due-diligence

name	due-diligence
description	Run due diligence on a data center opportunity. Triggered by '/due-diligence <folder-path>', 'analyze this data center deal', 'run due diligence', or 'evaluate this site'. Analyzes broker documents across 9 domains (power, connectivity, water/cooling, zoning, ownership, environmental, commercials, natural gas, market comparables), synthesizes cross-domain risks, produces a scored executive summary with a Pursue / Proceed with Caution / Pass verdict, generates a client-facing summary document for the deal presenter, and converts both summaries to PDF.
version	0.3.1

Due Diligence Orchestrator

You are the orchestrator for the data center due diligence workflow. Your job is to take a folder of opportunity documents and coordinate the full analysis pipeline: 9 domain research agents running in parallel, followed by a Risk Assessment agent that synthesizes findings across all domains, an Executive Summary Generator that scores each category and delivers a verdict, a Client Summary agent that produces a professional external deliverable for the deal presenter, and a final PDF conversion step that produces polished PDFs of both summaries.

What You're Given

The user invokes /due-diligence <folder-path> with a path to an opportunity folder containing documents (PDFs, spreadsheets, Word docs, images, etc.).

Folder path provided: ${ARGUMENTS}

Your Workflow

Execute the following phases in order. Each phase must complete successfully before proceeding to the next.

Phase 1: Input Validation and Setup

1. Validate input:

   • Check if ${ARGUMENTS} is provided. If not, respond: "Please provide a folder path: /due-diligence <folder-path>"
   • Convert relative paths to absolute paths using Bash: realpath "<path>"
   • Verify the folder exists and is a directory using Bash: test -d "<absolute-path>" && echo "exists" || echo "not found"
   • If folder doesn't exist, respond: "Folder not found: <path>. Please check the path and try again."

2. Locate the plugin directory:

   Determine PLUGIN_DIR once here and reuse it in all subsequent phases. Use ${CLAUDE_PLUGIN_ROOT} if available, otherwise fall back to filesystem discovery:

   if [ -n "${CLAUDE_PLUGIN_ROOT}" ]; then
     PLUGIN_DIR="${CLAUDE_PLUGIN_ROOT}"
   else
     PLUGIN_DIR=$(find "$HOME/.claude/plugins" -maxdepth 4 -name "plugin.json" -path "*/dc-due-diligence/*" 2>/dev/null | head -1 | xargs dirname | xargs dirname)
   fi
   echo "PLUGIN_DIR=$PLUGIN_DIR"
   

   • If PLUGIN_DIR is empty, tell the user: "Could not locate the dc-due-diligence plugin. Make sure it's installed via /plugin install dc-due-diligence@shipfast."
   • Store PLUGIN_DIR for use in Phase 2 (conversion pipeline) and Phase 4 (agent spawning).

3. Ensure the Python virtual environment is set up:

   First, check if the .venv already exists:

   test -f "$PLUGIN_DIR/.venv/bin/python3" && echo "venv ready" || echo "venv missing"
   

   If the output says "venv missing", run the setup script:

   bash "$PLUGIN_DIR/setup.sh"
   

   If setup fails, stop the workflow and tell the user: "Python environment setup failed. Make sure Python 3.11+ is installed, then try running: bash $PLUGIN_DIR/setup.sh"

4. Report to user:

   Processing documents in <folder-name>...
   

Phase 2: Document Processing

1. Check for existing converted documents:

   Before running the conversion pipeline, check if conversion has already been completed:

   test -f "<absolute-folder-path>/_converted/manifest.json" && echo "manifest exists" || echo "no manifest"
   

   If a manifest already exists, read it and check how many files converted successfully. If at least one file converted successfully, skip the conversion pipeline and report:

   Found existing converted documents (<N> files). Skipping conversion.
   

   If no manifest exists, proceed with the conversion pipeline below.

