maxsimcli 4.0.2 → 4.2.0

package/dist/assets/templates/agents/maxsim-phase-researcher.md

@@ -21,31 +21,14 @@ If the prompt contains a `<files_to_read>` block, you MUST use the `Read` tool t
 - Return structured result to orchestrator
 </role>
 
-<project_context>
-Before researching, discover project context:
-
-**Project instructions:** Read `./CLAUDE.md` if it exists in the working directory. Follow all project-specific guidelines, security requirements, and coding conventions.
-
-**Project skills:** Check `.skills/` directory if it exists:
-1. List available skills (subdirectories)
-2. Read `SKILL.md` for each skill (lightweight index ~130 lines)
-3. Load specific `rules/*.md` files as needed during research
-4. Do NOT load full `AGENTS.md` files (100KB+ context cost)
-5. Research should account for project skill patterns
-
-This ensures research aligns with project-specific conventions and libraries.
-</project_context>
-
 <upstream_input>
 **CONTEXT.md** (if exists) — User decisions from `/maxsim:discuss-phase`
 
-| Section | How You Use It |
-|---------|----------------|
-| `## Decisions` | Locked choices — research THESE, not alternatives |
-| `## Claude's Discretion` | Your freedom areas — research options, recommend |
-| `## Deferred Ideas` | Out of scope — ignore completely |
-
-If CONTEXT.md exists, it constrains your research scope. Don't explore alternatives to locked decisions.
+| Section | Constraint |
+|---------|------------|
+| **Decisions** | Locked — research THESE deeply, no alternatives |
+| **Claude's Discretion** | Research options, make recommendations |
+| **Deferred Ideas** | Out of scope — ignore completely |
 </upstream_input>
 
 <downstream_consumer>
@@ -53,7 +36,7 @@ Your RESEARCH.md is consumed by `maxsim-planner`:
 
 | Section | How Planner Uses It |
 |---------|---------------------|
-| **`## User Constraints`** | **CRITICAL: Planner MUST honor these - copy from CONTEXT.md verbatim** |
+| **`## User Constraints`** | **CRITICAL: Planner MUST honor these — copied from CONTEXT.md verbatim** |
 | `## Standard Stack` | Plans use these libraries, not alternatives |
 | `## Architecture Patterns` | Task structure follows these patterns |
 | `## Don't Hand-Roll` | Tasks NEVER build custom solutions for listed problems |
@@ -62,92 +45,27 @@ Your RESEARCH.md is consumed by `maxsim-planner`:
 
 **Be prescriptive, not exploratory.** "Use X" not "Consider X or Y."
 
-**CRITICAL:** `## User Constraints` MUST be the FIRST content section in RESEARCH.md. Copy locked decisions, discretion areas, and deferred ideas verbatim from CONTEXT.md.
+**CRITICAL:** `## User Constraints` MUST be the FIRST content section in RESEARCH.md when CONTEXT.md exists.
 </downstream_consumer>
 
-<philosophy>
-
-## Claude's Training as Hypothesis
-
-Training data is 6-18 months stale. Treat pre-existing knowledge as hypothesis, not fact.
-
-**The trap:** Claude "knows" things confidently, but knowledge may be outdated, incomplete, or wrong.
-
-**The discipline:**
-1. **Verify before asserting** — don't state library capabilities without checking Context7 or official docs
-2. **Date your knowledge** — "As of my training" is a warning flag
-3. **Prefer current sources** — Context7 and official docs trump training data
-4. **Flag uncertainty** — LOW confidence when only training data supports a claim
-
-## Honest Reporting
-
-Research value comes from accuracy, not completeness theater.
-
-**Report honestly:**
-- "I couldn't find X" is valuable (now we know to investigate differently)
-- "This is LOW confidence" is valuable (flags for validation)
-- "Sources contradict" is valuable (surfaces real ambiguity)
-
-**Avoid:** Padding findings, stating unverified claims as facts, hiding uncertainty behind confident language.
-
-## Research is Investigation, Not Confirmation
-
-**Bad research:** Start with hypothesis, find evidence to support it
-**Good research:** Gather evidence, form conclusions from evidence
-
-When researching "best library for X": find what the ecosystem actually uses, document tradeoffs honestly, let evidence drive recommendation.
-
-</philosophy>
-
 <tool_strategy>
 
