@michael-joseph-miller/ant-bot 0.1.0

package/skills/deep-research/references/enterprise_research_methodology.md

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+# Enterprise Research Methodology
+
+## Six-Dimension Data Collection
+
+Enterprise research requires parallel collection across six dimensions. Execute all six in order, writing findings to a structured draft after each dimension.
+
+### Dimension 1: Company Fundamentals
+
+```
+Step 1.1: Confirm legal entity
+├── Clarify parent/subsidiary/affiliate boundaries
+├── Query: "{company} legal entity corporate structure"
+├── Output: Entity scope statement
+└── Verify: Map operating entities to brands
+
+Step 1.2: Basic information
+├── Query round 1: "{company} founding date headquarters founder"
+├── Query round 2: "{company} company overview profile"
+├── Query round 3: "{company} CEO management team executives"
+├── Source priority: Official site > Regulatory filings > Authoritative media
+└── Output: Basic info table (name, founded, HQ, CEO, employees, listing status)
+
+Step 1.3: Funding history
+├── Query: "{company} funding rounds valuation IPO"
+├── Key fields: round, amount, investors, post-money valuation, date
+└── Output: Funding timeline table
+
+Step 1.4: Ownership structure
+├── Query: "{company} ownership structure beneficial owner"
+├── Key fields: controller identity, economic interest %, voting rights %, control mechanisms (dual-class etc.)
+└── Output: Ownership summary
+```
+
+### Dimension 2: Business & Products
+
+```
+Step 2.1: Business landscape scan
+├── Query round 1: "{company} product lines business segments"
+├── Query round 2: "{company} revenue breakdown by segment"
+├── Query round 3: "{company} business model monetization"
+├── Key fields: segment name, positioning, revenue share, YoY growth, synergies
+└── Output: Business landscape table
+
+Step 2.2: Core product analysis
+├── Query: "{company} core products DAU MAU user base"
+├── Per product: positioning, target users, scale (DAU/MAU), market share, monetization, competitive advantage, trends
+└── Output: Product matrix table
+
+Step 2.3: Revenue structure analysis
+├── Source: Financial reports (deep extraction)
+├── Breakdown by: segment, geography, customer type, pricing model
+└── Output: Revenue structure summary
+```
+
+### Dimension 3: Competitive Position
+
+```
+Step 3.1: Industry position
+├── Query: "{company} industry ranking market share"
+├── Key fields: industry definition, TAM/SAM/SOM, company rank, share, concentration (CR3/CR5)
+└── Output: Industry position analysis
+
+Step 3.2: Competitor identification & comparison
+├── Query round 1: "{company} competitors"
+├── Query round 2: "{company} vs {competitor A} comparison"
+├── Query round 3: "{company} vs {competitor B} differences"
+├── Comparison dimensions: founding, revenue, market share, core products, user scale, valuation/market cap, strengths, weaknesses
+├── Minimum: ≥3 competitors identified
+└── Output: Competitive comparison table
+
+Step 3.3: Competitive barriers assessment
+├── Use quantified barrier framework (see enterprise_analysis_frameworks.md)
+├── 7 dimensions: network effects, scale economies, brand, technology/patents, switching costs, regulatory licenses, data assets
+└── Output: Barrier scorecard with rating
+```
+
+### Dimension 4: Financial & Operations
+
+```
+Step 4.1: Financial data collection
+├── Query: "{company} financial results {year} revenue profit"
+├── Core metrics (3-year minimum): revenue, revenue growth, net income, gross margin, net margin, operating cash flow, R&D expense, R&D ratio
+└── Output: Financial metrics table (3+ years)
+
+Step 4.2: Operating efficiency analysis
+├── Query: "{company} ROE ROA efficiency per-employee"
