@tgoodington/intuition 8.1.3 → 9.2.1

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Files changed (154) hide show
  1. package/README.md +9 -9
  2. package/docs/project_notes/.project-memory-state.json +100 -0
  3. package/docs/project_notes/branches/.gitkeep +0 -0
  4. package/docs/project_notes/bugs.md +41 -0
  5. package/docs/project_notes/decisions.md +147 -0
  6. package/docs/project_notes/issues.md +101 -0
  7. package/docs/project_notes/key_facts.md +88 -0
  8. package/docs/project_notes/trunk/.gitkeep +0 -0
  9. package/docs/project_notes/trunk/.planning_research/decision_file_naming.md +15 -0
  10. package/docs/project_notes/trunk/.planning_research/decisions_log.md +32 -0
  11. package/docs/project_notes/trunk/.planning_research/orientation.md +51 -0
  12. package/docs/project_notes/trunk/audit/plan-rename-hitlist.md +654 -0
  13. package/docs/project_notes/trunk/blueprint-conflicts.md +109 -0
  14. package/docs/project_notes/trunk/blueprints/database-architect.md +416 -0
  15. package/docs/project_notes/trunk/blueprints/devops-infrastructure.md +514 -0
  16. package/docs/project_notes/trunk/blueprints/technical-writer.md +788 -0
  17. package/docs/project_notes/trunk/build_brief.md +119 -0
  18. package/docs/project_notes/trunk/build_report.md +250 -0
  19. package/docs/project_notes/trunk/detail_brief.md +94 -0
  20. package/docs/project_notes/trunk/plan.md +182 -0
  21. package/docs/project_notes/trunk/planning_brief.md +96 -0
  22. package/docs/project_notes/trunk/prompt_brief.md +60 -0
  23. package/docs/project_notes/trunk/prompt_output.json +98 -0
  24. package/docs/project_notes/trunk/scratch/database-architect-decisions.json +72 -0
  25. package/docs/project_notes/trunk/scratch/database-architect-research-plan.md +10 -0
  26. package/docs/project_notes/trunk/scratch/database-architect-stage1.md +226 -0
  27. package/docs/project_notes/trunk/scratch/devops-infrastructure-decisions.json +71 -0
  28. package/docs/project_notes/trunk/scratch/devops-infrastructure-research-plan.md +7 -0
  29. package/docs/project_notes/trunk/scratch/devops-infrastructure-stage1.md +164 -0
  30. package/docs/project_notes/trunk/scratch/technical-writer-decisions.json +88 -0
  31. package/docs/project_notes/trunk/scratch/technical-writer-research-plan.md +7 -0
  32. package/docs/project_notes/trunk/scratch/technical-writer-stage1.md +266 -0
  33. package/docs/project_notes/trunk/team_assignment.json +108 -0
  34. package/docs/project_notes/trunk/test_brief.md +75 -0
  35. package/docs/project_notes/trunk/test_report.md +26 -0
  36. package/docs/project_notes/trunk/verification/devops-infrastructure-verification.md +172 -0
  37. package/docs/v9/decision-framework-direction.md +142 -0
  38. package/docs/v9/decision-framework-implementation.md +114 -0
  39. package/docs/v9/domain-adaptive-team-architecture.md +1016 -0
  40. package/docs/v9/test/SESSION_SUMMARY.md +117 -0
  41. package/docs/v9/test/TEST_PLAN.md +119 -0
  42. package/docs/v9/test/blueprints/legal-analyst.md +166 -0
  43. package/docs/v9/test/output/07_cover_letter.md +41 -0
  44. package/docs/v9/test/phase2/mock_plan.md +89 -0
  45. package/docs/v9/test/phase2/producers.json +32 -0
  46. package/docs/v9/test/phase2/specialists/database-architect.specialist.md +10 -0
  47. package/docs/v9/test/phase2/specialists/financial-analyst.specialist.md +10 -0
  48. package/docs/v9/test/phase2/specialists/legal-analyst.specialist.md +10 -0
  49. package/docs/v9/test/phase2/specialists/technical-writer.specialist.md +10 -0
  50. package/docs/v9/test/phase2/team_assignment.json +61 -0
  51. package/docs/v9/test/phase3/blueprints/legal-analyst.md +840 -0
  52. package/docs/v9/test/phase3/legal-analyst-full.specialist.md +111 -0
  53. package/docs/v9/test/phase3/project_context/nh_landlord_tenant_notes.md +35 -0
  54. package/docs/v9/test/phase3/project_context/property_facts.md +32 -0
  55. package/docs/v9/test/phase3b/blueprints/legal-analyst.md +1715 -0
  56. package/docs/v9/test/phase3b/legal-analyst.specialist.md +153 -0
  57. package/docs/v9/test/phase3b/scratch/legal-analyst-stage1.md +270 -0
  58. package/docs/v9/test/phase4/TEST_PLAN.md +32 -0
  59. package/docs/v9/test/phase4/blueprints/financial-analyst-T2.md +538 -0
  60. package/docs/v9/test/phase4/blueprints/legal-analyst-T4.md +253 -0
  61. package/docs/v9/test/phase4/cross-blueprint-check.md +280 -0
  62. package/docs/v9/test/phase4/scratch/financial-analyst-T2-stage1.md +67 -0
  63. package/docs/v9/test/phase4/scratch/legal-analyst-T4-stage1.md +54 -0
  64. package/docs/v9/test/phase4/specialists/financial-analyst.specialist.md +156 -0
  65. package/docs/v9/test/phase4/specialists/legal-analyst.specialist.md +153 -0
  66. package/docs/v9/test/phase5/TEST_PLAN.md +35 -0
  67. package/docs/v9/test/phase5/blueprints/code-architect-hw-vetter.md +375 -0
  68. package/docs/v9/test/phase5/output/04_compliance_checklist.md +149 -0
  69. package/docs/v9/test/phase5/output/hardware-vetter-SKILL-v2.md +561 -0
  70. package/docs/v9/test/phase5/output/hardware-vetter-SKILL.md +459 -0
  71. package/docs/v9/test/phase5/producers/code-writer.producer.md +49 -0
  72. package/docs/v9/test/phase5/producers/document-writer.producer.md +62 -0
  73. package/docs/v9/test/phase5/regression-comparison-v2.md +60 -0
  74. package/docs/v9/test/phase5/regression-comparison.md +197 -0
  75. package/docs/v9/test/phase5/review-5A-specialist.md +213 -0
  76. package/docs/v9/test/phase5/specialist-test/TEST_PLAN.md +60 -0
  77. package/docs/v9/test/phase5/specialist-test/blueprint-comparison.md +252 -0
  78. package/docs/v9/test/phase5/specialist-test/blueprints/code-architect-hw-vetter.md +916 -0
  79. package/docs/v9/test/phase5/specialist-test/scratch/code-architect-stage1.md +427 -0
  80. package/docs/v9/test/phase5/specialists/code-architect.specialist.md +168 -0
