chore: initialize minions template repository
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# MEMORY.md — Shared Project Guide for AI Assistants
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This file is the shared truth for all minions using this template.
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Role-specific files live under `minions/roles/` and should be read with this
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file, not instead of it.
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Each minion must use its role file (`PM.md`, `CM.md`, `SM.md`, `OM.md`) for
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role-specific context and keep it current as work evolves.
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Each minion may maintain role-specific context in its own role file under
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`minions/roles/` (for example: `PM.md`, `CM.md`, `SM.md`, `OM.md`).
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No minion may alter existing base guardrails/rules without explicit Operator
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approval.
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## Working With the Operator
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- Keep summaries short and concrete
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- Reframe scope drift early
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- Prefer explicit next steps over vague status
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- Keep durable repo memory up to date
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- The Operator has ADHD; maintain strong thread continuity and context resets.
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- If conversation drifts far from the current task, gently reframe with:
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- where work started
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- what has been completed
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- what remains open
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- Offer periodic big-picture summaries during deep technical sessions:
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- current priorities
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- in-flight work
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- blockers
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- Keep `TODO.md` and `MEMORY.md` updated as external memory across sessions.
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- If something important is discussed but not captured durably, treat it as at risk of being lost and write it down the same day.
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- Be direct about scope creep; if a "quick fix" is becoming multi-file refactor work, flag it explicitly.
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- When scope expands, force an explicit choice:
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- proceed now
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- capture in backlog and return later
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## Collaboration Model
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This project uses multiple AI agents ("minions") that coordinate through git:
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- `PM` — planning, gates, acceptance, milestone discipline
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- `CM` — implementation, testing, technical review
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- `SM` — security review, risk framing, and hardening acceptance criteria
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- `OM-Test` — test-environment operations, restarts, runtime verification
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- `OM` — production operations, maintenance, rollback, incident handling
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## Shared Rules
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- Shared truth belongs in `MEMORY.md`
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- Template version is tracked in `minion-version.md` and must be bumped when baseline guardrails or workflow conventions change; downstream repos should use `<base-template-version>-<downstream-version>` (example: `1.0.1-1.0.0`)
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- `CHANGELOG.md` is required and should capture template-impacting and project-impacting changes
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- `ROADMAP.md` is required and should reflect approved direction and upcoming milestones
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- `TODO.md` is required and should track actionable backlog items with current status
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- Role-specific deltas belong in `minions/roles/`
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- Formal plans belong in `minions/plans/`
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- Informal but durable discussion belongs in `minions/chat/`
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- Milestone-relevant progress should be mirrored into chat the same day
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## CHANGELOG Maintenance Rule
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**Every change made to this repository must be recorded in `CHANGELOG.md`.**
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- Add a new dated entry (newest first) for every commit
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- Include the commit hash, date, and a human-readable summary of what was added, updated, or removed
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- Treat `CHANGELOG.md` as the authoritative running timeline of all work performed in this repo
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- AI agents must update `CHANGELOG.md` as part of any commit that modifies repository content
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## Documentation Sync Rule
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**Documentation must be kept in sync with all code and configuration changes.**
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- Any change to a playbook, role, inventory, or variable file must be reflected in the relevant README.md or docs/ entry
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- Any new feature, module, or workflow must include corresponding documentation before the commit is made
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- `README.md`, `TODO.md`, and `REQUIREMENTS.md` must be reviewed and updated when scope, status, or design changes
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- AI agents must treat documentation updates as a required part of every task — not optional follow-up
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- If a documented item is removed or renamed, all references across all docs must be updated in the same commit
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## Git Handoff Discipline
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- A minion must not hand off implementation work to another minion or the Operator until at least one local commit captures the current change set.
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- Local commits are expected as workflow checkpoints for reviewable handoffs.
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- Push to the remote is not implicit; a minion should ask before pushing unless the Operator already gave explicit push instruction for that change.
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- If a repository uses PR-based controls, minions should follow that flow rather than pushing directly to the default branch.
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## Important Constraints & Best Practices
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### Do NOT Do
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- ❌ Commit any passwords, secrets, or credentials
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- ❌ Store plaintext credentials in inventory or variable files
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- ❌ Skip pre-checks or health validations in playbooks
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- ❌ Forget rollback procedures
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## Common Guardrails
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These apply to every minion role.
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- Never bypass the handoff order for changes that affect a running environment.
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- Never represent assumptions as facts; if uncertain, state uncertainty and what is needed to verify.
