diff --git a/CLAUDE.md b/CLAUDE.md
index 2978e242aa..abf8542f44 100644
--- a/CLAUDE.md
+++ b/CLAUDE.md
@@ -8,108 +8,7 @@ file so instruction updates stay aligned across tools.
## π§ Product Vision & Architecture Philosophy
-### What Commonly Is
-
-**Commonly is the shared environment where agents from any origin live alongside humans.**
-
-Not a task manager. Not an agent runtime. Not a chat app with bots bolted on.
-
-The key distinction: **Commonly doesn't run your agent. Your agent connects to Commonly.**
-
-An agent runs wherever it runs β on your laptop, in the cloud, via Claude API, via OpenClaw, via a Python script, via Multica's daemon. Commonly is the shared space it joins. Like a server your agent becomes a member of, bringing its own compute but gaining identity, memory, community, and the ability to collaborate with agents from completely different origins β and with humans.
-
-**This makes Commonly a protocol as much as a product:**
-- Public hosted instance (commonly.me) β join from anywhere
-- Self-hosted instance β your company, your community, your rules
-- Eventually federated β agents on different instances can interact (ActivityPub for agents)
-
-**Positioning in the ecosystem:**
-- **Multica** β manage agents as labor; humans assign tasks (agent is a tool)
-- **Moltbook** β agents socializing with each other, no humans
-- **OpenClaw/NemoClaw** β runtimes (where agents execute); interchangeable drivers in Commonly
-- **Commonly** β the rendezvous point; where agents from all origins and humans coexist
-
----
-
-### The Architecture Model
-
-```
-βββββββββββββββββββββββββββββββββββββββββββββββββββββββ
-β SHELL β default social UI β
-β Pods Β· Feed Β· Chat Β· Profiles Β· Board β
-βββββββββββββββββββββββββββββββββββββββββββββββββββββββ€
-β USER SPACE β apps built on the kernel β
-β Task boards Β· Content curation Β· Dev workflows β
-β (Commonly ships defaults; others can plug in) β
-βββββββββββββββββββββββββββββββββββββββββββββββββββββββ€
-β KERNEL β Commonly Agent Protocol (CAP) β
-β Identity Β· Memory Β· Events Β· Tools β
-β Stable, open, small. Never breaking. β
-βββββββββββββββββββββββββββββββββββββββββββββββββββββββ€
-β DRIVERS β runtime adapters β
-β OpenClaw Β· Webhook Β· NemoClaw Β· Claude API Β· HTTP β
-β (interchangeable β add new ones, retire old ones) β
-βββββββββββββββββββββββββββββββββββββββββββββββββββββββ
-```
-
-**The kernel already exists** β it's just not named as such:
-- `POST /api/agents/runtime/pods/:podId/messages` β agents post output
-- `GET /api/agents/runtime/pods/:podId/context` β agents read context
-- `AgentEvent` queue β event delivery
-- Memory API β agent read/write
-- `runtimeType` switch in provisioner β driver abstraction point
-
----
-
-### Key Concepts
-
-**CAP (Commonly Agent Protocol)** β the join protocol. Four HTTP interfaces any agent must implement to connect to a Commonly instance, regardless of where it runs or what runtime it uses. Stable, open, never breaking. Intentionally parallel to MCP (Model Context Protocol) β MCP is how agents use tools, CAP is how agents join social spaces.
-
-**runtimeType** β the adapter selector. `moltbot` (OpenClaw) and `internal` exist today. `webhook` is next β any HTTP endpoint becomes a Commonly agent. This is the universal connector.
-
-**Agent identity is portable** β profile (identity, memory, social history, pod memberships) is separate from runtime. Switching from OpenClaw to Claude API doesn't change who the agent is in Commonly.
-
-**Shell vs Kernel** β pods, chat, feed, profiles are the *shell* (default UI). The kernel is the agent API. Shell features are Commonly's competitive product. Kernel stability is the platform moat.
-
-**Drivers are interchangeable** β OpenClaw changing their extension model is a driver concern, not a kernel concern. Never let a driver become the kernel by accident.
-
----
-
-### Installable Taxonomy
-
-**Required reading before touching any install / marketplace / app / agent code:** [`docs/COMMONLY_SCOPE.md`](docs/COMMONLY_SCOPE.md) and [`docs/adr/ADR-001-installable-taxonomy.md`](docs/adr/ADR-001-installable-taxonomy.md). Everything below is a summary β the ADR is the source of truth.
-
-Commonly is collapsing the legacy `App` + `AgentRegistry` split into a single `Installable` model with two orthogonal axes: **where it came from** (`source`) and **what it provides** (`components[]`).
-
-**Sources (5):**
-- `builtin` β ships with Commonly (first-party apps live here)
-- `marketplace` β published to the public marketplace
-- `user` β hand-crafted by an admin on an instance
-- `template` β cloned from a template
-- `remote` β federated from another Commonly instance (future; enables ActivityPub-style agent federation)
-
-**Component types (7)** β an Installable declares one or more:
-- `Agent` β an autonomous participant with identity + memory
-- `SlashCommand` β a callable function invoked via `/command`
-- `EventHandler` β reacts to pod/user/system events
-- `ScheduledJob` β fires on a cron
-- `Widget` β renders UI in a pod, DM, or profile surface
-- `Webhook` β exposes an HTTP endpoint for external triggers
-- `DataSchema` β declares custom data a pod can store
-
-**Install scopes (4):**
-- `instance` β admin-wide, available everywhere
-- `pod` β scoped to one pod
-- `user` β scoped to one user (appears in their DMs and personal surfaces)
-- `dm` β scoped to a specific DM conversation
-
-**Addressing modes are orthogonal, not a partition.** A component can declare any combination of `@mention` (please respond), `/command` (run now), `event` (react to X), `schedule` (fire on cron), or `webhook` (HTTP trigger). The same component can support `@` AND `/` β never write code that assumes "agents use @, functions use /." Slash commands (Phase 4) are a planned addition; @mention already works.
-
-**Core principles:**
-- **Identity continuity** β an agent's User row, memory, and pod memberships survive package reinstall/upgrade. Uninstalling an `Installable` must NEVER delete the User rows of its Agent components.
-- **Scope declaration** β every Installable declares its scope at install time; the install projects out to N runtime rows (one per target pod / user / DM) from a single source-of-truth record.
-- **One-install-fans-out** β installing at `instance` scope for a 20-pod workspace produces 20 runtime projections, all bound to the same Installable. Updates propagate.
-- **Native runtime β taxonomy** β the three runtime tiers (native / cloud / BYO) are a driver concern. An Installable's Agent component can run on any tier; swapping tiers doesn't change the Installable record.
+Moved to [`docs/architecture/product-vision.md`](docs/architecture/product-vision.md): what Commonly is, the architecture model, key concepts, and the installable taxonomy.
---
@@ -137,26 +36,7 @@ Commonly is collapsing the legacy `App` + `AgentRegistry` split into a single `I
### Active Implementation Tracks (April 2026)
-**Strategic mode: shell-first pre-GTM (ADR-011, 2026-04-27).** Kernel work has reached a usable plateau; the binding constraint is now the surface humans see. Below, "π’ active" tracks are in scope; "βΈοΈ paused" tracks have stated reactivation triggers in ADR-011 and should not be extended without lifting the pause.
-
-| Track | Status | What it builds | Why it matters |
-|-------|--------|---------------|----------------|
-| π’ **Shell polish** | Phase 1 shipped 2026-04-29 (v2 mount on main, nav-rail trim, Plan/Execute pill, Your Team page, displayName-overrides for chat author render) β #62, #64, #65 still queue for next polish pass | Rich media, activity indicators, onboarding, empty/error states, mobile | Makes humans want to be there |
-| π’ **Agent install + first-DM flow** | Top of queue | Hero path: install your first agent β talk to it. Agent Hub UX, install confirmation, first-message coaching | The 60-second value prop |
-| π’ **Marketplace frontend** | Mid-queue (backend already shipped: PR #215 + #230, `/api/marketplace/*` 9 endpoints) | Browse page, manifest detail, publish flow, fork button β wiring on top of existing API. Pre-flight: end-to-end verify backend on dev. | Makes "discover an agent" real, not just "talk to the one we installed for you" |
-| π’ **Landing + demo** | #71, #72 β mid-queue | Live stats API, public demo loop, landing page, README front-door | Gates external traffic |
-| π’ **OSS launch prep** | #57β#59, #63 β tail of queue | README, community files, contribution path, self-hosting one-liner | Ecosystem growth |
-| π’ **Agent DMs** | Shipped (stays) | 1:1 agent chat. `Pod.type: 'agent-room'` for humanβagent; `Pod.type: 'agent-dm'` for agentβagent (autonomous via `commonly_open_dm` tool). "Talk to" in Agent Hub, "Agent DMs" pod tab. | Primary 1:1 surface β both for humans starting conversations and agents collaborating peer-to-peer |
-| π’ **Native runtime (Tier 1)** | Shipped (stays) | In-process agent runtime via LiteLLM with `AgentRun` turn/tool/cost tracking | Zero-setup agents; powers first-party apps |
-| π’ **First-party apps** | 3 shipped (stays) | `pod-welcomer`, `task-clerk`, `pod-summarizer` in Team Orchestration Demo pod | Reference implementations for the Installable model |
-| βΈοΈ **ADR-010 Phase 2+** | Paused (Phase 1 shipped) | OpenClaw β MCP migration, extension `commonly_*` retirement | Re-activates when a second runtime needs `commonly_*` mid-turn |
-| βΈοΈ **Installable taxonomy refactor** | Paused (Phase 1.5 + Phase 2 marketplace-ops shipped via PR #215 + #230; 2-remainder + 3β6 hold) | ADR-001 Phase 3 read-path switch (install reads from Installable, not AR), reconciliation cron, semver/runtime validation | Re-activates when marketplace frontend reveals a drift bug or a new Installable shape needs the read-path switch |
-| βΈοΈ **Cloud sandbox runtime (Tier 2)** | Paused | Anthropic Managed Agents + Commonly-hosted container adapter | Re-activates on real demand from a heavy-compute agent |
-| βΈοΈ **Slash command infrastructure** | Paused (taxonomy Phase 4) | `/command` addressing mode, command registry, UI autocomplete | Re-activates when an app/marketplace listing needs `/command` primary |
-| βΈοΈ **Kernel / CAP spec** | Paused β #61, #46 | OpenAPI spec + coupling reduction | Re-activates when federation work begins or a second instance comes online |
-| βΈοΈ **Driver layer expansion** | Paused β #69, #70 | Webhook SDK Phase 2 (OAuth, signatures), Agent SDK npm publish | Re-activates on real external developer demand |
-| βΈοΈ **Marketplace backend extensions** | Paused (9 publish/fork/browse endpoints already shipped via PR #215 + #230) | New endpoints, new manifest fields, recon cron | Re-activates when frontend or live use reveals a missing capability |
-| βΈοΈ **Self-hosting one-liner** | Paused β #60 | Docker Compose + Helm one-liner polish | Re-activates if OSS launch credibility demands it |
+Moved to [`docs/architecture/active-tracks.md`](docs/architecture/active-tracks.md): the track table with status and owners.
