@rubytech/create-maxy-code 0.1.62 → 0.1.64

package/payload/premium-plugins/real-agent/plugins/listings/PLUGIN.md

@@ -1,6 +1,6 @@
 ---
 name: real-agent-listings
-description: "Valuation prep and new-instruction onboarding for UK residential sales agents. Includes the valuation-prep master plus four building blocks (comparable-finder, local-market-stats, pricing-scenario-builder, talk-track-composer) and the new-instruction master plus its six building blocks (terms-of-business-drafter, epc-checker, supplier-booker, listing-copy-writer, particulars-builder, portal-launch-scheduler). Also retains the existing listing-presentation, property-marketing, and home-preparation skills."
+description: "Valuation prep and new-instruction onboarding for UK residential sales agents. Includes the valuation-prep master plus four building blocks (comparable-finder, local-market-stats, pricing-scenario-builder, talk-track-composer) and the new-instruction master plus its five building blocks (terms-of-business-drafter, supplier-booker, listing-copy-writer, particulars-builder, portal-launch-scheduler). Also retains the existing listing-presentation, property-marketing, and home-preparation skills."
 tools: []
 skills:
   - skills/valuation-prep/SKILL.md
@@ -10,7 +10,6 @@ skills:
   - skills/talk-track-composer/SKILL.md
   - skills/new-instruction/SKILL.md
   - skills/terms-of-business-drafter/SKILL.md
-  - skills/epc-checker/SKILL.md
   - skills/supplier-booker/SKILL.md
   - skills/listing-copy-writer/SKILL.md
   - skills/particulars-builder/SKILL.md
@@ -80,7 +79,6 @@ The user is preparing for a valuation or market appraisal, has just won an instr
 | `talk-track-composer` | valuer | Drafts vendor questions, objections, USP |
 | `new-instruction` | valuer then negotiator | Master workflow: terms to portal in 72 hours |
 | `terms-of-business-drafter` | compliance | Populates the agency template and stages DocuSign |
-| `epc-checker` | valuer | EPC register lookup and order staging |
 | `supplier-booker` | negotiator | Photographer and floorplan bookings |
 | `listing-copy-writer` | negotiator | Portal-optimised descriptions, material info |
 | `particulars-builder` | negotiator (chains into Maxy `content-producer` for PDF render) | Property brochure |

package/payload/premium-plugins/real-agent/plugins/listings/skills/new-instruction/SKILL.md

@@ -1,11 +1,11 @@
 ---
 name: new-instruction
-description: "Run the post-win onboarding sequence after a valuation is won. Drafts terms of business, checks the EPC, books photographer and floorplan supplier, drafts listing copy and PDF particulars, schedules portal launch, and drafts the vendor welcome. Each write action is individually gated. Triggers when the operator says 'set up <address>', 'I won <name>', 'I won the <address> val', 'instruction taken at <address>', 'get <address> on the market', 'kick off the <name> property'. Also offered proactively when the CRM marks a property as instructed."
+description: "Run the post-win onboarding sequence after a valuation is won. Drafts terms of business, books photographer and floorplan supplier, drafts listing copy and PDF particulars, schedules portal launch, and drafts the vendor welcome. Each write action is individually gated. Triggers when the operator says 'set up <address>', 'I won <name>', 'I won the <address> val', 'instruction taken at <address>', 'get <address> on the market', 'kick off the <name> property'. Also offered proactively when the CRM marks a property as instructed."
 ---
 
 # New instruction
 
-The master workflow that takes a property from "instruction won" to "on the portal" inside 72 hours. Owned jointly by the valuer (until terms are signed and the EPC is confirmed) and the negotiator (from photography onward).
+The master workflow that takes a property from "instruction won" to "on the portal" inside 72 hours. Owned jointly by the valuer (until terms are signed) and the negotiator (from photography onward).
 
 Done well, this workflow is the second-highest-value moment in the agent's week after winning the instruction itself. The speed compounds: faster on-market means more viewings in the first weekend, which is when offers happen.
 
