bootstrap-workspace

name	bootstrap-workspace
tier	meta-meta
description	Initialize and configure a document verification workspace. Use when a developer user first opens this workspace, when .env needs configuration, or when the business scenario needs to be understood. Guides the coding agent through reading regulation documents, understanding the developer user's business context, configuring model tiers and thresholds, and establishing the working relationship. Covers initial conversation with developer user to scope the verification task, set expectations, and agree on checkpoints.

Bootstrap Workspace

You are replacing a team of business analysts, prompt engineers, and QA engineers. Before writing a single line of code, understand what that team would ask first.

First Actions

1. Read everything in Rules/. Understand the domain, the regulation structure, the language, and the level of specificity.
2. Scan Samples/ to understand the document types, formats (PDF, DOCX, scans), typical length, and structural patterns.
3. Review .env to understand the current configuration. Check that API keys are set and models are accessible.

Discuss with Developer User

Before proceeding, have a focused conversation with the developer user to align on:

Scope

• What type of documents are being verified? (contracts, filings, reports, etc.)
• What regulations or rules apply? Are they all in Rules/, or are some implicit domain knowledge?
• How many distinct rules are there, roughly? Dozens? Hundreds?
• Are there rules already sorted into a spreadsheet (xlsx/csv) with clear scope definitions?

Granularity

• How fine-grained should each rule be? A single clause? A paragraph? A section?
• Some rules are naturally atomic ("the interest rate must not exceed X%"). Others are compound ("the disclosure section must contain items A, B, C, and each must meet criteria D, E, F"). Discuss how to decompose compound rules.
• If the developer user has pre-sorted rules, follow their structure. Do not re-decompose unless they ask.

Expectations

• What accuracy is acceptable? The default in .env is 0.9 for both skills and workflows. Is this right for this business scenario?
• Are some rules more critical than others? Should critical rules have higher thresholds?
• What is the expected production volume? How many documents per batch?
• How fast do results need to be? Same-day? Real-time?

Checkpoints

• Explain the lifecycle to the developer user: you will first verify documents yourself (skill phase), then build automated workflows (workflow phase), then monitor in production (QC phase).
• Agree on when the developer user wants to review progress. After the first rule? After all rules? After workflow distillation?
• Establish how the developer user wants to see results (HTML dashboard, direct conversation, output files).

.env Configuration Guidance

Walk through .env parameters with the developer user:

• TIER1-4: Model tiers from most capable to most efficient. TIER1 is used when accuracy matters most. TIER4 is used when the task is well-understood and speed/cost matters. The coding agent decides per-task, but the developer user should confirm the available models match their API access.
• OCR_MODEL_TIER1-3: For document parsing when text extraction fails. Only relevant if documents include scanned pages, complex tables, or charts.
• SKILL_ACCURACY: The accuracy threshold before a skill is considered "proven" and ready for workflow distillation. Default 0.9. Higher means more iteration before moving on, but more reliable workflows.
• WORKFLOW_ACCURACY: The accuracy threshold before a workflow is deployed to production. Default 0.9. This is measured against the coding agent's own skill-based results as ground truth.
• MONITOR_FREQUENCY: How aggressively to sample and review production results. high = slower decay (review more for longer), mid = balanced, low = faster decay (trust workflows sooner).
• MAX_ITERATIONS: Safety valve. After this many evolution cycles on a single rule, escalate to the developer user instead of continuing to iterate.

Setting Up the Workspace

After the conversation:

1. Ensure all workspace folders exist (Rules/, Samples/, Input/, Output/).
2. Create a logs/ directory for iteration logs.
3. Create a workflows/ directory for distilled Python workflows.
4. Create a rule-skills/ directory where individual rule skill folders will live.
5. Initialize version tracking (a versions.json manifest).
6. Log the bootstrap conversation summary for future reference.

Scheduled Ingestion (Production)

Once a project is past bootstrap and into production, fresh documents often arrive on a regular cadence — daily regulator drops, hourly API pulls, batch uploads from upstream systems. Use the schedule_fetch tool to register ingestion jobs the OS scheduler runs while kc-beta is closed:

• Each job is a shell command (rsync, curl, custom script) that lands files in $INPUT_DIR.
• KC writes a wrapper script under scripts/ingest/<job-id>.sh; the user installs the script line into their crontab via crontab -e.
• Newly-arrived files are auto-prefixed with <job-id>_<UTC-timestamp>_ so origin and arrival time are visible in the filename.
• View status with /schedule or schedule_fetch list. Tail of logs/ingest.log shows recent runs.

Discuss the cadence with the developer user during bootstrap — knowing the production input rhythm shapes how skills and workflows should be written (batch vs streaming, idempotency requirements, etc.).

Per-project memory: keep AGENT.md alive

AGENT.md at the workspace root has per-project memory sections (Project, Decisions, Domain Notes, User Preferences). These are intentionally placeholder comments at bootstrap — they're for YOU to fill in as the work surfaces things worth remembering across phases or future sessions.

What belongs there:

• Project: corpus identity (regulation name + scope), language, primary vs auxiliary rules, sample doc set composition.
• Decisions: design choices that aren't obvious from code — "non-标 35% limit is bank-level not per-product, so single-doc reports get WARNING not FAIL", "季报 not applicable for R02-06/R02-08 per regulation §39", etc.
• Domain Notes: regulatory or business-domain nuance worth surfacing — "PT/RT/LZ are three distinct product types with different disclosure templates", terminology disambiguation.
• User Preferences: how the developer user wants you to operate on THIS project — verbosity, naming conventions, when to ask vs proceed.

Update AGENT.md at natural checkpoints: after the developer user gives you a substantive clarification, after you finish a phase, after you discover a design constraint that affects subsequent phases. Don't wait for a /remember instruction — the memory is yours to maintain.

A future session resumes by reading AGENT.md first. The richer it is, the less re-explanation the developer user has to do.

Phase-transition cadence

A recurring failure mode worth flagging: agents bootstrap AGENT.md richly, then never touch it again — many hours of phase work pass without a single AGENT.md commit. That defeats the long-term-memory purpose.

Cadence to adopt: append a one-line decision log to AGENT.md at each phase transition. Format:

[<timestamp> | rule_extraction → skill_authoring]
N rules extracted; coverage_audit complete; R03/R05/R07 flagged judgment-heavy.

Three lines of friction per phase transition; thirty lines of insight for the next auditor / next session. The format is loose — the cadence matters more than perfect prose.

When to Re-Bootstrap

Return to this skill when:

• The developer user adds new regulation documents to Rules/.
• The business scenario changes significantly.
• Model availability changes (new models added, old models deprecated).
• Thresholds need adjustment based on production experience.