docs/00-meta/DOCUMENTATION_CONSOLIDATION_PLAN.md

# Documentation Consolidation Plan

**Last Updated:** 2026-03-02  
**Purpose:** Review, consolidate, and prune markdown docs. Single reference for what to keep, merge, or archive.

**Related:** [ARCHIVE_CANDIDATES.md](ARCHIVE_CANDIDATES.md) | [archive/00-meta-pruned/README.md](../archive/00-meta-pruned/README.md). (Dated review docs, e.g. DOCUMENTATION_REVIEW_20260216, are in archive/00-meta-pruned.)

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## 1. Scope

- **Primary:** `docs/` (root + 00-meta through 12-quick-reference, gru-m1, compliance, runbooks, archive).
- **Verification evidence:** Keep recent runs; older runs already in `archive/verification-evidence-old/`.
- **Submodules:** smom-dbis-138/docs, etc. — out of scope for this plan; see [11-references/SUBMODULE_RELATIONSHIP_MAP.md](../11-references/SUBMODULE_RELATIONSHIP_MAP.md).

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## 2. 00-meta Classification

### Keep (canonical / living)

| Document | Role |
|----------|------|
| **NEXT_STEPS_INDEX.md** | Single entry for "what to do next" → links to FOR_YOU, OPERATOR, REMAINING_WORK_DETAILED_STEPS, etc. |
| **NEXT_STEPS_MASTER.md** | Master list of next steps |
| **NEXT_STEPS_FOR_YOU.md** | Your personal checklist (Ledger, from-anywhere) |
| **NEXT_STEPS_OPERATOR.md** | Operator runbook (LAN/creds) |
| **NEXT_STEPS_ALL.md** | Consolidated all-audience next steps |
| **REMAINING_WORK_DETAILED_STEPS.md** | Step-by-step for each remaining task |
| **NEXT_STEPS_AND_REMAINING_TODOS.md** | Full consolidated checklist |
| **TODOS_CONSOLIDATED.md** | Single-file task list (high/medium/LAN/low) |
| **TODO_TASK_LIST_MASTER.md** | Master task list |
| **REMAINING_TASKS_AND_API_FEATURES.md** | Remaining tasks + API inventory |
| **REMAINING_TASKS_NEXT_STEPS_PHASES_REVIEW.md** | Phases review |
| **MASTER_PLAN.md** | Single Master Plan (gaps, phases) |
| **COMPLETION_MASTER_PLAN.md** | Incomplete + missing items; Phase 0–8 |
| **BLITZKRIEG_SUPER_PRO_MAX_MASTER_PLAN.md** | Token/bridge rollout (canonical) |
| **BLITZKRIEG_SOURCE_DOCUMENT_INDEX.md** | Where to update when completed |
| **ALL_REQUIREMENTS.md** | All requirements |
| **ARCHIVE_CANDIDATES.md** | What to archive; consolidation log |
| **DOCUMENTATION_STYLE_GUIDE.md** | Doc standards |
| **DOCUMENTATION_FIX_TASK_LIST.md** | Doc fix tasks + completed fixes |
| **DOCUMENTATION_ENHANCEMENTS_RECOMMENDATIONS.md** | Enhancement recommendations |
| **DOCUMENTATION_QUALITY_REVIEW.md** | Quality review |
| **DOCUMENT_RELATIONSHIP_MAP.md** | Doc relationship diagram (Mermaid/ASCII) |
| **FULL_PARALLEL_EXECUTION_ORDER.md** | Wave 0–3 execution order |
| **WAVE1_COMPLETION_SUMMARY.md** | Wave 1 status |
| **WAVE2_WAVE3_OPERATOR_CHECKLIST.md** | Wave 2/3 checklist |
| **PLACEHOLDERS_AND_REQUIRED_ADDITIONS_LIST.md** | Placeholders, env, API keys |
| **E2E_COMPLETION_TASKS_DETAILED_LIST.md** | E2E tasks by part |
| **REMAINING_WORK_DETAILED_TASKS.md** | Detailed remaining tasks |
| **STEPS_FROM_PROXMOX_OR_LAN_WITH_SECRETS.md** | Steps from Proxmox/LAN |
| **DEPLOY_CONFIRM_AND_FULL_E2E_RUNBOOK.md** | Deploy + E2E runbook |
| **502_DEEP_DIVE_ROOT_CAUSES_AND_FIXES.md** | 502 root cause (operational reference) |
| **UNBLOCK_MAINNET_RPC_403.md** | Mainnet RPC 403 unblock (operational) |
| **MAJOR_UPGRADE_HOLD_OFF.md** | Upgrade hold (decision) |
| **SAFE_PACKAGES_MIGRATION_PLAN.md** | Package migration |
| **MAINTENANCE_SCRIPTS_REVIEW.md** | Maintenance scripts reference |
| **CONTRIBUTOR_GUIDELINES.md** | Contributor guidelines |
| **MARKDOWN_FILE_MAINTENANCE_GUIDE.md** | Markdown maintenance |

