Enable copy-first document handoffs across local and cloud hosts

Merged
BI
7d ago
+847-7

Routine document edits can start in task-owned copies without repeatedly requesting a takeover. This publishes the standing routine handoff rule, operational guide and portable helper. The helper retains baseline, draft and recoverable merge candidates, reconciles compatible edits and exports a current-hash proposal without writing originals. Existing project safeguards and substantive-decision boundaries remain in force.

Reviewed candidate edits survive later source or draft changes. When both inputs move, export requires explicit review even if the text merges cleanly. Hash-checked input snapshots and retained review reasons prevent silent loss of acknowledged work. The temporary-root fixture resolves system aliases without weakening production link/reparse checks.

Validation:

  • All 27 focused helper tests passed on Windows and Linux using the current canonical helper and tests. The helper SHA-256 is f9f919523098e8ac0a00d8082e593c0bfca969bb05163f5d1f957f31262c39fe.
  • npm run docs:maintain passed on the current revision: zero decision errors, with the existing 7 warnings and 38 unanchored historical entries. The real pre-commit documentation check passed.
  • The local final-merge audit passed for 5b64a7c47b969305da1debcbf501ff6b43374a28 against current main dfe1bb0c044477d3541b5326ba6235e56ee41d20. The final provider-backed merge audit also passes: current base/head match, zero unresolved threads, CLEAN merge state and all required checks successful.
  • Two earlier runner attempts ran out of disk space before the build step. The final-head failed-only retry passed Build and the required aggregate. No required gate, assertion, timeout or scheduling guard was weakened.
  • Application, retrieval, provider, database, browser and macOS acceptance were not run locally for this documentation/helper change.

The owner has authorized review and normal merge after required checks and the provider-backed final-merge audit pass. No migrations or provider configuration are changed. Cloud checkouts must select a revision containing this update; publication does not refresh existing chats or prove adoption.

Summary by CodeRabbit

  • New Features
    • Added a copy-first workflow for preparing, reviewing, and reconciling document drafts without editing source documents. Export is blocked when drafts need review, contain unresolved conflicts, or are based on stale source documents.
  • Documentation
    • Added guidance on using the draft workflow, coordinating document handoffs, publication approvals, and conversation memory.
    • Added a decision record outlining separate-copy work and applicable approval requirements.
  • Tests
    • Added automated checks for document-draft changes submitted in pull requests.