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Add agentic persona standard, manifest schema, and template scaffold#670

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claude/agentic-framework-template-31j1bx
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Add agentic persona standard, manifest schema, and template scaffold#670
don-petry wants to merge 4 commits into
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claude/agentic-framework-template-31j1bx

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@don-petry don-petry commented Jul 11, 2026

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Summary

Introduces a reusable "Persona Definition of Done" — a standard, a manifest schema, and a copy-me template — for onboarding any new agentic persona (QA architect, SRE, DevOps, …) across the fleet. It extracts the pattern already implicit across dev-lead, pr-review, Bob, and the ideation agents into one explicit, lintable onboarding path.

The worked example (Murat, the Test Architect) lands in the companion PR on petry-projects/.github-private.

What's added

  • standards/persona-standards.md — the standard:
    • Manifest as index-of-record — one persona.yml per persona ties together identity, definition layer(s), skills, triggers, trust, evals, and a pointer to its canary entry. It references; it does not duplicate.
    • Advisory-by-default trigger matrix — a checklist of every surface (issues / PRs / reviews / discussions / check_runs / schedule / mention). default_mode is advisory; write is opt-in per surface and must carry a gate_label + trust floor.
    • Unify over the frameworks, not replace them — definition layers point into vendored BMAD agents at a pinned version and flag local overrides as upstream-contribution candidates.
    • Eval gate before stable — reuses the existing held-out evals/ discipline (validate-cases.py, holdout-guard.yml).
    • Single-source-of-truth canary onboarding — register once in canary-rings.json; release/registry.yml is derived, not maintained in parallel; stable's "*" resolves at runtime (all repos are public, so there's no topology to hide).
  • standards/personas/persona.schema.json — Draft 2020-12 schema for the manifest (validated).
  • standards/personas/TEMPLATE/ — copy-me scaffold: heavily-commented persona.yml, README with the onboarding order, layer-dir stubs, and a starter dev/holdout eval pair (moved to evals/<id>/ on use).

Design decisions baked in

  • Registry consolidationcanary-rings.json is the single hand-authored ring registry; the two-registry drift (divergent run_workflow names + soak encodings) is eliminated by construction.
  • Evals live under evals/<id>/, not beside the manifest, so they inherit the existing validator + immutability guard rather than forking them.

Verification

  • persona.schema.json is a valid Draft 2020-12 schema; the Murat manifest (companion PR) validates against it.
  • Markdown authored within the repo's .markdownlint-cli2.yaml limits.

Notes for reviewers

Builds on agent-standards.md, ci-standards.md, and github-settings.md — it adds the persona-level wrapper and defers to them for agent files, stub/reusable tiers, canary mechanics, and labels.

🤖 Generated with Claude Code


Generated by Claude Code

Summary by CodeRabbit

  • Documentation

    • Added persona documentation standards for defining, onboarding, and promoting agentic personas using an index-of-record manifest, advisory-by-default posture, and per-surface write-access gates.
    • Introduced a full persona scaffold template (manifest, agent/prompts/evals starters, Copilot profile guidance, canary registration, and rollout checklist).
  • New Standards

    • Added a strict persona manifest JSON schema enforcing required fields, supported layers, trigger matrices (including write gating labels), trust floors, held-out evaluation gates, and canary registry references.

Introduce a reusable "Persona Definition of Done" for onboarding new agentic
personas across the fleet:

- standards/persona-standards.md — the standard: manifest-as-index-of-record,
  advisory-by-default trigger matrix (write opt-in per surface with a gate
  label + trust floor), definition layers that unify over (not replace) the
  vendored frameworks, held-out eval gate before stable, and single-source-of-
  truth canary onboarding (register once in canary-rings.json; the "*" stable
  member resolves at runtime now that all repos are public).
- standards/personas/persona.schema.json — Draft 2020-12 schema for persona.yml.
- standards/personas/TEMPLATE/ — copy-me scaffold (manifest + README + layer
  stubs + a starter dev/holdout eval pair to move under evals/<id>/).

