When to Use
| Trigger | Action |
|---|---|
| New version announced | Full update |
| Want new language/framework skills | Selective update |
| Monthly maintenance | Check for updates |
| New team member needs latest | Verify version parity |
| Security advisory | Urgent update |
Prerequisites
- • Current project has CLAUDE.md installed
- • Git repository (for backup/diff capabilities)
- • Internet access to clone latest version
- • No uncommitted changes (clean working directory recommended)
Process Overview
code
1. Check Current Version
└── Read CLAUDE.md version
↓
2. Fetch Latest Version
└── Clone/download latest
↓
3. Compare Versions
└── What's new? Breaking changes?
↓
4. Identify Customizations
└── What have you modified?
↓
5. Plan Update Strategy
└── Full replace vs. selective merge
↓
6. Execute Update
└── Backup, copy, merge
↓
7. Verify Update
└── Check files, validate
Phase 1: Assess Current Installation
Version Detection
bash
# Find current version in CLAUDE.md grep "Current Version" CLAUDE.md # Check when CLAUDE.md was last modified ls -la CLAUDE.md # List installed skills (language guides and framework skills) ls .claude/skills/ # List installed workflows ls .claude/skills/
AI Will Check
- •Current CLAUDE.md version (in "Version & Changelog" section)
- •Which .claude/ files exist (guides, workflows)
- •Which files appear customized (vs. template defaults)
- •Project-specific files to preserve:
- •
CLAUDE.md - •
CLAUDE.md - •
CLAUDE.md - •
.claude/memory/* - •
.claude/tasks/*
- •
Customization Detection
Files that are typically customized:
- •CLAUDE.md (custom guardrails, company standards)
- •
CLAUDE.md(always project-specific) - •
CLAUDE.md(project conventions) - •Any workflow with project-specific modifications
Files that are typically NOT customized:
- •Language guide skills (
.claude/skills/*-guide/SKILL.md) - •Framework skills (
.claude/skills/<framework>/SKILL.md) - •Standard workflows (unless modified for company process)
Phase 2: Fetch Latest Version
Method A: Clone Fresh (Recommended)
bash
# Clone latest version to temporary directory git clone --depth 1 https://github.com/ar4mirez/samuel.git .ai-update-temp # Check latest version grep "Current Version" .ai-update-temp/CLAUDE.md
Method B: If Using Git Subtree
bash
# Update subtree
git subtree pull --prefix=.ai-template \
https://github.com/ar4mirez/samuel.git main --squash
Method C: Download ZIP
- •Go to GitHub Releases
- •Download latest release
- •Extract to temporary directory
Phase 3: Compare Versions
View Changelog
bash
# View what's new cat .ai-update-temp/CHANGELOG.md | head -100 # Compare versions echo "Current: $(grep 'Current Version' CLAUDE.md)" echo "Latest: $(grep 'Current Version' .ai-update-temp/CLAUDE.md)"
AI Will Analyze
- •New files - Guides, workflows not in current installation
- •Modified files - Changes to existing templates
- •Deleted files - Removed from template (rare)
- •Breaking changes - Documented in CHANGELOG.md
Update Summary Format
markdown
## Update Summary: v1.5.0 → v1.6.0 ### New Files (safe to add): - .claude/skills/new-framework/SKILL.md - .claude/skills/new-workflow.md ### Modified Files (review recommended): - CLAUDE.md (guardrails updated) - .claude/skills/code-review.md (new checks) ### Your Customizations (will preserve): - CLAUDE.md (project-specific) - CLAUDE.md (project-specific) - .claude/memory/* (decision logs) - .claude/tasks/* (PRDs and tasks) ### Breaking Changes: - None (or list if any)
Phase 4: Plan Update Strategy
Strategy A: Full Replace (Recommended for minor updates)
Best when:
- •No customizations to CLAUDE.md
- •Just want latest guides and workflows
- •Version jump is small (e.g., 1.5.0 → 1.6.0)
Process:
- •Backup project-specific files
- •Replace all template files
- •Restore project-specific files
Strategy B: Selective Merge
Best when:
- •Heavy customization to CLAUDE.md
- •Only want specific new features
- •Version jump is large
Process:
- •Keep current files
- •Add only new guides/workflows
- •Manually review and merge changed files
Strategy C: New Files Only
Best when:
- •Significant CLAUDE.md customization
- •Only interested in new language/framework skills
- •Don't want to risk breaking customizations
Process:
- •Keep all existing files
- •Copy only skill directories that don't exist yet
AI Will Recommend
Based on:
- •Number and type of customizations
- •Size of version jump
- •Breaking changes in changelog
- •User's stated preferences
Phase 5: Execute Update
Full Replace Steps
bash
