107 lines
2.7 KiB
Markdown
107 lines
2.7 KiB
Markdown
# Workflow: Research Phase
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<purpose>
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Create and execute a research prompt for phases with unknowns.
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Produces FINDINGS.md that informs PLAN.md creation.
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</purpose>
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<when_to_use>
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- Technology choice unclear
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- Best practices needed
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- API/library investigation required
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- Architecture decision pending
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</when_to_use>
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<process>
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<step name="identify_unknowns">
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Ask: What do we need to learn before we can plan this phase?
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- Technology choices?
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- Best practices?
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- API patterns?
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- Architecture approach?
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</step>
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<step name="create_research_prompt">
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Use templates/research-prompt.md.
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Write to `.planning/phases/XX-name/RESEARCH.md`
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Include:
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- Clear research objective
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- Scoped include/exclude lists
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- Source preferences (official docs, Context7, 2024-2025)
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- Output structure for FINDINGS.md
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</step>
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<step name="execute_research">
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Run the research prompt:
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- Use web search for current info
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- Use Context7 MCP for library docs
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- Prefer 2024-2025 sources
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- Structure findings per template
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</step>
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<step name="create_findings">
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Write `.planning/phases/XX-name/FINDINGS.md`:
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- Summary with recommendation
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- Key findings with sources
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- Code examples if applicable
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- Metadata (confidence, dependencies, open questions, assumptions)
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</step>
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<step name="confidence_gate">
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After creating FINDINGS.md, check confidence level.
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If confidence is LOW:
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Use AskUserQuestion:
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- header: "Low Confidence"
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- question: "Research confidence is LOW: [reason]. How would you like to proceed?"
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- options:
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- "Dig deeper" - Do more research before planning
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- "Proceed anyway" - Accept uncertainty, plan with caveats
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- "Pause" - I need to think about this
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If confidence is MEDIUM:
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Inline: "Research complete (medium confidence). [brief reason]. Proceed to planning?"
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If confidence is HIGH:
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Proceed directly, just note: "Research complete (high confidence)."
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</step>
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<step name="open_questions_gate">
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If FINDINGS.md has open_questions:
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Present them inline:
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"Open questions from research:
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- [Question 1]
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- [Question 2]
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These may affect implementation. Acknowledge and proceed? (yes / address first)"
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If "address first": Gather user input on questions, update findings.
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</step>
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<step name="offer_next">
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```
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Research complete: .planning/phases/XX-name/FINDINGS.md
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Recommendation: [one-liner]
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Confidence: [level]
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What's next?
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1. Create phase plan (PLAN.md) using findings
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2. Refine research (dig deeper)
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3. Review findings
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```
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NOTE: FINDINGS.md is NOT committed separately. It will be committed with phase completion.
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</step>
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</process>
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<success_criteria>
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- RESEARCH.md exists with clear scope
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- FINDINGS.md created with structured recommendations
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- Confidence level and metadata included
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- Ready to inform PLAN.md creation
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</success_criteria>
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