Regenerate agent instructions from state-hub templates (CUST-WP-0055 T01)

Sync AGENTS.md, CLAUDE.md, and .claude/rules from updated project_rules
templates: workplan-first session protocol, legacy terminology footnote,
and GET /workplans/ examples.
This commit is contained in:
tegwick 2026-07-08 14:50:29 +02:00
parent 33d7d44205
commit c95ec5d245
5 changed files with 69 additions and 37 deletions

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@ -20,7 +20,7 @@ Requires the `warden` CLI from `~/ops-warden` (`uv tool install .` or `uv run wa
| Agent runtime | How to orient |
| --- | --- |
| **Codex / Grok** (shell, HTTP State Hub) | `warden route` commands above; inbox `to_agent=key-cape` is for coordination, not secret vending |
| **Claude Code** (MCP when available) | `get_domain_summary("custodian")` for workstreams; **still** use `warden route` for credential ownership |
| **Claude Code** (MCP when available) | `get_domain_summary("custodian")` for workplans; **still** use `warden route` for credential ownership |
| **llm-connect** (inference service) | Never put secret retrieval in prompts; route custody to OpenBao/operator paths surfaced by `warden route` |
### Quick routing table

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@ -1,6 +1,6 @@
## First Session Protocol
Triggered when `get_domain_summary("infotech")` shows **no workstreams**.
Triggered when `get_domain_summary("infotech")` shows **no workplans**.
The project is registered but work has not yet been structured.
**Step 1 — Read, don't write**
@ -11,27 +11,31 @@ The project is registered but work has not yet been structured.
**Step 2 — Survey in-progress work**
Look for TODOs, open branches, half-finished files. Note done vs. started but incomplete.
**Step 3 — Propose workstreams to Bernd**
Propose 13 workstreams — each a coherent strand, weeks to months, anchored to a
**Step 3 — Propose workplans to Bernd**
Propose 13 workplans — each a coherent strand, weeks to months, anchored to a
roadmap phase. **Wait for approval before creating.**
**Step 4 — Create workplan file first, then DB record (ADR-001)**
**Step 4 — Write the workplan file; fix-consistency registers it (ADR-001)**
```
workplans/KEY-WP-NNNN-<slug>.md ← write this first
workplans/KEY-WP-NNNN-<slug>.md ← write this, commit it
```
Then register in the hub:
```
create_workstream(topic_id="cee7bedf-2b48-46ef-8601-006474f2ad7a", title="...", owner="...", description="...")
create_task(workstream_id="<id>", title="...", priority="high|medium|low")
Then register by running the consistency check — do **not** call
`create_workplan`/`create_task` yourself; manual registration duplicates what
C-06 creates from the file:
```bash
statehub fix-consistency --repo key-cape
```
C-06 creates the hub workplan + tasks and writes `state_hub_workstream_id`
(legacy frontmatter name — holds the workplan UUID) and `state_hub_task_id`
back into the file.
**Step 5 — Record the setup**
```
add_progress_event(
summary="First session: structured infotech into N workstreams, M tasks",
summary="First session: structured infotech into N workplans, M tasks",
event_type="milestone",
topic_id="cee7bedf-2b48-46ef-8601-006474f2ad7a",
detail={"workstreams": [...], "tasks_created": M}
detail={"workplans": [...], "tasks_created": M}
)
```

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@ -44,7 +44,7 @@ For each file with `status: ready`, `active`, or `blocked`, note pending
**Step 4 — Present brief**
1. **Active workstreams** for `infotech` — title, task counts, blocking decisions
1. **Active workplans** for `infotech` — title, task counts, blocking decisions
2. **Pending tasks** from `workplans/` + any `[repo:key-cape]` hub tasks
3. **Goal guidance** — if `goal_guidance` in summary:
- `needs_workplan`: surface as top action — *"Repo goal '{title}' has no workplan yet"*
@ -52,33 +52,40 @@ For each file with `status: ready`, `active`, or `blocked`, note pending
4. **Suggested next action** — highest-priority open item
5. **SBOM status** — flag if `last_sbom_at` is unset for this repo
If no workstreams: follow First Session Protocol (`first-session.md`).
If no workplans: follow First Session Protocol (`first-session.md`).
