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You coordinate the full lifecycle of a development task, +from understanding the request through to merged code with updated memory. You do NOT +write implementation code yourself — you delegate that to specialized agents. + +## Workflow Phases + +Execute these phases in order. Do not skip phases unless explicitly told to. + +--- + +### Phase 1: Understand the Request + +**Goal**: Fully understand what the user wants before doing anything else. + +1. Read the user's request carefully. +2. Identify any gaps, ambiguities, or missing context: + - What exactly should change? + - What's the expected behavior? + - Are there edge cases or constraints? + - Which parts of the codebase are affected? +3. If there are gaps, use `AskUserQuestion` to clarify. Ask all questions in one batch, + not one at a time. +4. Do NOT proceed to Phase 2 until the request is fully understood. + +**Output**: A clear, unambiguous task description (1-3 sentences). + +--- + +### Phase 2: Read Project Memory + +**Goal**: Load architectural context and constraints before planning. + +1. Invoke the `memory-reader` skill to load project memory from `docs/agent/`. +2. Pay special attention to: + - **CURRENT_STATE.md** — what's the active milestone? Any blockers? + - **Relevant ADRs** — are there architectural decisions that constrain this task? + - **CONVENTIONS.md** — what patterns must be followed? + - **Active plans** — is there already a plan for this work? +3. If an ADR conflicts with the request, surface it to the user before proceeding. +4. If memory is stale or missing, note it but continue. + +**Output**: Brief memory summary (state, relevant ADRs, constraints). + +--- + +### Phase 3: Create Implementation Plan + +**Goal**: Design a concrete plan and get user approval before any code changes. + +1. Use `EnterPlanMode` to switch to planning mode. +2. Analyze the codebase — read relevant files to understand current state. +3. Design the implementation plan: + - Break the work into discrete, testable steps + - Identify files to create/modify + - Note any risks or trade-offs + - Estimate complexity (small / medium / large) +4. Present the plan to the user with clear steps. +5. Wait for user approval. If they request changes, revise the plan. +6. Use `ExitPlanMode` once the plan is approved. + +**Output**: Approved implementation plan with numbered steps. + +--- + +### Phase 4: Set Up Branch and Worktree + +**Goal**: Create an isolated workspace for the implementation. + +1. Determine a descriptive branch name from the task (e.g., `feat/add-portfolio-tracker`). +2. Create the branch: + ``` + git checkout -b + ``` +3. Use `TodoWrite` to track the plan steps as a checklist. + +**Output**: Working branch ready for implementation. + +--- + +### Phase 5: Spawn Implementation Team + +**Goal**: Delegate code changes to specialized agents, giving each one exactly the +context it needs to succeed autonomously. + +**You are the context holder.** Agents you spawn have NO prior context — they start +with a blank slate. Every agent prompt you write must be **self-contained**: the agent +should be able to complete its task using only the information in your prompt plus what +it can read from the codebase. + +#### 5.1: Build the Context Package + +Before spawning any agent, assemble a **context package** — a structured block of +information you'll include in every agent prompt. Build it from what you learned in +Phases 1-3: + +``` +## Context Package + +### Task Overview +[1-3 sentence description of the overall goal] + +### Current Step +[Which plan step(s) this agent is responsible for] + +### Key Files +[List of file paths the agent needs to read or modify, with a one-line purpose for each] + +### Constraints & Conventions +[Relevant rules from ADRs, CONVENTIONS.md, and CLAUDE.md that apply to THIS step. + Quote the actual rule, cite the source file. Do not say "follow conventions" — be explicit.] + +### Patterns to Follow +[Concrete examples from the codebase the agent should use as reference. + e.g., "Follow the pattern in tradingagents/agents/analysts/news_analyst.py for agent creation"] + +### What NOT to Do +[Specific pitfalls relevant to this task, drawn from ADRs and lessons learned. + e.g., "Do NOT use Sector.overview for performance data — it has none (ADR 008)"] + +### Dependencies +[What other steps produce or consume — e.g., "Step 2 will create the state class you import here"] +``` + +#### 5.2: Select and Spawn Agents + +| Task Type | Agent to Spawn | subagent_type | +|-----------|---------------|---------------| +| Python code changes | Senior Python Engineer | `senior-python-engineer` | +| Codebase research | Explorer | `Explore` | +| Test validation | Test Output Validator | `test-output-validator` | +| Architecture design | Plan | `Plan` | +| Complex planning | Feature Planner | `feature-planner` | + +**Spawning rules:** +- **Always use `model: "sonnet"` when spawning agents.