PKM SDLC Note Templates

Building a system for Claude Code to create and maintain software requirement/spec/test-case notes with V-model traceability — frontmatter-linked documents that form a live RTM when queried via zk.

Current Focus

Design phase complete. Next: extend frontmatter schema, create 4 core document templates, build update-sdlc skill.

Open Tasks

• Extend skill-config.yaml: add level, verified_by, verifies, status fields to SDLC doc type
• Create template: Business Requirement (BR)
• Create template: Functional Requirement (FR)
• Create template: Technical Specification (TS)
• Create template: Test Case (TC)
• Build update-sdlc skill (separate from update-status) for:
  • Creating new SDLC notes with correct frontmatter and auto-linking
  • Generating RTM/V-model maps on demand via zk queries
• Init .zk/ notebook in first project directory
• Test gap-analysis query: requirements without linked test cases

Key Decisions / Insights

• Effort notes and SDLC documents serve fundamentally different purposes — don’t merge the formats
• V-model traceability lives in frontmatter — zk queries replace a manually-maintained RTM spreadsheet
• update-sdlc skill must be separate from update-status — different triggers, different outputs

People

None yet.

Progress Log

2026-05-14

Follow-up conversation on AI-native SD note-taking confirmed the three document category model: Knowledge (evergreen, compounds), Process artifacts (relational — V-model/RTM, value is in links not content alone), Time-anchored (requirements versioned — decay when superseded). Key insight reinforced: V-model and RTM are not documents to maintain — they are relationship maps. RTM is a flattened view of frontmatter links; generate on demand via zk. The update-sdlc skill should handle both creation (with auto-linking) and map generation. Folder structure for projects: efforts/on/project-slug/ with subdirs requirements/, specs/, domain/, api/, data/, tests/, maps/. LaTeX decision settled: stay with .md throughout; use LaTeX math syntax inside markdown only where equations are needed.

2026-05-13

Designed in conversation “Note Taking - For AI Native SD”. Confirmed effort notes stay as lifecycle trackers (current focus, open tasks, progress log) — no changes to existing format. New SDLC document templates need four additional frontmatter fields: level (BR/FR/TS/TC), verified_by (link to test case), verifies (link to requirement), status (draft/approved/implemented/verified). The update-sdlc skill will use zk queries to surface the V-model as a live view rather than a static document.