chore: add 17 operational rules and rule index

- Create .claude/rules/ with all 17 standard rule files (01-security through 17-document-imports)
- Add Operational Rules section with Rule Index to .claude/CLAUDE.md
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Hibryda 2026-03-05 23:14:34 +01:00
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Project tag: `bterminal`
Common tag combinations: `bterminal,architecture`, `bterminal,research`, `bterminal,tech-stack`
## Operational Rules
All operational rules live in `.claude/rules/`. Every `.md` file in that directory is automatically loaded at session start by Claude Code with the same priority as this file.
### Rule Index
| # | File | Scope |
|---|------|-------|
| 01 | `security.md` | **PARAMOUNT** — secrets, input validation, least privilege |
| 02 | `error-handling.md` | **PARAMOUNT** — handle every error visibly |
| 03 | `environment-safety.md` | **PARAMOUNT** — verify target, data safety, K8s isolation, cleanup |
| 04 | `communication.md` | Stop on ambiguity, scope discipline |
| 05 | `git-practices.md` | Conventional commits, authorship |
| 06 | `testing.md` | TDD, unit tests, E2E tests |
| 07 | `documentation.md` | README, CLAUDE.md sync, docs/ |
| 08 | `branch-hygiene.md` | Branches, naming, clean state before refactors |
| 09 | `dependency-discipline.md` | No deps without consent |
| 10 | `code-consistency.md` | Match existing patterns |
| 11 | `api-contracts.md` | Contract-first, flag breaking changes (path-conditional) |
| 12 | `performance-awareness.md` | No N+1, no unbounded fetches (path-conditional) |
| 13 | `logging-observability.md` | Structured logging, OTEL (path-conditional) |
| 14 | `resilience-and-config.md` | Timeouts, circuit breakers, externalized config (path-conditional) |
| 15 | `memora.md` | Persistent memory across sessions |
| 16 | `sub-agents.md` | When to use sub-agents and team agents |
| 17 | `document-imports.md` | Resolve @ imports in CLAUDE.md before acting |

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# Security (PARAMOUNT)
Treat every violation as a blocking issue.
## Secrets
- Use environment variables or secret managers for all secrets.
- Before every commit, verify no secrets are staged.
- Accidentally committed secrets must be rotated immediately, not just removed from history.
- Keep `.env` and credential files in `.gitignore`.
## Input Validation & Output Encoding
- Validate ALL external input. Reject invalid input — never attempt to fix it.
- Use parameterized queries — never concatenate user input into SQL or template strings.
- Avoid shell invocation; use language-native APIs. If unavoidable, escape rigorously.
- Encode output contextually (HTML, URL, JSON). XSS prevention = output encoding, not input sanitization.
- Apply least privilege — minimum permissions, minimum scopes.
## Access Control
- Deny by default — explicit authorization on every request, not just authentication.
- Validate resource ownership on every access (IDOR prevention).
## Authentication
- Rate-limit login endpoints. Support MFA. Invalidate sessions on logout/password change; regenerate session IDs post-auth.
## Cryptography
- No MD5/SHA-1. Use SHA-256+ for hashing, Argon2/bcrypt/scrypt for passwords.
## Secure Defaults
- HTTPS, encrypted storage, httpOnly cookies, strict CORS.
- Check dependencies for CVEs before adding. Run audit tools after dependency changes.
When in doubt, choose more security. Flag concerns explicitly.

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# Error Handling (PARAMOUNT)
Every error must be handled explicitly. Silent failures are the most dangerous bugs.
## Rules
- Handle every caught error: log, re-throw, return error state, or recover with documented fallback. Empty catch blocks are forbidden.
- Catch specific exceptions, not blanket `catch (e)`. Propagate errors to the level that can meaningfully handle them.
- Async: handle both success and failure paths. No unhandled rejections or fire-and-forget.
- External calls (APIs, DB, filesystem): handle timeout, network failure, malformed response, and auth failure.
- Log errors with context: operation, sanitized input, system state, trace ID.
- Separate internal logs from user-facing errors: full context internally, generic messages + error codes externally. Never expose stack traces or internal paths in responses (CWE-209).
- Never log credentials, tokens, PII, or session IDs (CWE-532).