@@ -20,7 +20,7 @@ If any input is missing, the workflow asks once and then proceeds with the rest
 
 ## Architecture principles encoded here
 
-- Read before write. The workflow opens by reading the property's CRM state, the EPC register, and the calendar. It writes nothing until the operator approves each individual stage.
+- Read before write. The workflow opens by reading the property's CRM state and the calendar. It writes nothing until the operator approves each individual stage.
 - Stage, don't send. Every write action is staged, not fired. Eight gates in total, each individually approved.
 - One screen of output. The sequenced checklist is one screen even when every item is staged. Each item collapses to a status line.
 - Cite the source. Every populated field in the terms of business, the listing copy, and the particulars traces to a CRM record, a profile entry, or a connector read.
@@ -29,16 +29,15 @@ If any input is missing, the workflow asks once and then proceeds with the rest
 
 ## Sequence and approval gates
 
-The workflow presents the eight steps in order. The operator can approve them one at a time, approve everything ("ship everything"), or pause and return later. State is preserved between sessions.
+The workflow presents the seven steps in order. The operator can approve them one at a time, approve everything ("ship everything"), or pause and return later. State is preserved between sessions.
 
 1. **Terms of business.** Drafted by `terms-of-business-drafter` from the agency template, populated with property, vendor, fee structure, sole or multi agency, marketing period, withdrawal fee. Staged in DocuSign with the vendor as recipient. *Gate: approve before send.*
-2. **EPC check.** `epc-checker` looks up the EPC register. If a current EPC exists, the workflow records the expiry date and moves on, no gate needed. If not, an order is staged with the agent's preferred supplier from the profile. *Gate: approve order before send if no current EPC.*
-3. **Photographer booking.** `supplier-booker` drafts a booking request to the agent's preferred photographer with the property address, vendor contact, and the agent's standard brief. *Gate: approve before send.*
-4. **Floorplan booking.** Same as photography. Combined into a single booking request if the same supplier handles both. *Gate: approve before send.*
-5. **Listing copy.** Drafted by `listing-copy-writer` in the agent's voice, length, and structure from the profile. Headline, key features bullets, full description, location paragraph. Optimised for the profile's portals. *Gate: approve before any portal upload.*
-6. **Particulars.** PDF brochure built by `particulars-builder`. The skill chains into the Maxy `content-producer` for the PDF render so the agency brand is applied consistently. Staged for the agent's review and the vendor's review before any wider distribution. *Gate: approve distribution before send.*
-7. **Portal launch schedule.** `portal-launch-scheduler` proposes the launch sequence (Rightmove premium on a Friday by default; learns). Staged, not fired. *Gate: approve schedule before any portal upload happens.*
-8. **Vendor welcome email.** Drafted by `tone-matched-drafter` explaining what happens next, what to expect, when to expect photos, who will be in touch. *Gate: approve before send.*
+2. **Photographer booking.** `supplier-booker` drafts a booking request to the agent's preferred photographer with the property address, vendor contact, and the agent's standard brief. *Gate: approve before send.*
+3. **Floorplan booking.** Same as photography. Combined into a single booking request if the same supplier handles both. *Gate: approve before send.*
+4. **Listing copy.** Drafted by `listing-copy-writer` in the agent's voice, length, and structure from the profile. Headline, key features bullets, full description, location paragraph. Optimised for the profile's portals. *Gate: approve before any portal upload.*
+5. **Particulars.** PDF brochure built by `particulars-builder`. The skill chains into the Maxy `content-producer` for the PDF render so the agency brand is applied consistently. Staged for the agent's review and the vendor's review before any wider distribution. *Gate: approve distribution before send.*
+6. **Portal launch schedule.** `portal-launch-scheduler` proposes the launch sequence (Rightmove premium on a Friday by default; learns). Staged, not fired. *Gate: approve schedule before any portal upload happens.*
+7. **Vendor welcome email.** Drafted by `tone-matched-drafter` explaining what happens next, what to expect, when to expect photos, who will be in touch. *Gate: approve before send.*
 
 ## AML and material information
 
@@ -58,7 +57,7 @@ All writes go through `profile-writer`.
 
 ## Connectors
 
-Read: CRM, EPC register, calendar, profile.
+Read: CRM, calendar, profile.
 Write: DocuSign (terms), email (vendor welcome, supplier bookings), portal upload APIs (Rightmove, Zoopla, OnTheMarket, staged only).
 
