docs: Agentic 6-Phase Cadence + session-start bullet by dackclup · Pull Request #271 · dackclup/quantrank

dackclup · 2026-05-27T08:05:45Z

Summary

Refactors a user-shared research report (Master Prompt + 6 phase sub-prompts + CLAUDE.md template) into the existing doc surface — NOT a new .claude/skills/agentic-6-phase/, NOT a Master-Prompt artifact in-repo, NOT edits to any of the 18 subagent files. The report's underlying logic is already implemented in QuantRank's subagents + CLAUDE.md §Auto-routing; what was genuinely missing was a 6-phase mapping table a new session can scan in < 30 sec on top of the 9 phases.
WORKFLOW.md — new section "Agentic 6-Phase Cadence" between §"Tools You'll Use Daily" and §"Phase Overview". Mapping table (Step × Fire trigger × Subagent(s) × Done when) over Planning → Code Gen → Integration → Test → Deploy → Monitor + 5 cadence invariants. Reuses the standing 18 subagents only.
CLAUDE.md — new §Conventions bullet "Session-start phase identification" (~5 lines) pointing readers at PHASE_STATUS.md §"Current state" + WORKFLOW.md §"Agentic 6-Phase Cadence".
PHASE_STATUS_INFLIGHT.md — in-flight entry per PR docs(workflow): adopt PHASE_STATUS_INFLIGHT.md side-file (structural fix for parallel-PR collision) #237 side-file lockstep convention.

Numbers cited (verified vs PHASE_STATUS.md §"Current state" 2026-05-26)

Field	Value	Source
Schema (head)	`0.10.5-phase4.5e`	PRs #264 + #265; cron #4 still at `0.10.4`, next cron Wed 2026-05-27
Defense layer	33 declared = 7 vetoes + 26 annotates	PHASE_STATUS.md line 21
Release tag	`v1.3.0-phase4.5e`	2026-05-26 at `5db3b978`
CVE baseline	15 open (0C/6H/7M/2L)	After PR #194 patch + PR #226 triage

docs-reviewer verdict (2026-05-27)

NEEDS-CROSS-REF-FIX — both items applied in this commit:

CVE attribution: "after PR #226 triage" → "after PR #194 patch + PR #226 triage" (PR chore(deps-npm): bump next 14.2.15 → 14.2.35 + postcss override (Phase 5, partial #41) #194 closed the 10 advisories; PR docs+agent: post-Dependabot-wave doc fixes (W1 FORM4_FETCH_SKIP + W3 literature-searcher injection guard) #226 documented the resulting state)
Step 4 fire-trigger col: "Sections A-J" → "Sections A-L" (Section L added by PR feat(verify+auditor): OSAP factor-exposure proxy contract codification (closes #217 + #218) #221 OSAP proxy invariant)

All else passes: 4 cited numbers, 18 agent names, 3 cross-refs, token budget (WORKFLOW.md ≤ 1 page = 33 lines, CLAUDE.md = 5 lines), Rule 16 + Rule 18 no contradiction.

Out of scope (deliberately NOT done per user direction)

❌ No .claude/skills/agentic-6-phase/ — overhead exceeds benefit (18 subagents ARE the per-phase prompts)
❌ No Master Prompt / phase sub-prompts copied into the repo — they stay outside as reference card
❌ No edits to the 18 subagent files
❌ No AGENTS.md substance edit — cadence is Claude-Code-subagent-specific; INFLIGHT entry satisfies §Conventions lockstep

Deferred follow-ups

SKILL.md schema-version table backfill — pre-existing gap surfaced by docs-reviewer (NOT introduced by this PR): rows for 0.10.5-phase4.5e (PR feat(scoring): Issue #261 PR-A — multi_class_aggregate_shares_suspected annotate (CIK-collision detector) #264) + valuation_output_anomalous rename (PR fix(scoring): Issue #262 — rename DQIC site-2 emission to valuation_output_anomalous + writer-parity for veto cohort UI #265) missing. Escalate to schema-sentinel / docs-reviewer as separate doc-only PR.
Q3 2026-08-19 quarterly audit: re-verify the cadence table's subagent mapping still matches the live .claude/agents/ roster.
Optional AGENTS.md companion pointer for cross-tool agents (Copilot / Cursor / Devin).

Test plan

ruff check . — N/A (no Python touched)
python -m compute.output.schema_check — N/A (no schemas touched)
pytest tests/ -m "not network" — N/A (no test surface)
docs-reviewer subagent — PASS after the 2 cross-ref fixes
Markdown-only diff (3 files, +116 lines additive)
Vercel preview — N/A (no frontend touched)
CI — expected green (lint + tests run unchanged paths)

