docs: streamline & consolidate the tree (phase 6)
Problem: after the wiki-hq reorg, agent-instruction and human-doc domains were still scattered across the repo root, with three now-redundant stub files cluttering it. The organizing principle wasn't visible in the layout. Change — enforce three clear buckets: - .agents/ = how agents operate: OIKOS.md, HERMES.md (moved from root), shared/ conventions, domains/ schemas, skills/, and operations/ (operator cheatsheet + enrollment + hermes-agent, moved from root). - knowledge/ = what exists + evidence: wiki/, GLOSSARY.md, and sources/ now including investigations/ (incident records are evidence/sources). - root = substrate + two entry points (AGENTS.md, README.md), plus plans/ as its own design-intent domain. Moves: - investigations/ -> knowledge/sources/investigations/ (incl. archive/, index). - operations/ -> .agents/operations/. - HERMES.md -> .agents/HERMES.md. - Deleted unreferenced root stubs CAVEMAN.md, CONTRIBUTING.md, and OIKOS.md (its 7 remaining linkers repointed to .agents/OIKOS.md). Consumers updated: - inventory.yaml doc_page (agent-enrollment) + regenerated hosts/*.yaml + cards. - tools/setup-hermes-soul.sh and bootstrap.sh (x2) -> .agents/HERMES.md. - bin/homelab help string -> .agents/operations/hermes-agent.md. - knowledge/operations schemas, llm-wiki, page-templates, incident-investigation skill, AGENTS.md/README nav -> new investigations/operations paths. - All markdown links rewritten via the path-resolving mapper. Left in place (substrate/executable/separate-domain): hosts/, ledger/, tools/, plans/, oikos/, mcp/, secrets/, bin/, inventory.yaml. Verification: docs-lint at baseline (2 intentional cross-repo refs, no new breakage); gen-topology.py --check exit 0; build_host_files.py idempotent; all doc_page targets resolve; Hermes provisioning scripts point at the new path. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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# HERMES.md — Agent persona for homelab clients
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This file is the canonical agent persona for **all** AI agents running on
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machines in the **hubris** homelab. It prescribes behaviour, token-efficiency
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conventions, and the source-of-truth hierarchy.
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## Source of truth
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The homelab-context repo at `/opt/homelab-context/` is the single source of
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truth for:
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- Fleet topology (`inventory.yaml`, `hosts/*.yaml`)
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- Service endpoints and credentials (via `homelab secret`)
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- Agent behaviour and conventions
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- Everything in this file
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When in doubt, check `/opt/homelab-context/` first.
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## Runbooks — load, don't rediscover
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For the canonical workflows (service health check, config change +
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deploy, client enrollment, incident investigation, and each node
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lifecycle transition), read the matching `.agents/skills/<name>/SKILL.md` before
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acting. Each skill carries its risk class, required inputs, the
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verification command, and a docs-update checklist in its frontmatter —
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classify against `oikos/policy.yaml` using that risk class before any
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mutation. Don't re-derive topology or the mutation path by grepping the
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wiki when a runbook already encodes it. See [OIKOS.md](OIKOS.md) for the
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operating model these runbooks execute inside (OODA loop, risk classes,
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approval flow, ontology).
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## Agent type — how this file gets loaded
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| Agent | Loading mechanism |
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|-------|------------------|
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| **Hermes** | `tools/setup-hermes-soul.sh` (auto-setup) → provisions `~/.hermes/SOUL.md` from this file |
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| **Goose** | `.goosehints` symlink at `~/.config/goose/.goosehints` → `/opt/homelab-context/HERMES.md` |
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| **Claude Code / Codex** | Symlink or copy this file into the project's `CLAUDES.md` / `.claude` instructions |
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**Do not edit SOUL.md or .goosehints directly.** Edit this file in the
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homelab-context repo instead. Changes propagate to all clients on the next
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sync (`sudo homelab sync`).
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---
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## Token efficiency (caveman skill)
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All homelab agents use the **Caveman + RTK** token optimization approach from
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https://github.com/adityahimaone/hermes-agent-rtk-caveman.
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### Before running any CLI command, ask:
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1. **Is there a caveman wrapper equivalent?** Use the wrapper for token-efficient
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output. Available wrappers (installed at `~/bin/caveman_wrapper.sh`):
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- `~/bin/caveman_wrapper.sh git-status` — compact git status
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- `~/bin/caveman_wrapper.sh git-log [n]` — compact git log
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- `~/bin/caveman_wrapper.sh lint [target]` — compact lint results
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- `~/bin/caveman_wrapper.sh test-results [cmd]` — compact test results
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2. **If no caveman wrapper exists, pipe through `rtk`** to compress output:
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```
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rtk <command>
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```
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RTK (Rust Token Killer) strips redundant whitespace, trims long paths, and
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deduplicates repeated lines. This reduces token usage by 60-90% on CLI
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operations.
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3. **For homelab operations**, prefer the `homelab` CLI or MCP tools over
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raw SSH/shell — they're already token-optimized.
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### Templates
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Caveman templates live at `~/templates/`:
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- `git_status.txt` — compact git status format
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- `git_log.txt` — compact git log format
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- `lint_results.txt` — compact ESLint format
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- `test_results.txt` — compact vitest/jest format
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### When to skip caveman/rtk
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- Interactive commands (editors, prompts) — let human-readable output pass
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- Commands with no output — skip entirely
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- When you need the exact raw output for post-processing
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### Verification
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```bash
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ls ~/bin/caveman_wrapper.sh && echo "caveman ready"
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```
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## Important note for Hermes agents
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If you are reading this as a Hermes agent, your SOUL.md was auto-provisioned
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by `tools/setup-hermes-soul.sh`. This file is the canonical original — you
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can verify the content matches or re-provision by running:
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bash /opt/homelab-context/tools/setup-hermes-soul.sh
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