fdeops 3.15.0 → 3.15.2
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/AGENTS.md +1 -1
- package/README.md +131 -90
- package/adapters/AGENTS.md +2 -2
- package/adapters/GEMINI.md +2 -2
- package/adapters/LOCAL-LLM.md +1 -1
- package/adapters/README.md +2 -2
- package/adapters/copilot-instructions.md +2 -2
- package/adapters/cursor.fde.mdc +3 -3
- package/bin/check.js +91 -32
- package/bin/fde.js +16 -16
- package/bin/lib/memory.js +1 -1
- package/bin/lib/render.js +1 -1
- package/bin/lib/trust.js +1 -1
- package/mcp/README.md +2 -2
- package/mcp/fdeops-ingest/README.md +8 -8
- package/mcp/fdeops-ingest/package.json +1 -1
- package/mcp/fdeops-ingest/server.js +1 -1
- package/mcp/recipes/README.md +2 -2
- package/mcp/recipes/file.md +1 -1
- package/mcp/recipes/granola.md +5 -5
- package/mcp/recipes/notion.md +2 -2
- package/mcp/recipes/slack.md +5 -5
- package/package.json +1 -1
- package/plugin.json +1 -1
- package/skills/fde/SKILL.md +36 -23
- package/skills/fde/references/ai.md +8 -8
- package/skills/fde/references/assumption-audit.md +2 -2
- package/skills/fde/references/blast-radius.md +1 -1
- package/skills/fde/references/business-case.md +3 -3
- package/skills/fde/references/close.md +5 -5
- package/skills/fde/references/debrief.md +2 -2
- package/skills/fde/references/discover.md +7 -7
- package/skills/fde/references/eval-pack.md +6 -6
- package/skills/fde/references/handoff-engineering.md +2 -2
- package/skills/fde/references/incremental-build.md +20 -11
- package/skills/fde/references/ingest-connect.md +6 -6
- package/skills/fde/references/ingest.md +14 -14
- package/skills/fde/references/initiative-triage.md +6 -6
- package/skills/fde/references/land.md +8 -8
- package/skills/fde/references/multi-customer-ops.md +1 -1
- package/skills/fde/references/options-analysis.md +2 -2
- package/skills/fde/references/plan.md +6 -6
- package/skills/fde/references/red-team.md +2 -2
- package/skills/fde/references/review.md +7 -7
- package/skills/fde/references/scope-defense.md +3 -3
- package/skills/fde/references/ship.md +16 -16
- package/skills/fde/references/sketch.md +3 -3
- package/skills/fde/references/stakeholder-radar.md +4 -4
- package/skills/fde/references/status.md +8 -8
- package/skills/fde/references/trust-engineering.md +1 -1
- package/skills/fde/references/use-case-scoring.md +1 -1
package/skills/fde/SKILL.md
CHANGED
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---
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name: fde
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description: Keeps engagement
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description: Keeps the engagement record for client work. Use when they name a client or stakeholder. Use when they debrief a meeting or paste notes. Use when they ask what was agreed. Use when they run a POC, slice a feature on the client's codebase, prove it on their staging, or need evals before a model acts. Use when they prep a readout, when trust shifts, or they say @fde. Route and run the local fde CLI (or npx --yes fdeops). Never ask them to type commands. Not for ordinary code edits in an unbound repo.
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---
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# @fde
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## Purpose
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The **engagement record** for one client. One skill; six stages (land → close). You
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The **engagement record** for one client, from first meeting to signed outcome. One skill; six stages (land → close). You route; they never pick a skill. Confirm, then write `.fde/`. The workspace still compiles and commits. `@fde` does not leave.
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## When to use
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- They named a client, pasted notes, or asked what was agreed
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- The brief feels wrong, a sponsor went quiet, or Friday needs the ledger
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- Unbound
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- Unbound - ask the name once, then **you** run `fde resume --init`
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## When NOT to use
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A one-line typo or compile error in a file that will not ship. On a bound client: stay here for POC, slice, characterisation, eval, go-live, rollback, and acceptance.
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## Use these first
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|---------|-----------------|---------|-----------|
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| **The brief is wrong** | "If this works, who in their company would have to agree that it worked?" | `fde resume` then discover | `references/discover.md` |
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| **They went quiet** | "Is this a process gap, or a trust problem?" | `fde log contact "…" --signal amber\|red\|green` | `references/rescue.md` |
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| **When did we agree?** | Don't argue from memory. Search the record. | `fde receipts <term>` |
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| **What
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| **When did we agree?** | Don't argue from memory. Search the record. | `fde receipts <term>` | - |
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| **What's the outcome?** | A number nobody signed is claimed, not delivered. | `fde status` | `references/status.md` |
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After a meeting: `fde debrief --smart` → confirm → `--apply`. Walk-in: `fde prep`. Friday: `fde status`.
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## Ground loop
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On someone else's site the work is not "write code, remember later." Every slice stays on `@fde`:
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1. **Name it** in `decisions.md` (plan) or kill it in a day (sketch).
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2. **Characterise their code** before you change it (incremental-build). Their tests, their runner.
