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Peter Chanthamynavong 31239495f1 fix(routing): complete bd init --contributor routing (bd-6x6g) (#1088)
Implements the missing contributor routing logic so bd init --contributor actually works. Contributors' issues automatically route to ~/.beads-planning/ while maintainers' issues stay local.
2026-01-14 20:50:56 -08:00

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# OSS Contributor Workflow Example
This example demonstrates how to use beads' contributor workflow to keep your planning issues separate from upstream PRs when contributing to open-source projects.
## Problem
When contributing to OSS projects, you want to:
- Track your planning, todos, and design notes
- Keep experimental work organized
- **NOT** pollute upstream PRs with your personal planning issues
## Solution
Use `bd init --contributor` to set up a separate planning repository that never gets committed to the upstream project.
## Setup
### Step 1: Fork and Clone
```bash
# Fork the project on GitHub, then clone your fork
git clone https://github.com/YOUR_USERNAME/project.git
cd project
# Add upstream remote (important for fork detection!)
git remote add upstream https://github.com/ORIGINAL_OWNER/project.git
```
### Step 2: Initialize Beads with Contributor Wizard
```bash
# Run the contributor setup wizard
bd init --contributor
```
The wizard will:
1. ✅ Detect that you're in a fork (checks for 'upstream' remote)
2. ✅ Prompt you to create a planning repo (`~/.beads-planning` by default)
3. ✅ Configure auto-routing so your planning stays separate
4. ✅ Initialize the planning repo with git
### Step 3: Start Working
```bash
# Create a planning issue
bd create "Plan how to fix bug X" -p 2
# This issue goes to ~/.beads-planning automatically!
```
## How It Works
### Auto-Routing
When you create issues as a contributor:
```bash
bd create "Fix authentication bug" -p 1
```
Beads automatically routes this to your planning repo (`~/.beads-planning/.beads/issues.jsonl`), not the current repo.
### Viewing Issues
```bash
# See all issues (from both repos)
bd list
# See only current repo issues
bd list --source-repo .
# See only planning issues
bd list --source-repo ~/.beads-planning
```
### Discovered Work
When you discover work while implementing:
```bash
# The new issue inherits source_repo from parent
bd create "Found edge case in auth" -p 1 --deps discovered-from:bd-42
```
### Committing Code (Not Planning)
Your code changes get committed to the fork, but planning issues stay separate:
```bash
# Only commits to fork (not planning repo)
git add src/auth.go
git commit -m "Fix: authentication bug"
git push origin my-feature-branch
```
Your planning issues in `~/.beads-planning` **never appear in PRs**.
## Example Workflow
```bash
# 1. Create fork and clone
git clone https://github.com/you/upstream-project.git
cd upstream-project
git remote add upstream https://github.com/upstream/upstream-project.git
# 2. Run contributor setup
bd init --contributor
# Wizard detects fork ✓
# Creates ~/.beads-planning ✓
# Configures auto-routing ✓
# 3. Plan your work (routes to planning repo)
bd create "Research how auth module works" -p 2
bd create "Design fix for bug #123" -p 1
bd ready # Shows planning issues
# 4. Implement (commit code only)
git checkout -b fix-auth-bug
# ... make changes ...
git add . && git commit -m "Fix: auth bug"
# 5. Track discovered work (stays in planning repo)
bd create "Found related issue in logout" -p 2 --deps discovered-from:bd-abc
# 6. Push code (planning never included)
git push origin fix-auth-bug
# Create PR on GitHub - zero planning pollution!
# 7. Clean up after PR merges
bd close bd-abc --reason "PR merged"
```
## Configuration
The wizard configures these settings in `.beads/beads.db`:
```yaml
routing:
mode: auto
contributor: ~/.beads-planning
maintainer: .
```
### Manual Configuration
If you prefer manual setup:
```bash
# Initialize beads normally
bd init
# Configure routing
bd config set routing.mode auto
bd config set routing.contributor ~/.beads-planning
bd config set routing.maintainer .
```
### Legacy Configuration (Deprecated)
Older versions used `contributor.*` keys. These still work for backward compatibility:
```bash
# Old keys (deprecated but functional)
bd config set contributor.planning_repo ~/.beads-planning
bd config set contributor.auto_route true
# New keys (preferred)
bd config set routing.mode auto
bd config set routing.contributor ~/.beads-planning
```
## Multi-Repository View
Beads aggregates issues from multiple repos:
```bash
# List issues from all configured repos
bd list
# Filter by source repository
bd list --source-repo . # Current repo only
bd list --source-repo ~/.beads-planning # Planning repo only
```
## Benefits
**Clean PRs** - No personal todos in upstream contributions
**Private planning** - Experimental work stays local
**Git ledger** - Everything is version controlled
**Unified view** - See all issues with `bd list`
**Auto-routing** - No manual sorting needed
## Common Questions
### Q: What if I want some issues in the upstream repo?
A: Override auto-routing with `--repo` flag:
```bash
bd create "Document new API" -p 2 --repo .
```
### Q: Can I change the planning repo location?
A: Yes, configure it:
```bash
bd config set routing.contributor /path/to/my-planning
```
### Q: What if I have push access to upstream?
A: The wizard will ask if you want a planning repo anyway. You can say "no" to store everything in the current repo.
### Q: How do I disable auto-routing?
A: Change routing mode to explicit:
```bash
bd config set routing.mode explicit
bd config set routing.default . # Default to current repo
```
## See Also
- [Multi-Repo Migration Guide](../../docs/MULTI_REPO_MIGRATION.md)
- [Team Workflow Example](../team-workflow/)
- [Protected Branch Setup](../protected-branch/)