[michaldengusiak]

Summary

Rolls the SAM#191 / SAM_OCCT#74 shared agent-instruction baseline into this repository, keeping its own rules, and adds merge-condition, guarded branch-cleanup and handoff rules.

Documentation only: AGENTS.md, CLAUDE.md, plus the rollout record documentation/Agent-Continuity-Rollout-Q4.md. No product code, build, workflow, dependency pin or tool change. PROJECT_PROGRESS.md is not touched (its closeout follows merge).

Changes

• AGENTS.md: moves from the 2026-10-06 bootstrap template to the SAM#191 / SAM_OCCT#74 baseline (task-specific progress reads, SAM-BIM-only operations, quarter transition, evidence rules) plus merge conditions, guarded post-merge branch cleanup and the model/effort handoff rule. The repository's own branch-context line is kept.
• CLAUDE.md (new): @AGENTS.md import, same convention as the pilots.

Shared rules added or confirmed in AGENTS.md: Git and committed records are authoritative; SAM-BIM-only
operations with validated URLs; heading-first, task-specific progress reads; feature branch + owner-reviewed PR
for everything except the post-merge [skip ci] progress closeout; tested-SHA, local-versus-hosted,
dependency-order and remaining-gap evidence; merge only after owner approval, final-head checks and resolved
findings; guarded post-merge cleanup of the task's branches (expected-SHA check, full-merge check, no open PR,
lease-guarded delete, no worktree deletion); frozen quarters; internal agent files stay off master promotions;
model/effort/session/mode on every recommendation.

Preserved repository-specific rules

• No repository-specific rule existed beyond the shared template; the repository's own master base SHA in Branch context is kept.

Validation

• Base: sow/2026-Q4 at eb8a68a2e443841be0272bd390f676c322c95b7e.
• Tested content SHA: 861788078bc3e52b55404bcdebe53301db8ed863 (AGENTS.md, CLAUDE.md).
• Final head: 2f8218843e7212ef42cb5db15dd6969541b9fc0c (adds only the rollout record).
• Local, documentation checks only: git diff --check exit 0 at tested and final; PROJECT_PROGRESS.md unchanged; only the listed files changed; no CR/BOM; @AGENTS.md import present. Commands and results are in the record. No product build or test was run (none applies).
• Hosted checks at the final head: build: success (run); spdx: success (run) (read from GitHub on 2026-10-12 14:04 UTC for head 2f8218843e7212ef42cb5db15dd6969541b9fc0c).

Remaining decisions

• Merge needs owner approval, passing final-head checks and resolved/accepted review findings. Code-owner review is required only for merges to master (owner decision recorded in the pilot closeouts).
• After merge: a docs-only [skip ci] closeout in PROJECT_PROGRESS.md on sow/2026-Q4 with the merge SHA, then guarded cleanup of docs/agent-instructions-rollout-q4 per AGENTS.md. Stale bootstrap wording already in PROJECT_PROGRESS.md is not edited by this PR; labelling it is a closeout matter that needs explicit owner authorization.
• Machine-local: the 29-repository rollout inventory, worktrees and cross-repository status table are in the
  local parent PROJECT_PROGRESS.md checkpoint (not Git-tracked). The committed cross-repository table is in
  SAM-BIM/SAM's documentation/Agent-Continuity-Rollout-Q4.md once that PR lists all rollout PRs.

Baseline: SAM-BIM/SAM#191 and SAM-BIM/SAM_OCCT#74 (both merged). Not merged by this task; awaiting owner review.

Generated by Michal Dengusiak and CodeClaude

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