established rules

.claude/rules/agents.md

@@ -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.

.claude/rules/architecture.md

@@ -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

.claude/rules/first-session.md

@@ -0,0 +1,38 @@
+## First Session Protocol
+
+Triggered when `get_domain_summary("infotech")` shows **no workstreams**.
+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 workstreams to Bernd**
+Propose 1–3 workstreams — 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)**
+```
+workplans/AGENTIC-WP-NNNN-<slug>.md   ← write this first
+```
+Then register in the hub:
+```
+create_workstream(topic_id="f39fa2a3-c491-414c-a91b-b4c5fcc6139c", title="...", owner="...", description="...")
+create_task(workstream_id="<id>", title="...", priority="high|medium|low")
+```
+
+**Step 5 — Record the setup**
+```
+add_progress_event(
+    summary="First session: structured infotech into N workstreams, M tasks",
+    event_type="milestone",
+    topic_id="f39fa2a3-c491-414c-a91b-b4c5fcc6139c",
+    detail={"workstreams": [...], "tasks_created": M}
+)
+```
+
+<!-- Delete or archive this file once past first session -->

.claude/rules/repo-boundary.md

@@ -0,0 +1,8 @@
+## Repo boundary
+
+This repo owns **agentic-resources** only. It does not own:
+
+<!-- TODO: List what belongs in adjacent repos, e.g.:
+- SSH key management → railiance-infra/
+- State hub code     → state-hub/
+-->

.claude/rules/repo-identity.md

@@ -0,0 +1,5 @@
+**Purpose:** Iterating towards optimal agentic performance.
+
+**Domain:** infotech
+**Repo slug:** agentic-resources
+**Topic ID:** f39fa2a3-c491-414c-a91b-b4c5fcc6139c

.claude/rules/session-protocol.md

@@ -0,0 +1,85 @@
+## 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="agentic-resources", 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=agentic-resources&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 workstreams** for `infotech` — title, task counts, blocking decisions
+2. **Pending tasks** from `workplans/` + any `[repo:agentic-resources]` 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 workstreams: 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).
+
+**Session close:**
+With MCP tools:
+```
+add_progress_event(summary="...", topic_id="f39fa2a3-c491-414c-a91b-b4c5fcc6139c", workstream_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":"f39fa2a3-c491-414c-a91b-b4c5fcc6139c","workstream_id":"<uuid>","event_type":"note","summary":"what changed","author":"codex"}'
+```
+If workplan files were modified, ensure the local copy is up to date first:
+```bash
+git -C <repo_path> pull --ff-only
+cd ~/state-hub && make fix-consistency REPO=agentic-resources
+```
+For repos where implementation runs on a remote machine (e.g. CoulombCore),
+use the combined target which pulls before fixing:
+```bash
+cd ~/state-hub && make fix-consistency-remote REPO=agentic-resources
+```
+**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.

.claude/rules/stack-and-commands.md

@@ -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)
+```

.claude/rules/workplan-convention.md

@@ -0,0 +1,40 @@
+## Workplan Convention (ADR-001)
+
+File location: `workplans/AGENTIC-WP-NNNN-<slug>.md`
+ID prefix: `AGENTIC-WP-`
+
+Work items originate as files in this repo **before** being registered in the hub.
+
+Canonical workplan/workstream 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-AGENTIC-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
+`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:agentic-resources]` hub tasks —
+visible at session start. Pick one up by creating the workplan file, then registering
+the workstream.
+
+Task blocks use this shape:
+
+```task
+id: AGENTIC-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.
+
+<!-- Ralph Loop rules and HEUREKA sequence: ~/.claude/CLAUDE.md — do not duplicate here -->

AGENTS.md

@@ -4,50 +4,13 @@
 
 **Purpose:** Iterating towards optimal agentic performance.
 
-**Domain:** helix_forge
+**Domain:** infotech
 **Repo slug:** agentic-resources
 **Topic ID:** `f39fa2a3-c491-414c-a91b-b4c5fcc6139c`
 **Workplan prefix:** `AGENTIC-WP-`
 
 ---
 
-## Dev Workflow
-
-The deliverable code lives in `session_memory/` (the Helix Forge coding-session
-memory system). It is **pure-stdlib Python 3.11+** — `tomllib`, `sqlite3`,
-`dataclasses`; no third-party runtime dependencies and no build step. `pytest` is
-the only dev dependency. Run everything from the repo root.
-
-| Need | Command |
-|------|---------|
-| Python | `python3` (3.11+ required for `tomllib`; developed on 3.12) |
-| Install deps | none at runtime; for tests: `pip install pytest` (or `uv pip install pytest`) |
-| Test | `python3 -m pytest` (full suite) · `python3 -m pytest tests/test_curate_review.py` (one file) · `-q` for quiet |
-| Lint / build | none configured — keep changes matching surrounding style |
-| Run: ingest sweep | `python3 -m session_memory.ingest` (`--dry-run`, `--config PATH`) |
-| Run: detect | `python3 -m session_memory.detect` (`--json`, `--min-frequency N`) |
-| Run: curate | `python3 -m session_memory.curate` (`--auto-approve`, `--json`) |
-| Config | `session_memory/config.toml`; local store under `session_memory/.store/` (gitignored) |
-
-**Verify a change before declaring it done:** run `python3 -m pytest` (expect all
-green), and for pipeline changes do a live `ingest → detect → curate` pass against
-the local store. See `session_memory/README.md` for the full layout and the
-detect → curate → distribute flow.
-
-### Editing files — Read before you Edit
-
-**Read a file (or the region you'll touch) before Edit/Write.** The most common
-error across our own captured coding sessions was *"File has not been read yet.
-Read it first before writing to it"* — 12 of 27 real sessions, 8 repos
-(`docs/ASSESSMENT-infra-friction.md`). Two cheap reflexes eliminate it:
-
-- **Read → then Edit/Write.** Don't blind-write a file you haven't read this
-  session; the edit tools reject it and the retry wastes a turn.
-- **On `File has been modified since read`, re-Read then re-Edit.** A stale read
-  means the file changed under you — refresh before retrying, don't loop.
-
----
-
 ## State Hub Integration
 
 The Custodian State Hub tracks work across all domains. Interact via HTTP REST —
@@ -188,6 +151,11 @@ every repo's agent instructions because it is high-frequency, high-risk, and eas
 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.
+     The state-hub template sync preserves content after this line. -->
+
 ---
 
 ## Workplan Convention (ADR-001)
@@ -213,7 +181,7 @@ anything needing analysis, design, approval, dependencies, or multiple phases.
 id: AGENTIC-WP-NNNN
 type: workplan
 title: "..."
-domain: helix_forge
+domain: infotech
 repo: agentic-resources
 status: proposed | ready | active | blocked | backlog | finished | archived
 owner: codex

CLAUDE.md

@@ -0,0 +1,12 @@
+# agentic-resources — Claude Code Instructions
+
+@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