{% if starter_prompt %} {% if intake_summary %}
Workflow {{ intake_summary.label }}

{{ intake_summary.summary }}

Primary question

{{ intake_summary.primary_question }}

Universe

{{ intake_summary.investment_universe_label }}

{% if intake_summary.idea_translation %}
{{ intake_summary.idea_translation.label }} {{ intake_summary.idea_translation.plain_english }}

{{ intake_summary.idea_translation.working_hypothesis }}

{{ intake_summary.idea_translation.safety_boundary }}
{% endif %} {% if intake_summary.review_highlights %}
Decision checks
{% for item in intake_summary.review_highlights %}
{{ item.label }} {{ item.detail }}
{% endfor %}
{% endif %} {% if intake_summary.workflow_stages %}
Workflow steps
{% for stage in intake_summary.workflow_stages %}
{{ forloop.counter }}. {{ stage.label }} {{ stage.summary }} {% if stage.exit_criteria %} Needs: {% for item in stage.exit_criteria %}{{ item }}{% if not forloop.last %}; {% endif %}{% endfor %} {% endif %}
{% endfor %}
{% endif %} {% if intake_summary.method_lenses or intake_summary.loop_controls or intake_summary.judgment_controls or intake_summary.strategy_baseline %}
Review logic Method, iteration, judgment, and strategy constraints
{% if intake_summary.method_lenses %}
Method lenses
{% for item in intake_summary.method_lenses %}
{{ item.label }} {% if item.plain %}

{{ item.plain }}

{% endif %} {{ item.detail }} {{ item.reference }}
{% endfor %}
{% endif %} {% if intake_summary.loop_controls %}
Iteration controls
{% for item in intake_summary.loop_controls %}
{{ item.label }} {{ item.detail }}
{% endfor %}
{% endif %} {% if intake_summary.allowed_followup_team or intake_summary.escalation_team %}
Supervisor loop
Allowed follow-up {% for role in intake_summary.allowed_followup_team %}{{ role }}{% if not forloop.last %}, {% endif %}{% empty %}none{% endfor %}
Escalation-only {% for role in intake_summary.escalation_team %}{{ role }}{% if not forloop.last %}, {% endif %}{% empty %}none{% endfor %}
Loop state {{ intake_summary.workflow_loop_state_path }}
{% endif %} {% if workflow_loop_preview.state_exists or workflow_loop_preview.pending_tasks or workflow_loop_preview.escalation_proposals or workflow_loop_preview.blocked_actions %}
Loop status
Stop reason {{ workflow_loop_preview.stop_reason|default:"not started" }}
{% if workflow_loop_preview.pending_tasks %}
Pending follow-up {% for task in workflow_loop_preview.pending_tasks|slice:":4" %} {{ task.role }} · {{ task.planner_action }} · {{ task.status }} {% endfor %}
{% endif %} {% if workflow_loop_preview.escalation_proposals %}
Escalation proposals {% for item in workflow_loop_preview.escalation_proposals|slice:":4" %} {{ item.suggested_role }} · {{ item.policy_reason }} {% endfor %}
{% endif %} {% if workflow_loop_preview.blocked_actions %}
Blocked actions {% for action in workflow_loop_preview.blocked_actions %}{{ action }}{% if not forloop.last %}, {% endif %}{% endfor %}
{% endif %}
{% endif %} {% if intake_summary.judgment_controls %}
Judgment controls
{% for item in intake_summary.judgment_controls %}
{{ item.label }} {{ item.detail }}
{% endfor %}
{% endif %} {% if intake_summary.strategy_baseline %}
Strategy baseline

{{ intake_summary.strategy_baseline.summary }}

{% endif %}
{% endif %} {% if profile_saved %}
Investor profile context saved for this active profile.
{% endif %}
Selected roles {% if intake_summary.subagents %}
{% for agent in intake_summary.subagents %} {{ agent.label }} {% endfor %}
{% for agent in intake_summary.subagents %}
{{ agent.label }} {{ agent.why_selected }}
{% endfor %}
{% else %}

Head-manager only

{% endif %}
Still blocked
{% for action in intake_summary.blocked_action_details %}
{{ action.label }} {{ action.reason }}
{% endfor %}
{% if intake_summary.next_allowed_actions %}
Next allowed actions
{% for item in intake_summary.next_allowed_actions %}
{{ item.label }} {{ item.detail }}
{% endfor %}
{% endif %} {% if intake_summary.investor_profile_inputs %}
Profile needed before advice
{% for field in intake_summary.investor_profile_inputs %} {{ field }} {% endfor %}
{% endif %} {% if intake_summary.investor_profile.known_fields %}
Saved profile context
{% for item in intake_summary.investor_profile.known_fields %}
{{ item.field }} {{ item.answer }}
{% endfor %}
{% endif %} {% if intake_summary.questions_to_answer %}
{% csrf_token %} Questions to answer
{% for item in intake_summary.questions_to_answer %}
{% endfor %}
{% endif %}
{% endif %}
Codex handoff Copy-ready prompt and run commands
Codex prompt Generated locally without changing DB state
{{ starter_prompt }}
CLI ./tcx subagents prompt "{{ query }}"
Codex entrypoint $tcx-workflow {{ query }}
{% else %}
Enter a request to preview the workflow. The handoff is prepared for Codex-native orchestration and does not run agents from Django.
{% endif %}