@open-agent-toolkit/cli 0.3.23 → 0.3.25

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Files changed (29) hide show
  1. package/assets/bundle-metadata.json +1 -1
  2. package/assets/docs/docs-tooling/workflows.md +90 -11
  3. package/assets/docs/reference/cli-reference.md +1 -1
  4. package/assets/docs/reference/configuration.md +6 -2
  5. package/assets/public-package-versions.json +4 -4
  6. package/assets/skills/authoring-docs/SKILL.md +18 -8
  7. package/assets/skills/authoring-docs/references/guidance-sources.md +95 -0
  8. package/assets/skills/authoring-docs/references/information-architecture.md +121 -86
  9. package/assets/skills/authoring-docs/references/page-types.md +35 -7
  10. package/assets/skills/authoring-docs/references/review-rubric.md +12 -12
  11. package/assets/skills/authoring-docs/references/templates.md +54 -0
  12. package/assets/skills/authoring-docs/references/workflow.md +6 -1
  13. package/assets/skills/authoring-docs/references/writing-style.md +1 -1
  14. package/assets/skills/authoring-docs/scripts/resolve-guidance.mjs +53 -0
  15. package/assets/skills/oat-docs-analyze/SKILL.md +140 -7
  16. package/assets/skills/oat-docs-analyze/references/analysis-artifact-template.md +54 -2
  17. package/assets/skills/oat-docs-analyze/scripts/package-drift.mjs +129 -0
  18. package/assets/skills/oat-docs-apply/SKILL.md +148 -11
  19. package/assets/skills/oat-docs-apply/references/apply-plan-template.md +67 -14
  20. package/assets/skills/oat-docs-authoring/SKILL.md +20 -8
  21. package/assets/skills/oat-docs-bootstrap/SKILL.md +74 -15
  22. package/dist/commands/config/index.d.ts.map +1 -1
  23. package/dist/commands/config/index.js +118 -1
  24. package/dist/config/oat-config.d.ts +21 -0
  25. package/dist/config/oat-config.d.ts.map +1 -1
  26. package/dist/config/oat-config.js +96 -4
  27. package/dist/config/resolve.d.ts.map +1 -1
  28. package/dist/config/resolve.js +5 -1
  29. package/package.json +2 -2
@@ -1,4 +1,4 @@
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  {
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  "schemaVersion": 1,
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- "oatVersion": "0.3.23"
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+ "oatVersion": "0.3.25"
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  }
@@ -285,8 +285,8 @@ differ from that point on.
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  site runtime. The skill collects a title, a dedicated repository-relative
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  root, and an optional description. It asks no app or package questions and
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  never installs dependencies, patches packages, starts a preview server, or
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- builds a site. An existing plain tree needs an explicit choice: adopt and
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- audit, audit only, or abort. A non-interactive `--yes` alone is not
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+ builds a site. An existing plain tree defaults to analyze then apply, with no
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+ scaffold. Explicit adoption offers adopt and audit, audit only, or abort. A non-interactive `--yes` alone is not
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  permission to adopt. Adoption keeps existing files byte for byte and adds
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  only missing baseline files; a fresh setup creates an authored `index.md`
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  and `contributing.md` in the root you chose. Missing content conformity
@@ -299,8 +299,8 @@ name are different inputs), probes which capabilities the installed CLI
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  supports, runs the scaffold, and applies only the relevant post-patches (the
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  skill's labeled fixes for known gaps in the CLI's scaffold output).
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  Verification installs dependencies and runs a build. If a docs app already
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- exists, you choose how to resolve the conflict, and one of the choices,
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- `replace`, deletes the existing app.
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+ exists, the default repair route runs analyze then apply and exits. An explicit
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+ `replace` choice deletes the existing app; a second app remains unsupported.
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  **What it does without asking:** After you confirm your inputs, bootstrap
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  runs `oat docs init`, which writes the `documentation` section of
@@ -335,9 +335,46 @@ needs this audit. Use `oat-project-document` for updates derived from an OAT
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  project. For later one-off pages, use
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  [oat-docs-authoring](#oat-docs-authoring).
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+ ## IA selection and guidance
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+
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+ Bootstrap Step 2.5, `oat-docs-analyze --ia`, and authoring IA work share
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+ `authoring-docs`. Start with five axes: readers/work contexts, the entry key
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+ within each track, each page's one job, independent verification needs, and
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+ size. Page count controls depth; a UI alone does not justify a triad. Then name
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+ the nearest preset: Product/Engineering/QA, Consumer and Maintainer, Domain
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+ Engineering, Task Type, Toolkit and CLI, or Flat Small. Under about 15 reader
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+ pages, grouped headings in one flat index often suffice.