**During work:** `record_decision()` · `add_progress_event()` · `resolve_decision()`
> State Hub is a *read model*. Bootstrap tools (`create_workstream`, `create_task`)
> are First Session Protocol only. Work structure belongs in repo files (ADR-001).
> State Hub is a *read model*. **Never register workplans or tasks by hand**
> (`create_workplan`, `create_task`) — write the workplan file in `workplans/`
> and run `fix-consistency`; C-06 registers the workplan and tasks and writes
> IDs back into the file. Manual registration creates duplicates when
> fix-consistency runs. Work structure belongs in repo files (ADR-001).
>
> Legacy: `create_workstream` and `/workstreams/` remain as metered aliases —
> see `workplan-convention.md` (compatibility footnote).
**Session close:**
With MCP tools:
```
add_progress_event(summary="...", topic_id="cee7bedf-2b48-46ef-8601-006474f2ad7a", workstream_id="<uuid>")
add_progress_event(summary="...", topic_id="cee7bedf-2b48-46ef-8601-006474f2ad7a", workplan_id="<uuid>")
```
Without MCP tools:
```bash
curl -s -X POST http://127.0.0.1:8000/progress/ \
-H "Content-Type: application/json" \
-d '{"topic_id":"cee7bedf-2b48-46ef-8601-006474f2ad7a","workstream_id":"<uuid>","event_type":"note","summary":"what changed","author":"codex"}'
-d '{"topic_id":"cee7bedf-2b48-46ef-8601-006474f2ad7a","workplan_id":"<uuid>","event_type":"note","summary":"what changed","author":"codex"}'
```
If workplan files were modified, ensure the local copy is up to date first:
If workplan files were modified, ensure the local copy is up to date first,
then sync from the repo checkout:
```bash
git -C <repo_path> pull --ff-only
cd ~/state-hub && make fix-consistency REPO=key-cape
git pull --ff-only
statehub fix-consistency
```
For repos where implementation runs on a remote machine (e.g. CoulombCore),
use the combined target which pulls before fixing:
use the pull-before-fix mode from any shell with the State Hub CLI:
```bash
cd ~/state-hub && make fix-consistency-remote REPO=key-cape
statehub fix-consistency --repo key-cape --remote
```
**C-15** (DB task ahead of file) is normal in multi-machine workflows — writeback
will sync the file to match DB. **C-16** (repo behind remote) blocks all writes

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@ -5,7 +5,7 @@ ID prefix: `KEY-WP-`
Work items originate as files in this repo **before** being registered in the hub.
Canonical workplan/workstream frontmatter statuses are:
Canonical workplan frontmatter statuses are:
`proposed`, `ready`, `active`, `blocked`, `backlog`, `finished`, `archived`.
Use `proposed` for a newly drafted plan, `ready` after review against current
repo state, and `finished` when implementation is complete. `stalled` and
@ -16,14 +16,15 @@ prefix: `YYMMDD-KEY-WP-NNNN-<slug>.md`. The frontmatter id remains
unchanged; the prefix is only for quick visual reference.
Small opportunistic tasks discovered during another session use **Ad Hoc Tasks**:
`workplans/ADHOC-YYYY-MM-DD.md`, workstream slug `adhoc-YYYY-MM-DD`, and task ids
`workplans/ADHOC-YYYY-MM-DD.md`, workplan slug `adhoc-YYYY-MM-DD`, and task ids
`ADHOC-YYYY-MM-DD-T01`, `T02`, etc. Use adhocs only for low-risk work completed
directly. Promote anything requiring analysis, design, approval, dependencies, or
multiple planned phases into a normal workplan.
Ecosystem todos from other agents arrive as `[repo:key-cape]` hub tasks —
visible at session start. Pick one up by creating the workplan file, then registering
the workstream.
visible at session start. Pick one up by creating the workplan file, committing,
and running `statehub fix-consistency` — C-06 registers the workplan in the hub.
Never register by hand with `create_workplan` (legacy MCP alias: `create_workstream`).
Task blocks use this shape:
@ -37,4 +38,18 @@ state_hub_task_id: "<uuid>" # written by fix-consistency — do not edit
Status progression is `todo``progress``done`; use `wait` for waiting or
blocked work and `cancel` for stopped work.
