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:
parent
4af8a606a1
commit
7fd31b5825
11 changed files with 360 additions and 241 deletions
20
.claude/rules/agents.md
Normal file
20
.claude/rules/agents.md
Normal file
|
|
@ -0,0 +1,20 @@
|
|||
## Kaizen Agents
|
||||
|
||||
Specialized agent personas available on demand via the state-hub MCP.
|
||||
|
||||
**Discover:** `list_kaizen_agents()` — returns all agents with name, description, category
|
||||
**Load:** `get_kaizen_agent("tdd-workflow")` — returns full instructions; read and follow them
|
||||
|
||||
Common agents:
|
||||
|
||||
| Agent | Category | When to use |
|
||||
|-------|----------|-------------|
|
||||
| `tdd-workflow` | testing | Step-by-step TDD8 workflow for any feature |
|
||||
| `code-refactoring` | quality | Code quality analysis and safe refactoring |
|
||||
| `test-maintenance` | testing | Diagnose and fix failing tests |
|
||||
| `requirements-engineering` | process | Prevent interface/mock mismatches upfront |
|
||||
| `keepaTodofile` | process | Maintain TODO.md during work |
|
||||
| `project-management` | process | Track status, determine next steps |
|
||||
| `datamodel-optimization` | quality | Optimize dataclasses and data structures |
|
||||
|
||||
All 17 agents: call `list_kaizen_agents()` for the full list.
|
||||
8
.claude/rules/architecture.md
Normal file
8
.claude/rules/architecture.md
Normal file
|
|
@ -0,0 +1,8 @@
|
|||
## Architecture
|
||||
|
||||
<!-- TODO: Describe the key design decisions and component structure.
|
||||
Key modules, data flows, external integrations, state machines, etc. -->
|
||||
|
||||
## Quick Reference
|
||||
|
||||
`~/state-hub/mcp_server/TOOLS.md` — MCP tool reference
|
||||
50
.claude/rules/credential-routing.md
Normal file
50
.claude/rules/credential-routing.md
Normal file
|
|
@ -0,0 +1,50 @@
|
|||
# Credential and access routing
|
||||
|
||||
**Audience:** Codex, Claude Code, Grok, and custodian agents that call **llm-connect**
|
||||
for inference. Run this check **before** requesting secrets, API keys, SSH access,
|
||||
login tokens, or database passwords — in any repo, not only `ops-warden`.
|
||||
|
||||
ops-warden **issues SSH certificates only** (`warden sign`, `cert_command`). Every
|
||||
other credential need belongs to another subsystem. **Do not** message
|
||||
`ops-warden` on State Hub expecting a secret value; the reply is a pointer, not a key.
|
||||
|
||||
### Lookup (do this first)
|
||||
|
||||
```bash
|
||||
warden route find "<describe your need>" --json
|
||||
warden route show <catalog-id> --json
|
||||
```
|
||||
|
||||
Requires the `warden` CLI from `~/ops-warden` (`uv tool install .` or `uv run warden`).
|
||||
|
||||
| Agent runtime | How to orient |
|
||||
| --- | --- |
|
||||
| **Codex / Grok** (shell, HTTP State Hub) | `warden route` commands above; inbox `to_agent=timeline-svg` is for coordination, not secret vending |
|
||||
| **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
|
||||
|
||||
| I need… | Owner | ops-warden executes? |
|
||||
| --- | --- | --- |
|
||||
| SSH cert (`adm`/`agt`/`atm`) | ops-warden | **Yes** — `warden sign` |
|
||||
| API key, DB password, provider token | OpenBao (`railiance-platform`) | No — route only |
|
||||
| Login / OIDC / MFA | key-cape / Keycloak | No — route only |
|
||||
| Authorization decision | flex-auth | No — route only |
|
||||
| activity-core → issue-core emission | activity-core + issue-core | No — `warden route show activity-core-issue-sink` |
|
||||
| SSH tunnel | ops-bridge (+ `cert_command` from warden) | No — route only |
|
||||
|
||||
### Anti-patterns (do not do these)
|
||||
|
||||
- `POST /messages/` to `ops-warden` asking for `ISSUE_CORE_API_KEY`, `OPENROUTER_API_KEY`, etc.
