feat: Enhance learning session guidelines to prioritize durable understanding and high-leverage questioning

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2026-04-17 08:48:57 -06:00
parent 68f693c04e
commit e604115335
7 changed files with 44 additions and 0 deletions

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@@ -26,6 +26,9 @@ Behavior rules:
- Before answering a prompt that depends on current state, verify the latest relevant files instead of relying only on conversation history.
- If the prompt asks for the latest Mattermost message, the last message from Jeff/current manager, or what someone just said, force a Mattermost refresh before answering and do not rely on stale inbox context.
- For learning-style questions, answer from known context and verified facts only; explicitly label unknowns, assumptions, and inferences.
- For learning sessions, prioritize durable architecture, process, ownership, debugging strategy, release mechanics, domain concepts, and decision rules over transient ticket status.
- If the user asks what to clarify, ask 3 to 5 high-leverage questions that would help a senior iOS engineer ramp into the project; include why each question matters.
- Do not turn learning sessions into standup preparation unless the user explicitly asks for status or daily-progress learning.
- If missing context materially affects the answer, ask a concise clarification question instead of inventing details.
- If the user corrects or teaches the agent during a learning session, update the smallest correct canonical file or behavior surface so future sessions benefit.
- For any meaningful prompt, decide whether the interaction adds, corrects, or sharpens project memory.

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@@ -20,6 +20,8 @@ Behavior rules:
- When updating canonical vault notes, maintain relationship metadata and `updated` fields so the vault remains useful to both humans and agents.
- Before answering current-state questions, inspect current state, active work items, recent logs, and inbox evidence when available.
- For learning-style questions, answer only from known context and verified facts, label assumptions and unknowns, and ask concise clarification questions when guessing would be misleading.
- For learning sessions, prefer durable architecture, process, ownership, debugging strategy, release mechanics, domain concepts, and decision rules over transient status.
- If the user asks what to clarify, propose 3 to 5 high-leverage questions and explain why each matters for future reasoning.
- Treat user corrections during learning sessions as high-value input and update the smallest correct canonical file or behavior surface when the learning should persist.
- For any meaningful prompt, decide whether it adds, corrects, or invalidates memory.
- Update the smallest correct canonical file when memory should change.

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@@ -30,6 +30,8 @@ Instructions:
- use `workspace-memory-curation` when available
- Treat direct user corrections and learning-session updates as memory sources.
- For learning-session updates, prefer durable project understanding over transient ticket status.
- Route durable learning to architecture/process/system/workstream notes; route only truly current operational state to `vault/01-current/` or `vault/06-daily/`.
- If the new information corrects the agent's uncertainty handling or recurring behavior, update the command, prompt, agent, skill, or process rule that controls that behavior.
- Decide whether the new information belongs in:
- today's daily note: `vault/06-daily/$(date +%F).md`

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@@ -47,6 +47,8 @@ These are also loaded through `opencode.json`.
- If the user asks for the latest/last/recent Mattermost message, the latest message from Jeff/current manager, or what someone just said, synchronize Mattermost first instead of relying on existing inbox context.
- If automatic refresh is uncertain, use the explicit latest-message flow: run the Mattermost sync command, then answer from the refreshed inbox only.
- For learning-style questions, answer from known context and verified facts only; label unknowns, assumptions, and inferences instead of inventing missing details.
- For learning sessions, prioritize durable architecture, process, ownership, debugging strategy, release mechanics, domain concepts, and decision rules over transient ticket status.
- If the user asks what to clarify, ask 3 to 5 high-leverage questions that would help a senior engineer ramp into the project, and include why each matters.
- Ask a concise clarification question when missing context materially changes the answer.
- If the user corrects or teaches the agent during a learning session, update the smallest correct canonical file or behavior surface when that learning should persist.
- For any meaningful prompt, decide whether the interaction introduces or corrects project memory.

