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refactor: archiving and research management processes - #69

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cofin merged 2 commits into
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fix/task-location
Aug 15, 2026
Merged

refactor: archiving and research management processes#69
cofin merged 2 commits into
mainfrom
fix/task-location

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@cofin cofin commented Aug 15, 2026

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Enhance the archiving process to include promoted research, introduce tracking policies, and clarify procedures for consolidating research findings. Update documentation and adjust transaction journal paths for consistency. Bump version to 0.22.2.

cofin added 2 commits August 15, 2026 15:16
- Enhanced archiving process to include promoted research in the flow's bundle.
- Introduced tracking policy for archiving: `shared` and `local-only` (stealth mode).
- Updated validation steps to check tracking policy and recoverability based on it.
- Clarified procedures for consolidating notes and research findings into knowledge chapters.
- Established a clear promotion contract for research, ensuring it moves into the appropriate flow bundle upon adoption.
- Reorganized research directories to hold only un-promoted research, with clear guidelines for promotion.
- Updated documentation across multiple files to reflect changes in archiving, research handling, and task management.
- Adjusted transaction journal paths from `tasks/transactions` to `transactions` for consistency and clarity.
- Enhanced tests to validate new transaction journal structure and ensure compliance with updated specifications.
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cofin merged commit ea35fec into main Aug 15, 2026
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cofin deleted the fix/task-location branch August 15, 2026 15:42
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