Browse Source

feat: Add documentation meta-rule system with educational focus

- Create meta_documentation.mdc for comprehensive doc workflows
- Add meta_rule_usage_guide.md for practical meta-rule usage
- Enhance existing markdown rules with educational standards
- Transform docs from technical reference to educational resources

Emphasizes human competence over technical description, provides
systematic workflows for all documentation tasks.
Matthew Raymer 1 day ago
parent
commit
c2aaf3a20d
  1. 5
      .cursor/rules/README.md
  2. 22
      .cursor/rules/core/harbor_pilot_universal.mdc
  3. 35
      .cursor/rules/docs/markdown_core.mdc
  4. 95
      .cursor/rules/docs/markdown_templates.mdc
  5. 237
      .cursor/rules/meta_documentation.mdc
  6. 272
      doc/meta_rule_usage_guide.md

5
.cursor/rules/README.md

@ -86,6 +86,7 @@ Rules for creating and maintaining documentation.
- **`markdown_templates.mdc`** - Document templates and examples - **`markdown_templates.mdc`** - Document templates and examples
- **`markdown_workflow.mdc`** - Markdown validation and workflow - **`markdown_workflow.mdc`** - Markdown validation and workflow
- **`documentation.mdc`** - Documentation generation principles - **`documentation.mdc`** - Documentation generation principles
- **`meta_rule_usage_guide.md`** - How to use meta-rules in practice
### **`templates/`** - Templates and Examples ### **`templates/`** - Templates and Examples
@ -98,6 +99,7 @@ Template files and examples for various documentation types.
High-level meta-rules that bundle related sub-rules for specific workflows. High-level meta-rules that bundle related sub-rules for specific workflows.
- **`meta_core_always_on.mdc`** - Core rules that apply to every single prompt - **`meta_core_always_on.mdc`** - Core rules that apply to every single prompt
- **`meta_documentation.mdc`** - Documentation writing and education workflow
- **`meta_feature_planning.mdc`** - Feature planning workflow bundling - **`meta_feature_planning.mdc`** - Feature planning workflow bundling
- **`meta_bug_diagnosis.mdc`** - Bug investigation workflow bundling - **`meta_bug_diagnosis.mdc`** - Bug investigation workflow bundling
- **`meta_bug_fixing.mdc`** - Bug fix implementation workflow bundling - **`meta_bug_fixing.mdc`** - Bug fix implementation workflow bundling
@ -111,6 +113,8 @@ High-level meta-rules that bundle related sub-rules for specific workflows.
3. **Context-Specific**: Use rules from appropriate subdirectories based on 3. **Context-Specific**: Use rules from appropriate subdirectories based on
your task your task
4. **Meta-Rules**: Use workflow-specific meta-rules for specialized tasks 4. **Meta-Rules**: Use workflow-specific meta-rules for specialized tasks
- **Documentation**: Use `meta_documentation.mdc` for all documentation work
- **Getting Started**: See `docs/meta_rule_usage_guide.md` for comprehensive usage instructions
5. **Cross-References**: All files contain updated cross-references to 5. **Cross-References**: All files contain updated cross-references to
reflect the new structure reflect the new structure
6. **Validation**: All files pass markdown validation and maintain 6. **Validation**: All files pass markdown validation and maintain
@ -125,6 +129,7 @@ High-level meta-rules that bundle related sub-rules for specific workflows.
5. **Consistent cross-references** - All file links updated and working 5. **Consistent cross-references** - All file links updated and working
6. **Workflow bundling** - Meta-rules provide high-level workflow guidance 6. **Workflow bundling** - Meta-rules provide high-level workflow guidance
7. **Feedback integration** - Built-in feedback mechanisms for continuous improvement 7. **Feedback integration** - Built-in feedback mechanisms for continuous improvement
8. **Educational focus** - Documentation emphasizes human competence over technical description
## File Naming Convention ## File Naming Convention

22
.cursor/rules/core/harbor_pilot_universal.mdc

@ -19,15 +19,12 @@
## Purpose ## Purpose
- **Purpose fit**: Prioritizes human competence and collaboration while - **Purpose fit**: Prioritizes human competence and collaboration while
delivering reproducible artifacts. delivering reproducible artifacts.
- **Output Contract**: This directive **adds universal constraints** for any - **Output Contract**: This directive **adds universal constraints** for any
technical topic while **inheriting** the Base Context contract sections. technical topic while **inheriting** the Base Context contract sections.