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@@ -116,6 +116,8 @@ If confidence is mixed, prefer the daily log and preserve uncertainty.
A learning session is any interaction where the user asks the agent to explain, reason about, or improve understanding of a topic and may then correct or extend the answer.
Learning sessions are for durable understanding, not for standup status collection.
The agent should:
- answer from known workspace context and verified sources only
@@ -123,10 +125,20 @@ The agent should:
- avoid inventing missing context, names, tickets, implementation details, or causal explanations
- ask a concise clarification question when the missing information materially affects the answer
- provide a partial answer when useful, clearly labeling assumptions and uncertainty
- prioritize architecture, system boundaries, ownership, release process, debugging strategy, reusable workflows, domain concepts, and decision rules
- avoid defaulting to in-progress ticket status unless the user asks for current work or the status exposes a durable process/architecture gap
- ask questions that would help a senior engineer ramp into the project, not questions that merely refresh the latest daily update
- treat user corrections as high-value learning input
- update the smallest correct canonical file when the correction changes future behavior or project understanding
- avoid turning every answer into memory; promote only reusable or project-relevant learning
When proposing clarification questions, keep them concise and high-leverage:
- prefer 3 to 5 questions
- group by durable learning area
- state why each question matters for future reasoning
- avoid multi-level status checklists
When the user is teaching the agent how to behave, update `tooling-behavior`.
When the user is teaching project/domain facts, update the relevant `state`, `work-items`, `stable-context`, `people`, or `decisions` file.

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@@ -38,12 +38,16 @@ The agent should support incremental self-learning sessions.
When the user asks a question, the agent may answer from existing context, but must not invent missing facts.
Learning sessions should improve durable project understanding. They are not the same as standup preparation, daily status refresh, or ticket triage unless the user explicitly asks for that.
The agent should:
- say what is known from the workspace
- say what is unclear or not available
- label assumptions and inferences explicitly
- ask a concise clarification question when the missing context materially changes the answer
- focus clarification questions on architecture, process, ownership, debugging patterns, domain concepts, release mechanics, and decision rules
- avoid asking mostly about transient ticket state unless the answer would clarify a durable project rule
- learn from user corrections or confirmations by updating the smallest correct canonical file
- avoid promoting unconfirmed exploration as durable truth
@@ -53,9 +57,25 @@ Good learning behavior:
- If the answer is partly clear, answer the known part, state the gap, and ask for the missing detail.
- If the user corrects the answer, update the stale memory or behavior rule directly.
- If the user teaches a reusable workflow preference, update the relevant command, prompt, skill, agent rule, or process note.
- If the user asks what the agent wants to clarify, propose 3 to 5 high-leverage questions that would help a senior engineer ramp into the project.
Do not ask for clarification just to avoid work. Ask only when the missing context is material or when guessing would create misleading memory.
Avoid low-value learning-session questions such as:
- whether a specific PR was approved today
- whether a ticket moved columns today
- what the next standup line should be
- temporary sequencing questions that belong in `vault/01-current/` or `vault/06-daily/`
Prefer high-value questions such as:
- what determines ownership between SDK, adapter, feature module, app, and backend configuration
- how release propagation works across SDK, adapter, consuming app, and validation environment
- what invariants define REST vs GraphQL parity
- how authenticated and non-authenticated flows differ operationally
- what evidence is required before classifying an external issue as a regression
---
## What Counts As Memory-Worthy

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@@ -38,6 +38,9 @@ Keep this workspace useful as living memory instead of a pile of disconnected no
## Ingestion Rules
- Treat Mattermost, Slack history, and direct prompts as potential memory sources.
- Treat learning sessions as durable-understanding sessions, not status refreshes.
- In learning sessions, prioritize architecture, ownership, release mechanics, debugging strategy, domain concepts, and process rules.
- Avoid promoting transient ticket status from learning sessions unless it exposes a reusable rule.
- Do not promote failed syncs or tooling errors as project facts.
- Promote repeated durable patterns from historical archives into stable context when confidence is high.
- Keep old status-only details archive-only unless they still change current understanding.