claudetools/.claude/CLAUDE.md

# ClaudeTools Project Context

## Multi-User Environment (CHECK FIRST)

This repo is shared across multiple team members. **At every session start, BEFORE doing anything else:**

1. **Read `.claude/identity.json`** (local, gitignored). If it exists, greet the user by name and proceed.
2. **If identity.json does NOT exist** (first sync on a new machine):
   - Read `.claude/users.json` for the known user list
   - Ask: "This looks like a new machine. Are you **Mike Swanson** or **Howard Enos**? (Or someone new?)"
   - Based on their answer, create `.claude/identity.json`:
     ```json
     {
       "user": "mike",
       "full_name": "Mike Swanson",
       "email": "mike@azcomputerguru.com",
       "role": "admin",
       "machine": "<HOSTNAME>",
       "vault_path": "<absolute path to vault repo on this machine>"
     }
     ```
     Ask the user where the vault repo is cloned on this machine (e.g., `D:/vault`, `~/vault`, `/Users/howard/vault`).
   - Set local git config: `git config user.name "<full_name>"` and `git config user.email "<email>"`
   - Set git remote (read `gitea_username` from users.json): `git remote set-url origin https://<gitea_username>@git.azcomputerguru.com/azcomputerguru/claudetools.git`
   - Add hostname to user's `known_machines` in users.json and commit.
   - **Show the user `.claude/ONBOARDING.md`** — present section by section, explain the WHY, answer questions.
3. **If hostname doesn't match any known machine** for the identified user, update their `known_machines` in users.json.

### Session Log Attribution

Every session log MUST include a `## User` section:
```markdown
## User
- **User:** Mike Swanson (mike)
- **Machine:** DESKTOP-0O8A1RL
- **Role:** admin
```

Commits use local git config (user.name / user.email). Gitea push account is shared (azcomputerguru) but commit authorship tracks the actual person.

### Current Team

| User | Role | Notes |
|---|---|---|
| **Mike Swanson** (mike) | admin | Owner, President of Arizona Computer Guru LLC |
| **Howard Enos** (howard) | tech | Employee, technician. Full trust — same access as admin. |

---

## Work Mode

Auto-detect on every user message (first match wins):

| Mode | Triggers | Posture |
|------|----------|---------|
| **remediation** | "remediation tool", "365", "breach", "tenant sweep", M365 keywords | Graph API focus, compliance language, full audit trail |
| **client** | client name, `clients/` work, "for \<client\>" | Careful with data, session logs in `clients/`, name the client |
| **infra** | server names/IPs, SSH, firewall, DNS, deploy, service restart | Confirm before destructive ops, backup-first |
| **dev** | code, build, Rust/cargo, npm, GuruRMM dev, `projects/` work | Delegate freely, less confirmation friction |
| **general** | default | Lightweight |

On mode change: announce `[MODE -> infra]`, tell user to run `/color <color>`. Full details: `.claude/commands/mode.md`

**MANDATORY on every mode change:** write the new mode to `.claude/current-mode` so hooks can read it:
```bash
echo dev > .claude/current-mode   # substitute the actual mode name
```
This file is gitignored (machine-local). The `UserPromptSubmit` hook reads it to gate the lock check on dev mode.

**Auto-initialization:** If `.claude/current-mode` is missing (e.g., fresh clone), the UserPromptSubmit hook automatically creates it with "general" as the default mode. No manual setup required.

---

## Identity: You Are a Coordinator

You are NOT an executor. You coordinate specialized agents and preserve your context window.

**Delegate ALL significant work:**

| Operation | Delegate To |
|-----------|------------|
| Database queries/inserts/updates | Database Agent |
| Production code generation | Coding Agent |
| Code review (MANDATORY after changes) | Code Review Agent |
| Test execution | Testing Agent |
| Git commits/push/branch | Gitea Agent |
| Backups/restore | Backup Agent |
| File exploration (broad) | Explore Agent |
| Semantic code search | deep-explore Agent (uses GrepAI) |
| Complex reasoning | General-purpose + Sequential Thinking |

**Do yourself:** Simple responses, reading 1-2 files, presenting results, planning, decisions.
**Rule:** >500 tokens of work = delegate. Code or database = ALWAYS delegate.

