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Onboard

Skill HsuanYuLee/polaris/.claude/skills/onboard

A Claude Code workspace template with AI skills for JIRA, PRs, code review, estimation, and daily standups

Install
npx -y skills add HsuanYuLee/polaris --skill onboard

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Use when the user wants to onboard a company workspace from scratch, add a company, or rerun workspace setup. Primary trigger: 'onboard'. Deprecated aliases: 'init', '/init', 'initialize', 'setup workspace', '初始化'.

SKILL.md

4.9 KB, as published. Nobody here has run it

Onboard — Workspace Setup Wizard

互動式 wizard,負責建立或更新 company workspace config,並把 company route 登記到 root workspace-config.yaml

init / /init / re-init 是 deprecated aliases,只作相容入口;新的 skill source、 reference loading 與文件語言都以 onboard 為主。

Contract

onboard 只負責 setup orchestration:

  • _template/workspace-config.yaml 建立或編輯 {company}/workspace-config.yaml
  • 在 root workspace-config.yaml 登記 company routing。
  • _template/rule-examples/ scaffold company-scoped L2 rules。
  • 探測 optional integrations,但 optional 系統不可阻塞 onboard 完成。
  • 所有偵測值都必須先顯示給使用者確認,再寫入。

不要猜缺漏值。Auto-detection 只能提供 suggestion,必須經使用者確認。每個 optional section 都可 skip;skip 後欄位保持空值,下游 skills graceful degrade。

Reference Loading

依使用者選到的路徑只讀需要的 references:

SituationLoad
Any onboard runonboard-interaction-patterns.md, onboard-core-workflow.md, workspace-config-reader.md, workspace-language-policy.md
Existing company / upgrade rerunonboard-core-workflow.md rerun section
onboard repair / readiness checkonboard-core-workflow.md, onboard-post-setup-flow.md, workspace-config-reader.md
Project repo detectiononboard-interaction-patterns.md, sub-agent-roles.md
Dev environment setuponboard-runtime-setup-flow.md, dependency-consent.md
Visual regression setuponboard-visual-regression-setup.md, visual-regression-config.md
Daily learning scannerlearning-setup-flow.md, daily-learning-scan-spec.md
Runtime toolchain / Codex bootstrap / handbookonboard-post-setup-flow.md, repo-handbook.md as needed

Repo analysis 或 dev environment detection 派 sub-agent 時,必須注入 sub-agent-roles.md 的 Completion Envelope。

Flow

  1. 解析 workspace root,讀取 root config。
  2. 判斷 full onboard、edit existing company、rerun missing sections,或 cancel。
  3. 確認 root language preference 存在,後續 prompt 全部使用該語言。
  4. 依 loaded references 收集 company basics、GitHub、JIRA、Confluence、Slack、 Kibana、projects、scrum、infra、runtime、visual regression 設定。
  5. 寫入前顯示完整 YAML;default_company 只能在 root config,不可進 company config。
  6. 寫入 company config、更新 root company routing、append audit entries。
  7. 執行 optional post-setup:clone missing repos、genericize maps、MCP health check、 daily learning scanner、root toolchain readiness check、Codex bootstrap、handbook generation。
  8. 執行 mise run onboard-doctor,回報 ready / partial / blocked、deferred empty fields、root toolchain status、Codex bootstrap status 與建議的第一個指令。Root toolchain repair 採 print-only,只顯示 mise run bootstrap / mise run doctor -- --profile <profile>,不可由 onboard repair 隱性代跑。若使用者明確選擇 --execute,才可執行可自動修復且 non-interactive / CI-safe 的 repair command。

Write Rules

  • Config writes 只寫 local,且必須 idempotent。
  • Root config 只 append 或 update 目標 company。
  • 不可因新增 company 移除或重寫既有 companies。
  • Rerun 只 merge 新收集 sections,不破壞既有 user-provided fields。
  • Repair mode 必須先顯示 doctor summary,再依 action class 決定是否可自動修復;預設 print-only,只有明確 --execute opt-in 才能執行 non-interactive / CI-safe command。
  • Config 不可存 secrets,即使 company config 是 gitignored。
  • Setup extensions 若觸及 Slack、JIRA、Confluence、GitHub external write surface, 發送 user-visible text 前必須通過 workspace-language-policy.md language gate。

Output Rules

產出的 company config 遵守 _template/workspace-config.yaml

  • YAML 使用 two-space indentation。
  • Template 原本有 inline comments 的欄位保留 comments。
  • Skipped optional scalar fields 使用 empty strings。
  • Template 預期為 arrays 的欄位保持 arrays。

每個 user decision 與 auto-detection result 都 append 到 {company}/.onboard-audit.jsonl;re-run 時 append restart marker。

Completion

回報完成前:

  1. 掃描產出的 company config,列出 empty string deferred fields 與補值方式。
  2. 若曾提供 Codex bootstrap,顯示 bootstrap status。
  3. 執行 post-task-reflection-checkpoint.md checklist。

Post-Task Reflection (required)

Final response 前執行 shared reflection checkpoint。

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