* fix(config): validate sync-branch at config time
Add sync-branch validation to validateYamlConfigValue() to reject
main/master at config time, preventing the validation bypass in GH#1166.
- Add case for sync-branch and sync.branch keys
- Inline validation logic to avoid import cycle (config <-> syncbranch)
- Add unit tests for rejection (main/master) and acceptance (valid names)
Part of: #1166
* fix(sync): add runtime guard for sync-branch == current-branch
Add dynamic runtime check before worktree operations to catch cases
where sync-branch matches the current branch. This provides defense
in depth for manual YAML edits, pre-fix configs, or non-main/master
branch names (trunk, develop, production, etc.).
- Check IsSyncBranchSameAsCurrent() after hasSyncBranchConfig is set
- Position check BEFORE worktree entry (CWD changes inside worktree)
- Add integration test TestSync_FailsWhenOnSyncBranch
Part of: #1166
* docs: note main/master restriction in sync-branch FAQ
Clarifies that git worktrees cannot checkout the same branch in
multiple locations, so main/master cannot be used as sync branch.
Centralizes repository context resolution via RepoContext API, fixing bugs where git commands run in the wrong repo when BEADS_DIR points elsewhere or in worktree scenarios.
Update all documentation to use the new subcommand syntax:
- `bd daemon --start` → `bd daemon start`
- `bd daemon --stop` → `bd daemon stop`
- `bd daemon --status` → `bd daemon status`
- `bd daemon --health` → `bd daemon status --all`
- `--global=false` → `--local`
The old flag syntax is deprecated but still works with warnings.
Closes: bd-734vd
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Add deprecation notice explaining:
- SQLite → Dolt migration removes custom table support
- External integrations should use standalone sync tools
- Point to jira-beads-sync as the model
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Remove standalone beads-merge binary section (no longer maintained)
- Update Jujutsu config to use `bd merge` instead of `beads-merge`
- Fix config path to standard `~/.config/jj/config.toml`
- Add note that tool only works for .beads/issues.jsonl
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Add Reset section to CLI_REFERENCE.md documenting bd admin reset
- Add troubleshooting section for "old data returns after reset"
- Clarify that --hard and --skip-init flags were never implemented
- Document workarounds for complete clean slate including remote data
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Add documentation for when `bd init` hangs on Windows due to Controlled
Folder Access blocking directory creation. Includes diagnosis steps and
solution to whitelist bd.exe.
Co-authored-by: Claude Opus 4.5 <noreply@anthropic.com>
Update documentation and scripts to reflect the plugin move from
root level to claude-plugin/ subdirectory:
- Fix command links in docs/DAEMON.md, docs/SYNC.md, examples/
- Update plugin.json path references in RELEASING.md, AGENT_INSTRUCTIONS.md
- Update scripts/bump-version.sh and scripts/check-versions.sh
- Update skill documentation paths in claude-plugin/skills/beads/
The marketplace.json correctly stays at .claude-plugin/ (root level)
while plugin.json moved to claude-plugin/.claude-plugin/.
Co-authored-by: Claude Opus 4.5 <noreply@anthropic.com>
- Insert git config user.name in fallback chain before final $USER default
- Consolidate duplicate actor resolution logic into single function
- Add BEADS_ACTOR as env var alias for MCP compatibility
- Add tests for actor resolution priority
- Update CONFIG.md with Actor Identity Resolution section
The new fallback order is:
--actor flag > BD_ACTOR > BEADS_ACTOR > git user.name > $USER > "unknown"
Co-authored-by: Ohffs <ohffsnotnow@gmail.com>
Co-authored-by: Claude Opus 4.5 <noreply@anthropic.com>
* fix(doctor): add .sync.lock and sync_base.jsonl to gitignore
Problem:
- .sync.lock and sync_base.jsonl were missing from GitignoreTemplate
- Files introduced in PR #918 (pull-first sync) appeared as untracked
Solution:
- Add patterns to GitignoreTemplate with explanatory comment
- Add patterns to requiredPatterns for bd doctor validation
Impact:
- Existing users get warning via bd doctor, fix via bd doctor --fix
- New repos get correct gitignore on bd init
Fixes: GH#974
* docs(sync): fix sync_base.jsonl tracking status and add tests
Problem:
- SYNC.md incorrectly documented sync_base.jsonl as "git-tracked"
- No tests validated sync state file gitignore patterns
Solution:
- Update Files Reference table: sync_base.jsonl is "not tracked, per-machine"
- Add TestGitignoreTemplate_ContainsSyncStateFiles
- Add TestRequiredPatterns_ContainsSyncStatePatterns
Relates to: GH#974
* feat(sync): implement pull-first synchronization strategy
- Add --pull-first flag and logic to sync command
- Introduce 3-way merge stub for issue synchronization
- Add concurrent edit tests for the pull-first flow
Ensures local changes are reconciled with remote updates before pushing to prevent data loss.
