@lifeaitools/rdc-skills 0.24.37 → 0.24.39

package/commands/plan.md

@@ -1,158 +1,158 @@
----
-name: rdc:plan
-description: >-
-  Usage `rdc:plan <topic> [--unattended]` — architecture doc with design decisions, tradeoffs, work packages. Creates Supabase epics/tasks. Use after rdc:preplan or when given clear architectural direction.
----
-
-> **⚠️ OUTPUT CONTRACT (READ FIRST):** `guides/output-contract.md`
-> Checklist-only output. No tool-call narration. No raw MCP/JSON/log dumps.
-> One checklist upfront, updated in place, shown again at end with a 1-line verdict.
-
-> If dispatching subagents or running as a subagent: read `{PROJECT_ROOT}/.rdc/guides/agent-bootstrap.md` first (fallback: `{PROJECT_ROOT}/.rdc/guides/agent-bootstrap.md`).
-
-
-# rdc:plan — Architecture & Work Packages
-
-## When to Use
-- After `/rdc:preplan` produced research findings
-- Project lead gives architectural direction ("build X with Y approach")
-- An epic exists but needs breakdown into implementable tasks
-- Before any large build session
-- Called by `rdc:overnight` when an epic has no child tasks
-
-## Arguments
-- `rdc:plan <topic>` — interactive planning session
-- `rdc:plan <epic-id> --unattended` — silent mode for overnight builds
-
-## Procedure
-
-1. **Load source documents — MANDATORY before any planning decisions.**
-
-   **Step 1a — Always load these regardless of topic:**
-   ```
-   .claude/rules/infrastructure-contract.md   — hard deployment + registry rules
-   .claude/rules/work-items-rpc.md            — work item schema, RPC, status enums
-   .claude/rules/system-quick-links.md        — routing map to all system architecture docs
-   .claude/rules/version-numbering.md         — version bump rules for affected packages
-   ```
-
-   **Step 1b — Identify affected domains, then load the matching architecture doc:**
-
-   | Domain keywords in topic | Architecture doc to read |
-   |--------------------------|---------------------------|
-   | PRT, trust, capital, NAV, investor, land, DST | `docs/systems/prt/ARCHITECTURE.md` |
-   | CS 2.0, HAIL, PAL, virtue, quad-pixel, ontology, BPMN, cognitive | `docs/systems/cs2/ARCHITECTURE.md` |
-   | marketing, CRM, campaign, contact, outreach, RDC app | `docs/systems/rdc/ARCHITECTURE.md` |
-   | Claude workflow, skills, agents, dispatch, rdc:build | `docs/systems/claude-workflow/ARCHITECTURE.md` |
-   | Life AI, LIFEAI platform, life.ai | `docs/systems/lifeai/ARCHITECTURE.md` |
-   | media, R2, images, regen-media, MCP image | `docs/systems/media/ARCHITECTURE.md` |
-   | UI, component, brand, design token, shared, OG image | `docs/systems/shared/ARCHITECTURE.md` |
-
-   If the topic spans multiple domains: read ALL matching architecture docs before proceeding.
-   A plan that contradicts an existing architecture doc is invalid — load them first.