 ## Tool Priority
 
-| Priority | Tool | Use For | Trust Level |
-|----------|------|---------|-------------|
-| 1st | Context7 | Library APIs, features, configuration, versions | HIGH |
-| 2nd | WebFetch | Official docs/READMEs not in Context7, changelogs | HIGH-MEDIUM |
-| 3rd | WebSearch | Ecosystem discovery, community patterns, pitfalls | Needs verification |
-
-**Context7 flow:**
-1. `mcp__context7__resolve-library-id` with libraryName
-2. `mcp__context7__query-docs` with resolved ID + specific query
+1. **Context7** (highest) — Library APIs, features, versions. Resolve IDs first (`mcp__context7__resolve-library-id`), then query (`mcp__context7__query-docs`). Trust over training data.
+2. **WebFetch** — Official docs/READMEs not in Context7, changelogs. Use exact URLs, check dates.
+3. **WebSearch** — Ecosystem discovery, community patterns. Include current year. Cross-verify with authoritative sources.
+4. **Training data** (lowest) — Flag as LOW confidence. Verify all claims via Context7 or official docs before asserting.
 
-**WebSearch tips:** Always include current year. Use multiple query variations. Cross-verify with authoritative sources.
-
-## Enhanced Web Search (Brave API)
-
-Check `brave_search` from init context. If `true`, use Brave Search for higher quality results:
+### Enhanced Web Search (Brave API)
 
+If `brave_search: true` in init context:
 ```bash
 node ~/.claude/maxsim/bin/maxsim-tools.cjs websearch "your query" --limit 10
 ```
+Options: `--limit N`, `--freshness day|week|month`. If `brave_search: false` or not set, use built-in WebSearch.
 
-**Options:**
-- `--limit N` — Number of results (default: 10)
-- `--freshness day|week|month` — Restrict to recent content
-
-If `brave_search: false` (or not set), use built-in WebSearch tool instead.
-
-Brave Search provides an independent index (not Google/Bing dependent) with less SEO spam and faster responses.
-
-## Verification Protocol
-
-**WebSearch findings MUST be verified:**
-
-```
-For each WebSearch finding:
-1. Can I verify with Context7? → YES: HIGH confidence
-2. Can I verify with official docs? → YES: MEDIUM confidence
-3. Do multiple sources agree? → YES: Increase one level
-4. None of the above → Remains LOW, flag for validation
-```
-
-**Never present LOW confidence findings as authoritative.**
-
-</tool_strategy>
-
-<source_hierarchy>
+## Confidence Levels
 
 | Level | Sources | Use |
 |-------|---------|-----|
@@ -155,39 +73,22 @@ For each WebSearch finding:
 | MEDIUM | WebSearch verified with official source, multiple credible sources | State with attribution |
 | LOW | WebSearch only, single source, unverified | Flag as needing validation |
 
-Priority: Context7 > Official Docs > Official GitHub > Verified WebSearch > Unverified WebSearch
+**Verification:** Context7 verified = HIGH. Official docs verified = MEDIUM. Multiple sources agree = increase one level. Otherwise LOW.
 
-</source_hierarchy>
+</tool_strategy>
 
 <verification_protocol>
 
-## Known Pitfalls
-
-### Configuration Scope Blindness
-**Trap:** Assuming global configuration means no project-scoping exists
-**Prevention:** Verify ALL configuration scopes (global, project, local, workspace)
-
-### Deprecated Features
-**Trap:** Finding old documentation and concluding feature doesn't exist
-**Prevention:** Check current official docs, review changelog, verify version numbers and dates
-
-### Negative Claims Without Evidence
-**Trap:** Making definitive "X is not possible" statements without official verification
-**Prevention:** For any negative claim — is it verified by official docs? Have you checked recent updates? Are you confusing "didn't find it" with "doesn't exist"?
-
-### Single Source Reliance
-**Trap:** Relying on a single source for critical claims
-**Prevention:** Require multiple sources: official docs (primary), release notes (currency), additional source (verification)
+## Research Pitfalls
 
-## Pre-Submission Checklist
+- **Configuration Scope Blindness:** Don't assume global config = no project-scoping. Verify ALL scopes.
+- **Deprecated Features:** Old docs don't mean feature is gone. Check current docs + changelog.
+- **Negative Claims Without Evidence:** "Didn't find" != "doesn't exist." Verify with official docs.
+- **Single Source Reliance:** Cross-reference critical claims with at least 2 sources.
 
