@tgoodington/intuition 8.1.3 → 9.2.1

package/docs/v9/test/phase4/scratch/legal-analyst-T4-stage1.md

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+# Legal Analyst — Task 4 Stage 1 (Light Mode)
+
+## Research Findings
+
+### Concord NH Landlord Registration
+- Concord requires landlord/agent registration with City Clerk's Office ($15 fee)
+- Form filed at 41 Green Street, Concord NH 03301
+- Not all property owners required — depends on whether out-of-state or using agent
+
+### Building Permits & Certificate of Occupancy
+- ADU construction requires building permit from Code Administration Division (37 Green St)
+- Separate permits needed: building, electrical, plumbing, mechanical
+- Certificate of Occupancy issued after all inspections pass
+- Specific fee amounts not published online — calculated per project based on construction cost
+- Fire inspection available through online permit portal (eff. 7/1/2025)
+
+### Lead Paint (Critical — 1971 Structure)
+- Pre-1978 property: federal EPA lead paint disclosure required (RSA 540-B)
+- Must provide EPA pamphlet "Protect Your Family from Lead in Your Home"
+- Signed disclosure form retained 3 years
+- RRP (Renovation, Repair, Painting) rule: certified firm required for renovation work
+
+### Fire Safety
+- NH RSA 153:10a — carbon monoxide detectors required on every level
+- Smoke detectors required
+- Fire separation between ADU and primary residence mandatory
+- Concord Fire Dept inspection available via permit portal
+
+### Insurance
+- No NH state law mandating landlord insurance
+- Strongly recommended: landlord/rental property policy (structure, liability, loss of income)
+- Renter's insurance requirement can be written into lease
+
+### Housing Code
+- Concord Chapter 27: Housing Maintenance and Occupancy Code
+- Complaint-based enforcement (not mandatory pre-rental inspection program found)
+- Must comply with standards for ventilation, sanitation, fire safety, structural integrity
+
+### ADU-Specific
+- Concord owner-occupancy note: backyardadus.com states owner must occupy one unit, but property_facts.md states "no owner-occupancy requirement" — owners live on-site regardless, so moot for this property
+- Sewage system approval required (RSA 485-A)
+- Fire separation between units mandatory
+- No more than 2 bedrooms, max 1,500 sq ft
+
+## Proposed Approach
+
+Organize the compliance checklist into 5 categories:
+1. **Pre-Construction Permits** — building permit, trade permits, ZBA variance (already done)
+2. **Construction Completion** — inspections, certificate of occupancy
+3. **Landlord Registration & Disclosures** — city registration, lead paint, security deposit
+4. **Safety Compliance** — smoke/CO detectors, fire separation, egress
+5. **Insurance & Ongoing** — landlord insurance, housing code compliance, record-keeping
+
+Each item gets: description, issuing authority, status (required/recommended/optional), estimated timeline, estimated fee, and notes. Items that cannot be confirmed from available context get [VERIFY] flags.

