Prior Work Retrieval

Prior Work Retrieval

Run this before substantial production only when the trigger above is present. Read-only current-state checks stay direct unless the user asks for history. Its job is not to generate another summary. Its job is to answer: what already exists, which source is current, what should be reused, and what remains genuinely new?

Completion contract

A retrieval pass is complete only when all five are true:

1. The task's real business outcome is written as one sentence.
2. Every relevant carrier declared in the manifest reports searched, manual_completed, or an explicit failure/coverage gap.
3. Candidate claims are opened at their original path or record, not accepted from a search snippet alone.
4. Each adopted item has a reuse or adapt decision and a reason tied to the current task. If nothing is adopted, the receipt carries a concrete no_reuse_reason.
5. scripts/prior_work.py check accepts the receipt for this session.

retrieved is not verified; verified is not reused. Keep those states separate so “I searched” cannot impersonate “I used our best prior work.”

Workflow

1. Read the local operating context first

Before querying, read the current project's AGENTS.md/CLAUDE.md, navigation index, and any North Star/current-decision file they name. Historical material cannot override a newer explicit decision.

2. Validate the explicit source manifest

The manifest is the only discovery scope. No directory exists merely because a convention says it should. Default path:

uv run --no-project python scripts/prior_work.py \
  --manifest <path> validate-manifest

The default is ~/.config/daymade/prior-work/sources.json; a project may pin another path. Global options precede the subcommand. The schema and carrier examples are in references/source-manifest.md.

3. Retrieve across declared carriers

Write the user-world outcome separately from the proposed implementation. Then provide two term sets:

• --outcome-term: 1–5 artifact/event/entity/date terms that could locate an already-finished result (accepted deliverable, canonical transcript, deployed service, decision, or operating evidence).
• --term: 1–8 implementation terms (code symbols, old workflow names, technical nouns, failure symptoms).

The runtime sends the business-outcome query to documents, meetings, archives, and conversations; it sends the implementation query to code and Skill carriers. Outcome candidates are ranked first. A code search can therefore no longer stand in for checking whether the requested result already exists. Do not pass generic verbs such as “做 / 优化 / 系统” alone.

uv run --no-project python scripts/prior_work.py retrieve \
  --business-outcome 'the observable result the user actually needs' \
  --outcome-term 'accepted artifact, entity, event, or date' \
  --query 'the implementation or workflow currently being considered' \
  --term 'distinctive entity' \
  --term 'old workflow name' \
  --term 'failure symptom' \
  --session-id "$CODEX_SESSION_ID"

Do NOT redirect the output (> /tmp/run.txt) to save it: by design (2026-08-27, regression-locked in test_unquoted_redirection_even_after_ route_stays_gated) a file redirection trips the write gate even on a read-only route command, so a redirected retrieve is blocked and the run JSON never lands where you aimed. Let the output print and read it from the transcript; the durable copy is the run JSON under the manifest's state_dir (its run_path is printed on the last line).

--session-id: use it only with retrieve, complete, and check; validate-manifest does not accept it. On Codex use $CODEX_SESSION_ID. Claude Code has no such env var, so take the exact id carried verbatim in prior-work hook messages (UserPromptSubmit inject / PreToolUse deny / Stop block). The receipt filename shown beside it is the id's sha256, not the id itself; completing a receipt under a guessed id writes a file check will never read and the gate keeps rejecting. Never substitute the hash-looking filename for the id.

When a normally optional live carrier is material to the request, promote it explicitly: --require-source live-wechat. The receipt cannot complete until that manual route is recorded.

The command searches filesystem carriers with rg, calls explicitly declared command adapters (for example the formal Claude-history finder), and surfaces manual routes such as live WeChat. Content search is always bounded by declared globs; full path enumeration runs only when an outcome/implementation term is explicitly path-shaped (a filename, path, or ISO date). A symbol such as project_doc_max_bytes does not justify walking every filename in a workspace. The command writes an immutable run JSON under the manifest's state_dir and returns its run_id.

If a required carrier says manual_required, perform that named Skill route and record its result before completion. A local WeChat archive search does not prove live WeChat coverage; a conversation index does not prove meeting or code coverage.

4. Verify candidates at authority

Open promising candidates at their original path. Check:

• Match: does it solve the same business problem, not merely share words?
• Authority: current implementation/SSOT beats a historical proposal; raw transcript proves what was said, not that it remains correct.
• Freshness: compare current Git HEAD, file mtime, decision date, and any superseded marker. Do not use an archive to overwrite current behavior.
• Outcome evidence: prefer code/tests/accepted deliverables and operating results over a process that merely looks complete.

5. Complete the reuse receipt

Classify the items you actually inspected:

uv run --no-project python scripts/prior_work.py complete \
  --run <run_id> \
  --reuse '<candidate_id>=reuse unchanged because ...' \
  --adapt '<candidate_id>=adapt boundary X because ...' \
  --session-id "$CODEX_SESSION_ID"

If none qualify, use --no-reuse-reason with the verified mismatch. “No hits” is not a reason; it is a retrieval observation and may require widening terms or resolving a failed carrier.

