fdeops 3.9.5 → 3.9.6

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/README.md CHANGED
@@ -7,7 +7,7 @@
7
7
  [![License: MIT](https://img.shields.io/badge/License-MIT-blue.svg)](LICENSE)
8
8
  [![Node](https://img.shields.io/badge/node-%3E%3D18-brightgreen)](https://nodejs.org)
9
9
 
10
- CLI + one `@fde` skill + hooks over a local `.fde/` fieldbook - one folder per client. The **second brain for Forward Deployed Engineers** - engineers embedded at a client, from first meeting to final handoff. Works the same for consultants, agency developers, solutions architects, and fractional CTOs.
10
+ One `@fde` skill over a local client notebook (the **fieldbook** under `.fde/`) - one folder per client. The **second brain for Forward Deployed Engineers** - engineers embedded at a client, from first meeting to final handoff. Works the same for consultants, agency developers, solutions architects, and fractional CTOs.
11
11
 
12
12
  ```
13
13
  land discover plan build ship close
@@ -17,25 +17,23 @@ CLI + one `@fde` skill + hooks over a local `.fde/` fieldbook - one folder per c
17
17
  written as a side effect of the work
18
18
  ```
19
19
 
20
- **Glossary:** **fieldbook** = the `.fde/` folder · **TRIAGE** = trust + phase + next from memory · **receipts** = dated search of what you logged · **hooks** = auto load/capture at session start/end.
21
-
22
- Describe your situation - `@fde` routes to the right method and writes the matching `.fde/` artifact. Phase methods (land → close) live in the skill; the CLI owns scan, memory, and receipts. You still confirm judgment - the fieldbook does not maintain itself without you.
20
+ **You talk in plain language with `@fde`.** The agent (and an optional CLI) handles the boring memory work. You still confirm anything that goes into the record.
23
21
 
24
22
  ---
25
23
 
26
24
  ## The week
27
25
 
28
- What you actually run most days - the habit that compounds the fieldbook:
26
+ Day to day you only need `@fde` and normal English. No command cheat sheet.
29
27
 
30
- | When | What you do | Why it matters |
31
- |------|-------------|----------------|
32
- | **Monday** | Open your AI coding agent → TRIAGE loads (trust, phase, next) | Start where last week left off - no re-paste |
33
- | **After a meeting** | `fde debrief --smart notes.txt` review `--apply` | Messy notes become dated decisions, risks, contacts |
34
- | **Before a walk-in** | `fde prep "Denise sync"` | Walk in with memory, not a blank chat |
35
- | **Scope fight** | `fde receipts descope` (+ memory git hash) | Answer "when did we agree?" from the record |
36
- | **Friday** | `fde status` sponsor update from the real record | Status from evidence, not memory theater |
28
+ | When | What you say | What you get |
29
+ |------|--------------|--------------|
30
+ | **Start of week** | Open your AI coding agent (nothing to paste) | It already knows where you left off - trust, phase, what's next |
31
+ | **After a meeting** | `@fde` debrief these notes *(paste or attach them)* | Proposed updates to the record - you review, then confirm |
32
+ | **Before a stakeholder meeting** | `@fde` prep me for tomorrow's meeting with the sponsor | A short brief from what you already logged - not a blank chat |
33
+ | **Someone disputes scope** | `@fde` when did we agree to drop that feature? | Dated answers from the record (or a clear gap if nothing was logged) |
34
+ | **End of week** | `@fde` draft the sponsor update from the record | Status grounded in what actually happened |
37
35
 
38
- Same engagement folder every time (`~/fde-engagements/<client>/.fde/`). Git versions it. Your AI coding agent reads it on every session.
36
+ Same client folder every time (`~/fde-engagements/<client>/.fde/`). Your AI coding agent reads it on every session. Optional terminal tools live under [Under the hood](#under-the-hood-optional).
