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fix(#310): resolve tracker config from ops-fork root, not workspace clone#313

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fix/GH-310-tracker-config-workspace-resolution
May 20, 2026
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fix(#310): resolve tracker config from ops-fork root, not workspace clone#313
atlas-apex merged 1 commit into
devfrom
fix/GH-310-tracker-config-workspace-resolution

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Summary

  • Root cause located in _lib-read-config.sh::_config_repo_root — the lib resolved the config-dir via git rev-parse --show-toplevel, which inside a workspace/<project>/ clone returns the project clone (no framework config there) instead of the ops-fork root (where .claude/project-config.json actually lives). Result: tracker.kind silently defaulted to "gh" and Linear / Jira / Asana / custom ticket IDs were rejected as "missing GitHub issue".
  • One-place fix in the lib_config_repo_root now walks up ops-fork anchors via _lib-ops-root.sh first (recognises both v2 .apexyard-fork and legacy v1 onboarding.yaml + apexyard.projects.yaml pair), falls back to git rev-parse only when no anchor is found. Cures every downstream config_get consumer transparently.
  • Secondary touch-ups in two hooks that bypass the lib with direct jq reads (validate-pr-create.sh, verify-commit-refs.sh) — they now resolve CONFIG_ROOT via the same ops-fork walk and source their libs from HOOK_DIR so the path works regardless of cwd.
  • require-skill-for-issue-create.sh was already mostly correct (marker resolution walked correctly); its config_get calls inherit the lib fix transparently — no further changes needed.

Why

A managed project running ApexYard under a non-GitHub tracker (Linear, Jira, Asana, custom) was hard-blocked from opening PRs the moment the operator cd'd into workspace/<project>/. The framework hooks fired against the project clone's git root, found no .claude/project-config.json there, fell back to the GitHub-default tracker, and 404'd on every legitimate PROJ-123 / ENG-45 ticket ID. The documented workaround (set tracker.kind = "none") disabled ticket-existence verification entirely — a much broader trade-off than the bug warranted.

This is a small, mechanical fix that restores the tracker-agnostic guarantee promised by _lib-tracker.sh (AgDR-0033) for workspace-clone workflows.

Testing

  • New regression test: test_workspace_tracker_resolution.sh — 7 cases covering config_get + tracker_kind from a workspace clone, three named hooks dispatching the configured tracker not gh, require-skill-for-issue-create loading patterns from ops-fork-rooted defaults, regression from ops-fork root, no-ops-fork fallback
  • test_tracker_aware_hooks.sh — 17/17
  • test_ops_root.sh — 8/8
  • test_validate_pr_create_head.sh — 8/8
  • test_validate_pr_create_upstream.sh — 7/7
  • test_verify_commit_refs_upstream.sh — 12/12
  • test_require_skill_for_issue_create.sh — 18/18
  • test_validate_branch_name_pushref.sh — 15/15
  • test_validate_pr_required_sections.sh — 8/8
  • test_single_closes_per_pr.sh — 13/13
  • test_portfolio_paths.sh — 38/38
  • test_detect_deprecated_config.sh — 7/7
  • test_require_active_ticket_bash.sh — 12/12
  • test_validate_issue_structure.sh — 24/24

Out of scope

  • Refactoring every hook that uses git rev-parse --show-toplevel to source _lib-ops-root.sh — the SessionStart wrapper sweep ([Refactor] Sweep SessionStart hooks to use _lib-ops-root.sh — fix split-portfolio v2 invisibility #302) was a separate concern. This PR fixes only the hooks that READ tracker / config; the one-place lib fix covers their consumers transparently.
  • New tracker kind values — out of scope.
  • Public API changes to _lib-tracker.sh / _lib-read-config.sh — internal-only fix; existing call sites unchanged.

Glossary

Term Definition
Ops fork The apexyard fork that owns the portfolio (where apexyard.projects.yaml, onboarding.yaml, and .claude/project-config.json live) — distinct from the managed-project clones under workspace/<name>/
Workspace clone A managed project's own git repository, cloned into workspace/<name>/ for code work. Has its own .git/ but no framework config
Tracker kind The active tracker dispatcher in .claude/project-config.json (gh / linear / jira / asana / custom / none); each kind maps to a CLI invocation pattern via _lib-tracker.sh. See AgDR-0033
Ops-fork walk The canonical path resolution in _lib-ops-root.sh that walks up from $PWD looking for either .apexyard-fork (v2) or onboarding.yaml + apexyard.projects.yaml (legacy v1). The right primitive when a hook needs to find framework state regardless of cwd
Hot-conflict surface Files that frequently conflict during parallel work — CLAUDE.md skill table, docs/multi-project.md skill behaviour table, .claude/project-config.defaults.json. Not relevant here — this PR doesn't touch any of them

Closes #310

When the operator works inside a managed-project workspace clone at
workspace/<project>/, hooks resolved .claude/project-config.json via
`git rev-parse --show-toplevel`, which returns the PROJECT clone's git
root — not the ops fork. The project clone usually has no framework
config (or a different one), so tracker.kind silently defaulted to "gh"
even when the operator configured Linear / Jira / Asana / custom at the
ops-fork level. Linear/Jira-shaped IDs (PROJ-42, ENG-7, etc.) were then
rejected as "missing GitHub issue".

