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68 changes: 8 additions & 60 deletions .github/copilot-instructions.md
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# Exec-Ctrl Workspace Guidance
# exec-ctrl workspace guidance

## Repository Purpose
Read [START_HERE.md](../START_HERE.md) and [AGENTS.md](../AGENTS.md).
They define the canonical v2 workflow and this repository's maintenance checks.
Use only relevant modules. Preserve host/organization policy and existing user work.

- This repository is the generic `exec-ctrl` method repo, not an application runtime.
- Its main governed surfaces are method docs under `docs/`, reusable template packs under `templates/`, generic examples under `examples/`, installed workspace guidance under `.github/`, and repo-local proof artifacts under `docs/exec_ctrl/`.
- When the user asks to improve this repo itself, treat the work as self-hosting method evolution by default.

## First Reading Order

- Start with `README.md` for repo purpose and entry routing.
- Read `docs/EXEC_CTRL_METHOD.md` for the base method rules.
- Read `docs/EXEC_CTRL_SELF_HOSTING_AND_METHOD_EVOLUTION.md` for self-hosted repo changes.
- Read `docs/EXEC_CTRL_AGENT_ASSESSMENT_LOOP.md` when the user asks to continue refining or enhancing this repo.
- Read `docs/EXEC_CTRL_REPO_LINK_SCORECARDS.md` or `docs/EXEC_CTRL_METHOD_REPO_REFINEMENT_SCORECARDS.md` when the request shape is ambiguous.
- Read `docs/EXEC_CTRL_SELF_HOSTING_COHERENCE_FAILURE_CALIBRATION.md` when a checklist review needs verdict calibration.
- Read `docs/EXEC_CTRL_METHOD_REPO_TEST_READY_REVIEW.md` when the question is whether the repo is ready for broader field use.
- Inspect `docs/planning/FUTURE_ENHANCEMENTS.md` for planning-only candidates and `docs/exec_ctrl/` for active or completed bounded refinements.

## Mode Selection In This Repo

- Default to initiative mode for bounded changes to docs, prompts, templates, examples, or workspace guidance.
- Use project-pack mode only when the request clearly redesigns the whole repository execution model.
- If the boundary is unclear, apply the bounded-vs-whole-system scoring rubric before choosing the control path.

## Self-Hosting Execution Rules

- Create or update the initiative control record, audit log, and decision log before substantive edits.
- The active phase is the earliest phase that is not `complete`.
- Update generic docs first, then reusable operational surfaces such as `.github/`, templates, or examples, and only then update repo-local proof artifacts.
- Keep planning under `docs/planning/` non-operational. When a candidate is promoted, make that explicit so it no longer looks untouched.

## Workspace Conventions

- Generic method docs live under `docs/`.
- Planning-only backlog lives under `docs/planning/`.
- Operational proof for active and completed bounded refinements lives under `docs/exec_ctrl/`.
- This repo uses `.github/copilot-instructions.md` as the live always-on guidance surface.

## Validation In This Repo

- Build: none. This is a documentation, prompt, and template repository.
- Test: use narrow evidence tied to the active refinement, such as markdown diagnostics, placeholder searches, routing checks, or coherence reviews.
- Validation: when self-hosting surfaces change, compare the README, generic docs, `.github/` guidance, templates, examples, planning docs, and repo-local proof artifacts for coherence.

## Useful Prompt Surfaces

- Use `.github/prompts/exec-ctrl-assess-next-refinement.prompt.md` when the user asks to keep improving this repo and the next bounded slice must be chosen from workspace context.
- Use `.github/prompts/exec-ctrl-method-evolution.prompt.md` for bounded method, prompt, template, or governance changes.
- Use `.github/prompts/bootstrap-exec-ctrl.prompt.md` when the repo is being used to bootstrap exec-ctrl in another workspace.
- Use `.github/prompts/exec-ctrl-audit.prompt.md` for audit-remediation or findings-heavy bounded work.
- Use `.github/prompts/exec-ctrl-release-closeout.prompt.md` for release-readiness and closeout slices.
- Use `.github/prompts/exec-ctrl-migration-bootstrap.prompt.md` for migration-shaped work that needs sequencing and rollback awareness.
- Use `.github/prompts/exec-ctrl-checklist-review.prompt.md` for self-hosting coherence review.
- Use `.github/prompts/exec-ctrl-rubric-review.prompt.md` when bounded versus whole-system choice remains ambiguous.