-
-   **Step 1c — Load domain-specific rules and context files:**
-
-   | Domain | Additional files to read |
-   |--------|---------------------------|
-   | CS 2.0 / any CS2 paradigm work | `.claude/rules/cs2-architecture-first.md` |
-   | Database, schema, migrations, RPC | `.claude/context/supabase-schema.md` |
-   | UI, components, brand, tokens | `.claude/context/design-system-global.md` |
-   | Deploy, infrastructure, DNS, SSL | `.claude/context/coolify-deployment.md` |
-   | Credentials, MCP, clauth, subagents | `.claude/context/clauth.md` |
-   | OG images, social meta, brand assets | `.claude/context/brand-gate.md` |
-   | Cross-platform, Cowork, subagent MCP | `.claude/context/platform-cross-ref.md` |
-   | MCP server development | `.claude/context/mcp-server-auth.md` |
-
-   **Step 1d — Load CLAUDE.md for every affected package:**
-   - Identify which packages in `packages/` will be created or modified
-   - Read `packages/<name>/CLAUDE.md` for each one that has one
-   - Mandatory: `packages/supabase/CLAUDE.md` if any DB work is involved
-   - Mandatory: `packages/ui/CLAUDE.md` if any UI work is involved
-   - Read `packages/<name>/package.json` to understand current exports and dependencies
-
-2. **Gather additional inputs:**
-   - Research doc from preplan (if exists): `.rdc/research/<topic>.md` (fallback: `.rdc/research/<topic>.md`)
-   - Project lead's architectural direction from conversation
-   - Existing Supabase epics: `SELECT get_open_epics()`
-   - Check `prototype_registry` for any existing prototypes on this topic:
-     ```sql
-     SELECT name, component, source_path, status FROM prototype_registry
-     WHERE status IN ('prototype', 'converting') ORDER BY created_at DESC;
-     ```
-   - Check `design_context` for prior design decisions:
-     ```sql
-     SELECT topic, context_type, summary FROM design_context
-     WHERE topic ILIKE '%<topic>%' ORDER BY created_at DESC;
-     ```
-
-3. **Read the codebase** — understand current state:
-   - What packages are affected?
-   - What types/interfaces already exist?
-   - What tests exist?
-   - What's the dependency graph?
-
-4. **Make design decisions** — for each major choice:
-   - State the decision clearly
-   - Document what was chosen and what was rejected
-   - Explain WHY (tradeoff rationale)
-   - Note consequences and reversibility
-   - **Verify the decision does not contradict any loaded architecture doc** — if it does, flag the conflict before proceeding
-
-5. **Define work packages** — break into agent-dispatchable units:
-   - Each work package = one agent assignment
-   - No file overlap between packages
-   - Each package has: scope, files to create/modify, test requirements
-   - Assign an agent type to each work package from the typed dispatch table in rdc:build
-   - Include the guide file path (from `.rdc/guides/`, fallback `.rdc/guides/`) in each work package description
-   - Include any relevant architecture doc, context file, or package CLAUDE.md the agent must read
-   - Estimate: small (1 agent, <500 LOC), medium (1 agent, 500-1500 LOC), large (needs splitting)
-
-6. **Write plan doc** to `.rdc/plans/<topic-slug>.md` (fallback: `.rdc/plans/<topic-slug>.md` if `.rdc/` does not exist):
-   ```markdown
-   # Plan: <Topic>
-   > Generated: <date> | Epic: <id if exists>
-
-   ## Source Documents Read
-   (list every architecture doc, rules file, context file, and package CLAUDE.md loaded in Step 1)
-
-   ## Goal
-   ## Design Decisions
-   ## Work Packages
-   (each package must include: agent type, guide file, architecture docs agent must read, files to create/modify, test requirements)
-   ## Sequencing (what can parallelize, what depends on what)
-   ## Risks & Mitigations
-   ## Architecture Doc Conflicts (if any)
-   ```
-
-7. **Create Supabase epic + child tasks:**
-   - Epic via `insert_work_item(p_item_type := 'epic', ...)`
-   - One task per work package via `insert_work_item(p_parent_id := <epic_id>, ...)`
-   - Set priorities: urgent/high/normal based on sequencing
-
-8. **Report results:**
-   - Interactive: present the plan for approval before building
-   - Unattended: skip approval, proceed immediately, emit status block:
-     ```
-     PLAN_STATUS: { epic_id, task_count, doc_path, waves, source_docs_read: [list], architecture_conflicts: [] }
-     ```
-
-## Unattended Escalation
-
-When `--unattended` and genuine architectural ambiguity is detected — meaning multiple
-valid approaches exist with significantly different tradeoffs (not just minor style choices)
-— escalate via the advisor tool. Provide: the decision point, the options with tradeoffs,
-and the project context. Resume with advisor's recommendation. If advisor is unavailable,
-choose the most conservative/reversible approach and document the decision.