39
37
 
40
38
  ---
41
39
 
@@ -52,25 +50,25 @@ npx skills add suboss87/fdeops # Cursor, Codex, and skills-compatible a
52
50
  /plugin install fdeops@fdeops
53
51
  ```
54
52
 
55
- **2. Bind** - once, inside the client workspace:
53
+ **2. Bind once** - inside the client workspace (setup only; not a daily habit):
56
54
 
57
55
  ```bash
58
56
  npx fdeops resume --init garvey # creates ~/fde-engagements/garvey engagement + binds workspace
59
57
  ```
60
58
 
61
- **Verify:**
59
+ **Check it worked:**
62
60
 
63
61
  ```bash
64
- npx fdeops resume # should print TRIAGE (trust, phase, next) for garvey
62
+ npx fdeops resume # prints a short "where we are" for this client
65
63
  ```
66
64
 
67
- **3. Work**
65
+ **3. Work** - talk normally:
68
66
 
69
67
  ```text
70
68
  @fde I just got the brief. New client, payments platform, they want it live before their Q3 audit.
71
69
  ```
72
70
 
73
- `@fde` routes and writes `.fde/` artifacts - you confirm judgment. Use `npx fdeops …` until you want a short command: `npm i -g fdeops` (optional). Full workflow: [docs/USAGE.md](docs/USAGE.md).
71
+ `@fde` routes and updates the fieldbook - you confirm judgment. Full workflow: [docs/USAGE.md](docs/USAGE.md).
74
72
 
75
73
  <details>
76
74
  <summary><strong>Other install paths</strong> · scan · env</summary>
@@ -88,14 +86,11 @@ npx fdeops resume # should print TRIAGE (trust, phase, next) for
88
86
 
89
87
  ## How it works
90
88
 
91
- Three pieces on top of the fieldbook:
92
-
93
- - **Session start** - a hook loads where you left off into your AI coding agent's context
94
- - **Session end** - a hook captures what happened back into the fieldbook
95
- - **`@fde`** - routes your situation to a field method; you confirm before memory sticks
96
- - **CLI** - deterministic, offline (`scan`, `debrief`, `prep`, `receipts`, `status`)
89
+ - **You** describe the situation with `@fde` (or plain language once the skill is loaded)
90
+ - **Session start / end** - small hooks load where you left off and capture what changed (no re-paste)
91
+ - **Under the hood** - a local CLI does memory writes, search, and status with no model tokens; you do not need to learn it for daily use
97
92
 
98
- fdeops complements repo memory: CLAUDE.md holds how the *code* works; the fieldbook holds how the *engagement* works.
93
+ fdeops complements repo memory: CLAUDE.md holds how the *code* works; the fieldbook holds how the *client engagement* works.
99
94
 
100
95
  Works with **Claude Code** · **Cursor** · **Copilot** · **Gemini CLI** · **Ollama** · **LM Studio** - any model that reads markdown.
101
96
 
@@ -134,41 +129,50 @@ Every entry is dated and sourced, so you can defend it in front of skeptical sta
134
129
 
135
130
  ---
136
131
 
137
- ## The CLI
132
+ ## Under the hood (optional)
133
+
134
+ **You do not need to learn these for daily work.** Chat with `@fde`; the agent runs the local tools. The list below is for setup, air-gap, or if you prefer the terminal.
138
135
 
139
- Commands that match **The week** (skill adds judgment on top):
136
+ **Humans only need (once / occasional):**
140
137
 
141
138
  ```bash
142
- fde resume # TRIAGE + load this workspace's engagement
143
- fde resume --init <client> # create + bind + git-version .fde/
144
- fde debrief --smart notes.md # propose routing --apply to confirm
145
- fde prep "Denise sync" # walk-in brief from existing memory
146
- fde receipts <term> # dated search (gap ≠ proof of absence)
147
- fde status # sponsor-ready triage (--all for portfolio)
148
- fde scan # day-1 recon + ASK ON DAY 1 (works via npx)
139
+ npx fdeops resume --init <client> # one-time: create + bind this workspace
140
+ npx fdeops resume # check "where we are"
141
+ npx fdeops scan # try day-1 recon with no install
142
+ npx fdeops dashboard # optional local HTML view of the fieldbook
149
143
  ```
150
144
 
145
+ **What you say → what the agent runs** (you never have to type the right-hand side):
146
+
147
+ | You say | Agent runs |
148
+ |---------|------------|
149
+ | Debrief these notes | `fde debrief --smart …` → you confirm → `--apply` |
150
+ | Prep me for the sponsor meeting | `fde prep "…"` |
151
+ | When did we agree to drop that? | `fde receipts …` |
152
+ | Draft the sponsor update | `fde status` (+ judgment in chat) |
153
+ | Log that the sponsor went quiet | `fde log contact "…" --signal amber` |
154
+
151
155
  <details>
152
- <summary><strong>More commands</strong></summary>
156
+ <summary><strong>Full command list</strong> (power users / scripts)</summary>
153
157
 
154
158
  ```bash
155
- fde triage # TRIAGE only (hooks / Cursor entry)
156
- fde debrief notes.md # prefix router: decision: / risk: / delivery: / contact:
157
- fde doctor # lint: stale signals, unset phase, gaps
159
+ fde triage # short status (also injected by session hooks)
160
+ fde debrief notes.md # if notes already use decision: / risk: / prefixes
161
+ fde doctor # check the fieldbook for gaps
158
162
  fde log decision "…"
159
163
  fde log contact "…" --signal amber
160
- fde dashboard # FieldBook HTML (--all for every client)
164
+ fde dashboard --all # every client, sorted by trust
161
165
  ```
162
166
 
163
167
  Optional: `export FDEOPS_ENGAGEMENTS_ROOT=~/path/to/engagements` to isolate from `~/fde-engagements`.