* feat(sync): implement 3-way merge and state tracking
- Implement 3-way merge algorithm for issue synchronization
- Add base state storage to track changes between syncs
- Add comprehensive tests for merge logic and persistence
Ensures data consistency and prevents data loss during concurrent
issue updates.
* feat(sync): implement field-level conflict merging
- Implement field-level merge logic for issue conflicts
- Add unit tests for field-level merge strategies
Reduces manual intervention by automatically resolving overlapping updates at the field level.
* refactor(sync): simplify sync flow by removing ZFC checks
The previous sync implementation relied on Zero-False-Convergence (ZFC)
staleness checks which are redundant following the transition to
structural 3-way merging. This legacy logic added complexity and
maintenance overhead without providing additional safety.
This commit introduces a streamlined sync pipeline:
- Remove ZFC staleness validation from primary sync flow
- Update safety documentation to reflect current merge strategy
- Eliminate deprecated unit tests associated with ZFC logic
These changes reduce codebase complexity while maintaining data
integrity through the robust structural 3-way merge implementation.
* feat(sync): default to pull-first sync workflow
- Set pull-first as the primary synchronization workflow
- Refactor core sync logic for better maintainability
- Update concurrent edit tests to validate 3-way merge logic
Reduces merge conflicts by ensuring local state is current before pushing changes.
* refactor(sync): clean up lint issues in merge code
- Remove unused error return from MergeIssues (never returned error)
- Use _ prefix for unused _base parameter in mergeFieldLevel
- Update callers to not expect error from MergeIssues
- Keep nolint:gosec for trusted internal file path
* test(sync): add mode compatibility and upgrade safety tests
Add tests addressing Steve's PR #918 review concerns:
- TestSyncBranchModeWithPullFirst: Verifies sync-branch config
storage and git branch creation work with pull-first
- TestExternalBeadsDirWithPullFirst: Verifies external BEADS_DIR
detection and pullFromExternalBeadsRepo
- TestUpgradeFromOldSync: Validates upgrade safety when
sync_base.jsonl doesn't exist (first sync after upgrade)
- TestMergeIssuesWithBaseState: Comprehensive 3-way merge cases
- TestLabelUnionMerge: Verifies labels use union (no data loss)
Key upgrade behavior validated:
- base=nil (no sync_base.jsonl) safely handles all cases
- Local-only issues kept (StrategyLocal)
- Remote-only issues kept (StrategyRemote)
- Overlapping issues merged (LWW scalars, union labels)
* fix(sync): report line numbers for malformed JSON
Problem:
- JSON decoding errors when loading sync base state lacked line numbers
- Difficult to identify location of syntax errors in large state files
Solution:
- Include line number reporting in JSON decoder errors during state loading
- Add regression tests for malformed sync base file scenarios
Impact:
- Users receive actionable feedback for corrupted state files
- Faster troubleshooting of manual configuration errors
* fix(sync): warn on large clock skew during sync
Problem:
- Unsynchronized clocks between systems could lead to silent merge errors
- No mechanism existed to alert users of significant timestamp drift
Solution:
- Implement clock skew detection during sync merge
- Log a warning when large timestamp differences are found
- Add comprehensive unit tests for skew reporting
Impact:
- Users are alerted to potential synchronization risks
- Easier debugging of time-related merge issues
* fix(sync): defer state update until remote push succeeds
Problem:
- Base state updated before confirming remote push completion
- Failed pushes resulted in inconsistent local state tracking
Solution:
- Defer base state update until after the remote push succeeds
Impact:
- Ensures local state accurately reflects remote repository status
- Prevents state desynchronization during network or push failures
* fix(sync): prevent concurrent sync operations
Problem:
- Multiple sync processes could run simultaneously
- Overlapping operations risk data corruption and race conditions
Solution:
- Implement file-based locking using gofrs/flock
- Add integration tests to verify locking behavior
Impact:
- Guarantees execution of a single sync process at a time
- Eliminates potential for data inconsistency during sync
* docs: document sync architecture and merge model
- Detail the 3-way merge model logic
- Describe the core synchronization architecture principles
* fix(lint): explicitly ignore lock.Unlock return value
errcheck linter flagged bare defer lock.Unlock() calls. Wrap in
anonymous function with explicit _ assignment to acknowledge
intentional ignore of unlock errors during cleanup.