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3. **Prove it where they live.** Staging they operate, a screen the signer in `success.md` can reject.
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4. **If a model judges:** `evals.md` Verdict SHIP before the slice is done (eval-pack).
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5. **Log delivery.** Outcome is promised → measured → accepted, not a green CI.
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A throwaway file can skip the loop. A client slice cannot.
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## Human surface vs agent plumbing
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**FDE (human):** `@fde` + English, or `/brief` `/discover` `/plan` `/ship` `/
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**FDE (human):** `@fde` + English, or `/brief` `/discover` `/plan` `/ship` `/outcome` `/close` `/debrief` `/prep` `/quiet` `/agreed` `/status`. Never a skill catalog.
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**You (agent):** run the CLI. **Never tell the FDE to type** `fde …`. If unbound, you run `fde resume --init` after one question. Never ask them to run the CLI.
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1. `fde resume` (bounded `context.md`). `--full` only if you need the whole log.
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2. **NO ENGAGEMENT:** ask "What should we call this client?" then **you** init. Pasted notes → debrief after bind.
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3. Playback 2
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3. Playback 2-3 lines. `hygiene:` → offer `fde doctor`; **never auto-rewrite**.
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4. Route. Read **one** `references/*.md`. Confirm, then write.
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Writes need a bind (`FDEOPS_ENGAGEMENT` or registry). Never install fdeops on infrastructure they do not control.
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| debrief / pasted notes | `fde debrief --smart` → you rewrite prefixes → confirm → `--apply`. `--smart` is a gate, not a brain. `references/debrief.md` |
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| prep me for … | `fde prep "<label>"` |
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| when did we agree | `fde receipts <term>` |
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| sponsor update /
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| sponsor update / the outcome | `fde status` |
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| they went quiet | `fde log contact "…" --signal amber\|green\|red` |
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| fieldbook page | `fde dashboard` |
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| clean up the fieldbook | `fde doctor`
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| clean up the fieldbook | `fde doctor` - never auto-rewrite |
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| scrub a secret | `fde redact <term>` then `--apply` after confirm |
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| pull Granola/Slack/transcript | capability check → `fde ingest stage` → confirm → apply. Never auto-apply. `references/ingest.md` |
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| connect an MCP | `references/ingest-connect.md` |
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2. **Deliverable = memory.** The work *is* the `.fde/` file. The reference names which one.
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3. **Evidence.** Every claim has a source. Traceable beats plausible.
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4. **No invented facts.** People, quotes, meetings, numbers: they said it or the repo shows it. Else `unknown - ask: <question>`.
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5. **Session digest** (end of session and before a PR)
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5. **Session digest** (end of session and before a PR) - thinking, not the chat. Confirm, then write. Never a transcript dump.
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| Digest beat | Lands in |
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|-------------|----------|
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| **TL;DR** | `context.md` |
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| **Key decisions & why** | `decisions.md`
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| **Key decisions & why** | `decisions.md` - skip if none |
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| **Pivot / aha** | `context.md` or `decisions.md` |
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| **Scope + verification** | `delivery.md` if code/PR; else skip |
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| **Gotchas** | `context.md` |
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| **Next action** | existing `## Next action`
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| **Next action** | existing `## Next action` - **replace**; never append a second heading |
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Judgment ships in the fieldbook. Raw transcripts stay on the machine. The `session-stop` hook is a thin backstop; **you** write the digest.
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6. **One customer, one folder.**
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7. Never drop `## Signal history` or `## Retired` when rewriting those files.
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**Don't invent.** Don't tell them to run the CLI. Don't fill `success.md` / `terrain.md` with guesses. Don't ship on "probably fine"
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**Don't invent.** Don't tell them to run the CLI. Don't fill `success.md` / `terrain.md` with guesses. Don't ship on "probably fine" - intent vs diff, then pre-blast. Don't grill mid-flow. Don't sync transcripts into git.
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## Data boundary
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CLI is local (`git` + files, no network). You see their code only when they point you at it. AI policy unknown → ask before loading code. `<private>` is redacted from CLI/dashboard/hooks
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CLI is local (`git` + files, no network). You see their code only when they point you at it. AI policy unknown → ask before loading code. `<private>` is redacted from CLI/dashboard/hooks - do not open raw private blocks with file tools.
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## Voice
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Direct. Their words. No "Certainly." Playback 2
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Direct. Their words. No "Certainly." Playback 2-4 lines, then act. One question only when a missing fact changes the next move.
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New embed: sprint / standard / programme changes depth, not which methods exist. Before first code: safe place to break things, plus AI-code policy. Before go-live: who needs to know, what's the rollback. Before a sponsor artifact: as-is or gut-check first.
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Muddy signal: name it ("discover or rescue
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Muddy signal: name it ("discover or rescue - leaning X"). Never a phase-picker interview. Default: land if new, audit if takeover.
