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v3.5.0

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@ym259 ym259 released this 27 Apr 04:17
· 24 commits to main since this release
fcfa9c4

v3.5.0 — Template scope rename (globaluser)

Renames the firm-wide template scope from global to user because the storage
(~/.claude-bengo/templates/) is per-machine, per-lawyer — not actually firm-wide.
The global name is reserved for the upcoming firm scope, a Shared Drive-backed
store that will sit between case and user (case → firm → user) in a follow-up release.

No action required to upgrade. Storage paths, file layout, PII gate, and audit log
behavior are all unchanged. Existing ~/.claude-bengo/templates/ contents continue to
resolve as user scope automatically.

What changed

  • New canonical scope name: user (was global).
  • Resolver order: case → user. Will become case → firm → user once firm scope ships.
  • All command docs, SKILL.md files, and CLAUDE.md updated to use the new vocabulary.

Backward compatibility (one release; removed in 3.6.0)

For automation and scripts that hardcode the old name:

  • --scope global and scope="global" still accepted with a stderr deprecation warning.
  • workspace.global_templates_dir(), ensure_global_templates_dir(), global_templates_list()
    retained as thin aliases.
  • workspace.py templates JSON also emits global_templates_dir, "global" bucket,
    and shadowed_global field on case entries.
  • workspace.py resolve-template JSON adds scope_legacy ("global" when scope is "user").
  • Env var CLAUDE_BENGO_ALLOW_PII_ON_GLOBAL keeps its name (CI compatibility).

These all go away in 3.6.0. Update consumers now if you have any.

What's coming next

  • Firm scope (Phase 1): admin sets firm_templates_path to a local Drive-for-desktop /
    Dropbox / SMB folder; templates promoted there propagate to all lawyers via OS sync.
    Read-only at fill time, with case-local PII rescan cache and canonical xlsx hashing.
    Designed in collaboration with two PE reviews (Anthropic + OpenAI Codex) over four
    iteration rounds.

Test coverage

  • workspace 28/28, template_lib 20/20, audit 18/18, verify 52/52, e2e 37/37 — all green.

Full changelog: https://github.com/llamadrive/claude-bengo/blob/main/CHANGELOG.md