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+
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+ For fresh Markdown/framework setup and explicit adoption, bootstrap proposes
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+ two plausible two-level trees with 5–8 representative page placements each,
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+ page jobs, nearest presets and tradeoffs. Analyze's `--ia` does the same in its
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+ existing analysis artifact and review loop. These are **skill arguments**;
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+ they do not add CLI bootstrap commands or flags to `oat docs init`.
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+
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+ Resolve advisory sources in this order: explicit `--ia-guidance <path|url>` or
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+ conversation, repo `documentation.guidance`, user config, then the installed
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+ built-in IA reference. Config accepts a scalar or ordered string array through
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+ [the real config interface](../reference/configuration.md). Keep the winning
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+ layer's order and cite locators/provenance in the analysis, apply plan and
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+ bootstrap summary. External packs have a Markdown `index.md` with `## Contents`;
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+ keep non-repo inputs read-only and store only locators. Local AGENTS and
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+ contributing rules stay authoritative; conflicts become `ask_user`. The built-in
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+ method works without private guidance or copied exemplars.
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+
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+ Existing docs default to analyze → apply of approved recommendations and exit
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+ before scaffolding. Replacement requires an explicit choice. A second app also
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+ requires an explicit choice and remains unsupported by the current CLI. This
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+ proposal becomes durable only after approval: bootstrap/apply use `oat decision new`
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+ and an Information architecture section in the framework docs-app `AGENTS.md`
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+ or Markdown contributing page, plus the shared `documentation.ia` mirror.
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+ Authored records stay authoritative; missing/conflicting records become `ask_user`.
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+ Preset scaffolds and Feature/QA validation page templates are a later delivery;
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+ the IA Proposal template is available now.
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+
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  ## oat-docs-analyze
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- **Invocation:** `/oat-docs-analyze` (no arguments). The skill resolves the
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+ **Invocation:** `/oat-docs-analyze`, optionally `--ia` and repeated
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+ `--ia-guidance <path|url>` skill arguments. The skill resolves the
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  docs surface itself: the configured `documentation.root` and `tooling` in
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  `.oat/config.json` first, then framework evidence, then a generic `docs/`
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  tree or root Markdown files. It does not rely on a guessed root when the
@@ -387,15 +424,16 @@ repair the analysis contract rather than asking apply to fill it in.
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  ## oat-docs-apply
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  **Invocation:** `/oat-docs-apply` after reviewing a docs analysis report.
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- The skill loads the newest `.oat/repo/analysis/docs-*.md` report. You cannot
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- select an older one, so rerun analysis if the newest report is not the one
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- you reviewed. It then builds a recommendation plan and asks you to choose
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+ Supply the analysis artifact path and approved recommendation IDs. If no path
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+ is supplied, the skill offers the newest report for confirmation; it never
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+ silently changes the reviewed input. It builds a recommendation plan and asks you to choose
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  `apply all`, `apply interactively` (approve, modify, or skip each item), or
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  `discuss` before changing anything.
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  **Prerequisites:** A recent, complete docs analysis artifact and an unchanged
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  compatible target. Recommendations need evidence, confidence, disclosure,
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- and concrete link targets where applicable. Apply also needs `jq` for
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+ stable unique IDs, `approval: explicit | default`, and concrete link targets
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+ where applicable. Apply also needs `jq` for
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  tracking updates, and `gh` only if you want it to open the pull request. No
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  active OAT project is required. Missing analysis or a changed target requires a fresh analysis,
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  not conventions invented during apply.
@@ -408,9 +446,12 @@ execute those selected actions without broadening the work to every finding.
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  **Expected output:** Approved changes committed on a new
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  `oat/docs-<timestamp>` branch, relevant source/link checks, and declared
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- navigation or generated-artifact refreshes. Markdown retains its authored
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+ navigation or generated-artifact refreshes, plus a structured result listing
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+ applied, skipped (ID/reason), and failed IDs. Markdown retains its authored
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  index and needs no framework build or nav sync; Fumadocs sidebar metadata is
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- regenerated from approved Contents changes, never hand-edited. The summary
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+ regenerated only with recorded `navOwner: nav-sync`. Hand-authored navigation
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+ gets approved edits and read-only Contents membership/order comparison;
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+ undeclared ownership becomes `ask_user`. The summary
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  reports the applied plan and checks.
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456
 
416
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  **What it does without asking:** Nothing changes until you approve the plan.
@@ -433,6 +474,44 @@ pull request. Rerun analysis if you need a post-apply assessment, and treat
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  unapproved recommendations as remaining decisions rather than completed
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  work.
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476
 
477
+ ## Approval, IA records and restructuring
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+
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+ Every analyze recommendation has a stable ID and `approval: explicit | default`.
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+ `apply all` covers only non-blocked default content repairs. Docs-package updates,
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+ restructure blocks and work outside Markdown scope require individual approval
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+ by ID; unattended runs skip explicit items even when their IDs were supplied,
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+ with reason `explicit_requires_interactive_approval`. Kickoff consent is not
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+ approval of every finding. Bootstrap Step 7b uses this same artifact-plus-ID
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+ handoff, and apply reports unsupported scaffold work as `manual`.
