@proflandrigan/shards 1.1.0

package/src/agents/specific_instructions/data_modeller/phases_deep/phase-2.md

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+> **Previous:** phase-1.md confirmed
+> **Next:** phase-3.md (read only after this phase's gate is confirmed)
+
+---
+
+## Deep Phase 2 — Entity Discovery
+
+Goal: Identify core entities, their grain, and natural keys.
+
+Ask about:
+- Core entities in this domain?
+- What uniquely identifies each entity? (natural key)
+- What is the grain — one row per what?
+- Slowly changing dimensions?
+- Events (facts) vs. things (dimensions)?
+
+Inspect existing project for overlapping models, conformed dimensions, naming collisions.
+Present entity inventory as a table.
+
+### Cross-Agent Consultation — Entity Validation
+
+Before documenting, consult two shards to pressure-test the entity list.
+
+Tell the user: "Checking in with the Data Analyst and Data Engineer before we lock
+these entities down..."
+
+Invoke both in parallel:
+
+```
+Task(
+  subagent_type="data-analyst",
+  description="Analytical requirements for [domain] schema entities",
+  prompt="I am the Data Modeller shard designing a new schema for [domain].
+  I've identified the following candidate entities:
+  [paste entity inventory table from above]
+
+  Phase 1 business context:
+  - Domain: [domain]
+  - Consumers: [consumers from Phase 1]
+  - Key questions this schema must answer: [questions from Phase 1]
+
+  Please explore and return:
+  1. What analytical queries will analysts run most often against these entities?
+  2. Is the proposed grain correct for those queries, or does analysis typically
+     require a finer or coarser grain?
+  3. Are there any attributes or calculated fields analysts always need that
+     suggest additional entities or columns I should plan for?
+  4. Any join patterns or aggregation patterns I should design the relationships
+     around?
+
+  Keep your response focused on analytical requirements — not implementation."
+)
+```
+
+```
+Task(
+  subagent_type="data-engineer",
+  description="Source data feasibility for [domain] schema entities",
+  prompt="I am the Data Modeller shard designing a new schema for [domain].
+  I've identified the following candidate entities:
+  [paste entity inventory table from above]
+
+  Phase 1 business context:
+  - Domain: [domain]
+  - Source of truth system: [source system from Phase 1]
+  - Consumers: [consumers from Phase 1]
+
+  Please explore and return:
+  1. Which source systems or raw tables can supply data for each entity?
+  2. Are there existing staging or intermediate models I can build on?
+  3. What is the expected data volume and freshness for each entity's source?
+  4. Any pipeline constraints (incremental complexity, SCD handling, join
+     fan-out at source) that should influence how I define entity grain or keys?
+  5. Any source data quality issues I should factor into the entity design?
+
+  Keep your response focused on source feasibility and pipeline constraints —
+  not the logical model design itself."
+)
+```
+
+After both return, summarize their key findings in 3-5 bullets and ask the user
+if any findings require revisions to the entity list before documenting.
+
+### Document Deep Phase 2
+
+```markdown
+---
+
+## Deep Phase 2: Entity Discovery (Data Modeller)
+- **Entities identified:**
+  | Entity | Type | Natural Key | Grain | SCD? |
+  |--------|------|-------------|-------|------|
+  | <name> | Dimension | <key> | one per <x> | No |
+  | <name> | Fact | <key> | one per <x> per <y> | N/A |
+- **Existing models that overlap:**
+  - <model>: <how it overlaps>
+- **Conformed dimensions available:** <list or "none">
+- **Naming collisions or conflicts:** <list or "none">
+- **Cross-agent consultation findings:**
+  - Data Analyst: <key analytical requirements or grain feedback>
+  - Data Engineer: <source feasibility findings or pipeline constraints>
+  - **Entity list revised:** Yes / No — <if yes, what changed>
+```
+
+::GATE:: id=data-modeller-deep-phase-2 phase=2 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::
+
+---
+
+## When this gate is confirmed
+
+Read `.claude/agents/specific_instructions/data_modeller/phases_deep/phase-3.md` in full and follow its instructions starting from Deep Phase 3.

