process failures.

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Fixed. Lifecycle dependency order is now aligned with SOP sequence and no longer places feature aggregation ahead of design/gap/TODO.

  • docs/governance/Documentation_Management_Model.md:55
  • Updated chain: standards -> design update -> gap analysis -> master TODO -> feature aggregation -> execution -> evidence -> review/merge gate -> archive
    Commit: cb2230f


Status transitions:
- `draft` -> `active` -> `done` -> `archived`
- only aggregation docs own lifecycle state; linked docs SHOULD NOT duplicate conflicting status values.

## 5. Collaboration Modes

### 5.1 OpenSpec Mode (Default)

Use this whenever OpenSpec is available:
1. Create/continue `openspec/changes/<change-id>/`.
2. Create/update `docs/features/<change-id>.md` and link proposal/design/specs/tasks.
3. Execute tasks iteratively; write evidence into feature aggregation + TODO ledger.
4. Verify with tests/checks; update docs consistency.
5. Archive change and migrate feature doc to `docs/features/archive/` when complete.

### 5.2 No-OpenSpec Fallback Mode (TODO-driven)

Use only when OpenSpec cannot be used (tooling/environment constraint):
1. Create `docs/features/<topic-slug>.md` with `mode: todo_fallback` in frontmatter.
2. Create dated gap/TODO pair in `docs/todos/`.
3. Execute against TODO checklist with evidence updates per task.
4. When OpenSpec becomes available, migrate fallback assets into an OpenSpec change and link migration evidence.

## 6. Frontmatter Contract (Governance-tracked docs)

Governance-tracked docs SHOULD include frontmatter with:

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P2 Badge Require frontmatter for governance-tracked docs

This governance model makes frontmatter optional (SHOULD), but the same change set defines governance traceability around machine-checkable metadata and CI checks for missing required fields; keeping this as optional lets contributors legitimately omit the key mapping metadata and weakens the enforceability of the lifecycle contract. Tightening this to a mandatory requirement (or explicitly scoping exceptions) would keep the contract consistent and auditable.

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Fixed. Frontmatter requirement was tightened from SHOULD to MUST in the governance model:

  • docs/governance/Documentation_Management_Model.md line 63
    Commit: ba0d70d


```yaml
---
change_ids: ["<change-id>"]
doc_kind: feature|analysis|todo|standard|temporary

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P1 Badge Include design docs in doc_kind metadata contract

The governance contract marks design docs as in-scope (docs/design/) but the required frontmatter enum only allows feature|analysis|todo|standard|temporary, so a checker that enforces this rule cannot represent design artifacts without mislabeling them or failing validation. This conflicts with the same change set’s documentation-management skill, which explicitly classifies design as a document kind, and will break machine-traceability for design updates unless design (and any other governed kinds) is added or explicitly exempted.

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Fixed. Added design to the doc_kind contract enum:

  • docs/governance/Documentation_Management_Model.md line 68
    Commit: 34a9a9d

topics: ["..."]
created: YYYY-MM-DD
updated: YYYY-MM-DD
status: draft|active|done|archived
---
```

Notes:
- `status` on non-aggregation docs is informational only.
- Aggregation doc is the status source of truth.

## 7. Checkpoint-to-Skill Mapping

Required lifecycle checkpoints MUST be skillized:
- kickoff
- execution-sync
- verification
- completion-archive

Implementation is defined by:
- skill file: `.codex/skills/documentation-lifecycle-governance/SKILL.md`
- CI checks that validate presence and linkage of required assets.

## 8. Effectiveness Criteria

Governance is considered effective when:
- active change context can be located in <= 5 minutes,
- traceability mapping completeness >= 95%,
- stale/unlinked governance docs trend down each iteration,
- archive migration occurs within one iteration after completion.
3 changes: 3 additions & 0 deletions docs/guides/Development_Constraints.md
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Expand Up @@ -10,9 +10,12 @@

## 文档先行硬门禁(新增,强制)
- Agent 开发必须先遵循 `docs/guides/` 约束,最低要求:`Development_Constraints.md` + `Documentation_First_Development_SOP.md`。
- 文档管理方式必须遵循 `docs/governance/Documentation_Management_Model.md`(目录分层、文档类型放置、生命周期迁移)。
- 所有代码开发以 `docs/design/` 全量最新设计为准;若实现与文档冲突,必须先更新文档再改代码。
- 设计文档必须可独立重建实现:至少显式描述总体架构、核心流程、数据结构、关键接口、异常错误处理(详见 `docs/design/Design_Doc_Minimum_Standard.md`)。
- 任何 Bug/新增 Feature/重构,必须先执行“文档更新 + gap 分析 + TODO 拆解”,再按 OpenSpec 流程逐项落地。
- 默认采用 OpenSpec 协作;仅在 OpenSpec 不可用时允许 TODO-driven 回退模式,并必须在 OpenSpec 恢复后完成迁移回写。
- 任何治理类文档任务必须使用统一技能流程(`.codex/skills/documentation-lifecycle-governance/SKILL.md`)或等价自动化流程。
- 禁止“先写代码后补文档”;除紧急止血修复外,文档缺失视为任务未开始。紧急修复需在 24 小时内补齐文档与 gap 分析。