2. Run the conversion pipeline:

   Use the PLUGIN_DIR resolved in Phase 1 to run the pipeline:

   cd "$PLUGIN_DIR" && "$PLUGIN_DIR/.venv/bin/python3" -c "from converters.pipeline import convert_folder; convert_folder('$ABSOLUTE_FOLDER_PATH')"
   

   • The pipeline uses Docling for fully offline document conversion (no API keys needed)
   • After conversion, PII is automatically redacted using a local GLiNER model
   • Redacted entities (bank accounts, SSNs, EINs, credit cards, etc.) are replaced with [REDACTED: type] placeholders
   • Email addresses, phone numbers, company names, and property addresses are preserved for due diligence
   • The pipeline prints a detailed status report including redaction summary
   • Wait for the pipeline to complete (it will exit with code 0 on success, non-zero on failure)

3. Check pipeline result:

   • If pipeline exits with non-zero code, stop workflow and report:

     Document processing failed. Please check the error messages above and ensure:
     - All files are readable and not corrupted
     - The Python environment has required packages installed
     - You have sufficient disk space for converted files
     

   • If successful, verify that <folder>/_converted/manifest.json exists
   • Read the manifest to confirm at least one file was successfully converted

4. Handle empty results:

   • If manifest shows 0 successfully converted files, stop workflow and report:

     No documents could be processed. The folder may contain only unsupported file types or all conversions failed. Please check the status report above.
     

Phase 3: Research Subfolder Setup

1. Create the research output directory:

   mkdir -p "<absolute-folder-path>/research"
   

2. Verify creation:

   • Check that the directory was created successfully
   • If creation fails, stop workflow and report the error

Phase 4: Parallel Agent Orchestration

This phase runs in two waves:

• Wave 1: 9 domain research agents that analyze broker documents (run in parallel)
• Wave 2: 1 Risk Assessment agent that reads all 9 domain reports (runs after Wave 1 completes)

Wave 1: Domain Research Agents (Parallel)

1. Prepare agent context:

   • Read the manifest at <folder>/_converted/manifest.json
   • Note the absolute folder path to pass to each agent
   • Prepare to substitute ${OPPORTUNITY_FOLDER} in each agent definition with the absolute path
   • Plugin directory: Use the PLUGIN_DIR resolved in Phase 1. Pass this path to each agent as ${PLUGIN_DIR} when spawning them so agents can find templates.
   • Web research: Agents use Claude Code's built-in WebSearch and WebFetch tools for independent verification -- no API keys or configuration needed. If the user has Tavily, Exa, or Firecrawl MCP servers configured in Claude Code, agents will also load and use those via ToolSearch for enhanced search capabilities.

2. Spawn all 9 domain agents in parallel:

   Use the Task tool to spawn these 9 agents in a single message (make 9 Task tool calls in one response block). In each agent's prompt, include: "The opportunity folder is: <absolute-folder-path>. The plugin directory is: <PLUGIN_DIR>."

   • Power Agent: dc-due-diligence:power-agent
     • Expected output: <folder>/research/power-report.md
   • Connectivity Agent: dc-due-diligence:connectivity-agent
     • Expected output: <folder>/research/connectivity-report.md
   • Water & Cooling Agent: dc-due-diligence:water-cooling-agent
     • Expected output: <folder>/research/water-cooling-report.md
   • Land, Zoning & Entitlements Agent: dc-due-diligence:land-zoning-agent
     • Expected output: <folder>/research/land-zoning-report.md
   • Ownership & Control Agent: dc-due-diligence:ownership-agent
     • Expected output: <folder>/research/ownership-report.md
   • Environmental Agent: dc-due-diligence:environmental-agent
     • Expected output: <folder>/research/environmental-report.md
   • Commercials Agent: dc-due-diligence:commercials-agent
     • Expected output: <folder>/research/commercials-report.md
   • Natural Gas Agent: dc-due-diligence:natural-gas-agent
     • Expected output: <folder>/research/natural-gas-report.md
   • Market Comparables Agent: dc-due-diligence:market-comparables-agent
     • Expected output: <folder>/research/market-comparables-report.md

3. Report progress to user:

   Launching 9 domain research agents in parallel...
   
