Files
optimclaw/CLAUDE.md
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bcbdc273a5 Restructure CLAUDE.md into modular rules + add pr-shepherd command (#750)
* refactor: restructure CLAUDE.md into modular rules and add pr-shepherd command

Trim CLAUDE.md from 710 lines to 92 by moving detailed guidance into
path-scoped `.claude/rules/` files that load on demand. Add a new
`/pr-shepherd` command that consolidates the full PR lifecycle
(review, fix, quality gate, CI fix loop, merge) into one workflow.

Changes:
- CLAUDE.md: keep only essentials (build commands, code style, architecture,
  module specs, config reference, debugging)
- .claude/rules/review-discipline.md: 15+ review rules, scoped to src/**/*.rs
- .claude/rules/database.md: dual-backend rules with SQL dialect translation
  table, scoped to src/db/** and migrations/**
- .claude/rules/safety-and-sandbox.md: safety layer and sandbox rules, scoped
  to src/safety/**, src/sandbox/**, src/secrets/**
- .claude/rules/testing.md: test tiers and patterns, scoped to src/** and tests/**
- .claude/rules/tools.md: tool architecture and implementation pattern, scoped
  to src/tools/** and tools-src/**
- .claude/commands/pr-shepherd.md: 7-phase PR lifecycle command that subsumes
  review-pr, respond-pr, ship, and manual CI fix loops

[skip-regression-check]

Co-Authored-By: Claude Opus 4.6 <[email protected]>

* fix: address review feedback on CLAUDE.md restructure

- Restore project structure tree in CLAUDE.md (zmanian blocking)
- Create .claude/rules/skills.md with trust model, SKILL.md format,
  selection pipeline, and skill tools (zmanian blocking)
- Restore configuration section with key env vars (zmanian medium)
- Restore "Adding a New Channel" guide (zmanian medium)
- Add heartbeat mention to Workspace & Memory section (zmanian low)
- Fix pr-shepherd: replace `git add -A` with specific file staging (zmanian)
- Fix pr-shepherd: ask user for merge strategy instead of hardcoding --squash (zmanian)
- Fix pr-shepherd: replace `--watch` with polling + 10min timeout (zmanian)
- Fix testing.md: "skipped if DB is unreachable" not "expected to fail" (Copilot)

[skip-regression-check]

Co-Authored-By: Claude Opus 4.6 <[email protected]>

* fix: address review comments on PR #750

- Narrow `crate::` import rule: `super::` is fine in tests and intra-module refs
- Fix capabilities file naming: `<name>.capabilities.json` sidecar, not bare `capabilities.json`
- Update mechanical verification checklist to match narrowed import rule

Co-Authored-By: Claude Opus 4.6 <[email protected]>

* refactor: move Bedrock docs from CLAUDE.md to src/llm/CLAUDE.md

Bedrock provider details (auth, config, feature flag) belong in the
LLM module spec, not the top-level guide. Added file map entry,
provider table row, and dedicated section in src/llm/CLAUDE.md.

Co-Authored-By: Claude Opus 4.6 <[email protected]>

* refactor: move env var config block out of CLAUDE.md

Replace 20-line config block with one-liner pointing to .env.example
and src/llm/CLAUDE.md. Config details are only needed during deployment,
not everyday coding.

Co-Authored-By: Claude Opus 4.6 <[email protected]>

* fix: use gh pr checkout for fork-safe PR checkout in pr-shepherd

Replaces git fetch/checkout with gh pr checkout {number} which
handles both same-repo and fork-based PRs automatically.

Co-Authored-By: Claude Opus 4.6 <[email protected]>

* fix: address Copilot review round 5 on PR #750

- Add gh pr list and gh pr checkout to pr-shepherd allowed-tools
- Align crate:: import rule in pr-shepherd with updated CLAUDE.md guidance
- Fix vector type in database.md: BLOB (flexible dims), not F32_BLOB(1536)
- Update MCP limitation: stdio/HTTP/Unix transports exist, no streaming

