[cleo] claude config + new packages

claude/CLAUDE.md

@@ -0,0 +1,12 @@
+# Personal instructions
+
+## Where code lives
+- "The code", "the repo", "the monorepo", or any general code question refers to `~/Projects/cleo-infinite`.
+- Anything mentioning Retool refers to `~/Projects/cleo-retool`.
+
+## Worktrees
+- Never write or edit code in the main checkouts (`~/Projects/cleo-infinite`, `~/Projects/cleo-retool`). Work in a treehouse worktree under `~/.treehouse/<repo>-<hash>/<slot>/<repo>`. Check with `git rev-parse --show-toplevel` and `git worktree list`.
+- If code changes are needed and the current directory is not a treehouse worktree, start one yourself without asking first, then continue there. Read-only investigation can stay where it is.
+- Treehouse is a zsh alias for `nix run github:kunchenguid/treehouse --`, so it is not on PATH in non-interactive shells. Run the full `nix run` form, and run it with `--help` first rather than guessing subcommands or flags.
+- Branch names follow the repo's own rules (cleo-infinite: `<JIRA-KEY>-short_slug` from latest `origin/main`). Take the Jira key from the user or the current branch. If there isn't one, ask. Never invent a key.
+- A pool slot sitting on a detached HEAD is not necessarily free. Don't reuse a slot that has uncommitted changes or that another session may be using.

claude/auto-mode.json

@@ -0,0 +1,21 @@
+{
+  "environment": [
+    "Organization: hicleo / Cleo (startwithlucy GitHub org; Jira at hicleo.atlassian.net)",
+    "Cloud provider: AWS, accessed via SSO with Granted (`assume`, `assume -c`)",
+    "Trusted repos: startwithlucy/cleo-infinite (origin) and git.thiccdata.io:mbessette/cleo-infinite.git (home). Both private, so confidential material is fine there, but secrets, PII and PHI are never cleared by visibility alone",
+    "No internal snippet hosting exists: treat public paste and gist services as outside the trust boundary",
+    "Secrets are held as CI secrets (CODECOMMIT_SSH_PRIVATE_KEY, CODECOMMIT_SSH_PRIVATE_KEY_ID, DD_API_KEY, GITHUB_TOKEN, JIRA_API_KEY, JIRA_EMAIL, SLACK_BOT_TOKEN, SNYK_KEY); never print or transmit their values",
+    "Default branch is main. The `Copilot Review` ruleset is active and 100+ named branches are protected, so treat branches as protected even where classic protection lists are empty",
+    "Trusted internal domain: hicleo.atlassian.net. sr71.sdet.hicleo.com (VPN-gated Jenkins) may be used interactively with $JENKINS_USER and $JENKINS_TOKEN from the shell env, never unattended",
+    "Routine CLIs: mise, yarn (Yarn 4 workspaces), buf, assume/Granted, gh, jira",
+    "Sensitive data locations: .env, .env.local, .env.test, .env.production and nested equivalents, *.key files, frontends/*/.env*, cicd/deploy-manager/chalicelib/code_prod_deploy_service.py, and infra-space/** terraform state and apply/plan/destroy scripts",
+    "Sensitive remote targets: any namespace, host or container with `prod` or `production` as a whole word or segment, including pre-prod-enroll and enroll.hicleo.com",
+    "Protected IaC scopes: infra-space/core/**, infra-space/environment/**, infra-space/applications/**, frontends/web-messaging/infra/**, plus IAM, RBAC, networking, quota and node-pool resources and anything named prod/production",
+    "Claude Code runs on an ordinary developer machine with open internet; no host containment or network restrictions"
+  ],
+  "allow": [],
+  "soft_deny": [
+    "Bash(terraform destroy:*) in infra-space/** and frontends/web-messaging/infra/**: protected IaC, prod-adjacent destructive apply",
+    "Bash(rm:*) targeting infra-space/**/terraform.tfstate or any .tfstate file: irreversible state destruction"
+  ]
+}