### Archive (one-off status / dated reviews)

Moved to `docs/archive/00-meta-pruned/` in 2026-02-20 batch:

| Document | Reason |
|----------|--------|
| COMPLETION_STATUS_20260215.md | Dated completion snapshot; current status in NEXT_STEPS_OPERATOR / REMAINING_WORK_DETAILED_STEPS |
| MASTER_DOCUMENTATION_REVIEW_20260205.md | Dated review; current state in DOCUMENTATION_FIX_TASK_LIST and MASTER_INDEX |
| DOCUMENTATION_REVIEW_20260216.md | Dated review; decisions captured in ARCHIVE_CANDIDATES and this plan |
| DOCUMENTATION_REVIEW_CONTINUED_20260216.md | Dated continued review |
| COMPREHENSIVE_DOCUMENTATION_REVIEW_2026-01-31.md | Dated comprehensive review |
| DOCUMENTATION_UPGRADE_SUMMARY.md | One-off upgrade summary |
| DOCUMENTATION_REVIEW.md | Generic review; superseded by dated reviews and FIX_TASK_LIST |
| DOCUMENTATION_METRICS.md | One-off metrics; optional future link-check only |
| DOCUMENTATION_RELATIONSHIP_MAP.md | Duplicate of DOCUMENT_RELATIONSHIP_MAP (keep one) |
| JNA_WHY_NOT_WORKING_REVIEW.md | One-off investigation |
| VMID_2101_CHANGES_AND_FAILURES.md | One-off incident; operational fixes in runbooks |
| COMPREHENSIVE_PROJECT_REVIEW.md | One-off project review |

### Review later (possible merge or archive)

| Document | Note |
|----------|------|
| MASTER_DOCUMENTATION_INDEX.md | Overlaps with docs/MASTER_INDEX.md; consider single canonical index at docs/ |
| REMAINING_COMPONENTS_TASKS_AND_RECOMMENDATIONS.md | Overlap with REMAINING_TASKS_*; consider merging into one |
| RECOMMENDATIONS_OPERATOR_CHECKLIST.md | Overlap with 11-references/OPERATOR_OPTIONAL_CHECKLIST; keep or merge |
| PLACEHOLDERS_AND_COMPLETION_MASTER_LIST.md | Overlap with PLACEHOLDERS_AND_REQUIRED_ADDITIONS_LIST |
| NOT_IMPLEMENTED_FULL_SCOPE.md | Keep; distinct scope doc |
| LEGAL_DOCUMENTS_IMPLEMENTATION.md | Keep or move to compliance/ |
| DBIS_CORE_WHEN_TO_IMPLEMENT.md | Keep; decision doc |
| NETWORK_PLACEHOLDERS_DECISION.md | Keep; decision doc |
| NOT_CHANGED_BY_DESIGN_ACTIONABLE_STEPS.md | Keep; design decisions |
| REMAINING_WORK_BREAKDOWN_AND_ANSWERS.md | Overlap with REMAINING_*; consider merge |
| ALL_TASKS_DETAILED_STEPS.md | Overlap with REMAINING_WORK_DETAILED_STEPS |
| MASTER_TODO_EXPANDED.md | Overlap with TODO_TASK_LIST_MASTER / TODOS_CONSOLIDATED |
| REMAINING_ITEMS_FULL_PARALLEL_LIST.md | Overlap with FULL_PARALLEL_* |
| TASKS_TO_COMPLETE_AND_FIX.md | Overlap with TODOS_CONSOLIDATED |
| CONTINUE_AND_COMPLETE.md | **Archived** (archive/00-meta-pruned, Batch 5) |
| FULL_PARALLEL_RUN_LOG.md | **Archived** (archive/00-meta-pruned, Batch 5) |
| PHASES_AND_TASKS_MASTER.md | Keep; phase checklist |
| PARALLEL_TASK_STRUCTURE.md | Keep; execution structure |
| EXTERNAL_INTEGRATIONS_CHECKLIST.md | Keep |
| API_KEYS_DOTENV_STATUS.md | Keep or merge into MASTER_SECRETS_INVENTORY |
| SCRIPT_INVENTORY.md | Keep; script reference |