 ## Profile keys

package/payload/premium-plugins/real-agent/plugins/loop/PLUGIN.md

@@ -4,58 +4,85 @@ description: "Loop CRM integration — full read/write access to all 8 resource
 tools:
   - name: loop-key-register
     publicAllowlist: false
+    adminAllowlist: false
   - name: loop-key-deregister
     publicAllowlist: false
+    adminAllowlist: false
   - name: loop-key-list
     publicAllowlist: false
+    adminAllowlist: false
   - name: loop-people-search
     publicAllowlist: false
+    adminAllowlist: false
   - name: loop-people-detail
     publicAllowlist: false
+    adminAllowlist: false
   - name: loop-property-search
     publicAllowlist: false
+    adminAllowlist: false
   - name: loop-property-detail
     publicAllowlist: false
+    adminAllowlist: false
   - name: loop-property-listed
     publicAllowlist: false
+    adminAllowlist: false
   - name: loop-property-sold
     publicAllowlist: false
+    adminAllowlist: false
   - name: loop-property-viewing
     publicAllowlist: false
+    adminAllowlist: false
   - name: loop-property-callback
     publicAllowlist: false
+    adminAllowlist: false
   - name: loop-property-information
     publicAllowlist: false
+    adminAllowlist: false
   - name: loop-viewing-search
     publicAllowlist: false
+    adminAllowlist: false
   - name: loop-viewing-detail
     publicAllowlist: false
+    adminAllowlist: false
   - name: loop-viewing-create
     publicAllowlist: false
+    adminAllowlist: false
   - name: loop-viewing-update
     publicAllowlist: false
+    adminAllowlist: false
   - name: loop-feedback-get
     publicAllowlist: false
+    adminAllowlist: false
   - name: loop-feedback-submit
     publicAllowlist: false
+    adminAllowlist: false
   - name: loop-team-info
     publicAllowlist: false
+    adminAllowlist: false
   - name: loop-team-availability
     publicAllowlist: false
+    adminAllowlist: false
   - name: loop-marketing-match
     publicAllowlist: false
+    adminAllowlist: false
   - name: loop-marketing-match-batch
     publicAllowlist: false
+    adminAllowlist: false
   - name: loop-marketing-match-request
     publicAllowlist: false
+    adminAllowlist: false
   - name: loop-marketing-enquiry
     publicAllowlist: false
+    adminAllowlist: false
   - name: loop-auto-responder
     publicAllowlist: false
+    adminAllowlist: false
   - name: loop-customer-preferences
     publicAllowlist: false
+    adminAllowlist: false
   - name: loop-supplier
     publicAllowlist: false
+    adminAllowlist: false
 skills:
   - skills/tone-matched-drafter/SKILL.md
   - skills/priority-ranker/SKILL.md

package/payload/premium-plugins/real-agent/plugins/preval/.claude-plugin/plugin.json

@@ -1,6 +1,6 @@
 {
   "name": "real-agent-preval",
-  "description": "Single-address pre-valuation pitch pack. One full UK address in, 5-page A4 PDF out (cover · subject valuation · market context · comparables · recently with <brand>). Consumes the real-agent-property-data and real-agent-epc MCPs — no MCP tools of its own.",
+  "description": "Single-address pre-valuation pitch pack. One full UK address in, 5-page A4 PDF out (cover · subject valuation · market context · comparables · recently with <brand>). Consumes the real-agent-property-data MCP — no MCP tools of its own. EPC certificate fields (total_floor_area_m2, current_energy_rating, lodgement_date) are pasted by the operator into inputs.json before invocation.",
   "version": "0.1.0",
   "author": {
     "name": "Rubytech LLC"

