@proflandrigan/shards 1.1.0

package/src/agents/specific_instructions/analytics_engineer/deep_phases.md

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+# Analytics Engineer — Deep Track
+
+Deep Track (Phases 1-8) for the Analytics Engineer.
+Phase 0 (Triage) is already complete. Follow every phase, gate, and documentation rule below.
+
+---
+
+Complete phases in order. Do not skip.
+
+## Deep Phase 1 — Business Requirements
+
+Goal: Understand who consumes this data and what questions it must answer.
+
+Ask about:
+- Who consumes this mart or pipeline? (analyst, dashboard, ML model, reverse ETL, finance report)
+- What specific business questions does this need to answer?
+- What grain do they need? (one row per what?)
+- Refresh cadence? (real-time, hourly, daily, weekly)
+- SLA or dependency constraints?
+- Net-new or replacing something existing? If replacing, what are the differences?
+- Any known edge cases or business rules that affect the data? (refunds, soft deletes, multi-currency)
+- **Will this mart feed a dashboard or BI tool?** (This affects how I'll design aggregations and dimensions.)
+
+Always ask the grain question directly: "What should one row in this mart represent?"
+
+**If the downstream consumer is a BI dashboard:** Note in Phase 4 (Model Layer Architecture) that aggregations and the date spine should be designed with dashboard query patterns in mind — pre-aggregated at the mart level where possible, date dimension at the right granularity for time-series charts, and dimension columns kept at manageable cardinality for filter dropdowns.
+
+**If the user references an `ae-intake.md` file:** Read that file. Check the
+`Originating agent` field to determine the source:
+
+- **If originating agent is "BI Engineer":** Pre-populate Phase 1 business
+  requirements — grain, downstream consumer, business questions, required
+  measures and dimensions, date spine, and refresh cadence. Set
+  `Downstream consumer: Dashboard (BI Engineer)`. Confirm pre-populated
+  values with the user before proceeding.
+
+- **If originating agent is "Data Analyst":** Pre-populate Phase 1 business
+  requirements — grain, business questions the mart must answer, required
+  measures, required dimensions, date spine, and update frequency. Set
+  `Downstream consumer: Direct analyst queries (Data Analyst)`. Also
+  populate analysis context fields (core question, filters, definition of
+  done) from the intake file. Confirm pre-populated values with the user
+  before proceeding. Do not re-ask questions already answered in the intake file.
+
+In both cases: if a required field is missing or unclear, ask only about
+the missing field — not the whole set.
+
+### Document Deep Phase 1
+
+```markdown
+---
+
+## Deep Phase 1: Business Requirements (Analytics Engineer)
+- **Consumer(s):** <who uses this and how>
+- **Downstream consumer:** Dashboard (BI Engineer) | ML feature store | Finance report | Direct analyst queries (Data Analyst) | Other: <describe>
+- **Intake file source:** Not applicable | BI Engineer — dashboards/<project_name>/ae-intake.md | Data Analyst — analysis/<project_name>/ae-intake.md
+- **Analysis context (DA intake only):** <core question from DA intake, or "N/A">
+- **Business questions this mart answers:**
+  - <question 1>
+  - <question 2>
+- **Required grain:** <one row per ___>
+- **Refresh cadence:** Real-time | Hourly | Daily | Weekly
+- **SLA / dependency:** <time constraint or "none">
+- **Replaces existing model:** Yes — <which> | No — net new
+- **Key business rules:**
+  - <rule 1: e.g., refunds reduce gross revenue>
+  - <rule 2>
+```
+
+::GATE:: id=specific-instructions-analytics-engineer-deep-phases-phase0 phase=0 kind=phase
+Read this section back to the user. Stop here — do not begin the next phase or output any further content. Wait for the user to explicitly confirm before proceeding. Do not interpret silence or partial agreement as confirmation.
+::ENDGATE::
+
+---
+
+## Deep Phase 2 — Source and Staging Assessment
+
+Goal: Understand what staging models exist, what's missing, and whether the
+upstream data is sound enough to build on.
+
+Ask about:
+- Which source systems are involved?
+- Are staging models already defined? (stg_ prefix)
+- Known data quality issues upstream?
+- Existing intermediate models relevant to this work?
+- Incremental strategies already in use?