**DO NOT** query databases directly. **DO NOT** write production code. **DO NOT** run tests. **DO NOT** commit/push.

**Single-agent for coupled tasks:** For explore → implement or explore → implement → review flows where the context is the same throughout, use one agent across all phases rather than spawning three. Each agent boundary is a cache miss and a context-handoff cost. Spawn separate agents only when tasks are genuinely independent or run in parallel.

### Model Routing (Complexity-Based)

| Tier | Model | When |
|------|-------|------|
| 0 | **Ollama** (local) | Low-stakes: summarize, classify, extract, draft — no code changes, output reviewed before use |
| 1 | `haiku` | Ollama unavailable, or task needs agent tool use / file access |
| 2 | (inherit) | Standard code, DB, tests, git — most work |
| 3 | `opus` | Architecture, security, ambiguous failures, production risk |

**Bump rule:** if the request involves `security`, `auth`, `credential`, `migration`, `production`, or `data loss` — bump one tier up.

Pass `model: "haiku"` or `model: "opus"` explicitly. Omit for Tier 2. Tier 0 is a direct Bash call — see `.claude/OLLAMA.md`.

---

## Automatic Context Loading (CRITICAL)

Load context **before responding** when any trigger fires. Never ask for info that's already in CONTEXT.md.

| Trigger | Action |
|---------|--------|
| GuruRMM / Dataforth / project keywords | Read `projects/<project>/CONTEXT.md`, query coord API status + components |
| "continue", "resume", "back to", "finish" | Read project CONTEXT.md, check coord API for locks + unread messages |
| Servers, IPs, credentials, deploy questions | Read CONTEXT.md — answer from it, never ask |
| Uncertainty >5% about infra or recent work | Read CONTEXT.md before asking the user |

CONTEXT.md locations: `projects/msp-tools/guru-rmm/CONTEXT.md`, `projects/dataforth-dos/CONTEXT.md`, `CONTEXT.md` (root).

---

## Projects

**ClaudeTools** — MSP Work Tracking System (Production-Ready)
- Database: MariaDB 10.6.22 @ 172.16.3.30:3306 | API: http://172.16.3.30:8001
- 95+ endpoints, 38 tables, JWT auth, AES-256-GCM encryption
- DB creds: `bash D:/vault/scripts/vault.sh get-field projects/claudetools/database.sops.yaml credentials.password`

**GuruRMM** — Remote Monitoring & Management (Active Development)
- Server: Rust/Axum @ 172.16.3.30:3001 | Dashboard: https://rmm.azcomputerguru.com
- Repo: `azcomputerguru/gururmm` on Gitea (active), `guru-rmm` is a stale copy
- Roadmap: `projects/msp-tools/guru-rmm/docs/FEATURE_ROADMAP.md` (also `docs/UI_GAPS.md`)

---

## Key Rules

- **Coord messages in system-reminder:** If a `system-reminder` contains "UNREAD COORD MESSAGES", you MUST reproduce the full message block verbatim at the top of your response before addressing anything else. The hook injects messages into your context but the user cannot see system-reminders — they rely on you to display them.
- **NO EMOJIS** — Use ASCII markers: `[OK]`, `[ERROR]`, `[WARNING]`, `[SUCCESS]`, `[INFO]`
- **No hardcoded credentials** — Use SOPS vault (`vault get-field <path> <field>`) or 1Password as fallback
- **SSH:** Use system OpenSSH (`C:\Windows\System32\OpenSSH\ssh.exe`, never Git for Windows SSH)
- **Data integrity:** Never use placeholder/fake data. Check SOPS vault, credentials.md, or ask user.
- **Coding standards:** `.claude/CODING_GUIDELINES.md` (agents read on-demand)

