Files
beads/examples/claude-code-skill/SKILL.md
spm1001 69e8fb1f6d Update Claude Code skill with compaction survival, enhanced TodoWrite integration, and CLI docs (#85)
Thanks for accepting the original contribution! I've made some updates based on
real-world usage.

Some of the examples in the original were a bit idiosyncratic to my own work,
so I've generalized them to use universal programming scenarios (authentication,
database migrations, API design) that should be more relatable to any developer.

I've also added some broader improvements to the skill. Apologies for not doing
these as two separate pull requests - I hope bundling them together is OK.

These improvements came largely from asking Claude to reflect on what was useful
and difficult about using the skill - in particular, Claude felt that the
post-compaction scenario was a powerful one because normally a context compaction
causes severe loss of state.

Main changes:
- Add comprehensive compaction survival guide with note-taking patterns
- Replace basic TodoWrite integration with temporal layering pattern
- Add bd export/import documentation with collision resolution
- Clarify when to ask before creating issues vs creating directly
- Add database discovery rules for multi-DB scenarios
2025-10-19 09:33:24 -07:00

512 lines
16 KiB
Markdown

---
name: bd-issue-tracking
description: Track complex, multi-session work with dependency graphs using bd (beads) issue tracker. Use when work spans multiple sessions, has complex dependencies, or requires persistent context across compaction cycles. For simple single-session linear tasks, TodoWrite remains appropriate.
---
# bd Issue Tracking
## Overview
bd is a graph-based issue tracker for persistent memory across sessions. Use for multi-session work with complex dependencies; use TodoWrite for simple single-session tasks.
## When to Use bd vs TodoWrite
### Use bd when:
- **Multi-session work** - Tasks spanning multiple compaction cycles or days
- **Complex dependencies** - Work with blockers, prerequisites, or hierarchical structure
- **Knowledge work** - Strategic documents, research, or tasks with fuzzy boundaries
- **Side quests** - Exploratory work that might pause the main task
- **Project memory** - Need to resume work after weeks away with full context
### Use TodoWrite when:
- **Single-session tasks** - Work that completes within current session
- **Linear execution** - Straightforward step-by-step tasks with no branching
- **Immediate context** - All information already in conversation
- **Simple tracking** - Just need a checklist to show progress
**Key insight**: If resuming work after 2 weeks would be difficult without bd, use bd. If the work can be picked up from a markdown skim, TodoWrite is sufficient.
**For detailed decision criteria and examples, read:** [references/BOUNDARIES.md](references/BOUNDARIES.md)
## Surviving Compaction Events
**Critical**: Compaction events delete conversation history but preserve beads. After compaction, bd state is your only persistent memory.
**What survives compaction:**
- All bead data (issues, notes, dependencies, status)
- Complete work history and context
**What doesn't survive:**
- Conversation history
- TodoWrite lists
- Recent discussion context
**Writing notes for post-compaction recovery:**
Write notes as if explaining to a future agent with zero conversation context:
**Pattern:**
```markdown
notes field format:
- COMPLETED: Specific deliverables ("implemented JWT refresh endpoint + rate limiting")
- IN PROGRESS: Current state + next immediate step ("testing password reset flow, need user input on email template")
- BLOCKERS: What's preventing progress
- KEY DECISIONS: Important context or user guidance
```
**After compaction:** `bd show <issue-id>` reconstructs full context from notes field.
**For complete compaction recovery workflow, read:** [references/WORKFLOWS.md](references/WORKFLOWS.md#compaction-survival)
## Session Start Protocol
**bd is available when:**
- Project has a `.beads/` directory (project-local database), OR
- `~/.beads/` exists (global fallback database for any directory)
**At session start, always check for bd availability and run ready check:**
1. **Always check ready work automatically** at session start
2. **Report status** to establish shared context
### Quick Start Pattern
```bash
# At session start, run:
bd ready --json
# Report to user:
"I can see X items ready to work on: [brief summary]"
# If using global ~/.beads, note this in report
```
This gives immediate shared context about available work without requiring user prompting.