+
+Inspect the transformation project:
+- Glob: `**/*.sql` filtered to staging and intermediate paths; look for project config files
+- Grep for existing source reference calls to find defined sources
+- Check for source definition files (e.g., `sources.yml` or equivalent) for freshness configs
+
+**Consult Data Engineer as the first step of source assessment:**
+
+Tell the user: "Let me check with the Data Engineer shard on the staging layer before we design anything on top of it."
+
+```
+Task(
+  subagent_type="data-engineer",
+  description="Staging layer assessment for [project]",
+  prompt="I am the Analytics Engineer shard working on [project]. I need to assess
+  the staging layer before designing a transformation pipeline. Please explore and
+  return:
+  1. Which staging models exist for [source systems / entities]? List model names
+     and grain (one row per what).
+  2. Are there existing intermediate models I can reuse or build on?
+  3. Are source definitions present in sources.yml? Are freshness configs defined?
+  4. Any known data quality issues I should factor into my transformation design?
+     (late-arriving data, duplicates, schema drift, soft deletes)
+  5. What incremental strategies are already in use? Any patterns I should follow
+     for consistency?
+
+  Keep your response focused on source layer soundness and staging model inventory —
+  not the transformation logic I should build."
+)
+```
+
+**Greenfield handling:** Before proceeding, check whether the Data Engineer's
+response contains "NO DATA ENVIRONMENT DETECTED".
+
+If it does:
+1. Present the Data Engineer's response to the user.
+2. Ask:
+   "The Data Engineer found no existing staging models, source definitions, or
+   dbt project files. For transformation work, I need to know what we're building on:
+   - (a) Staged data exists — tell me the source system and whether it's already
+     modeled in staging. I'll design the transformation layer from there.
+   - (b) Raw data exists but no staging models yet — I'll need to flag that staging
+     models are a prerequisite. I can design them alongside the transformation layer,
+     but the Data Engineer should own the staging work.
+   - (c) No data exists yet — I can do contract-first design: define expected staging
+     models, intermediate shells, and mart stubs ready for when data arrives.
+     Nothing will run until staging data exists.
+   Which situation are we in?"
+3. Wait for the user's response before proceeding.
+   - (a): proceed with provided source info.
+   - (b): note that staging is a prerequisite; scope includes staging design but
+     implementation should be reviewed by Data Engineer.
+   - (c): set Data sufficiency: `Insufficient`, proceed as contract-first design.
+     All models will be flagged [THEORETICAL — UNTESTED].
+
+### Document Deep Phase 2
+
+```markdown
+---
+
+## Deep Phase 2: Source and Staging Assessment (Analytics Engineer)
+- **Source system(s):**
+  - <source>: <description, relevant tables or models>
+- **Existing staging models:**
+  - <stg_model> (<grain>): <brief description>
+  - (or "none found")
+- **Existing intermediate models relevant to this work:**
+  - <int_model>: <what it contains>
+  - (or "none")
+- **Source definitions:** Present | Missing — <details>
+- **Freshness configs:** Defined | Missing — <details>
+- **Known data quality issues:**
+  - <issue or "none identified">
+- **Incremental patterns in use:** <pattern or "none — full refresh only">
+- **Data Engineer consultation:** <summary of findings>
+- **Data sufficiency:** Sufficient | Partial | Insufficient
+- **Decision:** Proceed | Proceed with caveats | Blocked — <rationale>
+- **Data environment:** <not greenfield | Staging exists, transform layer missing | GREENFIELD — no transformation layer detected. Contract-first design only>
+```
+
+::GATE:: id=specific-instructions-analytics-engineer-deep-phases-phase0-2 phase=0 kind=phase
+Read this section back to the user. Stop here — do not begin the next phase or output any further content. Wait for the user to explicitly confirm before proceeding. Do not interpret silence or partial agreement as confirmation.
+::ENDGATE::
+**If Insufficient, do not proceed. Discuss alternatives.**
+
+---
+
+## Deep Phase 3 — Grain and Entity Design
+
+Goal: Define the grain of every model in the planned DAG, and validate entity
+relationships before writing a single CTE.
+
+"What does one row represent?" must be answered for every model before Phase 4.
+
+Ask about:
+- Confirmed grain for the target mart (from Phase 1 — verify it's still right)
+- Grain for each intermediate model needed
+- Many-to-many relationships that need bridge models?
+- Fan-out risks from any planned joins?
+- Conformed dimensions already in use elsewhere?
+
+**Consult Data Modeller for grain confirmation and entity design:**
+
+Tell the user: "Pulling in the Data Modeller — I need grain and entity validation before I commit to a model design."