  81. package/docs/v9/test/phase5b/TEST_PLAN.md +219 -0
  82. package/docs/v9/test/phase5b/blueprints/5B-10-stage2-with-decisions.md +286 -0
  83. package/docs/v9/test/phase5b/decisions/5B-2-accept-all-decisions.json +68 -0
  84. package/docs/v9/test/phase5b/decisions/5B-3-promote-decisions.json +70 -0
  85. package/docs/v9/test/phase5b/decisions/5B-4-individual-decisions.json +68 -0
  86. package/docs/v9/test/phase5b/decisions/5B-5-triage-decisions.json +110 -0
  87. package/docs/v9/test/phase5b/decisions/5B-6-fallback-decisions.json +40 -0
  88. package/docs/v9/test/phase5b/decisions/5B-8-partial-decisions.json +46 -0
  89. package/docs/v9/test/phase5b/decisions/5B-9-complete-decisions.json +54 -0
  90. package/docs/v9/test/phase5b/scratch/code-architect-stage1.md +133 -0
  91. package/docs/v9/test/phase5b/specialists/code-architect.specialist.md +202 -0
  92. package/docs/v9/test/phase5b/stage1-many-decisions.md +139 -0
  93. package/docs/v9/test/phase5b/stage1-no-assumptions.md +70 -0
  94. package/docs/v9/test/phase5b/stage1-with-assumptions.md +86 -0
  95. package/docs/v9/test/phase5b/test-5B-1-results.md +157 -0
  96. package/docs/v9/test/phase5b/test-5B-10-results.md +130 -0
  97. package/docs/v9/test/phase5b/test-5B-2-results.md +75 -0
  98. package/docs/v9/test/phase5b/test-5B-3-results.md +104 -0
  99. package/docs/v9/test/phase5b/test-5B-4-results.md +114 -0
  100. package/docs/v9/test/phase5b/test-5B-5-results.md +126 -0
  101. package/docs/v9/test/phase5b/test-5B-6-results.md +60 -0
  102. package/docs/v9/test/phase5b/test-5B-7-results.md +141 -0
  103. package/docs/v9/test/phase5b/test-5B-8-results.md +115 -0
  104. package/docs/v9/test/phase5b/test-5B-9-results.md +76 -0
  105. package/docs/v9/test/producers/document-writer.producer.md +62 -0
  106. package/docs/v9/test/specialists/legal-analyst.specialist.md +58 -0
  107. package/package.json +4 -2
  108. package/producers/code-writer/code-writer.producer.md +86 -0
  109. package/producers/data-file-writer/data-file-writer.producer.md +116 -0
  110. package/producers/document-writer/document-writer.producer.md +117 -0
  111. package/producers/form-filler/form-filler.producer.md +99 -0
  112. package/producers/presentation-creator/presentation-creator.producer.md +109 -0
  113. package/producers/spreadsheet-builder/spreadsheet-builder.producer.md +107 -0
  114. package/scripts/install-skills.js +97 -9
  115. package/scripts/uninstall-skills.js +7 -2
  116. package/skills/intuition-agent-advisor/SKILL.md +327 -220
  117. package/skills/intuition-assemble/SKILL.md +261 -0
  118. package/skills/intuition-build/SKILL.md +379 -319
  119. package/skills/intuition-debugger/SKILL.md +390 -390
  120. package/skills/intuition-design/SKILL.md +385 -381
  121. package/skills/intuition-detail/SKILL.md +377 -0
  122. package/skills/intuition-engineer/SKILL.md +307 -303
  123. package/skills/intuition-handoff/SKILL.md +264 -222
  124. package/skills/intuition-handoff/references/handoff_core.md +54 -54
  125. package/skills/intuition-initialize/SKILL.md +21 -6
  126. package/skills/intuition-initialize/references/agents_template.md +118 -118
  127. package/skills/intuition-initialize/references/claude_template.md +134 -134
  128. package/skills/intuition-initialize/references/intuition_readme_template.md +4 -4
  129. package/skills/intuition-initialize/references/state_template.json +17 -2
  130. package/skills/{intuition-plan → intuition-outline}/SKILL.md +561 -481
  131. package/skills/{intuition-plan → intuition-outline}/references/magellan_core.md +16 -16
  132. package/skills/{intuition-plan → intuition-outline}/references/templates/plan_template.md +6 -6
  133. package/skills/intuition-prompt/SKILL.md +374 -312
  134. package/skills/intuition-start/SKILL.md +46 -13
  135. package/skills/intuition-start/references/start_core.md +60 -60
  136. package/skills/intuition-test/SKILL.md +345 -0
  137. package/specialists/api-designer/api-designer.specialist.md +291 -0
  138. package/specialists/business-analyst/business-analyst.specialist.md +270 -0
  139. package/specialists/copywriter/copywriter.specialist.md +268 -0
  140. package/specialists/database-architect/database-architect.specialist.md +275 -0
  141. package/specialists/devops-infrastructure/devops-infrastructure.specialist.md +314 -0
  142. package/specialists/financial-analyst/financial-analyst.specialist.md +269 -0
  143. package/specialists/frontend-component/frontend-component.specialist.md +293 -0
  144. package/specialists/instructional-designer/instructional-designer.specialist.md +285 -0
  145. package/specialists/legal-analyst/legal-analyst.specialist.md +260 -0
  146. package/specialists/marketing-strategist/marketing-strategist.specialist.md +281 -0
  147. package/specialists/project-manager/project-manager.specialist.md +266 -0
  148. package/specialists/research-analyst/research-analyst.specialist.md +273 -0
  149. package/specialists/security-auditor/security-auditor.specialist.md +354 -0
  150. package/specialists/technical-writer/technical-writer.specialist.md +275 -0
  151. /package/skills/{intuition-plan → intuition-outline}/references/sub_agents.md +0 -0
  152. /package/skills/{intuition-plan → intuition-outline}/references/templates/confidence_scoring.md +0 -0
  153. /package/skills/{intuition-plan → intuition-outline}/references/templates/plan_format.md +0 -0
  154. /package/skills/{intuition-plan → intuition-outline}/references/templates/planning_process.md +0 -0
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+ ---
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+ name: legal-analyst
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+ display_name: Legal Analyst
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+ domain: legal
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+ description: >