package/src/agents/specific_instructions/data_modeller/phases_deep/phase-3.md

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+> **Previous:** phase-2.md confirmed
+> **Next:** phase-4.md (read only after this phase's gate is confirmed)
+
+---
+
+## Deep Phase 3 — Relationship Mapping
+
+Goal: Define how entities relate to each other.
+
+For each relationship: two entities, cardinality, optionality, join key(s), FK direction.
+
+Ask about:
+- Many-to-many relationships needing bridge tables?
+- Self-referential relationships?
+- Time-dependent relationships?
+
+Present the full relationship map as a text diagram.
+
+### Document Deep Phase 3
+
+```markdown
+---
+
+## Deep Phase 3: Relationship Mapping (Data Modeller)
+- **Relationships:**
+  | From | To | Cardinality | Optionality | Join Key | Notes |
+  |------|----|-------------|-------------|----------|-------|
+  | <entity> | <entity> | 1:M | Required | <key> | |
+- **Bridge tables needed:**
+  - <bridge entity>: resolves <entity> ↔ <entity> M:M
+- **Time-dependent relationships:**
+  - <description or "none">
+- **Relationship diagram:**
+  ```
+  <text diagram>
+  ```
+```
+
+::GATE:: id=data-modeller-deep-phase-3 phase=3 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::
+
+---
+
+## When this gate is confirmed
+
+Read `.claude/agents/specific_instructions/data_modeller/phases_deep/phase-4.md` in full and follow its instructions starting from Deep Phase 4.

package/src/agents/specific_instructions/data_modeller/phases_deep/phase-4.md

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+> **Previous:** phase-3.md confirmed
+> **Next:** phase-5.md (read only after this phase's gate is confirmed)
+
+---
+
+## Deep Phase 4 — Column Specification
+
+Goal: Define columns for each entity.
+
+For each entity: PK and generation strategy, FK columns, attributes (name, type,
+nullable, definition), derived/computed columns, timestamp columns.
+
+Ask about:
+- Naming conventions? (_id, _at, is_)
+- Standard columns on every model? (_loaded_at, _source_system)
+- Enums or constrained value sets?
+
+### Document Deep Phase 4
+
+```markdown
+---
+
+## Deep Phase 4: Column Specification (Data Modeller)
+- **Naming conventions:**
+  - Keys: <convention>
+  - Timestamps: <convention>
+  - Booleans: <convention>
+  - Standard columns: <list or "none">
+- **Entity columns:**
+
+### <Entity Name>
+| Column | Type | Nullable | Key | Description |
+|--------|------|----------|-----|-------------|
+| <col> | <type> | No | PK | <description> |
+| <col> | <type> | No | FK → <entity> | <description> |
+
+- **Enums / constrained values:**
+  - <column>: <valid values>
+- **Derived columns:**
+  - <column>: <computation logic>
+```
+
+::GATE:: id=data-modeller-deep-phase-4 phase=4 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::
+
+---
+
+## When this gate is confirmed
+
+Read `.claude/agents/specific_instructions/data_modeller/phases_deep/phase-5.md` in full and follow its instructions starting from Deep Phase 5.