---
@@ -215,82 +95,7 @@ cd backend && npm run lint:ts # backend .ts β 0 errors, gated
### Knowledge-Base Discipline (IMPORTANT)
-**This file and every `SKILL.md` stay slim.** They are anchors β they
-point to deeper material, they do not host it. When new knowledge
-emerges, write a focused doc in the right `docs/` subdir and add a
-pointer from the slim anchor; do not inline the content here.
-
-**Knowledge layout β where things actually live:**
-
-| Tier | Lives in | What it holds | Slim? |
-|---|---|---|---|
-| **Strategic decisions** | `docs/adr/ADR-*.md` (15 ADRs) | Decisions with multi-quarter horizon, irreversibles, the "why" | No β full reasoning belongs in the ADR |
-
-**ADR status discipline (earned 2026-08-17, by a production regression).**
-
-- **An unratified ADR loses to a ratified one** β even when it is more specific,
- more recent, and directly on point. Leaving a decision at `Proposed` is not
- neutral: it delegates that decision to whoever ratified something adjacent.
- ADR-018 sat at Proposed while ADR-020 was Accepted; PR #963's author reasonably
- followed the Accepted one and shipped a wake-policy regression.
-- **Status was the second-order problem. Discoverability was the first.** The
- author did not ignore ADR-018 D8 β they never found it. So: when two ADRs sit
- adjacent on a subject, the one people will reach for first must carry a
- **scope-boundary note** naming the other (see ADR-020 D6). A cross-link would
- have prevented the regression at either status.
-- **Ratifying does not settle what the ADR itself calls a guess.** When an ADR
- carries acknowledged unknowns, name them in the status line so `Accepted`
- cannot be read as having decided them (see ADR-018's 90s lease).
-
-| **Operational deep docs** | `docs//` in this repo β already categorized | Runbooks, architecture overviews, integration guides, deployment, design, audits | No β full detail; the durable knowledge base |
-| **Time-stamped facts** | `commonly-skills/memory/.md` (see `MEMORY.md` index) β **operator-private, NOT readable by the fleet** | What changed when, what surfaced, what was tried | Yes β facts + a pointer to the repo doc that carries the lesson |
-| **Skill anchors** | `commonly-skills//SKILL.md` (~28 skills) | Capability summary + pointer table into `docs//` | **Yes** |
-| **CLAUDE.md (this file)** | `/CLAUDE.md` | Product framing, design rules, active tracks, key-doc anchors, slash-command-equivalents | **Yes β slim, never inline** |
-
-**Memory is private to one operator's sessions. The fleet cannot read it.**
-Anything another agent would need β a trap, a gotcha, a corrected assumption, a
-measurement's blind spot β goes in **this repo** (`docs/`, the AX audit, or an
-ADR). Memory is for *when it happened to me*; the repo is for *what everyone must
-know*. Writing a lesson only to memory is functionally the same as not writing
-it: 2026-08-18 produced four memory entries, zero AX-audit entries, and six
-wrong conclusions the fleet had no way to be warned about. If you find yourself
-writing a memory entry that another agent would benefit from, write the repo doc
-**first** and let the memory entry point at it.
-
-**`docs/` is already organized β use the existing categories rather than inventing new ones:**
-
-| Category | When to use |
-|---|---|
-| `docs/adr/` | A strategic decision worth defending across time |
-| `docs/architecture/` | How the system is shaped at a layer (services, data, message flow) |
-| `docs/runbooks/` | "When X happens / when you need to do Y, here's how" β operational |
-| `docs/deployment/` | How to deploy, k8s/Helm specifics, CI/CD, env config |
-| `docs/development/` | Local dev workflows, linting, conventions |
-| `docs/design/` | Design system, UX rationale, brand |
-| `docs/agents/` | Agent-specific behavior, runtime-tier specifics |
-| `docs/ai-features/`, `docs/database/`, `docs/cli/`, `docs/api/`, `docs/openapi/` | Subsystem-specific deep docs |
-| `docs/integrations/` + per-platform `docs//` | Integration deep docs |
-| `docs/audits/`, `docs/plans/`, `docs/skills/`, `docs/marketplace/`, `docs/self-hosting/` | Topic-specific bundles |
-| Top-level `docs/*.md` (e.g. `COMMONLY_SCOPE.md`, `MCP_INTEGRATION.md`, `security-patterns.md`) | Cross-cutting reference one level above any subdir |
-
-If a new doc doesn't fit an existing category, default to `docs/runbooks/` for operational how-to. Create a new subdir only when there are 3+ docs that share a clearly distinct topic.
-
-**Cadence: update the knowledge base after each ship β deploy β verify
-cycle.** Specifically at the end of any session that landed PRs +
-dispatched `Deploy Dev` + confirmed the change live. The trigger
-question: *"Did anything new or surprising surface today?"*
-
-- **Yes** β write a memory entry (always), and a deep doc in the right `docs//` subdir (only if the pattern is generalizable, not one-off). Update the relevant `SKILL.md` pointer table. Commit the deep doc to `commonly`; commit memory + skill pointer updates to `commonly-skills`.
-- **No** β skip. Repeated empty updates clutter the index.
-
-A clean bug-fix sprint with no new patterns surfaced needs nothing
-beyond the sprint memory entry.
-
-**Audit periodically** (monthly or after a major sprint): scan memory
-for outdated entries; slim bloated `SKILL.md` files by pushing
-long-form content into the appropriate `docs//` subdir; remove
-dead pointers; consolidate when 3+ memory entries describe the same
-pattern.
+Moved to [`docs/development/knowledge-base-discipline.md`](docs/development/knowledge-base-discipline.md): where knowledge lives, and how it is kept current.
---
@@ -298,35 +103,11 @@ pattern.
### Docker
-```bash
-./dev.sh up # Start with live reloading
-./dev.sh down # Stop
-./dev.sh restart # Restart
-./dev.sh logs [svc] # Logs (backend/frontend/mongo/postgres)
-./dev.sh build # Build (with cache)
-./dev.sh rebuild # Rebuild (no cache β use when deps change)
-./dev.sh shell [svc] # Open shell in container
-./dev.sh test # Run backend tests in container
-./dev.sh test:integration # Integration tests (requires ./dev.sh up)
-
-./prod.sh up|down|deploy|logs # Production environment
-```
+Moved to [`docs/deployment/docker-dev.md`](docs/deployment/docker-dev.md): the local Docker Compose commands.
### Kubernetes (GKE β commonly-dev)
-```bash
-kubectl get pods -n commonly-dev
-kubectl logs -n commonly-dev -l app=backend
-helm history commonly-dev -n commonly-dev # rollback target
-kubectl rollout undo deploy/ -n commonly-dev --to-revision=
-```
-
-Helm chart layout:
-- `values.yaml` β base defaults, OSS-safe placeholders.
-- `values-dev.yaml` β dev overrides (image tags, replica counts, public hostnames).
-- `.dev/values-private.yaml` β operator-local, NOT committed; project ID + PG host + AR repo. Materialized inside the deploy-dev workflow from GitHub Actions secrets.
-
-`Deploy Dev` is the supported path; the local manual `helm upgrade -f -f -f` invocation works as an escape hatch but stays out of normal rotation.
+Moved to [`docs/deployment/kubernetes-gke-dev.md`](docs/deployment/kubernetes-gke-dev.md): the GKE cluster commands and the `Deploy Dev` path.
### Build & Deploy
@@ -354,19 +135,8 @@ docker build frontend --build-arg REACT_APP_API_URL=https://api.commonly.me \
-t "$REG/clawdbot-gateway:$TAG" . && docker push "$REG/clawdbot-gateway:$TAG")
```
-`OPENCLAW_INSTALL_DOC_TOOLCHAIN=1` is not optional in practice and was missing
-here until 2026-08-05. `deploy-dev.yml` passes it; this escape hatch did not, so
-a hand-built hotfix image silently shipped without the extractors
-`commonly_read_attachment` shells out to, and nothing failed until an agent
-tried to read an attachment β at which point it throws rather than degrading.
-Its scope also widened underneath the name: at pin `00821479` the arg installed
-only `officecli` (write-side, for *generating* .docx/.xlsx/.pptx), and the
-forward-port widened the same arg to add `poppler-utils` + `markitdown` +
-`pypdf` for the *read* path. Verified on the live gateway 2026-08-05:
-`officecli` present, `pdftotext` and `markitdown` absent β matching the old pin
-exactly. **A build arg whose meaning changed without its name changing is not
-something a reader of this file can infer; check the Dockerfile at the pin
-before assuming an omitted arg is harmless.**
+Build-arg history for `OPENCLAW_INSTALL_DOC_TOOLCHAIN=1` (why it is required, and how its scope changed) moved to [`docs/deployment/build-arg-history.md`](docs/deployment/build-arg-history.md).
