231 lines
9.7 KiB
Markdown
231 lines
9.7 KiB
Markdown
---
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name: file-todos
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description: This skill should be used when managing the file-based todo tracking system in the .context/compound-engineering/todos/ directory. It provides workflows for creating todos, managing status and dependencies, conducting triage, and integrating with code review processes.
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disable-model-invocation: true
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---
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# File-Based Todo Tracking Skill
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## Overview
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The `.context/compound-engineering/todos/` directory contains a file-based tracking system for managing code review feedback, technical debt, feature requests, and work items. Each todo is a markdown file with YAML frontmatter and structured sections.
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> **Legacy support:** During the transition period, always check both `.context/compound-engineering/todos/` (canonical) and `todos/` (legacy) when reading or searching for todos. Write new todos only to the canonical path. Unlike per-run scratch directories, `.context/compound-engineering/todos/` has a multi-session lifecycle -- do not clean it up as part of post-run scratch cleanup.
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This skill should be used when:
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- Creating new todos from findings or feedback
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- Managing todo lifecycle (pending -> ready -> complete)
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- Triaging pending items for approval
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- Checking or managing dependencies
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- Converting PR comments or code findings into tracked work
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- Updating work logs during todo execution
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## Directory Paths
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| Purpose | Path |
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|---------|------|
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| **Canonical (write here)** | `.context/compound-engineering/todos/` |
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| **Legacy (read-only)** | `todos/` |
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When searching or listing todos, always search both paths. When creating new todos, always write to the canonical path.
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## File Naming Convention
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```
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{issue_id}-{status}-{priority}-{description}.md
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```
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**Components:**
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- **issue_id**: Sequential number (001, 002, 003...) -- never reused
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- **status**: `pending` (needs triage), `ready` (approved), `complete` (done)
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- **priority**: `p1` (critical), `p2` (important), `p3` (nice-to-have)
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- **description**: kebab-case, brief description
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**Examples:**
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```
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001-pending-p1-mailer-test.md
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002-ready-p1-fix-n-plus-1.md
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005-complete-p2-refactor-csv.md
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```
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## File Structure
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Each todo is a markdown file with YAML frontmatter and structured sections. Use the template at [todo-template.md](./assets/todo-template.md) as a starting point when creating new todos.
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**Required sections:**
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- **Problem Statement** -- What is broken, missing, or needs improvement?
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- **Findings** -- Investigation results, root cause, key discoveries
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- **Proposed Solutions** -- Multiple options with pros/cons, effort, risk
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- **Recommended Action** -- Clear plan (filled during triage)
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- **Acceptance Criteria** -- Testable checklist items
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- **Work Log** -- Chronological record with date, actions, learnings
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**Optional sections:**
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- **Technical Details** -- Affected files, related components, DB changes
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- **Resources** -- Links to errors, tests, PRs, documentation
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- **Notes** -- Additional context or decisions
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**YAML frontmatter fields:**
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```yaml
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---
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status: ready # pending | ready | complete
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priority: p1 # p1 | p2 | p3
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issue_id: "002"
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tags: [rails, performance, database]
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dependencies: ["001"] # Issue IDs this is blocked by
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---
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```
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## Common Workflows
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> **Tool preference:** Use native file-search (e.g., Glob in Claude Code) and content-search (e.g., Grep in Claude Code) tools instead of shell commands for finding and reading todo files. This avoids unnecessary permission prompts in sub-agent workflows. Use shell only for operations that have no native equivalent (e.g., `mv` for renames, `mkdir -p` for directory creation).
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### Creating a New Todo
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1. Ensure directory exists: `mkdir -p .context/compound-engineering/todos/`
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2. Determine next issue ID by searching both canonical and legacy paths for files matching `[0-9]*-*.md` using the native file-search/glob tool. Extract the numeric prefix from each filename, find the highest, and increment by one. Zero-pad to 3 digits (e.g., `007`).
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3. Read the template at [todo-template.md](./assets/todo-template.md), then write it to `.context/compound-engineering/todos/{NEXT_ID}-pending-{priority}-{description}.md` using the native file-write tool.
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4. Edit and fill required sections:
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- Problem Statement
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- Findings (if from investigation)
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- Proposed Solutions (multiple options)
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- Acceptance Criteria
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- Add initial Work Log entry
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5. Determine status: `pending` (needs triage) or `ready` (pre-approved)
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6. Add relevant tags for filtering
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**When to create a todo:**
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- Requires more than 15-20 minutes of work
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- Needs research, planning, or multiple approaches considered
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- Has dependencies on other work
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- Requires manager approval or prioritization
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- Part of larger feature or refactor
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- Technical debt needing documentation
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**When to act immediately instead:**
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- Issue is trivial (< 15 minutes)
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- Complete context available now
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- No planning needed
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- User explicitly requests immediate action
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- Simple bug fix with obvious solution
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### Triaging Pending Items
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1. Find pending items using the native file-search/glob tool with pattern `*-pending-*.md` in both directory paths.