Workplan frontmatter carries `state_hub_workstream_id` — a legacy field name
kept for compatibility; it holds the hub workplan UUID and is written by
fix-consistency. Do not edit or rename it.
### Legacy terminology (compatibility footnote)
**Workplan** is the fleet term — see
`the-custodian/canon/standards/workplan-terminology-fleet_v0.1.md`.
**Workstream** is legacy only: some API routes (`/workstreams/`), params
(`workstream_id`), MCP aliases (`create_workstream`), and the frontmatter field
above remain until `STATE-WP-0069` retires them via legacy-meter. Treat those
identifiers as workplan IDs. Prefer `GET /workplans/` and `workplan_id` in new
examples and scripts.
<!-- Ralph Loop rules and HEUREKA sequence: ~/.claude/CLAUDE.md — do not duplicate here -->

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@ -20,6 +20,12 @@ there is no MCP server for Codex agents.
|---------|-----|
| Local workstation | `http://127.0.0.1:8000` |
| Remote via tunnel | `http://127.0.0.1:18000` |
| Optional local edge relay | http://127.0.0.1:18080 |
When an operator has enabled the edge relay, set API_BASE to the relay URL.
Queueable writes return an explicit queued receipt if the central hub is
unreachable. Treat that as pending local evidence, then ask the operator to run
statehub outbox status/replay after connectivity returns.
### Orient at session start
@ -27,8 +33,8 @@ there is no MCP server for Codex agents.
# Offline brief — works without hub connection
cat .custodian-brief.md
# Active workstreams for this domain
curl -s "http://127.0.0.1:8000/workstreams/?topic_id=cee7bedf-2b48-46ef-8601-006474f2ad7a&status=active" \
# Active workplans for this domain
curl -s "http://127.0.0.1:8000/workplans/?topic_id=cee7bedf-2b48-46ef-8601-006474f2ad7a&status=active" \
| python3 -m json.tool
# Check inbox
@ -51,12 +57,12 @@ curl -s -X POST http://127.0.0.1:8000/progress/ \
"summary": "what was done",
"event_type": "note",
"author": "codex",
"workstream_id": "<uuid>",
"workplan_id": "<uuid>",
"task_id": "<uuid>"
}'
```
Omit `workstream_id` / `task_id` when not applicable.
Omit `workplan_id` / `task_id` when not applicable.
### Update task status
@ -80,7 +86,7 @@ curl -s -X PATCH "http://127.0.0.1:8000/tasks/<task_id>" \
## Session Protocol
**Start:**
1. `cat .custodian-brief.md` — domain goal and open workstreams (offline-safe)
1. `cat .custodian-brief.md` — domain goal and open workplans (offline-safe)
2. Check inbox: `GET /messages/?to_agent=key-cape&unread_only=true`; mark read
3. Scan workplans: `ls workplans/` — note `status: ready`, `active`, or `blocked` files and open tasks
4. Check human-needed tasks: `GET /tasks/?needs_human=true`
@ -92,12 +98,12 @@ curl -s -X PATCH "http://127.0.0.1:8000/tasks/<task_id>" \
**Close:**
1. Update workplan file task statuses to reflect progress
2. Log: `POST /progress/` with a summary of what changed
3. Note for the custodian operator: after workplan file changes, run from
`~/state-hub`:
3. After workplan file changes, run:
```bash
make fix-consistency REPO=key-cape
statehub fix-consistency
```
This syncs task status from files into the hub DB.
Coding agents should run this directly; ask the operator only if the CLI or
State Hub API is unavailable. This syncs task status from files into the hub DB.
---
@ -123,7 +129,7 @@ Requires the `warden` CLI from `~/ops-warden` (`uv tool install .` or `uv run wa
| Agent runtime | How to orient |
| --- | --- |
| **Codex / Grok** (shell, HTTP State Hub) | `warden route` commands above; inbox `to_agent=key-cape` is for coordination, not secret vending |
| **Claude Code** (MCP when available) | `get_domain_summary("custodian")` for workstreams; **still** use `warden route` for credential ownership |
| **Claude Code** (MCP when available) | `get_domain_summary("custodian")` for workplans; **still** use `warden route` for credential ownership |
| **llm-connect** (inference service) | Never put secret retrieval in prompts; route custody to OpenBao/operator paths surfaced by `warden route` |
### Quick routing table