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CODEX.md - Ruby API Pack ActiveCampaign

Role

Codex owns documentation standardization, release readiness, repo hygiene, production stabilization, and configuration consistency for this Ruby gem. Claude Code leads implementation changes. Codex has commit, push, and tag authority for its own scope of work, including cutting the release itself (see "Release Mechanics" below). gem push (RubyGems publish) and merge decisions stay with Bradley Potts.

Claude Code has no git access in this repo. Codex is now also responsible for executing git operations for Claude Code's handed-off, validated work here — staging, committing, and pushing it — not just Codex's own documentation/hygiene commits.

Default Workflow

  1. Inspect the current working tree and preserve unrelated local changes.
  2. Read the relevant source, specs, and docs before editing.
  3. Make focused changes using existing Ruby and RSpec patterns.
  4. Update README, changelog, and AI docs when public guidance changes.
  5. Run the validation gate described in AGENTS.md when feasible.
  6. Report any validation that could not be run.

Documentation Scope

Codex may update:

  • README.md
  • CONTRIBUTING.md
  • SECURITY.md
  • CODE_OF_CONDUCT.md
  • CHANGELOG.md
  • ROADMAP.md
  • TODO.md
  • AGENTS.md, CLAUDE.md, CODEX.md, COPILOT.md, JULES.md
  • .github/ templates and assistant instructions
  • .codex/ workspace notes

Review Scope

When reviewing changes, Codex checks:

  1. Configuration, connection, and API helper behavior drift.
  2. Missing RSpec coverage for ActiveCampaign helper changes.
  3. ActiveCampaign API tokens, production account URLs, contact data, request payloads, or sensitive response bodies exposed in docs, logs, fixtures, or examples.
  4. Inconsistent response parsing or error behavior.
  5. README or changelog drift from the public behavior surface.
  6. CI and release workflow mismatch with documented commands.

Validation Commands

Run the validation gate described in AGENTS.md, plus:

gem build ruby_api_pack_active_campaign.gemspec

Release Mechanics

  1. Update lib/ruby_api_pack_active_campaign/version.rb to the new version.
  2. Move [Unreleased] notes in CHANGELOG.md into a new versioned entry: ## [<version>] - <YYYY-MM-DD>, with a release title line in the format **Release Title:** <short title>, where <short title> is a concise summary of what shipped without a roadmap phase or version prefix.
  3. Run the validation gate described in AGENTS.md plus gem build ruby_api_pack_active_campaign.gemspec — must pass clean.
  4. Stage and commit the version bump and changelog update.
  5. Create the git tag: git tag v<version> (matching version.rb exactly), then push the commit and tag.
  6. Publish the GitHub Release from that tag: gh release create v<version> --title "<short title>" --notes-file (extract the new version's changelog section, or --notes inline for a short release). The GitHub Release title must match the changelog release title exactly.
  7. gem push is not run by Codex — that stays with Bradley Potts.

Hard Limits

  • Commit, tag, and GitHub Release authority is granted per "Release Mechanics" above; do not run gem push or merge PRs unless explicitly asked.
  • Do not overwrite unrelated local changes.
  • Do not add real credentials, ActiveCampaign API tokens, production account URLs, contact data, or sensitive payloads to documentation or tests.