SOP Index

sop-index Sop

sop active

SOP Index

Master index of all SOPs, conventions, and workflow notes. Query this note to understand the full SOP landscape.

Agent-SOP Mapping

SOP Agent Enforced by
<code>agent-workflow</code> All agents + main session Agent profiles (<code>agent-dev</code>, <code>agent-qa</code>, <code>agent-penny</code>)
<code>agent-spawn-conventions</code> Main session (spawner) <code>check-agent-spawn.sh</code> hook (deny)
<code>pr-lifecycle</code> stages 1-3 <code>agent-dev</code> <code>block-main-commits.sh</code>, <code>check-issue.sh</code>, <code>check-pr-template.sh</code>
<code>pr-lifecycle</code> stage 4 <code>agent-qa</code> <code>remind-review-loop.sh</code> (reminder)
<code>pr-lifecycle</code> stages 5-7 Main session <code>block-mcp-merge.sh</code>, <code>post-mcp-merge-rebase.sh</code>
<code>pr-review-loop</code> <code>agent-qa</code> Agent profile + SOP compliance checklist
<code>solo-dev-pr-workflow</code> <code>agent-dev</code> Agent profile (constraint: present PR and stop)
<code>worktree-workflow</code> <code>agent-dev</code> Agent profile (use <code>isolation: "worktree"</code>)
<code>sop-post-merge-docs</code> Ava <code>/update-docs</code> skill (chain walk)
<code>sop-incident-response</code> All agents + main session Manual (no hook enforcement — see hook-catalog coverage gaps)
<code>sop-capacitor-mobile-lifecycle</code> <code>agent-dev</code> + main session Manual (Phase 15 Capacitor audit agent — future)
<code>sop-frontend-experiment</code> <code>agent-dev</code> + main session Convention only
<code>sop-platform-tf-changes</code> <code>agent-dev</code> Partial — <code>-lock=false</code> not yet hook-enforced (hook-catalog gap). CI validates on PR.
<code>template-pr-body</code> <code>agent-dev</code> <code>check-pr-template.sh</code> hook (deny)
<code>template-issue</code> Ava (main session) <code>check-issue-template.sh</code> hook (deny)
<code>template-phase</code> Ava (main session) <code>check-phase-template.sh</code> hook (deny)
<code>convention-subphase</code> Ava (main session) Convention only (applied when creating subphase notes)
<code>sop-claude-config-development</code> <code>agent-dev</code> + main session Convention only (chicken-and-egg — hooks can't enforce changes to themselves)
<code>sop-note-deletion</code> All agents <code>warn-delete-note.sh</code> hook (warn, not hard block)
<code>deployment-lessons</code> Reference only Not enforced
<code>service-onboarding-sop</code> Ava + <code>agent-dev</code> Not enforced (reference only)

Workflow SOPs

Slug Title Summary
<code>sop-board-workflow</code> Board Workflow (Continuous Kanban) How work flows through boards. Column semantics, sync cadence, item lifecycle, label-to-column mapping, triage procedure. The board IS the DORA dashboard.
<code>worktree-workflow</code> Worktree Workflow Git worktrees for branch isolation. One worktree per issue.
<code>solo-dev-pr-workflow</code> Solo Dev PR Workflow PR flow: create branch, open PR, present link, STOP. Never merge without approval.
<code>pr-review-loop</code> PR Review-Fix Loop Mandatory review-fix cycle before presenting PR. Fresh reviewer each round.
<code>pr-lifecycle</code> PR Lifecycle All 7 PR stages with enforcement layer mapping (hooks, MCP, skills, agents).
<code>agent-workflow</code> Agent Workflow Separation of concerns: main session = docs, agents = repos. Five agents, ten rules.
<code>sop-claude-config-development</code> Claude Config Development Worktree + symlink swap for developing ~/.claude/ safely. Convention-enforced (chicken-and-egg).
<code>sop-post-merge-docs</code> Post-Merge Documentation Update Chain walk after every merge: plan phase, project page, board sync, SOP index, hook catalog.
<code>sop-note-deletion</code> Note Deletion (Backup-First) Read full note content before deleting. Warn hook enforces.
<code>sop-incident-response</code> Incident Response Severity levels, detection, triage, diagnosis, remediation (with board tracking), verification, postmortem. Common failure runbooks.
<code>sop-ci-pipeline-recovery</code> CI Pipeline Recovery Test fail, build fail, push fail, smoke test fail. Max 2 retries before escalating.
<code>sop-deploy-recovery</code> Deploy Recovery ArgoCD sync fail, pod crash, image pull fail, CrashLoopBackOff, ghost override.
<code>sop-hook-block-recovery</code> Hook Block Recovery PreToolUse hook blocks unexpectedly. Understand the block, fix your action or flag the hook.
<code>sop-mcp-server-recovery</code> MCP Server Recovery Silent load failure, timeout, tool not found. Absorbs bug-mcp-silent-load-failure.
<code>sop-pr-rejection-recovery</code> PR Rejection Recovery QA nits, merge conflicts, CI regression after push. Nits to Epilogue.
<code>sop-db-migration-recovery</code> Database Migration Recovery Failed migration, data inconsistency, rollback, CI secrets stale. Escalate immediately (0 retries).

