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crowd-funder-for-time-pwa/.cursor/rules/research_diagnostic.mdc
Matthew Raymer 1666e77aa5 docs(rules): apply markdown standards and streamline rulesets
- Apply markdown.mdc formatting to all ruleset files (80-char line length, proper spacing)
- Update timesafari.mdc to reflect completed migration (remove triple migration pattern references)
- Clean up corrupted logging_standards.mdc and restore proper content
- Streamline architectural_decision_record.mdc for better readability
- Update all file dates to 2025-08-19 for consistency
- Add proper document headers and metadata to all ruleset files
- Remove duplicate content and improve file organization
- Maintain alwaysApply settings and glob patterns appropriately

Files affected: 15 ruleset files across app/, database/, development/, features/, workflow/ directories
2025-08-19 13:14:25 +00:00

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---
description: Use this workflow when doing **pre-implementation research, defect investigations with uncertain repros, or clarifying system architecture and behaviors**.
alwaysApply: false
---
```json
{
"coaching_level": "light",
"socratic_max_questions": 2,
"verbosity": "concise",
"timebox_minutes": null,
"format_enforcement": "strict"
}
```
# Research & Diagnostic Workflow (R&D)
## Purpose
Provide a **repeatable, evidence-first** workflow to investigate features and
defects **before coding**. Outputs are concise reports, hypotheses, and next
steps—**not** code changes.
## When to Use
- Pre-implementation research for new features
- Defect investigations (repros uncertain, user-specific failures)
- Architecture/behavior clarifications (e.g., auth flows, merges, migrations)
---
## Enhanced with Software Development Ruleset
When investigating software issues, also apply:
- **Code Path Tracing**: Required for technical investigations
- **Evidence Validation**: Ensure claims are code-backed
- **Solution Complexity Assessment**: Justify architectural changes
---
## Output Contract (strict)
1) **Objective** — 12 lines
2) **System Map (if helpful)** — short diagram or bullet flow (≤8 bullets)
3) **Findings (Evidence-linked)** — bullets; each with file/function refs
4) **Hypotheses & Failure Modes** — short list, each testable
5) **Corrections** — explicit deltas from earlier assumptions (if any)
6) **Diagnostics** — what to check next (logs, DB, env, repro steps)
7) **Risks & Scope** — what could break; affected components
8) **Decision/Next Steps** — what we'll do, who's involved, by when
9) **References** — code paths, ADRs, docs
10) **Competence & Collaboration Hooks** — brief, skimmable
> Keep total length lean. Prefer links and bullets over prose.
---
## Quickstart Template
Copy/paste and fill:
```md
# Investigation — <short title>
## Objective
<one or two lines>
## System Map
- <module> → <function> → <downstream>
- <data path> → <db table> → <api>
## Findings (Evidence)
- <claim> — evidence: `src/path/file.ts:function` (lines XY); log snippet/trace id
- <claim> — evidence: `...`
## Hypotheses & Failure Modes
- H1: <hypothesis>; would fail when <condition>
- H2: <hypothesis>; watch for <signal>
## Corrections
- Updated: <old statement> → <new statement with evidence>
## Diagnostics (Next Checks)
- [ ] Repro on <platform/version>
- [ ] Inspect <table/store> for <record>
- [ ] Capture <log/trace>
## Risks & Scope
- Impacted: <areas/components>; Data: <tables/keys>; Users: <segments>
## Decision / Next Steps
- Owner: <name>; By: <date> (YYYY-MM-DD)
- Action: <spike/bugfix/ADR>; Exit criteria: <binary checks>
## References
- `src/...`
- ADR: `docs/adr/xxxx-yy-zz-something.md`
- Design: `docs/...`
## Competence Hooks
- Why this works: <≤3 bullets>
- Common pitfalls: <≤3 bullets>
- Next skill: <≤1 item>
- Teach-back: "<one question>"
```
---
## Evidence Quality Bar
- **Cite the source** (file:func, line range if possible).
- **Prefer primary evidence** (code, logs) over inference.
- **Disambiguate platform** (Web/Capacitor/Electron) and **state** (migration, auth).
- **Note uncertainty** explicitly.
---
## Code Path Tracing (Required for Software Investigations)
Before proposing solutions, trace the actual execution path:
- [ ] **Entry Points**: Identify where the flow begins (user action, API call, etc.)
- [ ] **Component Flow**: Map which components/methods are involved
- [ ] **Data Path**: Track how data moves through the system
- [ ] **Exit Points**: Confirm where the flow ends and what results
- [ ] **Evidence Collection**: Gather specific code citations for each step
---
## Collaboration Hooks
- **Syncs:** 1015m with QA/Security/Platform owners for high-risk areas.
- **ADR:** Record major decisions; link here.
- **Review:** Share repro + diagnostics checklist in PR/issue.
---
## Integration with Other Rulesets
### With software_development.mdc
- **Enhanced Evidence Validation**: Use code path tracing for technical investigations
- **Architecture Assessment**: Apply complexity justification to proposed solutions
- **Impact Analysis**: Assess effects on existing systems before recommendations
### With base_context.mdc
- **Competence Building**: Focus on technical investigation skills
- **Collaboration**: Structure outputs for team review and discussion
---
## Self-Check (model, before responding)
- [ ] Output matches the **Output Contract** sections.
- [ ] Each claim has **evidence** or **uncertainty** is flagged.
- [ ] Hypotheses are testable; diagnostics are actionable.
- [ ] Competence + collaboration hooks present (≤120 words total).
- [ ] Respect toggles; keep it concise.
- [ ] **Code path traced** (for software investigations).
- [ ] **Evidence validated** against actual code execution.
---
## Optional Globs (examples)
> Uncomment `globs` in the header if you want auto-attach behavior.
- `src/platforms/**`, `src/services/**` — attach during service/feature investigations
- `docs/adr/**` — attach when editing ADRs
## Referenced Files
- Consider including templates as context: `@adr_template.mdc`, `@investigation_report_example.mdc`