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CedarCopilot/cedar-mail

Branch: staging

docs(cedar-configuration): refresh knowledge files to match staging

merged#2726CedarCopilot

CedarCopilot wants to merge 0 commits into staging from chore/refresh-cedar-configuration-knowledge

Live on prod, no production signal yetTimeline and evidence
  1. Opened
    Sep 8, 2026, 11:11 AM
  2. Live on staging
    Sep 8, 2026, 11:38 AM
  3. Pipelines steady after this deploy
    Sep 8, 2026, 11:38 AM
  4. Merged
    Sep 8, 2026, 11:38 AM
  5. Live on prod
    Sep 8, 2026, 11:38 AM
  6. Observed 2 hours
    Sep 8, 2026, 11:38 AM
  7. Unobserved

    Live on prod, no production signal yet

    Sep 8, 2026, 11:38 AM
  8. Pipelines steady after this deploy
    Sep 8, 2026, 11:38 AM

Failures attributed to this change

No prod customers are affected while this is only in staging. If promoted, prod impact is unknown because Libra still needs a concrete exception, route, and failed user action before assigning severity. 5 hits · no retained affected-user count · no retained trace sample.Introducedmedium confidence

internal_only

staging, first seen Sep 8, 2026, 1:15 PM
No prod customers are affected while this is only in staging. If promoted, prod impact is unknown because Libra still needs a concrete exception, route, and failed user action before assigning severity. 3 hits · no retained affected-user count · no retained trace sample.Introducedmedium confidence

internal_only

staging, first seen Sep 8, 2026, 1:15 PM

Libra has no production signal for this change on prod yet. Libra checks hourly for 3 days after each deploy.

Summary

  • Re-ran the refresh-agent-knowledge skill against current staging and repaired drift accumulated over PRs #2716-#2722 (the local checkout had been 19 commits stale).
  • config-propagate's new force-write/multi-target semantics (force:true refuses the whole call if more than one target diverges; "org" targets exclude the source connection's own owner; connection-write's update_crm_field_mappings now also reconciles select/list options via the shared writeCrmFieldMapping()) were either undocumented or directly contradicted across fields-and-values.md, scope-and-sharing.md, and limits-and-escalation.md.
  • The when_to_use and model subagent frontmatter fields are retired (folded into description), but SKILL.md, building-an-agent.md, choosing-a-trigger.md, diagnose-and-repair.md, and playbook-anatomy.md all still described the old shape. Notably, knowledge-claims-resolve.test.ts stayed green through this drift since both fields remain real, resolvable identifiers , only their meaning changed.

Test plan

  • pnpm --filter @zero/server exec vitest run src/mastra/skills/account-config , all tests pass before and after these edits
  • Routing suite re-walked by hand against account-config/index.ts , no routing-relevant identifiers changed, no doc edits needed there
  • Verified only the 8 intended cedar-configuration/** files are in this diff (no unrelated working-tree changes swept in)

🤖 Generated with Claude Code

https://claude.ai/code/session_013iVAVojFcUXtRjhwFt8X8P

Greptile Summary

This documentation-only PR refreshes the Cedar configuration skill to match current subagent metadata, CRM mapping reconciliation, and configuration propagation behavior.

  • Replaces retired when_to_use and model guidance with the live description contract.
  • Documents shared select/list option reconciliation across mapping write surfaces.
  • Clarifies propagation target expansion, force-write limits, and unsupported playbook propagation.
  • Aligns troubleshooting and escalation guidance with the current configuration tools.

Confidence Score: 5/5

The documentation changes appear safe to merge and match the current implementation.

No actionable mismatch remained after checking the revised metadata, mapping reconciliation, target resolution, force-write, and propagation-scope claims against current code and tests.

Important Files Changed

FilenameOverview
apps/server/.claude/skills/cedar-configuration/building-an-agent.mdCorrectly updates subagent authoring guidance for live metadata and create-only options.
apps/server/.claude/skills/cedar-configuration/choosing-a-trigger.mdCorrectly distinguishes informational descriptions from binding trigger-block prose.
apps/server/.claude/skills/cedar-configuration/fields-and-values.mdAccurately documents mapping reconciliation, propagation targets, and force-write safeguards.
apps/server/.claude/skills/cedar-configuration/playbook-anatomy.mdUpdates the documented subagent frontmatter shape to the current runtime contract.
apps/server/.claude/skills/cedar-configuration/scope-and-sharing.mdCorrectly limits propagation support to fields and CRM mappings rather than playbook content.

Reviews (1): Last reviewed commit: "docs(cedar-configuration): refresh knowl..." | Re-trigger Greptile

Context used:

Show production surfaces and changed-file mapping

Production surfaces

Libra has not measured any production surfaces for this change yet.

Changed files → surfaces

  • apps/server/.claude/skills/cedar-configuration/SKILL.mdno production surface mapped
  • apps/server/.claude/skills/cedar-configuration/building-an-agent.mdno production surface mapped
  • apps/server/.claude/skills/cedar-configuration/choosing-a-trigger.mdno production surface mapped
  • apps/server/.claude/skills/cedar-configuration/diagnose-and-repair.mdno production surface mapped
  • apps/server/.claude/skills/cedar-configuration/fields-and-values.mdno production surface mapped
  • apps/server/.claude/skills/cedar-configuration/limits-and-escalation.mdno production surface mapped
  • apps/server/.claude/skills/cedar-configuration/playbook-anatomy.mdno production surface mapped
  • apps/server/.claude/skills/cedar-configuration/scope-and-sharing.mdno production surface mapped
  • apps/server/src/mastra/skills/account-config/__tests__/knowledge-claims-resolve.test.tsno production surface mapped