package/payload/premium-plugins/real-agent/plugins/preval/PLUGIN.md

@@ -1,8 +1,12 @@
 ---
 name: real-agent-preval
-description: "Single-address pre-valuation pitch pack. One full UK address in, 5-page A4 PDF out (cover · subject valuation · market context · comparables · recently with <brand>). Consumes the real-agent-property-data and real-agent-epc MCPs — no MCP tools of its own."
+description: "Single-address pre-valuation pitch pack. One full UK address in, 5-page A4 PDF out (cover · subject valuation · market context · comparables · recently with <brand>). Consumes the real-agent-property-data MCP — no MCP tools of its own. EPC certificate fields (total_floor_area_m2, current_energy_rating, lodgement_date) are pasted by the operator into inputs.json before invocation."
 skills:
   - skills/property-preval/SKILL.md
+hooks:
+  PreToolUse:
+    - matcher: "Write|Edit|MultiEdit"
+      command: "${CLAUDE_PLUGIN_ROOT}/hooks/preval-prompt-required.sh"
 always: false
 metadata: {"platform":{"optional":true,"embed":["admin"]}}
 ---
@@ -16,20 +20,19 @@ Consumer sub-plugin. No MCP server, no new tools — only a skill (`property-pre
 A 5-page A4 PDF and the source HTML, written to `~/Documents/Maxy/preval/<postcode-compact>-<YYYY-MM-DD>/`:
 
 - **Page 1 — Cover.** Full-bleed subject hero photo with gradient scrim. Light brand wordmark top-left. Address in display-italic. Postcode chip. Four-up meta strip (Report · Address · Postcode · Generated). Lifted from the `property-market-report` cover contract.
-- **Page 2 — Subject valuation.** KPI strip (floor area, bedrooms, EPC rating, type). Valuation panel: headline range = `subject.sqft × sold £/sqft 70pc band` (Land Registry), asking £/sqft cross-check, operator adjustments (`subject.adjustments[]`) shown as a stacked list with colour-coded percentages, final indicative range pill. `subject.sqft` is required — a null value aborts the run.
+- **Page 2 — Subject valuation.** KPI strip (floor area, bedrooms, EPC rating, type). Valuation panel: headline range = `derived sqft × sold £/sqft 70pc band` (Land Registry), asking £/sqft cross-check, operator adjustments (`subject.adjustments[]`) shown as a stacked list with colour-coded percentages, final indicative range pill. Floor area is derived from `subject.total_floor_area_m2` (operator-pasted from the EPC certificate) — a null value aborts the run with `epc-certificate-not-supplied`.
 - **Page 3 — Market context.** Market summary headline + paragraphs with drop cap. KPI strip (avg asking £, avg sold £, £/sqft). Price-growth panel (YoY) + demand pill with gauge. 7-year sparkline of £ and £/sqft. Same patterns as `property-market-report`.
 - **Page 4 — Comparables.** Full-width Land Registry sold-transactions table (≤ 6 rows), stacked above a full-width live-asking-comparables tile grid (≤ 4 tiles). Never side-by-side — corrects the cramped two-column layout in v1 preval.
 - **Page 5 — Recently with `<brand>` + sources.** Operator-curated `agent_listings[]` rendered as a clickable tile grid with status badges (Sold / Under offer / For sale), then the sources & methodology block. The vendor reads this page and knows who to call.
 
 ## Tool dependencies
 
-The skill fans out to **13** MCP calls in parallel:
-
-- **12 PropertyData** tools (postcode-keyed): `prices`, `prices-per-sqf`, `sold-prices`, `sold-prices-per-sqf`, `growth`, `growth-psf`, `demand`, `demand-rent`, `property-types`, `crime`, `flood-risk`, `council-tax`.
-- **1 EPC** tool (address-keyed): `epc-lookup-by-address` for subject floor area + energy rating + lodgement date.
+The skill fans out to **12** PropertyData MCP calls in parallel (postcode-keyed): `prices`, `prices-per-sqf`, `sold-prices`, `sold-prices-per-sqf`, `growth`, `growth-psf`, `demand`, `demand-rent`, `property-types`, `crime`, `flood-risk`, `council-tax`.
 
 `property-data-address-match-uprn` and `property-data-planning-applications` are deliberately not called (CRM hygiene and dev-precedent reports, respectively).
 