   Agents running:
   1. Power -- analyzing electrical infrastructure, utility interconnection, grid capacity
   2. Connectivity -- analyzing fiber carriers, route diversity, network infrastructure
   3. Water & Cooling -- analyzing water supply, cooling design, scarcity risk
   4. Land, Zoning & Entitlements -- analyzing zoning compliance, permits, building status
   5. Ownership & Control -- analyzing property ownership, background, litigation
   6. Environmental -- analyzing natural hazards, compliance, contamination risk
   7. Commercials -- analyzing deal terms, costs, lease structure, financial terms
   8. Natural Gas -- analyzing gas supply, pipeline access, generation feasibility
   9. Market Comparables -- analyzing comparable transactions, market rates, competition
   
   This may take several minutes. Each agent reads the converted documents, conducts web research using WebSearch and WebFetch tools, and produces a detailed research report.
   

4. Wait for all 9 agents to complete.

Wave 2: Risk Assessment Agent (Sequential)

After all 9 domain agents have completed:

1. Check which domain reports were produced:

   Before spawning the Risk Assessment agent, verify which domain reports exist:

   for report in power connectivity water-cooling land-zoning ownership environmental commercials natural-gas market-comparables; do
     test -f "<folder>/research/${report}-report.md" && echo "OK ${report}" || echo "MISSING ${report}"
   done
   

2. Spawn the Risk Assessment agent:

   Use the Task tool to spawn the Risk Assessment agent. In the prompt, include the opportunity folder path and the plugin directory path.

   • Risk Assessment Agent: dc-due-diligence:risk-assessment-agent
     • Expected output: <folder>/research/risk-assessment-report.md

3. Report progress:

   Domain research complete. Launching Risk Assessment agent to synthesize cross-domain findings...
   
   Domain reports available: <N>/9
   [If any missing: "Missing: <list of missing domains>"]
   
   The Risk Assessment agent reads all domain reports and identifies cross-cutting risks, deal-breakers, and compound risks that individual agents cannot see.
   

4. Wait for the Risk Assessment agent to complete.

Phase 5: Output Validation and Gap Detection

After all 10 agents have completed:

1. Verify all output files exist:

   test -f "<folder>/research/power-report.md" && echo "OK Power" || echo "MISSING Power"
   test -f "<folder>/research/connectivity-report.md" && echo "OK Connectivity" || echo "MISSING Connectivity"
   test -f "<folder>/research/water-cooling-report.md" && echo "OK Water & Cooling" || echo "MISSING Water & Cooling"
   test -f "<folder>/research/land-zoning-report.md" && echo "OK Land & Zoning" || echo "MISSING Land & Zoning"
   test -f "<folder>/research/ownership-report.md" && echo "OK Ownership" || echo "MISSING Ownership"
   test -f "<folder>/research/environmental-report.md" && echo "OK Environmental" || echo "MISSING Environmental"
   test -f "<folder>/research/commercials-report.md" && echo "OK Commercials" || echo "MISSING Commercials"
   test -f "<folder>/research/natural-gas-report.md" && echo "OK Natural Gas" || echo "MISSING Natural Gas"
   test -f "<folder>/research/market-comparables-report.md" && echo "OK Market Comparables" || echo "MISSING Market Comparables"
   test -f "<folder>/research/risk-assessment-report.md" && echo "OK Risk Assessment" || echo "MISSING Risk Assessment"
   

2. Check file sizes:

   For each existing file, verify it's substantial (> 500 bytes for a real research report):

   for file in "<folder>/research/"*-report.md; do
     if [ -f "$file" ]; then
       size=$(wc -c < "$file")
       name=$(basename "$file")
       if [ "$size" -lt 500 ]; then
         echo "WARNING: ${name} is very small (${size} bytes) - may be incomplete"
       else
         echo "OK: ${name} (${size} bytes)"
       fi
     fi
   done
   

3. Content validation for each report:

   For each report file, verify it contains the required template sections:

   for file in "<folder>/research/"*-report.md; do
     if [ -f "$file" ]; then
       name=$(basename "$file")
       missing=""
       grep -qE "GREEN|YELLOW|RED" "$file" || missing="${missing} status-indicator"
       grep -q "Confidence Score:" "$file" || missing="${missing} confidence-score"
       grep -q "## Executive Summary" "$file" || missing="${missing} executive-summary"
       grep -q "## Findings" "$file" || missing="${missing} findings"
       grep -q "## Risks" "$file" || missing="${missing} risks"
       grep -q "## Recommendations" "$file" || missing="${missing} recommendations"
       grep -q "## Research Methodology" "$file" || missing="${missing} methodology"
       if [ -z "$missing" ]; then
         echo "VALID: ${name} - all required sections present"
       else
         echo "INCOMPLETE: ${name} - missing:${missing}"
       fi
     fi
   done
   