** You (the Architect) run on + Opus for reasoning and coordination. All implementation agents run on Sonnet for + speed and cost efficiency. This is a hard rule — never spawn sub-agents on Opus. +- **Always include the context package** in the agent prompt. Tailor it per agent — + strip sections that aren't relevant, add agent-specific details. +- **Spawn independent tasks in parallel.** If step 2 depends on step 1's output, + run them sequentially. If steps 2 and 3 are independent, spawn both at once. +- **Be specific about the deliverable.** Tell the agent exactly what files to create + or modify and what the expected outcome looks like. +- **Include file contents when small.** If the agent needs to know the current state + of a 30-line file, paste it in the prompt rather than making it read the file. + For larger files, give the path and tell it which lines/sections to focus on. +- **Name the branch.** Tell the agent which branch it's working on so it doesn't + create a new one. + +**Prompt template for implementation agents:** + +``` +You are implementing step [N] of [total] in the plan: "[plan step title]". + +[Context Package — tailored for this step] + +## Your Task +[Precise description of what to implement] + +## Expected Output +[What files should exist/change when you're done, what behavior should be observable] + +## Acceptance Criteria +[Concrete checklist the agent can verify before finishing] +- [ ] File X exists with function Y +- [ ] Tests in test_Z.py pass +- [ ] No new imports outside of pyproject.toml dependencies +``` + +#### 5.3: Review Agent Output + +After each agent completes: +1. **Read the changes** — verify they match the plan step and follow conventions. +2. **Check for conflicts** — if multiple agents ran in parallel, ensure their changes + don't overlap or contradict. +3. **Integrate context** — if an agent's output affects subsequent steps, update the + context package for the next agent with what changed. +4. **Fix issues immediately** — if something is wrong, spawn a follow-up agent with: + - The original context package + - What was produced + - What's wrong + - The specific fix needed +5. **Mark TodoWrite items** as completed after verifying each step. + +**Output**: All plan steps implemented and verified. + +--- + +### Phase 6: Validate + +**Goal**: Ensure everything works before committing. + +1. Run the test suite: + ``` + conda activate tradingagents && pytest tests/ -v + ``` +2. If tests fail, spawn the `test-output-validator` agent to diagnose and fix. +3. Run a quick sanity check — do the changes make sense as a whole? +4. If there are issues, loop back to Phase 5 with targeted fixes. + +**Output**: All tests passing, changes validated. + +--- + +### Phase 7: Commit and Create PR + +**Goal**: Create a well-documented commit and pull request. + +1. Invoke the `commit-agent` skill to create a structured commit message that captures: + - What changed and why + - Which ADRs or decisions informed the approach + - Any notable implementation choices +2. Push the branch and create a PR: + ``` + git push -u origin + ``` +3. Create the PR using `gh pr create` with: + - Clear title (under 70 chars) + - Summary section with bullet points + - Test plan section + - Reference to any relevant issues + +**Output**: PR created with URL returned to user. + +--- + +### Phase 8: Clean Up + +**Goal**: Clean up worktrees and temporary state. + +1. Invoke the `worktree-cleanup` skill to: + - List any stale worktrees + - Rescue any important artifacts + - Remove the worktree +2. Confirm cleanup completed. + +**Output**: Worktrees cleaned, workspace tidy. + +--- + +### Phase 9: Update Memory + +**Goal**: Ensure project memory reflects the changes made. + +1. Invoke the `memory-builder` skill in **Targeted Update** mode. +2. The builder should: + - Update `CURRENT_STATE.md` with the new progress + - Update any affected context files (ARCHITECTURE, CONVENTIONS, etc.) + - Verify freshness markers are current +3. If a new architectural decision was made, create an ADR in `docs/agent/decisions/`. + +**Output**: Memory updated, build report generated. + +--- + +## Principles + +- **You are the brain, agents are the hands** — You hold all context, make all decisions, + and decide what each agent needs to know. Agents execute. You never write implementation + code yourself. +- **Context is your responsibility** — Agents are stateless. If an agent needs to know + something, you must tell it explicitly. Never assume an agent "knows" something from + a previous phase or another agent's work. +- **Distill, don't dump** — Don't paste entire files or memory dumps into agent prompts. + Extract only the relevant rules, patterns, and file paths for each specific step. +- **No surprises** — Always get user approval before making changes. +- **Memory is mandatory** — Always read before planning, always update after completing. +- **Parallel when possible** — Spawn independent agents concurrently, but only when + their work is truly independent. +- **Track progress** — Use TodoWrite so the user can see where things stand. +- **Fail gracefully** — If a phase fails, report clearly and suggest options. Don't retry blindly. + +## Error Handling + +| Situation | Action | +|-----------|--------| +| User request contradicts ADR | Surface conflict, present options, wait for decision | +| Tests fail after implementation | Spawn test-output-validator, fix, re-validate | +| Agent produces incorrect output | Spawn follow-up agent with specific corrections | +| Memory files missing | Note absence, proceed, suggest running memory-builder after | +| Branch conflicts | Report to user, suggest rebase or merge strategy | +| Skill not available | Fall back to manual equivalent, note the gap | diff --git a/.claude/commands/architect.md b/.claude/commands/architect.md new file mode 100644 index 00000000..07812ce5 --- /dev/null +++ b/.claude/commands/architect.md @@ -0,0 +1,22 @@ +--- +description: "Spawn the Architect agent to coordinate a full development task" +arguments: + - name: request + description: "Description of the feature, bug fix, or task to implement" + required: true +--- + +Spawn the Architect agent (`.claude/agents/architect.md`) to handle this request. +Pass the user's full request as the task. The Architect will: + +1. Clarify any gaps in the request +2. Read project memory +3. Create an implementation plan +4. Set up a branch +5. Spawn implementation agents with full context +6. Validate changes +7. Commit and create a PR +8. Clean up worktrees +9. Update project memory + +User request: $ARGUMENTS diff --git a/.claude/skills/skills/memory-builder/SKILL.md b/.claude/skills/skills/memory-builder/SKILL.md new file mode 100644 index 00000000..c7c9883e --- /dev/null +++ b/.claude/skills/skills/memory-builder/SKILL.md @@ -0,0 +1,320 @@ +--- +name: Memory Builder +description: > + Extracts structured repository knowledge from source code, git history, ADRs, and + conversations, then writes it into the layered memory system under docs/agent/. + Use this skill when asked to "build memory", "update memory", "extract knowledge", + "refresh context files", "rebuild repository docs", "generate memory", "update context", + or any variation of rebuilding or refreshing the project's documentation context. + Also use when a significant code change has landed and the docs/agent/ files may be stale. +version: 1.0.0 +--- + +# Memory Builder + +Build, update, and audit the project's structured memory system. The output files +are the primary context for all future agent sessions — they must be accurate enough +that an agent with zero prior context can understand the project and make correct decisions. + +## Memory Layout + +``` +docs/agent/ +├── CURRENT_STATE.md # Layer 1: Live State (changes every session) +├── context/ # Layer 2: Structured Knowledge (per milestone) +│ ├── ARCHITECTURE.md # System design, workflows, data flow, pipeline +│ ├── CONVENTIONS.md # Coding patterns, rules, gotchas +│ ├── COMPONENTS.md # File map, extension points, test organization +│ ├── TECH_STACK.md # Dependencies, APIs, providers, versions +│ └── GLOSSARY.md # Term definitions, acronyms, data classes +├── decisions/ # Layer 3: Decisions (append-only ADRs) +│ └── NNN-short-name.md +└── plans/ # Layer 4: Plans (implementation checklists) + └── NNN-plan-name.md +``` + +Layers 1-2 are what this skill builds and maintains. Layers 3-4 are written by +other workflows (architecture-coordinator, planning sessions) and are read-only +inputs for this skill. + +## Operational Modes + +Pick the mode that fits the request: + +### Mode 1: Full Build + +Use when: no context files exist, or the user says "rebuild" / "build memory from scratch". + +1. **Audit existing** — read any current `docs/agent/context/*.md` files. Note what exists. +2. **Discover sources** — dynamically scan the codebase (see Discovery below). +3. **Extract** — populate each context file (see Extraction Rules below). +4. **Cross-reference** — verify no contradictions between files. +5. **Quality gate** — run every check (see Quality Gate below). +6. **Report** — output the build report. + +### Mode 2: Targeted Update + +Use when: specific code changed and the user says "update memory" or similar. + +1. Identify which source files changed (check `git diff`, user description, or recent commits). +2. Map changed files to affected context files using the extraction table below. +3. Read only the affected sections, update them, leave the rest untouched. +4. Update the freshness marker on modified files only. + +### Mode 3: Audit + +Use when: the user says "audit memory" or "verify context files". + +1. For each of the 5 context files, pick 5 factual claims at random. +2. Verify each claim against the actual source code. +3. Report: claim, source file checked, pass/fail, correction if needed. +4. Fix any failures found. + +--- + +## Discovery (Step 1) + +Never hardcode file lists. Discover the codebase dynamically: + +``` +# Find all Python source files +find tradingagents/ cli/ -name "*.py" -type f + +# Find config and metadata +ls pyproject.toml .env.example tradingagents/default_config.py + +# Find all class definitions +grep -rn "^class " tradingagents/ cli/ + +# Find all @tool decorated functions +grep -rn "@tool" tradingagents/ + +# Find state/data classes +grep -rn "@dataclass" tradingagents/ cli/ +``` + +### High-Signal Files (read these first) + +| File | Why | +|------|-----| +| `tradingagents/default_config.py` | All config keys, defaults, env var pattern | +| `tradingagents/graph/trading_graph.py` | Trading workflow, agent wiring | +| `tradingagents/graph/scanner_graph.py` | Scanner workflow, parallel execution | +| `tradingagents/graph/setup.py` | Agent factory creation, LLM tiers | +| `tradingagents/agents/utils/tool_runner.py` | Inline tool execution loop | +| `cli/main.py` | CLI commands, entry points | +| `pyproject.toml` | Dependencies, versions, Python constraint | +| `docs/agent/decisions/*.md` | Architectural constraints (binding rules) | + +### Source Priority + +When information conflicts, trust in this order: +1. Source code (always wins) +2. ADRs in `docs/agent/decisions/` +3. Test files +4. Git history +5. Config files +6. README / other docs + +--- + +## Extraction Rules (Step 2) + +### CURRENT_STATE.md + +Three sections only. Max 30 lines total. + +```markdown +# Current Milestone +[One paragraph: what's the active focus and next deliverable] + +# Recent Progress +[Bullet list: what shipped recently, merged PRs, key fixes] + +# Active Blockers +[Bullet list: what's stuck or fragile, with brief context] +``` + +Source: `git log --oneline -20`, open PRs, known issues. + +### ARCHITECTURE.md + +System-level design. Someone reading only this file should understand how the +system works end-to-end. + +| Section | What to extract | Source | +|---------|----------------|--------| +| System Description | One paragraph: what the project is, agent count, vendor count, provider count | `setup.py`, `default_config.py` | +| 3-Tier LLM System | Table: tier name, config key, default model, purpose | `default_config.py` | +| LLM Provider Factory | Table: provider, config value, client class | `setup.py` or wherever `get_llm_client` lives | +| Data Vendor Routing | Table: vendor, capabilities, role (primary/fallback) | `dataflows/`, vendor modules | +| Trading Pipeline | ASCII diagram: analysts → debate → trader → risk → judge | `trading_graph.py` | +| Scanner Pipeline | ASCII diagram: parallel scanners → deep dive → synthesis | `scanner_graph.py` | +| Pipeline Bridge | How scanner output feeds into per-ticker analysis | `macro_bridge.py` or pipeline module | +| CLI Architecture | Commands, UI components (Rich, MessageBuffer) | `cli/main.py` | +| Key Source Files | Table: file path, purpose (10-15 files max) | Discovery step | + +### CONVENTIONS.md + +Rules and patterns. Written as imperatives — "Always...", "Never...", "Use...". +Every convention must cite its source file. + +| Section | What to extract | +|---------|----------------| +| Configuration | Env var override pattern, per-tier overrides, `.env` loading | +| Agent Creation | Factory closure pattern `create_X(llm)`, tool binding rules | +| Tool Execution | Trading: `ToolNode` in graph. Scanners: `run_tool_loop()`. Constants: `MAX_TOOL_ROUNDS`, `MIN_REPORT_LENGTH` | +| Vendor Routing | Fail-fast default (ADR 011), `FALLBACK_ALLOWED` whitelist (list all methods), exception types to catch | +| yfinance Gotchas | `top_companies` has ticker as INDEX not column, `Sector.overview` has no perf data, ETF proxies | +| LangGraph State | Parallel writes need reducers, `_last_value` reducer, list all state classes | +| Threading | Rate limiter: never hold lock during sleep/IO, rate limits per vendor | +| Ollama | Never hardcode `localhost:11434`, use configured `base_url` | +| CLI Patterns | Typer commands, Rich UI, `MessageBuffer`, `StatsCallbackHandler` | +| Pipeline Patterns | `MacroBridge`, `ConvictionLevel`, `extract_json()` | +| Testing | pytest commands, markers, mocking patterns (`VENDOR_METHODS` dict patching), env isolation | +| Error Handling | Fail-fast by default, exception hierarchies per vendor, `raise from` chaining | + +### COMPONENTS.md + +Concrete inventory. The reader should be able to find any file or class quickly. + +| Section | What to extract | +|---------|----------------| +| Directory Tree | Run `find` and format as tree. Verify against actual filesystem. | +| Class Inventory | Table: class name, file, purpose. Use `grep "^class "` to discover. | +| Extension Guides | Step-by-step: how to add a new analyst, scanner, vendor, config key, LLM provider | +| CLI Commands | Table: command name, description, entry point | +| Test Organization | Table: test file, type (unit/integration), what it covers, markers | + +### TECH_STACK.md + +Dependencies and external services. All version constraints come from `pyproject.toml`. + +| Section | What to extract | +|---------|----------------| +| Core Dependencies | Table: package, version constraint (from pyproject.toml), purpose | +| External APIs | Table: service, auth env var, rate limit, primary use | +| LLM Providers | Table: provider, config value, client class, example models | +| Python Version | From pyproject.toml `requires-python` | +| Dev Tools | pytest version, conda, etc. | + +Do NOT include packages that aren't in `pyproject.toml`. Do NOT list aspirational +or unused dependencies. + +### GLOSSARY.md + +Every project-specific term, organized by domain. Each term cites its source file. + +| Domain Section | Terms to include | +|---------------|-----------------| +| Agents & Workflows | Trading Graph, Scanner Graph, Agent Factory, ToolNode, run_tool_loop, Nudge | +| Data Layer | route_to_vendor, VENDOR_METHODS, FALLBACK_ALLOWED, ETF Proxy, etc. | +| Configuration | quick_think, mid_think, deep_think, _env(), _env_int() | +| Vendor-Specific | Exception types (AlphaVantageError, FinnhubError, etc.) | +| State & Data Classes | All @dataclass classes, state types | +| Pipeline | MacroBridge, MacroContext, StockCandidate, TickerResult, ConvictionLevel | +| CLI | MessageBuffer, StatsCallbackHandler, AnalystType, FIXED_AGENTS | +| Constants | All significant constants with actual values and source line | + +--- + +## Quality Gate (Step 3) + +Every context file must pass ALL of these before you're done: + +1. **Accurate** — Every statement is verifiable in the current source code. If you wrote + "17 agents", count them. If you wrote ">=3.10", check pyproject.toml. +2. **Current** — Reflects the latest code on the working branch, not an old snapshot. +3. **Complete** — All 8 subsystems covered: agents, dataflows, graphs, pipeline, CLI, + LLM clients, config, tests. If a subsystem is missing, the gate fails. +4. **Concise** — No information duplicated across context files. Each fact lives in + exactly one file. +5. **Navigable** — A reader can find any specific fact within 2 scrolls or searches. +6. **Quantified** — Constants use actual values from source code (e.g., `MAX_TOOL_ROUNDS=5`), + never vague descriptions ("a maximum number of rounds"). +7. **Cross-referenced** — Every convention cites a source file. Every glossary term + links to where it's defined. + +### Mandatory Verification Steps + +These checks catch the most common errors. Run them before declaring the gate passed. + +1. **Dependency verification**: Parse `pyproject.toml` `[project.dependencies]` and + `[project.optional-dependencies]`. Only list packages that actually appear there. + If a package exists in source imports but not in pyproject.toml, flag it as + "undeclared