aiox-core 5.0.2 → 5.0.4

package/pro/squads/squad-creator-pro/tasks/extract-knowledge.md

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+---
+task: Extract Knowledge (Framework → SOP → Checklist)
+responsavel: "@tim-ferriss"
+responsavel_type: agent
+atomic_layer: task
+elicit: true
+phase: discovery
+
+# Dependencies
+workflows:
+  - wf-extraction-pipeline
+templates:
+  - pop-extractor-prompt
+config:
+  - squad-config
+---
+
+# Extract Knowledge from Author Sources
+
+**Squad:** squad-creator
+**Phase:** Discovery
+**Agent:** @tim-ferriss
+**Workflow:** wf-extraction-pipeline
+**Pattern:** Zero Invention - 100% Source-Based Extraction
+
+## Purpose
+
+Extract complete knowledge triplet (Framework + SOP + Checklist) from author/expert source materials. Guarantees ZERO invented content - every statement must have a literal citation from the source material.
+
+**Core Principle:** "Se não está na fonte, não existe no output."
+
+## Task Anatomy (HO-TP-001)
+
+| Field | Value |
+|-------|-------|
+| task_name | Extract Knowledge from Author Sources |
+| status | pending |
+| responsible_executor | @tim-ferriss |
+| execution_type | Hybrid (Agent extracts, Human validates) |
+| estimated_time | 2-4h per triplet |
+| input | author_name, topic, sources_path |
+| output | framework.md, sop.md, blueprint.yaml, checklist.md |
+| action_items | See Execution section |
+| acceptance_criteria | All gates passed, 50+ citations, zero invention |
+
+## Inputs
+
+| Input | Type | Required | Description |
+|-------|------|----------|-------------|
+| author_name | string | Yes | Author/expert name (e.g., "Alex Hormozi") |
+| topic | string | Yes | Specific topic to extract (e.g., "Value Equation") |
+| sources_path | path | Yes | Path to source materials (books, transcripts, etc.) |
+| output_squad | string | No | Target squad (default: inferred from author) |
+| format | enum | No | `triplet` (default), `framework`, `sop`, `checklist` |
+| depth | enum | No | `quick`, `standard` (default), `deep` |
+
+## Outputs
+
+| Output | Type | Location | Description |
+|--------|------|----------|-------------|
+| framework | MD | `squads/{squad}/docs/frameworks/{topic}-framework.md` | Conceptual model (formulas, principles) |
+| sop | MD | `squads/{squad}/docs/sops/{topic}-sop.md` | Operational process (steps, executors) |
+| blueprint | YAML | `squads/{squad}/docs/sops/{topic}-squad-blueprint.yaml` | Agent configuration |
+| checklist | MD | `squads/{squad}/checklists/{topic}-sop-checklist.md` | Validation checklist |
+
+---
+
+## Execution
+
+### Phase 0: Source Validation (BLOCKING)
+
+**Gate:** SOURCE_COVERAGE
+**Duration:** 15-30 min
+
+#### Step 0.1: Inventory Sources
+
+```yaml
+action: "List all available source files"
+command: "ls -la {sources_path}"
+output:
+  - file_list
+  - total_pages_or_minutes
+  - source_types
+```
+
+#### Step 0.2: Relevance Classification
+
+For each source, evaluate:
+
+| Criterion | Question | Score |
+|-----------|----------|-------|
+| Direct mention | Source mentions {topic} by name? | 0-3 |
+| Process explained | Author explains how to do it? | 0-3 |
+| Examples given | Practical examples included? | 0-2 |
+| Quotable content | Has usable quotes? | 0-2 |
+
+**Threshold:** Include sources with score ≥ 5/10
+
+#### Step 0.3: Coverage Validation
+
+```yaml
+minimum_requirements:
+  pages_or_minutes: 5+
+  direct_quotes: 3+
+  practical_examples: 2+
+  framework_identifiable: true
+
+decision:
+  GO: "4/4 requirements met"
+  CONDITIONAL: "3/4 + acquisition plan"
+  NO_GO: "<3/4 → STOP, get more sources"
+```
+
+**Elicit if NO_GO:**
+```
+❌ Fontes insuficientes para extração de "{topic}".
+
+Faltam:
+- [ ] Mais X páginas/minutos de conteúdo
+- [ ] Citações diretas sobre o tema
+- [ ] Exemplos práticos do autor
+
+Opções:
+1. Fornecer fontes adicionais
+2. Pesquisar por mais material (Deep Research)
+3. Ajustar escopo do topic
+```
+
+**Output:** `source_inventory.yaml`
+
+---
+
+### Phase 1: Framework Extraction
+
+**Gate:** FRAMEWORK_QUALITY
+**Duration:** 30-60 min
+**Skip if:** format == 'sop' OR format == 'checklist'
+
+#### Step 1.1: Identify Core Formula
+
+```yaml
+question: "O autor resume o conceito em uma fórmula/equação?"
