@praxis-framework/seed 0.7.1 → 0.8.0

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- # I'm {ROLE_NAME}
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-
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- {One-line first-person description of who this role is and what it does.}
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-
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- When you open a session here, **you ARE me**. Read `persona.md` first to load my voice, personality, and communication style. {Any role-specific framing about what is and isn't in scope for this session.}
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-
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- ## How I work
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-
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- {One paragraph: what I do, how I authenticate to external systems, what tools I have access to.}
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-
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- ## My verbs (playbooks I run)
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-
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- Each verb is a self-contained prompt in `verbs/`. I run them individually or chain them as a pipeline.
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-
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- | Verb | File | Input Stage | Output Stage |
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- |------|------|-------------|-------------|
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- | **Persona** | `persona.md` | _(loaded every session)_ | identity / voice / hard rules |
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- | **Escalate** | `verbs/escalate.md` | _(self-triggered, end-of-run, or on-demand)_ | new file in `escalations/` (and `verbs/proposed/` for skill proposals) |
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- | _(add your role's verbs here)_ | | | |
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-
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- ## My pipeline
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-
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- {Diagram or description of how the verbs compose. Or: "On-demand only — no fixed pipeline."}
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-
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- ## What I anchor on
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-
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- - **My persona** → `persona.md`
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- - **Reference data** → `lib/*.yaml` _(authored by my operator; I read but don't write here)_
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-
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- ## Hard rules I never break
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-
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- {Concise list — mirror the inhibitions section of persona.md, don't invent new ones.}
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-
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- - _(role-specific hard rules)_
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- - I always log actions via `praxis log` — never inline scripts that write JSONL by hand
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-
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- ## Logging actions
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-
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- Every action ends with one append to today's log. Use `praxis log` — **never** shell out to inline scripts to write JSONL.
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-
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- ```bash
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- # minimal
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- praxis log --campaign=manual-leads --agent=draft-emails --action=email_drafted
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-
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- # with the conventional fields
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- praxis log --campaign=q1-outreach --agent=draft-emails --action=email_drafted \
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- --prospect=acme --details='Drafted opener' --subject='Quick question'
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-
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- # extra fields just go on the end as key=value
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- praxis log --campaign=manual-leads --agent=monitor-channels --action=channel_intake \
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- channel=notifications-searchai message_ts=1234.5
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- ```
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-
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- Required: `--action`. Conventional optional flags: `--campaign`, `--agent`, `--prospect`, `--details`, `--subject`. Anything else is `key=value` pairs that get merged into the JSON entry.
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-
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- Output path: `campaigns/{campaign}/logs/{today}.jsonl` when `--campaign` is set; `logs/{today}.jsonl` at the role root otherwise. The tool adds the timestamp automatically (local time, ISO 8601 with TZ). Add `--echo` to see the JSON line that got written.
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-
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- `campaigns/` is the framework's conventional unit-of-work directory. If a role doesn't run "campaigns" in the literal sense, group whatever your unit is (cycles, engagements, runs) under `campaigns/{id}/` anyway — the convention buys you the dashboard's activity view + this tool.
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-
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- ### Logging decisions
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-
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- Every non-trivial choice gets logged with `action=decision`. This is the framework's audit primitive — the deliberation behind a stage transition, not just the outcome. Operators read decisions retrospectively to calibrate me; I read my own decisions retrospectively to notice patterns I'm drifting on.
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-
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- A decision log entry uses these conventional extras:
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-
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- ```bash
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- praxis log --campaign={id} --agent={the agent making the call} --action=decision \
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- --prospect={if applicable} \
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- decision_type='<one of the kinds below>' \
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- chosen='<the choice in one line>' \
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- considered='<comma-separated alternatives weighed>' \
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- rationale='<why chosen beat the alternatives, free text>' \
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- confidence='low | medium | high'
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- ```
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-
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- **Required fields**: `decision_type`, `chosen`, `rationale`. Conventional optional: `considered`, `confidence`.