- **Toggles honored**: Uses the same toggle semantics; defaults above can be - **Toggles honored**: Uses the same toggle semantics; defaults above can be
overridden by the caller. overridden by the caller.
## Core Directive ## Core Directive
@ -41,15 +38,12 @@ evidence-backed steps**.
### 1. Time & Date Standards ### 1. Time & Date Standards
- Use **absolute dates** in **UTC** (e.g., `2025-08-21T14:22Z`) — avoid - Use **absolute dates** in **UTC** (e.g., `2025-08-21T14:22Z`) — avoid
"today/yesterday". "today/yesterday".
- Include at least **one diagram** (Mermaid preferred). Choose the most - Include at least **one diagram** (Mermaid preferred). Choose the most
fitting type: fitting type:
- `sequenceDiagram` (protocols/flows), `flowchart`, `stateDiagram`, - `sequenceDiagram` (protocols/flows), `flowchart`, `stateDiagram`,
`gantt` (timelines), or `classDiagram` (schemas). `gantt` (timelines), or `classDiagram` (schemas).
### 2. Evidence Requirements ### 2. Evidence Requirements
@ -57,11 +51,9 @@ evidence-backed steps**.
- **Reproducible Steps**: Every claim must have copy-paste commands - **Reproducible Steps**: Every claim must have copy-paste commands
- **Verifiable Outputs**: Include expected results, status codes, or - **Verifiable Outputs**: Include expected results, status codes, or
error messages error messages
- **Cite evidence** for *Works/Doesn't* items (timestamps, filenames, - **Cite evidence** for *Works/Doesn't* items (timestamps, filenames,
line numbers, IDs/status codes, or logs). line numbers, IDs/status codes, or logs).
## Required Sections ## Required Sections
@ -70,23 +62,18 @@ Follow this exact order **after** the Base Contract's **Objective → Result
→ Use/Run** headers: → Use/Run** headers:
1. **Artifacts & Links** - Repos/PRs, design docs, datasets/HARs/pcaps, 1. **Artifacts & Links** - Repos/PRs, design docs, datasets/HARs/pcaps,
scripts/tools, dashboards. scripts/tools, dashboards.
2. **Environment & Preconditions** - OS/runtime, versions/build IDs, 2. **Environment & Preconditions** - OS/runtime, versions/build IDs,
services/endpoints/URLs, credentials/auth mode. services/endpoints/URLs, credentials/auth mode.
3. **Architecture / Process Overview** - Short prose + **one diagram** 3. **Architecture / Process Overview** - Short prose + **one diagram**
selected from the list above. selected from the list above.
4. **Interfaces & Contracts** - Choose one: API-based (endpoint table), 4. **Interfaces & Contracts** - Choose one: API-based (endpoint table),
Data/Files (I/O contract), or Systems/Hardware (interfaces). Data/Files (I/O contract), or Systems/Hardware (interfaces).
5. **Repro: End-to-End Procedure** - Minimal copy-paste steps with 5. **Repro: End-to-End Procedure** - Minimal copy-paste steps with
code/commands and **expected outputs**. code/commands and **expected outputs**.
6. **What Works (with Evidence)** - Each item: **Time (UTC)** • 6. **What Works (with Evidence)** - Each item: **Time (UTC)** •
**Artifact/Req IDs** • **Status/Result** • **Where to verify**. **Artifact/Req IDs** • **Status/Result** • **Where to verify**.
@ -102,15 +89,12 @@ Follow this exact order **after** the Base Contract's **Objective → Result
### Do ### Do
- **Do** quantify progress only against a defined scope with acceptance - **Do** quantify progress only against a defined scope with acceptance
criteria. criteria.
- **Do** include minimal sample payloads/headers or I/O schemas; redact - **Do** include minimal sample payloads/headers or I/O schemas; redact
sensitive values. sensitive values.
- **Do** keep commentary lean; if timeboxed, move depth to **Deferred - **Do** keep commentary lean; if timeboxed, move depth to **Deferred
for depth**. for depth**.
- **Do** use specific, actionable language that guides implementation. - **Do** use specific, actionable language that guides implementation.
@ -118,15 +102,12 @@ Follow this exact order **after** the Base Contract's **Objective → Result
### Don't ### Don't
- **Don't** use marketing language or meta narration ("Perfect!", - **Don't** use marketing language or meta narration ("Perfect!",
"tool called", "new chat"). "tool called", "new chat").
- **Don't** include IDE-specific chatter or internal rules unrelated to - **Don't** include IDE-specific chatter or internal rules unrelated to
the task. the task.
- **Don't** assume reader knowledge; provide context for all technical - **Don't** assume reader knowledge; provide context for all technical
decisions. decisions.
