@poolzin/pool-bot 2026.3.11 → 2026.3.14

package/extensions/agency-agents/agents/strategy/playbooks/phase-0-discovery.md

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+# 🔍 Phase 0 Playbook — Intelligence & Discovery
+
+> **Duration**: 3-7 days | **Agents**: 6 | **Gate Keeper**: Executive Summary Generator
+
+---
+
+## Objective
+
+Validate the opportunity before committing resources. No building until the problem, market, and regulatory landscape are understood.
+
+## Pre-Conditions
+
+- [ ] Project brief or initial concept exists
+- [ ] Stakeholder sponsor identified
+- [ ] Budget for discovery phase approved
+
+## Agent Activation Sequence
+
+### Wave 1: Parallel Launch (Day 1)
+
+#### 🔍 Trend Researcher — Market Intelligence Lead
+```
+Activate Trend Researcher for market intelligence on [PROJECT DOMAIN].
+
+Deliverables required:
+1. Competitive landscape analysis (direct + indirect competitors)
+2. Market sizing: TAM, SAM, SOM with methodology
+3. Trend lifecycle mapping: where is this market in the adoption curve?
+4. 3-6 month trend forecast with confidence intervals
+5. Investment and funding trends in the space
+
+Sources: Minimum 15 unique, verified sources
+Format: Strategic Report with executive summary
+Timeline: 3 days
+```
+
+#### 💬 Feedback Synthesizer — User Needs Analysis
+```
+Activate Feedback Synthesizer for user needs analysis on [PROJECT DOMAIN].
+
+Deliverables required:
+1. Multi-channel feedback collection plan (surveys, interviews, reviews, social)
+2. Sentiment analysis across existing user touchpoints
+3. Pain point identification and prioritization (RICE scored)
+4. Feature request analysis with business value estimation
+5. Churn risk indicators from feedback patterns
+
+Format: Synthesized Feedback Report with priority matrix
+Timeline: 3 days
+```
+
+#### 🔍 UX Researcher — User Behavior Analysis
+```
+Activate UX Researcher for user behavior analysis on [PROJECT DOMAIN].
+
+Deliverables required:
+1. User interview plan (5-10 target users)
+2. Persona development (3-5 primary personas)
+3. Journey mapping for primary user flows
+4. Usability heuristic evaluation of competitor products
+5. Behavioral insights with statistical validation
+
+Format: Research Findings Report with personas and journey maps
+Timeline: 5 days
+```
+
+### Wave 2: Parallel Launch (Day 1, independent of Wave 1)
+
+#### 📊 Analytics Reporter — Data Landscape Assessment
+```
+Activate Analytics Reporter for data landscape assessment on [PROJECT DOMAIN].
+
+Deliverables required:
+1. Existing data source audit (what data is available?)
+2. Signal identification (what can we measure?)
+3. Baseline metrics establishment
+4. Data quality assessment with completeness scoring
+5. Analytics infrastructure recommendations
+
+Format: Data Audit Report with signal map
+Timeline: 2 days
+```
+
+#### ⚖️ Legal Compliance Checker — Regulatory Scan
+```
+Activate Legal Compliance Checker for regulatory scan on [PROJECT DOMAIN].
+
+Deliverables required:
+1. Applicable regulatory frameworks (GDPR, CCPA, HIPAA, etc.)
+2. Data handling requirements and constraints
+3. Jurisdiction mapping for target markets
+4. Compliance risk assessment with severity ratings
+5. Blocking vs. manageable compliance issues
+
+Format: Compliance Requirements Matrix
+Timeline: 3 days
+```
+
+#### 🛠️ Tool Evaluator — Technology Landscape
+```
+Activate Tool Evaluator for technology landscape assessment on [PROJECT DOMAIN].
+
+Deliverables required:
+1. Technology stack assessment for the problem domain
+2. Build vs. buy analysis for key components
+3. Integration feasibility with existing systems
+4. Open source vs. commercial evaluation
+5. Technology risk assessment
+
+Format: Tech Stack Assessment with recommendation matrix
+Timeline: 2 days
+```
+
+## Convergence Point (Day 5-7)
+
+All six agents deliver their reports. The Executive Summary Generator synthesizes:
+
+```
+Activate Executive Summary Generator to synthesize Phase 0 findings.
