docs(agents): scope task state to long work

.gitea/workflows/ci.yml

@@ -115,6 +115,10 @@ jobs:
     needs: [build]
     steps:
       - uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1 # v7.0.1
+      - name: Build packages for integration checks
+        env:
+          REQUIRE_CODEX_SCHEMA: 'false'
+        run: bash scripts/commands/build.sh --summary
       - name: Run integration tests
         run: |
           set -euo pipefail

adapters/prompt-budget-baseline.json

@@ -1 +1,23 @@
-{"Claude permanent context":4000,"Codex permanent context":4000,"Claude permanent context absolute limit":6000,"Codex permanent context absolute limit":6000}
+{
+  "regression_percent": 10,
+  "permanent_context_soft_target_tokens": 4000,
+  "permanent_context_hard_limit_tokens": 6000,
+  "metrics": {
+    "permanent_context_tokens": {
+      "claude": 1481,
+      "codex": 1481
+    },
+    "skill_metadata_tokens": {
+      "claude": 1124,
+      "codex": 1124
+    },
+    "rule_catalog_tokens": {
+      "claude": 28036,
+      "codex": 8058
+    },
+    "agent_metadata_tokens": {
+      "claude": 126,
+      "codex": 52
+    }
+  }
+}

adapters/prompt-budget-baseline.tsv

@@ -1,2 +1,9 @@
-Claude	4000	6000
-Codex	4000	6000
+metric	client	baseline_tokens
+permanent_context_tokens	claude	1481
+permanent_context_tokens	codex	1481
+skill_metadata_tokens	claude	1124
+skill_metadata_tokens	codex	1124
+rule_catalog_tokens	claude	28036
+rule_catalog_tokens	codex	8058
+agent_metadata_tokens	claude	126
+agent_metadata_tokens	codex	52

docs/agents.md

@@ -20,7 +20,7 @@ The shared [orchestration rule](../shared/rules/orchestration.md) defines the `R
 
 ## Task state
 
-For long-running work, the main agent maintains one compact state containing `goal`, `decisions`, `changed`, `verified`, `open`, and `risks`. An existing task-state facility is preferred; the file fallback is `.ai-session/state.json` in the current workspace. Subagents may read it when needed, but send updates to the parent. Keep unrelated concurrent tasks in separate checkouts, and keep runtime state out of commits.
+See the [canonical task-state policy](../shared/rules/orchestration.md#canonical-task-state) for when to use state and what it may contain. The optional `.ai-session/state.json` file is local handoff state for a long-running active goal, not persistent project memory.
 
 The optional `scripts/commands/session-state.ps1` and `scripts/commands/session-state.sh` helpers update this workspace file. Omitted fields are preserved. Their `-Workspace`/`--workspace` option selects the workspace explicitly; the default is the current working directory. Both accept goal, decisions, changed files, completed verification, open items, and risks. `-Pointer`/`--pointer` only prints the existing file's location.
 

docs/scripts.md

@@ -21,13 +21,15 @@ Run scripts from the repository root. PowerShell and Bash commands have equivale
 | `commands/update.ps1`, `commands/update.sh` | Update an existing installation; Quick reuses saved choices. |
 | `commands/uninstall.ps1`, `commands/uninstall.sh` | Remove setup-owned configuration and extensions. |
 | `commands/doctor.ps1`, `commands/doctor.sh` | Check generated output and installed configuration. |
-| `commands/prompt-budget.ps1`, `commands/prompt-budget.sh` | Warn above 115% of the 4,000-byte soft target; fail above the 6,000-byte hard limit for generated permanent instructions. |
+| `commands/prompt-budget.ps1`, `commands/prompt-budget.sh` | Track permanent context, skill metadata, the rule catalog, and agent metadata; warn above 4,000 permanent-context tokens, fail when any token estimate exceeds its baseline by 10%, or permanent context exceeds 6,000 tokens. |
 | `commands/repository-context.ps1`, `commands/repository-context.sh` | Refresh the local repository-context cache. |
 | `commands/session-state.ps1`, `commands/session-state.sh` | Read or update the local agent session state. |
 | `commands/telemetry.ps1`, `commands/telemetry.sh` | Append a local telemetry event. |
 | `commands/add-instruction.ps1`, `commands/add-instruction.sh` | Append a client-specific user instruction outside managed configuration. |
 | `commands/add-credentials.ps1`, `commands/add-credentials.sh` | Store a client-scoped tool credential in the operating-system credential store. |
 