## Model Implementation Checklist ## Model Implementation Checklist
@ -182,17 +163,14 @@ Before publishing, verify:
### Competence Hooks ### Competence Hooks
- **Why this works**: Structured approach ensures completeness and - **Why this works**: Structured approach ensures completeness and
reproducibility reproducibility
- **Common pitfalls**: Skipping evidence requirements, vague language - **Common pitfalls**: Skipping evidence requirements, vague language
- **Next skill unlock**: Practice creating Mermaid diagrams for different - **Next skill unlock**: Practice creating Mermaid diagrams for different
use cases use cases
- **Teach-back**: Explain how you would validate this guide's - **Teach-back**: Explain how you would validate this guide's
reproducibility reproducibility
### Collaboration Hooks ### Collaboration Hooks

35
.cursor/rules/docs/markdown_core.mdc

@ -10,6 +10,9 @@ This file combines core markdown formatting standards with automation
guidelines. AI agents must follow these rules DURING content generation, guidelines. AI agents must follow these rules DURING content generation,
not apply them after the fact. not apply them after the fact.
**Primary Focus**: Create educational content that increases human
competence, not just technical descriptions.
## AI Generation Guidelines ## AI Generation Guidelines
### **MANDATORY**: Follow These Rules While Writing ### **MANDATORY**: Follow These Rules While Writing
@ -21,6 +24,8 @@ When generating markdown content, you MUST:
code blocks code blocks
3. **Structure**: Use proper heading hierarchy and document templates 3. **Structure**: Use proper heading hierarchy and document templates
4. **Formatting**: Apply consistent formatting patterns immediately 4. **Formatting**: Apply consistent formatting patterns immediately
5. **Educational Value**: Focus on increasing reader competence and
understanding
### **DO NOT**: Generate content that violates these rules ### **DO NOT**: Generate content that violates these rules
@ -28,6 +33,8 @@ When generating markdown content, you MUST:
- ❌ Create content without proper blank line spacing - ❌ Create content without proper blank line spacing
- ❌ Use inconsistent formatting patterns - ❌ Use inconsistent formatting patterns
- ❌ Assume post-processing will fix violations - ❌ Assume post-processing will fix violations
- ❌ Focus only on technical details without educational context
- ❌ Assume reader has extensive prior knowledge
### **DO**: Generate compliant content from the start ### **DO**: Generate compliant content from the start
@ -35,6 +42,9 @@ When generating markdown content, you MUST:
- ✅ Add blank lines around all structural elements - ✅ Add blank lines around all structural elements
- ✅ Use established templates and patterns - ✅ Use established templates and patterns
- ✅ Apply formatting standards immediately - ✅ Apply formatting standards immediately
- ✅ Explain concepts before implementation details
- ✅ Provide context and motivation for technical choices
- ✅ Include examples that illustrate key concepts
## Core Formatting Standards ## Core Formatting Standards
@ -99,6 +109,24 @@ When generating markdown content, you MUST:
- **Indentation**: 2 spaces for nested items - **Indentation**: 2 spaces for nested items
- **Blank lines**: Surround lists with blank lines - **Blank lines**: Surround lists with blank lines
## Educational Content Standards
### **Content Structure for Learning**
- **Concept First**: Explain what something is before how to use it
- **Context Matters**: Explain why and when to use a feature
- **Progressive Disclosure**: Start simple, add complexity gradually
- **Real Examples**: Use concrete, relatable scenarios
- **Common Questions**: Anticipate and answer reader questions
### **Writing for Understanding**
- **Conversational Tone**: Write as if explaining to a colleague
- **Active Voice**: "You can do this" not "This can be done"
- **Question Format**: "What happens when..." to engage thinking
- **Analogies**: Use familiar concepts to explain complex ideas
- **Limitations**: Clearly state what solutions don't do
## Code Block Standards ## Code Block Standards
### Inline Code ### Inline Code
@ -146,6 +174,8 @@ When generating markdown content, you MUST:
- [ ] **Headings**: Use ATX-style with proper hierarchy (H1 for title only) - [ ] **Headings**: Use ATX-style with proper hierarchy (H1 for title only)
- [ ] **Lists**: Use consistent markers (- for unordered, 1. for ordered) - [ ] **Lists**: Use consistent markers (- for unordered, 1. for ordered)
- [ ] **Code**: Specify language for fenced blocks, use backticks for inline - [ ] **Code**: Specify language for fenced blocks, use backticks for inline
- [ ] **Educational Focus**: Plan content structure for learning progression
- [ ] **Audience Consideration**: Identify target reader knowledge level