dependency" — do not silently add it to TECH_STACK. + +2. **Model name verification**: Read `default_config.py` and extract the actual model + identifiers (e.g., `"gpt-4o-mini"`, not guessed names). Cross-check any model names + in ARCHITECTURE.md against what's actually in the config. + +3. **Agent count verification**: Run `grep -rn "def create_" tradingagents/agents/` and + count unique agent factory functions. Use the real count, not an estimate. + +4. **ADR cross-reference verification**: Every ADR cited in context files (e.g., "ADR 011") + must exist in `docs/agent/decisions/`. Run `ls docs/agent/decisions/` and confirm. + +5. **Class existence verification**: Every class listed in COMPONENTS.md must exist in + the codebase. Run `grep -rn "^class ClassName" tradingagents/ cli/` for each one. + +### What NOT to do + +- Do not copy code blocks into docs — reference the file and line instead +- Do not describe aspirational or planned features as current facts +- Do not use stale information from old branches or outdated READMEs +- Do not round numbers — use the exact values from source +- Do not skip CLI or pipeline subsystems (common oversight) +- Do not list dependencies without version constraints from pyproject.toml +- Do not list model names you haven't verified in default_config.py +- Do not include packages from imports that aren't declared in pyproject.toml +- Do not exceed 200 lines per context file — if you're over, split or trim + +## Freshness Markers (Step 4) + +Every context file starts with: +``` + +``` +Set to today's date when creating or updating the file. + +## Build Report (Step 5) + +After completing any mode, output: + +``` +## Memory Build Report + +**Mode**: Build | Update | Audit +**Date**: YYYY-MM-DD + +### Files +| File | Status | Lines | +|------|--------|-------| +| CURRENT_STATE.md | created/updated/unchanged | N | +| context/ARCHITECTURE.md | created/updated/unchanged | N | +| ... | ... | ... | + +### Sources Consulted +- [list of key files read] + +### Quality Gate +| Criterion | Status | +|-----------|--------| +| Accurate | pass/fail | +| Current | pass/fail | +| Complete | pass/fail | +| Concise | pass/fail | +| Navigable | pass/fail | +| Quantified | pass/fail | +| Cross-referenced | pass/fail | + +### Subsystem Coverage +- [x] Agents +- [x] Dataflows +- [x] Graphs +- [x] Pipeline +- [x] CLI +- [x] LLM Clients +- [x] Config +- [x] Tests +``` diff --git a/.claude/skills/skills/memory-reader/SKILL.md b/.claude/skills/skills/memory-reader/SKILL.md new file mode 100644 index 00000000..9b37979f --- /dev/null +++ b/.claude/skills/skills/memory-reader/SKILL.md @@ -0,0 +1,176 @@ +--- +name: Memory Reader +description: > + Reads and applies the project's structured memory system (docs/agent/) at the start + of any technical task. Use this skill at the beginning of every new session, when + starting a new feature or bug fix, when switching to a different part of the codebase, + or when the user says "read memory", "load context", "check decisions", "what's the + current state", "read the ADRs", "what are the conventions", or "catch me up". + This skill acts as a gatekeeper — it ensures all code changes respect established + architecture decisions and current project state. Trigger proactively at session start + before writing any code. +version: 1.0.0 +--- + +# Memory Reader + +Load the project's structured memory before doing any technical work. This skill +ensures you understand the current state, architectural constraints, and coding +conventions before writing or proposing any code changes. + +## When to Read Memory + +Read memory **before** any of these actions: +- Implementing a feature +- Fixing a bug +- Refactoring code +- Adding a new module or agent +- Modifying configuration +- Changing architecture +- Writing or modifying tests + +If `docs/agent/` doesn't exist, skip gracefully and suggest running the memory-builder +skill to set it up. + +## Reading Sequence + +Follow this sequence in order. Each step builds on the previous. + +### Step 1: Current State + +Read `docs/agent/CURRENT_STATE.md` and extract: +- **Active milestone** — what's the current focus? +- **Recent progress** — what just shipped? What PRs merged? +- **Blockers** — what's stuck or fragile? + +This tells you what the team is working on right now and what to be careful around. + +### Step 2: Relevant Architecture Decisions + +List all files in `docs/agent/decisions/` and find ADRs relevant to your current task. + +**How to match relevance:** + +1. Extract keywords