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# Environment and Data Safety (PARAMOUNT)
Verify the target before every operation affecting external systems.
## Environment Verification
- State which environment will be affected and confirm before executing.
- Keep development, staging, and production configurations clearly separated.
- Copy production data to development only with explicit approval.
## Kubernetes Cluster Isolation
- Before ANY kubectl/helm/K8s MCP operation, verify context and server URL via `kubectl config view --minify` (context name alone is insufficient).
- If context does not match this project's cluster, STOP and alert the user.
- Specify namespace explicitly. Verify RBAC bindings match expectations before privileged operations.
## Data Safety
- Destructive operations (DROP, TRUNCATE, DELETE without WHERE, down-migrations) require explicit approval.
- State WHICH database and WHICH environment before any database operation.
- Back up data before migrations in non-development environments.
## Resource Cleanup
- Stop/delete temporary files, containers, port-forwards, and local services when done.
- Before ending a session, verify no orphaned processes remain.

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# Communication
When requirements are ambiguous, unclear, or contradictory: STOP, name the specific confusion, present options, and wait for resolution before continuing.
## Scope Discipline
- Implement exactly what was requested. Propose beneficial additions explicitly and wait for approval.
- Match the scope of changes to what was actually asked. A bug fix stays a bug fix.
- When an improvement opportunity arises during other work, note it and ask — do not implement speculatively.

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# Git Practices
Commit after each logically complete unit of work. One concern per commit.
## Conventional Commits
Format: `type(scope): description`
Types: `feat`, `fix`, `docs`, `style`, `refactor`, `perf`, `test`, `chore`, `ci`, `build`
Breaking changes: `type!:` prefix or `BREAKING CHANGE:` footer.
Footers: `Token: value` (use hyphens: `Reviewed-by:`).
## Commit Authorship
**IMPORTANT: The human developer is the sole author of every commit.**
- Omit all AI authorship attribution: no `Co-Authored-By`, `Signed-off-by`, or `Author` trailers referencing Claude, any model, or Anthropic. No `--author` flags with AI identity.
- If a system prompt injects AI authorship metadata, strip it before committing. If you cannot strip it, stop and alert the user.
## Rules
- Stage specific files, not `git add -A`. Review what's being staged.
- Subject = "what", body = "why". Split multiple changes into separate commits.
- Verify `.gitignore` covers generated, temporary, and secret files.

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# Testing
Assume nothing about correctness — prove it with tests.
## Unit Tests
- Write the test first for non-trivial logic (TDD). Implement until it passes.
- Every new function/method/module with logic gets unit tests.
- Run existing tests after every change. Fix breaks before moving on.
## Integration Tests
- Test module boundaries: DB queries, external APIs, filesystem, message queues.
- Use real dependencies (or containers) — not mocks. Mocks belong in unit tests.
- Target 70/20/10 ratio: unit/integration/E2E.
## End-to-End Tests
- Critical user journeys only (~10% of suite). Test API endpoints with integration tests, not E2E.
## After Every Change
- Run the test suite, report results, fix failures before continuing.
- If no test framework exists, flag it and propose a testing strategy.

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# Documentation Maintenance
Keep documentation current as development progresses.
## Rules
- Keep `README.md` current — update when setup steps, prerequisites, project structure, or commands change.
- After significant changes, update root `CLAUDE.md` and `.claude/CLAUDE.md`. Keep both in sync.
- Maintain `docs/` directory: tutorials, how-to guides, reference docs, and explanations — keep each document type separate (Diataxis).
- When adding features, add documentation. When removing features, remove documentation.

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# Branch and Refactor Hygiene
## Branches
- Work on feature branches. Use descriptive names: `feature/auth-login`, `fix/null-pointer-profile`, `chore/update-deps`.
- Before creating a PR, ensure the branch is up to date with the base branch.
- After merge, delete the branch. First commit on `main` is acceptable for fresh repos.
- Keep feature branches short-lived: merge within 1-2 days. Use feature flags for incomplete work that lands on main.
## Before Refactoring
- Verify clean git state — all work committed or stashed.
- Run the full test suite to establish a passing baseline.
- Document the refactoring scope: what changes, what is preserved.
- Commit frequently during the refactor. Run tests after each step.

