@open-agent-toolkit/cli 0.0.10

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Files changed (797) hide show
  1. package/README.md +50 -0
  2. package/assets/agents/oat-codebase-mapper.md +275 -0
  3. package/assets/agents/oat-reviewer.md +350 -0
  4. package/assets/agents/skeptical-evaluator.md +126 -0
  5. package/assets/docs/contributing/code.md +95 -0
  6. package/assets/docs/contributing/commit-conventions.md +41 -0
  7. package/assets/docs/contributing/design-principles.md +124 -0
  8. package/assets/docs/contributing/documentation.md +69 -0
  9. package/assets/docs/contributing/hooks-and-safety.md +31 -0
  10. package/assets/docs/contributing/index.md +18 -0
  11. package/assets/docs/contributing/markdown-features.md +117 -0
  12. package/assets/docs/contributing/skills.md +68 -0
  13. package/assets/docs/guide/cli-reference.md +211 -0
  14. package/assets/docs/guide/concepts.md +88 -0
  15. package/assets/docs/guide/configuration.md +130 -0
  16. package/assets/docs/guide/documentation/commands.md +157 -0
  17. package/assets/docs/guide/documentation/index.md +27 -0
  18. package/assets/docs/guide/documentation/quickstart.md +164 -0
  19. package/assets/docs/guide/documentation/workflows.md +67 -0
  20. package/assets/docs/guide/getting-started.md +63 -0
  21. package/assets/docs/guide/ideas/index.md +34 -0
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  24. package/assets/docs/guide/provider-sync/commands.md +100 -0
  25. package/assets/docs/guide/provider-sync/config.md +77 -0
  26. package/assets/docs/guide/provider-sync/index.md +65 -0
  27. package/assets/docs/guide/provider-sync/manifest-and-drift.md +55 -0
  28. package/assets/docs/guide/provider-sync/providers.md +67 -0
  29. package/assets/docs/guide/provider-sync/scope-and-surface.md +64 -0
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  129. package/assets/skills/oat-project-subagent-implement/examples/pattern-hill-checkpoint.md +110 -0
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  134. package/assets/skills/oat-project-subagent-implement/tests/fixtures/sample-plan.md +234 -0
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@@ -0,0 +1,155 @@
1
+ ---
2
+ name: oat-pjm-add-backlog-item
3
+ version: 1.0.0
4
+ description: Use when a new repo backlog item needs to be captured in the file-per-item backlog structure. Creates the item file, regenerates the index, and prompts for curated overview updates.
5
+ disable-model-invocation: true
6
+ user-invocable: true
7
+ allowed-tools: Read, Write, Bash, Glob, Grep, AskUserQuestion
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+ ---
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+
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+ # Add Backlog Item
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+
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+ Create a new file-backed backlog item under `.oat/repo/reference/backlog/items/` and refresh the generated backlog index.
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+
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+ ## Mode Assertion
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+
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+ **OAT MODE: Repo Backlog Capture**
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+
18
+ **Purpose:** Capture backlog work in the canonical file-per-item structure with consistent frontmatter, generated IDs, and refreshed index state.
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+
20
+ ## Progress Indicators (User-Facing)
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+
22
+ When executing this skill, provide lightweight progress feedback so the user can tell what’s happening after they confirm.
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+
24
+ - Print a phase banner once at start using horizontal separators, e.g.:
25
+
26
+ ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
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+ OAT ▸ ADD BACKLOG ITEM
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+ ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
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+
30
+ - Before multi-step work, print short step indicators, e.g.:
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+ - `[1/4] Resolving item details…`
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+ - `[2/4] Generating ID + populating template…`
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+ - `[3/4] Regenerating backlog index…`
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+ - `[4/4] Updating curated overview guidance…`
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+
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+ ## Process
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+
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+ ### Step 1: Resolve Inputs
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+
40
+ Collect the item details from the user or surrounding context:
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+
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+ - Title
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+ - Description / context
44
+ - Acceptance criteria
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+ - Optional labels, priority, scope, assignee, and related issue refs
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+
47
+ If the title is missing, ask the user.