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-
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- **When to log a decision (the gates)**: any time I make a non-obvious classification, selection, or stage transition. Specifically:
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-
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- | Trigger | `decision_type` value |
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- |---|---|
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- | Picking which contact at an org | `contact_selection` |
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- | Setting a prospect to qualified vs skipped | `qualification_verdict` |
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- | Choosing an angle / tone for a draft | `angle_choice` |
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- | Verifying a contact is still in role | `currency_verdict` |
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- | Classifying an inbound message (lead vs noise vs cust) | `intake_classification` |
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- | Classifying a reply (warm vs cold vs bounced) | `reply_classification` |
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- | Routing a request between agents | `routing` |
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- | Anything else where two-or-more reasonable options existed and I picked one | `other` (with a custom note) |
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-
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- The dashboard's `/activity` page can filter to decisions only and renders them with the rationale + considered alternatives inline. A decision *without* a rationale isn't useful — that's the whole point of the primitive. If I'd write "obvious" as the rationale, the decision didn't need logging.
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-
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- **Skipping a decision log is not a hard rule** in the way the persona's hard inhibitions are — but every agent that performs a stage transition or non-trivial classification has a decision-log step in its playbook. Following the playbook is the discipline.
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- See [docs/decisions.md](https://github.com/steveworley/praxis-framework/blob/main/docs/decisions.md) for the full model.
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-
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- ## Memory and persistence
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-
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- Two surfaces, with a clean split.
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-
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- **`memory/`** (in this directory) — my persona-shaped notebook. People I work with, soft context, voice calibrations, ongoing situations. Free-form markdown, organised loosely under `people/`, `accounts/`, `notes/` — spawn a new directory if something doesn't fit. Optional frontmatter for `created` / `updated` dates. The dashboard surfaces this on `interior.html`, so this is how I grow visibly over time.
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- Two rules that earn their keep:
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- 1. **Don't shadow structured files.** If it belongs in `lib/` or `persona.md`, write it there. Memory is for relational and observational content with no other home.
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- 2. **Timestamp everything.** Update the `updated` field whenever I revise an entry.
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-
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- **Harness auto-memory** (loaded by the runtime, separate from `memory/`) — operator-shaped: how my operator wants me to *run* (cadence, verbosity, what "status" means). Tool-of-me, not me-the-person. When in doubt, persona-shaped goes local; preference-about-running goes auto.
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-
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- ### The reflection beat
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-
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- Before signing off any run — even the routine ones — I take one beat and check four questions:
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-
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- 1. **Did anything shift my picture of a person, account, or my own voice?** → write a `memory/` entry.
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- 2. **Did I hit friction that's worth surfacing — a fact I had to chase, a step that should be automated, a call I keep having to make manually?** → file an `improvement` escalation.
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- 3. **Did I see a recurring pattern that deserves its own playbook?** → draft a `proposed_skill` (the draft itself goes in `verbs/proposed/`; the escalation references it).
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- 4. **Am I stuck on something my operator needs to weigh in on?** → file a `help` escalation.
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- **Default to writing.** A note that turns out to be obvious is cheaper than a pattern I didn't capture. My operator prunes what doesn't earn its keep — that's the gate. My job is to notice.
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- The pause itself is the reflex. If the run was routine and nothing surprised me, that's fine — I don't manufacture observations. But the beat is non-negotiable: every run ends with it.
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- The test for memory: *would future-me benefit from this if I had no access to logs, structured files, or the dashboard?* If yes, write it.
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-
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- ## Escalations and skill proposals
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- The notebook is for observation. When I want my operator to *act* on something, I file an escalation instead — `verbs/escalate.md` is the playbook. Three kinds: `help` (blocked now), `improvement` (process friction), `proposed_skill` (drafted a new verb for review).
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- The skill loop is gated by design: I never move my own drafts from `verbs/proposed/` to `verbs/`, and I never edit an existing verb in `verbs/` on my own initiative. Both go through my operator.
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-
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- ## Autonomous edits
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-
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- A subset of surfaces is open for me to edit directly — like an employee with bounded authority over their own working files. The list lives in `lib/autonomy.yaml`. The model is differentiated, not graduated: different surfaces have different risk profiles, and autonomy is matched to risk rather than to seniority.
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- **Before any edit outside `memory/`, `escalations/`, or `verbs/proposed/`, I check `lib/autonomy.yaml`.** If the surface I want to change is listed there with a non-`gated` mode, I edit directly following that mode's rules. If the surface is not listed (or is listed as `gated`), I file an `improvement` escalation instead.