164
168
 
165
- Each `.fde/` is a local git repo (no remote, no telemetry) - dated entries carry an author tag; every write commits so receipts are tamper-evident. Worst-of `[signal:...]` per stakeholder drives trust; signals older than 21 days show as stale.
169
+ Each `.fde/` is a local git repo (no remote, no telemetry). More detail: [docs/USAGE.md](docs/USAGE.md).
166
170
 
167
171
  </details>
168
172
 
169
173
  <p align="center"><img src="media/terminal-demo.svg" alt="fde CLI - status, scan, dashboard" width="720"/></p>
170
174
 
171
- `fde dashboard` (FieldBook) renders the **current** engagement by default. Pass `--all` for every client sorted by trust:
175
+ Optional FieldBook view (`fde dashboard`) - current engagement by default:
172
176
 
173
177
  <p align="center"><img width="1336" height="624" alt="fde dashboard FieldBook" src="https://github.com/user-attachments/assets/5683614c-7730-4a3a-860d-185053a377eb" /></p>
174
178
 
@@ -9,10 +9,11 @@ You are the AI coding agent for a **Forward Deployed Engineer (FDE)** - the huma
9
9
 
10
10
  ## Entry
11
11
 
12
- When the FDE types **`@fde`** or describes an engagement situation (new customer, mid-project takeover, production fire, quiet stakeholder, ready to ship), load the skill and route.
12
+ When the FDE types **`@fde`** or describes an engagement situation in plain language (new customer, meeting notes, prep for a stakeholder meeting, scope dispute, ready to ship), load the skill and route.
13
13
 
14
14
  - Skill (single source of truth): `~/.claude/skills/fde/SKILL.md`
15
15
  - **Never ask the FDE to pick a skill.** Read the situation, route silently, do the work.
16
+ - **Never ask the FDE to type `fde …` commands.** You run the local CLI; they confirm judgment in chat.
16
17
 
17
18
  ## Engagement memory
18
19
 
@@ -20,7 +21,7 @@ Read and write engagement files under the workspace's bound engagement: run `fde
20
21
 
21
22
  **On every session entry (before other work):** run `fde triage` (fallback `node ~/.claude/fdeops/fde.js triage`, then `fde resume`). Lead with that TRIAGE block — trust, phase, open risks, next action, record owner/hash. Do not invent stakeholders or status.
22
23
 
23
- Use the CLI for deterministic work - `fde scan | log | debrief | prep | doctor | receipts | status | dashboard` - instead of improvising shell.
24
+ You run the CLI for deterministic work - `fde scan | log | debrief | prep | doctor | receipts | status | dashboard` - instead of improvising shell or handing commands to the human.