+Prompt KPIs estimate tokens as UTF-8 bytes divided by four, using the larger shell package per client. Skill metadata counts `SKILL.md` frontmatter outside rule skills; the rule catalog counts all generated rule entry files but excludes references, so it measures the available catalog size rather than rules loaded in a typical session; agent metadata counts frontmatter for Claude and `name`/`description` for Codex. All four metrics fail CI above baseline +10%; permanent context also warns above 4,000 tokens and fails above 6,000 tokens.
+
 Custom instructions are read before generated rules, skills, and plugins. They remain under `~/.my-ai-configuration/instructions/`, so installation and update scripts never manage or reset them.
 
 On Windows, credentials are stored in Windows Credential Manager. Use `~/.my-ai-configuration/bin/with-credential.ps1` or `.sh` to run a tool with a stored key available only in that child process. The key must be a valid environment-variable name; its value is never written to configuration.
@@ -47,6 +49,7 @@ Gitea Actions runs the repository checks from `.gitea/workflows/ci.yml`.
 | `tests/test-managed-extensions.py` | Validate plugin, skill, and CLI ownership handling. |
 | `tests/test-managed-install.ps1`, `tests/test-managed-install.sh` | Validate managed-file synchronization and backups. |
 | `tests/test-plugin-selection.ps1`, `tests/test-plugin-selection.sh` | Validate plugin selection. |
+| `tests/test-prompt-budget.py` | Validate prompt budget threshold evaluation. |
 | `tests/test-prompt-inventory.py` | Validate prompt inventory collection. |
 | `tests/test-quick-update.py` | Validate saved Quickupdate choices. |
 | `tests/test-quick-update.ps1`, `tests/test-quick-update.sh` | Run the Quickupdate test through the relevant shell. |

scripts/commands/prompt-budget.ps1

@@ -2,34 +2,11 @@
 param([switch]$Summary)
 $ErrorActionPreference = 'Stop'
 $root = Split-Path (Split-Path $PSScriptRoot -Parent) -Parent
-$generated = Join-Path $root 'generated'
-if (-not (Test-Path (Join-Path $generated 'claude-bash/CLAUDE.md'))) { throw 'Generated output is missing; run build first.' }
-function Measure-Tree([string]$path) {
-    if (-not (Test-Path $path)) { return 0 }
-    return [int64]((Get-ChildItem $path -File -Recurse | ForEach-Object { $_.Length } | Measure-Object -Sum).Sum)
-}
-function Tokens([int64]$bytes) { return [int][Math]::Ceiling($bytes / 4.0) }
-$claude = (Get-Item (Join-Path $generated 'claude-bash/CLAUDE.md')).Length
-$codex = (Get-Item (Join-Path $generated 'codex-bash/AGENTS.md')).Length
-$skills = Measure-Tree (Join-Path $generated 'claude-bash/skills')
-$lazyItem = Get-ChildItem (Join-Path $root 'shared/rules') -File -Recurse | Sort-Object Length -Descending | Select-Object -First 1
-$lazy = if ($lazyItem) { [int64]$lazyItem.Length } else { 0 }
-$baseline = Join-Path $root 'adapters/prompt-budget-baseline.json'
-$old = if (Test-Path $baseline) { Get-Content $baseline -Raw | ConvertFrom-Json } else { $null }
-$rows = @([pscustomobject]@{Name='Claude permanent context';Bytes=$claude;Tokens=(Tokens $claude)},[pscustomobject]@{Name='Codex permanent context';Bytes=$codex;Tokens=(Tokens $codex)},[pscustomobject]@{Name='Claude skill files (lazy)';Bytes=$skills;Tokens=(Tokens $skills)},[pscustomobject]@{Name='Largest lazy rule';Bytes=$lazy;Tokens=(Tokens $lazy)})
-$fail = $false
-$baselineValues = @{}
-if ($old) {
-    foreach ($row in $rows | Select-Object -First 2) {
-        $previous = [double]$old.($row.Name)
-        $absolute = [double]$old.(($row.Name + ' absolute limit'))
-        $baselineValues[$row.Name] = @($previous, $absolute)
-        if ($previous -gt 0 -and $row.Bytes -gt $previous * 1.15) { Write-Warning "Prompt budget soft target exceeded: $($row.Name) $($row.Bytes) bytes (target $previous, 15% tolerance)." }
-        if ($absolute -gt 0 -and $row.Bytes -gt $absolute) { $fail = $true; Write-Error "Prompt budget hard limit failed: $($row.Name) $($row.Bytes) bytes (hard limit $absolute)." }
-    }
-}
-if ($Summary) { Write-Output 'Prompt Budget'; foreach ($row in $rows | Select-Object -First 2) { $limits = $baselineValues[$row.Name]; $base = if($limits){$limits[0]}else{'-'}; $absolute = if($limits){$limits[1]}else{'-'}; Write-Output ('{0,-28} {1,8} bytes  soft target {2}  hard limit {3}' -f $row.Name,$row.Bytes,$base,$absolute) }; $rows | Select-Object -Skip 2 | ForEach-Object { Write-Output ('{0,-28} {1,8} bytes  {2,6} tokens' -f $_.Name,$_.Bytes,$_.Tokens) } } else { $rows | ForEach-Object { Write-Output ('{0}: {1} bytes / {2} tokens' -f $_.Name,$_.Bytes,$_.Tokens) } }
+$budgetScript = Join-Path $root 'scripts/lib/prompt-budget.py'
+$budgetArgs = @()
+if ($Summary) { $budgetArgs += '--summary' }
+& python $budgetScript @budgetArgs
+$budgetExit = $LASTEXITCODE
 & python (Join-Path $root 'scripts/lib/prompt-inventory.py') --home ([Environment]::GetFolderPath('UserProfile'))
 if ($LASTEXITCODE -ne 0) { throw 'Prompt inventory failed.' }
-if ($fail) { exit 1 }
-exit 0
+exit $budgetExit