-
-## Rules
-- **Source documents in Step 1 are MANDATORY — a plan that hasn't read the architecture docs is invalid**
-- Interactive: ALWAYS get approval before proceeding to build
-- Unattended: proceed immediately without approval
-- Plan doc goes in `.rdc/plans/` (fallback: `.rdc/plans/` if `.rdc/` does not exist) — not `.planning/`
-- Each work package must be independently executable by an agent
-- No file overlap between work packages
-- Include test requirements in every work package
-- Reference affected CLAUDE.md files and architecture docs in each work package description
-- Reference the relevant guide file from `.rdc/guides/` (fallback: `.rdc/guides/`) for agent context
-- Always list source docs read in the output doc header and status block
+---
+name: rdc:plan
+description: >-
+  Usage `rdc:plan <topic> [--unattended]` — architecture doc with design decisions, tradeoffs, work packages. Creates Supabase epics/tasks. Use after rdc:preplan or when given clear architectural direction.
+---
+
+> **⚠️ OUTPUT CONTRACT (READ FIRST):** `guides/output-contract.md`
+> Checklist-only output. No tool-call narration. No raw MCP/JSON/log dumps.
+> One checklist upfront, updated in place, shown again at end with a 1-line verdict.
+
+> If dispatching subagents or running as a subagent: read `{PROJECT_ROOT}/.rdc/guides/agent-bootstrap.md` first (fallback: `{PROJECT_ROOT}/.rdc/guides/agent-bootstrap.md`).
+
+
+# rdc:plan — Architecture & Work Packages
+
+## When to Use
+- After `/rdc:preplan` produced research findings
+- Project lead gives architectural direction ("build X with Y approach")
+- An epic exists but needs breakdown into implementable tasks
+- Before any large build session
+- Called by `rdc:overnight` when an epic has no child tasks
+
+## Arguments
+- `rdc:plan <topic>` — interactive planning session
+- `rdc:plan <epic-id> --unattended` — silent mode for overnight builds
+
+## Procedure
+
+1. **Load source documents — MANDATORY before any planning decisions.**
+
+   **Step 1a — Always load these regardless of topic:**
+   ```
+   .claude/rules/infrastructure-contract.md   — hard deployment + registry rules
+   .claude/rules/work-items-rpc.md            — work item schema, RPC, status enums
+   .claude/rules/system-quick-links.md        — routing map to all system architecture docs
+   .claude/rules/version-numbering.md         — version bump rules for affected packages
+   ```
+
+   **Step 1b — Identify affected domains, then load the matching architecture doc:**
+
+   | Domain keywords in topic | Architecture doc to read |
+   |--------------------------|---------------------------|
+   | PRT, trust, capital, NAV, investor, land, DST | `docs/systems/prt/ARCHITECTURE.md` |
+   | CS 2.0, HAIL, PAL, virtue, quad-pixel, ontology, BPMN, cognitive | `docs/systems/cs2/ARCHITECTURE.md` |
+   | marketing, CRM, campaign, contact, outreach, RDC app | `docs/systems/rdc/ARCHITECTURE.md` |
+   | Claude workflow, skills, agents, dispatch, rdc:build | `docs/systems/claude-workflow/ARCHITECTURE.md` |
+   | Life AI, LIFEAI platform, life.ai | `docs/systems/lifeai/ARCHITECTURE.md` |
+   | media, R2, images, regen-media, MCP image | `docs/systems/media/ARCHITECTURE.md` |
+   | UI, component, brand, design token, shared, OG image | `docs/systems/shared/ARCHITECTURE.md` |
+
+   If the topic spans multiple domains: read ALL matching architecture docs before proceeding.
