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## 2a. Deep Research
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1. Analyze current implementation patterns
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2. Research modern approaches for similar systems
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3. Identify what could be done differently
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4. Suggest improvements based on state-of-the-art practices
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2. Extract the **Project Constraint Matrix** from `problem.md`, `restrictions.md`, `acceptance_criteria.md`, current architecture/docs, and actual code constraints. Include required inputs/outputs, operating context, lifecycle assumptions, integration boundaries, non-functional targets, and hard disqualifiers.
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3. Research modern approaches for similar systems
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4. For each alternative pattern/library/service/architecture/algorithm, research intrinsic implementation constraints: required inputs/outputs, runtime assumptions, supported deployment modes, resource needs, operational limits, licensing/security constraints, and known failure reports.
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5. Identify what could be done differently
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6. Suggest improvements only when they fit the Project Constraint Matrix. A cleaner or more modern approach that violates product constraints must be marked `Rejected` or `Experimental only`, not added as a roadmap recommendation.
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Write `RUN_DIR/analysis/research_findings.md`:
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- Current state analysis: patterns used, strengths, weaknesses
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- Alternative approaches per component: current vs alternative, pros/cons, migration effort
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- Prioritized recommendations: quick wins + strategic improvements
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- Constraint-fit table: recommendation, constraints checked, evidence, mismatches/disqualifiers, status (`Selected` / `Rejected` / `Experimental only` / `Needs user decision`)
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## 2b. Solution Assessment & Hardening Tracks
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@@ -22,6 +25,7 @@ Write `RUN_DIR/analysis/research_findings.md`:
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2. Identify weak points in codebase, map to specific code areas
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3. Perform gap analysis: acceptance criteria vs current state
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4. Prioritize changes by impact and effort
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5. Reject or escalate any proposed refactor that improves code structure while weakening required behavior, integration contracts, runtime constraints, safety/security posture, or acceptance criteria
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Present optional hardening tracks for user to include in the roadmap:
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@@ -47,6 +51,9 @@ Write `RUN_DIR/analysis/refactoring_roadmap.md`:
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- Gap analysis: what's missing, what needs improvement
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- Phased roadmap: Phase 1 (critical fixes), Phase 2 (major improvements), Phase 3 (enhancements)
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- Selected hardening tracks and their items
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- Applicability gate: each roadmap item must state constraint fit, mismatches, required evidence, and status (`Selected` / `Rejected` / `Experimental only` / `Needs user decision`)
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**BLOCKING applicability gate**: Before 2c and 2d, every recommendation in the roadmap must be `Selected`. Items marked `Rejected` are excluded. Items marked `Experimental only` or `Needs user decision` require a user decision before task creation.
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## 2c. Create Epic
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@@ -79,6 +86,9 @@ Convert the finalized `RUN_DIR/list-of-changes.md` into implementable task files
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**Self-verification**:
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- [ ] All acceptance criteria are addressed in gap analysis
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- [ ] Recommendations are grounded in actual code, not abstract
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- [ ] Every recommendation has been checked against the Project Constraint Matrix
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- [ ] No recommendation violates product restrictions, acceptance criteria, documented architecture decisions, or actual code integration boundaries
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- [ ] Rejected and experimental approaches are documented but not converted into implementation tasks without user approval
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- [ ] Roadmap phases are prioritized by impact
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- [ ] Epic created and all tasks linked to it
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- [ ] Every entry in list-of-changes.md has a corresponding task file in TASKS_DIR
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