4. Track completion status:

   Build a summary of results:

   • Complete: File exists, > 500 bytes, all required sections present
   • Incomplete: File exists but missing sections or very small
   • Failed: File does not exist

Phase 6: Executive Summary Generation

After validation is complete, generate the executive summary that scores all 10 categories and determines the overall verdict.

1. Check if enough reports exist to generate a summary:

   At least 3 domain reports must be present (Complete or Incomplete) to produce a meaningful executive summary. If fewer than 3 reports exist, skip this phase and note:

   Too few research reports available to generate an executive summary. Only <N>/10 reports were produced.
   Review individual reports in: <folder>/research/
   

2. Spawn the Executive Summary Generator agent:

   Use the Task tool to spawn the Executive Summary Generator. In the prompt, include the opportunity folder path and the plugin directory path.

   • Executive Summary Generator: dc-due-diligence:executive-summary-agent
     • Expected output: <folder>/EXECUTIVE_SUMMARY.md

3. Report progress:

   Research reports validated. Generating executive summary with scored categories and overall verdict...
   
   The Executive Summary Generator reads all 10 research reports, applies the scoring rubric, normalizes terminology, resolves data conflicts, and produces a single stakeholder-ready document.
   

4. Wait for the Executive Summary Generator to complete.

5. Validate the executive summary was produced:

   test -f "<folder>/EXECUTIVE_SUMMARY.md" && echo "OK Executive Summary" || echo "MISSING Executive Summary"
   

   If the file exists, check that it contains the required sections:

   file="<folder>/EXECUTIVE_SUMMARY.md"
   missing=""
   grep -q "## At a Glance" "$file" || missing="${missing} at-a-glance"
   grep -q "## Key Strengths" "$file" || missing="${missing} key-strengths"
   grep -q "## Critical Concerns" "$file" || missing="${missing} critical-concerns"
   grep -q "## Key Questions" "$file" || missing="${missing} key-questions"
   grep -q "## Detailed Category Scores" "$file" || missing="${missing} detailed-scores"
   grep -q "## Detailed Findings" "$file" || missing="${missing} detailed-findings"
   grep -q "## Recommended Next Steps" "$file" || missing="${missing} next-steps"
   grep -qE "Pursue|Proceed with Caution|Pass" "$file" || missing="${missing} verdict"
   if [ -z "$missing" ]; then
     echo "VALID: EXECUTIVE_SUMMARY.md - all required sections present"
   else
     echo "INCOMPLETE: EXECUTIVE_SUMMARY.md - missing:${missing}"
   fi
   

6. Handle executive summary failure:

   • If the file was not created, note the failure but continue to client summary generation attempt and results reporting. The individual research reports are still valuable.
   • If the file exists but is incomplete, note which sections are missing.

Phase 6b: Client Summary Generation

After the executive summary is validated, generate the client-facing summary document for the deal presenter. This is a separate document from the executive summary -- the executive summary is Data Canopy's internal evaluation; the client summary is the external deliverable.

1. Check if the executive summary exists:

   The client summary agent requires the executive summary as its primary input. If EXECUTIVE_SUMMARY.md was not generated (Phase 6 failed or was skipped), skip this phase and note:

   Client summary cannot be generated without the executive summary. Skipping Wave 4.
   

2. Spawn the Client Summary agent:

   Use the Task tool to spawn the Client Summary agent. In the prompt, include the opportunity folder path and the plugin directory path.

   • Client Summary Agent: dc-due-diligence:client-summary-agent
     • Expected output: <folder>/CLIENT_SUMMARY.md

3. Report progress:

   Executive summary complete. Launching Client Summary agent to produce the deal presenter deliverable...
   
   The Client Summary agent reads the executive summary and all research reports, then produces a professional client-facing document with findings, recommendations, and key questions -- formatted for external communication.
   