+├── Efficiency metrics: ROE, ROA, revenue per employee, accounts receivable days, debt-to-equity
+└── Output: Operating efficiency table
+
+Step 4.3: Cross-validation
+├── Require ≥2 independent sources for key financial data
+├── Sources: company filings (primary), regulatory filings, authoritative financial data providers
+├── Deviation rules:
+│   ├── ≤10%: Pass
+│   ├── 10-20%: Flag with explanation
+│   └── >20%: Require third-party verification
+└── Output: Validation record
+```
+
+### Dimension 5: Recent Developments
+
+```
+Step 5.1: Recent news scan (past 6 months)
+├── Query round 1: "{company} latest news {current year}"
+├── Query round 2: "{company} strategy pivot latest developments"
+├── Query round 3: "{company} executive changes leadership"
+├── Query round 4: "{company} partnership acquisition latest"
+├── Query round 5: "{company} product launch new release"
+├── Event types: product launches, fundraising/capital, strategy shifts, executive changes, M&A/partnerships, regulatory/compliance
+├── Minimum: ≥5 events identified
+└── Output: Major events table
+
+Step 5.2: Strategic signal interpretation
+├── Dimensions: expansion signals, contraction signals, transformation signals, risk signals
+└── Output: Strategic signal analysis
+```
+
+### Dimension 6: Internal/Proprietary Sources
+
+```
+Step 6.1: Internal knowledge base query (if available)
+├── Query 1: "our company's relationship with {target company}"
+├── Query 2: "internal assessment of {target company}"
+├── Query 3: "{target company} competitive analysis"
+├── Query 4: "{target company} industry research"
+└── Output: Internal perspective supplementary info
+
+Step 6.2: If no internal sources available
+├── State explicitly: "No internal/proprietary sources available for this research"
+├── Compensate with additional public source depth
+└── Note limitation in final report
+```
+
+## Data Source Priority Matrix
+
+| Priority | Source Type | Reliability | Timeliness | Use Case |
+|----------|-----------|-------------|------------|----------|
+| **P0** | Official filings / annual reports | 10/10 | High | Core financial data |
+| **P0** | Company website / announcements | 10/10 | High | Basic info, updates |
+| **P1** | Regulatory filings | 9/10 | High | Ownership, licenses |
+| **P1** | Authoritative industry reports | 9/10 | Medium | Market position, trends |
+| **P2** | Mainstream financial media | 8/10 | High | News, analysis |
+| **P2** | Professional research institutions | 8/10 | Medium | Deep analysis, forecasts |
+| **P3** | Social media / forums | 5/10 | High | Sentiment signals only |
+
+**Rule**: P0 + P1 are primary sources. P2 for validation. P3 for reference only, never as sole source.
+
+## Cross-Validation Rules
+
+| Data Type | Min Sources | Max Deviation | Primary Source | Fallback Sources |
+|-----------|------------|---------------|----------------|-----------------|
+| Financial data | 2 | 10% | Official financial reports | Regulatory filings, analyst reports |
+| Market share | 2 | 15% | Industry reports | Company disclosures, third-party analysis |
+| Management info | 1 | N/A | Company official sources | Regulatory filings, reputable media |
+| User metrics | 2 | 20% | Company disclosures | Third-party analytics, industry reports |
+
+## Search Strategy Best Practices
+
+1. **Multi-angle queries**: 3 different query angles per topic
+2. **Time filtering**: Prioritize data within last 12 months for operational data, last 3 years for financial trends
+3. **Site restriction**: Use `site:` for authoritative domains when possible
+4. **Language diversity**: Query in both English and the company's primary language
+5. **Exclude noise**: Use `-` to exclude irrelevant results
+6. **Progressive depth**: Start broad, then narrow based on gaps identified