# 1. Create backup directory mkdir -p .ai-backup # 2. Backup CLAUDE.md (if customized) cp CLAUDE.md .ai-backup/ # 3. Backup project-specific files cp CLAUDE.md .ai-backup/ 2>/dev/null || true cp CLAUDE.md .ai-backup/ 2>/dev/null || true cp CLAUDE.md .ai-backup/ 2>/dev/null || true cp -r .claude/memory .ai-backup/ 2>/dev/null || true cp -r .claude/tasks .ai-backup/ 2>/dev/null || true # 4. Copy new template files cp .ai-update-temp/CLAUDE.md ./ cp -r .ai-update-temp/.claude ./ # 5. Restore project-specific files cp .ai-backup/project.md .claude/ 2>/dev/null || true cp .ai-backup/patterns.md .claude/ 2>/dev/null || true cp .ai-backup/state.md .claude/ 2>/dev/null || true cp -r .ai-backup/memory/* .claude/memory/ 2>/dev/null || true cp -r .ai-backup/tasks/* .claude/tasks/ 2>/dev/null || true # 6. If you had CLAUDE.md customizations, merge them # (AI will help with this step) # 7. Clean up rm -rf .ai-update-temp rm -rf .ai-backup
Selective Add Steps
bash
# Add only new language guide skills cp -r .ai-update-temp/.claude/skills/new-language-guide/ .claude/skills/ # Add only new framework skills cp -r .ai-update-temp/.claude/skills/new-framework/ .claude/skills/ # Add only new workflows cp .ai-update-temp/.claude/skills/new-workflow.md .claude/skills/
Handling CLAUDE.md Customizations
If you've customized CLAUDE.md:
- •
Diff the files:
bashdiff CLAUDE.md .ai-update-temp/CLAUDE.md
- •
Identify your customizations (usually in specific sections)
- •
AI will help merge:
- •Take new guardrails from template
- •Preserve your custom additions
- •Update version number
Phase 6: Verify Update
Verification Checklist
- • CLAUDE.md shows new version number
- • New language/framework skills present
- • New workflows present
- • Project-specific files preserved:
- •
CLAUDE.md - •
CLAUDE.md - •
CLAUDE.md - •
.claude/memory/* - •
.claude/tasks/*
- •
- • No merge conflicts in customized sections
- • AI assistant loads CLAUDE.md correctly
Verification Commands
bash
# Check version grep "Current Version" CLAUDE.md # List all skills (language guides and framework skills) echo "=== Skills ===" ls .claude/skills/ echo "=== Workflows ===" ls .claude/skills/ # Verify project files exist echo "=== Project Files ===" ls -la CLAUDE.md CLAUDE.md CLAUDE.md 2>/dev/null # Count memory files echo "=== Memory Files ===" ls .claude/memory/ 2>/dev/null | wc -l
Test AI Loading
Start a new AI session and verify:
- •AI acknowledges CLAUDE.md version
- •Guardrails are applied correctly
- •Workflows are accessible
Usage Examples
Example 1: Standard Update
User Request:
code
@.claude/skills/update-framework/SKILL.md Update to the latest version of Samuel
AI Will:
- •Check current version
- •Clone latest version
- •Compare and show what's new
- •Ask about customizations
- •Execute update with backups
- •Verify completion
Example 2: Check for Updates Only
User Request:
code
@.claude/skills/update-framework/SKILL.md Check what's new in the latest version (don't update yet)
AI Will:
- •Check current version
- •Clone latest version
- •Show detailed comparison
- •List new features and changes
- •NOT make any changes
Example 3: Selective Update
User Request:
code
@.claude/skills/update-framework/SKILL.md I only want to add the new React and Next.js framework skills. Keep everything else as-is.
AI Will:
- •Verify those skills don't exist yet
- •Clone latest version
- •Copy only the specified skill directories
- •Clean up temporary files
Example 4: Team Version Sync
User Request:
code
@.claude/skills/update-framework/SKILL.md Verify my installation matches version 1.6.0 that the team is using.
AI Will:
- •Check current version
- •Compare with 1.6.0 requirements
- •List any missing files
- •Suggest updates if needed
Example 5: Update with Customizations
User Request:
code
@.claude/skills/update-framework/SKILL.md Update to latest. I have custom guardrails in CLAUDE.md that I need to keep.
AI Will:
- •Check current version
- •Identify customized sections in CLAUDE.md
- •Clone latest version
- •Perform intelligent merge:
- •New template content
- •Your custom guardrails preserved
- •Show diff for review before finalizing
Best Practices
Before Updating
- •Commit current state - Ensure clean git history
- •Document customizations - Know what you've changed
- •Read the changelog - Understand what's new
During Update
- •Always backup - Never skip the backup step
- •Review diffs - Especially for CLAUDE.md changes
- •Test incrementally - Verify after each major step
After Updating
- •Verify functionality - Test AI loading and workflows
- •Clean up backups - Remove .ai-backup when confirmed
- •Update team - Inform team of version update
- •Run cleanup workflow - Remove unused guides if needed
Related Workflows
| Workflow | Relationship |
|---|---|
| initialize-project | For first-time installation |
| cleanup-project | Remove unused guides after update |
| generate-agents-md | Regenerate AGENTS.md after update |
| document-work | Document the update decision |
Reference Documentation
For detailed migration steps, conflict resolution examples, and troubleshooting procedures, see:
- •references/process.md - Detailed update procedures and rollback steps