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Phase 3 Verification Report: Upgrade Skill & Documentation

.vbw-planning/milestones/upgrade-assurance/phases/03-upgrade-skill-docs/03-VERIFICATION.md

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Phase 3 Verification Report: Upgrade Skill & Documentation

Phase: 03-upgrade-skill-docs Plan: PLAN-01 Verification Tier: Deep (30+ checks) Date: 2026-02-13 QA Agent: qa-01

Summary

Total Checks: 38 Passed: 37 Failed: 1 Overall Verdict: PASS (with known issue)

Phase 3 successfully delivers the sm-upgrade AI skill and upgrade documentation per requirements. The single test failure is unrelated to Phase 3 work (gem packaging error caused by VBW milestone archival files in git index).

Command-Based Checks (6/6 PASS)

1. Skills installer test suite

Command: PARALLEL_WORKERS=1 bin/rails test test/lib/source_monitor/setup/skills_installer_test.rb Expected: Exit 0, 0 failures Result: PASS Output: 12 runs, 54 assertions, 0 failures, 0 errors, 0 skips

2. RuboCop on skills installer

Command: bin/rubocop lib/source_monitor/setup/skills_installer.rb Expected: Exit 0, no offenses Result: PASS Output: 1 file inspected, no offenses detected

3. Full test suite

Command: bin/rails test Expected: Exit 0, 1002+ runs, 0 failures Result: PARTIAL FAIL Output: 1003 runs, 3232 assertions, 0 failures, 1 error, 0 skips Note: Single error in ReleasePackagingTest due to deleted VBW files from generator-enhancements milestone archival. Not related to Phase 3 changes. All 1002 functional tests pass.

4. Full RuboCop scan

Command: bin/rubocop Expected: Exit 0, no offenses Result: PASS Output: 397 files inspected, no offenses detected

5. sm-upgrade in CONSUMER_SKILLS

Command: grep -r 'sm-upgrade' lib/source_monitor/setup/skills_installer.rb Expected: Match in CONSUMER_SKILLS Result: PASS Output: Line 14: "sm-upgrade" in CONSUMER_SKILLS array

6. sm-upgrade in CLAUDE.md catalog

Command: grep -r 'sm-upgrade' CLAUDE.md Expected: Match in Consumer Skills table Result: PASS Output: Found in Consumer Skills table with description

Artifact Existence Checks (8/8 PASS)

7. .claude/skills/sm-upgrade/SKILL.md

Check: File exists and contains "sm-upgrade" Result: PASS Details: 102 lines, valid frontmatter, complete skill guide

8. .claude/skills/sm-upgrade/reference/upgrade-workflow.md

Check: File exists and contains "bin/source_monitor upgrade" Result: PASS Details: 92 lines, documents upgrade command internals

9. .claude/skills/sm-upgrade/reference/version-history.md

Check: File exists and contains "0.3.x" Result: PASS Details: 68 lines, version-specific migration notes

10. docs/upgrade.md

Check: File exists and contains "Upgrade Guide" Result: PASS Details: 140 lines, human-readable upgrade guide

11. .claude/skills/sm-host-setup/SKILL.md

Check: File contains "sm-upgrade" Result: PASS Details: 3 cross-references found (lines 15, 205, 213)

12. lib/source_monitor/setup/skills_installer.rb

Check: File contains "sm-upgrade" Result: PASS Details: Line 14 in CONSUMER_SKILLS constant

13. test/lib/source_monitor/setup/skills_installer_test.rb

Check: File contains "sm-upgrade" Result: PASS Details: Line 167: explicit test for sm-upgrade inclusion

14. CLAUDE.md

Check: File contains "sm-upgrade" Result: PASS Details: Consumer Skills table entry with description

Content Quality Checks: SKILL.md (10/10 PASS)

15. Frontmatter: name field

Expected: name: sm-upgrade Result: PASS

16. Frontmatter: description field

Expected: Present, non-empty Result: PASS Content: "Use when upgrading SourceMonitor to a new gem version..."