package/skills/deep-research/references/formatting_rules.md

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+# Formatting Rules
+
+Use these rules to enforce strict report formatting.
+
+## Headings
+- Use H2 for top-level sections
+- Use H3 for subsections
+- Keep heading titles consistent with the report spec
+
+## Section Order
+- Follow the report spec order exactly
+- Do not add or remove sections without approval
+
+## Bullets and Tables
+- Use bullets for lists of findings and actions
+- Use tables for comparisons, metrics, or timelines
+- Keep tables compact and label all columns
+
+## Citations
+- Use the citation style defined in the report spec
+- Place citations immediately after the claim
+- If a claim has multiple sources, list all relevant sources
+
+## Terminology
+- Define key terms once and reuse consistently
+- Preserve technical terms in English
+
+## Formatting Hygiene
+- Avoid mixed numbering styles in the same section
+- Avoid inline URLs in prose unless the spec requires it
+- Do not embed new assets unless requested

package/skills/deep-research/references/quality_gates.md

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+# Quality Gates V6
+
+## Gate 1: Task Notes Quality (after P2)
+
+| Check | Standard | Lightweight | Fix |
+|-------|----------|-------------|-----|
+| All tasks completed | 100% | 100% | Re-dispatch failed tasks |
+| Sources per task | >= 2 | >= 1 | Run additional searches |
+| Findings per task | >= 3 | >= 2 | Deepen search or fetch more |
+| DEEP tasks have Deep Read Notes | 100% | 100% | Fetch and read top source |
+| All source URLs from actual search | 100% | 100% | Remove any invented URL |
+
+## Gate 2: Citation Registry (after P3)
+
+| Check | Standard | Lightweight | Fix |
+|-------|----------|-------------|-----|
+| Total approved sources | >= 12 | >= 6 | Flag thin areas for P6 |
+| Unique domains | >= 5 | >= 3 | Diversify in re-search |
+| Max single-source share | <= 25% | <= 30% | Find alternatives |
+| Official source coverage | >= 30% for standard | >= 20% for lightweight | Add official sources |
+| Source-type balance | official + academic + secondary at least 2 types | same | Fill missing type
+| Dropped sources listed | All | All | Must be explicit |
+| No duplicate URLs | 0 duplicates | 0 | Merge during P3 |
+
+## Gate 3: Draft Quality (after P5)
+
+| Check | Standard | Lightweight | Fix |
+|-------|----------|-------------|-----|
+| Every [n] in registry | 100% | 100% | Remove or fix |
+| No dropped source cited | 0 violations | 0 | Remove immediately |
+| Citation density | >= 1 per 200 words | >= 1 per 300 words | Add citations |
+| Every section has confidence marker | 100% | 100% | Add missing |
+| High-confidence claims backed by official source | 100% | 100% | Downgrade or re-source |
+| Counter-claim recorded for major sections | 100% | 70% | Add opposing interpretation |
+| Total word count | 3000-8000 | 2000-4000 | Adjust scope |
+
+## Gate 4: Notes Traceability (after P6)
+
+| Check | Threshold | Fix |
+|-------|-----------|-----|
+| Every specific claim traceable to a task note finding | 100% | 100% | Remove or mark [unverified] |
+| Every statistic/number appears in some task note | 100% | 100% | Remove or verify |
+| No claim contradicts a task note | 0 contradictions | 0 | Rewrite to match notes |
+| Claims with recency sensitivity include source date and AS_OF | 100% | 100% | Add date metadata |
+| P6 found >= 3 issues | Must | Re-examine harder if 0 found |
+
+## Gate 5: Verification (after P7)
+
+| Check | Threshold | Fix |
+|-------|-----------|-----|
+| Registry cross-check: all [n] valid | 100% | 100% | Remove invalid [n] |
+| Spot-check: 5+ claims traced to notes | >= 4/5 pass | Fix failing claims |
+| No dropped source resurrected | 0 | Remove immediately |
+| Source concentration check for key claims | None > 25% | diversify |
+
+## Anti-Hallucination Patterns
+
+| Pattern | Where to detect | Fix |
+|---------|----------------|-----|
+| URL not from any subagent search | P7 registry check | Remove citation |
+| Claim not in any task note | P6 traceability check | Remove or mark [unverified] |
+| Number more precise than source | P6 ("73.2%" when note says "about 70%") | Use note's precision |
+| Source authority inflated | P3 registry building | Re-score from notes |
+| Source type mismatched to claim | P3 + P6 | Reclassify or replace source |
+| "Studies show..." without naming study | P6 | Name specific source or remove |
+| Dropped source reappears | P7 cross-check | Remove immediately |
+| Subagent invented a URL | Gate 1 (lead verifies subagent notes) | Remove from notes before P3 |
+
+## Chinese-Specific Patterns
+
+| Pattern | Fix |
+|---------|-----|
+| Fake CNKI URL format | Remove, note gap |
+| "某专家表示" without name/institution | Name or remove |
+| "据统计" without data source | Add source or qualitative language |
+| Fabricated institution report | Verify existence or remove |
+| 旧模型信息未标注 AS_OF | 降级置信度并重搜 |

