159 lines
4.3 KiB
Markdown
159 lines
4.3 KiB
Markdown
# Claude Templates — On-Demand Reference
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> **Do NOT read this file at session start.** Read it only when you need to write a summary, handoff, decision record, or subagent output. This file is referenced from CLAUDE.md.
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---
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## Template 1: Source Document Summary
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**Use when:** Processing any input document (client brief, research report, requirements doc, existing proposal)
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**Write to:** `./docs/summaries/source-[filename].md`
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```markdown
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# Source Summary: [Original Document Name]
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**Processed:** [YYYY-MM-DD]
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**Source Path:** [exact file path]
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**Archived From:** [original path, if moved to docs/archive/]
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**Document Type:** [brief / requirements / research / proposal / transcript / other]
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**Confidence:** [high = I understood everything / medium = some interpretation needed / low = significant gaps]
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## Exact Numbers & Metrics
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- [metric]: [exact value] (page/section reference if available)
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## Key Facts (Confirmed)
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- [fact] — stated in [section/page]
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## Requirements & Constraints
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- REQUIREMENT: [what is needed]
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- CONDITION: [when/if this applies]
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- CONSTRAINT: [limitation or exception]
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- PRIORITY: [must-have / should-have / nice-to-have / stated by whom]
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## Decisions Referenced
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- DECISION: [what was decided]
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- RATIONALE: [why, as stated in document]
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- ALTERNATIVES MENTIONED: [what else was considered]
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- DECIDED BY: [who, if stated]
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## Open Questions & Ambiguities
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- UNCLEAR: [what is ambiguous] — needs clarification from [whom]
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- ASSUMED: [interpretation made] — verify with [whom]
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- MISSING: [information referenced but not provided]
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```
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---
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## Template 4: Session Handoff
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**Use when:** A session is ending (context limit approaching OR phase complete)
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**Write to:** `./docs/summaries/handoff-[YYYY-MM-DD]-[topic].md`
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**LIFECYCLE**: After writing a new handoff, move the PREVIOUS handoff to `docs/archive/handoffs/`.
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```markdown
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# Session Handoff: [Topic]
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**Date:** [YYYY-MM-DD]
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**Session Duration:** [approximate]
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**Session Focus:** [one sentence]
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**Context Usage at Handoff:** [estimated percentage if known]
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## What Was Accomplished
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1. [task completed] → output at `[file path]`
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## Exact State of Work in Progress
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- [work item]: completed through [specific point], next step is [specific action]
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## Decisions Made This Session
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- [Ad-hoc decision]: [what] BECAUSE [why] — STATUS: [confirmed/provisional]
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## Key Numbers Generated or Discovered This Session
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- [metric]: [value]
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## Files Created or Modified
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| File Path | Action | Description |
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|-----------|--------|-------------|
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| `[path]` | Created | [what it contains] |
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## What the NEXT Session Should Do
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1. **First**: [specific action with file paths]
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2. **Then**: [specific action]
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## Open Questions Requiring User Input
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- [ ] [question] — impacts [what downstream deliverable]
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## Assumptions That Need Validation
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- ASSUMED: [assumption] — validate by [method/person]
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## Files to Load Next Session
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- `[file path]` — needed for [reason]
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```
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---
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## Template 3: Decision Record
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**Use when:** Any significant decision is made during a session
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**Write to:** `./docs/summaries/decision-[number]-[topic].md`
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```markdown
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# Decision Record: [Short Title]
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**Decision ID:** DR-[sequential number]
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**Date:** [YYYY-MM-DD]
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**Status:** CONFIRMED / PROVISIONAL / REQUIRES_VALIDATION
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## Decision
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[One clear sentence: what was decided]
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## Context
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[2-3 sentences: what situation prompted this decision]
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## Rationale
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- CHOSE [option] BECAUSE: [specific reasons with data]
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- REJECTED [alternative 1] BECAUSE: [specific reasons]
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## Conditions & Constraints
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- VALID IF: [conditions under which this decision holds]
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- REVISIT IF: [triggers that should cause reconsideration]
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```
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---
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## Subagent Output Contracts
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### Contract for Document Analysis Subagent
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```
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=== DOCUMENT ANALYSIS OUTPUT ===
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SOURCE: [file path]
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TYPE: [document type]
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CONFIDENCE: [high/medium/low]
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NUMBERS:
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- [metric]: [exact value]
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REQUIREMENTS:
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- REQ: [requirement] | CONDITION: [if any] | PRIORITY: [level]
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OPEN:
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- [unresolved item] | NEEDS: [who/what to resolve]
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=== END OUTPUT ===
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```
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### Contract for Review/QA Subagent
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```
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=== REVIEW OUTPUT ===
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REVIEWED: [file path or deliverable name]
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AGAINST: [what standard]
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PASS: [yes/no/partial]
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ISSUES:
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- SEVERITY: [critical/major/minor] | ITEM: [description] | FIX: [suggested resolution]
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=== END OUTPUT ===
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```
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