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- When I make an autonomous edit:
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- 1. **Confirm the mode**: re-read the entry in `lib/autonomy.yaml`. `append-only` means I can add but never edit or remove existing entries. `inline-enrichment` means I can update soft fields within existing entries but not restructure. `bounded` means I stay within the ranges named there.
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- 2. **Make the edit** as a single, focused change.
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- 3. **Commit it as me, not as my operator**. Use `git commit --author="{my full name} <{my email}>" -m "..."` so the dashboard's "Recent edits by me" surface can attribute the change and the operator can revert it with `git revert <sha>` if it doesn't earn its keep.
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- 4. **Log the action** via `praxis log` with `action=autonomous_edit` and a `path=` extra naming what I touched.
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- 5. **Respect `max_pending`**: for `append-only` surfaces, if I've appended N times since the last operator commit on that file, and N >= max_pending, I stop and file an `improvement` escalation asking my operator to review/compact instead of appending more.
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- The operator's safety net is git history + the dashboard. Every commit I make is visible, attributable, and revertable. Autonomy isn't a one-way door.
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- If I'm uncertain whether an edit is in scope: it isn't. File an `improvement` escalation.
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-
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- ## When my operator asks for system-level changes
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-
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- If they ask to extend a verb, change the dashboard, refactor framework code, or scope new tooling — that's not me. That's their supervisor session at the framework directory. I should point them there rather than try to act on it from this session.
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- # Local tooling
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- .claude/
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- .playwright-mcp/
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- .praxis/
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-
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- # Secrets — never commit
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- .env
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- *.env
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- **/secrets.yaml
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- **/credentials.json
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-
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- # Python bytecode
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- __pycache__/
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- *.pyc
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-
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- # OS
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- .DS_Store
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-
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- # Add role-specific gitignores below — e.g. work-product subdirectories
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- # that contain raw external data (prospects/*.json, tickets/*.json, etc.)
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- # Praxis dashboard for this role.
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- #
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- # Usage:
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- # cp .env.example .env && vim .env # set ANTHROPIC_API_KEY
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- # docker compose up # pulls the dashboard image
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- #
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- # Open http://localhost:4321
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- #
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- # Upgrading:
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- # docker compose pull && docker compose up -d
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- #
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- # MCP servers: add sibling services on the praxis network and list them
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- # in PRAXIS_MCPS (format: name=http://service:port[,name=http://...]).
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- # Per-server allow/deny lives in lib/autonomy.yaml under the `mcps:` block.
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-
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- services:
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- dashboard:
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- image: ghcr.io/steveworley/praxis-framework/dashboard:main
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- container_name: praxis-dashboard
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- ports:
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- - "127.0.0.1:4321:4321"
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- volumes:
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- - .:/role
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- environment:
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- PRAXIS_ROLE_HOME: /role
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- PRAXIS_LOG_GLOB: "**/logs/*.jsonl"
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- ANTHROPIC_API_KEY: ${ANTHROPIC_API_KEY:-}
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- # PRAXIS_MCPS: "" # name=url[,name=url] — wire MCP servers here
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- networks:
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- - praxis
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- restart: unless-stopped
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-
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- # Add MCP services below as siblings on the praxis network. Example:
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- #
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- # mcp-slack:
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- # image: ghcr.io/your-org/mcp-slack:latest
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- # environment:
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- # SLACK_BOT_TOKEN: ${SLACK_BOT_TOKEN}
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- # networks: [praxis]
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- # restart: unless-stopped
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-
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- networks:
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- praxis:
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- driver: bridge
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- # Escalations
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-
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- Where I raise my hand. One markdown file per escalation, named `{YYYY-MM-DD}-{slug}.md`.
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-
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- See `verbs/escalate.md` for the playbook and the framework's `docs/escalations.md` for the conventions in detail.
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-
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- ## When this is the right place
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-
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- | | Notebook (`memory/`) | Escalation |
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- |---|---|---|
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- | Shape | Observation | Ask |
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- | Action | None implied | Operator does something |
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- | Urgency | None | Sometimes blocking |
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-
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- If I learned something but I'm not asking for anything, it goes in `memory/`. If I want my operator to act, it goes here.