Co-Authored-By: Claude Opus 4.6 <[email protected]>

---------

Co-authored-by: Claude Opus 4.6 <[email protected]>
2026-03-09 23:19:25 +00:00

207 lines
11 KiB
Markdown

# IronClaw Development Guide
**IronClaw** is a secure personal AI assistant — user-first security, self-expanding tools, defense in depth, multi-channel access with proactive background execution.
## Build & Test
```bash
cargo fmt # format
cargo clippy --all --benches --tests --examples --all-features # lint (zero warnings)
cargo test # unit tests
cargo test --features integration # + PostgreSQL tests
RUST_LOG=ironclaw=debug cargo run # run with logging
```
E2E tests: see `tests/e2e/CLAUDE.md`.
## Code Style
- Prefer `crate::` for cross-module imports; `super::` is fine in tests and intra-module refs
- No `pub use` re-exports unless exposing to downstream consumers
- No `.unwrap()` or `.expect()` in production code (tests are fine)
- Use `thiserror` for error types in `error.rs`
- Map errors with context: `.map_err(|e| SomeError::Variant { reason: e.to_string() })?`
- Prefer strong types over strings (enums, newtypes)
- Keep functions focused, extract helpers when logic is reused
- Comments for non-obvious logic only
## Architecture
Prefer generic/extensible architectures over hardcoding specific integrations. Ask clarifying questions about the desired abstraction level before implementing.
Key traits for extensibility: `Database`, `Channel`, `Tool`, `LlmProvider`, `SuccessEvaluator`, `EmbeddingProvider`, `NetworkPolicyDecider`, `Hook`, `Observer`, `Tunnel`.
All I/O is async with tokio. Use `Arc<T>` for shared state, `RwLock` for concurrent access.
## Project Structure
```
src/
├── lib.rs # Library root, module declarations
├── main.rs # Entry point, CLI args, startup
├── app.rs # App startup orchestration (channel wiring, DB init)
├── bootstrap.rs # Base directory resolution (~/.ironclaw), early .env loading
├── settings.rs # User settings persistence (~/.ironclaw/settings.json)
├── service.rs # OS service management (launchd/systemd daemon install)
├── tracing_fmt.rs # Custom tracing formatter
├── util.rs # Shared utilities
├── config/ # Configuration from env vars (split by subsystem)
│ ├── mod.rs # Re-exports all config types; top-level Config struct
│ ├── agent.rs, llm.rs, channels.rs, database.rs, sandbox.rs, skills.rs
│ ├── heartbeat.rs, routines.rs, safety.rs, embeddings.rs, wasm.rs
│ ├── tunnel.rs # Tunnel provider config (TUNNEL_PROVIDER, TUNNEL_URL, etc.)
│ └── secrets.rs, hygiene.rs, builder.rs, helpers.rs
├── error.rs # Error types (thiserror)
├── agent/ # Core agent loop, dispatcher, scheduler, sessions — see src/agent/CLAUDE.md
├── channels/ # Multi-channel input
│ ├── channel.rs # Channel trait, IncomingMessage, OutgoingResponse
│ ├── manager.rs # ChannelManager merges streams
│ ├── cli/ # Full TUI with Ratatui
│ ├── http.rs # HTTP webhook (axum) with secret validation
│ ├── webhook_server.rs # Unified HTTP server composing all webhook routes
│ ├── repl.rs # Simple REPL (for testing)
│ ├── web/ # Web gateway (browser UI) — see src/channels/web/CLAUDE.md
│ └── wasm/ # WASM channel runtime
├── cli/ # CLI subcommands (clap)
│ ├── mod.rs # Cli struct, Command enum (run/onboard/config/tool/registry/mcp/memory/pairing/service/doctor/status/completion)
│ └── config.rs, tool.rs, registry.rs, mcp.rs, memory.rs, pairing.rs, service.rs, doctor.rs, status.rs, completion.rs
├── registry/ # Extension registry catalog
│ ├── manifest.rs # ExtensionManifest, ArtifactSpec, BundleDefinition types
│ ├── catalog.rs # RegistryCatalog: load from filesystem and embedded JSON
│ └── installer.rs # RegistryInstaller: download, verify, install WASM artifacts
├── hooks/ # Lifecycle hooks (6 points: BeforeInbound, BeforeToolCall, BeforeOutbound, OnSessionStart, OnSessionEnd, TransformResponse)
├── tunnel/ # Tunnel abstraction (cloudflare, ngrok, tailscale, custom, none)
├── observability/ # Pluggable event/metric recording (noop, log, multi)
├── orchestrator/ # Internal HTTP API for sandbox containers
│ ├── api.rs # Axum endpoints (LLM proxy, events, prompts)
│ ├── auth.rs # Per-job bearer token store
│ └── job_manager.rs # Container lifecycle (create, stop, cleanup)
├── worker/ # Runs inside Docker containers
│ ├── runtime.rs # Worker execution loop (tool calls, LLM)
│ ├── claude_bridge.rs # Claude Code bridge (spawns claude CLI)
│ └── proxy_llm.rs # LlmProvider that proxies through orchestrator
├── safety/ # Prompt injection defense
│ ├── sanitizer.rs # Pattern detection, content escaping
│ ├── validator.rs # Input validation (length, encoding, patterns)
│ ├── policy.rs # PolicyRule system with severity/actions
│ ├── leak_detector.rs # Secret detection (API keys, tokens, etc.)