package/src/agents/specific_instructions/data_modeller/phases_deep/phase-5.md

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+> **Previous:** phase-4.md confirmed
+> **Next:** phase-6.md (read only after this phase's gate is confirmed)
+
+---
+
+## Deep Phase 5 — Physical Design Decisions
+
+Goal: Map logical model to dbt implementation decisions.
+
+For each entity: dbt layer, materialization, incremental strategy (if applicable),
+SCD approach, model file naming.
+
+Ask about:
+- Expected row counts and growth rate
+- Query patterns (dashboards, ad-hoc, downstream models)
+- Performance constraints
+
+### Document Deep Phase 5
+
+```markdown
+---
+
+## Deep Phase 5: Physical Design (Data Modeller)
+- **Logical → physical mapping:**
+  | Entity | dbt Model Name | Layer | Materialization | Notes |
+  |--------|---------------|-------|-----------------|-------|
+  | <entity> | <name> | mart | table | |
+- **Incremental configs (if applicable):**
+  - <model>: unique_key=<col>, strategy=<merge|delete+insert|append>
+- **SCD handling:**
+  - <model>: <snapshot strategy or "N/A">
+- **Expected scale:**
+  - <model>: ~<N> rows, growing ~<N>/day
+- **Performance constraints:** <SLA or "none">
+```
+
+::GATE:: id=data-modeller-deep-phase-5 phase=5 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::
+
+---
+
+## When this gate is confirmed
+
+Read `.claude/agents/specific_instructions/data_modeller/phases_deep/phase-6.md` in full and follow its instructions starting from Deep Phase 6.

