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feat(02-01): rewrite setup.sh with dependency checker, OS detection, color output, CLI args#8

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claude/plan-phase-11-UVVnO
Feb 5, 2026
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feat(02-01): rewrite setup.sh with dependency checker, OS detection, color output, CLI args#8
AojdevStudio merged 6 commits intomainfrom
claude/plan-phase-11-UVVnO

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@AojdevStudio AojdevStudio commented Feb 4, 2026

  • Terminal color detection with tty check and TERM fallback
  • OS detection for macOS/Linux/WSL with package manager lookup
  • version_gte using sort -V (handles edge cases like 4.1 >= 3.12)
  • check_all_deps accumulates all failures before exiting (set -e safe)
  • --check-deps-only flag for dry-run dependency check
  • --help flag with usage information
  • Auto-install prompts with tty guard for non-interactive mode
  • OS-specific install commands (brew/apt/curl)
  • Placeholder section for Plan 02 directory creation and config scaffolding

https://claude.ai/code/session_01Povov7P1xMFgnNG4V2Jydf

Summary by CodeRabbit

  • New Features

    • Expanded knowledge tracking to seven states (know, fuzzy, unknown, familiar, confident, mastered)
    • Added Options Greeks and Risk Management explorers; bundled standalone topic explorers and per-topic persistence with legacy migration
    • Learning mode selector (Guided, Standard, YOLO), progress visualization, badges, and export/migration support
  • Bug Fixes

    • More robust setup/version detection to avoid empty parsing failures
  • Documentation

    • Consolidated planning notes into a new centralized markdown and removed outdated config/content artifacts

…Port

Phase 10: Template Engine & Dividend Topic Port
- Implementation decisions documented
- Phase boundary established

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
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📝 Walkthrough

Walkthrough

Adds ten new setup.sh helper functions for step-based, idempotent setup and more robust dependency version parsing; expands topic-schema knowledge enum to more states; updates Phase 10–11 planning and context docs for standalone explorers, persistence, and learning modes; removes/adds repo notes and deletes .claude/settings.json.

Changes

Cohort / File(s) Summary
Setup script & helpers
setup.sh
Added 10 functions: is_step_complete, mark_step_complete, show_progress, create_dir, create_directory_structure, verify_directory_structure, scaffold_file, scaffold_config_files, install_python_deps, print_summary. Made dependency version extraction resilient by defaulting found_version to "0.0".
Topic schema & topic data
src/explorer/schemas/topic-schema.ts, .planning/.../options-greeks.json, .planning/.../risk-management.json, .planning/.../dividend-strategy.json
Expanded NodeSchema.knowledge enum to include familiar, confident, mastered and changed default to unknown; updated topic JSON counts and validation paths for cross-topic verification.
Phase 11 planning & context
.planning/phases/11-self-assessment-persistence-topics/11-01-PLAN.md, .planning/phases/11-self-assessment-persistence-topics/11-02-PLAN.md, .planning/phases/11-self-assessment-persistence-topics/11-03-PLAN.md, .planning/phases/11-self-assessment-persistence-topics/11-CONTEXT.md
Reworked Phase 11 docs to specify persistent multi-state knowledge cycling, learning modes, legacy-data migration, standalone HTML explorers, verification commands, and standardized headings/criteria.
Phase 10 documentation & setup summary
.planning/phases/10-template-engine-dividend-topic-port/10-CONTEXT.md, .planning/phases/02-setup-automation/02-02-SUMMARY.md
Added Phase 10 context for template engine, Cytoscape-based explorer design, topic JSON schema and build outputs; updated setup automation summary to reference new setup.sh step model.
Repo metadata & notes
.claude/settings.json (deleted), .dev/notes..txt (deleted), .dev/notes.md (added)
Removed .claude/settings.json and legacy .dev/notes..txt; added .dev/notes.md with consolidated planning and review notes.
Scripts / QA
scripts/qa/pii-replacements.txt
Tightened Fidelity-style account regex by adding word boundaries (\b) to avoid overmatching.

Estimated code review effort

🎯 4 (Complex) | ⏱️ ~45 minutes

Possibly related PRs

Poem

🐰 I hopped through scripts and plans tonight,
Ten tiny helpers set the steps alight,
States of knowing stretch and bloom,
Three explorers waking from their room,
A carrot-cheer for tidy code and light!

🚥 Pre-merge checks | ✅ 2 | ❌ 1
❌ Failed checks (1 warning)
Check name Status Explanation Resolution
Docstring Coverage ⚠️ Warning Docstring coverage is 27.27% which is insufficient. The required threshold is 80.00%. Write docstrings for the functions missing them to satisfy the coverage threshold.
✅ Passed checks (2 passed)
Check name Status Explanation
Description Check ✅ Passed Check skipped - CodeRabbit’s high-level summary is enabled.
Title check ✅ Passed The title accurately describes the main changes: rewriting setup.sh with dependency checker, OS detection, color output, and CLI arguments as documented in the PR objectives and raw summary.

✏️ Tip: You can configure your own custom pre-merge checks in the settings.

