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torbenandClaude Opus 5.5 d8224ee2ab
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feat: stack development in three phases - stack-dev (design), stack-build, stack-close, handed over through tracker states (#168)
stack-build and stack-close carry disable-model-invocation, so each phase change is
the operator's slash command; no skill offers a mid-session /model or /effort switch.
Mode rules and the phase table move to instructions/dev/stack-mode.md, publish and CI
waiting to instructions/dev/publish-and-ci.md, the ready definition to issue-tracking.md.

Files changed:
- AGENTS.md
- CHANGES.md
- DEVELOPMENT.md
- README.md
- VERSION
- docs/model-and-effort-selection.md
- instructions/CONTRACT.md
- instructions/dev/commonplace-kb.md
- instructions/dev/dev-setup.md
- instructions/dev/doc-pull-through.md
- instructions/dev/issue-tracking.md
- instructions/dev/publish-and-ci.md
- instructions/dev/stack-build/SKILL.md
- instructions/dev/stack-close/SKILL.md
- instructions/dev/stack-dev/SKILL.md
- instructions/dev/stack-mode.md
- instructions/dev/testing-conventions.md
- instructions/dev/version-parts.md
- tools/chemenu/commands/git_publish.py
- tools/chemenu/tests/test_git_publish.py
- tools/chemenu/tests/test_instructions_cmd.py

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01SnAJ7Z3CpVD3PRbN73QtU2
2026-10-02 20:33:07 +02:00

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---
type: types/instruction.md
name: dev-setup
description: Set up a clone of the origin repository for stack development - preflight, skills, the demo corpus and its persona, telemetry on - and use dist export as a build and test tool, never as a way to install an instance.
---
# Set up a development checkout of the stack
A clone of the origin repository is where the stack is developed. It is not an instance: it
carries a demo corpus that documents the stack itself, a demo persona in `USER.md`/`SOUL.md`, the
development material under `instructions/dev/` and `commonplace/`, and no
`.wikitool-release.json`. Instances are installed from releases
([setup-instance.md](../setup-instance.md)); nothing here produces one.
## When to run
- A fresh clone of the origin repository, before the first stack-dev session in it.
- A clone that was moved, or whose `tools/.venv` was removed - only step 2 again.
- Before testing a change to the install path itself (`setup-instance.md`, the preflight, the
release workflow) - step 5.
## Steps
1. **Clone** the origin repository. The tree is complete as checked out: `kb/`, `raw/`,
`USER.md`, `SOUL.md` and the filled `kb/CONVENTIONS.md` are committed here, unlike in an
instance.
2. **Run [bootstrap.md](../bootstrap.md)** - the preflight, then `tools/wikitool instructions
sync`. That publishes `stack-dev`, `stack-build` and `stack-close` along with the content skills;
all three exist only in this repository.
3. **Record the environment** (bootstrap.md step 5). Here it is worth the minute: which harness,
that `gitea-mcp` reaches the tracker and CI, which remote `publish` talks to. Every stack-dev
session reads it instead of asking.
4. **Know what differs from an instance before relying on a default.**
| Here | In an instance |
|---|---|
| No `.wikitool-release.json`: telemetry is **on** - the traces are the stack's measuring instrument (`EVALS.md` § "Whether it runs at all") | Telemetry is off until the operator turns it on |
| `USER.md`/`SOUL.md` describe a demo operator and persona | Written by the operator during setup |
| `tools/wikitool dist upgrade` refuses: there is no stamp to compare against. The checkout follows `main` with `tools/wikitool sync` | Updated with `dist upgrade --latest` |
| `instructions/dev/`, `commonplace/`, `DEVELOPMENT.md` and `.gitea/` are present | Never shipped |
5. **Use `dist export` as a build and test tool.** It writes exactly the tree a release ships, so
it is how a change to the shipped surface is looked at before it is released:
```bash
tools/wikitool dist export <empty scratch folder> --dry-run
tools/wikitool dist export <empty scratch folder>
```
To replay the install path the way a user meets it, build the release tarball from that tree
the way `.gitea/workflows/release.yml` does (one top-level folder, a `.sha256` beside it) and
start the tree's `tools/preflight.sh` as the asset, from an empty folder, with
`--archive <tarball>` - the step "The distribution works as a fresh instance" in
`.gitea/workflows/ci.yml` is that replay and the reference for it. Keep scratch trees outside
this checkout.
## Decision points
- **Asked to set up an instance from this checkout** (`dist export` into the user's folder, or a
clone that "becomes" their wiki)? Neither is an install path. An instance is installed from a
release, by [setup-instance.md](../setup-instance.md); a stack state that has no release yet is
released first, or tested with the replay in step 5 and thrown away.
- **The demo corpus is in the way of a test?** Do not delete or rewrite corpus content to make
room: [corpus-policy.md](corpus-policy.md) says what may be changed and how. Use a scratch
export (step 5) for a clean tree instead.
## Scope
Not for operating an instance, and not for the release workflow itself (`DEVELOPMENT.md` for
humans, [version-parts.md](version-parts.md) for the version part). Not shipped: `dist export`
prunes `instructions/dev/` wholesale.