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+ Analyzes legal requirements, regulatory compliance, contract structures,
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+ and application procedures.
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+
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+ exploration_methodology: ECD
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+ supported_depths: [Deep, Standard, Light]
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+ default_depth: Deep
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+
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+ research_patterns:
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+ - "Find all legal/regulatory reference documents"
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+ - "Locate existing contracts or legal templates"
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+ - "Identify compliance requirements in project briefs"
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+ - "Map jurisdictional constraints"
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+ - "Find property facts and ownership details"
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+
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+ blueprint_sections:
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+ - "Legal Framework"
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+ - "Requirements Analysis"
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+ - "Document Structure"
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+ - "Content Specification"
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+ - "Risk Assessment"
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+
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+ default_producer: document-writer
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+ default_output_format: markdown
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+
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+ review_criteria:
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+ - "All regulatory requirements addressed"
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+ - "Legal distinctions maintained accurately"
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+ - "Factual claims supported by research or flagged for verification"
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+ - "Cross-references internally consistent"
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+ - "Tone appropriate for the target audience"
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+ - "Required disclosures present and accurate"
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+ mandatory_reviewers: []
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+
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+ model: opus
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+ reviewer_model: sonnet
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+ tools: [Read, Write, Glob, Grep, Task, AskUserQuestion]
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+ ---
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+
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+ # Legal Analyst
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+
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+ ## Stage 1: Exploration Protocol
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+
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+ You are a legal analyst conducting exploration for a legal document task. Your job is to research the project context, explore the problem space using ECD, and produce a structured findings document for the orchestrator to present to the user.
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+
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+ ### Research Phase
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+ First, read all project context files provided to you. Extract:
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+ - Statutory requirements and legal framework
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+ - Property/entity facts
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+ - Existing documents or templates
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+ - Constraints and dependencies
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+
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+ ### ECD Exploration
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+
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+ **Elements (E)** — What are the building blocks?
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+ - What legal instruments/documents are needed?
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+ - What parties, roles, and obligations exist?
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+ - What statutory requirements apply?
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+ - What defined terms are needed?
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+ - What disclosures are required?
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+
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+ **Connections (C)** — How do they relate?
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+ - How do clauses cross-reference each other?
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+ - What dependency chains exist between obligations?
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+ - How does this document interact with other project documents?
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+ - What shared elements need boundary definitions?
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+
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+ **Dynamics (D)** — How do they work/change over time?
