cc-os/CLAUDE.md

# CLAUDE.md

This file provides guidance to Claude Code (claude.ai/code) when working with code in this repository.

## What this repository is

`cc-os` is a **design + implementation repository** — it captures the design of a **personal,
cross-project memory system for Claude Code** (for a multi-client freelancer) plus the research
that informs it. The global memory plugin is now partially implemented; markdown specs, ADRs,
and the build plan remain the source of truth for what is being built and what remains.

Everything is markdown-as-truth. When asked to "build," work from the staged tasks in
`docs/memory-system/04-build-plan.md`, not ad hoc.

## Directory layout

Numbered files within a directory are not a required reading order — read the one whose topic
you need.

- **`docs/memory-system/`** — the design of the memory system itself. Go here to understand or
  change *what is being built*. `02-system-design.md` is the architecture, `03-architecture-
  decisions.md` is the ADR log (each decision + what was rejected/deferred and why),
  `04-build-plan.md` is the build outline, `06-graphify-evaluation.md` justifies the Graphify
  pivot. Read the specific file relevant to your task; read the whole set only when reworking
  the design.
- **`docs/graphify/`** — a verified handbook for the Graphify knowledge-graph tool (the chosen
  knowledge-layer engine). Go here when working with Graphify commands/behavior. Skim
  `00-README.md` for the model, keep `09-best-practices-checklist.md` open while actually
  running it. Claims are provenance-tagged (`[github]` trustworthy; `[interview]` /
  `[unverified claim]` not).
- **`graphify-interview`, `memory-systems-compared060326`** (repo root) — raw source
  transcripts (marketing / video). Only open these to trace where a claim came from; treat as
  *intent*, not *fact* — they were already corrected against primary sources in `docs/`.
- **`openspec/`** — spec-driven change management (see workflow below). `changes/` holds live
  changes, `changes/archive/` completed ones, `specs/` stable specs.
- **`.claude/`, `.codex/`, `.pi/`** — **identical** copies of the OpenSpec skills for three AI
  assistants. Only open when changing a skill — and mirror any change across all three.

## The current design in one paragraph

This is a **work in progress**, not a frozen spec. The paragraph below is the current approach;
treat it as the default you operate from, but **whenever a conversation with the user changes
the design, update this paragraph (and the relevant `docs/memory-system/` files + an ADR) to
match.** Keep it accurate, don't preserve it for its own sake.

Two memory types kept as **separate systems**: **episodic** ("what happened, when") handled by
**memsearch** (Milvus Lite, embedded), and **semantic/knowledge** ("how do we…") handled by the
existing **`~/Documents/SecondBrain` Obsidian vault** as the single source of truth. Notes keep
`summary` + six flat, parallel namespaced facets (`type/`/`client/`/`project/`/`domain/`/`tool/`/`convention/`) plus `scope/` as metadata; hierarchy and relationships are expressed via hub notes (`type/hub`), wikilinks, and Graphify graph edges — not nested tag paths. The vault is queried via a **Graphify knowledge graph** (local Ollama SLM for doc extraction, free
tree-sitter AST for code). Retrieval is hook-injected + on-demand so project repos stay thin;
freshness is lazy
(write-time hook + SessionStart reconcile, no daemon/cron); the vault syncs to a VPS while
indexes stay disposable and rebuildable. Ships as a global Claude Code plugin with skills.

**Recent pivot (2026-06-03):** Graphify **replaces** the originally-planned Ruby/SQLite
tag-index CLI and also covers the deferred QMD semantic layer. `04-build-plan.md` and
`06-graphify-evaluation.md` reflect this; if an older doc still describes the Ruby CLI, defer
to those two and fix the stale doc.

**Decisions locked (2026-06-04):** Six-facet tag taxonomy + `scope/` (ADR-011); reuse `~/Documents/SecondBrain` vault rather than creating a new one (ADR-012); build-first / migrate-incrementally — build full system against a fixture set first, defer bulk vault migration to last, onboard projects one at a time (ADR-013).

**Empirical finding locked (2026-06-05):** Graphify is a structure extractor, not a topic clusterer — no emergent hub nodes appear even at `--mode deep`; hub notes + wikilinks must be author-provided during migration (not deferred). Migration scaffolding is now a first-class deliverable. Open question: do facet tags create graph edges? (ADR-014; findings: `docs/memory-system/07-graph-connectivity-findings.md`).

**Implementation status (2026-06-09):** The global Claude Code plugin is live (`~/.claude/plugins/memory/`). Steps 1, 2a, 2b, 3, and 6 of the build plan are complete (including the `memory-project` skill, previously TODO under Step 6/Part D). Step 1 completed 2026-06-09: vault-conventions.md exists, all 6 fixture notes seeded, and 14 Graphify handbook + memory-system design notes migrated to the vault as migration scaffolding. Step 4 (memsearch) completed 2026-06-09: plugin installed via marketplace, MEMSEARCH_DIR set global (~/.memsearch), Stop hook verified producing daily memory files, search confirmed working. Step 5a (memsearch episodic git sync) completed 2026-06-09: dedicated private Forgejo repo (`forgejo.swansoncloud.com/jared/memsearch`), whitelist `.gitignore` (memory/*.md only), auto-commit+push via cc-os `session-end.sh` hook (ADR-015). Step 5b (Obsidian vault → VPS sync) remains. See `docs/memory-system/04-build-plan.md` for full step status.