Builds on agent-standards.md, ci-standards.md, and github-settings.md rather
than restating them. Murat (Test Architect) is the worked example, added in the
.github-private companion PR.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01LJbMoZ6RmWFEAhQA56Zxc4
@don-petry don-petry requested a review from a team as a code owner July 11, 2026 23:33
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Review details
⚙️ Run configuration

Configuration used: Organization UI

Review profile: ASSERTIVE

Plan: Pro

Run ID: c65d3055-2c32-436e-b234-d42b074e574e

📥 Commits

Reviewing files that changed from the base of the PR and between 3c3332d and 4f59b7f.

📒 Files selected for processing (2)
  • standards/personas/TEMPLATE/README.md
  • standards/personas/persona.schema.json
📝 Walkthrough

Walkthrough

Adds standards for defining, validating, onboarding, and promoting agentic personas, including a strict manifest schema, reusable scaffold, trigger and trust controls, held-out eval requirements, and canary-ring registration rules.

Changes

Persona standardization

Layer / File(s) Summary
Persona lifecycle and safety contract
standards/persona-standards.md
Defines persona layouts, implementation layers, advisory/write trigger rules, trust and permission constraints, eval gates, canary registration, and onboarding completion criteria.
Persona manifest validation
standards/personas/persona.schema.json
Adds strict validation for persona metadata, layers, skills, triggers, trust, runtime wiring, eval requirements, canary pointers, and references.
Persona onboarding scaffold
standards/personas/TEMPLATE/...
Adds the manifest template, onboarding documentation, optional agent and prompt guidance, and starter development and held-out eval cases.

Estimated code review effort: 3 (Moderate) | ~25 minutes

Possibly related PRs

Suggested labels: needs-human-review

🚥 Pre-merge checks | ✅ 5
✅ Passed checks (5 passed)
Check name Status Explanation
Description Check ✅ Passed Check skipped - CodeRabbit’s high-level summary is enabled.
Title check ✅ Passed The title accurately summarizes the main additions: the persona standard, schema, and template scaffold.
Docstring Coverage ✅ Passed No functions found in the changed files to evaluate docstring coverage. Skipping docstring coverage check.
Linked Issues check ✅ Passed Check skipped because no linked issues were found for this pull request.
Out of Scope Changes check ✅ Passed Check skipped because no linked issues were found for this pull request.
✨ Finishing Touches
🧪 Generate unit tests (beta)
  • Create PR with unit tests
  • Commit unit tests in branch claude/agentic-framework-template-31j1bx