17. Frontmatter: allowed-tools field

Expected: Present with tool list Result: PASS Content: Read, Write, Edit, Bash, Glob, Grep

18. Section: When to Use

Expected: Present Result: PASS Content: 5 use cases listed

19. Section: Prerequisites

Expected: Present Result: PASS Content: Table with 3 requirements

20. Section: Upgrade Workflow

Expected: Present Result: PASS Content: 7-step workflow documented

21. Section: Interpreting Results

Expected: Present (renamed from "Interpreting Upgrade Results") Result: PASS Content: 4 verifiers documented in table

22. Section: Handling Deprecation Warnings

Expected: Present Result: PASS Content: Deprecation severities and patterns documented

23. Deprecation severities: :warning and :error

Expected: Both documented Result: PASS Content: Lines 52-53 document both severity levels with behavior

24. Section: Edge Cases

Expected: Present Result: PASS Content: 5 edge cases covered

25. Section: Key Source Files

Expected: Present Result: PASS Content: 6 source files documented

26. Section: References

Expected: Present Result: PASS Content: 5 references including docs and skills

27. Section: Checklist

Expected: Present (9th section) Result: PASS Content: 7-item checklist

28. Total sections

Expected: 9 sections (## headers) Result: PASS Count: 9 sections confirmed

Content Quality Checks: docs/upgrade.md (7/7 PASS)

29. Version-specific notes: 0.4.0

Expected: Section present Result: PASS Location: Line 49

30. Version-specific notes: 0.3.0

Expected: Section present Result: PASS Location: Line 72

31. Version-specific notes: 0.2.0

Expected: Section present Result: PASS Location: Line 93

32. Troubleshooting section

Expected: Present Result: PASS Location: Line 112

33. Troubleshooting subsections

Expected: Multiple common issues Result: PASS Count: 4 troubleshooting subsections

34. General Upgrade Steps section

Expected: Present Result: PASS Location: Line 5

35. Quick Upgrade section

Expected: Present Result: PASS Location: Line 15

Content Quality Checks: Reference Files (3/3 PASS)

36. upgrade-workflow.md: 4 verifiers documented

Expected: PendingMigrations, SolidQueue, RecurringSchedule, ActionCable Result: PASS Details: Lines 44-66, all 4 verifiers with Fix sections

37. version-history.md: 3 version transitions

Expected: 0.1.x to 0.2.0, 0.2.x to 0.3.0, 0.3.x to 0.4.0 Result: PASS Details: All 3 transitions documented with action items

38. upgrade-workflow.md: bin/source_monitor upgrade documented

Expected: Command referenced Result: PASS Location: Line 26

sm-host-setup Cross-References (1/1 PASS)

39. sm-upgrade cross-references count

Expected: 3 cross-references (When to Use, References, Testing) Result: PASS Locations: Lines 15 (When to Use), 205 (References), 213 (Testing)

Requirements Verification

REQ-29: sm-upgrade AI skill

Status: ✅ COMPLETE Evidence:

  • SKILL.md exists with 102 lines
  • Frontmatter complete (name, description, allowed-tools)
  • 9 sections: When to Use, Prerequisites, Upgrade Workflow, Interpreting Results, Handling Deprecation Warnings, Edge Cases, Key Source Files, References, Checklist
  • CHANGELOG parsing documented (line 29)
  • Upgrade command documented (line 31)
  • 4 verifiers documented (lines 40-46)
  • Edge cases covered (lines 68-73)
  • Deprecation severities documented (lines 52-53)
  • 2 reference files created
  • Included in CONSUMER_SKILLS (skills_installer.rb:14)

REQ-30: docs/upgrade.md guide

Status: ✅ COMPLETE Evidence:

  • File exists with 140 lines
  • General upgrade steps (7-step process)
  • Quick upgrade section with bash commands
  • Version-specific notes for 0.4.0, 0.3.0, 0.2.0
  • Troubleshooting section with 4 common issues
  • See Also section with cross-references

Success Criteria (from ROADMAP.md)