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-
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- ## Three kinds
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-
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- - **`help`** — stuck *now*, can't continue without input
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- - **`improvement`** — process friction noticed, not blocking
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- - **`proposed_skill`** — drafted a new verb in `verbs/proposed/{slug}.md` for review
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-
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- ## Format
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-
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- ```yaml
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- ---
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- kind: help | improvement | proposed_skill
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- urgency: low | normal | high
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- created: YYYY-MM-DD
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- agent_context: <which agent run produced this>
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- proposed_skill: <optional path>
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- status: open
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- ---
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-
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- # {Short title}
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-
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- ## What I was doing
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- ...
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-
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- ## What I tried
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- ...
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-
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- ## What I'm asking for
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- ...
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- ```
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-
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- ## Lifecycle
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-
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- `open` → `resolved` (help / improvement) or `accepted` / `declined` (proposed_skill).
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-
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- When status changes, append a brief resolution note at the bottom of the file. Don't rewrite the original ask.
File without changes
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- # Autonomy — surfaces I (the role) can edit autonomously, and how.
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- #
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- # Operator-authored. I never edit this file myself; doing so would let me
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- # expand my own autonomy, which defeats the point.
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- #
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- # The framework documents the full model in docs/autonomy.md. Short version:
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- # different surfaces have different risk profiles. Match autonomy to risk,
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- # not to "importance".
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- #
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- # Modes:
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- # full — I can do anything in this directory/file (current
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- # state of memory/, escalations/, verbs/proposed/).
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- # append-only — I can add new entries to a list. I never delete or
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- # edit existing entries. After max_pending unreviewed
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- # additions, I must file an `improvement` escalation
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- # for compaction instead of appending more.
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- # inline-enrichment — I can update soft fields (notes, calibration text)
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- # within existing structured entries. I never add or
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- # remove top-level entries; structural changes go
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- # through escalation.
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- # bounded — I can adjust parameters within ranges the operator
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- # has set. The bounds live alongside this entry.
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- # gated — I never edit autonomously. Escalate or draft into
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- # verbs/proposed/.
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- #
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- # Anything not listed below is implicitly `gated`. To open a new surface,
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- # the operator adds it here.
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- #
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- # Every autonomous edit must be a git commit signed by the role
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- # (`--author="{role full name} <{role email}>"`) so the dashboard's
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- # "Recent edits" surface can attribute and surface diffs for operator
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- # review. The operator can revert any commit; that's the safety net.
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-
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- surfaces:
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- # === Already-autonomous (named here for discoverability) ===
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-
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- - path: memory/
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- mode: full
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- why: |
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- Persona-shaped notebook. Operator prunes; I notice. The reflection
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- beat at end-of-run is what fills this directory.
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-
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- - path: verbs/proposed/
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- mode: full
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- why: |
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- Drafts of new verbs. The HiTM gate is what stops drafts from
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- becoming live verbs — I never move my own drafts into verbs/.
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-
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- - path: escalations/
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- mode: full
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- why: |
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- My structured asks. The operator triages from the dashboard.
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-
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- # === Append-only — patterns/heuristics I've discovered ===
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-
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- # Example (uncomment + adapt for your role). Required fields on an
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- # append-only surface:
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- #
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- # root_key — top-level YAML key whose list I may append to
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- # unique_by — field on each entry that must be unique (often `id`)
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- # max_pending — ceiling on unreviewed entries before I must escalate
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- #
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- # The file at `path:` must already exist and contain a `<root_key>:` line
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- # followed by zero-or-more list items. New entries are appended with
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- # `reviewed: false`; you flip to `reviewed: true` after reviewing them.
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- #
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- # - path: lib/research-strategies.yaml
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- # mode: append-only
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- # max_pending: 5
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- # root_key: strategies
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- # unique_by: id
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- # why: |
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- # Org-type page conventions and discovery heuristics I notice while
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- # running research-shaped agents. Adding here speeds the next batch.
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- # Cost of wrong: one missed page (recoverable). The append-only
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- # constraint means I can't break existing entries; the max_pending
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- # forces a compaction conversation if I'm appending too fast.
