docs: Update documentation for new AI/config architecture and finalize cleanup
This commit updates all relevant documentation (READMEs, docs/*, .cursor/rules) to accurately reflect the finalized unified AI service architecture and the new configuration system (.taskmasterconfig + .env/mcp.json). It also includes the final code cleanup steps related to the refactoring.
Key Changes:
1. **Documentation Updates:**
* Revised `README.md`, `README-task-master.md`, `assets/scripts_README.md`, `docs/configuration.md`, and `docs/tutorial.md` to explain the new configuration split (.taskmasterconfig vs .env/mcp.json).
* Updated MCP configuration examples in READMEs and tutorials to only include API keys in the `env` block.
* Added/updated examples for using the `--research` flag in `docs/command-reference.md`, `docs/examples.md`, and `docs/tutorial.md`.
* Updated `.cursor/rules/ai_services.mdc`, `.cursor/rules/architecture.mdc`, `.cursor/rules/dev_workflow.mdc`, `.cursor/rules/mcp.mdc`, `.cursor/rules/taskmaster.mdc`, `.cursor/rules/utilities.mdc`, and `.cursor/rules/new_features.mdc` to align with the new architecture, removing references to old patterns/files.
* Removed internal rule links from user-facing rules (`taskmaster.mdc`, `dev_workflow.mdc`, `self_improve.mdc`).
* Deleted outdated example file `docs/ai-client-utils-example.md`.
2. **Final Code Refactor & Cleanup:**
* Corrected `update-task-by-id.js` by removing the last import from the old `ai-services.js`.
* Refactored `update-subtask-by-id.js` to correctly use the unified service and logger patterns.
* Removed the obsolete export block from `mcp-server/src/core/task-master-core.js`.
* Corrected logger implementation in `update-tasks.js` for CLI context.
* Updated API key mapping in `config-manager.js` and `ai-services-unified.js`.
3. **Configuration Files:**
* Updated API keys in `.cursor/mcp.json`, replacing `GROK_API_KEY` with `XAI_API_KEY`.
* Updated `.env.example` with current API key names.
* Added `azureOpenaiBaseUrl` to `.taskmasterconfig` example.
4. **Task Management:**
* Marked documentation subtask 61.10 as 'done'.
* Includes various other task content/status updates from the diff summary.
5. **Changeset:**
* Added `.changeset/cuddly-zebras-matter.md` for user-facing `expand`/`expand-all` improvements.
This commit concludes the major architectural refactoring (Task 61) and ensures the documentation accurately reflects the current system.
This commit is contained in:
Eyal Toledano
@@ -3,7 +3,6 @@ description: Guide for using Task Master to manage task-driven development workf
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globs: **/*
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alwaysApply: true
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---
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# Task Master Development Workflow
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This guide outlines the typical process for using Task Master to manage software development projects.
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@@ -29,21 +28,21 @@ Task Master offers two primary ways to interact:
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## Standard Development Workflow Process
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- Start new projects by running `init` tool / `task-master init` or `parse_prd` / `task-master parse-prd --input='<prd-file.txt>'` (see [`taskmaster.mdc`](mdc:.cursor/rules/taskmaster.mdc)) to generate initial tasks.json
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- Start new projects by running `initialize_project` tool / `task-master init` or `parse_prd` / `task-master parse-prd --input='<prd-file.txt>'` (see [`taskmaster.mdc`](mdc:.cursor/rules/taskmaster.mdc)) to generate initial tasks.json
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- Begin coding sessions with `get_tasks` / `task-master list` (see [`taskmaster.mdc`](mdc:.cursor/rules/taskmaster.mdc)) to see current tasks, status, and IDs
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- Determine the next task to work on using `next_task` / `task-master next` (see [`taskmaster.mdc`](mdc:.cursor/rules/taskmaster.mdc)).
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- Analyze task complexity with `analyze_complexity` / `task-master analyze-complexity --research` (see [`taskmaster.mdc`](mdc:.cursor/rules/taskmaster.mdc)) before breaking down tasks
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- Analyze task complexity with `analyze_project_complexity` / `task-master analyze-complexity --research` (see [`taskmaster.mdc`](mdc:.cursor/rules/taskmaster.mdc)) before breaking down tasks
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- Review complexity report using `complexity_report` / `task-master complexity-report` (see [`taskmaster.mdc`](mdc:.cursor/rules/taskmaster.mdc)).