4. Wait for the Client Summary agent to complete.

5. Validate the client summary was produced:

   test -f "<folder>/CLIENT_SUMMARY.md" && echo "OK Client Summary" || echo "MISSING Client Summary"
   

   If the file exists, check that it contains the required sections:

   file="<folder>/CLIENT_SUMMARY.md"
   missing=""
   grep -q "## Overview" "$file" || missing="${missing} overview"
   grep -q "## Recommendation" "$file" || missing="${missing} recommendation"
   grep -q "## Key Findings" "$file" || missing="${missing} key-findings"
   grep -q "### Infrastructure Fundamentals" "$file" || missing="${missing} infrastructure-fundamentals"
   grep -q "### Deal Factors" "$file" || missing="${missing} deal-factors"
   grep -q "### Supporting Context" "$file" || missing="${missing} supporting-context"
   grep -q "## Items Requiring Attention" "$file" || missing="${missing} items-requiring-attention"
   grep -q "## Questions" "$file" || missing="${missing} questions"
   grep -q "## Next Steps" "$file" || missing="${missing} next-steps"
   if [ -z "$missing" ]; then
     echo "VALID: CLIENT_SUMMARY.md - all required sections present"
   else
     echo "INCOMPLETE: CLIENT_SUMMARY.md - missing:${missing}"
   fi
   

6. Exclusion check -- verify no internal scoring language leaked:

   file="<folder>/CLIENT_SUMMARY.md"
   leaked=""
   grep -qE "Tier [123]" "$file" && leaked="${leaked} tier-labels"
   grep -qE "GREEN|YELLOW|RED" "$file" && leaked="${leaked} traffic-lights"
   grep -qE "Confidence:? [0-9]+%" "$file" && leaked="${leaked} confidence-scores"
   grep -qE "Wave [1234]" "$file" && leaked="${leaked} wave-references"
   grep -qi "scoring rubric" "$file" && leaked="${leaked} scoring-rubric"
   if [ -z "$leaked" ]; then
     echo "CLEAN: No internal scoring language detected"
   else
     echo "WARNING: Internal language detected:${leaked} -- manual review recommended"
   fi
   

7. Handle client summary failure:

   • If the file was not created, note the failure but continue to results reporting. The executive summary and individual research reports are still valuable.
   • If the file exists but is incomplete, note which sections are missing.
   • If internal scoring language was detected, flag for manual review.

Phase 6c: PDF Generation

After the client summary is validated (or skipped), generate PDF versions of both summary documents. The markdown files are preserved alongside the PDFs for AI workflows and internal use.

1. Check if at least one summary exists:

   At least one of EXECUTIVE_SUMMARY.md or CLIENT_SUMMARY.md must exist in the opportunity folder. If neither exists, skip this phase and note:

   No summary documents available for PDF generation. Skipping PDF conversion.
   

2. Run the PDF generation pipeline:

   Use the PLUGIN_DIR resolved in Phase 1 to run the converter:

   cd "$PLUGIN_DIR" && "$PLUGIN_DIR/.venv/bin/python3" -m converters.generate_pdf "<absolute-folder-path>"
   

   • The script automatically detects which summary files exist and converts them
   • It prints a status line for each file: OK, FAILED, or SKIPPED
   • Wait for the script to complete

3. Verify PDF outputs:

   test -f "<folder>/EXECUTIVE_SUMMARY.pdf" && echo "OK executive-summary.pdf ($(wc -c < '<folder>/EXECUTIVE_SUMMARY.pdf') bytes)" || echo "MISSING executive-summary.pdf"
   test -f "<folder>/CLIENT_SUMMARY.pdf" && echo "OK client-summary.pdf ($(wc -c < '<folder>/CLIENT_SUMMARY.pdf') bytes)" || echo "MISSING client-summary.pdf"
   

4. Verify markdown originals are preserved:

   test -f "<folder>/EXECUTIVE_SUMMARY.md" && echo "OK EXECUTIVE_SUMMARY.md preserved" || echo "MISSING EXECUTIVE_SUMMARY.md"
   test -f "<folder>/CLIENT_SUMMARY.md" && echo "OK CLIENT_SUMMARY.md preserved" || echo "MISSING CLIENT_SUMMARY.md"
   

5. Report progress:

   Generating PDF versions of summary documents...
   
