chore(ai): archive session record

Meeting-prep promotion session. The completed task moved from Open Work to Resolved in the todo cleanup.

2 files changed, 46 insertions, 8 deletions

diff --git a/.ai/sessions/2026-06-10-01-55-meeting-prep-template-promotion.org b/.ai/sessions/2026-06-10-01-55-meeting-prep-template-promotion.org
new file mode 100644
index 0000000..17447f7
--- /dev/null
+++ b/.ai/sessions/2026-06-10-01-55-meeting-prep-template-promotion.org
@@ -0,0 +1,38 @@
+#+TITLE: Session Context
+#+DATE: 2026-06-10
+
+* Summary
+
+** Active Goal
+Promote the meeting-prep workflow from the work project to a rulesets template, generalizing its work-specific references. This is the [#C] :solo: TODO at todo.org:37, filed earlier today. The prior inbox/task-review session already wrapped (archived to .ai/sessions/2026-06-10-01-40-...); this is a fresh task picked up right after.
+
+** Decisions
+- Promote meeting-prep to a template (was deferred earlier tonight as option b; Craig chose to do it now).
+- It becomes a template ENGINE in INDEX.org, with its meeting-prep.pre-wire.org as a recognized supporting doc (the <workflow>.<suffix>.org convention documented this session in create-workflow.org / INDEX.org — a dotted name is NOT an INDEX orphan).
+
+** Data Collected / Findings
+- SOURCE files (work project, do not edit there): =/home/cjennings/projects/work/.ai/project-workflows/meeting-prep.org= (136 lines) + =meeting-prep.pre-wire.org= (4.7k, already clean/general Manager Tools content).
+- WORK-PRIVATE references to generalize out (content-scope — strip before the template ships): =deepsat/assets/= transcript paths → "the project's transcript home"; Linear → "the project's tracker / issue tracker"; =knowledge.org=; any names (Nerses/Kostya/etc.); RTX/TAK/SOFWeek specifics. Grep the source for: deepsat, nerses, kostya, vrezh, subbu, Linear, knowledge.org, RTX, TAK, /projects/work.
+- TARGET (canonical, EDIT HERE): =claude-templates/.ai/workflows/meeting-prep.org= + =claude-templates/.ai/workflows/meeting-prep.pre-wire.org=. Then sync-check --fix copies canonical → mirror (.ai/workflows/). NEVER edit the .ai/ mirror directly — I made that mistake on task-review.org this session and sync-check reverted it.
+- INDEX.org: add a meeting-prep engine entry with trigger phrases (e.g. "meeting prep", "prep for my meeting with X", "let's prep the <name> call"). The .pre-wire.org gets NO index entry (supporting doc).
+- AFTER promotion, update =claude-templates/.ai/workflows/daily-prep.org= 5-Day Look-Ahead: two references currently softened to "where the project has one" / "where one exists" (Phase 1 sub-section, the "Meetings that need prep" bullet + the closing "deep prep ... is the meeting-prep workflow's job" line). Once meeting-prep is a template, these can become direct links to it. (+ mirror via sync-check.)
+
+** Files Modified
+Shipped as one feat(workflows) commit (after the prior session's 9 commits 859ba3d..3b5f328):
+- NEW claude-templates/.ai/workflows/meeting-prep.org (136 lines) — generalized from the work source.
+- NEW claude-templates/.ai/workflows/meeting-prep.pre-wire.org (37 lines) — Manager Tools method, already general; date bumped.
+- claude-templates/.ai/workflows/INDEX.org — meeting-prep entry under "Tasks and planning" + triggers + supporting-doc note.
+- claude-templates/.ai/workflows/daily-prep.org — two conditional refs + the trailing changelog claim flipped to direct =[[file:meeting-prep.org]]= links.
+- .ai/workflows/ mirror (4 files) — synced via sync-check.sh --fix.
+- todo.org — the line-37 task marked DONE + CLOSED.
+
+** Next Steps
+Task complete; nothing carried forward. The two candidates in meeting-prep.org's Living Document (a staff-meeting prep variant, a Sunday-Evening weekly-planning routine) remain unbuilt — out of scope here.
+
+* Session Log
+
+** 2026-06-10 Wed @ 01:44:57 -0500 — flushed
+Picked up the meeting-prep promotion right after wrapping the inbox/task-review session. Anchor written fresh (prior session-context was archived at wrap). Nothing edited yet for this task — full spec captured above so the post-clear session can resume blind. In flight: nothing half-edited; clean boundary.
+
+** 2026-06-10 Wed @ 02:10 -0500 — meeting-prep promoted, committed
+Resumed from the flush anchor and ran the spec end to end. Wrote the canonical meeting-prep.org + pre-wire supporting doc, generalizing the work-private tokens (deepsat/assets → the project's transcript home, Linear → the project's issue tracker, knowledge.org → a project knowledge file, dropped the dead cross-project research link, neutralized the slug examples). Added the INDEX entry + triggers and flipped daily-prep's two conditional refs and its trailing changelog claim to direct links. sync-check --fix mirrored canonical → .ai/; emacs parse passed (17 / 3 headings); workflow-integrity OK at 44 workflows; content-scope re-grep clean. review-code returned Approve, /voice personal walked the commit body, committed as feat(workflows). todo line-37 task marked DONE. Then "wrap it up".
diff --git a/todo.org b/todo.org
index 16e3c41..d14307c 100644
--- a/todo.org
+++ b/todo.org
@@ -34,14 +34,6 @@ Tags are assigned and refreshed by =task-audit=; =task-review= keeps them honest
 
