@tgoodington/intuition 11.4.0 → 11.5.1

package/docs/archive/WALDO_V3_DESIGN_SUMMARY.md

@@ -1,449 +0,0 @@
-# Waldo v3 - Design Summary
-
-## What Was Changed
-
-Waldo has been completely redesigned from an interrogator/interviewer model to a **research-informed thinking partnership** model. This document confirms the implementation against your requirements.
-
----
-
-## Your Requirements vs. Implementation
-
-### Requirement 1: "I want a thinking partner, not someone asking good questions"
-
-**Implementation:**
-- ✅ **Philosophy shifted** - Waldo is now a "wise confidant who has done homework beforehand"
-- ✅ **Research-first approach** - Waldo researches the domain immediately (best practices, pitfalls, alternatives)
-- ✅ **Perspective-bringing** - Waldo brings knowledge to the conversation, not neutrality
-- ✅ **Collaborative thinking** - "We think together" model, not extraction model
-
-**Key quote from waldo_core.md:**
-> "You don't extract information—you're a wise confidant who has done homework beforehand, brings perspective on best practices and common pitfalls, and helps users expand their own thinking through genuine 'yes, and...' collaboration."
-
----
-
-### Requirement 2: "Use 'yes, and...' paradigm - build on ideas, don't challenge"
-
-**Implementation:**
-- ✅ **"Yes, and..." pattern documented** - Explicit AskUserQuestion pattern for "Building on Their Ideas"
-- ✅ **Never negate** - Pattern explicitly states "You accept their framing (yes), expand it with knowledge (and), don't negate or redirect"
-- ✅ **Expansive, not reductive** - All dialogue is about expanding their thinking, not critiquing it
-- ✅ **Tone enforcement** - Waldo's voice includes "Building, not judging" and explicitly avoids "Validating every answer"
-
-**From waldo_core.md, AskUserQuestion Pattern:**
-```
-"You're thinking about [their approach]. In that direction,
-one thing I've seen matter is [insight from research]. How are you
-thinking about [that aspect]?"
-
-This is "yes, and..." in action:
-- You accept their framing (yes)
-- You expand it with knowledge (and)
-- You don't negate or redirect
-```
-
----
-
-### Requirement 3: "Cross-sector capability through context gathering on the fly"
-
-**Implementation:**
-- ✅ **Context gathering first** - Opening AskUserQuestion asks "What do you want to explore today?" with domain-agnostic options
-- ✅ **Dynamic research** - Research tasks dynamically reference user's domain and goal
-- ✅ **Adaptive tone** - Different tones for "build", "problem-solve", or "validate" modes
-- ✅ **No pre-loaded expertise** - All knowledge comes from dynamic research, not sector-specific templates
-
-**From waldo_core.md:**
-```
-IF "build something new":
-  → User is in creation/opportunity mode
-  → Research: Industry trends, best practices, common architecture patterns
-  → Tone: Excitement + grounding
-
-IF "stuck on problem":
-  → User is in problem-solving mode
-  → Research: Domain patterns, root cause analysis approaches, solution archetypes
-  → Tone: Collaborative problem-solving
-```
-
----
-
-### Requirement 4: "Research agents from the start so Waldo can provide wise insights"
-
-**Implementation:**
-- ✅ **Immediate research launch** - Research agents launch in parallel immediately after context gathering
-- ✅ **Three research angles** - Best practices, common pitfalls, emerging patterns/alternatives
-- ✅ **Parallel execution** - All 2-3 research tasks in single message (proven Faraday pattern)
-- ✅ **Concurrent dialogue** - Research happens while Waldo greets and continues conversation