+
+```
+Task(
+  subagent_type="data-modeller",
+  description="Grain and entity validation for [project] transformation design",
+  prompt="I am the Analytics Engineer shard designing a transformation pipeline
+  for [project]. I've identified the following planned models with their intended
+  grains:
+
+  [list each planned model with intended grain statement]
+
+  Business requirements context:
+  - Consumer(s): [from Phase 1]
+  - Key business questions: [from Phase 1]
+  - Required mart grain: [from Phase 1]
+  - Source staging models: [from Phase 2]
+
+  Please review and return:
+  1. Is the proposed grain correct for each model? Are there grain violations I
+     haven't anticipated?
+  2. Are there many-to-many relationship risks in the planned joins that could
+     cause fan-out? Which joins are highest risk?
+  3. Are there conformed dimensions already in the project I should use instead
+     of defining new ones?
+  4. Does the proposed grain of the mart conform with other marts in the project?
+     Any conformance conflicts?
+  5. Recommended PK columns for each model to uniquely identify a row at that grain.
+
+  Keep your response focused on grain correctness, M:M risks, entity conformance,
+  and PK recommendations — not the physical SQL design."
+)
+```
+
+Apply the Reviewer Verdict Protocol (see shared protocol — `data-modeller` row).
+
+### Document Deep Phase 3
+
+```markdown
+---
+
+## Deep Phase 3: Grain and Entity Design (Analytics Engineer)
+- **Confirmed model grains:**
+  | Model | Layer | Grain Statement | PK Column(s) |
+  |-------|-------|-----------------|--------------|
+  | <model> | staging | one row per <source_event_id> | <source_event_id> |
+  | <model> | intermediate | one row per <entity> per <period> | <surrogate_key> |
+  | <model> | mart | one row per <entity> | <entity_id> |
+- **Many-to-many relationship risks identified:**
+  - <risk or "none">
+- **Conformed dimensions in use:**
+  - <dimension model>: <shared across which marts>
+  - (or "none — new grain only")
+- **Data Modeller consultation:**
+  - Verdict: Sound | Concerns | Revise
+  - Tier: Proceed | Proceed with caveats | Halt
+  - Grain assessment: <summary>
+  - Fan-out risks flagged: <list or "none">
+  - Conformance notes: <list or "none">
+  - **Grain design revised:** Yes / No — <if yes, what changed>
+  - Reviewer resolution: Approved | Approved on resubmit | User override — <rationale> | Project stopped
+```
+
+::GATE:: id=specific-instructions-analytics-engineer-deep-phases-phase0-3 phase=0 kind=phase
+Read this section back to the user. Stop here — do not begin the next phase or output any further content. Wait for the user to explicitly confirm before proceeding. Do not interpret silence or partial agreement as confirmation.
+::ENDGATE::
+
+---
+
+## Deep Phase 4 — Model Layer Architecture
+
+Goal: Design the full DAG — every model, its layer, materialization, incremental
+config, and key joins. No SQL yet, but the design is complete and confirmed.
+
+Present as a text DAG in chat:
+```
+[source: system_a] → [stg_a_entities] → [int_a_enriched]
+                                                 ↓
+[source: system_b] → [stg_b_events]  → [int_ab_joined] → [fct_target_mart]
+```
+
+**If UI-Aware Mode is active**, also push the DAG as an interactive Mermaid diagram to the browser. Use Mermaid subgraphs to group models by layer (Sources, Staging, Intermediate, Marts) with materialization annotations. Use a stable `--panel-id` (e.g., `dag-<project_name>`) so the DAG can be updated in place during Phase 7:
+```bash
+node .shards/ui/ui-push.js dag \
+  --title "DAG: <project_name>" \
+  --agent "analytics-engineer" \
+  --panel-id "dag-<project_name>" \
+  --data '<mermaid_syntax_string>'
+```
+
+For each model: model name, layer, grain (confirmed in Phase 3), materialization
+strategy, incremental config if applicable, key columns, key joins.
+
+Ask about:
+- Existing naming conventions to follow?
+- Materialization preferences? (views for staging, tables/incremental for marts)
+- Historical backfill needed?
+- Macros to create or reuse?
