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Zhongwei Li
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# Document Metadata Schema
All documents in the docs/ directory must include YAML frontmatter with the following structure.
## Required Fields
### title
- **Type**: String
- **Description**: Human-readable document title
- **Example**: `"OAuth2 Migration Specification"`
### category
- **Type**: String (enum)
- **Description**: Document category, must match the directory it's in
- **Valid values**:
- `ai_docs` - Reference materials for Claude Code
- `specs` - Feature and migration specifications
- `analysis` - Investigation outputs
- `plans` - Implementation plans
- `templates` - Reusable templates
- `archive` - Historical documents (auto-set on archiving)
- **Example**: `specs`
### status
- **Type**: String (enum)
- **Description**: Current lifecycle status of the document
- **Valid values**:
- `draft` - Document is being created
- `active` - Document is current and relevant
- `complete` - Work is done, kept for reference
- `archived` - Document has been archived
- **Example**: `active`
- **Lifecycle**: draft → active → complete → archived
### created
- **Type**: Date (YYYY-MM-DD)
- **Description**: Date the document was created
- **Example**: `2024-11-16`
### last_updated
- **Type**: Date (YYYY-MM-DD)
- **Description**: Date the document was last modified
- **Example**: `2024-11-16`
- **Note**: Should be updated whenever significant changes are made
## Optional Fields
### tags
- **Type**: List of strings
- **Description**: Keywords for categorization and search
- **Example**: `[auth, oauth2, security, migration]`
- **Best practice**: Use consistent tags across related documents
### archivable_after
- **Type**: Date (YYYY-MM-DD)
- **Description**: Explicit date after which the document can be auto-archived
- **Example**: `2025-02-16`
- **Note**: Overrides category-based archiving rules when set
### archived_date
- **Type**: Date (YYYY-MM-DD)
- **Description**: Date the document was archived (auto-set by archiving script)
- **Example**: `2024-12-01`
### archive_reason
- **Type**: String
- **Description**: Reason for archiving (auto-set by archiving script)
- **Example**: `"90 days old (threshold: 90)"`
### author
- **Type**: String
- **Description**: Document author or owner
- **Example**: `"Simon Lamb"`
### related_docs
- **Type**: List of strings (file paths)
- **Description**: Links to related documents
- **Example**: `["specs/auth-system/oauth2-spec.md", "plans/oauth2-rollout.md"]`
## Complete Example
```yaml
---
title: OAuth2 Migration Specification
category: specs
status: active
created: 2024-11-16
last_updated: 2024-11-16
tags: [auth, oauth2, security, migration]
author: Simon Lamb
related_docs:
- analysis/auth-system-audit.md
- plans/oauth2-implementation-plan.md
---
```
## Validation
Documents are validated using `scripts/validate_doc_metadata.py`. Run this before committing to ensure all metadata is correct.
## Metadata Updates
### When Creating a New Document
1. Copy from `assets/doc_template.md`
2. Fill in all required fields
3. Set status to `draft`
4. Set created and last_updated to current date
### When Updating a Document
1. Update `last_updated` to current date
2. Update `status` if lifecycle stage changes
3. Add relevant `tags` if needed
### When Completing Work
1. Set `status` to `complete`
2. Update `last_updated` to current date
3. Optionally set `archivable_after` if auto-archiving should be deferred
## Best Practices
1. **Consistent Tags**: Use a common vocabulary of tags across documents
2. **Accurate Status**: Keep status up to date as work progresses
3. **Related Docs**: Link to related documents for context and discoverability
4. **Regular Updates**: Update `last_updated` whenever making significant changes
5. **Descriptive Titles**: Use clear, specific titles that describe the content