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## Routing - 6 stages
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| Don't know the real problem, brief feels wrong, shadow processes | discover | `references/discover.md` |
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| The brief feels too neat, assumptions untested, "we just need…" | assumption-audit | `references/assumption-audit.md` |
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| Multiple use cases competing, "we want to do everything" | use-case-scoring | `references/use-case-scoring.md` |
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| Need to validate a direction, prototype, demo to de-risk | sketch | `references/sketch.md` |
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| Need to validate a direction, prototype, demo to de-risk, **POC**, spike, killer assumption | sketch | `references/sketch.md` |
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### Plan
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| You hear | Skill | Reference |
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|----------|-------|-----------|
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| Large feature, need visible progress every 2
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| Large feature, need visible progress every 2-3 days, slice it, characterise their tests, POC follow-through | incremental-build | `references/incremental-build.md` |
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| What could go wrong, touching shared infrastructure, need to assess impact | blast-radius | `references/blast-radius.md` |
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| Production down, urgent - OR stakeholder gone quiet, trust slipping | rescue | `references/rescue.md` |
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| Ready to deploy, going live, pre-flight check | ship | `references/ship.md` |
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| Review this change, is it safe, does it match what we agreed | review | `references/review.md` |
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| Diff grew / scope creep in the PR / "did we only build what we said" / KEEP JUSTIFY SPLIT DROP | review (+ ship if going live) | `references/review.md` Stage 1 · `references/ship.md` Intent vs diff |
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| Wrap the session / share the thinking / catch teammates up / before I open the PR | (memory contract
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| Wrap the session / share the thinking / catch teammates up / before I open the PR | (memory contract - session digest) | SKILL.md **On exit** - write TL;DR + decisions/why into `.fde/`; no transcript sync |
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| "We can always revert" - need to actually test the escape route | rollback-drill | `references/rollback-drill.md` |
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### Prove
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| Signal | Overlay |
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|--------|---------|
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| AI, ML, LLM, model, embeddings, RAG, agents, fine-tuning, inference, drift | `references/ai.md` |
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| Golden set, eval suite, eval pack, pass/fail before AI ship, HITL gate for model | `references/eval-pack.md` (+ `ai.md`) |
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| Golden set, eval suite, eval pack, pass/fail before AI ship, HITL gate for model, POC the model | `references/eval-pack.md` (+ `ai.md`) |
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| Deck, slides, report, governance framework, compliance pack, ADR, PDF | `references/artifacts.md` |
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| Patient data, PHI, HIPAA, EHR, clinical | `references/healthcare.md` |
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| Payments, cardholder data, PCI-DSS, anything that moves money | `references/fintech.md` |
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## Principles
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- Never ask the FDE to pick a phase. That's your job.
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- Ground loop on a bound client: name → characterise → prove where they live → log. Do not hand the slice to a generic coding pack.
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- Read `context.md` before speaking. One sharp question - never a barrage.
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- Never invent people, meetings, or numbers - `unknown - ask:` beats a polished lie.
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- Every phase ends with its artifact written. No artifact, no "done."
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- Evidence on every claim. The FDE will be challenged on these files.
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- Overlays activate on signal, not on request.
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4. **Does it need fine-tuning?** Only when: you have 500+ high-quality examples, the base model fails consistently on your domain, and the cost of inference at scale justifies the training cost.
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**Evaluation method (before choosing):**
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- Build a test set: 50
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- Build a test set: 50-100 representative inputs with expected outputs.
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- Run every candidate model against the test set.
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- Score: accuracy, latency, cost per call, failure modes.
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- The cheapest model that scores above the quality threshold wins.
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## Engagement eval pack (before AI ships)
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When any slice touches a model, embeddings, RAG, or an agent: create or update `.fde/evals.md` **before** ship. Full method: `references/eval-pack.md`. This is the engagement-local test set
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When any slice touches a model, embeddings, RAG, or an agent: create or update `.fde/evals.md` **before** ship. Full method: `references/eval-pack.md`. This is the engagement-local test set - not unit tests.
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**Minimum pack (do not grow until the minimum exists):**
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1. **Component + quality bar**
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2. **Golden cases**
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3. **Failure modes**
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4. **Pass/fail**
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5. **HITL gate**
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1. **Component + quality bar** - one sentence each; kill switch / fallback named.
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2. **Golden cases** - 5-20 representative inputs with expected outputs and a pass rule. Prefer real production-shaped data (sanitized).
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3. **Failure modes** - at least the silent ones: hallucination/ungrounded, retrieval miss (if RAG), drift, cost runaway.
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4. **Pass/fail** - dated run; Verdict **SHIP** or **NO-SHIP**; critical fails must be 0.
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5. **HITL gate** - which decisions need human review before action (align with `trust-profile.md`). Empty when policy requires review → NO-SHIP.
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**When to write:** plan seeds the pack; sketch/build grows goldens; ship requires Verdict SHIP and a receipt in `delivery.md` → `## Ship receipts`. Non-AI work skips this file entirely.
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3. **Generate** - chunks + query → LLM → answer with citations
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**Common failure modes:**
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- **Chunk size wrong.** Too small = lost context. Too large = noise drowns signal. Start at 500
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- **Chunk size wrong.** Too small = lost context. Too large = noise drowns signal. Start at 500-1000 tokens with 100-token overlap.
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- **No citation/grounding.** If the model can't point to where it found the answer, you can't verify it. Always require source attribution.