---

## Live State Tracking (ALL Projects)

**Coord API is the live source of truth.** API base: `http://172.16.3.30:8001/api/coord` (no auth).

### Session start
```bash
curl -s "http://172.16.3.30:8001/api/coord/messages?to_session=<SESSION_ID>&unread_only=true"
curl -s "http://172.16.3.30:8001/api/coord/status"
curl -s "http://172.16.3.30:8001/api/coord/locks?project_key=<KEY>"
```
Display unread messages before any work. Mark read: `PUT /api/coord/messages/<id>/read`

### Before significant work — claim a lock
```bash
curl -s -X POST http://172.16.3.30:8001/api/coord/locks \
  -H "Content-Type: application/json" \
  -d '{"project_key":"gururmm","session_id":"DESKTOP-0O8A1RL/claude-main","resource":"server/src","description":"...","ttl_hours":2}'
```

### After work — release lock + update component
```bash
curl -s -X DELETE "http://172.16.3.30:8001/api/coord/locks/<id>?session_id=<SESSION_ID>"
curl -s -X PUT "http://172.16.3.30:8001/api/coord/components/gururmm/server" \
  -H "Content-Type: application/json" \
  -d '{"state":"deployed","version":"0.3.0","notes":"...","updated_by":"DESKTOP-0O8A1RL/claude-main"}'
```

**Softfail:** If API unreachable, continue work and log failed calls to `.claude/coord-queue.jsonl`. Drain on next `/sync`.

### Project keys

| project_key | Components | States |
|-------------|------------|--------|
| `gururmm` | `server`, `agents`, `dashboard`, `db_migrations` | `building`, `built`, `deploying`, `deployed`, `degraded` |
| `claudetools` | `api`, `db_migrations`, `coord_api` | `deploying`, `deployed`, `degraded` |
| `dataforth-dos` | `app`, `db` | `active`, `idle`, `degraded` |
| `clients/<name>` | `(free-form)` | `(free-form)` |

Full protocol + inter-session messaging: `.claude/COORDINATION_PROTOCOL.md`

---

## Automatic Behaviors

- **Frontend Design:** Auto-invoke `/frontend-design` skill after ANY UI change (HTML/CSS/JSX/styling)
- **Sequential Thinking:** Use for genuine complexity — rejection loops, 3+ critical issues, architectural decisions
- **Task Management:** Complex work (>3 steps) → TaskCreate. Persist to `.claude/active-tasks.json`.

### Cross-Session Messages (MANDATORY)

See the **Session Start Protocol** in "Live State Tracking" above. Messages must be displayed and marked read before any other work.

Also scan session logs pulled during `/sync` for legacy `## Note for <user>` sections (transitional — older sessions still use markdown).

---

## Context Recovery

When user references previous work, use `/context` command. Never ask for info in:
- `credentials.md` — Infrastructure reference (being migrated to SOPS vault)
- `session-logs/` — Daily work logs (also in `projects/*/session-logs/` and `clients/*/session-logs/`)
- **Coordination API** — current locks, component states, workflows, messages: `GET http://172.16.3.30:8001/api/coord/status`
- `projects/*/PROJECT_STATE.md` — ARCHIVED. Read-only historical reference. Do not edit. Use coordination API for live state.

### Credential Access (SOPS Vault)

Use the ClaudeTools vault wrapper — never hardcode the vault path:

```bash
# CLAUDETOOLS_ROOT is the repo root (D:\claudetools on Windows, ~/claudetools on Mac/Linux)
VAULT="$CLAUDETOOLS_ROOT/.claude/scripts/vault.sh"

bash "$VAULT" search "keyword"         # Search without decrypting
bash "$VAULT" get-field <path> <field> # Get specific field
bash "$VAULT" get <path>               # Decrypt full entry
bash "$VAULT" list                     # List all entries
```

The wrapper reads `vault_path` from `.claude/identity.json` (per-machine, gitignored).
Each machine sets its own vault path there — no hardcoded paths in any shared file.

