Detailed Agent Instructions for Beads Development

For project overview and quick start, see AGENTS.md

This document contains detailed operational instructions for AI agents working on beads development, testing, and releases.

Development Guidelines

Code Standards

• Go version: 1.24+
• Linting: golangci-lint run ./... (baseline warnings documented in docs/LINTING.md)
• Testing: All new features need tests (make test for the normal local/CI path, make test-icu-path only when intentionally exercising the opt-in ICU regex path)
• Documentation: Update relevant .md files

File Organization

beads/
├── cmd/bd/              # CLI commands
├── internal/
│   ├── types/           # Core data types
│   └── storage/         # Storage layer
│       └── dolt/        # Dolt implementation
├── examples/            # Integration examples
└── *.md                 # Documentation

Testing Workflow

IMPORTANT: Never pollute the production database with test issues!

For manual testing, use the BEADS_DB environment variable to point to a temporary database:

# Create test issues in isolated database
BEADS_DB=/tmp/test.db bd init --quiet --prefix test
BEADS_DB=/tmp/test.db bd create "Test issue" -p 1

# Or for quick testing
BEADS_DB=/tmp/test.db bd create "Test feature" -p 1

For automated tests, use t.TempDir() in Go tests:

func TestMyFeature(t *testing.T) {
    tmpDir := t.TempDir()
    testDB := filepath.Join(tmpDir, ".beads", "beads.db")
    s := newTestStore(t, testDB)
    // ... test code
}

Git test isolation: For tests that create temporary git repos, force repo-local hooks:

git config core.hooksPath .git/hooks

Do not rely on the developer's global git config. Global core.hooksPath can leak into temp repos and produce flaky test behavior.

Warning: bd will warn you when creating issues with "Test" prefix in the production database. Always use BEADS_DB for manual testing.

Before Committing

1. Run tests: make test (or ./scripts/test.sh)
   • Only if intentionally exercising the ICU regex path: make test-icu-path
2. Run linter: golangci-lint run ./... (ignore baseline warnings)
3. Update docs: If you changed behavior, update README.md or other docs
4. Commit: With git hooks installed (bd hooks install), Dolt changes are auto-committed

Commit Message Convention

When committing work for an issue, include the issue ID in parentheses at the end:

git commit -m "Fix auth validation bug (bd-abc)"
git commit -m "Add retry logic for database locks (bd-xyz)"

This enables bd doctor to detect orphaned issues - work that was committed but the issue wasn't closed. The doctor check cross-references open issues against git history to find these orphans.

Git Workflow

bd uses Dolt as its primary database. Changes are committed to Dolt history automatically (one Dolt commit per write command).

Install git hooks for automatic sync:

bd hooks install

Git Integration

Dolt sync: Dolt handles sync natively via bd dolt push / bd dolt pull. No JSONL export/import needed.

Protected branches: Dolt stores data under refs/dolt/data, separate from standard Git refs. See docs/PROTECTED_BRANCHES.md.

Git worktrees: Work directly with Dolt — no special flags needed. See docs/ADVANCED.md.

Merge conflicts: Rare with hash IDs. Dolt uses cell-level 3-way merge for conflict resolution.

Git Workflow: PR by Default

Crew workers use a PR-based workflow. Beads is a dependency of Gas City, so we defer to the standard PR flow to keep changes reviewable.

• Work on a feature branch, push the branch, open a PR against main
• gh pr create is the normal path to land work
• Direct push to main is reserved for releases (tag + release commit) and narrow operational fixes; prefer a PR when unsure
• When handling external contributor PRs, use fix-merge: checkout the PR branch locally, fix/rebase onto main, merge via PR, then close the PR

External Contributor PRs: Check Before You Build

Read CONTRIBUTING.md — it contains promises we've made to contributors. Violating them damages trust and community.

Run the read-only preflight before implementing related work, opening a PR, or merging/closing a PR:

scripts/pr-preflight.sh --search "<topic keywords>" --repo gastownhall/beads
scripts/pr-preflight.sh <pr-number> --repo gastownhall/beads

Before implementing any feature or fix, check for existing open PRs on the same topic:

gh pr list --repo gastownhall/beads --state open --search "<topic keywords>" --json number,title,author,headRefName

Contributor work gets priority. If an external PR already exists:

1. Review it first — read the diff, understand the approach
2. Build on their work, don't rewrite it — checkout their branch, fix/adapt as needed
3. Preserve their tests — contributor tests are signal; keep them unless they're wrong
4. Attribute properly — use Co-authored-by: in commits, reference their PR number
5. Never auto-close a contributor PR by merging a rewrite — that discards their contribution silently

If you must rewrite (e.g., fundamentally different approach needed), explain why on the original PR and credit the contributor's design/tests in your commits.

Do not rely on auto-discovery of CONTRIBUTING.md; the preflight is the agent gate for PR handling.

Landing the Plane

When the user says "let's land the plane", you MUST complete ALL steps below. The plane is NOT landed until git push succeeds. NEVER stop before pushing. NEVER say "ready to push when you are!" - that is a FAILURE.