+search_patterns:
+  - "equals", "is", "formula", "equation"
+  - Mathematical notation
+  - "X = Y / Z" patterns
+output:
+  core_formula: "[extracted formula]"
+  source: "[SOURCE: page/minute]"
+```
+
+**Example:**
+```
+Value = (Dream Outcome × Perceived Likelihood) / (Time Delay × Effort & Sacrifice)
+[SOURCE: $100M Offers, Chapter 6, p.47]
+```
+
+#### Step 1.2: Map Components/Pillars
+
+```yaml
+question: "Quais são os elementos fundamentais do framework?"
+search_patterns:
+  - "The X pillars", "The X steps"
+  - Numbered lists
+  - "First... Second... Third..."
+output:
+  components:
+    - name: "[Component name]"
+      description: "[Author's description]"
+      source: "[SOURCE: page/minute]"
+```
+
+#### Step 1.3: Extract Principles/Axioms
+
+```yaml
+question: "Quais verdades o autor considera absolutas?"
+search_patterns:
+  - "Always...", "Never..."
+  - "The key is...", "The secret is..."
+  - Emphasized statements
+output:
+  principles:
+    - principle: "[Exact quote]"
+      context: "[When it applies]"
+      source: "[SOURCE: page/minute]"
+```
+
+#### Step 1.4: Document Relationships
+
+```yaml
+question: "Como os componentes se conectam?"
+output:
+  relationships:
+    - from: "[Component A]"
+      to: "[Component B]"
+      relation: "[increases/decreases/enables/blocks]"
+      source: "[SOURCE: page/minute]"
+```
+
+#### Step 1.5: Collect Author Examples
+
+```yaml
+question: "Como o autor demonstra o framework?"
+requirement: "ONLY examples from the author - NEVER invented"
+output:
+  examples:
+    - scenario: "[What the author described]"
+      application: "[How framework was applied]"
+      result: "[Outcome mentioned]"
+      source: "[SOURCE: page/minute]"
+```
+
+#### Step 1.6: Compile Literal Quotes
+
+```yaml
+requirement: "Minimum 15 quotes with [SOURCE: page/minute]"
+format: |
+  > "[Exact quote from author]"
+  > — {author_name}, [SOURCE: book/video, page/minute]
+```
+
+#### Framework Quality Gate
+
+| Criterion | Requirement | Status |
+|-----------|-------------|--------|
+| Core formula | Identified with citation | [ ] |
+| Components | 3+ documented | [ ] |
+| Principles | 5+ extracted | [ ] |
+| Examples | 3+ from author (not invented) | [ ] |
+| Quotes | 15+ with sources | [ ] |
+| Zero invention | No unsourced claims | [ ] |
+
+**Threshold:** 6/6 required
+
+**Output:** `{topic}-framework.md`
+
+---
+
+### Phase 2: SOP Extraction
+
+**Gate:** SOP_QUALITY
+**Duration:** 45-90 min
+**Depends on:** Phase 1 (if triplet mode)
+**Skip if:** format == 'framework' OR format == 'checklist'
+
+#### Step 2.1: Identify Author's Process
+
+```yaml
+question: "O autor descreve uma sequência de ações?"
+search_patterns:
+  - "First... Then... Finally..."
+  - "Step 1... Step 2..."
+  - "Start by... Next... End with..."
+sources:
+  - Framework from Phase 1
+  - Practical examples in source material
+output:
+  process_outline:
+    - phase: "[Phase name]"
+      steps: ["Step 1", "Step 2", ...]
+      source: "[SOURCE: page/minute]"
+```
+
+#### Step 2.2: Decompose into Atomic Steps
+
+For each identified step:
+
+```yaml
+step_template:
+  step_number: X
+  step_name: "[Verb] + [Object]"
+
+  # 8-Field Task Anatomy
+  description: "[What to do - from author]"
+  cognitive_type: "Perception|Analysis|Synthesis|Judgment|Creativity|Memory|Empathy|Accountability"
+  automation_potential: "High|Medium|Low"
+  executor: "Human|Agent|Worker|Hybrid"
+  precondition: "[What must exist before]"
+  output: "[What is produced]"
+  guardrails: "[Limits and validations]"
+  decision_rule: "IF [condition] THEN [next step]"
+
+  # Source tracking
+  source: "[SOURCE: page/minute]"
+```
+
+**Cognitive Type Guide:**
+
+| Author Signal | Cognitive Type |
+|---------------|----------------|
+| "Look at...", "Notice..." | Perception |
+| "Remember that...", "Recall..." | Memory |
+| "Compare...", "Evaluate..." | Analysis |
+| "Combine...", "Create..." | Synthesis |
+| "Decide...", "Choose..." | Judgment |
+| "Invent...", "Brainstorm..." | Creativity |
+| "Understand their...", "Feel..." | Empathy |
+| "Track...", "Measure..." | Accountability |
+
+#### Step 2.3: Extract Decision Rules
+
+```yaml
+question: "Onde o autor indica decisões/bifurcações?"