+   A plan that contradicts an existing architecture doc is invalid — load them first.
+
+   **Step 1c — Load domain-specific rules and context files:**
+
+   | Domain | Additional files to read |
+   |--------|---------------------------|
+   | CS 2.0 / any CS2 paradigm work | `.claude/rules/cs2-architecture-first.md` |
+   | Database, schema, migrations, RPC | `.claude/context/supabase-schema.md` |
+   | UI, components, brand, tokens | `.claude/context/design-system-global.md` |
+   | Deploy, infrastructure, DNS, SSL | `.claude/context/coolify-deployment.md` |
+   | Credentials, MCP, clauth, subagents | `.claude/context/clauth.md` |
+   | OG images, social meta, brand assets | `.claude/context/brand-gate.md` |
+   | Cross-platform, Cowork, subagent MCP | `.claude/context/platform-cross-ref.md` |
+   | MCP server development | `.claude/context/mcp-server-auth.md` |
+
+   **Step 1d — Load CLAUDE.md for every affected package:**
+   - Identify which packages in `packages/` will be created or modified
+   - Read `packages/<name>/CLAUDE.md` for each one that has one
+   - Mandatory: `packages/supabase/CLAUDE.md` if any DB work is involved
+   - Mandatory: `packages/ui/CLAUDE.md` if any UI work is involved
+   - Read `packages/<name>/package.json` to understand current exports and dependencies
+
+2. **Gather additional inputs:**
+   - Research doc from preplan (if exists): `.rdc/research/<topic>.md` (fallback: `.rdc/research/<topic>.md`)
+   - Project lead's architectural direction from conversation
+   - Existing Supabase epics: `SELECT get_open_epics()`
+   - Check `prototype_registry` for any existing prototypes on this topic:
+     ```sql
+     SELECT name, component, source_path, status FROM prototype_registry
+     WHERE status IN ('prototype', 'converting') ORDER BY created_at DESC;
+     ```
+   - Check `design_context` for prior design decisions:
+     ```sql
+     SELECT topic, context_type, summary FROM design_context
+     WHERE topic ILIKE '%<topic>%' ORDER BY created_at DESC;
+     ```
+
+3. **Read the codebase** — understand current state:
+   - What packages are affected?
+   - What types/interfaces already exist?
+   - What tests exist?
+   - What's the dependency graph?
+
+4. **Make design decisions** — for each major choice:
+   - State the decision clearly
+   - Document what was chosen and what was rejected
+   - Explain WHY (tradeoff rationale)
+   - Note consequences and reversibility
+   - **Verify the decision does not contradict any loaded architecture doc** — if it does, flag the conflict before proceeding
+
+5. **Define work packages** — break into agent-dispatchable units:
+   - Each work package = one agent assignment
+   - No file overlap between packages
+   - Each package has: scope, files to create/modify, test requirements
+   - Assign an agent type to each work package from the typed dispatch table in rdc:build
+   - Include the guide file path (from `.rdc/guides/`, fallback `.rdc/guides/`) in each work package description
+   - Include any relevant architecture doc, context file, or package CLAUDE.md the agent must read
+   - Estimate: small (1 agent, <500 LOC), medium (1 agent, 500-1500 LOC), large (needs splitting)
+
+6. **Write plan doc** to `.rdc/plans/<topic-slug>.md` (fallback: `.rdc/plans/<topic-slug>.md` if `.rdc/` does not exist):
+   ```markdown
+   # Plan: <Topic>
+   > Generated: <date> | Epic: <id if exists>
+
+   ## Source Documents Read
+   (list every architecture doc, rules file, context file, and package CLAUDE.md loaded in Step 1)
+
+   ## Goal
+   ## Design Decisions
+   ## Work Packages
+   (each package must include: agent type, guide file, architecture docs agent must read, files to create/modify, test requirements)
+   ## Sequencing (what can parallelize, what depends on what)
+   ## Risks & Mitigations
+   ## Architecture Doc Conflicts (if any)
+   ```
+
+7. **Create Supabase epic + child tasks:**
+   - Epic via `insert_work_item(p_item_type := 'epic', ...)`
+   - One task per work package via `insert_work_item(p_parent_id := <epic_id>, ...)`
+   - Set priorities: urgent/high/normal based on sequencing
+
+8. **Report results:**
+   - Interactive: present the plan for approval before building
+   - Unattended: skip approval, proceed immediately, emit status block:
+     ```
+     PLAN_STATUS: { epic_id, task_count, doc_path, waves, source_docs_read: [list], architecture_conflicts: [] }
+     ```
+
+## Unattended Escalation
+
+When `--unattended` and genuine architectural ambiguity is detected — meaning multiple
+valid approaches exist with significantly different tradeoffs (not just minor style choices)
+— escalate via the advisor tool. Provide: the decision point, the options with tradeoffs,
+and the project context. Resume with advisor's recommendation. If advisor is unavailable,
+choose the most conservative/reversible approach and document the decision.