|
||||
- Inventing `warden secret`, `warden login`, `warden bao`, `warden tunnel` — they do not exist
|
||||
- Pasting secrets into Git, State Hub, workplans, logs, or chat
|
||||
|
||||
### Other capabilities (reuse-surface)
|
||||
|
||||
Non-credential capabilities are usually discovered through **reuse-surface** federation
|
||||
(`reuse-surface` registry / `capability.*` indexes). Credential routing is inlined in
|
||||
every repo's agent instructions because it is high-frequency, high-risk, and easy to
|
||||
get wrong.
|
||||
|
||||
**Canon:** `~/ops-warden/wiki/CredentialRouting.md` · catalog `~/ops-warden/registry/routing/catalog.yaml`
|
||||
42
.claude/rules/first-session.md
Normal file
42
.claude/rules/first-session.md
Normal file
|
|
@ -0,0 +1,42 @@
|
|||
## First Session Protocol
|
||||
|
||||
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**
|
||||
- `~/the-custodian/canon/projects/infotech/project_charter_v0.1.md` — purpose, scope
|
||||
- `~/the-custodian/canon/projects/infotech/roadmap_v0.1.md` — planned phases
|
||||
- Scan repo root: README, directory structure, existing code or docs
|
||||
|
||||
**Step 2 — Survey in-progress work**
|
||||
Look for TODOs, open branches, half-finished files. Note done vs. started but incomplete.
|
||||
|
||||
**Step 3 — Propose workplans to Bernd**
|
||||
Propose 1–3 workplans — each a coherent strand, weeks to months, anchored to a
|
||||
roadmap phase. **Wait for approval before creating.**
|
||||
|
||||
**Step 4 — Write the workplan file; fix-consistency registers it (ADR-001)**
|
||||
```
|
||||
workplans/TMLN-WP-NNNN-<slug>.md ← write this, commit it
|
||||
```
|
||||
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 timeline-svg
|
||||
```
|
||||
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 workplans, M tasks",
|
||||
event_type="milestone",
|
||||
topic_id="cee7bedf-2b48-46ef-8601-006474f2ad7a",
|
||||
detail={"workplans": [...], "tasks_created": M}
|
||||
)
|
||||
```
|
||||
|
||||
<!-- Delete or archive this file once past first session -->
|
||||
8
.claude/rules/repo-boundary.md
Normal file
8
.claude/rules/repo-boundary.md
Normal file
|
|
@ -0,0 +1,8 @@
|
|||
## Repo boundary
|
||||
|
||||
This repo owns **timeline-svg** only. It does not own:
|
||||
|
||||
<!-- TODO: List what belongs in adjacent repos, e.g.:
|
||||
- SSH key management → railiance-infra/
|
||||
- State hub code → state-hub/
|
||||
-->
|
||||
5
.claude/rules/repo-identity.md
Normal file
5
.claude/rules/repo-identity.md
Normal file
|
|
@ -0,0 +1,5 @@
|
|||
**Purpose:** TimelineSvg is a client-side, browser-based tool that generates multi-lane SVG timeline graphics from CSV data using an Inkscape-editable SVG template system with no backend or build pipeline.
|
||||
|
||||
**Domain:** infotech
|
||||
**Repo slug:** timeline-svg
|
||||
**Topic ID:** cee7bedf-2b48-46ef-8601-006474f2ad7a
|
||||
92
.claude/rules/session-protocol.md
Normal file
92
.claude/rules/session-protocol.md
Normal file
|
|
@ -0,0 +1,92 @@
|
|||
## Session Protocol
|
||||
|
||||
Dev Hub (State Hub API): http://127.0.0.1:8000
|
||||
MCP server name in `~/.claude.json`: `dev-hub`
|
||||
|
||||
**Step 1 — Orient**
|
||||
|
||||
Read the offline-safe brief first — it works without a live hub connection:
|
||||
```bash
|
||||
cat .custodian-brief.md
|
||||
```
|
||||
Then call the MCP tool for richer cross-domain context when MCP tools are exposed:
|
||||
```
|
||||
get_domain_summary("infotech")
|
||||
```
|
||||
If MCP tools are unavailable in the current agent session, use the REST API:
|
||||
```bash
|
||||
curl -s "http://127.0.0.1:8000/state/summary" | python3 -m json.tool
|
||||
```
|
||||
If the hub is offline: `cd ~/state-hub && make api`
|
||||
|
||||
**Step 2 — Check inbox**
|
||||
With MCP tools:
|
||||
```
|
||||
get_messages(to_agent="timeline-svg", unread_only=True)
|
||||
```
|
||||
Mark read with `mark_message_read(message_id)`. Reply or act on coordination
|
||||
requests before proceeding.
