portfolio-lineage

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Track source lineage, detect changes in input documents and URLs, and cascade refresh through the feature-proposition-solution chain. Use whenever the user mentions "lineage", "source lineage", "what sources", "what changed", "refresh stale", "source registry", "check sources", "which documents fed", "trace back to source", "show dependencies", "what's affected by", "stale sources", "source drift", "cascade refresh", "where did this come from", "re-upload", or wants to understand or act on the relationship between input sources and portfolio entities.

cogni-work By cogni-work schedule Updated 4/29/2026
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name: portfolio-lineage description: | Track source lineage, detect changes in input documents and URLs, and cascade refresh through the feature-proposition-solution chain. Use whenever the user mentions "lineage", "source lineage", "what sources", "what changed", "refresh stale", "source registry", "check sources", "which documents fed", "trace back to source", "show dependencies", "what's affected by", "stale sources", "source drift", "cascade refresh", "where did this come from", "re-upload", or wants to understand or act on the relationship between input sources and portfolio entities. allowed-tools: Read, Write, Edit, Glob, Grep, Bash, Skill

Source Lineage

Track input sources, detect changes, and guide refresh cascades through the portfolio entity chain.

Core Concept

Plugin root resolution. Bash invocations below resolve the plugin root inline as ${CLAUDE_PLUGIN_ROOT:-$(ls -td "$HOME"/.claude/plugins/cache/insight-wave/cogni-portfolio/*/ | head -1)} — the first call works whether or not the harness injects $CLAUDE_PLUGIN_ROOT. Keep the inline form in every call; do not strip it.

Portfolio entities (features, propositions, solutions) are derived from input sources — uploaded documents, web research URLs, and TIPS enrichment. When those sources change (a document is re-uploaded, a URL's content changes), downstream entities become stale. This skill manages the full lineage lifecycle:

  1. Register sources with fingerprints during ingestion
  2. Detect when sources have changed
  3. Trace which entities came from which sources
  4. Cascade staleness through the dependency chain
  5. Guide the user through a refresh in the correct order

The source registry (source-registry.json) is the central manifest. It tracks every input source, its SHA-256 fingerprint, and which entities it created. The portfolio-ingest skill creates registry entries automatically; this skill manages the registry lifecycle afterward.

Prerequisites

  • An active cogni-portfolio project (portfolio.json must exist)
  • For full lineage tracking: a source-registry.json (created automatically by portfolio-ingest or via the status mode of this skill)

Workflow Modes

Detect the user's intent and route to the appropriate mode. If ambiguous, start with Status to orient.

Mode 1: Status

Triggers: "lineage status", "source status", "show sources", "lineage overview"

  1. Find the active project (same discovery as portfolio-resume).

  2. Run the source-registry script:

    bash "${CLAUDE_PLUGIN_ROOT:-$(ls -td "$HOME"/.claude/plugins/cache/insight-wave/cogni-portfolio/*/ | head -1)}/scripts/source-registry.sh" "<project-dir>" status

  3. If no registry exists, offer to create one:

    • Run bash "${CLAUDE_PLUGIN_ROOT:-$(ls -td "$HOME"/.claude/plugins/cache/insight-wave/cogni-portfolio/*/ | head -1)}/scripts/source-registry.sh" "<project-dir>" init
    • Then scan for existing source_file fields on entities and offer to backfill registry entries from them

  4. Present a summary table:

    Metric Value
    Document sources N
    URL sources N
    Stale sources N
    Tracked entities N / total
    Untracked entities N

  5. If untracked entities exist (entities with no source_refs and no registry link), list them and offer to backfill by scanning source_file fields.

  6. If stale sources exist, recommend running Check mode or Refresh mode.

Mode 2: Check

Triggers: "check sources", "what changed", "detect drift", "source check"

  1. Find the active project and verify registry exists.

  2. Run document check:

    bash "${CLAUDE_PLUGIN_ROOT:-$(ls -td "$HOME"/.claude/plugins/cache/insight-wave/cogni-portfolio/*/ | head -1)}/scripts/source-registry.sh" "<project-dir>" check-docs

  3. Present findings in three groups:

    Changed documents (re-uploaded with different content):

    Document Entities Affected Context Entries
    pricing-2026.pdf features/cloud-monitoring, products/cloud-platform pricing-2026--001, pricing-2026--002

    New uploads (never ingested):

    • List filenames, recommend running portfolio-ingest

    Missing sources (registered but file not found):

    • List filenames and source IDs

  4. For changed documents: ask the user whether to:

    • Mark as stale — update the registry entry status to stale and flag all linked entities with lineage_status
    • Re-ingest — recommend running portfolio-ingest to re-process the changed documents
    • Ignore — the document was replaced intentionally and entities are still valid

  5. For URL source checking (only when user explicitly requests):

    • Ask for confirmation before making network requests
    • For each URL source in the registry, fetch the URL and compare content hash
    • Report changed, unreachable, and unchanged URLs
    • Recommend running portfolio-verify for changed URLs

  6. Blueprint drift check: For each product with a delivery_blueprint, compare blueprint_version against blueprint_version on all solutions that reference it via blueprint_ref. Report drifted solutions:

    Blueprint drift (solutions generated from an older blueprint version):

    Product Blueprint v Drifted Solutions
    cloud-platform 3 cloud-monitoring--mid-market (v1), sovereign-cloud--energy-de (v2)

    Recommend selective regeneration via the solutions skill. Blueprint drift is a distinct staleness path from document changes — it means the delivery pattern was updated but affected solutions weren't regenerated.