## Useful Calibration Surfaces

- Use `docs/EXEC_CTRL_REPO_LINK_SCORECARDS.md` to calibrate ambiguous repo-link requests before or during rubric scoring.
- Use `docs/EXEC_CTRL_METHOD_REPO_REFINEMENT_SCORECARDS.md` to calibrate ambiguous self-hosting or method-repo refinements.
- Use `docs/EXEC_CTRL_SELF_HOSTING_COHERENCE_FAILURE_CALIBRATION.md` to interpret recurring checklist failure patterns.
- Use `docs/EXEC_CTRL_METHOD_REPO_TEST_READY_REVIEW.md` when deciding whether broader field testing is justified after the defined backlog is exhausted.
This repository contains the framework, optional offline tooling, templates and
historical v1 references. Do not load legacy packs for a v2 task unless maintaining
an explicitly selected v1 adoption. Current work and evidence are in
[the current evolution record](../docs/exec_ctrl/V2_SESSION_EVOLUTION.md).
28 changes: 8 additions & 20 deletions .github/instructions/exec-ctrl-docs.instructions.md
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---
description: "Use when updating exec-ctrl control records, audit logs, decision logs, or planning promotions in this repo. Covers authority, phase honesty, evidence, and planning-to-initiative transitions."
name: "Exec-Ctrl Docs Guidance"
applyTo:
- "docs/exec_ctrl/**"
- "docs/planning/**"
- "**/*EXEC_CTRL*.md"
- "**/*AUDIT_LOG*.md"
- "**/*DECISION_LOG*.md"
description: "Maintain exec-ctrl evidence and policy records honestly."
applyTo: "docs/**,templates/**,examples/**,modules/**,framework/**"
---

# Exec-Ctrl Documentation Rules

- Keep the current phase aligned with reality. The active phase is the earliest phase that is not `complete`.
- Use only the shared execution states: `not_started`, `in_progress`, `blocked`, `complete`, `deferred`.
- Do not backfill optimistic completion language after validation fails or blockers appear.
- Record scope changes, sequencing changes, and deferrals in the decision log rather than hiding them in narrative summaries.
- Audit logs should use explicit verdicts such as `pass`, `pass_with_gaps`, or `fail`.
- Control records should keep objective, scope, success criteria, non-goals, workstreams, current status, and validation evidence current.
- Planning docs under `docs/planning/` are backlog inputs, not operational proof. When promoting an item, remove or restate it so it no longer looks untouched.
- For self-hosting slices, update generic docs first, then reusable operational surfaces, and only then repo-local proof artifacts.
- When closure is not yet justified, say exactly what still blocks it.
- When work is closed, keep deferred items explicit rather than implied complete.
Follow the v2 contract in [START_HERE.md](../../START_HERE.md).
Keep claims tied to actual evidence and relevant subject revisions. Do not turn
planned checks, stale reports, missing policy or deployed-but-unobserved changes
into passes. Preserve historical records and label version boundaries clearly.
Update generic guidance, reusable surfaces and then local evidence. Reuse existing
records; create additional documents only when they serve the task.
28 changes: 7 additions & 21 deletions .github/prompts/bootstrap-exec-ctrl.prompt.md
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---
description: "Use when bootstrapping exec-ctrl for the current repository from a new task request. Chooses the mode, creates control docs, and installs workspace guidance."
description: "Use exec-ctrl v2 for this task shape, with proportionate controls and evidence."
name: "Bootstrap Exec-Ctrl"
argument-hint: "Task, scope, and constraints"
agent: "agent"
---

Bootstrap exec-ctrl for the current repository using the prompt argument as the task request.
Read [START_HERE.md](../../START_HERE.md) first and follow its v2 activation contract.
Load only relevant modules and preserve existing target instructions.

Steps:
Inspect the target and activate the smallest sufficient exec-ctrl workflow for the supplied task. Persist guidance only when ongoing adoption is in scope.