|
||||
|
||||
Without MCP tools:
|
||||
```bash
|
||||
curl -s "http://127.0.0.1:8000/messages/?to_agent=timeline-svg&unread_only=true" \
|
||||
| python3 -m json.tool
|
||||
curl -s -X PATCH "http://127.0.0.1:8000/messages/<id>/read" \
|
||||
-H "Content-Type: application/json" -d '{}'
|
||||
```
|
||||
|
||||
**Step 3 — Scan workplans**
|
||||
```bash
|
||||
ls workplans/
|
||||
```
|
||||
For each file with `status: ready`, `active`, or `blocked`, note pending
|
||||
`wait`/`todo`/`progress` tasks.
|
||||
|
||||
**Step 4 — Present brief**
|
||||
|
||||
1. **Active workplans** for `infotech` — title, task counts, blocking decisions
|
||||
2. **Pending tasks** from `workplans/` + any `[repo:timeline-svg]` hub tasks
|
||||
3. **Goal guidance** — if `goal_guidance` in summary:
|
||||
- `needs_workplan`: surface as top action — *"Repo goal '{title}' has no workplan yet"*
|
||||
- `alignment_warnings`: flag if active work is not aligned with current goal
|
||||
4. **Suggested next action** — highest-priority open item
|
||||
5. **SBOM status** — flag if `last_sbom_at` is unset for this repo
|
||||
|
||||
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*. **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", 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","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,
|
||||
then sync from the repo checkout:
|
||||
```bash
|
||||
git pull --ff-only
|
||||
statehub fix-consistency
|
||||
```
|
||||
For repos where implementation runs on a remote machine (e.g. CoulombCore),
|
||||
use the pull-before-fix mode from any shell with the State Hub CLI:
|
||||
```bash
|
||||
statehub fix-consistency --repo timeline-svg --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
|
||||
until you pull — intentional to prevent clobbering remote progress.
|
||||
19
.claude/rules/stack-and-commands.md
Normal file
19
.claude/rules/stack-and-commands.md
Normal file
|
|
@ -0,0 +1,19 @@
|
|||
## Stack
|
||||
|
||||
<!-- TODO: Fill in language, frameworks, and key dependencies -->
|
||||
- **Language:**
|
||||
- **Key deps:**
|
||||
|
||||
## Dev Commands
|
||||
|
||||
```bash
|
||||
# TODO: Fill in the standard commands for this repo
|
||||
|
||||
# Install dependencies
|
||||
|
||||
# Run tests
|
||||
|
||||
# Lint / type check
|
||||
|
||||
# Build / package (if applicable)
|
||||
```
|
||||
55
.claude/rules/workplan-convention.md
Normal file
55
.claude/rules/workplan-convention.md
Normal file
|
|
@ -0,0 +1,55 @@
|
|||
## Workplan Convention (ADR-001)
|
||||
|
||||
File location: `workplans/TMLN-WP-NNNN-<slug>.md`
|
||||
ID prefix: `TMLN-WP-`
|
||||
|
||||
Work items originate as files in this repo **before** being registered in the hub.
|
||||
|
||||
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
|
||||
`needs_review` are derived health labels, not stored statuses.
|
||||
|
||||
Closed workplans may be moved to `workplans/archived/` with a completion-date
|
||||
prefix: `YYMMDD-TMLN-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`, 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:timeline-svg]` hub tasks —
|
||||
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:
|
||||
|
||||
```task
|
||||
id: TMLN-WP-NNNN-T01
|
||||
status: wait | todo | progress | done | cancel
|
||||
priority: high | medium | low
|
||||
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 -->
|
||||
51
AGENTS.md
51
AGENTS.md
|
|
@ -107,7 +107,56 @@ curl -s -X PATCH "http://127.0.0.1:8000/tasks/<task_id>" \
|
|||
|
||||
---
|
||||
|
||||
{CREDENTIAL_ROUTING}
|
||||
## Credential and access routing
|
||||
|
||||
**Audience:** Codex, Claude Code, Grok, and custodian agents that call **llm-connect**
|
||||
for inference. Run this check **before** requesting secrets, API keys, SSH access,
|
||||
login tokens, or database passwords — in any repo, not only `ops-warden`.