package/src/agents/specific_instructions/data_modeller/phases_deep/phase-6.md

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+> **Previous:** phase-5.md confirmed
+> **Next:** phase-7.md (read only after this phase's gate is confirmed)
+
+---
+
+## Deep Phase 6 — Build
+
+**Context checkpoint:** Before building, prompt the user:
+
+"Planning's locked — 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
+2. Staging models
+3. Intermediate models
+4. Mart / dimension / fact models
+5. Schema files with tests and docs
+6. Snapshots for SCD Type 2
+
+For each model: write SQL, write .yml schema, run `dbt build --select +model_name`,
+fix failures before next model.
+
+**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, skip validation queries and note "THEORETICAL — no data
+to validate" in the build log.
+
+> **Auto-verify mode**: this is a bulk read-only verification stretch — the
+> kind that otherwise spams permission prompts. Open `::AUTO-VERIFY:: agent=data-modeller phase=6 tool_budget=<N> ttl_minutes=<N>`
+> at the start of the post-build sweep and `::ENDAUTO::` at the end. The hook
+> auto-approves `dbt show`, `dbt ls`, and SELECT-only warehouse-CLI queries while
+> the block is open; `dbt build` and any write still prompt as normal. See
+> `specific_instructions/shared/auto_verify_mode.md`.
+
+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
+   ```
+3. **PK/FK null check** (dimension 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; dimension/fact
+models get the full suite.
+
+### Document Deep Phase 6
+
+```markdown
+---
+
+## Deep Phase 6: Build Log (Data Modeller)
+- **Files created:**
+  - <file path>: <brief description>
+- **Files modified:**
+  - <file path>: <what changed>
+- **Build validation:**
+  - `dbt 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 earlier phases and why, or "none">
+- **Entity-relationship diagram (final):**
+  ```
+  <updated text diagram>
+  ```
+```
+
+::GATE:: id=data-modeller-deep-phase-6 phase=6 kind=phase validates=data_modeller
+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::
+
+---
+
+## When this gate is confirmed
+
+Read `.claude/agents/specific_instructions/data_modeller/phases_deep/phase-7.md` in full and follow its instructions starting from Deep Phase 7.

package/src/agents/specific_instructions/data_modeller/phases_deep/phase-7.md

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+> **Previous:** phase-6.md confirmed
+> **Next:** This is the final phase — follow the Syn sign-off instructions in this phase to close the project.
+
+---
+
+## Deep Phase 7 — Review and Handoff
+
+**Before finalizing**, invoke Syn for a final review:
+
+Tell the user: "I'm asking Syn to review the full project specs before we close this out..."
+
+```
+Task(
+  subagent_type="syn",
+  description="Final review of data model specs",
+  prompt="I am the Data Modeller 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. Check for gaps, consistency, and completeness."
+)
+```
+
+Append Syn's review to the specs. Present it to the 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 and fix for data model",
+  prompt="CODE REVIEW MODE. I am the Data Modeller 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.
+
+**Analytics Engineer handoff (conditional):**
+
+After presenting the completed logical model, ask:
+"The logical data model is complete. Would you like to hand this off to the
+Analytics Engineer to build the physical dbt implementation (staging models,
+intermediate transforms, mart SQL, tests, and documentation)?
+
+- (a) Yes — I'll invoke the Analytics Engineer with a full handoff.
+- (b) No — the logical model is the deliverable."
+
+If user says (a), invoke:
+
+```
+Task(
+  subagent_type="analytics-engineer",
+  description="Physical dbt implementation of logical model: [project_name]",
+  prompt="I am the Data Modeller shard. I have completed the logical data model
+  for project [project_name] and need physical dbt implementation.
+
+  Model specs: data_models/<project_name>/project-specs.md
+
+  Summary:
+  - Entities modeled: <entity list from Phase 3>
+  - Source tables: <source list from Phase 1>
+  - Grain definitions: <from Phase 2>
+  - Key relationships: <from Phase 3>
+  - Proposed mart structure: <from Phase 4>
+
+  Please implement:
+  1. Staging models for each source
+  2. Intermediate transforms as needed
+  3. Mart models matching the logical model's entity grain
+  4. dbt schema tests (uniqueness, not-null, accepted values, relationships)
+  5. Column-level documentation
+
+  Please read data_models/<project_name>/project-specs.md for full context and the
+  complete ER diagram."
+)
+```
+
+Document the outcome in Phase 7 specs.
+
+Then:
+1. Run full DAG validation
+2. Spot-check entity relationships
+3. Validate grain (uniqueness tests pass)
+4. Summarize in 3-5 bullet points
+5. Present final ER diagram
+6. List all files created/modified
+7. Flag limitations and future work
+8. Ask if consumer needs a handoff artifact
+
+**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 7
+
+```markdown
+---
+
+## Deep Phase 7: Review and Handoff (Data Modeller)
+- **Syn Review:** <included above>
+- **End-to-end validation:** Pass | Fail — <details>
+- **Grain validation:** All PKs unique — Yes | No
+- **Relationship validation:** Join row counts as expected — Yes | No
+- **Summary:**
+  1. <plain-language description>
+  2. <plain-language description>
+  3. <plain-language description>
+- **Final ER diagram:**
+  ```
+  <text diagram>
+  ```
+- **All files created/modified:**
+  - <file path>
+- **Known limitations:**
+  - <limitation>
+- **Analytics Engineer handoff:** Not requested | Invoked — <handoff summary>
