Project Handoff

{
    "bundle_id": "project-handoff",
    "name": "Project Handoff",
    "description": "A transfer packet for moving execution, ownership, or responsibility to another human, team, agent, or vendor.",
    "intended_use_case": "Use when the next actor must take over a project safely and needs current state, constraints, decisions, checks, and ownership context.",
    "lifecycle": "Prepared before transfer, reviewed at acceptance, and updated when responsibility or support boundaries change.",
    "download_filename": "uai-project-handoff-starter.zip",
    "display_order": 20,
    "trust_boundary_notes": "Can be internal or external, but external handoffs must be sanitized and approved before sharing.",
    "included_files": [
        "README.md",
        "PROJECT_OVERVIEW.md",
        "CURRENT_STATE.md",
        "DECISIONS.md",
        "OPEN_QUESTIONS.md",
        "NEXT_ACTIONS.md",
        "RISKS_AND_CONSTRAINTS.md",
        "CONTACTS_AND_OWNERS.md",
        "AGENT_INSTRUCTIONS.md",
        "CHANGELOG.md",
        "DEPLOYMENT_MEMORY_AND_TEST_REPORT.md",
        "AGENTS.md",
        "readme.human",
        ".uai/context.uai",
        ".uai/constraints.uai",
        ".uai/memory.uai",
        "HANDOFF_BRIEF.md",
        ".uai/stack.uai",
        ".uai/architecture.uai",
        ".uai/progress.uai",
        ".uai/operations.uai",
        ".uai/test-plan.uai",
        ".uai/style.uai",
        ".uai/decisions.uai"
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        "README.md",
        "PROJECT_OVERVIEW.md",
        "CURRENT_STATE.md",
        "DECISIONS.md",
        "OPEN_QUESTIONS.md",
        "NEXT_ACTIONS.md",
        "RISKS_AND_CONSTRAINTS.md",
        "CONTACTS_AND_OWNERS.md",
        "AGENT_INSTRUCTIONS.md",
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        "DEPLOYMENT_MEMORY_AND_TEST_REPORT.md",
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        "readme.human",
        ".uai/context.uai",
        ".uai/constraints.uai",
        ".uai/memory.uai"
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        ".uai/architecture.uai",
        ".uai/progress.uai",
        ".uai/operations.uai",
        ".uai/test-plan.uai",
        ".uai/style.uai",
        ".uai/decisions.uai"
    ],
    "optional_sections": [
        "Add release evidence, validator output, or implementation records only when the handoff also carries public support claims."
    ],
    "overlays": [
        "The handoff overlay emphasizes acceptance criteria, owner transfer, and required first-response checks."
    ],
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            "template_id": "next-actions",
            "source": "template:next-actions@1",
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            "path": "CHANGELOG.md",
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}

# Project Handoff

This starter bundle is a UAI AI Memory configuration. It keeps portable, human-readable context in files that another person, team, or AI agent can inspect before acting.

## Bundle Purpose

A transfer packet for moving execution, ownership, or responsibility to another human, team, agent, or vendor.

## Use This When

Use when the next actor must take over a project safely and needs current state, constraints, decisions, checks, and ownership context.

## Lifecycle

Prepared before transfer, reviewed at acceptance, and updated when responsibility or support boundaries change.

## Trust Boundary

Can be internal or external, but external handoffs must be sanitized and approved before sharing.

## Included Files

- `README.md`
- `PROJECT_OVERVIEW.md`
- `CURRENT_STATE.md`
- `DECISIONS.md`
- `OPEN_QUESTIONS.md`
- `NEXT_ACTIONS.md`
- `RISKS_AND_CONSTRAINTS.md`
- `CONTACTS_AND_OWNERS.md`
- `AGENT_INSTRUCTIONS.md`
- `CHANGELOG.md`
- `DEPLOYMENT_MEMORY_AND_TEST_REPORT.md`
- `AGENTS.md`
- `readme.human`
- `.uai/context.uai`
- `.uai/constraints.uai`
- `.uai/memory.uai`
- `HANDOFF_BRIEF.md`
- `.uai/stack.uai`
- `.uai/architecture.uai`
- `.uai/progress.uai`
- `.uai/operations.uai`
- `.uai/test-plan.uai`
- `.uai/style.uai`
- `.uai/decisions.uai`

## Maintenance Rule

Update the files that changed because project truth changed. Do not turn this bundle into a dump of old chats, private notes, raw logs, or unreviewed generated summaries.