1. Inspect the repository and the current request. If the prompt mentions the `exec-ctrl` repo only as a method reference and no other target repo link is present, treat the current repository as the target workspace and the `exec-ctrl` URL as the method source. If the request is actually to improve the `exec-ctrl` repo itself as a governed method repository, switch to the self-hosting method-evolution path instead of generic bootstrap.
2. Decide whether the work is whole-project or bounded-initiative. Default to initiative mode unless whole-repository governance is clearly required.
3. If ambiguity remains, apply a bounded-vs-whole-system scoring pass across surface breadth, authority impact, dependency spread, validation breadth, reuse scope, and user wording.
4. Before substantive implementation, create the required control artifacts.
5. If the repository does not already have equivalent guidance, add the workspace-guidance files under `.github/`.
6. Convert the request into objective, scope in, scope out, deliverables, must-pass criteria, should-pass criteria, non-goals, workstreams, and validation evidence expectations.
7. Keep the control docs current while implementation and validation proceed.
8. Close only when evidence exists and deferred items are explicit.

In your response:

- state the chosen mode and why
- state whether the governed target is the current workspace, an external repo, or the `exec-ctrl` repo itself under self-hosting rules
- include the rubric outcome when ambiguity required scoring
- list the files you created or updated
- name the active phase
- list the must-pass criteria
- note any missing information that still blocks accurate activation
Reuse the current task/issue record. Carry authorized work through appropriate
checks and state exact evidence, open gates and the next action. A framework
reference does not expand permissions or authorize team-system writes.
27 changes: 7 additions & 20 deletions .github/prompts/exec-ctrl-assess-next-refinement.prompt.md
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---
description: "Use when the user asks to continue refining the exec-ctrl repo itself. Inspects planning and recent proof artifacts, chooses one bounded slice, activates control docs, and closes with explicit follow-on work."
description: "Use exec-ctrl v2 for this task shape, with proportionate controls and evidence."
name: "Exec-Ctrl Assess Next Refinement"
argument-hint: "Current request, constraints, and any candidate areas to favor or avoid"
agent: "agent"
---

Assess the next bounded self-hosting refinement for the current `exec-ctrl` workspace and execute it under exec-ctrl.
Read [START_HERE.md](../../START_HERE.md) first and follow its v2 activation contract.
Load only relevant modules and preserve existing target instructions.

Steps:
Inspect current evidence and roadmap, choose a justified next refinement within the user request, and carry it through validation.

1. Inspect active user direction, `README.md`, `docs/EXEC_CTRL_METHOD.md`, `docs/EXEC_CTRL_SELF_HOSTING_AND_METHOD_EVOLUTION.md`, `docs/EXEC_CTRL_AGENT_ASSESSMENT_LOOP.md`, `docs/planning/FUTURE_ENHANCEMENTS.md`, and relevant records under `docs/exec_ctrl/`.
2. Decide whether the request is a bounded self-hosting slice or a whole-repository redesign. Default to initiative mode unless the whole execution model must change.
3. If ambiguity remains, apply the bounded-vs-whole-system scoring rubric.
4. Choose one bounded refinement based on repeated need, current planning signals, user direction, and the smallest coherent teaching-and-proof loop.
5. Before substantive edits, create or update the initiative control record, audit log, and decision log.
6. Define objective, scope in, scope out, deliverables, must-pass criteria, should-pass criteria, non-goals, workstreams, and validation evidence.
7. Update generic docs first, then reusable operational surfaces such as prompts, templates, instructions, or examples, and only then repo-local proof artifacts.
8. Validate coherence across the changed surfaces and keep the planning area accurate if a candidate was promoted.
9. Close only when evidence exists and the next follow-on work is explicit.