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- **Stale index.** Documents update, embeddings don't. Define the refresh cadence. Real-time for critical data, daily for reference docs.
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- **Retrieval miss.** The right document exists but wasn't retrieved. Test with known-answer queries where the answer IS in the corpus - if retrieval misses these, the embedding model or chunking strategy needs work.
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Acme's brief reads cleanly, which is the signal.
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Extracted assumptions include one nobody said aloud: *finance would act on an alert*. The whole plan rests on it, and the evidence behind it is a sentence in a kickoff. Blast radius CRITICAL
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Extracted assumptions include one nobody said aloud: *finance would act on an alert*. The whole plan rests on it, and the evidence behind it is a sentence in a kickoff. Blast radius CRITICAL - if false, alerting changes nothing and the engagement delivers a page nobody answers.
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Validation is a test, not a discussion, and it is cheap: send one real failure notification to the finance channel and watch what happens. It goes first because highest blast radius × cheapest test is the killer test.
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Result: acked in 40 minutes, by Marco, not finance. Assumption DISPROVED, and the plan changes before six weeks are spent on it
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Result: acked in 40 minutes, by Marco, not finance. Assumption DISPROVED, and the plan changes before six weeks are spent on it - the alert needs a rota with an owner, which is a different piece of work than the one that was funded. `assumptions.md` records the status, the evidence, and the date; the finding is presented to the FDE as a fact base, not as "the brief was wrong".
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## Principles
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ADJACENT → 2
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ADJACENT → 2-5 callers or one downstream system affected
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**3. Sensitivity check - name the two drivers that swing the result:**
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Every business case has 1
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Every business case has 1-2 variables where a small change flips the outcome. Name them explicitly:
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> "This case holds if the team actually reclaims 6+ hours/week per person. If it's only 3 hours, the payback extends from 5 months to 14 months. The validation: measure time-spent before and after pilot with 2 team members."
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Anchor: two silent failures since March, each one day of finance reconciliation by hand plus a late close (`reality.md`, Marco's sheet). That is the number the sponsor already believes because her own team reported it.
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Driver model the sponsor can trace: incidents/quarter × hours of manual reconciliation × loaded cost, plus the tail risk of a late regulatory close
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Driver model the sponsor can trace: incidents/quarter × hours of manual reconciliation × loaded cost, plus the tail risk of a late regulatory close - stated separately, because mixing a certain small number with an uncertain large one is how a case loses credibility.
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Sensitivity names the two drivers that swing it: incident frequency (2/quarter → 1/quarter and the case halves) and whether the manual re-run continues in parallel (if Marco keeps re-running every morning, the saving is theoretical). The second one is the honest weakness, so it is in the case rather than waiting to be found in the room
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Sensitivity names the two drivers that swing it: incident frequency (2/quarter → 1/quarter and the case halves) and whether the manual re-run continues in parallel (if Marco keeps re-running every morning, the saving is theoretical). The second one is the honest weakness, so it is in the case rather than waiting to be found in the room - with the condition that makes it hold: the morning re-run stops after two clean cycles, agreed with Marco.
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## Principles
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- AI components: did they behave in production? What failure modes did the prototype hide? Is the team equipped to maintain them?
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**1b. Value + receipts close gate (refuse green close if any fail):**
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- Primary value bucket in `success.md` matches what the sponsor funded; at least one ledger row has **Measured** (not forever-`pending`) with evidence **and a named customer-side owner in Accepted by** for that bucket
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- Primary value bucket in `success.md` matches what the sponsor funded; at least one ledger row has **Measured** (not forever-`pending`) with evidence **and a named customer-side owner in Accepted by** for that bucket - or the retrospective explicitly records “not measured; sponsor accepted pending.” A measured-but-unaccepted number closes as `claimed`; say so in the retrospective rather than closing green on arithmetic nobody signed.
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- Audit receipt exists for the final shipped path (exceptions/operating map walked; cite file).
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- Eval receipt: **n/a if no AI**, else final golden/eval result + HITL owner recorded; kill switch / fallback named in `handoff.md`.
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- One line in the retrospective: which bucket moved, by how much, vs baseline.
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## Checkpoint
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Direct assessment to the FDE: did the engagement achieve `success.md` · 2
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Direct assessment to the FDE: did the engagement achieve `success.md` · 2-3 lessons that matter · is the pattern worth encoding · is the handoff complete or where are the gaps. Also: value bucket + audit receipt green; eval **n/a or green**. Pending Measured without sponsor acceptance = gap, not green close. Honest - a gap named now is cheaper than a callback in six weeks.
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## Worked example
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Acme, twelve weeks in, the FDE is rolling off.
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Retrospective against the receipts: `brief.md` asked for monitoring, `reality.md` proved it was ownership
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Retrospective against the receipts: `brief.md` asked for monitoring, `reality.md` proved it was ownership - and the delta is the most useful paragraph in the file, because it is exactly the argument the next engagement will need.
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The close gate bites in a useful way. The ledger shows detection at 12 minutes measured across two real incidents, but **Accepted by** is empty
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The close gate bites in a useful way. The ledger shows detection at 12 minutes measured across two real incidents, but **Accepted by** is empty - Marco confirmed it in Slack, Denise (finance) never did, and Denise is whose escalation started the engagement. So it closes as `claimed` with a one-line retrospective note and a named next step, rather than a green close on a number nobody with budget agreed to.