24
25
 
25
26
  ### Meeting → memory loop
26
27
  - Messy notes: `fde debrief --smart notes.md` → review `.debrief-propose` → `fde debrief --apply`
package/bin/check.js CHANGED
@@ -214,8 +214,21 @@ if (/\$\(cat\s+"\$BOOTSTRAP"\)|cat\s+"\$BOOTSTRAP"|cat\s+[^\n]*SKILL\.md/.test(h
214
214
  if (hookCode.includes('BOOTSTRAP=')) {
215
215
  fail('session-start must not resolve BOOTSTRAP skill path for inject')
216
216
  }
217
- if (!hook.includes('invoke @fde')) {
218
- fail('session-start must include a lean @fde pointer (not full skill)')
217
+ if (!/plain language with @fde|invoke @fde/.test(hook)) {
218
+ fail('session-start must include a lean @fde / plain-language pointer (not full skill)')
219
+ }
220
+ const skillBody = read('skills/fde/SKILL.md')
221
+ if (!skillBody.includes('Human surface vs agent plumbing')) {
222
+ fail('SKILL.md must define human NL surface vs agent CLI plumbing')
223
+ }
224
+ if (!/never tell the FDE to type|Never tell the FDE to type|never ask the human to type fde/i.test(skillBody)) {
225
+ fail('SKILL.md must forbid asking the human to type fde commands')
226
+ }
227
+ if (!skillBody.includes('fde prep')) {
228
+ fail('SKILL.md must route walk-in prep to fde prep')
229
+ }
230
+ if (!skillBody.includes('debrief --smart')) {
231
+ fail('SKILL.md must prefer fde debrief --smart for messy notes')
219
232
  }
220
233
  if (!/\btriage\b/.test(hook)) {
221
234
  fail('session-start must still inject TRIAGE')
@@ -136,7 +136,7 @@ bounded_context() {
136
136
  CONTENT=""
137
137
 
138
138
  # Lean pointer only - never cat SKILL.md. Methods load on @fde / skill trigger.
139
- CONTENT="${CONTENT}fdeops: engagement fieldbook active. For field methods, invoke @fde (loads skills/fde/SKILL.md + one references/*.md). Plumbing is zero-token CLI: fde triage | resume | debrief | prep | receipts | status.\n\n"
139
+ CONTENT="${CONTENT}fdeops: engagement fieldbook active. Human speaks plain language with @fde - you (the agent) run the local fde CLI for memory plumbing; never ask the human to type fde commands. Load skills/fde/SKILL.md when @fde triggers.\n\n"
140
140
 
141
141
  # Same TRIAGE block as `fde resume` / `fde triage` - Monday morning must not
142
142
  # depend on the model remembering to run a CLI command. Prefer the installed
package/package.json CHANGED
@@ -1,6 +1,6 @@
1
1
  {
2
2
  "name": "fdeops",
3
- "version": "3.9.5",
3
+ "version": "3.9.6",
4
4
  "description": "Field kit for engineers embedded in client work - a real CLI (recon, memory, portfolio), one @fde skill with field judgment on top, and hooks that make it automatic. Claude Code plugin and any agent that loads skills.",
5
5
  "bin": {
6
6
  "fdeops": "bin/install.js",
@@ -1,17 +1,26 @@
1
1
  ---
2
2
  name: fde
3
- description: Second brain for Forward Deployed Engineers. One @fde router over field methods plus a local CLI for scan, memory, and receipts. Tell it your situation it routes, does the work, and writes the engagement fieldbook.
3
+ description: Second brain for Forward Deployed Engineers. The human describes the situation in plain language with @fde - you route, run the local fde CLI for memory plumbing, and write the fieldbook. Never ask the human to type fde commands.
4
4
  ---
5
5
 
6
6
  # @fde
7
7
 
8
8
  ## Audience (read this first)
9
9
 
10
- - **FDE** = the **human** who types `@fde` in the chat.
10
+ - **FDE** = the **human** who types `@fde` (or plain language) in the chat.
11
11
  - **You (the model)** = the **AI coding agent** running this skill - not a human colleague, not the client's staff.
12
12
 
13
13
  When this skill says "ask the FDE," it means the human. When it says "write to `.fde/`," you (the AI) write the files.
14
14
 
15
+ ## Human surface vs agent plumbing (non-negotiable)
16
+
17
+ | Who | Interface |
18
+ |-----|-----------|
19
+ | **FDE (human)** | `@fde` + natural language. Examples: "debrief these notes", "prep me for tomorrow's sponsor meeting", "when did we agree to drop that?", "draft the sponsor update". |
20
+ | **You (agent)** | Run the local `fde` CLI for deterministic memory work. Never tell the FDE to type `fde …` (except if setup is missing - then **you** run `fde resume --init <name>` after one clarifying question). |
21
+
22
+ If you catch yourself saying "run `fde debrief --smart notes.txt`" to the human - **stop**. Run it yourself (or write a temp notes file and run it), then show the human the result in plain language for confirm/reject.