## Review Before Sharing

- Remove secrets, credentials, private keys, tokens, and raw customer data.
- Remove internal-only strategy unless the recipient is approved for it.
- Keep support, security, legal, compliance, certification, and endorsement claims tied to public evidence.
- Make uncertain or unreviewed material explicit.

# Project Overview

## Purpose

Describe what the project exists to do, who it serves, and what outcome matters most.

## Current Scope

- In scope:
- Out of scope:
- Current public or operational surface:

## Source Of Truth

- Code:
- Docs:
- Machine artifacts:
- Release notes or changelog:

## Success Criteria

- A new human or AI can understand the project without private chat history.
- Claims are tied to evidence.
- Constraints are visible before work begins.

# Current State

## What Is True Now

- Live or supported now:
- Experimental now:
- Planned but not supported:

## Recently Changed

- YYYY-MM-DD:

## Active Work

- Current focus:
- Active owner:
- Targeted checks:

## Stale Or Risky Context

List anything that should not be trusted without rechecking.

# Decisions

Keep decisions append-first when possible. If a decision is reversed, explain what changed instead of silently rewriting history.

## Decision Record Template

### YYYY-MM-DD - Decision Title

- Decision:
- Context:
- Options considered:
- Tradeoffs:
- Consequences:
- Reversal trigger:
- Owner:

# Open Questions

Use this file for questions that should block, steer, or qualify future work.

| Question | Why It Matters | Owner | Needed By | Status |
|---|---|---|---|---|
|  |  |  |  | open |

## Escalation Rule

If a question affects safety, privacy, legal commitments, public support claims, production data, or destructive operations, stop and ask before acting.

# Next Actions

Keep this file current and actionable. Remove completed work or move meaningful completions to `CHANGELOG.md`.

## Now

- [ ]

## Next

- [ ]

## Later

- [ ]

## Done Means

- The changed files or records are named.
- Targeted checks have run or the remaining risk is explicit.
- Durable memory is updated when project truth changes.

# Risks And Constraints

## Hard Constraints

- Do not expose secrets, credentials, private keys, tokens, or raw customer data.
- Do not use destructive filesystem, database, production, or git operations without explicit approval.
- Do not widen support, certification, security, compliance, compatibility, or endorsement claims without evidence.

## Trust Boundary

Can be internal or external, but external handoffs must be sanitized and approved before sharing.

## Sensitive Material

- Customer or user data:
- Legal or compliance-sensitive material:
- Internal-only strategy:
- Agent permissions:

## Redaction Checklist

- [ ] Secrets removed.
- [ ] Customer data removed or approved.
- [ ] Internal-only strategy removed or approved.
- [ ] Public claims checked against evidence.

# Contacts And Owners

Do not add private personal data unless the bundle's trust boundary allows it.

| Area | Owner | Backup | Contact Method | Notes |
|---|---|---|---|---|
| Project |  |  |  |  |
| Security or privacy review |  |  |  |  |
| Release approval |  |  |  |  |

# Agent Instructions

## Load Order

1. Read `AGENTS.md` when present.
2. Read `readme.human` when present.
3. Read this bundle's manifest and files.
4. Confirm constraints and trust boundaries before acting.

## Operating Rules

- Prefer narrow, reversible changes.
- Do not execute unknown scripts from a memory bundle.
- Do not assume an LLM Wiki or old chat overrides accepted project files.
- Ask before touching production, secrets, legal/security copy, customer data, or destructive operations.