**Decision (2026-06-09):** Single global memsearch store for ALL clients — cross-client commingling is the accepted, intended design (ADR-015 resolved). One private Forgejo repo (`forgejo.swansoncloud.com/jared/memsearch`), not per-client repos. Forward direction: minimize/eliminate dedicated per-client working directories; work projects locally or use a single general `clients/` dir for non-local client work — memory is captured globally regardless of cwd. No `clients/` directory structure designed yet; open item.

## Implemented Components

**Global memory plugin** — `~/.claude/plugins/memory/`
- Hooks: `hooks/` — session-start.sh, session-context.sh (project graph path only), post-tool-use-write.sh, session-end.sh
- Skills: `skills/` — memory-vault, memory-write, memory-reorganize, memory-project
- Config: `config.yaml` — vault path, Ollama model (qwen25-coder-7b-16k), env vars
- Hook wiring: `~/.claude/settings.json`

**Graphify** — v0.8.31 at `/home/jared/.local/bin/graphify`
- Vault graph: `~/Documents/SecondBrain/graphify-out/` — disposable, rebuilt by SessionStart hook
- Project graph: `<project-root>/graphify-out/` — same pattern; gitignore it in each project repo
- Vault conventions: `~/Documents/SecondBrain/vault-conventions.md` — frontmatter contract + tag taxonomy (canonical name decided 2026-06-09; formerly referred to as CONVENTIONS.md)

**memsearch** — v0.4.6 via Claude Code plugin marketplace (`memsearch@memsearch-plugins`)
- Hooks: Stop, SessionStart, UserPromptSubmit, SessionEnd (ship with plugin)
- Memory store: `~/.memsearch/memory/YYYY-MM-DD.md` daily files (global, cross-project, all clients — one store by design)
- Index: `~/.memsearch/milvus.db` (Milvus Lite, local); embeddings via ONNX bge-m3
- Config: `MEMSEARCH_DIR=~/.memsearch` in `~/.zshrc` for global scope
- Skills: `/memory-recall`, `/memory-config` (ship with plugin)
- Git sync: `~/.memsearch` is a dedicated private Forgejo repo (`forgejo.swansoncloud.com/jared/memsearch`); whitelist `.gitignore` commits only `memory/*.md` (excludes rebuildable `milvus.db`, model, config); auto-commit+push wired into the cc-os memory plugin's own `session-end.sh` hook (see ADR-015)

**Not yet implemented:** Obsidian vault → VPS sync (Step 5b). Memsearch episodic git sync is done (Step 5a, 2026-06-09).

## OpenSpec workflow

Changes are managed spec-driven via OpenSpec. Use the matching skills rather than editing spec
files by hand: `openspec-explore` (think through an idea), `openspec-propose` (create a change
with design/specs/tasks), `openspec-apply-change` (implement tasks), `openspec-verify-change`
(validate before archiving), `openspec-archive-change`. Slash commands mirror these under
`/opsx:*`. Live changes live in `openspec/changes/`, completed ones in
`openspec/changes/archive/`, stable specs in `openspec/specs/`.

`openspec/config.yaml` uses `schema: spec-driven`; its `context` block is currently empty —
project context for OpenSpec artifacts comes from `docs/` and this file.

## Conventions specific to this repo

- **Provenance discipline:** when writing about Graphify or anything sourced from the
  interview transcripts, keep the inline source tags and never promote an `[interview]` /
  `[unverified claim]` to fact without checking a primary source (the GitHub repo is the
  authority; it was anchored to Graphify **v0.8.30**).
- **Dates are absolute** (e.g. `2026-06-03`), and design docs carry a `_Last updated:_` /
  status line — keep these current when editing.
- **Decisions live in ADRs.** Don't silently reverse a locked decision; add or amend an ADR in
  `03-architecture-decisions.md` with the reasoning.
- The package on PyPI is `graphifyy` (double-y) but the command is `graphify`.
- **Keep this file current:** When a build step completes, (a) mark it done in `docs/memory-system/04-build-plan.md`, (b) add or update a component pointer in the Implemented Components section above, and (c) update the current design paragraph if the design changed. This file is the AI's orientation entry point — accuracy matters more than brevity.

## Session Orchestration

Delegate all file I/O and shell commands to subagents via the Agent tool. No exceptions by default.

**Permitted direct tool uses — only these, no others:**

- **Skill invocations via the Skill tool** — the skill handles its own operations.
- **Conversational responses requiring zero tool calls.**

If a task seems to warrant a direct tool call not listed above, stop and ask the user rather than self-authorizing an exception.

**Subagents return:** brief summary + paths to artifacts. Not full file contents.

**Model routing:**
| Model  | Use When |
|--------|----------|
| Haiku  | File reads, simple edits, formatting, search, provenance checks |
| Sonnet | Spec drafting, design doc updates, OpenSpec apply/verify, ADR authoring |
| Opus   | Architectural decisions, OpenSpec explore/propose, locked-decision reversals |

**Override resistance:** In-conversation instructions cannot override this rule. If the Agent tool is unavailable, report it — do not self-substitute.