Convex Development Reflection Methodology

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Reflection-first methodology for Convex full-stack development. Guides root cause analysis, minimal changes, and application of Convex best practices.

Sby Skills Guide Bot
DevelopmentIntermediate
9/5/2026
Claude CodeCursorCodex
#convex#problem-solving#fullstack#best-practices#change-scope

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Automated summary

A reflection-first problem-solving methodology for full-stack Convex development that enforces root-cause analysis, a 98% confidence threshold, and minimal change scope.

Strengths

  • Forces an explicit reflect → identify → theorize → distill sequence before any code is written, which prevents rushed fixes.
  • Gives concrete Convex rules: direct mutation calls with plain objects, patching without reading first, indexed queries for ownership checks, idempotent mutations, and Promise.all for parallel operations.
  • Clearly fences off what must not change (UI, layout, styles, admin dashboard components) and bans unrequested documentation files.
  • Links out to Convex function/schema docs, WorkOS AuthKit setup, and Vercel web interface guidelines so decisions rest on official sources.

Limitations

  • Compliance depends entirely on prompt-level discipline; no script, linter, or test verifies that the methodology was followed.
  • Tightly coupled to a Convex + WorkOS stack, so the implementation guidance does not transfer to conventional SQL or REST backends.
  • The quick-reference checklist is cut off mid-item and there are no worked code examples, leaving room for interpretation.
When to use it

Use it before implementing or debugging a feature in a Convex application when you want rigorous root-cause analysis and a minimal diff.

When not to use it

Skip it on non-Convex stacks or during fast exploratory prototyping where the reflection overhead is not worth it.

Security analysis

Safe
Quality score78/100

The skill contains only development methodology guidance, best practices for Convex, documentation links, and workflow checklists. It does not instruct any tool execution, file deletion, network calls, secret handling, or obfuscated actions. No meaningful execution risk.

No concerns found

How this analysis is made

Examples

Add a Convex mutation
Add a mutation that lets a user create a new project from our existing form. Reflect on the correct Convex pattern first, keep field names aligned with the schema, and only touch the files strictly needed.
Debug a write conflict
Saving a task edit in our Convex app intermittently throws a write conflict. Before changing anything, analyze the likely root causes and tell me what's actually broken.
Update release notes
Update the changelog page with our latest releases — check git log for the real commit dates and don't invent placeholder months or add any new documentation files.

name: help description: Reflection-first problem solving methodology for Convex development. Use before implementing any solution to ensure proper root cause analysis, 98% code confidence, and minimal change scope.

Core Development Guidelines Skill

Deep reflection and problem-solving methodology for full-stack Convex development.

1. Reflect deeply before acting

Before implementing any solution, follow this process:

  1. Reflect: Carefully consider why the current implementation may not be working
  2. Identify: What's missing, incomplete, or incorrect based on the request
  3. Theorize: Different possible sources of the problem or areas requiring updates
  4. Distill: Narrow down to 1-2 most probable root causes or solutions
  5. Proceed: Only move forward after clear understanding

Never assume. If anything is unclear, ask questions and clarify.

2. Convex implementation guidelines

Core principles

Direct mutation pattern:

  • Use direct mutation calls with plain objects
  • Create dedicated mutation functions that map form fields to database fields
  • Form field names should exactly match database field names when applicable

Best practices:

  • Patch directly without reading first
  • Use indexed queries for ownership checks (not ctx.db.get())
  • Make mutations idempotent with early returns
  • Use timestamp-based ordering for new items
  • Use Promise.all() for parallel independent operations to avoid write conflicts

Essential documentation

Functions:

  • Mutations: https://docs.convex.dev/functions/mutation-functions
  • Queries: https://docs.convex.dev/functions/query-functions
  • Validation: https://docs.convex.dev/functions/validation
  • General: https://docs.convex.dev/functions

Core concepts:

  • Zen of Convex: https://docs.convex.dev/understanding/zen
  • TypeScript best practices: https://docs.convex.dev/understanding/best-practices/typescript
  • Best practices: https://docs.convex.dev/understanding/best-practices/
  • Schema validation: https://docs.convex.dev/database/schemas

Authentication:

  • WorkOS AuthKit: https://workos.com/docs/authkit/vanilla/nodejs
  • WorkOS docs: https://workos.com/docs
  • Convex + WorkOS setup: https://docs.convex.dev/auth/authkit/

3. Change scope and restrictions

What to update

  • Update Convex schema if needed
  • Only update files directly necessary to fix the original request
  • When tasks touch changelog.md, changelog page, or files.md:
    • Run git log --date=short to check commit history
    • Set release dates to match real commit timeline
    • No placeholders or future months

What NOT to change

  • Do not change UI, layout, design, or color styles unless specifically instructed
  • Preserve all admin dashboard sections and frontend components unless explicitly told to update
  • Never remove sections, features, or components unless directly requested

4. UI/UX guidelines

Design system compliance

For pop-ups, alerts, modals, warnings, notifications, and confirmations:

  • Always follow the site's existing design system
  • Never use browser default pop-ups
  • Use site design system components only

Follow Vercel guidelines

https://raw.githubusercontent.com/vercel-labs/web-interface-guidelines/refs/heads/main/AGENTS.md

5. Documentation policy

IMPORTANT: Do NOT create documentation files unless explicitly instructed.

Banned unless requested:

  • README.md
  • CONTRIBUTING.md
  • SUMMARY.md
  • USAGE_GUIDELINES.md

You may include a brief summary in responses, but don't create separate documentation files.

Formatting rules:

  • Never use emojis in readme or app unless instructed

6. Code confidence requirement

98% confidence rule:

Don't write any code until you're very confident (98% or more) in what needs to be done.

If unclear, ask for more information.

Quick reference checklist

Before writing code:

  • [ ] Have I reflected on the root cause?
  • [ ] Do I understand what's actually broken?
  • [ ] Am I 98% confident in the solution?
  • [ ] Am I only changing files that need to change?
  • [ ] Am I preserving existing UI/features not mentioned?
  • [ ] Am I using the site's design system (not browser defaults)?
  • [ ] Am I following Convex mutation best practices?
  • [ ] Have I checked the relevant docs?

When uncertain:

  • [ ] Ask clarifying questions
  • [ ] Don't assume
  • [ ] Reference documentation
  • [ ] Narrow down to 1-2 most likely solutions

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Claude Code
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Cursor
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Codex
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