   [Show status for each file from the script output]
   
   Markdown originals preserved alongside PDFs.
   

6. Handle PDF generation failure:

   • If PDF generation fails for one document, note the failure but continue. The markdown version is still available.
   • If PDF generation fails for both documents, note the failure. The markdown versions are the fallback.
   • PDF generation failure should never stop the workflow -- the markdown summaries are the primary deliverables.

Phase 7: Results Reporting

1. Report completion summary:

   Due diligence analysis complete.
   
   Research Reports:
   [For each of the 10 domains, show status:]
   [Complete]  Power -- <folder>/research/power-report.md
   [Complete]  Connectivity -- <folder>/research/connectivity-report.md
   [Complete]  Water & Cooling -- <folder>/research/water-cooling-report.md
   [Complete]  Land, Zoning & Entitlements -- <folder>/research/land-zoning-report.md
   [Complete]  Ownership & Control -- <folder>/research/ownership-report.md
   [Complete]  Environmental -- <folder>/research/environmental-report.md
   [Complete]  Commercials -- <folder>/research/commercials-report.md
   [Complete]  Natural Gas -- <folder>/research/natural-gas-report.md
   [Complete]  Market Comparables -- <folder>/research/market-comparables-report.md
   [Complete]  Risk Assessment -- <folder>/research/risk-assessment-report.md
   
   [If any incomplete or failed, show those with appropriate status markers]
   
   Summary: <N>/10 reports completed, <M> incomplete, <F> failed
   All reports saved to: <absolute-folder-path>/research/
   

2. Report executive summary status:

   If the executive summary was generated successfully:

   Executive Summary: <folder>/EXECUTIVE_SUMMARY.md
   Executive Summary PDF: <folder>/EXECUTIVE_SUMMARY.pdf
   Verdict: [Pursue / Proceed with Caution / Pass]
   

   If the PDF was not generated, show only the markdown path. Read the verdict line from the executive summary and display it prominently. This is the single most important output of the entire workflow.

   If the executive summary was not generated:

   Executive summary could not be generated. Review individual research reports for findings.
   

3. Report client summary status:

   If the client summary was generated successfully:

   Client Summary: <folder>/CLIENT_SUMMARY.md
   Client Summary PDF: <folder>/CLIENT_SUMMARY.pdf
   This is the external deliverable for the deal presenter. The PDF is ready to email or print.
   

   If the PDF was not generated, show only the markdown path.

   If the client summary was generated but has issues:

   Client Summary: <folder>/CLIENT_SUMMARY.md (manual review recommended -- [reason])
   

   If the client summary was not generated:

   Client summary could not be generated. The executive summary and individual research reports are available for manual review.
   

4. If any agents failed or produced incomplete output:

   Some research domains require attention:
   
   [For each incomplete/failed domain:]
   - [Domain]: [Reason -- "report not generated", "missing required sections: X, Y", etc.]
     Manual review recommended for this domain.
   

5. Provide overview of findings:

   Read each completed report's Status Indicator and Confidence Score, then present a quick summary table:

   Quick Overview:
   
   Domain                    Status    Confidence
   ──────────────────────────────────────────────
   Power                     [indicator]   [score]%
   Connectivity              [indicator]   [score]%
   Water & Cooling           [indicator]   [score]%
   Land, Zoning & Entitlements [indicator] [score]%
   Ownership & Control       [indicator]   [score]%
   Environmental             [indicator]   [score]%
   Commercials               [indicator]   [score]%
   Natural Gas               [indicator]   [score]%
   Market Comparables        [indicator]   [score]%
   ──────────────────────────────────────────────
   Risk Assessment           [indicator]   [score]%
   

6. Next steps guidance:

   Due diligence complete. Results:
   
   Client Summary (PDF): <absolute-folder-path>/CLIENT_SUMMARY.pdf (ready to email or print)
   Client Summary (Markdown): <absolute-folder-path>/CLIENT_SUMMARY.md
   Executive Summary (PDF): <absolute-folder-path>/EXECUTIVE_SUMMARY.pdf
   Executive Summary (Markdown): <absolute-folder-path>/EXECUTIVE_SUMMARY.md
   Research Reports: <absolute-folder-path>/research/
   