✨ Finishing touches
  • 📝 Generate docstrings
🧪 Generate unit tests (beta)
  • Create PR with unit tests
  • Post copyable unit tests in a comment
  • Commit unit tests in branch claude/plan-phase-11-UVVnO

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Actionable comments posted: 6

🤖 Fix all issues with AI agents
In @.planning/phases/02-setup-automation/02-02-SUMMARY.md:
- Line 80: The summary line incorrectly states "Added 8 new functions" while
listing 10 function names; update the sentence to reflect the actual count
(change "8" to "10") or remove/adjust the listed names so the number matches;
specifically edit the summary text that mentions `setup.sh` and the function
list including `is_step_complete`, `mark_step_complete`, `show_progress`,
`create_dir`, `create_directory_structure`, `verify_directory_structure`,
`scaffold_file`, `scaffold_config_files`, `install_python_deps`, and
`print_summary` so the numeric claim matches the enumerated functions.

In @.planning/phases/11-self-assessment-persistence-topics/11-01-PLAN.md:
- Around line 120-130: The markdown table under "**categories (7):**" has
inconsistent column counts; ensure every row matches the header "| ID | Label |
Color |" by having the same number of '|' separators (one leading, one trailing
and one between each column) for all entries (e.g., "| core-greeks | Core Greeks
| `#58a6ff` |"); update any rows missing the trailing pipe or with extra/missing
pipes so all rows have three columns and four pipe characters total.

In @.planning/phases/11-self-assessment-persistence-topics/11-02-PLAN.md:
- Line 918: The fenced code block using triple backticks is missing a language
which triggers MD040/MD046; update that fenced block by adding an explicit
language hint (for example `bash`) after the opening ``` or convert the block to
an indented code block style so the linter accepts it; ensure the opening fence
is changed from ``` to ```bash (or replace with four-space indentation) and keep
the block content unchanged.

In @.planning/phases/11-self-assessment-persistence-topics/11-03-PLAN.md:
- Line 345: The fenced code block shown in the diff is missing a language tag
which triggers MD040/MD046; update that fenced block by adding a language
identifier (for example use ```bash) or convert the block to an indented code
block so the linter treats it as code; ensure the fence opening and closing
markers remain consistent and that any leading/trailing whitespace is preserved.

In @.planning/phases/11-self-assessment-persistence-topics/11-CONTEXT.md:
- Around line 16-20: The heading "Knowledge State Cycling" is a level-3 (###)
header causing a markdownlint MD001 level jump; update that header (and any
sibling headers in this block) to level-2 (##) or adjust the preceding heading
so headings increment by one, ensuring "Knowledge State Cycling" and related
peer section headings use consistent levels to satisfy MD001.

In `@setup.sh`:
- Around line 214-220: The version-extraction case may leave found_version empty
if parsing fails; add a sentinel fallback so found_version is set to "0.0" when
empty. After the case that sets found_version (the block handling cmd values
python3, uv, bun), add a check like: if found_version is empty (e.g., [ -z
"$found_version" ]), assign found_version="0.0"; this ensures predictable
behavior under set -e and avoids downstream failures.
🧹 Nitpick comments (3)
scripts/qa/pii-replacements.txt (1)

19-19: Tighten the account-number regex to avoid partial matches.

Z0\d{7,} can match within longer tokens, leaving trailing characters unredacted. Consider word boundaries to limit partial replacements.

♻️ Proposed refinement
-regex:Z0\d{7,}==>REDACTED_ACCOUNT
+regex:\bZ0\d{7,}\b==>REDACTED_ACCOUNT
setup.sh (2)

27-27: Unused variable BLUE.

The BLUE variable is declared but never used in the script. Consider removing it or using it for consistency if other output needs blue coloring.

🧹 Optional: Remove unused variable
-  BLUE='\033[0;34m'

And remove the corresponding empty assignment on line 34:

-  BLUE=''

400-404: Unused parameter description.

The description parameter is declared but never used in the function body. Either remove it or use it in the prompt/logging.

🧹 Option 1: Remove unused parameter
 scaffold_file() {
   local target="$1"
-  local description="$2"
   local basename_target

And update callers to pass only one argument.

🧹 Option 2: Use description in prompt
     if [ -t 0 ]; then
-      printf "  %s already exists. Overwrite? [y/N] " "$basename_target"
+      printf "  %s (%s) already exists. Overwrite? [y/N] " "$basename_target" "$description"

Comment on lines +120 to +130
**categories (7):**
| ID | Label | Color |
|----|-------|-------|
| core-greeks | Core Greeks | #58a6ff |
| option-fundamentals | Option Fundamentals | #3fb950 |
| time-effects | Time Effects | #d29922 |
| volatility-effects | Volatility Effects | #f85149 |
| strategy-impact | Strategy Impact | #bc8cff |
| second-order-greeks | Second-Order Greeks | #f778ba |
| volatility-surface | Volatility Surface | #ff9f43 |

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⚠️ Potential issue | 🟡 Minor

Normalize table column counts (MD056).