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Add the 'text' language to the two fenced directory-tree blocks flagged by
markdownlint-cli2 (MD040/fenced-code-language) in persona-standards.md and the
TEMPLATE README.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01LJbMoZ6RmWFEAhQA56Zxc4
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Agent reasoning
Issues addressed: 0
Status: Quality Gate passed — 0 new issues, 0 security hotspots. No actionable changes required.
Files changed: None
```
The PR is clean from a code quality perspective. The SonarCloud check has completed successfully and reported a passing quality gate with no issues to address.

@don-petry don-petry enabled auto-merge (squash) July 11, 2026 23:35

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Actionable comments posted: 2

🤖 Prompt for all review comments with AI agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

Inline comments:
In `@standards/persona-standards.md`:
- Line 80: Update the fenced code block around the personas/<id>/ directory
example in persona-standards.md to specify text as its language identifier,
resolving the MD040 lint failure while preserving the example content.

In `@standards/personas/TEMPLATE/README.md`:
- Line 10: Update the fenced code block in the TEMPLATE README.md to specify
text as its language, preserving the existing block contents.
🪄 Autofix (Beta)

Fix all unresolved CodeRabbit comments on this PR:

  • Push a commit to this branch (recommended)
  • Create a new PR with the fixes

ℹ️ Review info
⚙️ Run configuration

Configuration used: Organization UI

Review profile: ASSERTIVE

Plan: Pro

Run ID: 3c38583c-f3c4-4b8e-83b4-1203420de3fc

📥 Commits

Reviewing files that changed from the base of the PR and between c56985e and cedd0ff.

📒 Files selected for processing (9)
  • standards/persona-standards.md
  • standards/personas/TEMPLATE/README.md
  • standards/personas/TEMPLATE/agents/README.md
  • standards/personas/TEMPLATE/evals/README.md
  • standards/personas/TEMPLATE/evals/dev/cases.jsonl
  • standards/personas/TEMPLATE/evals/holdout/cases.jsonl
  • standards/personas/TEMPLATE/persona.yml
  • standards/personas/TEMPLATE/prompts/README.md
  • standards/personas/persona.schema.json

Comment thread standards/persona-standards.md Outdated
Comment thread standards/personas/TEMPLATE/README.md Outdated
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coderabbitai Bot previously approved these changes Jul 11, 2026
@don-petry don-petry disabled auto-merge July 11, 2026 23:37

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Code Review

This pull request introduces the Agentic Persona Standards, which establish a structured process for defining, onboarding, and rolling out agentic personas. It includes a comprehensive markdown standard, a JSON schema for validating persona manifests, and a template scaffold for new personas. The code review feedback highlights several critical validation and syntax issues: the uppercase CHANGE-ME placeholders for id and canary.agent in the template manifest violate the schema's lowercase kebab-case regex constraint; the commented-out block sequences for skills and references directly below inline empty arrays will cause YAML parsing errors if uncommented; and the JSON schema lacks a conditional constraint to enforce that the framework property is required when the layer kind is framework-agent.

Comment thread standards/personas/TEMPLATE/persona.yml Outdated
Comment thread standards/personas/TEMPLATE/persona.yml Outdated
Comment thread standards/personas/TEMPLATE/persona.yml Outdated
Comment thread standards/personas/TEMPLATE/persona.yml Outdated
Comment on lines +55 to +93
"items": {
"type": "object",
"additionalProperties": false,
"required": ["kind", "path"],
"properties": {
"kind": {
"type": "string",
"enum": ["framework-agent", "copilot-profile", "workflow-prompts", "gh-aw"],
"description": "framework-agent: a vendored framework agent (BMAD etc.). copilot-profile: an agents/<name>.md profile. workflow-prompts: a prompts/<persona>/ library driven by a shell orchestrator. gh-aw: a GitHub Agentic Workflow .md compiled to a .lock.yml."
},
"path": {
"type": "string",
"description": "Repo-relative path to the layer's root (the SKILL.md dir, the profile .md, the prompts dir, or the gh-aw .md)."
},
"framework": {
"type": "object",
"additionalProperties": false,
"description": "Required when kind == 'framework-agent'. Records the upstream provenance and pin so the manifest can point INTO the framework rather than fork it.",
"required": ["name", "upstream_repo", "vendor_pin"],
"properties": {
"name": {"type": "string", "description": "Framework directory under frameworks/ (e.g. 'bmad-test-architecture')."},
"upstream_repo": {"type": "string", "description": "Upstream source repo (e.g. 'bmad-code-org/bmad-method-test-architecture-enterprise')."},
"vendor_pin": {"type": "string", "description": "Vendored version/tag, MUST match the framework's VENDOR.md (e.g. 'v1.19.0')."},