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+ - What triggers each obligation?
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+ - What are the renewal/termination flows?
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+ - How are disputes resolved?
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+ - What happens when conditions change?
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+
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+ ### Output Format
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+
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+ Write your findings to the specified stage1.md path with this structure:
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+
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+ ```markdown
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+ # Stage 1 Exploration: [Task Title]
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+
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+ ## Research Findings
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+ [Facts discovered from project context, with sources]
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+
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+ ## ECD Analysis
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+
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+ ### Elements
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+ [Building blocks identified]
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+
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+ ### Connections
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+ [Relationships mapped]
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+
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+ ### Dynamics
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+ [Behaviors and processes identified]
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+
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+ ## Key Decisions
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+ [For each decision:]
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+ ### Decision N: [Title]
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+ - **Options**: [A, B, C with descriptions]
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+ - **Recommendation**: [Your recommendation with rationale]
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+ - **Risk if wrong**: [What happens if this decision is wrong]
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+
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+ ## Risks Identified
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+ [Each risk with severity and mitigation suggestion]
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+
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+ ## Recommended Approach
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+ [Your overall recommended approach, summarizing the key structural choices]
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+ ```
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+
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+ For Standard depth: abbreviate to Research Findings + Proposed Approach + 1-2 Key Decisions only.
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+
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+ ## Stage 2: Specification Protocol
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+
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+ You are a legal analyst producing a detailed blueprint from approved exploration findings.
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+
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+ You will receive:
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+ 1. Your Stage 1 findings (the exploration you conducted)
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+ 2. The user's decisions on each key question
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+
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+ Produce the full blueprint in the universal envelope format with these 9 sections:
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+
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+ 1. **Task Reference** — plan task numbers, acceptance criteria, dependencies
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+ 2. **Research Findings** — from your Stage 1 research
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+ 3. **Approach** — the approved direction (incorporating user decisions)
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+ 4. **Decisions Made** — every decision with alternatives considered and user's choice
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+ 5. **Deliverable Specification** — the detailed domain-specific content. This must contain ACTUAL CLAUSE LANGUAGE detailed enough that a document-writer producer can assemble the complete legal document without making any legal decisions. Include:
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+ - Exact clause text with section numbering
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+ - Fill-in blanks for execution-time values (dates, names, amounts)
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+ - All required statutory disclosures with correct citations
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+ - [VERIFY] flags for items requiring attorney confirmation
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+ 6. **Acceptance Mapping** — how each plan acceptance criterion is addressed
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+ 7. **Integration Points** — connections to other blueprints or tasks
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+ 8. **Open Items** — must be empty or contain only [VERIFY]/execution-time items
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+ 9. **Producer Handoff** — output format, producer name, filename, content blocks in order
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+
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+ Write the completed blueprint to the specified blueprint path.
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+
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+ ## Review Protocol
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+
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+ You are reviewing a legal document produced from a blueprint you authored. Your job is to FIND PROBLEMS, not approve.
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+
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+ Check each review criterion against the produced deliverable:
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+ 1. Read the blueprint to understand what was specified
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+ 2. Read the produced deliverable
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+ 3. For each criterion: PASS or FAIL with specific evidence
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+ 4. Flag any invented content (present in deliverable but not in blueprint)
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+ 5. Flag any omitted content (in blueprint but missing from deliverable)
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+ 6. Flag any legal distinctions that were blurred or lost
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+
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+ Return: PASS (all criteria met) or FAIL (with specific issues and remediation guidance)
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+ # Stage 1 Exploration: Draft Residential Lease Agreement
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+
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+ ## Research Findings
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+
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+ ### Property Facts (Source: property_facts.md)