+search_patterns:
+  - "If... then..."
+  - "When... do..."
+  - "Depends on..."
+  - "Unless..."
+format: |
+  RULE: [Rule name]
+  IF: [Condition from author]
+  THEN: [Action from author]
+  ELSE: [Alternative from author]
+  SOURCE: [page/minute]
+```
+
+#### Step 2.4: Document Exceptions
+
+```yaml
+question: "O autor menciona casos especiais?"
+search_patterns:
+  - "Except when..."
+  - "Unless..."
+  - "The only time..."
+  - "Never do this if..."
+output:
+  exceptions:
+    - scenario: "[Exception scenario]"
+      handling: "[What to do instead]"
+      source: "[SOURCE: page/minute]"
+```
+
+#### Step 2.5: Define Expected Outputs
+
+```yaml
+question: "O que cada fase produz?"
+output:
+  phase_outputs:
+    - phase: "[Phase name]"
+      deliverable: "[What is produced]"
+      format: "[How it looks]"
+      source: "[SOURCE: page/minute]"
+```
+
+#### Step 2.6: Compile Appendix D
+
+```yaml
+requirement: "50+ references with [SOURCE: page/minute]"
+format: |
+  | ID | Quote/Reference | Source | Page/Min | SOP Section |
+  |----|-----------------|--------|----------|-------------|
+  | 001 | "[Quote]" | [Book/Video] | p.47 | Part 5, Step 3 |
+```
+
+#### SOP Quality Gate
+
+| Criterion | Requirement | Status |
+|-----------|-------------|--------|
+| Steps documented | 8+ steps | [ ] |
+| Task Anatomy | 8 fields per step | [ ] |
+| Decision rules | All forks covered | [ ] |
+| Appendix D | 50+ references | [ ] |
+| Zero invention | All steps sourced | [ ] |
+| Logical flow | Start to finish | [ ] |
+
+**Threshold:** 6/6 required
+
+**Output:**
+- `{topic}-sop.md`
+- `{topic}-squad-blueprint.yaml`
+
+---
+
+### Phase 3: Checklist Generation
+
+**Gate:** CHECKLIST_QUALITY
+**Duration:** 15-30 min
+**Depends on:** Phase 2
+**Skip if:** format == 'framework' OR format == 'sop'
+
+#### Step 3.1: Read Complete SOP
+
+```yaml
+action: "Load SOP from Phase 2"
+input: "{topic}-sop.md"
+extract:
+  - all_steps
+  - all_preconditions
+  - all_outputs
+  - all_guardrails
+  - all_decision_rules
+```
+
+#### Step 3.2: Generate Step Checkboxes
+
+For each SOP step:
+
+```markdown
+### Step X: [Step Name]
+
+**Preconditions:**
+- [ ] [Precondition 1 from SOP]
+- [ ] [Precondition 2 from SOP]
+
+**Execution:**
+- [ ] [Action item 1 from SOP]
+- [ ] [Action item 2 from SOP]
+
+**Output Validation:**
+- [ ] [Output 1] produced
+- [ ] [Output 1] meets [quality criteria from SOP]
+
+**Guardrails:**
+- [ ] [Guardrail 1] verified
+- [ ] [Guardrail 2] verified
+```
+
+#### Step 3.3: Generate Gate Checkboxes
+
+For each quality gate in SOP:
+
+```markdown
+### Quality Gate: [Gate Name]
+
+- [ ] [Criterion 1 from SOP]
+- [ ] [Criterion 2 from SOP]
+- [ ] [Criterion 3 from SOP]
+- [ ] Minimum score achieved: [X/Y]
+
+**Decision:**
+- [ ] PASS → Proceed to next phase
+- [ ] FAIL → Return to [step] for remediation
+```
+
+#### Step 3.4: Validate 1:1 Correspondence
+
+```yaml
+validation:
+  for_each_checkbox:
+    - has_corresponding_sop_element: true
+    - source_traceable: true
+  for_each_sop_step:
+    - has_checkbox_coverage: true
+  invented_checkboxes: 0
+```
+
+#### Checklist Quality Gate
+
+| Criterion | Requirement | Status |
+|-----------|-------------|--------|
+| Step coverage | 100% of SOP steps | [ ] |
+| Checkbox mapping | Each → SOP element | [ ] |
+| Zero invention | No "safety" additions | [ ] |
+| Gates included | All quality gates | [ ] |
+| Logical sequence | Matches SOP order | [ ] |
+
+**Threshold:** 5/5 required
+
+**Output:** `{topic}-sop-checklist.md`
+
+---
+
+## Anti-Invention Validation
+
+**Run after each phase:**
+
+### Framework Anti-Invention Check
+
+- [ ] Every formula has literal citation?