+
+Input documents:
+1. Trend Researcher → Market Analysis Report
+2. Feedback Synthesizer → Synthesized Feedback Report
+3. UX Researcher → Research Findings Report
+4. Analytics Reporter → Data Audit Report
+5. Legal Compliance Checker → Compliance Requirements Matrix
+6. Tool Evaluator → Tech Stack Assessment
+
+Output: Executive Summary (≤500 words, SCQA format)
+Decision required: GO / NO-GO / PIVOT
+Include: Quantified market opportunity, validated user needs, regulatory path, technology feasibility
+```
+
+## Quality Gate Checklist
+
+| # | Criterion | Evidence Source | Status |
+|---|-----------|----------------|--------|
+| 1 | Market opportunity validated with TAM > minimum viable threshold | Trend Researcher report | ☐ |
+| 2 | ≥3 validated user pain points with supporting data | Feedback Synthesizer + UX Researcher | ☐ |
+| 3 | No blocking compliance issues identified | Legal Compliance Checker matrix | ☐ |
+| 4 | Key metrics and data sources identified | Analytics Reporter audit | ☐ |
+| 5 | Technology stack feasible and assessed | Tool Evaluator assessment | ☐ |
+| 6 | Executive summary delivered with GO/NO-GO recommendation | Executive Summary Generator | ☐ |
+
+## Gate Decision
+
+- **GO**: Proceed to Phase 1 — Strategy & Architecture
+- **NO-GO**: Archive findings, document learnings, redirect resources
+- **PIVOT**: Modify scope/direction based on findings, re-run targeted discovery
+
+## Handoff to Phase 1
+
+```markdown
+## Phase 0 → Phase 1 Handoff Package
+
+### Documents to carry forward:
+1. Market Analysis Report (Trend Researcher)
+2. Synthesized Feedback Report (Feedback Synthesizer)
+3. User Personas and Journey Maps (UX Researcher)
+4. Data Audit Report (Analytics Reporter)
+5. Compliance Requirements Matrix (Legal Compliance Checker)
+6. Tech Stack Assessment (Tool Evaluator)
+7. Executive Summary with GO decision (Executive Summary Generator)
+
+### Key constraints identified:
+- [Regulatory constraints from Legal Compliance Checker]
+- [Technical constraints from Tool Evaluator]
+- [Market timing constraints from Trend Researcher]
+
+### Priority user needs (for Sprint Prioritizer):
+1. [Pain point 1 — from Feedback Synthesizer]
+2. [Pain point 2 — from UX Researcher]
+3. [Pain point 3 — from Feedback Synthesizer]
+```
+
+---
+
+*Phase 0 is complete when the Executive Summary Generator delivers a GO decision with supporting evidence from all six discovery agents.*

package/extensions/agency-agents/agents/strategy/playbooks/phase-1-strategy.md

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+# 🏗️ Phase 1 Playbook — Strategy & Architecture
+
+> **Duration**: 5-10 days | **Agents**: 8 | **Gate Keepers**: Studio Producer + Reality Checker
+
+---
+
+## Objective
+
+Define what we're building, how it's structured, and what success looks like — before writing a single line of code. Every architectural decision is documented. Every feature is prioritized. Every dollar is accounted for.
+
+## Pre-Conditions
+
+- [ ] Phase 0 Quality Gate passed (GO decision)
+- [ ] Phase 0 Handoff Package received
+- [ ] Stakeholder alignment on project scope
+
+## Agent Activation Sequence
+
+### Step 1: Strategic Framing (Day 1-3, Parallel)
+
+#### 🎬 Studio Producer — Strategic Portfolio Alignment
+```
+Activate Studio Producer for strategic portfolio alignment on [PROJECT].
+
+Input: Phase 0 Executive Summary + Market Analysis Report
+Deliverables required:
+1. Strategic Portfolio Plan with project positioning
+2. Vision, objectives, and ROI targets
+3. Resource allocation strategy
+4. Risk/reward assessment
+5. Success criteria and milestone definitions
+
+Align with: Organizational strategic objectives
+Format: Strategic Portfolio Plan Template
+Timeline: 3 days
+```
+
+#### 🎭 Brand Guardian — Brand Identity System
+```
+Activate Brand Guardian for brand identity development on [PROJECT].