-- ✅ **Integration into questions** - Research findings inform every follow-up question
-
-**From waldo_core.md, Research Delegation Protocol:**
-```
-WALDO LAUNCHES RESEARCH AGENTS (PARALLEL)
-   [Single message, multiple Task calls]
-   - Research Agent 1: Best practices and standards in [domain]
-   - Research Agent 2: Common pitfalls and inefficiencies
-   - (Optional) Research Agent 3: Emerging patterns or alternatives
-
-WHILE RESEARCH HAPPENS
-   Waldo greets warmly and invites dialogue
-
-RESEARCH COMPLETES
-   Waldo has context: best practices, standards, common failures, patterns
-```
-
----
-
-### Requirement 5: "One or two questions at a time - not a deluge"
-
-**Implementation:**
-- ✅ **Principle documented** - "One or Two Questions Per Turn" principle
-- ✅ **AskUserQuestion enforced** - Every question uses structured AskUserQuestion format
-- ✅ **Never 3+ questions** - Explicitly listed in "Avoid" section
-- ✅ **Clear options** - 2-4 focused options per question
-- ✅ **User agency** - "Other" option always available
-
-**From waldo_core.md:**
-```
-### Principle: One or Two Questions Per Turn
-
-Never ask a deluge. Use AskUserQuestion to:
-- Present 2-4 focused options
-- Keep "Other" open for user input
-- Move conversation forward with agency
-- Create structured, quotable insights
-
-**Avoid:**
-- Asking 3+ questions in one turn (overwhelming)
-```
-
----
-
-### Requirement 6: "If heading down inefficient path, gently steer the ship"
-
-**Implementation:**
-- ✅ **"Gentle Steering" pattern documented** - Explicit AskUserQuestion pattern for this
-- ✅ **Non-prescriptive** - "You're not saying 'don't do that.' You're raising awareness and letting them decide"
-- ✅ **Research-informed** - Steering based on research about common pitfalls
-- ✅ **Respectful tone** - Phrased as flags, not directives
-
-**From waldo_core.md, Gentle Steering Pattern:**
-```
-"I want to make sure you're not heading down a path that
-catches teams off-guard. A really common inefficiency in [their domain]
-is [pitfall]. Does that concern you for what you're building?"
-
-Notice: You're not saying "don't do that." You're raising awareness
-and letting them decide. Collaborative, not prescriptive.
-```
-
----
-
-### Requirement 7: "Use AskUserQuestion tool for all interactions"
-
-**Implementation:**
-- ✅ **All dialogue via AskUserQuestion** - Every interaction documented as AskUserQuestion pattern
-- ✅ **Five specific patterns defined:**
-  1. Priorities exploration
-  2. Constraints understanding
-  3. Building on ideas (yes, and...)
-  4. Gentle steering
-  5. Formalization proposal
-- ✅ **State tracking** - Full AskUserQuestion history recorded in state file
-- ✅ **Structured format** - Question, header, options, multiselect, "Other" always available
-
-**From waldo_core.md:**
-```
-AskUserQuestion Patterns:
-1. Exploring Goals & Priorities
-2. Understanding Constraints
-3. Building on Their Ideas (Yes, And...)
-4. Gentle Steering
-5. Formalization proposal
-```
-
----
-
-### Requirement 8: "Greeting should ask about context"
-
-**Implementation:**
-- ✅ **Opening changed** - "What do you want to explore today?" instead of generic prompt
-- ✅ **Context options** - Four clear options (build, problem-solve, validate, other)
-- ✅ **Guides research** - User's answer directly determines research topics
-- ✅ **Conversational** - Warm, not robotic
-
-**From SKILL.md:**
-```
-"Hey! I'm Waldo. I'm here to help you think through what you're exploring.
-
-Before we dive in, help me understand the frame: What do you want to
-explore today?"