The category tables around this section have inconsistent column counts. Ensure each row has the same number of | separators as the header so markdownlint doesn’t drop extra cells.

🤖 Prompt for AI Agents
In @.planning/phases/11-self-assessment-persistence-topics/11-01-PLAN.md around
lines 120 - 130, The markdown table under "**categories (7):**" has inconsistent
column counts; ensure every row matches the header "| ID | Label | Color |" by
having the same number of '|' separators (one leading, one trailing and one
between each column) for all entries (e.g., "| core-greeks | Core Greeks |
`#58a6ff` |"); update any rows missing the trailing pipe or with extra/missing
pipes so all rows have three columns and four pipe characters total.

for pattern in "KNOWLEDGE_STATES" "localStorage" "LEARNING_MODES" "clipboard" "fallbackCopy" "migrateKnowledgeState" "debouncedSave" "exportStateAsJSON" "updateProgress" "restoreState" "mode-selector" "touch-action" "progress-fill" "max-width: 768px"; do
grep -rq "$pattern" src/explorer/template/ && echo " $pattern: YES" || echo " $pattern: NO"
done
```
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⚠️ Potential issue | 🟡 Minor

Fix verification code block formatting (MD040/MD046).

Line 918 uses a fenced block without a language and the linter expects indented style. Add a language (e.g., bash) and/or convert to indented code block to match the configured style.

🧰 Tools
🪛 markdownlint-cli2 (0.20.0)

[warning] 918-918: Fenced code blocks should have a language specified

(MD040, fenced-code-language)


[warning] 918-918: Code block style
Expected: indented; Actual: fenced

(MD046, code-block-style)

🤖 Prompt for AI Agents
In @.planning/phases/11-self-assessment-persistence-topics/11-02-PLAN.md at line
918, The fenced code block using triple backticks is missing a language which
triggers MD040/MD046; update that fenced block by adding an explicit language
hint (for example `bash`) after the opening ``` or convert the block to an
indented code block style so the linter accepts it; ensure the opening fence is
changed from ``` to ```bash (or replace with four-space indentation) and keep
the block content unchanged.

console.log(' ${explorer}: ' + d.nodes.length + ' nodes, ' + d.edges.length + ' edges, slug=' + d.metadata.slug);
"
done
```
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⚠️ Potential issue | 🟡 Minor

Fix verification code block formatting (MD040/MD046).

The fenced block at Line 345 lacks a language tag and the linter expects indented code blocks. Add a language (e.g., bash) and/or switch to indented formatting.

🧰 Tools
🪛 markdownlint-cli2 (0.20.0)

[warning] 345-345: Fenced code blocks should have a language specified

(MD040, fenced-code-language)


[warning] 345-345: Code block style
Expected: indented; Actual: fenced

(MD046, code-block-style)

🤖 Prompt for AI Agents
In @.planning/phases/11-self-assessment-persistence-topics/11-03-PLAN.md at line
345, The fenced code block shown in the diff is missing a language tag which
triggers MD040/MD046; update that fenced block by adding a language identifier
(for example use ```bash) or convert the block to an indented code block so the
linter treats it as code; ensure the fence opening and closing markers remain
consistent and that any leading/trailing whitespace is preserved.

AojdevStudio added a commit that referenced this pull request Feb 4, 2026
- Fix function count mismatch in 02-02-SUMMARY.md (8 -> 10)
- Fix MD001 heading level jumps in 11-CONTEXT.md (### -> ##)
- Add version extraction fallback sentinel "0.0" in setup.sh

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
claude and others added 3 commits February 4, 2026 11:36
Phase 11: Self-Assessment, Persistence & Additional Topics
- 3 plans in 2 waves
- Wave 1: Plan 01 (schema + topic JSONs) + Plan 02 (template enhancements) - parallel
- Wave 2: Plan 03 (build + human verification) - depends on both
- Ready for execution

https://claude.ai/code/session_01L2gGupsfqX9ooSgHVn2FY9
Expand options-greeks from 20 to 30 nodes (second-order Greeks, volatility surface)
Expand risk-management from 20 to 27 nodes (advanced risk analytics, margin risk)
Update Plan 11-03 verification scripts and human checklist for new counts

https://claude.ai/code/session_01L2gGupsfqX9ooSgHVn2FY9
- Fix function count mismatch in 02-02-SUMMARY.md (8 -> 10)
- Fix MD001 heading level jumps in 11-CONTEXT.md (### -> ##)
- Add version extraction fallback sentinel "0.0" in setup.sh

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
@AojdevStudio AojdevStudio force-pushed the claude/plan-phase-11-UVVnO branch from 9ac8e24 to 0bf292e Compare February 4, 2026 17:37
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Code review

No issues found. Checked for bugs and CLAUDE.md compliance.

- Tighten account-number regex with word boundaries to prevent partial matches
- Remove unused BLUE color variable from setup.sh
- Wire scaffold_file description parameter into overwrite prompt

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
@AojdevStudio AojdevStudio merged commit e3f008e into main Feb 5, 2026
2 of 3 checks passed
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