+
+Materialization guidance (state your reasoning, not just the choice):
+- Staging: view (lightweight, always fresh, no storage cost)
+- Intermediate: view unless large or expensive to compute — then table
+- Mart: table or incremental; incremental when >10M rows or expensive recomputation
+- Snapshots for SCD Type 2
+
+### Document Deep Phase 4
+
+```markdown
+---
+
+## Deep Phase 4: Model Layer Architecture (Analytics Engineer)
+- **DAG:**
+  ```
+  <text DAG diagram>
+  ```
+- **Models to create/modify:**
+  | Model | Layer | Grain | Materialization | New/Modified | File Path |
+  |-------|-------|-------|-----------------|--------------|-----------|
+  | <name> | staging | one per <x> | view | New | models/staging/<name>.sql |
+  | <name> | intermediate | one per <x> per <y> | view | New | models/intermediate/<name>.sql |
+  | <name> | marts | one per <x> | table | New | models/marts/<name>.sql |
+- **Incremental strategy (if applicable):**
+  - Model: <name>
+  - Unique key: <column(s)>
+  - Strategy: append | delete+insert | merge
+  - On schema change: append_new_columns | fail | sync_all_columns
+- **Key joins:**
+  - <model A> JOIN <model B> on <key>: <cardinality — 1:M, 1:1>
+- **Macros to create or reuse:**
+  - <macro_name>: <purpose or "none">
+- **Backfill approach:** full refresh | date-bounded — <details> | N/A
+- **Naming conventions confirmed:** Yes | No — <deviations from project standard>
+```
+
+::GATE:: id=specific-instructions-analytics-engineer-deep-phases-phase0-4 phase=0 kind=phase
+Read this section back to the user. Stop here — do not begin the next phase or output any further content. Wait for the user to explicitly confirm before proceeding. Do not interpret silence or partial agreement as confirmation.
+::ENDGATE::
+
+---
+
+## Deep Phase 5 — Testing Strategy
+
+Goal: Define comprehensive test coverage for every model. No model ships untested.
+
+"An untested mart is a rumor, not a fact."
+
+For each model: schema tests (unique, not_null, accepted_values, relationships),
+singular tests, source freshness configs.
+
+Rules — non-negotiable:
+- Every PK gets `unique` + `not_null`. Every single one. No exceptions.
+- Every FK gets `not_null` and a `relationships` test where the referenced model exists.
+- Source freshness configs for every source definition used.
+- Accepted values tests for low-cardinality categorical columns.
+
+Ask about:
+- Business rules to encode as singular tests?
+- Accepted value ranges or enums for specific columns?
+- Row count or anomaly thresholds to monitor?
+- Severity levels — which failures should warn vs. error?
+
+### Document Deep Phase 5
+
+```markdown
+---
+
+## Deep Phase 5: Testing Strategy (Analytics Engineer)
+- **Schema tests:**
+  | Model | Column | Test | Severity |
+  |-------|--------|------|----------|
+  | <model> | <pk_col> | unique | error |
+  | <model> | <pk_col> | not_null | error |
+  | <model> | <fk_col> | not_null | error |
+  | <model> | <fk_col> | relationships(to=ref('<parent>'), field='<col>') | warn |
+  | <model> | <enum_col> | accepted_values(values=[...]) | warn |
+- **Singular tests:**
+  - <test_name>: <assertion, reason, and file path>
+  - (or "none required")
+- **Source freshness:**
+  - <source_name>.<table>: warn_after <N> hours, error_after <N> hours
+- **Row count / anomaly monitoring:** <approach or "not required at this stage">
+- **Test coverage:** Full | Partial — <gaps and rationale>
+```
+
+::GATE:: id=specific-instructions-analytics-engineer-deep-phases-phase0-5 phase=0 kind=phase
+Read this section back to the user. Stop here — do not begin the next phase or output any further content. Wait for the user to explicitly confirm before proceeding. Do not interpret silence or partial agreement as confirmation.
+::ENDGATE::
+
+---
+
+## Deep Phase 6 — Documentation Plan
+
+Goal: Every model and non-obvious column gets a description.
+
+Ask about:
+- Documentation level? (minimal: model descriptions only; standard: model + key columns;
+  thorough: all columns + business context)
+- Existing documentation patterns in the project?
+- Columns with non-obvious business definitions that need explanation?
+- Business metrics or calculated fields that need formal definitions?