48
+ If the description is missing, ask for 1-3 sentences of context.
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+
50
+ ### Step 2: Ensure Backlog Scaffold
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+
52
+ Before generating IDs or editing backlog files, run:
53
+
54
+ ```bash
55
+ oat backlog init
56
+ ```
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+
58
+ This command is idempotent. Use it even in existing repos so the canonical backlog scaffold and exact managed index markers are present before `oat backlog regenerate-index` runs.
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+
60
+ Do not hand-create the managed marker block in `backlog/index.md`. The scaffold writes the exact markers required by the CLI:
61
+
62
+ ```md
63
+ <!-- OAT BACKLOG-INDEX -->
64
+ <!-- END OAT BACKLOG-INDEX -->
65
+ ```
66
+
67
+ ### Step 3: Prepare Paths and Filename
68
+
69
+ 1. Derive a kebab-case slug from the title.
70
+ 2. Set the output path:
71
+
72
+ ```bash
73
+ ITEM_PATH=".oat/repo/reference/backlog/items/{slug}.md"
74
+ ```
75
+
76
+ 3. If the file already exists, ask the user whether to overwrite it or pick a different slug.
77
+
78
+ ### Step 4: Generate ID
79
+
80
+ Run:
81
+
82
+ ```bash
83
+ oat backlog generate-id "{slug}"
84
+ ```
85
+
86
+ Use the returned `bl-XXXX` value as the backlog item ID.
87
+
88
+ If the initial hash collides with an existing backlog item ID, the CLI should retry with a disambiguated seed until it returns an unused ID. If the command reports a duplicate or collision issue, do not continue writing the item until the generated ID is unique across `backlog/items/*.md`.
89
+
90
+ ### Step 5: Copy Template and Fill Frontmatter
91
+
92
+ 1. Use `.oat/templates/backlog-item.md` as the source template.
93
+ 2. Fill:
94
+ - `id`
95
+ - `title`
96
+ - `created`
97
+ - `updated`
98
+ - `status` (default `open`)
99
+ - `priority` (default `medium` unless the user says otherwise)
100
+ - `scope` (default `task` unless the user says otherwise)
101
+ - `labels`
102
+ - `assignee`
103
+ - `associated_issues`
104
+ 3. The agent should propose an initial `scope_estimate` based on the described work, then ask the user to confirm or adjust it.
105
+ 4. Write the item body with:
106
+ - `## Description`
107
+ - `## Acceptance Criteria`
108
+
109
+ ### Step 6: Write the Backlog Item
110
+
111
+ Write the completed file to:
112
+
113
+ ```bash
114
+ .oat/repo/reference/backlog/items/{slug}.md
115
+ ```
116
+
117
+ Use the template field order from `.oat/templates/backlog-item.md`.
118
+
119
+ ### Step 7: Regenerate Managed Index
120
+
121
+ Run:
122
+
123
+ ```bash
124
+ oat backlog regenerate-index
125
+ ```
126
+
127
+ This refreshes the managed table inside `.oat/repo/reference/backlog/index.md`.
128
+
129
+ ### Step 8: Update Curated Overview
130
+
131
+ Read `.oat/repo/reference/backlog/index.md` and update the `## Curated Overview` section with a brief human-written note when helpful, for example:
132
+
133
+ - New theme added to the backlog
134
+ - Priority or sequencing implications
135
+ - Linkage to an active OAT project
136
+
137
+ Do not edit inside the managed marker section.