23
+
15
24
  ## Purpose
16
25
 
17
26
  The single entry point for an entire client engagement. Field methods cover the FDE lifecycle (land through close, plus daily verbs and overlays). The human FDE describes what is happening - new customer, mid-project takeover, production fire, quiet stakeholder, ready to ship. You read the engagement memory, route to the right method, **do the work**, and leave the memory updated so the next session starts where this one ended.
@@ -36,6 +45,7 @@ These stop confident fiction. They are not optional soft tips.
36
45
 
37
46
  | Temptation | Gate |
38
47
  |------------|------|
48
+ | Tell the FDE to run `fde debrief` / `fde prep` / `fde receipts` themselves | **Stop.** You run the CLI; they confirm results in plain language. |
39
49
  | Invent a stakeholder, meeting, or quote to make the narrative rich | **Stop.** Write `unknown - ask: <question>`. One fake name poisons every real citation. |
40
50
  | Route to a phase because it "feels senior" while the signal is muddy | **Stop.** Playback + one natural question, or name the ambiguity ("discover or rescue — leaning X because…"). |
41
51
  | Fill `success.md` / `terrain.md` with plausible defaults when the brief is thin | **Stop.** Run **brief interrogation** in land/discover (one Q + GUESS + confidence) until you can write without guessing, or leave gaps explicit. |
@@ -54,21 +64,22 @@ When NOT to interrogate or challenge: unambiguous one-liners, mechanical ops, FD
54
64
 
55
65
  **Engagement path - zero ceremony.** Run `fde resume` (fallback: `node ~/.claude/fdeops/fde.js resume`). The **workspace registry** (written once by `fde resume --init <name>`) is the normal path; resolution order is env var override → registry → pointer file → workspace-name match (read-only) → `./.fde`. Writes require a bind (or `FDEOPS_ENGAGEMENT`), not folder name alone. It prints a **bounded** view of `context.md` - the curated head (state, next action) plus the most recent activity, with the older session log collapsed (use `fde resume --full` when you genuinely need the whole history). If it reports NO ENGAGEMENT: confirm the client name in conversation (one question), then run `fde resume --init <name>` yourself - the one setup step; the FDE never runs setup commands. Never install fdeops on infrastructure the FDE does not control.
56
66
 
57
- **The `fde` CLI does the deterministic work - use it instead of improvising shell:**
67
+ **You run the `fde` CLI for deterministic work - never improvise shell, never hand the command to the FDE:**
58
68
 
59
- | Mechanics | Command |
60
- |-----------|---------|
61
- | Load/create engagement memory | `fde resume` (bounded) / `fde resume --full` / `fde resume --init <name>` |
62
- | Day-1 repo recon (facts + ASK ON DAY 1) | `fde scan` - then YOU interpret against the brief |
63
- | Structured memory appends | `fde log decision\|risk\|delivery\|contact "<text>"` - on `contact`, add `--signal green\|amber\|red` to write a `[signal:…]` token |
64
- | Meeting notes memory | `fde debrief <file>` (or stdin) - `decision:`/`risk:`/`delivery:`/`contact:` prefixed lines route to their `.fde` file with dates; the rest lands as a dated block in `context.md` |
65
- | "What did we agree?" with dates | `fde receipts <term>` |
66
- | Portfolio across customers | `fde status` - trust from the latest dated `[signal:…]` token (stale after 21 days; keyword heuristic only as fallback); verify before acting |
67
- | Visual portfolio (one local page) | `fde dashboard` - renders `.fde/` `fieldbook.html`, deterministic, 0 tokens |
69
+ | When the FDE says (approx.) | You run |
70
+ |-----------------------------|---------|
71
+ | (session entry / where are we) | `fde resume` or use injected TRIAGE; `fde resume --init <name>` only if unbound |
72
+ | Day-1 look at the repo | `fde scan` - then you interpret against the brief |
73
+ | "Debrief these notes" / pastes meeting notes | Prefer `fde debrief --smart <notes>` show propose → on confirm `fde debrief --apply`. Fallback: structure `decision:`/`risk:`/`delivery:`/`contact:` lines yourself, show FDE, then `fde debrief` |
74