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`handoff.md` is written for the person woken at 2am: the three things that break, what the page means, how to re-run manually the way Marco does, and who holds the tribal knowledge (Raj, who built the original job
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`handoff.md` is written for the person woken at 2am: the three things that break, what the page means, how to re-run manually the way Marco does, and who holds the tribal knowledge (Raj, who built the original job - credited, because he protects it now). `patterns.md` gets *"unowned job" presents as "unmonitored job"* - it has now happened twice.
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## Principles
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- The `fde` CLI is **local, deterministic, no AI**. `--smart` is a **gate + writer**, not a brain.
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- It keeps lines that already have `decision:` / `risk:` / `delivery:` / `contact:` / `next:` prefixes, plus a thin keyword pass (e.g. "we agreed", person+verb lines, "open question").
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- Real messy notes without prefixes often route **0 useful lines**
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- Real messy notes without prefixes often route **0 useful lines** - everything else lands as a context dump. That is expected. **You are the router:** rewrite `.debrief-propose` with type prefixes, then `--apply`.
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- `.debrief-propose` is raw lines only (no routing annotations). "Edit if mis-routed" means **rewrite the line with the right prefix**, not leave a comment in the file.
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## Method (you do this work)
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1. Save the FDE's notes to a temp `.md` file in the workspace (or pipe stdin).
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2. Run `fde debrief --smart <notes.md>` (or `npx fdeops debrief --smart …`).
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3. Open `.debrief-propose`. If lines lack type prefixes, **rewrite them** before showing the FDE, e.g.:
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- `decision: agreed chargebacks stay phase 2
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+
- `decision: agreed chargebacks stay phase 2 - Priya`
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- `risk: legal may reopen scope if we slip the SOW date`
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- `contact: Priya pushed hard on Friday deck [signal:amber]`
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- `next: send one-pager before Thursday 9am`
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Use when the "problem" is unfalsifiable, success is undefined, or you cannot name the decision discovery informs. Skip when `reality.md` / `terrain.md` already pin a testable claim and the FDE is ready to dig.
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Same format as land
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Same format as land - one Q + GUESS, no checklist:
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```
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READ: <the real problem you think exists, in one sentence>
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CONFIDENCE: ~NN%
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CONFIDENCE: ~NN% - missing: <what would falsify or confirm it>
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Q: <one question that changes where you dig>
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```
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Stop when you can write the decision sentence under **Frame the decision first**. If a name, quote, or metric is still missing, write `unknown - ask:`
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Stop when you can write the decision sentence under **Frame the decision first**. If a name, quote, or metric is still missing, write `unknown - ask:` - never invent ops folklore to make the map look complete.
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## Frame the decision first
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- **The hesitation.** When someone says "well, there's also this other thing we do…" - stop them, ask them to finish. The main story is what they're comfortable explaining; the hesitation is the real problem.
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- **"Which part of the codebase do you least want to touch?"** The answer is unanimous and it's the load-bearing wall. Check it against your churn scan - when the human answer and the churn data agree, that's your first map landmark.
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- **Shadow AI.** Someone pasting data into ChatGPT to cope = a real unmet need + an uncontrolled data risk. Note both.
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-
- **Exception-led operating map.** For each real break (not the slide-deck process): what fails, who notices first, what they do today, and which artifact is trusted in that moment. Prefer exceptions over happy-path swimlanes
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+
- **Exception-led operating map.** For each real break (not the slide-deck process): what fails, who notices first, what they do today, and which artifact is trusted in that moment. Prefer exceptions over happy-path swimlanes - the workaround is the operating system. Write rows under `terrain.md` → `## Operating map (exception-led)`. If the section is missing on an older engagement, add it; never regenerate the rest of terrain. When AI is in play, also fill `## Intelligence placement` (deterministic vs LLM judgement vs human approve). **`fde doctor` requires at least one filled exception row before plan/build/ship/close** - empty map after discover is a hygiene fail, not optional polish.
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## Method - part 3: workshop facilitation
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Score every candidate use case before anything gets prototyped:
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| Dimension | Question | 1
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+
| Dimension | Question | 1-5 |
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|---|---|---|
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| Business value | What does it cost them unsolved? | |
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| Complexity | How hard to build safely? (5 = hardest) | |
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Acme's brief blamed missing monitoring. Discovery goes to the workaround first.
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`git log` shows the reconciliation module at 47 commits/90d with no tests, all from one author who left in February. Marco (ops lead) turns out to keep a spreadsheet: every morning he re-runs the job manually and eyeballs the totals
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+
`git log` shows the reconciliation module at 47 commits/90d with no tests, all from one author who left in February. Marco (ops lead) turns out to keep a spreadsheet: every morning he re-runs the job manually and eyeballs the totals - a habit nobody mentioned because to him it is just the job. That spreadsheet is the system of record when the job fails, which is the actual finding.