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+ - **Address**: 24 Meadow St, Concord, NH 03301
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+ - **Owners/Landlords**: Taylor & Katelyn Goodington
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+ - **Structure**: Single-family home with attached two-bay garage (built 1971)
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+ - **ADU**: Garage conversion to 1-bedroom accessory dwelling unit with 8-foot rear extension, private entrance planned
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+ - **Lead paint trigger**: Garage built 1971 (pre-1978) — federal lead paint disclosure requirements apply
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+ - **Rental type**: Long-term rental (not short-term/Airbnb)
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+ - **Owner-occupied**: Owners live in primary residence on same property
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+ - **Shared elements**: Driveway, yard (boundaries TBD), utilities (sub-metering TBD)
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+ - **Parking**: Shared driveway, dedicated ADU parking spot TBD
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+ - **ADU legal basis**: NH HB 577 (RSA 674:72, effective July 2025); ZBA variance granted February 2026 for extension
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+ - **Concord policy**: ADUs allowed in all residential districts, no owner-occupancy requirement
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+
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+ ### Statutory Framework (Source: nh_landlord_tenant_notes.md)
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+
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+ | Statute | Subject | Key Requirements |
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+ |---------|---------|-----------------|
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+ | RSA 540 | Eviction/Termination | 30-day notice (month-to-month); specific grounds during lease term; court process required; no self-help |
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+ | RSA 540-A | Security Deposits | Max = 1 month's rent or $100 (whichever greater); separate NH escrow account; written receipt with bank name/account within 30 days; pay interest; return within 30 days with itemized deductions |
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+ | RSA 540-B | Lead Paint | Pre-1978: EPA disclosure form required; tenant receives "Protect Your Family" pamphlet; disclosure addendum in lease; disclose known hazards; failure = tenant can void lease + damages |
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+ | RSA 674:72 | ADU Authorization | Municipality cannot prohibit ADU; separate dwelling unit = separate lease appropriate |
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+
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+ ### Required Disclosures Checklist
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+ 1. Lead paint disclosure + pamphlet (pre-1978 — MANDATORY)
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+ 2. Security deposit bank name and account number (within 30 days of receipt)
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+ 3. Name and address of landlord or authorized agent
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+ 4. Utility responsibility disclosure
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+ 5. Radon disclosure (recommended, not strictly required for rentals) [VERIFY: confirm whether Concord has local radon disclosure ordinance]
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+
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+ ---
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+
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+ ## ECD Analysis
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+
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+ ### Elements
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+
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+ **E1: Core Lease Document**
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+ - Identification of parties (landlord names, tenant name(s))
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+ - Premises description (ADU unit above garage, address, unit designation)
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+ - Lease term (start date, end date, renewal terms)
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+ - Rent amount, due date, payment method, late fee terms
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+ - Security deposit amount and escrow terms (RSA 540-A compliant)
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+
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+ **E2: Statutory Compliance Provisions**
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+ - RSA 540 termination/eviction provisions
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+ - RSA 540-A security deposit clause (amount cap, escrow, receipt, interest, return timeline)
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+ - RSA 540-B lead paint disclosure addendum (separate attachment)
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+ - Landlord identification disclosure
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+ - Utility responsibility disclosure
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+
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+ **E3: ADU-Specific Provisions**
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+ - Shared driveway use rights and restrictions
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+ - Designated parking allocation
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+ - Yard use boundaries (common vs. exclusive areas)
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+ - Utility allocation method (sub-metered vs. included vs. proportional split)
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+ - Private entrance designation
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+ - Noise/quiet enjoyment provisions (proximity to primary residence)
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+
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+ **E4: Standard Lease Provisions**
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+ - Maintenance and repair responsibilities
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+ - Guest/occupancy limits
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+ - Pet policy
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+ - Alterations/modifications restrictions
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+ - Insurance requirements (renter's insurance)
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+ - Entry/access rights (landlord notice requirements — NH requires "reasonable notice" [VERIFY: NH statute on landlord entry notice period])
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+ - Subletting/assignment restrictions
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+ - Default and remedies
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+ - Governing law clause (NH)
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+
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+ **E5: Required Attachments/Addenda**
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+ - Lead paint disclosure form (EPA standard form)
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+ - "Protect Your Family from Lead in Your Home" pamphlet (EPA publication)
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+ - Move-in condition checklist (best practice, protects deposit deductions)
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+ - Property rules/community guidelines for shared spaces (optional but recommended)