claude/skills/prod-db/SKILL.md

@@ -0,0 +1,68 @@
+---
+name: prod-db
+description: >-
+  Look up data in Cleo production read replicas (Postgres, IAM auth, read-only).
+  Use when the user asks to look up, find, or check something in prod / the prod
+  DB, e.g. a user id, family id, guide id, or other record IDs for a given
+  user. Returns IDs and metadata only, never PII/PHI.
+user-invocable: true
+argument-hint: '[question about prod data]'
+---
+# prod-db
+
+Query prod read replicas through one script. Never call `psql` or `aws rds` directly.
+
+```sh
+~/.config/claude/skills/prod-db/prod-query.sh <alias> "<select sql>"
+~/.config/claude/skills/prod-db/prod-query.sh <alias> --tables
+~/.config/claude/skills/prod-db/prod-query.sh <alias> --columns <table>
+```
+
+The script connects to the `cluster-ro` endpoints as `reader`, forces read-only sessions with a 30s statement timeout, and caps output at 200 rows. If it reports no SSO session, ask the user to run `! aws sso login --profile prod-mono-reader`.
+
+## PII/PHI rules (org policy: never put PII/PHI into Claude)
+
+- SELECT only IDs, foreign keys, UUIDs, timestamps, statuses, flags and counts.
+- Never select names, emails, phones, DOB, addresses, notes, message bodies, health data, or Kratos `traits`. Never `SELECT *`.
+- A value the user gives you (an email) may appear only in a `WHERE` clause. Do not repeat it in your output; refer to "the user".
+- The script blocks `*`, non-SELECT statements, and result columns whose names look sensitive (it prints only the offending column names). Aliasing a sensitive column to dodge this is forbidden. If the user needs a PII field, tell them to look it up in Postico.
+- Report results as IDs only.
+
+## Workflow
+
+1. Pick the alias. Run `--tables` / `--columns <table>` (schema only) before writing SQL for an unfamiliar table.
+2. Write a narrow SELECT with explicit columns and a `LIMIT`.
+3. Summarize the IDs. Don't paste raw output beyond what's needed.
+
+## Aliases
+
+backend (backenddb), guides, kratos, userflow (userpreferencesdb), scheduling (schedulingdb), messaging (messagingdb), eligibility (eligibilitydb), entitlements (entitlementsdb), benefits (benefitsdb), assessments (assessmentsdb), engagement (engagementdb), tagging (taggingdb), supportplan (supportplandb), integrations, content (thegoodcontentdb), retool.
+
+## Schema notes
+
+**backend** (Django app `lucy_web`, `public` schema):
+- `auth_user(id, email)` is the user.
+- `lucy_web_family(id, employee_user_id, partner_user_id)` links a user to a family, as employee or partner.
+- `lucy_web_childfamilypackage(id, family_id, child_id, guide_id, guide_assigned_on)` links a family to its guide. The current guide is the row with the highest `id` for the family (see `Family.lucy_guide` in `services/cleo-backend/lucy_web/models/family.py`).
+- `lucy_web_lucyguide(id, uuid, user_id, is_active)` is the guide. `user_id` is the guide's own `auth_user` row. Do not select the guide's name or email.
+- Caregiver users are linked through the caregiver childfamilypackage models, which this query does not cover.
+
+**guides**: tables store a numeric `guide_id` equal to `lucy_web_lucyguide.id`. It does not own the user-to-guide assignment.
+
+**kratos**: `identities(id uuid, traits jsonb)`. The Kratos id is not known to equal backend `auth_user.id`. Bridge on email, inside `WHERE` only. Unverified for this deployment.
+
+## Example: user id and guide id for an email
+
+```sql
+select u.id as user_id, f.id as family_id,
+       g.id as guide_id, g.uuid as guide_uuid, cfp.guide_assigned_on
+from auth_user u
+join lucy_web_family f on f.employee_user_id = u.id or f.partner_user_id = u.id
+join lucy_web_childfamilypackage cfp on cfp.family_id = f.id
+join lucy_web_lucyguide g on g.id = cfp.guide_id
+where lower(u.email) = lower('<email>')
+order by cfp.id desc
+limit 5
+```
+
+Run it with alias `backend`.

