Initialize FileMaker AI core

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# Operating system and editor state
.DS_Store
.local/
tmp/
# Secrets and machine-specific configuration
.env
.env.*
!.env.example
*.pem
*.key
*.p12
*.pfx
credentials/
secrets/
# Local agent and editor configuration
.claude/settings.local.json
.claude/worktrees/
.codex/
.vscode/*.local.json
.idea/
# Generated dependencies and logs
node_modules/
dist/
build/
coverage/
*.log
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# FileMaker AI Core
This repository contains reusable, client-neutral guidance for FileMaker AI work. It is designed to be consumed by client workspaces as a pinned Git submodule.
## Scope
- Keep this repository free of client names, DDR exports, tickets, production data, credentials, and client-specific business rules.
- Put project facts, confirmed decisions, raw DDR locations, and client communication requirements in the consuming project repository.
- Treat this repository as a baseline, not as permission to overwrite legacy project conventions.
## Project Integration
The consuming project's root `AGENTS.md` must direct agents here explicitly and identify the relevant skill. A project normally gives this repository lower priority than:
1. Confirmed client decisions and current ticket requirements
2. The project's own `AGENTS.md`, notes, and documented conventions
3. Verified current DDR or direct FileMaker inspection
4. This core guidance
5. General FileMaker practice
## Core Rules
- Separate confirmed behavior from assumptions and open questions.
- Do not invent business rules, schema details, permissions, or implementation status.
- Preserve established legacy patterns unless a confirmed requirement deliberately changes them.
- Treat parsed DDR as generated reference data; do not edit it manually.
- Before sharing parsed DDR, run the project's secret-redaction and review process.
- Keep reusable instructions concise and split them into relevant skills instead of growing this file indefinitely.
## Available Skills
- `skills/ddr-analysis/`: analyze FileMaker DDR safely and evidence-first.
- `skills/filemaker-scripting/`: prepare or review FileMaker script work.
- `skills/ticket-analysis/`: turn a request into confirmed scope, questions, risks, and tests.
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# FileMaker AI Core
Private, reusable guidance for FileMaker projects that use AI assistants.
This repository deliberately contains no client DDR, tickets, production data, credentials, or client-specific rules. Client workspaces consume a pinned version as a Git submodule, usually at `shared/filemaker-ai-core/`.
## Phase 1 status
The initial skeleton establishes the shared contract, three generic skills, a ticket-analysis prompt, and project templates. It intentionally does not yet include a DDR parser wrapper or any material copied from a client workspace.
## Layout
- `AGENTS.md`: stable core policy and skill routing.
- `skills/`: focused reusable FileMaker workflows.
- `docs/`: common project, DDR, and security guidance.
- `prompts/`: reusable starting points for agent output.
- `templates/`: files for a new client AI workspace.
- `scripts/`: future client-neutral automation only.
## Intended consumption
```text
<project>-ai/
AGENTS.md
shared/
filemaker-ai-core/ # pinned Git submodule
```
The project root remains the normal VS Code folder. Its `AGENTS.md` explicitly directs the agent to the core resources when relevant.
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# DDR Workflow
Raw DDR is generated input and belongs beside the client project, outside the AI workspace Git repository. Parsed DDR is useful for diffs and analysis, but only after a security review.
## Portable project layout
```text
<client>/<project>/
ddr/
dev/
prod/
archive/
<project>-ai/
DDR-Parsed/
```
Projects should store relative source definitions, not absolute workstation paths. A future parser wrapper must validate the source, parse into a temporary directory, run redaction checks, and only then update `DDR-Parsed/`.
Do not enable automatic commits from the parser. Review the sanitized diff before committing it.
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# Project Contract
Every client AI workspace owns its client context. Keep the project root small, explicit, and safe to open directly in VS Code.
## Project-owned material
- client name and project scope
- confirmed business rules and decisions
- tickets, project notes, and approved analysis
- sanitized parsed DDR
- FileMaker work scripts and project-specific prompts
- the location and environment names of raw DDR exports
## Core-owned material
- generic FileMaker analysis and scripting workflow
- reusable prompts and templates
- generic DDR handling and secret-safety guidance
- client-neutral helper scripts
## Instruction precedence
When guidance conflicts, preserve project evidence and confirmed client decisions. A project may opt into an additional organization-specific standard without applying it to other clients.
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# Security and Redaction
Private Git hosting does not make secrets safe to commit. FileMaker DDR can expose credentials through custom functions, calculations, scripts, data sources, and integration settings.
