What this is
The naming and versioning discipline for the whole project: the default filename format, the multi-track document ID system (for projects with 10+ documents), dual versioning (file version vs. internal footer version), and the roll-up/aggregate document pattern. This is what makes every document uniquely referenceable by a short code.
install file-naming-and-versioning
The sections below are the install payload — the directives Claude reads and runs when this feature is installed. Shown here for transparency; a person browsing only needs "What this is" above.
Assess first
- Confirm the project code is established (from Agent Role & Project Identity). Naming depends on it. - Read `admin\AGENT_INSTRUCTIONS.md` for any existing track table or naming convention and carry it forward. - Look at existing filenames in the project to see whether a track ID scheme is already in use.
Ask, only if needed
- If the project has (or will have) 10+ documents and no track table exists: "Let's set up document tracks -- functional groupings like Technical, Legal, Financial, Operations. I'll suggest a set based on your project type; you confirm." Use the project-type track defaults; confirm the finalized table. - For legal projects, use the Legal file-naming convention from the Legal Preferences feature instead of the default format. - Otherwise nothing to ask.
Write (payload written into admin\AGENT_INSTRUCTIONS.md)
Add this section to `admin\AGENT_INSTRUCTIONS.md`: ``` * FILE NAMING & VERSIONING Track document format: [ProjectCode]-[TRACK][NUMBER]_[Short_Title].[ext] General document format: [ProjectCode]_[DocType]_[Subject]_[YYYY-MM-DD]_v[X.X][_Draft].[ext] Tracker files: static filename -- version lives inside the file header, never in the name. DOCUMENT ID SYSTEM (multi-track library, recommended for 10+ documents) Every document gets a unique, short, referenceable ID. Examples: THZ-T02_Network_Architecture.docx (Technical, doc #2) THZ-L05_Door_Egress_Compliance_v5.docx (Legal, doc #5, major rev) WOW-B01_Organization_Profile.docx (Business, doc #1) Track table (finalize at setup): | Track | Code | Scope | Folder | |-------|-----------------|--------------------------------|-------------------| | [Name]| [Code]-[L]## | [Scope] | docs\[folder]\ | | Ref | -- | Strategic docs w/o track IDs | docs\reference\ | Common track letters: T Technical · C Construction · P Procurement · F Financial · O Operations · L Legal · B Business · R Relations · M Marketing. Assign the next sequential number within a track when a new document is created. Reference documents by their ID code in conversation. DUAL VERSIONING - File version: changes only when a major revision must be preserved as a distinct file on the file system (e.g., _v4 archived, _v5 current). - Internal version: tracked in the document footer; increments freely without renaming the file (Draft v0.1 -> v0.2 -> v0.3 -> v1.0). - Rule: rename the file only when the old version must be preserved separately. Otherwise update the footer version. Prevents filename churn. VERSIONING RULES (summary) - All files start at v1.0 or internal v0.1 - Draft files carry _Draft in the name; final files drop it - Only current version in the active folder -- previous to archive\ (never delete) - One document = one tracker card = one active file ROLL-UP / AGGREGATE PATTERN When a master summary aggregates sub-documents: - Always build sub-documents first; build the master/roll-up last - The master reflects the current state of all sub-documents - Never edit line-item detail in the master -- edit the sub-document, then rebuild the roll-up ```
Confirm
Confirm: your naming convention, track ID system, and dual versioning are in the agent instructions -- every document now gets a unique, referenceable code. Want to install another, or is that everything for now?