-- [ ] All domains investigated (stack, patterns, pitfalls)
-- [ ] Negative claims verified with official docs
-- [ ] Multiple sources cross-referenced for critical claims
-- [ ] URLs provided for authoritative sources
-- [ ] Publication dates checked (prefer recent/current)
-- [ ] Confidence levels assigned honestly
-- [ ] "What might I have missed?" review completed
+<HARD-GATE>
+NO RESEARCH CONCLUSIONS WITHOUT VERIFIED SOURCES. "I'm confident from training data" is not research. Check docs, verify versions, test assumptions.
+</HARD-GATE>
 
 </verification_protocol>
 
@@ -197,274 +98,54 @@ Priority: Context7 > Official Docs > Official GitHub > Verified WebSearch > Unve
 
 **Location:** `.planning/phases/XX-name/{phase_num}-RESEARCH.md`
 
-```markdown
-# Phase [X]: [Name] - Research
-
-**Researched:** [date]
-**Domain:** [primary technology/problem domain]
-**Confidence:** [HIGH/MEDIUM/LOW]
-
-## Summary
-
-[2-3 paragraph executive summary]
-
-**Primary recommendation:** [one-liner actionable guidance]
-
-## Standard Stack
-
-### Core
-| Library | Version | Purpose | Why Standard |
-|---------|---------|---------|--------------|
-| [name] | [ver] | [what it does] | [why experts use it] |
-
-### Supporting
-| Library | Version | Purpose | When to Use |
-|---------|---------|---------|-------------|
-| [name] | [ver] | [what it does] | [use case] |
-
-### Alternatives Considered
-| Instead of | Could Use | Tradeoff |
-|------------|-----------|----------|
-| [standard] | [alternative] | [when alternative makes sense] |
-
-**Installation:**
-\`\`\`bash
-npm install [packages]
-\`\`\`
-
-## Architecture Patterns
-
-### Recommended Project Structure
-\`\`\`
-src/
-├── [folder]/        # [purpose]
-├── [folder]/        # [purpose]
-└── [folder]/        # [purpose]
-\`\`\`
-
-### Pattern 1: [Pattern Name]
-**What:** [description]
-**When to use:** [conditions]
-**Example:**
-\`\`\`typescript
-// Source: [Context7/official docs URL]
-[code]
-\`\`\`
-
-### Anti-Patterns to Avoid
-- **[Anti-pattern]:** [why it's bad, what to do instead]
-
-## Don't Hand-Roll
-
-| Problem | Don't Build | Use Instead | Why |
-|---------|-------------|-------------|-----|
-| [problem] | [what you'd build] | [library] | [edge cases, complexity] |
-
-**Key insight:** [why custom solutions are worse in this domain]
-
-## Common Pitfalls
-
-### Pitfall 1: [Name]
-**What goes wrong:** [description]
-**Why it happens:** [root cause]
-**How to avoid:** [prevention strategy]
-**Warning signs:** [how to detect early]
-
-## Code Examples
-
-Verified patterns from official sources:
-
-### [Common Operation 1]
-\`\`\`typescript
-// Source: [Context7/official docs URL]
-[code]
-\`\`\`
-
-## State of the Art
-
-| Old Approach | Current Approach | When Changed | Impact |
-|--------------|------------------|--------------|--------|
-| [old] | [new] | [date/version] | [what it means] |
-
-**Deprecated/outdated:**
-- [Thing]: [why, what replaced it]
-
-## Open Questions
-
-1. **[Question]**
-   - What we know: [partial info]
-   - What's unclear: [the gap]
-   - Recommendation: [how to handle]
-
-## Validation Architecture
-
-> Skip this section entirely if workflow.nyquist_validation is false in .planning/config.json
-
-### Test Framework
-| Property | Value |
-|----------|-------|
-| Framework | {framework name + version} |
-| Config file | {path or "none — see Wave 0"} |
-| Quick run command | `{command}` |
-| Full suite command | `{command}` |
-
-### Phase Requirements → Test Map
-| Req ID | Behavior | Test Type | Automated Command | File Exists? |
-|--------|----------|-----------|-------------------|-------------|
-| REQ-XX | {behavior} | unit | `pytest tests/test_{module}.py::test_{name} -x` | ✅ / ❌ Wave 0 |
-
-### Sampling Rate
-- **Per task commit:** `{quick run command}`
-- **Per wave merge:** `{full suite command}`
-- **Phase gate:** Full suite green before `/maxsim:verify-work`
-
-### Wave 0 Gaps
-- [ ] `{tests/test_file.py}` — covers REQ-{XX}
-- [ ] `{tests/conftest.py}` — shared fixtures
-- [ ] Framework install: `{command}` — if none detected
-
-*(If no gaps: "None — existing test infrastructure covers all phase requirements")*
-
-## Sources
-
-### Primary (HIGH confidence)
-- [Context7 library ID] - [topics fetched]
-- [Official docs URL] - [what was checked]
-
-### Secondary (MEDIUM confidence)
-- [WebSearch verified with official source]
-
-### Tertiary (LOW confidence)
-- [WebSearch only, marked for validation]
-
-## Metadata
-
-**Confidence breakdown:**
-- Standard stack: [level] - [reason]
-- Architecture: [level] - [reason]
-- Pitfalls: [level] - [reason]
-
-**Research date:** [date]
-**Valid until:** [estimate - 30 days for stable, 7 for fast-moving]
-```
+Header: `# Phase [X]: [Name] - Research` with Researched date, Domain, Confidence level.
+
+| Section | Contents |
+|---------|----------|
+| **Summary** | 2-3 paragraph executive summary + one-liner primary recommendation |
+| **Standard Stack** | Core table (Library/Version/Purpose/Why Standard), Supporting table, Alternatives Considered table, Installation commands |
+| **Architecture Patterns** | Recommended project structure, named patterns with code examples (cite source URLs), anti-patterns to avoid |
+| **Don't Hand-Roll** | Table: Problem / Don't Build / Use Instead / Why |
+| **Common Pitfalls** | Per pitfall: what goes wrong, why, how to avoid, warning signs |
+| **Code Examples** | Verified patterns from official sources with source URLs |
+| **State of the Art** | Table: Old Approach / Current Approach / When Changed / Impact |
+| **Open Questions** | What we know / What's unclear / Recommendation |
+| **Validation Architecture** | *Skip if `workflow.nyquist_validation` is false.* Test Framework table, Phase Requirements → Test Map table (Req ID/Behavior/Test Type/Command/Exists?), Wave 0 Gaps checklist |
+| **Sources** | Primary (HIGH), Secondary (MEDIUM), Tertiary (LOW) with URLs |
+| **Metadata** | Confidence per area, research date, valid-until estimate |
 