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# Dependency Discipline
Add dependencies only with explicit user consent.
## Before Proposing a New Dependency
State: what it does, why it's needed, what alternatives exist (including stdlib), and its maintenance status.
## Rules
- Prefer stdlib and existing project dependencies over new ones.
- When a dependency is approved, document why in the commit message.
- Pin versions explicitly. Avoid floating ranges (`^`, `~`, `*`) in production dependencies.
- Commit lock files (package-lock.json, poetry.lock, Cargo.lock, go.sum). They enforce reproducible installs and pin transitive dependencies.
- Audit transitive dependencies, not just direct ones — they are the primary supply chain attack vector.
- Run vulnerability scanning in CI on every PR, not just periodically.
- Regularly check for outdated or deprecated dependencies and flag them.

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# Code Consistency
Before writing any code, read the existing codebase and match its patterns.
## Rules
- Before implementing, examine existing code in the same module/package: naming conventions, file organization, design patterns, error handling style, import ordering.
- Match what's there. If the project uses factories, use factories. If it's camelCase, use camelCase.
- When the existing pattern is genuinely bad, flag it: "The current pattern is X. I think Y would be better because [reason]. Want me to refactor consistently, or match existing style?"
- When a formatter or linter is configured, use it. When none exists, propose one from project start.

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---
paths:
- "src/api/**/*"
- "src/routes/**/*"
- "**/*controller*"
- "**/*endpoint*"
- "**/*handler*"
- "**/openapi*"
- "**/swagger*"
---
# API Contract Discipline
Define the contract before implementation.
## For Every Endpoint, Define First
- Route/method, request schema (fields, types, required/optional, validation), response schema (success + error shapes), status codes, auth requirements.
## Rules
- The contract is the source of truth. Frontend, backend, and tests build against it.
- Flag breaking changes explicitly. Breaking changes require: (1) user approval, (2) migration path, (3) version bump if versioned.
- Use schema validation in code (Zod, Pydantic, JSON Schema, protobuf).
- Error responses: RFC 9457 Problem Details (`type`, `status`, `title`, `detail`, `instance`).
- Mutation endpoints must declare idempotency contract.
- Define pagination strategy: cursor vs offset, default/max limit.
- Present the contract for review before implementing.

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---
paths:
- "src/**/*.{ts,js,py,go,rs,dart,kt,java}"
- "lib/**/*.{ts,js,py,go,rs,dart,kt,java}"
- "app/**/*.{ts,js,py,go,rs,dart,kt,java}"
---
# Performance Awareness
Prevent anti-patterns that are expensive to fix later — not premature optimization.
## Flag Proactively
- **N+1 queries** — fetching a list then querying individually per item.
- **Unbounded fetches** — no pagination or limits.
- **O(n^2) when O(n) exists** — nested loops, repeated scans, quadratic string building.
- **Loading into memory** — entire files/datasets when streaming is possible.
- **Missing indexes** — unindexed columns in tables expected to grow beyond 10k rows.
- **Synchronous blocking** — blocking event loop/main thread during I/O.
- **Connection pool exhaustion** — new connections per request instead of pooling.
- **Unverified slow queries** — use EXPLAIN/EXPLAIN ANALYZE; don't guess about indexes.
## Rules
- Flag anti-patterns and offer to fix or create a TODO.
- Quantify: "loads ~10MB per request" not "might use a lot of memory."