138
+
139
+ ### Step 9: Summarize to the User
140
+
141
+ Report:
142
+
143
+ - Item file path
144
+ - Generated backlog ID
145
+ - Confirmed scope estimate
146
+ - Whether the managed index was regenerated
147
+ - Any curated overview note that was added
148
+
149
+ ## Success Criteria
150
+
151
+ - New item file exists under `.oat/repo/reference/backlog/items/`
152
+ - Item includes populated frontmatter and both required body sections
153
+ - `scope_estimate` was proposed and confirmed
154
+ - `oat backlog regenerate-index` ran successfully
155
+ - `.oat/repo/reference/backlog/index.md` remains valid, with managed section untouched except by regeneration
@@ -0,0 +1,171 @@
1
+ ---
2
+ name: oat-pjm-review-backlog
3
+ version: 1.0.0
4
+ description: Use when prioritizing the file-backed repo backlog or evaluating roadmap alignment. Produces value-effort ratings, dependency mapping, and execution recommendations.
5
+ argument-hint: '[backlog-root] [--roadmap=<path>] [--output=<path>]'
6
+ disable-model-invocation: true
7
+ allowed-tools: Read, Write, Glob, Grep, Bash(git:*), AskUserQuestion, Task
8
+ user-invocable: true
9
+ ---
10
+
11
+ # Review Backlog
12
+
13
+ Analyze the file-backed backlog under `.oat/repo/reference/backlog/` to produce a structured review with value-effort ratings, dependency graph, parallel work lanes, and a recommended execution sequence. Optionally cross-reference a roadmap to identify alignment gaps.
14
+
15
+ ## Mode Assertion
16
+
17
+ **OAT MODE: Backlog Review**
18
+
19
+ **Purpose:** Review active backlog item files, evaluate roadmap alignment, and recommend a practical execution order.
20
+
21
+ ## Progress Indicators (User-Facing)
22
+
23
+ When executing this skill, provide lightweight progress feedback so the user can tell what’s happening after they confirm.
24
+
25
+ - Print a phase banner once at start using horizontal separators, e.g.:
26
+
27
+ ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
28
+ OAT ▸ REVIEW BACKLOG
29
+ ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
30
+
31
+ - Before multi-step work, print short step indicators, e.g.:
32
+ - `[1/5] Resolving backlog inputs…`
33
+ - `[2/5] Cataloging backlog items…`
34
+ - `[3/5] Reading codebase context…`
35
+ - `[4/5] Writing review document…`
36
+ - `[5/5] Summarizing recommendations…`
37
+
38
+ ## Arguments
39
+
40
+ Parse from `$ARGUMENTS`:
41
+
42
+ - **backlog-root**: (optional) Path to the backlog root directory. Defaults to `.oat/repo/reference/backlog/`.
43
+ - **--roadmap=\<path\>**: (optional) Path to a roadmap document for alignment analysis.
44
+ - **--output=\<path\>**: (optional) Where to write the review. Defaults to `.oat/repo/reviews/backlog-and-roadmap-review.md`.
45
+
46
+ ## Process
47
+
48
+ ### Step 1: Locate Inputs
49
+
50
+ **Backlog root:**
51
+
52
+ 1. If `backlog-root` is provided, use it directly.
53
+ 2. Otherwise, default to `.oat/repo/reference/backlog/`.
54
+ 3. Confirm these inputs exist:
55
+ - `backlog/index.md`
56
+ - `backlog/items/*.md`
57
+ - `backlog/completed.md`
58
+ 4. If multiple candidate roots are found, ask the user to pick.
59
+
60
+ **Roadmap document (optional):**
61
+
62
+ 1. If `--roadmap` is provided, use it directly.
63
+ 2. Otherwise, look for `.oat/repo/reference/roadmap.md`.
64
+ 3. Ask the user whether to include roadmap alignment if a roadmap is available.
65
+
66
+ **Output path:**
67
+
68
+ 1. If `--output` is provided, use it directly.
69
+ 2. Otherwise, default to `.oat/repo/reviews/backlog-and-roadmap-review.md`.
70
+
71
+ ### Step 2: Read and Catalog Backlog Items
72
+
73
+ Read all active backlog item files from `backlog/items/*.md`.
74
+
75
+ For each item, capture:
76
+
77
+ - **ID**: Use the item frontmatter `id` when present; if missing, assign a stable sequential review ID (`B01`, `B02`, ...)