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-
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- # === Inline-enrichment — soft fields on existing entries ===
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-
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- # Example (uncomment + adapt). Required fields on an inline-enrichment
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- # surface:
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- #
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- # root_key — top-level YAML key whose list of entries I may touch
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- # unique_by — field on each entry that identifies which one I mean
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- # soft_fields — whitelist of field names I may update within an entry
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- #
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- # Structured fields (everything not in `soft_fields`) are operator-owned;
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- # I can never create or delete entries. Use this for reference data where
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- # the structure is yours but the soft texture per-entry is the role's
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- # lived experience (notes the role observed, calibration timestamps, etc).
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- #
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- # - path: lib/team.yaml
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- # mode: inline-enrichment
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- # root_key: members
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- # unique_by: id
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- # soft_fields:
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- # - notes
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- # - last_observed_at
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- # why: |
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- # Structured team data is operator-owned (name, role, email), but I
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- # keep the notes column current with what I observe in day-to-day
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- # interactions. Cost of wrong: a stale calibration note (recoverable
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- # by `git revert`); the soft_fields whitelist means I can never
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- # touch the structured org-chart fields.
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-
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- # === Bounded — numeric parameters within operator-set ranges ===
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-
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- # Example (uncomment + adapt). Required field on a bounded surface:
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- #
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- # bounds — per-parameter map of {min, max, step?} describing the
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- # ranges I may tune within. Parameters NOT in `bounds` are
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- # operator-only; I refuse to touch them.
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- #
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- # The file at `path:` is a flat YAML map of `key: value` pairs (operator
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- # usually seeds it with defaults). I adjust values using `adjust_param`;
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- # the framework refuses values outside the declared range, off-step (when
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- # `step` is set), or keyed by a name outside the bounds map.
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- #
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- # - path: lib/warmup.yaml
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- # mode: bounded
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- # bounds:
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- # sends_per_day: { min: 10, max: 100, step: 5 }
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- # weeks_to_full_send_rate: { min: 4, max: 12 }
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- # new_thread_ratio: { min: 0.1, max: 0.9 }
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- # why: |
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- # Warmup throttle parameters. I tune within ranges based on observed
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- # deliverability; operator-set ceilings cap the blast radius. Cost of
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- # wrong: overcautious throttle (recoverable; affects send rate, not
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- # correctness).
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-
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- # === Implicitly gated (do NOT list here unless opening up) ===
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- #
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- # These remain operator-only. Listed for documentation:
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- #
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- # - persona.md (constitution — voice + hard inhibitions)
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- # - lib/business-context.yaml (operator-owned; edited via the dashboard /role page)
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- # - verbs/*.md (existing files) (capability surface — behavioral risk)
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- # - lib/customers.yaml (legal/business — never cold-email a customer)
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- # - lib/compliance.yaml (legal/safety — Spam Act + opt-out gates)
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- # - CLAUDE.md (constitution — global behavior)
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-
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- # === MCP servers — per-server allow/deny ===
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- #
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- # The dashboard discovers MCP servers via the `PRAXIS_MCPS` env var (set in
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- # docker-compose.yml). Each server contributes one tool per method it
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- # exposes; this block decides which servers the role may actually call.
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- #
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- # Default for unlisted servers is `deny` — operators opt in explicitly per
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- # server. Per-method / per-recipient scoping (e.g. which Slack channels,
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- # which email addresses) is intentionally out of scope here; if you need
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- # tighter gating, configure it in the MCP server itself.
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- #
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- # Uncomment and adapt:
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- #
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- # mcps:
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- # slack: allow
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- # gmail: allow
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- # playwright: deny
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- version: 1
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- business_context: []
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- # Output taxonomy — framework-shipped reference.
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- #
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- # This file documents the five output primitives the framework writes to
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- # `output/`. It is reference material — the dashboard and the chat tools
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- # read the authoritative TypeScript registry at
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- # `dashboard/src/lib/output/types.ts`, NOT this file. Editing this YAML
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- # does not change runtime behaviour. The file exists so an operator can
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- # read the schema without leaving their role home.
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- #
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- # Lifecycle (closed enum, applies framework-wide):
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- # draft → review → ready → sent → done → archived
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- #
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- # Path safety: every slug and entity_id segment must match
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- # /^[a-z0-9][a-z0-9-]*$/ — lowercase alphanumerics and hyphens, starting
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- # alphanumeric.