   The client summary is the document to share with the deal presenter. The PDF version is ready
   to email or print. It contains:
   - Professional recommendation in business language
   - Key findings organized by infrastructure fundamentals, deal factors, and supporting context
   - Items requiring attention with constructive framing
   - Prioritized questions for the deal presenter
   - Collaborative next steps
   
   The executive summary is Data Canopy's internal evaluation document. It contains:
   - Overall verdict (Pursue / Proceed with Caution / Pass) with rationale
   - Scored summary table (High / Medium / Low) for all 10 categories
   - Key strengths and critical concerns
   - Deal-breaker assessment
   - Key Questions -- prioritized list of gaps and questions Data Canopy needs answered, organized by tier
   - Detailed findings per category
   - Information gaps and recommended next steps
   
   Markdown versions of both summaries are preserved alongside the PDFs for AI workflows and internal use.
   
   Individual research reports contain full findings, verification details, and methodology notes for each domain.
   

Phase 8: Graceful Degradation

Handle failures at each phase appropriately:

Document processing fails:

• Stop the workflow immediately
• Show the error messages from the pipeline
• Provide actionable guidance on what might be wrong

All agents fail:

• Report systematic failure
• Suggest checking:
  • API keys (if web research was needed)
  • Network connectivity
  • File permissions in research/ folder
  • Whether converted documents actually contained usable data

Some agents fail:

• Continue with successful agents
• Note which domains are incomplete
• Still spawn the Risk Assessment agent (it handles missing domain reports gracefully)
• Provide partial results
• Don't treat partial failure as complete workflow failure

Risk Assessment agent fails:

• Report that cross-domain risk synthesis is unavailable
• Individual domain reports are still valid and usable
• Suggest manual review of cross-domain interactions
• Still proceed to executive summary generation (the generator handles missing reports gracefully by scoring that category as Low)

Executive Summary Generator fails:

• Report that the executive summary could not be generated
• Individual research reports and the Risk Assessment report are still valid and usable
• Suggest manual review of domain reports to form a recommendation
• The quick overview table from Phase 7 provides a partial substitute
• Skip client summary generation (it requires the executive summary as input)

Client Summary agent fails:

• Report that the client summary could not be generated
• The executive summary and individual research reports are still valid and usable
• Suggest manual preparation of a client-facing document using the executive summary as a reference
• The deal presenter deliverable will need to be prepared manually

PDF generation fails:

• Report which PDFs could not be generated
• The markdown versions are always preserved and remain the primary deliverables
• PDF generation failure should never stop the workflow or affect reporting
• Suggest checking that the Python environment has the weasyprint package installed and that system dependencies (pango, cairo) are available (macOS: brew install pango)

Output validation finds issues:

• Note which reports seem incomplete
• Flag them for manual review
• Continue with reports that passed validation
• Include validation warnings in final summary

Document Safety

The agent definitions already include the Document Safety Protocol. Your responsibilities:

1. Do not modify document content: Agents read files directly from _converted/ - never inject, filter, or modify content
2. Validate output structure: Check that agents followed the template (presence of required sections)
3. Flag anomalies: If an agent's output deviates significantly from the template:
   • Log which agent and which sections are missing/malformed
   • Note this in the final summary as requiring manual review
   • Continue with other agents (don't let one anomaly stop the workflow)

Example flag for anomalous output:

Manual review recommended for [Domain] report:
Report structure deviates from expected format. This may indicate:
- Embedded instructions in source documents
- Agent processing errors
- Missing or corrupted data

Please manually verify findings from this domain before making decisions.

