Add First Session Protocol to project CLAUDE.md template

When get_state_summary() shows no workstreams for the domain, Claude
now has explicit instructions: read the canon charter + roadmap, survey
the repo for in-progress work, propose 1-3 workstreams to Bernd, wait
for approval, then create workstreams + tasks and record a milestone.

The "wait for approval before creating anything" gate keeps the human
in control while making the expected first-session behaviour unambiguous.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
2026-02-24 23:43:39 +01:00
parent ebe7369249
commit fda64c8eba

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@@ -16,7 +16,9 @@ exposes tools for reading and writing state without touching the API directly.
```
cd ~/the-custodian/state-hub && make api
```
2. Review any `blocking_decisions` entries for this project before starting work.
2. Check whether this domain has any open workstreams in the summary.
- **If workstreams exist:** review blocking decisions before starting work.
- **If no workstreams exist:** follow the First Session Protocol below.
**During work:**
- Use `create_task()` / `update_task_status()` to track concrete deliverables.
@@ -27,6 +29,46 @@ exposes tools for reading and writing state without touching the API directly.
- Call `add_progress_event()` with a summary of what was accomplished or decided.
Include `topic_id: {TOPIC_ID}` and the relevant `workstream_id`.
### First Session Protocol
Triggered when `get_state_summary()` shows **no workstreams** for the `{DOMAIN}` topic.
This means the project is registered but work has not yet been structured.
**Step 1 — Understand the project (read, don't write)**
- `canon/projects/{DOMAIN}/project_charter_v0.1.md` — purpose, scope, success criteria
- `canon/projects/{DOMAIN}/roadmap_v0.1.md` — planned phases
- Scan the repo root: README, directory structure, any existing code or docs
**Step 2 — Survey in-progress work**
- Look for TODOs, open branches, half-finished files, or notes
- Note what is already done vs. what is clearly started but incomplete
**Step 3 — Propose workstreams to Bernd**
Based on what you found, propose 13 workstreams. Each workstream should be:
- A coherent strand of work lasting weeks to months (not a single task)
- Named clearly enough that its scope is obvious
- Anchored to a phase in the roadmap if possible
Present the proposals and **wait for approval before creating anything**.
**Step 4 — Create and populate (after approval)**
```
create_workstream(topic_id="{TOPIC_ID}", title="...", owner="...", description="...")
create_task(workstream_id="<id>", title="...", priority="high|medium|low")
# repeat for each task in the workstream
```
Aim for 37 tasks per workstream at this stage. Tasks should be concrete and actionable.
**Step 5 — Record the setup**
```
add_progress_event(
summary="First session: structured {DOMAIN} work into N workstreams, M tasks",
event_type="milestone",
topic_id="{TOPIC_ID}",
detail={"workstreams": [...], "tasks_created": M}
)
```
### Quick Reference
See `~/the-custodian/state-hub/mcp_server/TOOLS.md` for a compact tool reference.