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`reality.md`: **Confirmed:** the job has no owner, and the manual re-run masks failures for a day (evidence: Marco's sheet, Day 5; two silent failures since March, finance escalation Mar 14). **Stated brief was wrong because:** alerting existed last year and was disabled
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+
`reality.md`: **Confirmed:** the job has no owner, and the manual re-run masks failures for a day (evidence: Marco's sheet, Day 5; two silent failures since March, finance escalation Mar 14). **Stated brief was wrong because:** alerting existed last year and was disabled - adding it again without an owner reproduces the same outcome. `terrain.md` gets the hotspot row and an operating-map row: `job fails silently → Marco notices next morning → re-runs by hand → spreadsheet is truth → LOAD-BEARING (Marco, Day 5)`.
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Checkpoint to the FDE names the sponsor decision this creates: fund ownership, or fund alerting and accept the same failure in six months.
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@@ -1,6 +1,6 @@
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1
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# eval-pack - prove the system before it acts
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2
|
|
|
3
|
-
**Enter when:** the work touches AI/LLM/agents/RAG, or ship/close is blocked because there is no evidence the non-deterministic path is safe. Activate alongside `ai.md`, `sketch`, `build`, or `ship`
|
|
3
|
+
**Enter when:** the work touches AI/LLM/agents/RAG, or they need to POC a model, or ship/close is blocked because there is no evidence the non-deterministic path is safe. Activate alongside `ai.md`, `sketch`, `incremental-build`, or `ship` - not instead of them.
|
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|
**Read first:** `trust-profile.md` (AI policy + HITL), `terrain.md` (operating map), `delivery.md`. Create or extend `evals.md`.
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@@ -14,19 +14,19 @@ Intelligence without evidence is token-maxing with a nicer name. An FDE earns tr
|
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**1. Scope the judgement surface.** One sentence: which step uses model judgement, and what must never be autonomous.
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-
**2. Build a golden set (minimum 5
|
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-
- input (sanitized
|
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+
**2. Build a golden set (minimum 5-20 for a slice; prefer 50-100 before broad scale).** For each case:
|
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+
- input (sanitized - no `<private>` raw values)
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- expected outcome or expert-approved acceptance note
|
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- pass rule (exact / contains / short rubric)
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- source: real historical example / expert label / staged fixture
|
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**3. Score pass/fail, not vibes.** Run the suite. Record count pass / fail. Failures get a failure-mode tag (missing data, wrong record, format drift, hallucination, retrieval miss, unsafe action, other).
|
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-
**4. Human-in-the-loop gate.** Name which outcomes require human approve before side effects. If none, write why that is allowed under `trust-profile.md` AI policy
|
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+
**4. Human-in-the-loop gate.** Name which outcomes require human approve before side effects. If none, write why that is allowed under `trust-profile.md` AI policy - do not invent permission.
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**5. Ship rule.** Until `evals.md` shows Verdict **SHIP** with a dated run (critical fails = 0) and HITL filled when policy requires it, AI-touching ship stays **fix-first**. Log a one-line eval receipt in `delivery.md` → `## Ship receipts`.
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-
## Artifact
|
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+
## Artifact - `evals.md`
|
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Create on first AI-touching slice (not at `resume --init`). Use the stub in `templates/.fde/evals.md`. Every claim needs a source. Missing evidence → leave the cell `unknown - ask:`, never invent scores.
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@@ -38,6 +38,6 @@ Present to the FDE: suite size, pass rate, top failure mode, HITL gate, Verdict
|
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- No golden set, no AI ship.
|
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|
- Pass/fail beats “looks good.”
|
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-
- Failure modes are the product
|
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+
- Failure modes are the product - the happy path is table stakes.
|
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|
- HITL is a gate, not a slide.
|
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|
- Non-AI work does not need this file.
|
|
@@ -58,13 +58,13 @@ Rollback: <exact command and expected time>
|
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| Session | Focus | Attendees | Duration | Output |
|
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|
|---------|-------|-----------|----------|--------|
|
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-
| **Architecture walkthrough** | Why, not what. The decisions, the trade-offs, the things that almost went wrong. | Full team | 60
|
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+
| **Architecture walkthrough** | Why, not what. The decisions, the trade-offs, the things that almost went wrong. | Full team | 60-90 min | Recording + Q&A log |
|
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|
| **Operational drill** | Deploy, rollback, incident response. They do it, you watch. | On-call team | 60 min | Drill report with confidence level |
|
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|
| **Edge-case handover** | The things that aren't in any document. The workarounds, the fragile spots, the "ask Sarah because she's the only one who knows." | Team lead + 1 | 30 min | Additions to `handoff.md` |
|
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**4. The confidence check.** After the knowledge transfer, score the team's readiness:
|
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| Area | Confidence (1
|
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+
| Area | Confidence (1-5) | Evidence |
|
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|------|------------------|----------|
|
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| Daily operations | | Can they deploy and rollback without help? |
|
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| Incident response | | Did they complete the drill within acceptable time? |
|
|
@@ -1,6 +1,6 @@
|
|
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1
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|
# incremental-build - thin slices on someone else's codebase
|
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2
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|
|
3
|
-
**Enter when:** the build task is larger than a single PR, multiple files or systems are involved, or the FDE needs to show visible progress to a stakeholder every 2
|
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|
+
**Enter when:** the build task is larger than a single PR, multiple files or systems are involved, or the FDE needs to show visible progress to a stakeholder every 2-3 days.
