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Generic process-inbox workflow at claude-templates/.ai/workflows/ and
mirror. Owns inbox discipline across every project: items are ideas to
evaluate, not orders to execute, and earn a place in todo.org or git
history only when they pass a three-question value gate.
The gate (Phase B):
- Advances an existing TODO (look up by topic).
- Improves how the project works (architecture, workflows, tooling,
rule hygiene).
- Serves the project's stated mission (read from notes.org
Project-Specific Context).
One yes accepts. Three nos reject.
Per-source rejection flow (Phase D):
- From Craig: state in chat, wait for override.
- From another project: write a response via inbox-send naming which
gate question failed plus any reconsideration condition. Silent
rejection on a handoff is worse than no reply.
- From a script or automated system: just delete.
Phase B.1 gates filing on priority-scheme presence. If todo.org has a
scheme at the top, file with cookie + mandatory type tag + optional
effort/autonomy tags. If not, surface a one-sentence nudge to adopt
one (or to skip grading and flag the gap in the commit).
Phase D within accepts splits implement-now / fold-into-existing /
file-as-TODO so the inbox doesn't default to inflating todo.org for
every item that passes the gate.
Phase E stamps :LAST_INBOX_PROCESS: in notes.org Workflow State if the
section exists.
startup.org Phase C step 2 now delegates here instead of inlining the
inbox-processing language. INDEX entry under Tasks and planning lists
the full set of trigger phrases.
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A project script dropped into .ai/scripts/ gets wiped on the next startup, because that dir syncs from the template with rsync --delete. There was no documented home for a project's own scripts, the script-side counterpart to .ai/project-workflows/.
I added .ai/project-scripts/ to the Directory Architecture table and noted in startup.org that it sits outside the synced set, like project-workflows/. A script a workflow imports lives there. Naming: a Python module imported via sys.path needs an importable name (underscores), while a CLI-invoked script can stay kebab-case like the template tooling.
No mechanism change. Startup Phase A only rsyncs protocols.org, workflows/, and scripts/, so project-scripts/ is already sync-safe. This just documents it.
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The triage-intake workflow had every source baked into one file, so adding or changing a source meant editing the workflow itself. I replaced it with a source-agnostic engine plus per-source plugins named triage-intake.<source>.org. The engine carries the anchor/sentinel logic, the four-bucket model, the Phase A-D orchestration, the todo.org persistence convention, and the exit criteria. Each source's scan, classify, render, and action knowledge moved into its own plugin.
Four general plugins ship in the template: personal-gmail, personal-calendar, cmail, and github-prs. Project-specific sources live in the project's .ai/project-workflows/ and are never synced. Phase 0 globs both directories so a project source can't silently drop out of the sweep.
I taught INDEX.org and the startup workflow-discovery drift check the namespace. A file matching <engine>.*.org is a plugin of that engine, not an orphan, and gets no trigger entry of its own. A "run the triage-intake workflow" request routes to the engine, never to a plugin.
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Startup synced the .ai/ templates into the current project every session but never checked the language bundle (elisp, python) installed in .claude/. Bundle drift went unnoticed until someone re-ran make install-lang by hand: a generic rule added to claude-rules/ after the last install, or a changed validator hook.
scripts/sync-language-bundle.sh closes that gap. It fingerprints which bundle a project has by the presence of the language's own rule files (elisp.md, python-testing.md), then reconciles against the canonical source: auto-fix for rulesets-owned files (.claude/rules/*.md, .claude/hooks/*, githooks/*), surface-only for settings.json, which a project may have customized. CLAUDE.md is left alone. It's seed-only in install-lang and project-owned afterward, the same reason diff-lang skips it.
Startup Phase A step 12 calls it for the current project, guarded so older checkouts that lack the script still boot. It writes only under .claude/ and githooks/, disjoint from the .ai/ rsync paths, so the parallel batch stays safe. A script rather than a make target keeps the Makefile-parse layer off the boot path. The absolute rulesets path it depends on is the same one the rsyncs already carry.
Tested: 11 bats cases (no-bundle, clean, drifted rule/hook auto-fixed, surfaced settings.json asserted unmodified, absent CLAUDE.md not flagged, python detection, $PWD default, bad path). A smoke run against a copy of a real elisp project's .claude/ caught a perpetual "CLAUDE.md missing" alarm, which is what drove dropping CLAUDE.md from the surface set.
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The new task-review.org workflow is the daily habit that retires the old date-coverage scan. It surfaces the oldest-unreviewed top-level tasks, walks them one at a time, and records each outcome — keep, re-grade, kill, mark DOING, or edit — stamping :LAST_REVIEWED: as it goes. It's a pure Claude workflow, no elisp. open-tasks.org displays the list; this one changes it.
task-review-staleness.sh gains a --list mode that emits the N oldest-unreviewed tasks (line, review date, heading), oldest first, so the workflow walks a deterministic batch instead of eyeballing todo.org. Never-reviewed and unparseable-date tasks sort oldest. Seven new bats cases cover ordering, the count limit, exclusions, and output format; count mode is unchanged.
startup.org gains the matching nudge. Phase A counts tasks unreviewed for >7 days and Phase C surfaces one line when that count is non-zero, pointing at the workflow. It lives in the template startup.org rather than the project-only startup-extras layer, so every project picks it up the same way it picks up the wrap-up health check.
The INDEX entry is added with the "task review" triggers the rename freed up.
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Canonical .ai/ source moved from ~/projects/claude-templates/ to ~/code/rulesets/claude-templates/ via subtree merge. Phase A.0's "Refresh claude-templates" step is now "Refresh rulesets" since there's only one repo to pull.
Updates:
- startup.org Phase A.0: rsync sources point at the in-repo path
- protocols.org and cross-agent-comms.org: workflow-promotion target paths updated
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Replace the seed notes.org with project-specific context (layout, install modes, task tracker location, recent inflection point). Bring in the synced template surfaces (protocols, workflows, scripts, references, retrospectives, someday-maybe) as tracked content for this content/documentation project.
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