Mode 3: Trace

Triggers: "trace {entity}", "where did X come from", "what sources feed X", "lineage of X"

  1. Identify the entity the user wants to trace (by slug or name).
  2. Look up the entity's source_refs field. If absent, fall back to source_file and match against registry entries by filename.
  3. For each source found, read the registry entry and show:
    • Source type (document/URL), filename or URL, ingestion date, status
    • Other entities created from the same source
    • Context entries from the same source
  4. Walk upstream: what inputs created this entity?
    • For propositions: trace to the parent feature and market, and their sources
    • For solutions: trace to the parent proposition, then to feature/market/sources
  5. Walk downstream: what depends on this entity?
    • For features: list all propositions using this feature
    • For propositions: list the solution, competitor analysis, and any packages including it
  6. Present as a dependency tree:
    Source: pricing-strategy-2025.pdf (doc--pricing-strategy-2025, current)
+-- features/cloud-monitoring
|   +-- propositions/cloud-monitoring--mid-market-saas-dach
|   |   +-- solutions/cloud-monitoring--mid-market-saas-dach
|   |   +-- competitors/cloud-monitoring--mid-market-saas-dach
|   +-- propositions/cloud-monitoring--enterprise-dach
+-- context/pricing-strategy-2025--001
+-- context/pricing-strategy-2025--002

Mode 4: Impact

Triggers: "what's affected by X", "impact of changing X", "blast radius", "if I update X"

  1. Identify the source (by filename, URL, or source_id).
  2. Look up the registry entry and collect all directly linked entities.
  3. Run the staleness cascade:
    bash "${CLAUDE_PLUGIN_ROOT:-$(ls -td "$HOME"/.claude/plugins/cache/insight-wave/cogni-portfolio/*/ | head -1)}/scripts/source-registry.sh" "<project-dir>" staleness
  4. Filter to only entities affected by the specified source.
  5. Present as a cascade summary:
    • Direct impact: N features, N products, N markets
    • Cascade to propositions: N propositions (list the first few)
    • Cascade to solutions: N solutions
    • Cascade to packages: N packages (if any include affected solutions)
    • Context entries: N entries may need review
  6. Show total blast radius count and offer to proceed with Refresh mode.

Mode 5: Refresh

Triggers: "refresh stale", "cascade refresh", "fix stale entities", "update from sources"

  1. Find all stale entities by running:

    bash "${CLAUDE_PLUGIN_ROOT:-$(ls -td "$HOME"/.claude/plugins/cache/insight-wave/cogni-portfolio/*/ | head -1)}/scripts/source-registry.sh" "<project-dir>" staleness

  2. If no stale entities, report "All entities are current" and exit.

  3. Group stale entities by refresh layer (dependency order):

    Layer 1 — Features (must refresh first, as propositions depend on them):

    • List stale features with their staleness reason
    • Recommend: "Run the features skill to review and update these N features"

    Layer 2 — Propositions (refresh after features are current):

    • List stale propositions
    • Recommend: "Run the propositions skill to regenerate messaging for these N pairs"

    Layer 3 — Solutions (refresh after propositions are current):

    • List stale solutions (from source changes AND blueprint drift)
    • For blueprint-drifted solutions, note the version gap: "Generated from blueprint v1, current is v3"
    • Recommend: "Run the solutions skill to update pricing and implementation plans"

  4. Ask whether to re-ingest first: if the staleness was caused by a changed document, recommend running portfolio-ingest before refreshing entities, so the new document content informs the refresh.

  5. After the user completes each layer (by running the appropriate skill), offer to:

    • Clear lineage_status on refreshed entities (remove the field from their JSON)
    • Update the source registry (set changed source status back to current with new fingerprint)
    • Check if more layers need refresh

  6. After all layers are refreshed, confirm: "All N entities have been refreshed. Source registry is current."

Registry Backfill

When a project has existing entities with source_file fields but no source-registry.json, this skill can reconstruct the registry:

  1. Scan all entity JSON files in products/, features/, markets/ for source_file fields
  2. Scan all context entries for source_file fields
  3. For each unique filename found:
    • Check if the file exists in uploads/processed/ — if so, compute its hash
    • Create a registry entry linking the file to all entities that reference it
  4. Write source-registry.json with all discovered sources
  5. Optionally write source_refs arrays on entities (ask user first)

Integration Points

  • portfolio-ingest: Creates registry entries after ingestion (Step 8b). Detects re-uploaded documents by comparing hashes.
  • portfolio-resume: Displays source lineage status in the status table. Surfaces drift warnings before stale entity warnings.
  • portfolio-verify: Checks URL source freshness before running claim verification.
  • propositions: Registers evidence URLs in the registry. Warns when evidence URLs are stale.
  • project-status.sh: Includes source_lineage in health-check output.

Language

Read portfolio.json in the project root. If a language field is present, communicate with the user in that language (status messages, instructions, recommendations, questions). Technical terms, skill names, and CLI commands remain in English. If no language field is present, default to English.

Install via CLI
npx skills add https://github.com/cogni-work/insight-wave --skill portfolio-lineage
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