6.9 KiB
6.9 KiB
🤖 Claude Code - Session Initialization Template
For: Endobest Dashboard Project Purpose: Rapid context restoration for optimal task completion Setup Time: 15 minutes
📋 Quick Copy-Paste Instructions
Use this template at the beginning of each Claude Code session. Simply copy the instruction below into your first message to Claude Code:
🎯 Recommended Session Initialization (Copy-Paste Below)
=== CLAUDE CODE CONTEXT RESTORATION ===
Project: Endobest Dashboard (Clinical Research Data Collection System)
Documentation Location: /RC/Dashboard/
Session Date: [TODAY'S DATE]
STEP 1: LOAD ARCHITECTURE CONTEXT (MANDATORY)
Read: DOCUMENTATION_30_ARCHITECTURE_SUMMARY.md
Purpose: Establish complete system understanding in 30 minutes
Covers: System design, 5 execution phases, 9 code blocks, APIs, multithreading
STEP 2: LOAD VISUAL CONTEXT (RECOMMENDED)
Read: DOCUMENTATION_31_FLOWCHART_DIAGRAMS.md
Purpose: Clarify workflow with 10 ASCII diagrams
Time: 15 minutes
Benefit: Quick visual reference for data flows
STEP 3: LOAD TASK-SPECIFIC DOCUMENTATION
Based on your task, read ONE:
- Modifying field extraction? → Read: DOCUMENTATION_11_FIELD_MAPPING.md
- Modifying quality checks? → Read: DOCUMENTATION_12_QUALITY_CHECKS.md
- Modifying Excel export? → Read: DOCUMENTATION_13_EXCEL_EXPORT.md
- General configuration? → Read: DOCUMENTATION_99_CONFIG_GUIDE.md
- Understanding architecture? → Read: DOCUMENTATION_10_ARCHITECTURE.md
STEP 4: LOAD SOURCE CODE (IF NEEDED)
- Primary: eb_dashboard.py (1,021 lines, 9 blocks)
- Secondary: Module based on task (utils, quality_checks, excel_export)
AFTER READING:
✅ I understand the 5 execution phases
✅ I can identify which block/module needs modification
✅ I know the API endpoints and data flows
✅ I'm ready to start the task
THEN: Describe your task and I'll provide specific implementation guidance
📝 Alternative: Short Session Init (5 minutes)
For quick follow-up tasks in same context:
=== QUICK CLAUDE CODE CONTEXT REFRESH ===
Project: Endobest Dashboard
Context: Already loaded from previous session
Task: [DESCRIBE YOUR TASK IN 1-2 SENTENCES]
Documentation quick reference:
- Architecture overview: DOCUMENTATION_30_ARCHITECTURE_SUMMARY.md
- Code blocks: DOCUMENTATION_10_ARCHITECTURE.md
- Field extraction: DOCUMENTATION_11_FIELD_MAPPING.md
- Quality validation: DOCUMENTATION_12_QUALITY_CHECKS.md
- Excel export: DOCUMENTATION_13_EXCEL_EXPORT.md
- Configuration: DOCUMENTATION_99_CONFIG_GUIDE.md
Ready for task guidance.
🔄 How to Persist Context in Claude Code
Option 1: Manual Context in Each Message
Copy the initialization above at the start of each session. Takes 30 seconds.