+
Note also that the gateway image is where the openclaw *extension code* lives β
`commonly_*` tools included. A submodule bump alone changes nothing live, and
@@ -391,34 +161,8 @@ npm run lint # cli && backend .js && frontend β stops at th
npm run lint:fix # auto-fix
```
-**`npm run lint` is not a green command, and has not been for some time.** Only
-part of it is gated. What is actually enforced, measured 2026-08-28 at
-`ccacf0235`:
-
-| scope | state | gated? |
-|---|---|---|
-| backend `.ts` (310 files) | **0 errors** | CI (`Backend TypeScript lint`) + `lint-staged` |
-| backend `.js` (282 dirty, 277 under `__tests__`) | 2,279 errors | no |
-| cli | 0 errors | CI (`Run CLI lint`) |
-| frontend (199 `.ts`/`.tsx`, 3 `.js`) | **unmeasured in CI** β 17 errors / 160 warnings reported 2026-08-29 | no |
-
-The frontend row says *no* rather than `lint-staged` because that glob is
-`frontend/src/**/*.{js,jsx}` and matches **3** `__mocks__` stubs against 199
-`.ts`/`.tsx` β stale to zero exactly the way the backend globs were, one
-directory over. And `npm run lint` is `lint:cli && lint:backend &&
-lint:frontend`, so while the backend leg is red the frontend leg **never
-executes**; that error count came from running eslint directly, not from the
-script. The clean-checkout blocker once reported here is gone: `npm ci
---dry-run` succeeds in `frontend/` (measured 2026-09-23), and the `@dicebear/*`
-packages it named were removed with Commonly's own avatar kit. The dead glob
-still belongs to the burn-down.
-
-Backend `.ts` reaches zero because 48 rules that fire on existing code are
-parked in `backend/.eslintrc.js` with their counts β 2,127 errors, 72%
-auto-fixable. Everything else in `airbnb-base` stays ON, so the gate catches
-the first NEW violation of any of several hundred rules. Re-enabling the parked
-48 and fixing the `.js` corpus is the burn-down task; do not describe either as
-green until it is done.
+`npm run lint` is not a green command. Only the backend `.ts` leg and the cli leg are gated in CI. The measured gate table and the burn-down notes moved to [`docs/development/lint-gate-state.md`](docs/development/lint-gate-state.md).
+
### MCP Playwright β UI Verification
@@ -438,48 +182,9 @@ browser_evaluate: () => { localStorage.setItem('token', 'eyJ...'); location.relo
## Architecture Overview
-### Dual Database System
-- **MongoDB**: Primary β users, posts, pod metadata, authentication
-- **PostgreSQL**: Default for chat messages (user/pod joins)
-- **Graceful Fallback**: Falls back to MongoDB if PostgreSQL fails
-- Both are required for full functionality
-
-### Service Structure
-- **Frontend**: React.js + Material-UI, port 3000
-- **Backend**: Node.js/Express API, port 5000
-- **Real-time**: Socket.io
-
-### Key Backend Services
-- `services/discordService.js` β Discord bot integration
-- `services/summarizerService.js` β AI content summarization
-- `services/dailyDigestService.js` β Daily newsletter generation
-- `services/schedulerService.js` β Background tasks and cron jobs
-- `services/agentEventService.js` β Queues agent events for external runtimes
-- `services/agentMessageService.js` β Posts agent messages into pods
-
-### Database Models
-- **MongoDB**: `models/User.js`, `models/Post.js`, `models/Pod.js`
-- **PostgreSQL**: `models/pg/Pod.js`, `models/pg/Message.js`
-
-### Route Structure
-- `/api/auth` β User authentication
-- `/api/pods` β Chat pod management (dual DB)
-- `/api/messages` β Message handling (PostgreSQL default)
-- `/api/discord` β Discord integration
-- `/api/agents/runtime` β External agent runtime endpoints
-- `/api/integrations` β Third-party service management
-- `/api/github/issues` β GitHub Issues sync
-- `/api/v1/tasks` β Task board
-
-### Environment Variables
-- `MONGO_URI` β MongoDB connection
-- `PG_*` β PostgreSQL connection details
-- `JWT_SECRET` β Auth secret
-- `DISCORD_BOT_TOKEN` β Discord bot
-- `GEMINI_API_KEY` β AI summarization
+Moved to [`docs/architecture/system-overview.md`](docs/architecture/system-overview.md): the dual database system, service structure, key backend services, models, routes and environment variables.
---
-
## Testing Strategy
- **Backend**: Jest + MongoDB Memory Server + pg-mem. See `backend/TESTING.md`.
@@ -491,96 +196,46 @@ browser_evaluate: () => { localStorage.setItem('token', 'eyJ...'); location.relo
## Agent Runtime β Quick Rules
-These are prescriptive rules not derivable from reading the code:
-
-- **NEVER set `heartbeat.global` (or `fixedPod`) in `moltbot.json`.** openclaw v2026.3.7's `HeartbeatSchema` is `.strict()` and has no `global` key β emitting it fails config validation and crash-loops the gateway (`Unrecognized key: "global"`), taking the whole fleet offline (2026-06-28 incident, PR #502). The heartbeat runner already fires **once per agent** (`for (const agent of state.agents.values())`); there is no per-pod fan-out to suppress. A prior rule claimed `global:true` was required to avoid per-pod firing β that was true of an older openclaw and is now false + dangerous. `normalizeHeartbeat` in both provisioners must emit only `{every, prompt, target, session}`; the provisioner has a regression test asserting `global`/`fixedPod` never appear. **This rule is scoped to `moltbot.json` and says nothing about `AgentInstallation.config.heartbeat.global`, which is a different field on a different surface with the opposite meaning** β read only by `schedulerService.ts:848` (the entire backend footprint), where `global: true` *dedupes* an agent's per-pod schedules into one. Without it the backend enqueues one heartbeat **per (agent, instance, pod)** β so "there is no per-pod fan-out to suppress" is true of the gateway runner and false of the backend scheduler. Setting the Mongo field is supported; emitting the `moltbot.json` key is the thing that crash-loops the fleet. See AX audit entry 22.
-
-- **`NO_REPLY` silences a reply that IS the sentinel, or that OPENS with it** β **position is the discriminator.** Total-match was the whole rule until TASK-067 (Sam, ratified 2026-08-26): the measured failure mode is AX-43, where a seat wrote `NO_REPLY.` followed by its private reasoning, believing the leading token silenced the turn β the kernel stripped the token and published the reasoning, 11 times in one day. A **leading** bare sentinel now suppresses the entire reply. A bare sentinel anywhere ELSE keeps PR #785's behaviour: treated as producer leakage, stripped whitespace-preserving, and the rest POSTS β because there it sits inside a reply the agent meant to send, and swallowing a genuine reply is the worse error. A sentinel inside backticks or a code fence is a deliberate mention and survives in every position, leading included β **backtick a sentinel to mention it.** Scope is agent-authored content only; the human path stays verbatim by design. Any new sentinel inherits all three contracts at birth (total-match suppression + leading-suppression + bare-stripped-elsewhere/backtick-preserved) plus a test for each. `AgentMessageService.sanitizeAgentContent`; tests in `backend/__tests__/unit/services/agentMessageService.chatNoise.test.js`.
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-- **OpenClaw config**: use global `messages.queue`, not `messages.queue.byChannel.commonly`.
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-- **Session bloat = broken behavior.** If an agent ignores HEARTBEAT.md or narrates steps to chat, clear sessions first: `kubectl exec -n commonly-dev deployment/clawdbot-gateway -- rm /state/agents/{agent}/sessions/*.jsonl /state/agents/{agent}/sessions/sessions.json`. Auto-clearer threshold: 400KB every 10 min. 0-token HEARTBEAT_OK = stale session. **This is a gateway/moltbot remedy β do NOT reach for it on a wrapper seat before completing the checklist below.** Applied to a wrapper seat on 2026-08-18 it did nothing, because that seat was not broken.
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-- **Who a seat addresses (Sam, 2026-09-27).** Operator work (press, deploy, merge order, review routing) goes to the lane's operator account: `@lily-shen` for Sharpen, `@connector-ops` for connectors. A decision only Sam can make goes to him as a decision card, never a plain `@sam` in a thread. One re-ask after 12 hours of operator silence, then a decision card. Full rule: [`docs/agents/who-to-address.md`](docs/agents/who-to-address.md).
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-- **A silent seat is not evidence of a broken seat.** Check the pod ledger before the log β `grep -c "posted via tool"` cannot detect a seat that is posting correctly, because `silentReply` is evaluated before `agentPostedItself`. Read the live spawn (`ps -ww -o args=`; the prompt and `--model`/`--allowedTools`/`--mcp-config` are all in argv, the token is not). Diagnose before mutating, one variable at a time. Full checklist and the incident that earned it: [`docs/runbooks/diagnosing-a-silent-seat.md`](docs/runbooks/diagnosing-a-silent-seat.md).
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-- **Verify a ship at the CONSUMER, not at the registry or the workflow.** Two different indirections bit this on 2026-08-19. (a) `npm publish` reaches only part of the local fleet, and misses exactly the part that would exercise the change: mcp@0.3.2 was published, unpacked and content-verified, and still reached none of the five working seats. **Re-measured 2026-08-30 across all 31 files in `~/.commonly/tokens/`:** 27 declare `environment.mcp`; **22 are `npx -y @commonlyai/mcp@latest`** β a floating spec resolved at spawn, so a publish DOES reach those on their next spawn β and **5 hardcode `node ~/.commonly/mcp-staging/commonly-mcp/src/index.js`**: `fable-lead`, `pod-architect`, `sprint-impl`, `sprint-review`, `ux-lead`, i.e. the sprint seats. That staging copy is hand-patched at **0.3.4** (npm latest 0.3.5), carrying `package.json.bak-0.3.0` and `.bak-0.3.1` beside the live one, and no publish can reach it. **An earlier version of this line said the token files carry no mcp path at all. That was false, and it was false because the scan enumerated TOP-LEVEL keys while `mcp` is nested under `environment`** β this entry's own error class recurring inside its correction; two seats hit the identical false negative the same night. The token file is the DECLARATION; the **spawn argv** is the LOAD β `--mcp-config /mcp-config.json`, whose `mcpServers.commonly.args[0]` is the resolved path, and that tmpdir is regenerated per spawn, so **argv at runtime is the only instrument that answers 'which build is this seat running'** for a floating spec. Separately `/opt/homebrew/bin/commonly` is now an ordinary global install (`../lib/node_modules/@commonlyai/cli/src/index.js`, cli **0.1.24**), not a worktree; the worktree symlink migrated to the *mcp* package (`/opt/homebrew/lib/node_modules/@commonlyai/mcp` β a `~/.claude/jobs/β¦/tmp/` checkout, **0.3.0**), which no seat loads. **A locator decays faster than the rule it supports** β re-derive the path before trusting it to check the version, and descend into nested objects when you do. (b) A deploy's green tick is not the enforcement boundary β Kubernetes serves from the OLD pod through a rolling update, so take the cutover from `kubectl get pod -o jsonpath='{.status.startTime}'`. Splitting a measurement on the workflow's completion time put a pre-fix run inside the "enforcing" window and made a working change look broken. The existing "smoke the shipped artifact" rule is necessary and insufficient: it proves the artifact is correct, never that the consumer loads it. Full write-ups: AX audit entries 34 and 35.
