@@ -38,52 +38,58 @@ Select from the **agent picker dropdown** in the Chat view:
3838
3939The Research-Plan-Implement (RPI) workflow provides a structured approach to complex development tasks.
4040
41- | Agent | Purpose | Key Constraint |
42- | ----- | ------- | -------------- |
43- | ** rpi-agent** | Autonomous agent with subagent delegation for complex tasks | Requires ` runSubagent ` tool enabled |
44- | ** task-researcher** | Produces research documents with evidence-based recommendations | Research-only; never plans or implements |
45- | ** task-planner** | Creates 3-file plan sets (plan, details, prompt) | Requires research first; never implements code |
46- | ** task-implementor** | Executes implementation plans with subagent delegation | Requires completed plan files |
47- | ** task-reviewer** | Validates implementation against research and plan specifications | Requires research/plan artifacts |
41+ | Agent | Purpose | Key Constraint |
42+ | ---------------------- | ------------------------------------------------------------------- | ------------------------------------------------ |
43+ | ** rpi-agent** | Autonomous agent with subagent delegation for complex tasks | Requires ` runSubagent ` tool enabled |
44+ | ** task-researcher** | Produces research documents with evidence-based recommendations | Research-only; never plans or implements |
45+ | ** task-planner** | Creates 3-file plan sets (plan, details, prompt) | Requires research first; never implements code |
46+ | ** task-implementor** | Executes implementation plans with subagent delegation | Requires completed plan files |
47+ | ** task-reviewer** | Validates implementation against research and plan specifications | Requires research/plan artifacts |
4848
4949### Documentation and Planning Agents
5050
51- | Agent | Purpose | Key Constraint |
52- | ----- | ------- | -------------- |
53- | ** prd-builder** | Creates Product Requirements Documents through guided Q&A | Iterative questioning; state-tracked sessions |
54- | ** brd-builder** | Creates Business Requirements Documents with reference integration | Solution-agnostic requirements focus |
55- | ** adr-creation** | Interactive ADR coaching with guided discovery | Socratic coaching approach |
56- | ** security-plan-creator** | Creates comprehensive cloud security plans from blueprints | Blueprint-driven threat modeling |
57- | ** doc-ops** | Documentation operations and maintenance | Does not modify source code |
51+ | Agent | Purpose | Key Constraint |
52+ | ---------------------------| --------------------------------------------------------------------| -----------------------------------------------|
53+ | ** prd-builder** | Creates Product Requirements Documents through guided Q&A | Iterative questioning; state-tracked sessions |
54+ | ** brd-builder** | Creates Business Requirements Documents with reference integration | Solution-agnostic requirements focus |
55+ | ** adr-creation** | Interactive ADR coaching with guided discovery | Socratic coaching approach |
56+ | ** security-plan-creator** | Creates comprehensive cloud security plans from blueprints | Blueprint-driven threat modeling |
57+ | ** doc-ops** | Documentation operations and maintenance | Does not modify source code |
58+
59+ ### Utility Agents
60+
61+ | Agent | Purpose | Key Constraint |
62+ | ------------| --------------------------------------------| ---------------------------------------|
63+ | ** memory** | Persists repository facts for future tasks | Stores only durable, actionable facts |
5864
5965### Code and Review Agents
6066
61- | Agent | Purpose | Key Constraint |
62- | ----- | ------- | -------------- |
63- | ** pr-review** | 4-phase PR review with tracking artifacts | Review-only; never modifies code |
67+ | Agent | Purpose | Key Constraint |
