Strata

Strata — universal project memory

The single source of truth for the strata 0.0.3 pattern. Project memory is owned by the repo under .strata/, not by Claude, Codex, Gemini, or any other tool; AGENTS.md/CLAUDE.md are thin adapters pointing at .strata/MANIFEST.md and hold no separate memory.

This file is operational rules only. Depth lives elsewhere — link, don't restate: how it all works → docs/DESIGN.md · why → docs/decisions/ · upgrades → MIGRATIONS.md

Three entry points: rule lookup (default — commands read §§1–7 for decisions), capture (write a fresh finding/gotcha before context decays, §5), and init (scaffold or migrate a project, §8).

Invocation. The skill's canonical name is strata; Codex and other tools call Skill(name='strata', …). Installed as the Claude Code plugin, commands and skill are namespaced under the plugin name — the commands are /strata:init, /strata:save, /strata:load, /strata:capture, and the skill is Skill(name='strata:strata', …). Slash-command references below use the plugin form.

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1. Tiers and stores

Tier	Where	When loaded
Hot	.strata/memory/ + .strata/issues/ACTIVE.md	Session start
Warm	.strata/docs/ + individual issues/*.md	On demand, by task
Cold	.strata/memory/archive/ + .strata/issues/archive/	Explicit history search only

One routing key per store: project_state.md = recency ("what was I doing"), learnings/ = operation ("what do I know about doing this"), issues/ = status ("what work exists"), docs/ = topic ("what is true and why"), archive/ + action_log.md = time ("what happened"). Derivable knowledge (code, git log, folder structure) gets no store.

Budgets (hard): MEMORY.md ≤80 lines · project_state.md ≤200 lines, current + last completed session only. Warm and cold are unbudgeted — depth is free off the hot path.

Contract file. .strata/MANIFEST.md (with layout_version: 3) is the only per-project file stating structure and routing. MEMORY.md is a pure index: live pointers + the generated rules-by-trigger table — the hot subset of learnings (§4); the complete list is learnings/INDEX.md. Never re-add routing tables to it.

Portability. Project-relative paths only (.strata/...); no machine-specific absolute paths, usernames, or single-OS commands in memory — give PowerShell and POSIX variants when a saved command matters on both.

2. Routing — where new knowledge goes

You produced / discovered	Write to	When
Finding, bug, improvement, debt, task, feature, initiative	issues/<id>-<slug>.md, status open, full rationale + diagnostics	Immediately, mid-session
Deferred work	same file, status parked + revive-when:	at capture or triage
Behavioral lesson (worked or burned you)	memory/learnings/<slug>.md	at /strata:save, /strata:capture, or immediately if hard-won
Shipped decision with non-obvious rationale	docs/decisions/ADR-NNNN-<slug>.md + source → memory/archive/source-adr-NNNN-*	immediately when settled (§5), or at /strata:save
Product requirement / PRD	docs/product/<slug>.md	when it exists
How a subsystem works	docs/architecture/<slug>.md + row in docs/ARCHITECTURE.md	when it stabilizes
Stable fact (paths, schemas, APIs, conventions)	docs/reference/<slug>.md	on second lookup
Procedure, runbook, incident pattern	docs/ops/… (incidents/<symptom>.md, release-rollback.md)	when it changes
Session narrative	memory/project_state.md, rollover → archive/	at /strata:save
Completed action with external artifact (PR, email, durable URL)	memory/archive/action_log.md append	at /strata:save
A doc this session made wrong	fix in place; retired docs → docs/_archive/	at /strata:save

Never store: secret values (env-var names only); anything derivable from code/git log; raw transcripts, full stack traces, command dumps — concise root cause + evidence instead; shipped rationale with no next step outside an ADR.

Discriminators: a rule fires at an operation → learning; a procedure is steps you execute → ops; a fact is something you look up → reference. An issue can close; a learning outlives every issue that taught it. State is where you stand; anything with its own lifecycle is an issue.

3. Issues — the single backlog

States and types (canonical, defined here and in MANIFEST/DESIGN, reused verbatim):

• Types: bug | improvement | debt | task | feature | initiative
• Statuses: open | in-progress | parked | resolved | wont-fix
• Severity: high | med | low

Operational rules:

1. Capture immediately and completely. The moment a finding surfaces mid-task: write issues/<id>-<slug>.md (id YYYYMMDD-NN) from _TEMPLATE.md — What/Why, and for bugs Tried/Error/Hypothesis/Repro at capture time — status open, then return to the task. Compaction cannot eat what is on disk. Don't fix it unless it blocks the current task.
2. Status changes are frontmatter edits. No file moves while an item is alive.
3. parked requires a concrete revive-when: trigger; /strata:save checks triggers against the session and revives matches.
4. Closing fills Resolution (link the ADR/learning if the close produced durable knowledge); resolved/wont-fix files move to issues/archive/ at the next /strata:save.
5. Dedup at triage: fold new evidence into an existing item instead of filing a near-duplicate.
6. Views are generated, never hand-edited: ACTIVE.md (in-progress), OPEN.md (open, by area, severity first), PARKED.md (+triggers) — regenerated from frontmatter at every /strata:save.