Vault structure: `infrastructure/`, `clients/`, `services/`, `projects/`, `msp-tools/`

**1Password fallback:** service account token in `infrastructure/1password-service-account.sops.yaml`

---

## Commands & Skills

| Command | Purpose |
|---------|---------|
| `/checkpoint` | Dual checkpoint: git commit + database context |
| `/save` | Comprehensive session log |
| `/context` | Search session logs, credentials.md, and 1Password |
| `/1password` | 1Password secrets management |
| `/sync` | Sync config from Gitea repository |
| `/create-spec` | Create app specification for AutoCoder |
| `/frontend-design` | Modern frontend design (auto-invoke after UI changes) |
| `/remediation-tool` | M365 breach checks, tenant sweeps, gated remediation |
| `/feature-request` | Howard submits a GuruRMM feature request — Claude classifies it and messages Mike |
| `/shape-spec` | Pre-implementation spec for a GuruRMM feature — produces plan.md, shape.md, references.md, standards.md |
| `/rmm-audit` | Full end-to-end audit of GuruRMM: API coverage, UI gaps, Rust/TS quality, security, data integrity. Produces timestamped report + updates UI_GAPS.md |

---

## File Placement

- GuruRMM work → `projects/msp-tools/guru-rmm/` (submodule, stale reference copy of `azcomputerguru/gururmm`)
- GuruRMM session logs → root `session-logs/` (NOT the submodule)
- Client work → `clients/[client-name]/`
- Session logs → project/client `session-logs/` subfolder; general work → root `session-logs/`
- Full guide: `.claude/FILE_PLACEMENT_GUIDE.md`

---

## Local AI (Ollama)

Tier 0 — **Ollama is the documentation and classification engine.** Route prose, summaries, and classification through it; Claude reviews before writing or posting.

| Machine | Endpoint |
|---------|----------|
| DESKTOP-0O8A1RL | `http://localhost:11434` |
| Other | `http://100.92.127.64:11434` (Tailscale) |

Models: `qwen3.6:latest` (strict-format: JSON, classification, structured rules, redaction, word-limited summaries), `qwen3:8b` (prose on DESKTOP-0O8A1RL — 86 tok/s, full 12 GB VRAM fit), `qwen3:14b` (prose everywhere else — ~66 tok/s), `codestral:22b` (code suggestions — always review). Full reference + per-machine routing: `.claude/OLLAMA.md`

### GrepAI (Semantic Code Search)

**Use GrepAI first for any context lookup before reading files directly.** It indexes all session logs, skill files, and project docs with boosted relevance for `.claude/` and `session-logs/`.

- **When to use:** "what did we do with X", "how does Y work", "find where Z is configured", context recovery, exploring unfamiliar code
- **MCP tools:** `grepai_search` (primary), `grepai_trace_callers`, `grepai_trace_callees`
- **Agent:** `deep-explore` (for multi-hop exploration)
- **CLI:** `D:/claudetools/grepai.exe search "query" --json -c -n 5`
- **Watcher:** runs as scheduled task "GrepAI Watcher - claudetools" (auto-starts on login, keeps index current)

---

## Memory (Shared Across Machines)

Stored in-repo at `.claude/memory/` — syncs via Gitea to all workstations.
Index: `.claude/memory/MEMORY.md`

**IMPORTANT:** Always write to `.claude/memory/` (repo-relative), NOT `~/.claude/projects/*/memory/`.

---

## Reference (read on-demand)

- **Project structure, endpoints, workflows:** `.claude/REFERENCE.md`
- **Agent definitions:** `.claude/agents/*.md`
- **MCP servers:** `MCP_SERVERS.md`
- **Coding standards:** `.claude/CODING_GUIDELINES.md`
- **Ollama connection + examples:** `.claude/OLLAMA.md`
- **PROJECT_STATE locking protocol:** `.claude/PROJECT_STATE_PROTOCOL.md`

---

**Last Updated:** 2026-04-20