|
||||
|
||||
ops-warden **issues SSH certificates only** (`warden sign`, `cert_command`). Every
|
||||
other credential need belongs to another subsystem. **Do not** message
|
||||
`ops-warden` on State Hub expecting a secret value; the reply is a pointer, not a key.
|
||||
|
||||
### Lookup (do this first)
|
||||
|
||||
```bash
|
||||
warden route find "<describe your need>" --json
|
||||
warden route show <catalog-id> --json
|
||||
```
|
||||
|
||||
Requires the `warden` CLI from `~/ops-warden` (`uv tool install .` or `uv run warden`).
|
||||
|
||||
| Agent runtime | How to orient |
|
||||
| --- | --- |
|
||||
| **Codex / Grok** (shell, HTTP State Hub) | `warden route` commands above; inbox `to_agent=timeline-svg` is for coordination, not secret vending |
|
||||
| **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
|
||||
|
||||
| I need… | Owner | ops-warden executes? |
|
||||
| --- | --- | --- |
|
||||
| SSH cert (`adm`/`agt`/`atm`) | ops-warden | **Yes** — `warden sign` |
|
||||
| API key, DB password, provider token | OpenBao (`railiance-platform`) | No — route only |
|
||||
| Login / OIDC / MFA | key-cape / Keycloak | No — route only |
|
||||
| Authorization decision | flex-auth | No — route only |
|
||||
| activity-core → issue-core emission | activity-core + issue-core | No — `warden route show activity-core-issue-sink` |
|
||||
| SSH tunnel | ops-bridge (+ `cert_command` from warden) | No — route only |
|
||||
|
||||
### Anti-patterns (do not do these)
|
||||
|
||||
- `POST /messages/` to `ops-warden` asking for `ISSUE_CORE_API_KEY`, `OPENROUTER_API_KEY`, etc.
|
||||
- Inventing `warden secret`, `warden login`, `warden bao`, `warden tunnel` — they do not exist
|
||||
- Pasting secrets into Git, State Hub, workplans, logs, or chat
|
||||
|
||||
### Other capabilities (reuse-surface)
|
||||
|
||||
Non-credential capabilities are usually discovered through **reuse-surface** federation
|
||||
(`reuse-surface` registry / `capability.*` indexes). Credential routing is inlined in
|
||||
every repo's agent instructions because it is high-frequency, high-risk, and easy to
|
||||
get wrong.
|
||||
|
||||
**Canon:** `~/ops-warden/wiki/CredentialRouting.md` · catalog `~/ops-warden/registry/routing/catalog.yaml`
|
||||
|
||||
<!-- REPO-AGENTS-EXTENSIONS -->
|
||||
<!-- Append repo-specific agent instructions below this marker.
|
||||
|
|
|
|||
251
CLAUDE.md
251
CLAUDE.md
|
|
@ -1,241 +1,12 @@
|
|||
# CLAUDE.md
|
||||
# timeline-svg — Claude Code Instructions
|
||||
|
||||
This file provides guidance to Claude Code (claude.ai/code) when working with code in this repository.
|
||||
|
||||
## Overview
|
||||
|
||||
TimelineSvg is a browser-based system for generating multi-lane timelines as SVG graphics from CSV data. It processes everything client-side using vanilla JavaScript, with no build pipeline or backend required. The system uses a template-based architecture where SVG templates define the visual appearance and data is mapped through a project configuration file.
|
||||
|
||||
**Troubleshooting**: If you encounter issues during development, check `TROUBLESHOOTING.md` first. It contains solutions for common problems including npm installation failures, CORS errors, template validation issues, and more.
