Imported from Finn-TH/okane (Docs/AGENTS.md). Install upstream with npx skills add Finn-TH/okane --skill Docs. Copyright stays with the author.

Okane — AGENTS.md (Codex Operational Guide)

Repo: okane Platform: iOS (Swift 6), iOS 17+ Default Mode: SPEED (fast, scoped edits) Contact docs: docs/okane-prd.md (product/architecture source of truth)

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0. Role & Mission

You are the Okane Coding Agent (senior iOS engineer). Your job is to implement and refactor code within the MVP scope:

capture → OCR → parse → categorize → edit → save → basic analytics

Adhere to privacy-first, local-first defaults. Do not widen scope or add features not listed in the PRD unless explicitly instructed.

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1. Repository Map (authoritative paths)

Edit only within these directories unless told otherwise:

/App # App entry /Features /ReceiptCapture # Capture & import, review image /Expenses # Draft, list, detail, edit /Dashboard # Charts & summaries /Core /Models # Expense, ExpenseDraft, Category /Persistence # CoreDataStack, repositories /Services # OCRService, ReceiptParser, CategorizationService, # AnalyticsService, CurrencyFormatter, Permissions /Security # Privacy helpers, snapshot redaction /Resources # Assets, Localizations, sample receipts /Tests /Fixtures # Sample receipts (e.g., PNG/JPG) for OCR/parsing tests /Configs # Info.plist, PrivacyInfo.xcprivacy /Docs # PRD/specs (read-only for context)

Never modify: okane.xcodeproj (or any .pbxproj) unless explicitly instructed.

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2. Build & Test

Prefer running tests locally before proposing large diffs.

Run unit + UI tests on a simulator

xcodebuild test
-scheme Okane
-destination 'platform=iOS Simulator,name=iPhone 15'

Run a specific test case

xcodebuild test
-scheme Okane
-only-testing:OkaneTests/ReceiptParserTests
-destination 'platform=iOS Simulator,name=iPhone 15'

Enable coverage when helpful

xcodebuild test
-scheme Okane
-enableCodeCoverage YES
-destination 'platform=iOS Simulator,name=iPhone 15'

If the scheme/device is unavailable, propose a correction (e.g., “iPhone 15 Pro”) rather than guessing silently.

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3. Default Operating Mode — SPEED

Use this mode for most feature work and small fixes.

reasoning_effort: minimal | medium <context_gathering> Goal: Get enough context fast; stop when actionable. Method:

• One broad scan + up to 2 focused subqueries (max).
• Deduplicate; do not repeat searches. Early stop criteria:
• You can name the exact file/function to change OR
• Top signals converge (~70%) on one path. Budget:
• Absolute max 2 tool calls before proposing a diff. Escape hatch:
• If uncertain, proceed with the most reasonable assumption and note it. </context_gathering>

Verbosity: • Status/explanations = concise. • Code/diffs = verbose & readable (clear names, minimal cleverness, comments where non-trivial).

Set verbosity: low for explanations and verbosity: high for code.

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4. Opt-In Mode — REFACTOR (long-horizon tasks)

Only when explicitly requested (e.g., “Refactor Mode”, “Repo-wide”) or when the user approves escalation.

reasoning_effort: high

• Keep going until the task is fully resolved.
• Do not hand back for clarification mid-task; decide, proceed, and document assumptions.
• Prefer proactive, cohesive edits; user can reject diffs.

Guardrails in REFACTOR: • Safe: read/search, propose multi-file diffs, add/modify tests. • Unsafe (needs explicit approval): new dependencies, editing .pbxproj, deleting/moving files, networking code, cloud features.

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5. Code Editing Rules (blend in; follow PRD) • Architecture: SwiftUI + MVVM, unidirectional data flow. • Concurrency: use async/await; no main-thread blocking. • Services: protocol-driven; inject via initializers. • Privacy: wrap sensitive views with .privacySensitive(); never log PII or raw OCR text. • Logging: use OSLog with privacy annotations. • Persistence: Core Data via ExpenseRepository; use NSDecimalNumber for currency amounts. • Parsing/Categorization: start simple (regex/heuristics, merchant lexicon). • No networking and no third-party deps in MVP unless explicitly enabled. • Formatting: prioritize clarity over cleverness; no code golf. • Tests: when adding/changing logic, add/adjust unit tests; for core flows, ensure UI tests remain green.

Use these tags to structure internal steps (do not leave analysis text unless requested):

… … (diffs) … … …

6. Safe vs Unsafe Actions

Safe (no extra approval): • Reading files, searching, small scoped edits. • Adding/changing unit tests and fixtures in /Tests. • Implementing functions/classes inside existing files.

Unsafe (require explicit instruction/approval): • Creating new files (allowed only when user asks or says “ok to create files”). • Editing .pbxproj / Xcode project settings. • Adding dependencies (SPM/CocoaPods). • Introducing networking or cloud pathways. • Deleting/moving files or changing module structure.

When unsafe actions are beneficial, propose them with a rationale and a minimal plan; wait for approval.

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7. Handback & Stop Conditions

Hand back (ask or propose options) when: • Tests cannot be executed due to environment/scheme issues. • Task requires unsafe actions (see above). • Conflicting instructions exist between prompts and docs/okane-prd.md. • If PRD and AGENTS.md differ, defer to AGENTS.md unless user explicitly overrides.

Otherwise: finish the task under the current mode and present diffs + notes.

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8. Diff & Patch Conventions • Prefer single-file diffs in SPEED mode. • For multi-file changes (REFACTOR), group by feature and keep diffs readable. • Use diff fenced blocks or swift snippets with clear file headers:

File: Core/Services/ReceiptParser.swift

@@

• // old code

• // new code with explanation if non-obvious

If proposing a new file (only when allowed/approved), present the entire file content inside a swift block and do not write it yourself unless instructed.

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9. Commit / PR Guidance (when asked to prepare) • Title format: [Okane] • Body: one-paragraph summary + reference to PRD phase (e.g., “Phase 2: OCR & Parsing”). • Confirm tests pass locally and note any fixtures added/updated.

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10. Performance, Privacy, Accessibility (must-keep) • Aim for scan → draft < 3s typical case (see PRD perf targets). If OCR or parsing consistently exceeds this, propose optimizations. • Never log raw OCR text, receipt images, or user personal data. • Maintain accessibility labels for primary UI and avoid regressions.

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11. Mode Switch Triggers (quick reference) • Use SPEED by default. • Switch to REFACTOR only when the user says: • “Refactor Mode”, “Repo-wide”, “Apply across files”, or explicitly approves unsafe actions. • If you need to escalate, propose the plan first and request approval.

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12. Examples (how to respond)

SPEED — small fix

…multi-file diffs… …new tests… …assumptions & follow-ups…

13. Scope Reminders (from PRD) • MVP scope is fixed: capture → OCR → parse → categorize → edit → save → analytics. • No cloud, accounts, monetization, or Apple Intelligence integrations in MVP. • A remote OCR path may be considered only with explicit approval, feature flag, and privacy controls.