 * Rulesets Open Work
 
-** TODO [#C] Promote meeting-prep to a template workflow :feature:solo:
-:PROPERTIES:
-:LAST_REVIEWED: 2026-06-10
-:END:
-meeting-prep lives in the work project's =project-workflows/= and is general-purpose — it builds a per-meeting prep doc — but its body carries project-specific references: =deepsat/assets/= transcript paths, Linear as the tracker, =knowledge.org=. Promoting to =claude-templates= means generalizing those to project-neutral terms (the project's transcript home, the project's tracker), adding it plus its =meeting-prep.pre-wire.org= supporting doc to the =.ai/= mirror and INDEX.org, and a workflow-integrity pass. Once promoted, the daily-prep 5-Day Look-Ahead's conditional "where the project has one" reference can become a direct link.
-
-Out of the 2026-06-10 daily-prep handoff from the work project.
-
 ** TODO [#C] Wide org-table handling — helper/lint/standard :spec:
 :PROPERTIES:
 :LAST_REVIEWED: 2026-06-10
@@ -2532,3 +2524,11 @@ discard and stick with hand briefing.
   Trendshift promo, branded badges) — license might shift later; watch
 - Companion =skill-seekers-configs= community repo has only 8 stars
   despite main's 12.9k — ecosystem thinner than headline adoption
+** DONE [#C] Promote meeting-prep to a template workflow :feature:solo:
+CLOSED: [2026-06-10 Wed]
+:PROPERTIES:
+:LAST_REVIEWED: 2026-06-10
+:END:
+meeting-prep lives in the work project's =project-workflows/= and is general-purpose — it builds a per-meeting prep doc — but its body carries project-specific references: =deepsat/assets/= transcript paths, Linear as the tracker, =knowledge.org=. Promoting to =claude-templates= means generalizing those to project-neutral terms (the project's transcript home, the project's tracker), adding it plus its =meeting-prep.pre-wire.org= supporting doc to the =.ai/= mirror and INDEX.org, and a workflow-integrity pass. Once promoted, the daily-prep 5-Day Look-Ahead's conditional "where the project has one" reference can become a direct link.
+
+Out of the 2026-06-10 daily-prep handoff from the work project.