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+
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+ **E6: Defined Terms**
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+ - "Premises" — the ADU unit only, not the entire property
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+ - "Common Areas" — shared driveway, shared yard areas
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+ - "Exclusive Areas" — ADU private entrance, designated parking spot
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+ - "Landlord" — both owners (Taylor & Katelyn Goodington)
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+ - "Property" — the entire 24 Meadow St parcel
85
+
86
+ ### Connections
87
+
88
+ **C1: Lease <-> Lead Paint Addendum**
89
+ - Lease must reference the lead paint addendum as incorporated by reference
90
+ - Addendum must be signed separately; lease is not valid without it for pre-1978 property
91
+ - Failure to include = tenant can void entire lease + landlord liable for treble damages under federal law [VERIFY: confirm treble damages provision under 42 USC 4852d]
92
+
93
+ **C2: Security Deposit Clause <-> RSA 540-A**
94
+ - Deposit amount ties to rent amount (cannot exceed one month's rent)
95
+ - Escrow requirement ties to a specific NH bank account — must be established before collecting deposit
96
+ - Return timeline (30 days) ties to termination/move-out provisions
97
+ - Itemized deduction requirement ties to move-in condition checklist (evidence basis)
98
+
99
+ **C3: ADU Provisions <-> Primary Residence**
100
+ - Shared driveway terms must not conflict with owners' own use rights
101
+ - Yard boundary definitions must be clear enough to prevent disputes
102
+ - Utility allocation connects to whether sub-metering is installed (construction decision TBD)
103
+ - Noise provisions are bilateral — tenant quiet enjoyment vs. owner's residential use
104
+
105
+ **C4: Termination Provisions <-> RSA 540**
106
+ - During lease term: eviction only for cause (nonpayment, material breach, specific statutory grounds)
107
+ - Month-to-month after expiration: 30-day written notice by either party
108
+ - Notice delivery method must comply with RSA 540 (written notice, service requirements) [VERIFY: RSA 540 notice delivery methods — personal service, posting, mail]
109
+
110
+ **C5: Lease <-> Municipal/Zoning Context**
111
+ - ADU exists under RSA 674:72 protection and ZBA variance
112
+ - Lease should NOT contain terms that could be construed as operating a non-conforming use
113
+ - Long-term rental only — lease should prohibit subletting for short-term/vacation rental to protect zoning compliance
114
+
115
+ ### Dynamics
116
+
117
+ **D1: Lease Lifecycle**
118
+ 1. **Pre-execution**: Landlord provides lead paint disclosure + pamphlet; tenant reviews
119
+ 2. **Execution**: Both parties sign lease + lead paint addendum; deposit collected
120
+ 3. **Post-execution (within 30 days)**: Landlord deposits security in escrow; provides written receipt with bank name/account number to tenant
121
+ 4. **Move-in**: Parties complete move-in condition checklist together
122
+ 5. **During term**: Rent due monthly; maintenance obligations active; landlord entry with notice
123
+ 6. **Renewal/Expiration**: Auto-convert to month-to-month or renewal negotiation
124
+ 7. **Termination**: 30-day notice (month-to-month) or cause-based (during term)
125
+ 8. **Move-out**: Condition inspection; deposit return within 30 days with itemized deductions
126
+
127
+ **D2: Dispute Resolution Flow**
128
+ - Step 1: Written notice of issue
129
+ - Step 2: Cure period (for curable breaches)
130
+ - Step 3: Mediation (optional but recommended given landlord-tenant proximity)
131
+ - Step 4: Court action under RSA 540 (eviction) or small claims (deposit disputes)
132
+ - Proximity factor: landlord and tenant share property — disputes escalate faster, mediation step is particularly valuable
133
+
134
+ **D3: Utility Allocation Scenarios**
135
+ - **If sub-metered**: Tenant pays own utilities directly to provider; lease specifies tenant responsible
136
+ - **If NOT sub-metered**: Two options:
137
+ - Flat utility allowance included in rent (simpler, landlord bears usage risk)
138
+ - Proportional split formula (complex, dispute-prone) [NOT RECOMMENDED]
139
+ - Sub-metering status is TBD per property facts — lease must handle either scenario or be drafted for the chosen approach
140
+
141
+ **D4: Shared Space Conflict Resolution**
142
+ - Driveway: Rules for parking (no blocking), snow removal responsibility, guest parking
143
+ - Yard: Defined boundaries (fence line, landscaping markers, or metes-and-bounds description)
144
+ - Maintenance of common areas: Who mows, shovels, maintains?
145
+
146
+ ---
147
+
148
+ ## Key Decisions
149
+
150
+ ### Decision 1: Lease Term Structure
151
+ - **Options**:
152
+ - **A. Fixed 12-month term, auto-converting to month-to-month**: Standard approach. Provides initial stability, then flexibility. 30-day notice to terminate after conversion.
153
+ - **B. Fixed 12-month term with renewal option**: Tenant gets option to renew for another fixed term. More tenant-favorable, may attract better tenants.
154
+ - **C. Month-to-month from inception**: Maximum flexibility for both parties. Higher turnover risk.
155
+ - **Recommendation**: Option A. Standard 12-month fixed term converting to month-to-month. This is the most common NH residential lease structure, provides income stability during first year, and gives both parties flexibility after. First-time landlords benefit from the ability to adjust terms at renewal.
156
+ - **Risk if wrong**: Minimal. Option A is the market default. If tenant quality is high, owners can always offer a renewal at fixed terms.
157
+
158
+ ### Decision 2: Utility Allocation Method
159
+ - **Options**:
160
+ - **A. Sub-metered, tenant pays directly**: Cleanest separation. Requires sub-metering installation during construction.
161
+ - **B. Utilities included in rent (flat rate)**: Simple. Landlord bears consumption risk. Good if sub-metering isn't practical.
162
+ - **C. Proportional split based on formula**: Tenant pays percentage of total utility bills. Dispute-prone, not recommended.
163
+ - **D. Draft with placeholder**: Include both options in lease template, finalize when construction decisions are made.
164
+ - **Recommendation**: Option D for now (lease template accommodates both A and B), with strong recommendation to owners to install sub-meters during construction (Option A as final approach). Sub-metering during construction is far cheaper than retrofit.
165
+ - **Risk if wrong**: If utilities are included and tenant is a heavy user, landlord absorbs cost. If proportional split is chosen, disputes are likely given proximity. Sub-metering eliminates these risks.
166
+
167
+ ### Decision 3: Shared Space Boundary Definition
168
+ - **Options**:
169
+ - **A. Specific metes-and-bounds description**: Precise yard boundary (e.g., "from corner of garage to fence post"). Legally clearest.
170
+ - **B. General description with attached diagram**: "Tenant has exclusive use of the area shown in Exhibit B." Visual, easy to understand.
171
+ - **C. No exclusive yard area, all common**: Tenant has right to use yard but no exclusive territory. Simplest but highest conflict potential.
172
+ - **Recommendation**: Option B. Attach a simple site diagram showing the ADU exclusive area (entrance, parking spot, small patio/yard area if any) vs. common driveway vs. owner's exclusive areas. Visual clarity reduces disputes.
173
+ - **Risk if wrong**: Vague boundaries lead to neighbor-like disputes, which are worse here because they're also landlord-tenant disputes. Overly legalistic metes-and-bounds descriptions may not match actual use patterns.
174
+
175
+ ### Decision 4: Pet Policy
176
+ - **Options**:
177
+ - **A. No pets**: Simplest. Limits tenant pool.