MANDATORY WORKFLOW - COMPLETE ALL STEPS:

1. File beads issues for any remaining work that needs follow-up

2. Ensure all quality gates pass (only if code changes were made):

   • Run make lint or golangci-lint run ./... (if pre-commit installed: pre-commit run --all-files)
   • Run make test (and make test-icu-path only if you intentionally need the ICU regex path)
   • File P0 issues if quality gates are broken

3. Update beads issues - close finished work, update status

4. PUSH TO REMOTE - NON-NEGOTIABLE - This step is MANDATORY. Execute ALL commands below:

   bashCopy

   # Pull first to catch any remote changes
   git pull --rebase
   
   # MANDATORY: Push everything to remote
   # DO NOT STOP BEFORE THIS COMMAND COMPLETES
   git push
   
   # MANDATORY: Verify push succeeded
   git status  # MUST show "up to date with origin/main"
   

   CRITICAL RULES:

   • The plane has NOT landed until git push completes successfully
   • NEVER stop before git push - that leaves work stranded locally
   • NEVER say "ready to push when you are!" - YOU must push, not the user
   • If git push fails, resolve the issue and retry until it succeeds
   • The user is managing multiple agents - unpushed work breaks their coordination workflow

5. Clean up git state - Clear old stashes and prune dead remote branches:

   bashCopy

   git stash clear                    # Remove old stashes
   git remote prune origin            # Clean up deleted remote branches
   

6. Verify clean state - Ensure all changes are committed AND PUSHED, no untracked files remain

7. Choose a follow-up issue for next session

   • Provide a prompt for the user to give to you in the next session
   • Format: "Continue work on bd-X: [issue title]. [Brief context about what's been done and what's next]"

REMEMBER: Landing the plane means EVERYTHING is pushed to remote. No exceptions. No "ready when you are". PUSH IT.

Example "land the plane" session:

# 1. File remaining work
bd create "Add integration tests for sync" -t task -p 2 --json

# 2. Run quality gates (only if code changes were made)
go test -short ./...
golangci-lint run ./...

# 3. Close finished issues
bd close bd-42 bd-43 --reason "Completed" --json

# 4. PUSH TO REMOTE - MANDATORY, NO STOPPING BEFORE THIS IS DONE
git pull --rebase
git push       # MANDATORY - THE PLANE IS STILL IN THE AIR UNTIL THIS SUCCEEDS
git status     # MUST verify "up to date with origin/main"

# 5. Clean up git state
git stash clear
git remote prune origin

# 6. Verify everything is clean and pushed
git status

# 7. Choose next work
bd ready --json
bd show bd-44 --json

Then provide the user with:

• Summary of what was completed this session
• What issues were filed for follow-up
• Status of quality gates (all passing / issues filed)
• Confirmation that ALL changes have been pushed to remote
• Recommended prompt for next session

CRITICAL: Never end a "land the plane" session without successfully pushing. The user is coordinating multiple agents and unpushed work causes severe rebase conflicts.

Agent Session Workflow

WARNING: DO NOT use bd edit - it opens an interactive editor ($EDITOR) which AI agents cannot use. Use bd update with flags instead:

bd update <id> --description "new description"
bd update <id> --title "new title"
bd update <id> --design "design notes"
bd update <id> --notes "additional notes"
bd update <id> --acceptance "acceptance criteria"

Use stdin for descriptions with special characters (backticks, !, nested quotes):

# Pipe via stdin to avoid shell escaping issues
echo 'Description with `backticks` and "quotes"' | bd create "Title" --stdin
echo 'Updated description with $variables' | bd update <id> --description=-

# Or use --body-file for longer content
bd create "Title" --body-file=description.md

Example agent session:

# Make changes (each write auto-commits to Dolt)
bd create "Fix bug" -p 1
bd create "Add tests" -p 1
bd update bd-42 --claim
bd close bd-40 --reason "Completed"

# Push Dolt data to remote if configured
bd dolt push

# Now safe to end session

This installs:

• pre-commit — Commits pending Dolt changes
• post-merge — Pulls remote Dolt changes after git merge

Note: Hooks are embedded in the bd binary and work for all bd users (not just source repo users).

Common Development Tasks

CLI Design Principles

Minimize cognitive overload. Every new command, flag, or option adds cognitive burden for users. Before adding anything:

1. Recovery/fix operations → bd doctor --fix: Don't create separate commands like bd recover or bd repair. Doctor already detects problems - let --fix handle remediation. This keeps all health-related operations in one discoverable place. For git hook marker migration specifically: use bd migrate hooks --dry-run to preview operations, and bd doctor --fix for the standard apply path.

2. Prefer flags on existing commands: Before creating a new command, ask: "Can this be a flag on an existing command?" Example: bd list --stale instead of bd stale.

3. Consolidate related operations: Related operations should live together. Version control uses bd vc {log,diff,commit}, not separate top-level commands.

4. Count the commands: Run bd --help and count. If we're approaching 30+ commands, we have a discoverability problem. Consider subcommand grouping.

