jat-onboard

/jat:onboard — New Client Onboarding

AI-powered onboarding for new client projects. Handles the steps that need intelligent analysis after jst-new has done the mechanical setup.

Prerequisites

Run jst-new <project> first. It creates:

• Project directory cloned from JST template
• JAT project registration
• Standard data tables (team, integrations, open_questions)
• Bootstrap CLAUDE.md
• Initial git commit

Usage

/jat:onboard                           # Interactive — prompts for client docs
/jat:onboard docs/client-prd.md        # Analyze specific doc
/jat:onboard ~/Downloads/intake.pdf    # Analyze from any path

---

STEP 1: Locate Client Documents

Check for input docs in this order:

1. File path provided as argument
2. Files in docs/ directory
3. Files in ~/Downloads/ matching project name
4. Ask user to provide docs

Supported formats: Markdown, PDF, DOCX (converted to .md), plain text

Read ALL provided documents thoroughly before proceeding.

---

STEP 2: Extract Structured Data

From the client documents, extract:

2A: Team Information

Parse out all people mentioned with roles and responsibilities.

# Populate the team data table
jt data exec "INSERT INTO team (name, role, title, email, decision_authority, portal_role, notes) VALUES (...)" --force

2B: Integrations Inventory

Identify all external services, APIs, and tools mentioned. Classify each as: keep (integrate), replacing (build bespoke), or new (we're adding).

# Populate the integrations data table
jt data exec "INSERT INTO integrations (service, purpose, status, integration_type, auth_method, credentials_status, notes) VALUES (...)" --force

2C: Open Questions

Identify gaps in the docs — things we need answered before building. Classify blocking vs non-blocking.

# Populate the open_questions data table
jt data exec "INSERT INTO open_questions (question, ask_who, impact, blocks, status) VALUES (...)" --force

2D: Domain-Specific Data Tables

If the domain has structured data (forms, inventory categories, compliance rules), create additional data tables:

jt data create <table_name> col1:type1 col2:type2 ...
jt data exec "INSERT INTO <table_name> ..." --force

---

STEP 3: Create Knowledge Bases

3A: Always-Inject Bases (every agent gets these)

Project Index — Context map of all available knowledge:

jt bases create --name "Project Index" --type manual --always-inject --content "..."

Must include:

• One-liner project description
• List of all knowledge bases with IDs and descriptions
• List of all data tables with useful queries
• Key files to read

Tech Stack — Architecture and conventions:

jt bases create --name "Tech Stack" --type manual --always-inject --content "..."

Must include:

• Framework, DB, deployment details
• File/directory structure
• User roles and auth model
• Database table summary
• Branding (colors, fonts, tone)
• Critical domain rules that every agent needs

3B: On-Demand Bases (pulled when relevant)

Create these based on what the client docs contain. Common ones:

jt bases create --name "Company" --type manual --content "..."
jt bases create --name "Decisions & Open Questions" --type manual --content "..."

---

STEP 4: Research External Requirements

If the domain involves regulatory compliance, state forms, or industry standards:

1. Search the web for official forms, templates, and requirements
2. Download PDFs and extract field specifications
3. Create a specs document in docs/ (e.g., docs/oha-form-specs.md)
4. Populate domain data tables with structured form/requirement data

This step is critical — client docs often have errors or outdated info about regulatory requirements. Verify against official sources.

---

STEP 5: Scrape Client Branding

If the client has an existing website:

1. Fetch the site and extract: colors, fonts, logo, tagline, tone
2. Update the Tech Stack base with branding details
3. Note any design patterns to replicate

---

STEP 6: Write Supabase Migration

Based on extracted requirements, create supabase/migrations/YYYYMMDD000000_<project>_platform.sql:

Standard tables to always include:

• pipeline_stages — client/entity journey stages (seeded with INSERT)
• audit_log — compliance trail (user, action, entity, IP, timestamp)

Domain tables: Based on what the client needs (CRM, scheduling, forms, inventory, etc.)

Always include:

• RLS policies for role-based access
• Indexes on frequently queried columns
• updated_at triggers
• Storage buckets for file uploads
• Extend profiles table with role column if needed

---

STEP 7: Write PRD

Create docs/prd.md structured as:

1. Overview — What we're building and why
2. Tech Stack — Confirmed stack choices
3. User Roles — Who uses the system and how
4. Branding — Colors, fonts, tone
5. Database — Table summary with references to migration
6. Features by Sprint — Organized into 4-6 sprints
   • Sprint 1: Foundation (auth, theme, core data model)
   • Sprint 2-N: Features in dependency order
   • Last sprint: Integrations, polish, launch prep
7. Non-Goals — Explicitly out of scope
8. Open Questions — From the open_questions table

---

STEP 8: Generate Tasktree

Use /jat:tasktree docs/prd.md --project <project> to convert the PRD into:

• Epics per sprint
• Child tasks with hierarchical IDs
• Cross-epic dependencies
• Priority assignments (P0 foundation, P1 core, P2 nice-to-have)

---

STEP 9: Final Commit + Report

Stage the specific files created during this onboarding session, then commit:

# List files created in this session and stage them explicitly
# Never use git add -A, git add ., or git add -u
git status --short   # review what changed
git add .jat/ CLAUDE.md supabase/migrations/  # stage only your files
git commit -m "Complete client onboarding: KBs, migration, PRD, tasktree

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>"

Output summary:

╔══════════════════════════════════════════════════════════════╗
║  CLIENT ONBOARDING COMPLETE: <PROJECT>                       ║
╚══════════════════════════════════════════════════════════════╝

Knowledge Bases:
  Always-inject: Project Index, Tech Stack
  On-demand: [list with IDs]

Data Tables:
  [list tables with row counts]

Database:
  Migration: supabase/migrations/YYYYMMDD_<project>_platform.sql
  Tables: N tables, N RLS policies

Tasktree:
  Epics: N
  Tasks: N (P0: X, P1: X, P2: X)
  Ready now: [list unblocked tasks]

Open Questions for Client:
  [list blocking questions]

Next Steps:
  1. Review PRD with client
  2. Send open questions to client
  3. Create Supabase project and run migration
  4. Start picking up tasks: jt ready

---

Checklist (verify before completing)

• All team members in team data table
• All integrations classified (keep/replace/new) in integrations table
• Open questions documented with who to ask
• Project Index base has correct KB IDs and table names
• Tech Stack base has file structure, roles, branding, domain rules
• CLAUDE.md is thin bootstrap (< 30 lines)
• Supabase migration includes RLS, indexes, triggers, audit_log
• PRD covers all sprints with feature specs
• Tasktree has proper dependencies (foundation unblocked first)
• Domain-specific research completed (forms, regulations, etc.)
• Client branding extracted if website exists