│ └── credential_detect.rs # HTTP request credential detection
├── llm/ # Multi-provider LLM integration — see src/llm/CLAUDE.md
├── tools/ # Extensible tool system
│ ├── tool.rs # Tool trait, ToolOutput, ToolError
│ ├── registry.rs # ToolRegistry for discovery
│ ├── rate_limiter.rs # Shared sliding-window rate limiter
│ ├── builtin/ # Built-in tools (echo, time, json, http, web_fetch, file, shell, memory, message, job, routine, extension_tools, skill_tools, secrets_tools)
│ ├── builder/ # Dynamic tool building
│ ├── mcp/ # Model Context Protocol client
│ └── wasm/ # Full WASM sandbox (wasmtime) — runtime, host functions, fuel metering, allowlist, credential injection
├── db/ # Dual-backend persistence (PostgreSQL + libSQL) — see src/db/CLAUDE.md
├── workspace/ # Persistent memory system — see src/workspace/README.md
├── context/ # Job context isolation (JobState, JobContext, ContextManager)
├── estimation/ # Cost/time/value estimation with EMA learning
├── evaluation/ # Success evaluation (rule-based, LLM-based)
├── sandbox/ # Docker execution sandbox
│ ├── config.rs # SandboxConfig, SandboxPolicy enum (ReadOnly/WorkspaceWrite/FullAccess)
│ ├── manager.rs # SandboxManager orchestration
│ ├── container.rs # ContainerRunner, Docker lifecycle
│ └── proxy/ # Network proxy: domain allowlist, credential injection, CONNECT tunnel
├── secrets/ # Secrets management (AES-256-GCM, OS keychain for master key)
├── setup/ # 7-step onboarding wizard — see src/setup/README.md
├── skills/ # SKILL.md prompt extension system — see .claude/rules/skills.md
└── history/ # Persistence (PostgreSQL repositories, analytics)
tests/
├── *.rs # Integration tests (workspace, heartbeat, WS gateway, pairing, etc.)
├── test-pages/ # HTML→Markdown conversion fixtures
└── e2e/ # Python/Playwright E2E scenarios (see tests/e2e/CLAUDE.md)
```
## Database
Dual-backend: PostgreSQL + libSQL/Turso. **All new persistence features must support both backends.** See `src/db/CLAUDE.md` and `.claude/rules/database.md`.
## Module Specs
When modifying a module with a spec, read the spec first. Code follows spec; spec is the tiebreaker.
| Module | Spec |
|--------|------|
| `src/agent/` | `src/agent/CLAUDE.md` |
| `src/channels/web/` | `src/channels/web/CLAUDE.md` |
| `src/db/` | `src/db/CLAUDE.md` |
| `src/llm/` | `src/llm/CLAUDE.md` |
| `src/setup/` | `src/setup/README.md` |
| `src/tools/` | `src/tools/README.md` |
| `src/workspace/` | `src/workspace/README.md` |
| `tests/e2e/` | `tests/e2e/CLAUDE.md` |
## Job State Machine
```
Pending -> InProgress -> Completed -> Submitted -> Accepted
\-> Failed
\-> Stuck -> InProgress (recovery)
\-> Failed
```
## Skills System
SKILL.md files extend the agent's prompt with domain-specific instructions. See `.claude/rules/skills.md` for full details.
- **Trust model**: Trusted (user-placed in `~/.ironclaw/skills/` or workspace `skills/`, full tool access) vs Installed (registry, read-only tools)
- **Selection pipeline**: gating (check bin/env/config requirements) -> scoring (keywords/patterns/tags) -> budget (fit within `SKILLS_MAX_TOKENS`) -> attenuation (trust-based tool ceiling)
- **Skill tools**: `skill_list`, `skill_search`, `skill_install`, `skill_remove`
## Configuration
See `.env.example` for all environment variables. LLM backends (`nearai`, `openai`, `anthropic`, `ollama`, `openai_compatible`, `tinfoil`, `bedrock`) documented in `src/llm/CLAUDE.md`.
## Adding a New Channel
1. Create `src/channels/my_channel.rs`
2. Implement the `Channel` trait
3. Add config in `src/config/channels.rs`
4. Wire up in `src/app.rs` channel setup section
## Workspace & Memory
Persistent memory with hybrid search (FTS + vector via RRF). Four tools: `memory_search`, `memory_write`, `memory_read`, `memory_tree`. Identity files (AGENTS.md, SOUL.md, USER.md, IDENTITY.md) injected into system prompt. Heartbeat system runs proactive periodic execution (default: 30 minutes), reading `HEARTBEAT.md` and notifying via channel if findings. See `src/workspace/README.md`.
## Debugging
```bash
RUST_LOG=ironclaw=trace cargo run # verbose
RUST_LOG=ironclaw::agent=debug cargo run # agent module only
RUST_LOG=ironclaw=debug,tower_http=debug cargo run # + HTTP request logging
```
## Current Limitations
1. Domain-specific tools (`marketplace.rs`, `restaurant.rs`, etc.) are stubs
2. Integration tests need testcontainers for PostgreSQL
3. MCP: no streaming support; stdio/HTTP/Unix transports all use request-response
4. WIT bindgen: auto-extract tool schema from WASM is stubbed
5. Built tools get empty capabilities; need UX for granting access
6. No tool versioning or rollback
7. Observability: only `log` and `noop` backends (no OpenTelemetry)