+
+## Rules
+- **Source documents in Step 1 are MANDATORY — a plan that hasn't read the architecture docs is invalid**
+- Interactive: ALWAYS get approval before proceeding to build
+- Unattended: proceed immediately without approval
+- Plan doc goes in `.rdc/plans/` (fallback: `.rdc/plans/` if `.rdc/` does not exist) — not `.planning/`
+- Each work package must be independently executable by an agent
+- No file overlap between work packages
+- Include test requirements in every work package
+- Reference affected CLAUDE.md files and architecture docs in each work package description
+- Reference the relevant guide file from `.rdc/guides/` (fallback: `.rdc/guides/`) for agent context
+- Always list source docs read in the output doc header and status block

package/commands/preplan.md

@@ -1,131 +1,131 @@
----
-name: rdc:preplan
-description: >-
-  Usage `rdc:preplan <topic> [--unattended]` — research best practices, analyze codebase, compare approaches, surface unknowns before committing to a plan. Produces a research doc. No decisions, no code.
----
-
-> **⚠️ OUTPUT CONTRACT (READ FIRST):** `guides/output-contract.md`
-> Checklist-only output. No tool-call narration. No raw MCP/JSON/log dumps.
-> One checklist upfront, updated in place, shown again at end with a 1-line verdict.
-
-> If dispatching subagents or running as a subagent: read `{PROJECT_ROOT}/.rdc/guides/agent-bootstrap.md` first (fallback: `{PROJECT_ROOT}/.rdc/guides/agent-bootstrap.md`).
-
-
-# rdc:preplan — Research Before Planning
-
-## When to Use
-- Starting a new feature area you haven't built before
-- Need to understand how best-in-class projects solve a problem
-- Codebase has unknowns that need mapping before planning
-- Project lead says "research", "look into", "what's the best way to", "how do others do"
-- Called by `rdc:overnight` before planning an epic with no existing tasks
-
-## Arguments
-- `rdc:preplan <topic>` — interactive research session
-- `rdc:preplan <topic> --unattended` — silent mode for overnight builds
-
-## Procedure
-
-1. **Parse the topic** from user input or epic title/description.