+ | "Prep me for the meeting with …" / walk-in brief | `fde prep "<short label>"` - present the brief in plain language; do not invent facts missing from `.fde/` |
75
+ | "When did we agree…?" / scope dispute | `fde receipts <term>` - answer with dates; no hit = gap, not proof |
76
+ | "Draft the sponsor update" / how are we doing | `fde status` then follow `references/status.md` for the narrative |
77
+ | "Log that they went quiet" / trust signal | `fde log contact "…" --signal amber\|green\|red` (after FDE confirms the read) |
78
+ | Want the HTML fieldbook | `fde dashboard` |
68
79
 
69
- **The debrief verb.** When the FDE shares meeting notes or a transcript, or says "debrief": structure the notes into lines prefixed `decision:` / `risk:` / `delivery:` / `contact:` (append `[signal:green|amber|red]` to a `contact:` line when the notes carry trust information), leave everything else unprefixed, **show the structured version to the FDE for confirmation**, then pipe it to `fde debrief`. Routing and dating are deterministic and cost zero tokens - your judgment is the structuring. Signal-reading guidance: `references/debrief.md`.
80
+ **The debrief verb.** Highest-frequency loop. When the FDE shares notes or says "debrief": **you** run the smart path (write notes to a temp file if needed). Show the proposed routing in plain language. Only `--apply` (or pipe prefixed lines) after they confirm. Never ask them to run the CLI. Detail: `references/debrief.md`.
70
81
 
71
- CLI missing → use the manual fallback commands inside each reference.
82
+ CLI missing → use the manual fallbacks inside each reference (still you write files; still never ask the FDE to run setup).
72
83
 
73
84
  **Token model - where the cost goes.** Deterministic work is the CLI's job and costs **zero model tokens**: memory writes, recon, receipts, status, dashboard, and the bounded `fde resume`. Session-start hooks inject **TRIAGE + bounded `context.md` + a one-line pointer** - never this full skill body (that loads only when `@fde` triggers). Spend tokens only on judgment - reading the situation, routing, running the phase method, writing the artifact. Three rules keep a full day of FDE work cheap: load the router first and pull **one** reference only when you route to it; never dump a whole `.fde/` file into context - read the bounded resume, or `fde receipts <term>` for a targeted slice; don't re-read files you already have. The expensive model should fire for real decisions, not for plumbing the CLI already does.
74
85
 
@@ -241,6 +252,7 @@ Running the engagement and ending it well.
241
252
  | Weekly update due, "need to send the sponsor something" | status | `references/status.md` |
242
253
  | Demo coming up, show-and-tell, exec walkthrough | demo-prep | `references/demo-prep.md` |
243
254
  | Just out of a meeting, raw notes, "they said…", "debrief" | debrief | the debrief verb (above) + `references/debrief.md` |
255
+ | Prep me for a meeting / walk-in brief / "what should I know before I talk to…" | - | run `fde prep "<label>"`, present in plain language |
244
256
  | Sponsor's boss needs a summary, board update, justify continued investment | exec-narrative | `references/exec-narrative.md` |
245
257
  | Status across all my customers | dashboard | `references/dashboard.md` |
246
258
  | Juggling 2+ customers, losing track, context-switching | multi-customer-ops | `references/multi-customer-ops.md` |
@@ -1,36 +1,51 @@
1
1
  # debrief - capture the meeting before it evaporates
2
2
 
3
- **Enter when:** the FDE just left a meeting/call and dumps raw notes, a transcript, or "they said…". The highest-frequency moment in FDE life (3–5×/day). Capture within the hour - memory decays fast.
3
+ **Enter when:** the FDE just left a meeting/call and dumps raw notes, a transcript, or "they said…". Highest-frequency moment in FDE life. Capture within the hour.
4
4
 
5
- **Read first:** `context.md`, `stakeholders.md` (to update signals against what's known).
5
+ **Read first:** `context.md`, `stakeholders.md` (signals against what's known).
6
+
7
+ **Who runs the CLI:** you (the agent). Never tell the FDE to type `fde debrief …`.