scripts/commands/prompt-budget.sh

@@ -3,24 +3,9 @@ set -euo pipefail
 summary=false
 for arg in "$@"; do case "$arg" in --summary) summary=true;; *) printf 'Unknown argument: %s\n' "$arg" >&2; exit 1;; esac; done
 root=$(cd -- "$(dirname -- "${BASH_SOURCE[0]}")/../.." && pwd)
-generated="$root/generated"
-[ -f "$generated/claude-bash/CLAUDE.md" ] || { printf 'Generated output is missing; run build first.\n' >&2; exit 1; }
-bytes() { wc -c < "$1" | tr -d ' '; }
-tree_bytes() { find "$1" -type f -printf '%s\n' 2>/dev/null | awk '{s+=$1} END {print s+0}'; }
-tokens() { awk -v b="$1" 'BEGIN { printf "%d", (b + 3) / 4 }'; }
-claude=$(bytes "$generated/claude-bash/CLAUDE.md"); codex=$(bytes "$generated/codex-bash/AGENTS.md"); skills=$(tree_bytes "$generated/claude-bash/skills"); lazy=$(find "$root/shared/rules" -type f -printf '%s %p\n' | sort -nr | awk 'NR==1 {print $1+0}'); fail=false
-claude_baseline=0; codex_baseline=0; claude_absolute=0; codex_absolute=0
-if [ -f "$root/adapters/prompt-budget-baseline.tsv" ]; then
-  while IFS=$'\t' read -r name old absolute; do
-    [ "$name" = Claude ] || [ "$name" = Codex ] || continue
-    current=$([ "$name" = Claude ] && printf '%s' "$claude" || printf '%s' "$codex")
-    [ "$name" = Claude ] && claude_baseline=$old && claude_absolute=$absolute
-    [ "$name" = Codex ] && codex_baseline=$old && codex_absolute=$absolute
-    if awk -v n="$current" -v o="$old" 'BEGIN { exit !(o > 0 && n > o * 1.15) }'; then printf 'Prompt budget soft target exceeded: %s %s bytes (target %s, 15%% tolerance).\n' "$name" "$current" "$old" >&2; fi
-    if awk -v n="$current" -v a="$absolute" 'BEGIN { exit !(a > 0 && n > a) }'; then printf 'Prompt budget hard limit failed: %s %s bytes (hard limit %s).\n' "$name" "$current" "$absolute" >&2; fail=true; fi
-  done < "$root/adapters/prompt-budget-baseline.tsv"
-fi
-if [ "$summary" = true ]; then printf 'Prompt Budget\nClaude permanent context    %8s bytes  soft target %s  hard limit %s\nCodex permanent context     %8s bytes  soft target %s  hard limit %s\nClaude skill files (lazy)       %8s bytes  %6s tokens\nLargest lazy rule           %8s bytes  %6s tokens\n' "$claude" "$claude_baseline" "$claude_absolute" "$codex" "$codex_baseline" "$codex_absolute" "$skills" "$(tokens "$skills")" "$lazy" "$(tokens "$lazy")"; else printf 'Prompt budget: Claude %s bytes, Codex %s bytes, skills %s bytes, largest lazy rule %s bytes\n' "$claude" "$codex" "$skills" "$lazy"; fi
+budget_args=()
+[ "$summary" = false ] || budget_args+=(--summary)
+budget_status=0
+python3 "$root/scripts/lib/prompt-budget.py" "${budget_args[@]}" || budget_status=$?
 python3 "$root/scripts/lib/prompt-inventory.py" --home "${HOME:?HOME is required}"
-$fail && { printf 'Prompt budget: permanent context exceeded hard limit.\n' >&2; exit 1; }
-exit 0
+exit "$budget_status"