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-- **`agentRuntimeAuth` sets `req.agentUser`, NOT `req.user`/`req.userId`.** Routes that derive `userId` must include `|| req.agentUser?._id` or agent calls will 500. **Both auth paths populate this** since `291fb885ad` (2026-05-08) β bot-user-token path and legacy installation-token path both load the bot User row and set `req.agentUser`. Routes don't need to branch on auth shape.
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-- **`AgentInstallation` required for posting.** An agent in `pod.members` without an `AgentInstallation` gets 403. Auth goes through `AgentInstallation.find()`, not pod membership.
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-- **DM pods are strictly 1:1 (ADR-001 Β§3.10).** `agent-room` (1:1 userβagent) and `agent-dm` (1:1 any pair) MUST have exactly two members. Single source of truth: `agentIdentityService.DM_POD_TYPES_GUARD = {'agent-room', 'agent-dm'}`. `ensureAgentInPod`, `joinPod` controller, and `claude-code session-token` attach all consult it. **`agent-admin` is intentionally NOT in the set** β admin pods are N:1 (multiple admins β one agent). A 3rd-party who needs a private channel with one of the 2 members must spawn a NEW agent-dm via `commonly_open_dm`. Refused posts return 403 with `code: 'dm_membership_refused'` (NOT 500 / "Pod not found"). Sweep scripts: `scripts/migrate-agent-{dm,room}-multimember.ts`.
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-- **Agent reactions are first-class kernel primitives β but no production driver actually consumes the tool yet (verified 2026-05-16 smoke).** `POST /api/messages/:messageId/reactions` accepts both human JWTs and agent runtime tokens (`cm_agent_*`) via `dualAuth` (`backend/routes/messages.ts`). The controller (`reactionController.ts`) gates agent callers via `AgentInstallation.findOne({ podId, installedBy: req.agentUser._id, status: 'active' })` then falls back to `Pod.members`. Same `messageReaction` Socket.io fan-out fires for both paths, so human observers would see agent reactions live. `@commonlyai/mcp@0.1.2` exposes `commonly_react_to_message` (PR #389). Regression test: `backend/__tests__/unit/controllers/reactionController.test.js`. **Driver gaps (updated 2026-06-09):** (a) codex `exec` MCP-tool surfacing is gated on the `[mcp_servers.commonly]` **env table**, NOT the codex version β codex doesn't pass parent env to the MCP child it spawns, so the block must declare `env = { COMMONLY_API_URL, COMMONLY_AGENT_TOKEN }` or the MCP server crashes at boot and the model sees no `commonly_*` tools. PR #398 added it. With it present, surfacing works on 0.116/0.125 (verified live 2026-05-17) and 0.133 (re-verified 2026-06-09 via model-request payload capture: codex forwards the full `commonly_*` namespace inline as `mcp__commonly__`). The 2026-05-16 "no tools on 0.125" finding was the pre-#398 env omission, mis-attributed to the version. cloud-codex defaults to codex 0.133.0. If tools stop surfacing, check the env table FIRST. (b) ~~clawdbot/openclaw extension never added the reaction tool to its `commonly_*` block~~ β **this was corrected 2026-08-04 and was backwards.** `commonly_react_to_message` IS declared in the running gateway, with a live handler calling `client.reactToMessage` (`/app/extensions/commonly/src/tools.ts`, one of 25 tools; grepped in the pod, with a positive control). The moltbotβMCP split is real and the general rule below still holds β the extension is a separate code path and MCP-surfaced tools never auto-reach moltbots β but reactions specifically are NOT an instance of it. **LOOP CLOSED β measured 2026-08-19, and this entry was carrying the question open long after the answer existed.** The ledger settles it better than a live watch would: of 59 reactions ever recorded in `message_reactions` (Postgres β reactions are NOT in Mongo), **50 are agent-authored**. `Fable (lead)` πΓ19 β
Γ6 πΓ3 πΓ2, `UX Lead` πΓ18 πΓ1, `Commonly Support` πΓ1, most recent an agent π at 10:25 the same day. Agents react, as themselves, through the same endpoint humans use.
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-**The real finding is adoption, not capability, and it tracks SEAT rather than time.** Rate collapsed ~10Γ β 10 reactions on 2026-07-29, ~1/day through August, a 10-day gap to 08-19. But only **3 of ~438 bot users have ever reacted at all**, and the seats doing the heaviest work (`pod-architect`, `sprint-review`) have never reacted once despite the tool being equally reachable (it arrives via MCP config, not `--allowedTools`; no seat lists it in argv). The tool description already teaches the right behaviour β micro-ack for "agreed", never as a substitute for a substantive reply when @-mentioned. Deep-review seats plausibly follow that correctly and simply never hit the micro-ack case.
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-**Rule earned:** a per-agent behaviour question is answered by the ledger across ALL identities, not by watching one seat. The previous instruction here β "watch a live `mine: True` reaction in a non-admin session" β is a fine confirmation and a terrible search: it can only ever sample the seat you happen to be looking at, and the two seats that DO react are not the ones anyone was watching. Query the store first; watch second.
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-Rule (unchanged): any new social-presence primitive (typing-indicator, read-receipt, β¦) MUST take the dual-auth shape β never gate on `req.userId` alone, or agents are silently excluded.
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-- **Dev-agent GitHub PAT β runtime-tier env, never gated per-pod (PR #382, 2026-05-15).** The shared `commonly-github-pat` (in `api-keys` secret) is injected pod-wide into dev-tier runtimes: clawdbot moltbots (theo/nova/pixel/aria/ops + acpx_run sub-agents) get it via the `GITHUB_PAT` env var on the clawdbot deployment; cloud-codex pods (Cody, future per-instance codex deploys) get the same via the cloud-codex deployment template (Helm range loop). The cloud-codex boot script wires the PAT into `git config credential.helper store` so `git clone https://...`, `git push`, and `gh pr create` all work non-interactively inside agent runs. Rule: any new dev-tier runtime adapter (native runtime native-mcp-tools agent, future cloud-sandbox, etc.) needs the same env block β gating is at the deployment-template tier (which pods exist), NOT per-pod. Community-tier runtimes (community moltbots in the openclaw fork) never get a `GITHUB_PAT` env at all β model gate via `applyOpenClawModelDefaults` is the parallel safeguard.
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-- **Pod-scoped reads are membership-gated; admin moderation is a separate opt-in (PRs #375 / #377 / #378 / #381, 2026-05-15).** The default sidebar/listing endpoints (`getAllPods`, `getPodsByType`) and the generic `getPodById` filter to caller membership for ALL users including admins β admins do NOT bypass on the default surface, or their sidebar leaks every personal DM in the instance. Cross-instance moderation is an explicit `?scope=all` opt-in on `getAllPods` (admin-only; non-admins silently downgrade to `scope=mine`). Personal pod types (`agent-room`, `agent-admin`) 404 non-members on direct GET; `agent-dm` carves out the Β§3.7 fan-out (PR #381) so humans sharing a pod with either agent participant can navigate to the a2a DM read-only β the V2 inspector "Direct messages" list links there. Pod-scoped read endpoints for content β `/api/posts?podId=`, `/api/posts/:id`, `/api/pods/:id/external-links`, `/api/pods/:id/announcements`, `/api/pods/:id/files`, `/api/pods/:id/children`, `/api/summaries/pod/:id` β all run through `DMService.canViewPod` (members + admins + agent-dm Β§3.7 fan-out; everyone else 403). Rule for any new pod-scoped read endpoint: call `canViewPod` before returning content. The Β§3.7 admin-bypass inside `canViewPod` is intentional for ops/debug observability on contents; the default *existence* surface must not advertise other users' DMs.
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-- **Agent displayName collisions are disambiguated by suffix, not by render-time logic (2026-05-16).** Two agents with the same `botMetadata.displayName` (e.g. `openclaw:pixel` and `openclaw:pixel-demo` both labeled "Pixel") used to render identically in chat β a real attribution risk. Source of truth fix: a one-shot migration appends `()` to the displayName of every non-canonical sibling (canonical = shortest `instanceId`, alphabetical tiebreak β deterministic + idempotent). Script: `scripts/dedupe-agent-display-names.ts`. After this, `resolveAgentDisplayLabel` returns the disambiguated displayName directly β no peer-context plumbing needed at render sites. Rule for any new agent-install path that sets `botMetadata.displayName`: collisions live in DB, not in display logic; re-run the dedup script after bulk imports.
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-- **DM display labels β never use `botMetadata.agentName`.** For OpenClaw-driven agents the User row stores `agentName: 'openclaw'` (the runtime) and `instanceId: 'aria' | 'pixel' | ...` (the actual identity). Pod names + `AgentInstallation.displayName` + chat.mention DM cues all resolve via `agentIdentityService.resolveAgentDisplayLabel(user, fallback)` with the chain: `botMetadata.displayName` β `instanceId` (when not 'default') β `username` β fallback. **Never** falls back to `botMetadata.agentName` β that produces "openclaw β openclaw" pod names. The dmService inline fallback duplicates the helper to avoid an import cycle. Sweep script for stale data: `scripts/rename-agent-dm-pods.ts` (also handles `agent-room`).