|
|
4
4
|
|
|
5
5
|
**Read first:** `decisions.md` (the plan), `terrain.md` (the danger zones), `context.md`. This skill works *inside* the build phase - it's the execution discipline that makes large features safe on codebases you don't own.
|
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|
@@ -37,27 +37,36 @@ Each vertical slice delivers working functionality the customer can see. Each sl
|
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38
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|
```
|
|
39
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|
Read existing code in the area (search before creating)
|
|
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|
-
→
|
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|
+
→ Characterise what is already there (their tests, their runner)
|
|
41
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|
→ Implement the minimal working path
|
|
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-
→
|
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+
→ On-site proof (below)
|
|
43
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|
→ Cleanup pass (dedupe, simplify - behaviour unchanged)
|
|
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|
→ Self-review against acceptance criteria
|
|
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|
-
→ Commit with
|
|
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|
+
→ Commit with a message the client's team can read
|
|
46
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|
→ Update decisions.md + delivery.md
|
|
47
47
|
```
|
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**On-site proof.** A green check on your laptop is not delivery. Before the slice is done:
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- Run **their** test command, typecheck, or smallest proving path. Write the command and the result in `delivery.md`.
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- If the signer in `success.md` cannot reject this slice on a screen they already use, it is not proven.
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- Staging they operate beats a local demo. If you have no staging: `unknown - ask:` who owns an environment, then stop pretending it shipped.
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- Model in the path: `eval-pack` until `evals.md` says SHIP. Do not skip because "it looked right in chat."
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Do not prove it with a textbook ritual. The proof is whatever this client already believes, plus one new receipt they can replay.
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**4. Size discipline.** Each slice targets:
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| Metric | Target | Why |
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|--------|--------|-----|
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| Lines changed | 100
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| Time to implement | 30
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| Files touched | 1
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| Lines changed | 100-300 | Reviewable in one sitting |
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| Time to implement | 30-90 minutes | Testable before context decays |
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| Files touched | 1-5 | Blast radius stays containable |
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| Tests added | ≥1 per new behaviour | Proves the slice works; guards against regression |
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A slice larger than 300 lines → split before implementing. "It's all connected" means the design needs work, not the slice limit.
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**5. Stakeholder visibility rhythm.** Every 2
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**5. Stakeholder visibility rhythm.** Every 2-3 slices, something the customer can see:
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- A working endpoint they can hit
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- A UI change they can click
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## Checkpoint
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After each slice: tests pass (state the command and result), acceptance criteria met, blast radius as declared. After every 2
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After each slice: tests pass (state the command and result), acceptance criteria met, blast radius as declared. After every 2-3 slices: stakeholder visibility confirmed - what did they see, and what's their signal?
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## Principles
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- Vertical slices, always. Horizontal layers are untestable until assembled.
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- 100
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- 100-300 lines per slice. Larger means split first.
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- Every slice is independently revertible. If it isn't, the design is coupled.
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- Visible progress every 2
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- Visible progress every 2-3 slices. Technical progress alone is trust decay.
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- The ugly code outside your slice stays ugly. That's discipline, not laziness.
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## Method
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1. **Ask one question**
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2. **Capability check (current session)**
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1. **Ask one question** - which source? (`file` / `granola` / `slack` / `notion` / other). If "other", ask for the MCP they intend to use. If they just want paste → send them to debrief and stop.
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2. **Capability check (current session)** - list MCP tools you can actually call:
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- Sink: `fde ingest` CLI (preferred) and/or `ingest_stage`
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- Source: anything that can **fetch** that system's content (not post)
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- Say clearly: *available now* vs *needs config*.
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3. **Emit config for the source only**
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4. **Tell them where to paste**
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5. **Verify**
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6. **Handoff phrase**
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3. **Emit config for the source only** - open `mcp/recipes/<source>.md`. Fill placeholders from *that product's* docs. Tell them to paste secrets into host env - never into `.fde/`.
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4. **Tell them where to paste** - Cursor MCP settings / `mcp.json`. Claude Code: their MCP config. Save → reload MCP / restart session.
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5. **Verify** - after reload: re-run capability check. If source tools appear, offer a **test pull** staged to `.inbox/` only. Stop before apply unless they ask to propose.
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6. **Handoff phrase** - e.g. `@fde pull today's Acme Granola into the fieldbook`.
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## If they only want paste / files
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# ingest - pull large artifacts into the fieldbook loop
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**Enter when:** the FDE wants to catch the engagement up from external sources
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**Enter when:** the FDE wants to catch the engagement up from external sources - "make sure Acme is up to date," "pull what's relevant," "grab today's Granola and Denise's last email." Raw transcripts and long emails that are too big to paste usefully.
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**Connect / capability (different entry):** "connect a new MCP", "connect Granola/Slack/Notion", "what can you pull?" → `references/ingest-connect.md` first. Recipes: `mcp/recipes/` (file, granola, slack, notion).