-   - Interactive: if vague, ask ONE clarifying question before proceeding
-   - Unattended: infer from the epic title + description — never pause to ask
-
-2. **Load source documents — MANDATORY before any analysis.**
-
-   **Step 2a — Always load these regardless of topic:**
-   ```
-   .claude/rules/infrastructure-contract.md   — hard deployment + registry rules
-   .claude/rules/work-items-rpc.md            — work item schema and RPC patterns
-   .claude/rules/system-quick-links.md        — routing map to system architecture docs
-   ```
-
-   **Step 2b — Identify affected domains, then load the matching architecture doc:**
-
-   | Domain keywords in topic | Architecture doc to read |
-   |--------------------------|---------------------------|
-   | PRT, trust, capital, NAV, investor, land, DST | `docs/systems/prt/ARCHITECTURE.md` |
-   | CS 2.0, HAIL, PAL, virtue, quad-pixel, ontology, BPMN, cognitive | `docs/systems/cs2/ARCHITECTURE.md` |
-   | marketing, CRM, campaign, contact, outreach, RDC app | `docs/systems/rdc/ARCHITECTURE.md` |
-   | Claude workflow, skills, agents, dispatch, rdc:build | `docs/systems/claude-workflow/ARCHITECTURE.md` |
-   | Life AI, LIFEAI platform, life.ai | `docs/systems/lifeai/ARCHITECTURE.md` |
-   | media, R2, images, regen-media, MCP image | `docs/systems/media/ARCHITECTURE.md` |
-   | UI, component, brand, design token, shared, OG image | `docs/systems/shared/ARCHITECTURE.md` |
-
-   If topic spans multiple domains, read ALL matching architecture docs.
-   If unsure which domain applies, read `docs/systems/claude-workflow/ARCHITECTURE.md` as the fallback.
-
-   **Step 2c — Load domain-specific rules and context files:**
-
-   | Domain | Additional files to read |
-   |--------|---------------------------|
-   | CS 2.0 / any CS2 paradigm work | `.claude/rules/cs2-architecture-first.md` |
-   | Database, schema, migrations, RPC | `.claude/context/supabase-schema.md` |
-   | UI, components, brand, tokens | `.claude/context/design-system-global.md` |
-   | Deploy, infrastructure, DNS, SSL | `.claude/context/coolify-deployment.md` |
-   | Credentials, MCP, clauth, subagents | `.claude/context/clauth.md` |
-   | OG images, social meta, brand assets | `.claude/context/brand-gate.md` |
-   | Cross-platform, Cowork, subagent MCP | `.claude/context/platform-cross-ref.md` |
-
-   **Step 2d — Load CLAUDE.md for every affected package:**
-   - Identify which packages in `packages/` are relevant to the topic
-   - Read `packages/<name>/CLAUDE.md` for each one
-   - At minimum read `packages/supabase/CLAUDE.md` if any DB work is involved
-   - At minimum read `packages/ui/CLAUDE.md` if any UI work is involved
-
-3. **Web research** — search for current (2025-2026) best practices:
-   - How do major projects solve this?
-   - What tools/libraries exist?
-   - What are the common tradeoffs?
-
-4. **Codebase analysis** — what do we already have?
-   - Search relevant packages for existing code
-   - Check `.rdc/research/` for prior research on this topic (fallback: `.rdc/research/`)
-   - Check `docs/archive/` for historical work
-   - Research agents should read relevant guides from `.rdc/guides/` (fallback: `.rdc/guides/`)
-   - Check work items for related epics
-
-5. **Best-in-class comparison** — create a comparison table:
-   | Approach | Pros | Cons | Fit for Us |
-
-6. **Surface unknowns** — what questions remain unanswered?
-
-7. **Write research doc** to `.rdc/research/<topic-slug>.md` (fallback: `.rdc/research/<topic-slug>.md` if `.rdc/` does not exist):
-   ```markdown
-   # Research: <Topic>
-   > Generated: <date> | Requested by: Project Lead
-
-   ## Source Documents Read
-   (list every architecture doc, rules file, context file, and package CLAUDE.md loaded in Step 2)
-
-   ## Question
-   ## What We Already Have
-   ## Best-in-Class Analysis
-   ## Comparison Table
-   ## Unknowns & Open Questions
-   ## Recommendation (preliminary — not a decision)
-   ```
-
-8. **Report results:**
-   - Interactive: summarize findings. Do NOT create epics or write code.
