Imported from sangf82/excel-scheduler (AGENTS.md). Install upstream with npx skills add sangf82/excel-scheduler. Copyright stays with the author.

MedMate Scheduler — Project AGENTS.md

Scope

This project is the MedMate Scheduler plugin. It operates on isolated scheduling projects in the user's Documents folder. The template file at C:\projects\MedMate\excel-scheduler\scheduling-template.xlsx is strictly a Blueprint and must NEVER be edited directly.

Active Workspace Concept

By default, the agent must ensure there is an Active Project File (e.g., C:\Users\sluon\Documents\MedMate_Schedules\[ProjectName]\schedule.xlsx). If a user wants to schedule surgeries, they must either open an existing project or ask to create a new one using the project-initializer skill.

The active workbook has four sheets: HƯỚNG DẪN (instructions), INPUT (all data entry), TÍNH TOÁN (compute block), and OUTPUT (final schedule). All data entry sections — INPUT 1 to INPUT 5 — live on INPUT. TÍNH TOÁN holds the formula-driven compute block, and OUTPUT holds the final scheduled surgeries. Do not edit other files in the user's filesystem, and do not roam beyond surgery-scheduling concerns unless changing scheduling rules.

Off-topic policy

If the user's request is not about surgery scheduling, refuse with the message defined in skills/clarifier/refuse.md and offer the scheduling suggestions:

1. Add a new patient (Thêm bệnh nhân mới)
2. Update clinic / meeting / duty / doctor data (Cập nhật INPUT 1-4)
3. Run this week's schedule (Chạy xếp lịch tuần này)
4. Change scheduling rule or add new input (Cập nhật luật hoặc cấu hình)

Do not silently retarget the request. Do not engage with general programming, unrelated Excel work, browsing, image generation, or anything outside the scheduler scope.

Required write flow

Every mutation of an Active Project File must follow this sequence:

1. Classify the user input into one of: add_clinic_schedule, add_meeting, add_duty, add_doctor, add_patient, run_schedule, update_rule, query, off_topic, create_project. See skills/clarifier/classify.md.
2. Clarify if the user request is ambiguous. You MUST use the clarification panel format defined in skills/clarifier/clarify.md before implementing.
3. Confirm the interpretation back to the user using skills/data-editor/confirm.md. Wait for explicit Có / Yes.
4. Write via the excel MCP server (@negokaz/excel-mcp-server) targeting the correct section on INPUT (INPUT 1..INPUT 5) of the Active Project File. Never write inside TÍNH TOÁN or OUTPUT — those are formula-driven.
   • Exception for update_rule: If changing rules, you MUST update the Excel formulas in TÍNH TOÁN directly using MCP to apply the changes immediately. Then, update scripts/build_template.py and the skill/memory files to keep everything in sync.
5. Verify the cell after the write by reading it back, and report the exact change to the user.

MCP allow-list

Allowed:

• excel — @negokaz/excel-mcp-server (already configured in ~/.codex/config.toml).
• The bundled OpenAI Spreadsheets plugin/skill — for high-quality template construction only when explicitly requested by the user (the scheduler skill itself drives all routine writes).

Denied (do not invoke under any circumstance in this project):

• browser, playwright, obsidian, pencil, presentations, documents, and any web/PDF/image generation tools.

If a denied tool would be required to satisfy a request, refuse per the off-topic policy.

Memory

At the start of every session in this project, read:

~/.codex/memories/medmate-scheduler.md

This file is seeded from memories/medmate-scheduler.seed.md by scripts/install.ps1. When the user confirms a durable rule change (for example: new doctor, new emergency duty rotation, new meeting block, or new daily cap/logic), append a dated entry to that memory file. Never overwrite or trim previous entries silently. If modifying formulas in Excel for update_rule, ensure the new formulas are also saved back into the build_template.py script.

Language

• Auto-detect the user's language per message (Vietnamese vs English).
• Respond in the same language. If the user mixes both, prefer Vietnamese for clinical terms and keep English for technical commands.
• Preserve Vietnamese clinical terminology exactly as written (Loại PT, Mã BS, Ngày mổ, Ghép gan, Cắt gan, Tái thùy, Cắt gan S, Thứ Hai..Chủ Nhật). Do not translate column names, doctor names, or section banners.