+
+Input: Phase 0 UX Research (personas, journey maps)
+Deliverables required:
+1. Brand Foundation (purpose, vision, mission, values, personality)
+2. Visual Identity System (colors, typography, spacing as CSS variables)
+3. Brand Voice and Messaging Architecture
+4. Logo system specifications (if new brand)
+5. Brand usage guidelines
+
+Format: Brand Identity System Document
+Timeline: 3 days
+```
+
+#### 💰 Finance Tracker — Budget and Resource Planning
+```
+Activate Finance Tracker for financial planning on [PROJECT].
+
+Input: Studio Producer strategic plan + Phase 0 Tech Stack Assessment
+Deliverables required:
+1. Comprehensive project budget with category breakdown
+2. Resource cost projections (agents, infrastructure, tools)
+3. ROI model with break-even analysis
+4. Cash flow timeline
+5. Financial risk assessment with contingency reserves
+
+Format: Financial Plan with ROI Projections
+Timeline: 2 days
+```
+
+### Step 2: Technical Architecture (Day 3-7, Parallel, after Step 1 outputs available)
+
+#### 🏛️ UX Architect — Technical Architecture + UX Foundation
+```
+Activate UX Architect for technical architecture on [PROJECT].
+
+Input: Brand Guardian visual identity + Phase 0 UX Research
+Deliverables required:
+1. CSS Design System (variables, tokens, scales)
+2. Layout Framework (Grid/Flexbox patterns, responsive breakpoints)
+3. Component Architecture (naming conventions, hierarchy)
+4. Information Architecture (page flow, content hierarchy)
+5. Theme System (light/dark/system toggle)
+6. Accessibility Foundation (WCAG 2.1 AA baseline)
+
+Files to create:
+- css/design-system.css
+- css/layout.css
+- css/components.css
+- docs/ux-architecture.md
+
+Format: Developer-Ready Foundation Package
+Timeline: 4 days
+```
+
+#### 🏗️ Backend Architect — System Architecture
+```
+Activate Backend Architect for system architecture on [PROJECT].
+
+Input: Phase 0 Tech Stack Assessment + Compliance Requirements
+Deliverables required:
+1. System Architecture Specification
+   - Architecture pattern (microservices/monolith/serverless/hybrid)
+   - Communication pattern (REST/GraphQL/gRPC/event-driven)
+   - Data pattern (CQRS/Event Sourcing/CRUD)
+2. Database Schema Design with indexing strategy
+3. API Design Specification with versioning
+4. Authentication and Authorization Architecture
+5. Security Architecture (defense in depth)
+6. Scalability Plan (horizontal scaling strategy)
+
+Format: System Architecture Specification
+Timeline: 4 days
+```
+
+#### 🤖 AI Engineer — ML Architecture (if applicable)
+```
+Activate AI Engineer for ML system architecture on [PROJECT].
+
+Input: Backend Architect system architecture + Phase 0 Data Audit
+Deliverables required:
+1. ML System Design
+   - Model selection and training strategy
+   - Data pipeline architecture
+   - Inference strategy (real-time/batch/edge)
+2. AI Ethics and Safety Framework
+3. Model monitoring and retraining plan
+4. Integration points with main application
+5. Cost projections for ML infrastructure
+
+Condition: Only activate if project includes AI/ML features
+Format: ML System Design Document
+Timeline: 3 days
+```
+
+#### 👔 Senior Project Manager — Spec-to-Task Conversion
+```
+Activate Senior Project Manager for task list creation on [PROJECT].
+
+Input: ALL Phase 0 documents + Architecture specs (as available)
+Deliverables required:
+1. Comprehensive Task List
+   - Quote EXACT requirements from spec (no luxury features)
+   - Each task has clear acceptance criteria
+   - Dependencies mapped between tasks
+   - Effort estimates (story points or hours)
+2. Work Breakdown Structure
+3. Critical path identification
+4. Risk register for implementation
+
+Rules:
+- Do NOT add features not in the specification
+- Quote exact text from requirements
+- Be realistic about effort estimates
+
+Format: Task List with acceptance criteria
+Timeline: 3 days
+```
+
+### Step 3: Prioritization (Day 7-10, Sequential, after Step 2)
+
+#### 🎯 Sprint Prioritizer — Feature Prioritization
+```
+Activate Sprint Prioritizer for backlog prioritization on [PROJECT].
