agnes-the-ai-analyst/config/claude_md_template.txt
PavelDo e1108b6112
feat(memory): corporate memory v1+v1.5 + 0.15.0 (#72)
Adds corporate memory v1 (verification flywheel + contradiction detection + confidence scoring) and v1.5 (audience-based distribution + per-item privacy + admin curation). Server: GET /api/memory/bundle returns mandatory + ranked-approved items within a token budget; POST /api/memory/admin/mandate accepts an audience field gated against user_group_members; /api/memory/stats uses SQL aggregation. CLI: da sync writes received items to .claude/rules/km_*.md. Verification detector extracts knowledge candidates from session JSONL files. Auto-tagging via Haiku when ai: is configured. Adapted from the v9-era branch onto v13/v14 RBAC: _is_privileged_viewer + _effective_groups now query user_group_members JOIN user_groups; require_role(Role.KM_ADMIN) replaced with require_admin (km_admin collapsed into admin). Schema v15: knowledge_items context-engineering columns + knowledge_contradictions + session_extraction_state. Schema v16: verification_evidence. Cuts release v0.15.0 (also bundles #116 /me/debug page).
2026-04-29 07:16:22 +02:00

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# {instance_name} — AI Data Analyst
This workspace is connected to {server_url}.
## Rules
- Before computing any business metric: run `da metrics show <category>/<name>`
- For current schema: read `data/metadata/schema.json`
- Do not use DESCRIBE/SHOW COLUMNS — read metadata files instead
- Save work output to `user/artifacts/`
- Sync data regularly with `da sync`
## Metrics Workflow
1. `da metrics list` — find the relevant metric
2. `da metrics show revenue/mrr` — read SQL and business rules
3. Use the canonical SQL from the metric definition, adapt to the question
4. Never invent metric calculations — always check existing definitions first
## Data Sync
- `da sync` — download current data from server
- `da sync --docs-only` — just metadata and metrics (fast refresh)
- `da sync --upload-only` — upload sessions and local notes to server
- Data on the server refreshes every {sync_interval}
## Corporate Memory
Rules injected by `da sync` from the server's corporate knowledge base live in `.claude/rules/km_*.md`. They are automatically loaded by Claude Code on every session start.
- `km_<id>.md` — mandatory rules (always enforced)
- `km_approved.md` — approved guidance (confidence × recency ranked)
Run `da sync` to refresh. Rules are pruned automatically when items are revoked.
## Directory Structure
- `data/` — read-only data downloaded from server
- `data/parquet/` — table data in Parquet format
- `data/duckdb/` — local analytics DuckDB database
- `data/metadata/` — profiles, schema, metrics cache
- `user/` — your workspace (persistent across syncs)
- `user/artifacts/` — analysis outputs, reports, charts
- `user/sessions/` — Claude Code session logs
- `.claude/CLAUDE.local.md` — your personal notes (never overwritten, uploaded on sync)