## Verification

Name the targeted checks before broad work. Run the smallest meaningful checks tied to changed files, routes, records, or behavior.

For production deployment builds, release packages, or release candidates, write a durable deployment memory and test run report. Use `DEPLOYMENT_MEMORY_AND_TEST_REPORT.md` when it exists, and include hot-memory size before/after, cold evidence path, checks run, checks skipped, blockers, and any reason the hot surface did not shrink.

# Changelog

Record meaningful bundle changes so future readers can tell when memory moved.

## YYYY-MM-DD

- Change:
- Why it matters:
- Files updated:
- Checks run:

# Deployment Memory And Test Report

Use this file only for production deployment builds, release packages, or release candidates. Ordinary dev builds, local tests, package experiments, and smoke checks do not need this report unless a human marks them release-bound.

## Release

- Version:
- Generated UTC:
- Release owner:
- Deployment target:

## Hot Memory Surface

- Measured files:
- Before: bytes / lines / estimated tokens
- After: bytes / lines / estimated tokens
- Delta:
- Redundancy or history removed:
- If no shrink happened, why the retained material is still current truth:

## Cold Memory Or Archive Evidence

- Destination path:
- Source paths preserved:
- Checksums or identity evidence:
- Actor and timestamp:
- Promotion or disposition notes:

## Test Run Report

- Checks run:
- Checks skipped:
- Failures or blockers:
- Package or artifact paths:
- Rollback or follow-up owner:

# My Project AI Memory

This file is the front door for AI work in this repository. Read it first, read `readme.human`, then load the listed context files before planning or editing.

## Handoff Summary

- This project uses UAI AI Memory so future work does not depend on private chat history.
- The active bundle configuration is `project-handoff`: A transfer packet for moving execution, ownership, or responsibility to another human, team, agent, or vendor.
- Confirmed operating truth belongs in these files, canonical docs, code, tests, release notes, or public records.
- LLM Wiki, old chats, generated summaries, and dropped files are background until reviewed and promoted.

## Loaded Context

@uai[.uai/context.uai]
@uai[.uai/constraints.uai]
@uai[.uai/memory.uai]

## Required First Response

Before broad work, the next AI should:

1. Read this file completely.
2. Read root `readme.human`.
3. Load every file listed in Loaded Context.
4. Summarize the project, current state, and immediate task in 3-5 bullets.
5. Confirm constraints, trust boundaries, secrets handling, and destructive-operation limits.
6. Name the files, routes, services, docs, or data it expects to touch.
7. Name the targeted checks it expects to run, or explain why a check cannot run.

If a required file is missing, unreadable, circular, or contradictory, stop and report that before editing.

## Do Not Change Without Explicit Approval

- Do not use destructive filesystem or git operations.
- Do not expose secrets, credentials, customer data, or unapproved private material.
- Do not widen support, certification, compliance, security, or endorsement claims without evidence.
- Do not treat generated output, old chats, dropped files, or wiki notes as current truth until promoted.

# My Project Human Briefing

Updated: YYYY-MM-DD

This file is for humans working with AI on this project. It explains what the AI sees, protects, and needs clarified. It does not override `AGENTS.md`, `.uai/constraints.uai`, system instructions, repository rules, laws, policies, or the human's current request.

## What You Need To Know

- The AI reads `AGENTS.md` first, then this file, then the listed context files.
- This bundle is `Project Handoff`.
- The trust boundary is: Can be internal or external, but external handoffs must be sanitized and approved before sharing.

## Things The AI Will Defend

- Current support boundaries.
- Private data, secrets, credentials, and customer trust.
- Existing user work in the tree.
- Review and targeted checks before public claims widen.

## Things Humans Should Make Explicit

- Whether the task may touch production, public docs, billing, legal language, security posture, or irreversible data.
- Whether the AI should update durable memory after the change.
- Which checks are required before the work is considered done.