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+
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+ An approved IA record first checks target-repo PJM adoption with `oat pjm doctor
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+ --json`; absent/partial adoption needs initialization before `oat decision new`.
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+ The decision and authored section capture tracks, per-track organizing
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+ principles, placement and verification overlay. Config mirrors the accepted
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+ record without replacing it. Framework sidebar ownership is independent; Markdown
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+ creates no docs-root AGENTS file and runs no nav sync.
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+
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+ A `restructure` block records source→destination mappings, both parent Contents
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+ changes, grep-derived inbound-link rewrites, and old-URL recovery, then lands as
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+ one exact-path commit per approved block. Retired pages retain a stub/archive
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+ pointer and parent map update. Next static export cannot use Next config
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+ redirects; choose an authored stub or verified host recovery, keeping unsupported
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+ app/host changes manual. Check rewritten relative links/anchors and the old route
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+ under the real base path; verify according to sidebar ownership and rerun analyze.
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+
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+ Analyze also audits Information Architecture Fit and declared Product, QA,
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+ consumer and agent coverage. A top-level misroute is High when it blocks normal
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+ first success/verification, Medium when it causes material detours; cosmetic
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+ organization stays Low. Missing IA/owner raises `ask_user`.
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+
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+ For framework apps, offline drift compares installed `@open-agent-toolkit/docs-*` packages to the
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+ running CLI's bundled `public-package-versions.json`, never registry latest.
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+ Missing installations are unverified. The recommendation includes the exact
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+ upgrade command. Individual tooling approval permits only docs-app `@open-agent-toolkit/docs-*`
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+ dependency bumps (and resulting lockfile), the admonition/frontmatter conversions
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+ already supported by `oat docs migrate`, and build verification. App config,
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+ routes and package scripts remain manual required changes.
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+
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  ## Related docs
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  - [`commands.md`](commands.md)
@@ -233,7 +233,7 @@ Notable commands introduced in the current CLI surface:
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  - `--local` — write to or remove from `.oat/config.local.json` (per-developer repo state, gitignored)
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  - `--user` — write to or remove from `~/.oat/config.json` (user-level fallback, applies across all repos)
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235
 
236
- When no flag is passed, the CLI picks a sensible default per key type: structural keys (`projects.root`, `documentation.*`, etc.) go to shared, state keys (`activeProject`, etc.) go to local, workflow preferences (`workflow.*`) go to local. Pass at most one flag — the command rejects multiple surface flags.
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+ When no flag is passed, the CLI picks a sensible default per key type: structural keys (`projects.root`, `documentation.*`, etc.) go to shared, state keys (`activeProject`, etc.) go to local, workflow preferences (`workflow.*`) go to local. Pass at most one flag — the command rejects multiple surface flags. `documentation.guidance` is shared by default and also accepts `--user`; use a path/URL string or a JSON string array, not a comma-separated list. `documentation.ia` accepts the [recorded IA JSON shape](configuration.md#shared-repo-config-you-will-touch-most-often) and `documentation.navOwner` accepts `nav-sync` or `hand-authored`; both are shared-only. Unset owner means undeclared, and Markdown ignores it. IA is an atomic value in get/dump, not a set of separately configurable child keys.
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  Per-key restrictions apply identically to `set` and `unset`: structural keys can only be written at shared scope, most state keys can only be written at local scope (`activeIdea` is the exception — it accepts both local and user), and workflow preference keys accept any non-auto surface. Legacy `autoReviewAtCheckpoints` remains shared-only; prefer `workflow.autoReviewAtHillCheckpoints`.
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@@ -94,6 +94,9 @@ Common keys in `.oat/config.json`:
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  - `worktrees.root` — where OAT-managed worktrees live
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  - `git.defaultBranch` — base branch fallback for PR workflows
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  - `documentation.root`, `documentation.tooling`, `documentation.config` — docs-surface ownership. With tooling `markdown`, root is the literal content directory (including nested `docs`) and `documentation.index` is authored `<root>/index.md`; Markdown adds no framework config. Framework roots retain app/source semantics. Use `oat docs init --framework markdown` or explicit `--adopt` for setup; optional manifests need external output and never change the authored index. See [Documentation path resolution](oat-directory-structure.md#documentation-path-resolution)
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+ - `documentation.ia` — shared repository-only mirror of the accepted authored IA. Set JSON with required `preset` and repo-relative `decision`, optional `tracks: [{path, principle}]`, and optional `verification: "triad" | "agent-only" | "none"`. The decision record plus Information architecture section in framework docs-app `AGENTS.md` or Markdown contributing page remain authoritative. Use `oat config set documentation.ia '{"preset":"Flat Small","decision":".oat/repo/reference/decisions/DR-example.md","verification":"none"}'`; unset removes the mirror only. Invalid shapes/paths are rejected; neither `--user` nor `--local` is supported.