scripts/lib/prompt-budget.py

@@ -0,0 +1,154 @@
+import argparse
+import csv
+import json
+import math
+import re
+import tomllib
+from pathlib import Path
+
+
+METRICS = (
+    'permanent_context_tokens',
+    'skill_metadata_tokens',
+    'rule_catalog_tokens',
+    'agent_metadata_tokens',
+)
+CLIENTS = ('claude', 'codex')
+TOKEN_BYTES = 4
+
+
+def read_frontmatter(path):
+    content = path.read_text(encoding='utf-8-sig')
+    match = re.match(r'\A---\r?\n(.*?)^---\s*$', content, re.MULTILINE | re.DOTALL)
+    return match.group(1).encode('utf-8') if match else b''
+
+
+def tokens(byte_count):
+    return math.ceil(byte_count / TOKEN_BYTES)
+
+
+def measure_package(package, client):
+    instruction_name = 'CLAUDE.md' if client == 'claude' else 'AGENTS.md'
+    instruction_bytes = (package / instruction_name).stat().st_size
+
+    skill_root = package / 'skills'
+    skill_metadata_bytes = sum(
+        len(read_frontmatter(path))
+        for path in skill_root.rglob('SKILL.md')
+        if path.relative_to(skill_root).parts[0] != 'rules'
+    )
+
+    if client == 'claude':
+        rule_files = (package / 'skills' / 'rules').glob('rules-*/SKILL.md')
+    else:
+        rule_root = package / 'rules'
+        rule_files = (
+            path for path in rule_root.rglob('*.md')
+            if 'references' not in path.relative_to(rule_root).parts
+        )
+    rule_catalog_bytes = sum(path.stat().st_size for path in rule_files)
+
+    agent_root = package / 'agents'
+    if client == 'claude':
+        agent_metadata_bytes = sum(len(read_frontmatter(path)) for path in agent_root.glob('*.md'))
+    else:
+        agent_metadata_bytes = 0
+        for path in agent_root.glob('*.toml'):
+            agent = tomllib.loads(path.read_text(encoding='utf-8-sig'))
+            agent_metadata_bytes += sum(len(agent.get(key, '').encode('utf-8')) for key in ('name', 'description'))
+
+    return {
+        'permanent_context_tokens': tokens(instruction_bytes),
+        'skill_metadata_tokens': tokens(skill_metadata_bytes),
+        'rule_catalog_tokens': tokens(rule_catalog_bytes),
+        'agent_metadata_tokens': tokens(agent_metadata_bytes),
+    }
+
+
+def measure(root):
+    result = {}
+    for client in CLIENTS:
+        packages = [root / 'generated' / f'{client}-{shell}' for shell in ('bash', 'powershell')]
+        for package in packages:
+            if not package.is_dir():
+                raise FileNotFoundError(f'Generated package missing: {package}')
+        measurements = [measure_package(package, client) for package in packages]
+        result[client] = {
+            metric: max(item[metric] for item in measurements)
+            for metric in METRICS
+        }
+    return result
+
+
+def load_baseline(root):
+    path = root / 'adapters' / 'prompt-budget-baseline.json'
+    baseline = json.loads(path.read_text(encoding='utf-8'))
+    if baseline.get('regression_percent') != 10:
+        raise ValueError('Prompt budget regression threshold must be 10%.')
+    metric_values = baseline.get('metrics', {})
+    expected = {(metric, client): metric_values.get(metric, {}).get(client) for metric in METRICS for client in CLIENTS}
+    if any(not isinstance(value, int) or value <= 0 for value in expected.values()):
+        raise ValueError('Prompt budget baseline is missing a positive integer metric.')
+    for key in ('permanent_context_soft_target_tokens', 'permanent_context_hard_limit_tokens'):
+        if not isinstance(baseline.get(key), int) or baseline[key] <= 0:
+            raise ValueError(f'Prompt budget baseline is missing a positive {key}.')
+
+    tsv_path = root / 'adapters' / 'prompt-budget-baseline.tsv'
+    with tsv_path.open(encoding='utf-8', newline='') as stream:
+        rows = list(csv.DictReader(stream, delimiter='\t'))
+    actual = {(row['metric'], row['client']): int(row['baseline_tokens']) for row in rows}
+    if actual != expected:
+        raise ValueError('Prompt budget JSON and TSV baselines do not match.')
+    return baseline
+
+
+def evaluate(current, baseline):
+    failures = []
+    warnings = []
+    limit_percent = 100 + baseline['regression_percent']
+    for metric in METRICS:
+        for client in CLIENTS:
+            value = current[client][metric]
+            previous = baseline['metrics'][metric][client]
+            if value * 100 > previous * limit_percent:
+                failures.append(f'{metric} {client}: {value} tokens (baseline {previous}, limit +{baseline["regression_percent"]}%).')
+
+    hard_limit = baseline['permanent_context_hard_limit_tokens']
+    soft_target = baseline['permanent_context_soft_target_tokens']
+    for client in CLIENTS:
+        value = current[client]['permanent_context_tokens']
+        if value > soft_target:
+            warnings.append(f'permanent_context_tokens {client}: {value} tokens exceeds the {soft_target}-token soft target.')
+        if value > hard_limit:
+            failures.append(f'permanent_context_tokens {client}: {value} tokens exceeds the {hard_limit}-token hard limit.')
+    return failures, warnings
+
+
+def main():
+    parser = argparse.ArgumentParser()
+    parser.add_argument('--summary', action='store_true')
+    args = parser.parse_args()
+    root = Path(__file__).resolve().parents[2]
+    baseline = load_baseline(root)
+    current = measure(root)
+    failures, warnings = evaluate(current, baseline)
+
+    print('Prompt Budget')
+    if args.summary:
+        for metric in METRICS:
+            for client in CLIENTS:
+                value = current[client][metric]
+                previous = baseline['metrics'][metric][client]
+                print(f'{metric} {client}: {value} tokens (baseline {previous}, fail above +{baseline["regression_percent"]}%)')
+    else:
+        for metric in METRICS:
+            print(f'{metric}: Claude {current["claude"][metric]}, Codex {current["codex"][metric]} tokens')
+    for warning in warnings:
+        print(f'WARN {warning}')
+    for failure in failures:
+        print(f'FAIL {failure}')
+    return 1 if failures else 0
+
+
+if __name__ == '__main__':
+    raise SystemExit(main())

scripts/lib/prompt-inventory.py

@@ -40,7 +40,7 @@ def main():
             directories.append(args.home / '.agents' / 'skills')
         report(f'Installed {client} user catalog', directories)
         report(f'Cached {client} plugins (all versions)', [args.home / f'.{client}' / 'plugins' / 'cache'], warn_duplicates=False)
-    print('Coverage: baseline covers generated instructions only. Inventory is not measured session context; plugin caches include inactive versions. Client prompts, tool schemas and dynamic hook output are excluded. Token counts use bytes/4 estimates.')
+    print('Coverage: prompt KPIs cover generated permanent instructions, skill metadata, the full rule catalog, and agent metadata. Rule catalog size does not represent rules loaded in a typical session. Counts are bytes/4 estimates, not runtime token telemetry. Installed prompts, tool schemas, dynamic hook output, and inactive plugin versions are excluded.')
 