+- [ ] Every principle comes from author quote?
+- [ ] Every example is from author (not invented)?
+- [ ] No generic "best practices" added?
+- [ ] 15+ quotes with [SOURCE: page/minute]?
+
+### SOP Anti-Invention Check
+
+- [ ] Every step has author example or instruction?
+- [ ] Appendix D has 50+ references?
+- [ ] No steps from "general experience"?
+- [ ] Decision rules extracted from author?
+- [ ] Guardrails based on author warnings?
+
+### Checklist Anti-Invention Check
+
+- [ ] Every checkbox maps to SOP step?
+- [ ] No "safety" checkboxes invented?
+- [ ] Sequence reflects SOP faithfully?
+
+---
+
+## Validation
+
+**Validation Type:** Human review required
+
+**Final Validation Checklist:**
+
+- [ ] Phase 0: SOURCE_COVERAGE gate passed
+- [ ] Phase 1: FRAMEWORK_QUALITY gate passed (if applicable)
+- [ ] Phase 2: SOP_QUALITY gate passed (if applicable)
+- [ ] Phase 3: CHECKLIST_QUALITY gate passed (if applicable)
+- [ ] Anti-invention checks: ALL passed
+- [ ] Appendix D: 50+ citations present
+- [ ] Triplet files: All created in correct locations
+
+**Quality Gate Summary:**
+
+| Gate | Phase | Blocking | Status |
+|------|-------|----------|--------|
+| SOURCE_COVERAGE | 0 | Yes | [ ] |
+| FRAMEWORK_QUALITY | 1 | Yes | [ ] |
+| SOP_QUALITY | 2 | Yes | [ ] |
+| CHECKLIST_QUALITY | 3 | Yes | [ ] |
+
+---
+
+## Handoff
+
+```yaml
+handoff:
+  to: "create-squad OR validate-squad"
+  trigger: "all_gates_passed = true"
+  data_transferred:
+    - framework.md
+    - sop.md
+    - blueprint.yaml
+    - checklist.md
+  validation: "Human confirms zero invention"
+```
+
+---
+
+## Error Handling
+
+| Error | Cause | Resolution |
+|-------|-------|------------|
+| SOURCE_COVERAGE failed | Insufficient material | Request more sources, run Deep Research |
+| FRAMEWORK_QUALITY failed | Missing citations | Return to sources, find literal quotes |
+| SOP_QUALITY failed | <50 references | Expand Appendix D, cite more |
+| CHECKLIST_QUALITY failed | Invented checkboxes | Remove non-SOP items |
+| Invention detected | Unsourced claim | Delete or find source |
+
+---
+
+## Examples
+
+**Good extraction signals:**
+- `> "The formula is X = Y / Z" [SOURCE: p.47]` → Literal quote
+- `Step derived from: "First, do X, then Y" [SOURCE: min 23:45]` → Traceable
+- `Example from author: Gym Launch case [SOURCE: Ch.5]` → Author's example
+
+**Red flag signals:**
+- "Generally, experts recommend..." → NO SOURCE
+- "Best practice is to..." → GENERIC
+- "It's common to add..." → INVENTED
+- Step without [SOURCE: ...] → UNTRACEABLE
+
+---
+
+## Commands
+
+```bash
+# Full triplet extraction
+*extract-knowledge "Alex Hormozi" --topic "Value Equation" --sources ./sources/
+
+# Framework only
+*extract-knowledge "Alex Hormozi" --topic "Value Equation" --format framework
+
+# SOP from existing framework
+*extract-knowledge "Alex Hormozi" --topic "Value Equation" --format sop --framework ./framework.md
+
+# Checklist from existing SOP
+*extract-knowledge "Alex Hormozi" --topic "Value Equation" --format checklist --sop ./sop.md
+```
+
+---
+
+**Pattern Compliance:** SC-PE-001 ✓ | HO-TP-001 ✓ | WF-EXTRACTION-PIPELINE ✓