Initial project scaffolding

templates/claude-templates.md

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