+- **Original request fulfilled:** Yes | Partially | No — <explanation>
+- **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=data-modeller-deep-phase-7 phase=7 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::
+
+---
+
+## When this gate is confirmed
+
+This is the final phase. Once Syn returns APPROVED sign-off, the project is complete. Do not read further files.

package/src/agents/specific_instructions/data_modeller/phases_quick/index.md

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+# Data Modeller — Quick Track Phase Journey
+
+You will work through these phases sequentially. Each phase is in its own file
+under this directory. **Only read the next phase's file after the previous
+phase's gate has been confirmed by the user.** Do not pre-read ahead.
+
+## Phases (Quick Track)
+
+| # | File       | Goal                                                            | Gated |
+|---|------------|-----------------------------------------------------------------|-------|
+| 1 | phase-1.md | Scope the change — affected tables, blast radius                 | yes   |
+| 2 | phase-2.md | Implement and validate                                           | final |
+
+## How to proceed
+
+1. You are now oriented. Do not read phase files beyond the current one.
+2. Start Quick Phase 1 now: Read `phase-1.md` in full and follow its instructions.
+3. When a phase's gate is confirmed, that phase's file will tell you which file to read next.
+4. If the Quick track escalates to Deep, load the phases_deep/ directory.

package/src/agents/specific_instructions/data_modeller/phases_quick/phase-1.md

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+> **Previous:** This is the first phase of the Data Modeller Quick Track.
+> **Next:** phase-2.md (read only after this phase's gate is confirmed)
+
+---
+
+## Quick Phase 1 — Scope the Change
+
+Ask about:
+- Which model(s) and column(s) are affected?
+- Current state vs. desired state?
+- Downstream dependencies?
+- **What should still be true after this change?** Ask for specific regression checks / invariants the user expects to hold once the change lands (e.g. "key uniqueness preserved", "no new nulls in `order_id`", "cardinality to `customers` unchanged").
+
+Then:
+1. Read the model file and its .yml schema
+2. Trace downstream dependencies via ref()
+3. Assess blast radius
+4. Present the change plan
+
+### Document Quick Phase 1
+
+Append to project-specs.md:
+
+```markdown
+---
+
+## Quick Phase 1: Change Scope (Data Modeller)
+- **Affected model(s):** <model name(s) and file path(s)>
+- **Current state:** <what exists now>
+- **Desired state:** <what should exist after>
+- **Downstream dependencies:** <models that reference affected columns>
+- **Blast radius:** Isolated | Minor (<3 models) | Significant (3+)
+- **Change plan:**
+  - <file>: <what changes>
+- **Acceptance criteria (must hold after change):**
+  - <criterion 1>
+```
+
+::GATE:: id=data-modeller-quick-phase-1 phase=1 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::
+
+---
+
+## When this gate is confirmed
+
+Read `.claude/agents/specific_instructions/data_modeller/phases_quick/phase-2.md` in full and follow its instructions starting from Quick Phase 2.

package/src/agents/specific_instructions/data_modeller/phases_quick/phase-2.md

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+> **Previous:** phase-1.md confirmed
+> **Next:** This is the final phase of the Quick Track — follow the escalation rules if scope grew, otherwise close the project.
+
+---
+
+## Quick Phase 2 — Implement and Validate
+
+**Context checkpoint:** Before building, prompt the user:
+
+"Planning's locked — 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.
+
+1. Implement the change in model SQL and .yml schema
+2. Update any downstream models that reference changed columns
+3. Run `dbt build --select +model_name+` to validate
+4. **Post-build validation:** After the build passes, run grain validation
+   (`count(*) vs count(distinct pk)`) on each changed model. For models with
+   joins, run the fan-out check from `join_path_protocol.md` Tier 2+. Run
+   `dbt show --select <model> --limit 5` to confirm output looks right.
+   If any check fails, fix before proceeding. Skip if no-data environment.
+   **Auto-verify:** if 3+ models are being validated, open
+   `::AUTO-VERIFY:: agent=data-modeller phase=2` before the sweep and
+   `::ENDAUTO::` after. See `specific_instructions/shared/auto_verify_mode.md`.
+5. Summarize what changed
+
+**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 Quick Phase 2
+
+Append to project-specs.md:
+
+```markdown
+---
+
+## Quick Phase 2: Implementation (Data Modeller)
+- **Files changed:**
+  - <file path>: <what changed>
+- **Downstream updates:** <files updated or "none needed">
+- **Validation result:** Pass | Fail — <details>
+- **Post-build validation:** PASS | FAIL | SKIPPED (no data) — <details>
+- **Follow-up needed:** Yes / No — <if yes, describe>
+- **Knowledge harvested:**
+  - <title> → .shards/knowledge/<type>/<filename>.md
+  - Or: None — project did not produce reusable knowledge
+- **Status:** Complete
+```
+
+Update the specs header status to `Complete`.
+
+::GATE:: id=data-modeller-quick-phase-2 phase=2 kind=final
+Read this section back to the user. Stop here — wait for the user to explicitly confirm the change is correct before wrapping up.
+::ENDGATE::
+
+---
+
+## When this gate is confirmed
+
+This is the final phase of the Quick Track. If escalation to Deep Track is required, read `.claude/agents/specific_instructions/data_modeller/phases_deep/index.md` and continue from there. Otherwise, the project is complete.