68+ | -------------------- | -------------------------------------------------- | --------------------------------------- |
69+ | ** pr-review** | 4-phase PR review with tracking artifacts | Review-only; never modifies code |
6470| ** prompt-builder** | Engineers and validates instruction/prompt files | Dual-persona system with auto-testing |
6571
6672### Generator Agents
6773
68- | Agent | Purpose | Key Constraint |
69- | ----- | ------- | -------------- |
70- | ** gen-jupyter-notebook** | Creates structured EDA notebooks from data sources | Requires data dictionaries |
71- | ** gen-streamlit-dashboard** | Develops multi-page Streamlit dashboards | Uses Context7 for documentation |
72- | ** gen-data-spec** | Generates data dictionaries and profiles | Produces JSON and markdown artifacts |
73- | ** arch-diagram-builder** | Builds ASCII block diagrams from Azure IaC | Parses Terraform, Bicep, ARM scripts |
74+ | Agent | Purpose | Key Constraint |
75+ | ----------------------------- | ---------------------------------------------------- | -------------------------------------- |
76+ | ** gen-jupyter-notebook** | Creates structured EDA notebooks from data sources | Requires data dictionaries |
77+ | ** gen-streamlit-dashboard** | Develops multi-page Streamlit dashboards | Uses Context7 for documentation |
78+ | ** gen-data-spec** | Generates data dictionaries and profiles | Produces JSON and markdown artifacts |
79+ | ** arch-diagram-builder** | Builds ASCII block diagrams from Azure IaC | Parses Terraform, Bicep, ARM scripts |
7480
7581### Platform Integration Agents
7682
77- | Agent | Purpose | Key Constraint |
78- | ----- | ------- | -------------- |
79- | ** github-issue-manager** | Interactive GitHub issue filing and navigation | Uses MCP GitHub tools |
80- | ** ado-prd-to-wit** | Analyzes PRDs and plans Azure DevOps work item hierarchies | Planning-only; does not create work items |
81- | ** hve-core-installer** | Decision-driven HVE-Core installation with 6 methods | Environment detection and validation |
83+ | Agent | Purpose | Key Constraint |
84+ | -------------------------- | ------------------------------------------------------------ | ------------------------------------------- |
85+ | ** github-issue-manager** | Interactive GitHub issue filing and navigation | Uses MCP GitHub tools |
86+ | ** ado-prd-to-wit** | Analyzes PRDs and plans Azure DevOps work item hierarchies | Planning-only; does not create work items |
87+ | ** hve-core-installer** | Decision-driven HVE-Core installation with 6 methods | Environment detection and validation |
8288
8389### Testing Agents
8490
85- | Agent | Purpose | Key Constraint |
86- | ----- | ------- | -------------- |
91+ | Agent | Purpose | Key Constraint |
92+ | ------------------------------ | --------------------------------------------- | ---------------------------------------- |
8793| ** test-streamlit-dashboard** | Automated Streamlit testing with Playwright | Requires running Streamlit application |
8894
8995## Agent Details
@@ -102,8 +108,8 @@ The Research-Plan-Implement (RPI) workflow provides a structured approach to com
102108
103109** Creates:** Single authoritative research document:
104110
105- * ` .copilot-tracking/research/{{YYYY-MM-DD}}-topic-research.md `
106- * ` .copilot-tracking/subagent/{{YYYY-MM-DD}}/task-research.md `
111+ * ` .copilot-tracking/research/{{YYYY-MM-DD}}-topic-research.md ` (primary research with evidence-based recommendations)
112+ * ` .copilot-tracking/subagent/{{YYYY-MM-DD}}/task-research.md ` (subagent research outputs when delegating)
107113
108114** Workflow:** Deep tool-based research → Document findings → Consolidate to one approach → Hand off to planner
109115
@@ -113,8 +119,8 @@ The Research-Plan-Implement (RPI) workflow provides a structured approach to com
113119
114120** Creates:** Two interconnected files per task:
115121
116- * ` .copilot-tracking/plans/{{YYYY-MM-DD}}-task-plan.instructions.md `