78
+ - **Title**: Frontmatter `title`
79
+ - **Priority**: Frontmatter `priority`
80
+ - **Scope**: Frontmatter `scope`
81
+ - **Status**: Frontmatter `status`
82
+ - **Labels / assignee / linked issues**: Any relevant frontmatter context
83
+ - **Notes/context**: Key details from `## Description` and `## Acceptance Criteria`
84
+
85
+ Also read:
86
+
87
+ - `backlog/index.md` for curated overview notes
88
+ - `backlog/completed.md` for recent completions
89
+ - `backlog/archived/*.md` only when historical context is needed for an active item
90
+
91
+ ### Step 3: Understand Codebase Context
92
+
93
+ Before rating items, build enough context to assess effort accurately:
94
+
95
+ 1. Read relevant codebase areas referenced by backlog item files.
96
+ 2. Check existing CLI, skills, templates, and reference docs to understand reusable patterns.
97
+ 3. Note dependencies implied by current implementation state.
98
+
99
+ Use the Explore agent for broad codebase exploration if needed. Use direct Read/Glob/Grep for targeted lookups.
100
+
101
+ ### Step 4: Rate Each Item
102
+
103
+ For each active backlog item, assess:
104
+
105
+ **Value** (High / Medium / Low):
106
+
107
+ - **High**: Unblocks other items, significant workflow impact, or roadmap-critical
108
+ - **Medium**: Improves consistency or quality but does not block other work
109
+ - **Low**: Nice-to-have, speculative, or narrow audience
110
+
111
+ **Effort** (High / Medium / Low):
112
+
113
+ - **High**: > 3 days, broad or cross-cutting work
114
+ - **Medium**: 1-3 days, moderate complexity, well-scoped
115
+ - **Low**: < 1 day, isolated and straightforward
116
+
117
+ **Quadrant** (derived):
118
+
119
+ - **Quick Win**
120
+ - **Strategic**
121
+ - **Fill-in**
122
+ - **Avoid / Defer**
123
+
124
+ Provide a brief rationale for each rating.
125
+
126
+ ### Step 5: Map Dependencies and Parallel Lanes
127
+
128
+ For each item, identify:
129
+
130
+ - Hard dependencies
131
+ - Soft dependencies
132
+ - What it blocks
133
+
134
+ Then group items into independent parallel lanes and organize them into recommended execution waves.
135
+
136
+ ### Step 6: Roadmap Alignment
137
+
138
+ If a roadmap was provided:
139
+
140
+ 1. Map backlog item files to roadmap horizons or phases.
141
+ 2. Identify roadmap work with no backlog coverage.
142
+ 3. Identify backlog items not represented on the roadmap.
143
+ 4. Check whether roadmap status wording is consistent with active backlog reality.
144
+
145
+ ### Step 7: Write the Review Document
146
+
147
+ Use the template at `.agents/skills/oat-pjm-review-backlog/references/backlog-review-template.md`.