**Note**: bd auto-discovers the database:
- Uses `.beads/*.db` in current project if exists
- Falls back to `~/.beads/default.db` otherwise
- No configuration needed
### When No Work is Ready
If `bd ready` returns empty but issues exist:
```bash
bd blocked --json
```
Report blockers and suggest next steps.
### Database Selection
bd automatically selects the appropriate database:
- **Project-local** (`.beads/` in project): Used for project-specific work
- **Global fallback** (`~/.beads/`): Used when no project-local database exists
**Use case for global database**: Cross-project tracking, personal task management, knowledge work that doesn't belong to a specific project.
**When to use --db flag explicitly:**
- Accessing a specific database outside current directory
- Working with multiple databases (e.g., project database + reference database)
- Example: `bd --db /path/to/reference/terms.db list`
**Database discovery rules:**
- bd looks for `.beads/*.db` in current working directory
- If not found, uses `~/.beads/default.db`
- Shell cwd can reset between commands - use absolute paths with --db when operating on non-local databases
**For complete session start workflows, read:** [references/WORKFLOWS.md](references/WORKFLOWS.md#session-start)
## Core Operations
All bd commands support `--json` flag for structured output when needed for programmatic parsing.
### Essential Operations
**Check ready work:**
```bash
bd ready
bd ready --json # For structured output
bd ready --priority 0 # Filter by priority
bd ready --assignee alice # Filter by assignee
```
**Create new issue:**
```bash
bd create "Fix login bug"
bd create "Add OAuth" -p 0 -t feature
bd create "Write tests" -d "Unit tests for auth module" --assignee alice
bd create "Research caching" --design "Evaluate Redis vs Memcached"
```
**Update issue status:**
```bash
bd update issue-123 --status in_progress
bd update issue-123 --priority 0
bd update issue-123 --assignee bob
bd update issue-123 --design "Decided to use Redis for persistence support"
```
**Close completed work:**
```bash
bd close issue-123
bd close issue-123 --reason "Implemented in PR #42"
bd close issue-1 issue-2 issue-3 --reason "Bulk close related work"
```
**Show issue details:**
```bash
bd show issue-123
bd show issue-123 --json
```
**List issues:**
```bash
bd list
bd list --status open
bd list --priority 0
bd list --type bug
bd list --assignee alice
```
**For complete CLI reference with all flags and examples, read:** [references/CLI_REFERENCE.md](references/CLI_REFERENCE.md)
## Issue Lifecycle Workflow
### 1. Discovery Phase (Proactive Issue Creation)
**During exploration or implementation, proactively file issues for:**
- Bugs or problems discovered
- Potential improvements noticed
- Follow-up work identified
- Technical debt encountered
- Questions requiring research
**Pattern:**
```bash
# When encountering new work during a task:
bd create "Found: auth doesn't handle profile permissions"
bd dep add current-task-id new-issue-id --type discovered-from
# Continue with original task - issue persists for later
```
**Key benefit**: Capture context immediately instead of losing it when conversation ends.
### 2. Execution Phase (Status Maintenance)
**Mark issues in_progress when starting work:**
```bash
bd update issue-123 --status in_progress
```
**Update throughout work:**
```bash
# Add design notes as implementation progresses
bd update issue-123 --design "Using JWT with RS256 algorithm"
# Update acceptance criteria if requirements clarify
bd update issue-123 --acceptance "- JWT validation works\n- Tests pass\n- Error handling returns 401"
```
**Close when complete:**
```bash
bd close issue-123 --reason "Implemented JWT validation with tests passing"