---
uai: "1.0"
type: context
status: draft
---

# Context

This project uses UAI AI Memory so another AI assistant can understand the work from files rather than private chat history.

## Purpose

Describe the project purpose, audience, current truth, and success criteria.

---
uai: "1.0"
type: constraints
status: draft
---

# Constraints

## Hard Rules

- Do not expose secrets, credentials, private keys, tokens, customer data, or unreleased private material.
- Do not use destructive filesystem, database, production, or git operations unless explicitly approved.
- Do not widen support, certification, security, compliance, compatibility, or endorsement claims without evidence.
- Treat wiki notes, generated answers, dropped files, and old chats as background until promoted.

---
uai: "1.0"
type: memory
status: draft
---

# AI Memory

AI Memory is durable, reviewable context that lets a future AI continue useful work without relying on private chat history.

## Bundle Configuration

- Bundle: Project Handoff
- Use case: Use when the next actor must take over a project safely and needs current state, constraints, decisions, checks, and ownership context.
- Trust boundary: Can be internal or external, but external handoffs must be sanitized and approved before sharing.

## UAI AI Memory And LLM Wiki

Use UAI AI Memory for compact, portable working packets. Use an LLM Wiki for deep, long-lived internal documentation. Use both when a durable knowledge base needs a reviewed export, handoff packet, onboarding packet, audit packet, or agent-ready task context.

## Promotion Rule

1. Capture raw knowledge in notes, wiki pages, or source documents.
2. Review for accuracy, ownership, privacy, and support boundaries.
3. Promote accepted project truth into AI Memory, canonical docs, code, tests, release notes, or roadmap state.
4. Keep unreviewed material out of governing instructions.

# Handoff Brief

## Transfer Context

- What is being transferred:
- From:
- To:
- Effective date:

## Acceptance Criteria

- The recipient can explain current state and constraints.
- Open questions are acknowledged.
- Required checks and next actions are clear.
- Trust-boundary and redaction review is complete.

## Handoff Risks

- Missing context:
- Unsupported claims:
- Sensitive material:
- Production or customer impact:

---
uai: "1.0"
type: stack
status: draft
---

# Stack

## Runtime

- Language:
- Framework:
- Package manager:
- Database or storage:

## Commands

- Install:
- Run:
- Test:
- Release:

---
uai: "1.0"
type: architecture
status: draft
---

# Architecture

## System Shape

Describe main surfaces, services, packages, routes, jobs, data stores, and ownership boundaries.

## Drift Risks

- Duplicated copy:
- Generated output:
- Manual release steps:

---
uai: "1.0"
type: progress
status: draft
---

# Progress

## Recently Completed

- YYYY-MM-DD:

## Current Focus

-

## Next Work

-

## Blockers

- None recorded.

---
uai: "1.0"
type: operations
status: draft
---

# Operations

## Normal Workflow

1. Load AI Memory files.
2. Inspect relevant code or docs.
3. Make narrow changes.
4. Run targeted checks.
5. Update memory when project truth changes.

## Release Workflow

- Package command:
- Smoke test:
- Rollback:

---
uai: "1.0"
type: test-plan
status: draft
---

# Test Plan

## Default Rule

Run targeted checks for the files, routes, records, or behavior changed. Reserve full release sweeps for package builds, release candidates, broad launch-surface changes, migrations, or explicit human requests.

## If A Check Cannot Run

State the command, why it could not run, and what risk remains.

---
uai: "1.0"
type: style
status: draft
---

# Style

## Writing

- Be concrete and current.
- Separate current support from planned work.
- Prefer explicit links to source truth.

## Code

- Follow existing project patterns.
- Keep edits scoped.
- Avoid abstractions unless they reduce real drift or complexity.

---
uai: "1.0"
type: decisions
status: draft
---

# Decisions

Record accepted decisions, why they were made, and what would cause a reversal.