148
+
149
+ Ensure:
150
+
151
+ - Every active backlog item file appears in the item catalog
152
+ - Dependency graph and parallel lanes are explicit
153
+ - Execution waves are actionable
154
+ - Roadmap alignment is included when applicable
155
+
156
+ ### Step 8: Summarize for the User
157
+
158
+ After writing the review, provide:
159
+
160
+ - Total active items reviewed
161
+ - Distribution across quadrants
162
+ - Top 3 recommended next actions
163
+ - Key risks or gaps discovered
164
+
165
+ ## Success Criteria
166
+
167
+ - Every active backlog item file has a value-effort rating with rationale
168
+ - Dependencies are explicitly mapped
169
+ - Parallel lanes and execution waves are actionable
170
+ - Roadmap alignment gaps are surfaced when roadmap input is present
171
+ - Output document follows the review template structure
@@ -0,0 +1,172 @@
1
+ # Backlog & Roadmap Review
2
+
3
+ **Date:** {YYYY-MM-DD}
4
+ **Scope:** {Description of what was reviewed, e.g., "All items in backlog.md (Inbox + Planned)"}
5
+ **Roadmap:** {Path to roadmap if included, or "N/A"}
6
+ **Purpose:** Prioritize by value/effort, surface dependencies, and recommend an execution sequence
7
+
8
+ ---
9
+
10
+ ## 1. Executive Summary
11
+
12
+ The backlog contains **{N} items** ({breakdown by section}) spanning {N} themes:
13
+
14
+ | Theme | Count | Key Observation |
15
+ | ------------ | ----- | ------------------- |
16
+ | {Theme name} | {N} | {Brief observation} |
17
+ | ... | ... | ... |
18
+
19
+ **Top-line recommendations:**
20
+
21
+ 1. {Most important recommendation}
22
+ 2. {Second recommendation}
23
+ 3. {Third recommendation}
24
+
25
+ ---
26
+
27
+ ## 2. Item Catalog
28
+
29
+ ### Rating Key
30
+
31
+ | Rating | Value | Effort |
32
+ | ---------- | ------------------------------------------------------------------------------ | ------------------------------------------------ |
33
+ | **High** | Unblocks other items, daily workflow impact, or product milestone prerequisite | > 3 days, high complexity, or touches many files |
34
+ | **Medium** | Improves quality/consistency but not blocking | 1-3 days, moderate complexity |
35
+ | **Low** | Nice-to-have or future-facing | < 1 day, straightforward, isolated change |
36
+
37
+ ### Priority Quadrants
38
+
39
+ ```
40
+ High Value
41
+ |
42
+ STRATEGIC | QUICK WIN
43
+ (plan carefully)| (do first)
44
+ |
45
+ High Effort ----------+---------- Low Effort
46
+ |
47
+ AVOID / | FILL-IN
48
+ DEFER | (slot into gaps)
49
+ |
50
+ Low Value
51
+ ```
52
+
53
+ ---
54
+
55
+ <!-- Repeat this block for each backlog item -->
56
+
57
+ ### {BNN} - {Item Title}
58
+
59
+ > {One-line description of the item}
60
+
61
+ | Dimension | Rating | Rationale |
62
+ | ------------ | --------------------------------------------- | ------------------------ |
63
+ | **Value** | **{High/Medium/Low}** | {Why this value rating} |
64
+ | **Effort** | **{High/Medium/Low}** | {Why this effort rating} |
65
+ | **Quadrant** | **{Quick Win / Strategic / Fill-in / Avoid}** | |
66
+
67
+ - **Dependencies:** {What this item depends on, or "None"}
68
+ - **Blocked by:** {Item IDs, or "Nothing"}
69
+ - **Blocks:** {Item IDs this unblocks, or "Nothing"}
70
+
71
+ ---
72
+
73
+ <!-- End of per-item block -->
74
+
75
+ ## 3. Dependency Graph
76
+
77
+ ```
78
+ Legend: ──▶ hard dependency (must complete first)
79
+ - -▶ soft dependency (beneficial but not required)
80
+
81
+ {Render the full dependency graph here}
82
+
83
+ {Group independent items at the bottom}
84
+ {item} [independent]
85
+ ```
86
+
87
+ ---
88
+
89
+ ## 4. Parallel Lanes
90
+
91
+ These are independent work streams that can be tackled concurrently without conflicts.
