The Hat System
Understanding the hat-based role system within stages
H·AI·K·U uses a "hat" metaphor to separate concerns. Each hat represents a distinct mindset, set of responsibilities, and communication style. Hats are organized within stages -- each stage has a hats/ directory containing per-hat instruction files (e.g., stages/development/hats/builder.md). Different stages use different hat combinations depending on the type of work being done.
Why Hats?
The hat system prevents:
- Context drift: Accidentally switching between planning and building
- Scope creep: Building features that weren't planned
- Quality shortcuts: Skipping review to "just ship it"
- Role confusion: Trying to attack and defend code at the same time
By explicitly switching hats, you maintain focus and ensure each phase gets proper attention. Domain research happens during inception (/haiku:new), before execution begins.
Software Studio Stages
The software studio organizes hats into discipline-specific stages. Each stage runs its hat sequence independently.
Inception Stage
Hats used during /haiku:new to define the intent and decompose work.
Architect
Explores the codebase and external systems to build a domain model and identify architectural constraints.
- Reviews existing architecture, patterns, and conventions
- Maps domain entities, relationships, and data flows
- Identifies integration points and technical constraints
- Proposes the system structure for the intent
Decomposer
Breaks the intent into cohesive, independently deliverable units.
- Creates units with clear boundaries and minimal coupling
- Defines dependency edges between units (DAG)
- Assigns disciplines and success criteria per unit
- Ensures each unit is independently deployable
Design Stage
Hats used when the studio includes a design stage for UI/UX work.
Designer
Creates visual designs, UI mockups, and user experience flows.
- Clarifies the design problem and identifies user goals and pain points
- Generates multiple design alternatives and presents trade-offs
- Incorporates user feedback and documents design decisions
- Specifies responsive behavior, interaction states, and accessibility requirements
- Creates design specifications referencing named tokens from the project's design system
Design Reviewer
Validates design artifacts for completeness and implementability.
- Checks that design specs reference design tokens, not hard-coded values
- Verifies responsive breakpoints and interaction states are defined
- Confirms accessibility contrast ratios and focus management are specified
- Makes a clear APPROVE or REQUEST CHANGES decision
Product Stage
Hats used when the studio includes a product stage for behavioral specifications.
Product Owner
Defines behavioral requirements and acceptance criteria from the user's perspective.
- Translates business goals into specific, testable user stories
- Identifies edge cases and error scenarios
- Prioritizes requirements by user impact
- Validates that specs match the original intent
Specification Writer
Creates detailed behavioral specifications that bridge design and development.
- Writes formal acceptance criteria for each user story
- Documents state transitions, validation rules, and error handling
- Creates data flow diagrams and API contracts
- Ensures specs are unambiguous enough for autonomous implementation
Development Stage
The core execution stage with the primary hat sequence: Planner -> Builder -> Reviewer.
Planner
Creates tactical execution plans for upcoming bolts based on unit requirements.
- Reviews the current unit and identifies remaining completion criteria
- Creates a concrete, actionable plan for the next bolt
- Prioritizes high-impact criteria and breaks work into verifiable steps
- Flags potential blockers and suggests fallback approaches
- Saves the plan so the Builder can follow it without ambiguity
Builder
Implements code to satisfy completion criteria using backpressure as feedback.
- Follows the Planner's plan and works in small, verifiable increments
- Runs backpressure checks (tests, lint, types) after each change
- Treats test failures and lint errors as implementation guidance
- Documents progress and blockers in the scratchpad
- Commits working increments and signals completion or iterates
Reviewer
Verifies implementation satisfies completion criteria with code review and testing verification.
- Checks each completion criterion individually with programmatic verification
- Runs the full test suite and confirms all new code has corresponding tests
- Reviews code quality, security considerations, and edge case handling
- Provides specific, actionable feedback prioritized by severity
- Makes a clear APPROVE or REQUEST CHANGES decision with rationale
Operations Stage
Hats used for ongoing maintenance and production operations.
Ops Engineer
Defines and manages operational tasks -- scheduled jobs, monitoring, and maintenance routines.
- Creates operation spec files with triggers, schedules, and success criteria
- Configures monitoring and alerting thresholds
- Defines runbook procedures for common incidents
- Manages deployment pipelines and rollback procedures
SRE
Focuses on reliability, performance, and incident response.
- Defines SLOs and error budgets
- Creates incident response playbooks
- Monitors system health and capacity
- Conducts post-incident reviews and implements preventive measures
Security Stage
Hats used for security-focused development with attack-and-defend cycles.
Threat Modeler
Analyzes the system's attack surface and identifies potential threats.
- Maps trust boundaries, data flows, and entry points
- Identifies threat categories using STRIDE or equivalent framework
- Prioritizes threats by likelihood and impact
- Creates a threat model document for the team
Red Team
Attempts to break the implementation through security testing and vulnerability discovery.
- Enumerates the attack surface: inputs, API parameters, headers, auth boundaries
- Tests for injection vulnerabilities (SQL injection, XSS, command injection, path traversal)
- Attempts authentication bypass and privilege escalation (horizontal and vertical)
- Checks for information disclosure in errors, logs, and URL parameters
- Documents every finding with severity rating and reproduction steps -- does not fix anything
Blue Team
Fixes vulnerabilities identified by Red Team with proper security controls and tests.