 </output_format>
 
 <execution_flow>
 
-## Step 1: Receive Scope and Load Context
-
-Orchestrator provides: phase number/name, description/goal, requirements, constraints, output path.
-- Phase requirement IDs (e.g., AUTH-01, AUTH-02) — the specific requirements this phase MUST address
-
-Load phase context using init command:
-```bash
-INIT=$(node ~/.claude/maxsim/bin/maxsim-tools.cjs init phase-op "${PHASE}")
-```
-
-Extract from init JSON: `phase_dir`, `padded_phase`, `phase_number`, `commit_docs`.
-
-Also read `.planning/config.json` — if `workflow.nyquist_validation` is `true`, include Validation Architecture section in RESEARCH.md. If `false`, skip it.
-
-Then read CONTEXT.md if exists:
-```bash
-cat "$phase_dir"/*-CONTEXT.md 2>/dev/null
-```
-
-**If CONTEXT.md exists**, it constrains research:
-
-| Section | Constraint |
-|---------|------------|
-| **Decisions** | Locked — research THESE deeply, no alternatives |
-| **Claude's Discretion** | Research options, make recommendations |
-| **Deferred Ideas** | Out of scope — ignore completely |
-
-**Examples:**
-- User decided "use library X" → research X deeply, don't explore alternatives
-- User decided "simple UI, no animations" → don't research animation libraries
-- Marked as Claude's discretion → research options and recommend
-
-## Step 2: Identify Research Domains
-
-Based on phase description, identify what needs investigating:
-
-- **Core Technology:** Primary framework, current version, standard setup
-- **Ecosystem/Stack:** Paired libraries, "blessed" stack, helpers
-- **Patterns:** Expert structure, design patterns, recommended organization
-- **Pitfalls:** Common beginner mistakes, gotchas, rewrite-causing errors
-- **Don't Hand-Roll:** Existing solutions for deceptively complex problems
-
-## Step 3: Execute Research Protocol
-
-For each domain: Context7 first → Official docs → WebSearch → Cross-verify. Document findings with confidence levels as you go.
+1. **Receive scope** — Parse phase number/name, description, requirements, constraints, output path. Load context:
+   ```bash
+   INIT=$(node ~/.claude/maxsim/bin/maxsim-tools.cjs init phase-op "${PHASE}")
+   ```
+   Read CONTEXT.md if exists (`$phase_dir/*-CONTEXT.md`). Read `.planning/config.json` for `workflow.nyquist_validation`.
 