|
||||
|
||||
## Commands
|
||||
|
||||
### Installation
|
||||
```bash
|
||||
make install # Install development dependencies
|
||||
```
|
||||
|
||||
**Important - Node.js v24 on WSL**: If you encounter `ERR_SSL_CIPHER_OPERATION_FAILED` errors during `npm install`, this is a known issue with Node.js v24 and OpenSSL 3.x in WSL environments. The Makefile automatically applies the workaround using `NODE_OPTIONS="--openssl-legacy-provider"`. If installing manually without make:
|
||||
```bash
|
||||
export NODE_OPTIONS="--openssl-legacy-provider" && npm install
|
||||
```
|
||||
|
||||
### Testing
|
||||
```bash
|
||||
npm test # Run all tests once
|
||||
npm run test:watch # Run tests in watch mode
|
||||
npm run test:coverage # Generate coverage report
|
||||
npm run test:ui # Run Vitest UI
|
||||
```
|
||||
|
||||
The project uses Vitest with jsdom for testing. Tests are located in `/test/` and cover the generator, engine, and integration scenarios.
|
||||
|
||||
### Development
|
||||
```bash
|
||||
make serve # Start local development server (auto-detects Python/npx)
|
||||
# or manually:
|
||||
python3 -m http.server 8000
|
||||
|
||||
# Then open http://localhost:8000
|
||||
```
|
||||
|
||||
The application must be served via HTTP (not opened as file://) due to CORS restrictions when loading CSV, CSS, and SVG files.
|
||||
|
||||
### Distribution
|
||||
```bash
|
||||
make dist # Build distribution package in dist/
|
||||
make dist-zip # Build distribution and create archive
|
||||
```
|
||||
|
||||
The distribution package includes:
|
||||
- All runtime files (HTML, JS, CSS)
|
||||
- Example projects (example/, example-1/, my-project/)
|
||||
- Documentation (README.md, TEMPLATE_V2_GUIDE.md, TROUBLESHOOTING.md)
|
||||
- Startup scripts for Windows (start-server.bat) and Linux/Mac (start-server.sh)
|
||||
|
||||
Use this to deploy the application to Windows or other environments. The distribution is self-contained and requires only a web browser and Python (for the local server).
|
||||
|
||||
**For Windows deployment from WSL**: See `WINDOWS_USAGE.md` for detailed instructions on building the distribution in WSL, transferring to Windows, and running the application on Windows OS.
|
||||
|
||||
## Architecture
|
||||
|
||||
### Core Components
|
||||
|
||||
**1. engine.js** - Application controller and data loading
|
||||
- Manages project configuration loading (auto-loads from `binect/`, `my-project/`, or `example/` folders)
|
||||
- Handles CSV parsing using PapaParse library
|
||||
- Manages file uploads and overrides
|
||||
- Provides debug information panel
|
||||
- Controls view modes (internal vs external)
|
||||
- Implements zoom functionality for SVG viewer
|
||||
|
||||
**2. generator.js** - Timeline rendering engine
|
||||
- Implements template-v2 architecture
|
||||
- Extracts template elements from `<defs>` section: `month-template`, `lane-template`, `item-template`
|
||||
- Replaces placeholders with calculated values and CSV data
|
||||
- Handles layout calculations (positioning months, lanes, items)
|
||||
- Generates final SVG by cloning templates and replacing `{{MONTHS}}` and `{{LANES}}` macros
|
||||
|
||||
**3. index.html** - UI and browser entry point
|
||||
- Loads PapaParse from CDN for CSV parsing
|
||||
- Provides file upload controls
|
||||
- Contains viewer with zoom controls
|
||||
- Shows debug information panel with field mappings and data preview
|
||||
|
||||
### Data Flow
|
||||
|
||||
1. **Project Configuration** (`project.json`) defines:
|
||||
- Data source (CSV file path)
|
||||
- Stylesheet (CSS file path)
|
||||
- SVG template (template-v2.svg file path)
|
||||
- Field mappings (CSV columns → timeline fields)
|
||||
- Optional placeholder mappings (override default `ITEM_*` convention)
|
||||
- Settings (timeline duration, etc.)