### After Generating Markdown Content ### After Generating Markdown Content
@ -153,6 +183,8 @@ When generating markdown content, you MUST:
- [ ] **Auto-fix**: Use `npm run markdown:fix` if any issues found - [ ] **Auto-fix**: Use `npm run markdown:fix` if any issues found
- [ ] **Review**: Confirm content follows established templates and patterns - [ ] **Review**: Confirm content follows established templates and patterns
- [ ] **Cross-reference**: Link to related documentation and templates - [ ] **Cross-reference**: Link to related documentation and templates
- [ ] **Educational Review**: Verify content increases reader competence
- [ ] **Example Validation**: Ensure examples illustrate key concepts clearly
### Quality Assurance ### Quality Assurance
@ -160,11 +192,14 @@ When generating markdown content, you MUST:
- [ ] **Consistency**: Formatting matches existing documentation style - [ ] **Consistency**: Formatting matches existing documentation style
- [ ] **Completeness**: All required sections and information included - [ ] **Completeness**: All required sections and information included
- [ ] **Accuracy**: Technical details are correct and up-to-date - [ ] **Accuracy**: Technical details are correct and up-to-date
- [ ] **Educational Value**: Content increases reader understanding and competence
- [ ] **Context Clarity**: Reader understands when and why to use the information
--- ---
**See also**: **See also**:
- `.cursor/rules/meta_documentation.mdc` for comprehensive documentation workflow
- `.cursor/rules/docs/markdown_templates.mdc` for document templates - `.cursor/rules/docs/markdown_templates.mdc` for document templates
- `.cursor/rules/docs/markdown_workflow.mdc` for validation workflows - `.cursor/rules/docs/markdown_workflow.mdc` for validation workflows

95
.cursor/rules/docs/markdown_templates.mdc

@ -2,6 +2,9 @@
> **Agent role**: Reference this file for document templates, structure, > **Agent role**: Reference this file for document templates, structure,
> and examples when creating new documentation. > and examples when creating new documentation.
>
> **Focus**: Create educational content that increases human competence,
> not just technical descriptions.
## Document Templates ## Document Templates
@ -18,10 +21,16 @@
Brief description of the document's purpose and scope. Brief description of the document's purpose and scope.
**Educational Goal**: What will the reader learn and how will it increase
their competence?
## Current State ## Current State
Description of current situation or problem. Description of current situation or problem.
**Why This Matters**: Explain the business value and user benefit of
addressing this situation.
## Implementation Plan ## Implementation Plan
### Phase 1: Foundation ### Phase 1: Foundation
@ -29,12 +38,18 @@ Description of current situation or problem.
- [ ] Task 1 - [ ] Task 1
- [ ] Task 2 - [ ] Task 2
**Learning Context**: What concepts should the reader understand before
proceeding with implementation?
## Next Steps ## Next Steps
1. **Review and approve plan** 1. **Review and approve plan**
2. **Begin implementation** 2. **Begin implementation**
3. **Test and validate** 3. **Test and validate**
**Continued Learning**: Where can the reader go next to deepen their
understanding?
--- ---
**Status**: Ready for implementation **Status**: Ready for implementation
@ -57,6 +72,9 @@ Description of current situation or problem.
Brief description of the technical specification. Brief description of the technical specification.
**Business Context**: Why is this specification needed and what problem
does it solve for users?
## Requirements ## Requirements
### Functional Requirements ### Functional Requirements
@ -75,6 +93,9 @@ Brief description of the technical specification.
Description of the technical architecture. Description of the technical architecture.
**Design Rationale**: Why was this architecture chosen over alternatives?
What are the trade-offs and benefits?
### Data Models ### Data Models
```typescript ```typescript
@ -98,6 +119,79 @@ interface APIResponse<T> {
## Testing Strategy ## Testing Strategy
- [ ] Unit tests - [ ] Unit tests
**Learning from Testing**: What insights does testing provide about the
system's behavior and design?
---
## Educational Documentation Template
### **Concept Explanation Template**
```markdown
## What is [Concept Name]?
Brief, clear definition of the concept.
## Why Does [Concept Name] Matter?
Explain the business value and user benefit.
## How Does [Concept Name] Work?
High-level explanation of the mechanism.
## When Would You Use [Concept Name]?
Real-world scenarios and use cases.
## Common Misconceptions
Address typical misunderstandings.
## Examples
Concrete examples that illustrate the concept.
## Next Steps
Where to learn more about related concepts.