* fix(lint): add sync_merge.go to G304 exclusions
The loadBaseState and saveBaseState functions use file paths derived
from trusted internal sources (beadsDir parameter from config). Add
to existing G304 exclusion list for safe JSONL file operations.
* feat(sync): integrate sync-branch into pull-first flow
When sync.branch is configured, doPullFirstSync now:
- Calls PullFromSyncBranch before merge
- Calls CommitToSyncBranch after export
This ensures sync-branch mode uses the correct branch for
pull/push operations.
* test(sync): add E2E tests for sync-branch and external BEADS_DIR
Adds comprehensive end-to-end tests:
- TestSyncBranchE2E: verifies pull→merge→commit flow with remote changes
- TestExternalBeadsDirE2E: verifies sync with separate beads repository
- TestExternalBeadsDirDetection: edge cases for repo detection
- TestCommitToExternalBeadsRepo: commit handling
* refactor(sync): remove unused rollbackJSONLFromGit
Function was defined but never called. Pull-first flow saves base
state after successful push, making this safety net unnecessary.
* test(sync): add export-only mode E2E test
Add TestExportOnlySync to cover --no-pull flag which was the only
untested sync mode. This completes full mode coverage:
- Normal (pull-first): sync_test.go, sync_merge_test.go
- Sync-branch: sync_modes_test.go:TestSyncBranchE2E (PR#918)
- External BEADS_DIR: sync_external_test.go (PR#918)
- From-main: sync_branch_priority_test.go
- Local-only: sync_local_only_test.go
- Export-only: sync_modes_test.go:TestExportOnlySync (this commit)
Refs: #911
* docs(sync): add sync modes reference section
Document all 6 sync modes with triggers, flows, and use cases.
Include mode selection decision tree and test coverage matrix.
Co-authored-by: Claude <noreply@anthropic.com>
* test(sync): upgrade sync-branch E2E tests to bare repo
- Replace mocked repository with real bare repo setup
- Implement multi-machine simulation in sync tests
- Refactor test logic to handle distributed states
Coverage: sync-branch end-to-end scenarios
* test(sync): add daemon sync-branch E2E tests
- Implement E2E tests for daemon sync-branch flow
- Add test cases for force-overwrite scenarios
Coverage: daemon sync-branch workflow in cmd/bd
* docs(sync): document sync-branch paths and E2E architecture
- Describe sync-branch CLI and Daemon execution flow
- Document the end-to-end test architecture
* build(nix): update vendorHash for gofrs/flock dependency
New dependency added for file-based sync locking changes the
Go module checksum.
---------
Co-authored-by: Claude <noreply@anthropic.com>
* feat(daemon): unify auto-sync config for simpler agent workflows
## Problem
Agents running `bd sync` at session end caused delays in the Claude Code
"event loop", slowing development. The daemon was already auto-exporting
DB→JSONL instantly, but auto-commit and auto-push weren't enabled by
default when sync-branch was configured - requiring manual `bd sync`.
Additionally, having three separate config options (auto-commit, auto-push,
auto-pull) was confusing and could get out of sync.
## Solution
Simplify to two intuitive sync modes:
1. **Read/Write Mode** (`daemon.auto-sync: true` or `BEADS_AUTO_SYNC=true`)
- Enables auto-commit + auto-push + auto-pull
- Full bidirectional sync - eliminates need for manual `bd sync`
- Default when sync-branch is configured
2. **Read-Only Mode** (`daemon.auto-pull: true` or `BEADS_AUTO_PULL=true`)
- Only receives updates from team
- Does NOT auto-publish changes
- Useful for experimental work or manual review before sharing
## Benefits
- **Faster agent workflows**: No more `bd sync` delays at session end
- **Simpler config**: Two modes instead of three separate toggles
- **Backward compatible**: Legacy auto_commit/auto_push settings still work
(treated as auto-sync=true)
- **Adaptive `bd prime`**: Session close protocol adapts when daemon is
auto-syncing (shows simplified 4-step git workflow, no `bd sync`)
- **Doctor warnings**: `bd doctor` warns about deprecated legacy config
## Changes
- cmd/bd/daemon.go: Add loadDaemonAutoSettings() with unified config logic
- cmd/bd/doctor.go: Add CheckLegacyDaemonConfig call
- cmd/bd/doctor/daemon.go: Add CheckDaemonAutoSync, CheckLegacyDaemonConfig
- cmd/bd/init_team.go: Use daemon.auto-sync in team wizard
- cmd/bd/prime.go: Detect daemon auto-sync, adapt session close protocol
- cmd/bd/prime_test.go: Add stubIsDaemonAutoSyncing for testing
* docs: add comprehensive daemon technical analysis
Add daemon-summary.md documenting the beads daemon architecture,
memory analysis (explaining the 30-35MB footprint), platform support
comparison, historical problems and fixes, and architectural guidance
for other projects implementing similar daemon patterns.