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- Select tasks based on dependencies (all marked 'done'), priority level, and ID order
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- Clarify tasks by checking task files in tasks/ directory or asking for user input
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- View specific task details using `get_task` / `task-master show <id>` (see [`taskmaster.mdc`](mdc:.cursor/rules/taskmaster.mdc)) to understand implementation requirements
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- Break down complex tasks using `expand_task` / `task-master expand --id=<id>` (see [`taskmaster.mdc`](mdc:.cursor/rules/taskmaster.mdc)) with appropriate flags
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- Break down complex tasks using `expand_task` / `task-master expand --id=<id> --force --research` (see [`taskmaster.mdc`](mdc:.cursor/rules/taskmaster.mdc)) with appropriate flags like `--force` (to replace existing subtasks) and `--research`.
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- Clear existing subtasks if needed using `clear_subtasks` / `task-master clear-subtasks --id=<id>` (see [`taskmaster.mdc`](mdc:.cursor/rules/taskmaster.mdc)) before regenerating
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- Implement code following task details, dependencies, and project standards
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- Verify tasks according to test strategies before marking as complete (See [`tests.mdc`](mdc:.cursor/rules/tests.mdc))
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- Mark completed tasks with `set_task_status` / `task-master set-status --id=<id> --status=done` (see [`taskmaster.mdc`](mdc:.cursor/rules/taskmaster.mdc))
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- Update dependent tasks when implementation differs from original plan using `update` / `task-master update --from=<id> --prompt="..."` or `update_task` / `task-master update-task --id=<id> --prompt="..."` (see [`taskmaster.mdc`](mdc:.cursor/rules/taskmaster.mdc))
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- Add new tasks discovered during implementation using `add_task` / `task-master add-task --prompt="..."` (see [`taskmaster.mdc`](mdc:.cursor/rules/taskmaster.mdc)).
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- Add new tasks discovered during implementation using `add_task` / `task-master add-task --prompt="..." --research` (see [`taskmaster.mdc`](mdc:.cursor/rules/taskmaster.mdc)).
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- Add new subtasks as needed using `add_subtask` / `task-master add-subtask --parent=<id> --title="..."` (see [`taskmaster.mdc`](mdc:.cursor/rules/taskmaster.mdc)).
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- Append notes or details to subtasks using `update_subtask` / `task-master update-subtask --id=<subtaskId> --prompt='Add implementation notes here...\nMore details...'` (see [`taskmaster.mdc`](mdc:.cursor/rules/taskmaster.mdc)).
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- Generate task files with `generate` / `task-master generate` (see [`taskmaster.mdc`](mdc:.cursor/rules/taskmaster.mdc)) after updating tasks.json
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@@ -53,29 +52,30 @@ Task Master offers two primary ways to interact:
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## Task Complexity Analysis
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- Run `analyze_complexity` / `task-master analyze-complexity --research` (see [`taskmaster.mdc`](mdc:.cursor/rules/taskmaster.mdc)) for comprehensive analysis
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- Run `analyze_project_complexity` / `task-master analyze-complexity --research` (see [`taskmaster.mdc`](mdc:.cursor/rules/taskmaster.mdc)) for comprehensive analysis
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- Review complexity report via `complexity_report` / `task-master complexity-report` (see [`taskmaster.mdc`](mdc:.cursor/rules/taskmaster.mdc)) for a formatted, readable version.
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- Focus on tasks with highest complexity scores (8-10) for detailed breakdown
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- Use analysis results to determine appropriate subtask allocation
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- Note that reports are automatically used by the `expand` tool/command
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- Note that reports are automatically used by the `expand_task` tool/command
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## Task Breakdown Process
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- For tasks with complexity analysis, use `expand_task` / `task-master expand --id=<id>` (see [`taskmaster.mdc`](mdc:.cursor/rules/taskmaster.mdc))
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- Otherwise use `expand_task` / `task-master expand --id=<id> --num=<number>`
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- Add `--research` flag to leverage Perplexity AI for research-backed expansion
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- Use `--prompt="<context>"` to provide additional context when needed
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- Review and adjust generated subtasks as necessary
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- Use `--all` flag with `expand` or `expand_all` to expand multiple pending tasks at once
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- If subtasks need regeneration, clear them first with `clear_subtasks` / `task-master clear-subtasks` (see [`taskmaster.mdc`](mdc:.cursor/rules/taskmaster.mdc)).
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- Use `expand_task` / `task-master expand --id=<id>`. It automatically uses the complexity report if found, otherwise generates default number of subtasks.
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- Use `--num=<number>` to specify an explicit number of subtasks, overriding defaults or complexity report recommendations.
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- Add `--research` flag to leverage Perplexity AI for research-backed expansion.
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- Add `--force` flag to clear existing subtasks before generating new ones (default is to append).
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- Use `--prompt="<context>"` to provide additional context when needed.
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- Review and adjust generated subtasks as necessary.