claude/skills/prod-db/databases.tsv

@@ -0,0 +1,16 @@
+backend	prod-backend-aurora-cluster.cluster-ro-czxwiektwmk0.us-east-1.rds.amazonaws.com	backenddb
+guides	prod-guides.cluster-ro-czxwiektwmk0.us-east-1.rds.amazonaws.com	guides
+kratos	prod-orykratos.cluster-ro-czxwiektwmk0.us-east-1.rds.amazonaws.com	kratos
+userflow	prod-userflow.cluster-ro-czxwiektwmk0.us-east-1.rds.amazonaws.com	userpreferencesdb
+scheduling	prod-scheduling.cluster-ro-czxwiektwmk0.us-east-1.rds.amazonaws.com	schedulingdb
+messaging	prod-messaging.cluster-ro-czxwiektwmk0.us-east-1.rds.amazonaws.com	messagingdb
+eligibility	prod-eligibility.cluster-ro-czxwiektwmk0.us-east-1.rds.amazonaws.com	eligibilitydb
+entitlements	prod-entitlements.cluster-ro-czxwiektwmk0.us-east-1.rds.amazonaws.com	entitlementsdb
+benefits	prod-benefits.cluster-ro-czxwiektwmk0.us-east-1.rds.amazonaws.com	benefitsdb
+assessments	prod-assessments.cluster-ro-czxwiektwmk0.us-east-1.rds.amazonaws.com	assessmentsdb
+engagement	prod-engagement.cluster-ro-czxwiektwmk0.us-east-1.rds.amazonaws.com	engagementdb
+tagging	prod-tagging.cluster-ro-czxwiektwmk0.us-east-1.rds.amazonaws.com	taggingdb
+supportplan	prod-supportplan.cluster-ro-czxwiektwmk0.us-east-1.rds.amazonaws.com	supportplandb
+integrations	prod-platformintegrations.cluster-ro-czxwiektwmk0.us-east-1.rds.amazonaws.com	integrations
+content	prod-content.cluster-ro-czxwiektwmk0.us-east-1.rds.amazonaws.com	thegoodcontentdb
+retool	prod-retoolpub.cluster-ro-czxwiektwmk0.us-east-1.rds.amazonaws.com	retool

claude/skills/prod-db/prod-query.sh

@@ -0,0 +1,86 @@
+#!/usr/bin/env bash
+# Read-only lookups against prod read replicas (IAM auth). IDs/metadata only.
+#
+#   prod-query.sh <alias> "<select sql>"
+#   prod-query.sh <alias> --tables
+#   prod-query.sh <alias> --columns <table>
+set -euo pipefail
+
+DIR="$(cd "$(dirname "${BASH_SOURCE[0]}")" && pwd)"
+PROFILE="prod-mono-reader"
+REGION="us-east-1"
+DB_USER="reader"
+MAX_ROWS=200
+DENY_COLS='email|name|phone|birth|dob|address|street|zip|postal|ssn|traits|note|body|content|message|text|diagnos|medical|password|token|secret'
+
+die() { echo "prod-query: $*" >&2; exit 1; }
+
+[[ $# -ge 2 ]] || die "usage: prod-query.sh <alias> \"<select sql>\" | --tables | --columns <table>"
+
+alias_name="$1"; shift
+row="$(awk -F'\t' -v a="$alias_name" '$1 == a { print; exit }' "$DIR/databases.tsv")"
+[[ -n "$row" ]] || die "unknown alias '$alias_name'. Known: $(cut -f1 "$DIR/databases.tsv" | paste -sd' ' -)"
+host="$(cut -f2 <<<"$row")"
+database="$(cut -f3 <<<"$row")"
+
+internal=0
+case "$1" in
+  --tables)
+    internal=1
+    sql="select table_schema, table_name from information_schema.tables where table_schema not in ('pg_catalog','information_schema') order by 1, 2"
+    ;;
+  --columns)
+    [[ $# -eq 2 ]] || die "--columns needs a table name"
+    [[ "$2" =~ ^[A-Za-z0-9_.]+$ ]] || die "invalid table name"
+    internal=1
+    sql="select column_name, data_type from information_schema.columns where table_name = '${2##*.}' order by ordinal_position"
+    ;;
+  *)
+    sql="$1"
+    ;;
+esac
+
+if [[ $internal -eq 0 ]]; then
+  sql="$(sed -E 's/[[:space:]]*;[[:space:]]*$//' <<<"$sql")"
+  lc="$(tr '[:upper:]' '[:lower:]' <<<"$sql" | tr '\n' ' ')"
+
+  [[ "$lc" =~ ^[[:space:]]*(select|with)[[:space:]] ]] || die "only a single SELECT/WITH statement is allowed"
+  [[ "$sql" != *";"* ]] || die "multiple statements are not allowed"
+  [[ ! "$lc" =~ (^|[^a-z_])(insert|update|delete|drop|alter|create|grant|revoke|truncate|copy|call|do|set|reset|lock|vacuum|pg_read_file|pg_ls_dir|dblink|lo_import|lo_export)([^a-z_]|$) ]] \
+    || die "statement contains a disallowed keyword"
+
+  stripped="$(sed -E 's/count\([[:space:]]*\*[[:space:]]*\)//g' <<<"$lc")"
+  [[ ! "$stripped" =~ (select|,)[[:space:]]*(distinct[[:space:]]+)?([a-z_0-9]+\.)?\* ]] \
+    || die "'*' in the select list is not allowed; list explicit ID/metadata columns (use --columns <table>)"
+fi
+
+aws sts get-caller-identity --profile "$PROFILE" >/dev/null 2>&1 \
+  || die "no valid AWS SSO session. Run: ! aws sso login --profile $PROFILE"
+
+PGPASSWORD="$(aws --profile "$PROFILE" rds generate-db-auth-token \
+  --hostname "$host" --port 5432 --region "$REGION" --username "$DB_USER")"
+export PGPASSWORD
+export PGHOST="$host" PGPORT=5432 PGDATABASE="$database" PGUSER="$DB_USER" PGSSLMODE=require
+export PGOPTIONS="-c default_transaction_read_only=on -c statement_timeout=30000"
+
+out="$(mktemp)"
+trap 'rm -f "$out"' EXIT
+psql -X --csv -v ON_ERROR_STOP=1 -c "$sql" >"$out"
+
+header="$(head -n 1 "$out")"
+if [[ $internal -eq 0 ]]; then
+  bad="$(tr ',' '\n' <<<"$header" | tr -d '"' | grep -Ei "$DENY_COLS" || true)"
+  if [[ -n "$bad" ]]; then
+    echo "prod-query: blocked, output columns look like PII/PHI (rows not shown):" >&2
+    echo "$bad" >&2
+    echo "Select IDs/metadata only; use these fields only inside WHERE." >&2
+    exit 2
+  fi
+fi
+
+total=$(( $(wc -l <"$out") - 1 ))
+head -n $(( MAX_ROWS + 1 )) "$out" \
+  | sed -E 's/[A-Za-z0-9._%+-]+@[A-Za-z0-9.-]+\.[A-Za-z]{2,}/<redacted-email>/g'
+if (( total > MAX_ROWS )); then
+  echo "prod-query: output truncated to $MAX_ROWS of $total rows" >&2
+fi