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+ - `documentation.navOwner` — shared `nav-sync | hand-authored`, independent of recorded IA, for Fumadocs/MkDocs only. Set with `oat config set documentation.navOwner hand-authored`. Absent is undeclared (`get --json` reports null/default), never implied nav-sync; analyze asks the operator and no automatic regeneration is authorized. Markdown ignores this field. This config support does not change CLI scaffold defaults or explicit nav-sync command behavior.
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+ - `documentation.guidance` — advisory Markdown IA source paths/URLs, as a string or ordered non-empty string array. Repo config overrides user config; explicit skill input overrides both. Absent values use the installed `authoring-docs` IA reference. Use `oat config set documentation.guidance ./docs/ia/index.md` or `oat config set documentation.guidance '["~/guidance/index.md","https://example.com/docs/index.md"]' --user`. Arrays retain order; commas in paths are literal. `--local` is unsupported. `get --json` reports `shared`, `user`, or `default` provenance; `unset` reveals the next tier. Only locators are stored, with unrelated config fields preserved. Sources stay read-only, external packs have `index.md` and `## Contents`, and local AGENTS/contributing rules remain authoritative. Conflicts become `ask_user`. See [IA selection](../docs-tooling/workflows.md#ia-selection-and-guidance).
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  - `documentation.excludes` — a JSON array of globs, relative to the docs directory, that `oat docs generate-index` leaves out of the generated index. `oat config set` takes the list as one comma-separated value (`"a/**,b.md"`) and stores it as an array; repeated `--exclude` flags extend it, and an empty value clears the key
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  - `documentation.requireForProjectCompletion` — whether docs sync is a completion gate
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  - `instructions.claude.shims` — how `oat instructions sync` keeps a `CLAUDE.md` beside each `AGENTS.md`: `none` (the default: no shims; sync removes the ones OAT created and warns about any other `CLAUDE.md`, all or nothing: it removes none while any `CLAUDE.md`, `.claude/CLAUDE.md`, or `CLAUDE.local.md` has content of its own; see [All or nothing](../provider-sync/instruction-sync.md#all-or-nothing)), `pointer`, `symlink`, or `copy`. The `--strategy` flag overrides it for one run. Set it with `oat config set instructions.claude.shims pointer` when contributors need `CLAUDE.md` (see [Claude Code and AGENTS.md](../provider-sync/instruction-sync.md#claude-code-and-agentsmd)); `oat config unset` returns to `none`. Any other value is rejected with exit code `2` rather than read as unset, and `oat config set` can still replace it
@@ -365,9 +368,10 @@ Use `.oat/config.local.json` for checkout-specific workflow state:
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  - `lastPausedProject`
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  - repo-scoped `activeIdea`
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- Use `~/.oat/config.json` for user fallback state when no repo-local value is set:
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+ Use `~/.oat/config.json` for user fallback state when no higher-priority value is set:
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  - `activeIdea`
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+ - [`documentation.guidance`](#shared-repo-config-you-will-touch-most-often) — advisory IA sources when shared repo guidance is unset
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  Repo-local and user config can also hold workflow defaults, including
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  `workflow.gates.*`. This is useful for personal runtime availability: for
@@ -877,7 +881,7 @@ adoption for new configurations.
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  > project chose for itself in its `state.md`. Leave the policy keys unset when
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  > each project should choose its own policy.
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- Default (no flag) targets `.oat/config.local.json` for workflow keys. Pass at most one of `--user`, `--shared`, or `--local`. Structural keys (`projects.root`, `worktrees.root`, `git.*`, `documentation.*`, `instructions.*`, `archive.*`, `tools.*`) are still shared-only regardless of flag.
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+ Default (no flag) targets `.oat/config.local.json` for workflow keys. Pass at most one of `--user`, `--shared`, or `--local`. Structural keys (`projects.root`, `worktrees.root`, `git.*`, `documentation.*`, `instructions.*`, `archive.*`, `tools.*`) are still shared-only regardless of flag, except `documentation.guidance`, which also supports `--user`.
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  ### Choosing the right surface (personal vs per-repo)
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@@ -1,6 +1,6 @@
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  {
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- "cli": "0.3.23",
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- "docs-config": "0.3.23",
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- "docs-theme": "0.3.23",
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- "docs-transforms": "0.3.23"
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+ "cli": "0.3.25",
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+ "docs-config": "0.3.25",
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+ "docs-theme": "0.3.25",
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+ "docs-transforms": "0.3.25"
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  }
@@ -1,12 +1,12 @@
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  ---
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  name: authoring-docs
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  description: Use when creating, restructuring, migrating, auditing, or reviewing technical documentation for software projects. Provides evidence-first, provider-portable Markdown authoring standards.