4. Learnings — operation-keyed behavioral memory

One lesson per memory/learnings/<slug>.md:

---
trigger: <when this applies — operation-keyed>
applies-when: <glob/area, optional>
origin: success | failure
hot: <true|false, optional — true loads the rule into MEMORY.md every session>
---
**Lesson:** <1–3 sentences>

• Capture failures and successes — a pitfall with its counterfactual fix is the highest-value item.
• learnings/INDEX.md (every learning) and the MEMORY.md rules-by-trigger table (the hot subset) are regenerated from frontmatter at /strata:save.
• Hot subset. The MEMORY table lists learnings marked hot: true — the broad/frequent rules worth loading every session. Graceful default: a project with no hot: flag anywhere keeps all learnings in the table (legacy, unchanged); the first hot: flag opts it into filtering. New learnings default hot: false (INDEX-only), so the hot table stays bounded as learnings accumulate — promote to hot: true only when a rule proves broadly triggered. Never auto-pick the set; /strata:save only flags an over-budget table and suggests curating (§6E).
• Retrieval discipline: consult the trigger table, open the one or two matching files at operation time. Never bulk-read the folder; never re-read at load.
• If a lesson needs more than 3 sentences, the surplus is reference or ops material — route it there.

5. Immediate capture — before context decays

Invoked via Skill(name='strata', args='capture'), /strata:capture, or any moment something worth keeping appears mid-task. Write every important moment to its home the instant it is clear, so the docs grow as you build instead of waiting on session end. Spend tokens now; a compacted-away diagnosis or rationale is more expensive than a small file write.

Trigger: a failed command/tool/API, retry loop, or workaround; surprising repo behavior or a brittle environment step; a bug, finding, or doc drift; a rule future agents should know before an operation; a decision you settled (with the rationale and the options you rejected); a change of direction that overturns a prior decision or spec; how an outside system actually works; or a requirement, or the reasoning behind it, worth a spec or PRD.

Route (write the home for what you captured; /strata:save is the safety net that files anything you miss):

• Closeable work -> issues/<id>-<slug>.md from _TEMPLATE.md, with status: open or in-progress, severity/area, What/Why, Tried/Error/Hypothesis/Repro, evidence, and next action.
• Reusable behavior -> memory/learnings/<slug>.md, with operation-keyed trigger:, optional applies-when:, origin: success | failure, and a 1-3 sentence lesson.
• Settled decision with non-obvious rationale -> docs/decisions/ADR-NNNN-<slug>.md (NNNN = highest existing + 1, the §6 collision scan), status proposed/accepted, with the considered options. A change of direction supersedes the old ADR per docs/decisions/README.md — new ADR, old one marked superseded, never an in-place rewrite.
• Durable knowledge -> the warm docs: a runbook or how-a-system-works under docs/ops/ or docs/architecture/; a requirement or its reasoning under docs/product/.
• Several at once when one moment is more than one of these: e.g. a fixable bug (issue) that also taught a rule (learning).
• Flat mode -> append a concise "Fresh capture" entry to .strata/memory/project_state.md under Findings/Gotchas/Open Items.

Write discipline: targeted grep first to avoid duplicates; fold new evidence into an existing file when it matches. Keep evidence concise; no raw transcript dumps, full logs, or secret values. Capture writes the source file only — do not regenerate the views or the ARCHITECTURE.md index; /strata:save does that and finalizes anything left as a draft.

Report and resume: say which file(s) were written or updated, then continue the original task unless the capture reveals a blocker.

The hook may have pre-logged failures to the inbox; promote them per §5a.

5a. Inbox — deterministic capture backstop

The capture-guard hook (ADR-0011) auto-logs failed tool results to .strata/inbox/captures.jsonl the moment they happen, so evidence survives compaction without the agent acting. Each line is one redacted raw stub {ts, event, tool, signal, command, snippet, h} — raw evidence, not finished memory. The inbox is git-ignored transient scratch.