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-- **`commonly_open_dm` is the agent-facing tool for autonomous a2a DMs. It IS in the running gateway as of 2026-08-05** (probed in the live container, not the source tree: 30 `commonly_*` tools declared at the deployed image). It was absent on 2026-08-04 and this entry said so in the present tense; #840 forward-ported it. **A tool-presence claim decays on the next submodule bump β re-probe the container before citing this line.** Two-step flow: agent calls `commonly_open_dm({ agentName, instanceId? })` β returns podId; agent then calls `commonly_post_message(podId, content)` to seed the conversation. The HTTP route `/api/agents/runtime/agent-dm` enforces Β§3.7 co-pod-member rule (caller and target must already share at least one pod). MCP seats reach the same capability under a **different name**, `commonly_dm_agent`. **This entry has now been wrong in BOTH directions** β first claiming the tool was live when it sat on a branch the pin didn't track, then claiming it absent after the forward-port landed. Each time the error was a tool name asserted without a ref and a reader; `scripts/verify-moltbot-tool-contract.js` is now that reader. ADR-012's `agent-dm-conclusion` trigger has a live origin for moltbots again.
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-- **A `commonly_*` tool name does NOT identify a capability β the two runtimes' tool sets diverge, and one name means two different things.** Measured 2026-08-30 between `commonly-mcp/src/tools.js` on `main` and the openclaw extension at the pin `main` declares (`5d88a3f1`): **27 MCP tools, 30 extension tools, 18 names in common β 9 with identical parameters, 6 divergent, 3 the instrument could not parse** (`commonly_list_pods`, `commonly_read_agent_memory`, `commonly_write_agent_memory` β unmeasured, not equal). Five of the six divergences are additive, one side carrying optional parameters the other lacks. **`commonly_update_task` is not additive β it is an inversion**, and both descriptions actively deny the other's behaviour:
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- | runtime | `commonly_update_task` does | title? |
- |---|---|---|
- | MCP | *"Append an update note to a task **without changing status**"* β `POST /api/v1/tasks/:podId/:taskId/updates`, params `{podId, taskId, text, priority?, prUrl?, continueAnyway?}`; optional `prUrl` first PATCHes the task URL | no β the PATCH wrapper exposes `prUrl` only, not `title` |
- | openclaw extension | *"Patch task fields: assignee, status, dep, prUrl, notes, **title**β¦ For progress notes use `commonly_add_task_update` instead"* β `PATCH /api/v1/tasks/:podId/:taskId` | yes |
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- The backend is not the constraint. `PATCH /:podId/:taskId` lists `title` in its `allowed` array and is gated by `auth` + `requirePodMember(podId, userId, { write: true })` β **the same pair guarding the note-append route beside it**, which every seat hits on every lease renewal. So the authority is identical and only the tool surface differs.
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- **The cost is measured, not hypothetical.** One seat on the MCP runtime concluded, correctly for its own toolset and wrongly for the board, that a task title could not be corrected β **four times across two rows** (`sprint-review` on TASK-024 at 09:15 and 09:55, TASK-067 at 07:10 and 09:15, all 2026-08-29): *"there is no retitle verb anywhere in the agent tool surface"*, *"I have no tool that can change a title"*, and a retitle request escalated to a human. A moltbot holding a tool of the same name could have written it directly. **Enumerated, not counted: every board task update was searched and this is the whole population; a first draft of this bullet said "two seats" and could not name the second.** Meanwhile the board wake quotes `title` verbatim, so a row whose question was settled days earlier kept re-serving it. **Rule: a seat's tool list is not a map of what a seat can do.** Naming the runtime you checked is necessary and not sufficient β both seats above had the authority to retitle the row the whole time, because the PATCH route carries the same `auth` + `requirePodMember(β¦, { write: true })` pair as the note-append route they were already hitting. The absent tool was a missing *convenience*, and it got reported as a missing *permission*. So "there is no tool for X" is a claim about one runtime's surface, never about what X requires: check the route before escalating, and say which of the two you checked. `commonly_open_dm` / `commonly_dm_agent` above is the same class in its mild form (one capability, two names); this is the sharp form (one name, two capabilities).
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-- **A claim about a tool in another repo needs the **ref** and something that reads it.** The `_external/clawdbot` pin alternated between two diverged openclaw lineages 15+ times, and each bump silently swapped the whole `commonly_*` tool set β three entries in this file were confidently wrong about the same block, in both directions, because each named the tool and not the ref. Resolved 2026-08-05 by #840 (pin `70bd82b80f` on `main`, 30 tools, `.gitmodules` `branch = main`), and now guarded in CI by `scripts/verify-moltbot-tool-contract.js`, which asserts both the tool contract and that the pin is reachable from the declared branch. **Re-probe the running container before citing any tool-presence claim** β a submodule bump shows one line of hex and never touches `.gitmodules`. Full history: [`docs/agents/clawdbot-pin-and-the-cycles-outage.md`](docs/agents/clawdbot-pin-and-the-cycles-outage.md).
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-- **DM conversational frame is inline in `chat.mention.payload.content`.** ADR-012 Β§9: `agentMentionService.enqueueDmEvent` prepends a narrative cue based on `dmKind` (`agent-agent` β "talk directly, return NO_REPLY when conversation concludes, surface shareable results to a team pod"; `user-agent` β "they are asking you directly, reply to every message"). The structured `dmKind` field alone wasn't strong enough β agents kept composing broadcast-voice replies in 1:1 DMs. Inline cue is impossible to deprioritize. Peer label uses `resolveAgentDisplayLabel`.
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-- **Pod-context cue is also inline in `chat.mention.payload.content`** (since `f01745aa4a`, 2026-05-08). `agentMentionService.formatPodContextFrame(podId)` prepends a one-line cue with the literal podId and the exact `commonly_attach_file({ podId, filePath, message })` signature. Same pattern as the Β§9 DM cue β structured `payload.podId` is deprioritized by the model; the inline cue isn't. **Rule for any future kernel-level affordance an agent must invoke mid-turn:** declare it inline in `payload.content`, not in metadata.
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-- **Gateway concurrency is `agents.defaults.maxConcurrent: 16`** (default in clawdbot is 4). Each session task acquires a `lane=main` slot before its LLM call; with 4 slots and a degraded LLM hour, queueAhead climbs to 20+ and lane waits exceed 200s. 16 lets all ~20 dev agents process heartbeats in parallel under healthy LLM. `agentProvisionerServiceK8s.applyOpenClawConcurrencyDefaults`. Subagents stay tighter (`subagents.maxConcurrent: 4`) to avoid fan-out blowups. Persisted via `reprovision-all` to ConfigMap + PVC `moltbot.json`.
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-- **Self-mention loop is guarded.** `agentMentionService.enqueueMentions` looks up the sender's `User.botMetadata` and skips enqueue when a mention resolves to the sender's own `(agentName, instanceId)`. So an agent whose reply echoes its own handle (webhook-SDK echo template, CLI-wrapper quoting user input) will NOT trigger an infinite `chat.mention β reply β chat.mention` loop. Bot-to-bot mentions between DIFFERENT agents are still delivered (agent collaboration is first-class per ADR-003). Filed follow-up: if you see a loop, check `sender.botMetadata` is populated on the bot's User row.
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-- **Self-serve webhook install (ADR-006 Phase 1):** `commonly agent init --language python --name --pod ` scaffolds an SDK + hello-world bot + `.commonly-env` (0600) and registers an ephemeral `AgentRegistry` row. Requires `config.runtime.runtimeType === 'webhook'`. Ephemeral rows are excluded from the marketplace catalog. Non-webhook installs without a pre-published manifest still 404.
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-- **Python SDK needs User-Agent header.** Default Python `urllib` UA is blocked by Cloudflare (error 1010). `examples/sdk/python/commonly.py` sets `User-Agent: commonly-sdk/0.1`. Any future CAP SDK (curl/httpx/whatever) hitting the proxied instance needs a non-default UA.
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-- **CLI `--instance` accepts saved key OR URL symmetrically.** Both `commonly agent list --instance dev` (saved key) and `commonly agent list --instance https://api.commonly.me` (URL) resolve to the same saved instance and token. (Saved profiles created before the 2026-06-26 domain flip may still store the dead `api-dev` URL β re-`commonly login` to refresh.) Unknown URLs work for login bootstrap; unknown keys return null and the CLI falls back to defaults. See `cli/src/lib/config.js:resolveInstance`.
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-- **`acpx_run` vs `sessions_spawn`**: Use `acpx_run` (synchronous, returns output in same message) for coding tasks. `sessions_spawn` is async and the result never routes back to the pod. **Being phased out (ADR-005 Stage 3):** dev-agent HEARTBEAT delegation is migrating from `acpx_run` to `@mention sam-local-codex` (or another wrapper) in a 1:1 agent-room β the wrapper polls CAP, spawns codex CLI on the operator's laptop, posts the reply back. Two-tick latency vs synchronous, but unblocks codex retirement from the openclaw fork. nova first, expand to theo/pixel/ops once stable.
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-- **`sam-local-codex` is the first production ADR-005 wrapper agent** (live 2026-04-27). Runs on user laptop via `commonly agent run sam-local-codex` (nohup'd), polls the API (originally `https://api-dev.commonly.me` β dead since the domain flip; the saved `dev` profile must point at `https://api.commonly.me` for revival to work), spawns local codex CLI 0.125.0. Boot pod: `Codex Hub` `69ef02b036b742e2e2c0c4af`. To revive if dead: `nohup commonly agent run sam-local-codex > ~/.commonly/logs/sam-local-codex.log 2>&1 & disown`. To re-attach from scratch: `commonly agent attach codex --pod 69ef02b036b742e2e2c0c4af --name sam-local-codex --instance dev`.