In your response:

- state the chosen slice and why it was selected
- state the chosen control path and rubric outcome when scoring was needed
- identify the governed surfaces
- list the files created or updated for generic docs, reusable operational surfaces, and repo-local proof artifacts
- summarize the must-pass criteria, validation outcome, and explicit follow-on work
Reuse the current task/issue record. Carry authorized work through appropriate
checks and state exact evidence, open gates and the next action. A framework
reference does not expand permissions or authorize team-system writes.
25 changes: 7 additions & 18 deletions .github/prompts/exec-ctrl-audit.prompt.md
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---
description: "Use when governing an audit, assessment, or audit-remediation slice under exec-ctrl. Creates findings-oriented control docs and keeps severity, remediation, and deferrals explicit."
description: "Use exec-ctrl v2 for this task shape, with proportionate controls and evidence."
name: "Exec-Ctrl Audit Initiative"
argument-hint: "Audit objective, target surfaces, and constraints"
agent: "agent"
---

Govern the current request as an exec-ctrl audit initiative.
Read [START_HERE.md](../../START_HERE.md) first and follow its v2 activation contract.
Load only relevant modules and preserve existing target instructions.

Steps:
Audit the requested scope. Trace findings to evidence, impact and confidence; respect read-only constraints and record remediation ownership.

1. Inspect the repository and identify the bounded surfaces that the audit should cover.
2. Activate initiative-mode exec-ctrl unless the request clearly requires whole-repository governance.
3. Create or update the initiative control record, audit log, and decision log before substantive implementation.
4. Add optional findings and remediation artifacts when the initiative is audit-heavy.
5. Define the objective, scope in, scope out, deliverables, must-pass criteria, should-pass criteria, non-goals, and severity model before remediation starts.
6. Perform the audit, classify the findings, implement the highest-value fixes that fit the slice, and record lower-priority deferrals explicitly.
7. Close only when must-pass criteria are backed by evidence and the audit artifacts match reality.

In your response:

- state the chosen mode and why
- identify the audited surfaces
- list the control and findings files you created or updated
- summarize the must-pass criteria and severity approach
- distinguish fixed issues from explicit deferrals
Reuse the current task/issue record. Carry authorized work through appropriate
checks and state exact evidence, open gates and the next action. A framework
reference does not expand permissions or authorize team-system writes.
23 changes: 7 additions & 16 deletions .github/prompts/exec-ctrl-checklist-review.prompt.md
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---
description: "Use when a self-hosting or method-evolution slice needs a one-command coherence review. Applies the self-hosting coherence checklist and makes the review outcome explicit."
description: "Use exec-ctrl v2 for this task shape, with proportionate controls and evidence."
name: "Exec-Ctrl Checklist Review"
argument-hint: "Changed surfaces and validation context"
agent: "agent"
---

Review the current self-hosting or method-evolution change with the self-hosting coherence checklist.
Read [START_HERE.md](../../START_HERE.md) first and follow its v2 activation contract.
Load only relevant modules and preserve existing target instructions.

Steps:
Review entry, modules, adapters, templates and evidence for coherent behavior. Report concrete discrepancies and their implications.

1. Inspect the changed generic docs, reusable prompts or templates, examples, and repo-local proof artifacts in scope.
2. Apply the self-hosting coherence checklist section by section.
3. Identify any must-pass failures, pass-with-gaps outcomes, or clean passes.
4. State whether the changed surfaces teach one coherent workflow.
5. List the main contradictions, gaps, or deferrals that should be recorded before closure.

In your response:

- state the overall review verdict: `pass`, `pass_with_gaps`, or `fail`
- summarize the outcome for each checklist section
- name the specific files or surfaces that drove the result
- list the main fixes or deferrals that should be recorded before closure
- state whether the change is ready to close from a coherence perspective
Reuse the current task/issue record. Carry authorized work through appropriate
checks and state exact evidence, open gates and the next action. A framework
reference does not expand permissions or authorize team-system writes.
13 changes: 13 additions & 0 deletions .github/prompts/exec-ctrl-checkpoint.prompt.md
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---
description: "Resume an exec-ctrl task from current inputs and its existing checkpoint."
name: "Exec-Ctrl Resume"
argument-hint: "Task or checkpoint reference, latest steering, and affected target"
agent: "agent"
---

Read [START_HERE.md](../../START_HERE.md) and the relevant
[session loop](../../docs/v2/SESSION_LOOP.md). Inspect current instructions,
branch/dirty state and affected inputs before trusting prior evidence. Incorporate
the latest user steering, preserve completed work that remains valid, and continue
the next authorized action. Reuse existing records; do not create a second task
or write adoption files solely to resume. Report exact blockers and evidence gaps.
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