-   - Unattended: skip summary, emit status block only:
-     ```
-     PREPLAN_STATUS: { topic, doc_path, unknowns_count, recommendation_confidence: "high|medium|low", source_docs_read: [list] }
-     ```
-
-## Unattended Escalation
-
-When `--unattended` and `recommendation_confidence` is `"low"` (≥5 unresolved unknowns,
-or no clear best-fit approach exists), escalate via the advisor tool rather than stopping.
-Provide the advisor with: topic, unknowns list, comparison table. Resume with advisor's
-direction if given. If advisor cannot resolve, log and skip to next step.
-
-## Rules
-- **Source documents in Step 2 are MANDATORY — research without them is blind**
-- Output is a RESEARCH DOC, not a plan
-- Do not make architectural decisions — surface options with tradeoffs
-- Do not create work items
-- Do not write code
-- Web search is mandatory — don't just analyze the codebase
-- Keep the doc under 200 lines — concise, not exhaustive
-- Unattended: NEVER pause for input; infer and proceed
-- Always list source docs read in the output doc header
+---
+name: rdc:preplan
+description: >-
+  Usage `rdc:preplan <topic> [--unattended]` — research best practices, analyze codebase, compare approaches, surface unknowns before committing to a plan. Produces a research doc. No decisions, no code.
+---
+
+> **⚠️ OUTPUT CONTRACT (READ FIRST):** `guides/output-contract.md`
+> Checklist-only output. No tool-call narration. No raw MCP/JSON/log dumps.
+> One checklist upfront, updated in place, shown again at end with a 1-line verdict.
+
+> If dispatching subagents or running as a subagent: read `{PROJECT_ROOT}/.rdc/guides/agent-bootstrap.md` first (fallback: `{PROJECT_ROOT}/.rdc/guides/agent-bootstrap.md`).
+
+
+# rdc:preplan — Research Before Planning
+
+## When to Use
+- Starting a new feature area you haven't built before
+- Need to understand how best-in-class projects solve a problem
+- Codebase has unknowns that need mapping before planning
+- Project lead says "research", "look into", "what's the best way to", "how do others do"
+- Called by `rdc:overnight` before planning an epic with no existing tasks
+
+## Arguments
+- `rdc:preplan <topic>` — interactive research session
+- `rdc:preplan <topic> --unattended` — silent mode for overnight builds
+
+## Procedure
+
+1. **Parse the topic** from user input or epic title/description.
+   - Interactive: if vague, ask ONE clarifying question before proceeding
+   - Unattended: infer from the epic title + description — never pause to ask
+
+2. **Load source documents — MANDATORY before any analysis.**
+
+   **Step 2a — Always load these regardless of topic:**
+   ```
+   .claude/rules/infrastructure-contract.md   — hard deployment + registry rules
+   .claude/rules/work-items-rpc.md            — work item schema and RPC patterns
+   .claude/rules/system-quick-links.md        — routing map to system architecture docs
+   ```
+
+   **Step 2b — Identify affected domains, then load the matching architecture doc:**
+
+   | Domain keywords in topic | Architecture doc to read |
+   |--------------------------|---------------------------|
+   | PRT, trust, capital, NAV, investor, land, DST | `docs/systems/prt/ARCHITECTURE.md` |
+   | CS 2.0, HAIL, PAL, virtue, quad-pixel, ontology, BPMN, cognitive | `docs/systems/cs2/ARCHITECTURE.md` |
+   | marketing, CRM, campaign, contact, outreach, RDC app | `docs/systems/rdc/ARCHITECTURE.md` |
+   | Claude workflow, skills, agents, dispatch, rdc:build | `docs/systems/claude-workflow/ARCHITECTURE.md` |
+   | Life AI, LIFEAI platform, life.ai | `docs/systems/lifeai/ARCHITECTURE.md` |
+   | media, R2, images, regen-media, MCP image | `docs/systems/media/ARCHITECTURE.md` |
+   | UI, component, brand, design token, shared, OG image | `docs/systems/shared/ARCHITECTURE.md` |
+
+   If topic spans multiple domains, read ALL matching architecture docs.