## 设计准则(高内聚、低耦合)
Expand Down
33 changes: 33 additions & 0 deletions docs/guides/Documentation_First_Development_SOP.md
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Expand Up @@ -19,13 +19,15 @@
## 2. 产物规范(必须)

- 设计文档:`docs/design/**`
- 特性聚合文档:`docs/features/<change-id>.md`(状态单一真相源)
- 设计质量标准:`docs/design/Design_Doc_Minimum_Standard.md`
- 差异分析:`docs/todos/YYYY-MM-DD_<topic>_design_code_gap_analysis.md`
- 执行清单:`docs/todos/YYYY-MM-DD_<topic>_design_code_gap_todo.md`
- OpenSpec 变更:`openspec/changes/<change-id>/{proposal.md,design.md,tasks.md}`
- 归档产物:分析文档、TODO 文档在完成后标记 `done/archived`,并补证据链接。
- 可重建追踪矩阵:`docs/design/Design_Reconstructability_Traceability_Matrix.md`
- 重建执行 SOP:`docs/guides/Design_Reconstruction_SOP.md`
- 文档治理模型:`docs/governance/Documentation_Management_Model.md`

## 3. 标准流程(一步不可省)

Expand Down Expand Up @@ -96,3 +98,34 @@
- 归档路径统一使用日期前缀(`YYYY-MM-DD-...`)。
- 归档条目必须包含对应 OpenSpec change 路径与验证证据。
4. 若连续两轮发现同类文档漂移,必须新增自动化校验并接入 CI。

## 7. 协作模式(必须显式声明)

### Mode A: OpenSpec 模式(默认)

适用于 OpenSpec 可用场景,执行顺序如下:
1. 建立/选择 `openspec/changes/<change-id>/`。
2. 创建或更新 `docs/features/<change-id>.md`,并登记 proposal/design/specs/tasks 链接。
3. 按 OpenSpec tasks 逐项执行,每个任务回写证据到 feature 聚合文档与 TODO 文档。
4. 完成后执行 verify + archive,并迁移聚合文档到 `docs/features/archive/`。

### Mode B: 无 OpenSpec 回退(TODO-driven)

仅在 OpenSpec 不可用(工具/环境受限)时使用:
1. 创建 `docs/features/<topic-slug>.md`,并在 frontmatter 声明 `mode: todo_fallback`。
2. 创建日期化 gap/todo 文档对(`docs/todos/`)。
3. 以 TODO 清单推进并持续回写 evidence。
4. OpenSpec 可用后,必须补迁移:将 fallback 资产映射到新的 `openspec/changes/<change-id>/` 并记录迁移证据。

## 8. SOP Skill 化(必须)

SOP 关键阶段必须有可调用技能承载,并保持 checkpoint 与 skill 映射一致:
- kickoff
- execution-sync
- verification
- completion-archive

Comment on lines +147 to +152

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P2 Badge Add review-merge-gate to mandatory SOP checkpoints

The mandatory checkpoint list here omits review-merge-gate, even though this same change requires review/merge audit evidence in docs/governance/Documentation_Management_Model.md and implements that checkpoint in .codex/skills/development-workflow/SKILL.md. If teams/agents follow the SOP as written, they can complete verification -> completion-archive without recording review-request/thread/merge-decision evidence, which breaks the intended governance traceability and can leave CI policy implementations inconsistent.

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Fixed. SOP mandatory checkpoint list now includes review-merge-gate to align with governance model + workflow skill contracts.

  • docs/guides/Documentation_First_Development_SOP.md:150
    Commit: 7a618b6

当前统一技能入口:
- `.codex/skills/documentation-lifecycle-governance/SKILL.md`

若 SOP 与 skill 行为不一致,以规范文档更新 + skill 同步更新为同一任务,禁止只改其一。
4 changes: 3 additions & 1 deletion docs/todos/README.md
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## 5. 与其他文档的关系

- 与 `docs/design/modules/*`:模块细节在模块文档,这里只保留跨模块视角。
- 与 OpenSpec:执行任务拆解在 OpenSpec artifacts,这里只做方向与优先级治理。
- 与 OpenSpec:执行任务拆解在 OpenSpec artifacts,这里只做方向与优先级治理(默认模式)。
- 与 `docs/features/*`:每个治理/特性 change 的状态单一真相源在聚合文档,本目录负责分析与执行清单,不重复维护冲突状态。
- 与 `docs/README.md`:由文档导航统一入口。
- 与 `docs/guides/Documentation_First_Development_SOP.md`:必须遵循“gap 分析 -> TODO -> OpenSpec 执行 -> 回写/归档”的闭环流程。
- 与 `docs/governance/Documentation_Management_Model.md`:目录分层、生命周期和回退协作模式以该模型为准。
- 与 `docs/guides/Design_Reconstruction_SOP.md`:重建场景必须遵循该 SOP,并以追踪矩阵为验收入口。
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schema: spec-driven
created: 2026-02-28
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