"skill": {"type": "string", "description": "The framework skill/agent id backing this persona (e.g. 'bmad-tea')."}
}
},
"local_overrides": {
"type": "object",
"additionalProperties": false,
"description": "Local customization applied on top of a vendored layer (never hand-edit vendored files). Overrides that would benefit upstream should be flagged for contribution back.",
"required": ["path", "upstream_candidate"],
"properties": {
"path": {"type": "string", "description": "Repo-relative path to the override file(s) (e.g. a customize.toml overlay or an orchestration wrapper)."},
"upstream_candidate": {"type": "boolean", "description": "true if this override is a general improvement that SHOULD be proposed back to the upstream framework rather than kept local forever."},
"notes": {"type": "string"}
}
}
}
}

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medium

The schema description for framework states that it is required when kind == 'framework-agent'. However, there is currently no schema constraint enforcing this conditional requirement. Adding an allOf conditional check with if/then will ensure the schema validates this correctly.

          "items": {
            "type": "object",
            "additionalProperties": false,
            "required": ["kind", "path"],
            "properties": {
              "kind": {
                "type": "string",
                "enum": ["framework-agent", "copilot-profile", "workflow-prompts", "gh-aw"],
                "description": "framework-agent: a vendored framework agent (BMAD etc.). copilot-profile: an agents/<name>.md profile. workflow-prompts: a prompts/<persona>/ library driven by a shell orchestrator. gh-aw: a GitHub Agentic Workflow .md compiled to a .lock.yml."
              },
              "path": {
                "type": "string",
                "description": "Repo-relative path to the layer's root (the SKILL.md dir, the profile .md, the prompts dir, or the gh-aw .md)."
              },
              "framework": {
                "type": "object",
                "additionalProperties": false,
                "description": "Required when kind == 'framework-agent'. Records the upstream provenance and pin so the manifest can point INTO the framework rather than fork it.",
                "required": ["name", "upstream_repo", "vendor_pin"],
                "properties": {
                  "name": {"type": "string", "description": "Framework directory under frameworks/ (e.g. 'bmad-test-architecture')."},
                  "upstream_repo": {"type": "string", "description": "Upstream source repo (e.g. 'bmad-code-org/bmad-method-test-architecture-enterprise')."},
                  "vendor_pin": {"type": "string", "description": "Vendored version/tag, MUST match the framework's VENDOR.md (e.g. 'v1.19.0')."},
                  "skill": {"type": "string", "description": "The framework skill/agent id backing this persona (e.g. 'bmad-tea')."}
                }
              },
              "local_overrides": {
                "type": "object",
                "additionalProperties": false,
                "description": "Local customization applied on top of a vendored layer (never hand-edit vendored files). Overrides that would benefit upstream should be flagged for contribution back.",
                "required": ["path", "upstream_candidate"],
                "properties": {
                  "path": {"type": "string", "description": "Repo-relative path to the override file(s) (e.g. a customize.toml overlay or an orchestration wrapper)."},
                  "upstream_candidate": {"type": "boolean", "description": "true if this override is a general improvement that SHOULD be proposed back to the upstream framework rather than kept local forever."},
                  "notes": {"type": "string"}
                }
              }
            },
            "allOf": [
              {
                "if": {
                  "properties": {
                    "kind": {
                      "const": "framework-agent"
                    }
                  }
                },
                "then": {
                  "required": ["framework"]
                }
              }
            ]
          }

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Fixed in commit 3c3332d: added an allOf conditional to standards/personas/persona.schema.json at the layers.items level (lines 93-98). The constraint uses if: {properties: {kind: {const: "framework-agent"}}} / then: {required: ["framework"]} so JSON Schema Draft 2020-12 validators will now enforce that framework is required whenever kind is framework-agent.

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Dev-Lead — waiting on PR blockers (intent: fix-reviews)

PR: #670
No changes were committed, but the PR still has blocking checks or reviews (failing or cancelled checks, or changes-requested reviews). The retry cron will re-attempt automatically. Next attempt after: 2026-07-12T00:08:01Z

