Practice Hub Documentation Search Skill

Purpose: Provide comprehensive, context-aware documentation search for Practice Hub development tasks.

Trigger Patterns: This skill automatically activates when the user asks about:

• Multi-tenancy architecture (tenant isolation, dual isolation with tenantId + clientId)
• Authentication systems (Better Auth dual system, staff vs client portal)
• tRPC API design (creating routers, protected procedures, context)
• Database schema (tables, views, indexes, migrations)
• Integrations (LEM Verify KYC, Google Gemini AI, DocuSeal e-signature, S3 storage, Xero)
• Practice Hub modules (Client Hub, Proposal Hub, Admin Panel, Client Portal)
• Pricing calculator (28 services, 138+ rules, service components)
• Design system (glass-card patterns, shadcn/ui components)
• Implementation patterns and coding standards

How This Skill Works

1. Code Index Lookup - Fast function/type signature lookups with file:line references
2. Concept Search - Finds all relevant docs across 6 domains (Architecture, API, Guides, Operations, Stories, QA)
3. Context Assembly - Returns comprehensive context for implementation tasks

Available Searches

By Query Type

Architecture Questions:

• "How does multi-tenancy work?"
• "What's the authentication architecture?"
• "Show me the complete tRPC design"
• "How is the database structured?"

API Reference:

• "What's the signature for getAuthContext?"
• "Show me the clients router"
• "How do I create a protected procedure?"
• "What's in the proposals router?"

Implementation Guidance:

• "I'm implementing a new tRPC router"
• "How do I add a new table?"
• "I need to implement client portal authentication"
• "Show me pricing calculator patterns"

Integration Questions:

• "How does LEM Verify integration work?"
• "Show me the Gemini AI document extraction"
• "How do I use DocuSeal for e-signatures?"
• "What's the S3 storage pattern?"

By Concept

The skill indexes 10+ core concepts:

1. Multi-Tenancy - Dual-level isolation (tenantId + clientId), schema patterns, query examples
2. Authentication - Better Auth dual system, staff vs client portal, session management
3. tRPC API Design - Protected procedures, context creation, router patterns, query/mutation examples
4. Database Schema - 50+ tables, 14 views, 5 performance indexes, migration patterns
5. Integrations - LEM Verify (KYC), Google Gemini (AI), DocuSeal (e-signature), S3 (storage), Xero (accounting)
6. Client Hub - CRM module, client management, contacts, directors, PSCs, services
7. Proposal Hub - Pricing calculator, proposal generation, lead management, analytics
8. Admin Panel - User management, KYC review queue, portal link management
9. Client Portal - External client access, onboarding flow, dual isolation patterns
10. Design System - Glass-card patterns, shadcn/ui components, module styling, layout backgrounds

Documentation Domains

This skill searches across 6 documentation domains:

1. Architecture (docs/architecture/) - System design, patterns, technical architecture
2. API Reference (docs/reference/) - tRPC routers, database schema, configuration
3. Guides (docs/guides/) - Integration setup, how-to guides
4. Operations (docs/operations/) - Deployment, monitoring, backup/recovery
5. Stories (docs/stories/) - User stories, feature specifications
6. QA (docs/qa/) - QA assessments, test plans, quality gates

Code Index

The skill maintains a searchable index of:

• Functions - All exported functions with JSDoc documentation
• Types - TypeScript interfaces, types, schemas
• Components - React components with props documentation
• Routers - tRPC router definitions with procedure signatures

Each entry includes:

• File path and line number
• Function signature with parameters
• Description from JSDoc/comments
• Usage examples (when available)

Usage Examples

Example 1: Function Signature Lookup

Query: "What's the signature for getAuthContext?"

Returns:

Function: getAuthContext
Location: lib/auth.ts:125
Signature: async function getAuthContext(): Promise<AuthContext | null>
Description: Retrieves authenticated user's session with tenant context
Returns: AuthContext with userId, tenantId, role, email
Example: const authContext = await getAuthContext();

Example 2: Concept Search

Query: "Show me the complete multi-tenancy system"

Returns:

• Architecture doc: docs/architecture/multi-tenancy.md
• API reference: docs/reference/database/schema.md (schema patterns)
• Code examples: lib/auth.ts (getAuthContext), app/server/context.ts (tRPC context)
• Patterns: Query examples, dual isolation patterns

Example 3: Implementation Context

Query: "I'm implementing a new tRPC router"

Returns:

• Architecture: docs/architecture/api-design.md (router patterns)
• Reference: docs/reference/api/routers.md (existing routers)
• Code examples: app/server/routers/clients.ts (sample router)
• Patterns: Protected procedures, context usage, error handling

Integration with Practice Hub Workflow

This skill is designed to work seamlessly with Practice Hub's development workflow:

1. Respects CLAUDE.md rules - Always checks critical development rules before providing guidance
2. Context-aware suggestions - Knows about Practice Hub's tech stack (Next.js 15, Better Auth, tRPC, PostgreSQL)
3. Brownfield-aware - References actual implementation patterns, not idealized examples
4. Quality gate enforcement - Reminds about design system constraints, no-migration policy, error tracking policy

Skill Behavior

When Activated:

1. Reads relevant documentation files from docs/
2. Searches code index for matching functions/types
3. Assembles comprehensive context with file:line references
4. Returns structured response with sections: Architecture, API, Patterns, Examples

What This Skill Does NOT Do:

• Does not write code (only provides documentation and context)
• Does not modify files (read-only skill)
• Does not execute commands (documentation search only)

Maintenance

Auto-regeneration: The code index and TypeScript API docs are automatically regenerated on every git commit via pre-commit hook.

Manual regeneration:

pnpm docs:generate:all

Update frequency: Documentation should be updated whenever:

• New functions/types are added with JSDoc
• Documentation files are created/updated in docs/
• New concepts/features are added to the system

Related Skills

• practice-hub-testing - Generate router tests, validate multi-tenant isolation
• practice-hub-debugging - Find/remove console.log statements, track TODOs
• practice-hub-database-ops - Validate schema, check seed consistency, safe database reset
• brand-guidelines - Enforce Practice Hub design standards
• artifacts-builder - Build UI components following Practice Hub design system

Skill Version: 1.0.0 Last Updated: 2025-10-26 Maintained By: Development Team