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-
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- status_enum:
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- - draft # in progress; not yet ready for review
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- - review # operator eyes wanted
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- - ready # complete; waiting for action (e.g. operator to send)
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- - sent # shipped to its recipient
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- - done # work is complete (no further action expected)
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- - archived # superseded or stale; kept for history
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-
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- types:
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-
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- document:
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- # Long-form prose: a brief, a note, an analysis. Standalone — no
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- # entity tie, no recipient.
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- path_template: output/document/{slug}.md
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- required:
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- title: Human-readable title (renders as the file's H1 in the dashboard)
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- optional:
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- audience: Who this is written for (free-text)
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-
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- draft:
37
- # Outgoing communication: an email body, a Slack DM, a letter. The
38
- # framework does NOT send anything — drafts live on disk until the
39
- # operator (or a future role-defined send tool) actually transmits.
40
- # Status flow is typically: draft → review → ready → sent.
41
- path_template: output/draft/{slug}.md
42
- required: {}
43
- optional:
44
- recipient: Who the message is addressed to (free-text; email, Slack handle, mailing address)
45
- channel: How it will be sent — closed enum
46
- subject: Subject line / Slack first-message text
47
- channel_enum:
48
- - email
49
- - slack
50
- - dm
51
- - letter
52
- - call
53
- - other
54
-
55
- record:
56
- # Observation tied to an entity. The entity_type / entity_id segments
57
- # become path segments, so every record about the same entity sits in
58
- # the same directory: `output/record/<entity_type>/<entity_id>/`.
59
- # Use this for account reads, call notes, meeting logs — anything
60
- # whose value is in being correlatable to a thing.
61
- path_template: output/record/{entity_type}/{entity_id}/{slug}.md
62
- required:
63
- entity_type: The kind of entity (e.g. account, contact, project) — slug-shaped
64
- entity_id: The specific entity (e.g. acme, mary-chen, q1-launch) — slug-shaped
65
- observed_at: ISO date or datetime for when the observation was made
66
- optional: {}
67
-
68
- plan:
69
- # Multi-step intent the role committed to. The body is a checklist
70
- # using GitHub-flavoured markdown: `- [ ]` for open, `- [x]` for done.
71
- # The dashboard parses these to compute progress; the role updates the
72
- # body to mark steps complete.
73
- path_template: output/plan/{slug}.md
74
- required:
75
- goal: One-line statement of the plan's objective
76
- optional:
77
- owner: Who is responsible for executing (defaults to the role itself)
78
-
79
- reference:
80
- # Reusable knowledge worth keeping: a heuristic, a recipe, a playbook
81
- # excerpt, a calibration. Distinct from `memory/` — references are
82
- # work-product the role might cite later; memory entries are personal
83
- # observations.
84
- path_template: output/reference/{slug}.md
85
- required:
86
- topic: One-line topic the reference addresses
87
- optional:
88
- tags: Array of short tags for filtering (max 20)
@@ -1,70 +0,0 @@
1
- # Tools — framework-level catalog of capabilities a role can request.
2
- #
3
- # Roles declare which capabilities they need per-agent in frontmatter; the
4
- # runtime maps capabilities to concrete adapters at startup. Operators select
5
- # from this catalog during `praxis init`.
6
- #
7
- # Schema (per entry under `capabilities:`):
8
- # description — short human-readable summary
9
- # transport_options — list of supported transports (e.g. native, stdio, sse, url)
10
- # default_transport — which transport to use unless overridden
11
- # always_available — true if the runtime always exposes this capability
12
- # (built-ins like bash/edit/log). Defaults to false.
13
- # default_auth_env — env-var name the runtime reads for credentials, if any
14
- # docker_image — container image used when transport is stdio
15
- #
16
- # Anything not in this list is unavailable to roles. To add a new capability,
17
- # extend this file and ship the matching adapter in the framework.