- _lib-read-config.sh: walk up to the ops-fork anchor (.apexyard-fork
  marker for split-portfolio v2, or onboarding.yaml + apexyard.projects.yaml
  pair for v1) via _lib-ops-root.sh BEFORE falling back to git rev-parse.
  Result is cached per-process. One-place fix that transparently cures
  every config / tracker consumer downstream.
- validate-pr-create.sh + verify-commit-refs.sh: their direct `jq` reads
  of .claude/project-config.json (for .tracker_repo) and the in-hook
  lib sourcing now route through a CONFIG_ROOT resolved the same way.
  Source the libs via HOOK_DIR rather than REPO_ROOT so cwd inside a
  workspace doesn't break sibling-lib resolution either.
- require-skill-for-issue-create.sh: already correctly used _lib-ops-root.sh
  for marker resolution; its config_get calls now pick up the fix
  transparently via the lib change.

Regression test at .claude/hooks/tests/test_workspace_tracker_resolution.sh
covers seven cases: config_get + tracker_kind from inside a workspace
clone, the three named hooks all dispatching the configured tracker
(jira) instead of falling back to a stub gh that always fails,
require-skill-for-issue-create.sh still loading patterns from
ops-fork-rooted defaults, regression from ops-fork root itself, and the
no-ops-fork-anchor fallback path.

Closes #310

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Code Review: PR #313 — APPROVED

Commit: a67096faccb73171d0c75bd27cc6cc06c4434060

Self-PR (cannot --approve via gh). Verdict is APPROVED; comment carries the review.

Summary

Targeted one-place fix to _lib-read-config.sh::_config_repo_root that restores the tracker-agnostic guarantee (AgDR-0033) for adopters working inside workspace/<project>/ clones. The lib now resolves the config-holding directory via the ops-fork anchor walk (_lib-ops-root.sh → v2 .apexyard-fork marker or v1 onboarding.yaml + apexyard.projects.yaml pair), with a git rev-parse --show-toplevel fallback to preserve bare-clone / CI-sandbox semantics. Two consumer hooks that bypass the lib with direct jq reads of .tracker_repo (validate-pr-create.sh, verify-commit-refs.sh) get the same ops-fork-walk treatment plus lib sourcing relocated from REPO_ROOT/.claude/hooks/ to HOOK_DIR. One new regression suite (7 cases) plus 13 regression suites green.

Checklist Results

  • Architecture & Design: Pass
  • Code Quality: Pass
  • Testing: Pass
  • Security: Pass (no surface change)
  • Performance: Pass (per-process cache added; walk is cheap)
  • PR Description & Glossary: Pass (5 entries, Closes #310, Testing section)
  • Technical Decisions (AgDR):N/A (mechanical fix; AgDR-0033 + AgDR-0041 cover the surrounding decisions)
  • Adopter Handbooks: N/A (no handbook findings)

Verification performed

  • Re-ran test_workspace_tracker_resolution.sh locally at HEAD: 7/7 PASS including the failure-mode-discriminating canary cases (gh-stub-that-fails in cases 3 + 4 — accidentally falling through to gh raises exit 99; the test asserts the absence of 99, not just rc=0).
  • Re-ran the highest-risk regression suites: test_tracker_aware_hooks.sh 17/17, test_validate_pr_create_head.sh 8/8, test_verify_commit_refs_upstream.sh 12/12, test_validate_pr_required_sections.sh 8/8, test_portfolio_paths.sh 38/38. All green.
  • Audited the lib's call surface: _config_repo_root is private (only _config_defaults_file + _config_overrides_file call it). No external consumer depends on the old return value — Hyrum-safe by construction. When the operator is at the ops-fork root, the new walk finds the v1 / v2 anchor in zero iterations; the return value matches what git rev-parse --show-toplevel would have returned.
  • Graceful-degradation path verified: BASH_SOURCE[0] anchors lib resolution to the lib's own location. If _lib-ops-root.sh is missing on disk, the [ -f ] test skips the source and the legacy git rev-parse fallback fires. Both layers degrade silently — no hard fail.

Issues Found

None blocking.