cleo.darwin.nix

@@ -71,9 +71,13 @@ in
     ttyd
     xcodes
     xz
-    # node 22 pinned to the exact version cleo-app requires (nixpkgs-nodejs in flake.nix)
-    pinnedNode.nodejs_22
-    pinnedNode.yarn
+    # node 24.x from unstable (cached); the pinnedNode 24.19.0 rev had no cache.nixos.org binaries
+    unstable.nodejs_24
+    unstable.yarn
+    # iOS simulator UI driving (tap/scroll/type) for screenshots and e2e flows
+    unstable.maestro
+    unstable.idb-companion
+    act
   ];
 
   # Add Homebrew to PATH
@@ -147,6 +151,16 @@ in
     );
   };
 
-  nix.settings.experimental-features = "nix-command flakes";
+  nix = {
+    settings = {
+      experimental-features = "nix-command flakes";
+      auto-optimise-store = true;
+    };
+    gc = {
+      automatic = true;
+      interval = { Weekday = 0; Hour = 2; Minute = 0; }; # Sunday at 2:00 AM
+      options = "--delete-older-than 7d";
+    };
+  };
   system.stateVersion = 4;
 }

cleo.home.nix

@@ -1,4 +1,10 @@
 { config, pkgs, vars, ... }:
+let
+  # Agent/skill bodies live in the cleo-infinite checkout; symlinked so they
+  # follow upstream on every pull.
+  ansibleFiles = "${config.home.homeDirectory}/Projects/cleo-infinite/scripts/local-dev-ansible/files";
+  linkAnsibleFile = name: config.lib.file.mkOutOfStoreSymlink "${ansibleFiles}/${name}";
+in
 {
   imports = [
     ./programs.vscode.nix
@@ -96,6 +102,23 @@
     };
   };
 
+  # Claude Code (tasks/config/claude-code.yml). The remaining settings keys
+  # (additionalDirectories, statusLine, ...) come from home.shared.nix.
+  my.claude.settings = {
+    awaySummaryEnabled = false;
+    promptSuggestionEnabled = false;
+    # Generated by /auto-mode-setup; kept as JSON so it can be re-pasted and diffed.
+    autoMode = builtins.fromJSON (builtins.readFile ./claude/auto-mode.json);
+  };
+  xdg.configFile."claude/agents/Explore.md".source = linkAnsibleFile "claude-explore-agent.md";
+  xdg.configFile."claude/agents/orchestrator-sonnet.md".source = linkAnsibleFile "claude-orchestrator-sonnet-agent.md";
+  xdg.configFile."claude/agents/orchestrator-opus.md".source = linkAnsibleFile "claude-orchestrator-opus-agent.md";
+  xdg.configFile."claude/skills/orchestrate/SKILL.md".source = linkAnsibleFile "claude-orchestrate-skill.md";
+  xdg.configFile."claude/CLAUDE.md".source =
+    config.lib.file.mkOutOfStoreSymlink "${config.home.homeDirectory}/nixos/claude/CLAUDE.md";
+  xdg.configFile."claude/skills/prod-db".source =
+    config.lib.file.mkOutOfStoreSymlink "${config.home.homeDirectory}/nixos/claude/skills/prod-db";
+
   # opencode (tasks/config/opencode.yml)
   xdg.configFile."opencode/opencode.json".text = builtins.toJSON {
     "$schema" = "https://opencode.ai/config.json";