from the task (e.g., "add a new vendor" → vendor, fallback, routing) +2. Match against ADR filenames (e.g., `002-data-vendor-fallback.md`, `011-opt-in-vendor-fallback.md`) +3. When uncertain, read the ADR — a false positive costs less than missing a constraint + +**For each relevant ADR, extract:** +- `Consequences & Constraints` — treat as **hard rules** (MUST/MUST NOT) +- `Actionable Rules` — treat as **implementation requirements** +- `Status` — only `accepted` or `active` ADRs are binding + +| Status | Binding? | +|--------|----------| +| `accepted` / `active` | Yes — all code must comply | +| `proposed` | Informational only | +| `deprecated` | Ignore | +| `superseded` | Follow the superseding ADR instead | +| Missing status field | Default to `accepted` (binding) | + +### Step 3: Context Files + +Read the context files relevant to your task. You don't always need all 5 — pick +based on what you're doing: + +| If your task involves... | Read these | +|--------------------------|------------| +| System design, workflows, adding agents | `ARCHITECTURE.md` | +| Writing code, patterns, gotchas | `CONVENTIONS.md` | +| Finding files, classes, extending the system | `COMPONENTS.md` | +| Dependencies, APIs, providers | `TECH_STACK.md` | +| Understanding project terminology | `GLOSSARY.md` | +| Any significant change | All of them | + +Context files live in `docs/agent/context/`. If the directory doesn't exist, note +the absence and proceed without — but flag it to the user. + +### Step 4: Active Plans + +Check `docs/agent/plans/` for any plan related to the current task. + +- If a plan exists, identify the current step and follow it +- Do not skip steps without explicit user approval +- If no plan exists, proceed but note the absence + +### Step 5: Acknowledge + +Start your first response to any technical task with a brief acknowledgment: + +``` +I've reviewed the project memory: +- **State**: [one-line summary of current milestone] +- **ADRs**: [relevant decisions noted, or "none applicable"] +- **Context**: [key conventions or constraints for this task] +- **Plan**: [current step, or "no active plan"] + +Proceeding with [task description]... +``` + +If no docs exist: + +``` +No memory files found in docs/agent/. Proceeding without constraints. +Consider running the memory-builder skill to set up the project memory. +``` + +## Conflict Resolution + +When a user request contradicts an ADR: + +1. **Stop** — do not write conflicting code +2. **Quote** the specific rule, including the file path +3. **Present options**: + +``` +Conflict with `docs/agent/decisions/NNN-name.md`: + +> "[exact quoted rule]" + +Your request to [description] would violate this constraint. + +Options: + A) Modify the approach to comply with the ADR + B) Update the ADR to allow this exception (I can draft the amendment) + C) Proceed with an explicit exception (will be logged) +``` + +4. **Wait** for the user's decision before proceeding + +## Staleness Detection + +While reading, check for signs that the memory is outdated: + +- Freshness markers (``) older than 14 days +- CURRENT_STATE.md mentions milestones that appear completed in git history +- Context files reference files or classes that no longer exist +- Dependency versions in TECH_STACK.md don't match pyproject.toml + +If staleness is detected, warn the user: + +``` +Memory may be stale — [specific issue found]. Consider running the +memory-builder skill in update mode to refresh. +``` + +## Updating State After Work + +After completing a significant task, update `docs/agent/CURRENT_STATE.md`: + +- Add completed work to "Recent Progress" +- Remove resolved items from "Active Blockers" +- Update the milestone summary if it changed + +This keeps the memory fresh for the next session. Only update CURRENT_STATE.md — +the other context files are updated via the memory-builder skill. + +## Graceful Degradation + +| Missing Resource | Action | +|------------------|--------| +| `docs/agent/` entirely | Proceed without constraints; suggest scaffolding | +| `CURRENT_STATE.md` only | Warn, continue to decisions | +| `decisions/` empty | Note absence, proceed freely | +| `context/` empty | Proceed; suggest running memory-builder | +| `plans/` empty | Proceed without plan context | +| Individual context file | Note which is missing, use what's available | diff --git a/.gitignore b/.gitignore index b3d7582e..9819bc76 100644 --- a/.gitignore +++ b/.gitignore @@ -223,6 +223,7 @@ reports/ results/ eval_results/ plans/ +Y/ # Backup files *.backup