Deep Research

Codex compatibility note:

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- Invoke repository skills with $skill-name in Codex; this mirrored copy rewrites legacy Claude /skill-name references.

- Task tracker mandate: BEFORE executing any workflow or skill step, create/update task tracking for all steps and keep it synchronized as progress changes.

- User-question prompts mean to ask the user directly in Codex.

- Ignore Claude-specific mode-switch instructions when they appear.

- Strict execution contract: when a user explicitly invokes a skill, execute that skill protocol as written.

- Subagent authorization: when a skill is user-invoked or AI-detected and its protocol requires subagents, that skill activation authorizes use of the required spawn_agent subagent(s) for that task.

- Do not skip, reorder, or merge protocol steps unless the user explicitly approves the deviation first.

- For workflow skills, execute each listed child-skill step explicitly and report step-by-step evidence.

- If a required step/tool cannot run in this environment, stop and ask the user before adapting.

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Codex Project-Reference Loading (No Hooks)

Codex does not receive Claude hook-based doc injection. When coding, planning, debugging, testing, or reviewing, open project docs explicitly using this routing.

Always read:

• docs/project-config.json (project-specific paths, commands, modules, and workflow/test settings)
• docs/project-reference/docs-index-reference.md (routes to the full docs/project-reference/* catalog)
• docs/project-reference/lessons.md (always-on guardrails and anti-patterns)

Situation-based docs:

• Backend/CQRS/API/domain/entity changes: backend-patterns-reference.md, domain-entities-reference.md, project-structure-reference.md
• Frontend/UI/styling/design-system: frontend-patterns-reference.md, scss-styling-guide.md, design-system/README.md
• Spec/test-case planning or TC mapping: feature-docs-reference.md
• Integration test implementation/review: integration-test-reference.md
• E2E test implementation/review: e2e-test-reference.md
• Code review/audit work: code-review-rules.md plus domain docs above based on changed files

Do not read all docs blindly. Start from docs-index-reference.md, then open only relevant files for the task.

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[BLOCKING] Execute skill steps in declared order. NEVER skip, reorder, or merge steps without explicit user approval.

[BLOCKING] Before each step or sub-skill call, update task tracking: set in_progress when step starts, set completed when step ends.

[BLOCKING] Every completed/skipped step MUST include brief evidence or explicit skip reason.

[BLOCKING] If Task tools are unavailable, create and maintain an equivalent step-by-step plan tracker with the same status transitions.

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Quick Summary

Goal: Deep-dive into top sources, extract key findings, cross-validate claims, build structured evidence base.

Workflow:

1. Read source map — Load output from web-research step 2. Fetch top sources — WebFetch top 5-8 Tier 1-2 sources 3. Extract findings — Pull key facts, data points, quotes 4. Cross-validate — Compare findings across sources 5. Build evidence base — Structured findings with confidence scores

Key Rules:

• Maximum 8 WebFetch calls per invocation
• Every finding must cite specific source
• Conflicting claims → present both, flag discrepancy

Be skeptical. Apply critical thinking, sequential thinking. Every claim needs traced proof, confidence percentages (Idea should be more than 80%).

Deep Research

Step 1: Load Source Map

Read the source map from .claude/tmp/_sources-{slug}.md (output of web-research step).

Prioritize sources for deep-dive:

1. Tier 1-2 sources first 2. High-relevance sources 3. Sources covering identified gaps

Step 2: Fetch Top Sources

For each priority source (max 8):

1. Run WebFetch with the URL 2. Extract: key claims, data points, quotes, methodology 3. Note: publication date, author credentials, source type

Step 3: Extract Findings

For each source, extract:

• Key claims — factual statements with specific data
• Data points — numbers, percentages, dates
• Quotes — notable expert statements
• Methodology — how data was gathered (for market reports)

Step 4: Cross-Validate

Compare findings across sources:

• Agreement — 2+ sources say the same thing → high confidence
• Discrepancy — sources disagree → note both positions
• Unique — only 1 source → mark as "single source, unverified"

Step 5: Build Evidence Base

Write to .claude/tmp/_evidence-{slug}.md:

# Evidence Base: {Topic}

**Date:** {date}
**Sources analyzed:** {count}

## Findings

### Finding 1: {Title}

**Confidence:** {95%|80%|60%|<60%}
**Sources:** [1], [3]
**Content:** {finding with inline citations}
**Cross-validation:** {agreement/discrepancy notes}

## Unresolved Discrepancies

- {claim X from source A vs claim Y from source B}

## Gaps Remaining

- {what couldn't be verified}

---

Workflow Recommendation

MANDATORY IMPORTANT MUST ATTENTION — NO EXCEPTIONS: If you are NOT already in a workflow, you MUST ATTENTION use a direct user question to ask the user. Do NOT judge task complexity or decide this is "simple enough to skip" — the user decides whether to use a workflow, not you:

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1. Activate `research` workflow (Recommended) — web-research → deep-research → synthesis → review

2. Execute `$deep-research` directly — run this skill standalone

---

Next Steps

MANDATORY IMPORTANT MUST ATTENTION — NO EXCEPTIONS after completing this skill, you MUST ATTENTION use a direct user question to present these options. Do NOT skip because the task seems "simple" or "obvious" — the user decides:

• "$business-evaluation (Recommended)" — Evaluate business viability from research
• "$knowledge-synthesis" — If synthesizing research report
• "Skip, continue manually" — user decides

[IMPORTANT] Use task tracking to break ALL work into small tasks BEFORE starting.

External Memory: For complex or lengthy work (research, analysis, scan, review), write intermediate findings and final results to a report file in plans/reports/ — prevents context loss and serves as deliverable.

Evidence Gate: MANDATORY IMPORTANT MUST ATTENTION — every claim, finding, and recommendation requires file:line proof or traced evidence with confidence percentage (>80% to act, <80% must verify first).

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AI Mistake Prevention — Failure modes to avoid on every task:

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Check downstream references before deleting. Deleting components causes documentation and code staleness cascades. Map all referencing files before removal.

Verify AI-generated content against actual code. AI hallucinates APIs, class names, and method signatures. Always grep to confirm existence before documenting or referencing.

Trace full dependency chain after edits. Changing a definition misses downstream variables and consumers derived from it. Always trace the full chain.

Trace ALL code paths when verifying correctness. Confirming code exists is not confirming it executes. Always trace early exits, error branches, and conditional skips — not just happy path.

When debugging, ask "whose responsibility?" before fixing. Trace whether bug is in caller (wrong data) or callee (wrong handling). Fix at responsible layer — never patch symptom site.

Assume existing values are intentional — ask WHY before changing. Before changing any constant, limit, flag, or pattern: read comments, check git blame, examine surrounding code.

Verify ALL affected outputs, not just the first. Changes touching multiple stacks require verifying EVERY output. One green check is not all green checks.

Holistic-first debugging — resist nearest-attention trap. When investigating any failure, list EVERY precondition first (config, env vars, DB names, endpoints, DI registrations, data preconditions), then verify each against evidence before forming any code-layer hypothesis.

Surgical changes — apply the diff test. Bug fix: every changed line must trace directly to the bug. Don't restyle or improve adjacent code. Enhancement task: implement improvements AND announce them explicitly.

Surface ambiguity before coding — don't pick silently. If request has multiple interpretations, present each with effort estimate and ask. Never assume all-records, file-based, or more complex path.

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Critical Thinking Mindset — Apply critical thinking, sequential thinking. Every claim needs traced proof, confidence >80% to act.

Anti-hallucination: Never present guess as fact — cite sources for every claim, admit uncertainty freely, self-check output for errors, cross-reference independently, stay skeptical of own confidence — certainty without evidence root of all hallucination.

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<!-- SYNC:critical-thinking-mindset:reminder -->

MUST ATTENTION apply critical thinking — every claim needs traced proof, confidence >80% to act. Anti-hallucination: never present guess as fact.

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MUST ATTENTION apply AI mistake prevention — holistic-first debugging, fix at responsible layer, surface ambiguity before coding, re-read files after compaction.