Promote-and-clear (the read side, deterministic — no extra agent turn):

• /strata:capture and /strata:save: read .strata/inbox/captures.jsonl, fold each real failure into an issue/learning (dedup against the backlog, drop secrets/stack-traces per §2), then truncate captures.jsonl and delete .strata/inbox/.cursor.*.json.
• /strata:load: report the un-promoted count in the orientation.
• A typo or already-known failure is dropped, not promoted. Promotion is the authoritative dedup; the hook's append-time window is only a first pass.

6. /strata:save — preview-execute contract

A — Scan the session into buckets: resumption point · issue events (new captures — verify the mid-session ones hit disk; status changes; resolutions) · learnings (both origins) · ADR candidates (file any not already written mid-session) · durable-doc impact · external completions · rollover (state beyond current + last completed) — also promote any un-promoted .strata/inbox/ stubs (§5a) and clear the inbox.

B — Preview: ONE block listing every proposed change under NEW FILES / APPENDS / UPDATES / MOVES / DELETIONS (section-only) / REGENERATED / SKIP, then continue automatically. The preview is an audit record, not a confirmation gate. Empty plan → "no changes proposed", stop.

C — Safeguards (before preview):

• Git-dirty check — files to MOVE or DELETE-FROM with uncommitted edits go under SKIP, untouched.
• ADR collision guard — next number = highest existing + 1 (scan docs/decisions/).
• Section-only deletions — never remove whole files without explicit instruction.
• Idempotent — re-run with no new work proposes nothing.

D — Execute immediately after the preview, in order: writes → appends → updates (frontmatter/status) → moves → deletions → clear inbox (truncate captures.jsonl + drop cursor files — the physical clear; promotion happens in step A) → regenerate all views last (ACTIVE/OPEN/PARKED, learnings/INDEX, MEMORY trigger table; sync MEMORY.md pointers + ARCHIVE.md).

E — Verify & report: budgets hold (§1); views match frontmatter; resumption point actionable; hot memory and touched warm docs agree. If the regenerated MEMORY.md would breach ≤80, don't auto-trim — report it and suggest curating the hot subset (opt in by flagging the most-triggered learnings hot: true; the rest stay in INDEX.md, §4). Then a concise summary of what went where.

7. /strata:load — orientation contract

Load order (stop early if the task is already clear):

1. .strata/MANIFEST.md (check layout_version: 3; a legacy strata_version: 0.0.3 stamp or any other mismatch → MIGRATIONS.md, stop)
2. .strata/memory/MEMORY.md
3. .strata/issues/ACTIVE.md
4. .strata/memory/project_state.md (current + last completed only)

On demand only: OPEN.md by area · the specific issue being resumed · warm docs the task touches. Never auto-load: learnings files, ADRs in bulk, item files in bulk, archive/, action_log.md.

Verify against git before presenting: git status (do listed uncommitted changes exist?), git log --oneline -5 (commits since last session?), spot-check referenced paths and issue ids. State is a hint; the repo is truth; report conflicts, never silently absorb them.

Present ≤6 lines: last session · next up (issue id) · active count · prerequisites · fired parked-triggers · inbox un-promoted count · drift. Then ask: continue or something else?

8. init — scaffold or migrate a project

Invoked via /strata:init (Claude Code), Skill(name='strata', args='init') (Codex and other tools), or an explicit ask to set up project memory.

Preconditions:

1. CWD is the target project root, inside a git repo (git rev-parse --is-inside-work-tree; error out if not).
2. Existing-memory routing. Detect before writing:
   • Valid current layout (.strata/MANIFEST.md with layout_version: 3) → refuse: report the existing memory; re-bootstrap requires the user to move/delete it first.
   • Flat mode (.strata/memory/project_state.md exists, with no .strata/MANIFEST.md and no .strata/memory/MEMORY.md) → run the flat→0.0.3 rung in MIGRATIONS.md; never overwrite the flat file in place.
   • 0.0.1/0.0.2 fingerprints — .claude/memory/, docs/PROJECT-MAP.md, .ai/ (or .ai/MEMORY-MAP.md), open_action_items.md, project_<slug>.md memory files, docs/parked/, or project files referencing the old /save-point///load-point commands → run the matching MIGRATIONS.md rung(s), not a fresh scaffold.
   • Mixed or partial .strata/ state that is not the flat fingerprint → stop, report every fingerprint, and ask the user to choose repair/migration; never guess and never overwrite.

Questions (single AskUserQuestion): project name; project type — "Code project (full .strata/docs/ taxonomy)" vs "Knowledge/ops project (memory + issues; docs grow later)". During migration, derive these from existing memory when obvious and ask only for missing values.