92
+
93
+ ### Lane {A}: {Lane Name}
94
+
95
+ {Brief description of this work stream}
96
+
97
+ ```
98
+ {Item sequence with arrows showing internal ordering}
99
+ ```
100
+
101
+ **Total estimated effort:** {Low/Medium/High}
102
+ **Cross-lane dependencies:** {Any connections to other lanes}
103
+
104
+ <!-- Repeat for each lane -->
105
+
106
+ ---
107
+
108
+ ## 5. Recommended Execution Order
109
+
110
+ ### Wave {N}: {Wave Name}
111
+
112
+ | Order | Item | Effort | Rationale |
113
+ | ----- | ------------------- | -------------- | --------- |
114
+ | {Na} | **{BNN}** - {Title} | {Low/Med/High} | {Why now} |
115
+ | ... | ... | ... | ... |
116
+
117
+ **Parallelism:** {Which items in this wave can run in parallel}
118
+
119
+ <!-- Repeat for each wave -->
120
+
121
+ ### Deferred
122
+
123
+ | Item | Rationale |
124
+ | ------------------- | -------------- |
125
+ | **{BNN}** - {Title} | {Why deferred} |
126
+
127
+ ---
128
+
129
+ ## 6. Roadmap Alignment
130
+
131
+ <!-- Include this section only if a roadmap was provided -->
132
+
133
+ ### How backlog items map to roadmap phases
134
+
135
+ | Roadmap Phase | Status | Backlog Items | Notes |
136
+ | ------------- | -------- | --------------- | ------- |
137
+ | {Phase name} | {Status} | {BNN, BNN, ...} | {Notes} |
138
+ | ... | ... | ... | ... |
139
+
140
+ ### Gaps: Roadmap items without backlog coverage
141
+
142
+ | Roadmap Item | Phase | Recommendation |
143
+ | ------------ | ------- | ------------------------------------------- |
144
+ | {Item} | {Phase} | {Add backlog item? Defer? Already covered?} |
145
+
146
+ ### Orphans: Backlog items not on the roadmap
147
+
148
+ | Backlog Item | Recommendation |
149
+ | ------------------- | -------------------------------------------- |
150
+ | **{BNN}** - {Title} | {Add to roadmap? Keep as standalone? Defer?} |
151
+
152
+ ---
153
+
154
+ ## 7. Observations & Recommendations
155
+
156
+ ### Strategic observations
157
+
158
+ 1. {Key insight about the backlog shape, sequencing, or priorities}
159
+ 2. {Second insight}
160
+ 3. ...
161
+
162
+ ### Risks
163
+
164
+ | Risk | Mitigation |
165
+ | ------------------ | ----------------- |
166
+ | {Risk description} | {How to mitigate} |
167
+
168
+ ### Quick wins to tackle immediately
169
+
170
+ 1. **{BNN}** - {Title} ({effort}, {why it's a quick win})
171
+ 2. ...
172
+ 3. ...
@@ -0,0 +1,128 @@
1
+ ---
2
+ name: oat-pjm-update-repo-reference
3
+ version: 1.0.0
4
+ description: Use when OAT implementation changes and the repo backlog, roadmap, and reference docs need to be synchronized with the file-per-item project-management structure.
5
+ disable-model-invocation: true
6
+ user-invocable: true
7
+ allowed-tools: Read, Write, Bash, Glob, Grep, AskUserQuestion
8
+ ---
9
+
10
+ # Update Repo Reference
11
+
12
+ Keep this repo's OAT reference documentation consistent as implementation evolves, using the file-backed backlog structure under `.oat/repo/reference/backlog/`.
13
+
14
+ ## Mode Assertion
15
+
16
+ **OAT MODE: Repo Reference Sync**
17
+
18
+ **Purpose:** Update backlog, roadmap, completed history, and decision records so repo reference docs stay trustworthy after implementation changes.
19
+
20
+ ## Progress Indicators (User-Facing)
21
+
22
+ When executing this skill, provide lightweight progress feedback so the user can tell what’s happening after they confirm.