- Prioritizes findings by severity, addressing Critical and High issues first
- Fixes root causes using secure coding patterns, not just symptoms
- Adds security tests that reproduce each vulnerability (fail before fix, pass after)
- Implements defense in depth with multiple layers of protection
- Re-runs Red Team attacks to verify all previous attacks now fail
Security Reviewer
Validates that security controls are properly implemented and no regressions were introduced.
- Reviews all security fixes for completeness and correctness
- Verifies security tests cover the identified vulnerabilities
- Checks for common security anti-patterns in the codebase
- Makes a clear APPROVE or REQUEST CHANGES decision
Ideation Studio Stages
The ideation studio is designed for content creation, research, and non-code work.
Research Stage
Researcher
Gathers information, data, and source material relevant to the intent.
- Identifies and evaluates primary and secondary sources
- Synthesizes findings into structured research notes
- Highlights key insights, contradictions, and knowledge gaps
Analyst
Evaluates research findings and identifies patterns and implications.
- Analyzes data for trends, correlations, and outliers
- Creates frameworks for organizing complex information
- Provides evidence-based recommendations
Create Stage
Creator
Produces the primary deliverable -- articles, reports, presentations, or other content.
- Synthesizes research into coherent narrative or structure
- Follows established style guides and conventions
- Creates drafts iteratively, incorporating feedback
Editor
Refines content for clarity, accuracy, and consistency.
- Reviews for grammar, style, and tone consistency
- Verifies factual claims against research sources
- Suggests structural improvements for readability
Review Stage
Critic
Provides substantive feedback on content quality and effectiveness.
- Evaluates argument strength, evidence quality, and logical flow
- Identifies gaps, weak points, and unsupported claims
- Suggests improvements with specific, actionable recommendations
Fact Checker
Verifies factual accuracy of all claims in the content.
- Cross-references claims against primary sources
- Identifies unverified or unverifiable claims
- Flags potential misinformation or outdated data
Deliver Stage
Publisher
Prepares content for distribution and publication.
- Formats content for the target platform
- Creates metadata, tags, and descriptions
- Manages publication workflow and scheduling
Other Studio Hats
H·AI·K·U ships with hats for all built-in studios. Each studio's stages define their own hat sequences tailored to the domain:
- Data Pipeline: data-architect, schema-analyst, extractor, transformer, data-modeler, validator, pipeline-engineer, sre
- Migration: migration-analyst, risk-assessor, schema-mapper, migration-engineer, validator, cutover-coordinator, rollback-engineer
- Incident Response: incident-commander, first-responder, investigator, log-analyst, mitigator, verifier, engineer, postmortem-author
- Compliance: compliance-analyst, auditor, risk-assessor, remediation-engineer, policy-writer, evidence-collector, audit-liaison
- Sales: prospect-researcher, qualifier, deal-strategist, proposal-writer, solution-architect, negotiator, closer
- Marketing: market-researcher, audience-analyst, strategist, content-creator, copy-editor, campaign-manager, analyst
- Customer Success: onboarding-lead, adoption-coach, health-monitor, growth-strategist, renewal-manager
- Product Strategy: market-explorer, user-researcher, prioritizer, roadmap-architect, presenter
- Documentation: auditor, gap-analyst, architect, writer, editor, subject-matter-expert, publisher
See Studios for the full stage pipelines and Customization for creating your own hats.
Cross-Stage Hats
Some hats operate across stages or at the intent level.
Integrator
Final intent-level validation that verifies all units work together on the merged intent branch.
- Confirms the merged intent branch is clean with all unit branches merged
- Runs the full backpressure suite (tests, lint, types) on the combined codebase
- Verifies intent-level success criteria that span multiple units
- Checks cross-unit boundaries, shared state, APIs, and data flows for integration gaps
- Makes a clear ACCEPT or REJECT decision, identifying specific units for rework if needed
Hat Transitions
Hat transitions are defined by the stage being executed. Each stage defines its own sequence:
- Development: Planner -> Builder -> Reviewer
- Design: Designer -> Design Reviewer
- Product: Product Owner -> Specification Writer
- Security: Threat Modeler -> Red Team -> Blue Team -> Security Reviewer
Within any stage, you can transition backward when needed:
- Builder -> Planner: When the plan needs revision based on new discoveries
- Reviewer -> Builder: When review identifies issues to fix
- Blue Team -> Red Team: When fixes reveal new attack vectors
The key is making transitions intentional. Don't drift -- explicitly switch. See the Studios & Stages documentation for details on each studio's full stage pipeline.
Tips for Effective Hat Usage
- Announce your hat: Start each phase by explicitly stating which hat you're wearing
- Stay in character: Resist the urge to jump ahead to building while planning
- Trust the process: Even when you "know" the answer, earlier phases often reveal surprises
- Respect the boundaries: Red Team documents vulnerabilities but does not fix them; Blue Team fixes but does not discover new ones
- Let backpressure guide you: Tests, lint, and types are feedback mechanisms, not obstacles