+
+Input:
+- Senior Project Manager → Task List
+- Backend Architect → System Architecture
+- UX Architect → UX Architecture
+- Finance Tracker → Budget Framework
+- Studio Producer → Strategic Plan
+
+Deliverables required:
+1. RICE-scored backlog (Reach, Impact, Confidence, Effort)
+2. Sprint assignments with velocity-based estimation
+3. Dependency map with critical path
+4. MoSCoW classification (Must/Should/Could/Won't)
+5. Release plan with milestone mapping
+
+Validation: Studio Producer confirms strategic alignment
+Format: Prioritized Sprint Plan
+Timeline: 2 days
+```
+
+## Quality Gate Checklist
+
+| # | Criterion | Evidence Source | Status |
+|---|-----------|----------------|--------|
+| 1 | Architecture covers 100% of spec requirements | Senior PM task list cross-referenced with architecture | ☐ |
+| 2 | Brand system complete (logo, colors, typography, voice) | Brand Guardian deliverable | ☐ |
+| 3 | All technical components have implementation path | Backend Architect + UX Architect specs | ☐ |
+| 4 | Budget approved and within constraints | Finance Tracker plan | ☐ |
+| 5 | Sprint plan is velocity-based and realistic | Sprint Prioritizer backlog | ☐ |
+| 6 | Security architecture defined | Backend Architect security spec | ☐ |
+| 7 | Compliance requirements integrated into architecture | Legal requirements mapped to technical decisions | ☐ |
+
+## Gate Decision
+
+**Dual sign-off required**: Studio Producer (strategic) + Reality Checker (technical)
+
+- **APPROVED**: Proceed to Phase 2 with full Architecture Package
+- **REVISE**: Specific items need rework (return to relevant Step)
+- **RESTRUCTURE**: Fundamental architecture issues (restart Phase 1)
+
+## Handoff to Phase 2
+
+```markdown
+## Phase 1 → Phase 2 Handoff Package
+
+### Architecture Package:
+1. Strategic Portfolio Plan (Studio Producer)
+2. Brand Identity System (Brand Guardian)
+3. Financial Plan (Finance Tracker)
+4. CSS Design System + UX Architecture (UX Architect)
+5. System Architecture Specification (Backend Architect)
+6. ML System Design (AI Engineer — if applicable)
+7. Comprehensive Task List (Senior Project Manager)
+8. Prioritized Sprint Plan (Sprint Prioritizer)
+
+### For DevOps Automator:
+- Deployment architecture from Backend Architect
+- Environment requirements from System Architecture
+- Monitoring requirements from Infrastructure needs
+
+### For Frontend Developer:
+- CSS Design System from UX Architect
+- Brand Identity from Brand Guardian
+- Component architecture from UX Architect
+- API specification from Backend Architect
+
+### For Backend Architect (continuing):
+- Database schema ready for deployment
+- API scaffold ready for implementation
+- Auth system architecture defined
+```
+
+---
+
+*Phase 1 is complete when Studio Producer and Reality Checker both sign off on the Architecture Package.*

package/extensions/agency-agents/agents/strategy/playbooks/phase-2-foundation.md

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+# ⚙️ Phase 2 Playbook — Foundation & Scaffolding
+
+> **Duration**: 3-5 days | **Agents**: 6 | **Gate Keepers**: DevOps Automator + Evidence Collector
+
+---
+
+## Objective
+
+Build the technical and operational foundation that all subsequent work depends on. Get the skeleton standing before adding muscle. After this phase, every developer has a working environment, a deployable pipeline, and a design system to build with.
+
+## Pre-Conditions
+
+- [ ] Phase 1 Quality Gate passed (Architecture Package approved)
+- [ ] Phase 1 Handoff Package received
+- [ ] All architecture documents finalized
+
+## Agent Activation Sequence
+
+### Workstream A: Infrastructure (Day 1-3, Parallel)
+
+#### 🚀 DevOps Automator — CI/CD Pipeline + Infrastructure
+```
+Activate DevOps Automator for infrastructure setup on [PROJECT].