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- argument-hint: '[docs task or target path]'
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+ argument-hint: '[docs task or target path] [--ia-guidance <path|url>]'
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  disable-model-invocation: false
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  allowed-tools: Read, Write, Bash, Glob, Grep, AskUserQuestion
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  user-invocable: true
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  metadata:
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- version: 1.0.1
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+ version: 1.1.0
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  ---
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  # Authoring Docs
@@ -70,15 +70,24 @@ Use one primary page type per page:
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  - Reference: exact facts and contracts.
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  - Explanation: mental model, design, and tradeoffs.
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  - Runbook: operational recovery with checks, mitigation, and verification.
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+ - Feature guide: intended behavior and user-facing boundaries.
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+ - Validation matrix: independently checkable scenarios and outcomes.
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+ - Solution: a supported combination of capabilities for an end-to-end problem.
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+ - Decision record: an accepted choice, its context and consequences.
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74
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  Small supporting sections are fine, but keep the page's primary job clear.
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  ### Step 4: Structure the Docs
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- Prefer predictable information architecture: landing page, getting started,
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- how-to guides, reference, concepts, and operations. Preserve useful existing
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- intent, remove duplication, and avoid creating parallel docs when an existing
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- page can be improved.
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+ Load `references/guidance-sources.md` and resolve explicit `--ia-guidance` or
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+ conversational input → repository config → user config → built-in reference.
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+ Then use the five-axis method in `references/information-architecture.md`:
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+ readers/work contexts, entry key per track, page purpose, verification overlay,
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+ and size gate. Name the nearest preset after these decisions. Preserve useful
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+ existing intent, remove duplication, and avoid parallel docs when an existing
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+ page can be improved. For IA proposals use `references/templates.md#ia-proposal`;
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+ external guidance is advisory to local AGENTS/contributing rules and conflicts
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+ become `ask_user`. Cite the selected source and provenance in the handoff.
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92
  ### Step 5: Write Direct, Verifiable Markdown
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@@ -100,9 +109,10 @@ Load only the references needed for the current task:
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101
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  - `references/principles.md`: core documentation principles.
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  - `references/workflow.md`: evidence gathering and writing workflow.
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- - `references/information-architecture.md`: docs structure, naming, and links.
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+ - `references/information-architecture.md`: five-axis IA method, presets, placement, naming, and links.
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+ - `references/guidance-sources.md`: ordered source resolution, provenance and read-only inputs.
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  - `references/page-types.md`: tutorial, how-to, reference, explanation, and
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- runbook guidance.
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+ runbook, feature, validation, solution and decision guidance.
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  - `references/categories.md`: API, CLI, app, service, library, framework,
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  monorepo, architecture, operations, and audience-specific guidance.
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  - `references/writing-style.md`: plain technical writing and Markdown rules.
@@ -0,0 +1,95 @@
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+ ---
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+ title: IA Guidance Sources
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+ description: Ordered advisory IA inputs, provenance, local authority and read-only handling.
4
+ ---
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+
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+ # IA Guidance Sources
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+
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+ Use this contract for bootstrap, analyze and authoring IA work. Apply consumes
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+ the analysis artifact's cited selection rather than silently selecting new guidance.
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+
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+ ## Resolve one source layer
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+
13
+ 1. Explicit skill argument `--ia-guidance <path|url>` (repeat for several) or a
14
+ conversational instruction. If both disagree, ask the user to reconcile;
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+ do not silently concatenate competing choices.
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+ 2. Repo `.oat/config.json` `documentation.guidance`.
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+ 3. User `~/.oat/config.json` `documentation.guidance`.
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+ 4. This installed skill's `references/information-architecture.md`.
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+
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+ Select the highest configured layer as a whole. Preserve its source order;
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+ do not merge lower tiers. Use the existing effective-config machinery:
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+ `oat config get documentation.guidance --json` returns `{status, key, value,
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+ source}` (repo is `shared`, user is `user`, absent is `default` with null).
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+ Require the key in `oat config describe documentation.guidance` before use;
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+ if the installed CLI lacks it, report the needed update. Do not mistake an
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+ unsupported-key error for an unset value.
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+
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+ Reuse an already validated `AUTHORING_DOCS_ROOT` for every authoring-docs
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+ reference and script. Do not reload the skill or re-run discovery for that binding.
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+ When `authoring-docs` itself is the loaded skill and no root is bound, validate
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+ `${SKILL_DIR}/SKILL.md` as `authoring-docs`, then bind `${SKILL_DIR}` once as
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+ `AUTHORING_DOCS_ROOT` and continue without reloading it. If that validation fails,
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+ stop this guidance resolution and give the intended-scope recovery commands below.