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## Honest contract (read once)
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- FDEOps owns the **sink only**: stage raw pulls → propose → confirm → apply. Nothing writes `.fde/` unreviewed.
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- **Source MCPs are the FDE's.** Granola, Slack, Notion, Gmail, custom
|
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- **Source MCPs are the FDE's.** Granola, Slack, Notion, Gmail, custom - whatever they configured in Cursor/Claude. fdeops does not bundle OAuth, connectors, or ambient sync, and **does not push** to those tools.
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- Prefer **`fde ingest` in this bound workspace.** Optional `fdeops-ingest` MCP: pass `engagement` (path to `.fde/` from `fde resume --bind`) because MCP cwd often is not the client workspace.
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- The core `fde` CLI stays local (git + file reads). Source credentials live with that MCP; fdeops never stores them.
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- After apply, raw stays in `.inbox/`; the system of record (`.fde/`) stays thin dated facts.
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@@ -20,20 +20,20 @@
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List what you can actually call **this session**:
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-
1. **Sink**
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2. **Sources**
|
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1. **Sink** - `ingest_stage` / `fde ingest` available?
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+
2. **Sources** - which fetch tools exist (Granola-shaped, Slack, Notion, Drive, file-only)?
|
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3. Tell the FDE in one line: *I can pull from X; Y is not connected.* If they asked to pull Y and it is missing → switch to `ingest-connect.md`. Never pretend a source exists.
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## Ground loop (you do this work)
|
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1. **Bind** the engagement (`fde resume` / registry). If multiple meetings or threads could apply, ask **one** clarifying question
|
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+
1. **Bind** the engagement (`fde resume` / registry). If multiple meetings or threads could apply, ask **one** clarifying question - which meeting, which thread, which date range.
|
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2. **Capability check** (above). Then **fetch** via available source MCP(s). You pull; the CLI does not reach the network.
|
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3. **Stage**
|
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|
-
4. **List** (optional)
|
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-
5. **Propose**
|
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|
-
6. **Rewrite prefixes**
|
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+
3. **Stage** - `fde ingest stage [--source NAME] [--title TEXT] [file|-]` writes raw text into `<engagement>/.inbox/` (outside the memory git ledger).
|
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+
4. **List** (optional) - `fde ingest list` shows staged items when you need an id or filename.
|
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+
5. **Propose** - `fde ingest propose <id-or-filename>` runs the debrief `--smart` path on the staged body (+ provenance line). Opens `.debrief-propose`.
|
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|
+
6. **Rewrite prefixes** - same as debrief: lines without `decision:` / `risk:` / `delivery:` / `contact:` / `next:` need **you** to rewrite before showing the FDE. `--smart` is a gate, not a brain.
|
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|
7. **Show** the proposed routing in plain language. Wait for confirm.
|
|
36
|
-
8. **Apply**
|
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|
+
8. **Apply** - on FDE confirm only → `fde ingest apply` (= `fde debrief --apply`). On reject → stop; ask what to change.
|
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|
No invented names, meetings, or quotes. If the propose looks wrong, fix prefixes with judgment, then re-show before apply.
|
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|
@@ -41,7 +41,7 @@ No invented names, meetings, or quotes. If the propose looks wrong, fix prefixes
|
|
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|
| Path | Role |
|
|
43
43
|
|------|------|
|
|
44
|
-
| `~/fde-engagements/<slug>/.inbox/` | Staging for raw pulls. Not the memory ledger. NDA surface
|
|
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|
+
| `~/fde-engagements/<slug>/.inbox/` | Staging for raw pulls. Not the memory ledger. NDA surface - same home tree as `.fde/`. |
|
|
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|
| `~/fde-engagements/<slug>/.fde/` | System of record (unchanged contract). |
|
|
46
46
|
| `.fde/.debrief-propose` | Propose file (shared with debrief). |
|
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|
|
|
@@ -56,15 +56,15 @@ fde ingest apply
|
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## Provenance
|
|
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|
|
|
59
|
-
When a staged fact came from a named source, carry `via:<source>` on the applied line where useful (e.g. `via:granola`, `via:gmail`). Helps receipts and sponsor disputes later
|
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|
+
When a staged fact came from a named source, carry `via:<source>` on the applied line where useful (e.g. `via:granola`, `via:gmail`). Helps receipts and sponsor disputes later - not mandatory on every context line.
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|
## MCP sink + recipes
|
|
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62
|
|
|
63
|
-
Optional `mcp/fdeops-ingest` wraps the same verbs over stdio. Source MCPs remain separate
|
|
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|
+
Optional `mcp/fdeops-ingest` wraps the same verbs over stdio. Source MCPs remain separate - the FDE adds whichever fetch tools they trust. Setup coach: `ingest-connect.md`. Copy-paste recipes: `mcp/recipes/`.
|
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|
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|
## Checkpoint
|
|
66
66
|
|
|
67
|
-
Before apply, read back the 2
|
|
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|
+
Before apply, read back the 2-3 most consequential captures in one breath - same as debrief. Confirm which sources you staged and what would land in the record. Then stop.
|
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|
|
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|
## Principles
|
|
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|