---

## 3. Docs root

| Document | Action |
|----------|--------|
| ALL_TASKS_COMPLETE.md | **Moved** to docs/archive/root-status-reports/ (2026-02-20) |
| GAPS_AND_RECOMMENDATIONS_CONSOLIDATED.md | Keep; single reference for gaps/placeholders. Linked from MASTER_INDEX. |
| PLACEHOLDERS_AND_TBD.md | Keep; cross-link with 00-meta/PLACEHOLDERS_* and GAPS_AND_RECOMMENDATIONS |
| REQUIRED_FIXES_UPDATES_GAPS.md | Keep; cross-link with GAPS_AND_RECOMMENDATIONS |
| VAULT_SYSTEM_MASTER_TECHNICAL_PLAN.md | Keep in docs or move to 02-architecture/ |
| INTEGRATION_TEST_SUMMARY.md | Keep or archive if dated |

---

## 3b. Project root (repository root) — cleanup 2026-02-20

**Kept at root:** README.md, PROJECT_STRUCTURE.md, INTEGRATIONS_QUICK_REFERENCE.md, COMPREHENSIVE_STATUS_BRIDGE_READY.md (linked from docs), package.json, pnpm-lock.yaml, pnpm-workspace.yaml, renovate.json, .env.example, claude_desktop_config.json.example, token-list.json, .gitignore, .gitmodules.

**Moved:** 40+ status/completion/temp files and screenshots → [docs/archive/root-cleanup-20260220/](../archive/root-cleanup-20260220/README.md). **fix-wsl-ip.sh** → scripts/fix-wsl-ip.sh.

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## 4. Verification evidence

- **Policy:** Keep last 2–3 run dates per type (e2e, backend-vms). Older runs → `archive/verification-evidence-old/`.
- **Summary docs** in verification-evidence (e.g. COMPLETION_RUN_*, DO_ALL_*): keep recent; archive old dated summaries to archive/00-meta-pruned or verification-evidence-old.

---

## 5. Eliminating deprecated and inconsistent content

- **Single entry point:** [docs/MASTER_INDEX.md](../MASTER_INDEX.md) — use as the documentation index; it lists canonical sources and a "Deprecated / superseded" table.
- **Recommendations canonical:** [00-meta/ALL_RECOMMENDATIONS_AND_IMPROVEMENTS_LIST.md](ALL_RECOMMENDATIONS_AND_IMPROVEMENTS_LIST.md). Do not use [ALL_IMPROVEMENTS_AND_GAPS_INDEX.md](../ALL_IMPROVEMENTS_AND_GAPS_INDEX.md) as primary; it is superseded (stub/redirect only).
- **Contract/address status:** [11-references/ADDRESS_MATRIX_AND_STATUS.md](../11-references/ADDRESS_MATRIX_AND_STATUS.md). CONTRACT_INVENTORY_AND_VERIFICATION and SMART_CONTRACTS_INVENTORY are deleted/superseded.
- **Runbooks:** [03-deployment/OPERATIONAL_RUNBOOKS.md](../03-deployment/OPERATIONAL_RUNBOOKS.md) is the single runbook index. [RUNBOOKS_MASTER_INDEX.md](../RUNBOOKS_MASTER_INDEX.md) is a redirect stub for backward compatibility.
- When adding or updating docs, link to MASTER_INDEX and the canonical doc for that topic; avoid creating new "master" or "index" docs that duplicate existing ones.

---

## 6. Next steps for maintainers

1. Run link check quarterly (MASTER_INDEX, docs/README).
2. Each quarter: move clearly one-off/dated 00-meta docs to archive/00-meta-pruned per this plan.
3. Consider merging REMAINING_* and NEXT_STEPS_* into 2–3 canonical files (entry: NEXT_STEPS_INDEX.md).
4. Add "Last reviewed" to ARCHIVE_CANDIDATES after each consolidation run.
5. **Eliminate deprecated content:** Do not reference ALL_IMPROVEMENTS_AND_GAPS_INDEX, CONTRACT_INVENTORY_AND_VERIFICATION, or SMART_CONTRACTS_INVENTORY as primary sources; use MASTER_INDEX and the canonical docs it points to.

---

**Consolidation run 2026-02-20:** NEXT_STEPS_INDEX.md added; Batch 4 (12 files) archived to 00-meta-pruned; ARCHIVE_CANDIDATES and MASTER_INDEX updated. **Follow-up:** Batch 5 (CONTINUE_AND_COMPLETE, FULL_PARALLEL_RUN_LOG) → 00-meta-pruned; ALL_TASKS_COMPLETE → root-status-reports; project root cleanup → docs/archive/root-cleanup-20260220; fix-wsl-ip.sh → scripts/.

**Consolidation run 2026-03-02:** docs/MASTER_INDEX.md and docs/README.md created; docs/RUNBOOKS_MASTER_INDEX.md added (redirect stub); DOCUMENTATION_CONSOLIDATION_PLAN §5 (eliminating deprecated content) and §6 (maintainers) updated; ARCHIVE_CANDIDATES Last reviewed set to 2026-03-02.