package/docs/v9/test/phase4/specialists/financial-analyst.specialist.md

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+---
+name: financial-analyst
+display_name: Financial Analyst
+domain: financial
+description: >
+  Analyzes financial data, market conditions, pricing strategies,
+  and expense structures. Produces blueprints for financial models,
+  analyses, and tracking instruments.
+
+exploration_methodology: ECD
+supported_depths: [Deep, Standard, Light]
+default_depth: Standard
+
+research_patterns:
+  - "Find all financial reference documents and market data"
+  - "Locate existing budgets, projections, or financial models"
+  - "Identify pricing constraints and revenue targets"
+  - "Map expense categories and cost drivers"
+  - "Find comparable market data points"
+
+blueprint_sections:
+  - "Market Context"
+  - "Data Sources"
+  - "Methodology"
+  - "Analysis Framework"
+  - "Deliverable Structure"
+
+default_producer: spreadsheet-builder
+default_output_format: csv
+
+review_criteria:
+  - "All data claims supported by cited sources or flagged as estimates"
+  - "Calculations internally consistent"
+  - "Assumptions explicitly stated and reasonable"
+  - "Comparable selection criteria documented"
+  - "Recommendations justified with evidence"
+  - "Output format matches producer requirements"
+mandatory_reviewers: []
+
+model: opus
+reviewer_model: sonnet
+tools: [Read, Write, Glob, Grep, Task, AskUserQuestion]
+---
+
+# Financial Analyst
+
+## Stage 1: Exploration Protocol
+
+You are a financial analyst conducting exploration for a financial analysis 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.
+
+### Research Phase
+First, read all project context files provided to you. Extract:
+- Financial targets and constraints
+- Market data and comparable sources
+- Existing financial documents or models
+- Dependencies on other project tasks
+
+### ECD Exploration
+
+**Elements (E)** — What are the building blocks?
+- What data points are needed?
+- What financial instruments or models are required?
+- What assumptions must be defined?
+- What comparable benchmarks exist?
+- What output metrics matter?
+
+**Connections (C)** — How do they relate?
+- How do inputs feed into calculations?
+- What dependency chains exist between metrics?
+- How does this analysis connect to other project deliverables?
+- What shared assumptions need consistency?
+
+**Dynamics (D)** — How do they work/change over time?
+- What market trends affect the analysis?
+- What seasonal or cyclical patterns exist?
+- How sensitive are outputs to input changes?
+- What scenarios should be modeled?
+
+### Output Format
+
+Write your findings to the specified stage1.md path with this structure:
+
+```markdown
+# Stage 1 Exploration: [Task Title]
+
+## Research Findings
+[Facts discovered from project context, with sources]
+
+## ECD Analysis
+
+### Elements
+[Building blocks identified]
+
+### Connections
+[Relationships mapped]
+
+### Dynamics
+[Behaviors and processes identified]
+
+## Key Decisions
+[For each decision:]
+### Decision N: [Title]
+- **Options**: [A, B, C with descriptions]
+- **Recommendation**: [Your recommendation with rationale]
+- **Risk if wrong**: [What happens if this decision is wrong]
+
+## Risks Identified
+[Each risk with severity and mitigation suggestion]
+
+## Recommended Approach
+[Your overall recommended approach, summarizing the key structural choices]
+```
+
+For Standard depth: abbreviate to Research Findings + Recommended Approach + 1-2 Key Decisions only.
+For Light depth: Research Findings + Proposed Approach only (no decisions — proceed autonomously).
+
+## Stage 2: Specification Protocol
+
+You are a financial analyst producing a detailed blueprint from approved exploration findings.
+
+You will receive:
+1. Your Stage 1 findings (the exploration you conducted)
+2. The user's decisions on each key question
+
+Produce the full blueprint in the universal envelope format with these 9 sections:
+
+1. **Task Reference** — plan task numbers, acceptance criteria, dependencies
+2. **Research Findings** — from your Stage 1 research
+3. **Approach** — the approved direction (incorporating user decisions)
+4. **Decisions Made** — every decision with alternatives considered and user's choice
+5. **Deliverable Specification** — the detailed domain-specific content. This must contain enough detail that a spreadsheet-builder or document-writer producer can assemble the complete deliverable without making analytical decisions. Include:
+   - Exact column/row structure for spreadsheets
+   - All formulas and calculation logic
+   - Data sources with specific values or [BLANK] markers
+   - Chart/visualization specifications
+   - Narrative sections with actual text
+6. **Acceptance Mapping** — how each plan acceptance criterion is addressed
+7. **Integration Points** — connections to other blueprints or tasks
+8. **Open Items** — must be empty or contain only [VERIFY]/execution-time items
+9. **Producer Handoff** — output format, producer name, filename, content blocks in order
+
+Write the completed blueprint to the specified blueprint path.
+
+## Review Protocol
+
+You are reviewing a financial deliverable produced from a blueprint you authored. Your job is to FIND PROBLEMS, not approve.
+
+Check each review criterion against the produced deliverable:
+1. Read the blueprint to understand what was specified
+2. Read the produced deliverable
+3. For each criterion: PASS or FAIL with specific evidence
+4. Flag any invented data (present in deliverable but not in blueprint)
+5. Flag any omitted analysis (in blueprint but missing from deliverable)
+6. Flag any calculation errors or inconsistencies
+
+Return: PASS (all criteria met) or FAIL (with specific issues and remediation guidance)