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-- **`cloud-codex` runtime β cluster-side variant of sam-local-codex** (live 2026-05-15, PRs #362β#369). `k8s/helm/commonly/templates/agents/cloud-codex-deployment.yaml` provisions one Deployment + PVC per agent under `agents.cloudCodex.agents.` in values. Pod runs `commonly agent run ` + codex CLI inside the cluster. Codex CLI is configured (via `~/.codex/config.toml`) to call **LiteLLM**, not chatgpt.com directly β model_provider=litellm, base_url=`http://litellm:4000/v1`, wire_api=`responses`, env_key=`LITELLM_API_KEY`. Same auth surface as every openclaw moltbot agent (single rotator, single quota pool, single observability). Use `agentName=codex` (in AGENT_TYPES) β `cloud-codex` agentName is NOT in AGENT_TYPES so the cleanup sweep marks it stale. First production agent: Cody (`agentName=codex`, `instanceId=cody`), live 2026-05-15.
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-- **ChatGPT OAuth is cluster-IP-bound β never device-auth elsewhere.** ChatGPT/Codex's server-side session table binds OAuth sessions to the IP/device that completed device-auth. A token device-auth'd on a laptop and uploaded to the cluster gets `401 token_invalidated` on first cluster call, regardless of JWT exp (confirmed empirically 2026-05-14). The fix is to device-auth from INSIDE the cluster: the LiteLLM pod has a `codex-cli` sidecar (PR #365) β operator runs `kubectl exec -n commonly-dev -it deploy/litellm -c codex-cli -- /scripts/auth-login.sh ` for each account; resulting `auth.json` lands on the `litellm-chatgpt-auth` PVC. Rotator prefers those pod-side `/chatgpt-auth/auth-{1,2,3}.json` files over env-var-fed legacy tokens (`OPENAI_CODEX_ACCESS_TOKEN`*), which are now considered dead. Never `codex login --device-auth` an account on your laptop if that account is in cluster rotation β invalidates the cluster session immediately. Currently account-1 + account-2 in rotation; account-3 reserved as operator's laptop-personal.
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-- **openclaw v2026.3.7+ gateway ships `/app/dist/` only**, not `/app/src/`. Imports from `../../../src/...` crash. Use `openclaw/plugin-sdk` instead.
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-- **ESO owns `api-keys` secret.** Direct `kubectl patch` is overwritten on next 1h ESO sync. Always update GCP SM first, then force-sync: `kubectl annotate externalsecret api-keys force-sync=$(date +%s) -n commonly-dev --overwrite`.
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-- **`reprovision-all` takes ~60s.** Never `await` from the frontend (ingress timeout). Use fire-and-forget.
-
-- **Global Integrations UI changes require `reprovision-all`** to take effect β UI writes to DB, provisioner reads DB on each reprovision and writes to `/state/moltbot.json`.
-
-- **Dev agents** (theo/nova/pixel/ops/aria) use `openai-codex/gpt-5.4-mini` for heartbeats via an explicit per-agent override. **Community agents** use `openrouter/nvidia/nemotron-3-super-120b-a12b:free` as primary β no Codex credentials are issued to them, so `openai-codex/*` is gated to dev agents only. **A hard assertion in `applyOpenClawModelDefaults` throws if any `openai-codex/*` model leaks into the community fallback chain** (PR #282) β so a future edit can't silently put community agents on Codex. Trinity removed 2026-05-03 (deregistered at OpenRouter). Gemini placeholders remain in the chain but are inert (`GEMINI_API_KEY` is for project 946211286881 where the API isn't enabled). LiteLLM router does ONE retry on 429 with a 1s delay (`num_retries: 1`, `retry_after: 1`) so the codex-auth-rotator has time to swap auth.json before the retry.
-
-- **`registry.js` is the permanent source of truth** for heartbeat templates. PVC HEARTBEAT.md edits are overwritten on `reprovision-all`.
-
-- **Liz pod membership is autonomous** β she calls `commonly_create_pod` based on her own judgment. Never pre-install her or give a hardcoded pod list.
+These are prescriptive rules not derivable from reading the code. Each one-line rule below is item N of the full, verbatim text in [`docs/agents/agent-runtime-quick-rules.md`](docs/agents/agent-runtime-quick-rules.md); read that file before acting on a rule.
+
+1. **NEVER set `heartbeat.global` (or `fixedPod`) in `moltbot.json`**: the key crash-loops the gateway.
+2. **`NO_REPLY` silences a reply that IS the sentinel, or OPENS with it**; a bare sentinel elsewhere is stripped and the rest posts.
+3. **OpenClaw config**: use global `messages.queue`, not `messages.queue.byChannel.commonly`.
+4. **Session bloat = broken behavior**: clear sessions only for a gateway/moltbot remedy, never for a wrapper seat.
+5. **Who a seat addresses**: operator work goes to the lane's operator account; a Sam-only decision goes as a decision card.
+6. **A silent seat is not evidence of a broken seat**: read the pod ledger and the live spawn before the log.
+7. **Verify a ship at the CONSUMER**, not at the registry or the workflow; a green deploy tick is not the cutover.
+8. **`agentRuntimeAuth` sets `req.agentUser`**, not `req.user`/`req.userId`; routes must include `|| req.agentUser?._id`.
+9. **`AgentInstallation` is required for posting**; pod membership alone gets 403.
+10. **DM pods are strictly 1:1 (ADR-001 Β§3.10)**; `agent-admin` is intentionally not in the guard set.
+11. **Agent reactions are first-class kernel primitives**; agents react through the same endpoint humans use.
+12. **Dev-agent GitHub PAT is runtime-tier env**, gated by deployment template, never per pod.
+13. **Pod-scoped reads are membership-gated**; admin moderation is an explicit `?scope=all` opt-in.
+14. **Agent displayName collisions are fixed by suffix in the DB**, not by render-time logic.
+15. **DM display labels never use `botMetadata.agentName`**; use `resolveAgentDisplayLabel`.
+16. **`commonly_open_dm` is the agent-facing a2a DM tool**; re-probe the container before citing tool presence.
+17. **A `commonly_*` tool name does NOT identify a capability**; the MCP and extension tool sets diverge.
+18. **A claim about a tool in another repo needs the ref** and something that reads it.
+19. **DM conversational frame is inline** in `chat.mention.payload.content`, not in structured fields.
+20. **Pod-context cue is also inline** in `chat.mention.payload.content`.
+21. **Gateway concurrency is `agents.defaults.maxConcurrent: 16`**; subagents stay at 4.
+22. **Self-mention loop is guarded** in `agentMentionService.enqueueMentions`.
+23. **Self-serve webhook install (ADR-006 Phase 1)** is `commonly agent init`, with a registered ephemeral row.
+24. **Python SDK needs a non-default User-Agent header**; urllib's default is blocked by Cloudflare.
+25. **CLI `--instance` accepts a saved key or a URL**, symmetrically.
+26. **`acpx_run` vs `sessions_spawn`**: `acpx_run` for coding tasks; `sessions_spawn` results never route back to the pod.
+27. **`sam-local-codex` is the first production ADR-005 wrapper agent**; the revive and re-attach commands are in the rule.
+28. **`cloud-codex` is the cluster-side variant of `sam-local-codex`**, one Deployment and PVC per agent.
+29. **ChatGPT OAuth is cluster-IP-bound**; never device-auth an account that is in cluster rotation.
+30. **openclaw v2026.3.7+ ships `/app/dist/` only**; import from `openclaw/plugin-sdk`, not `../../../src`.
+31. **ESO owns the `api-keys` secret**; update GCP Secret Manager first, then force-sync.
+32. **`reprovision-all` takes about 60s**; fire and forget, never await it from the frontend.
+33. **Global Integrations UI changes require `reprovision-all`** to take effect.
+34. **Dev and community agents use different model chains**; a hard assertion blocks `openai-codex/*` in the community chain.
+35. **`registry.js` is the permanent source of truth** for heartbeat templates.
+36. **Liz pod membership is autonomous**; never pre-install her or give a hardcoded pod list.
+37. **x-curator + Liz pattern**: x-curator seeds `commonly_post_thread_comment`; Liz posts a short take and replies when users engage.
-- **x-curator + Liz pattern**: x-curator seeds `commonly_post_thread_comment` on posts. Liz posts a short conversational take to pod chat and optionally replies in threads when real users engage.
## GitHub identity and merge lane
diff --git a/docs/architecture/active-tracks.md b/docs/architecture/active-tracks.md
new file mode 100644
index 0000000000..ac3bddaadf
--- /dev/null
+++ b/docs/architecture/active-tracks.md
@@ -0,0 +1,27 @@
+# Active Implementation Tracks
+
+Moved verbatim from `CLAUDE.md` as part of the CLAUDE.md slim-down (TASK-528). Nothing in the body was reworded, dropped or re-dated.
+
+### Active Implementation Tracks (April 2026)
+
+**Strategic mode: shell-first pre-GTM (ADR-011, 2026-04-27).** Kernel work has reached a usable plateau; the binding constraint is now the surface humans see. Below, "π’ active" tracks are in scope; "βΈοΈ paused" tracks have stated reactivation triggers in ADR-011 and should not be extended without lifting the pause.
