If you intend to run your truck off-road (and with the winch, sliders and front and rear diff welds it sounds like you think you will) AND you can find used front and rear axle assemblies reasonable AND you can and do the labor yourself, I think you'd be happier with the little more gear the 5.12s would give you and your drive train would appreciate it as well. Standard gears pull 235s on the highway just fine, but I notice I have a power loss in 5th and 2d with 235s. I imagine 31s are even worse, although there are several guys who run them. Probably less noticable on a 2-door. The body lift is a cheap way to get you some body clearance, especially if you do this yourself as well. Throwiing on some coil spacers is a cheap way to gain both a little more frame clearance and body clearance. Should be able to do the coil spacer lift for under $200 easy. Between the two, I'd go the coil spacer route first and push the body lift to later, after you see if you need it or not.
The diff welds... there are other guys here on the forum that can give you their practical experience on this issue (pros and cons). I'm definately not the guy. The rest of it you referenced ain't cheap (bumper, winch, and exoskeloton pieces). But... hey, it's your truck so make it the way YOU want it to be. Thaty's half the fun of these beasts. The other half is the pleasure of driving them.
My 2 cents.