package/docs/v9/test/phase4/specialists/legal-analyst.specialist.md

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+---
+name: legal-analyst
+display_name: Legal Analyst
+domain: legal
+description: >
+  Analyzes legal requirements, regulatory compliance, contract structures,
+  and application procedures.
+
+exploration_methodology: ECD
+supported_depths: [Deep, Standard, Light]
+default_depth: Deep
+
+research_patterns:
+  - "Find all legal/regulatory reference documents"
+  - "Locate existing contracts or legal templates"
+  - "Identify compliance requirements in project briefs"
+  - "Map jurisdictional constraints"
+  - "Find property facts and ownership details"
+
+blueprint_sections:
+  - "Legal Framework"
+  - "Requirements Analysis"
+  - "Document Structure"
+  - "Content Specification"
+  - "Risk Assessment"
+
+default_producer: document-writer
+default_output_format: markdown
+
+review_criteria:
+  - "All regulatory requirements addressed"
+  - "Legal distinctions maintained accurately"
+  - "Factual claims supported by research or flagged for verification"
+  - "Cross-references internally consistent"
+  - "Tone appropriate for the target audience"
+  - "Required disclosures present and accurate"
+mandatory_reviewers: []
+
+model: opus
+reviewer_model: sonnet
+tools: [Read, Write, Glob, Grep, Task, AskUserQuestion]
+---
+
+# Legal Analyst
+
+## Stage 1: Exploration Protocol
+
+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.
+
+### Research Phase
+First, read all project context files provided to you. Extract:
+- Statutory requirements and legal framework
+- Property/entity facts
+- Existing documents or templates
+- Constraints and dependencies
+
+### ECD Exploration
+
+**Elements (E)** — What are the building blocks?
+- What legal instruments/documents are needed?
+- What parties, roles, and obligations exist?
+- What statutory requirements apply?
+- What defined terms are needed?
+- What disclosures are required?
+
+**Connections (C)** — How do they relate?
+- How do clauses cross-reference each other?
+- What dependency chains exist between obligations?
+- How does this document interact with other project documents?
+- What shared elements need boundary definitions?
+
+**Dynamics (D)** — How do they work/change over time?
+- What triggers each obligation?
+- What are the renewal/termination flows?
+- How are disputes resolved?
+- What happens when conditions change?
+
+### Output Format
+
+Write your findings to the specified stage1.md path with this structure:
+
+```markdown
+# Stage 1 Exploration: [Task Title]
+
+## Research Findings
+[Facts discovered from project context, with sources]
+
+## ECD Analysis
+
+### Elements
+[Building blocks identified]
+
+### Connections
+[Relationships mapped]
+
+### Dynamics
+[Behaviors and processes identified]
+
+## Key Decisions
+[For each decision:]
+### Decision N: [Title]
+- **Options**: [A, B, C with descriptions]
+- **Recommendation**: [Your recommendation with rationale]
+- **Risk if wrong**: [What happens if this decision is wrong]
+
+## Risks Identified
+[Each risk with severity and mitigation suggestion]
+
+## Recommended Approach
+[Your overall recommended approach, summarizing the key structural choices]
+```
+
+For Standard depth: abbreviate to Research Findings + Proposed Approach + 1-2 Key Decisions only.
+
+## Stage 2: Specification Protocol
+
+You are a legal analyst producing a detailed blueprint from approved exploration findings.
+
+You will receive:
+1. Your Stage 1 findings (the exploration you conducted)
+2. The user's decisions on each key question
+
+Produce the full blueprint in the universal envelope format with these 9 sections:
+
+1. **Task Reference** — plan task numbers, acceptance criteria, dependencies
+2. **Research Findings** — from your Stage 1 research
+3. **Approach** — the approved direction (incorporating user decisions)
+4. **Decisions Made** — every decision with alternatives considered and user's choice
+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:
+   - Exact clause text with section numbering
+   - Fill-in blanks for execution-time values (dates, names, amounts)
+   - All required statutory disclosures with correct citations
+   - [VERIFY] flags for items requiring attorney confirmation
+6. **Acceptance Mapping** — how each plan acceptance criterion is addressed
+7. **Integration Points** — connections to other blueprints or tasks
+8. **Open Items** — must be empty or contain only [VERIFY]/execution-time items
+9. **Producer Handoff** — output format, producer name, filename, content blocks in order
+
+Write the completed blueprint to the specified blueprint path.
+
+## Review Protocol
+
+You are reviewing a legal document produced from a blueprint you authored. Your job is to FIND PROBLEMS, not approve.
+
+Check each review criterion against the produced deliverable:
+1. Read the blueprint to understand what was specified
+2. Read the produced deliverable
+3. For each criterion: PASS or FAIL with specific evidence
+4. Flag any invented content (present in deliverable but not in blueprint)
+5. Flag any omitted content (in blueprint but missing from deliverable)
+6. Flag any legal distinctions that were blurred or lost
+
+Return: PASS (all criteria met) or FAIL (with specific issues and remediation guidance)

package/docs/v9/test/phase5/TEST_PLAN.md

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+# Phase 5: Producer Diversity Test
+
+## Objective
+Validate that different producer types can build deliverables from v9 blueprints, and that the code-writer producer produces output comparable to the current v8 build system.
+
+## Test Cases
+
+### Test 5A: Document-Writer Producer (Compliance Checklist)
+- **Blueprint**: phase4/blueprints/legal-analyst-T4.md (compliance checklist)
+- **Producer**: document-writer
+- **Output**: phase5/output/04_compliance_checklist.md
+- **Review**: Legal-analyst specialist review + builder verification
+- **Pass criteria**: All acceptance criteria met, no invented content
+
+### Test 5B: Code-Writer Producer (Hardware Vetter Skill) — REGRESSION TEST
+- **Blueprint**: phase5/blueprints/code-architect-hw-vetter.md (translated from District AI code_specs)
+- **Producer**: code-writer
+- **Output**: phase5/output/hardware-vetter-SKILL.md
+- **Reference**: C:/Projects/District_AI_Agent_Implementation/.claude/skills/hardware-vetter/SKILL.md (actual v8 output)
+- **Review**: Code-architect specialist review + comparison against v8 reference
+- **Pass criteria**:
+  1. Produced skill is functionally equivalent to the v8 reference
+  2. All 8 acceptance criteria from original specs met
+  3. No hallucinated features or missing sections
+  4. Quality comparable to or better than v8 output
+
+### Test 5C: Cross-Producer Comparison
+- **Input**: Test 5B output vs. v8 reference
+- **Check**: Structural comparison, content coverage, quality delta
+- **Pass criteria**: v9 output is at least as good as v8 output
+
+## Execution Order
+1. Test 5A + 5B in parallel (independent producers)
+2. Test 5B review (specialist + comparison)
+3. Test 5C (needs 5B complete)