+
+### Document Deep Phase 6
+
+```markdown
+---
+
+## Deep Phase 6: Documentation Plan (Analytics Engineer)
+- **Documentation level:** Minimal | Standard | Thorough
+- **Schema file(s) to create/update:**
+  - <file path>
+- **Model descriptions:**
+  - <model>: <1-2 sentence description — what it represents, who consumes it>
+- **Key column descriptions:**
+  - <model>.<column>: <description — especially for non-obvious columns>
+- **Business metric definitions:**
+  - <metric_name>: <definition — e.g., "gross_revenue: sum of order amounts before
+    refunds, in USD, at time of capture">
+  - (or "none — no metrics layer in scope")
+- **External documentation:** <wiki, README, or "none">
+```
+
+::GATE:: id=specific-instructions-analytics-engineer-deep-phases-phase0-6 phase=0 kind=phase
+Read this section back to the user. Stop here — do not begin the next phase or output any further content. Wait for the user to explicitly confirm before proceeding. Do not interpret silence or partial agreement as confirmation.
+::ENDGATE::
+
+---
+
+## Deep Phase 7 — Build
+
+**Context checkpoint:** Before building, prompt the user:
+
+"Planning's confirmed — good moment to run `/compact` or `/clear` before we start
+executing. I'll be working from project-specs.md from here. Say the word when
+you're ready."
+
+Wait for any signal from the user before beginning build steps.
+
+**Knowledge re-check:** Follow `.claude/agents/specific_instructions/shared/knowledge_checkpoint.md` before building.
+
+Build in this order:
+1. Source definitions (sources.yml updates)
+2. Staging models
+3. Intermediate models
+4. Mart models
+5. Snapshot models (if SCD Type 2)
+6. Schema files with tests and documentation
+7. Singular test files
+
+For each model:
+- **Join path trace (models with joins):** Before writing SQL for any model that
+  joins tables, trace the join path following
+  `.claude/agents/specific_instructions/shared/join_path_protocol.md`. Compare the
+  predicted output grain against the grain confirmed in Phase 3. If they diverge,
+  fix the design before writing SQL.
+- Write the SQL (CTEs from source to final; use parameterized model references — never hardcoded table names)
+- Write the schema file (model description, column descriptions, all required tests)
+- Run the stack's build/validate command (e.g., `dbt build --select +model_name`) — fix any failures before next model
+- Do not advance to the next model until the current one is green
+- **If UI-Aware Mode is active**: after each model passes validation, re-push the DAG with the completed model highlighted. Use the same `--panel-id` from Phase 4 (e.g., `dag-<project_name>`) so it updates in place. Apply a Mermaid `style` to mark green models (e.g., `style stg_orders fill:#1a3a1a,stroke:#2a6a2a,color:#60a060`)
+- **Post-build validation (per model, after `dbt build` passes):** Run the
+  applicable checks below using `dbt show` or the warehouse CLI. If any check
+  fails, halt and diagnose before advancing to the next model. In a contract-first
+  / no-data environment (Phase 2 Data sufficiency: Insufficient), skip validation
+  queries and note "THEORETICAL — no data to validate" in the build log.
+
+  1. **Grain validation** (every model with a stated PK):
+     ```sql
+     select count(*) as total_rows, count(distinct <pk_columns>) as distinct_pks
+     from <model>
+     -- FAIL if total_rows != distinct_pks
+     ```
+  2. **Join fan-out verification** (models with joins — Tier 2+ from
+     `join_path_protocol.md`):
+     ```sql
+     select 'before_join' as stage, count(*) as row_count from <left_model>
+     union all
+     select 'after_join', count(*)
+     from <left_model> join <right_model> on <join_condition>
+     -- FAIL if after > before and diverges from predicted fan-out in Phase 3
+     ```
+  3. **PK/FK null check** (mart and fact models):
+     ```sql
+     select '<column>' as col, count(*) as total,
+       count(<column>) as non_null,
+       round(100.0 * (count(*) - count(<column>)) / nullif(count(*), 0), 2) as null_pct
+     from <model>
+     -- FAIL if PK has any nulls; WARN if FK null_pct > 5%
+     ```
+  4. **Sample output inspection** (every model):
+     `dbt show --select <model> --limit 5` — visually confirm column names,
+     types, and values look correct before moving on.
+
+  Scale to model importance: staging models need only grain + sample; intermediate
+  models add fan-out checks if they contain joins; mart/fact models get the full
+  suite.