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+
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+ Only for an unbound consumer, independently probe each exact
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+ `authoring-docs/SKILL.md` in order: `${SKILL_DIR}/..` from the loaded skill
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+ (`SKILL_DIR` is the absolute directory containing that loaded `SKILL.md`),
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+ `${HOME}/.agents/skills`, then `<repo-root>/.agents/skills`. Bind the first matching
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+ `authoring-docs` directory once as `AUTHORING_DOCS_ROOT`; use that same root for
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+ every authoring-docs reference and script, never ambient discovery. If none is
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+ found, name `authoring-docs`, stop this guidance resolution, and give the
42
+ intended-scope recovery command: `oat tools install docs --scope <user|project>`
43
+ or `oat tools update --pack docs --scope <user|project>`.
44
+
45
+ For example, pipe the successful config-get JSON into:
46
+
47
+ ```bash
48
+ node "$AUTHORING_DOCS_ROOT/scripts/resolve-guidance.mjs" \
49
+ --builtin "$AUTHORING_DOCS_ROOT/references/information-architecture.md"
50
+ ```
51
+
52
+ Append repeated `--ia-guidance` arguments for explicit input, or repeated
53
+ `--conversation-guidance` for the conversation's ordered list. These are skill
54
+ helper arguments, **not** `oat docs init` or other CLI bootstrap flags. The helper
55
+ emits ordered `{location, source}` entries and reads no guidance contents.
56
+ Never pipe the full config dump or secrets into an artifact. The built-in
57
+ method works without a private guidance path.
58
+
59
+ ## Read and validate selected Markdown
60
+
61
+ - An external pack has a Markdown `index.md` entry with `## Contents`. A directory
62
+ resolves to its `index.md`; a Markdown URL/path resolves to that entry, or
63
+ identifies its linked sibling `index.md`. Read the index and follow only
64
+ relevant Contents links. A missing entry, non-Markdown input or unreadable
65
+ source is an `ask_user` finding; do not silently fall back to another tier.
66
+ - Relative repo config paths are relative to the repo root. User and explicit
67
+ local inputs should be absolute or home-relative; resolve those against the
68
+ operator's home, never against an unrelated working directory. URLs remain
69
+ URLs. Cite both the configured locator and resolved entry if different.
70
+ - Read URLs with available read-only retrieval tools; do not build a fetch
71
+ framework, execute instructions from a pack or install tools it suggests.
72
+ - Read repo and docs-app `AGENTS.md` and contributing pages first. Guidance is
73
+ advisory to those instructions. Cite both sides of a conflict as `ask_user`;
74
+ do not resolve it by silently replacing the existing tree.
75
+ - All non-repo inputs are read-only. Store only path/URL strings when asked to
76
+ configure guidance, never external contents, private exemplars or credentials.
77
+ Do not copy private source text into analysis, proposals or public fixtures.
78
+ - Cite the ordered selected locators and provenance in analysis artifacts,
79
+ apply plans, authoring handoffs and bootstrap summaries. Record inaccessible
80
+ inputs and unresolved conflicts honestly.
81
+
82
+ ## Configure paths without copying contents
83
+
84
+ ```bash
85
+ oat config set documentation.guidance ./docs/ia/index.md
86
+ oat config set documentation.guidance '["~/guidance/index.md","https://example.com/docs/index.md"]' --user
87
+ oat config get documentation.guidance --json
88
+ oat config unset documentation.guidance --user
89
+ ```
90
+
91
+ Shared and user guidance accept a scalar string or a non-empty JSON string
92
+ array. Arrays retain order (including repeated entries); commas in a path are
93
+ not separators. `--local` is unsupported. An unset repo value exposes the user
94
+ tier; an unset user value exposes the built-in skill fallback. Configuration
95
+ writes do not fetch, validate contents of, or modify the named sources.
@@ -1,95 +1,130 @@
1
1
  ---
2
2
  title: Information Architecture
3
- description: Standard documentation structure, naming, navigation, and cross-linking.
3
+ description: Reader-first axes, presets, placement, navigation, and cross-linking.
4
4
  ---
5
5
 
6
6
  # Information Architecture
7
7
 
8
- Documentation structure should feel predictable across repositories even when
9
- the systems differ. Consistency makes docs easier to browse, review, migrate,
10
- and use as agent context.