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Prompt-Enhance Closing Anchors

IMPORTANT MUST ATTENTION follow declared step order for this skill; NEVER skip, reorder, or merge steps without explicit user approval IMPORTANT MUST ATTENTION for every step/sub-skill call: set in_progress before execution, set completed after execution IMPORTANT MUST ATTENTION every skipped step MUST include explicit reason; every completed step MUST include concise evidence IMPORTANT MUST ATTENTION if Task tools unavailable, maintain an equivalent step-by-step plan tracker with synchronized statuses

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Closing Reminders

MANDATORY IMPORTANT MUST ATTENTION break work into small todo tasks using task tracking BEFORE starting. MANDATORY IMPORTANT MUST ATTENTION validate decisions with user via a direct user question — never auto-decide. MANDATORY IMPORTANT MUST ATTENTION add a final review todo task to verify work quality.

[TASK-PLANNING] Before acting, analyze task scope and systematically break it into small todo tasks and sub-tasks using task tracking.

[IMPORTANT] Analyze how big the task is and break it into many small todo tasks systematically before starting — this is very important.

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Hookless Prompt Protocol Mirror (Auto-Synced)

Source: .claude/hooks/lib/prompt-injections.cjs + .claude/.ck.json

[WORKFLOW-EXECUTION-PROTOCOL] [BLOCKING] Workflow Execution Protocol — MANDATORY IMPORTANT MUST CRITICAL. Do not skip for any reason.

Generic portability boundary: Reusable skills and protocol text stay project-neutral; project-specific conventions are discovered from docs/project-config.json and docs/project-reference/. Apply shared AI-SDD from shared/sdd-artifact-contract.md. Read docs/project-config.json and docs/project-reference/docs-index-reference.md, then open the project reference docs named there. Any supported AI tool may execute when this shared context and local docs are available.

1. DETECT: Match prompt against workflow catalog 2. ANALYZE: Find best-match workflow AND evaluate if a custom step combination would fit better 3. ASK (REQUIRED FORMAT): Use a direct user question with this structure unless the user explicitly invoked a workflow/skill and the local protocol treats explicit invocation as confirmation:

• Question: "Which workflow do you want to activate?"
• Option 1: "Activate [BestMatch Workflow] (Recommended)"
• Option 2: "Activate custom workflow: [step1 → step2 → ...]" (include one-line rationale)

4. ACTIVATE (if confirmed): Call $workflow-start <workflowId> for standard; sequence custom steps manually 5. CREATE TASKS: task tracking for ALL workflow steps 6. EXECUTE: Follow each step in sequence [CRITICAL-THINKING-MINDSET] Apply critical thinking, sequential thinking. Every claim needs traced proof, confidence >80% to act. Anti-hallucination principle: Never present guess as fact — cite sources for every claim, admit uncertainty freely, self-check output for errors, cross-reference independently, stay skeptical of own confidence — certainty without evidence root of all hallucination. AI Attention principle (Primacy-Recency): Put the 3 most critical rules at both top and bottom of long prompts/protocols so instruction adherence survives long context windows. Goal-driven execution: Define success criteria first, loop until verified, and stop only when observable checks pass. Tests verify intent: Tests must protect business rules/invariants and fail when the protected intent breaks, not only mirror current behavior.

[LESSON-LEARNED-REMINDER] [BLOCKING] Task Planning & Continuous Improvement — MANDATORY. Do not skip.

Break work into small tasks (task tracking) before starting. Add final task: "Analyze AI mistakes & lessons learned".

Extract lessons — ROOT CAUSE ONLY, not symptom fixes:

1. Name the FAILURE MODE (reasoning/assumption failure), not symptom — "assumed API existed without reading source" not "used wrong enum value". 2. Generality test: does this failure mode apply to ≥3 contexts/codebases? If not, abstract one level up. 3. Write as a universal rule — strip project-specific names/paths/classes. Useful on any codebase. 4. Consolidate: multiple mistakes sharing one failure mode → ONE lesson. 5. Recurrence gate: "Would this recur in future session WITHOUT this reminder?" — No → skip $learn. 6. Auto-fix gate: "Could $code-review/$code-simplifier/$security/$lint catch this?" — Yes → improve review skill instead. 7. BOTH gates pass → ask user to run $learn. [TASK-PLANNING] [MANDATORY] BEFORE executing any workflow or skill step, create/update task tracking for all planned steps, then keep it synchronized as each step starts/completes.

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