|
||||
|
||||
2. **CSV Data** is parsed and mapped to timeline items:
|
||||
- Required fields: `id`, `title`, `due`, `lane`
|
||||
- Date parsing supports multiple formats: `YYYY-MM-DD`, `YYYY/MM/DD`, `DD.MM.YYYY`
|
||||
- Items without valid title or due date are filtered out
|
||||
|
||||
3. **Template System** (template-v2 architecture):
|
||||
- Templates are standard SVG files editable in Inkscape, Illustrator, or Figma
|
||||
- Three required template elements in `<defs>` section:
|
||||
- `<g id="month-template">` - Defines month column rendering
|
||||
- `<g id="lane-template">` - Defines lane/epic row rendering
|
||||
- `<g id="item-template">` - Defines individual task rendering
|
||||
- Templates contain placeholders like `{{MONTH_X}}`, `{{LANE_NAME}}`, `{{ITEM_TITLE}}`
|
||||
- Generator extracts templates, replaces placeholders, and injects into main SVG
|
||||
|
||||
4. **Placeholder System**:
|
||||
- Layout placeholders: `{{MONTH_X}}`, `{{LANE_Y}}`, `{{ITEM_X}}`, etc. (calculated by generator)
|
||||
- Data placeholders: Automatically created from CSV columns using `ITEM_{PROPERTY}` convention
|
||||
- Custom mappings: Use `placeholderMapping` in project.json to override default names (e.g., `TASK_ID` instead of `ITEM_ID`)
|
||||
- All CSV properties (except `due`) are available as placeholders in templates
|
||||
|
||||
### Key Concepts
|
||||
|
||||
**Template-v2 Architecture**: The current system (migrated from older macro-based approach) uses proper SVG template elements that are cloned and customized. This makes templates more maintainable and editable in visual SVG editors.
|
||||
|
||||
**Field Mapping**: CSV columns don't need to match exact names. The `fieldMapping` object in project.json maps CSV column names to the internal timeline model:
|
||||
```json
|
||||
{
|
||||
"fieldMapping": {
|
||||
"id": "ID", // CSV column "ID" maps to item.id
|
||||
"title": "Title", // CSV column "Title" maps to item.title
|
||||
"lane": "Lane", // CSV column "Lane" maps to item.lane
|
||||
"due": ["Due"] // CSV column "Due" maps to item.due (array for fallbacks)
|
||||
}
|
||||
}
|
||||
```
|
||||
|
||||
**Placeholder Mapping**: When templates use non-standard placeholder names (common when migrating from other tools), use `placeholderMapping` to override the default `ITEM_*` convention:
|
||||
```json
|
||||
{
|
||||
"placeholderMapping": {
|
||||
"id": "TASK_ID", // Use {{TASK_ID}} instead of {{ITEM_ID}}
|
||||
"title": "TASK_NAME" // Use {{TASK_NAME}} instead of {{ITEM_TITLE}}
|
||||
}
|
||||
}
|
||||
```
|
||||
|
||||
**Layout Constants** (generator.js:41-45): Control overall positioning
|
||||
- `left: 220` - Left margin
|
||||
- `top: 140` - Top margin
|
||||
- `monthWidth: 120` - Width of each month column
|
||||
- `laneHeight: 80` - Height of each lane/epic row
|
||||
- `laneGap: 16` - Vertical gap between lanes
|
||||
|
||||
**View Modes**:
|
||||
- Internal view: Shows item IDs (for development/review)
|
||||
- External view: Hides item IDs (for presentations/exports)
|
||||
|
||||
**Project Loading Methods**:
|
||||
- Auto-load: When served via HTTP, attempts to load from binect/, my-project/, or example/ folders
|
||||
- Folder picker: User selects entire project folder - all files load automatically (uses webkitdirectory attribute)
|
||||
- Individual files: User manually uploads project.json, then CSV/SVG/CSS separately
|
||||
|
||||
The folder picker was added to solve the browser security limitation where uploading a single project.json doesn't allow automatic access to other files in the same directory.