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- Use `expand_all` tool or `task-master expand --all` to expand multiple pending tasks at once, respecting flags like `--force` and `--research`.
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- If subtasks need complete replacement (regardless of the `--force` flag on `expand`), clear them first with `clear_subtasks` / `task-master clear-subtasks --id=<id>`.
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## Implementation Drift Handling
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- When implementation differs significantly from planned approach
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- When future tasks need modification due to current implementation choices
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- When new dependencies or requirements emerge
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- Use `update` / `task-master update --from=<futureTaskId> --prompt='<explanation>\nUpdate context...'` (see [`taskmaster.mdc`](mdc:.cursor/rules/taskmaster.mdc)) to update multiple future tasks.
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- Use `update_task` / `task-master update-task --id=<taskId> --prompt='<explanation>\nUpdate context...'` (see [`taskmaster.mdc`](mdc:.cursor/rules/taskmaster.mdc)) to update a single specific task.
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- Use `update` / `task-master update --from=<futureTaskId> --prompt='<explanation>\nUpdate context...' --research` to update multiple future tasks.
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- Use `update_task` / `task-master update-task --id=<taskId> --prompt='<explanation>\nUpdate context...' --research` to update a single specific task.
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## Task Status Management
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@@ -97,9 +97,9 @@ Task Master offers two primary ways to interact:
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- **details**: In-depth implementation instructions (Example: `"Use GitHub client ID/secret, handle callback, set session token."`)
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- **testStrategy**: Verification approach (Example: `"Deploy and call endpoint to confirm 'Hello World' response."`)
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- **subtasks**: List of smaller, more specific tasks (Example: `[{"id": 1, "title": "Configure OAuth", ...}]`)
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- Refer to [`tasks.mdc`](mdc:.cursor/rules/tasks.mdc) for more details on the task data structure.
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- Refer to task structure details (previously linked to `tasks.mdc`).
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## Configuration Management
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## Configuration Management (Updated)
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Taskmaster configuration is managed through two main mechanisms:
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@@ -114,15 +114,15 @@ Taskmaster configuration is managed through two main mechanisms:
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* Used **only** for sensitive API keys and specific endpoint URLs.
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* Place API keys (one per provider) in a `.env` file in the project root for CLI usage.
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* For MCP/Cursor integration, configure these keys in the `env` section of `.cursor/mcp.json`.
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* Available keys/variables: See `assets/env.example` or the `Configuration` section in [`taskmaster.mdc`](mdc:.cursor/rules/taskmaster.mdc).
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* Available keys/variables: See `assets/env.example` or the Configuration section in the command reference (previously linked to `taskmaster.mdc`).
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**Important:** Non-API key settings (like model selections, `MAX_TOKENS`, `LOG_LEVEL`) are **no longer configured via environment variables**. Use the `task-master models` command (or `--setup` for interactive configuration) or the `models` MCP tool.
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**If AI commands FAIL in MCP** verify that the API key for the selected provider is present in the mcp.json
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**If AI commands FAIL in CLI** verify that the API key for the selected provider is present in the .env in the root of the project.
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**If AI commands FAIL in MCP** verify that the API key for the selected provider is present in the `env` section of `.cursor/mcp.json`.
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**If AI commands FAIL in CLI** verify that the API key for the selected provider is present in the `.env` file in the root of the project.
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## Determining the Next Task
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- Run `next_task` / `task-master next` (see [`taskmaster.mdc`](mdc:.cursor/rules/taskmaster.mdc)) to show the next task to work on
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- Run `next_task` / `task-master next` to show the next task to work on.
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- The command identifies tasks with all dependencies satisfied
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- Tasks are prioritized by priority level, dependency count, and ID
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- The command shows comprehensive task information including:
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@@ -137,7 +137,7 @@ Taskmaster configuration is managed through two main mechanisms:
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## Viewing Specific Task Details
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- Run `get_task` / `task-master show <id>` (see [`taskmaster.mdc`](mdc:.cursor/rules/taskmaster.mdc)) to view a specific task
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- Run `get_task` / `task-master show <id>` to view a specific task.
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- Use dot notation for subtasks: `task-master show 1.2` (shows subtask 2 of task 1)
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- Displays comprehensive information similar to the next command, but for a specific task
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- For parent tasks, shows all subtasks and their current status
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@@ -147,8 +147,8 @@ Taskmaster configuration is managed through two main mechanisms:
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## Managing Task Dependencies
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- Use `add_dependency` / `task-master add-dependency --id=<id> --depends-on=<id>` (see [`taskmaster.mdc`](mdc:.cursor/rules/taskmaster.mdc)) to add a dependency
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- Use `remove_dependency` / `task-master remove-dependency --id=<id> --depends-on=<id>` (see [`taskmaster.mdc`](mdc:.cursor/rules/taskmaster.mdc)) to remove a dependency
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- Use `add_dependency` / `task-master add-dependency --id=<id> --depends-on=<id>` to add a dependency.