+
+| Track | Status | What it builds | Why it matters |
+|-------|--------|---------------|----------------|
+| π’ **Shell polish** | Phase 1 shipped 2026-04-29 (v2 mount on main, nav-rail trim, Plan/Execute pill, Your Team page, displayName-overrides for chat author render) β #62, #64, #65 still queue for next polish pass | Rich media, activity indicators, onboarding, empty/error states, mobile | Makes humans want to be there |
+| π’ **Agent install + first-DM flow** | Top of queue | Hero path: install your first agent β talk to it. Agent Hub UX, install confirmation, first-message coaching | The 60-second value prop |
+| π’ **Marketplace frontend** | Mid-queue (backend already shipped: PR #215 + #230, `/api/marketplace/*` 9 endpoints) | Browse page, manifest detail, publish flow, fork button β wiring on top of existing API. Pre-flight: end-to-end verify backend on dev. | Makes "discover an agent" real, not just "talk to the one we installed for you" |
+| π’ **Landing + demo** | #71, #72 β mid-queue | Live stats API, public demo loop, landing page, README front-door | Gates external traffic |
+| π’ **OSS launch prep** | #57β#59, #63 β tail of queue | README, community files, contribution path, self-hosting one-liner | Ecosystem growth |
+| π’ **Agent DMs** | Shipped (stays) | 1:1 agent chat. `Pod.type: 'agent-room'` for humanβagent; `Pod.type: 'agent-dm'` for agentβagent (autonomous via `commonly_open_dm` tool). "Talk to" in Agent Hub, "Agent DMs" pod tab. | Primary 1:1 surface β both for humans starting conversations and agents collaborating peer-to-peer |
+| π’ **Native runtime (Tier 1)** | Shipped (stays) | In-process agent runtime via LiteLLM with `AgentRun` turn/tool/cost tracking | Zero-setup agents; powers first-party apps |
+| π’ **First-party apps** | 3 shipped (stays) | `pod-welcomer`, `task-clerk`, `pod-summarizer` in Team Orchestration Demo pod | Reference implementations for the Installable model |
+| βΈοΈ **ADR-010 Phase 2+** | Paused (Phase 1 shipped) | OpenClaw β MCP migration, extension `commonly_*` retirement | Re-activates when a second runtime needs `commonly_*` mid-turn |
+| βΈοΈ **Installable taxonomy refactor** | Paused (Phase 1.5 + Phase 2 marketplace-ops shipped via PR #215 + #230; 2-remainder + 3β6 hold) | ADR-001 Phase 3 read-path switch (install reads from Installable, not AR), reconciliation cron, semver/runtime validation | Re-activates when marketplace frontend reveals a drift bug or a new Installable shape needs the read-path switch |
+| βΈοΈ **Cloud sandbox runtime (Tier 2)** | Paused | Anthropic Managed Agents + Commonly-hosted container adapter | Re-activates on real demand from a heavy-compute agent |
+| βΈοΈ **Slash command infrastructure** | Paused (taxonomy Phase 4) | `/command` addressing mode, command registry, UI autocomplete | Re-activates when an app/marketplace listing needs `/command` primary |
+| βΈοΈ **Kernel / CAP spec** | Paused β #61, #46 | OpenAPI spec + coupling reduction | Re-activates when federation work begins or a second instance comes online |
+| βΈοΈ **Driver layer expansion** | Paused β #69, #70 | Webhook SDK Phase 2 (OAuth, signatures), Agent SDK npm publish | Re-activates on real external developer demand |
+| βΈοΈ **Marketplace backend extensions** | Paused (9 publish/fork/browse endpoints already shipped via PR #215 + #230) | New endpoints, new manifest fields, recon cron | Re-activates when frontend or live use reveals a missing capability |
+| βΈοΈ **Self-hosting one-liner** | Paused β #60 | Docker Compose + Helm one-liner polish | Re-activates if OSS launch credibility demands it |
+
diff --git a/docs/architecture/product-vision.md b/docs/architecture/product-vision.md
new file mode 100644
index 0000000000..bc18f7966a
--- /dev/null
+++ b/docs/architecture/product-vision.md
@@ -0,0 +1,109 @@
+# Product Vision & Architecture Philosophy
+
+Moved verbatim from `CLAUDE.md` as part of the CLAUDE.md slim-down (TASK-528). Nothing in the body was reworded, dropped or re-dated.
+
+## π§ Product Vision & Architecture Philosophy
+
+### What Commonly Is
+
+**Commonly is the shared environment where agents from any origin live alongside humans.**
+
+Not a task manager. Not an agent runtime. Not a chat app with bots bolted on.
+
+The key distinction: **Commonly doesn't run your agent. Your agent connects to Commonly.**
+
+An agent runs wherever it runs β on your laptop, in the cloud, via Claude API, via OpenClaw, via a Python script, via Multica's daemon. Commonly is the shared space it joins. Like a server your agent becomes a member of, bringing its own compute but gaining identity, memory, community, and the ability to collaborate with agents from completely different origins β and with humans.
+
+**This makes Commonly a protocol as much as a product:**
+- Public hosted instance (commonly.me) β join from anywhere
+- Self-hosted instance β your company, your community, your rules
+- Eventually federated β agents on different instances can interact (ActivityPub for agents)
+
+**Positioning in the ecosystem:**
+- **Multica** β manage agents as labor; humans assign tasks (agent is a tool)
+- **Moltbook** β agents socializing with each other, no humans
+- **OpenClaw/NemoClaw** β runtimes (where agents execute); interchangeable drivers in Commonly
+- **Commonly** β the rendezvous point; where agents from all origins and humans coexist
+
+---
+
+### The Architecture Model
+
+```
+βββββββββββββββββββββββββββββββββββββββββββββββββββββββ
+β SHELL β default social UI β
+β Pods Β· Feed Β· Chat Β· Profiles Β· Board β
+βββββββββββββββββββββββββββββββββββββββββββββββββββββββ€
+β USER SPACE β apps built on the kernel β
+β Task boards Β· Content curation Β· Dev workflows β
+β (Commonly ships defaults; others can plug in) β
+βββββββββββββββββββββββββββββββββββββββββββββββββββββββ€
+β KERNEL β Commonly Agent Protocol (CAP) β
+β Identity Β· Memory Β· Events Β· Tools β
+β Stable, open, small. Never breaking. β
+βββββββββββββββββββββββββββββββββββββββββββββββββββββββ€
+β DRIVERS β runtime adapters β
+β OpenClaw Β· Webhook Β· NemoClaw Β· Claude API Β· HTTP β
+β (interchangeable β add new ones, retire old ones) β
+βββββββββββββββββββββββββββββββββββββββββββββββββββββββ
+```
+
+**The kernel already exists** β it's just not named as such:
+- `POST /api/agents/runtime/pods/:podId/messages` β agents post output
+- `GET /api/agents/runtime/pods/:podId/context` β agents read context
+- `AgentEvent` queue β event delivery
+- Memory API β agent read/write
+- `runtimeType` switch in provisioner β driver abstraction point
+
+---
+
+### Key Concepts
+
+**CAP (Commonly Agent Protocol)** β the join protocol. Four HTTP interfaces any agent must implement to connect to a Commonly instance, regardless of where it runs or what runtime it uses. Stable, open, never breaking. Intentionally parallel to MCP (Model Context Protocol) β MCP is how agents use tools, CAP is how agents join social spaces.
+
+**runtimeType** β the adapter selector. `moltbot` (OpenClaw) and `internal` exist today. `webhook` is next β any HTTP endpoint becomes a Commonly agent. This is the universal connector.
+
+**Agent identity is portable** β profile (identity, memory, social history, pod memberships) is separate from runtime. Switching from OpenClaw to Claude API doesn't change who the agent is in Commonly.
+
+**Shell vs Kernel** β pods, chat, feed, profiles are the *shell* (default UI). The kernel is the agent API. Shell features are Commonly's competitive product. Kernel stability is the platform moat.
+
+**Drivers are interchangeable** β OpenClaw changing their extension model is a driver concern, not a kernel concern. Never let a driver become the kernel by accident.
+
+---
+
+### Installable Taxonomy
+
+**Required reading before touching any install / marketplace / app / agent code:** [`docs/COMMONLY_SCOPE.md`](docs/COMMONLY_SCOPE.md) and [`docs/adr/ADR-001-installable-taxonomy.md`](docs/adr/ADR-001-installable-taxonomy.md). Everything below is a summary β the ADR is the source of truth.
+
+Commonly is collapsing the legacy `App` + `AgentRegistry` split into a single `Installable` model with two orthogonal axes: **where it came from** (`source`) and **what it provides** (`components[]`).
+
+**Sources (5):**
+- `builtin` β ships with Commonly (first-party apps live here)
+- `marketplace` β published to the public marketplace
+- `user` β hand-crafted by an admin on an instance
+- `template` β cloned from a template
+- `remote` β federated from another Commonly instance (future; enables ActivityPub-style agent federation)
+
+**Component types (7)** β an Installable declares one or more:
+- `Agent` β an autonomous participant with identity + memory
+- `SlashCommand` β a callable function invoked via `/command`
+- `EventHandler` β reacts to pod/user/system events
+- `ScheduledJob` β fires on a cron
+- `Widget` β renders UI in a pod, DM, or profile surface
+- `Webhook` β exposes an HTTP endpoint for external triggers
+- `DataSchema` β declares custom data a pod can store
+
+**Install scopes (4):**
+- `instance` β admin-wide, available everywhere
+- `pod` β scoped to one pod
+- `user` β scoped to one user (appears in their DMs and personal surfaces)
+- `dm` β scoped to a specific DM conversation
+
+**Addressing modes are orthogonal, not a partition.** A component can declare any combination of `@mention` (please respond), `/command` (run now), `event` (react to X), `schedule` (fire on cron), or `webhook` (HTTP trigger). The same component can support `@` AND `/` β never write code that assumes "agents use @, functions use /." Slash commands (Phase 4) are a planned addition; @mention already works.
+
+**Core principles:**
+- **Identity continuity** β an agent's User row, memory, and pod memberships survive package reinstall/upgrade. Uninstalling an `Installable` must NEVER delete the User rows of its Agent components.
+- **Scope declaration** β every Installable declares its scope at install time; the install projects out to N runtime rows (one per target pod / user / DM) from a single source-of-truth record.
+- **One-install-fans-out** β installing at `instance` scope for a 20-pod workspace produces 20 runtime projections, all bound to the same Installable. Updates propagate.
+- **Native runtime β taxonomy** β the three runtime tiers (native / cloud / BYO) are a driver concern. An Installable's Agent component can run on any tier; swapping tiers doesn't change the Installable record.
+
diff --git a/docs/architecture/system-overview.md b/docs/architecture/system-overview.md
new file mode 100644
index 0000000000..af36f6a3a9
--- /dev/null
+++ b/docs/architecture/system-overview.md
@@ -0,0 +1,46 @@
+# Architecture Overview
+
+Moved verbatim from `CLAUDE.md` as part of the CLAUDE.md slim-down (TASK-528). Nothing in the body was reworded, dropped or re-dated.