```
### **Tutorial Template**
```markdown
## Learning Objective
What the reader will accomplish by the end.
## Prerequisites
What the reader should know before starting.
## Step-by-Step Guide
1. **Step 1**: What to do and why
2. **Step 2**: What to do and why
3. **Step 3**: What to do and why
## Verification
How to confirm the tutorial was successful.
## Troubleshooting
Common issues and how to resolve them.
## What You've Learned
Summary of key concepts and skills.
## Next Steps
Where to apply this knowledge next.
```
- [ ] Integration tests - [ ] Integration tests
- [ ] E2E tests - [ ] E2E tests
@ -209,6 +303,7 @@ Standard implementation plans follow Phase 1 (Foundation), Phase 2
**See also**: **See also**:
- `.cursor/rules/meta_documentation.mdc` for comprehensive documentation workflow
- `.cursor/rules/docs/markdown_core.mdc` for core formatting standards - `.cursor/rules/docs/markdown_core.mdc` for core formatting standards
- `.cursor/rules/docs/markdown_workflow.mdc` for validation workflows - `.cursor/rules/docs/markdown_workflow.mdc` for validation workflows

237
.cursor/rules/meta_documentation.mdc

@ -0,0 +1,237 @@
# Meta-Rule: Documentation Writing & Education
**Author**: Matthew Raymer
**Date**: 2025-08-21
**Status**: 🎯 **ACTIVE** - Documentation writing and education workflow
## Purpose
This meta-rule bundles documentation-related rules to create comprehensive,
educational documentation that increases human competence rather than just
providing technical descriptions.
## When to Use
**Use this meta-rule when**:
- Writing new documentation
- Updating existing documentation
- Creating technical guides
- Writing migration documentation
- Creating architectural documentation
- Writing user guides or tutorials
## Bundled Rules
### **Core Documentation Standards**
- **`docs/markdown_core.mdc`** - Core markdown formatting and automation
- **`docs/markdown_templates.mdc`** - Document templates and structure
- **`docs/markdown_workflow.mdc`** - Documentation validation workflows
### **Documentation Principles**
- **`core/base_context.mdc`** - Human competence first principles
- **`core/less_complex.mdc`** - Minimalist solution guidelines
- **`development/software_development.mdc`** - Development documentation standards
### **Context-Specific Rules**
- **`app/timesafari.mdc`** - TimeSafari application context
- **`app/timesafari_development.mdc`** - Development documentation patterns
- **`architecture/architectural_patterns.mdc`** - Architecture documentation
## Core Documentation Philosophy
### **Education Over Technical Description**
**Primary Goal**: Increase human competence and understanding
**Secondary Goal**: Provide accurate technical information
**Approach**: Explain the "why" before the "how"
### **Human Competence Principles**
1. **Context First**: Explain the problem before the solution
2. **Learning Path**: Structure content for progressive understanding
3. **Real Examples**: Use concrete, relatable examples
4. **Common Pitfalls**: Warn about typical mistakes and misconceptions
5. **Decision Context**: Explain why certain choices were made
### **Documentation Hierarchy**
1. **Conceptual Understanding** - What is this and why does it matter?
2. **Context and Motivation** - When and why would you use this?
3. **Technical Implementation** - How do you implement it?
4. **Examples and Patterns** - What does it look like in practice?
5. **Troubleshooting** - What can go wrong and how to fix it?