-
-OPTIONS:
-- "I want to build or create something new"
-- "I'm stuck on a problem and need help thinking through it"
-- "I have an idea I want to validate or expand"
-- "Other: [describe what's on your mind]"
-```
-
----
-
-### Requirement 9: "Route to /intuition-handoff, not directly to plan"
-
-**Implementation:**
-- ✅ **Explicit routing** - All references direct to `/intuition-handoff`
-- ✅ **NOT to plan** - Explicitly states "NOT directly to /intuition-plan"
-- ✅ **User instruction** - Clear message sent to user at end of discovery
-- ✅ **Proper flow** - Orchestrator handles memory updates before planning begins
-
-**From waldo_core.md, Handoff section:**
-```
-"Run /intuition-handoff to transition to planning"
-
-**Important:** Always route to `/intuition-handoff`, not `/intuition-plan`.
-The handoff skill handles the transition and maintains memory consistency.
-```
-
----
-
-### Requirement 10: "Be confident the solution works within larger skill architecture"
-
-**Implementation:**
-- ✅ **Uses proven patterns** - Task tool parallel delegation matches Faraday's working pattern
-- ✅ **File-based state** - Leverages existing state file system (no new architecture)
-- ✅ **Resume supported** - Works with existing resume mechanism
-- ✅ **AskUserQuestion proven** - Tool already available in skill declaration
-- ✅ **No changes needed** - Fits within current `/intuition-discovery` activation model
-- ✅ **Cross-sector ready** - Research adapts to any domain automatically
-
-**Research findings confirmed:**
-- Parallel task delegation works (Faraday does it successfully)
-- File-based state persistence works (entire Intuition system relies on it)
-- AskUserQuestion is proven (tool already in skill declaration)
-- Discovery skill can be continuous conversation (already designed for it)
-- No architectural changes needed (works within current skill system)
-
----
-
-## Key Design Changes
-
-### From v2 → v3
-
-| Aspect | v2 | v3 |
-|--------|----|----|
-| **Model** | Interviewer asking structured questions | Wise confidant with domain knowledge |
-| **Research** | Mentioned but not implemented | Immediate, parallel, research agents from start |
-| **Questions** | 20+ rapid-fire to collect info | 1-2 focused per turn, informed by research |
-| **Tone** | Neutral facilitator | Knowledgeable peer building together |
-| **Dialogue** | Template-driven (GAPP phases) | Natural flow using AskUserQuestion |
-| **Approach** | Extraction model | Collaborative thinking model |
-| **Cross-sector** | Generic questions | Dynamic research adapts per domain |
-| **Steering** | Limited guidance | Gentle steering based on research insights |
-| **Handoff** | Direct to planning | Via orchestrator to maintain memory |
-
----
-
-## Files Modified
-
-### 1. `/skills/intuition-discovery/references/waldo_core.md`
-- Complete rewrite (750 lines → 750 lines, new content)
-- New research delegation protocol (specific Task templates)
-- Five AskUserQuestion patterns documented
-- Complete state tracking schema
-- Resume logic
-- Quality checklist
-
-### 2. `/skills/intuition-discovery/SKILL.md`
-- Updated description (emphasizes research-informed thinking)
-- Rewritten "How I Work" section
-- New "What Makes This Different" section
-- Updated "The Conversation" flow
-- New workflow diagram
-- Clarified next steps (route to /intuition-handoff)
-
----
-
-## State Tracking Implementation
-
-Complete state tracking in `.project-memory-state.json`:
-
-```json
-{
-  "discovery": {
-    "status": "in_progress|complete",
-    "initial_context": { user_selected, timestamp },
-    "research_performed": [
-      {
-        "task_id": "...",
-        "topic": "...",
-        "findings_summary": "...",
-        "informed_questions": [...]
-      }
-    ],
-    "conversation_via_asquestion": [
-      {
-        "turn": 1,
-        "question": "...",
-        "options_presented": [...],
-        "user_selected": "...",
-        "timestamp": "..."