The completed receipt preserves business_outcome and outcome_terms; check rejects legacy or hand-built receipts that omit either field. Receipt freshness is bound to the definitions of required carriers. Editing an optional carrier does not invalidate already verified required coverage; changing a required root, route, mode, authority, or limit does. The full manifest hash remains provenance. Then verify:

uv run --no-project python scripts/prior_work.py check \
  --session-id "$CODEX_SESSION_ID"

Only after this passes should substantial production begin. Cite adopted candidate IDs in the implementation/plan so the receipt is connected to the result instead of becoming ceremonial paperwork.

Companion hooks

Install after the manifest is valid and the self-test is green:

scripts/prior-work-retrieval.sh --selftest
scripts/prior-work-retrieval.sh --install

The versioned wrapper is the synchronous hook-runtime SSOT. It resolves a direct Python interpreter and never enters a package-manager/cache lifecycle; keep the uv run ... prior_work.py commands above as explicit retrieval and receipt operations, not as hook launchers.

The installer adds the required handlers to both Claude and Codex without replacing unrelated hooks:

• UserPromptSubmit creates a prompt-scoped requirement only for an explicit prior-work/reuse/history signal and injects the Skill route. The filters keep that signal from firing on things the user did not ask for:
  • Not the user speaking. Internal templates (You are a/an …, # Overview), harness envelopes (<agent-message …>, <task-notification …>, <system-reminder …>) and pasted transcript lines (⏺ …) all reach this handler as prompts. They never arm a requirement.
  • The executor cannot satisfy a gate. A prompt that forbids reading skills or running the shell has removed the capabilities completing a receipt needs; gating it blocks work with no path to unblock. A prompt that says outright it is opting out of prior-work retrieval is honoured in the spellings people actually use (Do NOT perform prior-work retrieval, opts out of prior-work retrieval), not just skip/disable.
  • Negated reuse. “不要复用 X”, “别沿用”, don't reuse decide against prior work; dating something as old (“很久之前写的”) argues it is stale rather than asking to find it. Both are excised before matching, so a genuine ask in the same sentence still counts, while 别重复造轮子 / 不希望你重新造 — which ask for reuse — keep arming.
  • Hedge recall needs a distal referent. 上次 / 好像是 / 我记得是 / 记不清 arm only alongside a work noun carrying a distal or indefinite determiner (那个/某个/哪个 脚本), because 这个脚本 is the object in front of you — “这个 脚本好像是死循环” is a bug report, not a recall. Bare history likewise needs a carrier (conversation history, not git history).
  • A valid receipt already covers this session. Hedge-phrased recall no longer mints a fresh requirement that strands the completed receipt. An explicit new prior-work ask still does.

Run scripts/prior_work.py audit to see whether the gate is behaving: it reports the trigger mix, the empty-gate rate (armed requirements that never produced a receipt — the signature of gating something that cannot comply), stranded receipts, non-user-input arms, and the matched token behind each still-arming entry. --json for machine output. Judge the gate by that number, not by whether its own tests pass.

• PreToolUse blocks substantial writes only when that explicit requirement already exists and lacks a valid receipt. It never turns an ordinary write into a retrieval obligation. Read-only discovery and small mechanical edits remain available while a requirement is active.
• Stop validates an explicit requirement that already exists. It never invents one from output length, code, tool use, or a generic production request.

It migrates the narrower unversioned recall-first-evidence UserPromptSubmit handler into this superset while leaving its script on disk for recovery. The old trigger families (“我们之前”, “什么来着”, fuzzy memory) are regression tests. Run the machine's profile-settings synchronizer after installation so every Claude profile receives the main settings. Codex requires one human trust review through /hooks; the installer never forges it.

The user can explicitly say not to search prior work for the current prompt. That opt-out becomes prompt-scoped state, not an environment-variable bypass. Recognized phrasings pair a refusal verb (不用/不要/不需要/跳过, or skip/disable/opt out/do not perform) with a retrieval noun (查历史/历史检索/ prior-work/prior work/history retrieval) in the same breath — a bare 「不需要检索」without the carrier phrase does not match, so when advising the user mid-gate, quote a full working form such as 「本任务不需要 prior work 检索」. Malformed/missing manifest or receipt state fails closed only at substantial production; read-only investigation and a write targeting exactly the manifest path remain possible so the agent can repair the gate without bypassing it.

Search routing

Boundaries

• The manifest is explicit and versioned separately from mutable index state.
• Search results are hypotheses. The receipt records verification and reuse.
• Do not copy private project data into a public example or Skill fixture.
• Do not silently fall back from a failed required carrier. Record the gap.
• External web research starts after local prior work, unless the user explicitly asks for current external facts or the local evidence cannot answer.
• This Skill is the workflow. Companion hooks may require a fresh receipt before Write/Edit; Stop may enforce that same existing obligation, but final-answer shape cannot create a new one. Hooks do not decide which candidate is good.

Maintainer verification

uv run --no-project python -m unittest discover -s tests -p 'test_*.py'
uv run --no-project python scripts/prior_work.py \
  --manifest tests/fixtures/manifest.json validate-manifest
scripts/prior-work-retrieval.sh --selftest

Regression cases must include the real failure families: cross-project rules not loaded, existing provider contract ignored, old decision beating North Star, artifact capability declared nonexistent, adjacent agent evidence missed, and conversation/meeting/WeChat carrier gaps hidden by a global “searched” claim.