Generated by Claude Code

…AUDE.md Refactors a user-shared research report (Master Prompt + 6 phase sub-prompts + CLAUDE.md template) into the existing doc surface without creating a new .claude/skills/agentic-6-phase/ skill. The report's underlying logic is already implemented in the 18 subagents + CLAUDE.md §Auto-routing; what was genuinely missing was a 6-phase mapping table a new session can scan in < 30 sec on top of the 9 phases. Scope (2 substance files + 1 INFLIGHT entry): - WORKFLOW.md — new section "Agentic 6-Phase Cadence" between §"Tools You'll Use Daily" and §"Phase Overview". Mapping table (Step × Fire trigger × Subagent(s) × Done when) over Planning → Code Gen → Integration → Test → Deploy → Monitor + 5 cadence invariants. Reuses the 18 standing subagents — no new agent files. Session-start protocol cites schema 0.10.5-phase4.5e (PRs #264 + #265; cron #4 still at 0.10.4, next cron Wed 2026-05-27 re-renders at 0.10.5), defense layer 33 declared = 7 vetoes + 26 annotates, tag v1.3.0-phase4.5e, CVE baseline 15 open (0C / 6H / 7M / 2L) after PR #194 patch + PR #226 triage. - CLAUDE.md — new §Conventions bullet "Session-start phase identification" (~5 lines) pointing readers at PHASE_STATUS.md §"Current state" + WORKFLOW.md §"Agentic 6-Phase Cadence" using the standing 18 subagents. - PHASE_STATUS_INFLIGHT.md — new in-flight entry per PR #237 side-file lockstep convention. Out of scope (deliberately NOT done per user direction 2026-05-27): - NO .claude/skills/agentic-6-phase/ — overhead exceeds benefit - NO Master Prompt / phase sub-prompts copied into the repo - NO edits to any of the 18 subagent files under .claude/agents/ - NO AGENTS.md substance edit — the cadence is Claude-Code-subagent- specific; cross-tool agents would route differently. INFLIGHT entry satisfies §Conventions "ship with every PR" lockstep. docs-reviewer verdict (2026-05-27, agent id a2c87ed3679f55fe5): NEEDS-CROSS-REF-FIX — both items applied in this commit: 1. CVE attribution: "after PR #226 triage" → "after PR #194 patch + PR #226 triage" (PR #194 closed the 10 advisories; PR #226 documented the resulting state) 2. Step 4 fire-trigger col: "Sections A-J" → "Sections A-L" (Section L added by PR #221 OSAP proxy invariant; internal match with the same row's Done-when col) All else passes: 4 cited numbers, 18 agent names, 3 cross-refs, token budget (WORKFLOW ≤ 1 page, CLAUDE ≤ 5 lines), Rule 16 + Rule 18 no contradiction. Pre-existing SKILL.md schema-version table gap (rows for 0.10.5-phase4.5e PR #264 + valuation_output_anomalous rename PR #265 missing) escalated to schema-sentinel as separate doc-only PR per docs-reviewer recommendation — not blocking on this scope. Verification: - ruff check . — N/A (no Python) - python -m compute.output.schema_check — N/A (no schemas) - pytest tests/ -m "not network" — N/A (no test surface) - docs-reviewer subagent — PASS after the 2 fixes above

vercel · 2026-05-27T08:05:51Z

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Project	Deployment	Actions	Updated (UTC)
quantrank	Ready	Preview, Comment	May 27, 2026 8:05am

…commit) (#272) First commit on `claude/phase-5-supabase-foundation` branch. Outline draft per locked user direction (AskUserQuestion 2026-05-27): - Phase slot A — Phase 5 = Supabase, ML push to Phase 6 - Sub-features 5.1-5.4 — Foundation + Auth + Watchlist + Alerts (NO comment — legal-risk-skipped on educational-disclaimer site) - Wait-for-merge handoff after PR #271 cadence section landed `phase-coordinator` Mode A verdict (agent id a0578bd4794157369): PROCEED — no collision blocker; 3 skill gaps flagged for PLAN acceptance criteria (Postgres↔TS lockstep / Route Handler security cue / alerts observability Rule 18). This commit ships ONLY the outline (~76 lines) at `.claude/skills/phase-5/supabase-hybrid/PLAN.md`. Subsequent commits on the same PR (5.0) will: - Expand each sub-PR acceptance-criteria section after user approval - `git mv` the 5 phase-5 ML stubs → phase-6/ + 3 phase-6 sentiment stubs → phase-7/ (per Mode A finding) - Update 6 doc files in lockstep (CLAUDE.md / WORKFLOW.md / PHASE_STATUS.md / SKILL.md / AGENTS.md / README.md) - Add PHASE_STATUS_INFLIGHT.md entry - Update WORKFLOW.md:496-502 "Phase 5 foundational" → "Phase 6 foundational" + SKILL.md Supabase library-matrix row label Hard rules preserved per Phase 5 scope locks: composite formula UNCHANGED (Rule 16) · Pydantic↔TS triple UNCHANGED (Rule 9) · static-export `output: 'export'` PRESERVED · ranking JSON pipeline UNTOUCHED. Only ADD user-state surface on top. License posture: Supabase Apache-2.0 ✅ · Resend free-tier OK. Status: OUTLINE only — Draft PR will note this explicitly. No review-ready expectation; awaiting user feedback on section structure + expansion priority + ToS sub-PR placement + auth provider list. Co-authored-by: Claude <noreply@anthropic.com>