117- * ` .copilot-tracking/details/{{YYYY-MM-DD}}-task-details.md `
122+ * ` .copilot-tracking/plans/{{YYYY-MM-DD}}-task-plan.instructions.md ` (implementation plan with checklist items)
123+ * ` .copilot-tracking/details/{{YYYY-MM-DD}}-task-details.md ` (step-by-step execution details)
118124
119125** Workflow:** Validates research → Creates plan files → User implements separately
120126
@@ -124,7 +130,7 @@ The Research-Plan-Implement (RPI) workflow provides a structured approach to com
124130
125131** Creates:** Change tracking logs:
126132
127- * ` .copilot-tracking/changes/{{YYYY-MM-DD}}-task-changes.md `
133+ * ` .copilot-tracking/changes/{{YYYY-MM-DD}}-task-changes.md ` (chronological log with Added/Modified/Removed sections)
128134
129135** Workflow:** Analyze plan → Dispatch subagents per phase → Track progress → Validate
130136
@@ -134,7 +140,7 @@ The Research-Plan-Implement (RPI) workflow provides a structured approach to com
134140
135141** Creates:** Review validation logs:
136142
137- * ` .copilot-tracking/reviews/{{YYYY-MM-DD}}-< topic> -review.md `
143+ * ` .copilot-tracking/reviews/{{YYYY-MM-DD}}-{{ topic}} -review.md ` (findings with severity levels and follow-up work)
138144
139145** Workflow:** Locate artifacts → Extract checklist → Validate items → Run commands → Document findings
140146
@@ -146,8 +152,10 @@ The Research-Plan-Implement (RPI) workflow provides a structured approach to com
146152
147153** Creates:** Instruction files and prompt files:
148154
149- * ` .github/instructions/*.instructions.md `
150- * ` .github/prompts/*.prompt.md `
155+ * ` .github/instructions/*.instructions.md ` (coding guidelines and conventions)
156+ * ` .github/prompts/*.prompt.md ` (reusable workflow prompts)
157+ * ` .copilot-tracking/sandbox/{{YYYY-MM-DD}}-{{prompt-name}}-{{run-number}}/execution-log.md ` (test execution trace)
158+ * ` .copilot-tracking/sandbox/{{YYYY-MM-DD}}-{{prompt-name}}-{{run-number}}/evaluation-log.md ` (quality validation results)
151159
152160** Workflow:** Research sources → Draft → Auto-validate with Prompt Tester → Iterate (up to 3 cycles)
153161
@@ -157,9 +165,9 @@ The Research-Plan-Implement (RPI) workflow provides a structured approach to com
157165
158166** Creates:** Review tracking files in normalized branch folders:
159167
160- * ` .copilot-tracking/pr/review/{normalized-branch}/in-progress-review.md `
161- * ` .copilot-tracking/pr/review/{normalized-branch}/pr-reference.xml `
162- * ` .copilot-tracking/pr/review/{normalized-branch}/handoff.md `
168+ * ` .copilot-tracking/pr/review/{normalized-branch}/in-progress-review.md ` (living review document with findings)
169+ * ` .copilot-tracking/pr/review/{normalized-branch}/pr-reference.xml ` (PR metadata and diff summary)
170+ * ` .copilot-tracking/pr/review/{normalized-branch}/handoff.md ` (finalized comments for PR submission)
163171
164172** Workflow:** 4 phases (Initialize → Analyze → Collaborative Review → Finalize)
165173
@@ -169,8 +177,8 @@ The Research-Plan-Implement (RPI) workflow provides a structured approach to com
169177
170178** Creates:** Product requirements documents with session state:
171179
172- * ` docs/prds/<kebab-case-name>.md `
173- * ` .copilot-tracking/prd-sessions/<kebab-case-name>.state.json `
180+ * ` docs/prds/<kebab-case-name>.md ` (PRD document with requirements)
181+ * ` .copilot-tracking/prd-sessions/<kebab-case-name>.state.json ` (session state for resume capability)
174182
175183** Workflow:** Assess → Discover → Create → Build → Integrate → Validate → Finalize
176184
@@ -180,8 +188,8 @@ The Research-Plan-Implement (RPI) workflow provides a structured approach to com
180188
181189** Creates:** Business requirements documents with session state:
182190
183- * ` docs/brds/<kebab-case-name>-brd.md `
184- * ` .copilot-tracking/brd-sessions/<kebab-case-name>.state.json `