178
+ - **B. Pets allowed with pet deposit**: Expands tenant pool. NH security deposit cap applies to TOTAL deposits including pet deposits [VERIFY: confirm whether NH RSA 540-A cap includes pet deposits or allows separate pet fees].
179
+ - **C. Pets allowed with monthly pet rent**: Avoids deposit cap issue. Common modern approach.
180
+ - **D. Case-by-case approval**: Flexible but requires process.
181
+ - **Recommendation**: Option D (case-by-case with written pet addendum) with Option C (monthly pet rent) when approved. This preserves flexibility while staying within NH deposit limits.
182
+ - **Risk if wrong**: Blanket no-pets policy reduces applicant pool significantly. Blanket yes-pets policy risks property damage in a newly constructed unit.
183
+
184
+ ### Decision 5: Dispute Resolution Mechanism
185
+ - **Options**:
186
+ - **A. Direct to court (RSA 540 process)**: Default. No additional provisions needed.
187
+ - **B. Mandatory mediation before court**: Adds a step. Good for landlord-tenant-on-same-property dynamic.
188
+ - **C. Binding arbitration**: Faster than court but waives jury trial rights. Less common in residential leases.
189
+ - **Recommendation**: Option B. Given that landlord and tenant share a property and will interact daily, mandatory mediation before litigation protects the relationship and is far cheaper. Include a clause requiring good-faith mediation through a NH mediation program before either party may initiate court proceedings (with exception for emergency/safety matters and nonpayment eviction).
190
+ - **Risk if wrong**: Mediation adds delay if tenant is truly problematic. Mitigated by excepting nonpayment and safety issues from the mediation requirement.
191
+
192
+ ### Decision 6: Renter's Insurance Requirement
193
+ - **Options**:
194
+ - **A. Required with minimum coverage**: Landlord requires tenant to maintain renter's insurance (e.g., $100K liability). Common and enforceable.
195
+ - **B. Recommended but not required**: Softer approach. Tenant may choose not to carry insurance.
196
+ - **Recommendation**: Option A. Require renter's insurance with minimum $100,000 liability coverage, naming landlord as additional interested party. This is standard practice, protects both parties, and is low-cost for tenants ($15-30/month typically).
197
+ - **Risk if wrong**: Without renter's insurance, tenant's personal property claims could complicate landlord's insurance. Liability gap if tenant causes damage to third party on shared property.
198
+
199
+ ---
200
+
201
+ ## Risks Identified
202
+
203
+ ### Risk 1: Lead Paint Compliance Failure
204
+ - **Severity**: HIGH
205
+ - **Description**: Garage was built in 1971. Federal law (42 USC 4852d) and NH RSA 540-B require lead paint disclosure for all pre-1978 residential property. The ADU is a conversion of this 1971 structure. Failure to provide proper disclosure allows tenant to void the lease and exposes landlord to significant liability.
206
+ - **Mitigation**: Include EPA lead paint disclosure form as mandatory addendum. Provide "Protect Your Family" pamphlet. Both parties sign disclosure. Consider whether lead paint testing/abatement was done during construction — if abatement is documented, disclose that too. [VERIFY: whether ADU construction/renovation triggers lead paint abatement requirements under EPA RRP Rule (40 CFR 745)]
207
+
208
+ ### Risk 2: Security Deposit Mishandling
209
+ - **Severity**: HIGH
210
+ - **Description**: NH RSA 540-A has strict requirements — separate escrow account, written receipt within 30 days, interest payments, 30-day return. Violations can result in landlord forfeiting right to retain any portion of deposit and owing damages. First-time landlords frequently violate these requirements unknowingly.
211
+ - **Mitigation**: Lease must spell out the process explicitly. Include a checklist for landlords (separate from lease) to follow. The escrow account must be opened before collecting any deposit.
212
+
213
+ ### Risk 3: Shared Space Disputes
214
+ - **Severity**: MEDIUM
215
+ - **Description**: Landlord and tenant share a driveway, yard, and possibly utilities. Proximity creates friction points: noise, parking, yard use, maintenance responsibilities, guest behavior. These disputes are amplified because the parties are also landlord-tenant (power imbalance).
216
+ - **Mitigation**: Detailed shared-space rules in lease. Site diagram (Exhibit B) showing boundaries. Mediation clause. Clear maintenance responsibility assignment (who shovels driveway, who mows which areas).
217
+
218
+ ### Risk 4: Utility Cost Disputes
219
+ - **Severity**: MEDIUM
220
+ - **Description**: If utilities are not sub-metered, allocating costs between primary residence and ADU will be contentious. Even "included in rent" creates risk if the landlord underestimates usage.
221
+ - **Mitigation**: Strongly recommend sub-metering during construction. If not sub-metered, include a utility allowance in rent with a clause allowing rent adjustment at renewal to account for actual usage.
222
+
223
+ ### Risk 5: Short-Term Rental Misuse
224
+ - **Severity**: LOW-MEDIUM
225
+ - **Description**: Tenant could attempt to sublet the ADU on Airbnb/VRBO, violating the long-term rental intent and potentially the RS zoning district rules.
226
+ - **Mitigation**: Explicit lease prohibition on subletting and short-term rental. Clause stating lease violation if unit is listed on any short-term rental platform.