## Implementation Guidelines
### **Document Structure**
**Mandatory Sections**:
- **Overview**: Clear purpose and scope with educational context
- **Why This Matters**: Business value and user benefit explanation
- **Core Concepts**: Fundamental understanding before implementation
- **Implementation**: Step-by-step technical guidance
- **Examples**: Real-world usage patterns
- **Common Issues**: Troubleshooting and prevention
- **Next Steps**: Where to go from here
**Optional Sections**:
- **Background**: Historical context and evolution
- **Alternatives**: Other approaches and trade-offs
- **Advanced Topics**: Deep dive into complex scenarios
- **References**: Additional learning resources
### **Writing Style**
**Educational Approach**:
- **Conversational tone**: Write as if explaining to a colleague
- **Progressive disclosure**: Start simple, add complexity gradually
- **Active voice**: "You can do this" not "This can be done"
- **Question format**: "What happens when..." to engage thinking
- **Analogies**: Use familiar concepts to explain complex ideas
**Technical Accuracy**:
- **Precise language**: Use exact technical terms consistently
- **Code examples**: Working, tested code snippets
- **Version information**: Specify applicable versions and platforms
- **Limitations**: Clearly state what the solution doesn't do
### **Content Quality Standards**
**Educational Value**:
- [ ] **Concept clarity**: Reader understands the fundamental idea
- [ ] **Context relevance**: Reader knows when to apply the knowledge
- [ ] **Practical application**: Reader can implement the solution
- [ ] **Problem prevention**: Reader avoids common mistakes
- [ ] **Next steps**: Reader knows where to continue learning
**Technical Accuracy**:
- [ ] **Fact verification**: All technical details are correct
- [ ] **Code validation**: Examples compile and run correctly
- [ ] **Version compatibility**: Platform and version requirements clear
- [ ] **Security consideration**: Security implications addressed
- [ ] **Performance notes**: Performance characteristics documented
## Document Types and Templates
### **Technical Guides**
**Focus**: Implementation and technical details
**Structure**: Problem → Solution → Implementation → Examples
**Education**: Explain the "why" behind technical choices
### **Migration Documentation**
**Focus**: Process and workflow guidance
**Structure**: Context → Preparation → Steps → Validation → Troubleshooting
**Education**: Help users understand migration benefits and risks
### **Architecture Documentation**
**Focus**: System design and decision rationale
**Structure**: Problem → Constraints → Alternatives → Decision → Implementation
**Education**: Explain design trade-offs and decision factors
### **User Guides**
**Focus**: Task completion and user empowerment
**Structure**: Goal → Prerequisites → Steps → Verification → Next Steps
**Education**: Help users understand the system's capabilities
## Quality Assurance
### **Review Checklist**
**Educational Quality**:
- [ ] **Clear learning objective**: What will the reader learn?
- [ ] **Appropriate complexity**: Matches target audience knowledge
- [ ] **Progressive disclosure**: Information builds logically
- [ ] **Practical examples**: Real-world scenarios and use cases
- [ ] **Common questions**: Anticipates and answers reader questions
**Technical Quality**:
- [ ] **Accuracy**: All technical details verified
- [ ] **Completeness**: Covers all necessary information
- [ ] **Consistency**: Terminology and formatting consistent
- [ ] **Currency**: Information is up-to-date
- [ ] **Accessibility**: Clear for target audience
### **Validation Workflows**
1. **Content Review**: Subject matter expert review
2. **Educational Review**: Learning effectiveness assessment
3. **Technical Review**: Accuracy and completeness validation
4. **User Testing**: Real user comprehension testing
5. **Continuous Improvement**: Regular updates based on feedback
## Success Metrics
### **Educational Effectiveness**
- **Comprehension**: Users understand the concepts
- **Application**: Users can implement the solutions
- **Confidence**: Users feel capable and empowered
- **Efficiency**: Users complete tasks faster
- **Satisfaction**: Users find documentation helpful
### **Technical Quality**
- **Accuracy**: Zero technical errors
- **Completeness**: All necessary information included
- **Consistency**: Uniform style and format
- **Maintainability**: Easy to update and extend
- **Accessibility**: Clear for target audience
## Common Pitfalls
### **Educational Mistakes**
- **Assumption overload**: Assuming too much prior knowledge
- **Information dump**: Overwhelming with details
- **Context missing**: Not explaining why something matters
- **Example poverty**: Insufficient practical examples
- **Feedback missing**: No way to verify understanding
### **Technical Mistakes**
- **Outdated information**: Not keeping content current
- **Incomplete coverage**: Missing important details
- **Inconsistent terminology**: Using different terms for same concepts
- **Poor examples**: Non-working or confusing code
- **Missing validation**: No way to verify correctness
## Feedback and Improvement
### **Continuous Learning**
- **User feedback**: Collect and analyze user comments
- **Usage metrics**: Track document usage and effectiveness
- **Review cycles**: Regular content review and updates
- **Community input**: Engage users in documentation improvement
- **Best practices**: Stay current with documentation standards
### **Quality Metrics**
- **Readability scores**: Measure content clarity
- **User satisfaction**: Survey-based quality assessment
- **Task completion**: Success rate of documented procedures
- **Support reduction**: Decrease in help requests
- **Knowledge retention**: Long-term user understanding
---
**See also**:
- `.cursor/rules/docs/markdown_core.mdc` for core formatting standards
- `.cursor/rules/docs/markdown_templates.mdc` for document templates
- `.cursor/rules/docs/markdown_workflow.mdc` for validation workflows
- `.cursor/rules/docs/meta_rule_usage_guide.md` for how to use meta-rules
- `.cursor/rules/core/base_context.mdc` for human competence principles
**Status**: Active documentation meta-rule
**Priority**: High
**Estimated Effort**: Ongoing reference
**Dependencies**: All bundled sub-rules
**Stakeholders**: Documentation team, Development team, Users

272
doc/meta_rule_usage_guide.md

@ -0,0 +1,272 @@
# Meta-Rule Usage Guide: How to Use Meta-Rules in Practice
**Author**: Matthew Raymer
**Date**: 2025-08-21
**Status**: 🎯 **ACTIVE** - Comprehensive meta-rule usage guide
## Overview
This guide explains how to use the TimeSafari meta-rule system in practice.