18
-
19
- capabilities:
20
- bash:
21
- description: "Shell execution scoped to the role's working directory"
22
- transport_options: [native]
23
- default_transport: native
24
- always_available: true
25
-
26
- edit:
27
- description: "Read/write files inside the role's working directory"
28
- transport_options: [native]
29
- default_transport: native
30
- always_available: true
31
-
32
- websearch:
33
- description: "Web search via configured provider (Tavily, Brave, Google)"
34
- transport_options: [url]
35
- default_transport: url
36
- always_available: false
37
-
38
- log:
39
- description: "Structured JSONL action logging via bin/log"
40
- transport_options: [native]
41
- default_transport: native
42
- always_available: true
43
-
44
- mcp:google-workspace:
45
- description: "Gmail, Calendar, Drive via Google Workspace MCP"
46
- transport_options: [stdio, sse, url]
47
- default_transport: stdio
48
- default_auth_env: GOOGLE_WORKSPACE_TOKEN
49
- docker_image: praxis/mcp-google-workspace:latest
50
-
51
- mcp:slack:
52
- description: "Slack read/write via Slack MCP"
53
- transport_options: [stdio, sse, url]
54
- default_transport: stdio
55
- default_auth_env: SLACK_MCP_TOKEN
56
- docker_image: praxis/mcp-slack:latest
57
-
58
- mcp:playwright:
59
- description: "Headless browser for JS-rendered pages and PDF extraction"
60
- transport_options: [stdio, sse]
61
- default_transport: stdio
62
- default_auth_env: null
63
- docker_image: mcr.microsoft.com/playwright:v1.45.0-noble
64
-
65
- mcp:filesystem:
66
- description: "Extended filesystem access (beyond role workdir)"
67
- transport_options: [stdio]
68
- default_transport: stdio
69
- default_auth_env: null
70
- docker_image: praxis/mcp-filesystem:latest
@@ -1,51 +0,0 @@
1
- # Notebook
2
-
3
- This is where I keep what I learn that doesn't have another home — people I work with, soft account context, voice calibrations, ongoing situations. It's persona-shaped.
4
-
5
- ## Layout
6
-
7
- - `people/` — internal team and external contacts I've built relationships with
8
- - `accounts/` — softer narrative context that doesn't fit `lib/`
9
- - `notes/` — voice calibrations, ongoing situations, anything else
10
-
11
- These are suggestions, not rules. If something doesn't fit, make a new directory.
12
-
13
- ## Format
14
-
15
- Markdown with optional frontmatter:
16
-
17
- ---
18
- created: YYYY-MM-DD
19
- updated: YYYY-MM-DD
20
- ---
21
-
22
- # Title
23
-
24
- Body...
25
-
26
- The first `#` heading is the title. Without one, the filename is used.
27
-
28
- ## What goes here vs elsewhere
29
-
30
- - Structured facts (rosters, customer lists, capabilities, compliance rules) → `lib/*.yaml`
31
- - My persona definition + voice rules → `persona.md`
32
- - Operator preferences (how my operator wants me to *run*) → harness auto-memory
33
-
34
- This directory: relational and observational content with no other home.
35
-
36
- Update the `updated` date when I revise an entry. Growth over time is the point.
37
-
38
- ## Triggers — what's worth writing
39
-
40
- Concrete signals that a memory entry is the right move. None of these are required; they're prompts for the reflection beat at end-of-run.
41
-
42
- - **A person calibration** — something a contact said (or didn't say) shifted my read of them. Their preferred channel, their tolerance for context, what they treat as a red flag, who they actually defer to vs. who their title says they defer to.
43
- - **An account moved unexpectedly** — a customer expanded, contracted, or changed posture in a way I didn't predict. Capture the signal even if I'm not yet sure what it means.
44
- - **A voice shift I made** — I deliberately changed register for a context. Write down why; that's how the persona stays calibrated rather than drifting.
45
- - **A small mistake I caught** — I sent the wrong thing, or almost did, and figured out why. The lesson is more durable than the mistake.
46
- - **A pattern recurring** — second or third time I've noticed the same shape. Write it now; don't wait for the fourth.
47
- - **An autonomy shift** — my operator gave me a wider mandate (or pulled one back). Note the cadence change so I don't drift back into the old habit.
48
-
49
- If any of these don't have a clearer home — `lib/` for structured facts, `escalations/` for action-shaped asks, `persona.md` for hard rules — they belong here.
50
-
51
- Default to writing. My operator prunes; I notice.
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