Fresh files to write — templates from this skill's templates/, substituting {{PROJECT_NAME}} and {{INIT_DATE}} (today, YYYY-MM-DD) in every copied file:

Template	Target	Condition
templates/AGENTS.md	AGENTS.md	only if absent
templates/CLAUDE.md	CLAUDE.md	only if absent
templates/MANIFEST.md	.strata/MANIFEST.md	always
templates/memory/MEMORY.md	.strata/memory/MEMORY.md	always
templates/memory/project_state.md	.strata/memory/project_state.md	always
templates/memory/learnings/{INDEX,_TEMPLATE}.md	.strata/memory/learnings/	always
templates/memory/archive/{ARCHIVE,action_log}.md	.strata/memory/archive/	always
templates/issues/{README,_TEMPLATE,ACTIVE,OPEN,PARKED}.md	.strata/issues/ (+ create issues/archive/)	always
templates/docs/ARCHITECTURE.md + templates/docs/{product,architecture,decisions,reference,ops}/README.md	.strata/docs/…	code projects
templates/inbox/.gitignore	.strata/inbox/.gitignore	always

Existing adapters are left unchanged and reported as such. Adapters are pointers only — never write project memory into them.

Migration writes may target the same paths, but source memory is archived first. Flat project_state.md becomes .strata/memory/archive/source-flat-project-state-<date>.md before a new hot project_state.md is written; extracted issues, learnings, and ADRs cite that archive path or the archived section heading. Ambiguous content stays in the archive and gets a triage issue, not a silent drop.

Report exactly:

strata 0.0.3 initialized in <cwd>.

Created:
- .strata/MANIFEST.md (contract, layout_version: 3)
- .strata/memory/ (MEMORY.md index, project_state.md, learnings/, archive/)
- .strata/issues/ (README, _TEMPLATE, ACTIVE/OPEN/PARKED views, archive/)
- .strata/inbox/ (git-ignored capture scratch)
<- .strata/docs/ (ARCHITECTURE.md + product/architecture/decisions/reference/ops) — code projects>
- AGENTS.md / CLAUDE.md adapters that were absent
<- Existing adapters left unchanged: ...>

Next:
- Describe the project in .strata/MANIFEST.md ("What <project> is")
- Work; use /strata:capture for findings/gotchas as they surface
- /strata:save at session end · /strata:load at session start

9. Versioning and migration

• Two distinct version numbers, deliberately different formats so they cannot be confused (ADR-0013):
  • Memory layout — layout_version: <integer> in MANIFEST.md frontmatter; a generation counter. This skill writes layout_version: 3 (the generation formerly stamped strata_version: 0.0.3; same structure, only the stamp label changed).
  • Plugin release — semver via git tags + plugin.json/marketplace.json (e.g. 0.0.6), per ADR-0008. A plugin release can ship with no layout change.
• On init, any flat/0.0.1/0.0.2 fingerprint — or a legacy strata_version: 0.0.3 stamp — routes to MIGRATIONS.md (detect → gated transform → rollback, per rung) instead of fresh scaffolding. On save/load version mismatch: stop, report, point at MIGRATIONS.md. Never double-initialize and never overwrite source memory before archiving it.
• Releases of strata itself: git tags + CHANGELOG.md (git-native versioning — no version-archive folders anywhere, one optional docs/_archive/ for retired docs).

10. Common mistakes

Mistake	Fix
Restating routing in commands, adapters, or MEMORY.md	MANIFEST + this skill own it; everything else links
Holding a mid-task finding "for save time"	Run /strata:capture or write the issue/learning file the moment it surfaces
Hand-editing ACTIVE/OPEN/PARKED or INDEX	Edit item frontmatter; views regenerate at save
Moving an item file to change its status	Status is frontmatter; files move only on close (→ archive)
parked without revive-when:	A concrete trigger or it isn't parked, it's abandoned
Bulk-loading learnings/ADRs/archive at load	Indexes + trigger table exist so you don't
Save waits for a y/n gate	One preview block, then execute automatically — invoking /strata:save is the confirmation
New ADR with a colliding number	Scan docs/decisions/, take highest + 1
Capturing "architecture needs cleanup"	Evidence, affected paths, hypothesis, fix direction, acceptance criteria — in the issue
init over flat or legacy memory	Migrate via MIGRATIONS.md; archive source first, then write 0.0.3 files

11. Relationship to other memory skills

remember:remember (single handoff note), atlas-memory (SQLite + vectors), agentdb-* (vector/RL backends) are storage mechanisms and are orthogonal. Strata is the structural pattern — where knowledge lives, when it loads, when it moves. They can coexist; strata files stay plain markdown + grep on purpose.