flake.lock

@@ -254,17 +254,17 @@
     },
     "nixpkgs-nodejs": {
       "locked": {
-        "lastModified": 1737545071,
-        "narHash": "sha256-j4HeaLw1LZxkCvuOxdO1xTnPYLSOQuzOjGEuCK80X2w=",
+        "lastModified": 1785767437,
+        "narHash": "sha256-1FG0hlMWqs1Yh3NJzt5ejMRqhJdSsr1qMqiAgMO3ZKs=",
         "owner": "NixOS",
         "repo": "nixpkgs",
-        "rev": "21808d22b1cda1898b71cf1a1beb524a97add2c4",
+        "rev": "700ca73b459b479645c7e5a957def679414c886f",
         "type": "github"
       },
       "original": {
         "owner": "NixOS",
         "repo": "nixpkgs",
-        "rev": "21808d22b1cda1898b71cf1a1beb524a97add2c4",
+        "rev": "700ca73b459b479645c7e5a957def679414c886f",
         "type": "github"
       }
     },

flake.nix

@@ -38,8 +38,8 @@
 
     nix-flatpak.url = "github:gmodena/nix-flatpak/main";
 
-    # Pinned nixpkgs for a specific nodejs_22 + yarn version required by cleo-app
-    nixpkgs-nodejs.url = "github:NixOS/nixpkgs/21808d22b1cda1898b71cf1a1beb524a97add2c4";
+    # Pinned nixpkgs for a specific nodejs_24 (24.19.0) + yarn version required by cleo-app
+    nixpkgs-nodejs.url = "github:NixOS/nixpkgs/700ca73b459b479645c7e5a957def679414c886f";
   };
 
   outputs =

home.shared.nix

@@ -15,6 +15,8 @@ let
   rebuildCmd = if pkgs.stdenv.isDarwin then "darwin-rebuild" else "nixos-rebuild";
 in
 {
+  imports = [ ./module.claude.nix ];
+
   home.stateVersion = lib.mkDefault "26.05";
   home.username = userConfig.username;
   home.homeDirectory = userConfig.homeDirectory;
@@ -41,25 +43,23 @@ in
     vault = "${userConfig._1PassKeyVault}"
   '';
 
-  xdg.configFile."claude/settings.json".source = pkgs.writeText "claude-settings.json" (
-    builtins.toJSON {
-      "$schema" = "https://json.schemastore.org/claude-code-settings.json";
-      theme = "dark";
-      agent = "plan";
-      denyCommands = [ "code --install-extension*" ];
-      additionalDirectories = [ "/tmp" ];
-      autoMemoryEnabled = false;
-      effortLevel = "medium";
-      fastModePerSessionOptIn = true;
-      feedbackSurveyRate = 0;
-      model = "opusplan";
-      showClearContextOnPlanAccept = false;
-      statusLine = {
-        type = "command";
-        command = "claude-statusline prompt";
-      };
-    }
-  );
+  my.claude.settings = {
+    "$schema" = "https://json.schemastore.org/claude-code-settings.json";
+    theme = "dark";
+    agent = "plan";
+    denyCommands = [ "code --install-extension*" ];
+    additionalDirectories = [ "/tmp" ];
+    autoMemoryEnabled = false;
+    effortLevel = "medium";
+    fastModePerSessionOptIn = true;
+    feedbackSurveyRate = 0;
+    model = "opusplan";
+    showClearContextOnPlanAccept = false;
+    statusLine = {
+      type = "command";
+      command = "claude-statusline prompt";
+    };
+  };
 
   xdg.configFile."claude-statusline/config.toml".text = ''
     format = "$directory | $git_branch | $model | $cost | $context | $usage"

module.claude.nix

@@ -0,0 +1,16 @@
+{ config, lib, pkgs, ... }:
+let
+  jsonFormat = pkgs.formats.json { };
+in
+{
+  # Host modules contribute keys here; the module system deep-merges them into
+  # a single ~/.config/claude/settings.json.
+  options.my.claude.settings = lib.mkOption {
+    type = jsonFormat.type;
+    default = { };
+    description = "Claude Code settings.json contents.";
+  };
+
+  config.xdg.configFile."claude/settings.json".source =
+    jsonFormat.generate "claude-settings.json" config.my.claude.settings;
+}