…v1.4.0 (#286) * chore(docs): housekeeping PR-B — drain INFLIGHT + bump pointers post-v1.4.0 Phase B post-tag housekeeping. Drains 7 stale `(in flight, ...)` markers from PHASE_STATUS_INFLIGHT.md (PRs #269, #267, #271, #280, #281, #282, #285) to `(merged YYYY-MM-DD, <SHA>)`, and bumps stale schema/tag pointers across CLAUDE.md / PHASE_STATUS.md / SKILL.md / WORKFLOW.md to reflect the v1.4.0-phase4.6 release at `bbca9cac`. Changes: - CLAUDE.md §Phase status — schema `0.10.2-phase4.5e` → `0.10.7-phase4.6`, tag `v1.3.0-phase4.5e` → `v1.4.0-phase4.6` (2026-05-27, `bbca9cac`), "Recently merged" list refreshed from PRs #147-#154 → PRs #264-#285 - PHASE_STATUS.md §Current state — mirrored pointer bump; production-run pointer → `559c5269` (cron-#5 2026-05-27 chore commit); "Recently merged" prepended with 22 entries since v1.3.0, legacy list relabeled as "Earlier" - SKILL.md schema-version table — 3 new rows: `0.10.7-phase4.6` (PR #283 release), `0.10.6-phase4.5e` (PR #269 GOOG/GOOGL per-class XBRL fix), `0.10.5-phase4.5e` (PR #264 multi-class CIK detector) - WORKFLOW.md §Agentic 6-Phase Cadence Session-start protocol — pointer block bumped to current state - PHASE_STATUS_INFLIGHT.md — 7 stale markers drained + new entry for this PR appended at end AGENTS.md substance untouched per the existing delegation pattern (line 372-375: "Canonical 'current state' lives in CLAUDE.md §Phase status. Schema-version history table is in SKILL.md."). Cross-tool agents reading state pull from CLAUDE.md as the source of truth. Doc-only PR — `ruff` / `schema_check` trivially pass; no compute / schema / scoring / valuation / frontend / Python / TS code change. * docs(review-fix): docs-reviewer NEEDS-CROSS-REF-FIX — 3 items Addresses 3 findings from docs-reviewer (sonnet) substance review of the housekeeping PR (commit e060cb9): 1. PHASE_STATUS.md:98 — "v1.3.0 release tag" entry in §Next deliverables was stale (v1.3.0 shipped 2026-05-26, v1.4.0 shipped 2026-05-27). Replaced with forward-look for v1.5.0 gated on Phase 4.5e PR 5 + Issue #67 sector-CoE flip. 2. WORKFLOW.md:730 — Phase 4.5 historical task list trailing clause "v1.3.0 target pending release-captain ladder (LedgerCraft A-B series + this doc-refresh)" was stale. Replaced with the actual landing dates + SHAs for both v1.3.0 (5db3b97) and v1.4.0 (bbca9ca). 3. docs/METHODOLOGY.md — annotate-only flag count out of sync with declared flags: - Line 16: "21 annotate-only flags" → "23 annotate-only flags" - Line 164: section heading "(21)" → "(23)" - Added 2 new bullets at end of §Annotate-only flags section: - `multi_class_aggregate_shares_suspected` (Issue #261 PR-A, PR #264) — CIK-collision detector; identity-equation check per Damodaran 2019 Ch. 16; no academic prior (data-quality) - `valuation_output_anomalous` (Issue #262, PR #265) — Site-2 output-anomaly detector renamed from `data_quality_input_corruption`; no academic prior (data-quality); semantic distinction from Site-1 input-corruption veto documented inline Both new METHODOLOGY entries are data-quality detectors with no new academic claim — `multi_class_aggregate_shares_suspected` cites the existing Damodaran 2019 anchor (already in the file) for the per-class market-cap identity equation, and `valuation_output_anomalous` is the renamed Site-2 emission of the existing `data_quality_input_corruption` defense. Neither requires methodology-scientist verdict per the "Internal — data-quality" pattern shared with `goodwill_heavy` / `data_quality_input_corruption` Site-1 already in the section. --------- Co-authored-by: Claude <noreply@anthropic.com>

dackclup marked this pull request as ready for review May 27, 2026 10:00

dackclup merged commit 75b6c68 into main May 27, 2026
4 checks passed

dackclup deleted the claude/sweet-fermi-G6bXt branch May 27, 2026 10:00

dackclup mentioned this pull request May 27, 2026

docs(phase-5): Supabase Hybrid PLAN outline — sub-PR 5.0 first commit #272

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docs: Agentic 6-Phase Cadence + session-start bullet#271

docs: Agentic 6-Phase Cadence + session-start bullet#271
dackclup merged 1 commit into
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dackclup commented May 27, 2026

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dackclup commented May 27, 2026

Summary

Numbers cited (verified vs PHASE_STATUS.md §"Current state" 2026-05-26)

docs-reviewer verdict (2026-05-27)

Out of scope (deliberately NOT done per user direction)

Deferred follow-ups

Test plan

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vercel Bot commented May 27, 2026

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