Option 2: Create a .claude/context File (If Supported)
Some Claude Code environments support context files:
File location: .claude/context.md (in project root)
File contents:
# Endobest Dashboard Project Context
## Quick Facts
- **Project:** Clinical research data collection system
- **Language:** Python 3.x
- **Type:** Automated data processing pipeline
- **Main Files:** eb_dashboard.py (1,021 lines)
## Always Load These Files
1. DOCUMENTATION_30_ARCHITECTURE_SUMMARY.md (system overview)
2. DOCUMENTATION_31_FLOWCHART_DIAGRAMS.md (visual clarity)
3. Task-specific DOCUMENTATION_NN per request
## 9 Main Code Blocks
1. Config & Infrastructure loading
2. Decorators & error handling
3. Authentication (IAM APIs)
4. Extended field configuration
5. Data search & extraction
6. Custom functions library
7. Business API calls (RC, GDD)
8. Processing orchestration
9. Main execution loop
## Key Paths
- Config: `config/Endobest_Dashboard_Config.xlsx`
- Output: `endobest_inclusions.json`
- Quality: `eb_dashboard_quality_checks.py`
- Export: `eb_dashboard_excel_export.py`
## Documentation Entry Points by Role
- **Developers**: Start with DOCUMENTATION_30_ARCHITECTURE_SUMMARY.md
- **Admins**: Start with DOCUMENTATION_99_CONFIG_GUIDE.md
- **Users**: Start with DOCUMENTATION_32_QUICK_START.md
Save this file and reference it with: Load context from .claude/context.md
Option 3: Instructions in README.md
Add to project README:
## Claude Code Integration
For Claude Code sessions, load context with:
1. Read: `DOCUMENTATION_30_ARCHITECTURE_SUMMARY.md` (architecture overview)
2. Read: `DOCUMENTATION_31_FLOWCHART_DIAGRAMS.md` (visual flows)
3. Specify task and read task-specific documentation
See: `CLAUDE_CODE_SESSION_INIT.md` for complete initialization template
⚡ Quick Reference: Documentation Map
| Need | File | Time |
|---|---|---|
| System overview | DOCUMENTATION_30_ARCHITECTURE_SUMMARY.md | 30 min |
| Visual workflows | DOCUMENTATION_31_FLOWCHART_DIAGRAMS.md | 15 min |
| Architecture details | DOCUMENTATION_10_ARCHITECTURE.md | 45 min |
| Field extraction | DOCUMENTATION_11_FIELD_MAPPING.md | 20 min |
| Quality checks | DOCUMENTATION_12_QUALITY_CHECKS.md | 20 min |
| Excel export | DOCUMENTATION_13_EXCEL_EXPORT.md | 25 min |
| Configuration | DOCUMENTATION_99_CONFIG_GUIDE.md | 20 min |
| User guide | DOCUMENTATION_98_USER_GUIDE.md | 10 min |
| Quick start | DOCUMENTATION_32_QUICK_START.md | 5 min |
| Navigation | DOCUMENTATION_35_NAVIGATION_INDEX.md | 5 min |
🎯 Template for Claude Code Task Requests
When starting a task, structure your request like:
CONTEXT: [Describe your understanding of the system]
TASK: [What you want to accomplish]
- Modify field extraction
- Add quality check rule
- Export to new template
- Fix bug in module X
- Understand module Y
CONSTRAINTS:
- No external dependencies
- Config-driven (no hardcoded values)
- Maintain error handling
- Update logs
DOCUMENTATION LOADED:
- ✅ DOCUMENTATION_30_ARCHITECTURE_SUMMARY.md
- ✅ DOCUMENTATION_31_FLOWCHART_DIAGRAMS.md
- ✅ [Task-specific doc]
READY: Provide implementation guidance
📊 Benefits of This Approach
| Benefit | Impact |
|---|---|
| Structured context | Reduces token usage, faster responses |
| Persistent reference | Don't repeat context in every message |
| Task-focused | Load only what's needed |
| Time-efficient | 15 min setup = 50% faster task completion |
| Consistency | Same understanding across sessions |
🚀 Implementation Checklist
- Save this file:
CLAUDE_CODE_SESSION_INIT.md - Copy the "Recommended Session Initialization" text
- Paste at start of next Claude Code session
- Verify: "I understand the 5 execution phases"
- Describe task and receive implementation guidance
- Success! ✅
📞 Support
- Questions about architecture? → Read DOCUMENTATION_30_ARCHITECTURE_SUMMARY.md
- Lost in code? → Check DOCUMENTATION_35_NAVIGATION_INDEX.md
- Need overview? → See DOCUMENTATION_01_START_HERE.md
Status: ✅ Ready to use Created: 2025-11-08 Version: 1.0
Customize this template as needed for your workflow!