6
8
 
7
9
  ## Method (you do this work)
8
10
 
9
- Take the raw dump exactly as given. Extract into five buckets - **only what was actually said**; rule 4 applies with full force here (no invented names, no embellished quotes):
11
+ ### Preferred path - smart debrief (messy notes)
12
+
13
+ 1. Save the FDE's notes to a temp `.md` file in the workspace (or pipe stdin).
14
+ 2. Run `fde debrief --smart <notes.md>` (or `npx fdeops debrief --smart …`).
15
+ 3. Show the **proposed** routing in plain language (what would become decisions, risks, contacts, etc.).
16
+ 4. On FDE confirm → run `fde debrief --apply`.
17
+ 5. On reject → stop; ask what to change; do not apply.
18
+
19
+ No invented names or quotes. If the propose looks wrong, fix with judgment then re-propose or use the fallback path.
20
+
21
+ ### Fallback - you structure, then route
22
+
23
+ If `--smart` is unavailable or the notes are already cleanly prefixed:
10
24
 
11
- 1. **Decisions** - what was agreed, by whom, in their words where possible.
12
- 2. **Action items** - owner + due date. Unowned actions get `owner: unknown - ask`.
13
- 3. **Stakeholder signals** - tone shifts, hesitations, who went quiet, who pushed back, verbatim quotes that matter. Map each to green/amber/red movement *with the evidence*.
14
- 4. **Risks** - new ones surfaced, old ones confirmed or retired.
15
- 5. **Open questions** - what the FDE must chase before the next session.
25
+ 1. Extract into buckets - **only what was actually said**:
26
+ - **Decisions** - agreed, by whom, in their words where possible
27
+ - **Action items** - owner + due; unowned `owner: unknown - ask`
28
+ - **Stakeholder signals** - tone shifts with evidence green/amber/red
29
+ - **Risks** - new / confirmed / retired
30
+ - **Open questions** - what to chase next
31
+ 2. Format lines as `decision:` / `risk:` / `delivery:` / `contact:` (contacts may end with `[signal:green|amber|red]`).
32
+ 3. Show that structured version to the FDE for confirmation.
33
+ 4. Pipe to `fde debrief` (or write a file and run it).
16
34
 
17
- Ambiguity in the dump ask **one** clarifying question, then write. Never stall the capture on completeness.
35
+ One clarifying question max if the dump is ambiguous - then write. Never stall capture on completeness.
18
36
 
19
- ## Artifact (this IS the memory - write immediately)
37
+ ## Artifact
20
38
 
21
- - Decisions `decisions.md` via `fde log decision "<text> (meeting: <who>, <date>)"` or direct append, dated and attributed.
22
- - Signal changes → `stakeholders.md`: update the signal column with evidence + date. A quote moves a signal; a vibe does not.
23
- - Risks → `risks.md`, dated.
24
- - Action items + open questions → `context.md` under "Next actions".
25
- - Sacred/sensitive things mentioned (data, systems, politics) → `trust-profile.md` if new.
39
+ - Smart apply / debrief CLI writes the dated routes into the right `.fde/` files.
40
+ - If you must write directly: decisions → `decisions.md`; signals `stakeholders.md` Signal history; risks `risks.md`; next actions `context.md`. Prefer the CLI.
26
41
 
27
42
  ## Checkpoint
28
43
 
29
- Read back the 23 most consequential captures in one breath - "Logged: descope agreed with Dana; ops lead went amber (quote attached); CISO ticket now blocking" - so the FDE can correct on the spot. Then stop. No summary theatre.
44
+ Read back the 2-3 most consequential captures in one breath - so the FDE can correct on the spot. Then stop. No summary theatre.
30
45
 
31
46
  ## Principles
32
47
 
33
- - Capture within the hour or lose the nuance forever.
34
- - The verbatim quote outranks the paraphrase. The hesitation outranks the quote.
35
- - Signals move on evidence, never on inference.
36
- - A meeting that produced no decisions and no actions - say so; that's a finding about the meeting.
48
+ - Capture within the hour or lose the nuance.
49
+ - Verbatim quote outranks paraphrase; hesitation outranks quote.
50
+ - Signals move on evidence, never on vibe alone.
51
+ - A meeting with no decisions and no actions - say so; that is a finding.