+
+Input: Backend Architect system architecture + deployment requirements
+Deliverables required:
+1. CI/CD Pipeline (GitHub Actions / GitLab CI)
+   - Security scanning stage
+   - Automated testing stage
+   - Build and containerization stage
+   - Deployment stage (blue-green or canary)
+   - Automated rollback capability
+2. Infrastructure as Code
+   - Environment provisioning (dev, staging, production)
+   - Container orchestration setup
+   - Network and security configuration
+3. Environment Configuration
+   - Secrets management
+   - Environment variable management
+   - Multi-environment parity
+
+Files to create:
+- .github/workflows/ci-cd.yml (or equivalent)
+- infrastructure/ (Terraform/CDK templates)
+- docker-compose.yml
+- Dockerfile(s)
+
+Format: Working CI/CD pipeline with IaC templates
+Timeline: 3 days
+```
+
+#### 🏗️ Infrastructure Maintainer — Cloud Infrastructure + Monitoring
+```
+Activate Infrastructure Maintainer for monitoring setup on [PROJECT].
+
+Input: DevOps Automator infrastructure + Backend Architect architecture
+Deliverables required:
+1. Cloud Resource Provisioning
+   - Compute, storage, networking resources
+   - Auto-scaling configuration
+   - Load balancer setup
+2. Monitoring Stack
+   - Application metrics (Prometheus/DataDog)
+   - Infrastructure metrics
+   - Custom dashboards (Grafana)
+3. Logging and Alerting
+   - Centralized log aggregation
+   - Alert rules for critical thresholds
+   - On-call notification setup
+4. Security Hardening
+   - Firewall rules
+   - SSL/TLS configuration
+   - Access control policies
+
+Format: Infrastructure Readiness Report with dashboard access
+Timeline: 3 days
+```
+
+#### ⚙️ Studio Operations — Process Setup
+```
+Activate Studio Operations for process setup on [PROJECT].
+
+Input: Sprint Prioritizer plan + Project Shepherd coordination needs
+Deliverables required:
+1. Git Workflow
+   - Branch strategy (GitFlow / trunk-based)
+   - PR review process
+   - Merge policies
+2. Communication Channels
+   - Team channels setup
+   - Notification routing
+   - Status update cadence
+3. Documentation Templates
+   - PR template
+   - Issue template
+   - Decision log template
+4. Collaboration Tools
+   - Project board setup
+   - Sprint tracking configuration
+
+Format: Operations Playbook
+Timeline: 2 days
+```
+
+### Workstream B: Application Foundation (Day 1-4, Parallel)
+
+#### 🎨 Frontend Developer — Project Scaffolding + Component Library
+```
+Activate Frontend Developer for project scaffolding on [PROJECT].
+
+Input: UX Architect CSS Design System + Brand Guardian identity
+Deliverables required:
+1. Project Scaffolding
+   - Framework setup (React/Vue/Angular per architecture)
+   - TypeScript configuration
+   - Build tooling (Vite/Webpack/Next.js)
+   - Testing framework (Jest/Vitest + Testing Library)
+2. Design System Implementation
+   - CSS design tokens from UX Architect
+   - Base component library (Button, Input, Card, Layout)
+   - Theme system (light/dark/system toggle)
+   - Responsive utilities
+3. Application Shell
+   - Routing setup
+   - Layout components (Header, Footer, Sidebar)
+   - Error boundary implementation
+   - Loading states
+
+Files to create:
+- src/ (application source)
+- src/components/ (component library)
+- src/styles/ (design tokens)
+- src/layouts/ (layout components)
+
+Format: Working application skeleton with component library
+Timeline: 3 days
+```
+
+#### 🏗️ Backend Architect — Database + API Foundation
+```
+Activate Backend Architect for API foundation on [PROJECT].
+
+Input: System Architecture Specification + Database Schema Design
+Deliverables required:
+1. Database Setup
+   - Schema deployment (migrations)
+   - Index creation
+   - Seed data for development
+   - Connection pooling configuration
+2. API Scaffold
+   - Framework setup (Express/FastAPI/etc.)