```
**Important**: Closed issues remain in database - they're not deleted, just marked complete for project history.
### 3. Planning Phase (Dependency Graphs)
For complex multi-step work, structure issues with dependencies before starting:
**Create parent epic:**
```bash
bd create "Implement user authentication" -t epic -d "OAuth integration with JWT tokens"
```
**Create subtasks:**
```bash
bd create "Set up OAuth credentials" -t task
bd create "Implement authorization flow" -t task
bd create "Add token refresh" -t task
```
**Link with dependencies:**
```bash
# parent-child for epic structure
bd dep add auth-epic auth-setup --type parent-child
bd dep add auth-epic auth-flow --type parent-child
# blocks for ordering
bd dep add auth-setup auth-flow
```
**For detailed dependency patterns and types, read:** [references/DEPENDENCIES.md](references/DEPENDENCIES.md)
## Dependency Types Reference
bd supports four dependency types:
1. **blocks** - Hard blocker (issue A blocks issue B from starting)
2. **related** - Soft link (issues are related but not blocking)
3. **parent-child** - Hierarchical (epic/subtask relationship)
4. **discovered-from** - Provenance (issue B discovered while working on A)
**For complete guide on when to use each type with examples and patterns, read:** [references/DEPENDENCIES.md](references/DEPENDENCIES.md)
## Integration with TodoWrite
**Both tools complement each other at different timescales:**
### Temporal Layering Pattern
**TodoWrite** (short-term working memory - this hour):
- Tactical execution: "Review Section 3", "Expand Q&A answers"
- Marked completed as you go
- Present/future tense ("Review", "Expand", "Create")
- Ephemeral: Disappears when session ends
**Beads** (long-term episodic memory - this week/month):
- Strategic objectives: "Continue work on strategic planning document"
- Key decisions and outcomes in notes field
- Past tense in notes ("COMPLETED", "Discovered", "Blocked by")
- Persistent: Survives compaction and session boundaries
### The Handoff Pattern
1. **Session start**: Read bead → Create TodoWrite items for immediate actions
2. **During work**: Mark TodoWrite items completed as you go
3. **Reach milestone**: Update bead notes with outcomes + context
4. **Session end**: TodoWrite disappears, bead survives with enriched notes
**After compaction**: TodoWrite is gone forever, but bead notes reconstruct what happened.
### Example: TodoWrite tracks execution, Beads capture meaning
**TodoWrite:**
```
[completed] Implement login endpoint
[in_progress] Add password hashing with bcrypt
[pending] Create session middleware
```
**Corresponding bead notes:**
```
bd update issue-123 --notes "COMPLETED: Login endpoint with bcrypt password
hashing (12 rounds). KEY DECISION: Using JWT tokens (not sessions) for stateless
auth - simplifies horizontal scaling. IN PROGRESS: Session middleware implementation.
NEXT: Need user input on token expiry time (1hr vs 24hr trade-off)."
```
**Don't duplicate**: TodoWrite tracks execution, Beads captures meaning and context.
**For patterns on transitioning between tools mid-session, read:** [references/BOUNDARIES.md](references/BOUNDARIES.md#integration-patterns)
## Common Patterns
### Pattern 1: Knowledge Work Session
User asks for strategic document development:
1. Check if bd available: `bd ready`
2. If related epic exists, show current status
3. Create new issues for discovered research needs
4. Use discovered-from to track where ideas came from
5. Update design notes as research progresses
### Pattern 2: Side Quest Handling
During main task, discover a problem:
1. Create issue: `bd create "Found: inventory system needs refactoring"`
2. Link using discovered-from: `bd dep add main-task new-issue --type discovered-from`
3. Assess: blocker or can defer?
4. If blocker: `bd update main-task --status blocked`, work on new issue
5. If deferrable: note in issue, continue main task
### Pattern 3: Multi-Session Project Resume
Starting work after time away:
1. Run `bd ready` to see available work
2. Run `bd blocked` to understand what's stuck
3. Run `bd list --status closed --limit 10` to see recent completions
4. Run `bd show issue-id` on issue to work on
5. Update status and begin work
**For complete workflow walkthroughs with checklists, read:** [references/WORKFLOWS.md](references/WORKFLOWS.md)
## Use Pattern Variations
bd is designed for work tracking but can serve other purposes with appropriate adaptations:
### Work Tracking (Primary Use Case)
- Issues flow through states (open → in_progress → closed)
- Priorities and dependencies matter
- Status tracking is essential
- IDs are sufficient for referencing
### Reference Databases / Glossaries (Alternative Use)
- Entities are mostly static (typically always open)
- No real workflow or state transitions
- Names/titles more important than IDs
- Minimal or no dependencies
- Consider dual format: maintain markdown version alongside database for name-based lookup
- Use separate database (not mixed with work tracking) to avoid confusion
**Example**: A terminology database could use both `terms.db` (queryable) and `GLOSSARY.md` (browsable by name).
**Key difference**: Work items have lifecycle; reference entities are stable knowledge.
## Issue Creation Guidelines
### When to Ask First vs Create Directly
**Ask the user before creating when:**
- Knowledge work with fuzzy boundaries
- Task scope is unclear
- Multiple valid approaches exist
- User's intent needs clarification
**Create directly when:**
- Clear bug discovered during implementation
- Obvious follow-up work identified
- Technical debt with clear scope
- Dependency or blocker found
**Why ask first for knowledge work?** Task boundaries in strategic/research work are often unclear until discussed, whereas technical implementation tasks are usually well-defined. Discussion helps structure the work properly before creating issues, preventing poorly-scoped issues that need immediate revision.