@don-petry don-petry enabled auto-merge (squash) July 11, 2026 23:38
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Review — fix requested (cycle 1/3)

The automated review identified the following issues. Please address each one:

Findings to fix

Automated review — NEEDS HUMAN REVIEW

Risk: MEDIUM
Reviewed commit: a12ac78044a2e1e797ce481e5db21e5640eef855
Cascade: triage → deep (triage: haiku 4.5 → deep: opus 4.8 + duck: o4-mini → audit: fable 5)

Summary

Findings

  • No specific findings

Reviewed by the PR-review cascade (triage: haiku 4.5 → deep: opus 4.8 + duck: o4-mini → audit: fable 5). Reply if you need a human review.

Additional tasks

  1. Resolve all unresolved review thread comments from other reviewers
  2. Ensure all CI checks pass after your changes
  3. Rebase on the target branch if behind
  4. Do NOT modify files unrelated to the findings above

The review cascade will automatically re-review after new commits are pushed.

Apply reviewer feedback on the persona template and schema:
- persona.yml template: lowercase the id / canary.agent placeholders to
  `change-me` so they satisfy the schema's kebab-case pattern; restructure the
  `skills` / `references` commented examples so uncommenting can't yield invalid
  YAML; give the illustrative `mention` surface a concrete `events: [created]`.
- persona.schema.json: add an allOf if/then that requires the `framework` block
  when a layer's kind is `framework-agent` (previously only stated in prose).

Validated: schema is valid Draft 2020-12, the Murat manifest and the template
both validate, and a framework-agent layer missing `framework` is now rejected.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01LJbMoZ6RmWFEAhQA56Zxc4

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Caution

Some comments are outside the diff and can’t be posted inline due to platform limitations.

⚠️ Outside diff range comments (4)
standards/personas/persona.schema.json (2)

128-130: 🔒 Security & Privacy | 🟠 Major | ⚡ Quick win

Reject empty opt-out and write-gate labels.

Both fields currently accept ""; therefore a write surface can satisfy the schema without a usable gate label, and the required opt_out_label can be effectively undefined. Add minLength: 1 to both string schemas.

Also applies to: 156-174

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@standards/personas/persona.schema.json` around lines 128 - 130, Add
minLength: 1 to the opt_out_label and write-gate label string schemas in the
persona schema, ensuring both required labels reject empty strings while
preserving their existing types and descriptions.

8-8: 🗄️ Data Integrity & Integration | 🟠 Major | ⚡ Quick win

Require evals before stable.

standards/personas/persona.schema.json allows status: stable without any evals block, even though the schema/docs say a persona must not reach stable without a passing held-out eval set. Make evals required for stable manifests, or require it universally if that’s the intended contract.

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@standards/personas/persona.schema.json` at line 8, Update the persona
schema’s required-field rules so manifests with status stable must include the
evals block, while preserving the intended requirements for other statuses. Use
the existing status and evals schema definitions to enforce this condition
rather than only listing evals unconditionally unless the contract requires it
universally.
standards/personas/TEMPLATE/README.md (2)

3-6: 📐 Maintainability & Code Quality | 🟡 Minor | ⚡ Quick win

Fix links after the scaffold is copied.

These relative links resolve inside standards/personas/TEMPLATE/, but break once the README is copied into the separate .github-private/personas/<id>/ repository. Use stable cross-repository links or document the destination-specific paths.

Also applies to: 45-46

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@standards/personas/TEMPLATE/README.md` around lines 3 - 6, Update the README
links in the TEMPLATE onboarding instructions so they remain valid after copying
into .github-private/personas/<id>/, using stable cross-repository URLs or
explicitly documenting the destination-specific paths for persona-standards.md
and persona.schema.json.

11-17: 🗄️ Data Integrity & Integration | 🟠 Major | ⚡ Quick win

Place optional layer files in their canonical homes.

After copying, this README instructs users to keep Copilot profiles and prompt libraries under personas/<id>/agents/ and personas/<id>/prompts/, but the standard defines their homes as .github-private/agents/<id>.md and .github-private/prompts/<id>/. Update the scaffold instructions to move these starter files to those paths, or revise the standard and all consumers consistently.

Also applies to: 27-30

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@standards/personas/TEMPLATE/README.md` around lines 11 - 17, Update the