+
+**SQL template for staging model** (adapt reference syntax to your stack):
+```sql
+with source as (
+    select * from <source_ref('schema', 'table')>
+    -- e.g., {{ source('schema', 'table') }} in dbt
+),
+
+renamed as (
+    select
+        -- primary key
+        <source_pk_col>     as <entity_id>,
+
+        -- attributes
+        <col_a>             as <standardized_name>,
+        <col_b>::<type>     as <standardized_name>,
+
+        -- metadata
+        _loaded_at
+    from source
+)
+
+select * from renamed
+```
+
+**SQL template for intermediate model** (adapt reference syntax to your stack):
+```sql
+with <left_model> as (
+    select * from <model_ref('stg_or_int_model')>
+    -- e.g., {{ ref('model') }} in dbt
+),
+
+<right_model> as (
+    select * from <model_ref('stg_or_int_model')>
+),
+
+joined as (
+    select
+        -- grain: one row per <statement>
+        <surrogate_key(col_a, col_b)> as <model>_id,
+        -- e.g., {{ dbt_utils.generate_surrogate_key(['col_a', 'col_b']) }} in dbt
+
+        -- dimensions
+        l.<col>,
+        r.<col>,
+
+        -- measures
+        l.<measure_col>
+    from <left_model> as l
+    left join <right_model> as r
+        on l.<join_key> = r.<join_key>
+),
+
+final as (
+    select * from joined
+)
+
+select * from final
+```
+
+**SQL template for mart model** (adapt reference syntax to your stack):
+```sql
+with <source_model> as (
+    select * from <model_ref('int_model')>
+),
+
+<dimension_model> as (
+    select * from <model_ref('dim_model')>
+),
+
+-- <add any other CTEs needed>
+
+final as (
+    select
+        -- grain: one row per <statement>
+        <surrogate_key(col_a, col_b)> as <mart>_id,
+
+        -- dimensions
+        s.<dim_col>,
+        d.<dim_col>,
+
+        -- measures
+        s.<measure_col>,
+
+        -- metadata
+        current_timestamp as _updated_at
+    from <source_model> as s
+    left join <dimension_model> as d
+        on s.<fk_col> = d.<pk_col>
+)
+
+select * from final
+```
+
+### Document Deep Phase 7
+
+```markdown
+---
+
+## Deep Phase 7: Build Log (Analytics Engineer)
+- **Files created:**
+  - <file path>: <description>
+- **Files modified:**
+  - <file path>: <what changed>
+- **Build validation:**
+  - Build result: Pass | Fail — <details>
+  - Tests passing: <N> / <N>
+- **Post-build validation:**
+  | Model | Grain Check | Fan-Out Check | PK/FK Nulls | Sample OK | Notes |
+  |-------|-------------|---------------|-------------|-----------|-------|
+  | <model> | PASS / FAIL | PASS / FAIL / N/A | PASS / WARN / FAIL | Yes / No | <details or "clean"> |
+  - (or "THEORETICAL — no data to validate" if contract-first design)
+- **Deviations from design:** <changes from Phases 4-6 and why, or "none">
+- **Performance notes:** <run time, row counts, anything notable>
+```
+
+::GATE:: id=specific-instructions-analytics-engineer-deep-phases-phase0-7 phase=0 kind=phase
+Read this section back to the user. Stop here — do not begin the next phase or output any further content. Wait for the user to explicitly confirm before proceeding. Do not interpret silence or partial agreement as confirmation.
+::ENDGATE::
+
+---
+
+## Deep Phase 8 — Peer Review and Handoff
+
+**Before finalizing**, invoke peer reviews in parallel, then Syn for sign-off.
+
+**If Phase 1 documented "Downstream consumer: Dashboard (BI Engineer)"**, invoke four peer reviews in parallel — Data Analyst, Data Modeller, Data Engineer, and BI Engineer. Otherwise, invoke three (Data Analyst, Data Modeller, Data Engineer).
+
+Tell the user: "Sending this out for peer review before we call it done. Checking with the Data Analyst, Data Modeller, and Data Engineer in parallel..." (add "and BI Engineer" if applicable).
+
+Invoke all applicable reviews in parallel:
+
+```
+Task(
+  subagent_type="data-analyst",
+  description="Business requirements review for [project] mart",
+  prompt="I am the Analytics Engineer shard. I've built the [mart_name] mart for
+  project [project_name]. The project-specs.md is at [file_path].
+
+  Please review and return:
+  1. Does the mart answer the business questions stated in Phase 1? List each
+     question and whether the mart supports it.
+  2. Is the grain ([grain_statement]) usable for the analyst queries that will
+     run against this mart? Is the grain too fine, too coarse, or correct?
+  3. Are there any missing metrics, calculated fields, or dimensions that analysts
+     will immediately need and that are not present?
+  4. Any naming or column conventions that don't match what analysts expect from
+     this project?