package/skills/deep-research/references/report_template_v6.md

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+# {{TITLE}}
+
+> 研究日期: {{DATE}} | 来源数量: {{SOURCE_COUNT}} | 字数: ~{{WORD_COUNT}} | 模式: {{MODE}} | AS_OF: {{AS_OF}} | 官方源占比: {{OFFICIAL_SHARE}}
+
+## 摘要 / Executive Summary
+
+{{200-400 words summarizing key findings, methodology, conclusions, and risks.}}
+
+---
+
+## 目录
+
+{{Auto-generate from actual section headers below.}}
+
+---
+
+{{BODY SECTIONS —  Adapt to topic type and include opposing interpretation per section.}}
+
+For each section:
+
+## N. [Topic-Specific Section Title]
+
+{{Section content with inline citations [1][2].
+Standard mode: 500-1000 words per section.
+Lightweight mode: 300-600 words per section.
+
+Rules:
+- 每个事实性论点都需要引用 [n]
+- 数字/百分比必须有来源
+- 出现不同证据时要成对给出支持与反驳
+}}
+
+**置信度:** High/Medium/Low
+
+**依据:** {{Why this confidence level — source agreement, evidence quality, data availability}}
+
+**反方解释:** {{One explicit opposing interpretation with supporting citations if any, or [unverified] if insufficient.}}
+
+---
+
+{{COUNTER-REVIEW SUMMARY}}
+
+- **核心争议 1:** [主张 A 与反向证据 B 对比] [n][m]
+- **核心争议 2:** ...
+
+## 关键发现 / Key Findings
+
+{{3-5 findings in Standard mode, 2-3 in Lightweight. Each finding should:}}
+- 具体结论
+- 对应引文
+- 信心说明
+
+Example:
+- **发现 1:** [Most important discovery] [3][7]
+- **发现 2:** [Second most important] [1][4]
+
+---
+
+## 局限性与未来方向 / Limitations & Future Directions
+
+### 本研究局限
+{{Be explicit:
+- What topics/angles couldn't be covered and why
+- Methodological limits (web-accessible sources, paywall, language, timing)
+- Source coverage gaps and counter-claim evidence gaps
+}}
+
+### 未来方向
+{{Concrete suggestions for follow-up research with priority and responsible evidence type.}}
+
+---
+
+## 参考文献 / References
+
+[1] Author/Org. "Title". Source-Type: official/academic/secondary-industry/journalism/community/other. As Of: YYYY-MM-DD. URL.
+[2] Author/Org. "Title". Source-Type: ... As Of: YYYY-MM-DD. URL.
+
+Rules:
+- Every [n] in body MUST have matching entry here
+- Every entry here MUST be cited at least once
+- Source-Type and As Of fields are mandatory
+- All URLs MUST come from actual search results (P2 source pool)