+The three EPC certificate fields the page-2 KPI strip needs — `total_floor_area_m2`, `current_energy_rating`, `lodgement_date` — are pasted by the operator into `subject` in `inputs.json` before invocation. There is no MCP fan-out for EPC; the PreToolUse hook and `render.py` both abort with `epc-certificate-not-supplied` if any of the three fields is null.
+
 ## Failure handling
 
 Every failure is fail-loud. The skill emits `[preval] aborted reason=<cause> …` and exits 2; no partial `index.html` or PDF is left on disk.
@@ -37,11 +40,16 @@ Every failure is fail-loud. The skill emits `[preval] aborted reason=<cause> …
 - **PropertyData `key-not-registered`** → abort `reason=property-data-key-not-registered` with the `property-data-key-register` remediation hint.
 - **PropertyData `http-429`** → back off and retry the single throttled tool once. A second `http-429` aborts `reason=property-data-rate-limited`.
 - **PropertyData `http-5xx` / network failure** → abort `reason=property-data-unavailable`.
-- **EPC failure of any kind** — `key-not-registered`, `http-404 (no record)`, `http-429`, `http-5xx`, network failure, EPC MCP not configured — aborts the run. There is no in-band prompt and no benchmark-only mode. The operator's options before re-running are (a) run Task 155 to deploy / register the EPC MCP, or (b) paste `subject.sqft` and `subject.sqft_m2` into the inputs as a deliberate operator override.
+- **Any of the 12 PropertyData log lines missing** within 60s of `[preval] start` → abort `reason=observability-missing tool=<name>`. A silent tool drop must never proceed to render.
+- **Subject EPC certificate field missing** — any of `subject.total_floor_area_m2`, `subject.current_energy_rating`, `subject.lodgement_date` is null → abort `reason=epc-certificate-not-supplied`. The operator pastes all three from the EPC certificate into `inputs.json` before re-invoking. There is no mid-run prompt and no MCP fallback.
 - See `skills/property-preval/SKILL.md` § Hard breakpoints for the full table of abort causes.
 
 ## External dependencies
 
 - Requires `real-agent-property-data` enabled on the account with a registered PropertyData API key (`property-data-key-register`).
-- Requires `real-agent-epc` enabled with a registered EPC API key (`epc-key-register`), **or** an operator-supplied `subject.sqft` + `subject.sqft_m2` override pre-baked into the inputs. EPC failures are not silently absorbed.
+- Requires the operator to paste the three EPC certificate fields (`total_floor_area_m2`, `current_energy_rating`, `lodgement_date`) into `subject` in `inputs.json` before invocation. There is no automated EPC lookup.
 - Requires Google Chrome at `/Applications/Google Chrome.app/Contents/MacOS/Google Chrome` for headless `--print-to-pdf`. Same Chrome dependency as `property-market-report`.
+
+## Hooks
+
+- `hooks/preval-prompt-required.sh` — PreToolUse gate on `Write|Edit|MultiEdit` of `**/preval/**/inputs.json`. Blocks (exit 2) before the file lands on disk if any of `epc-certificate-not-supplied`, `agent-listings-invented`, `market-summary-invented`, or `brand-invented` applies. The same five causes (plus `cover-hero-not-subject`) are re-checked by `render.py`'s `_assert_inputs` gate — defence in depth against silent fallback completions. Paths outside `preval/inputs.json` pass through.

package/payload/premium-plugins/real-agent/plugins/preval/hooks/preval-prompt-required.sh

