davekilleen/dex/tech-debt

Technical debt review

When to use

Use this skill when a component, project, or portfolio needs a defensible technical- debt inventory, duplicate cleanup, cost-of-delay comparison, or security-risk review.

Do not use it to modify code, close tickets, set a sprint commitment, or certify a security issue as safe. Not for calling ordinary feature requests or unsupported complaints technical debt without linked evidence.

Inputs and source discipline

Set the review scope and as-of date/time. Search code, configuration, tests, build logs, incident reviews, operational measurements, issue discussions, and dated notes. For every candidate capture a source, source date, as-of date/time, stable locator (path/line, commit, ticket, or record), and any freshness or access limitation. Linked code and operational evidence should identify the underlying problem, not just repeat a label such as "refactor later".

Keep first-seen provenance separate from current discovery. A dated source can support first-seen; an undated mention cannot establish age. Record first-seen: unknown when no dated evidence exists rather than guessing an age or inventing an aging bucket.

Method

1. Gather candidates read-only and normalize each into one underlying debt item:

affected component, debt mechanism, observable consequence, evidence links, and current scope. Keep a candidate if evidence is incomplete, but mark the gap.

1. Deduplicate by underlying problem, not by similar words. Merge only when the

linked evidence supports the same failure mode or constraint; preserve every source link, alternate wording, and contradictory observation in the merged record.

1. Verify the evidence and first-seen date. Check whether code paths, runbooks,

incidents, or operational symptoms still exist; mark stale evidence rather than deleting it. A first-seen date is not the date the debt began.

1. Assess each item separately for impact, effort, confidence, and **cost

of delay**. State the basis and unit for any estimate. Impact may cover reliability, delivery friction, user harm, or security; effort needs an explicit basis; confidence describes evidence quality; cost of delay describes what is likely lost by waiting. Use unknown where the evidence cannot support a rating.

1. Check for security signals such as confidentiality, integrity, availability,

authentication, authorization, or compliance exposure. A potential security issue needs security escalation through the approved human security path, with evidence, current status, and owner or TBD; do not bury it in a normal debt queue or invent severity.

1. Group items into decision options and recommendations for human review. A

recommendation is not a human decision; do not promise prioritization, money, staffing, or delivery dates without authority and evidence.

Truth and uncertainty rules

Label each item and rating as observed, inferred, unknown, stale, or contradictory as appropriate. An observed code path or incident is not proof of impact magnitude; an inferred risk is not a vulnerability finding. Preserve conflicting code and operational signals and state what additional evidence would resolve them.

Never invent dates, metrics, owners, intent, money, percentages, causes, status, or evidence. Do not use a first-seen date to claim the debt's true age, and do not turn a missing estimate into zero effort or low impact.

Output contract

Return an inventory with one stable item per underlying problem and, for each item:

• summary, component, scope, and linked code or operational evidence;
• all source citations with source date, as-of date/time, freshness, and first-seen

date or unknown;

• duplicate group and the evidence for merging or keeping items separate;
• impact, effort, confidence, and cost of delay with basis and unknowns;
• security signal, escalation path/status, and owner or TBD when relevant;
• observed, inferred, stale, unknowns, and contradictions kept distinct; and
• recommendation, sequencing option, and explicit statement that it is not a human

decision.

Safety and write boundaries

The default is read-only. Do not edit code, create or close tickets, change security records, alter priorities, or notify an owner from this skill alone. For any requested write or escalation, preview the exact destination, content, and recipients; obtain explicit confirmation from the human authority; then perform only that confirmed action. Preserve source links and raw evidence when deduplicating.

Verification and recovery

Read back the inventory after a confirmed write and reconcile item count, duplicate groups, evidence links, first-seen fields, ratings, security flags, and source dates with the read-only extract. Re-check that stale or contradictory evidence was not silently removed and that no recommendation became status.

If a source link, read, write, or reconciliation check fails, stop and report the failed check and affected item. Do not retry blindly, delete a candidate, or merge records to hide the failure. Re-read the source and destination; recover with an append-only correction or human-confirmed update, retaining the previous evidence and marking the unresolved field unknown.