+
+  Keep your response focused on business requirements alignment and analyst usability —
+  not implementation details."
+)
+```
+
+```
+Task(
+  subagent_type="data-modeller",
+  description="Grain and entity conformance review for [project] mart",
+  prompt="I am the Analytics Engineer shard. I've built the [mart_name] mart for
+  project [project_name]. The project-specs.md is at [file_path].
+
+  Please review and return:
+  REVIEW mode — run the full validation suite:
+  1. Does the implemented mart match the designed grain from Phase 3?
+     Run a PK uniqueness check on [pk_column] in [mart_model].
+  2. Do the FK relationships hold? Run null checks on [fk_columns].
+  3. Are there any join fan-out issues? Check [specific joins flagged in Phase 3].
+  4. Does the mart conform with other marts in the project? Are there
+     entity conformance issues?
+
+  Return in the standard Data Model Review format."
+)
+```
+
+```
+Task(
+  subagent_type="data-engineer",
+  description="Staging and infrastructure review for [project] mart",
+  prompt="I am the Analytics Engineer shard. I've built the [mart_name] mart for
+  project [project_name]. The project-specs.md is at [file_path].
+
+  Please review and return:
+  1. Are the staging models used by this mart correctly defined? Are there any
+     staging layer issues I've inherited?
+  2. Are the freshness configs sufficient for the mart's refresh cadence requirement
+     ([cadence from Phase 1])?
+  3. Is the incremental strategy appropriate for the expected data volume and
+     query patterns?
+  4. Any pipeline concerns I should flag to the user before we ship this?
+
+  Keep your response focused on staging soundness and infrastructure fit — not
+  the transformation logic itself."
+)
+```
+
+**BI Engineer mart-usability review (only if Phase 1 downstream consumer is "Dashboard (BI Engineer)"):**
+
+```
+Task(
+  subagent_type="bi-engineer",
+  description="Mart usability review for dashboard consumption — [project]",
+  prompt="I am the Analytics Engineer shard. I've built [mart_name] for project [project_name].
+  Grain: [grain statement from Phase 3].
+  Key columns: [column list from Phase 4 model design].
+  Business questions it answers: [from Phase 1].
+  Dashboard consumer: [from Phase 1].
+
+  Please review from a dashboard design perspective:
+  1. Is this grain appropriate for the dashboard queries this mart is meant to support?
+  2. Are the measure columns pre-aggregated at the right level, or will the dashboard
+     need to re-aggregate in ways that create performance or accuracy risk?
+  3. Is there a date dimension / date spine suitable for time-series charts?
+  4. Are there cardinality concerns in the dimension columns (too many values for
+     filter dropdowns)?
+  5. Any column naming or structure concerns that would complicate chart building?
+
+  Keep the review brief and actionable. Return verdict: Suitable | Concerns | Redesign."
+)
+```
+
+Apply the Reviewer Verdict Protocol independently for each reviewer (see shared protocol — `data-analyst`, `data-modeller`, `data-engineer`, `bi-engineer` rows). Address all Halt-tier verdicts before invoking Syn.
+
+**Then invoke Syn for final sign-off:**
+
+Tell the user: "I'm asking Syn to review the full project specs before we ship this..."
+
+```
+Task(
+  subagent_type="syn",
+  description="Final review of analytics engineering specs",
+  prompt="I am the Analytics Engineer shard. I've completed all phases for project
+  [project_name]. Please review the project-specs.md at [file_path] and provide
+  your final review verdict. Peer reviews from Data Analyst, Data Modeller, and
+  Data Engineer are appended to the specs."
+)
+```
+
+Append Syn's review to specs. Present to user.
+
+If Syn's review includes a "Code Review" section with `Code artifacts found: Yes`:
+- Tell the user: "Syn spotted [N] code file(s) it can review. Want a code pass? (y/n)"
+- If yes, invoke:
+
+```
+Task(
+  subagent_type="syn",
+  description="Code review for analytics engineering project",
+  prompt="CODE REVIEW MODE. I am the Analytics Engineer shard. Project: [project_name].
+  Directory: [project_dir]. Please review and fix the code artifacts produced in
+  this project. The project-specs.md is at [file_path] for context."
+)
+```
+
+Append Syn's code review summary to the specs. Present findings to user.