191+ * ` docs/brds/<kebab-case-name>-brd.md ` (BRD document with business objectives)
192+ * ` .copilot-tracking/brd-sessions/<kebab-case-name>.state.json ` (session state for resume capability)
185193
186194** Workflow:** Assess → Discover → Create → Elicit → Integrate → Validate → Finalize
187195
@@ -200,7 +208,9 @@ The Research-Plan-Implement (RPI) workflow provides a structured approach to com
200208
201209### doc-ops
202210
203- ** Creates:** Documentation updates and maintenance artifacts
211+ ** Creates:** Documentation updates and maintenance artifacts:
212+
213+ * ` .copilot-tracking/doc-ops/{{YYYY-MM-DD}}-session.md ` (session tracking for documentation operations)
204214
205215** Workflow:**
206216
@@ -210,12 +220,24 @@ The Research-Plan-Implement (RPI) workflow provides a structured approach to com
210220
211221** Critical:** Operates strictly on documentation files and does not modify application or source code
212222
223+ ### memory
224+
225+ ** Creates:** Repository memory records and session context:
226+
227+ * ` .copilot-tracking/memory/{{YYYY-MM-DD}}/{{short-description}}-memory.md ` (session continuity context)
228+ * ` .copilot-tracking/memory/{{YYYY-MM-DD}}/{{short-description}}-artifacts/ ` (optional companion files)
229+ * ` /memories/repo/<descriptive-name>.jsonl ` (durable repository facts for future tasks)
230+
231+ ** Workflow:** Identify actionable repository fact → Validate durability → Store with context → Available for future tasks
232+
233+ ** Critical:** Stores only durable, reusable facts. Does not store transient discussion, personal preferences, or speculative information.
234+
213235### security-plan-creator
214236
215237** Creates:** Security plans and implementation artifacts:
216238
217- * ` security-plan-outputs/ security-plan-{blueprint-name}.md`
218- * ` .copilot-tracking/plans/ security-plan-{blueprint-name}.plan. md`
239+ * ` .copilot-tracking/plans/ security-plan-{blueprint-name}.plan. md` (planning artifacts and threat analysis)
240+ * ` security-plan-outputs/ security-plan-{blueprint-name}.md` (final security plan document)
219241
220242** Workflow:** Blueprint Selection → Architecture Analysis → Threat Assessment → Plan Generation → Validation
221243
@@ -225,7 +247,8 @@ The Research-Plan-Implement (RPI) workflow provides a structured approach to com
225247
226248** Creates:** Exploratory data analysis notebooks:
227249
228- * ` notebooks/*.ipynb `
250+ * ` notebooks/*.ipynb ` (EDA notebooks with parameterized data loading)
251+ * ` data/processed/*.parquet ` (derived datasets with semantic naming)
229252
230253** Workflow:** Context Gathering → Notebook Generation → Validation
231254
@@ -235,7 +258,9 @@ The Research-Plan-Implement (RPI) workflow provides a structured approach to com
235258
236259** Creates:** Multi-page Streamlit applications:
237260
238- * Dashboard pages and components
261+ * ` app.py ` (main entry point with page navigation)
262+ * ` pages/*.py ` (summary statistics, univariate/multivariate analysis, time series)
263+ * ` requirements.txt ` (pinned dependencies)
239264
240265** Workflow:** Project Setup → Core Dashboard Development → Advanced Features → Refinement
241266
@@ -245,10 +270,10 @@ The Research-Plan-Implement (RPI) workflow provides a structured approach to com
245270
246271** Creates:** Data documentation artifacts:
247272
248- * ` outputs/data-dictionary-{{dataset}}-{{YYYY-MM-DD}}.md `
249- * ` outputs/data-profile-{{dataset}}-{{YYYY-MM-DD}}.json `
250- * ` outputs/data-objectives-{{dataset}}-{{YYYY-MM-DD}}.json `
251- * ` outputs/data-summary-{{dataset}}-{{YYYY-MM-DD}}.md `
273+ * ` outputs/data-dictionary-{{dataset}}-{{YYYY-MM-DD}}.md ` (column definitions and semantics)
274+ * ` outputs/data-profile-{{dataset}}-{{YYYY-MM-DD}}.json ` (statistical profile for downstream tools)