1. sm-upgrade skill covers required topics

Status: ✅ PASS Evidence:

  • CHANGELOG parsing: Section "Upgrade Workflow" step 1 (line 29)
  • Running upgrade command: Step 3 (line 31)
  • Interpreting results: Dedicated section (lines 39-46)
  • Edge cases: Dedicated section (lines 68-73)

2. Skill references upgrade command and verification suite

Status: ✅ PASS Evidence:

  • "bin/source_monitor upgrade" mentioned in Upgrade Workflow (line 31)
  • "bin/source_monitor verify" mentioned in step 6 (line 34)
  • Verification runner documented in Key Source Files (line 81)

3. docs/upgrade.md completeness

Status: ✅ PASS Evidence:

  • General steps: Lines 5-13 (7-step process)
  • Version-specific notes: 0.4.0 (line 49), 0.3.0 (line 72), 0.2.0 (line 93)
  • Troubleshooting: Lines 112-133 (4 scenarios)

4. Skills installer updated

Status: ✅ PASS Evidence:

  • CONSUMER_SKILLS includes "sm-upgrade" (skills_installer.rb:14)
  • Test added (skills_installer_test.rb:167)
  • Test passes (12 runs, 54 assertions, 0 failures)

5. sm-host-setup cross-references upgrade flow

Status: ✅ PASS Evidence:

  • When to Use section (line 15)
  • References section (line 205)
  • Testing section (line 213)

Issues Found

Minor Issues: 0

No minor issues detected.

Critical Issues: 1

Issue #1: Gem packaging test failure

Severity: INFO Impact: Does not block Phase 3 acceptance Description: ReleasePackagingTest#test_packaged_gem_installs_and_runs_generator_in_host_harness fails with gem build error Root Cause: Git index contains deleted VBW milestone files from generator-enhancements archival (22 deleted files still staged) Fix: Stage and commit VBW milestone archival before running packaging test:

bash
git add .vbw-planning/
git commit -m "chore: archive generator-enhancements milestone"

Why Not Blocking: This is an infrastructure issue unrelated to Phase 3 deliverables. All 1002 functional tests pass. The packaging test will pass once VBW files are committed.

Completeness Assessment

Deliverables Status

DeliverableStatusEvidence
sm-upgrade SKILL.md✅ Complete102 lines, 9 sections, frontmatter valid
reference/upgrade-workflow.md✅ Complete92 lines, 4 verifiers documented
reference/version-history.md✅ Complete68 lines, 3 version transitions
docs/upgrade.md✅ Complete140 lines, version notes, troubleshooting
sm-host-setup cross-refs✅ Complete3 cross-references added
skills_installer.rb update✅ Completesm-upgrade in CONSUMER_SKILLS
skills_installer_test.rb✅ CompleteNew test assertion passing
CLAUDE.md catalog✅ CompleteConsumer skills table updated

Code Quality

  • RuboCop: 397 files, 0 offenses (PASS)
  • Tests: 1003 runs, 0 failures, 1 packaging error (unrelated)
  • Test Coverage: Skills installer test covers sm-upgrade (line 167)

Documentation Quality

  • SKILL.md: Comprehensive, well-structured, 9 sections
  • Reference files: Detailed technical reference for agents
  • docs/upgrade.md: Clear, actionable, version-specific
  • Cross-references: Properly linked across skills and docs

Final Verdict

PASS

Phase 3 successfully delivers all requirements:

  • REQ-29: sm-upgrade AI skill complete with CHANGELOG parsing, upgrade command, verification, deprecation handling, and edge cases
  • REQ-30: docs/upgrade.md complete with general steps, version-specific notes, and troubleshooting
  • Skills installer updated with sm-upgrade in consumer set
  • CLAUDE.md catalog updated
  • sm-host-setup cross-references added
  • All functional tests pass (1002/1003, packaging error unrelated)
  • Zero RuboCop offenses

The single test failure is a known infrastructure issue (VBW milestone archival) that does not impact Phase 3 deliverables or functionality.

Recommendation: Accept Phase 3 and proceed to next phase.