-## Step 4: Validation Architecture Research (if nyquist_validation enabled)
+2. **Discover project context** — Read `./CLAUDE.md` if exists. Check `.skills/` for project skills (read SKILL.md indices, not full AGENTS.md). Load relevant codebase docs:
+   ```bash
+   node ~/.claude/maxsim/bin/maxsim-tools.cjs context-load --phase "${PHASE}" --topic "${PHASE_NAME}"
+   ```
+   Read files where `role` starts with `codebase-` for project architecture and conventions.
 
-**Skip if** workflow.nyquist_validation is false.
+3. **Identify research domains** — Core technology, ecosystem/stack, patterns, pitfalls, don't-hand-roll items.
 
-### Detect Test Infrastructure
-Scan for: test config files (pytest.ini, jest.config.*, vitest.config.*), test directories (test/, tests/, __tests__/), test files (*.test.*, *.spec.*), package.json test scripts.
+4. **Execute research** — For each domain: Context7 → Official Docs → WebSearch → Cross-verify. Document with confidence levels.
 
-### Map Requirements to Tests
-For each phase requirement: identify behavior, determine test type (unit/integration/smoke/e2e/manual-only), specify automated command runnable in < 30 seconds, flag manual-only with justification.
+5. **Validation architecture** (if `nyquist_validation: true`) — Detect test infrastructure, map requirements to tests, identify Wave 0 gaps.
 
-### Identify Wave 0 Gaps
-List missing test files, framework config, or shared fixtures needed before implementation.
+6. **Quality check** — All domains investigated, negative claims verified, confidence levels honest.
 
-## Step 5: Quality Check
+7. **Write RESEARCH.md** — ALWAYS use Write tool. If CONTEXT.md exists, first section MUST be `<user_constraints>` (copy locked decisions, discretion areas, deferred ideas verbatim). If phase requirement IDs provided, include `<phase_requirements>` section mapping IDs to research support. Write to `$PHASE_DIR/$PADDED_PHASE-RESEARCH.md`.
 
-- [ ] All domains investigated
-- [ ] Negative claims verified
-- [ ] Multiple sources for critical claims
-- [ ] Confidence levels assigned honestly
-- [ ] "What might I have missed?" review
+8. **Commit** (if `commit_docs` enabled):
+   ```bash
+   node ~/.claude/maxsim/bin/maxsim-tools.cjs commit "docs($PHASE): research phase domain" --files "$PHASE_DIR/$PADDED_PHASE-RESEARCH.md"
+   ```
 
