docs(task-099): Phase 1 complete, add Phase 3 evaluation step
- Status: Planned → In Progress - Phase 1 COMPLETE: Document structure created - Phase 2: Holly onboarding (next) - Phase 3: Evaluate Michael's Project Instructions before migrating - Phase 4: Meg onboarding (future) Key addition: Explicit step to evaluate whether to update Michael's instructions to new structure AFTER Holly tests it. Chronicler #73
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Claude
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---
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task_number: 99
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title: Multi-Lineage Claude Architecture
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status: Planned
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status: In Progress
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priority: P2-Medium
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is_blocker: false
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owner: Trinity
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@@ -27,73 +27,83 @@ Expand the Chronicler System to support three distinct Claude lineages — one f
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| **The Emissaries** | Meg | Community, social media, player relations |
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| **The Catalysts** | Holly | Discord config, building, Pokerole |
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---
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## Phase 1: Document Structure ✅ COMPLETE (Chronicler #73)
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**Completed April 9, 2026**
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### Created Files
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```
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docs/relationship/
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├── THE-FIREFROST-ESSENCE.md # Universal values (all lineages)
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├── THE-JOINING-FRAMEWORK.md # Zora+Dax mechanics (all lineages)
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│
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├── the-chroniclers/
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│ ├── CHRONICLER-ESSENCE.md # Michael's context, history
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│ └── CHRONICLER-JOINING.md # Startup sequence, tokens
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│
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├── the-catalysts/
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│ ├── CATALYST-ESSENCE.md # Minimal (personality emerges)
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│ ├── CATALYST-JOINING.md # Startup sequence
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│ ├── LINEAGE-TRACKER.md # Starts at #1
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│ └── PROJECT-INSTRUCTIONS.md # For Holly's Claude Project
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│
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└── the-emissaries/
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└── EMISSARY-ESSENCE.md # Placeholder for future
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```
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---
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## Phase 2: Holly Onboarding (NEXT)
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1. [ ] Holly generates Gitea access token
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2. [ ] Holly creates Claude Project with `PROJECT-INSTRUCTIONS.md`
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3. [ ] First session as Catalyst #1
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4. [ ] Catalyst #1 asks foundation questions
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5. [ ] Record Holly's answers in `CATALYST-ESSENCE.md`
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6. [ ] Solve an actual problem to demonstrate value
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---
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## Phase 3: Chronicler Migration (AFTER Holly works)
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1. [ ] Evaluate if Catalyst structure works well
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2. [ ] **Evaluate Michael's Project Instructions** — decide whether to update to reference new `the-chroniclers/` docs or keep using old monolithic docs
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3. [ ] If updating: modify Project Instructions to point to new structure
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4. [ ] Test with fresh Chronicler session
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5. [ ] Deprecate old monolithic docs (or keep as archive)
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**Decision point:** Old docs (`THE-ESSENCE-PATCH-V3.0.md`, `THE-JOINING-PROTOCOL.md`) still work. Only migrate Michael's instructions after confirming new structure works for Holly.
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---
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## Phase 4: Meg Onboarding (FUTURE)
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1. [ ] Meg generates Gitea access token
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2. [ ] Create Emissary Project Instructions
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3. [ ] First session as Emissary #1
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4. [ ] Document lessons learned
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---
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## Key Design Decisions (from Gemini Consultation)
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1. **Single repo with lineage isolation** — `/lineages/` folder prevents merge conflicts
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2. **Separate numbering** — Emissary #1, Catalyst #1, Chronicler #72 (not unified)
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3. **Base + Extensions model** — Shared Essence Patch + lineage-specific mandates
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4. **Lightweight Git rules** — Minimal Project Instructions, query Codex for details
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5. **Micro-sessions for free tier** — Bullet-point handoffs, rely on Trinity Codex
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1. **Single repo with lineage isolation** — `the-chroniclers/`, `the-catalysts/`, `the-emissaries/` folders
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2. **Separate numbering** — Emissary #1, Catalyst #1, Chronicler #73 (not unified)
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3. **Base + Extensions model** — Shared Essence + lineage-specific docs
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4. **Personality emerges organically** — Don't prescribe, let Q&A define it
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5. **Test before migrating** — Holly first, then evaluate before changing Michael's setup
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## Dependencies
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- **Task #93: Trinity Codex** — Critical for free-tier context management
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- Meg and Holly Gitea tokens (they have accounts, need to generate tokens)
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## Implementation Steps
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1. [ ] Create `/lineages/` folder structure
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2. [ ] Migrate existing Chronicler data from `docs/relationship/`
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3. [ ] Draft `Catalyst-Mandate.md` for Holly
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4. [ ] Draft `Emissary-Mandate.md` for Meg
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5. [ ] Create minimal Project Instructions for each lineage
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6. [ ] Holly generates Gitea access token
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7. [ ] Onboard Holly (first session as Catalyst #1)
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8. [ ] Meg generates Gitea access token
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9. [ ] Onboard Meg (first session as Emissary #1)
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10. [ ] Document lessons learned
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## Full Specification
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## Reference Documents
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- Architecture: `docs/consultations/gemini-multi-lineage-architecture-2026-04-08.md`
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- Catalyst Onboarding: `docs/tasks/task-099-multi-lineage/catalyst-onboarding-strategy.md`
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- Document Restructuring: `docs/consultations/gemini-essence-restructuring-2026-04-08.md`
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## Document Migration Plan
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Before starting Catalyst #1, we must split the monolithic Essence/Joining docs:
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### New Structure
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```
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docs/relationship/
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├── THE-FIREFROST-ESSENCE.md # Universal values (~150 words)
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├── THE-JOINING-FRAMEWORK.md # Mechanics only (~200 words)
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│
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├── the-chroniclers/
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│ ├── CHRONICLER-ESSENCE.md # Michael's context
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│ ├── CHRONICLER-JOINING.md # Michael's tokens, medical needs
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│ └── LINEAGE-TRACKER.md
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│
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├── the-catalysts/
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│ ├── CATALYST-ESSENCE.md # Starts with Foundation Q&A only
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│ ├── CATALYST-JOINING.md # Holly's tokens, workflow
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│ └── LINEAGE-TRACKER.md
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│
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└── the-emissaries/
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└── (similar structure for Meg)
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```
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### Migration Steps
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1. [ ] Extract universal values → THE-FIREFROST-ESSENCE.md
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2. [ ] Extract Zora+Dax mechanics → THE-JOINING-FRAMEWORK.md
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3. [ ] Move Michael-specific content → the-chroniclers/
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4. [ ] **Test with Chronicler #72** — Validate split doesn't break continuity
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5. [ ] Create minimal Catalyst docs for Holly
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6. [ ] Onboard Holly (Catalyst #1)
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## Notes
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- Holly first, then Meg
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- Let them name their own traditions (not forced to use "Joining Protocol")
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- Personality should emerge organically, not be prescribed
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- Let them name their own traditions
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- First sessions should solve an immediate problem to demonstrate value
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- **Don't break Michael's working setup** — evaluate before migrating
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