Key sections:
- Architecture deep dive with component diagrams
- Memory breakdown (SQLite WASM runtime is the main contributor)
- Platform support matrix (macOS/Linux full, Windows partial)
- Historical bugs and their fixes with reusable patterns
- Analysis of daemon usefulness without database (verdict: low value)
- Expert-reviewed improvement proposals (3 recommended, 3 skipped)
- Technical design patterns for other implementations
* feat: add cross-platform CI matrix and dual-mode test framework
Cross-Platform CI:
- Add Windows, macOS, Linux matrix to catch platform-specific bugs
- Linux: full tests with race detector and coverage
- macOS: full tests with race detector
- Windows: full tests without race detector (performance)
- Catches bugs like GH#880 (macOS path casing) and GH#387 (Windows daemon)
Dual-Mode Test Framework (cmd/bd/dual_mode_test.go):
- Runs tests in both direct mode and daemon mode
- Prevents recurring bug pattern (GH#719, GH#751, bd-fu83)
- Provides DualModeTestEnv with helper methods for common operations
- Includes 5 example tests demonstrating the pattern
Documentation:
- Add dual-mode testing section to CONTRIBUTING.md
- Document RunDualModeTest API and available helpers
Test Fixes:
- Fix sync_local_only_test.go gitPull/gitPush calls
- Add gate_no_daemon_test.go for beads-70c4 investigation
* fix(test): isolate TestFindBeadsDir tests with BEADS_DIR env var
The tests were finding the real project's .beads directory instead of
the temp directory because FindBeadsDir() walks up the directory tree.
Using BEADS_DIR env var provides proper test isolation.
* fix(test): stop daemon before running test suite guard
The test suite guard checks that tests don't modify the real repo's .beads
directory. However, a background daemon running auto-sync would touch
issues.jsonl during test execution, causing false positives.
Changes:
- Set BEADS_NO_DAEMON=1 to prevent daemon auto-start from tests
- Stop any running daemon for the repo before taking the "before" snapshot
- Uses exec to call `bd daemon --stop` to avoid import cycle issues
* chore: revert .beads/issues.jsonl to upstream/main
Per CONTRIBUTING.md, .beads/issues.jsonl should not be modified in PRs.
Replace tool-specific setup commands with a generic recipe-based system.
New tools become config entries, not code changes.
Changes:
- Add internal/recipes/ package with Recipe type and built-in recipes
- Add --list flag to show available recipes
- Add --print flag to output template to stdout
- Add -o flag to write template to arbitrary path
- Add --add flag to save custom recipes to .beads/recipes.toml
- Add built-in recipes: windsurf, cody, kilocode (new)
- Legacy recipes (cursor, claude, gemini, aider, factory) continue to work
The recipe system enables:
- Adding new tool support without code changes
- User-defined recipes in .beads/recipes.toml
- Shared template across all file-based integrations
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Executed-By: beads/crew/dave
Rig: beads
Role: crew
Add support for Gemini CLI hook-based integration, similar to Claude Code:
- bd setup gemini: Install SessionStart/PreCompress hooks
- bd setup gemini --check: Verify installation
- bd setup gemini --remove: Remove hooks
- bd setup gemini --project: Project-only installation
- bd setup gemini --stealth: Use bd prime --stealth
Also adds Gemini CLI integration check to bd doctor.
Gemini CLI's hook system is nearly identical to Claude Code's,
making this a clean, low-maintenance addition.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Add .beads/config.yaml support for template validation settings:
- validation.on-create: warn|error|none (default: none)
- validation.on-sync: warn|error|none (default: none)
When set to "warn", issues missing required sections (based on type) show
warnings but operations proceed. When set to "error", operations fail.
Implementation:
- Add validation keys to YamlOnlyKeys in yaml_config.go
- Add defaults in config.go
- Wire up bd create to check validation.on-create config
- Wire up bd sync to run validation before export
- Add tests for config loading
- Update CONFIG.md documentation
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Addresses the self-hosting recursion problem where contributors using
beads-the-tool on beads-the-project leak personal issues into PRs.