275+ * ` outputs/data-objectives-{{dataset}}-{{YYYY-MM-DD}}.json ` (analysis goals and constraints)
276+ * ` outputs/data-summary-{{dataset}}-{{YYYY-MM-DD}}.md ` (human-readable overview)
252277
253278** Workflow:** Confirm Scope → Discover Data → Sample & Infer Schema → Profile → Clarify → Emit Artifacts
254279
@@ -258,7 +283,8 @@ The Research-Plan-Implement (RPI) workflow provides a structured approach to com
258283
259284** Creates:** ASCII architecture diagrams in markdown:
260285
261- * Inline diagrams with legend and key relationships
286+ * Inline ASCII block diagrams embedded in markdown (pure ASCII for consistent alignment)
287+ * Component legend and relationship key
262288
263289** Workflow:** Discovery → Parsing → Relationship Mapping → Generation
264290
@@ -268,8 +294,12 @@ The Research-Plan-Implement (RPI) workflow provides a structured approach to com
268294
269295** Creates:** Issue tracking artifacts:
270296
271- * ` .copilot-tracking/github-issues/issue-{number}.md `
272- * ` .copilot-tracking/github-issues/session-state.md `
297+ * ` .copilot-tracking/github-issues/issue-{number}.md ` (issue creation logs with API responses)
298+ * ` .copilot-tracking/github-issues/issues-list-{timestamp}.md ` (navigation session results)
299+ * ` .copilot-tracking/github-issues/search-{timestamp}.md ` (search query results)
300+ * ` .copilot-tracking/github-issues/session-state.md ` (active context and filter state)
301+ * ` .copilot-tracking/github-issues/draft-issue.md ` (working draft before submission)
302+ * ` .copilot-tracking/github-issues/current-filters.md ` (saved filter configurations)
273303
274304** Workflow:** Issue Creation | Issue Navigation | Issue Search
275305
@@ -279,9 +309,10 @@ The Research-Plan-Implement (RPI) workflow provides a structured approach to com
279309
280310** Creates:** Work item planning files:
281311
282- * ` .copilot-tracking/workitems/prds/<artifact-normalized-name>/planning-log.md `
283- * ` .copilot-tracking/workitems/prds/<artifact-normalized-name>/work-items.md `
284- * ` .copilot-tracking/workitems/prds/<artifact-normalized-name>/handoff.md `
312+ * ` .copilot-tracking/workitems/prds/<artifact-normalized-name>/planning-log.md ` (session activity and decisions)
313+ * ` .copilot-tracking/workitems/prds/<artifact-normalized-name>/artifact-analysis.md ` (PRD parsing and extraction)
314+ * ` .copilot-tracking/workitems/prds/<artifact-normalized-name>/work-items.md ` (Epic/Feature/Story hierarchy)
315+ * ` .copilot-tracking/workitems/prds/<artifact-normalized-name>/handoff.md ` (final handoff for ADO creation)
285316
286317** Workflow:** Analyze PRD → Discover Codebase → Discover Related Work Items → Refine → Finalize Handoff
287318
@@ -292,7 +323,8 @@ The Research-Plan-Implement (RPI) workflow provides a structured approach to com
292323** Creates:** Installation configuration and tracking:
293324
294325* ` .hve-tracking.json ` (for agent copy tracking)
295- * Settings updates in ` .vscode/settings.json `
326+ * Settings updates in ` .vscode/settings.json ` (VS Code configuration)
327+ * ` .vscode/mcp.json ` (MCP server configuration when applicable)
296328
297329** Workflow:** Environment Detection → Decision Matrix → Installation → Validation → Agent Customization
298330
@@ -302,8 +334,9 @@ The Research-Plan-Implement (RPI) workflow provides a structured approach to com
302334
303335** Creates:** Test reports and issue documentation:
304336
305- * Test results summary
306- * Issue registry with reproduction steps
337+ * Test results summary (pass/fail counts by category)
338+ * Issue registry with reproduction steps (severity-categorized findings)
339+ * Performance metrics (page load times, render benchmarks)
307340
308341** Workflow:** Environment Setup → Functional Testing → Data Validation → Performance Assessment → Issue Reporting
309342
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