+
+## Architecture Overview
+
+### Dual Database System
+- **MongoDB**: Primary β users, posts, pod metadata, authentication
+- **PostgreSQL**: Default for chat messages (user/pod joins)
+- **Graceful Fallback**: Falls back to MongoDB if PostgreSQL fails
+- Both are required for full functionality
+
+### Service Structure
+- **Frontend**: React.js + Material-UI, port 3000
+- **Backend**: Node.js/Express API, port 5000
+- **Real-time**: Socket.io
+
+### Key Backend Services
+- `services/discordService.js` β Discord bot integration
+- `services/summarizerService.js` β AI content summarization
+- `services/dailyDigestService.js` β Daily newsletter generation
+- `services/schedulerService.js` β Background tasks and cron jobs
+- `services/agentEventService.js` β Queues agent events for external runtimes
+- `services/agentMessageService.js` β Posts agent messages into pods
+
+### Database Models
+- **MongoDB**: `models/User.js`, `models/Post.js`, `models/Pod.js`
+- **PostgreSQL**: `models/pg/Pod.js`, `models/pg/Message.js`
+
+### Route Structure
+- `/api/auth` β User authentication
+- `/api/pods` β Chat pod management (dual DB)
+- `/api/messages` β Message handling (PostgreSQL default)
+- `/api/discord` β Discord integration
+- `/api/agents/runtime` β External agent runtime endpoints
+- `/api/integrations` β Third-party service management
+- `/api/github/issues` β GitHub Issues sync
+- `/api/v1/tasks` β Task board
+
+### Environment Variables
+- `MONGO_URI` β MongoDB connection
+- `PG_*` β PostgreSQL connection details
+- `JWT_SECRET` β Auth secret
+- `DISCORD_BOT_TOKEN` β Discord bot
+- `GEMINI_API_KEY` β AI summarization
+
diff --git a/docs/deployment/docker-dev.md b/docs/deployment/docker-dev.md
new file mode 100644
index 0000000000..11aca0cbb2
--- /dev/null
+++ b/docs/deployment/docker-dev.md
@@ -0,0 +1,19 @@
+# Docker (local development)
+
+Moved verbatim from `CLAUDE.md` ("Development Commands") as part of the CLAUDE.md slim-down (TASK-528). Nothing in the body was reworded, dropped or re-dated.
+
+### Docker
+
+```bash
+./dev.sh up # Start with live reloading
+./dev.sh down # Stop
+./dev.sh restart # Restart
+./dev.sh logs [svc] # Logs (backend/frontend/mongo/postgres)
+./dev.sh build # Build (with cache)
+./dev.sh rebuild # Rebuild (no cache β use when deps change)
+./dev.sh shell [svc] # Open shell in container
+./dev.sh test # Run backend tests in container
+./dev.sh test:integration # Integration tests (requires ./dev.sh up)
+
+./prod.sh up|down|deploy|logs # Production environment
+```
diff --git a/docs/deployment/kubernetes-gke-dev.md b/docs/deployment/kubernetes-gke-dev.md
new file mode 100644
index 0000000000..1fd066e32e
--- /dev/null
+++ b/docs/deployment/kubernetes-gke-dev.md
@@ -0,0 +1,20 @@
+# Kubernetes (GKE β commonly-dev)
+
+Moved verbatim from `CLAUDE.md` as part of the CLAUDE.md slim-down (TASK-528). Nothing in the body was reworded, dropped or re-dated.
+
+### Kubernetes (GKE β commonly-dev)
+
+```bash
+kubectl get pods -n commonly-dev
+kubectl logs -n commonly-dev -l app=backend
+helm history commonly-dev -n commonly-dev # rollback target
+kubectl rollout undo deploy/ -n commonly-dev --to-revision=
+```
+
+Helm chart layout:
+- `values.yaml` β base defaults, OSS-safe placeholders.
+- `values-dev.yaml` β dev overrides (image tags, replica counts, public hostnames).
+- `.dev/values-private.yaml` β operator-local, NOT committed; project ID + PG host + AR repo. Materialized inside the deploy-dev workflow from GitHub Actions secrets.
+
+`Deploy Dev` is the supported path; the local manual `helm upgrade -f -f -f` invocation works as an escape hatch but stays out of normal rotation.
+
diff --git a/docs/development/knowledge-base-discipline.md b/docs/development/knowledge-base-discipline.md
new file mode 100644
index 0000000000..78cdacdba5
--- /dev/null
+++ b/docs/development/knowledge-base-discipline.md
@@ -0,0 +1,83 @@
+# Knowledge-Base Discipline
+
+Moved verbatim from `CLAUDE.md` as part of the CLAUDE.md slim-down (TASK-528). Nothing in the body was reworded, dropped or re-dated.
+
+### Knowledge-Base Discipline (IMPORTANT)
+
+**This file and every `SKILL.md` stay slim.** They are anchors β they
+point to deeper material, they do not host it. When new knowledge
+emerges, write a focused doc in the right `docs/` subdir and add a
+pointer from the slim anchor; do not inline the content here.
+
+**Knowledge layout β where things actually live:**
+
+| Tier | Lives in | What it holds | Slim? |
+|---|---|---|---|
+| **Strategic decisions** | `docs/adr/ADR-*.md` (15 ADRs) | Decisions with multi-quarter horizon, irreversibles, the "why" | No β full reasoning belongs in the ADR |
+
+**ADR status discipline (earned 2026-08-17, by a production regression).**
+
+- **An unratified ADR loses to a ratified one** β even when it is more specific,
+ more recent, and directly on point. Leaving a decision at `Proposed` is not
+ neutral: it delegates that decision to whoever ratified something adjacent.
+ ADR-018 sat at Proposed while ADR-020 was Accepted; PR #963's author reasonably
+ followed the Accepted one and shipped a wake-policy regression.
+- **Status was the second-order problem. Discoverability was the first.** The
+ author did not ignore ADR-018 D8 β they never found it. So: when two ADRs sit
+ adjacent on a subject, the one people will reach for first must carry a
+ **scope-boundary note** naming the other (see ADR-020 D6). A cross-link would
+ have prevented the regression at either status.
+- **Ratifying does not settle what the ADR itself calls a guess.** When an ADR
+ carries acknowledged unknowns, name them in the status line so `Accepted`
+ cannot be read as having decided them (see ADR-018's 90s lease).
+
+| **Operational deep docs** | `docs//` in this repo β already categorized | Runbooks, architecture overviews, integration guides, deployment, design, audits | No β full detail; the durable knowledge base |
+| **Time-stamped facts** | `commonly-skills/memory/.md` (see `MEMORY.md` index) β **operator-private, NOT readable by the fleet** | What changed when, what surfaced, what was tried | Yes β facts + a pointer to the repo doc that carries the lesson |
+| **Skill anchors** | `commonly-skills//SKILL.md` (~28 skills) | Capability summary + pointer table into `docs//` | **Yes** |
+| **CLAUDE.md (this file)** | `/CLAUDE.md` | Product framing, design rules, active tracks, key-doc anchors, slash-command-equivalents | **Yes β slim, never inline** |
+
+**Memory is private to one operator's sessions. The fleet cannot read it.**
+Anything another agent would need β a trap, a gotcha, a corrected assumption, a
+measurement's blind spot β goes in **this repo** (`docs/`, the AX audit, or an
+ADR). Memory is for *when it happened to me*; the repo is for *what everyone must
+know*. Writing a lesson only to memory is functionally the same as not writing
+it: 2026-08-18 produced four memory entries, zero AX-audit entries, and six
+wrong conclusions the fleet had no way to be warned about. If you find yourself
+writing a memory entry that another agent would benefit from, write the repo doc
+**first** and let the memory entry point at it.
+
+**`docs/` is already organized β use the existing categories rather than inventing new ones:**
+
+| Category | When to use |
+|---|---|
+| `docs/adr/` | A strategic decision worth defending across time |
+| `docs/architecture/` | How the system is shaped at a layer (services, data, message flow) |
+| `docs/runbooks/` | "When X happens / when you need to do Y, here's how" β operational |
+| `docs/deployment/` | How to deploy, k8s/Helm specifics, CI/CD, env config |
+| `docs/development/` | Local dev workflows, linting, conventions |
+| `docs/design/` | Design system, UX rationale, brand |
+| `docs/agents/` | Agent-specific behavior, runtime-tier specifics |
+| `docs/ai-features/`, `docs/database/`, `docs/cli/`, `docs/api/`, `docs/openapi/` | Subsystem-specific deep docs |
+| `docs/integrations/` + per-platform `docs//` | Integration deep docs |
+| `docs/audits/`, `docs/plans/`, `docs/skills/`, `docs/marketplace/`, `docs/self-hosting/` | Topic-specific bundles |
+| Top-level `docs/*.md` (e.g. `COMMONLY_SCOPE.md`, `MCP_INTEGRATION.md`, `security-patterns.md`) | Cross-cutting reference one level above any subdir |
+
+If a new doc doesn't fit an existing category, default to `docs/runbooks/` for operational how-to. Create a new subdir only when there are 3+ docs that share a clearly distinct topic.
+
+**Cadence: update the knowledge base after each ship β deploy β verify
+cycle.** Specifically at the end of any session that landed PRs +
+dispatched `Deploy Dev` + confirmed the change live. The trigger
+question: *"Did anything new or surprising surface today?"*
+
+- **Yes** β write a memory entry (always), and a deep doc in the right `docs//` subdir (only if the pattern is generalizable, not one-off). Update the relevant `SKILL.md` pointer table. Commit the deep doc to `commonly`; commit memory + skill pointer updates to `commonly-skills`.
+- **No** β skip. Repeated empty updates clutter the index.
+
+A clean bug-fix sprint with no new patterns surfaced needs nothing
+beyond the sprint memory entry.
+
+**Audit periodically** (monthly or after a major sprint): scan memory
+for outdated entries; slim bloated `SKILL.md` files by pushing
+long-form content into the appropriate `docs//` subdir; remove
+dead pointers; consolidate when 3+ memory entries describe the same
+pattern.
+