|
||||
|
||||
## Project Structure
|
||||
|
||||
```
|
||||
/
|
||||
├── index.html # Main application entry point
|
||||
├── engine.js # Application controller & data loading
|
||||
├── generator.js # SVG generation & template processing
|
||||
├── vitest.config.js # Test configuration
|
||||
├── test/
|
||||
│ ├── setup.js # Test environment setup
|
||||
│ ├── generator.test.js # Generator unit tests
|
||||
│ ├── engine.test.js # Engine unit tests
|
||||
│ └── integration.test.js # End-to-end tests
|
||||
├── example/ # Example project
|
||||
│ ├── project.json # Project configuration
|
||||
│ ├── sample.csv # Sample data
|
||||
│ ├── style.css # Custom styling
|
||||
│ └── template-v2.svg # SVG template
|
||||
└── TEMPLATE_V2_GUIDE.md # Comprehensive template documentation
|
||||
```
|
||||
|
||||
## Testing Guidelines
|
||||
|
||||
When writing tests:
|
||||
- Use Vitest's `describe()` and `it()` structure
|
||||
- Mock browser APIs (localStorage, fetch) using jsdom
|
||||
- Test template validation separately from rendering
|
||||
- Test date parsing for all supported formats
|
||||
- Test field mapping edge cases (missing fields, null values)
|
||||
- Integration tests should cover full project loading → CSV parsing → SVG generation flow
|
||||
|
||||
## Important Implementation Details
|
||||
|
||||
**Template Validation** (generator.js:54-70): Always validate templates before attempting to generate SVG. Check for all three required template IDs.
|
||||
|
||||
**Template Extraction** (generator.js:73-82): Use regex to extract template elements from `<defs>`. Throws error if extraction fails (indicates malformed template).
|
||||
|
||||
**XML Escaping** (generator.js:216-223): Always escape user data (titles, lane names) when injecting into SVG to prevent malformed XML.
|
||||
|
||||
**Date Parsing** (engine.js:385-408): Supports multiple formats with fallback to `new Date()`. Returns null for invalid dates, which causes items to be filtered out.
|
||||
|
||||
**Project Base Path Resolution** (engine.js:148-157): Relative paths in project.json are resolved relative to the project folder (e.g., `example/`). This enables projects to reference their own resources.
|
||||
|
||||
**Debug Information Panel**: Shows field mappings, template placeholders, and CSV preview to help diagnose configuration issues. Automatically displayed when project loads.
|
||||
|
||||
## Common Development Tasks
|
||||
|
||||
When adding new placeholder types:
|
||||
1. Add to placeholder documentation in TEMPLATE_V2_GUIDE.md
|
||||
2. Update generator.js placeholder replacement logic if needed
|
||||
3. Update example templates to demonstrate usage
|
||||
4. Add tests for the new placeholder type
|
||||
|
||||
When modifying layout:
|
||||
1. Update layout constants in generator.js:41-45
|
||||
2. Update placeholder value calculations in generateFromTemplates()
|
||||
3. Update TEMPLATE_V2_GUIDE.md with new dimensions
|
||||
4. Regenerate example SVGs to verify
|
||||
|
||||
When adding CSV field support:
|
||||
1. Update fieldMapping documentation in README.md
|
||||
2. Update example project.json files
|
||||
3. Add to processCsv() in engine.js
|
||||
4. Update generator to expose as placeholder
|
||||
5. Add tests for field mapping
|
||||
|
||||
## Template Development
|
||||
|
||||
See TEMPLATE_V2_GUIDE.md for comprehensive template creation and customization documentation. Key points:
|
||||
|
||||
- Templates must have all three required `<g id="*-template">` elements in `<defs>`
|
||||
- Use `style="display:none"` on template elements to hide them
|
||||
- All placeholders use `{{UPPERCASE_NAME}}` format
|
||||
- Templates are standard SVG - edit in any SVG editor
|
||||
- Test templates by loading them in the UI and checking debug panel
|
||||
|
||||
## Migration Notes
|
||||
|
||||
The codebase uses template-v2 architecture. Legacy template-v1 (macro-based) is deprecated. When working with old projects:
|
||||
- Convert macro-based templates to template-v2 format
|
||||
- Move template definitions into `<defs>` section
|
||||
- Update placeholder names to match conventions
|
||||
- Use `placeholderMapping` if preserving legacy placeholder names
|
||||
@SCOPE.md
|
||||
@.claude/rules/repo-identity.md
|
||||
@.claude/rules/session-protocol.md
|
||||
@.claude/rules/first-session.md
|
||||
@.claude/rules/workplan-convention.md
|
||||
@.claude/rules/stack-and-commands.md
|
||||
@.claude/rules/architecture.md
|
||||
@.claude/rules/repo-boundary.md
|
||||
@.claude/rules/credential-routing.md
|
||||
@.claude/rules/agents.md
|
||||
|
|
|
|||
Loading…
Add table
Add a link
Reference in a new issue