Design recommends auto-routing (Approach 4):
- Detect user role via git remote URL (SSH=maintainer, HTTPS=contributor)
- Route contributor issues to ~/.beads-planning automatically
- Zero-friction default with explicit override available
Key finding: bd-6x6g needs implementation - routing is calculated but
not actually used to switch target repo in bd create.
Enables bd-lfak (PR preflight checks) to implement pollution detection.
(bd-umbf)
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Add comprehensive JSONL Issue Schema section to docs/ARCHITECTURE.md
documenting all exported fields including close_reason
- Add TestCloseReasonRoundTrip test in export_import_test.go to verify
close_reason is preserved through JSONL export/import cycle
Closes: bd-lxzx
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Implements convenience commands for the labels-as-state pattern:
- `bd state <id> <dimension>` - Query current state value from labels
- `bd state list <id>` - List all state dimensions on an issue
- `bd set-state <id> <dimension>=<value> --reason "..."` - Atomically:
1. Create event bead (source of truth)
2. Remove old dimension label
3. Add new dimension:value label (cache)
Common dimensions: patrol, mode, health, status
Convention: <dimension>:<value> (e.g., patrol:active, mode:degraded)
Updated docs/CLI_REFERENCE.md with new State section.
Updated docs/LABELS.md to reflect implemented helpers.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Adds comprehensive documentation for using labels as a state cache:
- Convention: <dimension>:<value> (e.g., patrol:muted)
- Pattern: Create event bead (history) + update labels (cache)
- Common dimensions table (patrol, mode, status, health, lock)
- State transition examples with audit trail
- Querying and best practices
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Documents the convention for using labels as cached operational state
on role beads: <dimension>:<value> format (e.g., patrol:muted, mode:degraded).
Pattern: create event bead (source of truth) then update role bead labels
(fast lookup cache). Includes best practices, common dimensions, and
notes future helper commands (bd state, bd set-state).
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Clarifies the relationship between bd CLI, Claude Code Plugin,
and MCP server. Most users only need the CLI.
Closes#782🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Clarifies trade-offs between Homebrew, npm, script, go install,
and source builds. Homebrew is recommended as the default.
Closes#779🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Perles is built using Go not Node.js this got mixed up in the recent
migration to the community tools page. Also slights changes to the tools
description.
- Create docs/COMMUNITY_TOOLS.md with curated list of community-built tools ranked by activity
- Include tools from README.md and GitHub discussion #276
- Organize into categories: Terminal UIs, Web UIs, Editor Extensions, Native Apps, Historical
- Update README.md to reference the new dedicated page
Documents the .beads/redirect feature for sharing databases across
multiple clones, and the new `bd where` command for debugging.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Changed from "preserved for reference" to "suppresses resurrections"
which better reflects the actual purpose.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Document all 7 issue statuses:
- open, in_progress, blocked, deferred, closed, tombstone, pinned
The pinned status was previously undocumented but is used by Gas Town
for hook management and persistent work items.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
docs: fix README and PLUGIN.md documentation issues
- Clarify that bd ready shows issues ready to work on (#512)
- Update git hooks install command from deprecated script to bd hooks install (#513)
- Fix Claude Code plugin local install: use ./beads not ., clarify shell vs CC commands (#514)
Fixes#512, #513, #514
Update docs to reflect CLI command restructuring:
- migrate-tombstones → migrate tombstones
- bd quickstart is now hidden, point to docs/QUICKSTART.md
- Add CLI consolidation section to CHANGELOG.md
- Remove quickstart from command tables
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Move cleanup, compact, and reset commands under `bd admin` namespace.
Creates hidden aliases for backwards compatibility that show deprecation
notice when used.
- Create cmd/bd/admin.go with parent command
- Create cmd/bd/admin_aliases.go for hidden backwards-compat aliases
- Update cleanup.go, compact.go, reset.go to remove rootCmd.AddCommand
- Update all documentation to use `bd admin <cmd>` syntax
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Analysis found these commands are dead code:
- gt never calls `bd pin` - uses `bd update --status=pinned` instead
- Beads.Pin() wrapper exists but is never called
- bd hook functionality duplicated by gt mol status
- Code comment says "pinned field is cosmetic for bd hook visibility"
Removed:
- cmd/bd/pin.go
- cmd/bd/unpin.go
- cmd/bd/hook.go
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