5. New commands need strong justification: A new command should represent a fundamentally different operation, not just a convenience wrapper.

Adding a New Command

1. Create file in cmd/bd/
2. Add to root command in cmd/bd/main.go
3. Implement with Cobra framework
4. Add --json flag for agent use
5. Add tests in cmd/bd/*_test.go
6. Document in README.md

Adding Storage Features

1. Add Dolt SQL schema changes in internal/storage/dolt/
2. Add migration if needed
3. Update internal/types/types.go if new types
4. Implement in internal/storage/dolt/ (queries, issues, etc.)
5. Add tests
6. Update export/import in cmd/bd/export.go and cmd/bd/import.go

Adding Examples

1. Create directory in examples/
2. Add README.md explaining the example
3. Include working code
4. Link from examples/README.md
5. Mention in main README.md

Building and Testing

# Build and install bd to ~/.local/bin (the canonical location)
make install

# Test (local baseline)
make test

# Optional ICU regex path smoke (maintainer-only, not normal validation)
make test-icu-path

# Coverage run
go test -coverprofile=coverage.out ./...
go tool cover -html=coverage.out

# Verify installed binary
bd init --prefix test
bd create "Test issue" -p 1
bd ready

WARNING: Do NOT use go build -o bd ./cmd/bd, go install ./cmd/bd, or raw go run ./cmd/bd .... These bypass the canonical build path, can create stale binaries in the working directory or ~/go/bin/, and raw go run may miss the required gms_pure_go build tag. Always use make install, ./bd, or go run -tags gms_pure_go ./cmd/bd ... when you explicitly need go run.

Version Management

IMPORTANT: When the user asks to "bump the version" or mentions a new version number (e.g., "bump to 0.9.3"), use the version bump script:

# Preview changes (shows diff, doesn't commit)
./scripts/bump-version.sh 0.9.3

# Auto-commit the version bump
./scripts/bump-version.sh 0.9.3 --commit
git push origin main

What it does:

• Updates ALL version files (CLI, plugin, MCP server, docs) in one command
• Validates semantic versioning format
• Shows diff preview
• Verifies all versions match after update
• Creates standardized commit message

User will typically say:

• "Bump to 0.9.3"
• "Update version to 1.0.0"
• "Rev the project to 0.9.4"
• "Increment the version"

You should:

1. Run ./scripts/bump-version.sh <version> --commit
2. Push to GitHub
3. Confirm all versions updated correctly

Files updated automatically:

• cmd/bd/version.go - CLI version
• claude-plugin/.claude-plugin/plugin.json - Plugin version
• .claude-plugin/marketplace.json - Marketplace version
• integrations/beads-mcp/pyproject.toml - MCP server version
• README.md - Documentation version
• PLUGIN.md - Version requirements

Why this matters: We had version mismatches (bd-66) when only version.go was updated. This script prevents that by updating all components atomically.

See scripts/README.md for more details.

Release Process (Maintainers)

Automated (Recommended):

# One command to do everything (version bump, tests, tag, Homebrew update, local install)
./scripts/release.sh 0.9.3

This handles the entire release workflow automatically, including waiting ~5 minutes for GitHub Actions to build release artifacts. See scripts/README.md for details.

Manual (Step-by-Step):

1. Bump version: ./scripts/bump-version.sh <version> --commit
2. Update CHANGELOG.md with release notes
3. Run tests: make test (and make test-icu-path only if you intentionally need the ICU regex path)
4. Push version bump: git push origin main
5. Tag release: git tag v<version> && git push origin v<version>
6. Update Homebrew: ./scripts/update-homebrew.sh <version> (waits for GitHub Actions)
7. Verify: brew update && brew upgrade beads && bd version

See docs/RELEASING.md for complete manual instructions.

Checking GitHub Issues and PRs

IMPORTANT: When asked to check GitHub issues or PRs, use command-line tools like gh instead of browser/playwright tools.

Preferred approach:

# List open issues with details
gh issue list --limit 30

# List open PRs
gh pr list --limit 30

# View specific issue
gh issue view 201

Then provide an in-conversation summary highlighting:

• Urgent/critical issues (regressions, bugs, broken builds)
• Common themes or patterns
• Feature requests with high engagement
• Items that need immediate attention

Why this matters:

• Browser tools consume more tokens and are slower
• CLI summaries are easier to scan and discuss
• Keeps the conversation focused and efficient
• Better for quick triage and prioritization

Do NOT use: browser_navigate, browser_snapshot, or other playwright tools for GitHub PR/issue reviews unless specifically requested by the user.

Questions?

• Check existing issues: bd list
• Look at recent commits: git log --oneline -20
• Read the docs: README.md, ADVANCED.md, EXTENDING.md
• Create an issue if unsure: bd create "Question: ..." -t task -p 2

Important Files

• README.md - Main documentation (keep this updated!)
• EXTENDING.md - Database extension guide
• ADVANCED.md - Advanced features (rename, merge, compaction)
• CONTRIBUTING.md - Contribution guidelines
• SECURITY.md - Security policy