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2. For each todo:
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- Read Problem Statement and Findings
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- Review Proposed Solutions
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- Make decision: approve, defer, or modify priority
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3. Update approved todos:
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- Rename file: `mv {file}-pending-{pri}-{desc}.md {file}-ready-{pri}-{desc}.md`
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- Update frontmatter: `status: pending` -> `status: ready`
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- Fill "Recommended Action" section with clear plan
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- Adjust priority if different from initial assessment
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4. Deferred todos stay in `pending` status
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Load the `triage` skill for an interactive approval workflow.
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### Managing Dependencies
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**To track dependencies:**
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```yaml
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dependencies: ["002", "005"] # This todo blocked by issues 002 and 005
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dependencies: [] # No blockers - can work immediately
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```
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**To check what blocks a todo:** Use the native content-search tool (e.g., Grep in Claude Code) to search for `^dependencies:` in the todo file.
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**To find what a todo blocks:** Search both directory paths for files containing `dependencies:.*"002"` using the native content-search tool.
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**To verify blockers are complete before starting:** For each dependency ID, use the native file-search/glob tool to look for `{dep_id}-complete-*.md` in both directory paths. Any missing matches indicate incomplete blockers.
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### Updating Work Logs
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When working on a todo, always add a work log entry:
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```markdown
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### YYYY-MM-DD - Session Title
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**By:** Agent name / Developer Name
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**Actions:**
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- Specific changes made (include file:line references)
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- Commands executed
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- Tests run
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- Results of investigation
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**Learnings:**
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- What worked / what didn't
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- Patterns discovered
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- Key insights for future work
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```
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Work logs serve as:
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- Historical record of investigation
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- Documentation of approaches attempted
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- Knowledge sharing for team
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- Context for future similar work
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### Completing a Todo
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1. Verify all acceptance criteria checked off
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2. Update Work Log with final session and results
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3. Rename file: `mv {file}-ready-{pri}-{desc}.md {file}-complete-{pri}-{desc}.md`
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4. Update frontmatter: `status: ready` -> `status: complete`
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5. Check for unblocked work: search both directory paths for `*-ready-*.md` files containing `dependencies:.*"{issue_id}"` using the native content-search tool
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6. Commit with issue reference: `feat: resolve issue 002`
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## Integration with Development Workflows
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| Trigger | Flow | Tool |
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|---------|------|------|
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| Code review | `/ce:review` -> Findings -> `/triage` -> Todos | Review agent + skill |
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| Beta autonomous review | `/ce:review-beta mode:autonomous` -> Downstream-resolver residual todos -> `/resolve-todo-parallel` | Review skill + todos |
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| PR comments | `/resolve_pr_parallel` -> Individual fixes -> Todos | gh CLI + skill |
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| Code TODOs | `/resolve-todo-parallel` -> Fixes + Complex todos | Agent + skill |
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| Planning | Brainstorm -> Create todo -> Work -> Complete | Skill |
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| Feedback | Discussion -> Create todo -> Triage -> Work | Skill |
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## Quick Reference Patterns
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Use the native file-search/glob tool (e.g., Glob in Claude Code) and content-search tool (e.g., Grep in Claude Code) for these operations. Search both canonical and legacy directory paths.
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**Finding work:**
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| Goal | Tool | Pattern |
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|------|------|---------|
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| List highest priority unblocked work | Content-search | `dependencies: \[\]` in `*-ready-p1-*.md` |
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| List all pending items needing triage | File-search | `*-pending-*.md` |
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| Find next issue ID | File-search | `[0-9]*-*.md`, extract highest numeric prefix |
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| Count by status | File-search | `*-pending-*.md`, `*-ready-*.md`, `*-complete-*.md` |
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**Dependency management:**
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| Goal | Tool | Pattern |
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|------|------|---------|
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| What blocks this todo? | Content-search | `^dependencies:` in the specific todo file |
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| What does this todo block? | Content-search | `dependencies:.*"{id}"` across all todo files |
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**Searching:**
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| Goal | Tool | Pattern |
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|------|------|---------|
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| Search by tag | Content-search | `tags:.*{tag}` across all todo files |
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| Search by priority | File-search | `*-p1-*.md` (or p2, p3) |
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| Full-text search | Content-search | `{keyword}` across both directory paths |
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## Key Distinctions
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**File-todos system (this skill):**
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- Markdown files in `.context/compound-engineering/todos/` (legacy: `todos/`)
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- Development/project tracking across sessions and agents
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- Standalone markdown files with YAML frontmatter
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- Persisted to disk, cross-agent accessible
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**In-session task tracking (e.g., TaskCreate/TaskUpdate in Claude Code, update_plan in Codex):**
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- In-memory task tracking during agent sessions
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- Temporary tracking for single conversation
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- Not persisted to disk after session ends
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- Different purpose: use for tracking steps within a session, not for durable cross-session work items
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