Meta-rules are high-level rule bundles that provide workflow-specific guidance
for different types of tasks.
**Educational Goal**: Help developers understand when and how to apply
meta-rules to maximize their effectiveness and avoid common mistakes.
## Why Meta-Rules Matter
**Meta-rules solve the problem of rule overload** by bundling related rules
into logical workflows. Instead of manually selecting 10+ individual rules,
you apply 1-3 meta-rules that automatically include everything you need.
### **Benefits of Using Meta-Rules**
- **Faster Setup**: No need to manually select individual rules
- **Better Coverage**: Ensures you don't miss important rules
- **Workflow Consistency**: Standardized approaches across the team
- **Learning Efficiency**: Learn workflows, not individual rules
- **Quality Assurance**: Built-in validation and feedback mechanisms
## Meta-Rule Selection Strategy
### **Step 1: Always Start with Core Always-On**
**Every single interaction** starts with:
```
meta_core_always_on.mdc
```
This provides the foundation: human competence principles, time standards,
version control, and application context.
### **Step 2: Identify Your Primary Task Type**
Choose the meta-rule that matches your main objective:
| **Task Type** | **Primary Meta-Rule** | **When to Use** |
|---------------|------------------------|------------------|
| **Research/Investigation** | `meta_research.mdc` | Bug diagnosis, feasibility research, code analysis |
| **Feature Planning** | `meta_feature_planning.mdc` | New feature design, requirements analysis |
| **Feature Implementation** | `meta_feature_implementation.mdc` | Building features, coding, testing |
| **Bug Diagnosis** | `meta_bug_diagnosis.mdc` | Investigating issues, root cause analysis |
| **Bug Fixing** | `meta_bug_fixing.mdc` | Implementing fixes, validation |
| **Documentation** | `meta_documentation.mdc` | Writing docs, creating guides, tutorials |
### **Step 3: Add Context-Specific Meta-Rules (Optional)**
For complex tasks, you might combine multiple meta-rules:
```
meta_core_always_on + meta_research + meta_bug_diagnosis
```
## Practical Usage Examples
### **Example 1: Bug Investigation**
**Scenario**: User reports that the contact list isn't loading properly
**Meta-Rule Selection**:
```
meta_core_always_on + meta_research + meta_bug_diagnosis
```
**What This Gives You**:
- **Core Always-On**: Human competence focus, time standards, context
- **Research**: Systematic investigation methodology, evidence collection
- **Bug Diagnosis**: Defect analysis framework, root cause identification
**Workflow**:
1. Apply core always-on for foundation
2. Use research meta-rule for systematic investigation
3. Apply bug diagnosis for defect analysis
4. Follow the bundled workflow automatically
### **Example 2: Feature Development**
**Scenario**: Building a new contact search feature
**Meta-Rule Selection**:
```
meta_core_always_on + meta_feature_planning + meta_feature_implementation
```
**What This Gives You**:
- **Core Always-On**: Foundation principles and context
- **Feature Planning**: Requirements analysis, architecture planning
- **Feature Implementation**: Development workflow, testing strategy
**Workflow**:
1. Start with core always-on
2. Use feature planning for design and requirements
3. Switch to feature implementation for coding and testing
### **Example 3: Documentation Creation**
**Scenario**: Writing a migration guide for the new database system
**Meta-Rule Selection**:
```
meta_core_always_on + meta_documentation
```
**What This Gives You**:
- **Core Always-On**: Foundation and context
- **Documentation**: Educational focus, templates, quality standards
**Workflow**:
1. Apply core always-on for foundation
2. Use documentation meta-rule for educational content creation
3. Follow educational templates and quality standards
## Meta-Rule Application Process
### **1. Load the Meta-Rule**
When you start a task, explicitly state which meta-rules you're applying:
```
"I'm applying meta_core_always_on + meta_research for this bug investigation."
