feat: add CLAUDE.md template for analyst bootstrap
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config/claude_md_template.txt
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config/claude_md_template.txt
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# {instance_name} — AI Data Analyst
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This workspace is connected to {server_url}.
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## Rules
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- Before computing any business metric: run `da metrics show <category>/<name>`
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- For current schema: read `data/metadata/schema.json`
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- Do not use DESCRIBE/SHOW COLUMNS — read metadata files instead
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- Save work output to `user/artifacts/`
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- Sync data regularly with `da sync`
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## Metrics Workflow
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1. `da metrics list` — find the relevant metric
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2. `da metrics show revenue/mrr` — read SQL and business rules
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3. Use the canonical SQL from the metric definition, adapt to the question
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4. Never invent metric calculations — always check existing definitions first
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## Data Sync
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- `da sync` — download current data from server
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- `da sync --docs-only` — just metadata and metrics (fast refresh)
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- `da sync --upload-only` — upload sessions and local notes to server
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- Data on the server refreshes every {sync_interval}
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## Directory Structure
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- `data/` — read-only data downloaded from server
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- `data/parquet/` — table data in Parquet format
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- `data/duckdb/` — local analytics DuckDB database
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- `data/metadata/` — profiles, schema, metrics cache
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- `user/` — your workspace (persistent across syncs)
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- `user/artifacts/` — analysis outputs, reports, charts
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- `user/sessions/` — Claude Code session logs
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- `.claude/CLAUDE.local.md` — your personal notes (never overwritten, uploaded on sync)
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