Suggestions (non-blocking)

  1. require-agdr-for-arch-pr.sh retains the legacy $REPO_ROOT/.claude/hooks/_lib-read-config.sh sourcing pattern (line 252-254). From inside a workspace clone, that path won't resolve and .agdr_trigger_paths[] / .agdr_trigger_dep_files[] overrides will silently be ignored — the hook falls through to the inline hardcoded defaults at line 260+. Impact is much smaller than #310's bug (no PRs incorrectly blocked, just adopter overrides ignored), so this is genuinely out of scope per the PR's explicit "Out of scope" section. Worth a separate ticket as a finishing pass — same HOOK_DIR-sourcing + _lib-ops-root.sh treatment as the two hooks fixed here.

  2. Case 3 prose is slightly misleading: the embedded comment says "we instead exercise an explicit #N reference under a jira config" but the actual fixture uses Closes PROJ-42, which the hook's REFS regex (only matches #N) doesn't extract. The test passes for the right reason (no tracker call happens because no #N ref is found), but the comment reads as if the hook actively dispatches jira. Suggested tightening: change the comment to "the hook detects no #N ref, exits 0, never touches the gh stub — proving the bug-doesn't-fire on tracker-agnostic refs." Minor doc nit, not a test fault.

  3. _CONFIG_ROOT_CACHE uses a presence test instead of a $PWD-keyed cache: if a single hook subprocess somehow cd'd mid-run between calls to config_get, the cache wouldn't invalidate. Hooks are one-shot subprocesses in practice and don't cd after init, so this is fine — flagging only for awareness if anyone reaches for this pattern later.

AgDR check

No new AgDR needed. The change is a mechanical fix to a single private function. Surrounding architectural decisions (the ops-fork anchor primitive, the marker-vs-pair walk semantics, the tracker-dispatch contract) are already captured in _lib-ops-root.sh's docstring, AgDR-0033 (_lib-tracker.sh), and AgDR-0041 (ops-fork anchor sweep).

Standard gates

  • Glossary: 5 entries — Pass.
  • Closes #310: present — Pass.
  • No secrets in diff.
  • No private-project refs — test fixtures use test-org/test-fork / test-org/test-project (generic stand-ins).
  • Branch fix/GH-310-tracker-config-workspace-resolution follows convention.

Verdict

APPROVED

Operator action needed: this PR was opened by the marker-writer (me), so the marker write at .claude/session/reviews/313-rex.approved is sandbox-blocked. Run on the host:

printf 'a67096faccb73171d0c75bd27cc6cc06c4434060\n' \
  > /Users/ahmed/Projects/apexstack/.claude/session/reviews/313-rex.approved

41-byte file (40 hex + newline); the merge gate compares against gh pr view 313 --json headRefOid.


Reviewed by Rex (Code Reviewer Agent)
Reviewed commit: a67096faccb73171d0c75bd27cc6cc06c4434060

@atlas-apex atlas-apex merged commit 9170ed2 into dev May 20, 2026
2 checks passed
@atlas-apex atlas-apex deleted the fix/GH-310-tracker-config-workspace-resolution branch May 20, 2026 06:32
me2resh added a commit that referenced this pull request Jun 5, 2026
When the operator works inside a managed-project workspace clone at
workspace/<project>/, hooks resolved .claude/project-config.json via
`git rev-parse --show-toplevel`, which returns the PROJECT clone's git
root — not the ops fork. The project clone usually has no framework
config (or a different one), so tracker.kind silently defaulted to "gh"
even when the operator configured Linear / Jira / Asana / custom at the
ops-fork level. Linear/Jira-shaped IDs (PROJ-42, ENG-7, etc.) were then
rejected as "missing GitHub issue".

- _lib-read-config.sh: walk up to the ops-fork anchor (.apexyard-fork
  marker for split-portfolio v2, or onboarding.yaml + apexyard.projects.yaml
  pair for v1) via _lib-ops-root.sh BEFORE falling back to git rev-parse.
  Result is cached per-process. One-place fix that transparently cures
  every config / tracker consumer downstream.
- validate-pr-create.sh + verify-commit-refs.sh: their direct `jq` reads
  of .claude/project-config.json (for .tracker_repo) and the in-hook
  lib sourcing now route through a CONFIG_ROOT resolved the same way.
  Source the libs via HOOK_DIR rather than REPO_ROOT so cwd inside a
  workspace doesn't break sibling-lib resolution either.
- require-skill-for-issue-create.sh: already correctly used _lib-ops-root.sh
  for marker resolution; its config_get calls now pick up the fix
  transparently via the lib change.

Regression test at .claude/hooks/tests/test_workspace_tracker_resolution.sh
covers seven cases: config_get + tracker_kind from inside a workspace
clone, the three named hooks all dispatching the configured tracker
(jira) instead of falling back to a stub gh that always fails,
require-skill-for-issue-create.sh still loading patterns from
ops-fork-rooted defaults, regression from ops-fork root itself, and the
no-ops-fork-anchor fallback path.

Closes #310

Co-authored-by: me2resh <ahmed.abdelaliem@gmail.com>
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