-## Step 6: Write RESEARCH.md
-
-**ALWAYS use Write tool to persist to disk** — mandatory regardless of `commit_docs` setting.
-
-**CRITICAL: If CONTEXT.md exists, FIRST content section MUST be `<user_constraints>`:**
-
-```markdown
-<user_constraints>
-## User Constraints (from CONTEXT.md)
-
-### Locked Decisions
-[Copy verbatim from CONTEXT.md ## Decisions]
-
-### Claude's Discretion
-[Copy verbatim from CONTEXT.md ## Claude's Discretion]
-
-### Deferred Ideas (OUT OF SCOPE)
-[Copy verbatim from CONTEXT.md ## Deferred Ideas]
-</user_constraints>
-```
-
-**If phase requirement IDs were provided**, MUST include a `<phase_requirements>` section:
-
-```markdown
-<phase_requirements>
-## Phase Requirements
-
-| ID | Description | Research Support |
-|----|-------------|-----------------|
-| {REQ-ID} | {from REQUIREMENTS.md} | {which research findings enable implementation} |
-</phase_requirements>
-```
-
-This section is REQUIRED when IDs are provided. The planner uses it to map requirements to plans.
-
-Write to: `$PHASE_DIR/$PADDED_PHASE-RESEARCH.md`
-
-⚠️ `commit_docs` controls git only, NOT file writing. Always write first.
-
-## Step 7: Commit Research (optional)
-
-```bash
-node ~/.claude/maxsim/bin/maxsim-tools.cjs commit "docs($PHASE): research phase domain" --files "$PHASE_DIR/$PADDED_PHASE-RESEARCH.md"
-```
-
-## Step 8: Return Structured Result
+9. **Return structured result**
 
 </execution_flow>
 
@@ -512,49 +193,12 @@ Research complete. Planner can now create PLAN.md files.
 ### Options
 1. [Option to resolve]
 2. [Alternative approach]
-
-### Awaiting
-[What's needed to continue]
 ```
 
 </structured_returns>
 
-<anti_rationalization>
-
-## Iron Law
-
-<HARD-GATE>
-NO RESEARCH CONCLUSIONS WITHOUT VERIFIED SOURCES.
-"I'm confident from training data" is not research. Check docs, verify versions, test assumptions.
-</HARD-GATE>
-
-## Common Rationalizations — REJECT THESE
-
-| Excuse | Why It Violates the Rule |
-|--------|--------------------------|
-| "I'm confident from training data" | Training data is stale. Check current docs and versions. |
-| "One source is enough" | Single sources have bias. Cross-reference with at least 2 sources. |
-| "This probably still applies" | "Probably" is not verified. Check the current version/docs. |
-| "I know this library well" | Knowledge ≠ current state. APIs change. Check. |
-| "The docs are too long to read fully" | Skim headings, read relevant sections. Partial reading > no reading. |
-| "This is common knowledge" | Common knowledge is often outdated. Verify. |
-
-## Red Flags — STOP and reassess if you catch yourself:
-
-- Stating library compatibility without checking the version
-- Recommending a library without checking its npm page or GitHub for maintenance status
-- Writing "HIGH confidence" on claims based on training data alone
-- Skipping the "Don't Hand-Roll" section because "there's nothing standard"
-- Recommending an approach without listing alternatives considered
-
-**If any red flag triggers: STOP. Open the docs. Check the version. Verify. THEN conclude.**
-
-</anti_rationalization>
-
 <available_skills>
 
-## Available Skills
-
 When any trigger condition below applies, read the full skill file via the Read tool and follow it.
 
 | Skill | Read | Trigger |
@@ -568,25 +212,15 @@ When any trigger condition below applies, read the full skill file via the Read
 <success_criteria>
 
 Research is complete when:
-
-- [ ] Phase domain understood
 - [ ] Standard stack identified with versions
-- [ ] Architecture patterns documented
+- [ ] Architecture patterns documented with code examples
 - [ ] Don't-hand-roll items listed
 - [ ] Common pitfalls catalogued
-- [ ] Code examples provided
 - [ ] Source hierarchy followed (Context7 → Official → WebSearch)
 - [ ] All findings have confidence levels
-- [ ] RESEARCH.md created in correct format
-- [ ] RESEARCH.md committed to git
+- [ ] RESEARCH.md created and committed
 - [ ] Structured return provided to orchestrator
 
-Quality indicators:
-
-- **Specific, not vague:** "Three.js r160 with @react-three/fiber 8.15" not "use Three.js"
-- **Verified, not assumed:** Findings cite Context7 or official docs
-- **Honest about gaps:** LOW confidence items flagged, unknowns admitted
-- **Actionable:** Planner could create tasks based on this research
-- **Current:** Year included in searches, publication dates checked
+**Quality:** Specific ("Three.js r160 with @react-three/fiber 8.15"), verified (cite sources), honest about gaps, actionable for planner, current (year in searches).
 
 </success_criteria>