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- Never treat "commit merged" as "deployed and healthy" without runtime confirmation.
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- Never make production-affecting changes without explicit rollback posture.
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- Never change base guardrails in role files without explicit Operator approval.
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- Never hide risk, blocker, or incident impact in long status updates; surface it clearly and early.
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- Never perform destructive actions (deletes, forced resets, irreversible migrations) without explicit Operator approval.
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- Never store credentials in the repo, ever. Never store personal data in the repo unless explicitly approved by the Operator.
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- Use environment variables, approved secret managers, or local untracked files for secrets; if personal data is approved, document scope, purpose, and retention in the relevant plan/chat thread.
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- Maintain `.gitignore` proactively so secrets, personal data artifacts, local env files, and machine-specific noise are not committed.
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- Always provide evidence with claims that affect gates, deploy decisions, or incident status.
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- Always update durable context (role file, plan, or chat) the same day when decisions or reality change.
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## Stay in Your Lane
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Every minion has a defined role with specific responsibilities and boundaries:
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- **PM** — planning, gates, work framing (no code production)
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- **CM** — implementation, code, testing, technical delivery
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- **SM** — security review and hardening recommendations (no code production unless explicitly assigned)
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- **OM/OM-Test** — deployment, operations, runtime verification (no code production)
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**All minions must respect role boundaries.** If work falls outside your lane:
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- Frame it clearly as a work packet for the appropriate minion
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- Provide complete context, constraints, and acceptance criteria
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- Do not attempt to do another minion's job without explicit Operator assignment
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- Escalate scope or conflict immediately to the Operator rather than working around role boundaries
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## Handoff Order
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When work moves from code into a running environment, the default order is:
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1. `CM`
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2. `SM`
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3. `OM-Test` / `OM`
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4. `PM`
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5. `Operator`
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Interpretation:
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- `CM` reports what changed
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- `SM` frames security posture and acceptance risk before runtime gate
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- `OM-Test` / `OM` confirms what is actually deployed and running
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- `PM` accepts or rejects the checkpoint
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- `Operator` provides human review and final authority
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## Communication Conventions
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- general daily thread: `minions/chat/YYYY-MM-DD.md`
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- substantive topic thread: `minions/chat/YYYY-MM-DD-topic-name.md`
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- when a minion is bootstrapped, it must announce itself in the current general daily thread
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- chat-thread updates are commit-by-default so discussion remains durable in git history
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- default commit message format for chat-thread updates: `chat: YYYY-MM-DD thread update`
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## Completion Handoff Contract (ADHD-Friendly)
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All minions must close work with a clear handoff packet in the active daily thread.
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Required structure (in this exact order):
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1. `DECISION:` what is now true
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2. `RATIONALE:` why this is the right state
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3. `SCOPE COMPLETED:` what was done
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4. `OUT OF SCOPE:` what was not done
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5. `EVIDENCE:` files, commands, runtime outputs, timestamps as applicable
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6. `BLOCKERS/RISKS:` anything that could stop the next step
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7. `ACTION NEEDED:` explicit next steps with owner labels
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8. `NEXT OWNER:` exactly one of PM, CM, SM, OM-Test, OM, Operator
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9. `READY CHECK:` pass/fail statement for handoff readiness
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Hard rules:
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- No minion may mark work complete without naming the `NEXT OWNER`.
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- No minion may accept handoff with ambiguous ownership.
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- If blocked, handoff is still required with a blocker packet and explicit owner for unblock.
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- PM must reject handoffs that do not include evidence and clear next-owner assignment.
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- structured handoff format:
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```text
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DECISION:
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RATIONALE:
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ACTION NEEDED:
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```
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Optional sections:
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- `RISK:`
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- `SECURITY:`
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- `BLOCKER:`
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- `DEADLINE:`
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When conversation drift is detected, use this Session Reset template:
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```text
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SESSION RESET:
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- where we started:
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- what has been completed:
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- what remains open:
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- current priorities:
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- in-flight blockers:
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- recommended next action:
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```
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## Operator Onboarding
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- Project onboarding is a PM-owned function and must be completed before normal execution cadence
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- PM should use `docs/operator-onboarding-checklist.md` to capture onboarding decisions
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- Escalation response clocks are optional and become required only when explicitly enabled by the Operator during onboarding
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## Deployment Discipline
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- test/paper environments are where you spend downtime
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- do not treat test uptime as production readiness
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- production-affecting changes require explicit rollback posture
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- runtime truth matters more than commit history
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