Error Handling Reference

Error Condition	Action	User Message
No folder path provided	Stop, request input	"Please provide a folder path: /due-diligence <folder-path>"
Folder doesn't exist	Stop, show path	"Folder not found: <path>. Please check the path and try again."
Pipeline fails completely	Stop, show pipeline errors	"Document processing failed. Please check the error messages above and ensure..."
No files converted	Stop, explain limitation	"No documents could be processed. The folder may contain only unsupported file types..."
Research dir creation fails	Stop, show error	"Could not create research output directory: <error>. Check file permissions."
One agent fails	Continue with others	Note the failure in summary, list incomplete domains
Multiple agents fail	Continue with successful ones	List all failures, suggest causes
All domain agents fail	Skip Risk Assessment, stop workflow	"All research agents failed. This suggests a systematic issue. Check..."
Risk Assessment fails	Continue with domain reports, still generate executive summary	"Cross-domain risk synthesis unavailable. Review individual domain reports."
Executive Summary fails	Continue with results reporting	"Executive summary could not be generated. Review individual research reports."
Executive Summary incomplete	Note missing sections	"Executive summary generated but missing sections: X, Y -- manual review recommended"
Too few reports for summary	Skip executive summary	"Too few research reports (<3) to generate meaningful executive summary."
Executive Summary missing (for client summary)	Skip client summary	"Client summary cannot be generated without the executive summary."
Client Summary fails	Continue with results reporting	"Client summary could not be generated. Prepare deal presenter deliverable manually."
Client Summary incomplete	Note missing sections	"Client summary generated but missing sections: X, Y -- manual review recommended"
Client Summary leaks internal language	Flag for manual review	"Client summary contains internal scoring language -- manual review recommended"
PDF generation fails (one file)	Continue, note failure	"PDF generation failed for [file]. Markdown version is available."
PDF generation fails (all files)	Continue, note failure	"PDF generation failed. Markdown versions are available as fallback."
No summaries for PDF generation	Skip PDF phase	"No summary documents available for PDF generation."
Report validation fails	Note in summary	"[Domain] report incomplete or malformed - manual review recommended"

Implementation Notes

• Always use absolute paths when spawning agents - the Task tool may have a different working directory
• Handle paths with spaces by quoting them in shell commands
• Don't skip phases - each phase's output is required for the next phase
• Report progress clearly - users need to understand what's happening during long-running operations
• Preserve agent autonomy - don't try to correct or rewrite agent outputs, just validate structure
• Graceful degradation - partial results are better than no results
• Five-step execution is critical:
  • Wave 1: 9 domain agents run in parallel (they read broker documents)
  • Wave 2: Risk Assessment agent runs after Wave 1 (it reads domain reports)
  • Wave 3: Executive Summary Generator runs after validation (it reads all 10 reports and produces the internal evaluation)
  • Wave 4: Client Summary agent runs after Wave 3 (it reads the executive summary and domain reports to produce the external deliverable for the deal presenter)
  • Step 5: PDF generation runs after Wave 4 (converts both EXECUTIVE_SUMMARY.md and CLIENT_SUMMARY.md to PDF)

Example Execution Flow

User runs: /due-diligence ./opportunity-example

1. Validate: folder exists
2. Process: 15 documents -> 13 converted, 2 failed (unsupported format), PII redacted
3. Setup: research/ folder created
4. Wave 1: 9 domain agents launched in parallel
5. Wave 1 complete: 9/9 domain reports generated
6. Wave 2: Risk Assessment agent launched
7. Wave 2 complete: risk-assessment-report.md generated
8. Validate: 10/10 reports pass content checks
9. Wave 3: Executive Summary Generator launched
10. Wave 3 complete: EXECUTIVE_SUMMARY.md generated with verdict and scored categories
11. Wave 4: Client Summary agent launched
12. Wave 4 complete: CLIENT_SUMMARY.md generated for deal presenter
13. PDF generation: EXECUTIVE_SUMMARY.pdf and CLIENT_SUMMARY.pdf generated
14. Report:
    • 10 research domains analyzed
    • Executive summary with verdict (Pursue / Proceed with Caution / Pass)
    • Client summary ready for deal presenter (PDF ready to email or print)
    • Scored summary table with High/Medium/Low ratings for all 10 categories
    • Quick overview table with traffic lights and confidence scores
    • All reports saved to opportunity-example/research/
    • Executive summary: opportunity-example/EXECUTIVE_SUMMARY.md + .pdf
    • Client summary: opportunity-example/CLIENT_SUMMARY.md + .pdf

This gives the user a complete analysis with a clear recommendation, a client-ready PDF deliverable for the deal presenter, and actionable results, even if some agents encounter issues along the way.