### Issue Quality
Use clear, specific titles and include sufficient context in descriptions to resume work later.
**Use --design flag for:**
- Implementation approach decisions, architecture notes, trade-offs considered
**Use --acceptance flag for:**
- Definition of done, testing requirements, success metrics
## Statistics and Monitoring
**Check project health:**
```bash
bd stats
bd stats --json
```
Returns: total issues, open, in_progress, closed, blocked, ready, avg lead time
**Find blocked work:**
```bash
bd blocked
bd blocked --json
```
Use stats to:
- Report progress to user
- Identify bottlenecks
- Understand project velocity
## Advanced Features
### Issue Types
```bash
bd create "Title" -t task # Standard work item (default)
bd create "Title" -t bug # Defect or problem
bd create "Title" -t feature # New functionality
bd create "Title" -t epic # Large work with subtasks
bd create "Title" -t chore # Maintenance or cleanup
```
### Priority Levels
```bash
bd create "Title" -p 0 # Highest priority (critical)
bd create "Title" -p 1 # High priority
bd create "Title" -p 2 # Normal priority (default)
bd create "Title" -p 3 # Low priority
```
### Bulk Operations
```bash
# Close multiple issues at once
bd close issue-1 issue-2 issue-3 --reason "Completed in sprint 5"
# Create multiple issues from markdown file
bd create --file issues.md
```
### Dependency Visualization
```bash
# Show full dependency tree for an issue
bd dep tree issue-123
# Check for circular dependencies
bd dep cycles
```
### Built-in Help
```bash
# Quick start guide (comprehensive built-in reference)
bd quickstart
# Command-specific help
bd create --help
bd dep --help
```
## JSON Output
All bd commands support `--json` flag for structured output:
```bash
bd ready --json
bd show issue-123 --json
bd list --status open --json
bd stats --json
```
Use JSON output when you need to parse results programmatically or extract specific fields.
## Troubleshooting
**If bd command not found:**
- Check installation: `bd version`
- Verify PATH includes bd binary location
**If issues seem lost:**
- Use `bd list` to see all issues
- Filter by status: `bd list --status closed`
- Closed issues remain in database permanently
**If bd show can't find issue by name:**
- `bd show` requires issue IDs, not issue titles
- Workaround: `bd list | grep -i "search term"` to find ID first
- Then: `bd show issue-id` with the discovered ID
- For glossaries/reference databases where names matter more than IDs, consider using markdown format alongside the database
**If dependencies seem wrong:**
- Use `bd show issue-id` to see full dependency tree
- Use `bd dep tree issue-id` for visualization
- Dependencies are directional: `bd dep add from-id to-id` means from-id blocks to-id
- See [references/DEPENDENCIES.md](references/DEPENDENCIES.md#common-mistakes)
**If database seems out of sync:**
- bd auto-syncs JSONL after each operation (5s debounce)
- bd auto-imports JSONL when newer than DB (after git pull)
- Manual operations: `bd export`, `bd import`
## Reference Files
Detailed information organized by topic:
| Reference | Read When |
|-----------|-----------|
| [references/BOUNDARIES.md](references/BOUNDARIES.md) | Need detailed decision criteria for bd vs TodoWrite, or integration patterns |
| [references/CLI_REFERENCE.md](references/CLI_REFERENCE.md) | Need complete command reference, flag details, or examples |
| [references/WORKFLOWS.md](references/WORKFLOWS.md) | Need step-by-step workflows with checklists for common scenarios |
| [references/DEPENDENCIES.md](references/DEPENDENCIES.md) | Need deep understanding of dependency types or relationship patterns |