+   - Route structure matching architecture
+   - Middleware stack (auth, validation, error handling, CORS)
+   - Health check endpoints
+3. Authentication System
+   - Auth provider integration
+   - JWT/session management
+   - Role-based access control scaffold
+4. Service Communication
+   - API versioning setup
+   - Request/response serialization
+   - Error response standardization
+
+Files to create:
+- api/ or server/ (backend source)
+- migrations/ (database migrations)
+- docs/api-spec.yaml (OpenAPI specification)
+
+Format: Working API scaffold with database and auth
+Timeline: 4 days
+```
+
+#### 🏛️ UX Architect — CSS System Implementation
+```
+Activate UX Architect for CSS system implementation on [PROJECT].
+
+Input: Brand Guardian identity + own Phase 1 CSS Design System spec
+Deliverables required:
+1. Design Tokens Implementation
+   - CSS custom properties (colors, typography, spacing)
+   - Brand color palette with semantic naming
+   - Typography scale with responsive adjustments
+2. Layout System
+   - Container system (responsive breakpoints)
+   - Grid patterns (2-col, 3-col, sidebar)
+   - Flexbox utilities
+3. Theme System
+   - Light theme variables
+   - Dark theme variables
+   - System preference detection
+   - Theme toggle component
+   - Smooth transition between themes
+
+Files to create/update:
+- css/design-system.css (or equivalent in framework)
+- css/layout.css
+- css/components.css
+- js/theme-manager.js
+
+Format: Implemented CSS design system with theme toggle
+Timeline: 2 days
+```
+
+## Verification Checkpoint (Day 4-5)
+
+### Evidence Collector Verification
+```
+Activate Evidence Collector for Phase 2 foundation verification.
+
+Verify the following with screenshot evidence:
+1. CI/CD pipeline executes successfully (show pipeline logs)
+2. Application skeleton loads in browser (desktop screenshot)
+3. Application skeleton loads on mobile (mobile screenshot)
+4. Theme toggle works (light + dark screenshots)
+5. API health check responds (curl output)
+6. Database is accessible (migration status)
+7. Monitoring dashboards are active (dashboard screenshot)
+8. Component library renders (component demo page)
+
+Format: Evidence Package with screenshots
+Verdict: PASS / FAIL with specific issues
+```
+
+## Quality Gate Checklist
+
+| # | Criterion | Evidence Source | Status |
+|---|-----------|----------------|--------|
+| 1 | CI/CD pipeline builds, tests, and deploys | Pipeline execution logs | ☐ |
+| 2 | Database schema deployed with all tables/indexes | Migration success output | ☐ |
+| 3 | API scaffold responding on health check | curl response evidence | ☐ |
+| 4 | Frontend skeleton renders in browser | Evidence Collector screenshots | ☐ |
+| 5 | Monitoring dashboards showing metrics | Dashboard screenshots | ☐ |
+| 6 | Design system tokens implemented | Component library demo | ☐ |
+| 7 | Theme toggle functional (light/dark/system) | Before/after screenshots | ☐ |
+| 8 | Git workflow and processes documented | Studio Operations playbook | ☐ |
+
+## Gate Decision
+
+**Dual sign-off required**: DevOps Automator (infrastructure) + Evidence Collector (visual)
+
+- **PASS**: Working skeleton with full DevOps pipeline → Phase 3 activation
+- **FAIL**: Specific infrastructure or application issues → Fix and re-verify
+
+## Handoff to Phase 3
+
+```markdown
+## Phase 2 → Phase 3 Handoff Package
+
+### For all Developer Agents:
+- Working CI/CD pipeline (auto-deploys on merge)
+- Design system tokens and component library
+- API scaffold with auth and health checks
+- Database with schema and seed data
+- Git workflow and PR process
+
+### For Evidence Collector (ongoing QA):
+- Application URLs (dev, staging)
+- Screenshot capture methodology
+- Component library reference
+- Brand guidelines for visual verification
+
+### For Agents Orchestrator (Dev↔QA loop management):
+- Sprint Prioritizer backlog (from Phase 1)
+- Task list with acceptance criteria (from Phase 1)
+- Agent assignment matrix (from NEXUS strategy)
+- Quality thresholds for each task type
+
+### Environment Access:
+- Dev environment: [URL]
+- Staging environment: [URL]
+- Monitoring dashboard: [URL]
+- CI/CD pipeline: [URL]
+- API documentation: [URL]
+```
+
+---
+
+*Phase 2 is complete when the skeleton application is running, the CI/CD pipeline is operational, and the Evidence Collector has verified all foundation elements with screenshots.*