package/skills/deep-research/references/research_notes_format.md

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+# Research Notes Format Specification
+
+The research notes are the ONLY communication channel between subagents and
+the lead agent. Every fact in the final report must be traceable to a line in
+these notes. No exceptions.
+
+## File Structure
+
+```
+workspace/research-notes/
+  task-a.md       Subagent A writes (history expert)
+  task-b.md       Subagent B writes (transport historian)
+  task-c.md       Subagent C writes (telecom analyst)
+  task-d.md       Subagent D writes (comparative analyst)
+  registry.md     Lead agent builds from task-*.md (P3)
+```
+
+## Per-Task Notes Format
+
+Each `task-{id}.md` file follows this exact structure:
+
+```markdown
+---
+task_id: a
+role: Economic Historian
+status: complete
+sources_found: 4
+---
+
+## Sources
+
+[1] Before AI skeptics, Luddites raged against the machine | https://www.nationalgeographic.com/... | Source-Type: secondary-industry | As Of: 2025-08 | Authority: 8/10
+[2] Rage against the machine | https://www.cam.ac.uk/research/news/rage-against-the-machine | Source-Type: academic | As Of: 2024-04 | Authority: 8/10
+[3] Luddite | https://en.wikipedia.org/wiki/Luddite | Source-Type: community | As Of: 2026-03 | Authority: 7/10
+[4] Learning from the Luddites | https://forum.effectivealtruism.org/... | Source-Type: community | As Of: 2025-10 | Authority: 6/10
+
+## Findings
+
+- Luddite movement began March 11, 1811 in Arnold, Nottinghamshire. [3]
+- Luddites were skilled craftspeople, not anti-technology extremists. [1][2]
+- In the 100M-person textile industry, Luddites never exceeded a few thousand. [2]
+- Government crushed movement: 12 executed at York Assizes, Jan 1813. [3]
+- Movement collapsed by 1817 under military repression. [1]
+- Full textile mechanization transition took 50-90 years (1760s-1850s). [4]
+- Textile workers' real wages dropped ~70% during transition. [4]
+- Key lesson for AI: Luddites organized AFTER displacement began, losing leverage. [4]
+
+## Deep Read Notes
+
+### Source [1]: National Geographic — Luddites and AI
+Key data: destroyed up to 10,000 pounds of frames in first year alone.
+  Movement spread from Nottinghamshire to Yorkshire and Lancashire in 1812.
+  Children made up 2/3 of workforce at Cromford factory.
+Key insight: Luddites attacked the SYSTEM of exploitation, not machines per se.
+  They protested manufacturers circumventing standard labor practices.
+Useful for: framing section on historical displacement, correcting "anti-tech" myth
+
+### Source [2]: Cambridge University
+Key data: Luddites were "elite craftspeople" not working class broadly.
+  Yorkshire croppers had 7-year apprenticeships. Movement was localized, never exceeded a few thousand.
+Key insight: The movement was smaller and more elite than popular history suggests.
+Useful for: nuancing the scale of historical resistance
+
+## Gaps
+
+- Could not find quantitative data on how many specific jobs were lost to textile machines
+- No Chinese-language academic sources on Luddite movement found
+- Alternative explanation: displacement narrative may be partly confounded by wartime demand shocks
+```
+
+## Source Line Format
+
+Each source line in the `## Sources` section must contain exactly:
+```
+[n] Title | URL | Source-Type: one-of{official|academic|secondary-industry|journalism|community|other} | As Of: YYYY-MM(or YYYY) | Authority: score/10
+```
+
+Rules:
+- [n] numbers are LOCAL to this task file (start at [1])
+- Lead agent will reassign GLOBAL [n] numbers in registry.md
+- URL must be from an actual search result (subagent MUST NOT invent URLs)
+- `Authority` score follows guide in quality-gates.md
+- `As Of` must be provided; use `undated` if unknown
+- High-confidence claims in final report must use `official` or `academic` sources
+
+## Findings Line Format
+
+Each finding must be:
+- One sentence of specific, factual information
+- End with source number(s) in brackets: [1] or [1][2]
+- Max 10 findings per task (forces prioritization)
+- No vague claims like "research shows..." — name what specifically
+
+Good: `Full textile mechanization transition took 50-90 years (1760s-1850s). [4]`
+Bad: `The transition took a long time. [4]`
+Bad: `Studies suggest that it was a lengthy process.` (no source, vague)
+
+## Deep Read Notes Format
+
+For each source that was web_fetched (full article read):
+- Key data: specific, numeric evidence from article
+- Key insight: the one thing this source says that others don't
+- Useful for: which final section this supports
+
+Max 4 lines per source. This is a research notebook, not a summary.
+
+## Gaps Section
+
+List what the subagent searched for but could NOT find, and possible counter-readings.
+This signals where evidence is thin and confidence should be lowered.
+
+## Registry Format (built by lead agent in P3)
+
+The `registry.md` file merges all task sources into a global registry and adds source-type / as-of fields.
+
+```markdown
+# Citation Registry
+Built from: task-a.md, task-b.md, task-c.md, task-d.md
+
+## Approved Sources
+
+[1] National Geographic — Luddites | https://www.nationalgeographic.com/... | Source-Type: secondary-industry | As Of: 2026-03 | Auth: 8 | From: task-a
+[2] Cambridge — Rage against machine | https://www.cam.ac.uk/... | Source-Type: academic | As Of: 2012-04 | Auth: 8 | From: task-a
+[3] OpenAI — Day Horse Lost Job | https://blogs.microsoft.com/... | Source-Type: official | As Of: 2026-01 | Auth: 8 | From: task-b
+...
+[N] Last source
+
+## Dropped
+
+x Quora answer | https://www.quora.com/... | Source-Type: community | As Of: 2024-10 | Auth: 3 | Reason: below threshold
+x Study.com | https://study.com/... | Source-Type: secondary-industry | As Of: undated | Auth: 4 | Reason: better sources available
+
+## Stats
+
+Total evaluated: 22
+Approved: 16
+Dropped: 6
+Unique domains: 12
+Source-type: official 4 / academic 3 / secondary-industry 5 / journalism 2 / community 2
+Max single-source share: 3/16 = 19% (pass)
+```
+
+Rules for registry:
+- [n] numbers here are FINAL — they appear unchanged in the report
+- Every [n] in the report must exist in the Approved list
+- Every Dropped source must NEVER appear in the report
+- If two tasks found the same URL, keep it once with the higher authority score