227
+
228
+ ### Risk 6: Landlord Entry Disputes
229
+ - **Severity**: LOW-MEDIUM
230
+ - **Description**: Because landlord lives on the same property, the temptation to "check in" on the unit is higher. Tenant may feel surveilled. NH requires "reasonable notice" for landlord entry but does not define a specific timeframe [VERIFY: whether NH has a statutory minimum notice period for landlord entry, or if it is common-law "reasonable"].
231
+ - **Mitigation**: Lease should define a specific notice period (24-48 hours recommended) and enumerate permitted entry reasons (repairs, inspection, emergency, showing to prospective tenants). Include a clause affirming tenant's right to quiet enjoyment.
232
+
233
+ ---
234
+
235
+ ## Recommended Approach
236
+
237
+ ### Overall Structure
238
+ Draft the lease as a single primary document with clearly labeled sections, plus mandatory attachments:
239
+
240
+ 1. **Primary Lease Agreement** (~15-20 pages) containing all terms organized by subject matter
241
+ 2. **Exhibit A**: Legal description of premises (ADU unit)
242
+ 3. **Exhibit B**: Site diagram showing ADU boundaries, parking, shared areas, exclusive areas
243
+ 4. **Exhibit C**: Move-in/Move-out Condition Checklist
244
+ 5. **Addendum 1**: Lead Paint Disclosure (EPA standard form, required by law)
245
+ 6. **Addendum 2**: Pet Agreement (if applicable, executed separately)
246
+ 7. **Addendum 3**: Property Rules for Shared Spaces
247
+
248
+ ### Key Structural Choices
249
+ - **12-month fixed term** converting to month-to-month
250
+ - **Sub-metering recommended** during construction; lease template supports both sub-metered and included-in-rent scenarios
251
+ - **Mandatory mediation** before litigation (except nonpayment/emergency)
252
+ - **Renter's insurance required** ($100K liability minimum)
253
+ - **Site diagram** for shared space boundaries
254
+ - **Explicit short-term rental prohibition**
255
+ - **24-hour landlord entry notice** with enumerated reasons
256
+
257
+ ### Drafting Priorities
258
+ 1. **Lead paint compliance** — non-negotiable, highest liability exposure
259
+ 2. **Security deposit provisions** — strict RSA 540-A compliance, spell out every requirement
260
+ 3. **Shared space terms** — the ADU-specific risk unique to this property
261
+ 4. **Standard protective clauses** — termination, maintenance, insurance, governing law
262
+ 5. **Flexibility provisions** — utility allocation placeholder, pet policy framework
263
+
264
+ ### Items Requiring Further Input Before Final Draft
265
+ - Rent amount (market research needed for Concord 1BR)
266
+ - Utility sub-metering decision (depends on construction scope)
267
+ - Exact parking spot designation
268
+ - Yard boundary decisions (requires site diagram)
269
+ - Whether lead paint testing/abatement will occur during construction
270
+ - Pet policy preference (recommend case-by-case as default)
@@ -0,0 +1,32 @@
1
+ # Phase 4: Multi-Specialist Coordination Test
2
+
3
+ ## Objective
4
+ Validate that multiple specialists can work on the same project, at different depth levels, and that cross-blueprint dependency checking catches inconsistencies.
5
+
6
+ ## Test Cases
7
+
8
+ ### Test 4A: Light Mode Specialist (Legal-Analyst, Task 4)
9
+ - **Task**: Landlord Registration & Compliance Checklist
10
+ - **Depth**: Light (autonomous — no user gate)
11
+ - **Expected**: Single subagent writes stage1 + blueprint in one pass (abbreviated exploration, no decisions presented to user)
12
+ - **Pass criteria**: Blueprint produced without user interaction, covers all acceptance criteria
13
+
14
+ ### Test 4B: Standard Mode Specialist (Financial-Analyst, Task 2)
15
+ - **Task**: Rental Market Analysis
16
+ - **Depth**: Standard (confirmatory gate)
17
+ - **Expected**: Stage 1 produces abbreviated findings (Research + Approach + 1-2 decisions), user gate confirms, Stage 2 produces blueprint
18
+ - **Pass criteria**: User gate triggers with fewer decisions than Deep mode, blueprint covers all acceptance criteria
19
+
20
+ ### Test 4C: Cross-Blueprint Dependency Check
21
+ - **Input**: Task 4 blueprint (legal) + Task 1 blueprint (legal, from Phase 3b) + Task 2 blueprint (financial)
22
+ - **Check**: Haiku scans all blueprints for shared assumptions, conflicting terms, missing cross-references
23
+ - **Pass criteria**: Detects any inconsistencies (or confirms consistency) with specific evidence
24
+
25
+ ## Execution Order
26
+ 1. Test 4A (Light, parallel-safe — no user interaction needed)
27
+ 2. Test 4B (Standard, needs user gate)
28
+ 3. Test 4C (dependency check, needs 4A + 4B complete)
29
+
30
+ ## Project Context
31
+ Same as Phase 3: property_facts.md + nh_landlord_tenant_notes.md
32
+ Plan: docs/v9/test/phase2/mock_plan.md (Tasks 2 and 4)