Octospec init

octospec-init (onboarding)

This skill is the one-time接入引导 for the octospec engineering standard. Run it when a repo does NOT yet carry .octospec/ and you want to add it. There is no onboarding CLI subcommand or flag to invoke — onboarding is simply the handful of real shell steps below, run by hand.

Relationship: init = one-time onboarding (this skill). Once .octospec/ exists and syncs cleanly, day-to-day work hands off to the octospec-workflow skill (the runtime 4-phase flow: Plan, Implement, Verify, Finish). The two do not overlap — init wires the repo up, workflow drives changes afterward.

When to run this

Run it when:

• the repo has no .octospec/ directory yet, and
• you want this repo to follow the octo-spec shared standard.

Do NOT run it if .octospec/ already exists and octospec-sync.sh succeeds — that repo is already onboarded; switch to the octospec-workflow skill.

Steps

1. Copy the template skeleton

Copy templates/octospec-init from an octo-spec checkout into .octospec/ at the root of the target repo. This carries the rules index, task/journal scaffolding, the .claude/ commands + skills, and its own scripts/ (so the synced repo holds the sync tooling itself).

cp -r <path-to>/octo-spec/templates/octospec-init .octospec

2. Pin the global version and fill in metadata

Edit .octospec/manifest.yaml:

• Pin the global ("constitution") version you inherit: inherits: octo-spec@<semver> — use the exact version of the octo-spec checkout you are syncing from. Read it from that checkout's VERSION file (cat <path-to>/octo-spec/VERSION) rather than hardcoding a number here, so this instruction never drifts when octo-spec bumps its version. For example, if VERSION says 1.2.0, set inherits: [email protected]. The pin must match the GLOBAL_SRC checkout's VERSION exactly or octospec-sync.sh fails the version assertion. The template manifest already ships pinned to this checkout's version, so when you sync from the same checkout no edit is needed.
• Set tier (default repo — the global layer lives in octo-spec itself).
• Set owner to the team or person responsible for this repo's .octospec/.

3. Sync

Run the sync script with GLOBAL_SRC pointing at a checkout of octo-spec at the pinned version. GLOBAL_SRC is mandatory: if it is unset the script prints guidance and exits 1.

GLOBAL_SRC=/path/to/octo-spec ./.octospec/scripts/octospec-sync.sh

This vendors the pinned global rules into the git-ignored cache .octospec/_global/ (the script adds _global/ to .octospec/.gitignore automatically), writes the shared agent-instruction block into the agent-instruction files present in the repo, AND materializes the repo-root scaffolding that tools only discover at the root:

• copies .octospec/.claude/ to the repo root .claude/ so Claude Code finds the slash commands (/octospec-plan, /octospec-go, /octospec-check, /octospec-finish) and the workflow skill, and
• copies .octospec/.github/PULL_REQUEST_TEMPLATE.md to .github/ so GitHub applies the PR template (the body the Finish phase pre-fills).

This step is install-if-missing: any .claude/ or .github/ file you have already customized at the root is left untouched, and re-running sync is idempotent. Commit the materialized root .claude/ and .github/ so teammates get them on a plain git pull.

4. Confirm the agent-instruction block landed

The synced block is delimited by whole-line markers <!-- octospec:begin --> / <!-- octospec:end --> in each agent file. Sync behavior:

• CLAUDE.md and AGENTS.md are the two default entry points — whichever is missing is bootstrapped (created) so both Claude Code and Codex get the block.
• GEMINI.md / QWEN.md are only touched when they already exist; they are never force-created.
• Everything outside the markers (and the file's line endings / trailing newline) is preserved; a malformed marker state makes sync refuse that one file rather than risk clobbering hand-written content.

Open one agent file and confirm the octospec:begin/octospec:end region is present.

5. Self-check with lint

Run the OKF conformance lint once, from the repo root of the target repo, using the lint script in your octo-spec checkout (the same GLOBAL_SRC you synced from in step 3). Unlike octospec-sync.sh, the lint script is not vendored into .octospec/scripts/ — it is a one-time onboarding self-check, so it is run from the octo-spec checkout rather than copied into every repo.

GLOBAL_SRC=/path/to/octo-spec   # the checkout you synced from in step 3
"$GLOBAL_SRC/scripts/octospec-lint.sh" .

Exit 0 means the knowledge units conform. The linter recurses from ., so it picks up this repo's .octospec/rules/ (it scans OKF knowledge units under global/, */rules/, tasks/, and journal/; it does not inspect skill files, so this skill itself is out of scope).

After onboarding

Once the steps above pass, this repo is onboarded. Hand day-to-day coding back to the octospec-workflow skill, which runs the 4-phase flow for each non-trivial change. Re-run step 3 (sync) any time you bump the pin in manifest.yaml — it is idempotent.