+   If unsure which domain applies, read `docs/systems/claude-workflow/ARCHITECTURE.md` as the fallback.
+
+   **Step 2c — Load domain-specific rules and context files:**
+
+   | Domain | Additional files to read |
+   |--------|---------------------------|
+   | CS 2.0 / any CS2 paradigm work | `.claude/rules/cs2-architecture-first.md` |
+   | Database, schema, migrations, RPC | `.claude/context/supabase-schema.md` |
+   | UI, components, brand, tokens | `.claude/context/design-system-global.md` |
+   | Deploy, infrastructure, DNS, SSL | `.claude/context/coolify-deployment.md` |
+   | Credentials, MCP, clauth, subagents | `.claude/context/clauth.md` |
+   | OG images, social meta, brand assets | `.claude/context/brand-gate.md` |
+   | Cross-platform, Cowork, subagent MCP | `.claude/context/platform-cross-ref.md` |
+
+   **Step 2d — Load CLAUDE.md for every affected package:**
+   - Identify which packages in `packages/` are relevant to the topic
+   - Read `packages/<name>/CLAUDE.md` for each one
+   - At minimum read `packages/supabase/CLAUDE.md` if any DB work is involved
+   - At minimum read `packages/ui/CLAUDE.md` if any UI work is involved
+
+3. **Web research** — search for current (2025-2026) best practices:
+   - How do major projects solve this?
+   - What tools/libraries exist?
+   - What are the common tradeoffs?
+
+4. **Codebase analysis** — what do we already have?
+   - Search relevant packages for existing code
+   - Check `.rdc/research/` for prior research on this topic (fallback: `.rdc/research/`)
+   - Check `docs/archive/` for historical work
+   - Research agents should read relevant guides from `.rdc/guides/` (fallback: `.rdc/guides/`)
+   - Check work items for related epics
+
+5. **Best-in-class comparison** — create a comparison table:
+   | Approach | Pros | Cons | Fit for Us |
+
+6. **Surface unknowns** — what questions remain unanswered?
+
+7. **Write research doc** to `.rdc/research/<topic-slug>.md` (fallback: `.rdc/research/<topic-slug>.md` if `.rdc/` does not exist):
+   ```markdown
+   # Research: <Topic>
+   > Generated: <date> | Requested by: Project Lead
+
+   ## Source Documents Read
+   (list every architecture doc, rules file, context file, and package CLAUDE.md loaded in Step 2)
+
+   ## Question
+   ## What We Already Have
+   ## Best-in-Class Analysis
+   ## Comparison Table
+   ## Unknowns & Open Questions
+   ## Recommendation (preliminary — not a decision)
+   ```
+
+8. **Report results:**
+   - Interactive: summarize findings. Do NOT create epics or write code.
+   - Unattended: skip summary, emit status block only:
+     ```
+     PREPLAN_STATUS: { topic, doc_path, unknowns_count, recommendation_confidence: "high|medium|low", source_docs_read: [list] }
+     ```
+
+## Unattended Escalation
+
+When `--unattended` and `recommendation_confidence` is `"low"` (≥5 unresolved unknowns,
+or no clear best-fit approach exists), escalate via the advisor tool rather than stopping.
+Provide the advisor with: topic, unknowns list, comparison table. Resume with advisor's
+direction if given. If advisor cannot resolve, log and skip to next step.
+
+## Rules
+- **Source documents in Step 2 are MANDATORY — research without them is blind**
+- Output is a RESEARCH DOC, not a plan
+- Do not make architectural decisions — surface options with tradeoffs
+- Do not create work items
+- Do not write code
+- Web search is mandatory — don't just analyze the codebase
+- Keep the doc under 200 lines — concise, not exhaustive
+- Unattended: NEVER pause for input; infer and proceed
+- Always list source docs read in the output doc header