+
+Then:
+1. Run the full DAG using the stack's build command
+2. Spot-check final mart output (row count, spot-check key metrics)
+3. Summarize in 3-5 bullet points
+4. List all files created/modified
+5. Flag limitations and follow-ups
+
+6. **BI dashboard handoff:** See `.claude/agents/specific_instructions/analytics_engineer/bi_engineer_handoff.md` for the full handoff instructions. Note: if Phase 1 documented "Downstream consumer: Dashboard (BI Engineer)", write the handoff file automatically without asking — it is the expected default, not optional.
+
+7. **Data Analyst handoff:** See `.claude/agents/specific_instructions/analytics_engineer/data_analyst_handoff.md` for the full handoff instructions. Note: if Phase 1 documented "Downstream consumer: Direct analyst queries (Data Analyst)", write the handoff file automatically without asking — it is the expected default, not optional.
+
+**Knowledge harvest.** Before closing, extract reusable knowledge from this project.
+Read `.claude/agents/specific_instructions/shared/knowledge_harvest.md` and follow
+the protocol. Present candidates to the user for confirmation before writing.
+
+### Document Deep Phase 8
+
+```markdown
+---
+
+## Deep Phase 8: Peer Review and Handoff (Analytics Engineer)
+- **Data Analyst review:** <summary of findings>
+  - Verdict: Aligned | Concerns raised
+  - Tier: Proceed | Proceed with caveats
+  - Business requirements met: Yes | Partially | No — <gaps>
+  - Grain usability: Correct | Too fine | Too coarse — <notes>
+  - Missing elements: <list or "none">
+  - Reviewer resolution: Approved | User override — <rationale>
+- **Data Modeller review:** <summary of validation results>
+  - Verdict: Sound | Concerns | Revise
+  - Tier: Proceed | Proceed with caveats | Halt
+  - Grain validation: PASS | FAIL — <details>
+  - FK null checks: PASS | FAIL — <details>
+  - Conformance: Sound | Issues — <details>
+  - Reviewer resolution: Approved | Approved on resubmit | User override — <rationale> | Project stopped
+- **Data Engineer review:** <summary of findings>
+  - Verdict: Sound | Concerns
+  - Tier: Proceed | Proceed with caveats
+  - Staging soundness: Sound | Concerns — <details>
+  - Freshness configs: Sufficient | Insufficient — <details>
+  - Incremental strategy: Appropriate | Concerns — <details>
+  - Reviewer resolution: Approved | User override — <rationale>
+- **BI Engineer mart-usability review:** Not applicable — downstream consumer is not a BI dashboard | <summary of findings>
+  - Verdict: Suitable | Concerns | Redesign
+  - Date spine: Present | Missing — <notes>
+  - Aggregation level: Appropriate | Too fine | Too coarse — <notes>
+  - Dimension cardinality: OK | High-cardinality concerns — <details>
+  - Reviewer resolution: Approved | User override — <rationale>
+- **Syn Review:** <included above>
+- **Peer review issues addressed:**
+  - <issue and fix, or "none — all reviews clean">
+- **End-to-end validation:** Pass | Fail — <details>
+- **Spot-check results:** <mart row count, key metric spot-check>
+- **Summary:**
+  1. <plain-language description>
+  2. <plain-language description>
+  3. <plain-language description>
+- **All files created/modified:**
+  - <file path>
+- **Known limitations:**
+  - <limitation>
+- **Follow-up actions:**
+  - <consumer walkthrough, downstream consumer notification, metrics layer, etc.>
+- **Original request fulfilled:** Yes | Partially | No — <explanation>
+- **BI dashboard handoff:** Yes (auto — BI downstream consumer) — data_models/<project_name>/bi_engineer_handoff.md | Yes (user requested) — data_models/<project_name>/bi_engineer_handoff.md | No — user declined | Not applicable — downstream consumer is not a BI dashboard
+- **DA handoff:** Yes (auto — Data Analyst downstream consumer) — data_models/<project_name>/data_analyst_handoff.md | Yes (user requested) — data_models/<project_name>/data_analyst_handoff.md | No — user declined | Not applicable — downstream consumer is not a Data Analyst
+- **Knowledge harvested:**
+  - <title> → .shards/knowledge/<type>/<filename>.md
+  - Or: None — project did not produce reusable knowledge
+- **Status:** Complete
+```
+
+Update specs header status to `Complete`.
+
+::GATE:: id=specific-instructions-analytics-engineer-deep-phases-phase0-8 phase=0 kind=final
+Read this final section back to the user. Stop here — wait for the user to explicitly confirm the project is closed before wrapping up.
+::ENDGATE::
+
+---