```
### **2. Follow the Bundled Workflow**
Each meta-rule provides a complete workflow. Follow it step-by-step:
- **Research Meta-Rule**: Investigation → Evidence → Analysis → Conclusion
- **Feature Planning**: Requirements → Architecture → Strategy → Validation
- **Bug Diagnosis**: Problem → Evidence → Root Cause → Solution
### **3. Use the Bundled Rules**
Meta-rules automatically include all necessary sub-rules. You don't need to
manually select individual rules - they're already bundled.
### **4. Validate Against Success Criteria**
Each meta-rule includes success criteria. Use these to validate your work:
- [ ] **Educational Quality**: Content increases human competence
- [ ] **Technical Quality**: All technical details are accurate
- [ ] **Workflow Completion**: All required steps completed
- [ ] **Quality Standards**: Meets defined quality criteria
## Common Meta-Rule Combinations
### **Research + Diagnosis**
```
meta_core_always_on + meta_research + meta_bug_diagnosis
```
**Use for**: Complex bug investigations requiring systematic analysis
### **Planning + Implementation**
```
meta_core_always_on + meta_feature_planning + meta_feature_implementation
```
**Use for**: End-to-end feature development from concept to deployment
### **Research + Planning**
```
meta_core_always_on + meta_research + meta_feature_planning
```
**Use for**: Feasibility research and solution design
### **Documentation + Context**
```
meta_core_always_on + meta_documentation + [context-specific]
```
**Use for**: Creating comprehensive, educational documentation
## Best Practices
### **✅ Do These Things**
- **Always start with core always-on** - it's the foundation
- **Choose the primary meta-rule** that matches your main task
- **Follow the bundled workflow** step-by-step
- **Use success criteria** to validate your work
- **Collect feedback** on meta-rule effectiveness
### **❌ Avoid These Mistakes**
- **Don't skip core always-on** - you'll lose the foundation
- **Don't apply too many meta-rules** - stick to 2-3 maximum
- **Don't ignore the bundled workflow** - follow it systematically
- **Don't forget validation** - use the success criteria
- **Don't skip feedback collection** - it improves the system
## Troubleshooting Common Issues
### **Problem**: Meta-rules seem to conflict
**Solution**: Meta-rules are designed to work together. If you see conflicts,
you're probably applying too many. Stick to 2-3 meta-rules maximum.
### **Problem**: I don't know which meta-rule to use
**Solution**: Start with your primary task type. If you're investigating a bug,
use research + bug diagnosis. If you're building a feature, use feature
planning + implementation.
### **Problem**: The meta-rule workflow seems too complex
**Solution**: Meta-rules bundle complexity into manageable workflows. Follow
the steps one at a time. The complexity is already organized for you.
### **Problem**: I'm not seeing the expected behavior
**Solution**: Ensure you're following the meta-rule workflow step-by-step.
Meta-rules provide guidance, but you still need to execute the workflow.
## Feedback and Improvement
### **Rate Your Experience**
After using a meta-rule, provide feedback:
- **Effectiveness**: How well did the meta-rule work? (1-5 scale)
- **Time Saved**: How much time did it save you?
- **Quality Improvement**: Did it improve your work quality?
- **Recommendation**: Would you recommend it to others?
### **Continuous Improvement**
Meta-rules evolve based on feedback:
- **Usage patterns** - How teams use the rules
- **Effectiveness ratings** - What works and what doesn't
- **Integration feedback** - How well rules work together
- **Quality metrics** - Impact on work quality
## Quick Reference
### **Meta-Rule Selection Matrix**
| **Task** | **Primary** | **Secondary** | **Tertiary** |
|----------|-------------|---------------|---------------|
| **Bug Investigation** | `meta_research` | `meta_bug_diagnosis` | - |
| **Feature Development** | `meta_feature_planning` | `meta_feature_implementation` | - |
| **Documentation** | `meta_documentation` | - | - |
| **Complex Research** | `meta_research` | `meta_bug_diagnosis` | `meta_feature_planning` |
### **Always Remember**
1. **Start with core always-on** - foundation for everything
2. **Choose your primary meta-rule** - matches your main task
3. **Follow the bundled workflow** - step-by-step execution
4. **Validate against success criteria** - ensure quality
5. **Provide feedback** - help improve the system
---
**See also**:
- `.cursor/rules/meta_rule_architecture.md` for meta-rule structure overview
- `.cursor/rules/meta_core_always_on.mdc` for foundation rules
- `.cursor/rules/README.md` for complete rule organization
**Status**: Active usage guide
**Priority**: High
**Estimated Effort**: Ongoing reference
**Dependencies**: All meta-rules
**Stakeholders**: Development team, Documentation team
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