SourceMonitor Rename Master Checklist

Use this to convert the engine, gem, and docs from source_monitor / SourceMonitor to source_monitor / SourceMonitor (gem to be published as source_monitor, module namespace SourceMonitor, tables prefixed sourcemon_). Update this file as you discover additional touch points.

Repository & Packaging

• Rename source_monitor.gemspec ➜ source_monitor.gemspec; update spec.name, version require, metadata URLs (new GitHub slug dchuk/source_monitor, docs, changelog), summary/description, and release comments.
• Update Gemfile, Gemfile.lock, test/dummy/Gemfile.lock, and any gem "source_monitor" references (examples) to use source_monitor; regenerate locks.
• Move lib/source_monitor/version.rb ➜ lib/source_monitor/version.rb and change the module namespace to SourceMonitor.
• Ensure release scripts and packaging (pkg/source_monitor-*.gem, bin/release, lib/source_monitor/release/*) reflect the new gem/repo name.
• Update docs/AGENTS and docs/gh-cli-workflow.md to reference github.com/dchuk/source_monitor.

Ruby Namespace & Entry Points

• Replace every SourceMonitor constant with SourceMonitor across lib/, app/, test/, examples/, and test/dummy/.
• Update lib/source_monitor.rb ➜ lib/source_monitor.rb, requiring the new version file and adjusting singleton helpers.
• Adjust bin/rails, bin/*, and any scripts referencing lib/source_monitor/engine to the new path.
• Confirm SourceMonitor::Engine.table_name_prefix supplies the new sourcemon_ prefix.

Directory & File Renames

• Rename every directory/file containing source_monitor to source_monitor (controllers, models, jobs, helpers, views, assets, lib modules, tests, generators, examples, dummy app, VCR cassettes).
• Update asset paths: app/assets/config/source_monitor_manifest.js, stylesheets, javascripts, images, svgs, builds, etc., to source_monitor.
• Generator templates: lib/generators/source_monitor/** ➜ source_monitor/**, template names (source_monitor.rb.tt) and targets (config/initializers/source_monitor.rb).

Database Schema & Migrations

• Rename migration classes/files from SourceMonitor to SourceMonitor; update table names (source_monitor_sources ➜ sourcemon_sources, etc.) throughout migrations.
• Add safe migrations that rename existing tables/indexes (rename_table :source_monitor_sources, :sourcemon_sources) so live installs migrate cleanly.
• Update models’ self.table_name, schema dumps (test/dummy/db/schema.rb), SQL snippets, and seeds to sourcemon_*.
• Adjust recurring schedule keys (test/dummy/config/recurring.yml) and Solid Queue references to the new prefix.

Jobs, Queues, Instrumentation

• Change default queue names/helpers from source_monitor_fetch / source_monitor_scrape to source_monitor_fetch / source_monitor_scrape (README, AGENTS, docs, configuration code, tests).
• Update Solid Queue configs (examples/advanced_host/files/config/solid_queue.yml) and worker docs.
• Rename ActiveSupport notification namespaces (source_monitor.fetch.*, source_monitor.scheduler.run, etc.) plus any subscribers/docs referencing them.
• Update recurring job identifiers, SIMPLECOV_COMMAND_NAME, and instrumentation strings using the old name.

Assets & Front-End

• Adjust Tailwind/ESBuild scripts (package.json, package-lock, config/tailwind.config.js) to point at source_monitor asset directories.
• Rename helper methods (source_monitor_stylesheet_bundle_tag, etc.) and their tests to source_monitor_*.
• Ensure DOM IDs/data attributes and Stimulus controllers referencing the old name are updated.

Configuration, Generators & Initializers

• Update installer commands (rails source_monitor:install, SourceMonitor.configure) in README, docs, .ai references, and generator templates.
• Change initializer filenames (config/initializers/source_monitor.rb) in code samples, docs, and tests.
• Adjust mount paths and route helpers (source_monitor.sources_path, mount SourceMonitor::Engine => "/source_monitor") across controllers, views, and system tests.

Scripts, Env Vars & Tooling

• Rename Rake namespaces/tasks (namespace :source_monitor) to source_monitor.
• Update scripts (bin/test-coverage, bin/release, test/support/host_app_harness.rb, test/integration/release_packaging_test.rb) plus env vars (SOURCE_MONITOR_TEST_WORKERS, SOURCE_MONITOR_GEM_PATH, etc.) to SOURCE_MONITOR_*.
• Modify CI workflow env names and DB names (source_monitor_test ➜ sourcemon_test) in .github/workflows/ci.yml and docker/example configs.
• Refresh .env samples, config/application.yml.sample, and docs referencing config/source_monitor.yml.

Tests & Fixtures

• Rename test modules/directories under test/**/source_monitor to source_monitor; update assertions referencing route helpers, queue names, metric names, etc.
• Move VCR cassette folders (test/vcr_cassettes/source_monitor/**) and update references in tests.
• Update dummy host files (test/dummy/app/**, initializers, routes, bin/dev/jobs) to the new name.

Documentation & Guides

• Rebrand all markdown/docs (README.md, CHANGELOG.md, CONTRIBUTING.md, docs/*.md, AGENTS.md, .ai/*.md) to SourceMonitor, including command snippets, route paths, queue names, notification namespaces, and environment variable names.
• Update GitHub badges/links to the new repo (dchuk/source_monitor).

Example Apps & Templates

• Rename example template outputs (source_monitor_basic ➜ source_monitor_basic, etc.) and update template commands/mount paths/instrumentation docs.
• Update docker example env vars, compose files, and docs to the new naming.

External References & Release Process

• Change gemspec metadata URIs to the new GitHub repo once renamed.
• Update release checklist in CHANGELOG.md (commands, gem names, push targets) and any automation referencing the old name.
• Plan the RubyGems release under source_monitor and remove references to the old gem in docs once the rename is complete.
• After all renames, rebuild assets, regenerate lockfiles, rerun coverage baselines, and create follow-up migrations/tags before publishing source_monitor 0.1.0.

Keep this checklist as the single source of truth while executing the SourceMonitor rebrand.