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- Use `remove_dependency` / `task-master remove-dependency --id=<id> --depends-on=<id>` to remove a dependency.
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- The system prevents circular dependencies and duplicate dependency entries
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- Dependencies are checked for existence before being added or removed
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- Task files are automatically regenerated after dependency changes
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@@ -168,14 +168,14 @@ Once a task has been broken down into subtasks using `expand_task` or similar me
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* Gather *all* relevant details from this exploration phase.
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3. **Log the Plan:**
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* Run `update_subtask` / `task-master update-subtask --id=<subtaskId> --prompt='<detailed plan>'` (see [`taskmaster.mdc`](mdc:.cursor/rules/taskmaster.mdc)).
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* Run `update_subtask` / `task-master update-subtask --id=<subtaskId> --prompt='<detailed plan>'`.
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* Provide the *complete and detailed* findings from the exploration phase in the prompt. Include file paths, line numbers, proposed diffs, reasoning, and any potential challenges identified. Do not omit details. The goal is to create a rich, timestamped log within the subtask's `details`.
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4. **Verify the Plan:**
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* Run `get_task` / `task-master show <subtaskId>` again to confirm that the detailed implementation plan has been successfully appended to the subtask's details.
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5. **Begin Implementation:**
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* Set the subtask status using `set_task_status` / `task-master set-status --id=<subtaskId> --status=in-progress` (see [`taskmaster.mdc`](mdc:.cursor/rules/taskmaster.mdc)).
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* Set the subtask status using `set_task_status` / `task-master set-status --id=<subtaskId> --status=in-progress`.
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* Start coding based on the logged plan.
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6. **Refine and Log Progress (Iteration 2+):**
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@@ -193,7 +193,7 @@ Once a task has been broken down into subtasks using `expand_task` or similar me
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7. **Review & Update Rules (Post-Implementation):**
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* Once the implementation for the subtask is functionally complete, review all code changes and the relevant chat history.
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* Identify any new or modified code patterns, conventions, or best practices established during the implementation.
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* Create new or update existing Cursor rules in the `.cursor/rules/` directory to capture these patterns, following the guidelines in [`cursor_rules.mdc`](mdc:.cursor/rules/cursor_rules.mdc) and [`self_improve.mdc`](mdc:.cursor/rules/self_improve.mdc).
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* Create new or update existing rules following internal guidelines (previously linked to `cursor_rules.mdc` and `self_improve.mdc`).
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8. **Mark Task Complete:**
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* After verifying the implementation and updating any necessary rules, mark the subtask as completed: `set_task_status` / `task-master set-status --id=<subtaskId> --status=done`.
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@@ -202,10 +202,10 @@ Once a task has been broken down into subtasks using `expand_task` or similar me
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* Stage the relevant code changes and any updated/new rule files (`git add .`).
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* Craft a comprehensive Git commit message summarizing the work done for the subtask, including both code implementation and any rule adjustments.
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* Execute the commit command directly in the terminal (e.g., `git commit -m 'feat(module): Implement feature X for subtask <subtaskId>\n\n- Details about changes...\n- Updated rule Y for pattern Z'`).
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* Consider if a Changeset is needed according to [`changeset.mdc`](mdc:.cursor/rules/changeset.mdc). If so, run `npm run changeset`, stage the generated file, and amend the commit or create a new one.
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* Consider if a Changeset is needed according to internal versioning guidelines (previously linked to `changeset.mdc`). If so, run `npm run changeset`, stage the generated file, and amend the commit or create a new one.
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10. **Proceed to Next Subtask:**
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* Identify the next subtask in the dependency chain (e.g., using `next_task` / `task-master next`) and repeat this iterative process starting from step 1.
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* Identify the next subtask (e.g., using `next_task` / `task-master next`).
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## Code Analysis & Refactoring Techniques
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@@ -215,10 +215,5 @@ Once a task has been broken down into subtasks using `expand_task` or similar me
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`rg "export (async function|function|const) \w+"` or similar patterns.
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- Can help compare functions between files during migrations or identify potential naming conflicts.
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---
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*This workflow provides a general guideline. Adapt it based on your specific project needs and team practices.*
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`rg "export (async function|function|const) \w+"` or similar patterns.
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- Can help compare functions between files during migrations or identify potential naming conflicts.
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---
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*This workflow provides a general guideline. Adapt it based on your specific project needs and team practices.*
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