 
 if __name__ == '__main__':

scripts/tests/test-prompt-budget.py

@@ -0,0 +1,50 @@
+import runpy
+import unittest
+from pathlib import Path
+
+
+MODULE = runpy.run_path(str(Path(__file__).resolve().parents[1] / 'lib' / 'prompt-budget.py'))
+
+
+class PromptBudgetTests(unittest.TestCase):
+    def setUp(self):
+        self.baseline = {
+            'regression_percent': 10,
+            'permanent_context_soft_target_tokens': 4000,
+            'permanent_context_hard_limit_tokens': 6000,
+            'metrics': {
+                metric: {'claude': 100, 'codex': 100}
+                for metric in MODULE['METRICS']
+            },
+        }
+        self.current = {
+            client: {metric: 110 for metric in MODULE['METRICS']}
+            for client in MODULE['CLIENTS']
+        }
+
+    def test_ten_percent_growth_passes(self):
+        failures, warnings = MODULE['evaluate'](self.current, self.baseline)
+        self.assertEqual(failures, [])
+        self.assertEqual(warnings, [])
+
+    def test_growth_above_ten_percent_fails(self):
+        self.current['claude']['permanent_context_tokens'] = 111
+        failures, _ = MODULE['evaluate'](self.current, self.baseline)
+        self.assertEqual(len(failures), 1)
+        self.assertIn('permanent_context_tokens claude', failures[0])
+
+    def test_permanent_context_hard_limit_fails(self):
+        self.current['codex']['permanent_context_tokens'] = 6001
+        failures, _ = MODULE['evaluate'](self.current, self.baseline)
+        self.assertTrue(any('permanent_context_tokens codex' in failure for failure in failures))
+
+    def test_soft_target_warns_in_tokens(self):
+        self.baseline['metrics']['permanent_context_tokens']['claude'] = 4000
+        self.current['claude']['permanent_context_tokens'] = 4001
+        failures, warnings = MODULE['evaluate'](self.current, self.baseline)
+        self.assertEqual(failures, [])
+        self.assertTrue(any('permanent_context_tokens claude' in warning for warning in warnings))
+
+
+if __name__ == '__main__':
+    unittest.main()

shared/rules/orchestration.md

@@ -37,7 +37,9 @@ Verifier: execution evidence against acceptance criteria. Choose relevant tests,
 
 ## Canonical task state
 
-For long-running work, the main agent maintains one compact state with `goal`, `decisions`, `changed`, `verified`, `open`, and `risks`. Store conclusions and file/symbol references, never transcripts, copied source, secrets, or narration. Update after material decisions, changes, and verification, before compaction when possible. Mark stale evidence after relevant edits.
+Use task state only for work expected to span multiple hours, compaction, or an interrupted session. For short, bounded work, rely on the conversation and current Git diff/working tree; do not create state just to record routine progress. Task state is a handoff for the active goal, not persistent project memory.
+
+When needed, the main agent maintains one compact state with `goal`, `decisions`, `changed`, `verified`, `open`, and `risks`. Store conclusions and file/symbol references, never transcripts, copied source, secrets, unrelated project knowledge, or narration. Update after material decisions, changes, and verification, before compaction when possible. Mark stale evidence after relevant edits and reset state when starting a different goal.
 
 Use an existing task-state facility when available; otherwise use the workspace's `.ai-session/state.json`. Keep one active owner per workspace; use separate checkouts for concurrent unrelated tasks. Runtime state is local, not committed. Explicitly share its location when needed; subagents may read it but return updates to the parent instead of maintaining copies. Do not paste the full state into every assignment.