11
-
12
- ## Standard Top-Level Model
13
-
14
- Use this conceptual model:
15
-
16
- ```txt
17
- Start here
18
- How-to guides
19
- Reference
20
- Concepts
21
- Operations
22
- ```
23
-
24
- These labels map to reader needs:
25
-
26
- | Product Label | Documentation Type | Reader Question |
27
- | ------------- | ------------------------ | -------------------------------------------- |
28
- | Start here | Tutorial and orientation | What is this and how do I begin? |
29
- | How-to guides | How-to | How do I complete this task? |
30
- | Reference | Reference | What are the exact facts? |
31
- | Concepts | Explanation | How does this work and why? |
32
- | Operations | How-to plus reference | How do I run, observe, fix, or recover this? |
33
-
34
- ## Default Repo Structure
35
-
36
- ```txt
37
- docs/
38
- ├── index.md
39
- ├── getting-started.md
40
- ├── how-to/
41
- │ ├── local-development.md
42
- │ ├── testing.md
43
- │ ├── deployment.md
44
- │ └── troubleshooting.md
45
- ├── reference/
46
- │ ├── configuration.md
47
- │ ├── environment-variables.md
48
- │ ├── commands.md
49
- │ ├── api.md
50
- │ └── errors.md
51
- ├── concepts/
52
- │ ├── architecture.md
53
- │ ├── data-flow.md
54
- │ ├── auth.md
55
- │ └── caching.md
56
- └── operations/
57
- ├── runbook.md
58
- ├── observability.md
59
- ├── alerts.md
60
- └── rollback.md
61
- ```
62
-
63
- Do not create empty pages for symmetry. Use the structure as a guide, not
64
- theater.
65
-
66
- ## Scale the Structure to the Repo
67
-
68
- Tiny repos can use a single `README.md` if it covers purpose, install or setup,
69
- usage, configuration, testing, and ownership.
70
-
71
- Small repos should separate overview, usage, and reference.
72
-
73
- Medium repos should use the standard structure.
74
-
75
- Large repos or platforms can group by product area or audience, but should keep
76
- the same doc types recognizable. Avoid organizing only by implementation
77
- directory; readers usually do not arrive knowing the source tree.
78
-
79
- ## Landing Page Contract
80
-
81
- Every docs entry point should answer:
82
-
83
- 1. What is this?
84
- 2. Why does it exist?
85
- 3. Who is it for?
86
- 4. What are the main capabilities?
87
- 5. What are the boundaries and non-goals?
88
- 6. How do I get started?
89
- 7. What are the common tasks?
90
- 8. Where is the reference material?
91
- 9. How is it operated?
92
- 10. Who owns it?
8
+ Choose structure from reader work, not the source tree or a preset label. Use
9
+ this generic method without an external playbook. Repository evidence and
10
+ exemplars may inform a proposal; private examples never enter this baseline.
11
+ Resolve advisory inputs with [Guidance sources](guidance-sources.md).
12
+
13
+ ## Contents
14
+
15
+ - [Five axes](#five-axes) — Decide readers, entry keys, page jobs, verification and scale.
16
+ - [Presets](#presets) — Name the nearest pattern after making those decisions.
17
+ - [Standard section set per track](#standard-section-set-per-track) — Familiar sections within a chosen track.
18
+ - [Placement and section entries](#placement-and-section-entries) — Keep facts canonical and routes useful.
19
+ - [Landing page contract](#landing-page-contract) — Orient readers and route their next action.
20
+ - [Specialized tracks](#specialized-tracks) — Agent, Product and QA reading contexts.
21
+ - [Navigation principles](#navigation-principles) — Labels, naming and cross-links.
22
+
23
+ ## Five axes
24
+
25
+ 1. **Readers and work contexts:** Who must succeed, doing what? Separate using,
26
+ integrating, maintaining, operating and independently verifying only where
27
+ their entry paths differ. One person can occupy several contexts.
28
+ 2. **Organizing principle within each track:** What is the reader's entry key:
29
+ task, capability, domain, command, unit or page type? Choose per track rather
30
+ than forcing one principle across all readers.
31
+ 3. **Page purpose:** Give each page one job: tutorial, how-to, reference,
32
+ explanation, runbook, feature guide, validation matrix, solution or decision
33
+ record. Supporting content stays subordinate to that job.
34
+ 4. **Verification overlay:** Does someone outside the builders verify behavior
35
+ from these docs? Choose Product/Engineering/QA pairing only for independent
36
+ behavioral verification; otherwise use agent-only checks or none. A UI alone
37
+ does not justify three tracks.
38
+ 5. **Size gate:** Page count chooses how much structure to materialize, not
39
+ which audience or organizing principle to select. Under about 15 reader
40
+ pages, prefer one flat index with grouped headings. A tiny repo can keep a
41
+ single README covering purpose, setup, usage, configuration, tests and ownership.
42
+
43
+ Read manifests, UI navigators/journeys, CLI `bin`, routers, IaC, `e2e/` or
44
+ `.maestro/`, existing docs and independently consumed monorepo units. Ask only
45
+ questions whose answers change a decision: reader work contexts, independent
46
+ verification, facts canonical elsewhere and links that must survive. Do not ask
47
+ for an archetype label. Show two plausible candidates using the
48
+ [IA Proposal template](templates.md#ia-proposal).
