tegwick
3231e10625
Sync AGENTS.md, CLAUDE.md, and .claude/rules from updated project_rules templates: workplan-first session protocol, legacy terminology footnote, and GET /workplans/ examples.
42 lines
1.6 KiB
Markdown
42 lines
1.6 KiB
Markdown
## First Session Protocol
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Triggered when `get_domain_summary("financials")` shows **no workplans**.
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The project is registered but work has not yet been structured.
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**Step 1 — Read, don't write**
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- `~/the-custodian/canon/projects/financials/project_charter_v0.1.md` — purpose, scope
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- `~/the-custodian/canon/projects/financials/roadmap_v0.1.md` — planned phases
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- Scan repo root: README, directory structure, existing code or docs
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**Step 2 — Survey in-progress work**
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Look for TODOs, open branches, half-finished files. Note done vs. started but incomplete.
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**Step 3 — Propose workplans to Bernd**
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Propose 1–3 workplans — each a coherent strand, weeks to months, anchored to a
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roadmap phase. **Wait for approval before creating.**
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**Step 4 — Write the workplan file; fix-consistency registers it (ADR-001)**
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```
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workplans/RAILIANCE-WP-NNNN-<slug>.md ← write this, commit it
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```
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Then register by running the consistency check — do **not** call
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`create_workplan`/`create_task` yourself; manual registration duplicates what
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C-06 creates from the file:
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```bash
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statehub fix-consistency --repo railiance-apps
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```
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C-06 creates the hub workplan + tasks and writes `state_hub_workstream_id`
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(legacy frontmatter name — holds the workplan UUID) and `state_hub_task_id`
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back into the file.
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**Step 5 — Record the setup**
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```
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add_progress_event(
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summary="First session: structured financials into N workplans, M tasks",
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event_type="milestone",
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topic_id="ca369340-a64e-442e-98f1-a4fa7dc74a38",
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detail={"workplans": [...], "tasks_created": M}
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)
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```
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<!-- Delete or archive this file once past first session -->
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