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openclaw-backups/skills/workspace-review/references/checklist.md
2026-02-17 15:50:53 +00:00

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# Workspace Review Checklist
Quick-reference for periodic audits.
## Structure (Required Files)
- [ ] `AGENTS.md` exists
- [ ] `SOUL.md` exists
- [ ] `USER.md` exists
- [ ] `IDENTITY.md` exists
- [ ] `TOOLS.md` exists
- [ ] `memory/` directory exists
## Structure (Optional Files)
- [ ] `HEARTBEAT.md` — if using heartbeats
- [ ] `MEMORY.md` — if maintaining long-term memory
- [ ] `BOOT.md` — if using boot-md hook (runs every gateway restart)
- [ ] `BOOTSTRAP.md` — one-time first run (delete after)
- [ ] `skills/` — if using workspace skills
## File Purpose (No Scope Creep)
- [ ] AGENTS.md: Only operating instructions, no memories
- [ ] SOUL.md: Only persona/tone, no tasks or tech details
- [ ] USER.md: Only user info, no agent memories
- [ ] IDENTITY.md: Only identity facts, no philosophy
- [ ] TOOLS.md: Only environment notes, no procedures
- [ ] HEARTBEAT.md: Short checklist only, no full docs
- [ ] MEMORY.md: Curated insights only, no raw logs
## File Sizes
- [ ] AGENTS.md < 1000 lines
- [ ] SOUL.md < 200 lines
- [ ] USER.md < 100 lines
- [ ] IDENTITY.md < 50 lines
- [ ] HEARTBEAT.md < 100 lines
## Memory Hygiene
- [ ] Daily files use `YYYY-MM-DD.md` naming
- [ ] Reference docs in `memory/` use descriptive names (not dates)
- [ ] No duplicate content between MEMORY.md and daily files
- [ ] Recent daily files reviewed and distilled
- [ ] No API keys or passwords in memory files
## Automatic Features (Awareness)
- [ ] **Pre-compaction flush:** OpenClaw auto-triggers memory save before compaction
- [ ] **Heartbeat response:** `HEARTBEAT_OK` stripped when nothing needs attention
- [ ] **Empty HEARTBEAT.md:** Skipped entirely to save API calls
## Vector Search Alignment
- [ ] Only `MEMORY.md` and `memory/**/*.md` are indexed by default
- [ ] `memorySearch.extraPaths` adds other paths if needed
- [ ] `memorySearch.experimental.sessionMemory` indexes session transcripts if enabled
## Git Status
**⚠️ Workspace is PRIVATE — never push to GitHub**
- [ ] No public remote configured
- [ ] Working tree clean (or intentionally dirty)
- [ ] No untracked files that should be tracked
- [ ] .gitignore excludes secrets
- [ ] No secrets committed
## No Rogue Files
- [ ] No README.md duplicating AGENTS.md purpose
- [ ] No NOTES.md or similar duplicates
- [ ] No credentials stored in workspace
- [ ] No files that belong in ~/.openclaw/
## Skills (if present)
- [ ] Each skill has SKILL.md
- [ ] Each SKILL.md has name + description frontmatter
- [ ] SKILL.md files are lean (< 500 lines)
- [ ] No duplicate skills vs managed/bundled