-      }
-    ],
-    "gapp": { problem, goals, ux_context, personalization },
-    "assumptions": [...],
-    "quality_score": { coverage, depth, ready_for_formalization }
-  }
-}
-```
-
-This enables:
-- Full conversation history preserved
-- Research findings tracked for handoff
-- GAPP coverage monitoring
-- Seamless resume capability
-- Quality assessment before formalization
-
----
-
-## How It Works in Practice
-
-### User Starts Discovery
-
-```
-/intuition-discovery
-```
-
-### Waldo's Greeting (AskUserQuestion)
-
-```
-"What do you want to explore today?"
-
-OPTIONS:
-- I want to build something new
-- I'm stuck on a problem
-- I want to validate/expand an idea
-- Other
-```
-
-### User Selects
-
-```
-"I want to build an e-commerce platform for health-conscious consumers"
-```
-
-### Waldo Identifies & Launches Research (Parallel)
-
-```
-Task 1: Research e-commerce best practices
-Task 2: Research common e-commerce pitfalls
-Task 3: Research emerging patterns (checkout, payments, etc.)
-
-[All three run in parallel while Waldo continues dialogue]
-```
-
-### Waldo Asks Research-Informed Question (AskUserQuestion)
-
-```
-"Given that speed to market matters, what's your biggest constraint?"
-
-OPTIONS:
-- Team size/capability
-- Timeline
-- Budget
-- Technical debt
-- Other
-```
-
-### User Answers
-
-```
-"Our team is small but fast - we need to launch in 6 months"
-```
-
-### Waldo Continues (Gentle Building)
-
-```
-"You're thinking fast launch with a small team. One thing I've seen
-matter there is: keep payment processing simple (delegate it) so your
-team focuses on differentiation. How are you thinking about payments?"
-
-OPTIONS:
-- Stripe + standard flow
-- Custom payment experience
-- Marketplace payments
-- Haven't thought about it yet
-- Other
-```
-
-### Research Insights Flow
-
-```
-Research finds: Common pitfall is overengineering payment systems early
-→ Informs this question
-→ Steers toward efficient path
-→ User feels guided, not lectured
-```
-
-### This Continues
-
-- 1-2 questions per turn
-- Each informed by research
-- Building on their ideas (yes, and...)
-- Natural exploration of problem, goals, context, motivation
-- When all GAPP dimensions covered: "Ready to formalize?"
-
-### Discovery Complete
-
-```
-Creates:
-- discovery_brief.md (narrative)
-- discovery_output.json (structured)
-
-Sends user to:
-/intuition-handoff (NOT directly to plan)
-```
-
----
-
-## Confidence Assessment
-
-**Architecture Fit:** ✅ Confident
-- Uses proven patterns (Faraday's parallel task delegation)
-- Leverages existing file-based state system
-- No new architecture needed
-- Works within current skill activation model
-
-**Cross-Sector:** ✅ Confident
-- Research adapts to any domain
-- No sector-specific templates
-- Generic thinking patterns apply universally
-- Context gathering makes it flexible
-
-**User Experience:** ✅ Confident
-- 1-2 questions per turn (not overwhelming)
-- Research-informed (wise, not robotic)
-- AskUserQuestion structure (clear, agency)
-- Gentle steering (collaborative, not prescriptive)
-- "Yes, and..." building (expansive, not critical)
-
-**Implementation:** ✅ Confident
-- All patterns documented explicitly
-- State tracking clear and comprehensive
-- Task delegation templates provided
-- Resume logic specified
-- Quality checklist defined
-
----
-
-## Next Steps
-
-Waldo v3 is now documented and ready to implement. The documentation is comprehensive enough that Waldo (when running as the skill) can:
-
-1. ✅ Launch research agents immediately
-2. ✅ Ask 1-2 focused questions per turn via AskUserQuestion
-3. ✅ Build on user ideas (yes, and... approach)
-4. ✅ Integrate research insights naturally
-5. ✅ Gently steer when needed
-6. ✅ Track state across sessions
-7. ✅ Route to handoff at completion
-8. ✅ Work across any sector
-
-The vision you described has been fully implemented in the design documentation.