package/skills/deep-research/references/research_plan_checklist.md

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+# Research Plan Checklist
+
+Use this checklist before calling the deepresearch tool.
+
+## Scope and Questions
+- Define the primary research question
+- Break into 3-7 subquestions
+- Define scope boundaries and exclusions
+- Define time range and geography
+
+## Evidence Strategy
+- Identify primary sources needed
+- Identify secondary sources needed
+- Define inclusion and exclusion criteria
+- Define minimum number of sources per section
+
+## Query Set
+- Create query variants per subquestion
+- Include synonyms and alternate terms
+- Add disambiguating keywords
+
+## Query Log Template
+- Query:
+- Intended section:
+- Date run:
+- Notes:

package/skills/deep-research/references/research_report_template.md

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+# Research Report Template
+
+## Title
+- Report title
+- Date
+- Author or team (optional)
+
+## Executive Summary
+- 3-6 bullets, each supported by evidence
+- Include top conclusions and implications
+
+## Research Question and Scope
+- Primary question
+- Scope boundaries (what is included and excluded)
+- Time range and geography
+
+## Methodology
+- Data sources used
+- Search strategy and inclusion criteria
+- Limitations and known gaps
+
+## Key Findings
+- 5-10 findings, each with citations
+
+## Analysis
+### Section 1: [Theme]
+- Structured paragraphs with citations
+- If comparative, include a table
+
+### Section 2: [Theme]
+- Structured paragraphs with citations
+
+### Section 3: [Theme]
+- Structured paragraphs with citations
+
+## Risks and Limitations
+- Data gaps
+- Conflicting sources
+- Uncertainty ranges
+
+## Recommendations (If requested)
+- Actionable recommendations tied to findings
+- Each recommendation cites evidence
+
+## Appendix A: Evidence Table
+- Table mapping claims to sources
+
+## Appendix B: Sources
+- Full citations or links