@@ -0,0 +1,140 @@
+#!/usr/bin/env bash
+# PreToolUse hook — defence-in-depth gate for property-preval's inputs.json.
+#
+# Fires on Write/Edit when the target path ends in `/preval/.../inputs.json`.
+# Blocks (exit 2) before the payload reaches disk if any of the five named
+# adherence violations is present. The render.py validator catches the same
+# violations downstream — this hook stops the bad payload one step earlier,
+# while the agent still has the opportunity to prompt the operator.
+#
+# Aborts named here mirror the AdherenceError causes raised by render.py:
+#   - epc-certificate-not-supplied
+#   - agent-listings-invented
+#   - market-summary-invented
+#   - brand-invented
+#
+# (cover-hero-not-subject is checked by render.py only — the slug heuristic
+# needs the on-disk path to be inspectable, which isn't reliable from the
+# tool args alone.)
+#
+# Error philosophy: fail closed on the four named contract violations; fail
+# open on anything else (missing python3, malformed stdin, file not under
+# preval/). Failing open lets unrelated tool calls proceed; the named
+# violations are the only ones the hook owns.
+
+set -u
+
+if [ -t 0 ]; then
+  exit 0
+fi
+
+if ! command -v python3 >/dev/null 2>&1; then
+  cat >/dev/null
+  echo "[preval-prompt-required] action=fail reason=python3-missing" >&2
+  exit 0
+fi
+
+INPUT=$(cat)
+
+INPUT="$INPUT" python3 <<'PY'
+import json, os, sys
+
+INPUT = os.environ.get("INPUT", "")
+
+def passthrough(reason):
+    print(f"[preval-prompt-required] action=passthrough reason={reason}", file=sys.stderr)
+    sys.exit(0)
+
+def block(cause, remediation):
+    print(f"[preval-prompt-required] action=block cause={cause}", file=sys.stderr)
+    print(f"[preval] {cause}: {remediation}", file=sys.stderr)
+    sys.exit(2)
+
+try:
+    payload = json.loads(INPUT) if INPUT else {}
+except Exception:
+    passthrough("malformed-stdin")
+
+tool_name = payload.get("tool_name") or ""
+if tool_name not in ("Write", "Edit", "MultiEdit"):
+    passthrough(f"tool={tool_name}")
+
+tool_input = payload.get("tool_input") or {}
+file_path = tool_input.get("file_path") or ""
+norm = file_path.replace("\\", "/").lower()
+if "/preval/" not in norm or not norm.endswith("/inputs.json"):
+    passthrough("path-not-preval-inputs")
+
+if tool_name == "Write":
+    content = tool_input.get("content") or ""
+elif tool_name == "Edit":
+    content = tool_input.get("new_string") or ""
+else:  # MultiEdit
+    edits = tool_input.get("edits") or []
+    content = edits[-1].get("new_string", "") if edits else ""
+
+try:
+    data = json.loads(content)
+except Exception:
+    passthrough("content-not-json")
+
+if not isinstance(data, dict):
+    passthrough("content-not-object")
+
+overrides = data.get("agent_overrides") or {}
+
+subject = data.get("subject") or {}
+missing_epc = [
+    f for f in ("total_floor_area_m2", "current_energy_rating", "lodgement_date")
+    if not subject.get(f)
+]
+if missing_epc:
+    block(
+        "epc-certificate-not-supplied",
+        f"subject is missing EPC certificate field(s) {missing_epc}. "
+        "Paste total_floor_area_m2, current_energy_rating, and lodgement_date "
+        "from the EPC certificate into subject before re-invoking. "
+        "No mid-run prompt — the operator supplies the certificate before invocation.",
+    )
+
+if not overrides.get("listings_status_curated"):
+    for listing in data.get("agent_listings") or []:
+        origin = (listing or {}).get("origin")
+        if not origin or origin == "operator":
+            continue
+        try:
+            src_path = os.path.expanduser(str(origin))
+            if not os.path.isfile(src_path):
+                continue
+            with open(src_path) as f:
+                source = json.load(f)
+        except Exception:
+            continue
+        if source.get("status") in (None, "") and listing.get("status"):
+            block(
+                "agent-listings-invented",
+                f"agent_listings entry {listing.get('slug')} has status "
+                f"'{listing['status']}' but source {src_path} carries status:null. "
+                "Prompt the operator and set agent_overrides.listings_status_curated: true.",
+            )
+
+ms = data.get("market_summary") or {}
+if ms.get("origin") not in ("operator", "operator-edited-llm-stub"):
+    block(
+        "market-summary-invented",
+        "market_summary.origin must be 'operator' or 'operator-edited-llm-stub'. "
+        "Have the operator draft or accept the paragraphs before writing inputs.json.",
+    )
+
+brand = data.get("brand") or {}
+if brand.get("name") and not overrides.get("brand_selected_by_operator"):
+    block(
+        "brand-invented",
+        f"brand.name ('{brand['name']}') was set without "
+        "agent_overrides.brand_selected_by_operator: true. Ask the operator which "
+        "estate agent is pitching; presence of a DESIGN.md on disk does not authorise selection.",
+    )
+
+print("[preval-prompt-required] action=allow", file=sys.stderr)
+sys.exit(0)
+PY