Before a parsed DDR is committed or shared:
1. Scan for private keys, tokens, passwords, client secrets, API keys, and connection strings.
2. Redact values deterministically while retaining the object name and enough structure for analysis.
3. Review the resulting diff.
4. Rotate any active credential that may have entered Git history.
5. Keep raw DDR and original secret-bearing exports outside Git.
Never add a real secret to this core repository, examples included.
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# Ticket Analysis Prompt
Analyze the supplied request using the project `AGENTS.md`, confirmed notes, and current parsed DDR.
- Do not invent missing business rules.
- Cite exact FileMaker object names when DDR evidence matters.
- Separate confirmed requirements, current behavior, assumptions, and questions.
- Identify affected scripts, fields, layouts, relationships, permissions, reports, and integrations where relevant.
- End with practical tests and concise client questions only when a decision is needed.
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# Scripts
This directory is reserved for small, client-neutral automation that belongs to the common AI framework.
Do not add a bundled `DDRparser` binary here. The existing parser is an external developer dependency; future wrappers should validate its presence and operate through project-relative configuration.
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---
name: ddr-analysis
description: Analyze a FileMaker parsed DDR with evidence, identify affected objects and dependencies, and distinguish current implementation from unconfirmed intent.
---
# DDR Analysis
Use this skill when a FileMaker task may affect existing tables, fields, calculations, relationships, layouts, scripts, custom functions, value lists, privileges, integrations, reports, or stored data.
## Workflow
1. Read the current ticket and confirmed project notes.
2. Confirm that the DDR is current enough for the question; state uncertainty if it is not.
3. Search every affected object type, not only the first matching script or field.
4. Record exact object names and relevant relationship paths as evidence.
5. Separate confirmed behavior, existing implementation, inference, and open questions.
6. Identify regression, permissions, data, report, and integration impact.
## Rules
- Parsed DDR is generated reference data: do not edit it manually.
- Do not call a proposal implemented unless the current DDR or direct FileMaker verification proves it.
- Treat secrets found in DDR as a security issue; do not reproduce their values in analysis or output.
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---
name: filemaker-scripting
description: Prepare or review FileMaker script changes while preserving verified legacy behavior, context safety, validation, error handling, and regression coverage.
---
# FileMaker Scripting
Use this skill for FileMaker script generation, edits, reviews, or troubleshooting.
## Workflow
1. Confirm the requirement and locate comparable current scripts in the project DDR.
2. Establish or validate context, parameters, privilege assumptions, record state, and expected errors.
3. Preserve the project's proven naming and framework patterns.
4. Use the available FileMaker script-format tooling when producing `.fmscript` content.
5. Define normal, invalid-input, empty-result, privilege, cancellation, and regression tests as relevant.
## Safety
- Never assume the current layout, found set, record, account, or PSoS context.
- Treat deletes, commits, imports, account changes, and integrations as high-risk operations.
- Do not replace a working legacy pattern solely because a generic convention looks cleaner.
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---
name: ticket-analysis
description: Analyze a FileMaker ticket into confirmed requirements, questions, affected existing behavior, implementation steps, risks, and tests without inventing business rules.
---
# Ticket Analysis
Use this skill before proposing implementation for a ticket, email request, or developer handoff.
## Output
Return only the sections needed by the project, normally:
1. Summary
2. Confirmed requirements
3. Existing behavior and affected DDR evidence
4. Open questions and assumptions
5. Suggested implementation steps
6. Risks and regression impact
7. Test cases
## Rules
- A client decision is not confirmed merely because it appears in a draft or an old ticket.
- Ask short, decision-oriented questions instead of filling gaps with guesses.
- Keep a proposed design distinct from verified current implementation.
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# Copy into a project AI workspace and adjust only relative paths.
sources:
dev: ../ddr/dev/Summary.xml
prod: ../ddr/prod/Summary.xml
output: DDR-Parsed
# Future parser tooling must parse to a temporary location, sanitize values,
# and require review before replacing the tracked output.
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# <Project> AI Workspace
This repository contains client-specific FileMaker AI work. Project evidence and confirmed client decisions take priority over shared guidance.
## Shared Core
For generic FileMaker workflow, read `shared/filemaker-ai-core/AGENTS.md` and then the relevant skill. The core does not replace this project's business rules, legacy conventions, or current DDR.
## Project Sources
- Tickets: `TICKETS/`
- Confirmed notes: `NOTES/`
- Parsed DDR: `DDR-Parsed/`
- Raw DDR: sibling `../ddr/`
Record the project-specific source priority, DDR environments, naming standards, required output format, and known business rules below this line.