49
+
50
+ ## Presets
51
+
52
+ Presets are names for decisions, not a mandatory directory generator. The six
53
+ approved labels and choose-when signals are:
54
+
55
+ | Preset | Choose when | Typical entry key |
56
+ | ----------------------- | --------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------- |
57
+ | Product/Engineering/QA | Product readers and independent verifiers need paired behavior and implementation views | Feature or journey in Product/QA; domain or implementation contract in Engineering |
58
+ | Consumer and Maintainer | Using or integrating differs materially from changing and operating the system | Consumer tasks; maintainer architecture and operations |
59
+ | Domain Engineering | Engineers arrive by subsystem, capability or repeated independently consumed unit | Domain catalog, capability lanes or uniform unit catalog |
60
+ | Task Type | One shared reader track serves first success, tasks, lookup and understanding | Page type: tutorial, how-to, reference, explanation |
61
+ | Toolkit and CLI | Users enter through tools, commands and reusable workflows | Tool or command family and its tasks/contracts |
62
+ | Flat Small | Fewer than about 15 reader pages do not justify directory layers | Grouped headings in one index, preserving the chosen reader model |
63
+
64
+ The single-track, capability-lane, domain-catalog and unit-catalog shapes fit
65
+ these presets; they are not additional labels. A unit catalog may follow
66
+ implementation directories when every unit uses the same page set and readers
67
+ recognize those units. Otherwise avoid organizing only by implementation path.
68
+ Aim for about seven root entries; group beyond about 8–10. Do not create empty
69
+ pages or parallel facts for symmetry. Re-evaluate materialized depth as content
70
+ grows, without changing the audience solely because page count grew.
71
+
72
+ ## Standard section set per track
73
+
74
+ The former top-level model is a reusable section set **within** each track.
75
+ Choose only sections with useful content and use locally familiar labels.
76
+
77
+ | Section | Observed labels | Reader question |
78
+ | ------------ | --------------------------- | ------------------------------------------ |
79
+ | Start here | Getting started, Tutorial | What is this and how do I begin? |
80
+ | Tasks | How-to, Workflows | How do I complete this task? |
81
+ | Reference | API, CLI, Configuration | What are the exact facts? |
82
+ | Explanation | Architecture, Concepts | How does this work and why? |
83
+ | Operations | Delivery, Runbooks | How do I run, observe, fix or recover it? |
84
+ | Contributing | Development, Docs authoring | How do I change this system or these docs? |
85
+
86
+ Docs-about-docs belongs under Contributing, never in a separate reader track.
87
+ Small structures can use sections in an index rather than directories.
88
+
89
+ ## Placement and section entries
90
+
91
+ - One canonical page per fact. Shared contracts live in one Reference and
92
+ other pages link to them. Routing pages own no facts beyond orientation.
93
+ - Domain-specific runbooks live with their domain; shared Operations contains
94
+ deployment-wide procedures. Do not split recovery instructions from the
95
+ domain just to fill a standard section.
96
+ - Planning artifacts, execution journals and raw evidence stay outside reader
97
+ docs. A durable decision record can explain an accepted design; it is not a
98
+ copy of a project plan.
99
+ - Every section has an entry page with a purpose paragraph and one-line-described
100
+ links in its `## Contents` map. “Directory map for X” is not a useful description.
101
+ - Preserve existing useful intent, canonical facts and inbound links when
102
+ proposing changes. List link survival constraints before moving anything.
103
+
104
+ ## Landing page contract
105
+
106
+ The root answers **what**, **why**, **who** and **where to start**. Route the
107
+ rest by track, job, capability or page type instead of repeating every section.
108
+ Keep capabilities and boundaries/non-goals clear; point to first success,
109
+ common tasks, reference, operations and ownership. A route can answer a
110
+ question by linking to its canonical page rather than duplicating facts.
111
+
112
+ ## Specialized tracks
113
+
114
+ **Agent guides:** Organize around repeatable tasks and exact contracts. Link
115
+ canonical human-readable facts rather than cloning them. Include inputs,
116
+ constraints, source paths, validation and handoff; distinguish durable guides
117
+ from transient prompts, plans and execution evidence.
118
+
119
+ **Product and QA:** Product describes intended behavior, user concepts,
120
+ journeys and boundaries; Engineering explains implementation contracts; QA
121
+ states independently checkable scenarios and expected outcomes. For a triad,
122
+ use filename/slug parity for paired features and reciprocal links. A Product
123
+ feature must link to its QA validation and Engineering counterpart (and back).
124
+ Quote exact UI literals only when verified against source; distinguish a user
125
+ concept from literal screen text. Do not fabricate test IDs or independent
126
+ verification needs. Feature and QA validation page templates are not included here;
127
+ use the page-type guidance and IA Proposal template to plan their content.
93
128
 
94
129
  ## Navigation Principles
95
130