Conventions

Slug Title Summary
<code>agent-spawn-conventions</code> Agent Spawn Conventions No plan, no agent. Required elements in every spawn prompt.
<code>convention-subphase</code> Subphase Convention When and how to create subphases for tangent work. Recursive <code>parent_slug</code> nesting.
<code>convention-block-first-access</code> Block-First Access TOC → section → full note. 91% token reduction. The default knowledge access pattern.
<code>convention-agent-autonomy-levels</code> Agent Autonomy Levels L0 (always ask), L1 (proceed if SOP exists), L2 (fully autonomous). Per-agent scope.
<code>convention-escalation-triggers</code> Escalation Triggers When to stop and escalate. Immediate, conditional (recovery SOP first), scope expansion.
<code>convention-validation-checkpoints</code> Validation Checkpoints Three verification loops: per-phase, per-session, periodic Dottie audit.
<code>branch-protection</code> Branch Protection Main branch protection settings for GitHub and Forgejo.
<code>ci-rules</code> CI Rules CI never pushes to main, no skip-ci, minimal permissions, idempotent.
<code>namespace-conventions</code> Namespace Conventions No namespace in k8s manifests — ArgoCD controls placement.
<code>tagging-conventions</code> Tagging Conventions Tag categories: type, project, domain, status. Query patterns.
<code>mermaid-authoring</code> Mermaid Authoring Convention Use <code>&lt;pre class="mermaid"&gt;</code> blocks for diagrams. 5-15 nodes. Pair with prose.

Deployment & Onboarding

Slug Title Summary
<code>service-onboarding-sop</code> Service Onboarding SOP 7-step process to add a new service to the platform.
<code>deployment-lessons</code> Deployment Lessons Learned Memory limits, secrets, Woodpecker syntax, Postgres PVC, Forgejo push auth.
<code>sop-platform-tf-changes</code> Platform Terraform Changes Standard workflow for Terraform changes. CI-driven apply (pal-e-platform), plan-before-merge (pal-e-services), kustomize validation (pal-e-deployments).
<code>sop-network-security</code> Network Security Tailscale funnel policies, NetworkPolicy conventions, ingress security.
<code>sop-postgres-restore</code> Postgres Restore (CNPG + MinIO) CNPG cluster restore from MinIO backups. WAL switch, restore CR, verification.
<code>sop-secrets-management</code> Secrets Management Salt pillar secrets, terraform injection, Woodpecker repo secrets, rotation procedures.
<code>sop-harbor-robot-import</code> Harbor Robot Import Recovery Recovery when tofu apply fails with Harbor 409. Find real robot ID, import safely, avoid breaking live infra. Created from 2026-04-26 near-miss.

Frontend & Mobile

Slug Title Summary
<code>sop-frontend-experiment</code> Frontend Experiment Setup Linked-repo playground model. Hub repo (pal-e-playground) = CSS guide only. Each project owns its own -playground repo.
<code>sop-capacitor-mobile-lifecycle</code> Capacitor Mobile Lifecycle Playground → Capacitor → Docker Compose → Production pipeline. @-comment spec format, complexity scale, gate system. The promotion pipeline.

Templates

Query: list_notes(tags="template")
Slug Title Used By
<code>template-plan</code> Plan Template Main session (planning)
<code>template-phase</code> Phase Template Main session (phase/subphase creation). Two shapes: full phase + subphase variant.
<code>template-project-page</code> Project Page Template Project initialization
<code>template-pr-body</code> PR Body Template <code>agent-dev</code>, <code>check-pr-template.sh</code> hook
<code>template-issue</code> Issue Template Ava, <code>check-issue-template.sh</code> hook. Uses <code>### Lineage</code> for full ancestry chain.
<code>template-sprint-item</code> Sprint Item Template Sprint board item structure
<code>template-agent</code> Agent Template Defining new agent types
<code>template-skill</code> Skill Template Defining new skill notes + SKILL.md files
<code>template-bug</code> Bug Template Lightweight bug discovery notes in pal-e-docs

Skills

Query: list_notes(tags="skill,active")
Slug Title Agent Invokable
<code>skill-create-issue</code> Skill: Create Issue Ava <code>/create-issue</code>
<code>skill-implement-phase</code> Skill: Implement Phase <code>agent-dev</code> <code>/implement-phase</code>
<code>skill-review-pr</code> Skill: Review PR <code>agent-qa</code> <code>/review-pr</code>
<code>skill-fix-review</code> Skill: Fix Review <code>agent-dev</code> <code>/fix-review</code>
<code>skill-update-docs</code> Skill: Update Docs Ava <code>/update-docs</code>
<code>skill-board-sync</code> Skill: Board Sync Ava <code>/board-sync</code> (SKILL.md pending 11b)
<code>skill-board-status</code> Skill: Board Status Ava <code>/board-status</code> (SKILL.md pending 11b)
<code>skill-board-add</code> Skill: Board Add Ava <code>/board-add</code> (SKILL.md pending 11b)

Agent Profiles

Query: list_notes(tags="agent,active")
Slug Title Role
<code>agent-ava</code> Agent: Ava Main session — plans, coordinates, manages knowledge, creates issues
<code>agent-penny</code> Agent: Penny Communications & scheduling — email, calendar, social media, external KBs
<code>agent-dev</code> Agent: Dev Implement phases — write code, create PRs
<code>agent-qa</code> Agent: QA Review PRs — correctness + SOP compliance
<code>agent-dottie</code> Agent: Dottie Doc librarian — executes doc updates under Ava's direction

Query Cheat Sheet

  • list_notes(tags="sop,active") — all active SOPs
  • list_notes(tags="convention") — all conventions
  • list_notes(tags="template") — all templates
  • list_notes(tags="skill,active") — all skill notes
  • list_notes(tags="agent,active") — all agent profiles
  • list_notes(tags="project-page,active") — all project pages
  • list_notes(tags="plan,active") — all active plans
  • list_notes(parent_slug="plan-slug") — top-level phases of a plan
  • list_notes(parent_slug="phase-slug") — subphases of a phase
  • get_note(slug="sop-index") — this index