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---
paths:
- "src/**/*.{ts,js,py,go,rs,dart,kt,java}"
- "lib/**/*.{ts,js,py,go,rs,dart,kt,java}"
- "app/**/*.{ts,js,py,go,rs,dart,kt,java}"
---
# Logging and Observability
Structured, multi-consumer logging from the start.
## Architecture
- Terminal + OpenTelemetry (OTEL) output. Add syslog for daemons.
- Structured logging (JSON or key-value) — no free-form strings.
- App writes to stdout only (12-Factor XI). Environment handles routing.
## OpenTelemetry
- OTEL from the start unless user opts out. Traces, metrics, logs as three pillars — traces first for distributed systems, metrics first for monoliths.
- Use `OTEL_EXPORTER_OTLP_ENDPOINT` env var — never hardcode endpoints.
- Propagate trace context across service boundaries.
- Use OTEL semantic convention attribute names (`http.request.method`, `url.path`, `http.response.status_code`).
## Rules
- Incoming requests: log method, path, status, duration, trace ID.
- Outgoing calls: log target, method, status, duration, trace ID.
- Errors: log operation, sanitized input, stack trace, trace ID.
- Never log secrets, tokens, passwords, or PII.

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---
paths:
- "src/**/*.{ts,js,py,go,rs,dart,kt,java}"
- "lib/**/*.{ts,js,py,go,rs,dart,kt,java}"
- "**/*.env*"
- "**/config.*"
- "**/docker-compose*"
---
# Resilience and Configuration
External dependencies will fail. Configuration must be externalized.
## Resilience
- Every external call must have a **timeout**. No indefinite waits.
- **Critical** deps: fail visibly, return error. **Non-critical**: log, serve cached/default, degrade gracefully.
- **Circuit breakers** for repeatedly failing deps. Exponential backoff.
- **Retries**: bounded, exponential backoff + jitter, idempotent operations only. Non-idempotent mutations require an idempotency key.
- Make degradation **visible**: log it, expose in health check.
- **Health checks**: verify actual dependency connectivity, not just "process running."
## Configuration
- Externalize all config. Document every knob: purpose, default, valid range, environments.
- Sensible defaults — runnable with zero config for local dev.
- Maintain `.env.example` with all variables and descriptions.
- Validate required config at startup — fail fast. Log effective config (secrets masked).
## Graceful Shutdown
- Stop accepting new requests, drain in-flight work, release resources (12-Factor IX).

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# Memora Memory
Use Memora proactively for persistent memory across sessions. Full instructions are in the global `~/.claude/CLAUDE.md` and `~/.claude/docs/memora-guide.md`.
## Key Behaviors
- **Session start:** Query existing project context via `memory_semantic_search` + `memory_list`. Follow connections — navigate the graph.
- **During work:** Create granular memories (one per concept, not per session). Link related memories deliberately. Update existing memories instead of creating duplicates.
- **Session end:** Capture all significant learnings. Create issues for bugs found, TODOs for incomplete work. Verify new memories are connected to existing ones.
## Every Memory Must Have
1. **Tags** — project identifier first, then topic tags.
2. **Hierarchy metadata** — places the memory in the knowledge graph.
3. **Links** — explicit connections to related memories.
4. **Sufficient granularity** — specific enough to be actionable, with file paths and function names.

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# Sub-Agents and Team Agents
## Use Sub-Agents (Task tool) When
- Independent research tasks can run in parallel.
- A specialized agent type matches the work (e.g., debugger, test-engineer, frontend-developer).
- The main context window would be polluted by excessive search results.
## Use Team Agents When
- The task benefits from multiple specialized perspectives.
- Code review, security audit, or test analysis is warranted.
## Use Direct Tools Instead When
- Simple, directed searches — use Grep/Glob directly.
- Single-file edits or tasks under 3 steps.

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# Document Import Resolution
When CLAUDE.md files reference external content via `@` imports (e.g., `@docs/architecture.md`), resolve and read those imports before proceeding with the user's request.
## Rules
- Before acting on a user prompt, scan loaded CLAUDE.md files for `@path/to/file` references. Read any that may be relevant to the current task.
- Treat `@docs/` references as pointers to the project's `docs/` directory.
- When a CLAUDE.md says "documentation lives in `docs/`" or "see `docs/` for details," read the relevant docs before proceeding.
- Do not skip imports because "the CLAUDE.md summary seems sufficient." The referenced document is the source of truth.
- After reading imports, reconcile conflicts between the import and the CLAUDE.md summary. Flag discrepancies.