scaffold guidance in the README template to direct optional Copilot profiles and
prompt libraries to .github-private/agents/<id>.md and
.github-private/prompts/<id>/ instead of persona-local agents/ and prompts/
directories. Keep the existing optional-file behavior clear and align the
referenced starter layout with the canonical homes.
🤖 Prompt for all review comments with AI agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

Outside diff comments:
In `@standards/personas/persona.schema.json`:
- Around line 128-130: Add minLength: 1 to the opt_out_label and write-gate
label string schemas in the persona schema, ensuring both required labels reject
empty strings while preserving their existing types and descriptions.
- Line 8: Update the persona schema’s required-field rules so manifests with
status stable must include the evals block, while preserving the intended
requirements for other statuses. Use the existing status and evals schema
definitions to enforce this condition rather than only listing evals
unconditionally unless the contract requires it universally.

In `@standards/personas/TEMPLATE/README.md`:
- Around line 3-6: Update the README links in the TEMPLATE onboarding
instructions so they remain valid after copying into
.github-private/personas/<id>/, using stable cross-repository URLs or explicitly
documenting the destination-specific paths for persona-standards.md and
persona.schema.json.
- Around line 11-17: Update the scaffold guidance in the README template to
direct optional Copilot profiles and prompt libraries to
.github-private/agents/<id>.md and .github-private/prompts/<id>/ instead of
persona-local agents/ and prompts/ directories. Keep the existing optional-file
behavior clear and align the referenced starter layout with the canonical homes.

ℹ️ Review info
⚙️ Run configuration

Configuration used: Organization UI

Review profile: ASSERTIVE

Plan: Pro

Run ID: 4bbce2f4-79e6-4fc8-9050-51c1ac56a37d

📥 Commits

Reviewing files that changed from the base of the PR and between cedd0ff and 3c3332d.

📒 Files selected for processing (4)
  • standards/persona-standards.md
  • standards/personas/TEMPLATE/README.md
  • standards/personas/TEMPLATE/persona.yml
  • standards/personas/persona.schema.json

coderabbitai[bot]
coderabbitai Bot previously approved these changes Jul 12, 2026
@don-petry don-petry enabled auto-merge (squash) July 12, 2026 01:56
Address CodeRabbit review of the persona schema and template scaffold:
- persona.schema.json: reject empty opt_out_label and gate_label (minLength 1);
  require the evals block when status is `stable` (matches the DoD's
  no-stable-without-evals rule) via an allOf if/then.
- TEMPLATE/README.md: use absolute cross-repo doc links (they broke once copied
  into .github-private); correct the layer homes — Copilot profiles and prompt
  libraries live at the repo-level `.github-private/agents/<id>.md` and
  `prompts/<id>/`, not nested under personas/<id>/.
- Remove the misleading persona-local TEMPLATE/agents and TEMPLATE/prompts
  starter dirs; a persona instance dir is persona.yml + README.md only.

Validated: schema valid Draft 2020-12; Murat and the template both validate;
status:stable-without-evals and empty opt_out_label are now rejected.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01LJbMoZ6RmWFEAhQA56Zxc4
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@don-petry don-petry enabled auto-merge (squash) July 12, 2026 02:01
@don-petry don-petry disabled auto-merge July 12, 2026 02:02
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Dev-Lead — fix-bot-comment (no-changes)

Agent reasoning
  1. Uppercase `CHANGE-ME` placeholders violating kebab-case regex — already corrected to lowercase `change-me` at persona.yml:17 and :138 in commit `3c3332d`
  2. Commented-out block sequences causing YAML errors — already safe (properly commented)
  3. Missing schema conditional for `framework` requirement — already present in persona.schema.json lines 99–104
**CI Status:** All checks passing (no failures, timeouts, or action_required states). No Tier 1 blockers.
## Conclusion
**No changes needed.** The bot findings (CodeRabbit's linting recommendations and Gemini's schema/YAML issues) were all addressed in recent commits (`a12ac78`, `3c3332d`, `4f59b7f`) prior to this comment. The PR is in clean state with all CI passing and no unresolved review requests.
**Bot:** SonarCloud  
**Issues addressed:** 0 (all prior feedback resolved in recent commits)  
**Files changed:** None  
**Status:** No action required — branch is ready.

@don-petry don-petry enabled auto-merge (squash) July 12, 2026 02:03

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📌 Driving idea: the concept and need behind this work are captured in petry-projects/.github-private discussion #1175. This PR is one of its two work items (the standard + manifest schema + template); the worked example (Murat) is petry-projects/.github-private#1174.


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3 participants