23
+
24
+ - Print a phase banner once at start using horizontal separators, e.g.:
25
+
26
+ ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
27
+ OAT ▸ UPDATE REPO REFERENCE
28
+ ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
29
+
30
+ - Before multi-step work, print short step indicators, e.g.:
31
+ - `[1/4] Identifying changed OAT surfaces…`
32
+ - `[2/4] Updating canonical reference docs…`
33
+ - `[3/4] Regenerating managed backlog index…`
34
+ - `[4/4] Running reference sanity checks…`
35
+
36
+ ## Process
37
+
38
+ ### Step 1: Identify What Changed
39
+
40
+ Write down a 1-3 bullet summary of the implementation change:
41
+
42
+ - New or updated skills
43
+ - New or updated templates
44
+ - New or updated CLI commands
45
+ - Repo-reference behavior changes
46
+ - File moves, renames, or retirements
47
+
48
+ ### Step 2: Ensure Backlog Scaffold
49
+
50
+ Before editing any backlog files or running backlog regeneration, run:
51
+
52
+ ```bash
53
+ oat backlog init
54
+ ```
55
+
56
+ This command is idempotent and ensures `.oat/repo/reference/backlog/index.md` exists with the exact managed markers required by the CLI:
57
+
58
+ ```md
59
+ <!-- OAT BACKLOG-INDEX -->
60
+ <!-- END OAT BACKLOG-INDEX -->
61
+ ```
62
+
63
+ Do not hand-author or rename those managed markers.
64
+
65
+ ### Step 3: Mine Project Artifacts for Deferred Work and Decisions
66
+
67
+ For recently completed or in-progress projects, read `discovery.md`, `spec.md`, `design.md`, and `implementation.md` as applicable.
68
+
69
+ Promote notable findings into one of:
70
+
71
+ - Backlog item files under `.oat/repo/reference/backlog/items/`
72
+ - Completed summaries in `.oat/repo/reference/backlog/completed.md`
73
+ - Decision record entries in `.oat/repo/reference/decision-record.md`
74
+ - Roadmap updates in `.oat/repo/reference/roadmap.md`
75
+
76
+ ### Step 4: Update Canonical Reference Docs
77
+
78
+ Update these files as applicable:
79
+
80
+ 1. `.oat/repo/reference/current-state.md`
81
+ 2. `.oat/repo/reference/roadmap.md`
82
+ - Use the `Now / Next / Later` structure when editing roadmap priorities.
83
+ 3. `.oat/repo/reference/backlog/index.md`
84
+ - Update only the `## Curated Overview` section by hand.
85
+ - Do not hand-edit the managed marker section.
86
+ 4. `.oat/repo/reference/backlog/items/*.md`
87
+ - Add or update active backlog items as file-backed records.
88
+ 5. `.oat/repo/reference/backlog/completed.md`
89
+ - Keep newest completed summaries first.
90
+ 6. `.oat/repo/reference/backlog/archived/*.md`
91
+ - Add rich historical item files only when a completed item needs preserved detail.
92
+ 7. `.oat/repo/reference/decision-record.md`
93
+
94
+ If you modify backlog item files or the completed archive structure, run:
95
+
96
+ ```bash
97
+ oat backlog regenerate-index
98
+ ```
99
+
100
+ ### Step 5: Sanity Checks
101
+
102
+ Use the `Grep` tool for focused searches:
103
+
104
+ - Search for stale legacy references with pattern `backlog\.md|backlog-completed\.md|deferred-phases\.md` across `.oat/repo/reference`, `docs/oat`, `.agents/skills`, and `AGENTS.md`.
105
+ - Search for the new file-backed paths with pattern `\.oat/repo/reference/backlog/(index|completed|items|archived)` across the same locations.
106
+
107
+ Confirm that:
108
+
109
+ - Active work lives in `backlog/items/`
110
+ - Human narrative updates stay in `backlog/index.md` curated section
111
+ - Completed summaries live in `backlog/completed.md`
112
+ - Roadmap wording matches the current `Now / Next / Later` structure
113
+
114
+ ### Step 6: Output
115
+
116
+ Provide:
117
+
118
+ - Files updated
119
+ - What changed in each file
120
+ - Whether `oat backlog regenerate-index` was run
121
+ - Any intentionally deferred inconsistencies
122
+
123
+ ## Success Criteria
124
+
125
+ - Repo reference docs reflect current OAT behavior
126
+ - Backlog updates use the file-backed structure
127
+ - Managed backlog index section is refreshed via CLI, not hand-edited
128
+ - Stale references to retired backlog/deferred files are removed or called out